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HomeMy WebLinkAbout1994-11-29 Packet CITY OF UKIAH CITY COUNCIL AGENDA Regular Adjourned Meeting CIVIC CENTER COUNCIL CHAMBERS 300 Seminary Avenue Ukiah, CA 95482 November 29, 1994 4:00 p.m. o . Roll Call AUDIENCE COMMENTS ON NON-AGENDA ITEMS The City Council welcomes input from the audience. In order for everyone to be heard, please limit your comments to three (3) minutes per person and not more than ten (10) minutes per subject. The Brown Act regulations do not allow action to be taken on audience comments. 3. NEW BUSINESS a. Workshop with Discussion Concerning Electric Utility Operations and Issues i. Northern California Power Association Orientation Regarding Direct Process and Risk Assessment Study (Retail Wheeling) ii. Undergrounding of Utilities - Review and Recommendations iii. Lake Mendocino Hydroelectric Plant Operations iv. Electric Distribution Operation - Review and Recommendations v. Revenue Requirements and Generation - Review and Recommendations vi. Customer Rate Paying Policies - Review and Recommendations b. Possible City Council Direction Regarding Issues Reviewed and Discussed During Workshop 4. ADJOURNMENT The City of Ukiah complies with ADA requirements and will attempt to reasonably accommodate individuals with disabilities upon request. M E M 0 R A N D U M DATE: TO: FROM: January 20, 1988 Honorable Mayor and Councilmembers D. Kent Payne, City Manager SUBJECT: REPORT ON UNDERGROUNDING OF CITY ELECTRIC FACILITIES UNFINISHED BUSINESS - 9b MEMORANDUM DATE: TO: FROM: January 6, 1988 D. Kent Payne, City Manager ~ Maurice K. Koper, Director of Electric Utilit. SUBJECT: City Council Goals - Undergrounding of Electric Facilities on State Street within the City limits At the September 3, 1987 meeting~ith the City Council to discuss City Council goals we presented a memorandum and a map outlining a construction schedule along with estimates for undergrounding State Street within the City limits. This proposal was well received by the City Council and, in fact, they asked that we revise our proposal to include the undergrounding of the three main feeders into the City from the freeway on Perkins, Gobbi, and Talmage Road. This has now been done and the revised schedule along with today's costs and future costs based on a 5% escalation per year is provided for the Council's consideration. Scheduled Construction Location Today's Cost Cost at time of construction Phase 1 1989 Perkins St. $ 241,141.00 $ 272,955.00 Phase 2 1991 State, Clay to Gobbi St. 158,000.00 189,600.00 Phase 3 1994 Gobbi St. 282,837.00 381,830.00 Phase 4 1998 State, Henry 270,560.00 419,368.00 to Low Gap Rd. Phase 5 2000 State, Low Gap ~ Empire Dr. 360,000.00 594,000.00 Phase 6 2002 Phase 7 2005 State, Gobbi to Laws Ave. Talmage Rd. 626,000.00 211,814.00 1,095,500.00 402,446.00 TOTAL COSTS $2,150,352.00 $3,355,699.00 As with our previous memo, these estimates include the immediate area of State Street and do not extend on to the side streets any significant amount. Should it be necessary to extend some of the side streets, this could increase the costs as shown in these estimates. We believe the eJtimates are reasonably accurate and should provide the Council with a planning tool to determine how they might want to approach the undergrounding of these facilities in the future. This does not account for any costs for cable television or telephone costs. These would be their responsibility. It is also our intent to suggest that after the Council reviews this information that we would be approaching the Council to set up undergrounding districts so that other agencies such as cable television, telephone, and P.G.and E. would be able to schedule their activities in such a matter as to coordinate with the City's undergrounding plans. wp :MKR: kr }i E M O R A N D U M DATE: TO: FROM: January 20, 1988 Honorable Mayor and Councilmembers D. Kent Payne, City Manager SUBJECT: REPORT ON UNDERGROUNDING OF CITY ELECTRIC FACILITIES UNFINISHED BUSINESS - 9b MEMORANDUM DATE: TO: FROM: January 6, 1988 D. Kent Payne, City Manager ~ Maurice K. Roper, Director of Electric Uttlit. SUBJECT: City Council Goals - Undergrounding of Electric Facilities on State Street within the City limits At the September 3, 1987 meeting~ith the City Council to discuss City Council goals we presented a memorandum and a map outlining a construction schedule along with estimates for underground~ng State Street within the City limits. This proposal was well received by the City Council and, in fact, they asked that we revise our proposal to include the undergrounding of the three main feeders into the City from the freeway on Perkins, Gobbi, and Talmage Road. This has now been done and the revised schedule along with today's costs and future costs based on a 5% escalation per year is provided for the Council's consideration. Scheduled Construction Location Today's Cost Cost at time of construction Phase 1 1989 Perkins St. $ 241,141.00 $ 272,955.00 Phase 2 1991 State, Clay to Gobbi St. 158,000.00 189,600.00 Phase 3 1994 Gobbi St. 282,837.00 381,830.00 Phase 4 1998 State, Henry to Low Gap Rd. 270,560.00 419,368.00 Phase 5 2000 State, Low Gap ~ Empire Dr. 360,000.00 594,000.00 Phase 6 2002 State, Gobbi to Laws Ave. 626,000.00 1,095,500.00 Phase 7 2005 Talmage Rd. 211,814.00 402,446.00 TOTAL COSTS $2,150,352.00 $3,355,699.00 As with our previous memo, these estimates include the immediate area of State Street and do not extend on to the side streets any significant amount. Should it be necessary to extend some of the side streets, this could increase the costs as shown in these estimates. We believe the e~timates are reasonably accurate and should provide the Council with a planning tool to determine how they might want to approach the undergrounding of these facilities in the future. This does not account for any costs for cable television or telephone costs. These would be their responsibility. It is also our intent to suggest that after the Council reviews this information that we would be approaching the Council to set up undergroundtng districts so that other agencies such as cable television, telephone, and P.G.and E. would be able to schedule their activities in such a matter as to coordinate with the City's undergrounding plans. wp :MKR: kr 0 ~, m,m °~ MEMORANDUM DATE: TO: FROM: SUBJECT: NOVEMBER 23, 1994 CITY COUNCIL CHARLES L. ROUGH, JR., CITY MANAGER ~ NOVEMBER 29, 1994 ELECTRIC UTILITY WORKSHOP The November 29 workshop is intended to provide basic information regarding the Electric Utility, forecasts relative to the medium range future of the Utility, and background data for the pending rate modification. It will also be an opportunity to discuss the City's position within the Northern California Power Association (NCPA). The topics to be considered at the workshop include: 1 m 3. 4. 5. 1 Direct Access (Retail Wheeling) and Ongoing Risk Assessment Study by NCPA Undergrounding Projects Lake Mendocino Operation Electric Distribution Operation Revenue Requirements and Revenue Generation a. Cost of Service b. Generation c. Transmission d. Distribution e. Depreciation f. Non-Energy Related Customer Rate Paying Policies lm DIRECT ACCESS (RETAIL WHEELING) AND ONGOING RISK ASSESSMENT STUDY BY NCPA Mike McDonald, General Manager of NCPA, and members of his staff, will be in- attendance at the workshop to provide the Council with a presentation on Direct Access and its possible implication for our Electric Utility, and the Risk Assessment study being compeleted under their directions. 2-5. UNDERGROUNDING PROJECTS, LAKE MENDOClNO OPERATION, ELECTRIC DISTRIBUTION OPERATION, AND REVENUE REQUIREMENTS AND REVENUE GENERATION These items are outlined or discussed in detail in the November 28, 1994 report "Revenue Requirement Analysis for the City of Ukiah Electric Utility" prepared by Darryl Barnes, Director of Electric Utility (Attachment No. 1, pages 3-34). Darryl will be discussing these matters with the Council at the workshop. 6. CUSTOMER RATE PAYING POLICIES Attachment No. 2 (pages 35-38) discusses current and proposed policies relative to the manner in which customer service and billing are processed. Recommendations for modifications are presented for City Council consideration. mfh:adrnin ELECTRIC WORKSHOP 2 REVENUE REQUIREMENT ANALYSIS CITY OF UKIAH ELECTRIC UTILITY NOVEMBER 28, 1994 Mendocino Operation Complete repair of damaged plate and reinforcement of existing plate in December 1994- $110,000 contracted Contract for routine maintenance and periodic equipment inspections - $30,000 to $50,000 annual contract Contract for FERC required annual penstock inspection and maintenance program- $7,000 to $10,000 annual contract Operation and maintenance of dissolved oxygen system and Corps pre-flood inspection work- $120,000 annually ake Mendocino Operation Upgrade and maintain SCADA system for remote operation of power plant - $30,000 Operation of water supply system to state fish hatchery- $30,000 generation loss annually Continual correspondence, reporting and coordination of operation with: a) COrps of Engineers b) Federal Energy Regulatory Commission c) California Department of Fish and Game Design, process and construct revenue, .redevelopment and upgrade projects - $200,000 annually on contract basis Design and reconductor main circuits to standards - $100,000 annually for 5 years on contract basis Re-configure underground system- $60,000 annually for 5 years Eliminate PCB high risk equipment- $50,000 annually for 3 years Protection scheme of system Operation manual of system UNDERGROUNDING PROJECTS PHASE I- GOBBI STREET TO SEMINARY- $400,000 FOUR ADDITIONAL PHASES OVER NEXT FIVE YEARS - $1,800,000 SYSTEM IMPACTS - AESTHETICS -COST $80 vs. $20 PER FOOT -INCREASED OUTAGE TIME - EMPLOYEE SAFETY REQUIREMENTS -REDUCED CABLE LIFE - ACQUIRE EASEMENTS POLICY ISSUES - REQUIRE OWNER TO UNDERGROUND SERVICE - PURCHASE 2,400 ft~ OF UTILITY EASEMENT GOBBI TO SEMINARY STATUS - INITIAL DESIGN COMPLETE -PENDING STATE STREET CONTOUR DESIGN - PENDING FINAL EASEMENTS EXECUTIVE SUMMARy The completion of the Fiscal 1994-1995 Electric Utility Budget gave indications that with the currently planned level of expenditures, and the expiration of the Power Sale Contract with the Western Area Power Administration, additional revenues would be required to cover an anticipated operating loss. It is anticipated that the shortfall will be approximately $349,879 in the current operating year. This will translate into a revenue requirement increase of 3.3% for this year. In order to obtain an indication of the effect of this revenue requirement increase on future years and to determine what future revenue requirements can be expected, an analysis was conducted to determine the future revenue requirement for a five year period covered by the fiscal years 1994-1995 through 1998-1999. Expected operating expenses and non-rate generated revenue increases were assumed based on anticipated furore revenue projects and operating requirements. The results of this analysis are defined in Section 6 of this report. The results indicated that a total of $891,402 of increased revenues will be required over the five year study period. Should the Council elect to increase annual revenues by the $349,879 indicated in the 1994-1995 and 1995-1996 fiscal year, an additional $541,523 will be required during this time period. The comparisons in Section 6 reflects an effort to determine the magnitude and timing of various revenue requirement increases in an effort to determine which program will require the least amount of revenue increases over the study period to give Council an indication of the possible furore impacts of various alternatives. Should the Council elect to adopt the 3.3% increase for the 1994-1995 fiscal year, a determination will be required as to the amount of increase that will be required by each rate class. Section 7 of this report reflects staffs recommendation relative to meeting this requirement. A model of customer's monthly use patterns was formulated for the three rate classes of customers. These classes are Residential, General Services, and General Services with Demand. The General Service Class is our small commerical customers, such small retail stores and offices. The General Services with Demand, represents our larger commercial customers such as Wal- Mart and K-Mart, that have a large power demand requirement. The recommendations in Section 7 are as follows: 1) Increase the Residential Tier 1 energy charge by 3.5%, and not increase the Tier 2 energy charge. In addition, staff would recommend decreasing the summer energy lifeline allowance from 410 KWH to 360 KWH. This change fits with our energy conservation goals and will reduce the cost advantage of an all electric residence. In addition, the winter lifeline rate should be reduced from 772 KWH to 660 KWH again to reduce the cost advantage of an all electric residence. These changes would result in an overall 2.8% increase in residential rates and would produce approximately $109,621 in additional annual revenues. This will maintain a revenue requirement approximately 7.3% below Pacific Gas and Electric Company's current residential rates. 2) It is recommended that the General Service rate class be restructured to reflect the seasonal cost requirements of the utility. Energy is least cosily in the winter and most costly in the summer. Therefore, it is recommended that the Winter energy cost be reduced 2.7% and that the Summer energy charge be increased 8.2%. This change will produce an annual increase in revenues from this class of $92,307 or 3.3%. These changes will bring the class in line with our tree cost of service. These changes will place this rate class approximately 7.1% below Pacific Gas and Electric Company. 3) In the General Service with Demand rate class it is recommended that the Winter energy charge be increased by 3.0% to reflect our seasonal cost of energy. It is recommended that the Summer energy charge remain at the current level. The other area in which seasonal cost should be reflected is in the Winter and Summer Demand Charge. Currently the charge has been distributed at the $3.60 / KW-Month for both Winter and Summer. It is recommended that this charge be structured to reflect our actual cost for Summer and Winter, and that the Winter Demand rate be held at the $3.60 / KW-Month and that the Summer Demand rate be increased to $5.75 / KW-Month. These changes would result in an increase of revenues for this rate class of $128,677 or 4.3%. All of these changes will result in an increase of annual revenues of approximately $349,879 which reflects an overall revenue increase of 3.3% and that this revenue increase will cover all expected expenses for this fiscal year. - /D--- SECTION Introduction The purpose of this analysis is to evaluate the current rate structure of the Electric Utility and to recommend changes and adjustments to the rate schedules to satisfy the current and future revenue requirements. The Electric Utility will experience increased revenue requirements beginning with the 1994-1995 Fiscal Year, as result of the expiration of the Western Area Power Administration Power Sale Agreement relative to the Lake Mendocino Hydro Project and the increased funding required for the Underground District Projects and other planned projects over the next five year operating period. An effort will be made in this analysis to determine the cost of service for the electric utility and the cost for each area of expenditure that contributes to that cost of service. This determination will become important as cost cutting measures become important relative to keeping the Electric Utility competitive with other service providers. It will also give us a benchmark to evaluate the economic performance of the utility. This will become very important as the world of direct access and retail wheeling unfolds in the fututre. Even if the requirements for retail wheeling are not probable in the near furore, the world of competition will remain a concern in the electric utility industry, as consumers become more aware of their bargaining power for utility services. Cost of Service The following Tables show the total cost of providing service to our electric customers. This cost of service is based on the anticipated expenditures for each area of the utility. As can be seen, expenses for the utility are separated into five classes. They are Generation, Distribution, Transmission, Depreciation and Non-Energy. The first three items are directly related to the production and transportation of our product. Depreciation is an expense that is collected and pooled for the replacement of capital equipment and projects. The Non-Energy items are those expenses that relate to services and other costs of doing business, and are reflected as departmental transfers and allocations. As can be seen in Table 1-1 our current five year plan was designed to hold the cost of service to our customers constant over the time period. Table 1-2 reflects the cost of service as a percentage for each area of expenditure. It can clearly be seen that the cost of generation is by far the largest component of our business. As such any small change in this component could significantly alter the cost of service and the related revenue requirements. The Non-Energy expenses is the next largest component of expense to the. cost of service. TABLE 1-1 · COST OF SERVICE - S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Generation 0.079 0.079 0.078 0.077 0.076 Transmission 0.002 0.002 0.002 0.002 0.002 Distribution 0.007 0.007 0.007 0.007 0.007 Depreciation 0.009 0.009 0.009 0.009 0.009 Non-Energy 0.016 0.017 0.017 0.017 0.017 ,,, Total 0.113 0.114 0.113 0.112 0.111 TABLE 1-2 PERCENT CONTRIBUTION Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Generation 69.9 69.3 69.0 68.8 68.5 Transmission 1.8 1.8 1.8 1.8 1.8 Distribution 6.2 6.1 6.2 6.3 6.3 Depreciation 8.0 7.9 8.0 8.0 8.1 Non-Energy 14.1 14.9 15.0 15.1 15.3 Table 1-3 represents the total expected expenditure for each class of expense for the five year study period. It is expected, that these revenue requirements will increase at the rate of approximately 1.5% annually. This increase reflects the anticipated increase in salaries for City of Ukiah employees as they relate to the Electric Department and Northern California Power Agency staff. In addition, the Non-Energy area is also related to services provided by other City of Ukiah Departments and is directly related to salaries. TABLE 1-3 Fiscal Year Generation Transmission Distribution Depreciation Non-Energy Total 1994-1995 8,263,400 200,600 722,000 890,000 11,779,879 ANNUAL REVENUE REQU/REMENTS 1995-1996 8,306,200 182,800 739,000 905,000 1,759,368 11,892,368 1996-1997 8,394,200 185,000 756,400 921,667 1,790,712 12,047,979 1997-1998 8,435,600 185,000 774,300 938,334 1,823,984 12,.157,218 1998-1999 8,478,200 187,000 792,600 957,000 1,854,202 12,269,002 The Depreciation expense reflects the increased requirement for funding as additional capital equipment and projects are added to the assets of the Electric Utility. SECTION 2 Generation The cost of generation is composed of three components, Ukiah owned generation that is operated by the Northern California Power Agency, Ukiah owned and operated, and purchased power. In all cases the capacity and energy for each class except the Ukiah owned and operated units are dispatched by the Northern California Power Agency. The Ukiah owned and operated unit represents the Lake Mendocino Hydro Project, from which the energy and capacity is scheduled based on the water requirements of Sonoma County and the Corp of Engineers for flood control and is placed directly into the City of Ukiah electric distribution system. This capacity and energy reduces the amount of purchased power required that would be required from other sources. Currently the City of Ukiah holds a participation share of the following projects: Geothermal Projects 1 and 2 Hydro Project 1 Combustion Turbine 1 The City of Ukiah currently has power purchase agreements with the following: Western Area Power Administration Washington Water and Power Seattle City Light Midway Sunset Co-Generation The participation units which represent City of Ukiah ownership have an average cost to the system of $ 0.1070/ KWH. It is anticipated, that these costs will increase slightly in the future, due to the reduced output of the geothermal units caused by the loss of pressure in the steam field. However, it is expected that the cost of power from NCPA will remain fairly constant over the study period. Alternatives are being explored relative to maintaining unit operations to cover the debt service period. These options include, the addition of low pressure turbine operation, water injection at the steam fields and unit shut downs in an effort to save steam field pressure. The purchase contract with the Western Area Power Administration is based on a ten (10) year contract. This contract was renewed and will run from July 1, 1994 through June 30, 2004. The cost of the purchase power under this contract is $ 0.028/KWH. It is expected that the cost of this power will increase slightly over the contract term. However, this could change significantly, depending on various options being explored by congress relative to the various power marketing districts, Any additional requirements relative to improving fish habitat, or water quality concerns such as the Bay-Delta requirements could have a significant impact on the cost of WAPA power. The largest impact could occur due to the effort to install the temperature control device at Lake Shasta in to reduce the bypass water currently required for fish, that reduces the amount of water that can be used for generation. The Lake Mendocino Hydro Project represents $ 0.1665/KWH toward the cost of generation. The primary cost component of the project, is the debt service of $2,000,000 annually. Other factors are the requirement of oxygen addition to the river for fish habitat, that is a requirement of our operating license and results in an annual expenditure of $100,000 for oxygen. The annual royalty paid to the Federal Energy Regulatory Commission for the use of government facilities of approximately $20,000 annually. TABLE 2-1 _ANNUAL ENERGY - KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 13,254,000 13,254,000 13,254,000 13,254,000 13,254,000 Western 45,727,200 45,727,200 45,727,200 45,727,200 45,727,200 NCPA 44,758,300 46,828,000 48,939,100 51,092,400 52,190,600 Total 103,739,500 105,809,200 107,920,300 110,073,600 111,171,800 The energy estimates for the Lake Mendocino Projects are based on an average dry year generation. It is expected that the generation will remain minimum from the Lake Mendocino project over the five year period of this study. Although this assumption is considered conservative, it will allow for a margin of safety relative to the expenses for generation. The energy supplied by the Western Area Power Administration is expected to be at contract maximums during this study period. The additional energy required for meeting the City of Ukiah load requirements will be supplied through City owned units or through purchased power contracts. TABLE 2-2 ENERGY COSTS - DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 2,164,000 2,150,000 2,150,000 2,150,000 2,150,000 Western 1,300,000 1,339,000 1,379,200 1,420,600 1,463,200 NCPA 4,799,400 4,817,200 4,865,000 4,865,000 4,865,000 Total 8,263,400 8,306,200 8,394,200 8,435,600 8,478,200 The cost of service for generation is that cost that contributes to the total cost of service to our customers. As can be seen, although the cost of the Lake Mendocino energy is high relative to other sources, the amount supplied to meet our load is small, and therefore contributes only slightly to the total cost of service. TABLE 2-3 COST OF SERVICE- S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 0.163 0.162 0.162 0.162 0.162 Western 0.028 0.029 0.030 0.031 0.032 NCPA 0.107 0.103 0.099 0.095 0.093 Total 0.079 0.079 0.078 0.077 0.076 The cost of NCPA power will increase slightly over the study period. This is due to the assumption that California will continue to remain in a drought condition and therefore will not be able to generate maximum output from the hydro projects. In addition, it assumes that the output from the geothermal units will continue to decline as the steam field pressure continues to drop. Projects are underway that could reduce the impact of the steam reductions. One option is the Lake County effluent pipleline projects. This project Will pump Lake County effluent to the Geyers Steam field and inject the water into the wells in an effort to increase the amount of steam production. A second option that is being considered, is the combination of NCPA and Pacific Gas and Electric Company's steam field and the shutdown of some of the generating units, in an effort to maintain the existing steam at higher pressures. This would of course be done on some cost/benefit sharing basis. The NCPA cost of service includes all NCPA charges, including administration, dispatch services and member services in addition to the generation related expenses. SECTION 3 Transmission The City of Ukiah's participation in the California- Oregon Transmission Project (COTP) through our membership in the Transmission Agency of Northern California has provided the City with the ability to access power sources in the Northwest and Southwest. This should provide two benefits: 1) lower cost hydro power on peak and 2) the advantage of seasonal differences, which means power is available when our system peaks. The City of Ukiah is currently receiving energy from a contract with Washington Water and Power Company and will receive energy through a seasonal exchange agreement with the Seattle City Light. The City of Ukaih's participation also provides the ability to sell power and transport it on the transmission system to potential markets, without having to pay wheeling charges to other utilities for use of their transmission facilities. Currently the City's annual expense for our share of the California - Oregon Transmission Project and the South of Tesla portion of the transmission project is shown in Table 3-1. TABLE 3-1 TRANSMISSION COST-DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 SOT 13,400 10,000 10,000 10,000 12,000 COTP 187,200 172,800 175,000 175,000 175,000 TOTAL 200,600 182,800 185,000 185,000 187,000 The City of Ukiah is currently utilizing the South of Tesla portion of the transmission line to transport energy from Midway Sunset to the City of Ukiah. TABLE 3-2 TRANSMISSION COST OF SERVICE - S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 SOT 0.00013 0.00009 0.00009 0.00009 0.00011 COTP 0.00180 0.00163 0.00162 0.00159 0.00157 TOTAL 0.00193 0.00172 0.00171 0.00168 0.00168 The annual cost for transmission in this study were taken from the NCPA 1994 and 1995 budget and projected transmission requirements for our loads through the study period. SECTION4 Distributio~i This area of the analysis covers the cost of upgrading and maintaining the distribution system within the city. This is a very important part of the total utility system, since this system is needed to service our customers. The condition of this system determines the amount of outages related to system failure which directly impact our customers. The Ukiah system is in need of upgrades. Aged poles and thermally stressed conductors result in poor system reliability and a large number of damage claims. The lack of system protection equipment continues to be a concern. It is important that we continue to work to upgrade our distribution system. As a result, we should be directing a portion of our operation and maintenance budget to the replacement of electrical infrastructure. Fiscal Year Overhead Underground Admin & General TABLE 4-1 DISTRIBUTION COST- DOLLARS 1994-1995 157,000 195,000 320,000 50,000 722,000 0.0070 1995-1996 161,700 200,900 326,400 50,000 739,000 0.0070 1996-1997 166,600 206,900 332,900 50,000 756,400 0.0070 1997-1998 171,600 213,100 339,600 50,000 774,300 0.0070 1998-1999 176,700 219,500 346,400 50,000 792,600 0.0071 The majority of the cost reflected in this section is related to salaries. The Overhead and Underground portion of the costs represent salaries only. The Administration and General reflects the salaries of the Director, Distribution Engineer and the Operations Supervisor. Other costs that are adminstration related include, JPA Related Travel, Bulk Meter Rentals from both NCPA and the Western Power Administration, Telephone Costs and other similial- type of expenses that relate to the administration of the electric utility. Depreciation The other major expense in this section is the cost of depre~ciation for the utility. Table 4-2 outlines the capital projects that are planned for the study period and their related effect on the depreciation expense. It is anticipated, that approximately $300,000 of annual projects would be preformed by contract. This will allow a rapid increase in system improves, without having to staff up for a short term (less than five years) construction program. TABLE 4-2 CAPITAL PROJECTS - DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Capital Projects 650,000 450,000 500,000 500,000 560,000 Depreciation 890,000 905,000 921,667 938,334 957,000 S/KWH 0.0086 0.0086 0.0085 0.0085 0.0086 Capital Projects included over the next five year period will include system improvemnets such as reconductoring of feeders, removal of 4Ky systems, Low Gap Intersection up-grade and Underground District work planned over the study period. SECTION _Non - Energy Related Expense The expenses outlined in this area are related to services provided by other departments and charges to the electric utility through allocated transfers. These include: Utility Billing, Purchasing, Garage, General Governmental Services, Finance Services and Dispatch Services. These allocated transfer will amount to $1,703,879 in the 1994 - 1995 fiscal year. These are expenses that are allocated to the Electric Department. TABLE 5-1 NON-OPERATING EXPENSES-DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Meter Reading 80,423 83,640 86,986 90,465 90,466 Utility 183,770 189,283 194,496 200,810 206,835 Billing Purchasing 75,811 78,085 80,428 82,841 85,326 General Government 588,704 606,365 624,556 643,293 662,592 Dispatching 22,359 23,253 24,183 25,151 26,157 Garage 42,759 44,042 45,363 46,724 48,126 Uncollected Bills 55,000 60,000 60,000 60,000 60,000 In Lieu Fee 655,053 674,700 674,700 674,700 674,700 Total 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 S/KWH 0.0164 0.0166 0.0166 0.0166 0.0167 The meter reading expe, nses, purchasing and warehousing, general governmental charges, dispatching, are directly related to salaries. Therefore, it was assumed that these cost would increase based on an annual salary increase of approximately 4%. Garage charges include the cost of fuel and parts in addition to salaries. Therefore, it was assumed that this component would increase less rapidly as the other charges. It was assumed that the amount of uncollected bills would remain approximately the same over the study period. However, it should be noted that the electric utility has no control over the amount required for uncollected bills. The In Lieu Fee was based on the assumption that no additional revenue requirement would be required after this fiscal year. SECTION 6 Revenue Re~_uirements The revenue requirements based on the 1994 - 1995 fiscal budget and projects for the next four fiscal years are shown in Alternate 1. The results, indicate that an additional revenue requirement of approximately $350, 000 will be required in order to place the electric operations in a positive cash-flow position for fiscal year 1994-1995. In addition, this increase will allow rates to cover expected expenditures, provided that there are no significant increases in the utility's operational costs or any significant changes in the cost of generation. With the current regulatory atmosphere relative to market rates for Western Area Power Administration customers and the outlook for the geothermal steam fields, this is not a f'u'm assumption. However, staff does not see any significant changes in WAPA policy and pricing over the study period. The Base Case indicates the results of operations without an increase in revenues in the 1994-1995 fiscal year. The results show a $349,879 revenue short-fall. Alternate 1 represents the results assuming a 3.30% revenue increase in 1994-1995, assuming the revenues will not be generated until December 1, 1994. In order to utilize the ending balance reserve, it was assumed that a rate adjustment would not occur until the ending balance goes negative. On this basis, the study indicates that another revenue increase will be required in the 1996-1997 fiscal year of approximately 3.8% as shown in Alternate 1-B. Alternates 1-A through 1-D represent various options for timing the revenue increase over the five years. The option that would produce the lowest overall rate increase over the five year period would be the best planned increase. The results are as follows: Alternate 1-A requires 6.2% or $672,408 Alternate 1-B requires 7.1% or $778,043 Alternate 1-C requires 8.4% or $935,251 Alternate 1-D requires 5.5% or $628,650 Alternate 2-A requires 7.4% or $822,805 Therefore, the best alternative to minimize the revenue increase to the electric customers over the next five years would be a total increase in the 1994-1995 fiscal year of 5.5% or Alternate 1-D. The next best alternative would be to increase revenues 3.3% in 1994-1995 and 2.46% in 1995-1996 as described in Alternate 1-A. The other alternatives will delay additional rate increases, but the result will be higher revenue requirements over the five year time period. Base Case-No Revenue Increase PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERA TIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERA TING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TO TAL REVENUES TO TAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE CUMMULATIVE BALANCE 571,500 1994-1995 1,300,000 4,799,400 2,164,000 8,263,400 1995-1996 1996-1997 1997-1998 1998-1999 1,339,000 1,379,200 1,420,600 1,463,200 4,817,200 4,865,000 4,865,000 4,865,000 2,150,000 2,150,000 2,150,000 2,150,000 8,306,200 8,394,200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536,618 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 10,917,600 10,917,600 10,917,600 10,967,600 10,992,600 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,000 132,400 0 0 0 0 11,430,000 11,779,879 11,252,600 11,252,600 11,302,600 11,327,600 11,892,368 12,047,979 12,157,218 12,269,002 0.00% 0.00% 0.00% 0.00% 0.00% 0 0 0 0 0 0 0 50,000 25,000 50,000 11,430,000 11,252,600 11,302,600 11,327,600 11,377,600 -349,879 -639,768 -745,379 -829,618 -891,402 571,500 221,621 0 0 0 221,621 -418,147 -745,379 -829,618 -891,402 221,621 -418,147 -1,163,526 -1,993,144 -2,884,546 ALTERNATE 1 PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE EN DING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1~5 1,300,000 4,799,400 2,1~,000 8,2~,400 1995-1996 1996-1997 1997-1998 1998--1999 1,339~0 1.379,200 1,420,600 1,463,200 4,817,200 4.865J300 4,865J300 4,865~)0 2,150,000 2,150,000 2,150,000 2,150,000 8,306200 8,394,200 8,435,600 8,478,200 13,400 10.000 10,000 10,000 12~ 187,200 172.800 175~00 175,000 175,000 200,600 182,800 1 &.5,[~C]O 185,000 187,000 722.000 739,000 756,400 774,300 792,600 1,703,879 1.759,368 1,790,712 1,823,984 1,854,202 890.000 905,000 921,667 938,334 957,000 3,315,879 11,779,879 3,403,368 3,468,779 3,536,618 3,603,802 11,892,368 12,047,979 12,157,218 12,269,C]02 10,917,600 11,121,696 11,267,479 11,317,479 11,842,479 110,000 65,CZ~] 65,CI~ 65,000 65,C00 270,a00 270,000 270,000 270,000 270,000 182,400 0 0 0 0 11.430 J~30 11.779,879 11,456,696 11,602,479 11,652,479 11,677,479 11,892.368 12,047.979 12,157,218 12,260J:302 3.30% 0.00% 0.00% 0.00% 0.00% 204.096 0 0 0 0 0 145,783 50J300 25J330 50J:]00 11,634J396 11,602,479 11,652A79 11,677,479 11.727.479 -145,783 -289,889 -395,500 -479,739 -541£23 571,500 425,717 7,639 85,065 78.252 425,717 135.828 -,387,861 -394,674 ~163,27 ! ALTERNATE 1 -A PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571 ,,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-.1999 1,300,0O0 4,799,400 2,164,000 8.263,40O 1,339,000 1,379,200 1,420,600 1,463,200 4,817,200 4,865,000 4,865,[K]0 4,865,[]00 2,150,000 2,150,000 2,150,000 2,150,000 8,306200 8,394200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,[I]0 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957 3,315,879 3,403,368 3,468,779 3,536,618 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 10,917,600 11,121,696 11,590,008 11,640,008 11,665,D08 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270X]C]0 270,C00 132,400 0 0 0 0 11,430,[]00 11,456,696 11,925,008 11,975,D08 12,000,008 11,779,879 11,892,368 12,047,979 12,157,218 12,269,[]02 3.30% 2.90% 0.00% 0.00% 0.00% 204,096 322,529 0 0 0 0 145,783 50,[X]O 25,000 50,000 11,634,096 11,925,008 11,975,008 12,000,008 12,050~8 -145,783 32,640 -72,971 -157,210 -218,994 571,500 425,717 458,357 385,386 228,176 425,717 458,357 385,386 228,176 9,182 ALTERNATE I-B PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-.1999 1,300,000 4,799,400 2,164,000 8,263,400 1,339.000 1,379,200 1.420,600 1,463,200 4,817,200 4,865.000 4,865.[X]0 4,865,000 2,150,000 2,150.000 2,150.000 2,150.000 8,306,200 8,394,200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,aCK] 187,200 172,800 175,000 175,000 175,000 200.600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774 ,,:.'.'.'.'.'.'.'.'~0 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536,618 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12.269.002 10,917,600 11,121.696 11,267,479 11,745,643 11,770,643 110,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,000 182.400 0 0 0 0 11,430,000 11,456,696 11,602,479 12,080,643 12,105,643 11,779,879 11,892,368 12,047,979 12,157,218 12.269,[~2 3.30% 0.00% 3.80% 0.00% 0.00% 204,096 0 428,164 0 0 0 145,783 50,000 25,000 50,000 11,634,096 11,602,479 12,080,643 12,105,643 12,155,643 -145,783 -289,889 32,664 -51 275 -113,359 571,500 425,717 135,828 168,492 116,917 425,717 135,828 168,492 116,917 3,558 ALTERNATE 1-C PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1,300J:]00 1,339J:X]O 1,3792200 1,420~:~0 1~1632200 4,799JK]0 4,8172200 4,865J:]00 4,865J:~)0 4,865J:]00 2,164,000 2,150,000 2,150,000 2,150.000 2,150,000 8.263,400 8,3062200 8,3942200 8,435,600 8,4782200 13 ~ 10,000 10 ,CX30 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187.000 722,000 739,000 756,400 774.300 792,600 1,703,879 1,759.368 1,790.712 1,823,984 1,8542202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403~68 3~168,779 3,536~18 3,603,802 11,779,879 11,892~68 12,047,979 12,1572218 12,269J:]02 10,917,600 11,121~96 11,267~179 11,599,166 11,809,753 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,000 132,400 0 0 0 0 11,430,000 11,456,696 11,779,879 11,892,368 11,602,479 11,934,166 12,144,753 12,047,979 12,1572218 12,269~]02 3.30% 0.00% 2.50% 1.60% 1.00% 204,096 0 281,687 185,587 118,098 0 145,783 50,000 25,000 50,000 11,634J~6 11,602A79 11,934,166 12,144,753 12,312,850 -145,783 -289,889 -113,813 -12~65 43,848 571,500 425,717 135,828 22,015 9,550 425,717 135,828 22,015 9,550 53,398 ALTERNATE 1-D PURCHASED POWER WESTERN NCPA LAKE MENDOClNO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERA TIN(~ EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300~30 4,799~100 2,164i]00 8,263~]0 1,339.000 1,379,2.00 1,420,600 1,468200 4.817,200 4,865,0CX3 4,865,C]00 4,865.000 2,150,000 2,150.000 2,150.000 2,150,000 8,306,200 8,394,200 8,435.600 8,478,200 13,400 10,000 10,O2K] 10,000 12 187,200 172,800 175,000 175~ 175fl:X]0 200,600 182,800 185.033 185,000 187,a00 722,000 739fl2l]0 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,91M 1,854,202 890~00 905,000 921,667 938,834 957~00 3,315,879 3~Z]3,368 3~168,779 3~536~18 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269..002 10,917,600 11.284,310 11.546250 11,596,250 11.621,250 110,000 65.0[X] 65,CK]0 65,000 65,000 270.000 270,000 270,000 270,Cl~ 270,02)0 132,400 0 0 0 0 11,430~210 11,619,310 11,881,250 11,931,250 11,956,250 11,779,879 11,892,368 12,047,979 12,157,218 12,269.1302 5.50% 0.00% 0.00% 0.00% 0.00% 366,710 0 0 0 0 0 261,940 50,000 25,CX]0 50,000 11,796,710 11,881,250 11,931,250 11,956,250 12,006,.250 16,831 -11,118 -116,729 -200,968 -262,752 571,500 588,331 577,213 460~84 259,516 588,331 577,213 460,484 259,516 ~,236 ALTERNATE 2-A PURCHASED POWER WESTERN NCPA LAKE MENDOClNO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300~)0 4,799/K]0 2,164~00 1,339~]0 1,379,200 1,420/:~]0 1,463,200 4,817,200 4,865~]0 4,865~X]0 4,865~]0 2,150i]00 2,150,000 2,150,CK]0 2,150,000 8,263A00 8,306200 8,394200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854202 890,000 905,a00 921,667 938,334 957,000 3,315,879 3,403~68 3,468,779 3,536/>18 3,603,802 11,779,879 11,892~68 12,047,979 12,157,218 12,269~]02 10,917/~]0 10,917,600 11,343~86 11,790A05 11,815,405 110,000 65,000 65,000 65,000 65,000 270,(l]0 270,000 270,000 270,Cl]0 270,000 132,400 0 0 0 0 11,430~]0 11,252/:~0 11,678,386 12,125,405 12,150~I]5 11,779,879 11,892~68 12,047,979 12,157,218 12,269~]02 0.00% 3.9C~o 3.50% 0.00% 0.00% 0 425,786 397,019 0 0 0 0 50,000 25,000 50,000 11,430~]0 11,678,386 12,125/105 12,150/105 12,200,405 -349,879 -213,982 77,426 -6,813 -68,597 571,500 221,621 7,639 85,065 78,252 221,621 7,639 85,065 78,252 9,655 SECTION 7 Revenue Generation An attempt was made to generate the required revenues equally between the three rate classes on a percentage basis. In addition, each rate structure was modified to reflect actual cost of service requirements, the effect on conservation policies, and reflect the true market conditions of the electric utility. Therefore, the following changes are requested: Residential The first change in this rate class is to set all of the baseline energy rate equal to 360 Kilowatt-Hours except for the All Electric Winter Rate which will be reduced to 660 KWH from 772. This will level the playing field for customer with Electric Air-conditioning and Gas Heating. The winter rate although reduced will aid customers with electric heat. The second change will be to increase the Tier 1 energy rate 3.5% to $0.1074 / KWH. This will bring the rate closer to the total cost of service for the rate class. The Tier 2 energy rate will remain unchanged. These changes are forecasted to produce approximately $109,621 of increased revenues. Resulting in a 2.8% increase in revenue from this class. General Service It is recommended that the monthly service charge for this rate class remain unchanged. The energy cost of this class should be changed to reflect our true cost of service. Therefore, it is recommended that the Summer rate increase $0.01126 / KWH. This results in an increase of 8.2%. In addition, it is recommended that the Winter energy rate decrease $0.00302 / KWH or 2.7%. These changes will result in an over all increase in revenues for this rate class of $92,307 or a 3.3% increase. General Service with Demand The Winter Energy rate for this rate class should increase by 3.0% to $0.07876 / KWH. The demand rate for the Summer rate should increase to $5.75/KW-MO from $3.60/KW-MO. This change will more truely reflect our actual seasonal cost. Although the PG&E winter rate xvas reduce to $1.65/KW-MO the $3.60/KW-MO truly reflect our demand cost in the xvinter months. These chnages will result in an increase of $128,677 in revenues, a 4.3% increase in revenues. Municipal The changes made to both the General Services and General Services with Demand will cause the Municipal rate class to increase by approximately $19,275 or 3.0%. The results of these changes will generate the required revenue increase of $349,879 annually, which would result in an overall 3.4 % increase in revenue requirements. ALTERNATE 1 RESIDENTIAL EXISTING PROPOSED S DIFF % DIFF BASELINE: BASIC WINTER 356 360 4 1.1 BASIC SUMMER 325 360 35 10.8 ALL ELECT. WINTER 772 660 -112 -14.5 ALL ELECT. SUMMER 410 360 -50 -12.2 ENERGY RATE: TIER 1 0.10375 0.1074 0.00365 3.5 TIER 2 0.13667 0.13667 0 0.0 REVENUE* $3,917,560 $4,027,181 $109,621 2.8 PG&E 348 332 658 348 0.11950 0.13737 $4,322,382 %DIFF -3.3 -7.8 -0.3 -3.3 11.3 0.5 7.3 GENERAL SERVICE MONTHLY CHARGE: 1 PHASE 7.50 7.50 0 0.0 3 PHASE 8.75 8.75 0 0.0 ENERGY RATE: WINTER 0.11269 0.10967 -0.CX]302 -2.7 SUMMER 0.13654 0.1478 0.01126 8.2 REVENUE* $2,795,475 $2,887,782 $92,307 3.3 8.10 12.00 0.10967 0.15999 $3,091,995 8.0 37.1 0.0 8.2 7.1 GENERAL SERVICE WITH DEMAND MONTHLY CHARGE 63.00 63.00 0 ENERGY RATE: WINTER 0.07647 0.07876 0.00229 SUMMER 0.09782 0.09782 0 DEMAND RATE; WINTER 3.60 3.60 0 SUMM ER 3.60 5.75 2.15 REVENUE* $3,025,076 $3,153,753 $128,677 MUNICIPAL REVENUE' $640,826 $660,101 $19,275 0.0 3.0 0.0 0.0 59.7 4.3 3.0 75.00 0.08015 0.09816 1.65 6.70 $3,035,909 $690,113 19.0 1.8 0.3 °54.2 16.5 -3.7 4.5 TOTAL REVENUE* $10,378,937 $10,728,816 $349,879 *BASED ON 5/93 -4/94 3.4 $11,140,397 3.8 ALTERNATE 1-A RESIDENTIAL EXISTING PROPOSED $ DIFF % DIFF BASELINE: BASIC WINTER 356 360 4 1.1 BASIC SUMMER 325 360 35 10.8 ALL ELECT. WINTER 772 660 -112 -14.5 ALL ELECT. SUMMER 410 360 -50 -12.2 ENERGY RATE: TIER 1 0.10375 0.1135 0.00975 9.4 TIER 2 0.13667 0.13737 0.13007 0.5 REVENU E* $3,917,560 $4,212, i 10 $294,550 7.5 PG&E 348 332 658 348 0.11950 0.13737 $4,32~,3~2 %DIFF -3.3 -7.8 .-0.3 -3.3 5.3 0.0 2.6 GENERAL SERVICE MONTHLY CHARGE: 1 PHASE 7.50 7.50 0 0.0 3 PHASE 8.75 8.75 0 0.0 ENERGY RATE: WINTER 0.11269 0.10967 ~].00302 -2.7 SUMMER 0.13654 0.155 0.01846 13.5 REVENUE* $2,795~75 $2,966,608 $171,133 6.1 8.10 12.00 0.10967 0.1599~ $3,091,993 8.0 37.1 0.0 3.2 4.2 GENERAL SERVICE WITH DEMAND MONTHLY CHARGE 63.00 70.00 7 11.1 ENERGY RATE; WINTER 0.07647 0,08015 0.00368 4.8 SUMMER 0.09782 0.09816 0.00034 0.3 DEMAND RATE: WINTER 3.60 3.60 0 0.0 SUMMER 3.60 6.25 2.65 73.6 REVENUE* $3,025,076 $3,208,789 $183,713 6.1 MUNICIPAL REVENU E* $640,826 $669,975 $29,149 4.5 75.00 0.08015 0.09816 1.65 6.70 $3,035,909 $690,113 7.1 0.0 0.0 -54.2 7.2 -5.4 3.0 TOTAL REVENUE* $10,378,937 $11,057,482 $678,545 *BASED ON 5/93 -4/94 6.5 $11,140,397 0.7 Attachment #2 ELECTRIC UTILITY WORKSHOP BILLING AND COLLECTIONS The "General Service Demand Metered" rate schedule 1602-DM is available for commercial service customers. This rate schedule is intended for larger users. There has not been a minimum qualifying usage established for this rate schedule. P.G.& E. requires usage of at least 50,000 kwh per year to qualify for their comparable rate schedule. Staff recommends adoption of a minimum usage of 50,000 kwh per year to qualify for this rate. The "Domestic Service" rate schedule 1600 is available for single family residential units. Staff is recommending the rewording of the applicability statement from: "This is applicable to domestic lighting, heating, cooking and single phase domestic power service in single family dwellings and in flats and apartments separately metered by the City." to "This is applicable to single phase domestic power service in single family dwellings and in flats and apartments separately metered by the City." Part of the "Domestic Service" rate schedule provides for Life Support Devices. The current wording is general or nonspecific in several areas. Staff is recommending establishment of a separate Life Support rate schedule and rewording of the descriptions of the service: General: A "life support" device is any medical equipment which is essential to sustain life or relied upon for mobility. Life support devices include, but are not limited to, respirators, iron lungs, hemodialysis machines, electric nerve simulators, pressure pads and pumps, aerosol tents, electrostatic and ultrasonic nebulizers, compressors, IPPB machines and motorized wheelchairs. ADDlicability: This is rate applicable to a residential customer (full- time resident of the household) who require a life support device. The utility department requires written certification from a physician or osteopath, licensed to practice medicine in the State of California, that a particular "life support" device is essential to sustain life or is relied upon for mobility. Service under this schedule is subject to City of Ukiah service policies. Devices used for therapy rather than life support generally do not qualify. The life support rate does not guarantee continuance of service if the account becomes delinquent. Attachment #2 Service provided under this section will allow for a uniform monthly lifeline allowance of 500 kwh per month per eligible device in addition to the baseline allowance. Eligibility for this service must be recertified at least every two years. The authority to make arrangements with customers for payment of past due amounts is established by administrative procedure. Staff recommends bringing back to Council a proposed policy for payment arrangements and collection procedures. Proposed Customer Payment Extension Policy: 1. There will be a limit of two (2) extensions per customer per year. Where a customer has had several accounts within the same year, the cumulative number of extensions on all the accounts would apply. 2. The account must have been open for at least one year and have reasonably good credit history before any extensions may be granted. "Reasonably good: credit history shall be comprised of the following: 1. No more than six "Past Due" incidents. 2. No more than three "Delinquent" notices. 3. No more than one "Final" notice. If the customer's account has not been open for one year but has established one year's credit with the City by having other accounts which may add up to one year's service, this is acceptable. 3. Extensions may only be granted with the understanding that the entire account balance is to be paid in full at the culmination of the extension period. 4. The normal extension granted for any one instance will be for no more than 5 working days. The maximum extension shall be for no more than 10 working days...in extreme circumstances. 5. If the terms of the extension are violated, the account is to be disconnected immediately. No additional extensions will be granted and no partial payments will be accepted. No additional notice, such as a 48 Hour Notice/Final Notice will be given. 6. There will be a limit of one extension per incident. Additional extensions may no be requested or granted, unless the customer contacts our office in advance PRIOR TO THE DUE DATE in a timely manner to re-negotiate the terms, but only if within the 5- 10 day limit as stated in item #4. Attachment #2 The preceding information is not to be considered a recommendation but rather, the adopted policy of this department. Customers should not be given the impression that this policy can be overridden by the Director of Finance. If a customer wishes to lodge a complaint against this policy, they may do so through normal channels for managing citizen complaints. Citizen complaints are normally handled by the Finance Director or in his/her absence, another finance employee may step in to help resolve the situation. If the customer still feels he/she needs to speak with someone at a higher level they are referred to the City Manager's office. ' Payment Arrangements: Payment arrangements are made by any member of the customer service department by use of the above extension policy. However, if a customer is in a unique situation and/or has had good prior credit history, special terms may be arranged. Currently, our software system does allow staff to manage and maintain these transactions through the system and thus resolve any missed payments or arrangements. If these special terms are not kept, immediate termination of service could result. However, each case is handled and viewed separately by the customer service staff and decisions are made based on each account's history and current events. The hope is to resolve any customer complaints quickly and fairly for both the customer and the City. There are numerous questions which tend to be legal in nature that should be considered. Staff will pursue these questions with the City Attorney. Some, if not all, of these questions should be included in the Electric Customer Service Policy revisions. 1. Does the City have the authority to require a copy of a lease? 2. Does the City have the authority to disconnect current service for previous unpaid bills whether or not the service is at the same address? 3. Does the City have the authority to deny changing service to another person's name when the current named customer continues to reside at the address? This appears to be an attempt to avoid paying a delinquent account. 4. Roommate situations - who is really liable for the bill? Does the City have the authority to require all adult occupants to sign the application for service? Are all occupants liable for the bill even if they have not signed the application for service? Attachment #2 The schedule of delinquency dates and notices which lead up to ultimate service disconnection for non-payment are established only in administrative procedure. Perhaps they should be outlined in a Council adopted policy. Billinq and Collection Cycle: Step 1. Bill is issued. Bill is delinquent if not paid within 25 days. Step 2. On the 36th day after the date the bill was issued, a delinquent letter is issued. This letter gives the customer 9 days in which to pay. Step 3. If payment is still not received, a "Final Notice" is issued on the 46th day after the date of the bill. This notice gives the customer 7 days from the date of the'notice to pay the account in full or the service will be disconnected. A $5.00 Final Notice fee is added to the account when this notice is prepared. Step 4. If payment is still not received, the Utility Services attendant is dispatched to disconnect the service. A $35.00 disconnect fee is added to the account at this time. To restore service, the full account balance, including the additional billings for services, must be paid in addition to a new deposit and a $7.50 reconnect fee. A second months services would have been billed between steps 1 and 2. A third months services would be billed about the same time that the Step 4 disconnect would take place. CITY OF UKIAH CITY COUNCIL AGENDA Regular Adjourned Meeting CIVIC CENTER COUNCIL CHAMBERS 300 Seminary Avenue Ukiah, CA 95482 November 29, 1994 4:00 p.m. . Roll Call AUDIENCE COMMENTS ON NON-AGENDA ITEMS The City Council welcomes input from the audience. In order for everyone to be heard, please limit your comments to three (3) minutes per person and not more than ten (10) minutes per subject. The Brown Act regulations do not allow action to be taken on audience comments. 3. NEW BUSINESS a. Workshop with Discussion Concerning Electric Utility Operations and Issues i. Northern California Power Association Orientation Regarding Direct Process and Risk Assessment Study (Retail Wheeling) ii. Undergrounding of Utilities- Review and Recommendations iii. Lake Mendocino Hydroelectric Plant Operations iv. Electric Distribution Operation - Review and Recommendations v. Revenue Requirements and Generation - Review and Recommendations vi. Customer Rate Paying Policies - Review and Recommendations b. Possible City Council Direction Regarding Issues Reviewed and Discussed During Workshop 4. ADJOURNMENT The City of Ukiah complies with ADA requirements and will attempt to reasonably accommodate individuals with disabilities upon request. MEMORANDUM DATE: TO: FROM: SUBJECT: NOVEMBER 23, 1994 CITY COUNCIL CHARLES L. ROUGH, JR., CITY MANAGER ~ NOVEMBER 29, 1994 ELECTRIC UTILITY WORKSHOP The November 29 workshop is intended to provide basic information regarding the Electric Utility, forecasts relative to the medium range future of the Utility, and background data for the pending rate modification. It will also be an opportunity to discuss the City's position within the Northern California Power Association (NCPA). The topics to be considered at the workshop include: lm 1 3. 4. 5. Sm Direct Access (Retail Wheeling) and Ongoing Risk Assessment Study by NCPA Undergrounding Projects Lake Mendocino Operation Electric Distribution Operation Revenue Requirements and Revenue Generation a. b. Cw Cost of Service Generation Transmission Distribution e. Depreciation f. Non-Energy Related Customer Rate Paying Policies 1 DIRECT ACCESS (RETAIL WHEELING) AND ONGOING RISK ASSESSMENT STUDY BY NCPA Mike McDonald, General Manager of NCPA, and members of his staff, will be in attendance at the workshop to provide the Council with a presentation on Direct Access and its possible implication for our Electric Utility, and the Risk Assessment study being compeleted under their directions. 2-5. UNDERGROUNDING PROJECTS, LAKE MENDOClNO OPERATION, ELECTRIC DISTRIBUTION OPERATION, AND REVENUE REQUIREMENTS AND REVENUE GENERATION Sm These items are outlined or discussed in detail in the November 28, 1994 report "Revenue Requirement Analysis for the City of Ukiah Electric Utility" prepared by Darryl Barnes, Director of Electric Utility (Attachment No. 1, pages 3-34). Darryl will be discussing these matters with the Council at the workshop. CUSTOMER RATE PAYING POLICIES Attachment No. 2 (pages 35-38) discusses current and proposed policies relative to the manner in which customer service and billing are processed. Recommendations for modifications are presented for City Council consideration. mfh:admin ELECTRIC WORKSHOP REVENUE REQUIREMENT ANALYSIS CITY OF UKIAH ELECTRIC UTIIJITY NOVEMBER 28, 1994 Lake Mendocino Operation Complete repair of damaged plate and reinforcement of existing plate in December 1994- $110,000 contracted Contract for routine maintenance and periodic equipment inspections - $30,000 to $50,000 annual contract Contract for FERC required annual penstock inspection and maintenance program- $7,000 to $10,000 annual contract Operation and maintenance of dissolved oxygen system and Corps pre-flood inspection work- $120,000 annually Lake Mendocino Operation Upgrade and maintain SCADA system for remote operation of power plant- $3O,OOO Operation ofwater supply system to state fish hatchery- $30,000 generation loss annually Continual correspondence, reporting and coordination of operation with: a) COrps of Engineers b) Federal Energy Regnlatory Commission c) California Department of Fish and Game Electric Distribution Operation Design, process and construct revenue, redevelopment and upgrade projects - $200,000 annually on contract basis Design and reconductor main circuits to standards - $100,000 annually for 5 years on contract basis Re-configure underground system- $60,000 annually for 5 years Eliminate PCB high risk equipment- $50,000 annually for 3 years Protection scheme of system Operation manual of system , UNDER GR 0 I/NDING PROJECTS PHASE I- GOBBI STREET TO SEMINARY- $400,000 FOUR ADDITIONAL PHASES OVER NEXT FIVE YEARS - $1,800,000 * SYSTEM IMPACTS - AESTHETICS - COST $80 vs. $20 PER FOOT - INCREASED OUTAGE TIME - EMPLOYEE SAFETY REQUIREMENTS -REDUCED CABLE LIFE - ACQUIRE EASEMENTS POLICY ISSUES - REQUIRE OWNER TO UNDERGRO~ SERVICE - PURCHASE 2,400 ft~ OF UTILITY EASEMENT GOBBI TO SEMINARY STATUS - INITIAL DESIGN COMPLETE -PENDING STATE STREET CONTOUR DESIGN - PENDING FINAL EASEMENTS EXECUTIVE SUMMARY The completion of the Fiscal 1994-1995 Electric Utility Budget gave indications that with the currently planned level of expenditures, and the expiration of the Power Sale Contract with the Western Area Power Administration, additional revenues would be required to cover an anticipated operating loss. It is anticipated that the shortfall will be approximately $349,879 in the current operating year. This will translate into a revenue requirement increase of 3.3% for this year. In order to obtain an indication of the effect of this revenue requirement increase on future years and to determine what future revenue requirements can be expected, an analysis was conducted to determine the future revenue requirement for a five year period covered by the fiscal years 1994-1995 through 1998-1999. Expected operating expenses and non-rate generated revenue increases were assumed based on anticipated future revenue projects and operating requirements. The results of this analysis are defined in Section 6 of this report. The results indicated that a total of $891,402 of increased revenues will be required over the five year study period. Should the Council elect to increase annual revenues by the $349,879 indicated in the 1994-1995 and 1995-1996 fiscal year, an additional $541,523 will be required during this time period. The comparisons in Section 6 reflects an effort to determine the magnitude and timing of various revenue requirement increases in an effort to determine which program will require the least amount of revenue increases over the study period to give Council an indication of the possible furore impacts of various alternatives. Should the Council elect to adopt the 3.3% increase for the 1994-1995 fiscal year, a determination will be required as to the amount of increase that will be required by each rate class. Section 7 of this report reflects staffs recommendation relative to meeting this requirement. A model of customer's monthly use patterns was formulated for the three rate classes of customers. These classes are Residential, General Services, and General Services with Demand. The General Service Class is our small commerical customers, such small retail stores and offices. The General Services with Demand, represents our larger commercial customers such as Wal- Mart and K-Mart, that have a large power demand requirement. The recommendations in Section 7 are as follows: 1) Increase the Residential Tier 1 energy charge by 3.5%, and not increase the Tier 2 energy charge. In addition, staff would recommend decreasing the summer energy lifeline allowance from 410 KWH to 360 KWH. This change fits with our energy conservation goals and will reduce the cost advantage of an all electric residence. In addition, the winter lifeline rate should be reduced from 772 KWH to 660 KWH again to reduce the cost advantage of an all electric residence. These changes would result in an overall 2.8% increase in residential rates and would produce approximately $109,621 in additional annual revenues. This will maintain a revenue requirement approximately 7.3% below Pacific Gas and Electric Company's current residential rates. 2) It is recommended that the General Service rate class be restructured to reflect the seasonal cost requirements of the utility. Energy is least cosily in the winter and most cosily in the summer. Therefore, it is recommended that the Winter energy cost be reduced 2.7% and that the Summer energy charge be increased 8.2%. This change will produce an annual increase in revenues from this class of $92,307 or 3.3%. These changes will bring the class in line with our tree cost of service. These changes will place this rate class approximately 7.1% below Pacific Gas and Electric Company. 3) In the General Service with Demand rate class it is recommended that the Winter energy charge be increased by 3.0% to reflect our seasonal cost of energy. It is recommended that the Summer energy charge remain at the current level. The other area in which seasonal cost should be reflected is in the Winter and Summer Demand Charge. Currently the charge has been distributed at the $3.60 / KW-Month for both Winter and Summer. It is recommended that this charge be structured to reflect our actual cost for Summer and Winter, and that the Winter Demand rate be held at the $3.60 / KW-Month and that the Summer Demand rate be increased to $5.75 / KW-Month. These changes would result in an increase of revenues for this rate class of $128,677 or 4.3%. All of these changes will result in an increase of annual revenues of approximately $349,879 which reflects an overall revenue increase of 3.3% and that this revenue increase will cover all expected expenses for this fiscal year. SECTION 1 Introduction The purpose of this analysis is to evaluate the current rate structure of the Electric Utility and to recommend changes and adjustments to the rate schedules to satisfy the current and future revenue requirements. The Electric Utility will experience increased revenue requirements beginning with the 1994-1995 Fiscal Year, as result of the expiration of the Western Area Power Administration Power Sale Agreement relative to the Lake Mendocino Hydro Project and the increased funding required for the Underground District Projects and other planned projects over the next five year operating period. An effort will be made in this analysis to determine the cost of service for the electric utility and the cost for each area of expenditure that contributes to that cost of service. This determination will become important as cost cutting measures become important relative to keeping the Electric Utility competitive with other service providers. It will also give us a benchmark to evaluate the economic performance of the utility. This will become very important as the world of direct access and retail wheeling unfolds in the fututre. Even if the requirements for retail wheeling are not probable in the near future, the world of competition will remain a concern in the electric utility industry, as consumers become more aware of their bargaining power for utility services. Cost of Service The following Tables show the total cost of providing service to our electric customers. This cost of service is based on the anticipated expenditures for each area of the utility. As can be seen, expenses for the utility are separated into five classes. They are Generation, Distribution, Transmission, Depreciation and Non-Energy. The first three items are directly related to the production and transportation of our product. Depreciation is an expense that is collected and pooled for the replacement of capital equipment and projects. The Non-Energy items are those expenses that relate to services and other costs of doing business, and are reflected as departmental transfers and allocations. As can be seen in Table 1-1 our current five year plan was designed to hold the cost of service to our customers constant over the time period. Table 1-2 reflects the cost of service as a percentage for each area of expenditure. It can clearly be seen that the cost of generation is by far the largest component of our business. As such any small change in this component could significantly alter the cost of service and the related revenue requirements. The Non-Energy expenses is the next largest component of expense to the cost of service. TABLE 1-1 COST OF SERVICE - S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Generation 0.079 0.079 0.078 0.077 0.076 Transmission 0.002 0.002 0.002 0.002 0.002 Distribution 0.007 0.007 0.007 0.007 0.007 Depreciation 0.009 0.009 0.009 0.009 0.009 Non-Energy 0.016 0.017 0.017 0.017 0.017 Total 0.113 0.114 0.113 0.112 0.111 TABLE 1-2 PERCENT CONTRIBUTION Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Generation 69.9 69.3 69.0 68.8 68.5 Transmission 1.8 1.8 1.8 1.8 1.8 Disu'ibution 6.2 6.1 6.2 6.3 6.3 Depreciation 8.0 7.9 8.0 8.0 8.1 Non-Energy 14.1 14.9 15.0 15.1 15.3 Table 1-3 represents the total expected expenditure for each class of expense for the five year study period. It is expected, that these revenue requirements will increase at the rate of approximately 1.5% annually. This increase reflects the anticipated increase in salaries for City of Ukiah employees as they relate to the Electric Department and Northem California Power Agency staff. In addition, the Non-Energy area is also related to services provided by other City of Ukiah Departments and is directly related to salaries. TABLE 1-3 ANNUAL REVENUE REQUIREMENTS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Generation 8,263,400 8,306,200 8,394,200 8,435,600 8,478,200 Transmission 200,600 182,800 185,000 185,000 187,000 Distribution 722,000 739,000 756,400 774,300 792,600 Depreciation 890,000 905,000 921,667 938,334 957,000 Non-Energy 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 Total 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 The Depreciation expense reflects the increased requirement for funding as additional capital equipment and projects are added to the assets of the Electric Utility. SECTION 2 Generation The cost of generation is composed of three components, Ukiah owned generation that is operated by the Northern California Power Agency, Ukiah owned and operated, and purchased power. In all cases the capacity and energy for each class except the Ukiah owned and operated units are dispatched by the Northern California Power Agency. The Ukiah owned and operated unit represents the Lake Mendocino Hydro Project, from which the energy and capacity is scheduled based on the water requirements of Sonoma County and the Corp of Engineers for flood control and is placed directly into the City of Ukiah electric distribution system. This capacity and energy reduces the amount of purchased power required that would be required from other sources. Currently the City of Ukiah holds a participation share of the following projects: Geothermal Projects 1 and 2 Hydro Project 1 Combustion Turbine 1 The City of Ukiah currently has power purchase agreements with the following: Western Area Power Administration Washington Water and Power Seattle City Light Midway Sunset Co-Generation The participation units which represent City of Ukiah ownership have an average cost to the system of $ 0.1070/ KWH. It is anticipated, that these costs will increase slightly in the future, due to the reduced output of the geothermal units caused by the loss of pressure in the steam field. However, it is expected that the cost of power from NCPA will remain fairly constant over the study period. Alternatives are being explored relative to maintaining unit operations to cover the debt service period. These options include, the addition of low pressure turbine operation, water injection at the steam fields and unit shut downs in an effort to save steam field pressure. The purchase contract with the Western Area Power Administration is based on a ten (10) year contract. This contract was renewed and will run from July 1, 1994 through June 30, 2004. The cost of the purchase power under this contract is $ 0.028/KWH. It is expected that the cost of this power will increase slightly over the contract term. However, this could change significantly, depending on various options being explored by congress relative to the various power marketing districts, Any additional requirements relative to improving fish habitat, or water quality concerns such as the Bay-Delta requirements could have a significant impact on the cost of WAPA power. The largest impact could occur due to the effort to install the temperature control device at Lake Shasta in to reduce the bypass water currently required for fish, that reduces the amount of water that can be used for generation. The Lake Mendocino Hydro Project represents $ 0.1665/KWH toward the cost of generation. The primary cost component of the project, is the debt service of $2,000,000 annually. Other factors are the requirement of oxygen addition to the river for fish habitat, that is a requirement of our operating license and results in an annual expenditure of $100,000 for oxygen. The annual royalty paid to the Federal Energy Regulatory Commission for the use of government facilities of approximately $20,000 annually. TABLE 2-1 ANNUAL ENERGY - KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 13,254,000 13,254,000 13,254,000 13,254,000 13,254,000 Western 45,727,200 45,727,200 45,727,200 45,727,200 45,727,200 NCPA 44,758,300 46,828,000 48,939,100 51,092,400 52,190,600 Total 103,739,500 105,809,200 107,920,300 110,073,600 111,171,800 The energy estimates for the Lake Mendocino Projects are based on an average dry year generation. It is expected that the generation will remain minimum from the Lake Mendocino project over the five year period of this study. Although this assumption is considered conservative, it will allow for a margin of safety relative to the expenses for generation. The energy supplied by the Western Area Power Administration is expected to be at contract maximums during this study period. The additional energy required for meeting the City of Ukiah load requirements will be supplied through City owned units or through purchased power contracts. TABLE 2-2 ENERGY COSTS - DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 2,164,000 2,150,000 2,150,000 2,150,000 2,150,000 Western 1,300,000 1,339,000 1,379,200 1,420,600 1,463,200 NCPA 4,799,400 4,817,200 4,865,000 4,865,000 4,865,000 Total 8,263,400 8,306,200 8,394,200 8,435,600 8,478,200 The cost of service for generation is that cost that contributes to the total cost of service to our customers. As can be seen, although the cost of the Lake Mendocino energy is high relative to other sources, the amount supplied to meet our load is small, and therefore contributes only slightly to the total cost of service. TABLE 2-3 COST OF SERVICE - S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Lake Mendocino 0.163 0.162 0.162 0.162 0.162 Western 0.028 0.029 0.030 0.031 0.032 NCPA 0.107 0.103 0.099 0.095 0.093 Total 0.079 0.079 0.078 0.077 0.076 The cost of NCPA power will increase slightly over the study period. This is due to the assumption that California will continue to remain in a drought condition and therefore will not be able to generate maximum output from the hydro projects. In addition, it assumes that the output from the geothermal units will continue to decline as the steam field pressure continues to drop. Projects are underway that could reduce the impact of the steam reductions. One option is the Lake County effluent pipleline projects. This project will pump Lake County effluent to the Geyers Steam field and inject the water into the wells in an effort to increase the amount of steam production. A second option that is being considered, is the combination of NCPA and Pacific Gas and Electric Company's steam field and the shutdown of some of the generating units, in an effort to maintain the existing steam at higher pressures. This would of course be done on some cost/benefit sharing basis. The NCPA cost of service includes all NCPA charges, including administration, dispatch services and member services in addition to the generation related expenses. SECTION 3 Transmission The City of Ukiah's participation in the California - Oregon Transmission Project (COTP) through our membership in the Transmission Agency of Northem California has provided the City with the ability to access power sources in the Northwest and Southwest. This should provide two benefits: 1) lower cost hydro power on peak and 2) the advantage of seasonal differences, which means power is available when our system peaks. The City of Ukiah is currently receiving energy from a contract with Washington Water and Power Company and will receive energy through a seasonal exchange agreement with the Seattle City Light. The City of Ukaih's participation also provides the ability to sell power and transport it on the transmission system to potential markets, without having to pay wheeling charges to other utilities for use of their transmission facilities. Currently the City's annual expense for our share of the Califomia- Oregon Transmission Project and the South of Tesla portion of the transmission project is shown in Table 3-1. TABLE 3-1 TRANSMISSION COST-DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 SOT 13,400 10,000 10,000 10,000 12,000 COTP 187,200 172,800 175,000 175,000 175,000 TOTAL 200,600 182,800 185,000 185,000 187,000 The City of Ukiah is currently utilizing the South of Tesla portion of the transmission line to transport energy from Midway Sunset to the City of Ukiah. TABLE 3-2 TRANSMISSION COST OF SERVICE - S/KWH Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 SOT 0.00013 0.00009 0.00009 0.00009 0.00011 COTP 0.00180 0.00163 0.00162 0.00159 0.00157 TOTAL 0.00193 0.00172 0.00171 0.00168 0.00168 The annual cost for transmission in this study were taken from the NCPA 1994 and 1995 budget and projected transmission requirements for our loads through the study period. SECTION 4 Distribution This area of the analysis covers the cost of upgrading and maintaining the distribution system within the city. This is a very important part of the total utility system, since this system is needed to service our customers. The condition of this system determines the amount of outages related to system failure which directly impact our customers. The Ukiah system is in need of upgrades. Aged poles and thermally stressed conductors result in poor system reliability and a large number of damage claims. The lack of system protection equipment continues to be a concern. It is important that we continue to work to upgrade our distribution system. As a result, we should be directing a portion of our operation and maintenance budget to the replacement of electrical infrastructure. TABLE 4-1 DISTRIBUTION COST- DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Overhead 157,000 161,700 166,600 171,600 176,700 Underground 195,000 200,900 206,900 213,100 219,500 Admin & General 320,000 326,400 332,900 339,600 346,400 Ill Conservation 50,000 50,000 50,000 50,000 50,000 Total 722,000 739,000 756,400 774,300 792,600 S/KWH 0.0070 0.0070 0.0070 0.0070 0.0071 The majority of the cost reflected in this section is related to salaries. The Overhead and Underground portion of the costs represent salaries only. The Administration and General reflects the salaries of the Director, Distribution Engineer and the Operations Supervisor. Other costs that are adminstration related include, JPA Related Travel, Bulk Meter Rentals from both NCPA and the Western Power Administration, Telephone Costs and other similiai: type of expenses that relate to the administration of the electric utility. Depreciation The other major expense in this section is the cost of depreciation for the utility. Table 4-2 outlines the capital projects that are planned for the study period and their related effect on the depreciation expense. It is anticipated, that approximately $300,000 of annual projects would be preformed by contract. This will allow a rapid increase in system improves, without having to staff up for a short term (less than five years) construction program. TABLE 4-2 CAPITAL PROJECTS - DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Capital Projects 650,000 450,000 500,000 500,000 560,000 Depreciation 890,000 905,000 921,667 938,334 957,000 S/KWH 0.0086 0.0086 0.0085 0.0085 0.0086 Capital Projects included over the next five year period will include system improvemnets such as reconductoring of feeders, removal of 4Ky systems, Low Gap Intersection up-grade and Underground District work planned over the study period. SECTION 5 Non - Energy Related Expense The expenses outlined in this area are related to services provided by other departments and charges to the electric utility through allocated transfers. These include: Utility Billing, Purchasing, Garage, General Governmental Services, Finance Services and Dispatch Services. These allocated transfer will amount to $1,703,879 in the 1994 - 1995 fiscal year. These are expenses that are allocated to the Electric Department. TABLE 5-1 NON-OPERATING EXPENSES-DOLLARS Fiscal Year 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 Meter Reading 80,423 83,640 86,986 90,465 90,466 Utility 183,770 189,283 194,496 200,810 206,835 Billing Purchasing 75,811 78,085 80,428 82,841 85,326 General Go v emment 588,704 606,365 624,556 643,293 662,592 Dispatching 22,359 23,253 24,183 25,151 26,157 Garage 42,759 44,042 45,363 46,724 48,126 Uncollected Bills 55,000 60,000 60,000 60,000 60,000 In Lieu Fee 655,053 674,700 674,700 674,700 674,700 Total 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 S/KWH 0.0164 0.0166 0.0166 0.0166 0.0167 The meter reading expe, nses, purchasing and warehousing, general governmental charges, dispatching, are directly related to salaries. Therefore, it was assumed that these cost would increase based on an annual salary increase of approximately 4%. Garage charges include the cost of fuel and parts in addition to salaries. Therefore, it was assumed that this component would increase less rapidly as the other charges. It was assumed that the amount of uncollected bills would remain approximately the same over the study period. However, it should be noted that the electric utility has no control over the amount required for uncollected bills. The In Lieu Fee was based on the assumption that no additional revenue requirement would be required after this fiscal year. SECTION 6 Revenue Reauirements The revenue requirements based on the 1994- 1995 fiscal budget and projects for the next four fiscal years are shown in Alternate 1. The results, indicate that an additional revenue requirement of approximately $350, 000 will be required in order to place the electric operations in a positive cash-flow position for fiscal year 1994-1995. In addition, this increase will allow rates to cover expected expenditures, provided that there are no significant increases in the utility's operational costs or any significant changes in the cost of generation. With the current regulatory atmosphere relative to market rates for Western Area Power Administration customers and the outlook for the geothermal steam fields, this is not a f'u'm assumption. However, staff does not see any significant changes in WAPA policy and pricing over the study period. The Base Case indicates the results of operations without an increase in revenues in the 1994-1995 fiscal year. The results show a $349,879 revenue short-fall. Alternate 1 represents the results assuming a 3.30% revenue increase in 1994-1995, assuming the revenues will not be generated until December 1, 1994. In order to utilize the ending balance reserve, it was assumed that a rate adjustment would not occur until the ending balance goes negative. On this basis, the study indicates that another revenue increase will be required in the 1996-1997 fiscal year of approximately 3.8% as shown in Alternate 1-B. Alternates 1-A through 1-D represent various options for timing the revenue increase over the five years. The option that would produce the lowest overall rate increase over the five year period would be the best planned increase. The results are as follows: Alternate 1-A requires 6.2% or $672,408 Alternate 1-B requires 7.1% or $778,043 Alternate 1-C requires 8.4% or $935,251 Alternate 1-D requires 5.5% or $628,650 Alternate 2-A requires 7.4% or $822,805 Therefore, the best alternative to minimize the revenue increase to the electric customers over the next five years would be a total increase in the 1994-1995 fiscal year of 5.5% or Alternate 1-D. The next best alternative would be to increase revenues 3.3% in 1994-1995 and 2.46% in 1995-1996 as described in Alternate 1-A. The other alternatives will delay additional rate increases, but the result will be higher revenue requirements over the five year time period. Base Case-No Revenue Increase PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERA TIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERA TING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE CUMMULATIVE BALANCE 571,500 1994-1995 1,300,000 4,799,400 2,164,000 8,263,400 1995-1996 1996-1997 1997-1998 1998-1999 1,339,000 1,379,200 1,420,600 1,463,200 4,817,200 4,865,000 4,865,000 4,865,000 2,150,000 2,150,000 2,150,000 2,150,000 8,306,200 8,394,200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 11,779,879 3,403,368 3,468,779 3,536,618 3,603,802 11,892,368 12,047,979 12,157,218 12,269,002 10,917,600 10,917,600 10,917,600 10,967,600 10,992,600 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,000 132,400 0 0 0 0 11,430,000 11,779,879 11,252,600 11,252,600 11,302,600 11,327,600 11,892,368 12,047,979 12,157,218 12,269,002 0.00% 0.00% 0.00% 0.00% 0.00% 0 0 0 0 0 0 0 50,000 25,000 50,000 11,430,000 11,252,600 11,302,600 11,327,600 11,377,600 -349,879 -639,768 -745,379 -829,618 -891,402 571,500 221,621 0 0 0 221,621 -418,147 -745,379 -829,618 -891,402 221,621 -418,147 -1,163,526 -1,993,144 -2,884,546 ALTERNATE 1 PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE, 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300,000 4,799,400 2,164,000 8.263,400 1,339J:]00 1,379200 1~120Z~:]0 1 X163,200 4,817200 4,865~00 4,865~]0 4,865J:X]0 2,150,000 2,150,000 2,150,000 2,150,[]00 8,306200 8,394200 8.435.600 8,478200 13,400 10,000 10,000 10,000 12 J:]00 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,a00 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536Z>18 3,603,802 11,779,879 11,892,368 12,047,979 12,157.218 12,269J302 10,917,600 11,121,696 11,267,479 11,317,479 11,342,4.79 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,a00 132,400 0 0 0 0 11 ~130~300 11,456Z)96 11,602~179 11 ~52A79 11 ~77X179 11,779,879 11,892,368 12,047,979 12.157.218 12.269~02 3.30% 0.00% 0.00% 0.00% 0.00% 204,096 0 0 0 0 0 145.783 50.000 25,000 50,000 11,634.096 11,602,479 11,652,479 1 ! .677/179 11.727A79 -145,783 -289,889 -395,500 -479.739 -541,523 571,500 425,717 7,639 85,065 78.252 425.717 135,828 -387J~61 -394Z>74 -463.27 ! ALTERNATE 1 -A PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300~:]00 4,799~400 2,164,000 1,339~30 1,379,200 1,420Z)00 1,463200 4,817,200 4,865~K]0 4,865~X]0 4,865~X]0 2,150~:X]0 2,150~30 2,150J300 2,150~30 8,263,400 8,306.200 8,394200 8,435,600 8,478.200 13 ~0 10,000 10,000 10,000 12,1300 187,200 172,800 175,000 175,1300 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,834 957,000 3,315,879 3~103,368 3,468,779 3,536Z>18 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 10,917Z:~30 11,121~96 11,590~308 11,640~:]08 11,665~:]08 110,000 65,000 65,000 65,000 65,000 270,1300 270,000 270,000 270X]00 270,000 132,400 0 0 0 0 11,430~]0 11,456,696 11,925~]08 11,975~08 12,000~308 11,779,879 11,892,368 12,047,979 12,157,218 12,269~]02 3.30% 2.90% 0.00% 0.00% 0.00% 204,096 322,529 0 0 0 0 145,783 50,1300 25,000 50,000 11,634~396 11,925~08 11,975~X]8 12,000~308 12,050X]08 -145,783 32,640 -72,971 -157,210 -218,994 571,500 425,717 458,357 385,386 228,176 425,717 458,357 385,386 228,176 9,182 ALTERNATE 1-B PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTA/. TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300,000 4,799,400 2.164.000 1,339,[]00 1,379,200 1,420,600 1,463.200 4,817,200 4,865.[][]0 4,865,[]00 4,865.000 2,150,000 2,150,000 2,150.000 2,150.000 8,263,400 8,306200 8,394200 8,435,600 8.478200 13,400 10,000 10,000 10,O00 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536,618 3.603,802 11,779,879 11.892,368 12,047,979 12,157,218 12.269.002 10,917,600 11,121,696 11,267,479 11,745,648 11.770.643 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,030 182,400 0 0 0 0 11,430,000 11,456,696 11,602,479 12,080,643 12,105,643 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 3.30% 0.00% 3.80% 0.00% 0.00% 204,096 0 428,164 0 0 0 145,783 50,000 25,000 50,000 11,634,096 11,602,479 12,080,643 12,105,643 12,155,643 -145,783 -289,889 32,664 -51 275 -113,359 571,500 425,717 135,828 168~92 116,917 425,717 135,828 168,492 116,917 3,558 ALTERNATE 1-C PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1~4-1995 1995-1996 199~19971997-1998 199~1999 1,3~,,000 4,799,400 2,1~,000 8,2~,400 1,339~00 1,379,200 1,420J~0 1,463,200 4,817,200 4,865~30 4,865~K]0 4,865~:X]0 2,150,000 2,150,000 2,150,000 2,150,,000 8,306,200 8,394,200 8,435,600 8,478,200 13,400 10,000 10,000 10,000 12,000 187,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,800 792,600 1,708,879 1,759~68 1,790,712 1,823,984 1,854,202 890,a00 905,000 921,667 938,334 957,000 3,315,879 3,403~68 3,468,779 3,536~18 3,608,802 11,779,879 11,892~68 12,047,979 12,157,218 12,269~:X]2 10,917~:~K] 11,121~96 11,267,479 11,599,166 11,809,753 110,aO0 65,000 65,000 65,000 65,a00 270,a00 270,000 270,000 270,000 270,000 132,400 0 0 0 0 11~0~:]0 11,456~96 11,602,479 11,934,166 12,144,753 11,779,879 11,892,368 12,047,979 12,157,218 12,269~]02 3.30% 0.00% 2.50% 1.60% 1.00% 204,096 0 281,687 185,587 118,098 0 145,783 50,000 25,000 50,000 11,634~]96 11,602,479 11,934,166 12,144,753 12,312,850 -145,783 -289,889 -113,813 -12,465 43,848 571,500 425,717 135,828 22,015 9,550 425,717 135,828 22,015 9,550 53,398 ALTERNATE 1-D PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,300,000 4,799,400 2,164,000 8,263,4OO 1,339,000 1,379,200 1,420,600 1,463,200 4,817,200 4,865,000 4,865iX]0 4,865,000 2,150,000 2,150,000 2,150,000 2,150,CKX] 8,306,200 8,394,200 8,435,600 8,478,200 13,400 10,000 10,a00 10,000 12,000 187,200 172,800 175,[X]0 175,CK]0 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,00C] 756,400 774,,,'.'.'.'.'.'.'.'.'~0 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854,202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536,618 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 10,917,600 11,284,310 11,546,250 11,596,250 11,621,250 110,C00 65,1333 65,000 65,1330 65,000 270,000 270,1333 270,000 270,1330 270,000 132,400 0 0 0 0 11,430,[]00 11,619,310 11,881,250 11,931 ,250 11,956,250 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 5.50% 0.00% 0.00% 0.00% 0.00% 366,710 0 0 0 0 0 261,940 50,000 25,000 50,000 11,796,710 11,881,250 11,931,250 11,956,250 12,006,250 16,831 -11,118 -116,729 -200,968 -262,752 571,500 588,331 577,213 460,484 259,516 588,331 577,213 460,484 259,516 4,236 ALTERNATE 2-A PURCHASED POWER WESTERN NCPA LAKE MENDOCINO TOTAL TRANSMISSION SOUTH OF TESLA COTP TOTAL OPERATIONS DISTRIBUTION NON-ENERGY EXPENSES DEPRECIATION TOTAL TOTAL OPERATING EXPENSES REVENUES BASE REVENUES DEVELOPMENT COST INTEREST INCOME MISCELLANEOUS TOTAL REVENUES TOTAL EXPENSES RATE INCREASE REVENUE INCREASE INCREASE IN SALES TOTAL REVENUES INCOME BEGINNING BALANCE ENDING BALANCE 571,500 NOTE: 1994-1995 REVENUE INCREASE REPRESENTS REVENUES FROM DECEMBER 1 OF 1994-1995 INCREASE. 1994-1995 1995-1996 1996-1997 1997-1998 1998-1999 1,3OO,OOO 4,799,400 2,164iX]0 8,263,4OO 1,339,000 1,379,200 1,420,600 1,463.200 4,817,200 4,865,0[]0 4,865,000 4,865,000 2,150,000 2,150,000 2,150,000 2,150,000 8,306.200 8,394.200 8,435,600 8,478.200 13,400 10,000 10,000 10,000 12,000 187 ,200 172,800 175,000 175,000 175,000 200,600 182,800 185,000 185,000 187,000 722,000 739,000 756,400 774,300 792,600 1,703,879 1,759,368 1,790,712 1,823,984 1,854.202 890,000 905,000 921,667 938,334 957,000 3,315,879 3,403,368 3,468,779 3,536,618 3,603,802 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 10,917,600 10,917,600 11,343,386 11,790,405 11,815,405 110,000 65,000 65,000 65,000 65,000 270,000 270,000 270,000 270,000 270,000 182,400 0 0 0 0 11,430,000 11,252,600 11,678,386 12,125,405 12,150,405 11,779,879 11,892,368 12,047,979 12,157,218 12,269,002 0.00% 3.90% 3.50% 0.00% 0.00% 0 425,786 397,019 0 0 0 0 50,000 25,000 50 11,430,000 11,678,386 12,125,405 12,150,405 12,200,405 -349,879 -213,982 77,426 -6,813 -68,597 571,500 221,621 7,639 85,065 78,252 221,621 7,639 85,065 78,252 9,655 SECTION 7 Revenue Generation An attempt was made to generate the required revenues equally between the three rate classes on a percentage basis. In addition, each rate structure was modified to reflect actual cost of service requirements, the effect on conservation policies, and reflect the true market conditions of the electric utility. Therefore, the following changes are requested: Residential The first change in this rate class is to set all of the baseline energy rate equal to 360 Kilowatt-Hours except for the All Electric Winter Rate which will be reduced to 660 KWH from 772. This will level the playing field for customer with Electric Air-conditioning and Gas Heating. The winter rate although reduced will aid customers with electric heat. The second change will be to increase the Tier 1 energy rate 3.5% to $0.1074 / KWH. This will bring the rate closer to the total cost of service for the rate class. The Tier 2 energy rate will remain unchanged. These changes are forecasted to produce approximately $109,621 of increased revenues. Resulting in a 2.8% increase in revenue from this class. General Service It is recommended that the monthly service charge for this rate class remain unchanged. The energy cost of this class should be changed to reflect our true cost of service. Therefore, it is recommended that the Summer rate increase $0.01126 / KWH. This results in an increase of 8.2%. In addition, it is recommended that the Winter energy rate decrease $0.00302 / KWH or 2.7%. These changes will result in an over all increase in revenues for this rate class of $92,307 or a 3.3% increase. General Service with Demand The Winter Energy rate for this rate class should increase by 3.0% to $0.07876 / KWH. The demand rate for the Summer rate should increase to $5.75/KW-MO from $3.60/KW-MO. This change will more truely reflect our actual seasonal cost. Although the PG&E winter rate was reduce to $1.65/KW-MO the $3.60/KW-MO truly reflect our demand cost in the winter months. These chnages will result in an increase of $128,677 in revenues, a 4.3% increase in revenues. Municipal The changes made to both the General Services and General Services with Demand will cause the Municipal rate class to increase by approximately $19,275 or 3.0%. The results of these changes will generate the required revenue increase of $349,879 annually, which would result in an overall 3.4 % increase in revenue requirements. ALTERNATE 1 RESIDENTIAL .BASELINE: BASIC WINTER BASIC SUMMER ALL ELECT. WINTER ALL ELECT. SUMMER ENERGY RATE: TIER 1 TIER 2 REVENUE* EXISTING 356 325 772 410 0.10375 0.13667 $3,917,560 pROPOSED 360 360 660 360 0.1074 0.13667 $4,027,181 PG&E $ DIFF % DIFF EXISTING %DIFE 4 1.1 348 -3.3 35 10.8 332 -7.8 -112 -14.5 658 -0.3 -50 -12.2 348 -3.3 0.00365 3.5 0.11950 11.3 0 0.0 0.13737 0.5 $109,621 2.8 $4,322,382 7.3 GENERAL SERVICE MONTHLY CHARGE: 1 PHASE 3 PHASE ENERGY RATE: WINTER SUMMER REVENUE* 7.50 8.75 0.11269 0.13654 $2,795,475 7.50 8.75 0.10967 0.1478 $2,887,782 0 0.0 8.10 8.0 0 0.0 12.00 37.1 -0.00302 -2.7 0.10967 0.0 0.01126 8.2 0.15999 8.2 $92,307 3.3 $3,091,993 7.1 GENERAL SERVICE WITH DEMAND MONTHLY CHARGE ENERGY RATE: WINTER SUMMER DEMAND RATE: WINTER SUMMER REVENUE* MUNICIPAL REVENUE* ~3,00 0.07647 0.09782 3.60 3.60 $3,025,076 $640,826 63.00 0,07876 0.09782 3.60 5.75 $3,153,753 $660,101 0 0,0 75.00 19.0 0.00229 3.0 0.08015 1.8 0 0.0 0.09816 0.3 0 0.0 1.65 -54.2 2.15 59.7 6.70 16.5 $128,677 4.3 $3,035,909 -3.7 $19,275 3.0 $690,113 4.5 TOTAL REVENUE* *BASED ON 5/93 -4/94 $10,378,937 $10,728,816 $349,879 3.4 $11,140,397 3.8 ALTERNATE 1-A RESIDENTIAL EXISTING PROPOSED $ DIFF % DIFF BASELINE: BASIC WINTER 356 360 4 1.1 BASIC SUMMER 325 360 35 10.8 ALL ELECT. WINTER 772 660 -112 -14.5 ALL ELECT. SUMMER 410 360 -5O -12.2 ENERGY RATE; TIER 1 0.10375 0.1135 0.00975 9.4 TIER 2 0.13667 0.13737 0.0007 0.5 REVENUE* $3,917,560 $4,212,110 $294,550 7.5 PG&E EXISTING 348 332 658 348 0.11950 0.13737 ~,322,382 %DIFF -3.3 -7.8 -0.3 -3.3 5.3 0.0 2.6 GENERAL SERVICE MONTHLY CHARGE: 1 PHASE 7.50 7.50 0 0.0 3 PHASE 8.75 8.75 0 0.0 ENERGY RATE: WINTER 0.11269 0.10967 -0.00302 -2.7 SUMMER 0.13654 0.155 0.01846 13.5 REVENUE* $2,795~,75 $2,966,608 $171,133 6.1 8.10 12.00 0.10967 0.15999 $3,091,993 8.0 37.1 0.0 3.2 4.2 GENERAL SERVICE WITH DEMAND MONTHLY CHARGE 63.00 70.00 7 11.1 ENERGY RATE: WINTER 0.07647 0.08015 0.00368 4.8 SUMMER 0.09782 0.09816 0.00034 0.3 DEMAND RATE: WINTER 3.60 3.60 0 0.0 SUMMER 3.60 6.25 2.65 73.6 REVENU E* $3,025,076 $3,208,789 $183,713 6.1 MUNICIPAL REVENUE* $640,826 $669,975 $29,149 4,5 75,00 0.08015 0.09816 1.65 6.70 $3,o,.'~,9o9 $690,113 7.1 0.0 0.0 -54.2 7.2 -5.4 3.0 TOTAL REVENUE* $10,378,937 $11,057~182 $678,545 *BASED ON 5/93 -4/94 6.5 $11,140,397 0.7 Attachment #2 ELECTRIC UTILITY WORKSHOP BILLING AND COLLECTIONS The "General Service Demand Metered" rate schedule 1602-DM is available for commercial service customers. This rate schedule is intended for larger users. There has not been a minimum qualifying usage established for this rate schedule. P.G.& E. requires usage of at least 50,000 kwh per year to qualify for their comparable rate schedule. Staff recommends adoption of a minimum usage of 50,000 kwh per year to qualify for this rate. The "Domestic Service" rate schedule 1600 is available for single family residential units. Staff is recommending the rewording of the applicability statement from: "This is applicable to domestic lighting, heating, cooking and single phase domestic power service in single family dwellings and in flats and apartments separately metered by the City." to "This is applicable to single phase domestic power service in single family dwellings and in flats and apartments separately metered by the City." Part of the "Domestic Service" rate schedule provides for Life Support Devices. The current wording is general or nonspecific in several areas. Staff is recommending establishment of a separate Life Support rate schedule and rewording of the descriptions of the service: General: A "life support" device is any medical equipment which is essential to sustain life or relied upon for mobility. Life support devices include, but are not limited to, respirators, iron lungs, hemodialysis machines, electric nerve simulators, pressure pads and pumps, aerosol tents, electrostatic and ultrasonic nebulizers, compressors, IPPB machines and motorized wheelchairs. Applicability: This is rate applicable to a residential customer (full- time resident of the household) who require a life support device. The utility department requires written certification from a physician or osteopath, licensed to practice medicine in the State of California, that a particular "life support" device is essential to sustain life or is relied upon for mobility. Service under this schedule is subject to City of Ukiah service policies. Devices used for therapy rather than life support generally do not qualify. The life support rate does not guarantee continuance of service if the account becomes delinquent. Attachment #2 Service provided under this section will allow for a uniform monthly lifeline allowance of 500 kwh per month per eligible device in addition to the baseline allowance. Eligibility for this service must be recertified at least every two years. The authority to make arrangements with customers for payment of past due amounts is established by administrative procedure. Staff recommends bringing back to Council a proposed policy for payment arrangements and collection procedures. Proposed Customer Payment Extension Policy: 1. There will be a limit of two (2) extensions per customer per year. Where a customer has had several accounts within the same year, the cumulative number of extensions on all the accounts would apply. 2. The account must have been open for at least one year and have reasonably good credit history before any extensions may be granted. "Reasonably good: credit history shall be comprised of the following: 1. No more than six "Past Due" incidents. 2. No more than three "Delinquent" notices. 3. No more than one "Final" notice. If the customer's account has not been open for one year but has established one year's credit with the City by having other accounts which may add up to one year's service, this is acceptable. 3. Extensions may only be granted with the understanding that the entire account balance is to be paid in full at the culmination of the extension period. 4. The normal extension granted for any one instance will be for no more than 5 working days. The maximum extension shall be for no more than 10 working days...in extreme circumstances. 5. If the terms of the extension are violated, the account is to be disconnected immediately. No additional extensions will be granted and no partial payments will be accepted. No additional notice, such as a 48 Hour Notice/Final Notice will be given. 6. There will be a limit of one extension per incident. Additional extensions may no be requested or granted, unless the customer contacts our office in advance PRIOR TO THE DUE DATE in a timely manner to re-negotiate the terms, but only if within the 5- 10 day limit as stated in item #4. Attachment #2 The preceding information is not to be considered a recommendation but rather, the adopted policy of this department. Customers should not be given the impression that this policy can be overridden by the Director of Finance. If a customer wishes to lodge a complaint against this policy, they may do so through normal channels for managing citizen complaints. Citizen complaints are normally handled by the Finance Director or in his/her absence, another finance employee may step in to help resolve the situation. If the customer still feels he/she needs to speak with someone at a higher level, they are referred to the City Manager's office. Payment Arrangements: Payment arrangements are made by any member of the customer service department by use of the above extension policy. However, if a customer is in a unique situation and/or has had good prior credit history, special terms may be arranged. Currently, our software system does allow staff to manage and maintain these transactions through the system and thus resolve any missed payments or arrangements. If these special terms are not kept, immediate termination of service could result. However, each case is handled and viewed separately by the customer service staff and decisions are made based on each account's history and current events. The hope is to resolve any customer complaints quickly and fairly for both the customer and the City. There are numerous questions which tend to be legal in nature that should be considered. Staff will pursue these questions with the City Attorney. Some, if not all, of these questions should be included in the Electric Customer Service Policy revisions. 1. Does the City have the authority to require a copy of a lease? 2. Does the City have the authority to disconnect current service for previous unpaid bills whether or not the service is at the same address? 3. Does the City have the authority to deny changing service to another person's name when the current named customer continues to reside at the address? This appears to be an attempt to avoid paying a delinquent account. 4. Roommate situations - who is really liable for the bill? Does the City have the authority to require all adult occupants to sign the application for service? Are all occupants liable for the bill even if they have not signed the application for service? Attachment #2 The schedule of delinquency dates and notices which lead up to ultimate service disconnection for non-payment are established only in administrative procedure. Perhaps they should be outlined in a Council adopted policy. Billing and Collection Cycle: Step 1. Bill is issued. Bill is delinquent if not paid within 25 days. Step 2. On the 36th day after the date the bill was issued, a delinquent letter is issued. This letter gives the customer 9 days in which to pay. Step 3. If payment is still not received, a "Final Notice', is issued on the 46th day after the date of the bill. This notice gives the customer 7 days from the date of the notice to pay the account in full or the service will be disconnected. A $5.00 Final Notice fee is added to the account when this notice is prepared. Step 4. If payment is still not received, the Utility Services attendant is dispatched to disconnect the service. A $35.00 disconnect fee is added to the account at this time. To restore service, the full account balance, including the additional billings for services, must be paid in addition to a new deposit and a $7.50 reconnect fee. A second months services would have been billed between steps 1 and 2. A third months services would be billed about the same time that the Step 4 disconnect would take place.