NewGen Training Series

Solid Waste
Cost of Service

How solid waste utilities determine what it costs to serve each customer class — and how those costs become the rates on your bill.

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What Is a Cost of Service Study?

A cost of service (COS) study is the foundation of fair and defensible solid waste rates. It answers a deceptively simple question: How much does it cost to provide each type of service? The answer determines what residential, commercial, and other customers should pay.

Learning Objectives

  • Define the purpose and scope of a solid waste cost of service study
  • Identify the five key steps in the COS process: test year, revenue requirement, allocations, billing units, and rate calculation
  • Recognize why solid waste COS requires a service-category approach tailored to collection, disposal, and recycling operations

The Five-Step Process

Every solid waste COS study follows the same fundamental framework:

1

Develop the Test Year

Establish the baseline period for projecting costs and revenues — typically a recent fiscal year adjusted for known changes.

2

Revenue Requirement

Determine the total cost of providing solid waste services — what must be recovered through rates.

3

Allocation to Service Categories

Assign costs to each service category (residential collection, commercial collection, disposal, recycling) based on cost causation.

4

Determine Billing Units

Identify the number of customers, containers, tons, or other units that will be used to calculate per-unit rates.

5

Cost of Service Calculation

Divide allocated costs by billing units to determine the rate for each service category and customer class.

Key Distinction: Solid waste cost allocations are driven by service categories — collection type, disposal method, and recycling program — because costs vary dramatically depending on the specific service being delivered (e.g., residential curbside vs. commercial front-load vs. roll-off hauling). Each service has its own equipment, labor, and routing requirements that drive costs independently.

Key Takeaways

  • A COS study answers "how much does each type of service cost?" — the foundation of fair, defensible rates
  • The five-step process (test year, revenue requirement, allocations, billing units, rate calculation) applies to all solid waste systems
  • Solid waste allocations are driven by service categories (collection, disposal, recycling) because each service has distinct equipment, labor, and routing cost drivers

Next: Before diving into the COS methodology, let’s understand how solid waste services are organized.

Service Delivery Models

The cost structure of a solid waste system depends fundamentally on how the service is delivered. Three dominant models shape the financial framework: municipal (city-operated), franchise (exclusive agreement with a private hauler), and contract (competitive bid from private providers). Understanding how each model affects cost allocation and revenue requirement is critical for accurate rate-setting.

Learning Objectives

  • Distinguish between municipal, franchise, and contract service delivery models
  • Explain how COS methodology and cost allocation differ under each model
  • Identify which model applies to a given situation and the implications for rate design
  • Recognize hybrid models where cities operate some services while contracting others

The Three Primary Models

Municipal (Government-Operated)

Who operates: City or county government owns trucks, employs drivers, manages routes directly.

Revenue model: Full cost recovery through solid waste rates.

Key costs: Labor (drivers, mechanics, supervisors), fuel, equipment depreciation, maintenance, tipping fees, administration.

COS consideration: The utility funds all operational costs directly. No private profit margin. Test year reflects actual municipal budget.

Franchise Model

Who operates: Private company holds exclusive agreement to provide service. City grants franchise rights for defined territory.

Revenue model: Ratepayers pay a franchise fee (rate) to the operator. Operator recovers allowable costs plus negotiated profit margin (typically 7–15%).

Key costs: Operator’s documented collection, disposal, and administrative costs, plus profit.

COS consideration: Study focuses on what costs are "allowable" under franchise agreement and what profit margin is reasonable. Less flexibility in cost recovery.

Contract Model

Who operates: City competitively bids collection and/or disposal services. Multiple providers can compete.

Revenue model: City negotiates lump-sum or unit-price contracts. Costs are fixed by contract terms, not by the operator’s actual expenses.

Key costs: Whatever the winning bid specifies — often more competitive than cost-plus approaches.

COS consideration: COS study reflects the competitive contract rate, not the operator’s internal costs. Rates are market-based, not cost-justified.

How Revenue Requirements Differ by Model

The foundation for rates differs significantly depending on service delivery model:

Municipal

Revenue Requirement = Full Cost Recovery

Municipal utilities must recover 100% of operating costs through rates. Budget + adjustments = test year = revenue requirement.

Example: Revenue requirement = sum of collection, disposal, and administrative costs, all documented from the municipal budget.

Franchise

Revenue Requirement = Allowable Costs + Profit Margin

Franchise operator recovers documented allowable costs plus negotiated profit. City scrutinizes costs but operator earns return.

Example: Allowable costs plus negotiated profit margin (typically 7–15%) = total revenue requirement.

Contract (Competitive)

Revenue Requirement = Winning Bid Price

Market competition determines price. May be lower than cost-of-service if competition is robust; may include vendor profit, risk contingency.

Example: Competitive bid yields a contract rate the city pays regardless of what municipal operation would cost.

Hybrid

Revenue Requirement = Mix of Models

Many cities operate residential collection in-house (municipal) while franchising or contracting commercial collection or disposal. Rates reflect blended approach.

Example: Municipal residential collection costs + franchise commercial collection costs + contracted disposal costs, each analyzed separately.

Hybrid Delivery Models Are Common: Many cities run residential collection in-house with municipal crews but franchise or contract out commercial collection or entire disposal operations. This creates a mixed COS study: residential costs come from municipal budget, commercial from franchise/contract agreement. Rate design must account for both cost streams separately. Hybrid models offer operational flexibility — a city can control residential service quality while leveraging private-sector expertise or economies of scale for commercial or disposal services.

Emerging: Open Market & Subscription Models: A growing number of jurisdictions are moving away from exclusive franchises toward open-market models where customers can choose their waste hauler. This shifts the financial model: instead of the city rate-setting a single provider, competition sets prices. Some municipalities also experiment with subscription-based curbside service where customer volume determines what they pay. These models complicate COS study methodology because the traditional "cost per billing unit" framework breaks down when customers can switch providers or scale service dynamically.

Service Delivery Model Comparison

Aspect Municipal Franchise Contract
Who operates? City government Private exclusive operator Competitive bidders
Price basis Full cost recovery Allowable cost + profit Market bid
City control Full (direct operation) Medium (franchise terms) Low (contract terms only)
Rate predictability Medium (budget-driven) High (negotiated profit margin) High (fixed contract price)
COS methodology focus Actual budget + adjustments Allowable cost definition + audit Market benchmarking
Typical profit/margin N/A (cost recovery only) 7–15% Embedded in bid (typically 5–12%)

Key Takeaways

  • Municipal models recover 100% of documented costs; franchise models add operator profit; contract models use market competition to set price
  • COS methodology varies by model: municipal uses actual budget, franchise uses "allowable cost" definition, contract uses competitive benchmarks
  • Hybrid models — where a city operates some services while contracting others — require separate COS analysis for each service stream
  • Emerging open-market and subscription models are disrupting traditional COS frameworks by introducing customer choice and dynamic pricing

Next: Every COS study starts with a financial baseline — the test year.

Developing the Test Year

The test year is the financial baseline for the entire study. It establishes the costs the utility needs to recover through rates — normalized to remove anomalies and adjusted to reflect ongoing operations.

Learning Objectives

  • Explain the purpose of a test year and why costs must be normalized and adjusted
  • Identify common test year adjustments for solid waste utilities (fuel escalation, route additions, tipping fees)
  • Distinguish between historical, projected, and pro forma test year approaches
Budget
+
Adjustments
=
Test
Year

Start With the Budget

The utility's adopted annual budget provides the starting point. This includes all departments, divisions, and cost centers associated with solid waste operations.

Make Adjustments

Normalize for one-time costs (storm cleanup, equipment failures), annualize partial-year changes (new hires, contract renewals), and update for known cost increases (fuel, tipping fees, labor contracts).

Result: Test Year

The adjusted budget becomes the "test year" — a representative annual cost level that rates must recover. It serves as the financial foundation for every subsequent step in the study.

Common Adjustments: Fuel cost escalation, new route additions for growth areas, updated disposal/tipping fee contracts, changes in recycling commodity revenues, fleet replacement schedules, and labor/benefit increases from collective bargaining agreements.

Key Takeaways

  • The test year establishes the cost baseline, normalized to remove one-time anomalies and adjusted for known changes
  • Common adjustments include fuel escalation, new routes, updated tipping fees, and labor/benefit increases
  • A well-constructed test year is the foundation for every subsequent calculation in the study

Next: With the test year established, we can determine the total revenue the system needs — the revenue requirement.

The Revenue Requirement

The revenue requirement answers: How much total revenue does the solid waste system need to be financially sustainable? It covers all costs the utility must recover through rates and other revenues.

Learning Objectives

  • Identify the major components of a solid waste revenue requirement (collection labor, fleet, disposal, administration)
  • Explain why solid waste growth is primarily operational (trucks and drivers) rather than infrastructure-driven
  • Calculate the gap between current revenue and required revenue to determine needed rate adjustments

Components of the Revenue Requirement

A solid waste revenue requirement captures every cost the system needs to recover through rates:

Collection Labor

Drivers, helpers, route supervisors — typically the single largest cost component at 30–40% of total costs.

Vehicle & Fleet Costs

Truck acquisition/lease, fuel, maintenance, insurance. Fleet lifecycle funding ensures replacement without rate spikes.

Disposal & Tipping Fees

Landfill tipping fees, transfer station costs, and any waste-to-energy processing fees. Highly variable by region.

Administration & Overhead

Customer service, billing, management, regulatory compliance, and shared municipal overhead allocations.

Containers & Equipment

Residential carts, commercial dumpsters, roll-off containers — purchase, repair, and replacement costs.

Recycling & Programs

Recycling processing fees (or revenue offsets), yard waste programs, HHW events, and environmental programs.

Typical Solid Waste Revenue Requirement

Illustrative breakdown of cost components

Forecasting Growth

Solid waste growth is fundamentally an operational challenge — when new neighborhoods come online, the system needs more routes, trucks, and drivers:

New Customers
Residential & commercial
More Routes
Extended service areas
More Trucks & Staff
Operating budget funded
Higher Revenue Req.
Rates must adjust

Key Insight: Solid waste growth is fundamentally operational rather than capital-driven. When new neighborhoods are built, the utility adds truck routes, hires drivers, and purchases containers. This makes the growth forecast a staffing and fleet exercise — typically funded through the operating budget rather than a long-term capital improvement plan.

Fleet Transition — CNG and Electric: Many solid waste fleets are transitioning from diesel to compressed natural gas (CNG) or battery-electric vehicles. Electric refuse trucks can cost roughly 2–3x more than conventional diesel trucks upfront, but offer lower fuel and maintenance costs over their lifespan. CNG trucks require fueling infrastructure investment. These transitions materially affect the fleet component of the revenue requirement: higher capital costs but lower operating costs, changing the balance between fixed and variable cost recovery. Financial planning models should project fleet transition timelines and their multi-year cost impact.

Key Takeaways

  • The revenue requirement captures all costs: collection labor, fleet, disposal/tipping fees, administration, and programs
  • Solid waste growth means more trucks and drivers — a fundamentally operational growth pattern funded through the operating budget
  • The gap between current revenue and required revenue drives the rate adjustment needed

Next: Understanding where waste goes after collection is key to understanding disposal costs.

Transfer Station Operations & Economics

Transfer stations are the critical nexus in the solid waste system. They consolidate waste from collection routes, allow for material recovery and screening, and feed waste onward to disposal or processing facilities. Understanding transfer station economics is essential because they represent a major cost center whose efficiency directly impacts the revenue requirement.

Learning Objectives

  • Explain the functional role of transfer stations in the waste management system
  • Identify the key cost components of transfer station operations (facility O&M, labor, equipment, contracts)
  • Calculate and compare direct haul vs. transfer-station economics
  • Understand how transfer costs flow into the revenue requirement allocation
  • Recognize the role of regional transfer agreements and host community agreements in financial planning

Why Transfer Stations Exist

Consolidation Function

Collection vehicles (which hold 15–30 tons) dump into larger transfer trailers (typically 20–25 tons payload, constrained by the federal 80,000-lb gross vehicle weight limit). A single transfer trailer makes one long-haul trip to the landfill, replacing multiple truck trips from individual collection vehicles. This reduces long-haul fuel, labor, and equipment costs per ton.

Waste Screening & Sorting

Modern transfer stations may include scales to track tonnage, visual screening to remove hazardous or oversized items, separation of recyclables or organics if not done at curbside, and baling or compaction equipment to optimize truck space. These functions improve downstream processing efficiency and add value to collected waste.

Operational Hub

Transfer stations serve as the operational base for collection routes. Drivers start and end their shifts there, vehicles are fueled and maintained, and the facility coordinates schedules and dispatch. This centralized hub reduces idle time and improves route efficiency.

Key Cost Components

Facility O&M

Building/structure upkeep, utilities, insurance, environmental compliance, stormwater management, odor control, dust suppression.

Labor

Equipment operators (front-loaders, scales, compactors), supervisors, yard workers, administrative staff, training & development, benefits.

Equipment & Capital

Depreciation of heavy equipment, scale systems, trailers, compactors, forklifts. Repair & maintenance of equipment.

Contracts

Long-haul transport contracts (if not operated in-house), landfill tipping fees, optional material processing contracts (recycling baling, organics composting).

The Waste Cost Chain

Collection Routes Transfer Station Long-Haul Transport Landfill Disposal Route labor, fuel, vehicles Transfer ops, equipment, facility Haul labor, fuel, vehicles Tipping fee per ton

Direct Haul vs. Transfer Station Economics

A key COS decision: does it make economic sense to build a transfer station, or should collection vehicles haul directly to the landfill?

Direct Haul Scenario

Setup: Collection trucks haul directly to landfill (no transfer station).

Cost components per ton:
Collection labor + fuel
Equipment depreciation
Direct haul fuel (distance-dependent)
Landfill tipping fee

Works best when landfill is close (<30 miles) and collection volume is low.

Transfer Station Scenario

Setup: Collection trucks dump at transfer station; haul contractors move consolidated trailers to landfill.

Cost components per ton:
Collection labor + fuel
Equipment depreciation
Transfer station operations
Long-haul transport (contracted)
Landfill tipping fee

Adds transfer and long-haul costs but reduces collection vehicle drive time. Break-even point is typically 40–60 miles from landfill. High-volume systems see better economics.

Regional Transfer Agreements & Host Community Fees: Municipalities often negotiate agreements with neighboring jurisdictions or private transfer operators to use existing facilities, avoiding the capital cost of building their own. In return, they pay a negotiated per-ton fee plus tonnage-based disposal. Additionally, the jurisdiction hosting the transfer station may demand a host community benefit fee — an annual payment to offset environmental impacts. These agreements reduce capital investment but add contractual costs that must be factored into the revenue requirement.

Throughput Scaling & Capacity Planning: Transfer station economics improve with volume — fixed facility costs (rent, utilities, supervision) are spread across more tons. A facility designed for 100 tons/day has the same basic overhead whether it processes 80 or 100 tons/day, so efficiency gains come from increasing volume. Conversely, if collection volume drops (due to economic slowdown or waste reduction programs), per-ton transfer costs rise, forcing up rates. Multi-year COS projections should model volume sensitivity.

Key Takeaways

  • Transfer stations consolidate waste from collection routes into efficient long-haul trips, reducing fuel and equipment costs
  • Transfer costs include facility O&M, labor, equipment, and contracted haul/tipping services
  • Direct haul vs. transfer economics depend on landfill distance and collection volume; transfer pays off beyond 40–60 miles
  • Regional transfer agreements allow cities to avoid capital investment but introduce contractual per-ton costs
  • Transfer station costs flow into the revenue requirement as part of overall disposal cost allocation

Next: For utilities that own disposal facilities, long-term closure obligations are a critical cost element.

Landfill Closure & Post-Closure Financial Assurance

Landfills don't last forever. When a landfill reaches capacity, it must be closed in compliance with RCRA Subtitle D and state regulations. But closure is not the end of the financial obligation — post-closure care extends 30 years and beyond, requiring financial assurance mechanisms that must be funded through tipping fees. For landfill-owning utilities, these long-term obligations represent a significant portion of the revenue requirement.

Learning Objectives

  • Identify the regulatory requirements for landfill closure under RCRA Subtitle D
  • Distinguish between closure activities and post-closure care obligations
  • Explain the financial assurance mechanisms used to fund long-term landfill care
  • Understand how closure and post-closure costs enter the revenue requirement and affect tipping fees

The Two Phases of Landfill Financial Obligation

Closure Activities (Years 1–3)

Final Cover System: Cover the entire landfill surface with multi-layer engineered cap (typically 2 feet of soil, geomembrane, drainage layer, topsoil). Costs vary significantly by landfill size and site conditions.

Grading & Drainage: Slope the final surface to shed water, install perimeter controls, establish stormwater management.

Vegetation: Stabilize the cover with vegetation to prevent erosion.

Closure costs scale with landfill acreage and can represent a multi-million-dollar obligation for mid-sized facilities.

Post-Closure Care (30+ Years)

Groundwater Monitoring: Semi-annual or quarterly groundwater sampling at downgradient monitoring wells. Annual costs depend on well count and analytical requirements.

Leachate Management: Monitor and manage leachate collection system, ensure proper treatment and disposal.

Landfill Gas Monitoring: Measure methane emissions, operate gas collection/flaring systems if needed.

Post-closure care represents a significant annual cost obligation extending 30 years or more.

Detailed Closure Cost Breakdown

Final Cover Design & Engineering

Geotechnical studies, cap design, permitting, environmental review.

Material & Construction

Soil, geomembrane, drainage aggregate, haul to site, placement labor, compaction.

Stormwater & Drainage

Grading, swales, perimeter berms, retention structures, outfalls.

Vegetation & Erosion Control

Native plants, seeding, erosion blankets, slope stabilization.

Financial Assurance Mechanisms

EPA and states require proof that closure and post-closure costs will be funded. Four mechanisms are commonly used:

Trust Funds

City dedicates a reserve account funded by monthly deposits from tipping fees. Funds are segregated and managed by a trustee. Most common for municipally-owned landfills.

Advantage: Funds stay under city control. Drawback: Requires discipline to avoid raiding reserve.

Surety Bonds

Insurance company pledges to pay for closure if the landfill owner cannot. Owner pays annual premiums (typically 1–3% of total estimated closure cost per year).

Advantage: Third-party guarantee. Drawback: Ongoing premium cost; issuer may become insolvent.

Letters of Credit

Bank issues irrevocable letter of credit for closure/post-closure costs. City maintains letter as evidence of financial ability.

Advantage: Bankable guarantee. Drawback: Bank fees; requires strong credit rating.

Insurance

Liability insurance covers unforeseen closure-related costs or environmental claims (e.g., contamination discovered during closure).

Advantage: Protects against unknowns. Drawback: May not cover full closure cost.

Financial Assurance & the Revenue Requirement: Closure and post-closure costs are not optional — they are mandated by federal and state law. Landfill-owning utilities must include the present value of these costs in their revenue requirement. The calculation follows a straightforward formula: estimated closure cost + present value of annual post-closure care over 30+ years = total obligation. That total obligation is then spread over the landfill’s projected remaining life and tonnage throughput to determine a per-ton set-aside that is added to operational tipping fees.

The Uncertainty of Landfill Life & Cost Escalation: A landfill’s closure date depends on actual waste volume, which varies with population growth, economic conditions, and waste reduction programs. If waste arrives slower than projected, closure is delayed, extending the time to accumulate closure funds. Conversely, if volume exceeds projections, closure arrives sooner. Additionally, closure cost estimates prepared today may be low when closure actually occurs (inflation, regulatory changes, site conditions). COS studies should include sensitivity analysis: what if closure costs 20% more than estimated? What if closure is delayed 5 years? These scenarios affect tipping fee sufficiency.

Key Takeaways

  • Closure activities (final cap, drainage, grading) represent a multi-million-dollar obligation; must be completed within 180 days of final waste receipt
  • Post-closure care (groundwater monitoring, gas management) extends 30+ years with significant annual costs
  • Financial assurance mechanisms (trust funds, surety bonds, letters of credit, insurance) ensure funds are available when closure occurs
  • Landfill-owning utilities must include closure/post-closure costs in tipping fees; the per-ton amount depends on landfill age, size, and remaining capacity
  • Cost escalation and closure timing uncertainty require sensitivity analysis in multi-year COS projections

Next: With costs identified, we need to allocate them to the specific services that drive them.

Allocations to Service Categories

Once the revenue requirement is established, costs must be allocated to the specific services that drive them. This is the heart of the COS study — matching every dollar of cost to the service responsible for incurring it.

Learning Objectives

  • Distinguish between direct costs (traceable to a specific service) and indirect costs (shared across services)
  • Explain the three allocation methods: direct assignment, proportional allocation, and tonnage-based disposal allocation
  • Identify the key service categories in solid waste: residential collection, commercial collection, disposal, recycling, and special services

The Service-Category Approach: Solid waste costs are allocated by tracing each expense to the specific service category that incurs it — residential collection, commercial collection, recycling, disposal, or shared services. This approach reflects the reality that each service has its own distinct equipment, labor, routing, and disposal patterns.

Example Service Categories

A typical municipal solid waste utility might define the following service categories for cost allocation:

Residential

Refuse Curbside Collection

Large Item Collection

Recycling Curbside Collection

Commercial

Side-Load Refuse & Recycling

Front-Load Refuse & Recycling

Rear-Load Refuse & Recycling

Roll-Off Refuse/Recycling

Disposal & Recycling

Landfill Disposal

Recycling Processing

Other / Shared

Administration

Environmental Programs

Customer Service

Fleet & Container Maintenance

How Costs Get Allocated

Solid waste costs fall into two categories based on how they're assigned to service categories:

Direct Cost Allocations

Costs directly incurred by the operations of a specific service. If a truck, driver, or route is dedicated to residential curbside collection, those costs go directly to residential collection.

Example: Residential collection trucks, commercial front-load drivers, recycling processing contracts

Indirect Cost Allocations

Shared costs that benefit multiple services and must be distributed. Typically allocated based on each service's percentage of the total direct revenue requirement.

Example: Administration, customer service, dead animal pickup, street cleaning

Disposal Cost Allocation

Disposal costs (landfill tipping fees, transfer station operations) are allocated based on each service's portion of the total tonnage collected. If residential collection accounts for 60% of total tonnage delivered to the landfill, residential absorbs 60% of disposal costs. This tonnage-based allocation ensures that the services generating the most waste bear the proportionate disposal cost.

The Recycling Market Disruption: China’s National Sword policy (2018) and subsequent import restrictions fundamentally restructured recycling economics worldwide. Before 2018, many U.S. municipalities received commodity revenue from recycling processors. Today, most pay significant processing fees that vary widely by market conditions. For COS studies, this shifts recycling from a revenue offset to a cost center, significantly increasing the revenue requirement. Contamination rates in single-stream recycling compound the problem, as contaminated loads incur even higher processing fees or are diverted to landfill.

Organics Diversion — A New Service Category: California’s SB 1383 (effective 2022), along with similar mandates in Vermont, New Jersey, and other states, requires diversion of organic waste from landfills. This creates a new service category in the COS framework — organics collection and processing — with its own collection routes, processing contracts, and contamination challenges. As organics programs expand nationally, COS studies must allocate these costs appropriately, typically as a separate service line or embedded within residential/commercial collection based on program design.

Key Takeaways

  • Direct costs are traced to specific services; indirect costs are allocated proportionally across all services
  • Disposal costs are allocated by tonnage — the service that generates more waste bears more disposal cost
  • The service-category approach ensures each service bears the costs it actually incurs — the foundation of fair, defensible rates

Next: Before we can calculate rates, we need to count the billing units — the denominators in the rate equation.

Determination of Billing Units

Before costs can be translated into rates, we need to know how many units of service are being provided. Billing units are the denominators in the rate equation — total cost divided by total billing units equals the unit rate.

Learning Objectives

  • Define billing units for each solid waste service category (residential carts, commercial containers by size and frequency)
  • Interpret a commercial collection matrix showing container sizes, pickup frequencies, and monthly billing units
  • Explain why billing unit determination is critical — errors here flow directly into incorrect rates

Why Billing Units Matter: Billing units are the denominators in the rate equation. If the total allocated cost for a service is $600,000 and there are 6,000 billing units, the rate per unit is $100. Errors in billing unit counts flow directly into incorrect rates — overcount units and rates are too low (revenue shortfall); undercount and rates are too high (overcharging customers).

Types of Solid Waste Billing Units

Each customer segment uses a different billing unit that reflects how service is actually delivered:

Residential

🏠

Monthly Customer Counts

Number of households served per month. Each account equals one billing unit regardless of waste volume.

Commercial Dumpsters

📦

Per-Week Collection Matrix

Container size (cubic yards) × collections per week. A 6-yard dumpster collected 3x/week is a different billing unit than a 4-yard collected 2x/week.

Roll-Off

🚚

Annual Pulls

Number of container pickups per year. Each pull incurs hauling and disposal costs regardless of container size.

The Commercial Collection Matrix

Commercial billing units are organized in a matrix of container size vs. collection frequency. Each cell represents a distinct service level with its own billing unit count:

The matrix typically shows container sizes on one axis (2, 3, 4, 6, 8 cubic yards) and collections per week on the other (1, 2, 3, 5 times). The number of customers at each size/frequency combination determines the billing units. Collections per week are then annualized and multiplied by the number of customers to calculate total annual collections — a critical input for determining per-collection costs.

Cubic Yds 1x/wk 2x/wk 3x/wk 5x/wk Collections/wk Collections/yr
3126507426713,884
492117884
68168643,328
8025291,508
110013156

Illustrative data based on a typical municipal solid waste system

Billing Unit Distribution

Customer counts by service type (illustrative)

Pay-As-You-Throw (PAYT): Also called variable-rate or volume-based pricing, PAYT charges residential customers based on the amount of waste they generate — typically by offering different cart sizes at different monthly rates (e.g., 35-gallon, 65-gallon, 95-gallon). PAYT provides a direct conservation incentive: customers who reduce waste or divert more to recycling pay less. EPA data shows PAYT communities achieve 25–45% waste reduction. For the COS study, PAYT requires careful billing unit definition — the unit becomes “per cart size per month” rather than a uniform per-household charge — and the rate for each cart size must reflect both fixed service costs and variable disposal costs proportional to estimated waste generation.

Contamination Fees & Surcharges

An increasingly common rate mechanism where haulers or municipalities charge customers — typically commercial accounts — for contaminated recycling loads. When a recycling container exceeds contamination thresholds, a surcharge applies. For COS studies, contamination fees may be treated as a separate revenue line that offsets recycling processing costs, or as a surcharge embedded in the commercial recycling rate structure.

Key Takeaways

  • Billing units are the denominators: total cost ÷ total billing units = unit rate
  • Residential billing units are typically per-cart per month; commercial units vary by container size and pickup frequency
  • The commercial collection matrix captures the full range of service combinations that generate billing units

Next: With costs allocated and billing units counted, we can finally calculate the per-unit rates.

The COS Calculation

With allocations complete and billing units determined, we can now calculate the cost per unit of service. This is the step where all the analysis comes together into actual rate-ready numbers.

Learning Objectives

  • Calculate a unit rate by dividing allocated costs by billing units for each service category
  • Decompose a monthly residential rate into its direct, indirect, and disposal cost components
  • Explain how the COS calculation produces defensible, cost-based rates that can withstand regulatory scrutiny

Building the Residential COS

The total cost of service for residential collection is built in layers:

Direct Costs

Trash collection (carts & dumpsters), brush & bulky pickup, recycling collection

~$600K
+

Indirect Costs

Administration, shared programs, overhead allocation

~$150K
+

Disposal Costs

Landfill disposal allocated by residential tonnage share

~$75K
=

Total Residential COS

Total annual cost to provide residential solid waste service

~$825K

From Total Cost to Monthly Rate

Dividing total COS by billing units yields the per-customer cost components:

Component Annual COS Billing Units Cost/Customer/Month
Direct Costs $600,000 6,000 customers $8.33
Indirect Costs $150,000 6,000 customers $2.08
Disposal Costs $75,000 6,000 customers $1.04
Total COS per Customer $825,000 6,000 $11.46/mo

Illustrative example using round numbers for methodology demonstration. Actual residential solid waste rates vary widely by system size, service level, disposal costs, and region.

Residential Monthly Rate Components

What makes up the monthly bill (illustrative)

Key Takeaways

  • The rate calculation is straightforward: allocated cost ÷ billing units = unit rate for each service
  • A typical residential rate decomposes into direct collection, indirect/admin, and disposal components
  • Cost-based rates produced by the COS calculation are defensible because every dollar traces back to a documented cost

Next: The COS calculation produces unit costs, but translating those into an actual rate schedule involves design choices.

Rate Design & Rate Structure Options

A COS study identifies the total cost that needs to be recovered. Rate design is the art and policy of translating that cost number into an actual rate schedule that customers pay. Design choices —— flat vs. tiered, embedded vs. unbundled, per-unit vs. per-building — reflect city values, equity concerns, and operational realities.

Learning Objectives

  • Distinguish between flat, tiered/PAYT, and volume-based rate structures and explain their incentives
  • Explain the difference between embedded fees (single line item) and unbundled fees (separate line items for collection, disposal, recycling)
  • Design rates that account for multi-family buildings, senior/low-income discounts, and special populations
  • Understand cart size options and pricing differentials

The Four Primary Rate Structure Models

Flat Rate

All customers in a class pay the same monthly fee regardless of service level or waste volume generated.

Incentive: No incentive to reduce waste. Equity: Regressive — low-income families pay same as wealthy families.

Tiered / PAYT

Customers pay by cart size or collection frequency. Smaller carts pay less; larger carts pay proportionally more. Pay-As-You-Throw incentivizes waste reduction.

Incentive: Strong waste reduction signal. Equity: More progressive if lower tiers are affordable.

Volume-Based Commercial

Commercial customers billed by container size & pickup frequency. Larger containers and more frequent pickups mean proportionally higher monthly rates.

Incentive: Reflects actual service. Complexity: Requires tracking container inventory & pickups.

Bundled / All-In

Single line item covers collection, recycling, yard waste, disposal — everything. Customers see one charge, not broken down.

Advantage: Simplicity. Drawback: Obscures what costs what.

Embedded vs. Unbundled Fee Structures

A key design decision: show customers one all-in fee, or break costs into transparent line items?

Embedded (All-In)

Example bill line item:
Solid Waste Service: [single charge]

One charge covers collection, disposal, recycling, yard waste, administration. Customers don’t see cost breakdown.

Pro: Simple, clean bill. Con: Hides cost drivers; recycling costs are invisible to customers.

Unbundled (Line Items)

Example bill line items:
Refuse Collection: [largest share]
Recycling: [second largest]
Yard Waste: [if applicable]
Disposal Fee: [per-ton based]

Separate line items show cost of each service. Transparent, allows targeting of subsidies.

Pro: Transparent, allows selective subsidies. Con: Longer bill, more complex marketing.

Cart Size & Pricing Differentials

Cart Size Capacity Relative Price Typical Customer
20 gallon ~25 lbs/week Lowest tier Senior, low-income, small household
32 gallon ~40 lbs/week ~1.4x lowest Single person, apartment
64 gallon ~85 lbs/week ~2.2x lowest Average household (2–3 people)
96 gallon ~130 lbs/week ~2.8x lowest Larger family (4+ people)
Additional pickup Per week Supplemental fee High-volume generator

Special Populations & Equity Considerations

Senior/Low-Income Discounts

Many cities offer 20–50% discounts to seniors (age 65+) and low-income households. Cost of discount must be recovered from other ratepayers. Example: If 10% of customer base receives 30% discount, that 3% revenue loss must be made up through higher rates on other customers.

Multi-Family Buildings

Multi-family rate design is complex: do you bill per unit or per building? Shared dumpster or individual carts? If per-building, how is the cost split among tenants? Some cities offer per-unit billing with centralized dumpster service; others require landlords to arrange individual service.

Senior/Low-Income Discount Programs & Revenue Shortfalls: While equity-focused discount programs serve vulnerable populations, they reduce revenue below COS. A 30% senior discount on 8% of customer base reduces revenue by 2.4%. This shortfall must be recovered — either through higher rates on other customers (creates cross-subsidy) or through city general fund subsidy. If funded by cross-subsidy, the COS study must document this so rates appear defensible. If funded by general fund, the city is effectively using tax dollars to subsidize seniors’ waste service, which may or may not be consistent with city policy.

Multi-Family Rate Design Challenges: Apartment buildings and condos present unique rate design issues. A 50-unit building with one shared dumpster has very different economics than 50 single-family homes. If billed per unit, collection costs are allocated 50 ways, but the truck still makes one stop. If billed per building, the landlord absorbs the cost and may not pass it fairly to tenants. Some cities have adopted “per-unit equivalent” billing, where multi-family buildings pay a percentage of single-family rates multiplied by number of units. Others offer incentives for source separation and compaction in multi-family settings.

Key Takeaways

  • Flat rates are simple but create no incentive for waste reduction; tiered/PAYT rates encourage reduction but are more complex
  • Embedded fees are transparent and simple; unbundled fees reveal cost drivers and allow targeted subsidies
  • Cart size options (20–96 gallon) accommodate diverse household types and income levels
  • Senior/low-income discounts improve equity but reduce revenue, requiring cross-subsidy from other ratepayers or general fund support
  • Multi-family rate design requires careful analysis of per-unit vs. per-building cost allocation

Next: Beyond routine collection, solid waste systems provide a range of supplemental services that need their own cost recovery.

Special Waste & Supplemental Services

Beyond routine weekly trash collection, most solid waste utilities offer or operate specialized services: bulk item pickup, yard waste programs, household hazardous waste collection, e-waste, drop-off centers. These services address specific waste streams and customer needs. In a COS study, decisions about which services to offer, how to fund them (embedded in base rates or separate fee?), and how much to charge directly affect the revenue requirement.

Learning Objectives

  • Identify common special waste categories and their cost drivers
  • Explain the difference between embedded and separate-fee funding for supplemental services
  • Determine whether to include special services in base rates or offer as optional, paid services
  • Understand cost and participation drivers for HHW, e-waste, and C&D programs

Common Special Waste & Supplemental Services

Bulky/Large Item Collection

What it includes: Furniture, appliances, mattresses, large items that don’t fit in carts.

Cost drivers: Collection labor is high (manual handling), disposal cost is variable (some items have salvage value, others are landfilled).

Funding: Often embedded in base rates for a limited number of pickups per year, or offered as a per-pickup fee.

Yard Waste & Organics

What it includes: Leaves, grass clippings, branches, food waste (where mandated).

Cost drivers: Collection costs plus composting or processing fees. Growing cost pressure from SB 1383 and similar organics diversion mandates.

Funding: May be embedded in base rates, offered as optional service, or mandated with a separate monthly fee.

Household Hazardous Waste (HHW)

What it includes: Paint, batteries, electronics, chemicals, oils, pesticides.

Cost drivers: Specialized handling and disposal make HHW one of the most expensive per-household service categories. Often limited to 1–2 collection events per year or permanent drop-off facility. HHW cannot go to landfill.

Funding: Almost always funded separately via city general fund or HHW collection fees. Not embedded in base trash rate.

Construction & Demolition Debris

What it includes: Lumber, drywall, concrete, metals, roofing from construction/remodeling.

Cost drivers: Disposal costs are often higher per ton than MSW due to specialized handling and markets for separated materials.

Funding: Usually a separate per-load fee at drop-off. Often not part of residential utility rates.

Drop-Off/Convenience Centers

What it includes: Self-haul facilities where residents drop off trash, recycling, yard waste, bulky items, C&D, e-waste.

Cost drivers: Staff, equipment, and tipping fees represent a significant annual operating budget. Participation is optional; generates revenue from fees.

Funding: Usually per-load fee to recover operating and disposal costs, or free/low-cost with embedded cost in base rates.

E-Waste / Electronics Recycling

What it includes: Computers, monitors, TVs, phones, printers — materials containing precious metals, glass, and hazardous substances.

Cost drivers: Varies widely by device type and market for recovered materials. Some manufacturers (via take-back programs) absorb cost; others require collection fees.

Funding: Often free to residents via manufacturer take-back programs or city-organized collection events. When funded locally, typically a per-unit fee or free through convenience center.

Household Hazardous Waste Programs — Cost Per Household Served: HHW collection is essential for environmental protection but expensive. Typical participation rates for quarterly collection events are 10–15% of households served. Event costs include facility rental, staff, equipment, transportation, and disposal. When spread across all households (not just participants), the per-household cost is modest, but the per-participant cost is substantial. Permanent drop-off facilities cost more to operate annually but offer year-round access and improve participation rates.

Construction & Demolition Debris Pricing & Tipping Fee Disparity: C&D tipping fees are typically higher per ton than MSW because of sorting/processing requirements and market volatility for recovered materials (metals, wood). Some C&D processors operate at break-even or loss depending on commodity markets. When a city operates or contracts a C&D drop-off, it must budget for landfill/transfer tipping and processing overhead. Per-load fees must be set to recover costs across expected volume levels, with margin built in for volume fluctuations.

E-Waste & Manufacturer Take-Back Programs

Federal and state laws increasingly require manufacturers (not municipalities) to fund the end-of-life management of electronics they produce. Many manufacturers operate take-back programs: customers mail devices to the manufacturer or visit retail partners for free recycling. This shifts e-waste cost from municipalities to producers. However, non-participating manufacturers and customer convenience concerns keep many cities offering local e-waste collection. COS studies should account for manufacturer program participation rates — if 60% of e-waste is handled via manufacturer take-back, only 40% becomes a municipal cost.

Key Takeaways

  • Special waste services (HHW, bulky items, organics, C&D) address specific waste streams with high handling costs
  • Decisions to embed these services in base rates vs. charge separate fees directly affect the revenue requirement and rate structure
  • HHW collection is mandated for environmental/safety reasons but is one of the most expensive per-household services; often funded outside the solid waste utility
  • C&D tipping fees typically exceed MSW fees; C&D programs require careful cost analysis to ensure fee adequacy
  • E-waste programs are increasingly supplemented by manufacturer take-back programs; municipal COS should account for program participation rates

Next: Operational data from the field drives the accuracy of every allocation in the COS study.

Route Optimization & Operational Data

Costs don’t appear out of thin air. They are driven by operational realities: how many stops are on a route, how long does each stop take, how much waste is collected per route, what is the utilization of the truck? These metrics are the foundation of collection cost allocation in the COS study. Reliable operational data is critical for building defensible cost estimates and ensuring rates are neither too high nor too low.

Learning Objectives

  • Identify key operational metrics: stops per route, time per stop, tons per route, vehicle utilization
  • Explain how operational data drives collection cost allocation to residential, commercial, and other service categories
  • Distinguish cost differences between automated side-load, semi-automated, and manual rear-load collection methods
  • Understand route efficiency analysis and the relationship between route data and rates

Five Key Operational Metrics

Stops Per Route

How many collection points (homes or businesses) does a truck service per shift? Typical: 200–400 residential stops, 40–80 commercial stops per route.

Implication: More stops/route = lower cost per stop.

Time Per Stop

Minutes to service one location. Residential: 0.75–1.5 min/stop (varies with automation). Commercial: 3–8 min/stop (more variable).

Implication: Faster stops = more stops/route = better utilization.

Tons Per Route

Total material collected per truck per shift. Typical: 12–16 tons/route for residential, 8–15 for commercial.

Implication: More tons/route = fewer routes needed.

Vehicle Utilization

Percentage of truck capacity actually used. If truck holds 20 tons and typical route is 14 tons, utilization = 70%.

Implication: Low utilization (<60%) signals opportunity to consolidate routes or resize fleet.

Cost Per Stop

Total collection cost ÷ stops serviced. Includes labor, fuel, vehicle overhead, supervision.

Implication: Lower cost/stop = better efficiency = defensible rates.

Cost Per Ton

Total collection cost ÷ tons collected. Varies significantly by service type, geography, and operational efficiency.

Implication: Benchmark against peer systems; if higher, investigate inefficiency.

How Operational Data Is Collected

GPS & Telematics

Modern collection trucks equipped with GPS log every movement: stops, dwell time, idle time, speed. Telematics systems track fuel consumption, engine performance, driver behavior. Data feeds into route analysis software showing stop counts, times, and efficiency metrics in real time.

Cost: Modest per-truck annual investment for hardware + software. Benefit: Precise data, real-time optimization.

Time Studies

Dedicated observer rides routes and manually records time per stop, delays, system breakdowns. Typically 5–10 routes are sampled across different geographies (urban, suburban, rural) and service types (residential, commercial).

Cost: Moderate one-time investment for comprehensive study. Benefit: Detailed, validated data.

Stop Counts & Route Analysis

Manual or system-based count of collection points per route. Combined with billing system data (how many accounts per route) to cross-check accuracy. Reveals routes that are understaffed vs. overstuffed.

Cost: Low (internal staff). Benefit: Quick assessment of route balance.

Tonnage Tracking

Scale house records at transfer stations or landfills show total tonnage by route or day. When matched with customer accounts and billing data, reveals tons per account, tons per route, density patterns by geography.

Cost: Minimal (existing infrastructure). Benefit: Validates tons/stop and capacity utilization.

Collection Method Cost Comparison

Equipment choice directly impacts labor and efficiency:

Automated Side-Load (ASL)

Hydraulic arm on truck grabs and empties cart from curbside. One operator, minimal labor per stop.

Time per stop: 0.6–0.9 min (fastest)

Labor cost: Low (single operator)

Equipment cost: Higher truck cost plus higher maintenance due to hydraulic arm complexity

Best for: Dense urban/suburban areas with uniform carts.

Manual Rear-Load

Two workers manually dump cans into truck hopper. Labor-intensive but flexible and lower equipment cost.

Time per stop: 1.2–2.0 min (slower)

Labor cost: High (driver + helper = roughly 2x the labor cost of automated)

Equipment cost: Lower truck cost and simpler maintenance

Best for: Rural areas, variable cart types, uphill terrain.

Route Efficiency & Right-Sizing: A well-balanced route operates at 80–90% of truck capacity. When route data shows trucks operating at <70% capacity, it signals overstaffing — the system can consolidate routes and reduce crew count. Conversely, when routes regularly exceed 90% capacity, overloading occurs, forcing second trips or skipped collections. The solution: data-driven route redesign. Many utilities discover that 10–15% of routes are inefficiently configured and can be rebalanced without service cuts. This translates directly to lower cost per stop and therefore lower rates.

Automation Cost Trade-Off: Automated side-load equipment can cut time per stop roughly in half — a significant productivity gain. However, automated trucks have higher capital costs. The break-even depends on route density: higher-density routes (more stops per shift) justify the equipment investment through labor savings, while lower-density routes may be more cost-effective with manual collection. COS studies should analyze the optimal collection method mix for different geography types by comparing labor savings against incremental equipment and maintenance costs.

Key Takeaways

  • Operational metrics (stops/route, time/stop, tons/route, utilization) are the foundation of collection cost allocation
  • GPS/telematics, time studies, and stop counts provide data to validate and improve route efficiency
  • Automated side-load is fastest per stop but most capital-intensive; manual rear-load is slower but more flexible and cheaper
  • Route optimization typically uncovers 10–15% efficiency gains by rebalancing and rightsizing routes
  • Cost per stop and cost per ton metrics allow benchmarking against peer systems and identification of efficiency opportunities

Next: A single-year COS is just the starting point — multi-year planning keeps rates stable and predictable.

Multi-Year Financial Planning & Rate Phasing

A COS study produces rates for a single test year. But utilities need to plan beyond that year. What will costs look like in 2, 3, or 5 years? How should rates be phased in to avoid sharp increases that alarm customers? What reserves should be built to buffer against commodity volatility? Multi-year financial planning extends COS analysis into a full financial roadmap.

Learning Objectives

  • Develop multi-year rate projections incorporating cost escalation assumptions (CPI, fuel, labor, tipping fees)
  • Design rate phase-in schedules that balance revenue adequacy with customer impact
  • Explain reserve policies and how reserves buffer against operational and financial uncertainty
  • Distinguish between annual CPI adjustment and comprehensive rate studies

Three Keys to Multi-Year Planning

1. Escalation Assumptions

What increases: Labor (union contracts or market salary growth), fuel (volatile but trending up), tipping fees (regional demand), recycling processing fees (market-driven).

Typical rates: Labor 2.5–3.5% annually, fuel 3–5%, tipping fees 3–7%.

2. Rate Phasing Strategy

Gradual increase: 3–5% annual increases spread revenue adequacy across multiple years. One-time jump: Single large increase (10–25%) followed by modest inflation. Which works better?

Depends on political climate, reserve depletion, and customer perception.

3. Reserve Policies

Operating reserve: 30–90 days of operating expenses. Equipment replacement reserve: Dedicated fund for truck/equipment replacement scaled to fleet size and replacement cycle.

Reserves prevent service disruption and reduce borrowing costs.

Escalation Assumptions by Cost Category

Cost Category Current Trend Typical Escalation Driving Factors
Labor (drivers, mechanics) Tight market 2.5–4.0%/yr Union contracts, market competition
Fuel (diesel) Volatile 3–8%/yr (variable) Crude oil, geopolitics, demand
Landfill Tipping Fees Rising 3–7%/yr Capacity constraints, regulations
Recycling Processing Commodity-tied 2–10%/yr (volatile) Commodity markets, contamination
Maintenance & Parts Steady 2.5–3.5%/yr Inflation, equipment age
Administration Steady 2–3%/yr CPI, benefits inflation

Rate Adjustment Mechanisms

Annual CPI-Based Adjustment

Automatic formula ties rates to Consumer Price Index (CPI). E.g., rates adjust annually by (CPI + 1.5%), capped at 6% maximum. Reduces political friction but may lag actual costs if CPI underestimates sector-specific inflation.

Advantage: Predictable, reduces need for contentious studies. Drawback: May misalign with actual costs.

Periodic Rate Study (Every 3–5 Years)

Comprehensive COS study conducted every few years to reset rates to actual costs. Fills gap between annual adjustments and ensures rates reflect current operations, not accumulated drift.

Advantage: Accurate, transparent. Drawback: Consulting cost plus political visibility of the process.

The Garbage & Trash CPI Subcategory: The Bureau of Labor Statistics publishes a specialized CPI index for “Garbage and Trash Collection” (Series APUS49SAL74010) that tracks actual waste service cost inflation nationwide. Some jurisdictions now use this index directly in rate formulas: rates adjust annually by the Garbage CPI ± a floor/cap mechanism. This is more accurate than general CPI because it accounts for sector-specific cost pressures (fuel, labor in waste specifically). However, national CPI may not reflect local market conditions (landfill capacity in your region, union labor agreements unique to your city).

Revenue Stabilization Funds & Commodity Volatility Buffer: Recycling and organics processing fees are commodity-linked: when scrap metal, plastic, or compost market prices collapse, processing costs spike. Tipping fees also fluctuate with regional demand. To buffer customers from sudden rate jumps, many utilities establish a stabilization reserve: in good years (stable or falling commodity costs), excess revenue feeds the reserve; in bad years (commodity spikes), the reserve covers the shortfall. A well-sized stabilization reserve can smooth a significant commodity shock across one year rather than forcing a sudden rate increase. This requires discipline to avoid depleting the reserve for other purposes.

Key Takeaways

  • Multi-year projections require escalation assumptions for labor (2.5–4%), fuel (3–8%), tipping fees (3–7%)
  • Rate phasing can be gradual (annual 3–5% increases) or stepped (larger one-time increase); choice depends on political climate and reserve status
  • Operating reserves (30–90 days expenses) and equipment replacement reserves prevent service disruption and reduce borrowing costs
  • Annual CPI-based adjustments are simpler but less accurate than periodic comprehensive studies
  • Stabilization reserves buffer against commodity volatility and landfill tipping fee spikes

Next: Solid waste rates don’t exist in a vacuum — they must navigate regulatory requirements and public process.

Regulatory & Public Process

A COS study is a technical product, but rates are a policy decision. Cities and counties must follow state law, federal regulations, and local processes to set legally defensible rates. Understanding the regulatory landscape and public hearing requirements is essential for anyone guiding a rate-setting process. A technically perfect COS study can fail if the legal and political process is mishandled.

Learning Objectives

  • Identify key regulatory requirements for rate-setting in your state and locality
  • Navigate public hearing and notice requirements
  • Understand Proposition 218 and similar state-level rate approval constraints
  • Develop a communication strategy to translate COS findings into plain language for council and public

Regulatory Frameworks for Rate-Setting

State Regulatory Frameworks

Government-Owned Utilities: Most states require public notice and hearing before rates are raised, but approval process is simpler than investor-owned utilities. Governing body (city council, county commissioners) sets rates based on findings presented in study.

Investor-Owned/Private Utilities: Many states require Public Utility Commission (PUC) approval. PUC reviews cost justification, may hold hearings, may allow rate-of-return regulation (fixed profit margin).

Public Hearing & Notice Requirements

Advance Notice: Most states require 7–30 days written notice to all affected ratepayers before hearing. Notice must include proposed rate schedule, reason for increase, date/time of hearing.

Hearing Format: Public hearing where customers can comment. City must respond to public comments (can be in writing or at follow-up session).

Record & Findings: City must document the record, including COS study, public comments, and council findings justifying the rates.

Rate Protest Procedures

Protest Threshold: Varies by state. California Prop 218 (for most jurisdictions) requires majority protest (>50% of affected customers by account count) to block rates. Other states allow rate protests but do not necessarily require majority threshold to continue process.

Protest Hearing: If threshold is met, city must hold additional hearing to consider protests. Can result in rate adjustment or reaffirmation of original proposal.

Government-Owned vs. Investor-Owned Rate Setting

Government-Owned Utility (Most Common)

Authority: City or county ordinance sets rates. City council votes to approve.

Process: COS study → staff recommendation → public hearing → council vote.

Legal basis: State law requires due process (notice & hearing) but typically no PUC review.

Implication: City has flexibility to adjust rates, but must follow public process & be prepared to defend in court if challenged.

Investor-Owned/Private Utility

Authority: PUC (Public Utility Commission) sets rates. May require rate-of-return regulation (fixed % profit margin).

Process: COS study → filing with PUC → PUC review & hearings → order approving rates.

Legal basis: State statute granting PUC authority to regulate investor-owned utilities.

Implication: More regulatory scrutiny but also more predictability. PUC precedent guides rate design.

Proposition 218 (California) & Similar State Statutes: California’s Prop 218 (1996) established one of the nation’s strictest rate approval processes: utilities must provide written notice to all affected properties, hold a public hearing, and secure majority approval from property owners/customers (by count, not by dollar). A single property owner who represents >50% of affected properties can protest and block a rate increase. Many other states have adopted similar frameworks. For COS studies in Prop 218 jurisdictions, the study must be exceptionally clear and defensible because the bar for customer approval is high. Cities must be prepared to clearly explain the “why” behind rates, not just the “what”.

Public Communication Strategy

A strong public communication plan translates technical COS findings into language that council members and customers understand:

Executive Summary Document

5–10 page plain-language summary: what is a COS study, why this city needs a rate increase, what happens to the money, what the new rates are, timeline for implementation. Use charts, not tables. Avoid jargon.

Council Presentation

Visual presentation showing: current cost drivers, comparison to peer cities, consequences of not raising rates (service reductions, infrastructure decay), proposed rate schedule, phasing plan. Q&A prepared for anticipated objections.

Public Hearing Preparation

Anticipate common questions: “Why do rates have to go up?” “Are we wasting money?” “Is the study biased?” Prepare clear, concise answers. Have staff present findings, not consultants (builds trust).

FAQ & Website Content

Post study findings, rate tables, FAQs, and bill impact examples on city website. Make the study accessible: not buried in a 200-page technical document, but linked from prominent location with plain-language summary.

Key Takeaways

  • Government-owned utilities follow public notice/hearing/council vote process; investor-owned utilities require PUC approval and rate-of-return regulation
  • State laws (including Prop 218-type statutes) may impose strict notice and approval thresholds; COS study must be exceptionally defensible
  • Rate protests, if meeting threshold, trigger additional hearing and possible adjustment
  • Public communication strategy — executive summary, council presentation, FAQ, website — is as important as the technical study itself
  • City staff and council members must be prepared to explain the “why” behind rates in plain language, not technical terms

Next: Looking beyond traditional budgeting, full cost accounting provides a comprehensive view of true service costs.

Full Cost Accounting

A traditional COS study captures current operating costs: collection, disposal, recycling, administration. But it often misses past costs and future costs. Full Cost Accounting (FCA), a framework promoted by EPA and sustainability advocates, expands the lens to include historic environmental liabilities, future post-closure obligations, and environmental externalities. For many utilities, FCA reveals that customers are paying less than the true total cost of waste service.

Learning Objectives

  • Define full cost accounting and explain how it differs from traditional budgeting and COS methodology
  • Identify and quantify past costs (closure of old facilities, legacy environmental cleanup)
  • Recognize present costs (current operations) as captured in the traditional COS
  • Project future costs (post-closure care, equipment replacement, capacity planning)
  • Understand the concept of hidden subsidies and how FCA reveals who actually pays for waste service

The Three Layers of Full Cost Accounting

Full Cost Accounting Framework PAST COSTS Closure of old landfills (final cover, caps, closure care), remediation of contaminated sites Environmental cleanup from past practices, legacy debt from prior decades PRESENT COSTS (Current Operations) Collection labor, vehicles, fuel — captured in traditional COS Disposal (landfill tipping fees, transfer station ops), recycling processing, administration This is what the standard COS study measures FUTURE COSTS Post-closure care of current landfills (30+ years of groundwater monitoring, leachate management) Equipment replacement (fleet turnover in 10–15 years), capacity expansion, climate adaptation TOTAL COST OF SERVICE = SUM OF ALL THREE LAYERS

Detailed Cost Component Breakdown

Past Costs

Old landfill closure: Final capping, drainage, vegetation of closed facility. Costs scale with acreage and site complexity.

Environmental remediation: Cleanup of contaminated groundwater, soil from historical disposal practices. Costs vary enormously by site conditions.

Legacy debt: Bonds issued in prior years to fund infrastructure, still being repaid.

These costs appear as ongoing annual debt service or one-time cleanup project expenditures.

Present Costs

Collection: Labor, vehicles, fuel, maintenance — typically the largest cost category.

Disposal: Landfill tipping fees, transfer station operations.

Administration: Staff, utilities, equipment, overhead.

This is the standard COS — what traditional rate studies measure.

Future Costs

Post-closure care: 30-year obligation for groundwater monitoring, leachate management, gas monitoring — significant annual costs.

Equipment replacement: Fleet trucks depreciate over 10–15 years; reserve funding must match the replacement cycle.

Capacity expansion: New landfill or expanded transfer facility projected in 10–20 years — a major capital project.

Present-value analysis captures these long-term obligations, which often dwarf annual operating costs.

Hidden Subsidies & Who Really Pays: Many solid waste utilities are funded partially by general fund or property tax subsidy, in addition to solid waste rates. When this occurs, customers are not paying the full cost of service — taxpayers are subsidizing waste collection. FCA framework makes this visible: if total full-cost obligations exceed rate revenue, the gap is being subsidized by the city general fund. This cross-subsidy may be intentional policy (city council decides waste service is a public good worthy of tax support) or unintentional (city hasn’t updated rates to reflect true cost). FCA study should calculate and disclose the subsidy amount so council can make informed decisions about whether it’s sustainable long-term.

Environmental Externalities & Unpriced Costs: While FCA focuses on monetary costs, it also provides framework for disclosing environmental impacts not fully captured in rates. Landfills generate greenhouse gases (methane, CO2 from decomposition and equipment); leachate poses groundwater contamination risk; collection vehicles emit particulates and NOx. Some FCA frameworks calculate monetized environmental cost (e.g., social cost of carbon) and disclose alongside traditional rate cost. This is not required by law but provides transparency: customers can see that waste management has hidden environmental costs that may not be reflected in the rate they pay. As climate and environmental regulations tighten, more cities are adopting FCA-style disclosure.

Full Cost Accounting in Practice

Illustrative framework showing how costs are layered in a full cost accounting analysis:

Cost Category Illustrative Share of Full Cost Typically Funded By
PAST COSTS
Old landfill closure (ongoing) ~3–5% General fund or rates
PRESENT COSTS
Collection labor, vehicles, fuel ~45–50% Waste rates (primary)
Disposal (tipping + transfer) ~18–22% Waste rates
Administration ~8–12% Waste rates
FUTURE COSTS (Annual Reserve Accrual)
Post-closure financial assurance ~10–14% Waste rates (tipping fee component)
Equipment replacement reserve ~6–10% Waste rates
TOTAL FULL COST 100%

When current rates recover less than 100% of full cost, the gap is funded by general fund subsidy or deferred to future ratepayers. FCA makes the size of this gap transparent to decision-makers.

Key Takeaways

  • Full Cost Accounting includes past costs (closure, remediation), present costs (current operations), and future costs (post-closure, equipment replacement)
  • Traditional COS typically captures only present costs; FCA reveals hidden past and future obligations
  • Hidden subsidies occur when rates do not recover full costs and general fund or property tax fills the gap
  • Environmental externalities (greenhouse gas emissions, groundwater contamination risk) can be disclosed alongside traditional monetary costs
  • FCA framework provides transparency about true total cost of waste service, helping councils make informed policy decisions about subsidies and rate adequacy

You’ve now completed the full training program on solid waste cost of service studies. From foundational COS concepts through rate design, special services, operational data, financial planning, regulatory processes, and full cost accounting — you have the knowledge to understand, guide, and defend rate-setting decisions in your community.

Putting It All Together

The COS study produces defensible, cost-based rates for every service category. Here's how each element of the study connects to create the final rate structure.

Learning Objectives

  • Trace the complete COS workflow from test year through final rate calculation
  • Interpret a COS breakdown chart showing how costs flow to each service category
  • Explain how each element of the study connects to produce the final rate structure

The Complete COS Flow

Test Year Budget + Adj. Revenue Requirement Allocations Direct + Indirect Billing Units Customers/Tonnage Cost of Service = Rate Total Cost ÷ Billing Units Residential Rates Commercial Rates Roll-Off Rates

Key Takeaways

Fairness Through Cost Causation

A COS study ensures each customer class pays for the costs they cause. Residential customers aren't subsidizing commercial service, and vice versa.

Defensible & Transparent

Every rate can be traced back through the allocation methodology to a specific cost. This transparency is essential when presenting rates to a governing board or responding to customer challenges.

Unique to Solid Waste

The service-category approach, collection matrix billing units, and tonnage-based disposal allocations are distinct to solid waste — making specialized expertise critical for an accurate study.

Regular Updates Matter

As costs change — fuel, tipping fees, labor, recycling markets — rates must be updated. Most utilities benefit from updating their COS every 3–5 years or when major cost shifts occur.

Cost of Service by Category

Toggle between cost views to explore how expenses are distributed

Extended Producer Responsibility (EPR)

A growing number of states — including Colorado, Oregon, California, Maine, and Minnesota — have enacted laws requiring manufacturers to fund end-of-life management of packaging. EPR shifts recycling costs from ratepayers to producers, potentially reducing the recycling component of the revenue requirement. COS studies in EPR states must account for how producer funding offsets or replaces ratepayer-funded recycling programs.

Landfill Capacity & Tipping Fees

Regional landfill capacity constraints are driving tipping fees sharply higher in some markets — from $30–50/ton in landfill-abundant regions to $80–120+/ton where capacity is tight. Since disposal allocation is tonnage-based, tipping fee volatility flows directly into rates. Multi-year COS projections should incorporate tipping fee escalation rates and evaluate long-term disposal alternatives (waste-to-energy, regional transfer agreements) as part of financial planning.

Key Takeaways

  • The COS study produces a complete, traceable chain from operating costs through allocation to final rates
  • Each step builds on the prior: test year feeds revenue requirement, which feeds allocation, which feeds rate calculation
  • The result is defensible rates that reflect the actual cost of providing each type of solid waste service

How NewGen Can Help

Every rate study tells a story — about your community, your infrastructure, and the services your residents and businesses depend on. We help you tell that story with clarity, confidence, and defensible analysis.

Thousands of Rate Studies

We’ve guided utilities of every size through cost of service studies — from small municipal solid waste operations to large multi-service systems. That experience means we know what works.

Defensible Before Any Board

Our recommendations are built on rigorous methodology that holds up under scrutiny — whether in a city council chamber or before a public utility commission.

Experts in Your Data

Your route data, tonnage records, and fleet metrics hold the answers. We help you unlock insights from your own operations to build smarter rate structures.

Jurisdictional Expertise

Every state and governing body has its own regulatory landscape. We understand the nuances and tailor our approach so your rate case fits your jurisdiction.

Trusted Advisors

Long-term partnerships with utilities who return to us study after study. We don’t just solve today’s rate case — we help you build a framework for the challenges ahead.

Stakeholder Communication

Great analysis means nothing if you can’t communicate it. We help you translate complex rate studies into clear narratives for every audience.

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