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HomeMy WebLinkAbout9 Power Point Public Hearing and Consideration of O2021-03 AGENDA ITEM #9 Page 1 of 6 MEETING DATE: December 1, 2021 TO: Board of Directors FROM: Joe Horvath P.E., Electric Utility Director/Assistant GM Michael Salmon, Chief Financial Officer SUBJECT: Public Hearing on Proposed Electric Rates including a 100% Renewable Energy Rate, and Consideration of Ordinance 2021-03 Setting Electric Rates and a 100% Renewable Energy Rate for FY22 and FY23. APPROVED BY______________________________ Brian C. Wright, General Manager RECOMMENDATION: A) Conduct a Public Hearing on the proposed Electric Rates and an optional 100% Renewable Energy rate; and B) Approve Ordinance 2021-03 setting Electric Rates, including an optional 100% Renewable Energy Rate, for FY22 and FY23. This Ordinance will take effect 30 days from adoption and will be implemented starting on January 1, 2022. BACKGROUND: The District’s electric retail rates are set by the Board of Directors and adopted by Ordinance. In 2016, the Board adopted Ordinance 2016-01 increasing electric rates for FY17-19. In 2019, the Board adopted Ordinance 2019-01 increasing electric rates for FY20-21. These last five years overall average electric rate increases are summarized in the following table: Fiscal Year FY17 FY18 FY19 FY20 FY21 Increase 2% 3% 3% 2.7% 3% For the five years prior, 2012 to 2016, rates remained unchanged. In advance of the efforts to prepare the FY22-23 budget, staff anticipated the need for consultant assistance to support the District’s possible establishment of the next cost- justified electric rates starting in FY22. The Board, at its October 7, 2020 meeting, approved a contract with EES Consulting, Inc. (EES Consulting) to prepare a Page 2 of 6 comprehensive Electric Utility Cost of Service Analysis (COSA) and retail rate design update. In addition, EES Consulting was also tasked with developing a 100% renewable energy retail rate option. This task leverages cost of service principals to support a proposed 100% renewables energy rate option. During the FY22-23 Budget adoption process, staff presented the 10-year Financial Master Plan which informed the Board of the need to consider increased revenue requirements to pay for required capital improvements and to meet cash reserve goals. Utilizing the updated Financial Master Plan and proposed FY22-23 Budget, the electric rate study completed by EES Consulting is intended to align rate generated revenues with the District’s financial goals. Staff and Amber Gschwend, Managing Director of EES Consulting, presented an overview and summary of the rate study and proposed 100% Renewable energy rate option in a workshop at the November 3 rd Board meeting. Staff also presented at this meeting the final proposed FY22-23 Budget, which includes a recommendation for an electric revenue increase from rates of 8.5% in FY22 and 6.5% in FY23. Based upon the feedback received at the November 3rd Board meeting, staff and EES Consulting have completed the electric rate study, and have developed a recommended rate design for all residential and commercial rate classes as shown in the table below. Staff is recommending this rate design as it provides a year over year increase in annual electric utility revenue in alignment with budget, while incrementally building toward the District’s electric utility capital investment needs and reserve fund balance goals. 20.20 22.71 17.21 18.72 19.95 CA average per U.S. Energy Information Administration (EIA) August 2020 YTD CA average per EIA August 2021 YTD (+12.4% to Aug’20) TDPUD, 2021, Residential TDPUD, 2022 recommended, Residential (+8.8% to 2021) TDPUD, 2023 recommended, Residential (+6.6% to 2022) Residential -Cost per kWh (cents) Comparisons The above residential costs for TDPUD customers includes both Primary residents of approximately 40% of residential customers and Secondary residents of 60% of residential customers. Secondary resident customers average 60% of the kwh of Primary residents. Page 3 of 6 From a longer period of time perspective, the 10 year compounded annual growth rate (2012 actual rate to 2022 recommended rate) provides a good reference, as shown below: TDPUD Residential Primary @ 800 kWh – 1.8% TDPUD Residential Secondary @ 475 kWh – 2.3% The ten year U.S. BLS CPI – SanFranOakHay - (oct’11 to oct’21) - Electricity is 4.1% For the purposes of a regional benchmark, Liberty Utilities has a recent rate filing with the Public Utility Commission (CPUC) for 2022 indicating a Residential Permanent average bill increase of 40% (average per kWh of 23.62 cents) and a Residential Seasonal average bill increase of 52% (average per kWh of 28.82 cents). 17.48 19.00 17.13 18.39 19.59 CA average per U.S. Energy Information Administration (EIA) August 2020 YTD CA average per EIA August 2021 YTD (+8.7% to Aug’20) TDPUD, 2021, Commercial TDPUD, 2022 recommended, Commercial (+7.4% to 2021) TDPUD, 2023 recommended, Commercial (+6.5% to 2022) Commercial - Cost per kWh (cents) Comparisons The above Commercial costs for TDPUD customers includes three customer classes/rates schedules: Small, Medium and Large. COMMMERCIAL MIX Small Medium Large % of Customer 94% 5% 1% % of kWh 38% 27% 35% % of KW Demand 35% 28% 37% %of Revenue @ Current Rates 42% 26% 32% The following table summarizes current rates and recommended rate changes for 2022 and 2023, which generate an overall effective rate increase of 8.5% for FY22 and 6.5% for FY23: Page 4 of 6 Current Proposed Proposed Rate Rate Rate FY21 FY22 FY23 Proposed Overall Revenue Impact NA 8.5% 6.5% Rate P10 Permanent Residents Customer Charge $/Month $18.55 $21.33 $24.53 Energy Charge $/kWh $0.1320 $0.1417 $0.1486 Average Monthly Bill at 800 kWh $124.15 $134.69 $143.41 Average Monthly Bill change NA $10.54 / 8.5% $8.72 / 6.5% Average Cost per kWh $0.1552 $0.1684 $0.1793 Rate S10 Non-Permanent Residents Customer Charge $/Month $18.55 $21.33 $24.53 Energy Charge $/kWh $0.1510 $0.1623 $0.1690 Average Monthly Bill at 475 kWh $90.28 $98.42 $104.81 Average Monthly Bill change NA $8.15 / 9.0% $6.38 / 6.5% Average Cost per kWh $0.1901 $0.2072 $0.2206 Rate 15 Small Commercial Customer Charge $/Month $27.32 $30.05 $33.06 Energy Charge $/kWh $0.1700 $0.1776 $0.1884 Average Monthly Bill at 1450 kWh $273.82 $287.51 $306.24 Average Monthly Bill change NA $13.69 / 5.0% $18.73 / 6.5% Average Cost per kWh $0.1888 $0.1983 $0.2112 Rate 20 Medium Commercial Customer Charge $/Month $272.84 $272.84 $272.84 Energy Charge $/kWh $0.1100 $0.1166 $0.1257 Demand Charge $/kW $13.67 $14.22 $14.93 Average Cost per kWh $0.1664 $0.1747 $0.1882 Average Cost per kWh change NA $0 / 5.0% $0 / 7.7% Rate S10 Large Commercial Customer Charge $/Month $1,196.79 $1,196.79 $1,196.79 Energy Charge $/kWh $0.1040 $0.1248 $0.1343 Demand Charge $/kW $13.06 $13.71 $14.40 Average Cost per kWh $0.1585 $0.1815 $0.1919 Average Cost per kWh change NA $0 / 14.5% $0 / 5.7% Rate G100 (Optional) 100% Renewable Energy Rate Adder Energy Charge Adder $/kWh NA $0.020 $0.020 Page 5 of 6 Rate change analysis including recommendation and alternative are provided in Attachment 2. This attachment includes the recommendation, referred to as Proposed Rate 1 (1st 2 pages, Attachment 2), as well as an alternative to staff’s recommendation, referred to as Proposed Rate 2 (subsequent 2 pages of Attachment 2). There are a significant number of variables within the details of the cost of service analysis and the end result of rate design/recommendations. The complete cost of service study is provided as Attachment 3. A new optional 100% renewable rate is recommended with supporting information provided as Attachment 4. The recommended rate design as shown on the prior page table and further detailed in Attachment 2 for each electric rate class, including a new 100% Renewable energy rate, has been incorporated into Ordinance 2021-03 (Attachment 1) for FY22 and FY23. As proposed, the Board would adopt new rates for future years in accordance with the following timeline:  November 3, 2021 – Workshop was held to review the proposed Electric Rate increases and a new 100% Renewable Energy rate;  November 3, 2021 – A Public Hearing was scheduled for the proposed Electric Rate increases and a new 100% Renewable Energy rate;  November – Notifications were made of the Public Hearing and proposed Ordinance in the local newspaper on November 19 th and November 26th;  December 1, 2021 - Hold a Public Hearing regarding proposed electric rates and adopt Ordinance 2021-03 setting new electric rates; and  January 1, 2022 – New electric rates would become effective with the first billing cycle beginning January 1st of each year, beginning in 2022. This item is in support of the following objectives and goals identified by the District. 1.05.020 Objectives: 1. Responsibly serve the public. 5. Manage the District in an environmentally sound manner. 6. Manage the District in an effective, efficient and fiscally responsible manner. 1.05.030 Goals: 1. Manage for Financial Stability and Resiliency. 2. Environmental Stewardship: Create a sustainable resilient environment for all of our communities. FISCAL IMPACT: This public hearing includes a recommendation for the Board’s consideration to adopt and set electric rates, and an optional 100% Renewable energy rate for FY22 and FY23. An overall effective rate increase of 8.5% for FY22 and 6.5% for FY23, including an optional 100% Renewable energy rate of 2 cents per kWh, is recommended. The approved electric Page 6 of 6 rates will have a direct impact on annual electric utility rate generated revenues and budgeted expenditures for electric utility operations and capital improvements over the next 2 years. The 2022 overall increase of 8.5% generates an incremental $2,415,000 in revenue which is required to meet the revenue requirement for 2022 Budget. The 2023 overall increase of 6.5% generates an incremental $2,012,000 which is required to meet the revenue requirement for 2023 Budget, and is also dependent on the 2022 overall increase as recommended. ATTACHMENTS: 1. Ordinance 2021-03 Setting Electric Rates and Establishing a 100% Renewable Energy Rate Option for FY22 and FY23 2. EDS Report – TDPUD Rate Changes Model Recommendation (Proposed Rate 1) and an alternative not recommended (Proposed Rate 2) 3. EDS Report – TDPUD Electric Cost of Service Study (COSA) Report 4. EDS Report – 100% Renewable Rate