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GAS ADJUSTMENTS EFFECTIVE JULY 1, 1997 I I ... CLEARWATER GAS SYSTEM /lIlerojJice Co"espondence Sheet TO: Betty Deptula, City Manager ) /IJ"- FROM: Chuck Warrington, Gas System Managing Director COPIES: Kathy Rice, Deputy City Manager; Cyndie Goudeau, City Clerk; Margie Simmons, Finance Director; John Scott, Asst. Director Finance/UCS; Tom Madley, Senior Accountant/UCS; Karen Miles, Accounting Manager; CGS Management Team; SUBJECT: GAS ADJUSTMENTS EFFECTIVE JULY 1, 1997 DATE: June 10, 1997 The only change that we are proposing this month is a true-up of the Weather Normalization Adjustment (WNA) now that the data is all in thru May. The impact in this is a proposed WNA of 5.00 per therm which is an increase of 1.50 per therm from the rate we projected in April using data thru March. We would propose to use this revised rate for the period of July - December, 1997, unless it is determined later that this adjustment rate is not producing the $369,000 in WNA revenues that is required. Therefore, we are recommending your approval of the following rates to become effective for billings rendered on and after July 1, 1997: Natural Gas Firm Standard Rate Schedule PGA ....... $0.415 per therm (no change) Natural Gas Interruptible and Contract (Non-Standard) Rate Schedule PGA ............. $0.295 per therm (no change) Propane (LP) Gas Rate Schedule PGA .................... $0.560 per gallon (no change) = $0.612 per therm equivalent (no change) Energy Conservation Adjustment (ECA) ............... $0.015 per therm (no change) = $0.014 per gallon of LP (no change) Environmental Imposition Adjustment (EIA) ......... $0.015 per therm (no change) = $0.014 per gallon of LP 2/~//~") ,,---.~ _" L./ *'~. L..- i...-'" 6, ;," 'or ,-. _, .~~.....: j' I I Betty Deptula, City Manager Page 2 June 10, 1997 Weather Normalization Adjustment (WNA) .....,.... $0.050 per therm (up 1.5(:) = $0.046 per gallon of LP (up 1.4(:) Attachment #1 shows our calculation of the final WNA true-up level. Attachment #2 shows the therm history and the basis for the winter usage shortfall levels. Finally, Attachments #3 and #4 show the impact of these adjustment clause changes on our overall Natural Gas and LP rates, respectively. It is our plan to use the above proposed adjustments for billings through September 30, 1997, (andWNA through December 31, 1997) unless there is a significant change in our forecasts or we project an over/under recovery in excess of the thresholds as prescribed in our rate ordinance. We will continue to track these balances monthly, make monthly projections of these factors based on market conditions, and let you know if any of these get significantly out of balance. We will also continue to provide you with a summary of our adjustment status as a part of our monthly financial statements. Betty, I would appreciate your approval of these revised adjustment rates so that we can get this information to UCS in order to make the appropriate adjustments in the billing formulas in time for the July 1 st billings. If you have any questions on this, please call me. \ CSW /cw Attachments Approved: tt ~ <,.". "___~06'-""'.""'.' -,. ~,.d_""~,. ..d~......., I I ",. Attachment # 1 FINAL CALCULATION OF WEA THER NORMALIZATION ADJUSTMENT Shortfall in Heating Degree Days 1 0 Year Average HDDs = .la3. 501 = 36.5% Projected Shortfall in Natural Gas Therms = 680,000 @ 53Cltherm = $360,500 Projected Shortfall in LP Gas Gallons = 12,000 @ 70C/gallon = 8.500 Total Projected Shortfall in NFE Billings for FY 96/97 = $369,000 Usage for Months of NG Therms LP Gallons Total NG Equivalent May - September October - December Total for 8 Months 6,655,000 4.480.000 11,135,000 150,000 125.000 275,000 6,792,250 4.594.375 11,386,625 Shortfall in FY 96/97 NFE Billings = $369.000 = 3.24C = 4.98C = Round to 5.0C Projected Equivalent 8 Mo.Therms 11,386,625 65% * * = Projected percentage of applicable therms billed under a non-contract rate. This is projected to provide a WNA recovery of: $200,000 in FY 96/97 169.000 in FY 97/98 $369,000 in Total See Attachment #2 for calculation of the therm shortfall. LP is projected proportionately. CSW:06/10/97 AT r {1CH/TIF..Ji ll:- l- CSW:06109197 FY 96-97 Budget FY 96/97 ORIGINAL BUDGET THERM PROJECTIONS IMILLIONSI %01 ANNUAL \ Mmmf IlAH WEAIHE8 ~ ImlIlIlM INTERRUPT PROJECTED MIm.1QI[ HIm..1ilIl DWlMl OCTOBER 0.97 0.01 0.01 -0.13 0.23 1.09 2 3 6.13% NOVEMBER 0.98 0.08 0.02 -0.10 0.24 1.21 21 38 6.85% OECEMBER 0.99 0.31 0.02 0.01 0.26 1.68 83 127 8.91% JANUARY 1.00 0.60 0.03 0.20 0.27 1.99 134 140 11.26% FE8RUARY 1.01 0.47 0.03 0.20 0.30 2.01 127 114 11.38% MARCH 1.02 0.33 0.04 0.16 0.30 1.83 88 61 10.36% APRIL 1.03 0.15 0.04 0.08 0.29 1.59 39 17 8.96% MAY 1.04 0.03 0.05 0.00 0.26 1.38 9 1 7.79% JUNE 1.05 0.00 0.06 -0.06 0.26 1.30 1 0 7.36% JULY 1.06 0.00 0.06 -0.12 0.24 1.24 0 0 6.98% AUGUST 1.07 0.00 0.06 -0.13 0.23 1.23 0 0 6.96% SEPTEM8ER 1..llI QJlll llJlZ :Q..U Q.U l.n II II 1JlU. TOTAL 12.30 1.87 0.45 -0.01 3.09 17.71 501 501 100.00% - ACTUAL FY 96/97 THERM SALES IMILLlONSI ACT.vs.PROJ. Mmmf IlAH WEAIHE8 ~ ImlIlIlM INTERRUPT PROJECTED MIm J:IIm ACT THERMS VARIANCE OCTOBER 0.97 0.01 0.01 -0.13 0.25 1.11 2 3 1.11 0.00 NOVEMBER 0.98 0.07 0.02 -0.10 0.28 1.25 20 36 1.26 0.01 DECEMBER 0.99 0.26 0.02 0.01 0.27 1.&& 69 101 1.49 -0.06 JANUARY 1.00 0.43 0.03 0.1& 0.29 1.90 117 132 1.69 -0.01 FEBRUARY 1.01 0.32 0.02 0.16 0.34 1.84 88 39 1.74 -0.10 MARCH 1.02 0.07 0.03 0.16 0.30 1.57 20 0 1.59 0.02 APRIL 1.03 0.01 0.04 0.08 0.31 1.47 4 7 1.36 -0.11 MAY 1.04 0.01 0.05 0.00 0.29 1.39 4 0 1.&0 0.11 JUNE JULY AUGUST SEPTEMBER TOTAL 8.04 1.18 0.22 0.31 2.33 12.08 318 318 11.94 -0.14 . BUD.YTO 05/97 8.JM .1..U l2.22 ll.ll z..H 1l.U .5lU .5lU 1l.U QJlll YTD BUD.VAR. 0.00 -0.88 0.00 -0.10 0.19 -0.59 -183 -183 -0.73 -0.14 - FY 96/97 2Q REVISED BUDGET LP GALLON PROJECTIONS 11000'01 ACTUAL FY 96/97 LP GALLON SALES /THOUSANDS I %01 ANNUAL VARIANCE YARlANCE YARlANCE Mmmf fINEI.LA& ~ IllIAL ~ fINEI.LA& ~ IllIAL fINEI.LA& ~ IllIAL OCTOBER 9.0 B.O 17.0 4.88% 9.2 8.3 17.5 0.2 0.3 0.5 NOVEM8ER 11.0 10.0 21.0 6.01% 11.6 9.7 21.2 0.6 -0.3 0.2 OECEMBER 16.0 12.0 27.0 7.73% 15.1 12.3 27.4 0.1 0.3 0.4 JANUARY 19.0 13.0 32.0 9.16% 19.5 20.9 40.4 0.5 7.9 8.4 FEBRUARY 19.3 14.2 33.5 9.59% 18.1 6.0 24.1 -1.2 -8.2 -9.4 MARCH 20.0 11.0 31.0 8.87% 19.6 11.8 31.4 -0.4 0.8 0.4 APRIL 19.0 12.0 31.0 8.87% 16.1 8.9 25.0 -2.9 -3.1 -6.0 MAY 18.0 13.0 31.0 8.87% 16.2 14.8 29.8 -2.8 1.6 -1.2 JUNE 17.0 14.0 31.0 8.87% JULY 16.0 16.0 31.0 8.87% AUGUST 15.0 16.0 31.0 8.87% SEPTEMBER H.ll 1Lll ll.ll ~ TOTAL 194.3 155.2 349.5 100.00% 124.3 92.5 21S.8 -6.0 -0.7 -6.7 Page 1 CSW:06110197 Appllcabla Annual Tharm Ranga or Othar Rata Osta,mlnant Monthly Cuatomar Cha'ga Non-Fu" Enarav Ch.ra.lTherm Non-Fuel Enargy Cha'ge Energy Consarvatlon Adj. IECAI Environmental imposition Adj. IEIAI Weather Normalization Adj. IWNAI Tot81 Non-Fual Energy Charge Purchased Gas AdjustmentlPGAI Total Energy ChergelTherm Minimum Monthly Bill eompar. to LP/Gellon Rate of with 8.0% F,anchlse Changa from 9/98 Therm Rata UtIlItY Tax Nota' Fuel Rate per Therm 10101 n3 Non-Utility Taxabl" FuellTherm CLEARWATER GAS SYSTEM NATURAL GAS RATE BILLING FACTORS FOR JULY 1, 1997. SEPTEMBER 30, 1897 BASED ON APPROYED OAS AOJUSTMENT FACTORS --BL ....iME..... ....MMf.... ...LMf... NA (1 - NA (4 + NA 14 + NA 14 + 3 Unltsl Units) Unltsl Unltsl $0.630 .0.810 .1.02S .8.00 $15.00 tzo.OO .0.530 0.015 0.015 ll.Q5Q .0.810 M1i .1.025 .20.00 .60.00 $0.630 0.015 0.015 Rrm Natural Ou Rata Schadulu ..JilL -MGI.... -1OL ~ ~ $15.00 0- lB,OOO- 100,000 NA II . NA 10 - NA 1150 17.999 99.999 & up 3 Unltsl 149 tonsl tons & + I ...lAC.... $0.470 $0.650 $0.986 $15.00 tzo.OO $0.410 0.016 0.016 .50.00 $0.350 .0.430 .0.845 $60.00 $8.00 If not p,ev. billed $0.200 0.016 0.016 0.015 $16.00 If not prav. billed $0.150 0.016 0.016 .16.00 If not p,ev. billed $0.100 0.016 0.016 ll.Q5Q .0.1BO M1i $8.00@ $15.00@ $16.00@ p,emlsa premise p,emise .0.695 .16.00 $0.200 .0.280 .0.695 $15.00 + FAC ~ SLwIM. ~ 8IUlIb1 NA NA NA $15.00 $8 Resl.l $16 GS If not prev. bUled $0.300 $0.100 0.015 0.016 0.016 Interr . u...BIlI .JUL ______ NA 100.000 &up U6.00 "00.00 $0.630 0.Q16 0.016 ll.Q5Q .0.810 M1i ., .026 $6.00 $15.00 0.015 0.016 0.016 0.016 ll.Q5Q Q.Q5g 0.016 ll.Q5Q .0.230 M1i .0.846 0.015 0.016 0.016 $0.470 $0.280 ll.Q5Q ll.Q5Q ll.Q5Q ll.Q5Q .0.280 M1i M1i ll.Q5Q ll.Q5Q ll.Q5Q 0.016 NA .0.810 M1i M1i $0.490 M1i M1i $0.896 .0.380 .0.180 M1i M1i M1i 0.016 NA .1.026 $50.00 .0.906 $20.00 .0.795 .0.695 $15.00 $8 ReaI.1 +FAC $15GS@ premlae + FAC ll.Q5Q ----I!IA .0.650 .0.280 M1i Q.2U .0.986 .0.676 tz5.00 $100.00 + FAC + Non-Fuel Therm Rate for 260 therms X # Days In Mo. · 0.938 . 0.938 . 0.938 $ 0.938 . 0.883 . 0.828 . 0.773 . 0.838 . 0.690 $ 0.544 . 0.838 . 0.727 $ 0.544 . 0.883 $ 0.&28 $ 0.994 $ 0.994 $ 0.994 $ 0.994 $ 0.938 $ 0.878 $ 0.820 $ 0.874 $ 0.828 $ 0.677 $ 0.874 $ 0.771 $ 0.677 $ 0.938 . 0.658 . 0.075 $ 0.125 . 0.175 . 0.226 . 0.086 . 0.055 . 0.045 .0.069 $0.069 $0.069 $0.069 8TU FACTOR - THERMS/l00 CUBIC FEET ICCFI $0.346 $0.346 $0.346 $0.346 Firm Service Rates Interruptible Service Rates 1.068 1.047 .uuu 1.067 1.046 1.1.lllll 1.063 1.042 1ZLU iUlll $0.069 $0.346 gz[U 1.077 1.068 $0.069 $0.346 ll3Ln 1.074 1.053 $0.069 $0.346 1.072 1.051 0.025 . 0.026 . 0.025 . 0.025 . 0.025 . 0.025 . 0.065 . 0.042 $0.069 $0.346 lMLlZ Q5LlI.Z $0.069 $0.346 QM1 1.072 1.051 $0.069 $0.346 fJ1Jn. 1.072 1.051 $0.069 $0.346 $0.069 $0.069 $0.069 $0.055 , ATTACHIIBIIT n ~ IMl..B8 ~ NA - 1.077 1.056 1.067 1.046 $0.346 $0.346 $0.346 $0.240 By Conlnet By Contract NA NA ----I!IA By Conlnet Q.2U .CU95 + Non-f'uaI Cust_ Charge + Non-Nel Therm Rata for Contract # of Thenns -.,. . 0.022 $0.069 $0.228 ~ ll1llIZ \ CSW:06/10/97 ATTACHMENT '4 CLEARWATER GAS SYSTEM BTU Factor: .z.ll4 Gallons/100 cubic feet (CCFI PROPANE (LPJ RATE BILLING FACTORS BTU Factor: .2.Ma Therms/100 cubic feet ICCF) FOR JULY 1, 1997 - SEPTEMBER 30,1997 BASED ON APPROVED GAS ADJUSTMENT FACTORS Therm Factor: ~ Therms/Gallon Contrec:t lP lve. - RlP MlP GLP LLP LPV LPS ClP Appl. Annual GallQn (Therm) Range NA NA o - 2.499 Gallons 2,600 Gallons & Up NA NA NA or Other Rate Determinant (1 . 3 Units) (4 + Units) 10-2,287 Thermsl 12,288 Therms & Up) Monthly Customer Charge $6.00 $15.00 $15.00 $20.00 $6.00 Resl. or $25.00 Set By Contract $16.00 GS if not Non-Fuel Eneroy Charve: prey. billed @ premise Non-Fuel Energy Charge IGallon $0.700 $0.700 $0.390 $0.320 $0.100 $0.390 By Contract /Therm $0.765 $0.765 $0.426 $0.350 $0.109 $0.426 By Contr. Energy Conservation Adj. IGallon 0.014 0.014 0.014 0.014 0.014 0.014 NA (ECA) ITherm 0.015 0.015 0.Q15 0.015 0.Q15 0.015 NA Environm'l Imposition Adj. IGallon 0.014 0.Q14 0.014 0.Q14 0.014 0.Q14 NA (EIAI ITherm 0.015 0.015 0.015 0.Q15 0.015 0.015 NA Weather Normalization Adj./Gallon ~ ~ ~ ~ ~ ~ -.NA lWNA) ITherm QMQ QMQ QMQ Q.Q5Q Q.Q5Q Q.Q5Q -.NA Total Non-Fuel Charge/Gallon $0.774 $0.774 $0.464 $0.394 $0.174 $0.464 ByContnIct ITherm $0.845 $0.845 $0.506 $0.430 $0.189 $0.506 By Cntr. - Purchased Gas Adjustment/Gallon QMQ QMQ ~ QMQ QMQ QMQ QMQ lPGA) /Therm 2.M2 2.M2 2.M2 2.M2 2.M2 Q.2U Q.2U Total Energy Charges IGaDon $1.334 $1.334 $1.024 $0.954 $0.734 $1.024 $0.560 fTharm $1.457 $1.457 $1.118 $1.042 $0.801 $1.118 +NF to.612 +NF Minimum Monthly Bill $6.00 $15.00 $15.00 $20.00 Any Applicable $25.00 Customer Chwge + Customer Charge Non-Fuel Energy Chg. + Any Applicable for the Contracted Facility Charges , of Gellons/Mo. Change from 9/96 IGallon Rate $ 0.071 $ 0.371 $ 0.061 $ 0.051 $ 0.021 $ 0.061 $ 0.020 ITherm Rate $ 0.077 $ 0.404 $ 0.065 $ 0.055 $ 0.022 $ 0.065 $ 0.022 Note: Utiliy Tax is billed on total LP bill.