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GAS ADJUSTMENTS EFFECTIVE JANUARY 1, 1996 u;uj I I CLEARWATER GAS SYSTEM Interoffice Correspondence Sheet FROM: Betty Deptula, City Manager \ Chuck Warrington, Gas System Managing Director ~ _~loaiiemeoi7reid:.Iea{Tl;fJohn Scott, Asst. Director Finance/UCS; Tom Madley, Senior Accountant; Karen Miles, Accounting Manager TO: COPIES: SUBJECT: GAS ADJUSTMENTS EFFECTIVE JANUARY 1, 1996 DATE: January 1, 1 996 We have experienced a shortfall in Purchased Gas Adjustment (PGA) revenues for natural gas of $98,298 over the past two (2) months and project that this will reach $150,000 with the December, 1995, billings. In accordance with the provisions of our PGA rate as approved by the Commission, I am requesting your approval to increase our PGA rates for natural gas by 4(: per therm in order to conform our PGA pricing with our updated fuel cost forecasts and begin to recoup this shortfall. This is as a result of two (2) somewhat related changes in the fuel market since the time of our last forecast in September. First, the price of the natural gas commodity has escalated due to the colder than normal weather, particularly in the northeast United States. Second, the relationship between natural gas and fuel oil prices, somewhat as a result of the higher natural gas prices, has shifted in favor of fuel oil. This has removed a sizable market for our excess contract capacity which has left us with higher capacity costs than we previously forecasted. We have computed the past and projected fuel costs for the Clearwater Gas System customers and propose the following Purchased Gas Adjustment (PGA) rates to become effective January 1, 1996: Natural Gas Firm Standard Rate Schedule PGA ............. $0.360 per therm (up 4(:) Natural Gas Interruptible and Contract (Non-Standard) Rate Schedule PGA .................... $0.274 per therm (up 4(:) Propane (LP) Gas Rate Schedule PGA .......................... $0.480 per gallon = $0.525 per therm equivalent (Note: No Change in LP PGA) ~, // l- I I Betty Deptula, City Manager Page 2 January 1, 1996 The following attachments document these recommended rates: Attachment #1: Computes the proposed Natural Gas PGA rates based on Attachment #2. Attachment #2: A projection of Natural Gas fuel costs which reflect the best estimates of Terry Neenan and our MGAF Buyers, Citrus Marketing. As noted above, we do not propose to change our PGA for propane CLP) at this time as the recovery rate is tracking very close to our original estimates. We are also not proposing any changes at this time to our other adjustment clauses which will remain as follows: Energy Conservation Adjustment CECA) ............... $0.023 per therm = $0.021 per gallon of LP Environmental Imposition Adjustment CEIA) ......... $0.005 per therm = $0.005 per Gallon of LP Weather Normalization Adjustment CWNA) .......... Not Applicable at this time I have also included Attachments #3 & #4 which reflect the impact of the proposed PGA rates on each of the rate schedules which would go into effect on January 1, 1 996. It is our plan to use the above proposed adjustments for billings through March 31, 1996, 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. I will let you know if any of these get significantly out of balance, plus we plan to incorporate the adjustment variations as a part of the monthly financial statements beginning with December in order to make this more visible. You should note that the impact of this natural gas PGA undercollection has caused our financial earnings to be understated by $98,298 through November, 1995, and will likely understate them by about $150,000 through December, 1995. This fix should more correctly recover our January, 1996, natural gas fuel costs and begin to recoup a portion of the $150,000. I I Betty Deptula, City Manager Page 3 January 1, 1996 Betty, your approval of this PGA adjustment is necessary today so that we can render the bills which are due to go out to our customers on January 3, 1995. In anticipation of your approval, Tom Madley has already programmed these changes into the billing effective January 1, 1 996. If you have any questions on this, please call me. CSW Ish Attachments Approved: Bett(j:,t${{" Man~ger CSW:01/01/96 J ATTACHMENT '1 I Page 1 of 2 NATURAL GAS PURCHASED GAS ADJUSTMENT (PGA) CALCULATION FOR THE BILLING PERIOD OF 01/01/98.03/31/96 J. Calculation of the Differential between the Natural Gas Firm Standard Rate Schedule PGA and the Natural Gas Interruptible & Contract (Non-Standard) Rate Schedule PGA for the semi-annual period of 10/1/95 - 3/31/96 A. Reservation Charges for the Most Recent 12 Months prior to start of year 9/94 10/94-7/95 8/95 Total $45,572 $951,792 $68.000 $1,065,364 B. Standard Rate Schedule Therm Usage for the Most Recent 12 Months 9/94-8/95 Total Therm Usage 9/94-8/95 Non-Standard Usage 9/94-8/95 Standard Therm Usage 15,578,179 13.239.3761 12,338,803 C. Differential Applicable for Interruptible & Contract Rate Schedules for 10/1/95 - 3/31/96 A C $1.065.364 12,338,803 $0.086 II. Calculation of PGA Correction Factor for the period of 1/01/96 - 3/31/95 Therm Sales Projection for 10/1/95 - 9/30/96 (from Attachment '2 MMBtus X 10) 18,013,750 80% Standard = ~ Non-Standard = 100% 14,411,000 Therms @ 3.602.750 Therms @ 18,013,750 Therms Current PGA Rate $ 0.320 $ 0.234 Current PGA Recovery $ $ 4,611,520 $ 843.044 $ 5,454,564 Projected Natural Gas Supply Billing for Year (from Attachment #2) Less Projected PGA Recovery (from above) Projected PGA Revenue Shortfall for year = $ 5,863,465 $ 15.454.564) $ 408,902 Divided by Therms Projected to be billed 111/96 - 9130/96 13.350.000 Indicated Required increase in PGA for remainder of year $ 0.031 Recommend Rounding up to As this must also cover other PGA related budget expenses other than fuel $ 0.04 III. Calculation of the WACOG for 1/1/96 - 3/31/95 for the Non-Standard Rate Schedules A. Standard Rate Schedule WACOG $0.360 B. Less Differential 1$0.0861 C. Non-Standard Rate Schedule WACOG $0.274 . ATTACHMENT '1 . , Page' 2 of 2 . . GAS INTERRUPTIBLE & CONTRACT CUSTOMER THERM CONSUMPTION DETAIL SEPTEMBER 94 - AUGUST 9S CUSTOMER NAME Sep-94 OCI-94 Nov-94 Occ-94 Jan-95 Fcb-9S ~r-9S Apr-9S May-95 1 un-9S J ul-9 S Allg-9S TOTAL . LEVEROCKSSGAFOOD 2,028 2,129 1,845 2,013 2,449 2,076 2,710 2,316 2,705 2.746 1,9&6 2,611 27.6H. CLW POJNT SWIM CLUB S66 774 1,531 2,936 4,892 6,142 5,856 3,62S 2,000 618 499 m 30.011 BELLEAlR BBACH MOTEL 508 410 464 655 1,039 1,195 959 90S 625 364 317 507 .zJ48 DUNEDlN BCH CAMPOROUND 175 150 484 1,114 2,SS& 2.406 2,324 1,482 864 171 ISS US 12,On AUNT CIULADA'S 1,297 924 1,417 495 1,147 929 1,007 929 1,155 1,056 930 1,041 12,331 YA-YA'S 758 961 796 933 866 918 &65 866 909 851 813 9,538 BAllEFOOT BlSTRO 602 895 696 659 776 620 579 740 5,566 CRABBY Blll.S P.HAkBOR 1,719 1,813 1,502 1,517 1.646 1.183 1,2S) 1,506 12.207 LONG CENTER. 4,029 2,976 1,881 1.327 686 66J 11.S63 PARADISE DRY CLEANERS 2,357 2,698 2.609 2,084 2,391 12.139 CLIPPER COVE CONDO 2,848 1,43& 1,886 1;947 1,541 SOl 365 432 10.959 TIlAl PAN EXPRESS 249 -UJ 341 1.012 ACME SPONGB & CHAMOlS 5,736 5,365 4,604 6,081 6,639 3,933 4.008 36.396 NEJOHBORL Y SR 'VCS 2,995 2,11l.5 2,460 2,249 2.758 3.167 3,SS6 l,no 23.091 . NATI. CREMATION SOClETY 5,762 6,193 6,7S1 6,520 6,096 6,369 6.02.2 5,9&3 5,811 6.936 62,S 13 ------ ------- -------- -------- -------- ------ ------ ---- - . - SUBTOTAL CONTRACT 4,574 5,145 12,464 14,202 28,003 n,201 JS,B07 32,799 31,619 28,144 23,499 26,521 ~n OTHER lNTERRUPTmu: '244,914 230,362 1]1.,360 2J8,C592 27],759 186,068 259,376 277 ,764 240,6$7 241,2J2 221,784 2l7,3al 2.964.399 ----- ------ TOT AL lNT A: CONTRACT , 149,558 235,501 1.014,824 252,894 301,762 JJ8,169 295,I8J 310,563 272,276 269,]S6 245,28] 2.4],901 J,2l9 .376 , .e5 - o-es - - _-86 -86 "'"'"" - T,"", ,~ AlTACHMENT #2 CLEARWATER FYI1II8 PURCHASED GAS COST PROJECnONS AS OF 12127/95 -. _II R -. - A.IA_ .- . M_ 41, ll8 20, 3011,570 55,211 271,5 0 311,7811 55.211 3011.7811 311,7811 55.211 3011,7811 298,351 1,841l 288,35' 318,7811 55,211 3Oll,7811 3011.570 53,_ 298.570 1"',212 417ea 128,2'2 I'" 212 .0_ 12_ 12 I", '2 41, II "',212 41, II 13t,seo 40,_ 11411eO ,_,II 57, 220,000 see,ll I NlS -.. NNlS -.- _.v__. --- __v_ ~ - - ....- ....- ....- ,..,- ,..,- ....- ....- .... - .,GUllI 10,00 131,9111,79 10.00 13791l5,1l2 10,00 '1:lll,400,00 10.00 '128,179,12 1000 1:lll,400,00 10,00 133.7811,911 10,00 ,Ill 1000 158 035,01 $0.00 I," I_,ll .00 241 lOll 37 1173 1- ,154,411 11732.34 .55 128 387,04 411. .00 9111.41 T - ,... .. beNd on .... .. ,3CWM8Iu ..... .... --- .... II , 01' 11 In I 1 VoIurMI" bueCI on hilt 1_ - -- - - C5W:Ol/0l/96 CLEARWATER GAS SYSTEM ATTACHMENT 13 NATURAL GAS RATE BILUNG FACTORS FOR THE PERIOD OF 01/01196.03/31/96 Inte" . Contr.ct Rrm Natural Gas Rate Schadules tiG..BI1I ~ ---BL ~ ~ ..J.GL -HAC.... ~ ~ -A.. SL w/M& ~ ....ML ---IS....- ~ &lliIbl - Applicable Annual Therm Range NA 11 . O. 18,000- 100,000 NA (1 - NA(O- NA (150 NA NA NA NA 100,000 NA or Other Rate Determinant 3 Units) 17,999 99,999 lit up 3 Units) 149 tons) tons lit +) lit up Monthly Customer Charge $5.00 $15.00 $20.00 $50.00 $5.00 if $15.00 if $15.00 if $15.00 $15.00 $5 Resl.' $25.00 $100.00 By not prev. not prev. not prevo $15 GS if Contract Non-Fuel EnerGY Cha,oelTherm billed billed billed not prevo billed Non.Fuel Energy Charge $0.480 $0.430 $0.380 $0.330 $0.200 $0.150 $0.100 $0.200 $0.300 $0.100 $0.430 $0.260 By Contract Energy Conservation Adj. (ECA) 0.023 0.023 0.023 0.023 0.023 0.023 0.023 0.023 0.023 0.023 0.023 NA NA Environmental Imposition Adj. (EIAI 0.005 0.005 0.005 0.005 0.005 0.005 0.005 0.005 0.005 0.006 0.005 NA NA Weather Normalization Adj. (WNAI Q.Q02 Q.Q02 Q.Q02 Q.Q02 Q.Q02 Q.Q02 Q.QQQ Q.Q02 Q.QQQ Q..QgQ Q..QgQ --..& --..& Total Non.Fuel Energy Charge $0.608 $0.458 $0.408 $0.368 $0.228 $0.178 $0.128 $0.228 $0.328 $0.128 $0.468 $0.260 By Contract Purchased Gas Adjustment (PGA) Q.JUQ Q.JUQ ~ Q.JUQ ~ ~ ~ ~ ~ ~ Q.JUQ Q.2..Z! Q.2..Z! Tot.' Energy ChergelTherm $0.868 $0.818 $0.768 $0.718 $0.688 $0.638 $0.488 $0.588 $0.688 $0.488 $0.818 $0.534 $0.274 + NOIH'uel Minimum Monthly Bill $5.00 $15.00 $20.00 $50.00 $6.00 @) $15.00@) $15.00@) $15.00 $16.00 $ 5 Resl.! $25.00 $100.00 Custo~ -. premise premise premise + FAC + FAC $15 GS @ + FAC + Non-Fuel Charge + premise Therm Rate for Non-Fuel Therm + FAC 250 therms X Rate for Contract UtII1tv Tu Note' I Days in Mo. , of Therms Fuel Rate per Therm 10/01 n3 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.069 $0.055 $0.055 Non-Utility Taxable Fuel/Therm $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.291 $0.219 $0.219 BTU FACTOR - THERMSI1 00 CUBIC FEET rCCFI 10m 111ll.5. 12li5 ~ ~ QJW ~ ~ ~ 2Z.LH ~ ~ Firm Service Rates 1.063 1.067 1.065 1.067 Interruptible Service Rates 1.043 1.046 1.044 1.046 CSW:Ol/0l/96 ATTACHMENT '4 CLEARWATER GAS SYSTEM BTU Factor: .2..1.JA Gallons/l00 cubic feet (CCF) PROPANE (LP) RATE BILLING FACTORS BTU Factor: ~ Therms/l00 cubic feet (CCF) FOR THE SEMI-ANNUAL PERIOD OF 10/1/95 - 3/31/96 Contract LP Svc. ~ RlP GlP llP lPV lPS ClP Appl. Annual Gallon (Therm) Range NA o - 2,499 Gallons 2,500 Gallons & Up NA NA NA or Other Rate Determinant (1 - 3 Units) (0-2,287 Therms) (2,288 Therms & Up) Monthly Customer Charge $5.00 $15.00 $20.00 $5.00 Res!. or $25.00 Set By Contract $15.00 GS if not Non-Fuel Energy Charge: prevo billed @ premise Non-Fuel Energy Charge /Gallon $0.650 $0.350 $0.290 $0.100 $0.350 By Contract ITherm $0.710 $0.383 $0.317 $0.109 $0.383 By Contr. Energy Conservation Adj. /Gallon 0.021 0.021 0.021 0.021 0.021 NA (eCA) ITherm 0.023 0.023 0.023 0.023 0.023 NA Environm'llmposition Adj. /Gallon 0.005 0.005 0.005 0.005 0.005 NA (EIA) ITherm 0.005 0.005 0.005 0.005 0.005 NA Weather Normalization Adj./Gallon Q..QQQ Q.QQQ Q.QQQ Q.QQQ Q.QQQ --lllA (WNA) ITherm Q.QQQ Q.QQQ Q.QQQ .Q.QQQ .Q.QQQ NA -. Total Non-Fuel Charge/Gallon $0.676 $0.376 $0.316 $0.126 $0.376 By Contract ITherm $0.738 $0.411 $0.345 $0.137 $0.411 By Cntr. Purchased Gas Adjustment/Gallon MB..Q M8Q M8Q M8Q M8Q M8Q (PGA) ITherm M25. M25. M25. M25. M25. M25. Total Energy Charges /Gallon $1.156 $0.856 $0.796 $0.606 $0.856 $0.480 ITherm $1.263 $0.936 $0.870 $0.662 , $0.936 + NF $0.525 + NF Minimum Monthly Bill $5.00 $15.00 $20.00 Any Applicable $25.00 Customer Charge + Customer Charge Non-Fuel Energy Chg + Any Applicable for the Contracted Note: Utiliy Tax is billed on total LP bill. Facility Charges # of Gallons/Mo.