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HomeMy WebLinkAbout1981 r f i ~i • PUBLIC NEARING TESTIMONY Wednesday, January 7, 1981 7:00 PM City Council Chambers, Municipal Building Denton, Texas 7620, ELECTRIC RATE STUDY PURPA COMPLIANCE MANUAL Denton Municipal Utilities 5802A City of Denton, Texas THE DENTON MUNICIPAL UTILITIES OF THE CITY OF DENTON, TEXAS, HELD A • PUBLIC HEARING WEDNESDAY, JANUARY 79 1981, AT 7:00 PM TO CONSIDER CERTAIN ELECTRIC RATE MAKING AND REGULATORY STANDARDS AS SET OUT IN SECTIONS 111, 113, and 114 OF THE PUBLIC UTILITY REGULATORY POLICIES ACT OF 1978 (PURPA), THE HEARING TO ACCEPT COMMENTS FROM ISTERESTED PARTIES WAS HELD IN THE CITY COUNCIL CHAMBERS OF THE MUNICIPAL BUILDING AT ZIS CAST MCKINNEY, CITY OF DEN'I'ON, TEXAS, 76201. TESTIMONY WAS RECEIVED FROM MANAGEMENT AND RESEARCH CONSULTANTS, INC., REPRESENTATIVES: FRED MORIARTY, CPA JOAN C. PICKETT, PH.D. THE HEARING WAS CONDUCTED BY THE DEN'TON PUBLIC UTILITIES BOARD MEMBERS: I • ED COOMES MARVIN LOVELF,SS SENNETT KIRK MERV WAAGE WITH CHAIRMAN, ROLAND LANEY, PRESIDING. CITY OF DENTON OFFICIALS IN ATTENDANCE: CHRIS HARTUNG CITY MANAGER, DENTON, TEXAS R.E. NELSON DIRECTOR OF UTILITIES, DENTON, TEXAS BILL MCNARY DIRECTOR OF FINANCE, DENTON, TEXAS C.J. TAYLOR CITY ATTORNEY, DENTON, T1iXA:i and the DENTON UTILITY ADMINISTRATION STAFF. PUBLIC NOTICE • The Denton Municipal Utility Department lives MO - N($ that it shall consider certain electric ralemaflini and nlulalorr standards as set out in Sections III, 113 and 114 of the Public Utility Regulatory Policies Act of 1978 IPURPAJ. This hearlal shall accept com- ments submitted by Interested parties on the issue set out in these sections. v The he, ring to accept comments from Interested peru$$ will be held In the Gty Council chambers of =the City of Denton, Taxis In the municipal building located at 215 E. McRinney on the 7th of January, .1980 at 7:00 P.M. Copies of the consultant's report which contains recommendations that address the Sec. Uoa 111, 113 and 114 standards of PURPA will be ":available In the City Nall and may be obtained from the Efectrk Utility 0epartmenl. IndMduals wishing to present testimony during the "public hearing are requested to provide one wnttea copy of their comments at the tlme of the public recltIdlto Ms, Ann aln{nman the the aElectric UGI h De• %partment at (8111566.8230. PUBLIC NOTICE PLACED IN THE DENTON RECORD CHRONICLE ON SUNDAY, DECEMBER 14, 1980, SUNDAY, DECEMBER 27, 1980, AND SUNDAY; -n,lUARY 4, 1981. SEVERAL ARTICLES PREVIOUSLY APPEARED IN THE DENTON RECORD CHRONICLE REGARDING THE ELECTRIC RATE STUDY AND PURPA COMPLIANCE MANUAL. SEE EXHIBITS FOLLOWING. ~j~a ~-3i~ c9p $C y};~C 0C ~o~ '~~'3Q Bb~~M° ~~xpt • • v Yi a ~ ~ a ~ r ~ ~+a g~ eptoy~„ ~~t'Cy = Y E' 83 C Y n C C Yc O 9 A 6 C Q . A~ ~ C Gr C S C O C a A .C 0. 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Wdaedey to neavery, befla a Ions List of twatmess, break at t TTe Deputat"1 of Houslnd sod p m. fees publk Dnryil to proposed Urban Dovekpnent plans to ward Io chanties to Weal bw nn strwaWre, to M grants for Sadie Of such and reconvene to Umiak We refuter systems. meek g~ sort foLlortry w o «Alsa em We agenda u Con itkn m Tne meeting will be W the clvg -An ordinance vacating a uuLy • defeats roam it the m•lnicipal easement oa Prapery n the Mcb. bWldleti. well goons of Audra lacy and Lacy Rat" proposed ere structured to ZW' teeratatbaaameamaualosm"us -An agreement with N4sourt AS Preset rats but wID lac" seLfte Rearosd Co. far a win gme lktom fummet•rtaltr dlfl""tlsls sad k~ufor_ a poser IN aosahK on' . some guns" in Castemer elasaiflutlou. Residnad sad small " McJs&- lunge ardor ea to Psun Commercial embalm w prtystud Audrs lane ae+ee Loa prn}at M Odd a Amu ndurgoa in , and -{Unga "don a ea +uto wat" Ltrya Iadusa1lal ewbmars WID w a tremm"I Pt"t eepeastoc not ba"u of eras 10 is pecrt -Prig Pwe for a x4aak vet" Dtber LuWass fa t>» posy In Dom the water pent to Loop te, pig , to etude modenttoa of a proposal for lIf" ent "am eaP,laul se ester gas Improvement w to a Man) via to hind s fasalbW study en a dlsarl" be•.: y iN4d1. The eemmuky systems provide mlulooayst o _ldehrnIlKtrld resubstaUOt N"mW "erry from hot rater or rsq&oragats fa Demon. at"m -A Contraet MW Kanefemrmt god network, Whigh m ,d o be ~i used Research c4rtswtsam Carry, ebLled rater lot au taa• havotive rates "Ay. fog sn is. didooing. DuM besting ao be -Caatriet for hmPnvemeau to the Combined whit so" W= of oleg. rater tr"mum Pwe chemkal food trlciy Hansom mtmktpal rue fsewdel. • w • dL6 WC A 1i OIL all llv ~7l.~l~--.rte Yaa t~~gg st> : T bb ! • j~.9 pia a s lit t n~ .1 n~ a.[ fit, n a ~ Ana J i -41 M N ; a 51 ilk x U 1H y ~ ]gill i 1 > 11,~t~ I J.= 3- .4 11 1 J Y~ as ! v All I silo 1~ up PQ l` ;fill v~ t y r arr•ew• ^++awtirlwvnnt.a aladey, llelery 1. 1111 .Firm's stLjy ® proposes new a electric rates I's 9y f•IT A'r111'l1.NAAi Aseee4te Cotter Oa I" rlmldeauaf etear4 cuetamers would not i x p k A 3 9 see mttth chime 4 'W bills front new retal 14 Dropoaed la a Wtudy j ut Completed by hwnalement 1 aid Raeueh tw',4 to Inc. , i SaN rata far rlmldennal eurtom tt • raatwmended 4 1o down about k era are „ , g fd summer and aboA a or 1 DereeM in pe the e w winte l . ! Lacier carnnuerelal and r. - bCai Ingbeeean a , fr aapeet as tow, b bell rates renllnl between 1 . aA- A 9 3 nd U percent. y„ 0 13, 7be Public UWlua bard wi4 6Wd a puDlk y ~ i fy. hea rtrtl at 1 D oa Wso edal b kear dueana' commatua.'~abauduao we n 4bheireplrtlonlen and awttdery ouuuted by cul H mat Cowen ehimbm t#1 R 3 /ltd Casa moat be +ddad to D1N rulm, however, and an eaudPoted to Caotba btetolslnl, which rwWd man higher bills In IN AAtca. The iR ~ u COW roll kbWW, WOPO d by Lm cad. wt tanw "UM 4Wd add Utra~ deollned to eolllct It71 mUlls1 Is - toveew, the amour leaaratad by present totem. kb l dddI aco Pnowed, however, t i f te wir ttpe w to tl.e lu enUa Cent per kllowau hour O of y~ 9 3 . otmer. Wbt4r costs "Wd decraN She rams amount. Sbe Dtaa also ea9a for a dllcoun 1 Of twvilolha cent per kwh t for electric htaunl JI C lusemen rho u d u just t,tltt/ kwh. Sbe rate uhedWa bWr by kttlum4 aN dlmllned bMt bdlt citni • j i i 4 t! role. furl adjustment caw to Site bas y 8 j a a ' • Of the Sclad; 1dl:ecn.a epodat~a y iii l 7 ' 4 on ae vlbg Hall. hePu Wteul u:+wUt'1 dt'P a F 8 a R affkw at ll OF Ctl! }415. arlmM! u Site study nukes Urea belle reeommendst4nut 9 DP"btat°"1161 Delmont revenue towels, removl0 9 pp ~ r ~r y stulq dueya for lute Deytn"I and eltkler M- E 791 p E f&'&=4N pf dtacanIn" we" b Customers 00 lnstlaw b not 0W1, end the Chap In Aid lalmeot cfwriee. Ifs i t.' 1 s y 1 e Im"my praloeebn, the ! F t OE E lr ~ atN aa_ data b&jq a' f E 1 a 8 r jEj eaNt1alectrkCoateof abM Ipol ere peowri~e a to city Snores from ier canl Wally 11"Orstadl feaas Nunn jH ~ the centred with No bereaeriln Nwor erage Deem stem we," be nWA u e nenyerevaeaw level 4 mtuuaUtad led ealem forwaaw hold true. to All too teLocr"antldDatadwouldbeDecaueeof "Wd probebty rkn power emu and Aliment clause, e. ehdy old Me Aid ed. 419Y Culp 1 sem are aapecyed to UKMW as Pschlowe led lavW Ol! by from TWA btcraaae Comaaohe Peak lidd whim 0n1 Creek L'b Owedaw. ' Imareung untw en fu9y She andl is beset a revenus ere es".. W rperate 61 mWcipal power plant Cod prorlde eervlp Is etstwore, with eat of Drovlmll , let w d"' wWd te /d w it rote ackedWe to t•+rfa the rogwrod meow. caw of debt aarrkw and ere/ d4cretlaaarl trsnefWe ban the electtle rleWgtb~ er1 eddod W tract tow! minus awiddln~ el fuel Me ncromroeadatlone an tA1 faded Altblk UuUtfem R Wutery Polley Act of 'm wen requ r" W eonal dlfGnneem to cost be ' lt~ and kcopleed and Cup rtes Nflale-If electricity • As pr1 of d'o wl"aault difflnnual chi 4, rA W441 Wleur oleo end dtaceuntalot erember through rebrwry for eltcttttiuaual ,*Oman. TAW MWaad Pita wLU recover tpWrid Sea RATES. Felt u PUBLIC HEARING TESTIMONY • ELECTRIC RATE STUDY AND PURPA COMPLIANCE MANUAL We nesday, January 7, 1981 7• pt"~-- Ci~ of Denton, Texas Chairman Laney: I can never remember your full name, I keep calling you MARC, but Mr. Fred Moriarty will give the first testimony. I will read the question, he will give us an answer. The:; we'll hear testimony next from Mr. Pickett in the same manner and, following that, we can ask for some questions from the audience to direct to these two people and following that exercise, we can then receive testimony from any others in the audience who would like to participate. Chairman: Mr. Moriarty, please state your name, occupation and business address. Mr. Moriarty: Mr. Chairman, my name is Fred Moriarty, I am President of Management and Research Con3ultants, Inc., 225 S, Meramec, in Clayton, Missouri, and before we testify, what I'd like to do • if r could is present an official copy of both our written testimony and the two reports we prepared for the City as an official document or the copy for the records if I may. Chairman: Thank you. How long have you been employed by MARC? Mr. Moriarty: I am a principal in MARC and participated in its organization in January, 1980. Chairman: What is your educational background? Mr. Moriarty: r obtained a masters degree in business administration from the University requi em nts as a Certified Chicago Public Accountant inoIllinois in 1974. 1 Chairman: What is your professional background? Mr. Moriarty: I developed accounting and financial management systems for clients of the Burroughs Corporation in 1957 and 1968. I then spent four years in Corporate Finance with Motorola, Inc. until 1972. That was followed by two years in financial management with the State of Illinois, 1972 through '74 and five years '74 througl, 179 as a financial consultant with Touche Ross and Co. as a financial consultant. Chairman: What is your experience in rate regulations? Mr. Moriarty: In the last year I have testified before the Alaska Public Utilities Commission on the PURPA regulatory standards, I have assisted with Federal Energy Regulatory Commission Staff Counsel with the preparation of trial briefs regarding rates for the Trans Alaska Pipeline System, performed several cost studies for municipalities regarding local cable television operations and given utility cost of service presentations to State and local government agencies. Prior to joining MARC, • I was the manager of the St. Louie office of Touche Ross and Company. I spent most of my five years with Touche Ross as a member of its National Public Utility Resource Group. I testified and/or directed tho development of electric, gas, telephone, oil pipeline and cable television revenue and governmenttsagencies. ates'vforalFsoede d attachedtaae pro essional resume as Exhibit A. al Chairman: What is the purpose of your testimony in this proceeding? Mr. Moriarty: r am sponsoring the revenue requirements and cost of service analysis presented in MARC's December 12, 1980 report to the City of Denton on the Electric Utility Rate Study. Chairman: Would you summarize your findings regarding the electric utility's revenue requirements? 2 Mr. Moriarty: • Yes. Total revenue requirements will almost double by fiscal 19F5 due to customer growth, construction of new power plants with TMPA and increases in the cost of fuel, labor, and other operating expenses. The average cost not expected to change materially, howevper ilowar is er,kuntiltt1983u when the new TMPA generation plants begin to produce substantial amounts of energy. Customer growth is expected to provide adequate revenues to offset cost increases until approximately 1983. Total operating expenses are expected to increase in 1983 and 1984 with the increased purchases from TMPA and to begin leveling by 1985 when the Commanche Peak and Gibbons Creek generating units are fully operational. Chairman: Would you summarize your findings regarding the electric utility's class cost of service study? Mr. Moriarty: The total system revenue requirements were allocated to four separate components during the cost of service study; customer, distribution, energy and capacity. Two major factors considered during the study accounted for cost differences between service classes. The first factor, type of service, reflected three basic service types: single phase, three phase, and primary service. This factor directly affected the allocation of customer costs and indirectly affected the distribution, energy, and capacity costs. Secondary customers were allocated a larger portion of distribution costs and a higher line loss percentage for energy and capacity costs. The second major factor in the cost study, seasonal energy consumption, resulted Li a larger proportion of peak capacity costs allocated to those customers with the highest summer usage. As a result of the above customer characteristics, the following cost differences were noted in the basic seasonal cost study. First of all, Monthly Customer Costs for Single Phase= $4.50, for three phase service= $8.00, and for primary service= $46.00. The energy costs expressed in cost per kilowatt hour for secondary service is 3.850 primary service was 3.801. The distribution cost is expressed in kilowatt hours for residential, which are not demand metered and is 5 mills. For commercial customers which are demand metered, we've expressed it in kilowatt hou-- cost per kilowatt for secondary service $2.10, for primary service $1.80. 3 The capacity costs expressed in kilowatt hours in cost per kilowatt hour is 3 mills. • Chairman: Does this complete your testimony? Mr. Moriarty: Yes, except I have two changes I would like to read into the record. In Exhibit C of the Electric Rate Study. Both changes are on page C-4 which is the very last page of the Study, and in the first full paragraph on that page there is an effective date for the elimination of master metering of February 28, 1980, and I suggest that that be changed to March 31, 1981. On the very next line the word "energy" appears, "energy consumption" and that ef:ould read "electric consumption", There is one other clarification I would like to make on page C-3, in paragraph (f) you'll see the word in all capital letters, "AND ELECTRIC METER "F AND ONE ELECTRIC METER", Both of those terms should be in brackets and the purpose for being in brackets was we're recommending that those words be dropped from the present billing procedures. That is why they're in all capital letters and that concludes my direct testimony. • Chairman: Thank you Mr. Moriarty, Next we will hear 1-4r. John C. Pickett. Chairman: Please state your name, occupation and business address. Dr. Pickett: Mr, Chairman and members of the Board, my name is John C. Pickett and I am a Director of Systems and Research for Management and Research Consultants, Inc., 225 S. Meramec, Clayton, Missouri. Chairman: itow long have you been employed by MARC? Dr, Pickett: I am a principal in ~MARC and have participated in its organization in 01anuary IQ80. • 4 Chairman: What is your educational background? Dr. Pickett: I obtained a PH.D. in economics from the University of Missouri, Columbia In 1970. Chairman: What is your professional career? Dr. Pickett: Assistant Professor, Department of Business Economics and Quantitative Methods at the University of Hawaii in Honolulu in 1968 and '71; Research Fellow in the early research unit of Australian National University in Canberra iii 1971 and 173; Associate Professor, Department of Economics and Business at Hendrix College in Conway, Arkansas, 173 to 175. Chairman: What is your experience in regulated utilities? Dr. Pickett: • I was appointed to the Arkansas Public, Service Commission in May of 1975. In June of 1977 I was appointed Chairman and remained Chairman until January of 1979. I remained a member of the Commission until February of 1980, when I joined !'ARC. Chairman: Have you authored any professional publications? Dr. Pickett: Yes. I have presented numerous papers at many professional meetings and seminars. Chairman: What is the nature of your testimony In this proceeding? Dr. Pickett: I am sponsoring the Public Utility Regulatory Policies Act issues concerning the regulatory and ratemaking standards and the rate design issues In MARC's December 12, 1980 report to the City of Denton on the Electric Utility Rate Study. • 5 Chairman: • Would you summarize your recommendations regarding PURPA standards? the Dr. Pickett: Yes, I recommend that the City adopt all of the regulatory and ratemaking standards now with the exception of the standard related to the Automatic Adjustment Clause. We recommend that the City defer a decision on the Automatic Adjustment Clause standard until the transition to TMPA is substantially completed. At that time by 1983 or 1984, another restructuring of rates should be considered with a complete re-evaluation of the proposed Energy Cost Adjustment, Rational producers and consumers will respond to the price charged for electricity. The PURPA objectives of conservation, efficiency and economic equity will be achieved only if the price of electricity reflects the true resource cost incurred to produce the electricity. The consumer must also receive the proper information and price signals and be able to control at least a portion of his load if he is going to respond to the appropriate price signals and realize the available benefits. We, therefore, used the following rule as a guideline in formulating our recommendation regarding the PURPA regulatory and ratemaking standards: The rule is "Does the standard result in the price electricity being set equal to its true resource cost or provide the consumer an opportunity to respond to the appropriate price signals?" Chairman: Would you summarize your recommendations regarding the proposed rate design? Dr, Pickett: I have recommended, with a few exceptions, electric rates that reflect the estimated cost of providing electricity to different service types and voltage levels. The rates are presented as two or three components depending pupon whether demand meters are installed for particular customers. The three components are a customer's facilities charge, an energy charge and a demand charge. All the customer facilities charges in the proposed rates reflect the average customer costs identified in the cost of service study except for the Residential A-1 customers that have monthly consumption less than 700 Kwh during the summer • 6 i months. We have proposed a $2.00 reduction in the monthly customer charge for these customers to continue the conservation incentives during the summer months. . The proposed kilowatt hour energy charge for all customers is based on the average kilowatt energy and capacity costs for secondary and primary service. The basic energy costs for secondary customers is 3.850 per kilowatt hour which is proposed for all consumption during the year. The corresponding energy costs for primary customers is 3.810 per kilowatt hour. We have proposed a higher 3 mill kilowatt hour charge in the summer for all customers except street lighting and dawn--and dusk-to-dawn lights to recognize the higher capacity costs incurred to meet summer peak loads. We have also proposed a two mill reduction for winter kilowatt hours for residential electric heating customers. This lower rate meets the objective of a City Sneering Committee to continue some winter discount for residential customers who provide the system with beneficial off-peak heating energy demand. The proposed kilowatt demand charge for commercial customers is designed to recover the distribution related costs incurred by the system. These costs are generally incurred as a function of a customer's peak demand regardless of when that peak is achieved. The charges to recover those costs are, therefore, based on the monthly billing demand of customers that are demand metered. ® Since residential customers are not demand metered, we are propose--we have proposed collecting the distribution costs as an addition to the kilowatt hour charge rather than on a kilowatt billing demand basis as proposed for the commercial customers. Thus the kilowatt hour charge for residential customers is 5 mills higher than commercial customers receiving secondary service. The City Steering Committee has indicated a desire to continue offering reduced rates to local government agencies to recognize the cost savings the City electric utility realizes by not paying local taxes. We have proposed elimination of any demand charges and continuation of an energy charge comparable to commercial customers to ensure that these agencies receive the same conservation incentives. Our Electric Utility Rate Study also includes proposed rates for the following servicesi Dusk to Dawn Lighting Time-of-Use Rates for Secondary Service Time-of Uve Rates for Primary Service and Interruptible Service Rate • 7 I have attached to this testimony three modified tariffs and • one additional tariff for street lighting that was not included in our December 12, 1980, filing. The modified tariffs include the following: The Commercial and Industrial Lighting and Power Service is modified to include a different Customer Facility Charge of $4.50 for Secondary Service, Single Phase. The Time-of-Use Rates for Secondary as shown on Schedule S-1 and Primary, Schedule P-1 Service are modified to change the definition of Billing Demand from the current "mont.h's peak billing period from 12 Noon through 9 PM" to read "monthly billing period". Mr. Chairman I would like to call your attention to an additional distribution that has been made to members of the committee. We have added a page to the tarriff's A-17 to apply service 'for street lighting and traffic signals where the owner of such facilities ingtalls his own devices. To make this tarriff compatible with our previously filed tarriff on page A-16 I would like to make the following changes in Item #2-AvailaW lity: Chairman: Which page was that? Is that in the PURPA report? Dr. Pickett: . Page A-16 attached to my direct testimony. On Item #2 "Availability should read as follows: page A-16, "Available to the City for street lights." All other remaining information reading, "and signal systems and sales to the 5 Inters ate highway" should gibe rdeleted. That ghcompletes the changes Mr. Chairman. Chairman: Thank you Mr. Pickett. We will now entertain questions from the audience directed to either Mr. Moriarty or Mr. Pickett. If you have a question, if you would please come forward and use the microphone here so that it can be recorded since this is an official public hearing we have to be very careful about what is taking place. Are there any questions? Chairman: State your name. • 8 George Krieger: • I'm George Krieger. questions i I would like to ask Mr. Pickett several a n regards to his testimony tons general question. Could you Please ght. First Autom th is atic Adjustment Clause is that explain whatlsthe of your testimony? Y Dr. Pick ou referenced in Page 2 Pickett: Yes, Mr. Krieger, the component of the tariff Automatic Adjustment increase in fuel that is desi gne Clause is a between the time that ethesra est arevset ccurr ae9to recover an or r known 30 fuel cost that we have historical record smErom cthe electric department. Those costs mar which are based on a and the utility has no control over Increase in the future will flow through directly approximately to the As such, they one month's lag, customer with an Mr. Krieger: You said in your testimony that the steering committee has local government a continue offering reduced rates to City electric utilitncies to recognize the cost savings the This is not y realizes by not paying local taxes. • comment, It's rsort eally 80 much of a question to obtains from the utilita catch 22 here, The CitYs a Of personal and the reason written behindrthateisubecause we Dentan, non-taxable real estate to 6% Y City Charter through the uttlit in our juridiction have so much that the y► get some funding for then cite want to, y obtain, And then we turn around and we offer services a lower rate for the were trying to utility which sort of ge were do in the first counteracts what get our thinking straight, exactly whate. I think we have to and how we want to handle that. And this to the rate that we're goi really want ga do rds local ng to offer if thisaisoacce regards for general aEundnient agencies, and the utilit P row l instead you ttr in it out and etranser xpess to the public exactly what are Y g to do. the Mr. Waage: Well, loll respond to that in that when you think of just a second. I think commonl first are the costs of a reduced rate what comes to the thin mind governmental rate is included and g' but I believe the Of Denton and probably more Importantois like for the school district ns which the Denton Independen,- School DiAtrict is a large user • 9 of utilities and now I'm not gonna' speak, I--I understand what you're sat'in' about (pause) with the college. With the • school district the fact that Denton owns their own utilities is not on their tax rolls, it is a burden the school district and they'd lose tax dollars so I would say as it applies to the school district anyway. I concur with the reduced rate because of having had a little experience on the school board, the increase that consumers have experienced with utility rates it is really a burden when you're operating from a school budget. Mr.Kreiger: I am in agreement that it is a burden on the school district and It's a burden on everyone. There are two or three sides to that thing. School taxes are deductible from income, fuel bills aren't. We also have within the City a lot more than the Denton Independent School District that would benefit by a reduced rate and I dare say that was probably one of the smaller users of electricity inside of the total rate classification. Dr. Pickett: Mr. Krieger may I make one response to your observation? Mr. Krieger: • Certainly. Dr. Pickett: Remember that if Texas Power and Light were doing business in your city, they would be providing taxes to the community from two different sources. One you would probably levy a franchise tax on their operations based probably on their gross revenues. And secondly you would levy a property tax on their taxable investment Inside your incorporated area. Now I think that the 6% transfer to general funds corresponds to the franchise tax which TP&L would pay if they were doing business here as opposed to the City owned department. This discount for the school districts basically is designed to replace the local property tax that would be paid if It was TP&L so that there are two kinds of taxes that would flow into and benefit the community, a franchise tax and a property tax. The 66 transfer of funds focuses on the substitute for the franchise, this is providing and recognizing that the City does not pay local property tax. There are two different things and we have &ddressed both of them. . 10 Mr.Krieger: • Ir you divide between that classification of many wind up falling into the school category sande1how pmany wind up falling into the government category on an energy basis? Dr. Pickett: We have that information. Yes, we have that information just--a total of 46 customers at the present time that fall into the category of public authorities. A total of customers at this time that fall into the 4 Public agency category, public authority, , Mr Krieger: Now if you divide those into schools and non-schools, what is the relation? Mr. Moriarty: At the present time there are 14 schools in that group, 21 which are cateLjor--- classified as ci1y accounts and 11 which are county, Mr. Krieger: . Those 14 schools, approximately what prc demand would It equate out of the total 46customers? the total Mr, Moriarty: Demand or energy? Mr. Krieger: Energy. Mr. Moriarty: Energy----approximately 678. Mr. Krieger: Would it be viable to break that category into two categories, one for schools and one for non-schools? Would that be allowable within the framework of PURPA? • 11 Mr. Moriarty: • I would see no objections in PURPA that would- prohibit that. that would Mr. Krieger: In your testimony that you gave here tonight you really did not come down and say exactly what the cost would be in layman's terms to the various average customers in different classifications. Could you please present that to us if possible, viewgraph or something, so everyone could see it? Me. Moriarty: (Reference Attachment A Mr. transparencies here of some bill Chairman comparisons that were prepared by the City Staff for this purpose and I think basically what you can see from this exhibit is that even though the overall rates for the City on the average will remain approximately where the are at the present there will be some shifts within customer clas estiand generally what you're seeing is a decrease--slight decrease for the smaller consumption customers and as the consumption gets larger, you'll see larger increases. This is primarily attributed to the elimination of the declining block within the rates. I think, other than that, I think the exhibit • pretty much speaks for itself. Mr. Krieger: May I ask a question in regards to that chart there? Since I personally fall into A-2, I would like to ask some questions about A-2. Is there a base charge for service in A-2? If I use zero kilowatt hours, do I have a charge? Mr. Moriarty: In the A-2 tariff as shown on Rate Study, the base charge in thee A 2 3cust meri sin lean the is $4.50 per month, that includes no consumption whatsoehere That's just the base charge, that's the cost of hooking a customer up, the Depreciation of the equipment, the reading of the meter and related expenses. Mr. Krieger: Now for the energy concern. e 12 Mr. Moriarty: • For each kilowatt hour of energy of electricity customer in this class you pay 4.350, I'm sorry consumed by a hour, billing months of October through A per kilowatt reclassified as winter months and 4.650 May which is billing months of June through Septemberewhichoistconsidered the summer. In addition to that, if a customer has a home electrically heated they get an additional 2 mill discount during the winter billing months. Added to that would be any increases in fuel and purchase power related costs beyond those considered in developing these basic rates. Mr. Krieger: What was the base charge that you assumed for our fuel? Mr. Moriarty: Three cents. Mr. Krieger: And presently our fuel adjustment charge is? • Mr. Moriarty: Approximately two cents. Mr. Krieger: Now I read it differently? Mr. Moriarty: The base rate is one cent. Mr. Krieger: You're putting a two cent fuel adjustment now for a total of three. Mr. Moriarty: What we've done is we've rolled that additional two cents into the base rate. Mr. Krieger: What would happen now if your fuel cost should be decreased? • 13 Mr. Moriarty: • You would get a refund in your bill. Mr. Krieger: With the fixed rate in the proposed rate, what would happen If the fuel cost should decrease? Mr. Moriarty: It would go down proportionately. The fuel cost reads plus or minus, it does not read just on net increases. Mr. Krieger: You said you had three cents wrote into the rate for fuel. Mr. Moriarty: That's right. If it goes to four cents, Mr. Krieger: If it goes to two cents... • Mr. Moriarty: If it goes to four cents you pay another adjustment charge. If it goes penny in the fuel refund from the fuel adjustment which would beudeduet a ctedpfrom your bill. Mr. Krieger: And with the fixed rate, you will still have a reduction possible? Mr. Moriarty: Instead of an addition you will have a deduction. Chairman: Are there further questions? All right. • 14 Mr. Glick: S Gentlemen, my name is David Glick and I'm a resident here in Denton. The first question I would like to have you--- address to the gentleman from St. I•ouis, where did you get these figures for your winter and summer times? Is that based on temperatures, or is that based on the average winters throughout the United States, or from what source? Dr. Pickett: That is based on 1979 load data for the City of Denton Electric Department. Those are the four months in which this systom is likely to peak. Mr. Glick: Am I to understand that these figures are based on--on a one year report? Dr. Pickett: Yes, but 1979 summer period is approximately a normal weather period, but 1980 was not. Mr. Glick: • Okay, how about '78? Would that have been considered normal? Dr. Pickett: I--We didn't go back and look at that, cooling degree days. Mr. Glick: Okay, I would like to suggest to you gentlemen and to authority up here that the '79 might have been considered average in some respects, but it was decidedly cooler in both 1978 and 1980 and it means that two out of the last three years were far in excess of what we're using for a base for winter and summer rates which means that if we go by that, our consumption for months of April and as a fill in for the early part of the winter is going to be excessive for what we're projecting here. Okay. My next question is, I--I--i would like to have an explanation of why we're rewarding gluttony, that is why are we penalizing people for using less energy, more energy conservation conscious, and being more considerate to others and to our limited and dwindling supplies? 15 i I Dr. Pickett: In what areas do you think that we're rewarding gluttony? Mr. Glick: Well I-- I first got upset about this whole thing when I saw the thing in the paper Sunday which gave the rates. If you use x amount you pay one rate. If you ule x amount plus you pay a reduced rate. (Reference ?Attachment B) Dr. Pickett: That's the way it was presented in the paper, but that's not correct. Mr. Glick: Okay. Would you be kind enough to bring me up-to-date and correct that? Dr. Pickett: (Reference Attachment C) Yes. As you'll see on the residential electric rate A-2 • during the months June to September a minimum charge single phase of $4.50. As (pause) see that all kwh charge of 4.650 that's not a reward, but what we're doing is that we're taking the total customer's bill which includes $4.50 plus the number of kwh multiplied by 4.650 per kwh and as you take l the arger and larger amounts of kwh, you are going to distribute pp $4,50 over more kwh ding chart had that slight and dethat's clining the but that's the total bill effect, but it's not level on the sense of a proportional charge it's flat. But we're not rewarding a person or a customer for taking more Air. Glick: How about commercial accounts? Does it fit In the exact rate of the residential accounts? Dr. Pickett: No. There is a difference for commercial accounts. The kwh charge is the same but it's lower because we have a separate billing, the second time of billing runs Jane through 9eptember and minimum charges is 36 bucks it would be all kwh's at 4.160 per kwh. It's flat. Now the reason it's not 4.650 is we're taking a customer, a commercial customer and charging him a separate rate of $8.00 per kw and that's a • L6 different measure than on your electric meter. They have a different kind of meter than we allow on our residential • houses. Mr. Glick: (At this point, Mr. Glick turned from the mike and the tape recording of this comment was not understandable.) Dr. Pickett: All customers in your city are paying the same rate for fuel and energy per kwh adjusted for losses, and losses are when you and I take service of 110 or 240 volts there's a larger losses because of laws of physics for a customer taking service at 13.5--- 13,5000 but absolutely, you're paying the same rate here. Mr. Glick: I am gratified to hear that. Dr. Pickettt Denton does not suffer from not--not collecting their electric rates. Mr. Glickt That's gratifying (the tape recording of this statement was not understandable) some people Dr. Pickett: No, other cities may have the tax, Denton has none. Mr. Glick: Okay. Some of the facts that I had I would like to have your comments on and you gentlemen up here feel free to enter into this. I was going to say in the City of Denton not only includes those of us who are out and about and able to keep for our share, have you all considered giving reductions people on fixed incomes such as the elderly and people who have, what are considered limited income? Dr. Pickett: "Residential Electric "Residential Rate Electric 2" ic theRate- re's a adifference monthly charge. The A-1 customers have $2.50 a month, all • 17 other customers have $4.50 a month for single phase service. The ringer here is that the small customer cannot use greater • than 700 whs. If he practices consumption he gets a break on his customer charge, if he doesn't practice consumption, excuse me, conservation, he does not get the break. Mr. Glick: That is more of these things I hear----- could you some Information as to what constitutes setting thelkwhs? What's the average, 900 or so? Mr. Nelson: 800 kwh's to 850 over a month. Mr. Glick: So that would be considered within reach of people In that income group? Mr. Nelson: Yes. A customer with a 1200 square foot house in the spring, fall and winter if he did not have all electric heatin will use approximately 800 kwh's per month. g' Mr. Glick: • That's good. Gee I might be glad I'm here before this is over. Okay. How about, is there any provision for the non-heavy hours use. I don't know if its a common thing around here. I moved here from California and In those areas where electricity is generally cheaper anyway and hydro electric, there is an off hours rate that is a rate that can be given businesses that not in operation and therefore a lesser drain. Dr. Pickettr Yes there is voluntary time of day tariff available for all customers in the city , which you have to elect to take service only by tariff. It's not mandatory, these tarriffs are mandatory, but there is an alternative time of day tariff at your discretion. Mr. Glickt What happens if you are or. the off-time tariff or on the 700 hour limitation thing or both, and overrun them? What's the adjustment that's made? • 18 Dr.Pickett: • The adjustment is that you would get the $2.50 minimum charge immediately bumped up to $4.50. On the time-of-day tariff, you just pay more if you don't prar;tice conservation (meaningful?) to the offpeak periods. Mr. Glick: On the particular months in question? Dr. Pickett: Yes. There is a peak period on the time of day rates and there is an off peak seasonal period also. Mr. Glick: Okay there was another portion of your newspaper report, and again i-- without discussing this, I have no way of knowing how accurate it is or is not, how much money does our utility department or the City lose when they don't hammer the deadbeats, the people who don't pay their bills, and either abandon their residence or just refuse to pay? Mr. Moriarty: I don't think we have any figures on that information. • Mr. Glick: Would any of you folks have that information? Bill McNary: Somewhere in the neighborhood of two hundred or three hundred thousand dollars. Mr. Glicks Two to three hundred thousand dollars a week. What's the overall income approximately? Mr. Nelsons Approximately $270,000 at about one percent. Mr. Glicks About 3%--? Mr. Nelsons About 11. 19 ■ Mr. Glick: • 187 A good deal. Thank you. Okay, I think that's rob better than a lot of businesses suffer losses. Is t here la way so we can reduce that area because while it's only one percent, $300000 is of course $300,000? Dr. Pickett: Mr. Glick, the problem to get these people who won't pay their bills, Is not a problem of the rates. It is a problem----it is a problem that is in administration of the tariffs and clearly the City can't staff to run everybody down. They'd have to staff up, and I would view where operations indicates that these cost expenses were not unusual. They may have been higher than you and I would have liked, but that is a normal event that uccurs. Mr. Glick: You misunderstand me. I think one percent is pretty admirable. Dr. Pickett: Not one, it's one tenth. • Mr. Glick: Okay, one tenth. Okay, but what I'm wondering is, is there a way to improve upon that? Dr. Pickett: Ou., study does not address that administration of tariffs. Mr. Glick: I see Mr. Moriarty: Let me add to that. There's always ways to improve on that. The question is how much money do you have to spend to improve on it. You may end up spending core in the cost than you save in tightening up those controls. You must raise your deposits and things like that, but tightening up those controls you may end up spending more money charging all the good customers the higher deposit or what have you, in order to cut down on the few that do cause the problems. A crazy solution. • 20 Mr. Glick: e I understand that. I would like to be worth $200,000 in salary to collect $300,000 in bad debts. Mr. McNary: Not $100,000 in bad debts and that's the problem we run into. Mr. Glick: I understand that. Okay For me I'd just like to make one or two comments to you gentlemen because I've given you the runthough I feel may in your hands. I want to thank you gentlemen for responding to my questions. I feel a good deal more at ease than I did before. I would suggest that both for the school district and for the municipal buildings which yolu may have some say in the matter in lightening up our energy use, and therefore our cost factors, if you were a little bit more careful with the utilities that you use in those structures. For instance, while it may not be the most comfortable thing perhaps in the winter time in cool weather indoors we could turn the heat down just a little, maybe we'll all have to wear sweaters or something, and in the summer time, we may have to get adjusted to a little less air conditioning, its probably . healthier anyway. And in buildings such as this and rooms such as this, instead of the standard lighting that we now have, we could probably save an immense amount of electricity dispensed as well as the heat loss in the summer which we would have to replace with air conditioning, by installing florescent fixtures as opposed to the current incandescent. Which may not seem like much but I have spoken with a couple of physicists at North Texas State and they all agree that its an appreciable difference. Even for a residence but for a larger building it's just a phenomenal difference because it uses less energy which would help us. There's another thing that I might suggest, in the summertime where they're already utilizing x amount of air conditioning and needed to maintain that temperature, if we could reduce the amount of smoke in the buildings, because one, that clogs the filters and, two, it puts out x amount of heat, one doesn't put out very much, but cummulatively, it really does add up. I don't have the exact figures with me, but the gentlemen who showed it to me at North Texas State checked that out, and its just a basic law of physics each little heat element adds a little bit to it. In addition it probably makes the area a little bit nicer. I would like to thank you all for allowing the opportunity for those of us who are not smart in the power structure to get the opportunity to participate In the setting of the new rates. • 21 Chairman: . Thank you Mr. Glick. Chris. Chris Hartung: Members of Public Utility Board, I am Chris Hartung, City Manager, and I want to see if we can't make Mr. Glick completely happy before he leaves this room tonight. I wanted to comment on some of the things that he just said in closing to let you know and let him know and the other members of the audience that the City of Denton has a very aggressive energy conservation program. We're very proud of it and we've received a significant amount of publicity across the state and across the Nation for the things that we have been doing. We are controlling, in terms of the thermostats in this building, in fact one of the biggest complaints that I generally get in the wintertime is that the building is too cold. We are reducing the level of lighting, the lights in this room have been changed and the bulbs that are now being used are lower wattage than we had in here previously. We shut the air conditioning air handles off every evening in the summertime when the building is closed and there's not going to be a meeting at night. We have done many other things. We are continuing to review the building to see if there are additional things that we can do in terms of sealing the building, insulation, things of that sort, that are minimum cost that will gain for us additional energy conservation. The result of all the things we have done has been to reduce energy conservation in this building significantly and we are saving some $18,000 a year in the cost of electricity for the municipal building itself, we are continuing to look at all of our buildings and even in the design of new fire stations and things of that sort to ensure that municipal facilities will set the standard for energy conservation in the City of Denton. Chairman: Thank you, Chris. Are there any further questions? Mr. Moriartyo Mr. Chairman, if there are no more questions, I have onp other additional comment I would like to make. It was brought to our attention today that, we have noticed in the tariffs we recommended that we no longer propose the B-1 and the B-2 commercial tariff, but we consolidated them into one commercial tariff. It was brought to our attention today that there are still some commercial customers that do not a 22 NMI" have demand meters installed yet, but the City has a program in effect to install demand meters. And my recommendation is • that if these rates are implemented, or rates similar to these are implemented, prior to all those customers getting demand meters, that the City Electric Department do one of two things, either to have the engineers estimate what the load factor would be for those customers without demand meters and bill them accordingly, or an alternative would be to put them on the Residential A-1 tariff until such time as a demand meter could be installed. I think it is important that we make that plain in the record. E. Tullos: A-2 or A-1? Mr. Moriarty: A-2. As an alternative, if you don't estimate the load factor I would put it on the Residential A-1. I'm sorry A-2. Chairman: Bob. Mr. Nelson: Mr. Chairman and members of the Board, I would like to O clarify one item that Mr. Krieger brought up and that was in relation to the governmental service rate in the proposed rates? Chairman: Excuse me, Bob, for the record, would you identify yourself please. Mr. Nelson: Yes, 1 am Bob Nelson, Director of Utilities, City of Denton. The only basic difference between the governmental lighting and power service rate and the regular commercial/industrial lighting power service rate is the fact that the governmental does not pay demand charge. The energy charge on the governmental is exactly the same as it is on the commercial. The only difference is that they don't pay the demand charge. There is some logic and reason that follows en that also, and that is the fact that, for example, the school, many of the school systems operate during the wintertime, their demand exists in the winter time and of course that i-: not on our primary demand time, so therefore the demand charge, there is some logic and continuity to that. One of • 23 the main reasons of the governmental as far as the City goes and we might point out that governmentall lighting In the power service rate does apply to the City of Denton, the independent school district, and the county offices. But in the city realm much of the service there is in the water and the sewer department. The sewer department, for example has almost a constant demand load the year around. Therefore, it does not adversely affect from one month, to another. I did want to point those out. Chairman: Thank you, Bob. Are there any statements anyone would like to make? All right, in that case, I thank all of you for being here and the interest you've shown. We certainly want to' take your questions and your statements under consideration when making our recommendation to the Council. The Public Hearing is therefore adjourned. 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Va L1 L 11 L1 U 0 !r U ii a " 0 0 0 i h u w4 > u 0 >1 >r U u L, L• r^ F•{ " rn ~ G U I r: t+ ~ O L'1 O O ~ . Fl rL d h tl H .1 f•1 r H • • DEC 1 2 :,oa PUBLIC NOTICE The Denton Municipal Utility Department gives notice that it shall consider certain electric ratemaking and regulatory standards as set out in - - Sections 111, 113 and 114 of--the Public Utility Regulatory Policies Act of - 1978 (PURPA). This hearing shall accept comments submitted by interested partieson the issues set out in these sections. The hearing to accept comments from interested parties will be held in the City Council chambers of the City of Denton, Texas in the municipal - ` building located at 215 E. McKinney on the 7th of January, 1980 at 7:00 P.M. Copies of the consultant's report which contains recommendations that address the. Section 111, 113 and 114 standards of PURPA will be available in the City Hall and may be obtained from the Electric Utility Department. Individuals wishing to present testimony during the public hearing are requested to provide one written copy of their comments at the time of the public hearing. All inquiries concerning the hearing are to be directed to Ms. Ann Bingman in the Electric Utility Department at (817) 566-8230. - PURPA OBJECTIVES CONSERVATION OF ELECTRICITY BY CUSTOMERS EFFICIENT USE OF FACILITIES AND RESOURCES BY UTILITIES PROVISION OF EQUITABLE RATES TO CUSTOMERS - O' r 4 1 i 1 , OPERATIONAL CRITERIA - CONCLUSIONS PURPA OBJECTIVES ARE INDEPENDENT OF EACH OTHER OBJECTIVES ARE ACHIEVED ONLY WHEN ELECTRICITY REFLECTS TRUE RESOURCE COST CUSTOMER MUST CONTROL AT LEAST A PORTION OF HIS LOAD AND RECEIVE A PROPER PRICE SIGNAL TO ENCOURAGE CONSERVATION RATEMAKING STANDARDS ADOPT THE COST OF SERVICE STANDARD WITH THE CURRENT ELECTRIC RATE STUDY ELIMINATE DECLINING BLOCK RATES 5 INTRODUCE SEASONAL RATE;.DIFFERENTIALS 1 . 1 DEVELOP TIME OF DAY RATES OFFER INTERRUPTIBLE RATES TO COMMERCIAL AND INDUSTRIAL CUSTOMERS 1 INVESTIGATE COST AND BENEFITS OF LOAD MANAGEMENT o AIR CONDITIONING 1 o IRRIGATION o WATER PUMPING COMPARE RESULTS OF ELECTRIC RATE STUDY TO A-1 RESIDENTIAL RATE TO DETERMINE IF LIFELINE RATE IS REQUIRED MANAG EII SUMMARY ELECTRIC SALES (MEGAWATT HOURS) WILL INCREASE 502 BY 1985 FUEL & PURCHASED POWER WILL INCREASE 170% FROM $13,2 MILLION IN 1980 TO $35,7 MILLION BY 1985 OTHER OJERATING EXPENSES WILL INCREASE 52% BY 1985 NEW DEBT ISSUES - E1,5 MILLION IN 1981, 1983, AND 1985 DEBT RATIO WILL INCREASE FROM PRESENT 47% TO 50% DEBT COVERAGE RATIO WILL INCREASE FROM 2,0 TO 2.3 TIMES DEBT SERVICE CASH WORKING CAPITAL WILL DECREASE FROM 180 DAYS TO 40 DAYS AVERAGE COST PER KWH WILL INCREASE FROM 4,25,E TO 5,4L AVERAGE ANNUAL COST INCREASE= 8,5% NO GENERAL RATE INCREASE REQUIRED BEFORE 1983 UNDER CURRENT RATE STRUCTURE CITY SHOULD RESTRUCTURE RATES NOW. f ASSUMPTIONS CASH REQUIREMENTS REVENUE,BASIS DISCRETIONARY TRANSFER - G% OF NET EQUITY MINIMUM INTERNALLY GENERATED CAPITAL 8% OF GROSS REVENUES - FUEL 8 PURCHASED POWER OTHER FINANCIAL ASSUMPTIONS MAXIMUM DEBT RATIO = 50% POSITIVE.NET INCOME MINIMUM DEBT COVERAGE A 1,4 TIMES DEBT SERVICE DEBT AUTHORIZED BUT UNISSUED - $3 MILLION Ez AVERAGE LINE LOSSES CONTINUE CONSERVATION RATE INTRODUCE SMALL SEASONAL RATE DIFFERENTIAL LIMIT SUMMER'SEASON TO MONTHS OF POTENTIAL SYSTEM PEAK REDUCE WINTER SPACE HEATING DISCOUNTS LIMIT WINTER SPACE HEATING DISCONNECTS TO HIGHEST HEATING MONTHS ' REVENUE REQUIREMENTS SUMMARY 198___ 0_g l 1984=85 TOTAL l PER KWH TOTAL a PER KWH 0 0) x_512,000 MWk) S2QQZ 1f 0_000 MWH) DISCRETIONARY TRANSFER $1,325 ,26 $1368 119 PRINCIPAL PAYMENTS 81S ,16 , 761 ,11 INTEREST EXPENSE .13096. ,21 1,3Oi 418 FUEL 8 PURCHASED POWER 15,963 3,12 35,102 5,06 _ OTHER OPERATi,NG EXPENSE 3,522 ,69 5372 ,76 MINIMUM INT,, CAPITAL '588. ,11 . 759 ,11 ADDITIONAL I NT, CAPITAL ---333 vO7 443 • GROSS REVENUES $23,643 4,62 $45,717 6,47 LESS: OTHER INCOME ` 510 -di - 504 07 REVENUE FROM RATES 523473 431 $45,213 6,40 CAPITAL STRUCTURE X994 BALL4 0 RAM EQUITY BALANCE $22,086 54% $22,914 50% DEBT BALANCE 18 JIM j TOTAL $410003 100% $46,186 100x i i 3 1 i • DEBT COVERAGE 198- 1984-85 GROSS REVENUES $23,643 $45317 FUEL, PURCHASED POWER & OHER O&M IM 74 $4,158 $4,643 DEBT SERVICE 1,931 2,062 COVERAGE RATIO 2,1 23 ti M WORKING CAPITAL M w t ' ANNUAL 08M EXPENSE $lGs509,000 $41sO74mOOO AVERAGE DAILY 08M 45;000 112,000 OTHER CURRENT ASSETS 1,819,000 4,621,000 DAYS OF WORKING CAPITAL 114 41• I I , DISTRIBUTION OF TOTAL, SYSTEM COSTS GENERATION TRANSMISSION DISTRIBUTION FGENERAL ENERGY- RELATED DEMAND- ' RELATED CUSTOMER- RELATED CUSTOMER GROUPS fr r yy LLR' A {ya~ ..X r .~,7 77,. il" 'f .YM t i. h „f.i7 •M !t Y' 1. .t .5 Y P. v. fir" i•^4 • f t• • 7f 7 . CUSTOMER COSTS. CUSTOMER NUMBER OF MONTHLY ~USTS RESIDENTIAL & SMALL -COMM-ERC1'AL $815,000 15,639 COMMERCIAL - THREE PHASE $4,34 COMMERCIAL - 205,000 2,143 *7,97 .Ll PRIMARY'SFRVICE 110000 Pl1HLIC; AUTHORITIES 20 45183 • 4 # 000 4b 7,25. . • y I I r j •R. " .I',}S v rp . t 4 J' r Y, H. xfG , '}rr^.y 'a Iy "^sR°ry„s~'"~ i,l"yp," ,15 DISTRIBUTION COSTS DISTRIBUTION ANNUAL COST _ COSTS MWN SALES PER KW RESIDENTIAL 8 SMALL COMMERCIAL $894,000 199,349 *451- ANNUAL' BILLING f LARGE COMMERCIAL - SECONDARY $8800000 457,000 $lm93 LARGE COMMERCIAL - PRIMARY 326,000 202,000 $1,61, . ' I f a,y ~'y~~? ` .'k~..F+d54.i!:p `9r 1n~,,,~S,fi~ K , .yK',~.r „ dr .T'rf%' r Y($ Y; . . , i w•~ryCAin, ;r, af. hd.' 'Y i .E ,r7~ i •67.• ~:E , + F.; 1. .,x;, ,.e 40 SEASONAL ENERGY COSTS- . . SECONDARY PRIMARY SERVICE SERVICE CU~B~ CUST----O• BASIC ENERGY. COSTS . $15 '575,000 ;',(INCLUDES 85% OF CAPACITY COSTS) 53,432,000 ANNUAL MWH SALE. 414,750 92,241 COST PER KWH , 3,791 -3.721 r. SEASONAL ENERGY COSTS t . 4a5,a 05z OF CAPACITY COSTS} a0 3 93; 'GOO SEASONAL MWH SALES 174,155 40COST PER KWH `400 .23L 231 .a i• i •'"41'}p M 'a~'' lf''I,~hi~ 'iH " °1 `Qi x 1 a 1A X ,{'btP r} k• -k M .;3 11 TIME-OF-DAY ENERGY COSTS SECONDARY PRIM RY SERVICE SERVICE CUSTOMERS CUSTOMERS BASIC ENERGY COSTS $13,380,000 $2,930,000 ANNUAL M`d SALES 4i.47S0 92,241 - COST PER KWN 3,231 3018t TIME-OF-DAY ENERGY COSTS $ 2,704,000 $ 618tOOO (1002 OF CAPACITY COSTS) PEAK PERIOD MWN .SALES 78,310 18,182 COST PER KWN 3,45,E 3.40E ~ 1 .t In i r'~ p~~,1ry r -Yt-, ~ r K 4 •Pgd'n fIY 'r"~. ° ' ~ 14 i DIRECT TESTIMONY OF FRED MORIARTY CITY OF DENTON, TEXAS ELECTRIC UTILITY COST OF SERVICE • JANUARY 71 1981 ~4°Y a.F"~ ~ vi it~ ~X ~4 ' 'A°~~ 1 i~_ N~y~ ~1., a'Y'➢(f' ~ i~,J, DIRECT TESTIMONY OF FRED MORIARTY • Q. Please state your name, o.;uupation and business address. A. My name is Fred Moriarty and I am President of Management And Research Consultants, Inc. (MARC), 225 S. Meramee, Clayton, Missouri, 63105. Q, How long have you been employed by MARC? A. I am a principal in MARC and participated in its organization in January, 1980. Q. What is your educational background? A, I obtained a masters degree in business administration from the University of Chicago in 1971 and completed my requirements as a Certified Public Accountant in Illinois in 1974. Q. What is your professional background? • A. I developed accounting and financial management systems for clients of the Burroughs Corporation in 1967 and 1968. I then spent four years in Corporate Finance with Motorola, Inc. until 1972. That was followed by two years in financial management with the State of Illinois (1972-74) and five years (1974-79) as a financial consultant with Touche Ross and Co. before forming MARC in January, 1980. Q. What is your experience in rate regulation? In the last year I have testified before the Alaska Public Utilities Commission on the PURPA regulatory standA.rds, assisted the Federal Energy Reglatory Commission Staff Counsel with the preparation of trial briefs regarding rates 1 hli 5 ^v L air" t 'r. s M .k T Y. ,ER 715 f ~ for the Trans Alaska Pipeline System, performed several cost • studies for municipalities regarding local cable television operations and given utility cost of service presentations to state and local government agencies. Prior to joining MARC, I was a Manager of the St. Louis office of Touche Ross s Co. I spent most of my five years with Touche Ross as a member of its national public utility resource group. I testified and/or directed the development of electric, gas, telephone, oil pipeline and cable television revenue requirements and rates for Federal, state and local government agencies. A professional resume is attached as Exhibit A. Q. What is the purpose of your testimony in this proceeding? As I am sponsoring the revenue requirements and cost of service analysis presented in MARC'S December 12, 1980 report to the City of Denton on the Electric Utility Rate Study. Q. Would you summarize your findings regarding the electric utility's revenue requirements? A. Yes. Total revenue requirements will almost double by fiscal 1985 due to customer growth, construction of new power plants with TMPAand increases in the cost of fuel, labor and other operating expenses. The average cost per kilowatt hour is not expected to change materially, however, until 1933 when the new TMPA generation plants begin to produce substantial amounts of energy. Customer growth is expected to provide adequate revenues to offset cost 2 i'Cr j -;f,3*v S ,rJ_~P+y w ti rt, increases until 1983. Total operating expenses are expected • to increase in 1983 and 1984 with the increased purchases from TMPA and to begin leveling by 1985 when the Con manche Peak and Gibbons Creek generating units are fully operational. Q. would you summarize your findings regarding the electric utility's class cost of service study? A. The total system revenue requirements were allocated to four separate components during the cost of service studyr customer, distribution, energy and capaoity. Two major factors considered during the study accounted for 'cost differences between service classes. The first factor, type of service, reflected three basic service types: single phase, three phase and primary service. This factor • directly affected the allocation of customer costs and indirectly affected the distribution, energy and ,apacity costs. Secondary customers were allocated a larger portion of distribution costs and a higher line loss percentage for energy and capacity costs. The second major factor in the cost study, seasonal (summer and winter) energy consumption, resulted in a larger proportion of peak capacity costs allocated to those customers with a higher summer usage. As a result of the above customer characteristics, the following cost differences were noted in the basic seasonal cost study. Monthly Customer Costs - Single Phase - $4.50 3 ` i ri+r i.y6~~t n + t V;' r." rh W Mt y "~1'a 62 t`.., + f i Y: M6 +J," a f Three Phase - $8.00 Primary Service - $46.00 Energy Costs (Kwh) - Secondary Service - 3.85¢ Primary Service - 3.80¢ Distribution Costs - Residential (Kwh) - 0.50 Distribution Costs - Commercial (Kw) Secondary Service - $2.10 Primary Service - $1.80 Capacity Costs (Kwh) - 0.3j Q. Does this conclude your testimony-? A.' Yes. 4 Y s; ,,yy.~~t f5 e. r'• a kT 7 77 .p 1 .ter i' z.L M ?r. EXHtB'YT :A RESUME FRED MORIARTY CONSULTING ?inancial Management and Data Processing EXPERIENCES o Directed economic, technical and regulatory evaluation of local cable television operation for the Columbia, Missouri, Cable Television Commis- sion. o Testified and directed field activities related to cable television companies be"o e rates s Alof two cable aska Public television Commission. o Directed financial evaluation and long term rate projections of cable television proposals for the North Central Area Cable Television Cooperative Advisory Committee, a consortium of nine cities in St. Louis County. o Directed a cost-of service study and the development of electric rates for the Columbia, Missouri, electric utility. o Testified and directed the development of testimony for electric, gas and telephone rate i cases before the Arkansas, Ohio and Pennsylvania Public Service Commissions. o Testified on the financing of the Trans Alr.ska Pipeline System (TAPS) and directed the analysis of oil pipeline regulatory methodology and the appropriate return on investment for the Commission. before the Fedecal Energy Regulatory o o Developed sewer rates and supportive cost systems for the sewer utilities inAnchorage, laska; Garland, Texas; Sheboygan Washington County, Oregon. o Performed an evaluation of the medicaid reimburse- ment rate policy in conjunction with cost audits of approximately 200 nursing homes for the Arkansas Division of Social Services. ehen o Performed an evalentigYstemaformCity 8ankv in 3t. audit freight paym Louis and directed the development of the Bank's internal control and reconciliation procedures. ,II 'r~ 7 t 73 7- T7 a, O Assisted the Director of Management Information Systems for J, Weingarten, Inc., a large Texas food retailer, in a management review and reorgan- ization of data processing. Reviewed long ran plans, defined needs for a Data Control Section, developed accounting system interface requirements and performed quarterly progress reviews for a period of eighteen months. o Directed the development of a long range management systems software evaluation for the City of Columbia, Missouri, o Implemented accounting and public, housing management systems for Municipal Information Systems, Inc, in St. Louis. o Reviewed the budget evaluation process used by the Missouri Mental Health Commission; and the integration of Mental Health operating budgets and comprehensive planning activities. o Performed a comprehensive review of administrati"ie systems within the St. Louis Community Development Agency including the contract processing, project monitoring program evaluation. r o Management of EDP audit function for local audit clients of a Big 8 accounting firm located in St, Louis, PREVIOUS _eneral Management and g Fir., EXPERIENCE: _ ,nce o Managed the development and implementation of the State of Illinois comprehensive statewide accl.~unting system, o Managed a 180 employee bureau for Illinois Department of Personnel including data processing, statewide ccounting, general services and administration of a personnel examinations, o Directed major modification of an Illinois state personnel/position information system. o Directed implementation of a program budgeting and accounting system for Illinois Department of Personnel, o Managed sections of Corporate Financial Evaluation . and Operational Audits for Motorola, Inc. o Designed and implemented management systems for 1W "'"1'n"~, it w^' j..si y ^R7j+'.:w . qt .r. ~y ''4,tyFI'~`i ,ti 4 .x 1 ` 4 1 DIRECT TESTIMONY OF JOHN C. PICKETT CITY OF DENTON, TEXAS ELECTRIC UTILITY RATES • JANUARY 71 1981 DIRECT TESTIMONY OF JOHN C. PICKETT 4. Please state your name, occupation and business address. A. My name is John C. Pickett and I am the Director of Systems and Research for Management and Research Consultants, Inc. (MARC), 225 S. Meramec, Clayton, Missouri 63105. Q• Crow, long have you been employed by MARC? A. I am a principal in MARC and participated in its organization in January, 1980. Q• What is your educational background? A• I oLtained a Ph,D, in economics from the University of Missouri, Columbia in 1970, Q. What is your professional career? A, Assistant Professor, Dept. of Business Economics and Quantitative Methods, University of Hawaii, Honolulu, Hawaii, 1968-711 Research Fellow, Urban Research Unit, Australian National University, Canberra, Australia, 1971-73; Associate Professor, Dept. of Economics and Business, Hendrix College, Conway, Arkansas, 1973-75. Q. What is your experience in regulated utilities? A. I was appointed to the Arkansas Public Service Commission in may, 1975• In June, 1977 I was appointed Chairman and remained Chairman, until January, 1979. 1 remained a member of the Commission until February, 19801 when I joined MARC. A professional resume is attached 1 as Exhibit A. S Q. Have you authored any professional publications? A. Yes. I have presented numerous papers at many professional meetings and seminars. 0. What is the nat,lre of your testimony in this proceeding? A. I am sponsoring the Public Utility Regulatory Policies Act (PURPA) issues concerning the rea+tlatory and ratemaking standards and the rate design issues in MARC's December 12, 1980 report to the Ci;;y of Denton on the Electric Utility Rate Study. Q. Would you summarize your recommendations regarding the PURPA standards? A. Yes. I recommend that the City adopt all of the regulatory ® and ratemaking standards now with the exception of the standard related to the Automatic Adjustment Clause. We recommend that the City defer a decision on the Automatic Adjustment Clause standard until the transition to TMPA is substantially complete. At that time (1983 or 1984), another restructuring of rates should be considered with a complete reevaluation of the proposed Energy Cost Adjustment. Rational producers and consumers will respond to the price charged for electricity. The PURPA objectives of conservation, efficiency and economic equity will be achieved only if the price of electricity reflects the true 2 resource cost incurrred to produce the electricity. The • consumer must also receive the proper information and price signals and be able to control at least a portion of his load if hu is going to respond to the appropriate price signals and relize the available benefits. We, therefore, used the following rule as a guideline in formulating our recommendations regarding the PURPA regulatory and ratemaking standards: "Does the standard result in the price of electricity being set equal to its true resourcce cost or provide the consumer an opportunity to respond to the appropriate price signals?" Q. Would you summarize your recommendations regarding the proposed rate design? • A. E have recommended, with a few exceptions, electric rates that reflect the estimated cost of providing electricity to different service types and voltage levels. The proposed rates are presented as two or three components depending on whether demand meters are installed for particular customers. The three components are a customer facilities charge, an energy charge and a demand charge. All of the customer facilities charges in the proposed rates reflect the average customer costs identified in the cost of service study except for the Residential A-1 customers that have monthly consumption less than 700 Kwh during the summer months. We have proposed a $2.00 reduction in t)e monthly 3 customer charge for these customers to continue the current conservation incentives offered these customers during the summer months. The proposed kilowatt hour energy charge for all customers is based on the average kilowatt energy and capacity costs for secondary and primary service. The basic energy costs for secondary customers is 3.85 cents per kilowatt hour which is proposed for all consumption during the year. The corresponding energy costs for primary customers is 3.80 cents per kilowatt hour to recognize lower line losses for primary service. We have proposed a higher (three mills) kilowatt. hour charge in the summer for all customers (except street lighting and dusk to dawn lights) to recognize the higher O capacity costs incurred to meet summer peak loads. We have also proposed a two mill reduction for winter kilowatt hours for residential electric heating customers. This lower winter rate meets the objective of the City Steering Committee to continue some winter discount for residential customers who provide the system with beneficial oft-peak heating energy demand. The proposed kilowatt demand charge for commercial customers is designed to recover the distribution related costs incurrec' b., the system. These costs are generally incurred as function of a customer's peak demand regardless of when that, peak is achieved. The charges to recover those 4 costs are, therefore, based on the estimated monthly billing demand of customers that are demand metered. Since residential customers are not demand metered, we have proposed collecting the distribution costs as an addition to the kilowatt hour charge rather than on a kilowatt billing demand basis as proposed for commercial customers. Thus the basic kilowatt hour charge for residential customers is five mills higher than commercial customers receiving secondary service. The City Steering Committee has indicated a desire to continue offering reduced rates to local government agencies to recognize the cost savings the City electric utility realizes by not paying local taxes. We have proposed elimination of any demand charges and continuation of an • energy charge comparable to commercial customers to ensure that these agencies receive the same conservation incentives. Our Electric Utility Rate Study also includes proposed rates for the following services. Dusk t.; Dawn Lighting Time-Of-Use Rates► Secondary Service Time-Of-Use Rates, Primary Service Interruptible Service Rate I have attached to this testimony three modified tariffs and one additional tariff for street lighting that was not included in our December 120 1980. T,.,? modified tariffs 5 ni. include the following: The Commercial and Industrial Lighting and Power Service is modified to include a different Customer Facility Charge of $4.50 for Secondary Service, Single Phase. The Time-of-Use Rates for Secondary (Schedule S-1) and Primary (Sch(,--dule P-1) Service are modified to change the definition of Billing Demand from the current "month's peak billing periods from 12 Noon through 9 P.M." to read "monthly billing period". 4. Does this conclude your testimony? A. Yes. 6 EXHIBIT A RESUME 05, JOHN C. PICKETT EMPLOYMENT: Chairman - June 1977 - January 1979 Commissioner - May 1975 - June 1577, January, 1979 - February, 1980 Arkansas Public Service Commission Associate Professor of Economics, 1973-1975 Hendrix Collects Conway, Arkansas Assistant Professor of Business Economics, 1968-1971, 1973 University of Hawaii Honolulu, Hawaii Research Fellow, 1971-1973 Urban Research Unit Australian National University Canberra, A.C.T. EDUCATION: Ph. D., Economics, University of Missouri, Columbia, 1970 M.A., Economics, University of Missouri, Columbia, 1965 B.A., Hendrix College, Conway, 1963 PROFESSIONAL ASSOCIATIONS: National Association of Regulatory Utility Commissioners (Executive Ccmmittee, Committee on National Energy Act) Midwest Association of Regulatory Commissions (Executive Committee) American Economic Association American Agriculture Economic Association I PUBLICATIONS: BOOKS: Public Authorities and Development in Melbourne, Australian National University Press, 1973 ARTICLES: "3ystem Analysis and Long Run Marginal Cost Electric Rates", 1980, Rate Symposium On Problems of F:egulrAted IrdustrFes. Forthcoming. "Forecasting Arkansas General Revenues:, Business and Economic Review, University of Arkansas, Spring, 1990. "APB Opinion No. 2, AddendumProceedings, Edison Electric Institute Financial Conference, 1979. "Measuring Corporate Performance", Proceedin s, Third Annual Conference of the Accounting and Finance Division of the Southeastern Electric Exchange, 1979. "The Structure of the Interdependence of Federal and State Ratemaking", Third Annual Public Utilities Conference, University of Texas at Dallas, 1978. "A Regulator's View on Rate Structures", Rural • Electrification Administration Retail Rates Seminar, 1978. "Identifying the Seasonal Period of Electric Energy Consumption", with Leigh Riddick, Proceedings, First Annual Regulatory Information Conference, National Regulatory Research Institute, 1978. "Energy Policy Formation Using Classical and Box- Jenkins Models", to be included in a text to be published in 1980. "Minimizing the Cost of Electric Power Using the Tools of InLirconnection, Wheeling and Pooling", Economic Regulatory Administration, U.S. Department of Energy, November, 1978. "Identification of the Seasonal Pattern of Electric Energy Consumption", Proceedings, First Biinnual Conference, National Regulatory Research Institute, 1978. "National Electric Rate Design Policies", U.S. • Senate on Energy, Conservation and Regulation of the Committee on Energy and National Resources► September, 1977. "Cogeneration", Inside Arka__ nsas, Sept/Oct 1977. • "The Economics of Emergency Rate Hearings", Proceedings of Worksho on Electric Utility F nano a Pro Tems an PotentiTSolutions, The M try Corporat on, Wash ii9ton Apra , 1976. Public Authorities and Develo ment in Melbourne, Australian -National Un vers ty press, 1973. "The Public Authorities", Finance for Investment in Urban Development, Urban Research Unit, ANU Canberra, 1972. "A PPB Analysis of the Department of Regulatory Agencies", Program Evaluation Branch, Dept. of Budget and Finance, State of Hawaii, 1969. Numerous seminar papers presented at technical conferences and University seminars. CONGRESSIONAL TESTIMONY: National Electric Rate Design Policies. Testimony on Part E of S. 1469 before the Subcommittee on Energy Conservation and Regulation of the • Committee on Energy and Natural Resources, 95th Congress, First Session, 1977. National Electric Rate Design Policies. Testimony on Part E of HR6831 before the Subcommittee on Energy and Power of the House Committee on Interstate and Foreign Commerce, 95th Congress, First Session, 1977. Testimony on HR 9482 before the Subcommittee on Livestock and Grains of the Committee on Agriculture, 95th Congress, Second Session, 1978. • Commercial and Industrial Lightinq and Power Servioe Rate :schedule B (1) Net Monte Rate: Demand Charge: Primary Service: $1.80 per month per kW for all kW of billing demand. Secondary Service: $2.10 per oonth per kW for all kW of billing demand. Energy Cho e: Billing months of June through September: Primary Service: All kWh @ 4.100 per kWh Secondary Service: All kWh @ 4.V per kWh Billing months of October through May: Primary Service: All kWh @ 3.800 per kWh Secondary Service: All Mi @ 3.850 per kWh (2) Customer Faciliri Charge., Primary Service: @ $46.00 per month secondary Service: flee Phase @ $8.00 per month Single Phase @ $4.50 per month (3) Mailability: Available to commercial and industrial users except that service hereunder is not available for resale, breakdown or standby power. (2) Billing Demand: Equal to the kW load metered during the 15-minute period of maximum use during the current monthly billing period. (5) Payment: Billing for services hereunder will be at the net monthly rate, payment cf which is due when bills are issued. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (61, Energy Cost A ustment: is All charges of the net monthly rate will be increased or decreased according to tie current energy adjustment clause. A-4 Time-of-Use Rates - General Service, Secondary Schedule S-1 (1) Net Monthly Rate: Demand Charger $2.10 per month per kW for all kW of Billing Demand Energy Charge: Billing months of June through September: 12 Noon through 9 P.M. @ 7.20¢ per kWh 9 P.M. through 12 Noon @ 3.20V per IUh Billing months of October through May: All kWh @ 3.202 per kWh (2) Customer Facility Charge: Single Phase @ $7.50 per month Three Phase @ $12.00 per month (3) Auailability: Rate Schedule S-2 is applicable to approved electric service required for secondary distribution service at voltage levels not to oceed 480 volts. (4) Billing Demand: Dgual to the kW load metered during the 15-minute period of maximum use during the current monthly billing period. (5) Service: At the utility's available secondary voltage and phase. (6) Payment i Billing for service hereunder will be at the net monthly rate, payment of which is due when the bills are received. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (7) Energy Coot Adjustment: All charges of the net monthly rate will be increased or decreased aocccding to the current energy adjustment clause. (8) Aiecisl Facilities: i A-9 • All service which requires special facilities in order to meet the custcmer% service requirements shall be provided subject to special facilities rider, I • A-.10 . Time-of-Use Rates - General Service, Primary Schedule P-1 (1) Net bbnthly late: Demand Charge: $1.80 per month per kW for all kW of billing demand Energy Charge: Billing months of June through September: 12 Noon through 9 P.M. @ 7.050 per kwh 9 P.M. through 12 Noon a 3.15 per kWh Billing months of October through May: All kWh @ 3. IV per kWh (2) Customer Facilities Charge:. 5,60.00 per month (3) Mailability: Rate Schedule P-1 is applicable to approved electric service • required for primary distribution service at voltage levels not 60 exceed 69,000 volt3 and billing demand equal to or greater than 20 kW. (4) Billing Demand: Equal to the kW load m,stered during the 15-minute period of maximum use during the current monthly billing period. (5) Service: At the utility's available secondary voltage and phase. (6) Payment: Billing for service hereunder will be at the net monthly rate, payment of which is due when the bills are received. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (7) Eergy Cost Adjustment: All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. • (8) Special Facilities: All. service which regjires special facilities in order to meet the, customer's service requirements shall be provided subject to special facilities rider. A-11 ® Street Lighting (1) Net twD1y Fate: All kWh @ 5.49. per Wh (2) Vailabilit s Available to the City for street lights i~aw slat: %4 -J (3) Service At the utility's available secondary voltage and Ehase. (4) payment. Billing for service heroonder will be at the net monthly rate, payment of which is due wikn bills are issued. Bills which are not paid within ten (16) days from the date of issL Ace thereof will be considered overdue. (5) fhecZ Cost pdjustrent: All. char.les of the net monthly rate will be Increased or decreased according to the current energy adjustment clause. Street Lighting 6 Traffic Signals (1) Net Monthly Rate: All WE @ 3.650 per k;IH (2) Availabili~y: Available to State and local government agencies that install and maintain their own street lights and traffic signals. (3) Service: At the utility's available secondary voltage and phase. (4) Payment= Billing for service hereunder will be at the net monthly rate, payment of which is due ti `.en bills are issued. Sills which are not paid within ten (10) days from the date of issuance thereof will be considered overdue. • (5) Energy Cost Adjustment: All changes of the net monthly rate will be increased or decreased according to the current energy adjustment clause. (6) Maintenance Charge: Maintenance expenses billed at cost. CITY OF DENTON, TEXAS ELECTRIC UTILITY RATE STUDY BY MANAGEMENT AND RESEARCH CONSULTANTS, INC, DECEMBER 12, 1980 MARC A Professional Conjulfing Group • MARC A Professional Consulting Group • MANAGEMENT AND RESEARCH CONSULTANTS, INC. 225 S. Meramec, Suite 105 John C. Pickett. PK0. Clayton, Missouri 63105 (314) 725-6763 F(141 Moriarty. C.P.A. F;khsrd P. Anthony December 12, 1980 City of Denton C/0 Mr. R. E. Nelson Director of Utilities Municipal Guilding Denton, Texas 76201 The City of Denton engaged Management And Research Consultants, Inc. (MARC) in May, 1980 to develop a PURPA Compliance Manual and to perform an Electric Rate Study. The enclosed revenue analysis, cost of service study and prnposed electric rates presents our findings and recommendations concerning electric rates in Denton. A summary of our approach to the cost of service analysis and our proposed electric rate structure is provided in the Management Summary section of the report. We appreciate the opportunity to assist the City of Denton in this important engagement .ghich will have a direct effect on the cost of energy and conservation in Denton. We also thank the Steering Committee and Electric Department for their patience and cooperation during the study. +er truly yours, n Fred Moriarty President FJM:sh CITY OF DENTON, TEXAS ELECTRIC UTILITY RATE STUDY ~I i BY MANAGEMENT AND RESEARCH CONSULTANTS, INC, DECEMBER 129 1980 TABLE OF CONTENTS MANAGEMr-NT SUMMARY 1 REVENUE REQUIREMENTS 4 Fuel and Purchased Power 7 Debt Ratio 8 Cash Working Capital 9 Plant Additions and Depreciation 10 COST OF SERVICE 17 Select a Test Period 18 Assign Costs to Functions 18 Classify Costs Within Functions 14 • TARiFFS 46 Residential Service 48 Commercial Service 49 Local Government Service 51 Lighting Ser0 ce 52 Time-of-Use Rates 52 Time-of-Use Methodology 54 Cogeneration Tariffs 56 i Interruptible Tariffs 57 Energy Cost Adjustment 57 APPENDIX A - Proposed Electric Tariffs APPENDIX 8 - Comparative Electric Rates • APPENDIX C - Billing and Col;artion Policies • MANAGEMENT SUMMARY The City of Denton, Texas engaged Management And Research Consultants, Inc. (MARC) in May, 1980 to develop a PUR"A Compliance Manual and to perform an Electric Rate Study covering a future period from fiscal year 1980-81 through fiscal year 1984-85. The City of Denton Charter requires that the rates and charges of the Utility Department be reviewed by the hol is Utility Board at least each five years. This report will complete the electric rate study and provide the basis of our recommended electric rates. During the cost of service analysis, we allocated the total revenue requirements to each customer class for the first year of the five year projection period according to cost causation characteristics of each class. These class characteristics • include the number of customers, peak period consumption and total consumption. While total revenue requirements will increase during the study period, relative class consumption characteristics are not expected to change significantly during the study period. The class revenue requirements obtained from the class cost of service analysis have been compared to current revenues and customer class rates to determine the increase in rates anticipated over the five year period to meet total system revenue requirements. The completion of the class cost of service analysis and review of currently available class load data has provided the basis for our proposed electric rates and recommendations regarding the PURPA standards. Although PURPA language designates cost of service as a ratemaking standard along with declining block, time-of-day, seasonal and interruptible rate,; cost- 1 based rates, not cost-of-service studies, are the means by ohich PURPA's • objectives of conservation, efficiency and equity ran be achieved. The cost-of-service analysis, therefore, is required to design cost-based rates and to evaluate the cost of service standard and the cost effects of the alternative rate types. Our analysis of available sales and expenditure data indicates that increases in electric utility costs will average about 7.0% per year over the next five years as the City undergoes a transition from self generation to purchasing under a contract agreement from the Texas Municipal Power Agency (TMPA). It appears no increase in average base rates will be required until substantial energy is obtained from TMPA if the current revenue level is maintained and the sales forecasts defined in the recent power supply study are achieved. Any cost increases will likely be • recovered through the fuel adjustment clause because they will likely be the result of increases in fuel and purchased power costs. Total operating expenses are expected to increase in 1983 and 1984 with the increased purchases from TMPA and to begin leveling by 1985 when the Com manche Peak and Gibbons Creek generating units are fully operational. These increased revenue requirements do not mean that the revenue required from all customer classes will increase at the same rate. 'rhe effect of customer and load growth have been included in the estimate of the additional revenues required from each customer class necessary to meet the total revenue requirement. The customer class cost of service study has recognized the increase in the number of customers, Kwh consumption and class loads. The low increase in total costs projected during the next two fears indicates that this may be an opportune time for the City to 2 implement our recommended restructuring of electric rates. i The effect of the rate restructuring will be offset in part by customer load growth and increases in KIAH consumption. The combined effect of all factors will result in rates ..hich more accurately track the costs a customer causes the Electric Oepartment to incur in order to meet the customer load. i • REVENUE REQUIREMENTS Two bases of determining revenue requirements are common and each has its own preferred application. They are referred to as the "utility basis" and the "cash basis". The utility basis is applicable to investor-owned utilities which are entitled to earn a profit or return on their investment. The cash basis is commonly used for publicly owned utilities, since the consumers or rate payers are also the owners of the system. The cash basis requires that revenues must be adequate tc meet the cash requirements as determined by the system cash outflows. It is based on estimates supported by operating experience and knowledge of future needs. Tho items included in the determination of the cash requirements normally include operation and maintenance expense; debt requirement • expenditures; and the cost of minor extensions, replacements and general improvements typically financed with current revenues. Optional items such as appropriations for major improvements and contingency reserves may also be included. Gross revenues must be provided by operating revenues derived through the rats schedules and additional nonoperating income collected from various sources. Use of the cash requirements method for the City of Denton requires estimates of three major components to determine the total revenue requirements. They are: o Operation and Maintenance Expenses (Excludes Oepreciatio..) o Debt Service Requirements (Includes Principal and Interest) o Retained Earnings for Internal Capital Needs and General Fund Payments These cash requirements include all the cash expenditures the utility 4 • is now required to produce from its operating funds to m^et its cost of operations. Since we anticipated transfers to the General Fund and Improvement fund in projecting the Revenue Requirements, we assumed that adequate revenue would be generated to meet the minimum debt coverage ratio of 1.4 times debt service. We, therefore, did not make any additional adjustments to revenue requirements for the debt service requirements. Table I-A summarizes the projected revenue requirements for the Denton electric utility through fiscal year 1985. The following individual cost items are included on Table I-A in the determination of the revenue requirement. 1. The Oiscretionary_Transfer is 6% of the prior year-end iiet equity balance computed on Table I-B. 2. The U.S. Government Obligations purchases are required during the first six years of the Electric System Revenue Refunding Bonds, Series 1978 as ih 3wn in the City's debt service schedule. 3. The Interest Expense - Old Debt represents the first six years of interest expense on the Electric System Revenue Refunding Bonds, Series 1978 as shown in the City's debt service schedule. 4. The Principal Payments nents - New Debt was obtained from the draft of the 1980 Power Supply Study, Exhibit IV-3 and ...ents the estimated principal payments on new debt lssijes anticipated from fiscal year 1981 through fiscal year 1985. The new debt issues projected in fiscal years 5 1981 and 1983 were reduced by one half in accordance with discussions with the City's Rate Study Steering Committee. The subsequent years debt service was also changed accordingly. 5. The Interest Expense - New Debt was obtained from the draft of the 1980 Power Supply Study, Exhibit IVA and represents the estimated interest payments on new debt issues. We adjusted the projected interest expense to correspond to the adjustments to Principal Payments - New Oebt discussed above. b. Fuel ano Purchased Power costs were obtained from the City Electric Utility. The Electric Utility obtained preliminary estimates from the TMPA Preliminary Official • Statement but adjusted the fuel and purchased power cost in fiscal years 1?81 and 1982. 7. Other Operating Expenses were obtained from the TMPA Preliminary Official Statement by the City Electric Utility. 8. The Revenue Requirement Before Adjustment represents the total system revenue requirements excluding the amounts required for the Improvement Fund to finance replacements. 9. Minimum Internally Generated Capital is equal to 8% of gross revenues lets fuel and purchased power expenses and represents the minimum internally generated capital required for transfer to the Improvement Fund. 6 IS . 2f~ • 10. Additional Internal Capital is included to assure a positive net income to the electric utility and is equal to an additional 4% of gross revenues less fuel and purchased power. This item has been increased by $765,000 in 1980-91 to achieve the Public Utility Board's desire to obtain rates that prcJuce adequate revenues to meet the current year budget. 11. Gross Revenues represents the total system revenue requirements. 12. Other Income includes interest income, rentals from warehouse aid service center and miscellaneous operating revenues. No allowance is provided for revenues from penalties. 13. Revenue Requirement From Rates represents the amount of revenue requirements that will have to be recovered through rates charged to electric customers. Depreciation expense is not included in the determination of total revenue requirements because it is an expense that does not require an outflow of funds. We have instead included Principal Payments on debt service and the purchase of U.S. Government Obligations which represents the outflow of funds that are required to eventually retire the debt used to finance most of the utility's construction. FUFL AND PURCHASED POWER The largest cost items included in the revenue requirement • calculations are fuel and purchased power expenses. As shown below, the 7 costs of fuel and purchased power are expected to continue to increase until the new TMPA power plants are completed in 1984. The cost of purchased power and fuel is expected to begin lfvoling off. in fiscal year 1984-85 which is the last year included in this Electric Rate Study. A substantial portion of the future purchased power costs from TMPA is expected to be charged to the member cities in the form of a demand charge. This will have a significant effect on the proper allocation of purchased power costs in future cost of service analyses. PURCHASED POWEk PERCENTAGE FISCAL YEAR PLUS FUEL INCREASE 1979-80 $12,2001000 1980-81 159963,000 21% 1981-82 19,499,000 1982-83 24,6410000 26% 1983-84 329575,000 32% . 1984-85 359102,000 10% DEBT RATIO Table I-B is provided to show the calculations required to compute the year end balances for debt and equity (retained earnings) during the period covered by the revenue requirement projections. This table serves two purposes. First, it provides an indication of the expected trend in the electric, utility's debt ratio over the neAt several years if it realizes the revenue and expense projections used in the report. As can be seen at the bottom of Table I-8, the debt r is expected to increase from its current 47% to appso4imately 46% by , The second purpose served by this table is the development of year-end equity (retained earnings) balances necessary to calculate the estimated 8 ~F1 annual discretionary transfer to the General Fund. The annual ® discretionary transfer shown is 6% of the prior fear's ending equity (retained earnings) balance. As .an be seen on Table 1-8, the year-end equity balance and consequently the annual discretionary transfer increases only slightly from 1981 through 1985. CASH WORKING CAPITAL Table I-C provides an analysis of the expected annual change in current assets and liabilities. Accounts receivable are expected to remain about 22% of gross operating revenues through the study perio.i. Fuel inventories are expected to remain at about 14% of annual fuel costs until fiscal year 1983 when the City will be obtaining substantially all of its power from TMPA. The net change in the balance of these accounts in each year of the study represents our estimate of the annual change in cash work4ng capital. Other current assets which is prioarily cash working capital of approximately $8 million dollars represents almost six months of cash working caf,Ital. Daily cash working capital requirements are about $45,000 ($16.5 million annual operating expenses divided by 365 days). S8 million dollars divided by $45,000, therefore, is equal to nearly 180 days or six months of working capital. Daily cash working capital needs are expected to increase to approximm~ately $110,000 per day by 1985 ($41 million annual operating expenses divided by 365 days). Our cash working projections shown on Table I-C reflect an estimatec cash working capital or balance in other current • assets at.the end of fiscal year 1985 of $5.4 million. This will represent 9 approximately fifty days of cash working capital, a substantial reduction from the current level. 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OI M n r O r-f V pp M v !V H PaYJ 1p1 p1 <p 00 V q O 01 $ O ^ C P 4 Q r-A M O j A r ~ L NN; n O d N M ff M A M fry a; N N ~~OJJ N L N $ ~ ~ C x N a gg 8 N~& A~6 J p,~aO ~N, Y Y ~7 > y u`n y 11 Wp1 ~8~Oy V1 GO N uN N4 CW ` y A6A 0 6•Oy _u tlN C I S1 OC L JA I dL vyC N WC `M p u yq1 Y 1 yLL.Y 1 v OYI rOi ~ N O 0.~ O Yd v y `W ~~G 5 s H 4 An N r •a ~ N ~ ~ N ~ ~ + ~ MY. ~ 1 ~ y q O +~i p GJ V1 ` 1 G S W ~ Al 'Y v+ 6yy~.CJ;1'~ NS y`~ ~gcJ~QSWC L~ s .ri>Lr ` R W ~~+5 i {1`a11~1L q= /eq:P L .J V LO 9 W J • p, 4! 2 +NyN1r 3NO NV ~A3$ i.e~ C ~•Jr.. N r OI I.7 M .7. 4 b 7 Y 6 ? X81 N G ~ F~ N N F~ _ {y. `y `y m a yy1 O1 q lj 61 1~16r N !,S d :!Ci !!0. J M ( [1J G yy1 •J `4 ~'J aY RY f0! ~ •Of iL .J G~G~++ rOO ..87 vl I V N n W ~ N ~ N 0~ H H M M rr ww o0 ~ N'' Q M O: r 7~ ~O O ~ O N N v I 4 H N ~ M N n• N ^O 1 yyp m r N^ ~,j 4L ai. N O i[ v H [ H 12 W Q App .Q ~p G (y n P r0 N r-. M H H O ~p pp W~OI ~ O Cq ~ V a N i~"I ~ ~~iif N N O K ^ H H M rOi N n ~ n < f ~ H H N yy// p 4p fV yV JO < ^ ~ Or ~N NE ^ i 0u ~fNf N •r O~ ^ I tow N Y •Pj 6 O NH 1O Y N 1A NT p \ 44 O r M O~ K1 t'rY Y ~7 M ~ I ~ a • pyv ~~N ^1 n (INVV v M PI N t~• M N H A V6 r I {I p M N N G r~ p p~v ~ O O O ~ O O on OOpH pp~~ .p •1 L e•f N Nt fV rt as Vii v+t i u r0 m f iA I O • •3 604 64 n OD m Oi N N m ynj C O KAv ~dy N O N ~ 4 6YA `.k x E ~N d 3 b ~ q i a 5 0~~ ad r V i W r urn N M ♦ ♦ e~ Lp V iC ~ V Ny A r p ry.~ ~ C 4y ~GJj O~ yH S D i 6 J GL 0 at 01 M n r~ n on m ~..N. O 1 p nd b • H d M I~ m P f n M n N x xy Fy/ \ P r M f ~yy Z JJ M r-x m b f l~ Y1 f Y N1 S\ M N P x ~ CA N M ONO m M M N ~T nI YJ \ ~D n n 11 8 e en kC h g P f~ '''JJJ M NI (Q~ lV 1M $ a H N p~ 9a N ~p y~ o . Y W 4 a O~ 04 M N b of O N~ fw1. I C YI { • fV u~ i~R ~ N O~ n N~ iX Y W 1~1 M 1~1 ..r N1 LLis C r n M n n O P O ~ of ~ N Y a N e+1 .r N N M M T ~ A r M N n I f N~v N e'1 NV H ~j a V5 OL ~ ~ ~O Ott ~ P f9 P ~n ~j P r! 6W ~i M T V1 f ~O nE M ~ ~ mNl ~ O W I! rn .r ~.n O M N N r n ~ V •CC- r ~ 0. 6 O J C ' S • N w y w M e~ L ~ 4 ~6 yQy ~ ~ ~ 6• H O N ~ N x 1~~f M M rxf ^ ~ i M r1 M s ow ,o •r M L M r O M Q ~ ~ C ^ Y1 N N X 1 P N ti M ~ • N N 1 M 1 ~~yy M CO O O N f b N~ b y a b f .~.1• .a .-r r f OD N N 31 N ^ N N N M NI 1A cc a N , --li ,c x v ti N ~ N O O /t ^ ~O 1f1 n ~I f N Y1I 6n W M M rr O • ~O„ u v N N ^ O a n N N{ N ~ y~ to A ~ ~ 'r f•1 N .N M fl •Y~1 S N M M f~ V v•y~y~i1 4 p O i ~ W 1~ ~ F O A nl ~O r N~ M N r N C fD W H M r.• • N uCy 7 u a~O ~ ° ° C y ~ c D y pC ° € 5 ~ q ,5 V r y V 61 C u a uu` O N N F N w • N ►L- pOp 1!1 S N p~ ~ ,Vj W 1 %A P~• /pm~1l • COST OF SERVICE Although PURPA language designates cost of service as a ratemaking standard along with declining block, time-of-day, seasonal and interruptible rates; cost of service rates and not cost of service studies are the means by which PURPA's objectives o° conservation, eIficiency and equity can be achieved. However, cost of service studies are required to design cost-based rates. Therefore, it is not possible to evaluate either the cost of service standard or any rate type independently. A cost of service study allocates the utility's total costs to customer groups according to the actual costs of providing electricity to that group. Rates based oii cost of service study results will represent a significant step toward meeting PURPA's objectives of conservation, efficiency and equity. o Consumers will be motivated to conserve electricity because cost-based rates reflect, to the greatest extent possible, the true costs of providing utility services and, is such, will increase as service costs increase. o Efficient electricity production will be indirectly encouraged because a major goal of utility regulation is to ensure least cost construction, investment and fuel purchase by utilities. o Equitable rates will be promoted because customer groups will be charged on the basis of cost of service, reflecting their relative demand on the system, electricity consumption and need for related services. 17 For this study, we have utilized a traditional cost of service methodology which includes the following four steps, 1. Select a test period. 2. Assign costs to functions (generation, transmission, distribution and general). 3. Classify costs within functions (energy-related, demand- related and customer related). 4. Allocate costs to customer groups. The sequence and relationship of these steps is shown on Table II-A-1. SELECT A TEST PERIOD The time period selected for evaluating relative customer class costs is the same used to determine revenue requirements. Although the analyses S for a future test year(s) is based on more uncertain data such as expense forecasts, failure to assess the potential future impact of rate decisions may adversely affect a utility's earnings and general financial conditions. Since the relative customer class load characteristics are not expetted to change significantly during the study period, however, we have not presented a complete customer class cost of service analysis 'oeyond 1981. The tables in Sections II-9 and II-C show the results of our cost study for 1981. ASSIGN COSTS TO FUNCTIONS The first major step in calculating cost or service to each customer group is to assign a utility's costs to either the generation, transmission, distribution or general function. Depending on the techfical 18 configuration of the utility's system, further disaggregation of costs into subfunctions may be desirable for a more precise allocation to customer groups. For example, distribution costs could be further allocated between primary and secondary distribution costs according to voltage service level. This concept is discussed further in the Rate Design section relating to the large commercial customer class. Some costs, such as the cost of speciel facilities as street fighting, are not classified by function; instead they are assigned directly to a customer group. Costs that are identified as not being directly related to these three functions should be assigned to the general cost function. Tables II-6-1 and II-C-1 show the assignment of general cost categories to each major function. The costs are taken directly from the Revenue Requirements section of this report or from supporting workpapers provided by the Electric Utility. CLASSIFY COSTS WITHIN FUNCTIONS As illustrated in Table I1-A-1, the costs assigned to each function must be further classified as being one or more of the following, o Demand-Related - The costs are fixed costs of meeting customer demands. These costs are the function of the kilowatts (KW) of demand imposed on the generation, transmission and distribution segments of the utility's system. The City of Denton does not currently have adequate load data to accurately estimate the relative peak KW loads of each customer class. We have, therefore, allocated demand costs rs a function of 19 +MM" kilowatt hour sales that will, at a minimum, reflect the • relative contribution of customer loads on peak capacity requirements. Distribution plant peak requirements are generally determined by individul customer peak demand requirements whether or not that peak is coincident with the system peak. Consequently, we have allocated distri')ution costs based on the relative annual consumption of each customer class since an increase in an individual customer class demand could cause additional distribution costs regardless of the time period in which the increased J I demand is required. Total generation and transmission plant costs ® typically reflect the maximum system generation demand requirement. An increase ir. customer demend during the winter or off-peak (seasonal) period will generally not require the utility to add additional plant although fuel or other variable expenses will be incurred. A permanent increase in customer demand during the summer peak period will most likely require the utility to add or contract for additionai generation and transmission plant. The concept of peak load cost allocation recognizes the greater cost consequences of increased peak period demands and consequently, allocates a greater proportion of coincident capacity costs (generation and transmission) to the seasonal periods in which the system 20 has a high probability to reach its peak demand. Potential problems exist, however, if summer or peak period rates are designed to absorb all the system capacity costs. The utility's summer rates may be dramatically higher than neighboring communities. The utility may also be selling energy during the winter or off-peak period at the variable cost of veneration which means that revenues from off-peak consumption would contribute nothing to the fixed generation and transmission costs of the system. A practical solution to this situation is to add a demand cost component to the winter or off-peak period rate to assure recovery of at least a portion or fixed capacity costs, This is an important consideration for the Denton Electric Department during the transition to cost based rates, while participating in a major construction project and during the period when more accurate customer load data is assembled. For purposes of the Rate Study, two cost of service I studies hive been performed. For the basic seasonal rates (Table 1I-8)0 the City Steering Committee has indicated a desire to have costs assigned based on the ~cirtionship of the summer and winter peak demands. The winter peak has been approximately 85% of the summer peak, For optional time-of-day rates (Table II-C), coincident peak costs are allocated based on summer peak 21 KWH sales. Such an allocation scheme provides a practical estimate of the coincident peak summer KWH costs upon which a time-of-day rate differential may be based. o Energy-Related - The costs are related to the operation of facilities to meet customer energy requirements such as fuel and purchased power. They are a function of the kilowatt-hours (KWH) produced to serve customer groups and are, therefore, allocated on an annual KWH basis. Future purchased power costs from TMPA may include a fixed demand component as high as 40% of the total charges necessary to assure that the high fixed costs of new plants are recovered. The expected increases in • capacity-related costs associated with TMPA generation will require extensive analysis of load data and time-of- use costing in future years to disc:rurage all classes of customers from adding electric load during the system peak periods. o Customer-Related - The costs are related to providing customer services. These costs are a function of the number of customers serve) by a utility, Customer-related costs include portions of the distribution investment as well as meter equipment, meter reading and billing expenses. Different customer classes or services have been weighted for cost items that vary by service type. 22 The classification of genera" :an, transmission and general costs is • relatively straightforward. However, the classification of distribution costs is more complex. One of the major methodological issues related to a cost of service study is the classification of distribution system costs into demand and customer-related. Distribution costs can be divided between the demand and customer- related categories or weighted to recognize the type of service provirtd. For lxampli, the need for line transformers is a function of bot,,. the number of customers served and their peak demand. The costs of the distribution system incurred in order to meet maximum customer group demands are generally classified as demand-related while the costs of distribution facilities incurred to connect customers to the utility system are generally classified as customer-related. We have allocated all . distribution costs to the demand-related category but assigned a greater weight to secondary service customers to recognize costs associated with the additional distribution lines requirtA to serve these customers. Customer-related costs such as services and meters have been assigned to M; weighted customer-related category to allow for differences in meter and service drop costs between small and large customers. We have used a weighting factor of ? for small commercial and 10 for large ommercial as shown on Table II-A-2. The larger weighting factor for large commercial is based on relative meter installation cost estimates provided by the Electric Utility. 23 L TABLE fE -A COST OF SERVICE METHODOLOGY AND ALLOCATION FACTORS i 24 TABLE II-A-1 DISTRIBUTION OF TOTAL SYSTEM COSTS GENERATION TRANSMISSION DISTRIBUTION GENERAL • ENERGY- RELATED DEMAND- RELATED CUSTOMER- RELATED CUSTOMER GROUPS 1 25 • TABLE II-A•2 CUSTOMER ALLOCATION FACTORS UNWEIGHTED WEIGHTED (1) ADJUST O NUMBER OF WEIGHTING CUSTOMER CUSTOMERS PERCENTAGE FACTOR M FACTOR PERCENTAGE OM Residen'~ial A-1 (2) 41388 24.6% 1 49388 21.7% A-2 (3) 10,744 60.2% 1 10,744 53.1% Commercial B-1 (4) Single Phase 507 2.8% 1 507 2.5% Three Phase 1,522 8.5% 2 31044 15.1% 8-2 (5) Primary Service 20 0.1% 10 200 1.0% Secondary Service 621 3.5% 2 1,242 6.1% Public Authorities 46 0.3% 2 92 0.5% T7o848 I0.3% -2'U 1 11 TOO% (1) Weighting Factor to recognize large meter and service cost: of commercial accounts (2) 15,132 x 29% 3 15,132 x 71% (15,132 total residential customers provided by Electric Utility) (4) 2,670 x 76% J 2,029 (2,670 total commercial customers provided by Electric Utility) Single Phase, 2,029 x 25% Three Phase, 2,029 x 75% • (5) 2,670 x 24% = 641 Secondary, 641 - 20 • 621 26 TABLE II-A-3 O CUSTOMFR CLASS ALLOCATION ENERGY ALLOCATION FACTORS ANNUAL MWH ANNUAL MWH LINE GENERATION CONSUMPTION LOSSES REQUIREO PERCENTAGE Residential A-1 (1) 229657 6.3% 249180 4.4% A-2 (2) 1519625 6.3% 1611'20 29.7% Commercial B-1 (3) 25,067 6.3% 269752 4.9% 8-2 (4) Primary Service 920247 4.6% 96,695 17.8% Secondary Service 196,024 6.3% 2091204 38.5% Public Authorities 19,377 6.3% 209679 3.8% Street Lighting 4,844 6.3% 5,170 0.9% • 511,841 5443500 100.0% (1) 174,282 x 13% (174,282 total residential consumption provided by Electric Utility) (2) 174,282 x 87% (3) 313$38 x 8% (313,338 total commercial consumption provided by Electric Utility) (4) 313,338 x 92% • 288,271 Primary, 288,271 x 32% Secondary, 288,271 x 68% 2 1 ".T TABLE II-A-4 • CUSTOMER CLASS ALLOCATION DISTRIBUTION ALLOCATION FACTORS ANNUAL MWH DISTRIBUTION WEIGHTED GENERATION 1 FACTOR DISTRIBUTION. PERCENTAGE (A) _"l '2 ~ Ax B Residential A-1 24,180 1.0 24,180 4.7% A-2 1619820 1.0 1619820 31.1% Commercial 8-1 (3) 26,752 1.0 269152 5.1% B-2 (4) Primary Service 96,695 0.8 77,356 14.9% Secondary Service 209,204 1.0 2099204 40.2% Public Authorities 4 O% b Others 209679 1.0 20,67 5399330 5199991 100.0% (1) Table II-A-3, Column 3. (2) Primary distribution lines are estimated by Electric Utility to be 80% of total distribution s stem; therefore, primary distribution customers receive a weighting factor 8) that is 80% of the secondary distribution customers (1.0). 28 • 1 O ul w LLJ v 14 Z Ln M N tx0 W) C u mm d f70 a M •-4 M W r r Q. J 2 Z ~ W M N Ol Qt 00 Q1 O d Lr' W tr CT S. N0M N 000 0 w t W = w . w w w w • f!1 uj c:r en 1.0 d m 1 Z W M ~ C r1 _ 01 u 00 urW Mfh M OD M O N l0 l0 t0 d t0 ~0 r-4 N J O x ac QQ v N ~ ul) Ln 00 Lin d Q Q tY CA -A O coo M LA co V 4. W ]6L m 0 w w • A X Ln J O La M 1d d 0; M Gbi V i-. • 1!1 L r 1 4 O 1n ^ - c, v v to 4+ W J LA m d %.n ao o ILn U IL w J V ce 1- R 2 0 00 dW 1A to 1~ I N w • w n O Cw n• • w C rl% n •-4 10 4./ O 1'- N •-1 H 1~1 C.1 N d V N trd.M•1 i 0 41 V N M M M M M 10 41 moo v vr..i xv u 7 V fyw a a M n OO 1x11 O 'btm VI S. C A.-.N N wz M n MOO O N N 0 C' "a - CO ••-4+d Cn A LA C N U M d d M d M d V W LA O CO O d N C W ~ >1 a N v 1 x 4,1 va J= ~O I d 0 41U*) .19 .•1 C ^ W L C tf 0 z ~M N 7 f~ f\ f~ d ^y C 1 N X D t\ Ln d 1010 O NO M 00 d • GG00 O M CJ1 A O O w w w • • w w O> i 00 O *a 4+ -f--J r y N w-1 In N ~0 01 d 1-4 V 41 O v 1n N 4+ A O N N1n N fro H V`4 A Vi 1 •r Nr"kc C/ Q. E M 0 r A H Q O ~ f Q) N •r- N O N 00 V VI Q >1 L VI C W 1~ r C U j N A 41 E O L~^ Q v v i 0 q t7 Qi L > 01 C A C••-uN LS 4J N vt s. N C Q) d r (U iy 4) az E r 'r f3. 9 X: r r N L 41 Vf 01 V1 0 E *j cc L M CC 4) -1 >1 e N A ArO'1 d L go V w- t/1 W U O}2 d .~-1-~ ~ r ~ 4! A N H N H N N .0 .a i u r`.-r..••..-. i. r..-. Q Q V 00 Ofi 0. Vhf 1O w-/ N M tt 0 10 f~ 00 wvv.~ vvv OTC TABLE ll-B SEASONAL COST STUDY 30 TABLE iI-8-1 FUNCTIONAL ALLOCATION - 1981 (000) DISTRI- STREET TOTAL CAPACITY BUTION CUSTOMER COSTS LIGHTING COST COSTS COSTS WEIGHTED UNWEIGHTEU ENERGY DIRECT PLANT (1) Production $14,796 $29219 $129577 Transmission 29138 321 11817 Distribution 1,961 $7,961 Customer 11156 $1,156 Street Lighting 493 $493 $26,544 TFvW 37-IT3T 31;M $149394 TM 100% 9.6% 30.0% 4.3% 54.2% 1.9% EXPENSES (2) Plant Related $ 42313 $ 414 $19294 3 185 S 21338 3 82 Purchased Power 61092 60092 Fuel 99871 91871 Other Production 933 140 793 • Transmission & Distribution 19046 1,046 Customer Accounts & Sales 849 849 2156%4 $ 554 ' 51031% 018% 3.7% 51826% 00.4% Administration & General 694 17 70 5 26 513 3 5 18 71 IT, 0 90 T-78-9 199661 85 (1) Table 1-0, Page 1, Column 13 (2) Table I-A, Page 1, Column 1 31 TABLE II-B-2 CUSTOMER CLASS ALLOCATION 1981 CUSTOMER COSTS TOTAL UNWEIGHTED WEIGHTED CUSTOMER E}CNT T 1 T COSTS - (A) _ (B) A+B I Residential A-1 24.69 S47,O00 21.7% 5190,000 S2370000 Residential A-2 60.2% 1149000 53.1% 465,000 5799000 Commercial B-1 Single Phase 2.8% 5,000 2.5% 22,000 279000 Three Phase 8.5% 16,000 15.1% 132,000 1489000 Commercial B-2 Primary Service 0.1% 29000 1.0% 91000 119000 Secondary Service 3.5% 61000 6.1% 539000 59,000 • Public Authorities 0.3% -0.5% 49000 49000 100.0% $190,000 (3) 100.0% 58751000(4) $1,065.000 (1) Table II-A-2, C-11umn 2 M (2) Table II-A-2, Column 5 3 Table II-8-1, Total of Column 4 (4) Table II-8-1, Total of Column 5 32 TABLE 1I-8-3 1981 CUSTOMER COSTS MONTHLY CUSTOMER NUMBER COST BASED RELATED OF CUSTOMER COSTS(l) CUSTOMERS(2) CHARGE Residential A-1 $2379000 41388 54.50 Residential A-2 579,000 10,744 4.49 Commercial 8-1 Single Phase 27,000 507 4.44 Three Phase 1481000 1,522 8.10 Commercial B-2 Primary Service 111000 20 45.83 Secondary Service 591000 621 7.92 Public Authorities 49000 46 7.25 511065,000 17,848 (1) Table 11-8-2, Column 5 (2) Table II-A-2, Column 1 0 33 TABLE II-B-4 • CUSTOMER CLASS ALLOCATION 1981-DEMAND AND ENERGY COSTS ENERGY OISiRIBUTION COSTS COSTS CAPACITY COSTS RrkCL`NTKG7 AMOUNT RC NTAGE 0 PERCENTAGE AM UN Residential A-1 4.4% $865,000 4.7% $1139000 3.5% 5 20,000 Residential A-2 29.7% 51841,000 31.1% 750,000 35.3% 202,000 Commercial B-1 4.9% 9640000 5.1% 123,000 4.2% 24,000 Commercial B-2 Primary Service 17.8% 31501,000 14.9% 359,000 18.6% 106,000 Secondary Service 38.5% 71572,000 40.2% 969,000 34.9% 199,000 Public Authorities a Others 3.8% 7479000 4.0% 96,000 3.5% 209000 Street Lighting 0.9% 177,000 100.0% $19,664},000 100.0% $2,650,000 100% S 57,00 (1) Table II-A-3, Column 4 (2) Table II-A-4. Column 4 (3) Table 'i-A-S, Column 7 (4) Table Total of Column 6 5 fable 11-8-19 Total of W umn 3 (6) Table II-8.1, Total of Column 2 1 4 TABLE II-B-5 • 1981 - ENERGY COSTS ANNUAL COST ENERGY MWH PER COSTS 1 SALES 2 B f Residential A-1 $865,000 22,657 3.821 Residential A-2 598419000 1510625 3.851 Commercial B-1 964,000 25,067 3.851 Commercial B-2 Primary 3,5011000 09,247 3.801 Secondary 795729000 196,024 3.861 Public Authorities & Others 741,000 19,377 3.861 Street Lighting 177,000 4,844 3,651 ® $19,667,000 $511,841 {1) fable II-B-4, Column 2 {2 Ti,ble II-A-3, Column 1. ,5 ,a TABLE II-B-6 • 1981 - CAPACITY COSTS (1) SUMMER :OST CAPACITY MWH PER COSTS (2) SALES KWH Residential A-1 5 209000 11545 0.27 Residential A ? 202,000 759588 0.214 Commercial 8-1 24,000 81889 0.270 Commercial B-2 Primary Service 1069000 40;404 0.26 Secondary Service 1999000 74,685 0.27e Public Authorities 201000 79448 (4) 0.270 E571,O00 210 9559 (1) Consumption for June through September - Excluding Street Lighting 2) Table II-8-4, Column 6 3) Table II-A-5, Column 3 4) 7,848 - 400 (Estimated Ousk To Oawn Summer Consumption) s 36 TABLE Ii-B-7 • 1981 DISTRIBUTION COSTS ANNUAL COST DISTRIBUTION MWH PER COSTS 1 SALES 2 KWH {AM Residential A-1 S 1139000 22,657 0.504 1509000 1519625 0.494 Residential A-2 Commercial B-1 123,000 25,067 0.494 85,000 (3) 4,844 1.754 Street Lighting ANNUAL BILLING DEMAND KW1 Commercial B-2 Primary 359,000 4572029000 J4~ $1.78 S2.12 Secondary 969,000 Public Authorities • b Others 96200Q 55,000 (6) 51.75 $2,410,000 1 Tab 1e II-B-4, Column 4 2 Table 11-4-3, Column 1 able II-8-1 Column 1 3 Represents 51'1,000 of Directly Asst nable Costs from 4 19110m KW 12 Morths Ended 4/30/80 x 1.06 SGrowth Factor 4319000 KW (12 Months Ended 4/30180 x 1.06 iGrowh~ 5 6 X2,000 KW (12 Months Ended 4/JO/80) x 1.06 (Growth Factor) 37 • TABLE II -C TIME-OF-DAY COST STUDY 38 TABLE II-C-1 • FUNCTIONAL ALLOCATION - 1981 (000) DISTRI- STREET TOTAL CARACITY BUTION CUSTOMER COSTS LIGHTING COST COSTS COSTS WEIGHTED UNw I H D ENERGY DIRECT PLANT (1) Production 5149796 $14,796 Transmission 2,138 2,:s8 Distribution 71961 $7,961 Customer 11156 319156 Street Lighting 493 3493 $269944 37-999 31 3 5'3 100% 63.8% 30.0% 4.3% 1.91 EXPENSES (2) Plant Related $ 4,313 S 2,752 $1,294 $ 185 S 82 Purchased Power 69092 $6,092 Fuel 99871 9,871 . Other Production 933 933 Transmission & Distribution 1,046 19046 Customer Accounts & Sales 84S 849 $23 104 F3968+5 3-M x-189 S -849 515j95'3 3V 160% 15.9% 10.1% 0.8% 3.7% 69.1% 0.4% Administration & General 694 110 70 5 26 480 3 219798 3-'39755 Tro M T-M T__W 316, M 3-"r5 (1) Table I-D, Page 1, Column 13 2 Table I-A, Pige 1, Column 1 39 TALE II-C-2 CUSTOMER CLASS ALLOCATION 1981 CUSTOMER COSTS TOTAL UNWEIGHTED WEIGHTED CUSTOMER NT PERCENTAGE COSTS n-gt N-TAG E 1 A_O~U~ Residential A-1 24.6% $419000 21.7% 31909000 $2379000 Residential A-2 60.2% 1140000 53.1% 465,000 5799000 Commercial 8-1 Single Phase 2.8% 51000 2.5% 22,000 279000 Three Phase 8.5% 16,000 15.1% 132,000 148,000 Commercial 3-2 Primary Service 0.1% 2000 1.0% 91000 119000 Secondary Service 3.5% 60000 6.1% 53,000 59,000 Public Authorities 0.3% 0.5% 4,000 49000 100.0% $190,000 (3) 100.0% $875,000(4) S1,065,000 i 1) Table II-A-2, Column 2 2) Table I1-A-2, Column 5 3 Table 11-C-1, Total of :olumn 4 14) Table II-C-1, Total of Column 5 40 -Ir _7 TABLE iI-C-3 1981 CUSTOMER COSTS MONTHLY CUSTOMER NUMBER COST BASED OF CUSTOMER RELATED CUSTOMERS 2 CHARGE COSTS 1 --F BT- 4,388 $4.50 Residential A-1 $237,000 10,744 4.49 Residv tial A-2 5799000 Commercial B-1 507 4.44 Single Phase 270000 10522 8.10 Three Phase 1480000 Commercial 9-2 20 45.83 Primary Service 11,000 621 7.92 Secondary Service 59,000 • 46 7.25 Public Authorities 4,OU0 $1,065,000 17,848 (1) T(,ble II-C-20 Column 5 (2) Table II-A-29 Column 1 41, 7,..___ 0 TABLE II-C-4 CUSTOMER CLASS ALLOCATION 19814VEMAND AND ENERGY COSTS ENERGY DISTRIBUTION COSTS COSTS CAPACITY COSTS PERCENTAGE AMOUNT PERCENTAGE AMOUNT ERCEN AGE AMOUNT Rasidentlal A-1 4.4% $723,000 4.7% $113,000 3.5% $1339000 Resldontial A-2 29.7% 418849000 31.1% 7500000 35.3% 1$40,000 Commercial B-1 4.9% 8069000 5.1% 1239000 4.2% 160,000 Commercial B-2 Primary Service 17.8% 209269000 14.9% 359,000 18.6% 705,000 SQcondary Service 38.5% 6,331,000 40.2% 969,000 34.9% 1,324,000 Public Authorities b Others 3.8% 6259000 4.0% 96,000 3.5% 133,000 Streit Lighting 0.9% 148,000 100.0% $16,443,000(4) 100.0% 52,410,000(5) 100% $3,795,000(6) 1 Table II-A-3, Column 4 2 Table II-A-4, Column 4 3 Table II-A-51 Column 7 4 Table II-C-11 Total of Column 6 5 Table II-C-11 Total of Columns (6 Table II-C-1, Total of Column 2 42 TABLE II-C-5 1981 - ENERGY COSTS ENERGY ANNUAL COST COSTS SALES {pJ PER W "J ( Bj--" XWH Residential A-1 $723,o00 -M 9- ?2,657 3.I9~ Residential A-2 49884,000 151,625 3.22Q Commercial 8-1 806,000 25,067 3.224 Commercial 8-2 Primary Secondary 5.331,000 92+247 3.174 Public Authorities 196,024 3.23e 6 Others 6259000 Street Lighting 14,371 3.234 • 148,000 4,844 3.064 $16,443,000 $511,841 (1) Table 11-C-49 Column 2 (1) Table 11-A-39 Column 1. 43 TABLE II-C-6 1981 - CAPACITY COSTS (1) SUMMER COST CAPACITY PEAK MWH PER COSTS 2 SALES(3) KWH ' A) (W+ B Residential A-1 31339000 31395 3.920 Residential A-2 11340,000 34,015 3.940 Commercial B-1 160,000 49000 4.000 Commercial B-2 Prim.s.ey Service 7051000 18,182 3.880 Secondary Service 1,324,000 339608 3.940 Public Authorities 133,000 31352 3.970 $3,795,000 961552 (1) Consumption for June through September - Excluding Street Lighting (2) Table II-C-4, Column 6 (3 Table II-A-5, Column 4 44 TABLE !'I-C-7 e 1981 DISTRIBUTION COSTS ANNUAL COST DISTRIBUTION MWH PER COSTS 1 SALES 2 KWH (K+-87 Residential A-1 $ 1139000 22;657 0.504 Residential A-2 7509000 151,625 0.500 Commercial B-1 1239000 250067 0.490 Street Lighting 85,000 (3) 41844 1.750 ANNUAL BILLING DEMAND KW Commercial 8-2 Primary 359,GOO 202,000 (4) $1.78 Secondary 9699000 457,000 5 52.12 Public Authorities b Others 961 OOU 550000 (6) $1.75 $2,495,000 (1) Table II-C-41 Column 4 2) Table II-A-3, Column 1 3) Represents $709000 of Directly Assi nable Costs from Table I[ -C-1, Column 7 4 191,000 KW (12 Months Ended 4/30/80 A 1.06 (Growth Factor) 5 431,000 KW (12 Months Ended 4/30/80 x 1.06 (Growth Factor) 6~ 52,000 KW (12 Months Ended 4/30/80) x 1.06 (Growth Factor) I 45 • TARIFFS The analysis of the rate design and regulatory standards promulgated by the Public Utilities Regulatory Policy Act of 1978 is provided in a separate report. The methodology used to develop the proposed City of Denton electric tariffs generally follows the guidelines and rationale described in this PURPA compliance study. The proposed rate schedules applicable to residential, commercial, industrial, governmental and dusk- to-dawn lights are included in Appendix A. The proposed rates have been designed to collect the overall revenue requirement of the utility, to r~Wect one cost of service, to reflect the PURPA objectives of conservation, efficiency and equity and to ensure that the rate structure aand rate levels in Denton are not drastically different • than rates offered in the surrounding areas. In sJdition, the proposed tariffs incorporate our judgments regarding the ability of the community to respond to the inflation driven increase in fuel and capacity costs as quickly and efficiently as possible. A community cannot respond to a sudden massive shift in electric utility rates, but it can respond to moderate changes in electricity rates. We observe that the Electric Department is affirmatively responding to the PURPA requirements coincicent with the need to finance the increase in the fuel and capacity cos:s• As such, it is quite likely that the City Council will be requested to approve additional rate adjustments in the next few I years. we are not able to accurately estimate the sire of these adJustments. It is highly likely that the increase in the economic • activity within the Denton r~.m munity will temper the magnitude of the 46 77 777,77 • increases. The need for an annual review of electricity tariffs is an excellent opportunity for the City Council to consider rate incentives to promote efficiency, conservation and equity. An additional consid.:ration is the effect on Denton O ectricity tariffs resulting from the tariff under which electricity is purchased from TMPA. This tariff has not been determined to date. Therefore it is not appropriate to engage in a major restructuring of current tariffs if it is highly likely that these may require significant change to reflect Denton's purchases from TMPA. We believe that our proposed tariffs will both recover the required revenues and provide adequate incentives to promote conservation, efficiency and equity as required by PURPA. PURPA requires that seasonal differences in cost be recognized in an electric utility's rates charged during the different seasons. The Denton Electric Utility is clearly a summer peaking system and, as such, incurs additioiial capacity costs only if it adds demand daring the summer peak period. Th'r cost of service study indicates that the summer peak energy and capacity costs are approximately double the off-peak energy costs. Time- of-day rates reflecting this cost variance should encourage conservation during the peak period. Current rates for residential service offer approximately a 0.U lower rate for winter consumption over 700 KWH for electric hearing. The City Steering Committee directing the electric rate study believes that the current discount for electric heating during the winter can be reduced with the introduction of seasonal rates. We recommend that the period in which e the winter electric heating discount applies be restricted to only the 47 • winter heating peak period of December through February. We, therefore, recommend the adoption of a summer/winter rate differential of 0.3e and an additional 0.24 discount for residential electric heating customers for consumption over 1000 KWH during December, January and February. This will enable the Electric Utility to collect a portion of the fixed capacity costs during the off-peak months, introduce seasonal price signals to all customers and to con;~inue to offer the electric heating customers a substantial winter price break. The sum mer/winter rate differential of 0.3e in our proposed electric tariffs means that the proposed rates have a combined summer energy and capacity charge approximately 0.34 higher than the winter energy and capacity charge. We have also prop id that this summer/winter differential be extended to all electric customers except for str.:r.t lighting and dusk to dawn customers that are clearly off-peaK users of electricity. Residential Service The existing rate schedules for Residential A-1 and Residential A-2 Service cannot be supported on any cost basis for the difference in rates. While the larger residential customers In the Residential A-2 class typically place n greater load on the utility system, particularly during the peak summer months, the difference in the cost of service is generally accounted for in a larger percentage of the Residential A-2 consumption being billed during the summer peak months. A uniform summer/winter differential or surcharge applied to summer consumption will generally provide a better distribution of total costs between the small and large 48 • residential customers. We have, therefore, proposed comparable KW1i charges for the Residential A-1 and A-2 customer classes. The PURPA regulations specifically state that a utility is not prevented from instituting lifeline rates. The decision to implement lifeline rates is, therefore, strictly subjective and not cost based. The City should recognize that instituting such rates may cause other customers to subsidize lifeline customers in order to meet the total revenue requirement and that the City would have to decide where the subsidies are to be collected. The City Steering Committee directing the electric rate study has indicated a desire to continue a conservation rate similar to the present A-1 tariff that provides for a lower rate for small residential users that do not exceed 700 KWH in any summer month. We suggest that a $2.00 reduction in the monthly customer facilities charge will provide a conservation incentive comparable to the present 'A tariff. The reduction will have a moderate- effect on total revenues so that no direct subsidy from other customer classes will be required. It will also result in smaller residential customers receiving a KWH charge comparable to other classes of customers which will provide the incentive for conservation. Commercial Service Under existing rates, service to commercial and industrial customers is provided under two rates: Schedule 8-1, applicable to commercial customers whose monthly demand is less than 20 kilowatts; and Schedule B-2, applicable to larger customers whose monthly demand exceeds 20 kilowatts. 0 The electric utility management estimates that approximately 75% of i 49 the small commercial customers receive three phase service while virtually all residential customers receive single phase service. Three phase service requires a larger investment in customer meters and meter related expenses that should be assigned to the three Phase customers. This variation in the customer related costs can be readily accounted for in a higher customer facilities charge for three phase customers. Since most, if not all, commercial accounts are now demand metered, we suggest that consideration be given to eliminating the 8-1 tariff. The customers presently on this tariff could be transferred to the B-2 commercial tariff and be charged a direct KW demand charge in the tariff. An alternative would be to consolidate the small commercial customers with large residential on a small general service tariff. We prefer the former recommendation because the rates wold be closer to what these customers are now paying and because they are all demand metered. Large commercial customers (B-2) generally have billing demands in excess of 20 kilowatts and receive three phase service, Approximately twenty of these customers receive service directly from the primary distribution system and thus do not cause the utility to incur any secondary distribution costs. We have, therefore, separated this class into primary and secondary service in performing the cost study with e larger portion of the distribution system costs being allocated to customers receiving secondary service. Since all :he customers in the I commercial class are demand metered, we have proposed a lower kilowatt hour charge with the class distribution costs being collected through a demand charge applied to a customer's monthly billing demand. The higher distribution costs associated with secondary service is reflected in a 50 higher demand charge. Local Government Serflce The current local government rate is restricted to city, county and local school districts. The end use of electricity does not determine the level of costs incurred by the utility. It costs the same amount to prod~ice electricity for any use depending on the time the electricity is usec and the voltage level at which the service is provided. We have not been able to identify any differences in the costs necessary to serve City i departments, county government and local school districts. I The City Steering Committee directing the electric rare study has indicated a desire for a special local government tariff to recognize the lower operating costs that result from the City Elect,lic Utility's exemption from local property and school district taxes. The present local government rate does not include a monthly demand charge. We suggest that the present local government agency exemption from the monthly demand charges is the preferred method of developing a special local government agency rate. The effect of the special rate on total revenue requirements will not necessarily require any direct subsidies from other customer classes. All local government agencies would still receive the same incentive to conserve as other customer classes because of comparable KWH charges, Customers such as local school districts which have smaller summer consumption will still receive the appropriate price incentives through the application 0 the proposed sum mer/winter differentials. Lower summer S consumption under rates which include a sum mer/winter differential will 51 Tom;: result in lower total electric bills than if the same rate were applied throughout the year. lighting Service Service ;provided under this classification consists of sales to the city for street lights and signal systems, sales to the State Highway Department for lighting the interstate highway, and rental of dusk-to-dawn lights. The proposed rates for the various services have been based on estimated seasonal kilowatt hours priced at a rate comparable to the residential and small commercial classes. No customer costs have been assigned to this class to recognize the relatively small costs associated with meter reading and billing expenses for this service. Approximately $85,000 of directly assignable plant related costs have been included in developing the proposed rates for street lighting. A separate energy cost adjustment is recommended and reflects the average KWH consumption for each bulb wattage. Time-of-Use Rates The PURPA time-of-use (TOU) ratemaking standard requires that the standard be considered and adopted if the cost benefit test indicates that it is cost justified. The consideration must address the differences in fuel related costs incurred to deliver energy at different load levels. Utilities which meet loads fror, different generating plants (with different efficiencies and different fuels purchased at a different price per STU) incur increasing costs as the customers load increases, This assumes that the plants are economically dispatched so that those plants with the lowest 52 fuel costs are brought on line first. Summer peaking systems similar to the Denton system generally incur higher fuel related costs in order to meet the summer peak loads than is incurred during the other times of the year. Also, during the summer peak the noontime to early evening peak loads generally cause higher fuel costs to be incurred than during the nighttime and early morning period. Time-of-use rates are designed to reflect the significant difference in the cost of delivering electricity at the different loads which are incurred at different times during the 24 hour period. Time-of-use rates also reflect the capacity expansion plan which the I system incurred in order to deliver electricity during the peak period. The presence of a system peak requires that the costs be incurred to meet the peak loads. Since costs were incurred as a result of the peak load requirements, the customers who are on the system during the peak cause the costs to be incurred and are, therefore, properly assigned their proportionate costs. To do otherwise would require other customers to be charged a higher price in order to cover the difference between the price charged and cost incurred during the peak period. PURPA requires that a regulatory agency's consideration of the time- of-use standard include an analysis of the associated benefits and costs. The benefits of TOU rates are that customers have a price incentive (the difference in the peak and off-peak prices) to adjust their energy consumption pattern which will cause the utility's cost to ho reduced. A shift from on-peak to off-peak consumption will lower total fuel costs. Such a shift will lower the peak period capacity requirements which reduces the future need for funds to be invested in generation, transmission and 53 • distribution facilities. The total costs the utility incurs to meet customer loads will decrease because customers have adjusted their loads in response to the price incentives. When total costs are lowered, the customers' total bills will be reduced, The short run costs associated with TOU rates are the additional metering casts. TOU meters are currently available and priced from S65 to $300 per meter. We have used an estimate of $250 to cover the cost of the meter and related expenses in developing the proposed TOU rate. The Denton Electric Department wishes to offer TOU rates to a small number of voluntary customers prior to considering a mandatory program. As such, the appropriate point to prepare a cost benefit analysis is after the customers' load characteristics are obtained in response to TOU rates. The City of Denton has received an important Innovative Rates Grant i• from the U.S. Department of Energy to develop a load management program which is carried by the City's CATV system. Meters installed in conjunction with this program will permit TOU recordins. It is likely that the incremental metering cost assigned to TOU rates will be less than $250. Nevertheless, the $250 cost was used to estimate the customer facility charge included in the TOU rates. Time-of-Use Rate Methodology The methodology used to estimate TOU rates requires access to load and fuel related production cost data by hours and load level for the 8,160 hours of the year. Also, the marginal cost of generation, transmission and distribution capacity is required. This load data and the marginal costs of the generation and transmission system are not now available for the 54 • Denton electric utility. We have reviewed available data sources and identified that the annual peak will occur during the months June through September. The data reveals that the system wil l peak during the weekday hours 12 noon through 9 p.m. All other hours are defined to be off-peak. The development of the time-of-use rates assigns the fuel related costs incurred to deliver electricity to each time period. Distribution costs are assigned to each KWH taken during the year. All capacity related costs are assigned to KWH taken during the summer peak hours. We have increased the monthly minimum customer facility charge to reflect the increase In meter related costs incurred to serve time-of-use customers. We further discuss the application of time-of-use in the next section on cogeneration tariffs. The revenue requirement collected under time-of-use rates is equal to the total embedded i:ost of service determined in the cost of servlc3 study. The proposed TOU rates, if applied to the entire system, would collect the same total revenues as the traditional tariff structure. For the KW demand metered customers, an additional non-coincident KW charge is included in the TOU tariffs. This charge is to collect separacsly the related non-coincident capacity costs where the billing determinants are known. Coincident KW loads are not available separately for each of the traditional rate groups, but then customer groups within a TOU rate system defines customer classes by time-of-use and losses and not by the ultimate use of electricity by a customer. 55 r • Cogeneration Tariffs We recommend that cogeneration of electricity be defined as broadly as possible to promote the innovative use of alternative energy sources. As such, the cogeneration tariff should set out that the City is prepared to purchase electricity from all sources at any time and in any amount as the supplier wishes to deliver into the system, The tariff applicable to cogenerated electricity should be the TOU tariff wherein the cogenerator must both purchase and sell to the City under the same schedule. The same tariff schedule avoids the discrimination issue which may be raised if separate sale and purchase schedules were offered to the cogenerator. A relevaiit issue to be addressed in the cogeneration tariff is the • technical characteristics of the electricity to by delivered to the City's system and the cost of ensuring that the technical characteristics are met, Clearly, electricity cannot be fed into the City's system without damage unless certain conditions are met. We recommend that the cogeneration tariff set out the technical characteristics which electric service must meet such as voltage, phase, amperage, etc. It shall be the responsibility of the cogenerator to meet these conditions. That is, the cogenerator, not the City, should properly bear the cost of ensuring that the minimum technical standards are met. An item associated with meeting the technical characteristics of the City's system is the necessity for meeting minimum sr.Ifety standards. The cogenerator shou?G be assigned the responsibility for ensuring that the interconnection meets the American National Standard Institute National Electrical Safety Code, 1977, as periodically revised. The cost of meeting 56 . the Code should be the responsibility of the cogenerator. Interruptible Tariffs Interruptible tariffs are designed to provide service to large customers whose consumption patterns permit the supplying utility to provide service to all or a portion of the customers' load and to interrupt service on a portion of the load if certain conditions arise. The advantages to the customer are that his ability to interrupt his load will reduce the capacity costs or firm purchase power contracts which Denton would otherwise have to incur. The customer can obtain the power above his firm power contract on the condition that he pay the full cost incurred by the Denton Electric Department, The customer controls his load and bears . the cost consequences. We recommend that customers taking service under the interruptible l tariff be charged under the commercial tariff for all firm power commitments, Purchases in excess of the minimum will be provided under this same tariff as long as the emergency conditions du not exist and the customer chooses not to interrupt his service. If interruption is requested but th3 customer elects not to interrupt, then the applicable rate should be the commercial tariff for the firm power commitments plus the cost of emergency power purchased by the Denton Electric Department in order to meet the customer's load, jam Cost Ad ustment The present fuel adjustment clause has an inherent two month tag between the time fuel costs are incurred until the excess costs are 57 • collected due to the current billing system and the structure of the adjustment clause. Actual fuel costs for a billing month are usually not known until the end of the following month. This does not permit the utility to add the excess fuel costs to a customer's bill until the second month following the actual consumption which caused the increase in fuel costs. We have recommended a modified energy cost adjustment that eliminates the billing lag for fuel costs and better matches the timing of fuel and purchased power expenses with the billing of excess energy costs to the utility's customers. The basic modification incorporates a charge in the current month's billing for the estimated excess energy costs. When the actual excess . energy costs are known, an adjustment to correct any error in the estimate will be computed and applied to the second billing month following the estimated adjustment, This will improve the cash flow of the utility by more closely matching revenues and expenses without increasing or decreasing the customer's total electric costs. We have also modified the energy cost adjustment to compute the excess costs based on energy consumption rather than energy produced or purchased. Under this method, line losses are not considered in calculating the excess energy costs. This eliminates the complicated process of converting the excess energy costs based on energy produced or purchased to an energy adjustment based on consumption. We believe this later modification will make the energy cost adjustment easier for customers to understand. i 58 i • APPENDIX A PROPOSED ELECTRIC TARIFFS • PROPOSED ELECTRIC RATE SCHEDULES Residential Service Rate Schedule A-1 (1) Net Monthly Rate: Billing months of June through September: All kWh @ 44650 per kWh Billing months of October through May: All kWh @ 4.350 per kWh Energy billed during each of the months of December through February which is in excess of 1000 KWh will be supplied at 4.154 per KWh if the entire home is electrically heated - heat pump or resistance. (2) Customer Facility Charge: $2.50 per month (3) Availability. Rate Schedule A-1 is applicable to all electric service required for single family residential purposes where usage is not in excess of 700 kWh per month during the bi l ling months of June, July, August, or September. In any such month IF usage exceeds 700 kWh, billing will be rendered that month under Rate Schedule A-2 and thereafter for a period extending through the 12 billing months of the next fiscal year ending September 30. In instances where multiple dwelling units (family or housekeeping units) are being served through the same meter as of the effective date of this rate schedule and the kWh in the billing months of June, July, Aiigust or September exceeds 700 kWh times the number of dwelling units, the billing for that month and thereafter will be rendered under Rate Schedule A-2. (4) Service: At the utility's available secondary voltage and phase. (5) Payment: Billing for service hereunder will be at the net monthly rate, • payment of which is due when bills are issued. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. • (b) Energy Cost Ad.iustment: All charges of the net monthly rate will be increased or decreased according to the current ener:y adjustment clause. (7) Special Facilities: All services which require special facilities in order to meet the customer's service requirements shall be provided subject to special facilities rider. A.2 Residential Service Rate • Schedule A-2 (1) Net Monthly Rate: Billing months of June through September: All kWh @ 4.654 per kWh Billing months of October through May: All kWh @ MU per kWh Energy billed during each of the months of December through February which is in excess of 1000 KWh will be supplied at 4.154 per KWh if the entire home is electrically heated - heat pump or resistance. (2) Customer Facility Charge: Single Phase @ $4.50 per month Three Phase @ $8.00 per month (3) Availability: • Applicable for single family residential use. (4) Service, At the utility's available secondary voltage and phase. (5) Payment: Billing for service hereunder will be at the net monthly rate, payment of which is due when bills are issued. Bills which are not paid within ten (10) days from the date of issuance thereof will be considered overdue. (6) Ener Cost Adlustment_, All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. (7) S e,~ cial- Facilities: All services which require special facilities in order to meet the customer's service requirements shall be provided subject to special facilities rider. A.3 • Commercial and Industrial Lighting and Power Service Rate Schedule B (1) Net Monthly Rate: Demand Charm Primary Service: $1.80 per month per kW for all kW of bil ling demand. Secondary Service: $2.10 per month per kW for all kW of billing demand. Enemy Charge: Billing months of June through September: Primary Service: All kWh @ 4.104 per kWh Secondary Service: All kWh @ 4.154 per kWh Billing months of October through May: Primary Service: All kWh @ 3.80¢ per kWh Secondary Service: All kWh @ 3.854 per kWh (2) Customer Facility Charge: Primary Service: @ $46.00 per month Secondary Service: @ $ 8.00 per month (3) Avail4bili L' Available to commercial and indust~ial users except that service hereunder is not available for resale, breakdown or standby power. (2) Billing Oemand: Equal to the kW load metered during the 15-minute period of maximum use during the current monthly billing period. (5) Payment: Billing for services hereunder will be at the net monthly rate, payment of which is due when bills are issued. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (6) Energy Cost Adjustment: O All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. A.A • (7) Power Factor Requirements and Adjustments;_ The utility reserves the right to make tests to determine the power factor of the user's installation served hereunder during perinds of maximum demand or by measurement of the average power factor for the monthly billing period, Should the power factor so determined be below ninety (90%) percent, the demand for billing purposes will be determined by multiplying the uncorrected kW Billing Demand by ninety (90%) percent and dividing by the determined power factor. (8) Alternate Primary Service and Discount (Transformation Equipment wne k the ser : Primary service will, upon request, be made available to users with a twelve (12) month average monthly demand of 750 kW or greater. Primary service will be rendered at one point on the user's premises at a nominal voltage of 13,200 volts or 69,000 volts three-phase, at the option of the utility. When the alternate primary service is supplied, the user shall own, operate and maintain all facilities necessary to receive primary service and all transformation facilities required for conversion to utilization voltage. The utility shall own, operate and maintain all metering facilities (either primary or • secondary metering at the utility's option). Where the user owns, operates and maintains the transformation equipment and where the utility elects to apply its metering facilities on the high voltage side of such transformation equipment, the user will be allowed a fifteen (15%) percent reduction from the monthly Demand Charge. Where the user owns, operates and maintains the transformation equipment and where the utility elects to apply its metering facilities on the low voltage side of such transformation equipment, the user will be slowed a thirteen (13%) percent reduction from the monthly Demand Charge; the difference between fifteen (15%) percent and thirteen (13%) percent being the allowance for losses in the user's facilities. (9) 5 ep ciai Facilities: All servicas which require special facili .ies in order to meet the customer's service requirements shall bi provided subject to special facilities rider. A-5 • Governmental Lighting and Power Service Rate Schedule G-1 (1) Net Monthly Rate: Energy Charge: Billing months of June through September: All kWh @ 4.150 per kWh Billing months of October through May: All kWh @ 3.850 per kWhr (2) Customer Facility Charge: $7.25 per month (3) Availability: Applicable for local government use (4) Service: At the utility's, available secondary and primary voltage and phase (5) Payment: Billing for service hereunder will be at the net monthly rate, payment of which is due when bills are issued. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered over6ue. (6) Energy Cost Adjustment: All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. (7) Special Facilities: All service which requires special facilities in order to meet the customer's service requirements shall be provided subject to special facilities rider. • A-6 Dusk-to-Dawn Lighting (1) Net Monti Rate: 100 watt Sodium Vapor Lamp @ $6.75 175 watt Mercury Vapor Lamp @ $5.00 250 watt Mercury Vapor Lamp* @ $7.00 400 watt Mercury Vapor Lamp @ $10.00 * No new or additional 250 watt lamps will be installed after the effective date of this schedule. Where necessary for proper illumination or where existing poles are inadequate the city will install or cause to be installed one (1) poll for each installed light, at a distance not to exceed eighty (801) feet from said existing lines, at no charge to the customer. Each additional pole span shall not exceed a span spacing of one hundred (1001) feet. Additional poles required to install a light in a customer's specifically desired location, and not having a light installed on same, shall bear the cost. (2) Availability: To any customer within the area served by the city's electric distribution system for outdoor area lighting when such lighting . facilities are operated as an extension of the city's distribution system. (3) Service: The city shall furnish, install, maintain and deliver electric service to automatically controlled, mercury vapor lighting fixtures conforming to the utility's standards and subject to its published rules and regulations. (4) Payment: Billing for service hereunder will be at the monthly rate, payment of which is due when bills are issued. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (5) Enerav Cost Adjustment: All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. (6) Term of Contract: A two (2) year contract shall be agreed to and signed by each • customer desiring Dusk-to-Dawn Lighting Service autorizing fixed monthly charges to be applied to the monthly municipal utilities bill, In the event that a customer desires the removal of the unit or discontinuance of the service prior to completion of two years, service shall continue on a month to month basis and may • be cancelled by either party upon thirty (30) days notice. (7) Special Facilities: All service which requires special faci 1 ities in order to meet the customer's service requirements shall be provided subject to special facilities rider. r Time-of-Use Rates - General Service, Secondary Schedule S-1 (1) Net Monthly Rate: Demand Charge: $2.10 per month per kW for all kW of Billing Demand Energy Charge: Billing months of June through September: 12 Noon through 9 P.M. @ 7.204 per kWh 9 P.M. through 12 Noon @ 3.204 per kWh Billing months of October through May: All kWh @ 3.20Q per kWh (2) Customer Facilit Charge: Single Phase @ $7.50 per month Three Phase @ $12.00 per month • (3) Availability: Rate Schedule S-2 is applicable to approved electric service required for secondary distribution service at voltage levels not to exceed 480 volts. (4) Billing Demand: The kW load metered during the 15-minute period of maximum use during the current month's peak billing periods from 12 Noon through 9 P.M. (5) Service: At the utllity't available secondary voltage and phase. (6) Payment: Billing for service hereunder will be at the net monthly rate, payment r,' which 1s due when the bills are received. Bills which arp r;,t paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (7) Ener Cost Adjustment: . All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. (8) Special Facilities: A- • the customer's service requirements shall be provided subject to special facilities rider. A-10 Time-of-Use Rates - General Service, Primary Schedule P-1 (1) Net Monthly Rate: Demand Charge: $1.80 per month per kW for all kW of billing demand Energy Charge: Billing months of June through September: 12 Noon through 9 P.M. @ 7.050 per kWh 9 P.M. through 12 Noon @ 3.150 per kWh Billing months of October through May: All kWh @ 3.150 per kWh (2) Customer Facilities Charge: $60.00 per month (3) Availabilit : • Rate Schedule P-1 is applicable to approved electric service required for primary distribution service at voltage levels not to exceed 69,000 volts and billing demand equel to or greater than 20 kW. (4) Billing Demand: The kW load metered during the 15-minute period of maximum use during the current month's peak billing periods from 12 Noon through 9 P.M. (5) Service: At the utility's available secondary voltage and phase. (6) Payment: i Billing for service hereunder will be at the net monthly rate, payment of which is due when the bills are received. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (7) Energy Cost AdJustment: All charges of the net monthly rate will be increased or . decreased according to the current energy adjustment cleuse. (8) Special Facilities: All service which requires special facilities in order to meet the customer's service requirements shall be provided subject to a_ti Interruptible Service Rate (primary service for a firm power load exceeding 5,000 KYA in June, June, July or August) (1) Net Monthly Rate for Firm Power: Demand Charge: $1.80 per month per kW for all kW of billing demand Energy Charge: Billing months of June through September: All kWh @ 4.10 per kWh Billing months of October through May: All kWh @ 3.80 per kWh (2) Net Monthly Rate for Interruptible Load: When the Electric Department requests a customer to interrupt load and the customer elects not to Interrupt his load then the following rates shall apply for all kW and kWh the Electric Department requests to be interrupted: Demand Charge: The actual cost of al l kW purchased by the Electric Department necessary to service the customer's load adjusted for losses. Energy Charger The actual cost of all kWh purchased by the Electric Department necessary to serve the customer's load adjusted for losses. (3) Customer Facility Charge: $46.00 per month (4) Availability Available for all customers taking primary servic.;, at a firm power load exceeding 5,000 KYA during the months of June, June, July and August. (5) Billing Demand: The kW load metered during the 15-minute period of maximum use e during the current monthly billing period. (6) Conditions of Interruption: The Electric Department shall notify the customer by telephone at least thirty (30) minutes prior to the time at which the load Is • required to be curtailed. The request shall b-) for all or part of the customer load exceeding 5,000 KVA. The maximum period of interruption shall be for six hours. The interruption shall be at the request of the Electric Department during periods when a potential forced outage could deny power to other customers or when available spinning reserves are threatened. The customer shall respond by stating he will or will not comply with the Electric Department's request within fifteen (15) minutes after notification. (7) Payment: Billing for service hereunder will be at the net monthly rate, payment of which is due when the bills are received. Bills which are not paid within ten (10) calendar days from the date of issuance thereof will be considered overdue. (B) Energy Cost Ad ustment: All charges of the net monthly rate will be increased or decreased according to the current energy adjustment clause. S ecial Facilities: All service which requires special facilities in order to meet i the customer's service requirements shall be provided subject to special facilities rider. • Energy Cost Adjustment All monthly kWh charges shall be increased or decreased by an amount equal to "x" cents per kWh. The energy cost adjustment applicable to the monthly dusk-to-dawn lighting charge shall be the amount equal to "x" cents multiplied by following factor corresponding to the bulb wattage. Bulb Wattage Factor 100 45 175 74 250 104 400 162 a d + e 9-- _0.03 ..x.4 c c --r- ' .f a - Estimated next month's cost of fuel used in the utility's electric generating plants b - Estimated next month's cost of purchased energy c - Estimated next month's kWh sales • d - Estimated cost of fuel two months previous used in the utility's electric generating plants e - Estimated cost of purchased power two months previous f - Estimated kWh sales two months previous g - Actual cost of fuel two months previous used in the utility's electric generating plants h - Actual cost of purchased energy two months previous ,j - Actual kWh sales two months previous Notes: 1. Elements a, b, d, e, g and h exclude costs associated with sales to non-Oenton Electric Oepartment jurisdictional customers. 2. Elements c, f and exclude kW sales to non-Denton Electric Oepartment jurisdictional custome s. • 3. Elements b, a and h exclude demand charges included in purchased power costs and rental charges for facilities. A,JA . Special Facilities Rider (1) Applicability: All service shall be offered from available facilities. If a customer service characteristic requires facilities and devices which are not normally and readily available at the location at which the customer requests service, then the Electric Department shall provide the service subject to paragraph 2 of this schedule. (2) The total cost of all facilities required to meet the customer's load characteristics which are incurred by the Electric Department shall be subject to a special contract entered into between the Electric Department and the customer. This contract shall be signed by both parties prior to the Electric Department providing service to the >:ustomer. A-it APPENDIX B COMPARATIVE ELECTRIC COSTS RESIDENTIAL - SUMMER • "160 Texas Power and Light City of Denton Community Public Service Co $120 Denton County Electric Coop 80 $40 s20 ,10 500 KWtt 1000 KWh 2000 KWh 3000 KWh B•1 0 RESIDENTIAL - WINTER SPACE HEATING $160 $120 Denton County Electric Coop ' Community Public Service Co 0 City of Denton Texas Power and Light $ 80 $ 40 $ 20 ~0 500 KWh 1000 KWh 2000 KWh 3000 KWh 9-2 GENERAL SERVICE - SUMMER 401 LOAD FACTOR 1, 600 Texas Power and Light City of Denton-- $1,200 Community Public Service Co Denton County Electric Coop 0 800 $ 400 200 L 4000 50000 KWh 15,000 KWh 25,000 KWh 35 000 B.3 ~Kwh i I GENERAL SERVICE - WINTER • 40% LOAD FACTOR 1,600 Texas Power and Light Denton County Coop $1,200 Community Public Service Co City of Denton 0 800 $ 400 $ 200 $ 40 0 50000 KWh 15,000 KWn 25,000 KWh 350000 8.4 KWh e APPENDIX C BILLING AND COLLECTION POLICIES 0 • PROPOSED BILLING & COLLECTION FOR SERVICES SECTION I. (1) That Chapter 25 "Utilities% Article I, Section 25-4 is hereby amended to read as follows: "Section 25-4. Service Deposits (a) No service deposit will be required if the customer requesting water and/or electric service can provide or meet one of the following conditions: (1) A record of prompt payment for the past twelve months with the City of Denton Utility System or another electric utility system. (2) A co-signer who has a good credit rating with the City of Denton Utility System or another electric utility system and will guarantee payment of the utility statement. (b) If one of the conditions in (a) cannot be met, then he customer requesting water and/or electric service will be required to deposit an amount equal to 1/6 of the last 12 months billing at the location where service 1s requested. If no previous history is available for the location, a representative similar type facility will be used to establish the amount of the deposits. In the case of commercial or industrial service, if the credit of a customer for service has not been established satisfactorily to the utility, the applicant may be required to make a deposit or, in the case of new corporate &cco!jnt, a personal guarantee may be accepted in lieu of a dep.5it. Deposits will be refunded after a prompt payment record has been established over the past 12 months. Interest on deposits shall be paid at an annual rate at least equal to six percent (6%). If refund of deposit is made within thirty (30) days of receipt of deposit, no interest will be paid. If the deposit is retained more than thirty (30) days, payment of interest shall be retroactive to the date of deposit. The deposit shall cease to draw interest on the date it is returned or credited to the customer's account. Payment of the interest to the customer shall be annually, or at the time the deposit is returned or credited to the customer's account. (c) After making application for service, the customer service department may have to pursue a credit reference check. The customer will be given service promptly after application, C-1 but if the credit check proves negative, the customer will be required to produce a co-signer or place a deposit. Failure to do so will result n the discontinuance of service with no less than two days of notification to the prospective customer by the customer service department, (d) A connection fee of $10.00 will be charged to new customers requesting water and/or electric service and a transfer fee of $10.00 will be charged existing customers for transferring from one location to another. (e) If water and/or electric utility service is disconnected for non-payment, then the customer will be required to pay a $20.00 reconnect fee and maintain a deposit sum equal to 1/6 of the last 12 months billing at the location where service is requested." (2) That Chapter 25 "Utilities", Article 1, Section 25-6 is hereby amended to read as follows: (a) Payment of Statements. The due date for the payment of the utility statement will be no less than fifteen (15) days from the date of the utility statement. Payment must be received in the City of Oenton's Cashier Office by close of business on the due date regardless of the postmarked date in order to avoid assessment of a penalty. Payments placed in the mail and showing a postmark on due date will not be considered as being received on the due date. (b) Oiscontinuance of Service for Non-Payment of Statement. Each customer of the City's utility system will be rated "A" or "B" at the time their current utility statement is prepared. A customer with no outstanding past due balance will be rated "A", and a customer with an outstanding past due balance will be rated "B". (1) A customer with an "A" rating will not be disconnected if his account is not paid in full by the clue date. (2) A customer with a "B" rating may be disconnected if his account is not paid in full by the due date. (c) Notice of Termination for Customers With a "B" Rating. A customer with a 118" rating will be notified on his current utility statement that his service will be disconnected the day after the present due date if payment for the past and present, statements is not received by the due date. A residential customer will be errmitted to designate a co~nsen-~t Dj individual which shall also receive a cow ofa1T notices of d scontTnun"`5`vee-n T~ xR{_1__i_ty to` e • customer. -"T~~ce will in a~ rm tt-ie rustomeer-t~iat'~'e s e should contact the customer service department of the City of Oenton within the fifteen (15) day period and prior to disconnection of utility service to present any evidence or argument concerning the statement or amount of utility C•2 . service provided by the City, ustoms If full payment has not been made approwxi mllatelagya Ifni vbee ( 5) days prior to the due date the c notified by mail of possible termination and his alternatives. (d) Alternatives to termination of Utility Service. A customer with a "811 rating may avoid termination of utility service by doing one of the following: (1) Paying the total amount due. (2) Arranging with the Customer Service Department for a deferred payment agreement that would require payment of at least fifty (50X) percent of the remaining amount in not more than six (6) equal monthly payments. (3) If the customer is unable to meet these conditions or if he/she has defaulted on a deferred agreement, he/she will bereferred to a "Utility Account Review Committee" for further action. This Committee will be composed of the City Manager, City Attorney, Finance Director and Utility Director or their designated representative if they are unable to attend a meeting, The Utility Account Review Committee is authorized to develop a deferred payment agreement beyond the six (b month period but could not extend beyond twelve (12) months. Neither the Customer Service Department nor the Utility Account Review Committee will have the authority to waive all or any portion of the utility statement owing to the City except when an error in billing has occurred. Any account that is delinquent will be referred to the City Attorney for collection, and appropriate reports regarding the account's credit rating w111 be processed. (a) Certain Adjustments Prohibited. No adjustment will be made in any monthly bill because of any water or electric leak or loss. No allowance shall be made on utility bills by reason of use of less service than the quantity set as the basis for the minimum charge. (f) Separate Meters Required. Each customer maintaining a separate residence, eit er house or apartment shall have a separate water meter (NAND ELECTRIC METER) and a separate service connection to the city sewer lfnes; rovdedo however, that multiple dwellings con aining less p hanifive • (5) units may be served by one water (AND ONE ELECTRIC METER) and one sewer service connection and will be billed under the residential multiple block rate. Multiple dwellings containing five (5) or more units which do not have separate metering 4nd service facilities shall be classified as C•3 - ' .~S I ~er 1; a~ commercial buildin s for utility purposes and shall be billed under the applicable commercial rates for water and sewer service. Each residential and commercial unit in a _m_u__t~i lie occupancy KlTd ng an eac mobile home union a mobile Time- par , n A~C~ 3111ci8~ which construnon of the building or a, was be un ter i _ will ave an ~lnddivTdua meTer to measure ~iQGfriC. e consumaf{on an3eman commerciaTand~industr a customers attributab•Te to ch unit, except o r tie following; ja For transient multi le occu anc buildin s and trans en m om o a e ar s nc u n ' u ro mfled p. i to hots s motels dorm for es rooming houses Dios ita s nur~s~n~ homes, an mo 1e home arks or trave tra Ters. L21 For commercial unit sface_ which is subject to &Iterat~fio-with change n eriants as ev ence emorar asefist ni uisTied~ro`p~m~an'ent _ pe o gad bearing wall an floor construct n separating the commerciaTunlt s aces. Where electricity is utilized in connection with central heating, ventfTat~n'g anTair con t onlna s s ems. In common buildin areas such as hallwa s elevators. r`ece ETon areas an wa er um in at' s_~--- (g) Notice on Moving Required. Any customer or prospective customer of the City of Denton Utility System moving into or out of a building where electric, water or sewer service is or will be provided shall give a minimum of twenty-four (24) hours notice to the Customer Service Department prior to the proposed date of connection or disconnection of said utility, C-4 CITY OF DENTON, TEXAS PURPA COMPLIANCE MANUAL BY MANAGEMENT AND RESEARCH CONSULTANTS, INC, DECEMBER 12,* 1980 M Group MARC A Professional Consulting Group • MANAGEMENT AND RESEARCH CONSULTANTS, INC, 225 S Meromec, Suite 1U5 John C Pickett. Ph D ClaytOn, Missouri 83103 Fred MOriarty, C P.A (314) 725-8783 Rkhard P, Anthony December 12, 1980 City of Denton C/0 Mr. R. E. Nelson Director of Utilities Municipal Building Denton, Texas 76201 The City of Denton engaged Management And Research Consultants, Inc. (MARL) in May, 1980 to develop a PURPA Compliance Manual and to perform an Electric Rate Study. The enclosed PURPA Compliance Manual completes our review of the Public Utilities Regulatory Policy Act of 1978 and presents our conclusions and recommendations concerning the current status and compliance of electric rates and policies in Denton to the guidelines presented in PURPA. A sumnary of all the PURPA issues and our recommendations on each issue is provided in.the Management Summary section of the report. We also present a brief implementation plan in this section which addresses the need for a public hearing and the expansion of the City's current electric utility informational requirements. We commend the City of Denton and the management of its electric utility on its initiative to address the requirements of PURPA even before the City becomes covered by the Act. We also }hank the Steering Committee and the Flectric Department for, their patience and cooperation during the study. Very truly yours, Fred Moriarty President FJMtsh • CITY OF DENTON, TEXAS PURPA COMPLIANCE MANUAL BY MANAGEMENT AND RESEh CH CONSULTANTS, INC$ DECEMBER 12, 1980 0 CITY OF DENTON • PURPA COMPLIANCE MANUAL INDEX Page I. INTRODUCTION 3 II. MANAGEMENT SUMMARY 5 III, CRITERIA FOR EVALUATING PURPA STANDARDS 11 A. Background 11 B. The Criteria 12 C. Conclusion 15 IV. APPLICATION OF EVALUATION CRITERIA TO CURRENT 16 TARIFFS AND POLICY A. General Discussion 16 B. Cost of Service 17 C. Declining Block Rates 19 D. Time of Day Rates 21 E. Seasonal Rates 23 F. Interruptible Rates 26 G. Load Management Techniques 26 H. Master Metering 29 I. Automatic Adjustment Clause 32 3. Information to Electric Consumers 34 K. Uniform Service Disconnection Rules 36 L. Advertising 38 1 M. Lifeline Rates 39 A N. Informational Requirements 40 • 2 • I. INTRODUCTION The Public Utilities Regulatory Policies Act of 1978 (PURPA) requires that state regulatory authorities and nonregulated utilities, within two years after the enactment of the leg[slatiin, provide public notice, conduct a hearing and decide whether to adopt the regulatory policies standards established in Title I Sections 1110), li3(b) and 114 of the Act. Section 111 establishes the ratemaking standards regarding cost of service, declining block rates, time-of-day rates, seasonal rates, interruptible rates and load management techniques. Master metering, automatic adjustment clauses, information to consumers, procedures for termination of electric service and advertising are the regulatory standards established for electric utilities in Section 113. Section 114 addresses lifeline rates. The Act applies to each electric utility with total sales of electric energy by such utility for purposes other than resale exceeded 500 million kilowatt-hours during any calendar ear after December 31, 1975, and before the immediately beginning calendar year. Although the City of Denton will not likely ecome ender the mandatory requirements of PURPA until 1982, the City his appropriately taken the initiative to comply with the spirit of the PURPA and national energy policy. The PURPA requires that each nonregulated utility must consider each standard and make a determination concerning whether or not it is appropriate to implement the standard to carry out the purposes of this title. Nothing in the Act prohibits any nonregulated utility from making any determination that it is not appropriate to implement any such standard. The City's consideration of the regulatory standards must be made after public notice and hearing. The findings and determination of the appropriateness of each standard must be based upon evidence presented at the hearing, written document and made available to the b provided in a li Except for these requirements and other PURPA rules regardin gc.inte vention, the consideration and determination shall be those established by the City. The City may, to the extent consistent with applicable City law, implement or decline to implement any standard. If it declines to implement any standard, it must state its reasons in writing. The purpose of this report is to provide a description of the regulatory evaluation criteria developed by Management And Research Consultants, Inc. (MARC) to analyze the PURPA ratemaking and regulatory standards, our conclusions regarding the appropriateness of each standard and recommendations regarding the form of the standards. • standards have been designed T to study ssureap compliance withothe standards set forth in PURPA. 3 i • The report consists of three major sections. The next section summarizes our conclusions regarding each of the PURPA ratemaking and regulatory standards and the major recommendations regarding the preferred scope and content of each standard. Section III provides a discussion of the evaluation criteria utilized to determine if the proposed regulatory standards will achieve the stated objectives of. PURPA. Section IV presents a detailed analysis of the standards proposed for the City of Denton including our application of the evaluation criteria and a specific recommendation on each standard. 4 rl. MAyAGFMENT SUMMARY • Title I of the PURPA defines "just and reasonable" as a result which achieves the PURPA objectives of conservation, efficiency and equity. it has a direct effect on the traditional concepts of regulation and will consequently change the focus of future regulatory and rate policies. More emphasis should be placed on utility rates and regulatory policies that are necessary to provide timely price signals to consumers and encourage reduced energy consumption and the purchase of energy- saving devices such as insulation, storm doors and storm windows. Other probc'')lP changes will occur in utility operations and City policies to encourage conservation of scarce resources and maximum utilization of the more efficient utility generating equipment. The relationship of the standards to each other and to the purposes of PURPA is consistent and mutually reinforcing. For example, end-use conservaticn of energy supplied by a typical olectric utility ought to result when the electric rates reflect, to the maximum extent practical, the cost consequences imposed on the utility by a consumer's decision to use or, alternatively, conserve electricity. Rates which reflect these consequences, expressed in terms of costs, provide consumers with the Information they need to determine whether they wish to conserve or consume. Similarly, two of the regulatory standards should encourage end-use conservation. The information to Electric Consumers Standard should heighten consumer understand!ng of rates and the extent to which end-use conservation measures reduce electricity hills. The Master Metering Standard would confront the consumer who actually makes usage decisions with the cost consequences of those decisions. The second purpose, efficient use by utilities of their facilities and resources, relates to minimizing the total costs of meeting "efficient" demand patterns. Here again, attainment of the purpose would generally imply electric rates that reflect the utility cost consequences of consumer decisions. Such rate structures should influence the demand patterns of the utility customers in ways which encourage the utility to he as efficient as possible in supplying electricity. The Automatic Adjustment Clause Standard should directly encourage util'.ty efficiency in the production of power by requiring that any procedure permitting automatic pass-through of costs provida incentives to the utility to reduce its cost of production. The third purpose, equitable rates to consumers, also implies a policy of charging each individual or class of consumers a rate which reflects the cost consequences of their decisions to use or consume electricity. Equitable rates would • treat each consumer according to a single criterion: aach user, 5 large or small, should only pay for the costs incurred by the utility as a consequence of that user's decision to consume or conserve electricity. We believe, therefore, that the overall structure of the standards and purposes is cohesive. We concur with the City of Denton's attempt to implement the standards prior to the time when the City will achieve the minimum PURPA consumption requirements and believe them to be supportive of national energy policy. Cost of Service Standard: The PURPA goals of efficiency, conservation, and equity clearly imply a measure of marginal cost to use in the determination of the rate design standards. Data limitations exist for Denton that require estimation, rather than calculation, of marginal costs. We recommend that Denton adopt this standard, estimate marginal costs, and begin collecting the necessary data to actually calculate marginal costs in future years. The Cost of Service section of the Rate Study report will provide a reasonable estimate of the current embedded cost of providing electric service to present customer classes. While the wording of PURPA implies marginal costs as the appropriate measure of.costs, it doen allow accounting costs as a practical alternative. While we recommend marginal costs as the ultimate e measure for the City of Denton, we believe the embedded accounting cost study included in the Rate Study report will comply with tho PURPA cost of service standard. Declining Block Rates: The PURPA specifically requires that declining block recovery of energy related costs must be shown to fol)ow declining cost patterns to be acceptable. However, it is virtually impossible for systems that economically dispatch to experience declining energy costs although individual customers may fit the pattern. Data is not available to prove that this pattern does exist for any specific group of customers. In addition, the potential need for such rates is eliminated if time-of-use rates are instituted. We recommend that the City, at a minimum, adopt a flat energy charge in its rates and eliminate all declining block energy charges. The rates proposed in the Rates Section of this report incorporate flat demand charges as well as flat energy charges. Energy charges are proposed to be collected on a flat kilowatt hour basis adjusted through the fuel adjustment clauses for changes in fuel costs. Demand charges are proposed for large commercial customers based on a flat kilowatt charge. Demand charges for all other customer classes which generally do not have demand meters are proposed to be recovered as part of the flat KWH charge. • Time of Day TODD Rates: TOD rates are clearly the best alternative-for and meeting the objectives of b PURPA. As soon as estimates of marginal costs are available, the City can design and implement actual TOD rates. This will allow the collection of the information necessary to analyze custom<ir impact and to do a cost/benefit analysis. This will also provide more accurate data for periodically assessing the rates if they are adopted. In addition, a cost/benefit analysis of the most effective method and timetable for TOD rate implementation can be identified. The major constraint to incorporating time-of-day rates on a broad scale is the cost of mitering customer loads throughout the day. The most reliable technology available for time-of-day metering is through the use of broadband cable ;cable TV). While it may be difficult to cost justify a broadband cable system dedicated to automated meter reading, the cost of one or two channels of an existing cable system will be much more cost effective. We recommend that the TOD rates be incorporated over the next two to three years in conjunction with the development of broadband cable energy systems in the City of Denton. Seasonal Rates: PURPA requires' that rates charged by an electric utif3ty for providing electric service to each class of electric consumers be on a seasonal basis which reflects the costs of providing service to such class of consumers at • different seasons of the year to the extent that such costs vary seasonally. The current City tariffs reflect seasonal differentials but only for residential customers with electric heat. Since the time during which electricity is used and the voltage level at which it is received determines the cost to generate the electricity, we recommend that cost based seasonal rates be extended to all customer classes. We also recommend that the summer period be shortened to four months (June through September) from the present six months to reflect the shorter period of time in which seasonal patterns are apparent. Interruptible Rates: PURPA requires electric utilities to provide interruptibble rates to commercial and industrial customers. We recommend that the City of Denton provide these interruptible rates and that the credits for such rates be based on the savings the system experiences due to its increased reliability. While the initial credits will have to be based on estimates, the City should continually monitor the effect of interruptible customers on system reliability and adjust interruptible rates accordingly. Load Management Techniques: PURPA requires that load control be adopted i cost elective. Each potential load for control must be evaluated separately since costs and benefits vary. We recommend that air conditioi:ing and pumping loads be examined as potential controlled loads. 7 • The two-way communication capabilities of broadband cable make it a relatively efficient method of incorporating load management with or without automated meter reading. The downstream channels installed for cable television generally contain adequate amplifiers necessary for electric load management. inexpensive switches can be installed on transformers or on individual customer premises to allow the utility to directly control selected electric loads. The City should study the cost and benefits of incorporating load management techniques for air conditioning customers through the use of broadband cable. Master Metering. Adoption of the Master Metering standard is recommended because consumers in the individual units of master metered buildings do not directly pay the electric bill and thus receive little incentive via a direct price signal to conserve electricity. The criteria of economic equity requires j that costs caused by one consumer not be assigned to another consumer which is exactly what does occur with master metering. Over the long run, the increased energy consumption resulting from master metering will result in an inefficient allocation of capital resources. A review of some studies of individual metering of multiple • unit residential buildings in other parts of the country showed reductions in electric consumption in excess of 309 with individual metering. Considering the current average energy costs of approximately 3.00 and the current customer cost of approximately $4.30 for small customers, a 30% reduction in consumption (140 kilowatt hours) with individual electric metering would be cost justified for consumers in multiple unit buildings with a monthly average electric consumption of 500 KWH or above. If a `nigher percentage reduction is realized or a higher energy charge is incurred in the future, the KWH breakeven point to cost justify individual metering would be lower. Automatic Adjustment Clause. We recommend the City defer a decision on the Automatic Adjustment Clause standard and continue with its present clause or a smiliar version until the transition to TMPA is substantially complete. At that time, another restructuring of rates should be considered and a public hearing held for the purpose of reviewing the current clause to be sure that incentives for utility efficiency are provided in the structure of the clause. Electric rates and the fuel clause should also be analyzed at that time to assure consistency with and appropriateness of the rate design for purchases from TMPA. For now, we recommend that the City adjust base rates to reflect the current cost of fuel and that the base fuel cost in the fuel adjustment clause be adjusted accordingly. This is also a good opportunity to modify the specifics of the clause to 8 • remove the effects of billing lag. Information to Electric Consumers. The ability of electric consumers to make rational decisions regarding the use of electric energy depends on the information available. A general information form the electric utility has used in the past cost only $59 per 10000 forms printed. The cost per customer, therefore, to provide the information required by the proposed standard will be insignificant. Any customer which becomes aware of the relationship between energy consumption and cost can easily reduce his consumption to offset his portion of the incremental cost of providirig the required information. We, ~ therefore, recommend that the proposed standard be adopted and the electric utility provide all customers with a summary of rates at least once a year. A copy of the summary should also be given to all new customers who apply for electric service. An updated summary of proposed new rates should also be mailed to all customers at least thirty days prior to a public hearing on such rates. Uniform Service Disconnection' Rules. This standard has been specifically exemptedrom the RA-objectives of conservation, efficiency and equity. The critical social criteria that this standard appears to fulfill is that it provides a uniform policy for customers, recognizes electric service as a basic necessity (S to health and life, and provides special consideration4 for certain disadvantaged groups. We have, therefore, not attempted to evaluate the costs of implementation for this standard and recommend adoption of the proposed standard. We believe that our recommendations provide a proper balance between the responsibilities of the utility and the consumer. Pdvertising. The Conference Report stressed that the standard on advertising prohibits recovery of expenditures for promotional or political advertising from anyone "other than the shareholders (or other owners)" of the utility. The earlier House bill had prohibited recovery from the electric c^nsumers through electricity rates. We recommend the proposed House version of the standard be adopted to prohibit promotional. or political advertising in the rates of the electric utility. Lifeline Rates: The PURPA exempts lifeline rates standard from e hterrTa discussed for the other standards and basically leaves the decision to implement them to the City. We recommend that the City examine the coat impacts on its current A-1 customers that are to be created by our recommended rates and then determine whether lifeline rates are needed. Informational Requirements: The PURPA informational requirements will have a dramatic effect on the reporting and record keeping procedures of electric utilities. While many utilities may be required to expand the amount of accounting 9 • information, particularly as it relates to time-of-use and marginal cost factors, the area of greatest change will occur in the quantity and quality of plant operating data and customer load characteristics. Title I, Section 133 of PURPA requires each covered electric utility to file biennial information with the Federal Energy Regulatory Commission (FERC) and to make such information available to the public in a form and manner prescribed by the available to the public whenever the utility requests a rthe ate increase. In response to the PU RPA regul onstthe ioFERC has issued n and reporting regulations and procedures governing the service. These associated regulations with the electric of information review. Implementation Plan: We propose the following activities to the CTUy `of' Denton in order to complete its PURPA evaluation and to incorporate electric rates and policies consistent with its finding's relative to the PURPA. Schedule it public nsultants' 1. hearing co recommendations and proposed revenues rate design and regulatory policies. 2. Provide a summary to pthe roposed rates to all electric customers 30 days prior 3. hInvi,te earing and provide access ato consultants report to intervene in the public intervenors. 4. Conduct a public hearing and prepare a public record of all evidence submitted during the hearings. 5. on Review the PURPA standards randrappropriate a elfinal ectric rates and tariffs. b. Incorporate the FERC informational requirements into the electric utility's accounting and customer information system requirements to ensure future compliance with the FERC. 7. Begin customer load sampling, marginal costing and time- the cable of-day and Innovative utilizing Rates electric system rate television grant obtained . from the Department of Energy. 10 • III. CRITERIA FOR EVALUATING PURPA STANDARDS A~ Background In 1978, Congress passed the Public Utility Regulatory Policies Act (PURPA), Title I which establishes federal ratemaking and regulatory standards, lifeline rate guidelines, and cost-of-service data requirements. The federal ratemaking standards address cost of service, load management techniques (including interruptible rates), and declining block time-of-day (T provisions OD), and seasonal rates. These standards, as well as the other conservation of established to cobjecti es: of customers# the efficient use of facilities and resources by electric utilities, and the provision of equitable rates to customers. Under the provisions of Title I, state regulatory authorities and nonregulated utilities are required to complete a formal consideration of these ratemaking standards by 1981 and determine if they (1) promote conservation, efficiency, and equity, and (2) are consistent with state law. As part of this formal consideration, the regulatory authorities are required to hold hearings on these standards, • The Conference Report sets out three objectives to be achieved by the adoption of PURPA. The first objective relates to conservation of energy supplied by electric utilities. It is the purpose of Title I to foster conservation by the ultimate end user of electricity. The second objective relates to optimization of the efficiency of the use of facilities and resources by electric utilities. This objective is directed at the utility in its use of energy and of its facilities. The Conference Report indicates that capital resources are included within the meaning of resources. The concept of optimization is intended to include the notion that the most efficient use is made of electric generation and related facilities. The phrase "efficiency of use resources" is intended to include the concept of conserving scarce energy resources by techniques of rate reform which substitute the use of more plentiful resources produced in the United States in lieu of less plentiful resources, especially those imported to this country. The third purpose relates to encouraging equitable rates for consumers. The Conference Report is not specific on this purpose, and appears to leave the determination of what is equitable to the State or unregulated utility. The objectives of PURPA are independent of one another and not listed in any order of priority. The Conference Report indicates that it is not necessary that all of these three • objectives be achieved for any action to be adopted in carrying 11 . Out the purposes of PURPA. Rather, if any of these objectives is achieved and the others are not negatively impacted, a finding can be made that the purposes of the Title are carried out. Regulatory laws applicable to electric utilities typically require that the regulatory body make a finding on any particular issue that is "just and reasonable". Just and reasonable are not operational concepts, but a value position which is representative of regulators' opinions of the evidence brought to bear on any issue. Such statutory language does not set out the specific objectives that regulatory decisions should achieve. The statutory objectives usually require that a decision must be "in the public interest". In fact such language is almost a tautology. What is "just and reasonable" is answered by decisions which hold that a decision is "in the public interest". What is "in the public interest" is supported by language which asserts that the final rates are "just and reasonable". The criteria a regulator uses to determine whether any . particular outcome is just and reasonable is a personally held concept which cannot be transferred to another individual. Another regulator may have another criteria which he uses to determine whether a particular outcome is just and reasonable. Title I of the PURPA makes just and reasonable a much more precise term by stating very explicitly that an issue is just and e reasonable only if it achieves the purposes of conservation, efficiency and equity. B. The Criteria In order to determine a methodology for choosing among alternative solutions intended to promote conservation, efficiency and equity, it is necessary to convert each objective into an operational criteria. For any particular rate-making or regulatory ::tandard, a regulator should evaluate each fact brought to bear on ar,y particular Issue according to whether its adoption will promote conservation, efficiency or equity. We have atcempted, therefore, to develop an operational criteria that w!11, except where overpricing of electricity may exist, encourage consumers and producers to respond to regulatory standards that will positively impact all three objectives of PURPA. Conservation may be accomplished by responses or actions taken by both the supplying utility and by the customers. From the customer's perspective, his electricity consumption will increase and potentially be used in a wasteful manner if that electricity is underpriced. A customer will be more likely to conserve higher priced electricity. Underpricing elecricity removes the proper cost signals on the customer's bill. Hence, 12 For 17 he has less incentive to use electricity efficiently. Expanding upon this point, a higher electricity price will cause the customer to have less funds available to purchase all other goods and services. Since the customer prefers more of ail goods, more or the same amount of higher priced electricity causes a reduction in other purchases. The customer is then stimulated to change the quantity of KWH he purchases when the price is increased or decreased. Conservation also means promoting the substitution of one form of our nation's resources for resources in another form such as electricity. The customer is more likely to be stimulated to substitute energy-saving equipment and devices such as insulation, storm doors, and storm windows for the consumption of expensive electricity than if the electricity is underpriced. The customer is equally warm if he buys insulation to retain heat or if he buys more electricity to provide more heat. He is better off economically, however, if he biiys insulation to reduce his electric consumption and receives an electric bill reflecting cost savings greater than his investmen': in insulation. A customer is nct encouraged to seek alternatives to the use of scarce and expensive energy resources if the alternative is not economical when compared to the continued use of energy. For example, if an expenditure for insulation will not at least pay for itself by a reduction in energy costs, the customer will not purchase the insulation. If electricity is underpriced and insulation is not, then the regulatory policy which allows the price of electricity to be below its true resource cost is less likely to promote conservation. From the producer's perspective, conservation is achieved when it delivers any given amount of energy at minimum cost. For instance, conservation of our nation's scarce resources is not achieved if an electric utility meets existing load requirements through excessive use of its less efficient generating equipment and underutilization of its more efficient generating equipment. Maximum conservation would not be achieved because the utility would be using more fuel to weet the load than would be necessary if the utilization of the more efficient generators were increased. The producer has an incentive to not operate his facilities in an efficient manner if the cost of such action is not assigned to him. General rate proceedings are undertaken to review management practices and to establish the total revenue +quirement, i.e., the total cost of service. If inefficient oparations cause an increase in costs, then the producer's margin is reduced. Hence, adopting policies which assign cost increases to the producer, provide an incentive for efficient operation of facilities. 13 • Efficiency also may be viewed from both the producers' and the consumers' perspectives. Efficiency in production means that for any given level of consumer demand the utility minimizes the cost of production. In the short run this means that the utility adopts a program for the economic dispatch of its generating units. Economic dispatch of existing generating units means that the firm always meets demand at minimum available fuel cost. In the long run efficiency means that given the expected level of future customer demand, the utility adds generating capacity which minimizes the present value of the future stream of total costs. From the customer's perspective efficiency means that he is stimulated to use alternative forr..s of energy in the most efficient manner. In particular, efficiency in the use of energy resources means that electricity is not underpriced relative to other forms of energy. if electricity is underpriced, the rational consumer is likely to respond in two ways. First, he will use more electricity than he would otherwise by not substituting insulation, sweaters and storm doors for electricity or by not substituting more efficient electric devices for the less efficient. Second, the customer will be stimulated to substitute electricity for other forms of energy such as wood, natural gas, etc. • Equity has two dimensions. There is an economic equity argument and a social equity argument. Economic equity means that a particular customer is being charged a price that reflects the actual costs incurred by a utility to meet his level of demand. In particular, economic equity means all customers who place similar loads upon a utility will be charged the same price because similar load characteristics cause the utility to incur similar costs. It is not equitable to charge the same price to two different customers whioh have different load patterns and corresponding cost differences. Social equity is addressed by relating the price of electricity and its total cost to a customer's income. Clearly, a low incnm,e person spends a larger percentage of his income for ,-he purchase of electricity than a higher income person given equal levela of consumption. As a result, the low income individual has less income available to purchase all other goods and services. Data is not available which would permit MARC to recommend regulatory policies which would consider customer incomes and, correspondingly, the customer's ability to pay his energy bills any assure that the objectives of conservation and efficiency are not negatively impacted. 14 i w • C4 Conclusion Rational producers and consumers will respond to the price charged for electricity. Conservation, efficiency and economic equity will be achieved only if the price of electricity reflects the true resource cost incurred to produce the electricity. The Conference Report indicates that the purpose of Title 1 is carried out if aM of these three objectives is achieved and the others are not negatively impacted. Pricing at true resource cost will always promote the objectives of PURPA. The consuner must also receive the proper information and price signals and be able to control at least a portion of his load if he is going to respond to the appropriate price signals and realize the available benefits. The objectives of conservation, efficiency and economic equity will be achieved by adopting the following rule as the operating criteria which is to be used to choose among alternative'solutions: "Does the solution result in the price of electricity being set equal to its true resource cost or provide the consumer an opportunity to resp,)nd to the appropriate price signals?" If the answer to this question is yes, then adopt the • solution. If the answer to this question is no, then reject the solution. 15 IV. APPLICATION OF EVALUATION CRITERIA TO CURRENT • TARIFFS AND POLICY A. General Discussion The application of the criteria is easiest when the issue goes directly to the price itself. For instance, the issue of whether to adopt seasonal rates requires that the decision maker has available to him an empirical analysis to determine if significant cost differences exist in different seasonal periods. If the answer to the question is yes, then the decision maker must determine the cost of seasonal metering. If seasonal metering costa are excessive relative to the expected benefits, then the imposition of additional metering requirements in order to implement seasonal rates that reflect the seasonal production cost differences may result in an inefficient use of capital resources. On other issues, particularly those associated with individual electric meters and information to consumers, the solutions may only indirectly affect the true resource corst. As a result, the decision maker must examine the second round effect before its effect on true resource cost may be identified. The • second round effects can be viewed from two perspectives. If the adoption of the regulatory standards has only an indirect effect and is dependent on cost base) electric rates to achieve its objectives, the regulatory and ratemaking standards become ins4parable and mutually dependent. Secondly, since proper education of the consumer and the development of properly designed electric rates can take months or even year;, the total effects of the regulatory standards can be viewed as a long teem investment in customer related plant necessary to reduce long term investment in gegerating plant. We have taken the following approach in evaluating each standard for the City of Denton. First, marginal costs must be calculated and the most accurate TOU rates possible be designed for the electric system. only then can the necessary cost/benefit and billing impact analyses be done to determine the appropriateness of each standard. We also recommend that the cost/benefit analyses for the various standards be considered simultaneously as well as individually since certain fixed costs need only be incurred once, but will be necessary for all standards. 16 • B. Cost of Service Standard Operational Criteria: The cost of service standard is defined in sections 111 and 115 of Subtitle B - Standaris for Electric Utilities. Specifically, rates charged by any electric utility for providing electric service to each class of electric consumers are to be designated, to the maximum extent possible, to reflect the cost of providing service to each class. In t e case of unregulated utilities, the choice of which cost of service method to use is left to the utility. However, the method is required, to the maximum event possible, to permit the identification of cost incurrence attributable to: 1) Daily time of use, 2) Seasonal time of use, 3) Customer cost components, 4) Demand cost components and 5) Energy cost components. In addition, the method should account for the extent to which the total costs of an electric utility are likely to change if additional capacity is added to meet peak demand relative to base demand or if additional KWH are delivered to customers at any time. Marginal cost studies are designed to fulfill these . requirements. To comply with PURPr a utility must have some meaningful measure of marginal cost. The determination of the appropriate cost of service (COS) method is clearly one of the most important standards, since it is the basis for. determining the true resource cost upon which al), other judgements are made. For this reason it is critical that the most accurate cost study possible be done prior to developing specific criteria for other standards. The PURPA does specifically state that COS results are the starting point for tariff and other policy decisions, but that such decisions are not expected to follow the COS study precisely in every instance. The two main reasons for this qualification are essentially potential customer impact caused by sudden shifts in bills and the potential for the implementation of new policies to cost the utility and/or the customer more than they will save in resources. However, the actual cost of service must be determined before any such judgements can be made. There are numerous approaches to quantifying the utility's costs of providing its services: PURPA clearly requires that the total costs of operation be divided among classes, resulting in what is commonly called a class COS study. There are two main types of class COS studies known as fully distributed or marginal • studies. The f,,ret type allocates current annual fixed and variable accounting costs of service among classes and the second 17 • typo allocates future changes in fixed costs and future variable costs among classes of service. Section 115 of Title I clearly requires that the COS methodology chosen by a non-regulated utility must consider marginal costs to the maximum extent practicable because it rftgwires the consideration of future costs. Generally, only a lack of data makes considering marginal costs by class impractical. Few utilities have every bit of information necessary to calculate marginal costs at their fingertips, but it is often available in less than perfect form. If the data is not available, and the utility is not currently budgeted to acquire it in time to r.eet the PURPA requirements, it may not be physically or financially possible to acquire the data. In such cases the utility should try to estimate unavailable data to allow the calculation of marginal costs. However, the estimation technique(s) used should be clearly documented. In addition, sensitivity analyses should be done to determine the effects on cost allocations to customer classes'of changing the estimated data. If meaningful data estimation is not possible, it is better to delay the computation of marginal costs until meaningful data is available. if any of the required data is unavailable and estimates are used, or delayed, the utility should examine the feasibility of instituting procedures for data collection for future use. Fully distributed cost studies should only be used as an interim last resort until marginal cost studies are feasible. Current Policyi The City of Denton has never done a marginal cost st=udy or a complete class cost of service study of any type for its electric system. Its most recent COS study was done in 1973 by Black and Veatch and focused on det=ermining total embedditd revenue requirements for the period 1975-80. Some detailed work was done at the class levels to forecast customer growth, sales, and similar items. Without considering current data limitations, our reccmmendation would be that the City do a thorough marginal cost study by voltage level to quantify its true resource cos!. However, severe data limitations at both the Company and class Sevels exist, making it impossible to du such a study immediately. Our review of the electric utility's records indicates that almost no class hourly demand data is available, and very little hourly dispatching data for the current generation facilities is available. In addition, the City's electric operations will be in a state of transition as the Texas Municipal Power Agency (TMPA) becomes operational because, effectively, a major portion of Denton's marginal costs will be determined by the rate policy they face in buying power from TMPA, In one sense the demand/energy rate the City will face from TMPA will be its marginal cost. However, TMPA's rate must 18 accurately reflect its marginal cost for the rate to be a measure of true resource cost to Denton. A thorough marginal cost analysis of TMPA's system must be done before the quality of its rates as a measure of true resource cost can be settled. The TMPA has done no marginal cost analysis, and is only now beginning to finalize embedded cost studies for use in designing its rates for the four member cities. The system operation data necessary to do a thorough marginal analysis is not yet available because the cities do not have detailed records of their operations and the TMPA has not yet begun operations so that the information can be acquired at the total system level. Estimates of the system characteristics are available. Recommendations We recommend that the City adopt the Cost of Service standard as the basis of all the ratemaking standards. It is absolutely necessary that the City of Denton have a meaningful measure of the true resource cost of providing electricity to carry out the requirements of the PURPA regarding other standards. We recommend that three things be done to accomplish this. First, an estimate should be made of the future costs the utility will face from TMPA and its other operations. These estimates will serve as proxies for system marginal costs for use in decision making until better data is available. Class • allocations of these measures will have to be made on the basis of estimates of current class and voltage level characteristics. Customers will probably need to be regrouped in new classes to more accurately reflect cost responsibility. All estimates and data sources should be carefully documented. Second, the utility should institute data collection procedures for future use. This is a critical step in improving the estimate of true resource cost necessary for evaluating policies and standards, which should in turn improve the utility's ability to effectively manage its operations. The required data will be discussed below in more detail. Third, a marginal cost analysis should be done for TMPA if the City wants to determine the quality of the TMPA rate as a measure of true resource cost. C, Declining Block 9 Ck Rates 0 erational Criteria: The declining block rate standard is explicitly defined -in Section 111 of Subtitle B. It requires proof that the energy costs for a class decline as consumption incrRases before the energy component of a rate, or the amount • attributable to the energy component in a rate, can decline as 19 consumption increases. The demand part of a rate is explicitly • exluded from this standard. It should be noted that recovering energy costs with a declining block KWH rate implies a certain relationship between quantity and timing of use. Specifically, it implies that load factor the ratio of average to peak use increases as consumption increases. A further implication is that as average use increases relative to peak use, average fuel costs decline. The only situation that can exist where such costs decline is one in which more efficient use is made of the fuel source in a currently running plant as consumption increases. This is true because plants are typically brought on line in the order of least incremental running costs, the majority of which is fuel. Thus, any time increases in consumption require bringing the next plant on line, average and marginal fuel costs will ~X design go up. It is almost impossible for this to be the case for all customers since most utilities experience increases in total KWH sales and system peak demand simultaneously. It is possible that a group of customers may exist that fit this case, but detailed load information for each customer within the group must be available to prove that marginal energy costs for that group decline as usage increases for any time period in which declining block rates are desired. Current Policy: All residential and commercial/industrial customers gave some form of declining block KWH charges. No records exist which explicitly identify the energy and demand cost components in these rates. The governmental agency rate is a flat rate for all KWH and has no minimum charge. The dusk-to-dawn lighting rate is a flat charge for each lamp size with no relation to measured VWH usage. No minimum charge is applied since the rate is unrelated to consumption. Recommendation: The daCa required to determine whether or not cost based support for declining block energy charges, either by daily time period or seaeonal period, s not exist or is unavailable. However, as pointed out above, it is highly unlikely that such rates can be supported. Further, if TOU rates are implemented, much of the potential need for declining block rates is eliminated. For these reasons we recommend that the City adopt the seasonal Rates standard and in future tariffs the City recover energy costs on a flat per KWH charge by time of day, eliminating declining block energy charges. 20 • DL Time of Day Rates Operational Criteria: The PURPA is explicit in Subtitle 8, Svc. 115.b in requiring the use of long-run cost/benefit analyses in determining the appropriateness of time-of,-day or time-of-use (TOU) rates. Once marginal costs have been identified by time period, it is a relatively straightforward process to design rates by time period to recover those costs. It is implementing rather than designing the rates that has the potential to cause problems. Three main hurdles exist for most utilities to implement time-of- use (TOU) rates: 1) Metering and administrative costs, 2) customer impact, and 3) data limitations. These hurdles are not usually sufficient to cause abandonment of TOU pricing but do play an important role in deciding how to TOU price. Initially, there is a required investment in metering equipment and in reorganizing billing procedures to fit TOU requirements. Customers must also be educated so that they understand TOU billing. The extent of any impact on the utility and its customers of these requirements depends mainly on the state of current procedures. One of the main criteria in determining if and how far a utility should move in TOU pricinq is whether the costs of the required procedures will be exceeded by the benefits. If it can be demonstrated that responses to TOU pricing will result in long run benefits that exceed implementation costs, some sort of TOU pricing scheme is in order. When a utility institutes TOU pricing it is essentially trading investments in more expensive metering and billing systems for the fuel and capacity costs it would have been required to pay to meet the additional demand for electricity it would have experienced without TOU pricing. Once a utility decides to use TOU pricing, it faces the practical problem of how quickly it can proceed. Again, the current tariff policy of the utility affects the decision. General rate-making principles as well as the PURPA clearly state that billing impacts caused by change in tariffs must be considered in instituting any new policy. The decision is basically subjective and best made after careful examination of bill impacts that will be caused by regrouping customers and redesigning rates. Data limitations also create problems because good price elasticity of demand estimates must be available to do the initial cost/benefit analysis and to predict future revenue streams as customers alter consumption in response to price changes. 21 1 • Short run revenue instability can also be a problem if future revenue streams are incorrectly forecasted. However marginal cost based rates eventually improve revenue stability since the rates will provtde revenues as costs are incurred. It should also be noted that while implementing TOU rates can create short run problems, it also eliminates many long run problems. The criteria to correctly group customers is clear cut: costs vary by TOU by voltage level, hence customers served at the same voltage level should be charged the same TOU rate. All of the many problems of trying to identify the myriad of the patterns of the timing and amount of electricity consumption of individual customers to group them disappear. It is no longer necessary to identify such patterns on the front end. TOU meters record the information for you. Perhaps an even greater advantage is that subsidy among classes is almost entirely eliminated. All of these factors must be considered in evaluating the TOD and other PURPA standards. Current Policy: The City of Denton currently has no time- of-day rates. Recommendation: Denton must first obtain an accurate estimate of Tts marginal cost before implementing TOD rates. Our recommendation to accomplish that is explained in the Cost of Service section above. Once the first estimates are available, actual TOD rates will have to be designed to enable the City to do a cost/benefit analysis and to evaluahe customer impact. Costs estimates for a metering and billing system must be obtained and compared with these potential savings. Estimating potential savings will require some estimate of price elasticities of demand. Technically accurate estimates are scarce, and calculating one that is system specific for Denton is virtually impossible because identifying consumers' responses requires already having had the rates in effect. Euphemistically speaking, it is a "chicken and egg" problem. However, estimates for some customer groups can be obtained. Data is available on industrial and residential customer response elsewhere in the U.S. It is commercial customers for whom data is lacking. We recommend that these estimates be used initially in deciding whether to institute TOD pricing on a small enough scale to obtain system specific data. Other systems' experinces have yielded positive recommendations for gathering data. We expect the same will be true of Denton, particularly sine the procedure to institute TOD metering will be required to collect load data necessary to do an accurate marginal cost study as recommended in the Cost of Service section above. 22 There are a number of ways to meter electricity by time of • upe. Certain types of metering systems have other capabilities an well that the City might find useful. Possible systems include: 1) Converting existing standard meters through attachments 2) Buying new multiple dial meters 3) Installing an automatic digital meter reading system with transmission along electric, telephone, or cable TV lines. 4) Installing a digital recording system that still requires personnel to physically retrieve data from each meter. The ultimate decision concerning the best system for the City to use will be affected not only by coi,sideration of TOD rates, but other factors as well. For that reason, it will be necessary for the City to first estimate the costs of all types of metering systems and their potential for altering personnel needs (with a potential for reducing costs), use in load management, use in automatic meter reading, and use in connect/disconnect for interruptible service or other reasons. This information can be obtained from various manufacturers of such systems. These joint costs must be compared with the joint benefits of the various rate standards, once the required data is available. If the long-run benefits exceed costs, TOD rates should be adopted. E. Seasonal Rates The issue of seasonal rates is closely associated with time- of-day rates. The issue for the City to address is do the utility's costs vary by season cf the year. The costs to be examined are fuel, coincident capacity and non-coincident capacity costs. We may eliminate customer costs from any further discussion of seasonal rates. Fuel related costs are a function of loads, relative fuel prices, fuel sources of the generating units and the technical characteristics of a power station's ability to convert energy from one form into another form. The loads are usually not f ixed between seasons. Therefore, it becomes an empirical question to determine if fuel related costs vary by season. If so, then the tariff applicable to each KWH should reflect the difference • between the costs incurred in each season. The City's current 23 fuel adjustment clause combined with a base rate that reflects average base fuel costs should adequately reflect seasonal differences in fuel costs. Non-coincident capacity costs are a function of individual customer's peak loads and may or may not be seasonally related. As such these capacity costs are not generally thought to vary seasonally although there may be exceptions, i.e., irrigation loads. If a utility exhibits a distinct seasonal peak, the coincident capacity costs are seasonally related. Some utilities may exhibit a dual peak of equal heights. If so, there are two seasons, one including the two peaks and the other which includes all other loads. The seasonal nature of coincident capacity costs is most appropriately determined by an inspection of an annual load curve. It is appropriate to adopt seasonal differentials in the coincident capacity costs if the load curve exhibits a characteristic seasonal shape. The coincident peak season is defined as the period when the system has a high probability of experiencing an annual peak. The Denton electric system appears to have the highest probability of peaking in the months of June through September. It is not appropriate to define the peak season by examining only one annual load curve. Rather, it is necessary to examine the • load curves for a five to ten year period. The seasonal period should be defined the same for both fuel relate? costs and coincident capacity costs. The practicpl importance of identifying the presence of a seasonal period For establishing tariffs is that the associate costs are most appropriately collected during this period. It is not appropriate to collect seasonally incurred coincident capacity costs outside the defined seasonal period. All coincident capacity costs are best collected either through a coincident KW charge (if appropriate metering is available) or over KWH billed during the period. All seasonal fuel related expenses are to be collected by a KWH charge applicable during the seasonal period. Non-coincident capacity costs may be collected over all billing KWH or KW without regard to a season. To adopt tariffs which do not reflect the presence of the seasonal component of costs will violate the criteria of adopting policies (in this case tariffs) which set price equal to the true resource cost. An associated, issue is the relationship of seasonal tariffs and non-TOU metered customers. If TOU tariffs cannot be cost justified for customers who take small amounts of energy, the issue becomes W:.iat is the appropriate rate structure to post for these customers?" We recommend that all non-TOU customers face a • seasonal flat rate in addition to a flat monthly facilities 24 charge. All coincident capacity costs should be collected during the peak period and all non-coincident capacity costs are to be collected throughout the year. The fuel component will reflect neasonal cost differences in fuel related expenses that are different between the seasons. The adoption of seasonal rates requires that an examination be ;nade of both a utility's load curve and its fuel related costs associated with the production of KWH. An examination of the load curve will reveal whether it has a distinct seasonal peak over a number of years. If so then the system planner will incur capacity costa in order to meet the seasonal peak. The customers who impose the loads during the seasonal period cause the costs to be incurred and should be charged for the capacity costs on bills rendered during the peak season. If fuel related coats vary by season then the customers who impose loads when costs are high should be charged for these costs. Similarly, customers imposing loads when fuel costs are lower should be charged the lower costs. Current Polio : The current City tariffs reflect seasonal differentials only in its residential rates. These current winter discounts apply only to residential customers if the entire home is electrically heated - heat pump or resistence. The end use of electricity does not determine the cost to produce that electricity. Consequently, if seasonal differences in the production of electricity do exist, those cost differences should be reflected in the rates of all customers that contribute to those cost differences. The present summer period for residential service is defined as May through October. Uiscussions with management of the Electric Utility and a review of recent monthly consumption statistics indicates that the probability of the utility reaching its peak during May and October are very low. Thus, the currently defined summer period does not appear to reflect the true summer period. The current residential rates reflect a seasonal differential of 7 mills for electric heating customers for consumption over 7GO KWH. This means that electricity sold in the trailing blocks of the tariff to specified customers in the summer is sold at a base rate of 2.560 as compared to the base rate of 1.85¢ at which electricity is sold to the same customers in the winter. Recommendations We recommend that the city continue to offer rates `that reT1ect differences in seasonal costs to the utility but suggest that these rate incentives be extended to all electrin customers regardless of the end use of the electricity. Since the Denton Electric Utility is a definite summer peaking 25 • system, it only incurs Additional capacity costs if it adds electric demand during the summer peaking period. The generation and transmission costs incurred to provide additional capacity during the seasonal peak period provides an objective and practical basis upon which to develop an appropriate seasonal rate differential. F. Interruptible Rates Operational Criteria: The PURPA, in Subtitle 61 Sec. 111.d.5, explicitly requires all utilities to offer cost reflective interruptible rates to all commercial and industrial customers. No exceptions are included. Current Polic : The City of Denton currently offers no interrupEfbYe tarTf s. Recommendation% We recommend that the City offer interruptible rates with a lower demand charge based on the increase in reliability the s7s`_em will have as a result of the existence of the option of cutting off loads. This will require recalculating system reliability by hou►• and redispatching the system as if the loads were cut off. The total change in reliability can then be determined and applied to marginal cost • estimates to calculate appropriate credits. Unique credits will be rsauired for each voltage level served. G. Load Management Techniqued Operational Criteria: Sec. l1l.d.6 and sec. 115.c require an electric utility Eo offer its customers those load management techniques that are practical, reliable, and likely to reduce maximum kilowatt demand for the system and thus lower long run costs resulting in savings greater than the long run costs of the load mmanagement program. Again, the City must conduct a coat/benefit analysis to determine whether to accept this standard or not. The expected savings per KW of controlled load can be estimated from the system marginal cost study. The cost of control and the potential amount to be shifted in KWH must be estimated separately for each controlled device. In general, any large load required for a service that can be deferred witho,t adversely affecting the quality of the service is a potential candidate for control. Likely loads for control include, but may not be limited to, air conditioning, water heating, space heating, water pumping and irrigation 26 services. There is potential for the utility, and ultimately its ctintomers, to benefit from shifting loads to off peak hours because costly future capacity additions can be delayed if growth In peak demand is slowed. Likely loads for such shifting are air conditioning, space heating, irrigation and water services. Such loads tend to coincide with system pumping It is unlikely that water heating is a andidatekfodeds. rmsuch shifting because the natural d..,:.lrsity in water heating use tends to ameliorate its effect on pe,~k demand in a summer peaking system. However, water heating service is definitely a candidate for control that lowers total KWH usage because water heaters use energy to keep water hot during extended periods of non-use. Simple timing devices could prevent unnecessary heating and save the associated energy costs. Control of the other loads is less likely to result in substantial energy savings because use is merely shifted to another period. While shifting use may result in using KWH in times with slightly lower energy costs, the services may also require more KWH to "make up" for the slight slippage in the service during the control period. For example, an air conditioner that is shut off for 15 minutes during a peak hour may have to work a little harder when it comes back on to recover the degree or fraction of degree of cool that was lost during control. ® These factors will need to be weighed in analyzing the costs and benefits of each potential controlled load, Credits for any control should be based on the net savings of controlling the load. Load management can be voluntary or mandatory. Many utilities have had success with voluntary load control for these services, both in terms of customer acceptance and resulting coat savings. Some utilities and regulatory commissions have instituted or are considering phasing in mandatory controls, which differ slightly in the credit procedure. Voluntary control credit policies tend to give a credit to the customer who is willing to have his load controlled. The reasoning is that if he is willing to give up control of his load, he should recoup the benefits. The same argument can apply to mandatory control credit policy: if a customer is going to be required as a condition of service to let the utility control his load, he should recoup the benefits. The potential problem with such a policy with mandatory controls is that if almost all customers have controlled loads, they all receive credits. Essentially, the source of funds for these credits are the general rates, so all customers end up paying a fraction of everyone else's control credit. They would be at least equally well off if no credits 27 -7-7777 S ware given at all. Credits in such a situation are merely t: ansfers that raise the total revenue requirement of the City. Even without credits, the fact that the total utility costs are Inns means that savings occur to individual customers. In addition, the administrative burden of keeping up with credit records is alleviated. Another potential problem with mandatory control is that customer acceptance may be impaired. For this reason phasing in mandatory control is being considered by many utilities. Such plans often include the provision that new customers are subject to mandatory control with a credit and existing customers are urged to accept control. A more common procedure is to require all customers tc accept control with a credit and then gradually phase out the credit. Any control plan must be cost effective to fulfill "URPA requirements. Current Policy: No loads in the City of Denton are being controlled by the utility at this time. Recommendation: Evidence from other summer peaking utilitlesr exile: Ienees indicates that control of air conditioning and pumping loads will probably be beneficial to the City and its customers. A comprehensive load control program should be designed to minimize the cost of the control system. The City will need to investigate various management systems. There are four basic types currently available whose distinguishing characteristics are mainly a function of the transmission mechanism for the control signal. They are systems that use 1) electric wires, 2) telephone wires, 3) cable television linas, or 4) radio signals to activate the control devices. Each has various technical difficulties. Reliability is the chief problem with using electric lines. damage electric the ability to control rload generation Any line time problems in transmission of the signal can occur. Using telephone linen requires some assurance that the inesw ill continue to be available to the City for use on a cost effecte basis. This requires the continued cooperation of the telephone utility in question and limits the managerial control of the City over its control system. Using radio controlled devices is limited by the available frequencies and physical transmission range of the broadcast. Cable television lines have two potential problems in that not all houses choose to be served and cable television lines, like electricity lines, are subject to physical damage. However, most utilities consider cable control the most reliable alternative, but they are often prevented from using it if no cable system is in existence. This is not the case in Denton, so a likely candidate for a low cost control • mechanism is the City's new cable television system. 28 • An administrative decision must be made concerning the use o!' voluntary or mandatory controls. We recommend that the City boijin with voluntary controls with individual credits to insure customer acceptance since the concept of direct load management will be new to its customers. Once the City decides which control system to use, the costs and benefits for each type of control must be used in designing the credit. 11. Master Metering Operational Criteria. Consumers cannot generally make rational decisions regarding their use of electric energy and power unless they have control over at least a portion of their electric consumption and receive a clearly identified price signal that reflects the dollar impact of reduced consumption. The owners of master metered facilities recover electric costs in a number of ways. A landlord may simply include in each tenant's rent an allocated estimate of the cost of electricity. A common estimating technique is to allocate the monthly electricity costs to each tenant based upon floor space. Regardless of the method used to recover the electricity costs from the tenants, the property owner of a master metered building is the individual that receives the price signals charged by the utility. The user of electricity, the tenant, may not control his usage because he is not paying the electric bill directly. He responds differently because he does not receive a clear price signal. Thus, a tenant who does conserve energy will cause the total master metered bill to decline. The decline, however, is then distributed to all other tenants in exactly the same fashion as the total costs are normally distributed. Hence, this customer may receive only a small portion of the savings caused by him., In contrast, a customer who wastes electricity under a master metered arrangement will be subsidized by other tenants for a large portion of the associated coats. As a result, where master metering of electricity exists, the true resource costs are generally not assigned to the individual users in proportion to their consumption or conservation habits. The conservation criteria can best be realized if cost saving: resulting from energy conservation are assigned to the individual user who causes the resources to be either used or saved. The criteria of economic equity requires that cost burdens caused by one individual not boa assigned to another individual. Thus if the City does not adopt the prohibition of master metering, the allocation of cost increases or decreases resulting from changed energy habits of individual tenants will likely not be distributed to the tenants in the most equitable method. Thia improper cost allocation will result in individual 29 w • tisriants not receiving the proper price signals or incentives to conserve energy. Over the long run, the increased energy e,t)nsumption resulting from master metering will result in an inefficient allocation of capital resources to otherwise linnecesary generating plant. Costs and Benefits. Our analysis of the available data and Eif)tential benefits regarding the prohibition of master metering involved two areas. First, we reviewed the minimum charges applicable to the City's current tariffs to obtain an estimate of customer related costa that would be incurred by the electric utility if individual metering of electric service is adopted. 4!Ev compared these minimum charges to the current energy costs. Secondly, we obtained copies of some recent industry studies on the effects of individual and master metering on individual unit energy consumption. The City electric utility will incur additional metering costs and higher operating expenses including meter expenses, meter reading and customer records and collections expenses with the installation of, individual meters. The customer expenses will likely represent the rniost significant cost increase to the utility as a result of a future ban on master metering. A common method of estimating customer costs is to look at the utility's monthly customer costs or minimum charge although this charge is not always based on actual costs. The present residential customer cost is approximately $4.30 for residential and small commercial service. The electric utility industry has completed some studies to identify the benefits of the elimination of master metering. Recent studies of the effect of individual metering have been conducted in Los Angeles, New York and Seattle. All three of these studies reflect savings in excess of 308 with individual metering. We submit these not as estimates of the effect in Denton but as representative of the types of responses one may expect from the elimination of master metering. The study of the effects of master metering in Seattle, Washington. found that there is a 318 higher electric consumption in master metered apartments when .,ompared with idertical individually metered apartments. The study also found 728 'iigher electrical use for domestic hot wator heating in apartments receiving their hot watkar from a central system when compared with apartments with individual systems. The report indicated that these findings were "consistent with national findings." A report on the installation of submetering of electricity in a cooperative housing company in the State of New York has indicated a 35% reduction of electricity by the cooperators in the first month. The cooperative housing company, Penn South Houses, was the first in New York State to conform to the 30 • requirements of the New York Public Service Commission in converting to sub-metering. A third report summarizes a survey conducted by the Los Angeles Department of Water and Power to determine the effect on electrical consumption when metering is changed from group metering to individual metering. The two areas surveyed showed a reduction of 378 and 458 in their electrical consumption. The hLgher figure is "attributed to high air-conditioning saturations in the latter". A comparison of these documented experiences with current rates and customer costs in Denton demonstrates the potential benefits that individual metering presents to residential and commercial customers, A Denton master metered residential or small commercial account presently pays an energy charge of about 3.0Se per KWH. Considering the current average ever-v cs and the current customer facilities cost of $4.30, an ndividual unit would have to decrease its consumption by 140 KWH to cover the additional customer costs associated with Individual metering. If under individual metering, a residential or commercial customer in the Denton service area using 500 KWH a month can realize the thirty (30) percent reduction in consumption realized in other parts of the country, the total monthly cost of energy for the individual customer would decrease. The potential savings increases as t he minimum charge decreases or the monthly consumption or energy costs increase. 't'hus the benefits to the customer of individual metering in the Denton service area appear to exceed the additional customer costs of implementing the prohibition on master metering, Current Polic. Our review of prior ordinances and regulatioais of the City reveals that multiple dwellings containing less than five (5) units may be served by one electric meter. There apparently has been some reluctance on the part of financial lending institutions in the area to finance master metered buildings because of the inability of many property owners to cope with the rapidly increasing cost of energy. 'Where is also a state law prohibiting the installation of master msters. Recommendation. It appears from our analysis of the coat and benefits-of1inaividual metering and our review of the Denton electric rates that the potential energy cost savings to an individual residential or commercial unit will exceed the additional customer costs associated with individual metering, Thu decrease in energy consumption resulting from individual metering will reduce their long term capital resource needs. We, therefore, recommend that the standard on Master Metering be adopted for the Denton electric utility for all multiple unit, buildings and that the five unit limitation be removed. 31 • The major problem anticipated with the Master metering strindard concerns the definition of permanent type wall coontruction for commercial buildings. We have, therefore, stlopJlested individual meters for multiple units on each floor, whIcrh are merely horizontal walls, and in each bearing cwalls. ommercihlh space on the same floor separated by a iaiil.ti-story commercial building could have only one tenant or ocrnupant, a future change in the ownership or tenants may result in multiple occupancy in which individual metering may not be prnctical if the building was not originally wired by the builder for individual meters. Common building areas where individual unit contribution to electricity the practical to meter should still be consumption om?tered minor i provisions of this standard. I 1. Automatic Adjustment Clause OEerational Criteria. A proper evaluation and application of the operational cr teriz to the Automatic Adjustment Clause standard requires a review of the background and purpos,ns of interim adjustment clauses including fuel adjustment clauses. When the electri.c utility deoires to change its prices it must propose a sel: o! rate schedules setting out the new prices that it proposes tc.charge. These rate schedules are simply price lists showing the rates and charges for electric service and also conditions under which electricity explaining ary other tertheanutility. service is furnished by Before approving a utility's request for a rate increase, the City Council generally institutes a hearing into the need for higher rates. This process of investigation and hearing involves a presentation of evidence by the utility showing its need for the higt,er rates. After all the evidence has been reviewed, the City Council examines the evidence and renders its decision. Each general rate increase is a major undertaking for the City Council and it generally extends over a period of many weeks and in some cases for months. The effort and time required for a examined satisfy the procedural requirement sthat rall the evidence part There are two principal issues to be decided in a general rate application: the rate level and the rate structure. The rate level is the amount of money that the utility needs to collect from its customers to cover the total cost of furnishing electricity including the necessary internally generated capital. total structure This ssum is the revenue how much of the rate issue involves the determination o revenue requirement shall be collected from each of the customer classes 32 • stich as residential and industrial and involves the question of how the specific rate schedules for each class are designed. As a result of the length of time necessary to complete a rnte investigation, many months may pass between the date of the evidence that is the basis of the City Council's decision and the final order. In times of rapidly changing electric utility coats, the delays necessitated by a complete general rate investigation are a major aspect of the problem of regulatory 1,19. In an effort to reduce the regulatory lag occasioned by a complete rate investigation, utilities have turned to the use of interim adjustment procedures for changing electric utility rates between the complete genn,ral rate increases. The purpose of these interim adjustment procedures is to permit timely changes in electric utility rate levels in accord with changes Ir. some of the larger and more volatile cost elements without the necessity of a complete and costly rate investigation, particularly where these cost increases are beyond the control of utility management. Costs and Benefits. The costs to the City of not having a fuel ad3ustment clause would be borne by both the customer a.,%d the utility. Incentives to the customers would be eliminated that encourage them to take steps to conserve electricity. If incentives are not also provided to the utility, however, tnen production costs may become higher than necessary. if an automatic adjustment clause is not available, then any increase in fuel costs can only be recovered through a separate rate increase. Administration costs to the City will increase because the utility would have to increase the size of its rate staff to handle the additional workload imposed on it by the need for frequent rate increases. While we cannot specifically quantify the additional costs of frequent rate hearings or potentially serious regulatory lag, we believe significant cost savings can be realized through the application of the automatic adjustment clause if the City follows a practice of balancing the interests of consumers and the utilities in the design of ~.he clause. Current Policy. The present fuel adjustment in effect in Denton is an automatic clause as defined in PURPA. The electric utility is required to calculate a monthly fuel adjustment but City Council approval is not specifically required prior to the 1 surcharge becoming effective. The fuel price changes include the effect of generation mix and are properly discussed as fuel cost chancles. Since most 0 electric service rendered in the Cit,- is provided with alas generating plants, the problem of generation mix generally does 33 s~~ l+ut arise. The role of purchased power, however, is significant au(l Increasing with the Texas Municipal Power Agency assuming an aver increasing role and becoming an important source of power r•)r the City. Changes in the price of electricity signal to the customer Tat more expensive resources are being used in the production of electricity. If the customer is aware of the change in cost, he piny respond accordingly. If the elecric price change did not rlr,cur, then there would be no signal to the customer that renource costs had changed. It is doubtful that a consumer will i espond unless he is signaled that a change has occurred which is one benefit provided by the present fuel adjustment clause. Recommendations. We recommend that the City defer any decision on the automatic adjustment clause standard until the transition to TMPA is substantially complete and the entire rate structure can be adjusted. At that time we recommend the standard be adopted and a public hearing be held to review the current automatic adjustment clause to determine if it provide3 proper incentives to utility management to mininize fuel •ind purchased power costs. Such a hearing should be held at least every four years to assure the form of the clause continues to meet the stated purpose. If the startup of TMPA operations is delayed and City achieves the minimum consumption requirements to place it within the PURPA mandates, the review of the automatic adjustment clause may have to be completed earlier than recommended. J. Information To Electric Consumers 0 er~atioonnaal Criteria. The ability of the electric consumer to make rational dec iTons regarding the use of electric energy depends on the information available. The success of a rate structure policy designed to encourage consumers to conserve electricity depends upon consumers voluntarily reducing total consumption or moving consumption from on-peak to off-peak use where they have a choice as to when to use electricity. Voluntary actions of the consumer depend on the customer's knowledge regarding the costs and benefits of the alternatives available. Although the number of customers who may respond to this standard cannot be estimated with any reasonable degree of accuracy, information is a precondition for consumer response. More consumers will be aware of the relationship between energy consumption and price if information regarding rates and kilowatts and kilowatt hours is widely disseminated. This increased awareness on the part of electric consumers will encourage more consumeCs to change their consumption 34 chnracteristics in response to the price signals provided by the aInutric rates. Thus, improved infori,iation to consumers and properly designed rates will promote the objectives of PURPA. IE the city does not adopt the Information to Consumers at,indard, the typical relationship between energy consumption and price and less likely to respond to changes in electric rates structures or levels. If tho consumer is not periodically reminded that his energy bill is (lnpondent on classification of service and energy usage, he is lung likely to change his consumption habits or attempt to reduce tonal consumption. Consequently, a rather inexpensive method of roir.forcing the consumption and price relationship will have been bypassed and h the potential will t not be realized. consumption standard reduction regulting f The critical criteria the City will deal with in its evaluation of the ratemaking standards will be the proper relationship of electric rates and the cost of service. The City will have to determine if the prices charged for electricity in Denton provide the proper price signals to the consumers. If the Information to Consumers standard is not adopted by the City, the benefits of pricing policiiys developed in conjunction with the rate making standards could be reduced significantly. . Costs and Benefits. The cost of implementing this standard will depend on the creativity of utility management. This standard should not be interpreted as requiring Denton electric utility to provide copies of elaborate electric tariffs to all its customers or to develop expensive data processing systems to record consumer energy consumption. The City electric utility has already developed an iner-?ensive pamphlet that describes all its current or proposed major class electric ratef. The latest cost to print this form was only $59 per 1,000 forms. We estimate that an annual mailing to all customers which summarizes current rate schedules would cost less than $5,000. We estimate that the annual cost of providing each new customer a copy of the applicable rate schedule would be even less. Since Denton has close to 20,000 customers, the average cost per customer to provide the rate information required by the proposed standard would be less than 50 cents per customer per year. Any reduction in an individual customer's consumption resulting from the dissemination of rate information should more than offset the additional costs incurred to provide the information to that customer. The additional cost to a customer that failed to respond to the information would be insignificant. The cost to the electric utility to respond to inquiries from its customers regarding prior period energy consumption will be minimal utility inquiries basic e since system necessary to properly lalready developed 35 • Adoption of this standard should not require the utility to adopt any new or elaborate filing systems or computer systems. Current Policy. Our review of prior ordinances and rlrguletlons did not reveal any direct prior action in Denton regarding the issue of information to consumers. The City has developed an effective rate summary pamililet that they give to now customers and anyone else who requests rate information. The City also maintains a comprehensive customer usage data base which enables it to respond in a timely manner to customer inquiries regarding prior months' consumption. Recommendation. We recommend that the proposed Information to Consumers standard be adopted by the City despite the lack of any empirical data on the potential energy savings resulting from the adoption of the standard. The benefitr, of providing consumers with proper price signals have been demonstrated in numerous studies of consumer consumption in various parts of the country. The communication to customers of the relationship between rates or prices and kilowatt hours has played an important role in achieving these benefits. We specifically recommend that the City provide every customer a copy of the current rate summary form at least annually and that a similar form be developed to notify customers of proposed rate changes at least 30 days before they bscome effective. K. Uniform Service Disconnection Rules Operational Criteria. This standard has been specifically excluded r~ om the PURPA'objectives of conservation, efficiency and equity because it is regarded as a social policy. This standard provides that no electric utility may terminate service to any consumer except pursuant to a standard set of procedures described in a special rule. The critical social criteria, therefore, is that the rule be applied consistently. This rule provides that no electric service to a consumer may be terminated unless reasonable prior notice (including notice of rights and remedies) is given to a consumer and the consumer has had a reasonable opportunity to dispute the reasons for termination. This special rule also provides that no electric service provided to a residential consumer who establishes his inability to pay for such service within a reasonable period of time may be terminated for nonpayment if termination would be espec.ally dangerous to health. This social criteria recognizes electric service as a basic necessity to health and life. PURPA Lequires that these procedures for termination also include special criteria for certain disadvantaged groups and include reasonable • provisions for elderly and handicapped consumers. 36 • Costs and Benefits. Since this standard has been eiieciEically excludedrErom the PURPA objectives of conservation, efficiency, and equity a cost benefit analysis has not been performed. The ultimate costs will depend primarily on the Ltility's management ability and creativity but should not be cost prohibitive if the burden of proof for inability to pay and medical emergencies is not placed on the utility. Current Policy- The City's current ordinance regarding the discontZnuance oTelectric utility service requires that each cilstomer be rated "A" or "B" at the time their monthly utility statement is prepared. A customer with an outstanding balance due is rated "B". A customer with a "B" rating may be disconnected if his account is not paid in full by the due date. ':he customer is notified on his utility statement that his service will be disconnected the day after the present due date if payment for the past and present statements is not received by the due date. The notice informs the customer that he (she) should contact the customer service department of the City within the fifteen (15) day period an prior to disconnection of utility service to present any evidence or arguin-int concerning the statement or amount of utility service provided by the City. If full payment has nog been made approximately five (1) days prior to the due date the customer is again notified by mail of possible termination and his alternatives. • A customer with a "B" rating may avoid termination of electric service by doing one of the followings 1) Pay the total amount due. 2) Arrange for a deferred payment agreement that would require payment within six months. 3) Receive authorization from the Utility Account Review Committee for a deferred payment agreement beyond the six month period but not more than twelve months. The occurence of delinquency can increase above normal lel!els during the heating and air conditioning seasons because many of the delinquent customers are faced with a personal financial crisis. Termination during these seasons could place the health and life of these consumers in jeopardy. The PURPA has expressed its concern that although many electric utilities have informaly adopted certain policies regarding the discontinuance of customer services during severe winter weather and in other situations invol%-ing hardship or medical problems, a number of the utilites have not provided these policies in their filed tariffs. • Recommendation. We believe the City electric utility's 37 • rrent service disconnection rules incorporates the specific 1:11RPA requirements that attempts to balance the responsibilities If both the utility and the consumer. While we agree that it is th" utility's responsibility to inform customers of their rights, wU believe the consumer or a designated third party should have ili4 opportunity to defer disconnection for a reasonable period. 'N" current policy appears lenient enough to allow consumers to make special arrangements when disconnection would be detrimental to health or life. Placing this burden of proof on the utility would make the process of disconnecting slow paying customers ml)re costly and would require a subsidy from the remaining oonsumers. We believe such action would be unequitable. The rules should address special provisions for the aged or handicapped as required by PURPA. A reasonable solution to this special problem would be to allow any electric consumer to doeignate any third party, such as a relative, friend, clergyman or social service worker to receive the notice of termination. Ouch notice would provide sufficient advance notice for the third party to take whatever action is deemed appropriate to prevent interruption of service. This procedure should provide ample opportunity to further protect the aged, the infirm and those who may not understand the consequences of having service discontinued. b. Advertising OQerational Criteria. This standard pcovides that no electric utility may recover from any person other than the shareholders or other owners of the utility any direct or indirect expenditure by the utility for promotional or political advertising. Political and promotional advertising do not include advertising which informs consumers of techniques which will enable them to conserve energy or reduce peak demand for energy; is required by law; explains service interruptions, safety measures, or emergency conditions; concerns employment opportunities; promotes the use of energy efficient anpliances, effuipment or services; or explains or justif!es existing or proposed rate schedules or notifications of related hearings. The PURPA proposal to prohibit promotional advertising is clearly directed at eliminating a practice that could Interfere with actions designed to achieve the PURPA objective of conservation. The Conference Report stressed that the standard on advertising prohibits recovery of expenditures for promotional or political advertising from anyone "other than the shareholders (or other owners)" of the utility. The House bill had prohibited recovery from the electric consumers of the utility which could • effectively prohibit municipal utilities from engaging in this kind of advertising because the owners are also the electric 38 • uunsumers. We suggest that the prohibition on political advertising may Ira more of a soufal objective than an operational objective. The uncial criteria appears to center on the issue of whether consumers should have to reimburse utilities for the utilities rest of influencing public opinion concerning to legislative, administrative, electoral, or other controversial public issues. Costs and Benefits. The cost to implement and enforce this policy should be nfnimal since the current utility system of accounts provides for separate identification and accounting of these costs. In addition, the electric utility apparently keeps copies of ads in its files. The availability of this data should facilitate an audit to determine utility compliance with the advertising standard, Current Policy, A review of prior City ordinances and regulatfons dIVR5t reveal any direct prior action in Denton regarding the issue of promotional or political advertising. A review of the City's accounting report indicates that the utility has virtually no advertising expenditures. Recommendation. We recommend that the proposed PURPA rule be adopted ~w t~h one modification. We believe the attempt by the S House to prohibit recovery of promotional or political advertising fom the electric consumers through 'rates was appropriate and, therefore, should be specified in the rule. We do not hold that this will completely prevent the electric utility from engaging in this kind of advertising. It will, however, prohibit it from recovering such costs in electric rates and thereby discourage the use of such advertising. M. Lifeline Rates Operational Criteria: Sec. 114 in Subtitle B specifically states that the remainder of the PURPA requirements are not intended to prevent a utility from Instituting lifeline rates. Further, utilities are required to hold hearings on the appropriateness of having lifeline rates. Th- criteria for this decision are not defined. The decision to implement lifeline rates is strictly subjective, but the City should recognize that instituting such rates causes other customers to subsidize lifeline customers, The PURPA does not disallow this, but neither does it encourage it, • Current Policy The City of Denton currently has no overt lifeline rate . -Ri;~ever, its A-1 residential rate, a low use rate 39 with lower charges than other rates, essentially serves the same purpose. Recommendation: We recommend that the City base its ,locisionon evidence presented in a hearing in which the bill impacts on moving its A-1 customers to our proposed rates is in esented. N, Informational Requirements Section 133 of PURPA requires that each electric utility periodically gather information as the Federal Energy Regulatory Commission (FERC) determines necessary to allow determination of the costs associated with providing electric service. These costs should be separated, to the maximum extent practicable, into the following components: customer cost component, demand cost component, and energy cost component. This information which is defined in Subchapter K of the Regulations under the Public Utility Regulatory Policies Act of 1978 .should include: 1) The costs of serving each electric consumer class, based on voltage level, time-of-use and other appropriate factors; S 2) Daily kilowatt demand load curves for all ele,-.tric consumer classes combined representative of daily and seasonal differences in demand, and daily kilowatt demand load curves for each electric consumer class for which there is a separate rates representative of daily and seasonal differences in demand; 3) Annual capital, operating and maintenance costs a. For transatissior and distribution services, and b. For each type of generating unit? and 4) Costs of purchased power, including representative daily and seasonal differences in the amount of such costs. The FERC has interpreted the legislation to require the gathering and reporting of both marginal and accounting cost Information. FERC also requires that all of the accounting costs marginal cost and load information be provided separately from and in addition to cost calculations. The requirement for calculations will provide a common point from which all partlas can commence an analysis of rate design issues. Requiring that the supporting raw information also be provided will assist chose who wish to challenge the assumptions un3erlying the chosen cast methodology or to propose a different methodology. Th:use calculations should include the calculation of marginal energy 40 coats and annual carrying chorge rates. Coverage. A utility will be required to report the neo;nssary rn7ormation beginning in the first even-numbered cnlondar year not less than two years following the first year in which its total sales of electric energy by such utility for purposes other than resale exceeded 500 million kilowatt-hours. EAch utility will also be required to report biennially for all fait+tre years even if its volume of sales in those year3 `alls below the statutory threshold. FERC has established May 31 as the biennial filing date for the calendar year immediately preceeding the filing year. If information is based on a reporting period reasonably near the most recent, calendar year, FERC will permit the alternative submission of the equivalent information. A separate filing of the specified data will not be required at the time of a proposed rate increase. The FERC will, in the future, provide standard forms for certain items of data required by PURPA and will prescribe the general forms of presentations for the remainder. Accounting Cost Information. The FERC requires the submission of the Eolfowing information in order to develop fully allocated cost of service studies: o Rate base information including plant, depreciation, prepayments, materials and supplies, electric plant held for future use, nuclear fuel material and construction work in progress o Operating expense information including operation and maintenance expense and rate of return information This accounting cost information coupled with the load information is intended to permit the development of fully allocated accounting cost of service studies under a variety of methods currently in use. The FERC requires that publicly owned systems follow the FERC Uniform System of Accounta only to the extent practicable. The City of Denton presently has a cross reference available between the City's account coda structur.. and the FERC chart of accounts for electric plant accounts. Operating expense information according to the FERC chart of FERC. 'out this should accounts resent a not readil available In major obscle to compliance o with now not p Rate Base Information. Rate bane balances are required to be repotti&-foi Egie'lieg-rr~KAng and end of the reporting period together with the average of the thirteen monthly balances during the period, if available. The Finance Department of. the City of Denton has recently begun to issue nionyhly rate balance a shoot information should provide the necessary 41 although it is not now <i FERC requirement. Sub-account data and functional breakdown of distribution r,lnnt into demand and customer related components is not not:uasary in the raw data although the utility will be required to develop support for the costs assigned to various classifications, furictionalizations and voltage level,i. The current cost of service study for example is based on estimates or the relative costs of primary and secondary distrTbutfon far;ilities and single and three phase customer service. The City Electric Utility and Finance Department should assure that any future modifications to the utility billing system include identification of voltage levels and circuit phase for all cuntomers. Other rate base information required by FERC includes depreciation and construction work for progress data to be shown by primary function as currently required for depreciation under the FERC Uniform System of Accounts. Since the City of Denton currently identifies all plant accounts by FERC plant account codes, this requirement should not be a problem for the City. Operating Expense Information. Functional and classiflca-- tion break3owns of raw operating^and maintenance expenses are not required by PURPA although the utility will be required to develop support for their assumptions for the costs assigned to various classifications in their own calculations. Under the FERC requirements, the utility will be required to report estimated hourly average energy costs (including both generation and purchased power) per kilowatt-hour for a typical weekday, a typical weekend day and the system peak day for each month of the reporting period. This is intended to permit a reconciliation to average monthly or annual energy costs necessary for the development of time-of-day rates. Since estimated data are all that are required, substantial changes in accounting for fuel expenses are not anticipated. Marginal Cost Information. The FERC requirements relative to rnarglnaf-costlreportfng provide for the reporting of future costs in either base year or current year dollars( however, it will be necessary to indicate the inflation factors used in producing the cost estimates. The regulations require the reporting of certain cost data and operating characteristics. The regulations do not require that the unito comprising a group be located at the same site. The data for existing generating units will be required only for the reporting period. The data for planned generating units expected to come on--.line during the next ten years will be t required only for the first full year of commercial operation. Information required for each group of existing plants and 47 .s~uara~~►vt~f ~ planned additions is included in ouhpact C, Marginal Cost Information, of the regulations. The data requirements for a conprehensivra marginal cost study are not now available for the Denton electric utility. For example, the regulations require estimates oe hourly marginal energy costs for certain typical days for the reporting period and for the five following years. This will require the utility to maintain more detailed records than f.t currently has available for existing plants and will require considerably more Information on planned additions. In addition to estioates of specific utility marginal energy costs, the FERC regulations require utilities to provide marginal. energy costs from centrally dispatched power pools in that they could become the relevant basis for determining company marginal costs. The City of Denton should begin now to collect the required pool information from TMPA to assure itself that it will be able to meet the FERC data requirement:3. Transmission Distribution and Custoner Cost Information. This sec`trion o~ie`~regu~acfons`shoul~ not~presen't~~any major difficulties for the Denton Electric Utility. The Information required ur_der this section includes proje=;ted five year totals for transmission operating and maintenance expenses, projected three year totals for distribution operating and maintenance expenses, and detailed information regarding estimates of the current cost of connecting new customers to the distribution system. The utility may have to keep more detailed records in order to provide additions to the transmission systzm by pole miles added to each principal transmission voltaqe levol. Toad Data. The FERC regulations require that utilities report est~3eated load data for residential, commercial and industrial use classes and for any rate class to which 10 percent or more of the system's retail kilowatt-hour sales are snade for any month during the reporting period. The rules exclude the loads in master metered mixed use buildings from the estimates for major customer class loads. FERC has specified certain end uses for required load data although the requirement will not take effect until the Commission makes a determination to implement the list or to modify it. FERC anticipates that the end use data will be required on a sample metered basis beginning in 1982. Utilities that do not have a separate rate applicable to the specified end uses would be required to report load data for each of the specified end uses on a best estimate basis in 1982 and on a n,ample metered basis beginning in 1.984. The FERC has interpreted the le4lislation to moan that coat information must he collected for subgroups of customers within a 43 Aces if these subgroups have different consumption patterns, tsuuh as electric space heating within the broad residential In order to determine the costs of serving various Ooftt;umption patterns, the utility must collect load data t "'1^rding subgroups. New technology will reduce the costs of I'll Iing under time-of-day rates and make them more cost "rfontive. Thus, it is important to begin to collect load data ti+'w ns a guide to designing time-of-day rates for the near t'1st I) (op. PERC has established some standards for conducting load ""itch programs and the filing of sampling plans with the r (llriq of estimated load data. if the sanpled load data do not 'nn4,h the target level of accuracy, utilities will be required to j 10+01ville an explanation for the defiency. The original proposed regulations specified that load data I"' rel'Orted as total sixty minute integrated demands for each h41,,r of, a twenty-four hour period. The final rule allows the ttt.ility to report load data on whatever basis it chooses, so long 4h the pool, system and class loads are reported using the same lntagrAtion interval. Each utility that is a member of a power VOOI will be required to report the load data for its pool. This approach was based on the FERC's intent to make each utility's report self-contained so that partiem using the data would not be reg14ired to go elsewhere for the information. The specific reportinq requirements for load data are provided in Subpart D, Load Data, of the regulations. Caloillated Costs. Electric utilities will be required to calcu7141'~o B;T accounting costs and marginal costs by costing (?oriod, oilstomer class, and voltage level. The reporting utility will be required to describe the method used for the calculations and prov1dr a copy of any cost study upon which the calculations are ha"611, The utility may provide a recent cost of service study (Fiflly allocated and marginal) provided that the study included All the information specified in Subpart 8 and C of the regulatiottn. 's'hin section of the PURPA imposes a responsibility upon covered tlktli:ies to perform on-going reviews of the utility's cost ref service in order to meet the periodic reporting rhquiremettts, The City's current charter requi.res the utility to review Ira cost of service every five years. This may not be ade'gttattt with the new requirements mandi,ted by PURPA and its interpro)(ntlon by the FERC. We recommend that the City review the curtt,nL charter requirements for utility cost of service for pOssihlU Modifications. 44 ,r P~ P'JI'1gA. As soon a.3 estimates of marginal costs are available, the ? '.an design and .implement actual TOD rates. This will allow tl'o ''Ollection of the information necessary to analyze customer imi'n'1, and to do a cost/benefit analysis. This will also provide 111010 necurate data for periodically assessing the rates if they `lr'd 11110pted. In addition, a cost/benefit analysis of the most 001'taCt ive method and timetable for TOD rate implementation can be 1~1~~~r l~iod. No major constraint to incorporating time-of-day rates on a "o.Ile is the cost of metering customer loads throughout the day. The r,,ost reliable technology available for time-of-day melrifinq is through the use of broadband cable (cable TV). While it mny bti difficult to cost justify a broadband cable system defilr,Atid to automated meter reading, the cost of one or two channela of an existing cable system will be much more cost <"Ffh`;tive,, We recommend that the TOD rates be incorporated over Clio next- two to three years in conjunction with the development O e 1)(040h4nd cable enorgy systems in the City of Denton. 80110tinal Rates: PURPA requires' that rates charged by an eier;trlc 1r-,{lity7for providing electric service to each class of eleotrio consumers be on a seasonal basis which reflects the roots of providing :service to such class of consumers at different reasons of the year to the extent that sut-h costs vary seannnally, The current City tariffs reflect seasonal differentials but only for residential customers with electric heat. Since the time during which electricity is used and the voltage level at which It, is received determines the cost to generate the elsatrioit, are recommend that cost based seasonal rates be extended Co ta),1 customer classes. We also recommend that the summer period be shortened to four months (June through SePtumbe:) from the present six months to reflect the shorter pertoo or time in which seasonal patterns are apparent. Tntgfru tp ible Rates: PURPA requires electric utilities to provide viiterruptible rates to comMercial and industrial Customers, We recommend that the City of Denton provide these intrarruiillhle rates and that the credits for such rater, be based on this o1niings the system experiences due to its increased rellabilliy, While the initial credits will have to be based on estimati,a, the City should continually monitor the effect of interruipjibie customers on system reliability and adjust interriipi llfip rates accordingly, G2~11 Management rechni ues: PURPA requires that load control lie adopted -f` cost efMective. Each potential load for control must be evaluated separately since costs and benefits vary. Wa recommend that air conditioning and pumping loads be examined na potential controlled loads. 7 M~