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HomeMy WebLinkAboutJune 26, 2001 Agenda AGENDA -----.---- Agenda Item ..... , ..... CITY OF DENTONjune 26, CITY2001 COLTNCIL }ate_ ~//~o ~,/O/ After dete atoning that a quorum is present, the City Council of the Cay of Denton, Texas will convene n. a Work Session or~ Tuesday, June 26, 2001 at 6 00 p m in the Council Work Session Room in ( hty Hall, 215 E McK]rmey Street, Denton, Texas at which the following Items will be consldere( NOTE ~ [ Work Session Is used to explore matters of interest to one or more City Council Members 3r the City Manager for the purpose of giving staff direction into whether or not such matters sl: ould be placed on a future regular or special meeting of the Council for citizen mput, City Cour eft dehberatmn and formal City action At a Work Sessmn, the C~ty Council generally receives ]1 tformal and prehmmary reports and reformation from C~ty staff, officials, members of City com~ a]ttees, and the individual or organization proposing council actmn, ff mwted by C~ty Council o ~ City Manager to participate m the session Participation by ~n&wduals and members of orgam2 atlons ]nv]ted to speak ceases when the Mayor announces the session is being closed to pubhc ]nt ut Although Work Sessmns are pubhc rneettngs, and citizens have a legal right to attend, th ~y are not pubhc heartngs, so citizens are not allowed to partm~pate m the session unless mx ired to do so by the Mayor Any citizen may supply to the City Council, prior to the begmmng of the sessmn, a written report regarding the cmzen's opmton on the matter being explored Should the Council direct the matter be placed on a regular meeting agenda, the staff will genel ally prepare a final report defimng the proposed act]on, whmh vall be made available to all cra: ~ns prior to the regular meetmg at which cmzen input is sought The purpose of this procedure Is to allow mtizens attendmg the regular meeting the opportumty to hear the views of their fello ' mtizens without having to attend two meetings 1 R~:ce]ve a report, hold a dmeussmn and give staff direction regarding the architect's sc ~ematlc design of Central Fire Station 2 R~ ~ce~ve a report, hold a d~scuss]on and give staff &rection regarding TXU Gas D stnbut~on's request to change rates m the Northwest Metro Mid-Cities Distribution S: 'stem as it affects gas rates to customers within the City of Denton, Texas 3 R ~ee]ve a report, hold a dlscussmn, and give staff direction regarding Code Enforcement p~ ~cedures 4 R ,'ce]ve a report, hold a discussion, and give staff direction regarding the Capital Ir )rovemant Process and the status of 1996 and 2000 Bond Program Projects 5 New Business T us item provides a sectton for Council Members to suggest items for future agendas 6 13 fie]al Action on Closed Meeting Item(s) under Sections 551 071-551 086 of the Texas 13 )en Meetings Act Followm; the completion of the Work Session, the Council will convene ~nto a Specml Called Meeting :o cons]der the following 1 C Ohs]der nommat]ons and appointments to the City's boards and commissions City of Denton City Council Agenda June 26, 2001 Page 2 2 Consider approval of a resolution requesting the Denton County Commissioners Court to place the C~ty of Denton ~n one county commissioners' district CERTIFICATE I certify that the above notice of me~egng ~vas posted 90 the bulletin board at the C~ty Hall of the City o.~n~on, Texas, on the ~'~/~day of (.?~'//72'J , 2001 at ,5-00 o'clock (a m ~,(~V CI~Y SECRETARY NOTE THE CITY OF DENTON CITY COUNCIL WORK SESSION ROOM IS ACCESSIBLE 1N ACCORDANCE WITH THE AMERICANS WITH DISABILITIES ACT THE CITY WILL PROVIDE SIGN LANGUAGE INTERPRETERS FOR THE HEARING IMPAIRED IF REQUESTED AT LEAST 48 HOURS IN ADVANCE OF THE SCHEDULED MEETING PLEASE CALL THE CITY SECRETARY'S OFFICE AT 349-8309 OR USE TELECOMMUNICATIONS DEVICES FOR THE DEAF (TDD) BY CALLING 1-800-RELAY- TX SO THAT A SIGN LANGUAGE INTERPRETER CAN BE SCHEDULED THROUGH THE CITY SECRETARY'S OFFICE Agenda No ~ Agenda item AGENDA INFORMATION SHEET AGENDA DATE' June 26, 2001 DEPARTMENT: Fire Department \/ CM/ACM: Jon Fortune, Assistant City Manager ~ SUBJ]~CT: Receive a report, hold a d~scusswn and g~ve staff d~rectlon regarding the architect's schematm design of Central F~re Station BACKGROUND: Due to extranrdlnary pubhc interest, the C~ty Counml d:rected C~ty Staff to keep them updated on the construct:on and renovatmn of the old power plant s~te at H~ckory and Bell into a new Central F~re Station Staffw~ll brief and update the C~ty Counml at th~s work sessmn and answer any questions James K~rkpatnck, the selected architect for th~s project, w~ll also be avaalable for questions Arckitect Selection: Staff'was directed by the City Council at their Work Session on January 23, 2001, to ~ntervtew the four top architectural firms for the design of Central F~re Statmn ~n the old power plant at H~ckory and Bell The following Selectmn Committee interviewed the four finahsts on Monday, April 4, 2001 Mark Burroughs, C~ty Council Member Mike Cochran, C~ty Counml Member Peggy Capps, Chair-Denton H~stoncal Landmark Comm~ssmn Jon Fortune, Assistant C~ty Manager-Pubhc Safety Ross Chadwick, F:re Ctnef Bruce Hemngton, Director of Factht~es Management Christy Sk~rchak, Purchasing Department Craig GaJdos, F~refighter/Dnver The Selectmn Committee recommended James K~rkpatnck Architect of Denton as the most l~:ghly quahfied arch:tect A negotmtlons team made up of C~ty Staff then negotmted w~th Mr I~rkpatnck m accordance w~th State law and C~ty pohcy and a contract agreement was reached The contract was subrmtted to and approved by the C~ty Counml on May 1Sth, 2001 Sames K~rkpatnck added the following key members to h~s team for th~s project · Stewart-Cooper-Newell Architects, consulting architects for the project, prowde a formidable expertise ~n the des:gn and constructmn of fire stations and mwc famht~es Page 1 Their experience includes approximately fifty (50) fire facfliUes, w~th ten (10) currently under construction · The firm of DASA of Charlotteswlle, V~rgm~a, specmhzes m historic architecture, rehabilitation and conservation/preservation They will work closely with the team to evaluate the ex~stmg structure and preserve the h~stoncal significance, and techmcally assist w~th the renovation and restoration · The architectural firm of Lloyd Walker Jary & Associates will provide additional expertise for the restoration of fire statmons The firm has a fire station project h~story and has specifically worked on the h~stoncal restoration of ex~stIng fire stations Design Process: A kick off meeting was held on May 23, 2001 w~th City Staff and Mr Klrkpatnck to iron out the detmls of the project Bruce Henmgton, Facilities Management D~rector, was selected as the lead C~ty contact for the project Facilities Management will also admmlster the approved budget for th~s project Three days of lntens~ve meetings were held on May 22nd to 24th by Mr K~rkpatnck and Ken Newell (of Stewart-Cooper-Newell Architects) w~th the Fire Chief and a task force of selected Fire Department members The meetings resulted in the complete programming of the new Central and ultimately a schematic design (attached) On May 29th, Mr Karkpatnek met with key City Staff members to review the prehmmary design and get as much ~nput as possible on possible issues that m~ght come up Staff members included representatives from Facihties Management, Engmeenng, Planning, Builchng Department, City Management and Fire Mr K~rkpamck has met several more times w~th the F~re Department's task force to finahze the design A scheduled meeting on June l lth wIth the H~stoncal Landmark Commission (HLC) was canceled due to the lack of a quorum and reseheduled for July Mr Kirkpatnck and the Fire Chief will continue to be closely involved with the H~stoncal Landmark Commission, Greater Denton Arts Council (GDAC) and other commumty groups who are stakeholders in this building The s~te at Hickory and Bell has been surveyed and also studied for any environmental issues. A structural engineer has made several bonngs around the foundation and it looks very sufficient to bmld on a second floor to the exlstmg structure Tests are being made for possible lead paint and asbestos A hydrogeologlst will also do a comprehensive study m the near future of the sxte for any s~mflar underground water problems that have plagued "old" Central Following th~s Work Session w~th the City Cotmcfl, Staffwlll take th~s project to the Development Rewew Committee and through the normal City budding process P~e2 Tentative Project Timeline: June 26 Present Development Phase of work to C~ty Council June 28 Take project to C~ty's Development Rewew Committee (DRC) July 1 Commence Construction Documents Phase of Work July 1-31 Meet With HLC and GDAC and other Community Stakeholders September 4 Present Construction Documents to C~ty Council September 7 B~d Documents Avmlable for Interested B~dders October 2 Receipt of Proposals October 16 C~ty Council Rewew of Proposal and Possible Action November 1 Commence Construction FISCAL INFORMATION: A prehmmary project cost estimate of the current design will be fimshed by the week of June 25th Respectfully Submitted Ross Chadwick F~re Chief Attacb. ment Schematic Destgn Page 3 Agenda No ~ AGENDA INFORMATION SHEET AGENDA DATE June 26, 2001 DEPARTMENT Legal Department CM/DCM~ACM Herbert L Prouty, City Attorney 1 SUBJECt:,2 Receive a report, hold a discussion and give staff direction regarding TXU Gas Dlstnbutl0n s request to change rates m the Northwest Metro Mid-Citrus Dmtnbution System as ~ e tt affects g~s rates to customers wtthm th City of Denton, Texas PREVIOUS ACTIONS: On February 26, 2001, TXU Gas Dmtnbutlon (TXU) filed an apphcatio~ to change rates m the Northwest Metro Mid-Cities Dmtnbutlon System (System) composedlof 40 North Central Texas cities mcluchng the City of Denton TXU sought rates to be effective beglnmng March 23, 2001 The imtml filing proposed an overall annual revenue increase o~ $10 16 million or a 5 1% annual increase w~th the average remdentlal increase being ab ' ~'" ......... '~ "~ ......... ~,-~ r~,,*,,n was o-eater Under the initial filing, Denton would ha,~e received an annual increase or $1,054,474 or a 7 52% annual increase Tne increase would have fallen heavily on residential customers with about $691,591 being allocated to residential customers There was also a substantial percentage increase for industrial customers On Maret 6, 2001, the C~ty Council passed Resolution No 2001-010 suspending the effective date of th rate increase for 90 days to June 21, 2001, authorizing the City to join the Steenng Commate of the Northwest Metro Mxd-Cltms Distribution System (Steering Committee) and authonzir the Steenng Committee to bare rate case consultants and legal counsel to review TXU's rs change application The City Council also authorized the City Manager to bare Dlverslfie d Utility Consultants, Inc (DUCI) to review the Steenng Committee's consultants' findings 0v~th respect to the City of Denton service area The hmng of DUCI almost lmmedlat fly prod chvldends smee they qmckly uncovered a major error m TXU's calculation of federal m :omc tax expense wbaeh reduced TXU's annual revenue requirement from $10,156,809 to $7,53~ 605 and reduced the annual increase from 5 09% to 3 69% system wide The error also redu ed the annual revenue reqmrements in the Denton service area by nearly $200,000 from an; anual revenue requirement of $1,054,474 to $858,466 It also reduced the projected annual ir crease from 7 52% to 6 12%. As a result of this error, TXU refiled its rate change apphcam n on April 3, 2001 A copy of that fihng is attached as Exbabat A RATE ~2ONSULTANTS' RECOMMENDATION: On May 16, 2001, the Steenng Committ ~e's rate consultants' report on TXU's application to change rates was submitted It was sub~ equantly discussed at a meeting of the Steenng Committee on May 24 in the City Attorney s office in Arlington A copy of the Steenng Committee's consultants' report is attached xs Exhibit B The consultants recommended redumng TXU's increased annual revenues from $7 4 mdhon to $3 6 mdlmn Under the consultants' recommendation, the res~dentml ~ncrease went from about $4 m~lhomto $1 3 mflhon The commercml ~ncrease from $1 7 to $400,000 and the ~ndustnal actually increased from $1 7 m~lhon to $1 9 mdhon ~n annual revenues The effect of the ~ncrease vaned greatly among the 40 c~t~es Some of the reties received decreases wh~le other received increases The C~ty of Denton and the C~ty of Carrollton and some other c~t~es received larger ~ncreases Denton's ~ncrease was actually about 6 98% or about 2 95% ttmes the System average of 2 37 oA Under the Steenng Committee's consultants' recommendation, Denton mt~zens' gas rates would increase by $625,089 annually for an overall 6 98% annual increase The ~ncrease ~s allocated among the customer classes as follows residential ($439,706 or 8 34% annual increase), commermal ($47,928 or 1 52% annual ~ncrease), and ~ndustrml ($164,875 or 43 49% atmual increase) Servme charges would decrease by $27,420 The reason for th~s d~spanty was explatned by the Steenng Committee's consultants Many of the smaller reties in the System had generally accepted TXU's prewous rate ~ncreases w~thout hmng consultants As a result, they had h~gher rates to beg~n w~th whereas c~tles hke Denton--who had w~sely h~red rate consultants--were able to get the company to agree to lower rates Another factor ~s that, generally spealang, ~n System-w~de filings, the larger, more rapidly growing cities may end up subs~d~zmg smaller communmes Rate factors may also differ from city to city Another ~ssue that the Steenng Committee had to dec,de is whether or not they were wflhng to accept a s~gmficant increase m the customer charge to $7 00 per res~dentml and $12 00 per commercml customers For instance, the C~ty of Denton has some of the lowest customer charges m the System, $5 50 for res~dentml and $10 00 for commercml A final factor that may be of some concern to you--since one of your primary goals as mdmated ~n your recent retreat ~s economic development--~s a substantial 43% ~ncrease m Denton's gas rates for industrial customers Th~s large ~ncrease in industrial rates ~s spread throughout the System with many other c~t~es also show~ng substantml ~ncreases In the past, TXU has kept ~ndustnal, rates low to remain competitive In th~s fihng, TXU has agreed to place more of the burden on industrial customers One of Dan Lawton's of DUCI recommendatlons~whmh has not been accepted by the Steenng Committee--was to take the industrial rate ~ncrease out of the apphcatlon and to allow TXU to negotiate ~ts industrial rates d~rectly with the industrial customers Dan Lawton, of DUCI, addressed th~s factor ~n h~s rewew of the Steenng Committee's report and recommendation, a copy of which ~s attached as Exhibit C Dan ~ndmates that the C~ty only has regulatory jurisdiction m gas rate cases over TXU's operational costs - the cost for the dehvery of gas through TXU's d~stnbut~on system to Denton customers The gas cost is regulated by the Ra~koad Commission Dan recommends remowng the gas or commodity costs from TXU's rate request By removmg the gas costs, TXU's full rate request throughout the System is reduced to $3,025,785 w~th System residential customers recelwng a $1,043,143 annual increase, commercial customers receiving a $440,322 decrease and ~ndustnal customers reee~wng a $2,423,064 ~ncrease The removal of gas costs from the TXU's rate request would reduce the residential annual revenue requirement for Denton customers to $409,085 and the commermal revenue reqmrement to $32,479 from TXU's request of $575,214 for residential and $89,187 for commemml (See attachment 3 of Exhibit C) IfTXU and the c~t~es settle for 70% Page 2 of th~s mount, as d~scussed below, th~s would reduce the annual restdential revenue requirement to $286,359 and the annual commercial revenue reqmrement to $22,735 Dan has not included any industrial customer annual increase becanse~as mdmated above--he recommends taking the industrial mcrease out of the rate request and letting TXU negotmte th~s directly with the industrial customers He w~ll be present at the work session to make a presentation and to answer your questions TXU'S RESPONSES TO THE CONSULTANTS' RECOMMENDATION TXU was not happy w~th the nnt~al recommendation of the Steenng Committee consultants of $3 6 mllhon ~n additional annual revenue So the Steenng Comnnttee authorized negotiations w~th TXU We understand that TXU may agree to an ~ncrease of $5,151,019 which ~s approximately 70% of the revised revenue mqmrement as opposed to the $3 6 mflhon originally recommended by the Steenng Committee consultants, which ~s approximately 50% of the rewsed revenue reqmrement Approximately $3 4 mflhon of thru ~ncrease would be spread between the res~dentml and commemml customers Negotmtlons are stall ongoing between the System's attorney, Geoffrey M Gay, and TXU We may have more to report to you regarding negotiations at the meetmg A settlement at around 70% of the revmed fihng would stall amount to about a 6~A to 6V2% overall increase for the City of Denton We w~ll prowde any additional ~nformatton we receive e~ther from the System consultants or from DUCI prior to your work session TXU would hke to make a presentation dunng the work session w~th regard to their rate change apphcat~on and representatives from TXU wall be avadable to answer your questmns Although you usually do not allow comments from the general pubhc dunng work sessions, ~t has been the practice to allow the utthty to make such a presentation I recommend you allow TXU to make their presentatton OPTIONS' As a result of the negotmt~ons between the System and TXU, TXU has agreed to an extension of the effective date of the rate ~ncrease until July 21 of th~s year Unfortunately the City Council does not have another meeting after your June 26 work session until July 17 At that time ~t appears that the C~ty Connell w~ll have to make a dec~slon on th~s rate increase request The purpose of thru item is to give you as much information as possible regardmg the rate ~ncrease request and to seek your d~rectlon Your options include 1 Approving the rate increase as refiled by TXU (Th~s ~s not recommended ) 2 Approwng an ~ncrease m rates as negotmted by the System consultants w~th TXU 3 Approving an increase as recommended by DUCI 4 Some combmat~on of the above options Page 3 Additional,Information concerning the apphcatlon for change ~n rates 1s presented in the status report Your options not only include an approval or demal of a negotiated settlement by the Steenng Committee consultants and TXU but changes in the rate design that would distribute the rate increase in a different proportion among TXU's residential, commercial and ~ndustnal customers ~PACT: The rate increase will obviously have a fiscal impact on all residential, commercml and industrial gas customers w~thln the City of Denton As ~ndlcated above, the largest percentage Increase is for industrial customers, while the largest monetary increase is for resldentml customers The amount of fiscal impact will depend on the total amount of ~ncrease you antho~aze and how it is distributed among the various customers classes Respectfully submitted, Herb Prouty City Attorney Page 4 O TXU TXU Business Services Autry L Warren [i~ ~ 1~01 Bryan Street Rate, Manager ~[~ (~ ~ ~ ~ Dallas, TX 75201 3411 Tel 21481238 3 APR - 200', April 2, 2001 CI[~[ %~}ON Honorable Mayor Euhne Brock C~ty of Denton 215 E McKumey Denton, Texas 76201 Re Northwest Metro/Mid Crees Dlstnbut~on System Rate Case F~hng - Correctmn of Error m Proposed Rates Dear Mayor Brock Enclosed are revised pages for TXU Gas Dlstnbut~on's Northwest Metro/M~d Crees Rate Fflmg Package Tariffs and Cost of Service Schedules, whxch reflect the correctmn of an error m the calculation of Federal Income Tax expense at proposed rates The error can be fotmd on Schedule G-7, page 1 hne 4 column d, of the filmg package This error was caused by a component of the spreadsheet that d~d not update correctly The ongmal filmg overstated the FIT expenses by $2,647,590 and the proposed revenue reqmrement by $2,798,210 Thas correctmn lowers the requested increase m the Northwest Metro/M~d C~t~es D~stnbutaon System to $7,358,598, wluch represents a total system increase of 3 69% The attached rewsed schedules and tariffs only reflect flus change and do not reflect any change an TXU Gas D~stnbut~on's methodology If your mty has accepted the Favored Natron offer, your respective city rates will be adjusted accordingly In addat~on, TXU Gas Dastnbutton has enclosed a report showmg the proposed increase/decrease by elty refleetmg the revased numbers Sincerely, Enclosures Recmpt Acknowledged by 6 Page 1 of 1 4/2/01 NORTHWEST METRO / MID CITIES DISTRIBUTION SYSTEM Revenue Increase / (Decrease) by C~ty Increase / (Decrease) I.Jne C~ty Name Reeldent~al Commercial Industrial Serv Chr,q Amount Pement I Add~son $54 331 $115 358 $9 645 ($1 978) $177 357 3 89% 2 Argyle (782) 233 $0 498 (5O) 0 O2% 3 Arhngton 607 548 171 451 $210 916 (36 097) 953 818 2 77% 4 Aubrey (12 497} (149) $0 (1 050) (13697) 544% 5 Bedford 103 330 19 291 $15 854 (3 948) 134 527 2 61% 6 Carreliton 783,498 251 355 $298 867 (17 849) I 315 871 7 05% 7 Colleyville 4 426 3 085 $0 (3 743) 3,768 0 07% 8 Coppell (15,266) (4 076) $0 (6,359) (25 701) 0 37% 9 Copper Canyon 31 0 $0 (24) 7 0 06% 10 Connth (142 677) (7 736) $10 807 (996) (140 601) 6 99% 11 Cross Roads (274) 181 $0 (2) (95) 1 78% 12 Dalworthmgton Gardens 2 856 1,036 $0 (361) 3 530 0 85% 13 Denton 575 214 89 187 $221 457 (27 392) 858 466 6 12% 14 Double Oak 866 28 $0 (206) 687 0 51% 15 Euless 109,101 19 179 $37 508 (4 242) 161 546 3 63% 16 Farmem Branch 262,566 104,498 $170,769 (5512) 532 322 6 85% 17 Flower Mound 110663 3597 $42199 (12813) 143645 145% 18 Gmpewne 155,979 63,861 $68,145 (7 055) 277 930 3 21% 19 Hickory Creek 1 784 247 $0 (482) I 550 0 60% 20 Highland Village 27,325 385 $0 (2 627) 25,084 0 91% 21 Huret 147777 18,896 $21647 1,997 190316 343% 22 Irving 906 387 707 006 $321 678 11,359 1 946 430 6 27% 23 Juatln (12 136) 3 023 $0 (286) (9,399) 3 10% 24 Keller 99,384 3 309 $9,859 (6,968) 105 584 2 15% 25 Krum 11,475 2 214 $0 1,079 14 769 4 92% 26 Lake Dallas 10 098 (1,090) $0 391 9 398 1 28% 27 Lew[aville 32,775 (9 321) $141 806 (14,088) 151,172 I 42% 28 Lincoln Park (11,566) (487) $0 53 (12,000) 25 95% 29 Manefteld 85 549 13 875 $59,784 (4 580) 154 628 4 86% 30 Mareha~l Creek 6,464 226 $0 162 6,852 22 53% 31 Northlake 0 0 $0 2 2 8 67% 32 Pantego 9,540 3 000 $4,057 (615) 15 982 2 87% 33 Pilot Point (29,282) 2 536 $0 165 (26 581) 4 16% 34 Ponder 4 278 3,503 $3,411 239 11 431 7 97% 38 Roanoke 32 082 14 238 $0 809 47,129 17 05% 36 Sanger (23,257) (6 706) $0 1 757 (28,206) 4 31% 37 Shedy Shores (18858) (156) $0 (186) (17 200} 793% 38 Southlake (11,343) 4,998 $6 741 (5 602) (5 206) -0 08% 39 Trophy Club 9 787 I $0 (756) 9 032 I 80% 40 Weatlake 1,635 1 147 $0 (119) 2,664 1 18% 41 Other 1941181 87~828 $10%202 (3r367) 381~845 4 96% 42 Total Revenue $4,074 9~0 $1,679 052 $1 785 353 ($150 790) $7 358 605 3 69°^ Page 1 of 1 TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 4/2/01 REVISION INDEX T~,RIFI= FOR GAS SERVICE Rate Soheduls No 4101 Residential Service 4102 Commercial Serwce 4103 Industrial Sales 4104 Industrial Transportation COST OF SERVICE SCHEDULES SECTION I OVERALL COST OF SERVICE SUMMARY A Cost of Service Study A-1 Overall Cost of Serv;ce A-2 Net Operating Income SECTION I1' HISTORIC TEST YEAR DATA Schedule B Rate Base B Total Rate Base Schedule E Other Rate Base Items E Summary of Other Rate Base Items E-8 Cash Working Capital Sohedule G Distribution System Expense Data G-7 Test Year FIT and Requested FiT G-8 Taxes Other than Income Taxes Schedule I Return on Invested Capital I-1 Summary of Return SECTION III RATE DESIGN Schedule K Class Coat of Service Analys,s K-1 Rate of Return K-2 AIIocstmn of Rate Base to Proposed Rate Classes K-4 Allocation of Revenue Deductions to Proposed Rate Classes K-6 Unit Cost Analysis K-7 Allocation Factors Sohedule L Rate Design L-1 Revenue Summary L-2 Revenue Summary by City L-4 Summary Proof of Revenue at Proposed Rates L-5 Proposed Rate Calculation Tariff for Gas Service TXU Gas Dlstrlbut,on RATE S~HEDULE NO 4101 APPLICABLE TO NW Metro/Mid Cities DIstribution ISSUE DATE 04/02/01 System EARLIEST EFFECTIVE DATE 03/23/01 PAGE I OF 1 RESIDENTIAL SERVICE Monthly Rate Subject to apphcable adjustments, the following rates are the maximum apphcable to res~denbal consumers per meter per month or for any part of a month for which gas serwce ~s available at the same location Customer Charge $ 8 0000 All Consumpbon @ 5 9430 Per Mcf If the service penod ~s tess than 28 days ~n a month the customer charge ,s $ 2857 t~mes the number of days service If the consumption contains a port~on of an Mcf, a prorata port~on of the per Mcf charge w~ll be made B,lls are due and payable when rendered and must be pa~d w~th~n hfteen days from monthly b~ll~ng date APPLICABLE RATE SCHEDULES/RIDERS Rate Adjustment Provisions 4108-1 Gas Cost Adjustment 4108-2 Tax Adjustment 4108-3 Weather Normahzatmn Adjustment Miscellaneous/Service Charges 9001 Connection Charge 9002 Read for Change Charge 9003 Returned Check Charges 9004 Dehnquent Notification Charge 9005 Main Line Extension Rate 9006 Excess Flow Valve Charge Surcharges 4106 Sumharge R~der NW Metro/Mid Cities Distribution System - Page 4 Tariff for Gas Service TXU Gas O,stribution RATE sCHEDULE NO I 4102 APPLICABLE TO NW Metro/Mid Cities Distribution ISSUE DATE 04/02/01 System EARLIEST EFFECTIVE DATE 03/23/01 PAGE 1 OF 1 COMME~RCIAL SERVICE Monthly Rate Customer Charge $ 14 0000 First 20 Mcf @ 6 3340 Per Mcf Next 30 Mcf @ 6 0340 Per Mcf Over 50 Mcf @ 5 8840 Per Mcf If the service per~od ~s less than 28 days ~n a month the customer charge ~s $ 5000 t~mes the number of days service If the consumption contains a port,on of an Mcf, a prorata porhon of the per Mcf charge w~ll be made B~lls are due and payable when rendered and must be pa~d w~thln fifteen days from monthly b~llmg date APPLICABLE RATE SCHEDULES/RIDERS Rate Adjustment Provisions 4108~1 Gas Cost Adjustment 4108.2 Tax Adjustment 4108,3 Weather Normaflzat;on Adjustment Miscellaneous/Service Charges 9001 Connection Charge 9002 Read for Change Charge 9003 Returned Check Charges 9004, Delinquent Notification Charge 9005 Ma~n Line Extension Rate 9006 Excess Flow Valve Charge 9007 Certain Stand-By Gas Generators Surcharges 4106 Surcharge R~der NW Metro/Mid Cities Distribution System - Page 5 Tariff for Gas Service TXU Gas D~str~bution RATE S~HEDULE NO 4103 APPLICABLE TO NW Metro/Mid Cities Dlstr~bution ISSUE DATE 04/02/01 System EARLIEST EFFECTIVE DATE I 03/23/01 PAGE I OF 1 Monthly Rates. Industrial Rates-N is hereby amended and rewsed as follows Subject to Company's I~m~tabons on the availability of each rate, Customer shall receive service under ~ts choice of one of the follow~ng rates in accordance w~th the rate selected by Customer as prowded ~n the contract RATE 1 F~rst 125 Mcf or less $ 470 870 All over 125 Mcf @ $ 3 676 per Mcf RATE 2 All over 600 Mcf @ $ 3 336 per Mcf RATE 3 All over 1,250 Mcf @ $ 3 197 per Mcf In all other respects, Industnal Rates-N shall remain m effect as filed w~th the Cities m the NW Metro/M~d C~t[es, D~stribut~on System 100% of the ~ncrease ~n ~ndustnal margtn ~s to accrue to the benefit of TXU Gas Distr;bution APPLICABLE RATE SCHEDULES/RIDERS. Rate Adjustment Provisions 4108-2 Tax Adjustment Miscellaneous Service Charges 9005 Mare L~ne Extension Rate Surcharges. 4106 Sumharge R~der NW Metro/Mid Cities Distribution System · Page 6 Tariff for Gas Serv,ce TXU Gas DIstr,bution RATE S(~HEDULE NO 4104 APPLICABLE TO NW Metro/Mid Cities Distribution ~SSUE DATE 04/02/01 System I EARLIEST EFFECTIVE DATE 03/23/01 PAGE I OF 1 INDUSTRIAL TRANSPORTATION Monthly Rates The maximum fee for ~ndustnal transportation service on the NW Metro/M~d C~bes D~stnbut~on System ~s $1 2551 per MMBTU dehvered plus apphcable taxes exclusive of the backup fee The above transportation fees ~nclude both the fees ~ncurred to move the gas from the receipt point on the transmission system to the c~ty gate and the fee incurred to move the gas from the c~ty gate to the customer's fac~hty If the fees for transportation service on the transmission system change, the rewsed fees w~ll be ~nctuded ~n the overall transportation rate charged to customers 100% of the increase in transportabon fees mcurrad to move the gas from the city gate to the customer's fac~hty is to accrue to the benefit of TXU Gas Distnbut~on APPLICABLE RATE SCHEDULES/RIDERS Rate AdJuetment Provlelone 4108-2 Tax Adjustment Surchargee 4106 Sumharge Rider NW Metro/Mid cities Distribution System - Page 7 Schedule A Page 10l 1 Revised 4-02-01 TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM COaT OF SERVICE STUDY FOR THE TEST yEAR ENDED SEPTEMBER 30, 2000 SPONSOR B W MYERS Northwest Metro/Mid Cities Distribution System Line prseent Propose¢J Proposen F,,,,-e,,~ No Dsecripflon Rates Rates Increase Increase (a) (h) (c) (d) (e) 2 Res~pential $ 120223703 $ 124298810 $ 4075106 339 3 Commercial (1) 73 292 124 74 971 268 1 679 144 2 29 4 Industrial (2) 4 9481919 5704057 1755138 3547 5 Total Gas Sales Revenue 198 464,747 205 974 135 7 509 389 3 78 6 Other Rev Saw,ce Charges etc 1 080~812 930 021 (150 790} (13 95I 7 Total Operating Revenues $ 199 545~555 $ 205 904 157 $ 7 358 598 3 69 8 9 13 14 Total Revenue Requirement 15 Operating Expenses 17 For Reci;]entlal Sales 81 862 752 18 For Commercial Sales (1) 56 716 371 19 For Industrial Sales (2) 2 755 085 20 Unaccounted for Gas 1 342 630 21 Other O & M Expenses 22 079 234 22 23 Taxes Other than Income Taxes 14 303 462 24 25 Provision for Depreciation 7 901 643 26 27 Interest on Customer Deposits 215 134 28 Interest on Customer A~vancas 48 831 29 30 Federal Income Taxes 5 1 g5 051 31 32 Return on Rate Base 14 483 965 33 34 Total Revenue Requirement $ 206 904 157 35 36 (1) Commercial class includes schools se proposed ~n this rate filing 37 (2) thduetdal class includes transportation and electhc generation customers $ch~Bule A 2 Page 1 of 1 Rewsed 4-02-01 TAU GAS DIETRIBtJTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM NET OPERATING INCOME FOR ~I~E TEST yEAR ENDEC SEPTEMBER 30 2000 SPONSOR J K. BAKER Distribution Line Amount Per System At present Rates At Propomed Schedule (a) (b) (c) (0) (e) (0 8 9 Operating Expenae8 19 Total Operating Expen#l~ Before 24 Tot. l Operating Income BMore Fed~al 31 C~lumn(h) ilnesS~ndlSareexclude~omtheGostofsen~ce§llng 'rxu GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM TOTAL RATE BASE AB OF SEPTEMBER 30, 2000 SPONBOR D A WATSON Line Schedule Per Books Total Total No Description Reference Syetsm Adluatment Recluested 1 (a) (b) (a) + (b) = (c) 2 Net Plant m Service 3 Distribution Plant in Service I B 1 I $ 164 949 144 $ 164 949 144 4 General Plant i ~ 9 620 218 9 620 218 5 NstGasD~stribut~onPlant~nSew~ce $ 174569362 $ $ 174569362 6 7 investment Additions 8 Regulsto~y Asset Pcty 1 Safety Comphance Program r E ~ $ 2 078 997 $ 2 078 997 9 Working Caprial 10 Working Cash Allowance [ I (7365129) (7365129) 11 Matenals& Supplres E 484 877 484 877 12 Prepayments 717~692 717~692 13 Total investment Additions $ 14 083 563} $ $ (4 083 563) 15 Investment Deductions 16 17 Customer Deposits ] $ 3 618 273 $ 3 618 273 18 Customer Advances for Construction I 1 518 108 1 518 108 19 Injunes end Damages Reserve E 223 007 223 007 20 Income Tax Adjustments 15 547 589 15 547 589 21 TXU LSP Industrial Meter &Regulstor Adjustment 35 365 36 365 22 23 Total Investment Deductions $ 20~943 342 $ $ 20~943 342 24 25 Total Rste Base $ 149542457 $ $ 149T542457 ]6 Schedule E Page 1 of 1 Rewsed 4~2-01 TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM SUMMARY OF OTHER RATE BASE ITEMS AS OF SEPTEMBER 30, 2000 SPONSORS D A WATSON, B W MYERS, J K BAKER Line Schedule No Description Reference Amount 1 Current Assets (13 month average) 2 Materials & Supphes E 1 $ 484,877 3 Prepayments E-2 717,692 4 5 Current Liabilities (Year-end Balance) 6 Customer Depostts E-3 3,618 273 7 Customer Advances E 4 1,518,108 8 Injuries & Damages Reserve E-5 223,007 9 Income Tax Adjustments E-7 15,547,589 10 11 Plant Adjustments 12 Poly 1 Safety Compliance Program Costs E-6 2,078,997 13 TXU LSP Industrial Meter & Regulator Adjustment E-9 36,365 14 15 Cash Working Cap;tel E-8 (7,365,129) l! 18 Schedule G 7 Page 1 of 4 Revised 4-02~31 TXU (]AS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM TEST YEAR FIT AND REQUESTED FIT FOR THE T=BT YEAR ENDED SEPTEMBER 30, 2000 SPONSOR J K BAKER Test Year Test Year (a) (b) (~) (d) (e) 14 P~or Yesr Adjustments (225) (225) (225) $cfle0u~e G 7 Rewsed 4 02~)1 (a) (b) (o) (~) 20 Rewsed 4-02~)1 TXU GAS DISTRIBU11ON NORTHWEST METRO/MID CITIE~i DISTRIBUTION SYSTEM (t)) (¢) (d) (e) (~ Schedule G 7 Page 4 of 4 Rewsed 4-02-01 TXU GAE DISTRIBUTION COMPANY NORTHWEST METRO/MID CITIEE DISTRIBUTION SYSTEM DETAIL OF OTHER DEDUCTIONS FOR 12 MONTHE ENDED SEPTEMBER 30 2000 EPONEOR J K. BAKER (a) (b) (=) (d) (e) 9 Saint/Oeferral (143385) 137515% Tote] Labor per Books (t9 718~ 13 Less 14 ?est year Adjustments 17 Tent Year as Adjusted $ (221 3231 $ [30 55?) 22 Schedule Page 1 of Revised TXU OAS DISTRIBI.~rlON NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM SUMMARY OF RETURN FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR A L WARREN Total System With Wtth Line Present Proposed Schedule NO Rates Rates Reference 1 Summe~ of Net Operetin~ Income/Return 2 Cost of Debt 727% 5 077 101 5 077 101 3 Cost of Preferred Stock 5 79% 147 195 147 195 4 Available or Requeed Retum on 5 Book Value of Common Equity 5 836 423 9 259 669 6 Total Return on tnvestad Capital 11 060 719 14 483,965 A I 7 Summary of Rate Base by Kind of Inveetad Capital 8 Debt 46 70% 69,836 327 69 836 327 9 Preferred Stock 1 70% 2 542,222 2,542 222 10 Common Equity at Book Value 51 60% 77~163 908 77,163 908 11 Total Invested Capital 149,542 457 149,542 457 B 12 Pement Return 13 Cost/Rate on Debt 7 27% 7 27% 14 Cost/Rate on Preferred Stock 5 79% 5 78% 15 Cost/Rate on Book Value of Common Equity 7 56% 12 00% 16 Total Cost/Rate on Invested Capital 7 40% 9 69% 24 26 44 45 ,48 49 50 $! 52 54 TXU GAS DISTRIBUllON Schedule NORTHWEST METRO/MID CreES DISTRIBUTION SYSTEM Page 10 of RATE DESIGN - REVENUE SUMMARY BY CITY Rewsed 4-02-o1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line Description 1 TRANSPORTATION 2 3 Adjusted Transportation Volume-MCF 8187654 4 Adjusted Per BooksTransportat~on Volume 8093821 5 Transportation Volume Per Books 93 833 6 Adjustment to Transportation Volume 7 Industrial TransDratatlon Revenue 8 Transportation Fee 19148 I 025 $1 00 0 5000 9 813 9 Transportation Fee 124079 1 025 0 65 0 5000 41 493 10 Traneportauon Fee 107558 1 025 0 64 0 5000 35 279 11 Transportation Fee 1482326 I 025 0 63 0 5000 478 606 12 Transportation Fee 857302 1 025 0 62 0 5000 272,408 13 Transportation Fee 315798 1 025 0 61 0 5000 98 726 14 Traneportauon Fee 188062 1 025 0 60 0 5000 57 829 15 Transportation Fee 107209 I 025 0 59 0 5000 32 417 16 Transportation Fee 94299 I 025 0 58 0 5000 28 030 17 Transportation Fee 55958 1 025 0 48 0 5000 13 622 18 Transportation Fee 481399 1 025 0 46 0 5000 112,256 19 Transportation Fee 1655616 I 025 0 44 0 5000 369 099 20 Transportauon Fee 226358 1 025 0 38 0 5000 43 503 21 TraneportsUon Fee 369837 1 025 0 32 0 5000 60~653 22 Total Industrial Transportation Revenue $1,653 736 23 Electric Generation Transportation Reve~lue 24 Transportation Fee 1848808 1 025 $0 02 1 0000 33~807 26 Total Electrtc Generation Transportation Revenue $33 807 26 Commercial Trensoortaflon Reversra 27 Transportation Fee 29571 1 025 $0 50 1 0000 15 155 28 Transportation Fee 63951 I 025 0 37 I 0000 24 122 29 Transportation Fee 39211 1 025 0 29 1 0000 11 655 30 Transportation Fee 9437 1 025 0 30 1 0000 2,902 31 Transportation Fee 111727 I 025 0 29 1 0000 33 211 32 Commercial Customer Charge (1 cuetomem) t 12 000 20 00 1 0000 240 33 Commercial Customer Charge (2 customers) 18 12 000 12 00 1 0000 2,592 34 Commercial Customer Charge (3 suetoraers) 53 12 000 10 00 1 0000 6r360 96 237 35 Total Comraercial Transportation Revenue I 783,780 36 Total Trane Only Revenue 0 05860 104~523 37 Total Revenue Taxes 1 888 303 38 D;stribut~on Trans Only Rev Adjusted 39 Less Trans Only Rev Per Books 1~911~345 40 Transportation Only Rev Adjustraent 1231042), TXU GAS DISTRIBUTION Schedule L 2 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 1 ! of 11 RATE DESIGN - REVENUE SUMMARY BY crrY Rewsed 4-02-91 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L, GOBLE Line Deecr~ptlon Adj Mcr Rate Amount I TRANSPORTATION 2 3 Adluated Tranapa~lation Volume. MCF 4 Adjusted Per BooksTransportat~on Volume 0 5 Tranaportat~on Volume Per Books 0 6 Adjustment to Transportation Volume 0 7 8 Rate 1 0 0 0 9 Rate 2 0 0 0 10 Rate 3 0 0 0 11 Rate4 0 0 0 12 Rate 5 0 0 0 13 Rate 6 0 0 0 14 Rate7 0 0 0 15 Rata 8 0 0 0 16 Rate 9 0 0 0 17 Rata 10 0 0 0 18 Rate 11 0 0 o 19 Rate 12 0 0 0 20 Rate 13 0 0 0 21 Rate 14 0 0 0 22 Rate 15 0 0 0 23 Rata 16 0 0 0 24 Rata 17 0 0 0 25 Rate 18 0 0 0 26 Rate 19 0 0 0 27 Rate 20 0 0 0 28 Rate 21 0 0 0 29 Rats 22 0 0 0 30 Rate 23 0 0 0 31 Rata 24 0 0 0 32 Total Trane W/Corn Revenue 0 33 Total Revenue Taxes 0 05860 0 34 Distribution Trane W/Com Rev Adjusted 0 35 Less Trane WICom Rev Per Seeks 0 36 Transpo~lat~on W/Corn Rev Adjustment 0 · rxu GAS DISTRIBUTION Schedule L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 1 of 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Rev.sad 4 o2-01 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line _~e_-~riptlon Winter Summer Total 1 TOTAL RESIDENTIAL 2 3 Rate_9999 4 s ~ 6 Customer Charge $8 0000 $8 0000 7 Block 1 $5 9430 $5 9430 8 Off-Peak D~scount per MCF $0 0000 $0 0000 9 10 Plus Gas Cost Adjustment Above $0 0000 $0 0000 11 Gas Cost Adjustment 0 0000 0 0000 12 Volume Factor $1 0234 $1 0234 13 Tax Factor 0 0586 0 0586 14 Plus Franchise Fee Reimbursement $0 0000 $0 0000 15 16 ~ 17 Zero 0 0000 0 0000 18 Block 1 1 0000 1 0000 19 Oft-Peek Discount 0 0000 0 0658 20 21 ~lllna Umts. 22 Bills 1,309,506 1,313,538 2,623,044 23 Block 1 13,578,298 2 648,191 16,226,489 24 Total MCF 13,578,298 2,648,191 16,226,489 25 Off-Peak Discount Block 0 174,304 174,304 26 27 J~ 28 Customer Charge Revenue $10,476,048 $10,508,304 $20,984,352 29 Block 1 80,695,826 15 738,199 96,434,025 30 Less Off-Peak Discount 0 0 0 31 Total Sase Rate Revenue $91,171,874 $26,246,503 $117,418,377 32 33 Gas Cost Adjustment $0 $0 $0 34 Subtotal (Base Rate + GCA) 91,171,874 26,246,503 117,418,377 35 Franchise Fee Rmmburaement 0 0 0 36 Revenue Related Taxee 5r342~361 lr537~956 6~880~316 . 37 Subtotal $96,514,234 71 $27,784,458 74 $124,298,693 38 Ratio Gross to Net 1 00000 1 00000 39 Total Annual Gross Revenue $96 514~235 $27~7841459 $124~298r693 6O TXU GAS DISTRIBUTION Schedule L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 2 o! 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Rewsed 4 02-O1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line Description Winter Summer Total 1 TOTAL COMMERCIAL 2 3 Rata_9999C 4 5 Rate Charactanst~cs. 6 Customer Charge $14 0000 $14 0000 7 Block 1 $6 3340 $6 3340 8 Block 2 $6 0340 $6 0340 9 Block 3 $5 8840 $5 8840 10 11 Plus Gas Cost Adjustment Above $0 0000 $0 0000 12 Gas Cost Adjustment $0 0000 $0 0000 13 Volume Factor 0 0000 0 0000 14 Tax Factor 0 0586 0 0586 15 Plus Franchise Fee Reimbursement $0 0000 $0 0000 16 17 Consumr~tion Charaoteristias. 18 Zero 0 0000 0 0000 19 Block 1 0 1933 0 1953 20 Block 2 0 1515 0 1635 21 Block 3 0 6552 0 6412 22 I 0000 I 0000 23 Billino Units. 24 Bills 121,541 118,081 239,622 25 Block 1 1,510,626 658,275 2,168,901 26 Block 2 1,183,634 550,907 1,734,540 27 Block 3 5~119~649 2~161~041 7~280~690 28 Total MCF 7,813,908 3,370,223 11,184,131 29 30 ~ 31 Customer Charge Revenue $1,701,574 $1,653,134 $3,354,708 32 Block 1 9,568,304 67 4,169,515 65 13,737,820 32 33 Block 2 7,142,045 05 3,324,169 90 10,466,214 95 34 Block 3 30~124~014 30 12~715~565 87 42~839~580 17 35 Total Base Rate Revenue $48,535,938 $21,862,385 $70,398,323 36 37 Gas Cost Adjustment $0 $0 $0 38 Subtotal (Base Rate + GCA) 48,535,938 21,862,385 70,398,323 39 Franchise Fee Reimbursement 0 0 0 40 Revenue Related Taxes 2~844~040 1 ~281 ~061 4~125~101 49 41 Subtotal $51,379,978 $23,143,447 $74,523,425 42 Ratio Gross to Net 1 00000 I 00000 43 Total Annual Gross Revenue $51 ~379~978 $2311431447 $741523~425 'rxu GAS DISTRIBUTION Schedute L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 3 of 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Rewsed 402~1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE L~ne -n~- -"cript~on W~nter Summer Total 1 TOTAL SCHOOL 2 3 4 5 ~ 6 Mimmum Charge $14 0000 $14 0000 7 Block 1 $6 3340 $6 3340 8 Block 2 $6 0340 $6 0340 9 Block 3 $5 8840 $5 8840 10 Adjustment Factor 1 0000 1 0000 11 Plus Gas Cost Adjustment Above $0 0000 $0 0000 12 Cost of Gas $0 0000 $0 0000 13 C~ty Street & Alley Rental 0 0000 0 0000 14 State O~cupation Tax 0 0586 0 0586 15 16 Bi[lino Umts. 17 Bills 246 246 492 18 Block 1 11,379 2,061 13,441 19 Block 2 8,916 1,725 10,641 20 Block 3 38~566 6~767 45~333 21 Total MCF 58,862 10,553 69,414 22 23 ~ 24 Customer Charge Revenue $3,444 $3,444 $6 888 25 Block I 72,077 32 13,055 50 85,132 82 26 Block 2 53,800 49 10,408 57 64,209 06 27 Block 3 226~921 93 39~814 71 266~736 63 28 Total Sase Rate Revenue $356,244 $66,723 $422,967 29 30 Gas Cost AdJustment $0 $0 $0 31 Subtotal (Base Rate + GCA) 356,244 66,723 422,967 32 C~ty Street & Alley Rental 0 0 0 33 State Occupation Tax 20~875 3~910 24~784 34 Subtotal $377,118 $70,633 $447 751 TXU GAS DISTRIBUTION Scheduie L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 4 of 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Revmed 402 01 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line Description W~nter Summer Total 1 TOTAL MILITARY 2 3 4 5 ~ 6 M~mmum Charge $0 0000 $0 0000 7 Block 1 $0 0000 $0 0000 8 Block 2 $0 0000 $0 0000 9 Block 3 $0 0000 $0 0000 10 Adjustment Factor 0 0000 $0 0000 11 Plus Gas Cost Adiustment Above $0 0000 $0 0000 12 Cost of Gas $0 0000 $0 0000 13 City Street & Alley Rental 0 0000 $0 0000 14 State Occupation Tax 0 0000 $0 0000 15 16 ~JJJ J,o.g-~ 0 0 0 17 Bills 18 Block 1 0 0 0 19 Block 2 0 0 0 20 Block 3 0 0 0 21 Total MCF 0 0 0 22 23 Base Rate Revenue, 24 Customer Charge Revenue $0 $0 $0 25 Block 1 0 0 0 26 Block 2 0 0 0 27 Block 3 0 0 0 28 Total Base Rate Revenue $0 $0 $0 29 30 Gas Cost Adjustment $0 $0 $0 31 Subtotal (Base Rate + GCA) 0 0 0 32 C~ty Street & Alley Rental 0 0 0 33 State Occupation Tax 0 0 0 34 Subtotal $0 $0 $0 35 36 Gas Cost 37 Cost of Gas $0 $0 $0 38 Plus 1/2 of Markup 0 0 0 39 Total Gas Cost $0 $0 $0 TXU GAS DISTRIBUTION Schedule L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 5 of 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Revised 4 0201 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line -n~- -~cription Total 1 TOTAL INDUSTRIAL 2 3 Adlustment To Industr~al Sales Volume - MCF 4 Adjusted Industrial Sales Volume - MCF 610 888 5 Less Per Books Industrial Sales Volume MCF 649~795 6 Adjustment To industrial Sales Volume - MCF (381907) 7 8 Adlustment to Industrial Sales Revenue 9 15t 125 MCF Or Less 1,824 470 870 $858,867 10 Over 126 MCF 160,841 3 676 5917252 11 Subtotal 1 ~4507118 12 1at 600 MCF Or Less 72 2,106 140 151,642 13 Over 600 MCF 68,765 3 336 229~421 14 Subtotal 381~063 15 1at 1250 MCF Or Less 36 4,067 100 146 416 16 Over 1250 MCF 42 706 3 197 136~518 17 Subtotal 282~934 18 GCA Revenue 610,888 3 245 1 ~982T515 19 Subtotal 4,096,630 20 City Street & Alley Rental 4,096,630 0 0000 0 21 State Occupation Tax 4,096,630 0 0586 240~049 22 Total Adjusted Revenue 4,336,678 23 Less Per Books Revenue 27585T665 24 Adjustment To Industrial Revenue $1T751,013 64 TXU GAS DISTRIBUTION Schedule L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 6 ol 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Rewsed 4 02~)1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Description Adj Mci Rate Amount TRANSPORTATION Adjusted Transportation Volume-MCF 0 Adjusted Per BooksTransportat~on Volume 0 Transportation Volume Per Books 0 Adjustment to Transportation Volume Rate 1 0 0 0000 0 Rate 2 0 0 0000 0 10 Rate 3 0 0 0000 0 11 Rate 4 0 0 0000 0 12 Rate 5 0 0 0000 0 13 Rate 6 0 0 0000 0 14 Rate 7 0 0 0000 0 15 Rate 8 0 0 0000 0 16 Rate 9 0 0 0000 0 17 Rate 10 0 0 0000 0 18 Rate 11 0 0 0000 0 19 Rate 12 0 0 0000 0 20 Rate 13 0 0 0000 0 21 Rate 14 0 0 0000 0 22 Rate 15 0 0 0000 0 23 Rate 16 0 0 0000 0 24 Rate 17 0 0 0000 0 25 Rate 18 0 0 0000 0 26 Rate 19 0 0 0000 0 27 Rate 20 0 0 0000 0 28 Rate 21 0 0 0000 0 29 Rate 22 0 0 0000 0 30 Rate 23 0 0 0000 0 31 Rate 24 0 0 0000 0 0 32 Total Trans Revenue 33 Total Revenue Taxes 0 0586 0 0 34 Distribution Trans Rev Adjusted 0 35 Less Trans Rev Per Books 0 36 Transpoffatlon Rev Adjustment TXU GAS DISTRIBUTION Schedule L 4 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 7 Of 7 SUMMARY PROOF OF REVENUE AT PROPOSED RATES Rewsed 4-02~1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOSLE Line 1 TRANSPORTATION 2 3 Adjusted Transportation Volume-MCF 8 187 654 4 Adjusted Per BooksTransportat~on Volume 8 093 821 5 Transportation Volume Per Books 93 833 6 Adjustment to Transportation Volume 7 Industrial mranseortet~on Revenue 8 Trans ~ortat~on Fee 19 148 I 025 $1 26 0 5000 12 317 9 Trane ~ortation Fee 124 079 1 025 0 82 0 5000 52 074 10 Trans )o~atton Fee 107 558 I 025 0 80 0 5000 44 251 11 Trane )ortation Fee 1,482 326 1 025 0 79 0 5000 600 689 12 Trane =ortation Fee 857 302 1 025 0 78 0 5000 341 916 13 Trane )ortat~on Fee 315 798 1 025 0 77 0 5000 123 910 14 Tran$ 3orteflon Fee 188 062 1 025 0 75 0 5000 72 585 15 Trane ~ortetion Fee 107,209 I 025 0 74 0 5000 40 686 16 Tran~ ortation Fee 94 299 1 025 0 73 0 5000 35 183 17 Tran= ~ortat~on Fee 55,958 1 025 0 60 0 5000 17 098 18 Trane ortat~on Fee 481 399 I 025 0 57 0 5000 140 900 19 Tran~ )ortation Fee 1,655 616 I 025 0 55 0 5000 463,283 20 Tran~ 3ortation Fee 226 358 1 025 0 47 0 5000 54 605 21 Tram ~ortation Fee 369 837 I 025 0 40 0 5000 76r120 22 Total Industna[ Transportation Revenue $2 075 646 23 ~[lectnc Generation Transoortation Revenue 24 Transportation Fee 1 848 808 I 025 $0 02 1 0000 42,449 25 Total Electnc Generation Transportation Revenue $42 449 26 ~ommercial Transportation Revenue 27 Transportation Fee 29 571 1 025 $0 63 1 0000 19,020 28 Transportation Fee 63,951 1 025 0 46 1 0000 30 277 29 Transportation Fee 39 211 1 025 0 36 1 0000 14 630 30 Transportation Fee 9 437 1 025 0 38 1 0000 3 642 31 Transportation Fee 111,727 1 025 0 36 I 0000 41,685 32 Commercial Customer Charge (1 customers) I 12 000 20 00 1 0000 240 33 CommerciaJ Customer Charge (2 customers) 18 12 000 12 00 I 0000 2 592 34 Commem~al Customer Charge (3 customers) 53 12 000 10 00 1 0000 6~360 35 Total Commercial Transportation Revenue 118,446 36 Total Trane Only Revenue 2,236,541 37 Total Revenue Taxes 0 0586 131~054 38 Distribution Trane Only Rev Adjusted 2,367,594 39 Less Trane Only Rev Per Books 1~91 lr345 40 Transportation Only Rev Adjustment 456 249 'FXU GAS DISTRIBUTION Schedule L 5 NORTHWEST METRO/MID CITIES DISTRIBU'I3ON SYSTEM Page 1 of 3 PROPOSED RATE CALCULATION RESIDENTIAL Rewsed 4-02-o1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line -n'~"riptlon Total 1 Residential Revenue Requirement $124 298 810 2 Less Revenue From Customer Charge $2 623 044 x $8 00 20 984 352 3 Less Revenue Related Taxes O 5 5353% 6 880 323 4 Less Gas Cost $16 226 489 x $0 0000 0 5 6 Revenue Redu~red From Commedity Rate $96 434 135 7 8 Residential Peak Penod MCF 13 578 298 9 Residential Off Peak Period MCF 2,648 191 10 11 Total Resldenttal MCF 16,226 489 12 13 Residential Peak Period MCF 13,578 298 14 Residential Off Peak Penod MCF - Bleck 1 2,473 887 15 Residential Off Peak Period MCF Block 2 174 304 16 16 226 489 17 Total Residential MCF 18 19 Revenue Required From Commodity Rate $96 434 135 20 Plus (Off Peak Period Block 2 MCF * 0) 0 21 22 Total $96 434 135 23 Divided by Totat MCF 16 226 489 24 Commodity Rate $5 94301 25 Off Peak Per~od Commodity Rate Discount 0 0000 26 27 Customer Charge Revenue $20 984 352 28 Commodity Rate Revenue 96 434 135 29 Off Peak Period Commodity Rate Discount Revenue 0 30 Revenue Related Taxes Revenue 6 880 323 31 32 Total $1241298 810 33 34 BIll Analys~s Adjusted 35 /1/ Residential MCF M(~F Ratio M~F 36 Off Peak Period 2,648 191 0 16320 2 648 191 37 Peak Penod 13~578~298 0 83680 13~578~298 38 Total 16~226 489 1 00000 16 226 489, 39 40 41 /2/ Off Peak B~[I Anelys~s Off Peak 42 Block MCF Block MCF F~;~tiq MCF 43 0 to 8 0 2 473 887 0 93418 2,473,887 44 Over 8 0 174 304 0 06582 174~304, 45 Total 2 648 191 1 00000 2 648~191 TXU GAS DISTRIBUTION Schedule L 5 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 2 of 3 PROPOSED RATE CALCULATION - RESIDENTIAL Revised 4 02 01 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE Line Description Total 1 Commercial Revenue ReClu~rement $74 971 268 2 Less Revenue From Customer Charge 240,114 x $14 00 3 361 596 3 Less Revenue Related Taxes @ 5 5353% 4 149 891 4 Less Gas Cost 11 253 645 x $0 00 0 5 6 Revenue Required From Commodity Rate $67 459 781 7 8 Commerciel Block I MCF 2 182 342 9 Commercial Block 2 MCF 1,745 181 10 Commercial Block 3 MCF 7~326~023 11 12 Total Commercial MCF 11,253 546 13 14 Revenue Required From Commodity Rate $67,459 781 15 Plus (Block 2 MCF ' 0 3) 523 554 16 Plus (Block 3 MCF * 0 45) 3r296~710 17 $71,280 046 18 Total 11 253 546 19 Divided By Total Commercial MCF 6 334 20 Block I Commodity Rate 6 0340 21 Block 2 Commodity Rate 5 8840 22 Block 3 Commodity Rate 23 $3 361 596 24 Customer Charge Revenue 25 Block 1 Commodity Rate Revenue 13,822 953 26 Block 2 Commodity Rate Revenue 10 530 424 27 Block 3 Commodity Rate Revenue 43,106,317 28 Revenue Related Taxes Revenue 4~14%891 29 30 Total Revenue $741971r 181 31 32 First Next Over 33 ~ 20 MCF 30 MCF 50 MCF Total 34 Commercial Summer I 510 526 1 183 634 5 119 649 7 813 908 35 CommerclaIWinter 658,275 550,907 2 161,041 3,370 223 36 Schools 13~441 10~641 45r333 69~414 37 Total 2 182,342 1 745 181 7,326,023 11 253 546 38 Ratio 0 19392 0 15508 0 65100 I 00000 39 Adjusted MCF 2 182 342 1 745,181 7,326,023 11,253 546 TXU GAS DISTRIBUTION Schedule L 5 NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM Page 3 of 3 PROPOSED RATE CALCULATION RESIDENTIAL Rewsed 4 024~1 FOR THE TEST YEAR ENDED SEPTEMBER 30, 2000 SPONSOR G L GOBLE 1 Industnal Revenue Requirement $4 146 066 2 Leas Revenue Related Taxes 5 5353% 229 498 3 Less GCA 610,888 $3 2453 I 982 515 4 Less SO 00 Gas Cost In Base Rate 610 888 I 0000 0 0000 0 5 Proposed Base Rate Revenue $1,934 053 6 7 industrial Revenue From Present Rates $3 060 616 8 Leas Revenue Related Taxas O 55353% 169415 9 Less GCA 610 888 $3 2453 I 982 515 10 Lass $0 00 Gas Cost In Base Rate 610 888 1 0000 0 0000 0 11 Present Base Rate Revenue $908 686 12 13 Proposed Base Rate Revenue $1 934,053 14 Present Base Rate Revenue 908~686 15 Multiplier For Change in Base Rate Revenue $2 13 16 Equals Present T~mes Proposed 17 Rate Multiplier Rate 18 Rate 1 19 First 125 Mci or leas $202 39 2 1 $470 87 20 Over 126 MCI I 580 2 1 3 676 21 22 Rate 2 23 First 600 Mci or lass $905 26 2 1 $2 106 14 24 Over 600 MCI 1 434 2 1 3 3363 25 26 Rate 3 27 First 1250 Mcf or less $1,748 12 2 1 $4 067 10 28 Over 1250 MCI 1374 21 31967 29 69 iULTING SERVICES, INC. 7801 Pencross Ln Tel (972) 726-7218 Dallas, Texas 75248 Fax (972) 726-0212 May 14, 2001 Mr Geoffrey Gay Lloyd, (3ossehnk, Blevms, Baldwin & Townsend, P C 1 t l Congress Avenue, Sane 1800 Austin, Texas 78701 Dear Mr Gay C2 Consulting Services, [nc ("C2"), Bill R McMomes, P E, and Hill Associates~ have completed the evaluation of TXU Gas' ("TXU" or the "Company") Statement of Intent to change natural gas burner tip rates for the resldantlal, commercial, industrial, and transportation customers served within the Nor, hwest Metro/Mid Cities Distribution ' System ~ The follovang discussion provides an overview of the Company's fihng, the - analyses performed and preliminary recommendations wt~ regard to potentml regulatory actmns This report is organlzed to provide an overview of the impact of the combined Consultants' analyses, w~th detailed d~scusslons from each fm'n orgamzed as follows Tab A - Consultants' Summary Reeommendatmns, C2's Recommended AdJustments and Summary Schedules Tab B - Testimony and Exl~blts of Bill R McMomes Tab C - Cost of Eqtuty Analys~s of HIll Associates Th~s study does not conmt'ute an examination of the .~nan¢lal condition of TXU or tis parent company As snob, C2 cannot and does not express any posmon wlth regard to the accuracy or vahdlty of the financial ,nformauon provided by TXU dunng the course ot the analyses Addmonally, fray lack of discussion w~th regard to TXU's regulator~ treatment of investment/costs does not necessarily red,cate acquiescence by C2 ~ Here~n referred to as "Consultants" un[ess otherwise related to specific adjustments recorra'aendsd by each firm. 2 The tihng includes proposed changes In rates ~n forty jurisdictions ("Cities") The schools that were ch~ged ~c public sckoo~ con.act rates d~ng the test ye~ (Ca~ollto~ F~crs Branch ~d Add,son) have been placed by T~ m the eo~e~c~al customer class along ~ ~e schools located m the o~er j~lsdlc~O~ 71 Mr Geoffrey Gay May 14, 2001 Page 2 BACKGROUND On or about February ltl, 2001 TXU flied a Statement of Intent v~th the Crees Due to an error m the tax computataon, TXU "re-filed" its proposed changes on or about April 2, 2001 that mcludes the foltowmg proposed burner tip rates Customer Commodity Charge $ per MCF Residential. (1) TXU Proposed Rates $8 00 $5 9430 Customer First 20 Next 30 Over S0 Charge $ per MCF $ per MCF $ per MCF Commercial' (1) TXU Proposed Rates $14 00 $6 3340 $6 0340 $5 8840 Current Proposed htdustrial. (2) Charge Rate (1) Fast 12$MCF $202 39 $470 87 (1) Over 125 MCF $1 580 $3 676 -- (2) F~sr 600 MCF $905~6 $2106 14 (2) Over 600 MCF $1 434 $3 3360 (3) F~rst 1250 MCF $1748 12 $4067 10 (3) Over 1250 MCF $I 374 $3 197 Current Proposed Industrial Trans Charge Rate Per MMBTU Vanous $1 2551 (1) Current rates for resldentml and eomn~er¢lal vary considerably as r~y of the junsdact~ons had separate rate 6hugs m the past The average mcrease ~s noted below w~th specific increases by lurachc~aon m~ludefl m the f:~ng (2) The,industrial rates have remained unchanged since October 1989 (3) The proposed rate for transportation of natural gas xs a not-to-exceed per IvIMBTU amount plus apphcable taxes TXU proposes an average mcrease to each of the customer classes as follows 3 , Res~denual Rates - 55 0% increase ~ These percentage increases are based on the average for the enttre system and include TXU's proposed mclusmu of total gas costs m the base rates (rather than the Ra~oad Com,~sslon approved $2 7535 per MCF) Vermtaons erast among Clues However only shght vananons exxst for those Clues that were included in the prior Mad extras Dxstn"ounon System fflmg m 1997 Most of the Cltaes w~th a Cost of Service Adlustmant ("COSA') show declines m the rates and many of the C~Ues that have not had a rate increase since 1995 or before show increases that are greater t~.n the proposed average increase 72 Mr Geoffrey May 14, 2001 Page 3 . Commercial Kates - 65 1% · Industrial Rates - 35 4% increase In addition to the proposed changes m the monthly rates, TXU proposes to increase/decrease various service charges and to include an automatuc adjustment for weather normakzat~on4 SUMMARY OF CONSULTANTS~ FI~q)INGS Based on thc analysis of the fihng, subsequent mformanon prowded by the Company, and a cost allocation methodology that more closely assigns costs based on a cost, causal relatmnsh~p, the Comultants conclude the follow~ng 1 The cun'ent annual revenues received from all customers served w~tHm the Citrus are not sufficient m prowdmg a reasonable return on the total investment m the Northwest Metroft~d Citrus Dlsmbutmn System As shown on Schedule 2, curr~nt revenues are defiment by approx~nately $3,640,000 for the total system ~ Th~s compares to the Company's proposed increase for the d~stnbutton system of $75,775,000 2 The current annual revenues received from resldentml customers located within the Cmas are not sufflcmnt to provide the Company vath a reasonable - return on the mvastment requ~red to provtde service to tlns customer class As shown on Schedule 2, the cu~ent rates for rasldentml customers ~enerate revenues that are insufficient by approxnnately $1,343,000 The current ~uuual revenues received from the commercial customers located wlthm the Cities are not sufficient to provide the Company vath a panty return on the mvestmant requtred to provide serwce to ttus customer class As shown on Schedule 2, current revenues from the commercial class should be increased by approx~nately $385,000 ~ The weather norm~l~zauon ad~u~tn~nt ~s currently authorized m most of the .~m-tsdlctlom included m th~ f~hn$ It would continue to allow for ad~uslm~nt to the amount ofMCFs fo~ whtch customers ~te b~lled to reflect nom~l weather patterns Currently, ~d under TXU's proposal, the weather normahzat~on ~d~ustr~nt would be performed vathout the Company lmwn~ to file for a reqUested clmn~e m rotes Z~ts--a~no~mt ~ prior to the deducUon of the proposed decreases m service ch~r~es Includm~ the son. ce charge decre~es the reqmred increase m burner up r~tes for the system ts appro~tely $3,791,000 ~ The total revenue requn:ements proposed by TXU includes en increase of appro~r~toly $~58,417~000 m ~evenue due to "rolling m" the total cost of $~s at test year-end of $~ 0514 per MCF Tlns mcre~e m gas cost ts nom~lly provided for m the C~s Cost ~d~ustment Clau~e The remaining mcrense m other requested m the ~ended fihng C2 also notes tn~ me ~. ........ for the total system do not ~ddress Mr McMomes' recommendaUon that some of the system investment ~nd expemes be ~llocated to use for dehv:ry of backup/standby MCF As of the wntm~ of tb~s ~port, there ts insufficient d~t~ to e~*~te the ~mount of mvestrn~nt ~nd expense tl~t should be deducted f~om the system film~ (md thereby reduce the revenue reqmrements) 73 Mr Geoffrey Gay May 14, 2001 Page 4 4 The current annual revenues received f~om both mdusmal and transport customers located w~thm the Crees are not sufficient to provide the Company wth a panty return on the investment reqmred to prowde services to these customers As shown on Schedule 2, the current revenues from both industrial and transport customers should be increased by approximately $I,910,000 5 The current mmual revenue received from the pubhc schools not included m the commercial class (Ada,son, Farmers Branch and Carrollton) are not sufficient to prowde the Company v~th a panty return on the mvesunent required to prowde servmas to these customers As shown on Schedule 2, the cun-ent revenues from these schools should be increased by approxmaately $2,000 ? 6 The Company's proposed increases/decreases m selected servace charges appear reasonable 7 The proposed weather normahzataon clause appears reasonable with the requ. trement that regular reporting of its use and effectaveness m prowded - A An~ysts of Investment m the Northwest MetroflVhd Ct~es Distribution System Prior to the allocation of investment and expense to each of the customer classes served within the Northwest Metro/Mid Crees Dmtnbutmn System, both C2 and Mr McMomes evaluated the appropriateness of vanous components of TXU's proposed total investment m the system AS shown on Schedule 3, TXU proposes a net ongmal cost of investment m the system of $149,542,457 C2 and Mr McMomes are recommending a net original cost of mvesmaent of $147,760,165, a reducUon of $1,782,292 Tlns summary reduction ts compnsed of two major msues with respect to TXU's proposal 1 As shown on Schedule 3, the first recommended adjustment xs to net plant m serace The first component of ths recommended adjustment ts to dismbut~on plant and is related to a chsallowance of certmn CCNC as completed plant m senaee discussed m Mr McMomes testtmony Based on the filmg, $30,589 of the proposed CCNC for distnbuUon plant had not been placed into serwce at test year-end In Mr MeMomes' opunon, these amounts should not be considered plant m servme, but rather should continue to be evaluated as Construction Work m Progress ("CWIP") Although placed into servace subsequent to the test year-end, the Company has fmled ? Due to the Company's mabdity to provide certain dam vath respect to the schools (e g peak demand), the r:venua reqmren'mnt has been astmmted In thc event th: thcs: schools ar~ moved to thc commercml class, thc total revenue mqture~nts for the syst:m would not b: changed, but the co~mercml class mvanue ovenge would be increased m approx~mstely $386,600 74 Mr Geoffrey Gay May 14, 2001 Page 5 to match any add~honal revenue/expense related to t. ins investment as pray,drag service to customers ~ Thc second component of the adjustment to net plant m scrwce relates to thc CCNC that ts recor~mendcd for inclusion as plant m scrwce In C2's opu~on, dunng the ~st year m wluch the new rates w~ll be m effect, there w~ll be deprecmUon on this addlt~onal amount of investment Ttus depreciation should be reflected as a reduction to the mvestrnent (and as an addltonal operating expense) Because investment is a "snap shot" of a point m tune, only one.half of the adchuonal expense ~s appropriately reflected as an adjustment to investment Tlus provides for an average investment during a year that concludes with a full year's deprecmUon expense ~ The tlurd component of the adjustment to net plant m service relates to TXU's proposed level of meter shop inventory m general plant TXU proposes to include a level of $13,388,430 at the total Company, $2,340,899 when allocated to thc Northwest Metro/M~d Cities Distnbutmn System To begin vath, the Company was unable to pmwde an estimate of the current investment for wluch these meters would serve as replacement 10 To include both the current meters and tlus excessive level of inventory potentially would prowde thc Company with an excessive return on investment In ad&tion, based on mi'ormataon provided by the Company, the level of ineter shop inventory fluctuates substantially from year to year Given tlus fact, and that a more accurate understanchng of the investment for winch these meters are planned replacement ~s not avatlable, it is C2's opinion that a more representative level of meter shop inventory is an average of thc last five-year penod Tlus computation results m meter shop inventory of $4,386,338 When allocated to the Northwest Metre/lVhd Cities Dmmbution System, the meter shop inventory is $756,929 or approxunately $ 85% oft. he total net investment m meters for the system The,recommended adjustment to TXU's proposed level of investment is ($1,573,971) for the D~stnbution System 2 The second adjustment was provided by TXU m response to RFI 2-15 Supplement Due to adjusted computaUons, TXU corrected its proposed materials and supphcs inventory from $484,877 to $321,136, a reduction of $153,741 C2 has incorporated this adjustment See Tab B for a complete dmcusston o/'th~s msue The Company has included the annual deprecmnon expense on its proposed CCI,lC ,0 See response ~o RFI No 2-23 75 Mr Geoffrey Gay May 14, 2001 Page 6 B. Analysis of Operating Income for the Northwest Metro/1Vhd Cities Distribution System As shown on Schedule 4, TXU Is proposing an ad. lusted net opera, t,mg income for the Northwest Metro/IVhd Clttes Distribution System of $9,965,186 Based on C evaluation, the total system adjusted net operatm§ income for the test year should be $9,802,635, or $162,551 less than represented by the Company The chfference is comprised often recommended ad3ustments 1 The first recommended adjustment concerns TXU's proposed inclusion of total gas costs as of the test year end m base rates In prior cases, the cost of gas included m the burner tsp commochty rates has been based on the city gate rate approved by the Rmlroad Comm~smon T~ns rate is adjusted each month via the Gas Cost Ad]astment Clause ("GCA") to take mto account the fluctuatmns m the well head cost of natural gas In this ~lmg, TXU proposes to mclude a base cost of gas of $5 0514 per MCF and h~ annuahzed mst year revenue and gas costs to include tl~s rate In C2's opinion, test year revenue and gas costs should be annuahzed by using the cstabhshed city gate rate of $2 7535 pet MCF, and allow any over/under recovery of gas cost to continue to be taken rotc account m the monthly C-CA~ The nnpact of reducing the gas cost is to reduce ennuahz~d revenue by approxunately $68,400,000, to reduce s~nuahzed gas cost by approxmmtely $~3,400,000, and to reduce revenue related t~xes by approxnnately $3,800,000 ~ 2 The second recommended ati]ustment ~s related to revenue received for the transportation of gas to mdust~al/cornm~rclal transport customers According to Mr McMomes, an adchtmnal $129,298 should be included as "Other Revenue" for a commochty payment concerm~g transported gas Please refer to Tab B for a detatled chsousmon ofthts recommended adjustment $ C2',s recommended adjustment to the lost and unaccounted ~or gas ("LUO') proposed by the Company is comprised of ~vo somewhat offsetting calculations Fn-st, TXU provided a oorrectnon to ~ts proposed calculation m respons~ to R_FI 6-14 Th~s correct,on increased the Company's ongmaiIy proposed LUG by apprommatety $323,600 However, the second component ts to reduce the per MCF gas cost proposed by the Company ($5 0~ 14) to the city gate rate of $2 7535 Tl~s reduces the ' TXU'~ revmed filing actually shows a test year adjusted amount of $11,060,719 This amount does not include TXU's proposed increases m d~prectaUon rates or taxes other than income t~ The net m~pact ofth~ adjustment m to increase opemnng mcom~ before FIT by approximately $2,500,000 These adjustments have been calculated hased on the anunahzatton data included m the filing workpapers Th~ Company has ha~n requested to restate the revenue and gas costs based on the $2 7535 p~r MCF base cost of gas However, as of the writing of ~s report, TXU has not prowded thts m/'ormauon to verify these amounts 76 Mr Geoffrey Gay May 14, 2001 Page 7 ad3ustment by $758,000, for a net recommended decrease of approxnnately $434,400 4 The fourth recommended change to the adjusted net operating raceme concerns the operations and maintenance ("O&M') expenses proposed by the Company TXU proposes O&M expenses for labor and supphes and expense of $21,774,562 C2 recommends O&M for labor and supphes and exp~nse be set at $21,324,104, or a reductmn of $450,458 The adjustment ~s prennsed on Insuffim~nt jusuficatlon for allocating costs from the total dmtnbuUon l~vel rather than actual costs recorded for each of the juns&ctmns included Imuffic~ent justification for mcreasmg O&M costs based on customer growth In prior local d~stnbuUon cases, TXU has reported the "per books" amounts of O&M ba~ed on the operanng statements maintained at e~ther the actual town level or at the chstnbut~on system level (a summaUon of all towns included m a parncular d~stnbuUon system) In the instant filing, TXU begins w~th the "per books" amounts reported on the tra~l balance of the entire TXU Gas D~stnbuUon and apparently allocates to the Northwest Metro/M~d ClUes D~stnbuUon System These amounts are then adjusted for a vanety of total company costs (as allocated to the system level) and for increases/decreases m customers per the annuahzatlon of customers _ In a rewew of all junschct~ora included m the Northwest Metro/Mid Cmos D~$tnbulaon System, C2 noted that the sum of OalVI reported m each of the jurisdictions did not come,de v~th the amounts TX-U reported as "System Alloeatmn Per Books ,a~ Adchtmnally, a revmw of the O~Vl per customers over the last several years chd not show a steady cost per customer to inchoate that such expenses clearly increase v~th an increase m the number of easterners t4 Therefore, C2 recommends that the O&M expense be ad3usted to reflect the actual "per books" reported for each of the junschcuons included m tins fihng Although many of the accounting ad3ustments made by TXU appear reasonable, ~t is not certain as to whether the amounts on whmh the adjustments are based were ever reported at the system level Adch+aonally, Dven the trend m O&M per customer for the last several years, C2 does not behove that TXU has supported ~ts contenUon that O&M should be increased for pro3 coted customer growth 5 The fifth recommended ad3ustm~nt to operating expense is to reduce uncollect~ble accounts by $58,628, Please refer to Mr McMomes under Tab B for a detmled d~scuss~on of tins ad3ustment u h respome to R.FI No 4-03, TXU stated that ~t had not changed ~ts accounting for costs at the system level Therefore, aectunulanon of costs reported at the each of the towns included should be equal to the "per books" for the total d~stnbuUon system l~Iu fa~ for the years 1998 and 1999, the O&M per customer for the junsd~¢tlons muluded m ~s ~I~u~ were szgmficantly elevated over those shov~ m the pnor years Adchuonally, although customers continued to ~row m the test year, the costs per customer dechned 77 M.r Geoffrey Gay May 14, 2001 Page 8 Thelslxth recommended adjustment zs related to taxes other than income TXU is requesting increases m both the ad valorem taxes and state francluse taxes over the test ,year amounts t~ C2 has incorporated the adjustment for ad valorem, but has rewsed the requested increase m state franchise taxes to come,de v~th the Consultants' recommended cap~tahzatmn 7 Due to the recommended adjustment to the labor poruon of OS~vi, C2 recommends that,the payroll taxes be adjusted accordingly As a result, payroll taxes have been reduced by $5,103 8 .As w~th payroll taxes, the revenue related taxes have been adjusted to reflect the downward adjustment to revenue for gas costs As shown on Schedule 4, revenue related taxes for the test year have been reduced by $3,779,915 9 As d~scussed w~th regard to the invested capital, deprecmtmn expense has been reduced to exclude annual depreciauon on those amounts of "completed constructmn not classified" that have not been included as plant m sennee The total recommended adjustment to deprecmUon expense ~s ($954) 10 The resulting recommended changes to net operating income before FIT neeeasanly change the amount of federal income taxes computed for rate-making purposes _ Because the cumulative nnpact of all recommended operaUng income adjustments ~s a decrease to operating income before FIT of $508,321, the income taxes on fins decrease must also be reflected Therefore, federal income taxes, computed at TXU's proposed rate of 35% are decreased by $345,769 as shown on Schedule 4 t6 C Analysis of the Cost of Capital The cost of capital used m estabhshmg natural gas rates typically ~s determined by evaluating the capital structure of the enUty that ~s acqumng the capital and the ongoing costs to that entaty for such capltal Capital st~-uctures typ~cally include some comb~natmn of debt, preferred equtty and common eqmty and may include other components depending on the corporate structures under rewew Analysxs of cost of capxtal, focuses on an assessment of the weighted average costs of these components based on the percentage that a particular component ~s of the total capttal structure tmaes ~ts respective on-going costs (1 e interest rate, eqmt7 return) ts TXU dtd not mclude these increases m ~t~ teat year adjusted amounts, but rather included the requested mcreeses only m the propoaed revenue reqanrements ~ Tlm cen'~utataon follow~ the ta'adt~.onal approach taken an prior d~ambut~on cases winch ayncl~-omzes anterest ~d apphes a 3~% ~ rate In tl~s f:flmg, however, TXU has prowded a ea~,~.ted tax computanon that purppm to reflects adchUonal tax deducUous and adthuous C2 reco,~mends that the C:ues continue to compute F~ an the tradmonal ,~nner untal auch tnne that th~ propoaed calculation can be shown to represent a more accurate approach 78 Mr Geoffi:ey Gay May 14, 2001 Page 9 Because TXU is not an ~nttty that issues tis own debt and equity instruments, there ts not a caplt~l structure per sc for tlus ~laty However, its parent company, TXU Gas Company (formerly known as Enserch), does issue debt and preferred equity instruments that are used to provide capital for the TXU operstaons In adchtlon, TXU Gas Company receives advances and other prod m capital fi:om Texas Ut~htms Company that are recorded as components of TXU Gas Company's overall capital structure ~7 Prior to[the late 1980s, TXU used the actual capital structure of Enserch m determining the cost, of capital for its dnstnbutlon rate filings However, after that tmae, TXU began to employ a hypothetical capital structure based on a composite capital structure fi:om other natural gas chstnbution compamas In the instant filing, TXU is proposing a hypotheincal capital structure that is based on comparisons with natural gas distribution compamas tkrou~hout the country ts addmo~, TXU ~s using these compames' costs as they relate to the debt and preferred eqmty components TXU's proposed cost of common eqmty is based on an analysis conducted by Dr Brace F~rchtld m Dec~nb~r 2000 ~9 TXU proposes the following capital structure and cost of capital % OF cosx _ Debt 45 70% ? 27% 3 ~O% preferred Equity 1 70% 5 79% 10% CommOn Eqmty 51.50% 12 00% - 9 59% 100 00% However, the actual capital structure of TXU Gas Company is mgmficantly chfferent than the above Based on re.formation prowded by TXU, (i e Deco. abet, 2000), the capital structure of TXU Gas Company and related costs are more closely represented as follows WEIGIt'rED % OF Debt ~0 27% 6 87% 2 08% Advances fxom TUC 22 96% 6 61% 1 52% Preferred Equity 8 87% 6 18 55% CommOn Equuty ~ 90% 10 ?5% 8 22% 100 00% - ' m ~ts SEC filings iv TXU does r~.port ~ts actual cap,mi st~-ucture ts C2 notes that the Pu~flroad Cot~m~ss~on approved ~e usc of a h~o~encal cap~ml s~c~e m ~e most rec~ c~ gate case a~ ~e ~st recent a~eal of a d~m~uUon c~e t~ Ke~ome to ~ 2-04 _ ~o ~ A~soc~ate~ prodded ~e cost of co-man ~qu~w PI~ r~fer to Tab C for a dotafled ~s~on of ~ coat 79 Mr Geoffrey Gay May 14, 2001 Page 10 As shown, the hypothetical capital structure does not reflect TX'U Gas Company's new source of capital, ~ts parent TUC 2~ Because TUC advances TXU Gas Company capital at lower costs than the debt or eqmty shown on e~ther the hypothetical or the actual capital, structure, the mapaet of reco~nzmg these advances xs to reduce the overall weighted cost of capital proposed by TXU AdchUonally, by including tlus actual source of capital, the percentage shown as common equity ~s reduced, further lowering the weighted cost of cap~taI Based on the above analys~s, C2, along w~th Hall Associates recommends that the Crees consider a weighted average cost of capital of 8 22% to be apphed to the adjusted test year net original cost of invested eapatal The reanltmg computaUon ts the after tax return that the total Northwest Me~ro/Ivhd C~Ues D~smbuuon SFstem requares m order to pay interest expenses and provide a reasonable return to eqtuty holders D. Analysis of Cost of Service by Customer Class TXU's overall allocaUon methodology ~s prennsed, m large part, on an alloca~.on of mvestmentYcosts that was used m the most recant chsmbut~on system case heard before the Railroad Commission 22 The allocation methodology approved m that case was based on the following _ · An ass~ment of the lowest possible cost per customer necessary to connect a customer ("zero intercept' tort) · An allocation of the remainder of the mvesmaent based on a combma~.on of volume related and peak demand related factors Generally, C2 has taken the approach that there should be no "zero intercept" aas~gnment of cost by customer class, but that a 50/$0 spht between the amount of investment (roa~ns) that Is allocated on the basts of volume and peak day demand (Seaboard methodology) ts reasonable However, m the instant ~hng, C2 recox~ends the following. · Accept TXU's proposed zero intercept computalaon · ALlocate the remainder of the mares on the bas~s of 75/25 volume and peak demand, respecUvely C2 recommends fins weighting due to the fact that TXU has been unable to support ~ts reported peak demand by customer class Please refer to Mr McMornes testnnony m The source of capital f~om TUC m shown as both advmaces fi:om TUC and as common eqtuty TXU Oas Con, any no longe~ ~ssues common stock, but rather TUC Lssues common stock and provades pa~d m capatal tO TXU Gas Company Appeal of TX~f Ga~ Dt~tr~but~on ~om the .~cnon o/the C~ty o/Dallas et al, GUD Nos 9145-91,$8 8O Mr Geoffrey Oay May 14, 2001 Page 11 Tab B for a detmled discussion of the dlfficultaes noted w~th TXU's proposed peak demand,23 As shown on Schedule 2, the following revenue reqmrements result from the use of the mochfied Seaboard method · Res~dentmt $82,078,551 · Coramercml $45,471,793 · Industrial/Transport $6,989,632 · Schools24 $358,045 These revenue requirements assume that each customer class will prowde the same return on its respeetlvely allocated investment az the return recommended for the total system (~ e 8 22%) Based on these revenue reqmrements wath panty returns, the adjusted test year revenues by elazs should be increased as follows · Kesidentml $1,343,409 · Commercml $384,845 , Industnalfrranzpo~t $1,909,781 · Schools $1,776 - E. Analysis of Proposed Automatic Adjustment Clauses In addaUon to the Oas Cost Adjustment ("GCA") clause estabhshed by the Rmkoad Comrmss~on, TXU has requested that the Cmos authonze the Weather Norm~b~,at~on Clause The adjustment clause is designed to smooth out s~grnficant chfferences between actual heating load and autm~pated heating load under normal weather conch~ons (30- year norms) If approved, ~t would be employed dunng the months of October through May (the heating season) and would be sub~ect to vanatmns that exceed fifty percent of the weather norms C2 and lVl. r McMomes recommend that the Cmos/dow the WNA w~th the requarement that TXU provide regular reporting to the Cmos of its use and calculauon F Overall Rate Design TXU ~s proposing to mcreaze the resldenUal and commercial customer chargers m those ~unsdmtmns that have not akeady rinsed them to the level of $8 00 and $14 00, adjusted or the ~ As noted m Mr McMornes tesUmony, the peak demand for the industrial class ~hould be For purposes weighting between volume and peak demand should be ad3usted from the typical 50/50 spht of thts report, C2 ~s chosen to adjust the wetghtmg to 75/25 and allow the peak demand as reported by TXU to remain unch~mged fo~ those schools not currently on the commercml rate have been esn~ated ~' The revenue requttemants such peakbased on the propo~onai peak demanas o~me omer cu~ 81 Mr C~of-h'ey C-ay May 14, 2001 Pa~e 12 res .pect~vely TXU is also proposing to umresse th~ mdustnal sales ratas as well as to estebhsh a not.to-exoeed rote per MMBTU for Wansportat~on ooniract rates In order to det~,,~, the appropriateness of the customer ~h,r~e increase, C2 and Mr McMomes recommend that, at a rn,.,r~,~r~; the Clt~es consider tho fonowmg- Should the revenue stre_~rn to TXU be more stable throughout the year? Should there be an effort to promote more commodity usage through lower oor~,~ochty rates? Should the overall monthly char~s to the customers be less s~ns~ttve to fluomatmn as a result of usa~? Increases m the customer charges neoessanly rediwe the commodity rates m order to aclueve the approved revenue reqturemeni. Therefore, the morease proposed does not mesll addiilonal r~wnue to TXU, but does potentislly r~ult m a different monthly rcveaue strew_m_ ,h~n ourmntly experienced.'~ As of the writing of tt~_~ report, Mr McMomes recommends that tho Crties consider a rest~ntml customer charg~ of $7 00 and a oo~merozal customer oharge of $12 00 Ihs included in Tab B With respeot to the TXIYs proposed ch~nl/e m industrial ~as sales rate destgr~ C2's _ opinion is that the mdusmal rates do appear to requu~ adjustment. However, because C2 oarinot separate the iranspor~aon computatmn from the industrial sales computa~on m the overall ~ost of service, C2 does not have any recommended considered just for the mduatnal rate development. The ~vorall rate design is chscussed m more detail m Mr MdVlomcs testunony and v~ll be updated to reile,~: the/inal de~is~ons made by the C2 greatly appreciates having fins oppo~t~lty to work vath the Cmos served by the Horthwest Metro/Mid Czt~es Distribtmon System. If you have any questmns re~archng the projeot activities, pro, eat analyses and/or th~ prehratnary recor~mendat~ons, please contaot Ms Conme C~-.dy at (972) 726-72115 Very truly yours, C2 Consultini/Seraoes, ho :0 Wi~h ht~h~r mon~lfly cus~om~ oharlt~s, TXU po~ually w',tl re~ve mor~ r~v~ue dunng ~o suro_,u~r mon~s ~n aun'~.ly r~wd and po~ntmlly l~ss dunn~ ~e wirier mon~i~s ~s.n currm~ly recmved The latler Wo~Id b~ dus ~o lov~r commodf~ ra~ dun~ a p~nod h~ wbloh commogi~' usa~ ~ a ~mch latimer complm~ of'~ 82 :SCHEDULE TXU GAS NORTHWEET METRO/MID CITIES DISTRIBUTION 6YOTEM :SUMMARY OF RECOMMENDED REVENUE REQUIREMENT5 TEST YEAR ENDED SEPTEMBER ,10, 2000 CONEULTANT COMPANY' PROPO:SED PROPOSED ADJUSTMENTS RECOMMENDED Curre/It Resident/al Close Revenue 080,735 14.2 (1) SD $D0,72,5 142 Required ReSidential Glass Revenue ~ (1) (43,070.090~ ~ Proposed Incroeee/(Decreese) ~A,4t 4,388 ($43,070,980) $1343Aoe CUrTent Commercl;~l Cl~ Revenue $45.443,21:S (4) ($358.298) $45,08S.946 Required CummM~lcl Class Revenue 76.0~,0.161 (1) ~.577.366T ~.&71.793 (2) Cur~nt Industrlal/Trenoport Revenue ~,900,553 (1) 129~96 $5,079,851 Required indueutcVTrenepmt Revenue ~'1~6.403 (1) ~84.169 6.989.632 Proposed Incmaso/(Decreas,} $1,764,010 $1 ~4,871 6t,D09,701 Currrent Public :School Revenue $~56,268 (3) $0 $350,26*q ReqUired Public School Revenue ~/A ~/A ~35e.0~D Proposed Increase/(Decmase} NJA ~Z/A Sl.770 SCHEflULE 2 TXU (3AS NORTHYTEST METRO/MID {~IT$E~ DIaTR]EUTION SYSTEM CUSTOMER C[.A~S REVENUE REO~JIREMENTS INDU~=TRtAIJ RESIDENTIAl. COMMERCIAL TRANGPoRT ~=CHOOLS TOTAL CparatJng Expenaes (I) 523,160,546 $7,22S,952 $2,111,20'1 $25733 .~32.523 494 UnaccotJntac[ For Gas (2} 405,984 279 059 221,57B 1,753 908.275 Federal Inqome Taxee (3) 2.195,089 't,ln0,955 37S,124 4,910 3 977,579 C=at of Qas (2) ,44,572,669 9o,721 665 2 7'54,975 292.200 78,341,$05 Return on Iriveatmant (9) 7~248~630 3~632,808 1,248r949 14r2'92 12~144~"i12 Subtotal $77,662,917 $42.959,367 $8,714,522 $3:38 229 9127 664 93:3 RavorllJe Related Taxe~ (5} 4~,49~1734 2~512.428 275~I10 191917 $?1305r066 Current Gas $~le~ Revenue~ (4} S"79,7,4~,465 $44 a96,426 $:3,060.916 $358 268 $128,159 797 C4her Revenue (~=) ~ln~?~l' 90~b'29 2,019,235 O 3r098r412 To,at Revenues I $80~7~5~142 S49~98~M6 66~07%B91 -~,'~ S131,~;~?an Rovenuo T~eflclonc.'Y (Surplus J S1,343,409 S394,5M S1,669,791 $I,~'/e S3,a3g,:3'12 Other Revenue Inara..e (S) {137'r939) (.t2~627'1 (2261 q160,700) Gao Sales Rate Dofl,~laney (Gui'plus) j $1~481~44 S39'/~47:3 ~lvOt0r000 S1~778 63~790~61"2 84 SCHEDULE TXU NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM TEST YEAR ENDED SEPTEMBER 30, ='000 ORICINAL COST OF INVESTED CAPITAL COMPANY CON~aULTANT PROPOBED CONSULTANT RECCMMENDED CAPITAL (1) ADJUSTMENT8 CAPITAL Plant in 8ervlee. Net Dlalnb~.~n Plant $164.~48,144 (;44,481) (1) 3184,~04,683 Nat General Plant g~820~218 (1~574~0el,) (2) 0~048~127 Nat Plant In Service Other Rata Ba~e Item-,. R~ulam~y A~SaI 2.078,997 0 2.078,987 Retirement Work h~ Progress 0 0 Working Capital Cash Woddng Capital (7,355,12g) 0 C7,365,129) Materials and Supplies 484.BTT (103,741) (3) ~2t,1~6 Prepayment~ 717,802 0 717,0~. Customer Dapoait~ (3,018.273) 0 (3.610,273) Cuatomer Aclvancoe far C=natructian (1,Sla,108) 0 (1,$18,108) _ Injuries ~nd Damagax Reearve (223,007) 0 (223,007) Untastored Inveetmant Tax Cmdlt~ (2,084,364) (2,084,364) Mainline In~ Mater and Rag AdJ (36,365) O AccumulaLed Deferred Fed. In= Taxes (13~463T225) 0 (13~483r225) Nat Original Goat of Inva~ted (=aplml $140,~42.417 ($1,133.2'J2) $147,750.¶6~s (1)c~uiat~d ~m Rat~ ~ ;=~oka~ ami MGM S~lb~ 1 (2)¢a~ tram R~te ~ ~ and Re~mma~ I= RF[ 2-23 (3)~ 'to ~t 2-1 a 85 SCHEDULE TXU CAE NORTHEAST METRO DISTRIBUTION sYSTEM CONSULTANT RECOMMENDED TEE? YEAR ADJUETED OPERATII4G ~NCOME COMPANY CONSUL,TAN? COMSULTANT ADJUSTED RECOMMENDED AOJUSTED TE~T YEAR (1) ADJUSTMENT8 TEST YEAR operating Revenues ResldentJel $120,223,704 (s40,4,7-/,219) (2) $79,746,485 Commemtal 72,S36,866 (27,939,426} (2) S~A,996,428 Induatrla[ 3,060,616 PubLic A,~thoflty Total Gee Eniac Revenue $1M,675,443 ($S8~,16,647) $13S,159,797 6ewl~J Cha~e Revenue 1,080,812 0 S1 0B0 812 Transportation Revenue 17688~303, 129~9q. TotallOperatlng Revenue $t96,646,668 ($6a,217,349) $131,268,2t0 Ope~EflG Expenses Reeldentfal 81.662,752 (37.290 086} (2) 44.,572 655 Ccmmst;lal 54~,716,371 (25,994~700) (2} 30,721,s95 Industrtel 2,TSS,0SS (116} (2} 2754075 Public Autho~¥ 0 202.200 (2) 292 200 Unaccounted For Gas 1 342,~130 (434,356} (4) 90B 275 Other O&M Expenses O&M Labor 7,417,204 (65,002} (0) 7,362,~12 O&M Euppiles end Expenses 14,357,356 (366~366} (5) 13 671,692 Uncolleut[ble Accoun~ 304 672 (5S,626} (6} 246 044 Taxes Ottmr Then Income Texee Property Related 2,266,005 (55,s16} (7) 2,212,095 Payroi[ Reistecl 561,570 (5,1o3) (5) 57666'7 Revenue Relsted 11,045462 (3,776,516} (9) 7,26564.7 Provltdcn for Depredation 7,901,643 (954) (10) 7,0;)0,659 interest off Customer Deposits 219,134 0 215,13~, Interest on Customer Aclvanoea 45~891 0_ 48~831 To~_I operating Expenses Before Federal Income Taxes $1H~517~520 (6G7f'776~028) $1t5~036~T62 Net Operating Income Federst InGome T~xea $12,727,73a ($606,321) S1~2t6,4~3 Federal income Taxes 2~752~552 (3,45T769) (11) 2~416~753 ,. NET OPERATING INCOME $5,569,t65 (S162,561) S5,802,635 86 SCI.IEOULE 5 TXU GAS NORTHWE$? METRO/MID CITIES DISTRIBUTION SYSTEM CONSULTANT RECOMMENDED COST OF CAPITAL (1) (1) CONSULTANT CONSULTANT TXU PROPOSED TXU pFIDPOSED pI~OPOaiED PROPOSED CAPITAL, COST OF CAPITAL COST OF STRUCTURE CAPITAL STRUCTURE CAPITAL DeW 46 70% 3 40% 30 27% 2 06% Preferred Stock Advances from Parani 0 00% 0 00% 22 ~6% I 52% C~rnmon Equdy(3) 01 60% a 19% 37 90% 4 07% 100 00% B 69% 100 00% a 22% Weighted Cost of Capital 9 69% 8.22% 8'7 SCHEDULE 8 NORTHWEST METRO/MIS CITIES DISTRIBUTION SYSTEM INVESTED CAPITAL AND AG,JUSTED VALUE MATE BASE TEST yEAR ENDED SEPTEMSER 30, 2000 (2) TOTAL (2) (2) INDUSTR&AU SYSTEM RESIDENTAL COMMERCIAL TRANSPORT SCHOOLS Net O;Igiflal C~! ;ff Plant in Eervlaa D,strib~on Plnn'L Me(em $1:3 109,532 $7 590,791 95,14q,724 $364,486 House Ragutastor n~cl Instat~ Mats 3,264 03t 1,696,959 1,280 882 90 750 2 E28 9B~t~:s 43 825,397 26 646,680 16 819 490 328,882 34,528 Cu~omer A.~gflmemt 31,325,949 26,541,641 2,719,206 80 487 5,362 CommodRy NIo~t~ons 6:3,776,92D 24,027,177 19 580,913 13 Total Maine $103,028,072 $63,521,041 $24,483,702 $15 3M,548 $'136 790 Tot~[ Dtstribution Plant $t64,904,683 1100,174,960 r~l~,ln~8 $.19,42'J,022 $196,723 General Plaflt 8T04~[127 418971781 %3,48A11 80%224 9[111 Total Plant Iff n~lan 817;t.960,911 $105,062,431 $60,470,299 SI?,2Z2,246 $1951834 WotldnO Cap,tel (733 411) (8 340) Cass Working Cap,tel (7,385,129) {4 474 08~t} (2,148,283) Unamortized Ra~as Cm Exp 0 O 0 0 O. -- Total Addibnna (94,247,304) ($2 580,1'10) ($1,238 443) (~422 542) (54 809) Customer Dep~Mte and Customer Advannee ($5,136,381) (54 706,428} ($429,555) S0 Mainline Meterland Rag Ad) ($36 368) $0 60 (S38 365) (2,094,364) { 1,266,156} (806,257) (207,589) (2380) Total anginal Coast Invented CaFdtsl $147 790 '&ets S98 155 731 $44 198 744 $15 192,521 S173 188 Total Rate Base Aa Afio=at~d [ 1147T760~166 $88tt861731 $,&4,TIGBT744 $19:192~821 6173~t66,J 88 B,-"HE~I'JLE NORTH~$T METRO/MID C~E~ DIST~B~ON OPE~N~ ~PEN~E~ ~C~UOING G~ COST ~D R~UE T~E5 ~8T Y~R ~DED SEPTEMBER 30, 2000 (~) (2) TOTA~ (2) ~) INDUST~ (2) SYSTEM ~81DE~L ~MMERC~ T~BPO~ SCHOOLS Dl~b~on Suppli~ & ~s 3~0t,e02 1 ,~,~ e~aa 318,~12 3,~ Custo~r ~, ~fo & ~r 3~60,547 2,050,752 30G,317 2,g1~ Supplies & ~n~ 3~2~SBB 3~151 706 327~ ~ 3~11~ Bubto~l ~bor ~,1~0,~3 S63B6,GO~ $1~Z,742 ~7,~6 $4,920 5uppl~ & ~es 6,~t00 6,006,5~ ~,261,~5 321,030 4,212 ~mlnb~ve and GenBMI ~r ~31,~9 $172,204 ~,590 S12,5~ S180 Suppl~ & ~nm~ 7~87,802 5,~56,828 1,375,380 351,002 Con~o~ O 0 O 0 0 Un.liable ~ounm 2~ ~5 ~ 2OTto o 0 Total ~h~r O~m~ng ~pen~a $7,765~9~ S~,g~,480 Sl ~2,~7 $363,~gG Summ~ of O~dng ~bor ~,3~,112 S5,~7,810 Sl ,479,333 ~66,8e0 SS,DSO Supples & ~pen~s 13,9?1,B02 10,653,411 2,~6,B4S ~,9~ ~er ~ans# 2~ O~ ~5~6 2O~S~ 0 0 -- TG~( O&M ~n&aa ~21,~0,1~ S16,~e,670 ~13G,T74 S1,072,B21 S13,B83 Pro.on for Depre~adon S7,~0,569 ~ 769 431 S2,305,570 S78B 742 Inte~ on C~mer Dopo~ 215,1~ 197,126 18,008 0 O In~m~ on Cu~mer ~anoee 4B,831 44,743 4,068 0 0 Pm~ Rela~ T~ea 2~12,~65 1,~3 781 645,531 ~0 276 2 505 Payroll Rela~d Tins 676~7 42B~797 1167012 31 ~0 308 To~I OperaUng ~ ~ludlng Gas ~ a~ Re.flue Rela~ 1 ~2,~23,~4 ~3,160,548 57,~5,982 ~,111~01 Re.hue Raqql~nt Far ~pena. ~=ludlng ~st and Rev Taxes ~ ~?~?~4~ S~lSO~ ~7~22Sts82 S~111~201 S2S~733 SOURCES 89 SCHEDULE R NORTHWEST METROII~ID CITIES DISTRIBUTION SYSTEM CAL.CULATION OF FEDERAL INCOME TAXES BY CUSTOMER CLASS TEST YEAR ENDED SEPTEMBER 3n, 2000 TOTAL. INDUSTR~d-/ SYSTEM RESIDENTIAL COMMERCIAL TRANSPORT SCHOO{.S Invl~ Capital Det;t 30 27% $44,729,315 $25,698,23g 5~3,:375 652 $4 559 014 $52.421 Prefa~'acl Stock 8 87% 13,10z3,142 ?,B19,270 3,918,575 1 ~4'q,941 t$,353 Ac~Qm~ from Parent 22.96~ 33,930,549 20,252,514 10,149,472 3 488,~08 39,755 Total Invoata~ C~pltJiJ (2) $147,?M,165 $M,t91,731 $44,10~,74,'~ $15,192,~21 $171,f68 Rs~Jrn l~ClUlremsnt i~ $f,3'J4,324 i:3 172,0:37 Sl 585,847 S54S,412 SE 228 Tot~ R~turn Requimmant $1211441112 STr;~t130 $3r632T508 51~2481&43 1141232 Fad.~rld tn=omo TaJma I $3reTTrb'T8 62115OT0~0 SI Tt(X~tOB~i S378T124 $4r310 J TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES FILED February 16,2001 fIVE DATE: March 23, 2001 SUSPENDED TO: June 21, 2001 JUNE 2001 C2 CONSULTANTS BILL R. MCM01111W~S, P.E. 91 TABLE OE CONTENTS Page Executive summary ................................................................ Begmnmg ]Purpose of Testm~ony ............................................. Explanation and g~xh~bits: Construction Work in ]Progress Exhibit 1, Pages 1 & 2 Transportation?industrial Customers M-5 to M-7 Calculation of Peak Demand for Transportation/Iadustml M-8 to M-10 Exhibit 2 M-11 Depreciation Expense M-12 Uncollectible Expense M=13 to M-14 Exhibit 3 -- Donations M~I6 Exhibit 4 M-17 Rate Design M=18 to M-19 ~xhlbits 5, pages 1, 2, 3, 4,5, & 6 Miscellaneous Comparison of Expenses Per Customer A-I ]Peak Day Comparison A-2 Vital Stat~tic~ Most Recent Approved Rates by Citaes A-4 Monthly C~ty Gate Rate A-5 Qualifications - Bill R. McMorrles, P.E. B TabIBcon. mem 92 BILL R. MCMORRIES~ P.E. 93 EXECUTIVE SUMM.4~Y Bdl P.. MclVIornes, 1 Fdmg- T~ G~ D~nbuflon filed on Feb~a~ 16, 2~1 to mc~ ~nu~ revenue m the ~0~h~ ~e~o~d C~ D~trsbutlon Sy~em by $10,ZS6,8~ or ~.~%. ~e Cl~es iwho suspend~ rat~ for ~0 days ~om ~e ~fec~ve date wo~d hawe un~ J~e 2~1 to ~dy ~d t~e a~on on thru requ~ ~ April 2, 2~1, ~ ~ed ~s~ pages to co~ a major ~or m i~ o~n~ fi~g ~e r~sed ~mg reduc~ ~e~r requited in~ease to $7~8~98 or 3 69%. ~ere ~e 4~ sep~a~ ~ ~d s~en~ m~uded in this fihng. ~e date of approv~ for ~e ~mg ra~ (i~ rate case or adju~me~t) ~e sho~ by ~ ~d s~ment under App~d~ A~ and va~ from 10, 1982 for Ro~oke to May ~0, 1~9 for M~field 2 ~. ~commend rmovM of ~0~0 from Pl~t m Se~c~ because the co~on proje~ ~la~ng to th~ co~ w~e not y~ complet~ ~d plaid into sauce un~l a~r · e e~d of~e t~ ye~. Ad.ag oMy ~e ~m~t to ~e rate b~e on thee n~ customer proje~ c~at~ a mismat~ b~n in~ent, ~ens~, m~ ~enu~ Comply fMl~ to prov~ ~e ne~ to m~ude the co~ for uncompl~d proje~ ~ nec~S~ for ~ ~t~. 3 Indu~a~du~ Cu~ome~ ~ propos~ r~o~ng ~37,~I of r~ue for Ba~up ~d S~dby f~ ~ause of ~e ~lroad Comm~sslom ruhng i~ G~ 8976 It would appe~ ~at f~n~ ~ ~qm~ ~at sm~ the r~ue m to be ~d~d to ~ ~SP's ~o~a~on co~ of sauce ~en the co~ of se~ for ~ese cu~omer be aBocq~d away from ~ D~ufio~ IfLSP is to g~ ~e r~ue then LSP n~ to be ~sgned ~e ~em~ 4 Pe~ Dem~d CM~,d*~ons for Indu~ffr~soo~on Cu~ome~ We ~omm~d - that fii~er ~e dmi~ p~ for ~ cu~me~ to be a mimmum of 87,~1 M~ ~ day m heu of ~e Comp~y's ~cula~ons of ~4~7~M~ or the demand component of the S~bo~d ~iocafion Me,od ~ reduc~ maten~ly ~ f~ed to ~e iU normM meth5d ~ d~ning ~ ~mated ~ for ~e Industcyffr~po~a~on ~. Deu~ ~e comply proposm incense m dep~da~n ~nsm of ~9 (~om ~,798~ to $7~1,~3, S~edule ~). ~fle ~ls ~e~ m denr~a~on ~p~e ~s unw~r~te~ the T~ Rmlroad Comm~slon h~ ~c~y ~, ~ ~omm~d dss~prov~ ~. Recomm~d ~ adjusment downw~d of ~,6~ to co~pond ~th ~efi~c~ bad debt loss. 7 ~~e Comply h~ reque~ed ~ a ve~ sm~l ~ount of donaUom ($1,765) ~ indud~ ~ the co~ ofs~ ~e CIU hm a ~o*ce wh~ to include donmons S ~ ~e month~ Custom~ ~ce Ch~ges v~ wea~ by ~er~e (~m~c) of~e R~den~ ~d Commer~ Cu~omer Ch~ge ~ ~U~at~ at ~.77 md $10.79 p~ mon~ r~pe~. We ~commend ~e c~omer s~ce cha~ be ~bhsh~ at not more th~ $7 ~d S12.~ for R~ldena~ ~d Commer~M ~pec~. 9 ~ Und~ App~d~ A ~e ~e following informa~on data: ~o~mon of~s~ P~ Customer, Pe~ Day Comp~sson, ~tM S~fi~cs on usage by d~s ~d number of ~stom~, ~t~ by Cm~ of mo~ re~t rate c~ & g~ co~ (gate ra~) ~ monks. 10. W~ather ~orm~izauon Adlus~ent ~aus~ we have no obje~on (at th~s ~me) to use ~ ]tl~s intended to be r~enue neut.. ~cSum ~m 94 Bdl R. McMorne~, P.E Gas Rate Consultant PURPOSE OF TEST/MONY Q What is the purpose ofyour testimony? A The purpose of this testimony is to present recommendations to officials and staffs of the Cities m the Northwest Metro/Mid-Cities D~stnbution System of TXU Gas D~stnbution in regard to Construction Work m Progress included as Plant m Serwce, calculation for peak demand oflndastrles and Transportation Customers, Depreciation Expense, Uncollectible Expenses, Donatsons, and Rate Design. Q Would yon describe the nature and scope of work performed by you in these proceeding? A We were retained by the Northwest Metro/Mad-Cities to review, evaluate, and to prepare recommendations in regard to TXU's ~ing and supporting data, and to asmst the C~ty staffs in malong recommendations to the City Couneds tn the matter of a request to increase rates to these Cities. Q Have you prepared any exh~its supporting your recommendations? A Yes. McM Exhibits 1 through 4 were prepared by me or under my supervision. Page 95 Bdl R. McMornez, P.E Gas Rate Consultant Construction Work in Progress Q OD Mc.M Exhibit 1, page 1, please explain why you recommend an adjustment downward of $30,580 to the Company's Net Plant. A An adjustment Is recommended because the Company has reclassified some cNArlp projects as Plant m Service even though the projects were either projects that added new services or projects st~H not complete at end of the Test Year. GURA requires uncompleted CWIP projects to be omstted from the rate base unless ~t is necessary to malntmn the financial integrity of the company The Company has offered no reasonable proof that it rs necessary to include CAVIP m the rate base ~n order to mamtmn financial integrity of the Company. If the Company can show that certain proJects were completed and placed into service before the end of the test year, these proJects might be considered as plant in service. Fairness requires a corresponding adjustment for added revenue and expenses so a mismatch between rate base, revenue, and expenses does not occur. The Company has faded to identify and quantify the expected revenue and expenses from these added customers. In response to RFI 3-29, Attachment 2, the Company shows that $30,580 of CWIP was completed and placed m service after the test year. See McM Exhibit 1, page 2 for a list of these proJects. Also all of these add ADDTO rtwrn Page M-2 96 l~ill R. McMornes, P E Ga~ Rate Consultant - McM Exhibit 1 Page I TXU GAS DISTRIBUTION Northwest Metro/Mid Cities Distribution System TYE 9/30/00 RATE BASE Adjust- Company ments Consultant Ongmal Coet $ $ Net Plant 11 174,569,362 -30,580 =/ 174,538,782 Construction Work In Progress 0 ~/ 0 O Retirement Work in Progress 0 0 0 Working Capital: Working Cash Allowance -6,205,161 0 -6,206,161 Poly J-Safety Compliance 2,078,997 0 3/ 2,078,997 - Customer Deposits & Advances -5,136,381 -5,136,381 Injury and Damage Reserve -223,007 -223,007 Ind. Mainline Mtr& Reg Adjust .37,846 0 -37,846 Deferred Income Tax -15,547,589 -15,547,589 TOTAL INVESTED CAPITAL 149,498,375 -30,580 149,467,795 Source~ghedule K. f , page ,l of 3 f/f.fA & MgM Exhibit 1, p.2 2/M=M Exhibit f, 97 Page M-3 Bdl 1L McMornes, P.E. Gas Rate Consultant - Mc~ Exhibit 1 TXU GAS DISTRIBUTION Northwest Metro/IVied C~ties D~stnbut~on System TYE September 30, 2000 D~SA~LLOWED CONSTRUCTION WORK lin I'ROGRESS TOTAL SYSTEM Completion ER N~mber D~te Amount DISTRIBUTION: Uncompleted st end of Test Year Also projects ident~fled as adding customers or increasing volumes 1216367G Not Complete at e~d of Te~t Year 1227670~ Not Complete at end of Test Year 1246022G ~ot Complete at end of Test Year 1234642G Not Complete at e~d of Test Year 161 ll?S?33G NOt Complete at end of Test Year 3'1,183 -- 122406~G NOt Complete at end of Test Year 1235493G NOt Complete at md of Test Year ~,.~* 12390S2G Not Complete at end of Test Year 1241284G Not Complete at end of Test Year 12~34G NOt Complete at end of Test Year 11~8~93G Not Complete at md of Test Year 1209416G NOt Complete at end of Test Year 604 ~2.~0168G Not Complete at end of Test Year 317 £/ 1268883G Not Comulote at end of Test Year (1.072~ £/ Total C'~V~-Total System $30,~8~ Summary: Disallowed all CA~P claimed -- $ Pl~ di~nllo~, balance to l'lant in Serwce -- 30~80 Disallowed CWI~, Plant in Serwce -- $ 30,~80 Source:l workpapers 7/.~'~ C~oa~rs J~es~onse $-~ 2#~t ~ Stn~e ~oughts are nc~ included m ~he $915,79~ of 98 Page ~ Ball R. McMorrms, P E Gas Rate Consultant TltANSPORTATION & INDUSTRIAL CUSTOMERS Q Is ~N~U requesting the citi~ determine the rates to be charged the Transportation and Indastnal Customers? A Yes, in the Statement of Intent filed in this case TXU has requested tariffs be established for Industrial Sales 01ate Schedule 410:3) and for Industrial Transportation CRate Schedule 4104). Q What are the increases proposed by TXU for the Industrial Customers? A A.42.99% increase Is proposed for thelndastnal Sales customers. The revenue under ex~sting rates ~s 5~3,060,617 whde the proposed new rates would prowde $4.376,237 per year. (Schedule L-2, page 7) A 26.93% increase is proposed for the Industnul Transportation customers. The revenue under existing rates is $1,888,303 (Schedule L-2, page 10) while the proposed new rates would prowde $2,396,739 per year. (Schedule L-2, page 9 & Schedule L-4, page 7). Schedule L-4, page 7 of 7 shows the proposed new rates for Transportation customers as follows: 14 Industrial Transportation customers ~ $0.41 to $1.27 per MCI 1 ~ieetric Generation Customer (~ $0 02 per MCF - $ Commercial Transportation customers (~ $0 37 to $0,64 per MCF All the revenue generated from the rates above ~s proposed to be credited to this D~stnbution System except the 14 Industrial Transportation customers revenue is d~wded S0% to this Distributmn System and 50% to Transmission System. Q To what system does TXU propose the increase in the margin for the Industrial Sales accrue? A In Tariff 4103, it states" 100% of the mcrease in industrial margin is to accrue to the benefit of TX'U Gas Distribution'. Q What is the existing and proposed margin m the Industrml sales rate? A Existing Rate Schedule 48-N and proposed rates prowde margins as follows: CRate less $1.00 for gas): ~ ! ~lsimg- $0 $8 per MCF over 12:5 IvlCF (S202 39 rmmmum) PrOl~sed $2 '/41 I~r MC~' over 12:5 MCF ($4'/9 21) Rate 2 F_mmng- $0 434 tm' MCF over 600 MCF ($90:5 26 PrOl~sed $2 39:5 per MCF over 600 MCF ($2,143 43 t~te3 F~slmg-$0374/m'MCFoverl,2~OMCF($1,74g 12rmmmum) Proposed $2 2:53 p~r MCF ov~ 1,250 MCF ($4,139 10) .Page M-5 99 Bill IL McMomes, P.E. Gas R~te Consultant Q To what system does TXU propose the increase ~n the transportation fees accrue? A In Tariff4104, ~t states "100% of the increase in transportation fees incurred to move the gas from the c~ty gate to the customer's facihty ~s to accrue to the benefit of TXU Gas Dtstnbutton'. Q How does TXU propose the revenues from standby and backup fees be credited? A The Standby and Backup fees are not included tn this Dtstrthut~on System revenues. Schedule L-4~ page ? of? shows the revenue at proposed rates at $2~396,739 and there are no standby or backup fees included On T2~'-LT's workpapers WP/L=I.I/1 (page 196) adjustment to test years expenses are shown ns follows: 11 Adjust Re~n~ to reflect l~llmm.~llon of ~lldllfflnal/J~ec~l¢ C-~raon Baclcup Fe~ ($30,I~0) 12 Ad. luSt Othe~ C~s Revenue to reflect ehrmn~hOn of Backup/Stupefy Fees ($537,401) In TXU's respouse to Questton 1-02a of C]t]e~ RFI Set No. 1, TX-LT states 'Backup re= aud smuc~y.~ were remowl from tins ~,nS because ~ a~ to a part of lhe '¥XU Gas D~n'bu~on rl~nm~l~m Cost of Serwc¢ proceechng Q How do you recommend these backup and standby fees be handled? A According to Response to/-03, the backup fees are for serwce that ~ull no lenler be offered so/t appears the Generation backup fees of $30,150 should be removed The Backup/Standby fees of $-~37,401 are que~onable. TXU contends that these fees were removed to comply w/th The Texas Railroad Commlsmon's order in GUD 89?6. The Final Order m that case (m Finding of Fact 100 & 101) st~puinted 100 ~'~e stand-by ser~c~ revenues are not atr~butable to ~ Gas-Dtst~'butio~ 101 Stand-by set.ce revenue of $£, ~81.~11 should be credated ~o 27/IU L?P's transportation cost of se~oe as other revenue It would appen~ that dtbe stand-by settee revenues are not attr~utable to the Ihstribotinn System that must pro~ude that ser~ee when called upon, then neither should the expenses to serve be attributable to the Dlst~'but~en System. Since TXU has failed to prove (response ~-03a) that gas, when required, would not flow through the D~stHbut~on System, then ~t has also fmled to ~ashfy why some investment and operating expenses should not be allocated away from the other customers that use the system It appears th~s ~s a instant where one system (LSP) gets the revenue and another system (Northwest Metro/l~d Crees) gets the expenses. The lo&feet benefit (cre&t TXU~s LSP's transportation cost of serwce) to th~s Distribution System ~s dduted to such an extent that renders such method as ~neqmtable~ 100 Bdl IL McMornes, P E Gas Rate Consultant S~nce the company has failed to justify this revenue removal, have failed so far to demonstrate that th~s Dtstr~bution System would not be revolved in transpomng gas to these customers, and has failed to demonstrate the fairness ofth~s concept, then some allocation of expenses and rate base needs to be assigned LSP transportation cost of servace Q Are there any other revenues relating to Transportation customers that needs to be adjusted? A Yes, In addition to fees charged for transportation, TXU requires a commodity payment of generally 1 to 1.5% of the gas transported. In response to Cities RFI Set No. 3, Ques~on 3-78 this was identified ns a credited amount of $129,298 (39,327 MCF ~ $3.2878 per MCF) which was credited to Account 8050800, retentson d~stnbution credit. This should be included as Other Revenue. Tran~oortatton n~vm Page .M- 7 101 BH! R. McMorries, P E. Gas Rate Consultant CALCULATION OF PEAK DEMAND FOR INDUSTRY AND TRANSPORTATION CUSTOMERS Q Please explmn the purpose of MoM Exhibit 2. A This exhibit shows the calcalat~on by the Company and also our recommendation of the peak demand expected for the Industrial and Transportation Customers. Q What is the amount of the design peak you recommend in this case? A We recommend a design peak of $7,081 MCF per day be assigned to the Industrial and Transportation Customers. - Q Why are the design pe~ks necessary? A. It is necessary to determine the re~afive peak demand of each customer class to assist m the determination of class cost. Allocatmas and assignment of cost are required in this case since the industrml and transportation rates are not a part of the rates to be determined m th~s case. Therefore there needs to be a fair method of estimating the cost to be assigned to the various glasses. Allocations are not an e~ct science but are based upon judgements as to what method would be fair to assign cost. The Company has no lead studms to assist in th~s endeavor or to support their theory of allocations. Also the Company does not have measured peaks for its customers so some form of Page M..8 102 Bill R. McMornes, P.E Gas l~te Consultant estimntmg must be employed to calculate these peaks. Q Explain why your recommended peak design for Industrial and Trar~sportatqon customer~ are 87,081 MCF per day wh~le the Company only shows a recommended peak of 54,375 MCF per day. A Look at McM Exhibit 2. In response to RY[ set no. 5-14 the Company presents its calculation of the estimated peak day for Industrial/Transportation. Thew calculation were as follows: Baso Load was soloctzd a~ the month of August 2000 The usage *h~ month was re, ported as 591,396 MCF (excludm.~ Denton Power Plant) $o for the month of August the average dady use was 19,077 MCF Based upon a FIeatnng Factor of 111 3 the Company e~mx~d ~ pr~k day ox 24,641MCF To tim pask number tho Company added th~ peak day measured at tho Denton Power Plant of29,732 MCF ~ September 20, 2000 So the Company assume~ ~ peak ~ peak day of all oi~er Indasmal/Transp~ Customels = 24,641 A~aal ~eak day ofli~ Dealon Power Plant on 9/20/00 = 29.732 - Total of Company's estunated Peak Day m MCI/Day = 54,3?3 The method used in th~s ease by the Company is not the nonnul method the Company uses m determining peak day for Industrial/Transport. Normally the Company calculates each mthviduul customer's contnbutmn to peak and then sum the mdreidual peaks. In it response the Company said (3-14) that due to the large number of Industrial/Transportation in this distribution system It did not calculate the individual peak for each customer. In response 2-37 there appears of hat of some 275 Industrial/Transportation customers. In request 5.14, we asked for the raw inf0rmatmn so that we could make these individual peak caiculahons but the Company failed to prowde such data. Therefore we recommend either: a. The peak day demand percentage (50%) be lowered in the Seaboard Allocation Method and the Volume Component be increased or b. An estimation of the peak day determined if each individual customers peak was calculated. Pa~e M-9 103 BHi 12. McMornes, P E Gas Rate Consultant If "b' above is utilized then we would recommend the following as the peak day for the Industri~al/Transportation Customers: Total flnnual Usage for Test Year for th~so ~ust~aets 6,949,734 MCF Ave~ago Daffy Usag~ 19,040 MCF Use Load Factor m the Cth,~t I-Ifil Country Case 33 2% $o pe..ak Day ~s ~stm, o~,t at 57,349 MCI: for all except the De,ton Power Plant Add the De~Wn Power Plant's measured leak 29,732 Estu-na.~l P~ak Day tor Industnal/Transportaaon gT,0gl MCF/Day See MoM Exh'mt 2 .P~ak. da~ nwm .Page M-10 104 Bill R. McMornes, P E Gas Rate Consultant Mc.M E. xhlbit 2 ESTIMATION OF PEAK DAY NORTHVVEST METRO/MID CITIES DISTRIBUTION SYSTEM TXU's METHOD OF ESTIMATING PEAK DAY- INDUSTEIAL.ri'RANSPORTATION CUSTOMERS est Monthly Average Ava Dally ear Usage [)ays Da~ly use Months with Zero HDD Usage Oct-99 564~98 31 18,219 May-00 557075 31 179,,u Nov-99 511104 30 17,037 Jun-00 559147 3,0 18658 Dec-99 711250 31 22,944 Jul-00 512589 31 18535 Jan-00 64tl 39 31 20,682 Aug-00 591396 31 19077 Feb-00 661352 28 23,620 Mar-00 63023,4 31 20,330 Base Load* 1 9,077 MCF/Day Apr-00 50971 3 30 16,990 Heating Factor 111 3 May-00 557075 31 17,970 Design Day Demand 24,641 MCF/Day Jun-00 559147 30 18,638 Plus Denton PP Peak 29,732 Jul-00 512589 31 16,535 Total 54,373 MCF/Day Aug-00 591396 31 19,077 Sap-00 499937 30 16665 *Excluding Denton Power Plant 66497:~1. 365 19040387 Design Day 24,641 365 6949734 8993985 0 772710812 Load Factor CONSULTANT'S ESTIMATION OF PEAK DAY USING THE HILL COUNTRY LOAD FACTOR Average Day* 19,040 MCF Load Factor 33 20% Peak Estimated 57,349 MCF/Day Plus Denton Power P 29,732 MCF/Da~/ Total Peak Day 87,081 MCF/Day Re~ponee 3-14 Peekdayf nwrn Page M-I 1 105 Bdl R. McMorries, P.E. Gns Rate Consultant DEPRECIATION EXPENSE Q ffnve you reviewed the Company's proposed change m depreciation rates and proposed depreciation expense? A Yes. Q Please explain the change m depreciation rate and expenses. A TX-U proposes to use the Equal Lsfe Group (ELG) method of depreciation for its propemes. TXU proposes n increase in deprecmtion expenses of $1,102,739 (from $6,798,904 to $7,901,643, Schedule D-4). These new proposed rates of depreciation are based upon n study at December 31, 1999 that the Company obtmned. Q Has the Radroad Commission approved the ELG method for deprecintmn on any of TXU's Distnbntmn Systems? A Yes, the Equal Life Group (ELG) method of deprecmtmn was approved by the Texas Railroad Commission m the recent Dallas City Case (GUD Nos. 914~-9148 in November of 2000). Q Is TXU proposing the same survivor curves, lrees, a~d salvage values approved in this City of Dallas ease? A Yes, The proposed new rotes in this ease are based on ~ELG method with the same Iowa Survr~or Curves, lives, and salvage values approved by the Railroad Commission in the Dallas case. Are you recommending approval of TXU's proposed new depreciation rates? A While this increase m deprecmtion expense seems unwarranted, the Texas Railroad Commission has already approved such rates. We are hesitant, un~ there is further study, to recommend that tim increase not be allowed. The examiner for the Railroad Commission recommended that the Average Life Group (ALG) method be used In the Dallas case and that would have materially decreased the rates for depreciation but the Commission over ruled its own examiner on this mane. Until the Railroad Commmnon becomes convinced that there ~s n better method to determine depreciation expense then we may be wasting our efforts. depreclatlonexp~nse nwrn 106 ~Page M-12 Bill IL McMorries, P E Gas Rate Consultant - UNCOLL~CT~LE EXPENSES Q In uncollectible expenses, the Company proposes $304,672 for the test year Do you agree with this amount? A Please refer to McM Exhiblt 3. In response to C~faes RFI 3-07 TXU indicates that beginning with October 1999 they have changed their pchcy in determining the amount of charge off for uncollec~ble~. The bad debt expeflse is accrued based on the historical percentage of bad debt wnteooff. The percentage is derrved by applying the 12-month average write-off percentage for each aging category to the total account~ receivable balance by aging category. Prior to October 1999, bad debt expense was based on actual customer net-chargenffs. There has been very little fame since the new policy was placed in effect so it is ddficult to know whether the new method will increase or decrease the bad debt expense so I recommend the last available data be used for this expense which ts calendar year 2000 of $246,044.35. This is shghfly more than calendar year 1999 of $2:~2,618.37 ('Response 3-07). The net Charge-off Amount for the Test Year was $231,187 so either thc calendar year 2000 or the Test Year amount would be reasonable. Page .,~-2 3 107 Bill 1L McMornes, I~.E. Ga~ Rate Consultant Q Is the charge-off of uncollectible accounts a fairly uniform amount during the year? A No. The charge-offs during the test year vanes but are often high in the months when the need for gas (heating) seems unimportant and when the high gas cost of January and February were becoming 90 days past due~ The monthly charges to the uncollectible account (unallocated) for the test year are as follows: October 1999 4,025 November 12,599 December 1997 (2,688) January 1997 (11,654) February 13,763 March 6,117 April 9,900 _ May 31,320 June 65,297 July 57,246 August 46,955 5entember 18.325 Total Test Year $2~1,188 Q. Do you propose any adjus~ent to the Uncollectible Expenses? A. Yes. I propose a downward adJustment of $58,628 {McM Exhibit 3) Uncollectible m~ .Page M-14 108 Bill IL McMornes, P E Gas Rate Consultant - ~McM Exhibit 3 Lone Star Gas Company Northwest Metro/Mid Czt~es Distribution System TYE September 30, 2000 UNCOLL~.CTIBLE EXPENSES Account 904-Customer Account Expense Northwest Metro/ Year M~d-Cmes Total Ending Per Percent Texas 12/31 Books Sales D~str,bution 1996 N~A. N.A. 0.46% 1997 N.A. N.A. 0.51% - 1998 319,597 0.27% 0 50% 1999 232,618 0.21% 0.43% 2000 246,044 0.16% 0.43% Five Year Average N.A. N~. 0.45% Three Year Average 0.21% ~/ Three Year Average of Percentages 0.247% Last Year (And trending downward) 0.16% Five Year Average of Total Distribution System 0.45% Uncolleetibles based upon calendar year 2000, Response 3-07 0.16% x $152,678,189 = 246,044 2/ ~n Test Ye~ar Exnenses R & C = 304,672 :V Disallowed Uncollecfibles = $ 58,628 1/ Changed methods of accounting for bad debt expense to htstorwal percentage wrrteoff-Resj~onse 2/liespon~eto 3-07 5/L~ne $8, Schedule G-2, page 2 ~NCOLEXP2OOOJJ'ul 109 Page M-i $ Bill IL McMorr~es, P.E. Gas Rate Consultant OT~F~ OPERATION AND MAIN~NCE EXPENSE DONATIONS Please explain your McM Exhibit 4. A This is n summary of the TXU's donations m the Northwest lVEetrofM~d Cities Distribution System that are included in the cost of service. Distribution System. These donetmns only were in the amount of $1,765. Q Should this donation expense be allowed in the cost of serwce? A The Gas Utthty Regulatory Act (GURA) allows th~s item to be the City's choice as to whether to include or exclude these expenses in the cOSt of services. So th~s ~s a decision to be rendered by the City Councils. M-16 Danat~onsl.#wrn 1 10 Bdl R. McMornes, P.E. Gas Rate Cons~t~nt A Md~l Exhibit 4 I Northw'est Metro/Mid Cities Distribution System Charitable Contributions Organb:atlan Dlstrfbutlon AmL Total Custom~ & Donations ~n~e ~ed~ ~,~. ~.~ $ 1~ 00 16 5916% $ 24 8~ ~ln~on lSD Eduction 20 00 16 5916% 3 ~ A~re F~ndatlon 10 ~ 16 59t6% 1 86 B~ &,Gl~ Club 150 ~ 18 5e18% 24 8g C~ of Len~ew ~0 00 15 ~16% 155 g6 Cus~r ~slBtance 285 82 16~gl 8% 47 42 ~ W~ Busings Press ~0 00 16 5918% ~ 18 Fo~ W~ Public ~m~ 1~ 00 16 5918% ~ 86 G~ DaUas ~er 4,125 ~ 16 5916% 6~ 40 ~er Helgh~ Chamber ~ Commer~ 25 ~ 16 5918% 4 15 Hewlff Chamber ~ C~me~ 24 ~ 18 5916% 3 ~8 Home Bufld~ ~n~ ~0 00 16 5918% 1~ ~ Hop~n~ C~n~ Da~ F~t 14 00 16 5918% [32 Hosp~ ~ ~n ~g~o Inc ~ ~ 16 5916% ~ 96 Ho~a ~nual GeE ~sl~ ~ 00 16 591 ~ 6 ~ ~nne~ale Ch~as Club 5 ~ 16 5918% 0 ~ ~ad~hlp 8o~ T~nt Coun~ 60 00 16 ~16% 9 g5 M=L~ Coun~ Pmg~ 10 ~ 16 5916% 1 ~ M~c ~5 91 16 5916% 37 ~ ;~ Jr C~ebmflon Co~ ln~ 15 00 16 5916% 2 49 N~ Tm~ C~n~ 7 ~ 16 5918% 1 18 No~he~[ T~nt Chamber 70 ~ 16 5918% 11 61 Pe~n $~ F~ 200 ~ 16 5916% ~ 18 P~ot Point Edu~ ~ ~ 16 59t8% P~e ~ ~M UnNeml~ 125 00 16 5916% 20 74 Ranals~ Cu~ Caner ~ 00 16 5916% g ~ Sags~ ~e~e~; Cam Cent~ 280 OD 16 5916% 48 ~ San ~o Ch~ ~ Comme~ 680 ~ 16 5916% 112 ~ 8~ ~1o Co~ 200 00 16 5916% ~ la San ~elo ~ ah~ a Rodeo 694 ~ 16 5918% 1 TeJas S~l~g ~SOClB~n 20 ~ 16 5916% 3 32 T~s H~h S~ F~alJ Hall 20 00 16 5918% 3 ~ Unl~ H~pan~ ~un~ of 100 ~ 16 5918% 16 59 Wa~ Senior League' Golf 20 ~ 16 5916% ~ ~ ~Eew~ht ~gh ~1 50 00 16 5916% 8 ~ ~tem~Coun~ Club 150 ~ 16 5916% 24 89 ~CA MlnoH~ ~i~ 300 00 16 5916% 49 ~ .Page M-I 7 111 Bill R. McMornea, P.E Gaa Rate Consultant - RAT~ DESIGN Q 'ghe Company proposes to increase the customer charges to customers to $8.00 on Residential customers and from to $14.00 on Commercml customers (Mansfield & some of the segments have higher current rates). Do you concur with these proposed chargm? A No. One may justify the charge of $8.00 for Residential and $14.00 for Commercial for customer charges based upon TXU's an.alysm of ats costs but due to rate impact to some low volume customers we suggest a more modest merense. A residentml increase from $2.81 to $8.00 on a - minimum use customer could provide a 285% incrense~ Also the monthly Customer 5erviea charges vary greatly by cities and sometimes varies between winter or summer. The Residential Customer Charge currently varies from a iow of $2.81 per month in Marshall Creek & Ronoaketo a high of $8.44 per month in ~Iustin. The average (ar~thmct~c) Residential Customer Charge in the 45 Caries & segments an th.* Distnbutmn group is estimated at $5.77 per month. The Commercial Customer Charge currently varies from a low of $6.06 per mouth m Marshall Creek & Ronoake to a h~gh of $14.44 per month an Justin. The average (arithmetic) Commercial Customer Charge in this Distribution group is estimated at $10.79 per month. Page .M-j8 112 Bill IL McMorrles, P E. Gas Rate Consultant We recommend these customer service charges be established at at no more than $7.00 and $12.00 for l~esJdential and Commercial respectively. 2. M~scellaneous Service Charges- AHow the proposed increases as follows: Connec~on Cha~s $35 O0 Read for C~n~ Charge $12 00 Return Check Charges from $1625 D~hnqueut ~ot~caUon Charge $4 ?5 $. Weather Normalization Adjustment Clause-Whale this is a fairly new concept here in Tezas, and while we are still watching the effect of this elosely~ we have oo objection (at this t~me) to its use as it ~ intended to be revenue neutral. If the weather is colder than normal then customer is charged less and if weather is warmer than usual then the customer is charged more. The Texas Railroad Commission has approved th~ clause in recent cases before it. 4. Other A~nual Adjustment Clauses Requested. In the past, when Lone 5tar owned this System two other annual adjustment clauses were normally reque~tedoCost of $arviee Adjustment and l~lant Investment Cost Adjustment, TXU has not requesled these two clauses m th~s ease. If such clauses should he requested, we would recommend not allowing these two type of clauses. The Tezas Railroad Commzss~on did not approve of these two clauses m recent cases before it. Page M-19 P~eDe~n~ 113 l~ill IL McMorrie~, P E. Gas Rate Consultant McM Exhibit Page 'rxu GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30, 2000 CONSULTANT'S RECOMMENDATION RESIDENTIAL Revenue Requirement $82,078,563 wi~basecostofgas{~$27535 Less Service Char~es 988,657 Sch K-3, page 1 Revenue Reqmred from rates 81,089,908 Customer Charge $ 7 00 Block 1 3 5892 Off-Peak D~scount 0 Plus GCA Adjust Gas Cost Adjust 0 00000 Volume Factor 1 02340 Tax Factor 0 05860 Franchise Fee Relmb 0 00000 Consumption characteristics Zero 0 0000 Block 1 1 0000 Off-Peak Discount 0 0658 BIIlin$ Umts Bills 2,623,044 Block 1, MCF 16,226,489 Off-Peak Discount MCF 174,304 Base Rate Revenue Customer Charge Rev $ 18,361,308 Block 1 58,240,114 Less 'Off-Peek piscount 0 Total Base Rate Rev $ 76,601,422 Gas Cost Adjustment 0 Subtotal (Base + GCA) $ 76,601,422 Franchise Fee Relmbu 0 Revenue Related Taxes 4,488,843 Total annual gross rev $ 81,090,266 /~ateDeslgn2R nwm Schedule 114 Rewsed 5/15/01 McM Exhibit Page 2A TXU GAS DISTRIBUTION NORTHWEST METRO/MIl:) CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30, 2000 COMMERCIAL 0N~th Schools included In this Commercml Rate) Revenue Requirement $45,829,838 with base cost of gas ~_. $2 7535 Less Serwce ChaqTes 90,520 Revenue Required from rates 45,739,318 Customer Charge $ 12 00 Block 1 3 9229 Block 2 3 8229 Block 3 3 4729 Plus GCA AdJust 0 00000 Gas Cost Adjust 0 00000 Volume Factor 1 00000 Tax Factor 0 058597 Franchise Fee Relmb 0 00000 Consumption Characteristics Winter Summer Zero 0 0000 - Block 1 0 1933 0 1953 Block 2 0 1514 0 1635 Block 3 0 6552 0 6412 B~ll~ng Units Bills 240,114 Block 1, MCF 2,152,342 Block 2, MCF 1,745,181 Block 3, MCF 7,326,023 Total MCF 11,253,546 Base Rate Revenue Customer Charge Rev $ 2,881,368 Block I 8,561,109 Block 2 6,322,618 Block 3 25,442,545 Total Base Rate Rev $ 43,207,639 Gas Cost Adjustment 0 Subtotal (Base + GCA) $ 43,207,638 Franchise Fee, Re,tabu 0 Revenue Related Taxes 2,531,838 Total annual gross rev $ 45,739,477 RateDes/gn2CS nwm Schedule L-4 page 2 115 Revised 5/15/01 McM Exhibit 5 Page 2A TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30. 2000 COMMERCIAL ~(Schools with Separate Rates) Revenue Requirement $45.471,793 Less Service Char~es 90,520 Revenue Required from rates 45,381,273 Customer Charge $ 12 00 Block 1 3 9154 Block 2 3 6154 Block 3 3 4654 Plus GCA Adjust 0 00000 Gas Cost Adjust 0 00000 Volume Factor 1 00000 Tax Factor 0 058597 Franchise Fee Relmb 0 00000 Consumption Charectenstlcs Winter Summer Zero 0 0000 Block 1 0 1933 0 1953 Block 2 0 1514 0 1635 Block 3 0 8552 0 6412 Billing Units Bills 239.622 Block 1, MCF 2,168,901 Block 2, MCF 1,734,540 Block 3, MCF 7,280~690 Total MCF 11.184,131 Base Rate Revpnue Customer Charge Rev $ 2,875,464 Block 1 8,492.115 Block 2 6,271,056 Block 3 25,230,503 Total Base Rate Rev $ 42,869,138 Gas Cost Adjustment 0 Subtotal (Base + GCA) $ 42,869,138 Franchise Fee,Relmbu 0 Revenue Related Taxes 2,512,003 Total annual gross rev $ 45.381,141 RateDeslgn2C nwm Schedule L-4, page 2 116 McM Exhibit 5 Page 3 TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30, 2000 SCHOOL Revenue Raqblrement $358,045 w~h gas cost (~ $2 7535 Customer Charge $ 12 00 Block 1 5 12751 Block 2 4 82751 Block 3 4 87751 Adjustment Factor 1 00000 Plus GCA Adjust 0 00000 Cost of Gas 0 00000 City Street & Alley 0 00000 State Occupational 0 058597 Consumption ~haracterlstlcs Zero Block 1 Block 2 Block 3 B~ltln~ Units Bills 492 Block 1, MCF 13,441 Block 2, MCF 10,641 Block 3, MCF 45,333 Total MCF 89,415 Base Rate Revenue Customer ChaYga Rev $ 5,904 Block 1 88,919 Block 2 51,370 Block 3 212~046 Total Base Rata Rev $ 338,238 Gas Cost Adjustment 0 Subtotal (BaSe + GCA) $ 338,238 City Street & Alley & State Occupation jTax 19,820 Total annual gloss rev $ 358,058 Gas Cost Cost of Gas 0 Plus 1/2 of m~arkup 0 Total Gas Cost ReteDeslgn2D nwm Schedule L..4, page 3 117 Revmed 5/15/01 McM Exhibrt $ Page 3A TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30, 2000 SCHOOL (If part of the Commercial Rate Class) Revenue Requirement $358,045 32 8% h~gher Revenue Recovered under this rate $ 269,540 Customer Charge $ 12 00 Block 1 3 9229 Block 2 3 6229 Block 3 3 4729 Adjustment Factor 1 00000 Plus GCA Adjust 0 00000 Cost of Gas 0 00000 City Street & Alley 0 00000 State Occupational 0 058597 consumption Characteristics Zero Block 1 Block 2 - Block 3 Billing Units Bills 492 Block 1, MCF 13,441 Block 2, MCF 10,841 Block 3, MCF 45,333 Total MCF 69,415 Base Rate Revenue Customer Charge Rev $ 5,904 Block 1 52,728 Block 2 38,551 Block 3 157,437 Total Base Rat~ Rev $ 254,620 Gas Cost Adjustment 0 Subtotal (Base + GCA) $ 254,620 C~ty Street & Alley $ State occupation ITax 14,920 Total annual gross rev $ 289,540 Gas Cost Cost of Gas 0 Plus 1/2 of mprkup 0 Total Gas Cost RateDeslgn2DA nwm Schedule L..4, page 3 118 McM Exhiblt 5 Page 4 TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES DISTRIBUTION SYSTEM PROOF OF REVENUE AT PROPOSED RATES TEST YEAR ENDING SEPTEMBER 30, 2000 TRANSPORTATION MCF Convert MCF Fee per Percent to to MMBTU MMBTU Distnbution Fee Industrial Transportation Revenue Trans ~ortation Fee 19,148 1 025 $1 27 0 50 $12,462 95 Trans ~ortatlon Fee 124,079 1 025 0 83 0 50 52,780 Trans )ortation Fee 107,558 1 025 0 81 0 50 44,650 Trans )ortation Fee 1,482,326 1 025 0 8 0 50 607,754 Trans )ortation Fee 857,302 I 025 0 79 0 50 347,100 Trans )ortation Fee 315,798 I 025 0 78 0 50 126,240 Trans )ortatlon Fee 188,082 1 025 0 76 0 50 73,250 Trans )ortation Fee 107,209 1 028 0 75 0 50 41,208 Trans )ortation Fee 94,299 I 025 0 74 0 50 35,763 Trans ~ortabon Fee 55,958 I 025 0 6 0 50 17,207 Trans )ortation Fee 481,399 1 025 0 58 0 50 143,096 Trans ~ortation Fee 1,655,616 1 025 0 55 0 50 466,677 Trans )ortation Fee 228,358 1 025 0 48 0 50 55,684 Trans )ortetlon Fee 369,837 I 025 0 41 0 50 77,712 Total Ind Transp Rev 6,084,949 $2,101,584 Electric Gan Tranp Rev Transportation Fee 1,848,808 1 025 0 02 oo 37,901 comm Transp Revenue Transportation Fee 29571 1 025 0 84 00 19,399 Transportation Fee 63,951 1 025 0 47 00 30,808 Transportation Fee 39,211 1 025 0 37 00 14,871 Transportation Fee 9,437 I 025 0 38 00 3,676 Transportation Fee 111,727 1 025 0 37 00 42,372 Customer Charge (1) 1 12 00 20 00 00 240 Customer Charge (2) 18 12 00 12 00 00 2,592 Customer Char~e (3~) 53 12 00 10 00 00 6,360 Corem TranspRev 253,897 120,318 Total Transp Revenue 2,259,803 Total Revenue Taxes 0 0586 $ 132,424 Distribution Transp Rev 2,392,227 No Backup or Standy Fees Included RateDes;gn2E nwm Schedule L.-4, page 7 119 120 Bill R. McMomes, P.E Gas R~te Consultant 126 Bill R. McMorr~, P.E Gas Rate Consultant - ~VIcM Exhibit Page VITAL STATISICS CUSTOMER INFORMATION Northwest Metro/IVhd C~tles D~smbution System Remd~ntfal Customers- Number MCF Sales 12/31D8 197~51 12,678.900 12/31D9 204,898 ! 1,800,47! 12/31/00 214,821 13,395,176 Commar~:[~ Customers Number MCI? Sales 12/31/98 21,751 10,138,927 12/31/99 21,-~00 9,629,223 12/31/00 20,657 10,159,895 Public Authority Number MCF Sales ][2/31/98 ~6 62,763 12/31/99 S9 58,77~ 12/31/00 41 53,701 Industrial Customers Number MCT Sales 12/31/98 184 444,915 12/31/99 209 400,219 12/31/00 209 723*903 Trausoortation Customers Number MCF Volumes 12/31/98 132 10,851,601 12/31/99 138 9,771,278 12/31/00 174 8,614,753 Total Distribution System Number MCT Volumes 12t3~D8 219,674 34,177,106 12f3~/99 226~04 31,659.966 12/~1/00 235,903 $2.9-~6,428 127 A'; HMENT / ,, TO crees RFI SET NO TXU NORTHVVEST METRO/MID CITIES DISTEIBUTION SYSTEM TEST YEAR 9/00 TXU GAS DISTRIBUTION NORTHWEST METRO/MID.CreES DISTRIBUTION SYSTEM MOST RECENT RATES APPROVED Date Approved ~doleon 11/24/98 10/12./82 04/20/99 09/16/97 04/13/99 11/10/98 04/20/99 Coppall 11110199 Copper Canyon 11/29/98 Corinth 01/05/93 Cross IRoads 04/30/90 Dalworthlngton Gardens 04/15/99 Dentoh 02/23/99 Doubl~ Oak 11/17/98 EuleS~ 04/13/99 Farmers Branch 12/07/98 Flower Mound 11/16/98 Grapevine 04/20/99 Hlcko~7 Creak 08/04/88 Highland Vlllege 11124/98 Hurst 05/11/9g 02/05/87 09/14/92 04/20/99 11/05/84 06/12/88 11/16/98 11120/90 05/10/99 Ill 04112199 1 2/09/91 10/25/82 04/10182 06103/85 ~ Shores 01/04/93 04/20/9g 04/05/99 04/12/99 Ill Marshall Creek incorporated September 6, 1983 and approved the same rate that was In effect in Roanoke December 12, 1983 /2/ Northlake, which was than recently Incorporated, approved a rate September 12, 1991 128 A-4 ATTACHMEN-r TXU GAS DISTRIBUTION TO CITIES R[~I SET NO TXU NORTHWEST METRO/M~D CITIES TEXAS CiTY GATE RATE PER MCF o~s'm~ELrr~oN SYSTEM JANUARY 1998 · APRIL 2001 TEST YEAR 1999 2000 2001 JAN 3 7097 3 3187 3 2464 7 2220 FEB :~ 0610 2 8015 3 3221 7 2220 MAR 2 9987 2 4450 2 9838 7 2220 APR 2 8315 3 5628 3 7093 5 8613 MAY 3 4550 2 4123 2 8679 JUN 3.2073 2 7668 4 8158 JUL 3 1663 3 1469 5 0495 AUG 3 2220 3 2733 5 0368 SEP 3 1862 3 9234 5 0667 OCT 3 2841 3 8858 6 2346 NOV 3 1893 3 5497 5 8072 DEC 3 3527 3 1493 5 6404 129 McM ~,Th~btt 6 Page 6 T~ Gas Distribution 1WORTHW]gST METRO/MID CITIES Distnbutmn Systerra TYE 9/50/00 FEDERAL INCOME TAX CALCULATION Company// Consultant At Present Rates: $ $ ~ 11,060,180 Interest on operalan~ Items 5,222,756 2/ Plus Other (Ex~ess DF1T. Leusl. Dxwidend Ch'. etc.~ + 386,923 3/ 0 Taxable component of Return 2/ 6,224,347 Tax at 35% of Taxable Income (0 $384615) 3,351,572 Tax Cmdtts 4! AmertmationofexcussDmT + 955 4/ Prl~ year Ac~u~axent .225 4/ Federal Income Tax~ 3,352,303 At l~ropoaed Rate~: Net Operating In, omo before FIT $14,176,622 ]/ $19,702,451 Less Intem~ on Debt and Preferr~ - 303,073 2/ -5,2:22,756 Return 14,479,695 14,479,695 I?, t,.,~ l,/"~'"~"' Deduct~cos & Ackhtmns , lnt~mst on olin"rig Iteans 303,073 2/ -:~,222,756 plmOtll~(l~x~sDFIT, l~al.l~_va~mtlCt..etc'} + 386.9233/ + 386,023 T~ratifl~ ~omtxmem of Rcm.m 1/ 14,563,545 9,642,962 Tax lit 35% ofTaxabl, Incom~ (0 5384615) 7,841,909 ~,192,364 Amortt~aon af~m~sD~'~' + 955 4/ + 955 Prior ¥~ar Ad~m~nt - 225 4/ - 225 Fe. cl~al Income Tax~ 7,842,641 ~,193,094 lhfference 2~649.54'1 Sv' l~.~twrt wq~mw~ ~ Dw~t & .Pr~'m'r~d *, .149,498,3 ?$ x 45. ?O~ x ? 27~6 + l 49, 498,3 75 x I A-6 130 McM Exhibit TXU Gas D;strlbution Northwest Metro/Mid Cities Distribution System RATE OF RETURN SCHEDULE September 30, 2000 De.~t 46 70~ 7 27% = 3 40~ ~=e£a==~d [ 70~ 5 79% = 0 [0~ Comao~ 51 60~ 10 70~ ~ 5 $2% 9 01% Deb~ 46 ?oe 7 27~ = 3 40~ 9=e£e==~scl, I ?0~ S 79~ = 0 10~ ~c~*b'2' 5Z.60~ 11 10% = 5.73% 9 22% RofR nwm 131 Bill R. ~c]~l_or~e~ ~P.E. G~s R~te Consultant HILL ASSOCIATES Regulatory Finance & Economics Bus (304) 562-3645 Fax (304) 562-3645 PO Box 587, Benedict Rd Hurncane, WV 25526 Geoffrey Gay, asq May 5, 2001 Lloyd, Gassellnk, Blevlns, et al 111 Congress Ave Suite 1800 Ausbn TX 78701 ,, Re TXU Gas D~strlbubon Northwest Metro/Mid Claes Cost of Equity Analys~s Dear Mr Gay As per your request, and under the terns of our contractual agreement, I have performed a cost of ell_ ulty capital analysis for the Northwest Metro/Mid Cities portion of the TXU gas distributlrn utility system My analys~s, which is described bnefly below, mdicate.s that an .appropriate. range of the cost of equity capital for gas distribution utility compan~e.s, currenay ranges from 10 00% to 10 75% Also, given the capital structure emp~oyeo Dy the TXU gas dlstrlbubon utilities and utilized by Ms Canady m her overall cost of capltsl analysis, the company caress somewhat more leverage than the sample group of gas distributors with which I estimated the cost of equity Becauas of that capital structure~ dlfferanca, an appropriate pomt-estimate of the cost of equity capital for this company would be atthe upper end of th,e, range of equity capital costs, or 10 75% Because the equity capital of TXU s gas divisions is not pubhcly traded it was necessary to analyze the market data of a sample group of publicly traded firms whose pnmary business Isgas distribution se ected a group of seven firms which had bond ratings of "A" or below and which danved a substantial portion of their revenues from gas d~stnbut~on operaaons Using the market data of those companies I performed a D~scounted Cash Flow (DCF) analysis of the cost of equ¢.7 capita n order to calculate the DCF d v~dend y~eld I ut I zed the next quarter dlv~dand, annualized, divided by the most recent slx-week da~ly closmg average stock price for each gas dlstnbuaon company in the sample group In calculating the. D. CF growth rate, I analyze the underlying fundamentals of rowth for each comp .an.y~..stu?ylng mat parameter over the past flveyears as well as prroj~;cflons five .years In~O ?l.e/l~ur..e .and .tile growth rata trends Imphed there~n In add~bon to that ~vn~ea~nc~sn~_~lr~o_w~_,_ I ,e, vle.w both .historical and,projected growth rates I. earnings, _ ~,.u.? .apo. o.ooK v~ue for earn company wmch are publ shed by investor services and available to Investors i nrough that analysis I determine an appropriate long-term susta!nable growth .rate, (th.e growth rate called for in DCF theory) for each firm In the sample group mna~ly, I aojust the growth rate to account for mvestors' expectations w~th regard to additional growth, If any, attributable to the Issuance (or repurchase) of shares of stock for each company In addition to the DCF analysis, I ut~ltzed Capital Asset Pncing Model (CAPM), Modified Earnmgs-Prica Rabo (MEPR), and Market-to-Book Ratio (MTBR) analyses as checks of,the DCF The results of my cost of equity analyses are shown mn the table below METHOD COST OF EQUITY DCF 10 46% CAPM 8 54% MEPR 10 25%-10 89% MTBR 10 26%-10 11% 132 COST OF EQUITY ANALYSIS TXU GAS DISTRIBUTION NORTHWEST METRO/MID CITIES STEPHEN G HILL These results indicate a current cost of equity range for gas d stnbutors of 10 0% to 10 75%, with a mid-point of 10 375% W;th regard to capital structure, I am ~nformed by Ms Canady that the corrlpany s currently capitalized with approximately 38% common equity, 9% preferred equity and 53% debt, comprised of long-term debt, short-term debt and advances from the parent company While that ca.o~tal structure ~s s m ar to that utilized, on average, by the gas .d. ls~.but[on Industry (40% common, 60% debt and preferred), it is slightly more leveraged mat me average caprtal structure of the sample compamas I ~llzed ~n my analysis (43 8% ,common, 56 2% debt and preferred) Because of that d~fference in leverage between the Company and the sample group, an upward adjustment to the recommended return on equity is warranted My anal~.s~s indicates that an equity return near the upper end of the range of current equity capital cost for gas d stnbutors would pr~(~c,an adequate ad.lus, trr~.ent to. offs. et ~.e Company's sllghtlyhlgher financ~aJ risk. o?, my. recommenaea equity return mr th~s company is 10 75% IT you nave any questions regarding this analysis, or if you require addit~onal supporting documentation, please do not hesitate to contact me As always, I look forward to working with you Sincerely, ~'~ephen G Hill 133 0G/21/2001 lB ~1 ~122§72243 DUCI PA~E 82 DIVERSI]~r~D UTI~TY 0ONSUT~T~I~TT ~, INC, ~une 21, 2001 H~rbert L ~ Sent VlaF~ (940) 382-7923 C~ At~m~ Ca~ of D~*on 21 ~ E~ M~ey Street ~: lx~-Gas,,Diatzlbuflon*s App~"'aon to Incr~se Rat~ ~ ~e Not.west ~9~o~id Clti~ No~hwe~ ~ro~4 Ci~es ~ay 16, 2001 Consulta.~ ReDo~ Dear ~ Prou~ p~umt to yo~ ~ues~ we have ~ew~ed the T~-G~ Dlsmbu~on application for a rote mcre~e ~ the C~ of Denton, Te~, We have ~so r~wewed fl~e Cmos' con~t~t r~o~ ~spo~s~ve,to ~ Comp~y's rate r~uest In ~dmon, we prowd: some ad&~o~ ~o~daflo~ w~ch may be help~l m setting ~-Gas :~te Request ~or about Feb~ 16, 2001 T~-G~ fil~ for a ~c mcreas~ m ~e 40 ~s desolated ~ the No.west Me~o~td-Cmes Dm~bu~on Syst~ Den~ ts on~ of~e c~Ues mcl~ed m ~ ~d ~e C~ty ofD~ton'a mcre~e by class TABLE 1 TXU-~s ~te Request Not.west ~o System And CI~ of DenOn by Customer Cica ! T~e m~ mcreasu reflected m Table I ~s baaed on ~c TX'U.Gas Apnl 2, 2001 t~vmed rate requ~t c(ntecflng the Federal I~ome Tax ex, ors m ~hc February 16, 2001 original rat~ ~cqucSt 135 06/21/2001 10 11 5122572243 DUCI PAGE 03 The Company's rate racreasc includes a rctum on shareholder equity of 12% and also mcludesanassuraedpnoeofgasof$5 0514 The Company, through the praP°sedratedeslEn,has increased monthly fixed cnstoraer char6es to $8 00 and $14,00 for residential and commercial class customers, respec~vely Included in Atta~braent 1 is a cost of service analysis that duplicates the Company s filed rat request and res~dential and cor~erclal class rate design in this case Each general area of cost clmraed by TXU-(~as is shown on a total systera and customer class bas~s in Attachrucnt I Base Cos~ of Service The Cities regulatory junsdwtlon m gas rate cases addresses only oPerahons c°sts In other words, the regulatory authority of the cities extends to setting rates for the delivery of gas through the thstnbutlon system to the ultiraate custoraer Thc coraraochty or gas costs (assumed at $5 0514 per Mcfm the Coii,i~any's rote request) is regulated by the Railroad Cornmmaion of Texas Included ~u Attachment 2 Is a recalculation of thc Company's rote request, whtch includes only the thstnbution systera operations costs In other words, the gas or commodity costs, whch are ' t regulated by the Ratlroad Commission of Texas, have been reraoved from the Company s toques Again, the only change is to rcraove the $5 0514 per Mcfgas cost and associated revmrae related tax on the lp~ cost. It should bc noted that m a recent TX'U-Oas case, the Corapany stated that gas cost should be removed frora cost oi'actwlce to I~ve consuraers it clear picture of what actual costs for gas scrwco and commodity (gas) cost are for the consuraer Thc Company also stated that such uubundhng of costs would be eas~er £or consuraers to u~derstend Moreover, ra recent heanngs be£olc the Rmlroad Commission of Texas lavest~gatrag gas cost price spikes m recent raonths, the Commtssion encouraged seperatmg the coramodiW cost frora the operations costs Attachraent 2, which shows the Corapany's operations costs (gas cost is removed) and includes the Corapany's cnttre cost request (exeel0t gas costs), shows the follownag ~ncrease TABLE 2 TXU-Gas O ~erations Cost Rate Increase b Customer Class Residential ~-ommercial Industrial In other wolds, the Corapany's £ull rate request before t~e Cities ~s $~,0~5,?$~ ~ T~us $~.025,78~ increase reflects only the operahons ~osts clmmc~ by the Company, an~ e×c~udes ~as costs regulated by the Emboad Commission o~Texas 2 Included in A~mclmmnt ~ ~s ~h~ residential snd commercml chss operations (exclud~g gas) m~eese for t~c of Denton customers when gas cost ~s remov~cl 136 06/21/2001 10 ii 5122572243 DUCI PAGE 04 Northwest Metro/Mid-Cities Consultants Report On or about May 16, 2001 the consultant lured by the Northwest Metro/M~d-Clties group issued a report shovang its findings and concluslons regarchn~ the TXU'Gas rate request The report concluded that the followm$ rate request by class and for the system were justlfied TABLE Northwast Metro/Mid-Cities May 16, ii001 Consultant Report Rate Increase By Class CommerclaiZ" $399,~-48 Industrial $1.910,009 $154,875 -Total $~2~,.~. ~2..~0~ Tt should be noted that ~ consultant report &d not remove 8as cost from the Company's request. T~le Northwest Me~zo/Mid-Ctties consultant reduced gas costs ~rom $5 0514 per Mc£to the $2 75~5 per Mcr level ordered by the Railroad Comm~sswn of Texas In a prewous case Whether ~as cost ~s included at $~,05 ~4 per Mo£or $2 ?~35 per Mcr makes no differeuce T~e City has no junsdlct~orl to regulate the cost of gas On o~ about ~une ~ 8,2001 the Attorney for the Norttlwest Metro/Mxd-C~ties Stoup outlined an oP~r o~ set~lemel~ of th~s case ~ TXU-Gas Thc following table outlines ~ilo Tig~U-Gas proposed resolution o£tlus case TABLE 4 TXU-Gas Proposed Settlement Residential $2,5 ~ 1,718 Commercial $1,034,9~ 1 '-hldustrlal $1 S~rwce Charips Total Thus, under the Company's proposed resolution, TXU-Gas would settl~ for a $~,151,019 Lncroase ~ rates Thlsmcrcaser~presents70%($5,151,O19/$7,358,598)oftheC°mpany's°nlp°al (revved) request 137 86/21/200[ ~0 [[ 5122572243 DUCI PA~E 85 Summflr~ Klld Conclusions The Cl~y has before it a Compargt rate increase request of $7,358.598, ofwhmh $858,~6 wo~d be ~c increase for Dmton ¢~tomem ~c ~o~hwest Me~o~d-C~aes ~up cmsulmt has m~y~d ~ Compmy, s request md concluded ~t m mor~e of $3,790,602 la Jmtxfi'~d h~ off. ed to resolve ~ls ma~ at m ~u~ mcrc~c of $5,151,019 L~tly, zfthc C~ty con~d~s only the Co~my's r~uest on costs ~. C~ bas ~lato~ 3msdmtmn over, t c opemuom costs, ~en ~e Company's ~uast m ~ls c~e xs $3,025,783 (A~t 2, ~e 33) Moreover. if the Comply ts ~llmg to seRle for 70% of ~o req~stcd mount, ~en tho seRl~t v~ue would b, a $2,118,048 (70% x $3,025,783) ~ual DUCI would mcomm~d ~at ~e Cl~ only ~mtd~ opora~ons cogs as outhn,d m A~ao~t 2 ~on o~y op~atmm costs ~ consld~ed (whmh ~U-Gas has stated m precedings is appropriate), tho ms~d~ e~s ~u~ mcgee before ~jus~ is $ 1,043,043 If T~-G~ studs by t~ 70% s,Rloment off~, the ~ldentl~ mc~e Is $730,130 ~ o~y ~hom oosts are ~ns~dered, ~e co~ cl~s ~stom~ ~oelv~ a ra~ d~m~e of ~0,32~ ruder ~e Company's on~nal request We have included m At~t 3 the ~pact ofr~ovmg g~ cost on Denton's r~d~h~ ~d co~ml cusmm~ ~ese mcmases o~ be reduced to 70% tf~e Comply ts w~lhng to s~ behind ~ts scttlem~t propos~ If yo~ have ~y qucs~ons, plebe feel ~ to oall We look fo~d to ~sw~g ~y ~u~om you. ~ Maym or Council M~bers may Mw at ~e workshop next week 138 0S/21/2001 10 lh §~22572243 DUCI PAGE 86 TXU GAS NORTHWEST METRO MID CITIES RATE INCREASE REQUEST TEST YEAR ENDING SEPTEMBER 30, 2000 No I~BGOIW*T1ON AMOU.Y' AMOUNT AMOUNT ~U~ 2 ~E ~ ~ $138 1ta ~1 $7,~9,763 $142,626,5~ $~ 2~ ~),126,~ ~,~2 3 ~AW ~.N~a ~,991,742 ~ ~8 991,742 ~AI0~ ~ ~1,9~,515 6 ~c~ ~g ~iNT $1,0~,812 ($150790) $930,0~ ~B8.667 6 ~NU.~ $109 ~5 6~ ~,3~,973 ~,~4,~I $121 212 360 ~J,~2,~ 13 ~~Y~ $142~68~ ~ S1~,6~,~ ~.~742 ~ 131.474 ~,~,~1 18 ~R~ RB~ T~ $1,~? ~ S~005 ~,259,008 $1,~,717 ~91,~ ~1~,492 21 ~N9~, ~166,133,~ $1,~,7~ $1~,817,7~ $111785,~ ~,~.~ ~,~7,~9 ~ ~a ~1~ ~,4~,4~ ~ ~,4~77 $t,~5,~ ~8 $I,~ 26 ~m~ ~1,~3~1~ ~ $1 ~,411 $1 116,680 ~,TO3 ~,~7 29 ~U~ T~ F~ 6~ ~63% 8~% 5 6353~ ' 30 ~ua n~ ~T,~t ~ ~7,~1 ~,7~ $I~,429 610,157 ~ ~R ~B~ (61E0~790) ($1~,~) ($137,~ (612 ~ (~) 37 ~NUE~I~~UE ~05,~4,509 ~,974,509 $1~,~9,~ $7t,97t,~ 40 ~ 2,~3,~ 2~ 114 ~ ~K2 0 1,7~,18t 46 ~ ~R~B ~0,~,362 ~,~1,~ ~ ~ ~B ~ T~ 49 ~O~~ ~1,2~ 192 ~ ~P~B~S ~0000 ~0 ~ R~8N~ ~1 ~ B~K ~ ~UR ~,~,362 $1 ~,~,~7 139 06/21/2001 10 il 5122572243 DUCI PAGE 07 TXU GAS NORTHWEST METRO MID CITIES RATE INCREASE REQUEST REMOVING GAS COST TEST YEAR ENDING SEPTEMBER 30, 2000 2 B~tB~TERL~ $1:~,1t8,801 $?,609,763 $t42,825564 ~3,295,205 ~,128,129 $2692~ 10 ~R~ RU~8 (~129,117) $0 ($129,117) (~47~ 12 ~u~ C~ (~) $0 (~2,2~) ($~,~5) (~4,~ (~1,214) t4 ~ · ~ ~P ~2,079,~31 $0 ~2,0~,231 $16 751 078 1~ PA~ ~O T~ $~1,670 ~ ~81,~0 ~,821 ~116,959 ~,sg0 20 ~Z ~ T~_~A ~,1~ ~8 ~ ~,1~,728 $1.8~,~ S].I~AIO ~8,193 ~ ~B RB~ T~ $10,130 $0 s16g,1~ ~0,1~ (~6,0~ $1~,111 ~ ~NUB ~ ~,~6,783 ~,~,783 S1,~3,~ (~) ~3,~ ~ ~p~. (~,~) (~,~e) (~,~,~3) (~Z,llg.~) ~7,~ ~ ~g~l~ ~,5~,615 ~,781,9~ ~14,~.6~ ~7,371,~ ~ C~ 2,6~,~ ~0,114 ~ ~Kz 0 1,7~,t81 43 ~K3 0 ~ ~R C~ R~B ;20,9~,~2 $1,361 M ~K ~ R~NU6 $13,761,~ ~7~,~5 57 ~K a R~UB $0 ~ I,~3,~ 140 85/21/2881 10 11 5122572243 DUCI PAGE 08 . 141 Agenda It era .~.,Z.~.~ AGENDA INFORMATION SHEET AGENDA DATE June 26, 2001 DEPARTMENT' Pohce ACM. Jon Fortune SUBJECT Receive a staffreport, hold a d~scuss~on, and g~ve staff d~rectmn regarding Code Enforcement procedures BACKGROUND. In Apnl 2001, Cotmcd requested a staffreport regarding the current Code Enforcement abatement procedures In 1998, staffworked w~th the C~ty Cotmcd to adopt the current Code Enforcement procedures Previously, officers would simply send a letter of notfficat~on to the address where an observed wolat~on was located The owner or resident was g~ven ten days to abate the v~olat~on If the owner or resident dtd not comply, the officer would contact a private contractor to clean the property and the owner or resident would be ~nvmced an adm~mstrat~ve fee and the cost of the contract The Councd expressed concerns that th~s process thd not prowde ample opportumty for the wolator to resolve the problem Currently, the Department has five Code Enforcement officers and each officer ~s assigned to an area of the C~ty They are responsible for responding to c~t~zen complmnts of wolat~ons and proact~vely addressing observed violations in their assigned area The following actions are taken by Code Enforcement Officers ~n response to a c~t~zen complaint or observed v~olatlon ~nvolv~ng grass and weeds, trash and debris, and junk vehmles · A door hanger ~s left at the location notifying the tenant/owner of the wolat~on If the property ~s a vacant lot or appears vacant, the door hanger ~s mmled to the property owner as ~dentffied using currently available tax records A remspect~on date ~s set for seven days from the date the door hanger ~s left at the locatmn and such date ~s noted on the door hanger · The property ~s relnspected no earher than the date on the door hanger If the v~olat~on m abated, no other action ~s taken and the case ~s closed If the violation still exists, the Code Enforcement officer takes two pmtures for the case file and a certified letter is sent to the property owner and, ~f apphcable, the tenant The letter contains mformat~on about the violation and notfficatlon of the relnspectlon date · The property is remspected 14 days after the certffied letter ~s sent If the violation is abated, the case is closed If the violat~on still exists, the officer takes two more pictures for the case file Code Enforcement attempts to call the property owner to discuss the wolatlon and agree to a deadhne for the violation to be abated If it is determined that the property owner is ~nd~gent or physically unable to abate the violation, Code Enfomement will request assistance from the Keep Denton Beantlful volunteer program If comphance ~s ginned within the agreed time, the case is closed · If compliance is ginned following notification by either door hanger or registered letter, a card ~s sent to the owner that notffies them that their property was found to be m compliance upon remspectlon and thankang them for their cooperation · If compliance is still not ginned, Code Enforcement will ~mtlate admlmstrat~ve action or file a case ~n Mummpal Court o Grass and weed violations are generally addressed through admlmstrat~ve action A private contractor mows the property and the owner is ~nvmced an adm~mstrat~ve fee in the amount of $80 00 and all contractor fees o Trash and debns and junk vehicle violations are generally addressed by fihng a case in Municipal Court Staffm hesitant to s~mply clean the property due to the possible clmmed value of property and vehmles that might be removed The trash, debns or velucle in question will remain on the property until the disposition of the case If the violator abates the violation prior to the court date, the prosecutor will usually d~smlss the case If the violator ~s found gmlty and stall fails to abate the violation, Code Enfomement will contract for the property to be cleaned and the property owner will be invoiced accordingly · An owner has thirty days within whmh to remit payment for admlmstrat~ve and contractor fees If the owner fmls to make payment w~thin the allotted t~me, a lien ~s placed on the property PRIOR ACTION/REVIEW. As stated, these procedures were ~mplemented with the approval of the C~ty Council in 1998 FISI~AL IMPACT: None Respectfully submitted, Chief of Police Prepared by Scott'Langford Support Operations Lieutenant City of Denton codo 21546 Enforcement Division Date Maintaining property values and aesthetically pleasing neighborhoods m which to live takes a great deal of effort on the part of all the residents m Denton In an effort to prevent neighborhood decline, your C~ty Council has passed ordinances that deal w~th varmus C~ty Code wolat~ons Please help our community stay clean and safe by correcting the observed wolatlon noted below Address of V~olat~on Scheduled for Re~nspecbon [] Weeds and Grass Weeds and grass over 12 ~nches h~gh ~s a wolat~on of the C~ty Code [] Garbage, Trash and Rubbish Front and back yards must be kept clean and frae of junk, trash and debns Storage of ~tems shold be screened from public wew [] Junk Vehicles on Private Property Motor vehicles that are inoperative and have exp~rad license plates or safety inspection stickers are ~n v~olat~on of C~ty Codes Junk vehicles must be completely screened from public wew [] Other Comments If you would I~ke to d~scuss an arrangement for compliance, or have any queshons, please contact the Code Enforcement off~ce at 940-349-7819 Officer 4 City of Denton Code Enforcement Division 601 E H~ckory St #E e Denton, TX 76201 · (940) 349 7819 COMPLIANCE CONFIRMATION Date Dear You were recently notified of a correct~on(s) that needed to be addressed on your property W~th your help, these correcbons have been made and are now m compliance Thank you for ass~sbng us ~n our efforts to maintain the clean and safe community that you and your neighbors have come to expect Your continued efforts w~ll help prowde a , commumty that we can all enjoy Officer 601 E Hickory * Denton, TX 76205 * (940) 349-7819 Code Enforcement Department Malntaanng property values and race neighborhoods m which to hve takes a great deal of effort on the part of all residents m Denton In an effort to prevent neighborhood dechne, your City Council has passed ordinances that deal with various City code wolat~ons A wsual inspection of your property at ~ on ~ revealed that the followqng C~ty code violation(s) ex~st JUNKED VEIIICLE: The vehicle ~s eonslde~d inoperative andjunked ~f~t ~s inoperative, does not have lawfully afl]xed to ~t either an unexpired hconse plate or a vahd motor vehicle safety inspection certificate, ~s wrecked, d~smantled, dmcarded, or remains inoperable for a continuous per~od of more than 45 days Regards to but not hm~ted to Since many restdents are not aware that the above is a ~o C~t~ or_dlnanc_es, a follow-up inspection w~ll be conducted to ensure that compliance has been made by . Failure to comply by the above date may result m a Municipal Court c~tatlon, or the C~ty will correct the violation If the cry corrects the violation, the cost for services plus an administrative fee of $80 will be b~lled to responsible pames If you would hke to discuss an arrangement for compliance, or have any questions, please contact the Code Enforcement Office at (940) 349-7819 Sincerely, Code Enforcement Officer 6 Hickory * Denton, TX* Telephone (940) 349-7819 Code Enforcement Division Maintaining property values and a nice netghborhood m which to llve takes a great deul of effort on the part of all residents tn Denton In an effort to prevent neighborhood deelme, your City Coancll has passed ordinances which deal v~th various City Code V~olat~ons A visual tnspectlon of your property at ~ on ~ revealed that the following City Code V~olatlon(s) ex~st TRASH AND DEBRIS Old lumber, junk, car or machinery parts, serap material, demohshed or pertly demohshed structures, plies of stones, bricks or brokon rocks on a premises bordering any public street are all constdered a nUlsenee and should be cleaned up tn order to protect the health, safety, and welfare of the pubhc Regards to but not hmited to ~ Since many residents are not aware that the above ~s a wolat~on of C~t~ ordinances, a follow-up inspection wll be conducted to ensUre that comphance has been tnade by Falloro to comply by the above date tnay result m a Municipal Court ¢;tatlon, or the City will correct the vlolat;on lfthe city corrects the v~ol~on, the cost for sermces plus an admtn~strative fee ors 80 will be billed to responsible part~es If you would lfl(e to dtscuss an arrangement for compliance, or have any questions, please contact the Code Enforcement office at (940) 349-7819 Sincerely, ~t Officer Denton, TX ~ 7 601 E Hickory Surie E * Denton, TX 76206 * (940) 349.7819 Code Enforcement Diws~on DATE NAME OF ADDRE6S STA r I tP Ma~nta~mng property values and race neighborhoods ~n which to hve takes a groat deal of effort on the part of all residents ~n Denton In an effort to prevent neighborhood dechne, your C~ty Councd has passed ordinances whmh deal wrth various C~ty code wolabons A wsual ~nspecbon of your property at ~I~N~!~DRi~t~ on DATE INI~i~ECTED revealed that the following C~ty code wolabon(s) ex~st GRASS AND WEEDS A standard of 12 ~nches for the height of grass, weeds and other vegetation except agncultural crops, trees, shrubs, flowers or other decorabve or ornamental plans If your property ~s two (2) or moro acres, you must mow one hundred (100) feet from any pubhc street or nght-of-way and one hundred (100) feet from any adjacent property under dn~ferent ownership on whmh a house or bus~ness ~s located (At the comer of Colhns and Cleveland ) S~nce many residents aro not aware that the above ~s a wolabon of C~ty ordinances, a follow-up ~nspecbon wdl be conducted to ensure that comphance has been made by RIEINSPECTION DATE14 DAY8 Fmlure to comply by the above date may result ~n a Mumc~pal Court c~tahon, or the C;ty wdl correct the wolabon If the c~ty corrects the wolatmn, the cost for servmes plus an admm~strabve fee of $80 w~ll be bdled to responsible parties If you would I;ke to d;scuss an arrangement for comphance, or have any questions, please contact the Code Enforcement Office at (940) 349-7819 S;nceroly, Code Enforcement Officer 8 601 E Hickory * Denton, TX * Telephone (940) 349.7819 Code Enforcement Division FINAL NOTICE FOR THE GROWING SEASON (MARCH TO NOVEMBER) DAT~ PLEASE BE ADVISED THAT THIS IS YOUR FINAL NOTICE AND THE CITY MAY ENTER THE PROPERTY, AS NECESSARY, FOR THE REMAINDER OF THE CURRENT GROWING SEASON (MARCH TO NOVEMBER) TO CORRECT FURTHER VIOLATIONS WITHOUT FURTHER NOTICE TO YOU AND MAY ASSESS THE COSTS SO THAT THE GRASS DOES NOT EXCEED THE TWELVE INCH STANDARD Mmntarmng property values and taco ne~ghborheeds m which to hve takes a great deal of effort on the p~t of all res~deets m Denton In an effort to prevent neighborhood deehne, your C~y Councd has passed orthnancos wluch deal w~th va~ous Chty ~de vlolatmns A visual mspecUon of your property VI~ ~Dlllfl~ on DATg5 INSPECr~VED revealed that the following C~ty code wolatton(s) ex~st GRASS AND WEEDS A standard of 12 mches for the height of grass, weeds, and other veget~on excopt agr~cultoral crops, trcos, shrubs, flowers, or othez deeorat~ve or ornamantal plans If your property ~s two (2) or more acres, you must mow one hundred (100) feet from any pubhc street or right-of-way and one hundred (100) feet from any adJaCent property under d~fferent ownerstup on wluch a house or business ~s located Smco many residents are not aware that the above ~s a wolaaon ofC~ty ordmanees, a follow-up inspection will be conducted to easure that comphanee has been made by ~lt~N DA~I4 DAY~ Failure to comply by the above date may result m a Mume~pal Court c~tatmn, or the C~ty wdl correct the Trash and Debris wolat~on If the C~ty correats the v~olattan, the cost for services plus an adm~mstrat~ve fee of $ 80 will be bdled to respous~ble paraes If you would hke to (hseuss an arrangement for comphanco, or have any questions, please contact the Code Enforcement office at (940) 349-7819 Sincerely, Code Enforcomont Officer 9 ' ~,genda item /-.~,-:2~' ~ AGENDA INFO~ATION SHEET r)ate_ ~T~/~ / : AGENDA DATE: June 26, 2001 DEPAR'~MENT: F~nance ACM: Kathy DuBose, F~ecal and Municipal Servicas SUBJECT Receive a report, hold a d~scuss~on and g~ve staff direction regarding the Capital Improvement Process and the status of 1996 and 2000 Bond Program pro}cots BACKGROUND In April 1999, the Oty Council approved formation of a SO-member Citizens Adwsory Committee (Blue Pdbbon Committee) composed of seven appointments per Council member with one chairperson appointed by the entire Council The formal charge of the Committee reads as follows "The Ctty Councd charges the spectal Citizen '~ Advtsory Commtttee with the goal of obtalmng clttzen l~put, studytng capttal improvement needs for the next five years, and malang a recommegdatton for projects to be funded tn a January 2000 Bond Electron The Committee's revtew should encompass street constructton and transportatton tmprovements, buddtng constructwn and renovatton, park~ acqu~sttton and tmprovements, public safety facdtt~es, and any other needs tdenttfied by the Committee Ctty staf~ has esttmated a five-year tmlorovement program of $22 6 mdhon using the tradtttonal method cJf issuing ad valorem tax supj~orted bonds Because of thts hmlted fundtng capacity, Ctty Cou~cll charges the Commtttee to review the need for addttlonal fundtng if recommended CIP needle exceed this $22 6 mdhon hmtt Priority should be given to those projects that enhance the quahty of life of current c~ttzens The City Council also charges the Commtttee wtth the responstbdtty of pubhc tnformatton, educatton, and promotion of the adopted five-year capital improvement proposltton for the January 2000 Bond Elect~on " Each Co~mcfl member appointed seven members to the Blue Rabbon Committee and the Council unanxmopsly appointed Euhne Brock as chturperson Ms Brock chose Time Charles as the Committee co-chmr The Commxttee held its first meeting on June 21, 1999 They orgamzed into seven groups to begin gathenng data The groups selected their own chairs and met w~th the following entxt~es Cxty Council, Planmng and Zoning Commissxon, Chambers of Commerce, Umverm$;es and DISD, the County Commissioners, citizens (pubhc meetings) and the City staff In additign, each member was asstgned to ~ntervlew ten lndiwduals for their top five priorities Over 350 surveys were completed After this lnformation-gathenng phase was completed, the Committee reorganized into three project teams Members served on the teams of their choice The three project teams were Facilities, Parks & Recreation, and Transportation The task of these teams was to review all of the projects that were mentaoned in the reformation gathering and survey stage, and then to prioritize them using public input and data provided by the staff Each team went on tours to learn as much as possible about proposed projects On October 4, 1999 the Committee met as a whole Each team presented their team's critical needs, both funded and not funded After consldenng all of this information, the Committee voted unanunously to recommend Capxtal Improvement Program (CIP) projects worth $22 6 million to the Council Further, the Committee also recommended $12 27 million of critical unfunded needs to the Council A motion to attach a "no additional taxes" proviso failed 22-5 The projects themselves received unammous support from the Committee On October 13, 1999 the City Council and Planning and Zoning Commission held a joint meeting At that meeting a public heanng was held by the Planning and Zoning Conzrnlsslon The CIP Blue Pdbbon Committee presented their recommendation to the Planning and Zoning Commission The Committee's recommendation was two-fold The Committee recommended $22 6 million of funded projects plus an additional $12 27 million worth of critical unfunded needs The Committee stressed that they believed that this was the charge given to them by the Council of "providing a $22 6 mflhon list and any other critical needs" that the Committee felt should be recommended The Planmng and Zoning Commission voted 7-0 to endorse the Blue Pabbon Committee's recommendations City Council then unanimously approved a funding option for the program that would implement a two-cent tax increase in both the second and third years, three-quarters ora cent tax increase in the fourth year, and a one-quarter cent tax increase In the fifth year based upon a six-percent annual growth estimate On January 15, 2000 Denton's citizens voted overwhelmingly to adopt the proposed 2000-2004 Capital Improvement Program (see attached brochure gl), and the first year's bonds were sold on May 2, 2000 The 2000-2001 Adopted Budget includes the second year of the five-year program and incorporates the first two-cent tax increase The CIP Bond Election Campaign Brochure (attached brochure #2) states, "If the City's assessed value grows at more than six percent a year, the program could be speeded up and shortened" Because the growth in apprmsed values for 2000 was higher than projected, we were able to accelerate the projected bond program The accelerated projects include street improvements, Airport improvements, construction of the North Branch Library, and the American Legion Hall Annex (see attachment A) On February 1, 2000 City Council appointed a five-member CIP Oversight Committee to momtor, evaluate and report the progress of the Capital Improvement Program Members included the chmrperson and co-ehturperson and co-chairs of the sub-committees Eullne Brock, Tim Charles, Dorothy DamICO, Tim Crouch, Fran Morgan, Greg Sawko, and Jack Swanson make up this committee This Committee meets quarterly to review the progress of the program, approve allocation of and changes in spemfie projects Attachment B ~s an update of the current CIP projects from the January 2000 Bond Election, and Attachment C ~s an update of the Downtown Improvement ProJect approved m the 1996 Bond Program PRIOR ACTIONfREVIEW (Council, Boards, Commissions) Council approved fonuanon of the Blue Ribbon Committee on April 20, 1999 Planmng and Zoning Commission unammously endorsed the Blue R~bbon Committee recommeadanon for the January 2000 Bond Elect~on on October 13, 1999 City Council unanimously approved the recommended $34 87 mflhon CIP project list for the January 2000 Bond Elect~on on October 19, 1999 Voters overwhelmingly approved all three propositions on January 15, 2000 The CIP Oversight Committee was appointed by City Cotmcfl on February l, 2000 and has met on February 7, 2000, March 6, 2000, April 26, 2000, June 5, 2000, September 18, 2000, March 26 2001 and June 11, 2001 City Cotmcfl adopted the 2000-2001 Capital Improvement Program and incorporated the first 2¢ ad valorem tax mcrease on September 5, 2000 FISCAL ,INFORMATION The Bond program ~ncorporates a two-cent tax increase m 2001 and 2002, a three-quarter cent tax merease in 2003 and a one quarter-cent tax increase ~n 2004 The funding for the current year of the Capital Improvement Program is included m the budget EXHIBITS Brochure # 1 - CIP Bond Propositions/Breakdown of Projects Brochure # 2 - Frequently Asked Questions About The 2000-2004 CIP Program Attachment A - 2000-2001 Capital Improvement Program Attachment B - Update of Current Bond ProJects Attachment C - Update of 1996 Downtown Improvement ProJect Respectfully submitted Kathy DuBose, Assistant C~ty Manager Fiscal and Mumclpal Services 3 ATTACHMENT A 5A 6 ATTACHMENT B 7 CITY OF DENTON, TEXAS PARKS & RECREATION DEPARTMENT 321 E McKINNEY * DENTON, TEXAS 76201 (940) 349-PARK * FAX (940) 349-8384 To: Mayor and Members of the City Council From: Ed Hodney, Director of Parks and Recreation ~ ~ Date: June 22, 2001 Subject: Status of Park ProJects--2000 and 2001 Bond Sales The 2000 bond sales included $650,000 for park projects, the 2001 sale was $2,325,000 The park projects and their current status are described as follows 1 Communtty Park.4cqutsttton $1,800,000 A community park site has been targeted for acqmsltlon in the Ryan Road/Teasley area We have opened negotiations with the owner Purchase is now expected during the summer A site search is underway for the eastslde community park 2 Upgrade Extstmg Parks $670,000 These funds have been obligated for construction of roads/parking and related improvements in North Lakes Park, as well as the design of hke improvements in Evers, Mack and Dema parks Construction has begun at North Lakes Park and should be completed this fall Design of parking improvements to others athletic faelhtles will begin late summer/early fall 2001, with construction of these improvements taking place w~th the 2002 bond sale 3 Beautt, flcatton $80,000 } The Water Conservation Landscape at Bell and Robertson has been completed Matched wath Keep Denton Beautiful (KDB) funds } The landscape at the Dallas Drlve/Teasley intersection has been completed Matched with KDB funds ~' The Carroll Blvd (Umverslty to Westway) new median plantmgs and new colored pattern concrete have been completed Matched with KDB and Street Dept funds A second phase (Westway to Hickory) will begin in late 2001 } New trees and lrngatlon will be installed In the Hercules median before summer Matched by KDB } Restoration of the Teasley median ~n front of Sam Houston Elementary ~s scheduled for early 2002 } Restorataon of the Civic Center Park garden will begin in summer 2001 with the renovation of the ~rngat~on system and removal of some over-aged plantings The project wall continue through late 2001 } A new monument s~gn and landscaping for Caty Hall ~s planned, but pendmg the design of a new signage/wayfmdmg system that addresses all C~ty properties and streets 4 Trads &Ltnkages $250,000 } Fred Moore Park bridge and walk ~mprovements have been completed. ~' Trails m Cross Timbers Park will begin m fall 2001 } Bowhng Green Trml has been completed. } Raft Trail constmctmn wall be fhushed this summer 5 ~tmertcan Leg#on Buddtng Annex $175,000 Design wall begin flus summer, wath construction tentatively scheduled for late 2001 Meanwhile, the ¢ommumty has requested addmonal funding through the next Commumty Development program If additional fundJng is approved by the C~ty Council, adjustments can be accommodated m the bmldmg design F ~mva\Clty Council~2OOl\Counci12000 Bond Project Update 6-27 Ol doc 9 DENTON PUBL1C L1BRARY T E X A S 502 Oakland St, Denton, TX 76201 940-349-8566 Fax 940-349-8260 www dentonhbrary com MEMORANDUM DATE. June 21, 2001 TO' The Honorable Mayor and Members of the Ctty Council FROM Eva Poole~ Director ot Literaries SUBJECT Status of North Branch L~brary ProJect Since the last Overmght Committee meeting of June 11, 2001, the following action has occurred on the North Branch Library Project >' All of the bonds for th~s project have been sold for a total of $5,600,000 ~' Schematic design on the Food Lmn bmldmg is about 85% complete We are excited about th~s project and look forward to answenng any other questions you m~ght have about our second branch hbrary EP dl 10 "Dedicated to Quahty Servtce" www cityofdenton com 215 E McKlnney * Denton, Texas 76201 * (940) 349-8535 * Fax (940) 349-7206 Office of Jon Fortune, .4sslstant Ctty Manager, Pubhc Safety and Transportation Operattons MEMORANDUM DATE. June 21, 2001 TO. Honorable Mayor and Council Members FROM' Jon Fortune, Assistant City Manager, Pubhc Safety and Transportation Operataons SUBJECT' CIP Transfer - FY 2001 A~rport Grant On May 21, 2001 Airport management received reformation from the Texas Department of Transportation, Awat~on D~VlSlOn (TxDOT) that the construction phase of the FY 2001 Pdrport Improvement ProJect (ALP) ~s currently estimated at $2 14 mflhon The FY 2001 AIP is a 90 10 matchlng~ grant provided by the federal government and is administered through TxDOT The project ~ncludes the following maintenance and infrastructure ~mprovements that will increase the level of safety at the Denton Municipal Airport (DTO) Rehabflltataon of the runway and mmn tax,way, Remarlang of the runway and main taxlway, Reconstruction of 1,000 feet of the mmn taxlway, Reconstruction of three mmraft parlang ramps, Construction ora mn-up ramp for the north runway, Improved safety hghtmg and slgnage for the runway and tamway, Construction of a hehpad, and Installation of 6,000 feet of security fencing Carter & Burgess, the engmeenng consultant for the project, developed the $2 14 mflhon construction phase estimate that ~s $584,000 over the original estimate of $1,580,000 promded by TxDOT m FY 1999 The 2001 Airport budget currently has $150,000 available in matching funds designated for this project, whmh will leverage a total of $1 5 mflhon in ~mprovements An ad&t~onal $65,000 for the City's 10% match will be needed to complete the project as designed The Bond Oversight Conumttee and the Denton Airport Adwsory Board approved the transfer of $65,000 from the $220,000 CIP package for land acqmslt~on for the proposed runway extension 1 "Dedicated to Quahty Service" The $65,000 will be apphed to the AlP Grant to leverage the remmmng $584,000 in infrastructure improvements and avoid construction delays or potential ~ncreases to construction costs A~rport management ~s m the preliminary stages of the land acquisition process and does not anticipate needing access to the entire $220,000 m FY 2001 for land acqmslt~on Agmn, staffbeheves that it ~s important to capitalize on the opportunity to match the 90 10 federal grant and make needed improvements to the A~rport ~nfrastmcture Should you have any questions concerning th~s request, please do not hesitate to contact me at 349-8535 Thank you for your consideration of ttus request cc Michael A Conduff, City Manager Kathy DuBose, Assistant City Manager, Fiscal and Municipal Services 2 12 ~ 215 E McK~nney Street Denton, Texas 76201 (940) 349-8314 FAX (940) 349-8596 OFFICE OF THE ASSISTANT CITY i~f~NAGER - DEVELOPMENT SERVICES MEMORANDUM To Honorable Mayor & C~ty Council Members From Dave H,II, Assistant C~ Manager- Development Services Date June 21, 2001 Re PROJECT UPDATES 1. Series 2000 Brlnker Road Extension 2 Series 2000 Bonnie Brae 3 Series 2000 Fry Street 4 Series 2000 Miscellaneous Traffic Signals 5 Series 2000 Sidewalks and Bikeways 6 Series 2000 Miscellaneous Streets 7 Series 2001 Miscellaneous Traffic Signals 8 Series 2001 Loop 288 Westem Extension 9. Series 2001 Miscellaneous Streets 10. Series 2001 FM 2t81 11. Series 2001 Hickory Creek Road 12. Series 2001 Miscellaneous Sidewalks and Bikeways 13 Series 2001 Western Loop 288. Transfer to US 77 Project I Series 2000 Brlnker Road Extension - $900,000 Construcbo~ of the Brinker Road extension started on February 5t' The project got off to a slow start because of rain To date, the contractor has completed ubhty hne relocabons, and ~s currently completing earthwork and installing the stormwater drainage system So far, the contractor has used 27 workdays out of 120 contract days 2 Series 2000 Bonnie Brae - $250,000 Th~s money, was ongmally intended to partner w~th the developers of the Smith Tract to complete Bonme Brae from Riney Road to US 77 as a 45-foot street It appears that the developer (Intermandeco) has no immediate plans to develop the northern port~on of their site adjacent to Bonnie Brae The Engineering Department has proceeded with the design of the 1 13 east half of the street, ~nclud~ng at least 2 lanes, curb & gutter on the east s~de of the road, and associated drainage ~mprovements C~ty of Denton street construction crews ara intended to commence construction in fall 2001 3, Series 2(100 Fry Street- $250,000 The Eng~neenng Department completed topography surveying the week of March 19th, during spnng break Design of the street and sidewalk ~mprovements for Fry Street, Avenue A, and Mulberry Street has begun, with bidding antm~pated for th~s fall 4 Series 2000 M,sc. Traffic Signals - Rad,o Controller Equ,pment - $200,000 Th~s equipment has arrived Two s~tes have been ~nstalled The antennae w~ll be located on C~ty of Denton Communications Towers to allow coverage of the enbra c~ty's traffic s~gnal synchromzatlon system This ehmlnates the need to hardw~ra the signal systems together 5. Series 2000 Sidewalks and Bikeways - $200,000 The Emerson and Colorado s~dewalk projects are underway Staff has done field studies for the Carroll and Longndge s~dewalks These projects ara expected to be b~d out, awarded, and constructed by late summer 6 Series 2000 Miscellaneous Streets - $300,000 The following roads were selected as part of the budget process for the 1999-2000 F~scal Year, and the projects are complete ~. McK~nney > Avenue E > Palmwood ~. Oakwood 7 Series2001 Miscellaneous Traffic Signals - $150,000 The San Jacinto / Colorado signal ($115,000) ~s ~n prehm~nary design and cost estimating stage The Carroll Boulevard system upgrades ($40,000) for the s~gnal heads were ordered ~n May 8 Sones 2001 Loop 288 Western Extension - $1 mill,on Project funding ~s intended for the section of Loop 288 between IH 35 and US 380 West, to be used toward the Plans, Specs, and Estimates Phase w~th the county and the Texas Department of Transportation, and to begin ROW acquisition C~ty staff ~s working w~th the county to finish public ~nvolvement stage, after which a preferrad alignment will be selected Part~al project funding for currant design work w~ll be drawn from 1998 ClP funds, through city/county Interlocal agreement expected to be approved by C~ty Council on June 19, 2001 9 Series 2001 Miscellaneous Streets - $2 3 Million The following Roads wera selected as part of the budget process for the 2000-2001 F~scal Year > Windsor, from Hinkle to Bonme Brae-S670,179 > Pennsylvania, from IH 35 to Sandp~per-$532,350 > Atlas, from Redstone to Heroules-$115,425 > Sherman Drive, from Locust to Hercules-S598,179 > Windsor, from H~nkle to Locust-S560,324 ]4 Some General fund monies will be also be used as needed to complete these projects Estimated need ~s $2,476,457 Senes 2001 bond funds avadable total $2 3 m~lhon The concrete section on Windsor through North Lakes Park ~s complete The W~ndsor, Atlas, and Pennsylvania projects are all showing progress now that drier weather has prevaded Rain has slowed project work over the last several months 10 Series 2001 FM 2181-$250,000 These funds plus $200,000 from FM 1830 were allocated toward the Enwronmental Assessment, Preliminary Design Schematic, and Plans, Specifications and Estimates (PS&E's) fo~ the widening of Teasley Lane (FM 2181 ) from 2 to 6 lanes, between H~ckory Creek Road~and L~lhan Miller The consultant ~s underway on the project Th~s is a partnership with the county, city staff has received the first schematic from the consultant to review 11 Series 2001 Hickory Creek Road - $750,000 A consultant was h~red to perform a route study and do cost estimates for H~ckory Creek Road, between FM 2181 (Teasley) and FM 1830 (Country Club) The ~nformabon was presented tO C~ty Council ~n a closed session on February 27, 2001, at whmh t~me the Council d~rected staff to begin design of the road from Teasley Lane to R~verpass Drive (west side of Ryan Ranch Subdivision) Current C~ty of Denton and Denton County funding ($2 3 million total) w~ll not be sufficient to widen the road all the way over to FM 1830, due primarily to floodplain ~ssues The C~ty Council approved a contract with the consultant for the design of Hickory Creek Road from R~verpass Drive to Teasley Lane on Apn117, 2001 To date, the consultant has completed the draft schematics, which have been rewewed and are being rewsed The next step w~ll be to hold a neighborhood meeting once the schemabcs are ~n an acceptable form to receive ~nput prior to beginning the detailed design work 12 Series 2001 Miscellaneous Sidewalks and Bikeways - $200,000 On March 26, 2001, staff recommended that the Oversight Committee select from the following projects, using $200,000 ~n Miscellaneous S~dewalks and B~keways funding for fiscal year 2000 - 01 I Mountain Bike Trail - $50,000 2 Bike Lanes (in accordance with Mobility Plan, Phase I and 25% of Phase II) - $75,000 3 Civic Center Park Sidewalk (Withers to Locust) - $75,000 4 Elementary School Sidewalks - $50,000 The Oversight Committee quesboned the use of transportation funds for a mountmn b~ke tra~l (wewed more as a recreational project), and asked staff to confirm that McK~nney Street s~dewalks were funded before making a recommendabon to C~ty Councd Staff has s~nce confirmed that on May 15, 2001, C~ty Councd approved $84,525 for McK~nney Street s~dewalks (new construcbon between Frame and Janme, and replacement where necessary from Janme to Campbell) The McKinney s~dewalk funding ~s subJect to final approval as part of the c~ty's budget adoption process 3 ]S > New Funding Request After ,March 26tn, c~ty staff was approached by the Denton Independent School District (DISD) regarding the need for s~dewalks along Ryan Road for the new Ryan Elementary School Dunng the joint C~ty Council / DISD Board meeting held on May 16, 2001, the following ~nformation was presented o South Side of Ryan Road' $$0,000 DISD requested that the city install 880 hnear feet of 5-feet wide s~dewalk on the south s~de of Ryan Road between the school s~te and Thistle H~II Subdivision, roughly estimated to cost $12,500 R~ght-of-way (ROW) acquisition would also be ~nvolved, roughly estimated to cost $37,500 The south s~dewalk was ~denbfied as the first priority for Ryan Elementary School pedestrian and b~ke needs o North Side of Ryan Road' $350,000 DISD also requested that the c~ty ~nstall a sidewalk on the north s~de of Ryan Road, extending 1 5 miles to the east of the school The length requested ~s directly related to DISD's 1 5 m~le "walk zone" - students hwng w~th~n 1 5 miles are expected to be able to walk or bike to school, students outside the walk zone are ehg~ble for DISD-prowded bus transportation Unbl s~dewalks are provided, DISD will temporarily offer bus transport to students ms,de the walk zone, using pick-up points along Ryan Road The costs for the project are roughly estimated as 1 R~ght-of-way acqu~slbon $120,000 2 5-feet wide, 1 5-mile long s~dewalk $110,000 3 2 Pedestrian bridges @ $50,000 $100,000 4 Retaining walls / Slope stab~hzat~on $ 20,000 Staff~presented the Ryan Elementary School s~dewalks project for Oversight Committee as a discussion ~tem on June 11th The project was brought forward because of student safety concerns and because the school is scheduled to open ~n August 2001 Staff~dld not ask for an Oversight Committee recommendation for use of the m~scellaneous sidewalk funding for two reasons (1) The estimated $400,000 s~dewalk project far exceeds the $200,000 available for Ser~es 2001 M~scellaneous S~dewalks, and the source of additional funding has not yet been ~dent~fied, and (2) Ryan Road is slated to be w~dened eventually, from two lanes to a s~x-lane artenal, and staff cannot provide any assurances at the current bme that the proposed s~dewalks would not be demolished to make way for the road widening Staffers ~n the process of h~nng an eng~neenng consultant to determine the proper alignment for a vadened Ryan Road, and to determine more precisely the associated ROW acqu~slbon and construction costs The Oversight Committee agreed that the Ryan s~dewalk project was important g~ven student safety concerns, and also agreed 4 that further analysis as proposed by staff should be conducted before a funding decision Js made 13 Series 2001 Western Loop 288' Transfer to US 77 ProJect On June 11 ,; 2001 the Oversight Committee authorized the use of Loop 288 2000-01 CIP funds toward the US 77 project, ~n an amount not to exceed $380,000, based on the explanation that follows Estimated Expenses {beyond existing US 77 ClP funding) > Completion of US 77 ROW acqu,sition $352,000 ~ Funding supplement to TXDOT Agreement 28,000 > TOTAL $380,000 Funding Source > Loop 288 2000-01 (Phase I) > Available $1,000,000 1 Authorization Use of an amount not to exceed $380,000 for the US 77 Project > Loop 288 2003-04 (Phase II) > Available $250,000 1 Authorization Request' $0 o Funding availability is anticipated in FY 2001-02 US 77 Project Background The Sones 2001 project hst ~ncludes $1,450,000 for US 77 That amount w~ll be used to leverage state funding for two dlsbnct secbons of US 77 I North Section. US 77, from US 380 to IH-35 Th~s project raqu~rad the commitment of $1 2 million ~n construction funds to the Texas Department of Transportabon (TXDOT) to widen US 77 from two to four lanes (using Elm and Locust as an oppomng one-way pair for part of the route), connecting University to Interstate H~ghway 35 north of the outlet mall The construction contract for th~s $13 m~lhon roadway project ~s scheduled to be awarded in fall 2001 The city has also been responsible for r~ght-of-way (ROW) acquisition, a process that was imt~ated m 1988 Thus far, more than $700,000 has been spent or reserved for over 50 acquisitions An esbmated $352,000 ~s requested to enable about 15 more property closings 2 80uth Section. US 77, from US 380 to Eagle This proJect involves the use of $250,000 for selected curb and gutter repair on Elm and Locust between Umvers~ty and Eagle Drive TXDOT w~ll then resurface these roadways, beg~nmng ~n September 2001 Another secbon of US 77 (Dallas Dnve, frOm Teasley to Callaway Gardens) will also be rasurfaced as part of this project TXDOT construction permits have been secured by the c~ty, and the curb/gutter repairs began th~s month 5 ]? Funding Shortfall - ROW Acquisition The C~ty of Denton ~s required to complete all ROW acquisition before construction begins mn fall 2001 The cost of ROW acqu~s;t~on ~s above and beyond the $1 2 m,lhon needed for the c~ty's share for construction costs The cost of ROW acquisition has exceeded ~nit~al estmmates, primanly due to changes ~n land values s~nce the project started ~n the late 1980's Staff ms neanng the final stages of the acqumsmtion, and, despite strong efforts to reach voluntary agreements w~th all property owners, some condemnabon proceedings wmll be required which w~ll also contnbute to ~ncreased project costs Funding Shortfall - TXDOT LPFA The City of Denton recently entered ,n an agreement w~th TXDOT called a ~LPFA" (Local Project Funding Agreement), commmtt~ng the c~ty to pay $1,228,000 toward US 77 construction costs The current CIP funds available for the c~ty/TXDOT agreement total ,$1 2 milimon, leaving a shortage of $28,000 Why~ use the Western Loop 288 Extension Funds? C~ty of Denton commitments to the US 77 project must be secured before fall 2001, when TXDOT expects to let the construction contract Approximately $13 m~ll~on ~n state and federal funding could be lost ~f these commitments are not honored Typically, when addmbonal capital project funding ms needed, other ClP fundmng hnes that are ~nactmve are evaluated to determine ;f sh~ft;ng can occur Project funding can be borrowed and then 're~mbursed" m subsequent bond programs The Western Boulevard Project ($800,000) and the Loop 288 Extension ProJect (Phase I - $1,000,000 & Phase II - $250,000) have not made any progress to date During a bnefing m November 2000, the C;ty Counc, I was reluctant to ehm~nate the Western Boulevard Project The Loop 288 Extension funds (for the new western section around the amrport) are intended to be leveraged w~th Denton County funds, and the county has mnd~cated that the city's share would not be needed unbl near the end of the 2003-04 fiscal year If the C~ty of Denton continues to accelerate ~t's bond program and compress the current 5-year CIP program ~nto 3 years, the Loop 288 funding w~ll s~t dormant for 2 more years The Oversight Committee authonzed the use of an amount not to exceed $380,000 for the US 77 project out of $1,250,000 reserved for the Western Loop 288 Extensmon, leawng $870,000 ~n reserve for Loop 288 6 ATTACHMENT C Attachment C CITY OF DENTON, TEXAS PARKS & RECREATION DEPARTM 321 E MoKINNEY * DENTON, TEXAS 76201 (940) 349-PARK * FAX (940) 349-8 To Mayor and Members of the City Council From: Ed Hodney, Director of Parks and Recreation ~ ~ Date: June 22, 2001 SubJect. Update of 1996 Downtown Improvement Project The Downtown Improvement Project was originally conceived through a community "visioning" process m 1994-1995, a process m which several hundred cltazens participated During thas process, concept drawings were produced by Dallas-based Corgan Assocmtes in concert wath a committee that was charged wath defining amtmtaves that would help make Denton a "great place to lave, work, learn and play" Subsequently, the concept for this project was Included in the 1996 bond election by a "blue ribbon" CIP commattee composed of 51 Caty Councll-appmnted residents A brief hastory ofthas project, from concept stage to constmctmn as attached for your review (Attachment 1) In Attachment 2, we have listed the meetings that have been held with multiple stakeholder groups, as well as the general public, during the project planning phases The objectaves of thas project were to improve the overall appearance of the Courthouse Square area, establish a more pedestrian-friendly setting, amprove traffic flow, reduce exastmg pedestnan-vehaeular conflicts, eliminate pedestrian hazards on the s~dewalks and an the street, amprove wheelchmr access from parking spaces to sidewalks and reduce m~nor drainage problems m the parking zones These objectlves~estabhshed through extensive discussions wath resadents and businesses on the Square-- are to be accomplished through new sidewalks, curbs, brick paver treatments to the sadewalks and crosswalks, all elements currently under constmctaon by the Caty's contractor Over a four-year desagn phase, several issues surfaced and were resolved through &scuss]ons with project stakeholders The most sagmficant issues, summarazed an Attachment 3, related to the need to maximize parking whale achaevmg the projects other objectives, and preservang the elaglhahty of the Courthouse Square as a National Hastorlc Dastract (subsequently desagnated as such) Other concerns related to the schedule and sequencang of construction were addressed with busntesses, prior to the City Counml's award of the construction contract The contractor is expected to complete its work by October 2001 New lane and parking space markings wall be installed by City fomes as the contractor completes various stages of the project After the contractor as done, the Caty wall mall the examng asphalt and overlay the streets to establish final grades and drmnage 1 2O The approved plan for the project includes other elements that depend on future public or private funding, including S,te furmture, landscaping and ~rngat~on for the comer br~ck "landings" at each Intersection, · The extans~on of the pavement and landscape features west along H~ekory Street to Bell Avenue, · The construction of s~mllar ~mprovements on Walnut, Cedar, Austin and Pecan streets Tbas particular element relies on the conversion of these streets to one-way traffic, in order to estabhsh more parlang adjacent to the Square and improve the appearance of these areas Parks and Recreation, Keep Denton Beautiful and Mmn Street Office staff are presently working to secure funding for the landscaping, ~mgatlon and site furniture The Main Street Association has committed some of its funds as a match to secure a Neighborhood Empowerment grant from the C~ty a~d funds from TXDOT's cost-sharing program All other phases of the plan, if desired, wtll require funding from as yet undetermined sources Cop~es of the original Vision for Denton concept drawings, the master concept .]~lan and the construction drawings will be avmlable for review at the City Council at the June 27"' meeting Estimated Pro,lect Schedule Construction ~s projected for completion in October 2001 The implementation of other elements of the project concept plan may commence as funding ~s secured Fiscal Information $700,000 was allocated to the project in the 1996 bond program Another $51,000 was allocated from Street bonds toward the mdhng and resurfaemg of the streets involved m the project $695,625 was appropriated for the current construction contract Attachmgnts 1 History of project 2 Ltst of Meetings with Stakeholder Groups 3 Report to the C~ty Couneti, dated June 12, 1998 and August 8, 2000 2 21 ATTACHMENT 1 DOWNTOWN IMPROVEMENTS PROJECT HISTORY 1994-1995 Project concept is formed through V~sion for Denton process 1995 City Council-appointed Blue R~bbon CIP Committee conducts public meetings and stakeholder ~nterv~ews to develop new bond program, recommended projects approved after multiple pubhc hearings by the Planmng and Zomng Commission and C~ty Councd 1995-1996 Blue Ribbon Committee conducts privately funded campoagn ~n support of bond program 1996 Voters approve all bond propositions by margins of 70-80% 1997 Public Improvements Committee formed by Vision Cabinet to guide planmng efforts for Downtown Improvements project Work begins on refined concept drawings In summer 1997, The Longhorn Gallery ~s completed at the comer of Elm and Hickory Sidewalk and landscape ~mprovements are constructed in partnership w~th the bmld~ng owner, estabhshmg an advance model for the rest of the project 1998 Concept plans reviewed w~th various ~nterests, ~ncludmg H~stonc Landmark Commission, Moan Street Association, V~sion Cabinet, C~ty Council and through open public meetings Design placed on hold m June 1998, pending a ruling on the City's apphcat~on for des~gnataon as a National H~stonc D~str~ct 1999 City Council approves contract w~th Armstrong-Berger for design development and construction dravangs Design process continues through a series of meetings and reviews w~th all stakeholder groups (see Attachment 3) 2000 Design continues through public meetings and reviews F~nal construction drawings are reviewed on August 8th by the C~ty Council, which then d~rects staff to proceed w~th project b~dd~ng 2001 C~ty enters into a contract with TRI DAL Inc on February 6th Construction work begins on March 27t~ Projected completion ~n October 3 ATTACHMENT 2 STAKEHOLDER AND PUBLIC MEETINGS HELD TO REVIEW DOWNTOWN IMPROVEMENTS PROJECT PLANS Open Public Forum (concept plan rewew) Apr:l 29, 1998 Cl.~y of Denton Historic Landmark Commission (concept through final plans) February 9 1998 March 9, 1998 June 8, 1998 January 10, 2000 March 20, 2000 April 10, 2000 Main Street Association (concept plan through final plans) March 20, 1998 Febmary 1999 June 18, 1999 October 1999 May 19, 2000 June 16, 2000 July 21, 2000 September 22, 2000 Downtown Businesses and Residents (concept plan through final drawings) November 9, 1999 December 5, 1999 February 15, 2000 March 7, 2000 August 10, 2000 August 15, 2000 4 i~ ATTACHMENT $ ~ CITY OF DENTO_N, TEXAS PARKS & RECREATION DEPARTMENT 321 E M=KINNEY · DENTON, TEXAS 76201 (940) 349-PARK · FAX (940) 349-8384 MEMORANDUM To. Mayor and Members of the City Councd From: Ed Hodney, Director ~ /~/~ Parks and Recreation ~}e~ent Date June 12, 1998 Subject: Report on Downtown Improvements ProJect At last report, I reformed the City Council that some concerns had been expressed by the Historical Landmark Commission, members of the Main Street Association and others regarding the concept plan for the "streetscape' ~rnprovements around the Courthouse Square The Public Improvements Committee, formed to grade tins project, has s~nce conducted a public meetrng and sohc~ted addit~onal comment on the concept plan It is t~rne for us to update you on tins project After reviewing all comments, the committee has recommended that the Cxty staff advance the design of the streetscape unprovements, "cautiously and subject to" several changes and conditions agreed to in a rneetm§ on June 1't Margaret Srnxth, chart of the committee, has composed a letter that will be sent to those who have participated in the rewew of the plan A copy of Mrs Srmth's letter ~s attached for your ~nformatmn, along w~th the committee's June l"t recommendations Unless otherwise chrected, I will secure a consultant to develop construction plans and subrmt a contract for C~ty Council conslderatxon sornetune rn August or September Please feel free to contact me with any questions regarding tins project Attachments Letter frorn Margaret Srmth Minutes of the Public Improvements Committee c Ted Benawdes, Cxty Manager ~ck Svehla, Deputy City Manager Michael W Jez, Assistant C~ty Manager of Operations 24 DRAFT ARer ivoter approval of the 1996 capital unprovements program, a Public Improvements Comm~s~tee was established to Bmdo City staff and consultants on the ~Sl~l of "streetscape tmprovenients" to the streets around the Courthouse Square and alon~ I-hckm'y Street. These unprovements essentmlly nurror the work that was constructed a year ago at the comer of Ehn and I-hckory, next to the Longhorn Cmllery I wa~ asked to chan' 1h~ committee A cog~ept plan for this pro.~ct has been completed and sub.~ected to mtmme public review, including an open pubhc m~l~ng at the Civic Center on Aprd 29, 1998. Some of you 1rove pamc~pated m th~s reviow On June 1=, the coram~ttee met to con~ider the comm~ents recmved through the review process and to decide upon the next course of Mmut~ fi.om the June 14 mzetmg are attached for your review In summary, the Public L~lp/D¥omants Comm~ _ha_~ r~omm~nd~d to Cl~y 5t~ that a colx~Bltsnt bo ~ ~ ~ ~ possible to dzvelop pi .a~ and construction documents A number of elements fi.om me concept plan drew cnt~m~m, pamcularly the Texa~ Star motif m the ~eet mter~c~en~ the m~d-block pedes~an crossings and any assocmted reduction m parking SP~ AS the m!nB~s ~ow, the comm~oo h~8 r~ommendod that these element~ be ebmma~J fi.om the proj~t plan~ Another mgmficant enncem, expre~med by the City's H~stonc Landmark Commission, wa~ that certain elzments of the concept plan nught negatively ~mpact Denton's pending apphcatmn for National I~tonc Register ~tatus We believe that the comrmttee's recommended changes to the concept plan, along w~th a parallel process for both pro.~eet des~g~ and review of the iu~tonc &~tnct apphcat~on ~hould resolve such issues Finally, despite the concerns expre~ed about the concept plan, th~s pro. leet st~ll seems to en?oy !general support, especially among the business commamty around the Square The members of the Public Improvements Committee believe that it ~s t~me to advance this pro?eot, cautiou~ly and ~ubject to the attached recommendations 25 Please feel free to contact me or ~my member of the ¢OlIlllllttee with questions about this important project for downtown Denton A roster of the committee is attached for your convenience Sincerely, Comm~ ~ Attachments Meeting Minutes J~mo 1~ Roster of the Pobhc Improvements Commit~ee c Pubh¢ Improvements Committee Members Denisha Wflhams, Mare Street Manager Ed Hodney, Dm~tor of Parks and Recreatmn 26 PUBLIC IMPROVEMENTS COMMITTEE MEETING NOTES JUNE 1, 1998 Downtown Improvements Project Present. Margaret Smith. Cha~ Fred Patterson Barbara lhsser Bill Thomas Macha~l Monticmo Derasha Williams Ed Hodney · Reviewed comments received from public meeting held at the Ciwc Center on 4-29- 98 · Agrsed to elmimate the Texas Star f~se from the strut intersections However, Stars vall be retmned m the concapt, to be applied perhaps at smaller scale m slgnage, walk~ otc · Agr~d to eliminate mid-block orossmgs from the project, matcad possibly eddmg cr0ss-walk/comzr treatments at tbe mtsrs~tious on the Square md one block off the Square It is thought that ~s edded featoro would help to slow down or"calm" traffic e~tenng the Square and would pull m Auatm, Walnut, Pecan and Cedar streets as part o~the overall plan · Agreed to replace the tur~grezmpace treatment on the ms,de comers of the mtzrse~ous ruth pavers or other hard surface · Q~estioned the effectiveness/usefulness of the ate furmtore, as presently used at Elm and Hickory. Will continue to consider more user-friendly locaUom for thee items as plms progress. · Agreed that the vade sidewalks, corrections in curb elevations, decorative brickwork and landacapmg were cnUcal elements of the project · Dncossed the ueed to look at other onprovements on Walnut, Austin, Cedar and Pecan streets that could be made a part oftlus project Ideas mclude one-way traffic on these stores, walk unprov~ments, renrgamzed perking, screened trash contaum~ · Agreed that m~s must be used strategically and must not negntively affect adjacent bUsmessas · Denisha felt that the above proposed changes m~ght mitigate the concerns of the Historic Landmark Comm~ssion(HLC) for ttus project She noted that the design process for the Downtown Improvements project would hkely overlap the dates by which the Commission's application for lustonc chstnct status vail be decided (November 1998 by State of Texas, January 1999 by the National Park Service) Such o~erlap vail allow us to continue pubhc &alog until decisions are reached regarding tho HLC's application and project design is completed. · Agreed that the Public Improvements Committee forward a recommendation to the C~y to proceed vath the design phase of th~s project, subject to each of the above comments. Further, agreed to forward letters to the Vision Cabinet, Mare Street ASsociation, Downtown merchants and the I-hstonc Landmark Commission vath a copy of these minutes EH 6-4-98 Pubhc Improvement Committee Margaret Srmth, Chasr Staff 2216 Archer Trail Ed Hodney Denton, TX 76201 Demsha Wflhams ext 8529 382-3296 Bill Thomas Gary Hudson Ethan Allen Furmture Ftrat State Bank 200 W Oak P O Box 100 Denton, TX 76201 Denton, TX 76202 382-2125 381-7359 Fred Pole Fred Patterson Umvemty of North Texas Denton Record Chromcle P O Box 13737 P O Box 100 Denton, TX 76203 Denton, TX 76202 565-2103 387-3811 Dan Martin Martin Parlang Systems 620 W Hickory Denton, TX 76201 380-8184 Machael Montacmo 3605 Forrestndge Denton, TX 76205 565-4693 Barbara Passer 278 Daxqd Fort Argyle, TX 76226 240-3027 Bob & Bette Sherman 32 Trmbergreen Ctrcle Denton, TX 76205 484-8778 Larry L'Heureux (LaRue) Selwyn School 3333 W Umverslty Dr Denton, TX 76201 382-6771 28 Aoend~ No ~ ^Oenda Item ~ ~'-~ ~ ~ Date_ *- AGENDA INFORMATION SHEET AGENDA DATE' August 8, 2000 DEPARTMENT Parks and Recre~tw.n ACM Dave HlU SUBJECT: Receive a report, hold a discussion and give staff direction regarding the construction of streetscape improvements around the Courthouse Square BACKGROUND: The 1996-1999 CIP included $700,000 for the design and construction of "streetseape" improvements around the Courthouse Square and along Hickory Street to Bell Avenue The objectives of the project are 1) to improve the appearance of the area, 2) to provide for a safer, more pedestrian-friendly environment, 3) to provide for bicycle traffic linkages, 4) to improve the organization of vehicular traffic and parking, including handicap spaces, 5) to correct poor drainage Each of these objectives is to be accomplished w~thout a loss of parking spaces and w~th minimal negative effect on area merchants dunng the construction phase The original vision for this project included the streets around the Courthouse and the section of Hickory Street that runs from Bell Avenue to the Square (the "arts eomdor") Due to funding constraints, plans have been prepared only for the work immediately around' the Square Future funding wtll be required to accomplish improvements on the streets one block off of the Square (Cedar, Austin, Pecan and Walnut) and the arts comdor The designed project scope includes sidewalk replacement, new brickwork crosswalks, landscaping, site furniture, and signage similar to that already in place at the corner of Elm and Hickory (Exhibit A) Full-scale drawings will be presented at the August 8t~ meeting Throughout the planning and design phase, staffand the project consultants work closely vath representatives of Vision for Denton, Main Street Association and other downtown merchants Numerous meetings have been held to develop the design concept, make decisions regarding traffic and parlang patterns, and test the consultant's solutions against the needs of the businesses and residents around the Square Plans and construction document have been completed for this project, and staff is prepanng to advertise for bids Recently, a meeting was held with members of the Main Street Association to review the latest set of plans and to discuss the construction schedule Those in attendance expressed support for the current design However, the group requested that the City not initiate major construction until after January 2001, in order to avoid disruption of business dtmng the busiest shopping period of the year In order to advance the project and mlmmlzed the escalation of construction of construction prices over time, staff IS presently exploring the pusslblhty of letting a construction contract pnor the end of 2000 to implement some project elements that would not significantly disrupt business activity We wll ipursue this option only after the merchants are satisfied that their interests have been protected OPTIONS: 1 'D~rect staff to proceed w~th the project, as recommended 2 Direct staff to address any further issues and concerns identified by Council Members, and revisit this project at a future work session Should the City Council support the project as designed, the staff recommends that the constmciion bids be sought as soon as practical, dependent upon agreement w~th the merch~mta regarding elements that could be constructed vath mlmmal disruption to busmass~ during the hohday shopping season ESTIMATE SCHEDULE OF PROJECT; A construction contract should be awarded no later than December 2000, vath construction bern§ completed by November 2001 Should the merchants agree, a construction contract could be awarded prior to December, allowng work to proceed on certam elements of the project. PRIOR]ACTION/REVIEW: This is the City Council's first review of the t~mal design There have been numerous presentations to the Vision Cabmet, m which several Council Members have been involved FISCAL INFORMATION: $?oo,oo0 m 199s funds I XHIBiTS: 1. Exlublt A--project s:te plan Respectfully submitted Ed Hodney ~ D~rector of Parks and Recreation F ~admln\Clty CounciI~AOENDA INFORMATION SHEET Downtown Imptovments doc t RuG 0~ OU 05:04p Gonzalez & SohneebepG EnG ,~14-881-1431 EXHIBIT Ill I l Illh~ll 11 1 JOA3AEI(~S 9 S~:~::;NIgN3 '9t:I3g:3]NHOS t~ Z31VZN09 O00Z c~ §0 /l ~0 5nv po~ §~p ~:tyf]OS-M~]N\NOLH]O\:lOel;o,.JCl\pa,JetlS\ 3 Agenda Item -~'~' -~---~ AGENDA INFORMATION SHEET AGENDA DATE: June 26, 2001 DEPARTMENT' C~ty Manager's Office CM M~ke Conduf£ SUBJECT Consider nominations and appmntments to the C~ty's Boards and Comm~sslons BACKGROUND Each City Cotme~l Member ~s responmble for makmg nominations for board and comm~ssmn places assigned to h~m or her Indlwdual C~ty Council Members w~ll make nominations to the full C~ty Cotmcll for the Council's approval or d~sapproval at the next regular scheduled meeting Attached is a hst detalhng the nommatmns made at the June 19' Councd meeting A vacancy has been created on the Airport Adwsory Board due to the nomination of Joe Roy to the Planning and Zomng Comm~ssmn If that nomination ~s approved, Councd Member McNedl wall have a nommat~on to make to that board In addition, Brenda Phllhps has resigned from the Parks, Recreation and Beautlficat~on Board That vacancy ~s noted under that board and is a nom~natlon for Councd Member McNedl Staff has also researched the orchnances estabhshmg the Community Development Advisory Committee, the Human Services Advisory Committee and the H~stonc Landmark Commission and there appears to be no state legislation that would reqmre membership on those boards to be greater than seven members Cotmcd would need to adopt ordmances redefimng the three boards should it demre to reduce the number of members on those boards Respectfully su~d e~ fear Wa~llers~ C~ty Secretary BOARDS/COMMISSION NOMINATIONS AIRPORT ADVISORY BOARD Dtst Current Member Nomtnat~on Term Counctl 1 Hal Jackson 1999-01 Redmon 2 Rtck Woolfolk Lan'y Luce 1999-01 Fulton 6 Don Smith 1999-01 Burroughs 4 Joe Roy 2000-02 McNelll ANIMAL SI~P,I,TER ADVISORY COMMITTEE Dzst Current Member Nomtnatton Term Council 7 Bob Rohr Susan Wemkeln 1999-01 Brock 3 Lynn Stucky 1999-01 Phillips 4 Jenm fer Walters Jennifer Walters 1999-01 McNedl CIVIL SERVICE COMMISSION I Dtst Current Member Nomtnat~on Term I 0 Tory Cacti 1998-01 City Manager ,COMMUNITY DEVELOPMENT ADVISORY COMMITTEE Dtst Current Member Nommatton Term Councd 1 Harry Bell Harry Bell 1999-01 Redmon 2 Pat Colonna 1999-01 Fulton 4 Diane Crew Hank Dmkenson 1999-01 McNelll 6 Peggy Fox 1999-01 Burroughs CONSTRUCTION ADVISORY & APPEALS BOARD Dtst Specialty Current Member Nommatton Term Councd 1 General Contractor Bill Redmon 1999-01 Redmon 3 General Contractor Jay Thomas 1999-01 Phillips 5 General Contractor Scott Rachter 1999-01 Beasley Rep fi:om 6 electrical industry Doug Grantham 1999-01 Burroughs 7 Rep from plumbing industry Frank Cunnmgham Frank Cunmngham 1999-01 Brock 2 Seat Current Member Nomtnatton Term Counctl 7 Rosemary Rodnguez 1999-01 Brock 7 Katie Flemmmg 1999-01 Brock 7 Mark Chew 1999-01 Brock HISTL, RIC LANDMARK COMMISSION Dtst Current Member Nomtnatton Term Councd 2 l,anelle Blanton 1999-01 Fulton 4 Barry Verm~lhon 1999-01 McNefll 5 Peggy Cal~ps 1999-01 Beasley 6 John Bmnes 1999-01 Burroughs 1 Steve Boedeker Steve Boedeker 1999-01 Redmon 3 Steve Johan.qson 1999-01 Phflhps HUI~.~-,~, SERVICES ADVISORY COMMITTEE Dtst Current Member Nomtnatton Term Councd 4 Audrey Bryant 1999-01 McNefil 5 James MeDade 1999-01 Beasley 1 Mae Nell Shephard Mae Nell Shephard 1999-01 Redmon 3 Betty Tombouhan 1999-01 Phflhps 5 Peggy Kelly 1999-01 Beasley 6 Kent Miller 1999-01 Burroughs 7 Ehnor I4nghes 1999-01 Brock LIBRA.,~ .' BOARD Dtst Current Member Nomtnatton Term Counctl 5 Ken Ferstl 1999-01 Beasley 6 Adrienne Noms 1999-01 Burroughs 2 Carroll Trml Judy Deck 1999-01 Fulton 3 PARKS, .~ECREATION AND BEAUTIFICATION BOARD Dtst Current Member Nomtnatton Term Counctl 5 Don Edwards 1999-01 Beasley 6 Teresa Andress 1999-01 Burroughs 7 D~tlton Gre~,orv Dalton Gregory 1999-01 Brock 1 Gwendolvn Carter Shalaura Logan 1999-01 Redmon 4 Vacant 2000-02 McNefll PLANNI~-G AND ZONING COMMISSION Dtst Current Member Nomtnatton Term Councd 4 g.h ~abeth Gourche 1999-01 McNefll 7 Sn~an Apple Joe Roy 1999-01 Brock 1 Carl Wflhams 1999-01 Redmon 2 Rudy Moreno Bill Ke~th 1999-01 Fulton PUBLIC UTILITIES BOARD Dtst Current Member Nomtnatton Term Councd 6 Charldean Newell 1997-01 Burroughs 4 VACANT Bill Cheek, Jr 1999-03 Fulton TMPA BOARD OF DIRECTORS Seat , Current Member Nomtnatton Term Council 0 Sandy Knstoferson Jack Miller * 1999-01 ALL · Nommataons will still be considered at the next meeting TRAFFI~ ~,AFETY COMMISSION Dtst Current Member Nomination Term Counctl 3 Marshall Smith 1999-01 Phflhps 4 M~chael Montmmo 1999-01 McNefll 7 Pat Cheek Pat Cheek 1999-01 Brock 4 ZONL~G BOARD OF ADJUSTMENT Dtst Current Member Nomtnatton Term Council 3 Greg Mmrhead 1999-01 Phdhps 6 ByronWoods 1999-01 Burroughs 7 John Johnson 1999-01 Brock 1 Tom Reece Tom Reece 1999-01 Redmon 4 Jon Bergstrom Grant Jacobson 1999-01 McNelll 0 Grant Jacobson (Alt 1) James Ydrkpatnck 1999-01 ALL 0 Jmaes ~ck (Alt. 2) David Gumfor7 1999-01 ALL 0 David Gumfory (Alt 3) 1999-01 ALL / _ AGENDA INFORMATION SHEET ' AGENDA DATE: June 26, 2001 DEPARTMENT: Legal CM/DCM/ACM: Herbert L Prouty, City Attorney SUBJECT A resolution requesting the Denton County Commissioners to place the City of Denton ~n,one county commissioners' dastnct BACKGROUND The Denton County Commissioners have begun the process of red]smctlng The County Commissioners have appointed a sub-committee The Mayor of Flower Mound and the Mayo~ of Lewlswlle w~ll serve on the committee The City Councd may want to add to the attached resolution a request to allow the Mayor of Denton to serve on the Committee In addition, the resolution requests that the Denton County Commissioners put the City of Denton in one County Commissioner d~stnct OPTIONS 1 The City Council may pass the resolution 2 The C~ty Council may consider adchng to the resolution some of the ~tems discussed 3 The City Council may decide not to pass the resolution RECOMMENDATION: Staffrecommends approval oftheresolutlon FISCAL IMPACT There is no fiscal Impact as a result of this resolution Respectfully submitted Herbert L ~routy Czty Attorney RESOLUTION NO A RESOLUTION OF THE CITY OF DENTON, TEXAS, REQUESTING THE DENTON COUNTY COMMISSIONERS COURT TO PLACE THE CITY OF DENTON IN ONE COUNTY COMMISSIONERS' DISTRICT, AND PROVIDING AN EFFECTIVE DATE WHEREAS, the Denton County Commlsslongrs' Court has certatn responmbfl~t~es for redmtnct~ng under federal and state law including, but not hnuted to, Amendments 14 and 15 to the Umted States Constitution, U S C A (West 1987), and the Voting Rights Act, 42 U S C A § 1973, et seq (West 1987 and Supp 1999), and Tex Gov't Code Ann §§ 2058 001 and 2058 002 (Vernon Pamph 2000), and WHEREAS, the Denton County Comm~smoners Court has appmnted a committee and held a meeting concerning redistricting, WHEREAS, the Denton C~ty Council demres to promde Input dunng the re&stnctmg process to the Denton County Commmmoners Court, and WHEREAS, the C~ty Council requests that the Denton County Commlsmoners' Court place the C~ty of Denton m one commmmoner's d~stnct, NOW THEREFORE, THE COUNCIL OF TIlE CITY OF DENTON HEREBY RESOLVES SECTION I That the City of Denton requests that Denton County Commasmongrs' Court place the City of Denton m one county comnusmoner's district SECTION II That the City Secretary submit a mgned copy of tlus resolution to the Denton County Commmmonors' Court SECTION II This resolution shall become effective ~mmedmtely upon 1ts passage and approval PASSED AND APPROVED tins the day of ,2001 EULINE BROCK, MAYOR ATTEST JENNIFER WALTERS, CITY SECRETARY BY APPROVED AS TO LEGAL FORM HERBERT L PROUTY, CITY ATTORNEY DIVERSIFIED UTILITY CONSULTANTS, INC PRESENTATION ON TXU-GAS DISTRIBUTION'S APPLICATION TO INCREASE RATES IN THE NORTHWEST METRO/MID-CITIES CITY cOUNCIL MEETING - JUNF 26, 200l DIVERSIFIED UTILITY CONSULTANTS, INC 12113 ROXIE DRIVE SUITE 110 AUSTIN FX 78729 JUNE 26, 2001 ATTACHMENT 1 TXU GAS NORTHWEST METRO MID CITIES RATE INCREASE REQUEST TEST YEAR ENDING SEPTEMBER 30, 2000 COMPANY COMPANY LINE PRESENT ADJUSTMENTS PROPOSED RESIDENTIAL COMMERCIAL INDUSTRIAL NO DESCRIPTION AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT I PRESENT REVENUES 2 EASE RATE REVENUE $135 115,801 $7 509 763 $142 625 564 $83 295 206 $49 128 129 $2 692 466 3 CAS COETADJ REVENUER $58991 742 $0 $58991 742 $34410233 $22598994 $1 982515 4 REVENUE RELATED TAXER $4 357,203 $0 $4 357 203 $2 518 264 $1 565 001 $273 938 5 MISCELLANEOUS REVENUE PRESENT $1 080,812 ($150 790) $930 022 $988 657 $90 520 $1 634 6 TOTAL REVENUE PRESEI~t' $199 545,558 $7 358 973 $206 904 531 $121 212 360 $73 382 644 $4 950 553 7 EXPENSES OPERATING 8 GAS COST CITYGATE $141,513,305 $0 $141 513 305 $81 966 488 $56 788 241 $2 758 576 9 UNACCOUNTEDFOROA~ $1,342,630 $0 $1 342630 $599989 $415104 $327537 10 OTHER GAS PURCHAEEE ($129,117) $5 ($129117) ($74786) ($51814) ($2517) 11 COMPANY USED GA8 $12,285 $5 $12285 $71t6 $4930 $239 12 COMPANY USED GA8 CREDIT ($62,266) $0 ($52 266) ($36 065) ($24 987) ($1 214) 13 TOTAL OA~ EUPPLY EXPENSES $142 676,837 $0 $142 676 837 $82 462 742 $57 131 474 $3 082 621 14 OPERAllONS & MAINTENANCE EXP $22 079,23t $0 $22,079 231 $16 751 078 $4 348 312 $979 841 15 DEPRECIAllON EXPENSES $6 798,904 $1 102,739 $7,901 643 $4 230 537 $1 982 011 $586 356 16 INTEREST ON CUSTOMER DEPOSlT8 $215,134 $0 $215 134 $133,654 $81 480 $0 17 INTEREST ON CUETO~ER ADVANCE~ $48 831 $0 $48 831 $30 337 $18 494 $0 18 PROPERTY RELATI~D TAXES $1 687,003 $582 005 $2 269 008 $1 049 717 $491 794 $145 492 19 PAYROI.LRELATEDTAXES $581,670 $0 $581 670 $436821 $116959 $27890 20 REVENUE RELATE[) TAXES $11,045,445 $6 $11 045 445 $6 690,983 $4 079 032 $275 429 21 TOTAL EXPENaEE $185 133 055 $1,684 744 $186 817,799 $111 785 869 $58,249,556 $5 097 629 22 NET OPERAllNO ~NCOME BEFORE FIT $14,412,503 $5674229 $20,086,732 $9426491 $5,133,088 ($147076) 23 FEDERAL ~NCOME TAXER $3,352,015 $1,843 411 $5,195,426 $2030545 $1,237,884 $83,586 24 REQUIRED RETURN $14 483,965 $0 $14 483 965 $5 921 599 $4 239,531 $1 322 834 25 EARNINGS DEFICIENCY $3 423 477 $0 $3 423,477 $1 525 654 $344 328 $1 553 496 26 ADDI'I1ONAL FIT REQUIREMENT $1 843411 $0 $1 843411 $1 116680 $680763 $45967 27 OTHER REQUIREMENTSCO~ $1 684,744 $0 $1 684744 $1,048,312 $491 135 $145297 28 INCREASEIN RATBS $5951,631 $5 $5951 631 $3 690,646 $1 516226 $1 744761 29 REVENUE8 TAX FACTOR 5 5353% 5 6353% 5 5353% 5 5353% 5 5353% 5 5353% 30 REVENUE RELATEOTAXF~ $407,341 $0 $407 341 $246,754 $150,429 $10 157 31 TOTAL RATE REQUIREMENT $7 358,973 $7 358 973 $3 937 401 $1 666 655 $1 754 918 32 OTHER REVENUE ~HANGE ($150,790) ($150,790) ($137935) ($12627) ($228) 33 SALE REVENUE tNCREASE $7 509,763 $7 509 763 $4 075 336 $1 679 282 $1 755 146 34 COMPANY REQUEST $7 509 389 $7 509 389 $4 075 106 $1 679 144 $1 755 138 35 DIFFERENCE $374 $374 $230 $138 $8 36 $0 37 REVENUEREQUIRSMENTSALESREVENUE $205,974,509 $205974,509 $124299039 $74971406 $5704065 ATTACHMENT 2 TXU GAS NORTHWEST METRO MID CITIES RATE INCREASE REQUEST REMOVING GAS COST TEST YEAR ENDING SEPTEMBER 30, 2000 COMPANY COMPANY LIRE PRESENT ADJUSTMENTS PROPOSED RESIDENTIAL COMMERCIAL INDUSTRIAL NO OESCRIP'I!ON AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT AMOUNT 1 PRESENT REVENUE8 2 BASE RATE REVENUE $135 115,801 $7 509 763 $142,625 564 $83 295 206 $49 128 129 $2 692 466 3 GASCOSTADJ REVENUES ($82,521,563) $0 ($82,521 563) ($47 556,255) ($34 189 247) ($776 061) 4 REVENUE RELATEn TAXES $0 $0 $0 $0 $0 $0 5 MISCELLANEOUS REVENUE PRESENT $1,080,811 ($150790) $930021 $988657 $90520 $1 634 6 TOTAL REVENUE P~B~ERT $53,675,049 $7,358,973 $61 034 022 $36 727 608 $15 029 402 $1 918 039 7 EXPENSES OPERATING 8 OAS COST C~TY GATE $0 $0 $0 $0 $0 $0 9 UNACCOUNTEDFORGAS $1 342,630 $0 $1 342 630 $599989 $415 104 $327 537 10 OTHERGAS PURCHASES ($129,117) $0 ($129,117) ($74 786) ($51 814) ($2 517) 11 COMPANY USED GAS $12,285 $0 $12285 $7116 $4930 $239 12 COMPANY USED OAS CREDIT ($62,266) $0 ($62 266) ($36 065) ($24 987) ($1 214) 13 TOTAL GAS SUPPLY EXPENSE8 $1,163,632 $0 $1 163 532 $496 254 $343 233 $324 045 14 OPERATION8 & MAINTENANCE EXP $22,079,231 $0 $22 079 231 $16 751 078 $4 348 312 $979 841 15 DEPRECIATION EXPENSE8 $6,798,904 $1 102 739 $7 901 643 $4,230 537 $1 982 011 $586 356 16 tNTERESTON CUSTOMER DEPOSIT8 $215,134 $0 $215 134 $133654 $81 480 $0 17 INTEREST ON CUSTOMER ADVANCES $48,831 $0 $48831 $30337 $18494 $0 18 PROPERI~ RELATEDTAXE8 $1 687,003 $582 005 $2 269 008 $1 049 717 $491 794 $145 492 19 PAYROLL RELATEI) TAXES $881,670 $0 $581670 $436,821 $116959 $27890 20 REVENUE RELATED TAXES $2,971,075 $0 $2 971 075 $1,799 784 $1 097,204 $74 087 21 TOTAL EXPENSES $35,548,380 $1 684 744 $37 230 124 $24 928 182 $8 479 487 $2 137 711 22 RET OPERATING INCOME BEFORE FIT $18 129,669 $5,674 229 $23 803,898 $11 799 426 $6 549 915 ($219 672) 23 FEDERAL INCOME TAXES $4653,023 $1,843,411 $6496434 $2818655 $1,718340 $116028 24 REQUIRED RETURN $14,483,965 $0 $14,483,955 $8,921,599 $4 239,531 $1 322 834 25 EARNINGS DEFICIENCY $1 007,319 $0 $1 007,319 ($59 172) ($592 043) $1 658 534 26 ADDITIONAL FIT REQUIREMENT $542,402 $0 $542 402 $328,570 $200,307 $13 525 27 OTHER REQUIREMENTBCOS $1 684,744 $0 $1,684,744 $1 048312 $491 135 $145297 28 INCREASE IN RATE8 $3 234,465 $0 $3 234,465 $1 317 710 $99 399 $1 817 356 29 REVERUES TAX FACTOR 5 8353% 5 5353% 5 5353% 5 5353% 5 5353% 5 5353% 30 REVENUE RELATE~ TAXES $189,528 $189 528 $114 810 $69 992 $4 726 31 TOTAL RATE REQUIREMENT $3 423,993 $3 423,993 $1 432 521 $169 391 $1 822 082 32 OTHER REVENUE CHANOE ($150,790) ($150790) ($137935) ($12627) ($228) 33 SALE8 REVENUE INCREASE $3,574,783 $3,574 783 $1,570,456 $182,018 $1,822310 34 COMPANY REQUEST $7 509,389 $7 509 389 $4 075 106 $1 679 144 $1 755 138 35 DIFFERENCE ($3,934,606) ($3 934 606) ($2 504 650) ($1 497 126) $67 172 36 37 REVENUE REQUIREMENT 8ALES REVENUE $56 169,021 $56 169 021 $36 838,270 $15 066 294 $3 738 715 ATTACHMENT 3 CITY OF DENTON RESIDENTIAL AND COMMERCIAL CLASS RATE INCREASE IN OPERATIONS COST (TOTAL COST LESS GAS COST) RESIDENTIAL COMMERCIAL LINE PRESENT CONSULTANT PRESENT COMPANY NO DESCRIPTION RATE8 PROPOSED CHANGE RATES PROPOSED CHANGE 1 CUSTOMERS (ANNUAL BILLS) 199,872 199872 22272 22,272 2 CUSTOMER CHARGE $5 50 $7 00 $10 00 $12 00 3 MCFSALESBLOCKI 1 113,832 1,113,832 190284 190284 4 MCF SALES BLOCK2 0 0 131 428 131,428 5 MCF SALES BLOCK3 0 0 449,621 449 621 6 TOTAL MCF EALEE 1,113832 1,113832 771 333 771 333 7 MCF RATE BLOCK 1 $0 6978 $0 8336 $1 0137 $1 1371 8 MCF RATE BLOCK 2 $0 0000 $0 0000 $07137 $08371 9 MCF RATE BLOCK 3 $0 0000 $00000 $05637 $06871 10 11 CUSTOMER CHARGE REVENUES $1,099,29~ $1 399 104 $222 720 $267 264 12 MCF SALES REVENUES $777,243 $928490 $540142 $635325 13 SUDTOTAL REVENUES $1,876,539 $2,327,594 $762,862 $902 589 14 REVENUE RELATED CHARGES $103,872 $128,839 $42227 $49961 15 TOTAL REVENUE8 $1,980,411 $2,456 434 $476 023 $805 089 $952,550 $147 461 16 24 04% 18 32% ATTACHMENT 3 CITY OF DENTON RESIDENTIAL AND COMMERCIAL CLASS RATE INCREASE IN OPERATIONS COST (TOTAL COST LESS GAS COST) RESIDENTIAL COMMERCIAL LINE PRESENT CONSULTANT PREBENT COMPANY NO DESCRIPTION RATE8 PROPOSED CHANGE RATES PROPOSED CHANGE 1 CUSTOMERS (ANNUAL BILLS) 199,872 199872 22,272 22272 2 CUSTOMER CHAI~GE $5 50 $7 00 $10 00 $12 00 3 MCFSALES BLO~KI 1,113,832 I 113,832 190,284 190,284 4 MCF SALES BLOCK2 0 0 131 428 131 428 5 MCF SALES BLOCK3 0 0 449 621 449 621 6 TOTAL MCFSALBS I 113,832 1 113832 771 333 771 333 7 MCF RATE BLOCK 1 $0 6978 $0 7788 $1 0137 $1 0655 8 MCF RATE BLOCK 2 $0 0000 $0 0000 $0 7137 $0 7655 9 MCF RATE BLOCK 3 $0 0000 $0 0000 $0 5637 $0 6155 10 11 CUSTOMER CHA~GE REVENUES $1 099,296 $1 399,104 $222 720 $267 264 12 MCF SALE8 REVI~NUES $777 243 $867 452 $540,142 $580 097 13 SUBTOTAL REVENUES $1,876,539 $2 266 556 $762 862 $847,361 14 REVENUE RELATED CHARGE8 $103872 $125461 $42,227 $46,904 15 TOTALREVENUES $1980411 $2392,017 $411606 $805089 $894,265 $89176 16 20 78% 11 08% 'FXU GAS DISTRIBUTION Schedule L 5 souTH REGION DISTRIBUTION SYSTEM Page 1 of 3 PROPOSED RATE CALCULATION o RESIDENTIAL FOR THE TE~I' YEAR ENDED DECEMBER 31, 2000 SPONSOR A. L WARREN DeKrlptlon Total Line (a) (b) (c) <d} (e) <f) , 1 Residential Revenue Requirement $82,786,421 2 Less Revenue From Customer Charge 2,135 472 x $8 00 17,083 776 3 Leas Revenue Related Taxes O 2 5387% 2 101,718 4 Less Gas Cost 7 927,619 I 0117 $5 7575 46,177,293 5 $17,423,634 6 Revenue Required From Commodity Rate 7 16 7 927,619 17 Total Residential MCF 18 19 2O 21 22 Revenue Required From~ommod~ty Rate $17.423.634 7 927,619 23 Diwded by Total MCF $2 1978 24 Commodity Rate 25 26 $17,083 776 27 Customer Charge Revenue 17,423,634 28 Commodity Rate Revenue 46,177,293 29 GasCost 2 101,718 30 Revenue Related Taxes Revenue 31 $82.786,42! _. 32. Total 33 TXU GAS DISTRIBUTION Schedule L-5 SOUTH REGION DISTRIBUTION SYSTEM Page 2 of 3 PROPOSED RATE CALCULATION - COMMERCIAL FOR THE TEST YEAR ENDED DECEMBER 31,2000 SPONSOR A L WARREN Description Total Line <a) (b) (c) (d) (e) (fl I Commercial Revenue Requirement $31,524,442 2 Less Revenue From Customer Charge 156,132 x $14 00 2,185,848 3 Less Revenue Related Taxes @ 2 5387% 800,318 4 Less Gas Cost 4,079,484 I 0117 $5 7575 23~762,435 5 6 Revenue Required From Commodity Rate $4,775,840 7 8 Commemml Block I MCF 1,171,659 9 Commercial Block 2 MCF 507,290 10 Commercial Block 3 MCF 2~680~048 11 12 Total Commercial MCF 4,358,997 13 14 Revenue Reqmred From Commod~y Rate $4,775,840 15 Plus (Block 2 MCF * 0 3) 152,187 16 Plus (Block 3 MCF * 0 45) 1~206~022 17 $6,134,049 18 Total 19 Dlwded By Total Commercial MCF 4.358,997 I 4072 20 Block 1 Commodity Rate I 1072 21 Block 2 Commodity Rate 0 9572 22 Block 3 Commodity Rate 23 24 Customer Charge Revenue $2,185,848 25 Block 1 Commodity Rate Revenue 1,648,759 561,671 26 Block 2 Commodity Rate Revenue 2,565,342 27 Block 3 Commodity Rate Revenue 28 Revenue Related Taxes Revenue 800,318 29 Gas Cost Revenue 23~762,435. 30 Total Revenue $3115241374. 31 32 F~rst Next Over 33 ~ 20 MCF 30 MCF 50 MCF To~all 34 Commem~al Summer 345,899 240,102 675,393 1.261,394 35 Commem~al W~nter 805,878 253,501 1,965,689 3,025,067 36 Schools 19~882 13~688 38~966 72~536 37 Total 1,171,659 507,290 2,680,048 4,358,997 38 Ratio 0 26879 0 11638 0 61483 I 00000 39 Adjusted MCF 1,171,659 507,290 2,680,048 4,358,997 TAU GAS DISTRIBUTION Schedule L-5 SOUTH REGION DISTRIBUTION SYSTEM Page 3 of 3 PROPOSED RATE CALCULATION - INDUSTRIAL FOR THE TEST YEAR ENDED DECEMBER 31, 2000 SPONSOR A L WARREN Desoriptlon Total Line <a) <b) (c) (d) (e) (t) I IndustdaFTmnsportat:on Revenue Requirement $5,408,076 2 Less Revenue From Customer Charge 1,641 x $200 OD 328,2OO 3 Less Revenue Related Taxes O 2 5387% 137,296 4 Less Gas Cost 328,913 1 0117 $5 3519 1.780,904 5 $3,161,676 6 Revenue Required From Commodity Rate 7 68,004 8 Industrial/Transportation Block 1 MCF 0 0052 9 Industrial/Transportation Block 2 MCF 0 0163 213,166 10 IndustrlaFTmnspo~lation Block 3 MCF 0 4164 5,445,547 11 Industrial/Transportation Block 4 MCF 0 5621 7~350~966 12 Total Induetrial/Transpo;tation MCF I 0000 13,077,683 13,077,683 13 $3,161,676 14 Revenue Required From Commodity Rate 31,122 15 Plus (Block 2 MCF * $0 146 Discount) 1,121,783 16 Plus (Block 3 MCF * $0 206 Discount) 2~131,780. 17 Plus (Block 4 MCF ' $0 290 Discount) $6.446,361 18 Total 1~077~683 19 Divided By Total Commercial MCF $0 4929 20 Block 1 Commodity Rate $5 3469 21 Block 2 Commodity Rate $0 2869 22 Block 3 Commodity Rate $0 2029 23 Block 4 Commodity Rate $328,200 24 Customer Charge Revenue 33,519 25 Block 1 Commodity Rate Revenue 73,947 26 Block 2 Commodity Rate Revenue 1 562,327 27 Block 3 Commodity Rate Revenue 1,491 511 28 Block 4 Commodity Rate Revenue 1,780,904 29 GCA Revenue 137~296 30 Revenue Related Taxes Revenue 31 $51407~705 32 Total Revenue Below are two possible methods of rotating the way in which members of the city's Human Services Advisory Council are appointed each year. Both would keep the number of members at eleven (11), a size that has worked very well for the efficient functlon~ng of the commlttee, but ~ would allow all the members of the Council the opportunity to appoint two committee members on a rotating bas~s. The f~rst method ~ncludes all seven members of the Councll in the rotation. The secon~ g~ves the mayor ar~c~p_~at-t~ge~member~of' the Council two appointments each year, the council members representing districts one each year, with the eleventh slot rotating among the four distrlct~.--~TS-e-~-ationale for the second method would be that the mayor and at-large members of the Council represent the whole city. The drawback to this method ~s that council members representing districts would have an opportunity to have two appointments only every fourth year. (Of course, under the present system, three of them never have that opportun~ty~ METHOD I METHOD 2 All Council Pos~tions D~strcts~_~ 1 2 3 4 5 6 7 I 2 3 4 2000 I I 1 2 2 2 2 I 1 I 2 2001 2 I I I 2 2 2 2 I I I 2002 2 2 1 I 1 2 2 I 2 1 I 2003 2 2 2 1 1 1 2 I I 2 I 2004 2 2 2 2 1 I 1 I I 1 2 2005 1 2 2 2 2 I I 2 I 1 1 2006 1 1 2 2 2 2 I 1 2 1 I 2007 1 1 1 2 2 2 2 I I 2 I 2008 2 1 1 I 2 2 2 I I I 2 2009 2 2 1 I I 2 2 2 I I 1 2010 2 2 2 I I I 2 I 2 I 1 2011 2 2 2 2 I I I I I 2 I