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GAS ADJUSTMENTS EFFECTIVE MAY 1, 2005J a � 4' • CLEARWATER GAS SYSTEM Interoffice Correspondence Sheet TO: William B. Horne II, City Manager FROM: Chuck Warrington, Managing Director COPIES: Garry Brumback, Assistant City Manager; Cyndie Goudeau, City Clerk; CGS & CCS Management Teams; Janet Dorrough, Sr. Accountant /CGS; Tom Madley, Sr. Accountant /CCS; Laura Damico, Sr. Accountant /CCS SUBJECT: GAS ADJUSTMENTS EFFECTIVE MAY 1, 2005 DATE: April 28, 2005 Natural and LP gas supply prices are still historically high and volatile, but they have lowered some this month. Therefore, we are recommending a reduction of not changed overall much in the last month. Therefore, we are not recommending a reduction of 50/therm in our Natural Gas Purchased Gas Adjustments (PGA) and a reduction of 70/gallon in our Propane (LP) PGA for May. We are not recommending any change in our Energy Conservation Adjustment (ECA) nor our Environmental Imposition Adjustment (EIA) this month. As a result of the cooler than normal weather from late February thru April, we are recommending that we discontinue collecting a Weather Normalization Adjustment (WNA) - -- a reduction of 20/therm or gallon. Since it now appears that we will be less than 10% below our 10 year Heating Degree Day average, in accordance with our Gas Rates Ordinance, we are recommending that the WNA monies collected this year be credited back to PGA. The net effect of these recommended changes is a decrease in our typical Residential Natural Gas customer's rate of 70 /therm (down 3.8 %) and a decrease in our typical Residential LP customer's rate of 90/gallon (down 3.9 %). Therefore, we are recommending your approval of the following rates to become effective for billings rendered on and after May 1, 2005: Natural Gas Firm Standard Rate Schedule PGA ....... $1.06 per therm (down 50/therm) Natural Gas Interruptible and Contract (Non - Standard) Rate Schedule PGA ............. $0.99 per therm (down 50/therm) Propane (LP) Gas Rate Schedule PGA .................... $1.14 per gallon (down 70/gallon) Energy Conservation Adjustment (ECA) ............... $0.13 per therm (no change) & $0.13 per gallon of LP (no change) Environmental Imposition Adjustment (EIA) ......... $0.02 per therm (no change) & $0.02 per gallon of LP (no change) Weather Normalization Adjustment (WNA) .......... $0.00 per therm (down 20/therm) & $0.00 per gallon of LP (down 2Vgallon) William B. Horne II, City Manager April 28, 2005 Page 2 Attachment #1 shows the FY 04/05 FYTD status of our Adjustment Recovery Clause balances with actuals thru March and projections through FYE Period 13. These show that we are about $1.6 Million behind in our recovery clauses as of March and are projecting to catch up about 75% of this by the end of the fiscal year. It is important to our overall financials for FY 04/05 that we bring this closer into balance by the - Fiscal Year End, and our recommended recovery factors are based on recovering this. Attachments #2 and #3 show our current annual projections for Natural Gas supply costs and LP supply costs, respectively. Attachment #4 shows our WNA projections. Attachments #5 and #6 show the impact of these adjustment clause changes on our overall Natural and LP Gas rates, respectively. Attachment #7 shows our rate history over the past 3 years and shows our relationship to electric prices. I should point out that the overall effect is that our typical Residential customer rates are still 35% lower than electric for Natural Gas and 13% lower for LP. This margin between our gas rates and the comparable electric rates was helped by a fairly significant increase in Progress Energy rates in January also due to their supply cost increases and another increase is expected to be approved soon due to their hurricane losses last year. Therefore, we still remain very competitive as compared to electric rates. It is our plan to use the above - proposed adjustments for billings through September 30, 2005, unless there is a significant change in our forecasts or we project a significant over /under recovery of our adjustment clauses. 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. Bill, I would appreciate your approval of these revised adjustment rates so we can get this information to CCS in order to make the appropriate adjustments in the billing formulas in time for the May 1 st billings. If you have any questions on this, please call me. CSW /csw Attachments Approved: William B. 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NNN N a A O m W 0 V N N N J m C4 O A 0 IA Q 0 0 F C � Q m m r Propane Weighted Average Cost of Gas (WACOG) /y -rr/<+!'1/i FA) ` *3 4/2712005 FY 2003 -04 Date Gallons Propane Propane Com an Invoke, Delivered Bale Cost Shipping Total Coal Cost FYTD Gallons Cost of Invento Tank tnvenlo Tank WBhdrawl WgCOG $ Z5 32,375...$ 28,914.94 Apr-05SUMI M, 09/30/04 1.000 70,000 t .£✓ .`.. 0.966 ` ,�i ;';" $ :a�_, 1„ ` • $ 38,852.24 46,605 34,809 0.83386 $ 29,100.00 0.967 Jun -05 10/12/04 .10/31/04 tOrJ 1/04 10/31/04 Sea-3 1 4004 -0749 imustmera adustmers End of month 38 956 344 WA - 38,763 266 38,895 2,217 19661 231 29 10 00 2 313 84 28 809 10 003 246 9 801 0.94926 0.94727 WA 1.05835 - K1 � 1MIMM 0.98768 1.04420 0.98761 1.78939 0.86877 0.86877 0.99710 1.39000 0.88156 I 0.86158 - 0.86156 S 36 15389 325.86 $ B 337.30 -- " - °?_.` 8337.31 S 40196.07 S - 1 37,590.85 1 2,314.78 19 001.77 413.35 1 24,776M 8 816.81 2,305.79 S 116.76 24 13.10 8 407.22 8,237.45 825.29 - WA S 828.58 - ' 824.89 WA 415.59 $ $ 36 979.18 $ 325.86 '- 6,337.30 y�;.. ', °' 8,337.31 41024.63 - �. %' 3B 956,0 38956.0 389560 g =1;; . 38956.0 77,719.0 77 719.0 . '� 75,841.42 76,167.28 67 829.98 $ 39,576.90 85 561 85,905 85,905 50,123 35,782 0.88640 0.88664 0.78959 0.78959 11/09/04 11 /16100 11130/04 11/30/04 3 4001 -0874 Sea-3 4004-0846 im ustmenl End of month $ 4791421 $ 86938.84 88 ,938.84 $ 46483.79 50,123 88,886 89,152 46,595 42,557 0.95592 1.00059 0.99760 0.99760 12/13/04 12/15/04 12/20/04 12131 /04 12131!04 01119105 01/24/05 0126/05 01131/05 01/31/05 02/03105 0229105 02/28/05 02128/05 03/01/05 03/02/05 Sea-3 4004-0924 Suburban 1 132945 Sea-3 4000-0948 Inv ad ustment End of month Sea-3 4005. 0027 Sea-3 4005 -0052 Suburban 132973 Inv ad ustment End of month Sea-3 4005 -0074 Sea-3 4005-0139 Im adjustment End of month Sea-3 4005-0139 $ 38,415.74 1 2,314.78 $ 19 417.36 413.35 116 614.0 118 830.8 138 491.8 138 491.8 $ 84 899.53 $ 87,214-32 106 631.66 $ 107,045.03 S 48 044.48 85,490 87,707 107,368 107,599 46,293 59,306 0.99309 0.99438 0.99314 0.99485 0.99485 613.58 S 218.35 WA Is 25 389.66 167 716.8 9,035.16 178 116.8 1 2,305.79 180 429.8 116.76 180 429.8 ' i {. $ 73 434.14 82 469.30 84 775.09 S 84 891.85 S 36 1.61 77,518 87,918 90,231 90.315 36,995 51,407 0.94731 0.93802 0.93953 0.93995 0.93995 60757 210.96 $ 205.70 24 820.67 11618.18 $ .5 8,444.15 209 238.8 219 41.8 219 41.8 1 61 392.48 S 70 010.56 70 010.68 S 27 060.27 67,717 77,720 77,966 30135 47 931 0.90660 0.90080 0.89796 0.99796 229,042.8 1 35 00.42 39,936 0.88903 03/15/05 03/31/05 03/31/05 03/31/05 03/31/05 Ses-3 4005 -0163 Sea-3 Sea-3 40054)260 cost ad uskn� irw a ustment End of month 19.195 19 806 9.M 315 0.90015 0.90015 0.90015 0.32219 S 16 871.83 S 17 408.88 S 8,614.79 101.49 408.60 $ 419.54 207.61 0.01 17 278.43 17 828.42 8,822.40 0.01 248 237.8 268 043.8 277 844.8 277 844.8 52 782.85 70 611.27 79 433.67 $ 79 433.68 59,131 78.937 98,738 86,736 0.89264 0.89452 0.89515 0.89515 101.49 277 844.8 79 535.17 $ 28 914.94 89,053 32375 56,670 0.89312 0.89312 FYTD Totals 279 391 0.90478 284 832.34 3 S.877.63 $ 252 728.13 Propane FY 2005 Projections Projected NYMEX CGS Cost Gal Delivered Inventory Cost VVA UU Current ; $ 0.893 32,375...$ 28,914.94 Apr-05SUMI M, $ 1.000 70,000 t 70,000.00 0.966 May -05 0.860 $ 0.970 30,000 $ 29,100.00 0.967 Jun -05 0.855 $ 0.965 30,000 $ 28,950.00 0.967 Jul -05 0.855 $ 0.955 20,000 $ 19,100.00 0.965 Aug -05 0.855 $ 0.955 20,000 $ 19,100.00 0.964 Sep-05 0.855 $ 0.955 40,000 $ 38,200.00 1 0.963 I a v ► V yO N rl y � y ice+ y V CO a y 4'q 1 C� ; 0 0 N C> O a v, O v, vn u, 0 O � N 00 .-I U rl rl a 69 bs 609 66 sR 0 3 o �° b u u u u 0 °o 0 0 a� a� a� U OI-4 y O O tn O O C" O � � � M a� kn II O c II II d- c w � tn 04 o y �bD A N tn cd �% i - 40 A o .p o a C9 4.d aH 0 x > � i b .� 0 a U N >4 4. 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ON ° O OOO���� H H N N /n w O r9 S' + C °o 0 ° O O io ° O r o p OO uI O r O n p o p p M M m 10 m h o0 e o N m Q N O O O Z W N 4044 H y C o0 O O co N w 0 m m o o V o o N O 0 0 M 0 W n 06 O O m N mm M M (P o3� m 0 N Z= Z M M.... 40 o cA 19 W ^ d! 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H `O rn v O O o m N ft O O di O 5 i O W m m - C7 F tL O ° a ° O C O m o°o ? € °' v a`ho v' m m ® �_ c w C t 1 o N N O o € o, . q q d v a Q C a m E (7 0 O co m q N C7 m L L U U L C ° C ° O q Of — LL q m (7 N O d > N in N _ m € FL N mLL W c _ o } ca E - E 0 a o LL G a d L L uJ Cl) O U m m ° ° ' z U U ND o � !s m LL Z o 0 0 N c L� V J Uo d $ U OOI oSO�I d iVI TE m m UO O Q z z a = Five U V M y + Q N H vi V m 0 p O N M N SQ O O m to Lq V u� a Z O p N t+� O O 0 O 17i p O O O C v q H ¢ N) '^ p W M W J �[ V J W Z 0 m N N 401, H N w:3 o Q N 1 � M N O p tD N N CO) M W N J m Co, N C G G O eo Y Y O O O v V JI d 0 Q L W� 4) V N 01-- w m A C a L qS U W J 7 N N H N N i9 N Q w �s a c y m o O O o 0 0 o CD D e t9 V Q W° Ci N V c v v m I- sn r> G p W 0 Cp 0 0 o G r C o C Y j C Z w V N) m C) Z} m ml " -- o o a y a IL a co "' N H H N N H ON/ LL J N °0 tl1 00 CO r°� N No C) P, 0 3� r f.L CL J A. J CO N C O O O ( 4 G O N O O Ito O M V Z Y J IM C? 7 N N N H H a C M pH V pN f0 r- W) W Z r 0 N N C O a b 0 J Z r CV O 0 O ti , W A O t'? OC pp `•" ` N N N N N H N O O t� N N O a O 01 fD N N (n C; O CC/ O O O O OI O O N O p� O O M (� J W-I S' m A C? _ LL U U CO H=3 N N N N H N N U U IL c Y m °o ° 00 cn N o°+ co n 1°n la 01 N M J V' a c� n r N to Wn m a m Z r D C C C O O 0 M CM 7�7 C Q j r' N N N N MD. N N Li V Z p O O O O O m O O pb (r to O e° O O C7 N N p f07 c C, R ems- h to O C N to W N .�.t j r C3 c o c N p m ml 0 1? co IX N N N H N N N Z U Q O m O o O O N 0 N r O A tD rn O o N f7 47 Y 0.1 O 1_ O N r O ID CV Y r CO tC � tO O O O NI NI OI m 0 t? N N H N tH to to m0 o C c c o y c w o c (7 c E m a c? v E c� C r c E' v v Q o E C7 E c t o N 16 Q C O � N a V 4 � w cm i U 0 L �: O C .�. E 2 Z 0 t0 m N (� L r H t0 O 16� m ? t�cu to o E € ti z 0 F E It O ca w U- U U :: r w rn LL LL E t t�- 3 o > LL > o� c o m Z m c w z ~ j m m m m a c o o c c aM i '� °: = m c m U U H Q ¢ z z w w ro- a F°- z° m li z° U o C�w:04nero5 Attachment #7 Page 1 of 2 Residential Rate History By Components Clearwater Gas S stem Total Rate Com onents/Thenm WNA PGA Contract PGA LP PGA/ allon Month NG/therrn LP/ allon * ECA EIA Oct -04 Nov-04 Dec-04 Jan -05 Feb -05 Mar -05 Apr -05 May -05 Jun -05 $ 1.710 $ 1.710 $ 1.750 $ 1.750 $ 1.830 $ 1.860 $ 1.860 $ 1.790 $ 2.030 $ 2.030 $ 2.090 $ 2.090 $ 2.150 $ 2.180 $ 2.280 $ 2.190 $ 0.100 $ 0.100 $ 0.100 $ 0.100 $ 0.130 $ 0.130 $ 0.130 $ 0.130 $ - $ - $ - $ - $ - $ 0.020 $ 0.020 $ 0.020 $ - $ - $ - $ - $ 0.010 $ 0.020 $ 0.020 $ - $1.030 $1.030 $1.070 $1.070 $1.110 $1.110 $1.110 $1.060 $ 0.960 $ 0.960 $ 1.000 $ 1.000 $ 1.040 $ 1.040 $ 1.040 $ 0.990 $ 1.130 $ 1.130 $ 1.190 $ 1.190 $ 1.210 $ 1.210 $ 1.210 $ 1.140 Jul -05 Aug -05 Sep -05 FY 04/05 Avg. .783 2.130 0.115 $0.008 .006 1.074 1.004 1.176 004 Avg. 1.6 2 .968 =.23 - - 0.94 0.879 1 1.046 Incr. Above Last Last Year $ 0.180 $ 0.280 $ 0.010 $ 0.020 $ - $ 0.160,-j- 0.150 $ 0.150 Same Month 8% NA NA 16% 18% 15% Incr. Based $ 4.60 $ 7.12 on 20 Therms 12% 15% Equivalent Cents /KWH 6.1 8.2 for Gas vs. FPC Rate 9.4 9.4 (Residential) Gas Cheaper by -35% 43% Notes: ' Based on Bulk LP BRLP3 which is ap - licable for customers using - 120.1 - 300 - - allons/ ear & e ual -- -- -- to Residential LP Will Call (BR WCLP . Csw:04rAN Attachment #7 Page 2 of 2 Residential Rate History By Components Clearwater Gas S stem Total Rate Com nts/Therm Contract LP Month N h rm LP/ lion " ECA EIA WNA EM PGA PGA/ allon Oct -00 $ 1.290 $ 1.601 $ 0.110 $ - $ - $ 0.600 $ 0.510 $ 0.800 Nov -00 $ 1.320 $ 1.651 $ 0.110 $ - $ - $ 0.630 $ 0.540 $ 0.850 Dec -00 $ 1.430 $ 1.651 $ 0.110 $ - $ - $ 0.740 $ 0.650 $ 0.850 Jan-01 $ 1.890 $ 1.801 $ 0.110 $ - $ - $ 1.200 $ 1.110 $ 1.000 Feb -01 $ 1.890 -V $ 1.901 $ 0.110 $ - $ - $ 1.200 $ 1.110 $ 1.100 Mar -01 1.890 $ 1.901 $ 0.110 $ - $ - $ 1.200 $ 1.110 $ 1.100 Apr -01 $ 1.670 $ 1.691 $ 0.110 $ - $ - $ 0.980 $ 0.895 $ 0.890 May -01 $ 1.580 $ 1.620 $ 0.120 $ - $ - $ 0.880 $ 0.795 $ 0.810 Jun -01 $ 1.500 $ 1.578 $ 0.140 $ - $ - $ 0.780 $ 0.695 $ 0.750 Jul -01 $ 1.420 $ 1.516 $ 0.160 $ - $ - $ 0.680'-'$ 0.595 $ 0.670 Aug -01 Seo -01 FY Average $ 1.390 1.340 1 $ 1.445 1 § 1. $ 0.180 -S--0-200 $ - $ $ - $ - - $ - $ 0.630 0.56 $ 0.545 . 4 $ 0.580 0.550 $ 1.551 $ 1.649 $ 0.131 $ 0.840 $ 0.758 $ 0.829 2000 Avg. V 1.222 .5 0.103 .00 0-011T 7 Ir 0.431 0.779 Oct -01 $ 1.340 $ 1.380 $ 0.140 $ - $ - $ 0.620 $ 0.540 $ 0.550 Nov -01 $ 1.340 $ 1.380 $ 0.140 $ - $ - $ 0.620 $ 0.540 $ 0.550 Deo-01 $ 1.340 $ 1.380 $ 0.140 $ - $ - $ 0.620 $ 0.540 $ 0.550 Jan -02 $ 1.360 $ 1.390 $ 0.160 $ - $ 0.020 $ 0.600 $ 0.520 $ 0.520 Feb-021 1.360 1 $ 1.390 $ 0.160 $ - $ 0.020 $ 0.600 $ 0.520 $ 0.520 Mar -02 $ 1.360 $ 1.420 $ 0.160 $ - $ 0.040 $ 0.580 $ 0.500 $ 0.520 Apr -02 $ 1.360 $ 1.420 -$--0.160 $ - $ 0.040 $ 0.580 $ 0.500 $ 0.520 May-02 $ 1.340 $ 1.550 $ 0.160 $ - $0.0401 $ 0.560 $ 0.480 $ 0.550 Jun -02 $ 1.340 $ 1.550 $ 0.160 $ - $ 0.040 $ 0.560 $ 0.480 $ 0.550 Jul -02 $ 1.360 $ 1.620 $ 0.160 $ - $ 0.040 $ 0.580 $ 0.500 $ 0.620 Aug -02 $ 1.360 $ 1.690 $ 0.160 $ - $ 0.040 $ 0.580 $ 0.500 $ 0.690 Seo-02 FY Average 1.360 1.352 S 1.690 1.488 0.1 0 0.155 - 0.040 .580 0.590 $ 0.500 $ 0.690 0.569 0.027 0.510 2001 Avg. 549 1.586 0. - - 0.751 0.75 -V Oct -02 1.300 $ 1.640 $ 0.100 $ - $ - $ 0.620 $ 0.550 $ 0.740 Nov -02 $ 1.300 $ 1.640 $ 0.100 $ - $ ---$ 0.620 $ 0.550 $ 0.740 Dec-02 $ 1.300 $ 1.640 $ 0.100 $ - $ - $ 0.620 $ 0.550 $ 0.740 Jan -03 Feb -03 Mar -03 $ 1.420 $ 1.480 $ 1.560 $ 1.770 $ 1.810 $ 1.900 $ 0.120 $ 0.120 $ 0.160 $ - $ - $ - $ - $ - $ - $ 0.720 $ 0.780 $ 0. 820 $ 0.650 $ 0.650 $ 0.750 $ 0.850 $ 0.890 $ 0.940 Apr -03 May -03 Jun -03 Jul -03 Aug -03 Sep-03 FY Average 1 $ 1.560 $ 1.560 $ 1.560 $ 1.560 $ 1.560 1.560 $ 1.900 $---1.900 $ 1.900 $ 1.900 $ 1.900 1.900 $ 0.160 $ 0.160 $ 0.160 $ 0.160 $ 0.160 0.16 $ - $ - $ - $ - $ - �_ - $ - $ - $ - $ - $ - �_ - $ 0.820 $ 0.820 $ 0.820 $ 0.820 $ 0.820 0.820 $ 0.750 $ 0.750 $ 0.750 $ 0.750 $ 0.750 0.750 -V-0.940 $ 0.940 -t 0.940 $ 0.940 $ 0.940 $ 0.940 0.878 1.477 1.817 0.138 0.758 0.683 2002 Avg. 1.553 $ 0.1451 - 0.027 $ 0.590 $ 0.513 $ 0.617 Oct -03 Nov -03 Dec -03 Jan -04 Feb -04 Mar -04 Apr -04 May -04 Jun -04 Jul -04 Aug-04 Set)-04 $ 1.530 $ 1.530 $ 1.530 $ 1.590 $ 1.590 $ 1.590 $ 1.590 $ 1.610 $ 1.610 $ 1.690 $ 1.690 1.690 $ 1.830 $ 1.830 $ 1.830 $ 1.910 $ 1.910 $ 1.910 $ 1.910 $ 1.910 $ 1.910 $ 1.990 $ 1.990 1 2.030 1.913 1.864 _ _ _ - _ $ 0.100 $ 0.100 $ 0.100 $ 0.120 $ 0.120 $ 0.120 $ 0.120 $ 0.120 $ 0.120 $ 0.150 $ 0.150 0.150 $ - $ - $ - $ - $ - $ $ - $ - $ - $ - $ - $ _ - - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - - - $ 0.850 $ 0.850 $ 0.850 $ 0.890 $ 0.890 $ 0.890 $ 0.890 $ 0.910 $ 0.910 $ 0.960 $ 0.960 0.960 $ 0.780 $ 0.780 $ 0.780 $ 0.820 $ 0.820 $ 0.820 $ 0.820 $ 0.840 $ 0.840 $ 0.890 $ 0.890 0.890 0.831 $ 0.741 $ 0.930 $ _ 0.930 $ 0.930 $ 0.990 $ 0.990 $ 0.990 $ 0.990 $ 0.990 $ _ 0.990 $ -.--1.040 $ 1.040 $ 1.080 0.991 0.926 FY Average 2003 Avg. 1.803 1.534 0.123 0.138 0.901 0.816 -- licable for customers using 120.1-----300- 20.1 - 300 allons * Based on Bulk LP BRLP3 which is a ear & e ual to Residential LP Will Call BRWCLP .