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HomeMy WebLinkAbout2016-06-01 Utilities Advisory Commission Agenda Packet NOTICE IS POSTED IN ACCORDANCE WITH GOVERNMENT CODE SECTION 54954.2(a) OR 54956 I. ROLL CALL II. ORAL COMMUNICATIONS Members of the public are invited to address the Commission on any subject not on the agenda. A reasonable time restriction may be imposed at the discretion of the Chair. State law generally precludes the UAC from discussing or acting upon any topic initially presented during oral communication. III. APPROVAL OF THE MINUTES Approval of the Minutes of the Utilities Advisory Commission Special Meeting held on May 4, 2016 IV. AGENDA REVIEW AND REVISIONS V. REPORTS FROM COMMISSIONER MEETINGS/EVENTS VI. DIRECTOR OF UTILITIES REPORT VII. COMMISSIONER COMMENTS VIII. UNFINISHED BUSINESS None. IX. NEW BUSINESS 1. Election of Officers Action 2. Utilities Advisory Commission Discussion on Alternatives to the Existing Voluntary Opt-In Action PaloAltoGreen Gas Program Including an Opt-Out Mechanism and a Carbon-Neutral Natural Gas Portfolio 3. Staff Recommendation that the Utilities Advisory Commission Recommend the City Action Council Approve the Proposed Low Carbon Fuel Standard Credit Program, Including the Use Of Revenues from the Sale of Low Carbon Fuel Standard Credits 4. Staff Recommendation that the Utilities Advisory Commission Recommend that the Action City Council Amend the Net Surplus Electricity Compensation Rate (E-NSE-1) 5. Cross-Bore Program Update: Phase 2 (Presentation) Discussion 6. Update and Discussion on Impacts of Statewide Drought on Water and Discussion Hydroelectric Supplies 7. Selection of Potential Topic(s) for Discussion at Future UAC Meeting Action X. NEXT SCHEDULED MEETING: August 3, 2016 XI. INFORMATION REPORTS A complete list of informational reports provided to the UAC can be viewed at http://www.cityofpaloalto.org/gov/boards/uac/reports.asp?code=CAPALO_8 and at City Hall, 3rd Floor, Utilities Administration office. Information reports cannot be discussed during UAC meetings, in compliance with Govt. Code Section 54954.2(a)(2 Public Letters to UAC UTILITIES ADVISORY COMMISSION WEDNESDAY, JUNE 1, 2016 – 7:00 P.M. COUNCIL CHAMBERS Palo Alto City Hall – 250 Hamilton Avenue REVISED Chairman: Vacant  Vice Chair: James F. Cook:  Commissioners: Arne Ballantine, Michael Danaher, Lisa Forssell, A. C. Johnston, Judith Schwartz and Terry Trumbull  Council Liaison: Gregory Scharff Utilities Advisory Commission Minutes Approved on: Page 1 of 7 UTILITIES ADVISORY COMMISSION MEETING - SPECIAL MEETING MINUTES OF MAY 4, 2016 CALL TO ORDER Vice Chair Cook called to order at 12:10 p.m. the meeting of the Utilities Advisory Commission (UAC). Present: Vice Chair Cook, Commissioners Ballantine, Danaher, Eglash and Schwartz Absent: Chair Foster, Commissioner Hall, and Council Liaison Scharff ORAL COMMUNICATIONS Commissioner Schwartz attended the annual 51st Smart Electric Energy Power Alliance (SEPA) State Summit in Denver. APPROVAL OF THE MINUTES Commissioner Schwartz indicated that she had some revisions to propose to modify some language in the draft minutes to more accurately portray her comments represented in the last paragraph on page 7 under the Electric Financial Plan and rates item. The sense of the UAC was that Commissioner Schwartz would consult with staff with her proposed changes.* Commissioner Ballantine moved to approve the minutes—as modified with Commissioner Schwartz’s suggestion—from the April 12, 2016 UAC special meeting and Vice Chair Cook seconded the motion. The motion carried unanimously (5-0) with Vice Chair Cook, Commissioners Ballantine, Danaher, Eglash and Schwartz voting yes and Chair Foster and Commissioner Hall absent. * After the meeting was over, Commissioner Schwartz discussed with staff and proposed the change the second sentence on the bottom of Page 7 of the draft minutes from: “Commissioner Schwartz noted that the investor-owned utilities (IOUs) have gone from five tiers to four and then three and will soon go to two tiers, then to time-of-use (TOU) rates with no tiers.” to: “Commissioner Schwartz noted that the investor-owned utilities (IOUs) have gone from five tiers to four and then three and will soon go to two tiers with an extra charge for high usage customers, then to default time-of-use (TOU) rates.” AGENDA REVIEW AND REVISIONS None. REPORTS FROM COMMISSION MEETINGS/EVENTS None. DRAFT Utilities Advisory Commission Minutes Approved on: Page 2 of 7 UTILITIES DIRECTOR REPORT 1. Finance Committee action: On April 19, the Finance Committee reviewed the proposed Water and Wastewater Collection Financial Plans and rate adjustments. After discussion focused on wastewater treatment costs, the Finance Committee agreed with the UAC and unanimously supported the proposal. Notification of proposed rate changes was sent to ratepayers and property owners as required by Proposition 218. The proposed Electric and Gas Financial Plans and rate adjustments are scheduled to be considered by the Finance Committee on May 17. Council will make a final decision on all rate adjustments at the budget hearing on June 13. 2. Frontier Solar Project Ribbon Cutting: The 20 megawatt (MW) Frontier Solar project, located just off I-5 near the town of Newman, is expected to officially begin commercial operations in early June. To mark this major milestone, the project developer is hosting a ribbon-cutting ceremony at the site on Wednesday, May 18th. All Utilities Advisory Commissioners and Council members are invited to attend this special event. Frontier Solar will be the City’s third utility-scale solar project to begin operating, and it’s the closest to the Bay Area of the six large solar projects that the City has under contract. 3. PV Partners Program: On April 21, 2016, the last remaining PV Partners program rebate funds were fully reserved. The PV rebate program started in 1999 and was expanded in 2007 with the passage of the Million Solar Roofs Bill (SB1). Staff expects the PV Partners SB1 funded systems to total 7.3 MW by 2018. Rebates allocated to residential customers were fully reserved in August 2014 and large commercial customer rebate funds were reserved in September 2015. The remaining rebate allocation —for small and medium commercial customers—has now been fully reserved. Due to lower PV installation costs, customers continue to install solar without rebates. 4. The Great Race for Saving Water: The City teamed up with local community, youth groups, non-profits and environmental organizations to host a 5K fun run/walk and Earth D ay festival this past Saturday at the Baylands. Approximately 200 race attendees enjoyed a fun- filled day with raffle prizes, music, goodies, and a chance to catch the “running toilet!” Photos are available at the City’s SmugMug account and on Facebook. 5. The Annual Mobile and Walking Gas Leak Detection Survey began on April 25 and should be finished by September. 6. Upcoming Events: May 21 – From Graywater to Green Garden Workshop. COMMISSIONER COMMENTS None. UNFINISHED BUSINESS None. Utilities Advisory Commission Minutes Approved on: Page 3 of 7 NEW BUSINESS ITEM 1: ACTION: Staff Recommendation that the Utilities Advisory Commission Recommend that the City Council Adopt the Proposed Operating and Capital Budgets for the Utilities Department for Fiscal Year 2017 Dave Yuan, Strategic Business Manager, presented a summary of the budget request. He stated that the budget preparation begins in November with internal review between February and April. In May, the UAC reviews the budget, followed by the Finance Committee and Council adoption in June. Yuan mentioned Utilities accomplishments for FY 2016 include drought response to State's mandates, participation in the Bay Area wide solar PV group buy program, the Peninsula SunShares program, increased Renewable Renewable Standard, launching of new programs -- including a heat pump water heater pilot, PaloAltoGreen Gas, and Home Efficiency Genie --and completion of infrastructure improvements. Initiatives for FY 2017 include continuing capital and maintenance program, resource efficiency programs, technology and smart gr id, electrification work plan tasks, workforce development and succession planning, and an update to the 2011 Utilities Strategic Plan. Yuan separated the FY 2017 budget request into those expenses which are discretionary versus non-discretionary. Except for the Fiber Fund, more than 60% of the costs are non-discretionary including commodity purchases, debt service, rent and allocated charges . Even under discretionary expenses, the department has no control over certain aspects such as labor contracts, benefit increases and safety and reliability-related CIP projects. Yuan discussed Utilities efforts to control costs, which include reviewing infrastructure replacement projects, commodity cost--as evidenced by the latest very low price electric renewable Power Purchase Agreement, maintaining flat headcount, reviewing whether tasks should be completed by City staff or contract services, examining internal allocation charges, and review of joint action agency charges. Yuan summarized the Electric Fund, noting that Electric rates have not increased since July 2009, but costs for capital improvements and operations have increased. Overall, Electric Fund revenues are expected to increase by $26 million, of which $15 million is due to the proposed electric rate increase planned for July 2016. The expenses are expected to increase by $17 million, of which $10 million is for commodity costs (especially new renewable projects coming on line). Electric Fund Reserves are expected to be drawn down by $17.3 million. Electric capital improvement program (CIP) projects for FY 2017 total $21.6 million for undergrounding, system improvements and customer connections. In FY 2017, a couple large customer reimbursed projects are budgeted including electric pole replacement for fiber-to-the-premise (contingent on agreement with 3rd party) and VA Hospital expansion. Yuan said that the Fiber Fund initiatives for FY 2017 are rebuilding and upgrading the dark fiber network and reaching agreement with Google Fiber or another party to build a citywide fiber network. Fiber Fund revenues are expected to increase $0.4 million due to a CPI increase in the EDF-1 rates. Expenses will increase by $0.2 million due to the hiring of a temporary fiber and wireless project manager to assist the City with fiber and wireless initiatives. Fiber Reserves are Utilities Advisory Commission Minutes Approved on: Page 4 of 7 expected to increase by $1.2 million. Proposed FY 2017 Fiber CIP expenses are $1.7 million, of which $1.5 million is for network and capacity enhancements. The Fiber Fund budgeted $1.25 million for the Fiber Optic Network Rebuild CIP. Yuan said that the Gas Fund will continue promoting the PaloAltoGreen Gas program, gas main replacement projects, the cross bore safety inspection program, and gas safety awareness outreach. A gas rate increase proposed for FY 2017 will assist in covering increasing costs due to increased CIP and operations costs. Overall, revenues and expenses are expected to fall by $1 million and $2 million respectively due to lower gas usage and lower gas commodity costs. Gas Fund Reserves are expected to fall by $4 million by the end of FY 2017. Gas CIP expenses for FY 2017 are expected at $6.3 million, with the majority coming from $4.2 million for the gas main replacement project in downtown. Commissioner Schwartz asked if the Gas Fund will be impacted by electrification plans. Yuan responded that the potential for electrification has not been factored in at this time and that gas safety is the primary consideration at this time. Yuan said that the Wastewater Collection Fund will continue the multi-year large sanitary sewer rehabilitation (SSR) project focusing on reducing Sanitary Sewer Overflows (SSOs) and will begin a new SSR project. Yuan said that revenues for this fund are expected to increase by $1 mil lion as a result of the proposed rate increase. E xpenses are increasing by $0.7 million due to increasing treatment costs as the Regional Water Quality Control Plant upgrades its facilities . The sum of the Wastewater Collection Reserves is expected to decline by $2.3 million in FY 2017. Wastewater Collection CIP costs are expected to cost $4.8 million in FY 2017, which is primarily for the new SSR project. Yuan said that the Water Fund plans to complete an evaluation of the re cycled water project, construction of Boronda Reservoir, and the design for a new Water Main Replacement (WMR) project. Water Revenues are expected to be flat while expenses are expected to decrease by $0.5 million. Water Reserves are expected to decline by $6 million in FY 2017. Water CIP costs are $9.6 million in FY 2017, due primarily to the WMR and system improvements. Yuan said that there are several staffing requests in the FY 2017 budget request, but there are no increases in head count proposed. The reasons for job reclassifications are to realign job titles to existing and new duties; improve operational efficiency; provide staffing flexibility; or create job development opportunity. Commissioner Eglash asked if the reclassifications were due to the changes in the nature of the job or associated with employee retention and whether the City has an appropriate system to adequately compensate employees. Yuan said that the changes requested are driven by business needs. Interim Director Shikada said that the recent labor agreements reached by Council may be imperfect but are an attempt to reflect fair market compensation packages. Public Comment Jeff Hoel said that in FY 2016, the Fiber Fund budgeted $1.15 million for CIP FO-16000 Fiber Optic System Rebuild. If the City spent only $140,000 thus far, will the remaining $1 million Utilities Advisory Commission Minutes Approved on: Page 5 of 7 balance be returned to reserves? Is the Fiber Fund requesting for $1.25 million in FY 2017 to continue the fiber rebuild project? Yuan confirmed the remaining $1 millio n CIP balance in FY 2016 will be returned to reserves at the end of the year and the Fiber Fund will be requesting for $1.25 million for continuation of the fiber rebuild project in FY 2017. Hoel noted that the staff presentation is not provided to the pu blic online so that the Council does not have a chance to see it. Vice Chair Cook asked if the presentations were provided on line. Shikada said that they haven't been in the past, but could be provided in the future. Herb Borock noted that the Water Fu nd shows a plan to complete a recycled water project, but this is produced by the Regional Water Quality Control Plant, which is operated by the City for its partner agencies. He said that recycled water is planned to be provided at a fraction of the water price, but asked whether water customers should pay for this project, especially if they would not be provided the water. He said that the UAC should get involved early—especially since two different City departments are involved —since the UAC's role is to give policy advice to the Council. Commissioner Schwartz said that water and recycled water should be viewed holistically and that water and recycled water rates should be developed together with the entire picture understood. Vice Chair Cook asked the UAC budget subcommittee—Commissioners Ballantine and Danaher—to report on its work. Commissioner Ballantine said that the subcommittee met with staff and received a discussion in more detail than presented here. He noted that the staffing requests are designed for more efficiency and do not involve new head count. He sees this as a harbinger of things to come with new technology and complexity to operate the systems. He said that many items that are not controllable by the City are increasing in cos t. In addition, labor rates are increasing. He noted that CIP projects have been deferred in the past, but continue in the proposed budget. He did note that increased undergrounding of electric services is not proposed and encouraged that new services b e undergrounded in a way with new technologies to reduce ongoing maintenance costs. He said that the cost to be carbon neutral is not significant and is not a driver for increasing costs. Commissioner Eglash asked if we are doing things not just because they are innovative, but because there are long-term benefits, or return on investment (ROI), for the proposals. Commissioner Ballantine said that one example of this is undergrounding which actually costs more to maintain when undergrounded. He also mentioned that smart grid projects may have many benefits such as improving reliability and response to outages. So ROI is part of the equation, but customer value is another part to think about, especially as the Internet of things escalates. Commissioner Schwartz said that there is lots of literature on the benefits of smart grid, including not just cost savings, but customer satisfaction. She mentioned that all the benefits and costs for proposed new initiatives should be discussed in their totality. Utilities Advisory Commission Minutes Approved on: Page 6 of 7 Commissioner Ballantine said that new technology does need a thorough review including any increasing ongoing O&M costs. Commissioner Danaher said that he participated on the subcommittee and noted that even the items listed as discretionary are not actually truly discretionary including CIP upgrades that must be done. He said that labor costs are not controlled by the department. He noted that CIP cost is the biggest swing factor. CIP costs increase in a growing economy and decrease when there is a slump. The department has some ability to control costs, however there is little ability to accelerate projects when there is a downturn. Vice Chair Cook thanked the subcommittee for taking a deeper dive and that it added a level of comfort for the commission. He said that he'd participated in this subcommittee in the past and received a valuable education about the development of the budget. He noted that the budget request has found a good balance between increasing cost and continuing valued service. Vice Chair Cook asked about the rate change communication piece that was provided to the Commission. Interim Director Shikada said that the document is useful as a "walking around paper" that can explain the key rate increase drivers for each fund. ACTION: Commissioner Eglash moved to recommend that the UAC recommend that the City Council adopt the proposed Operating and Capital budgets for the Utilities Department for FY 2017. Commissioner Danaher seconded the motion. The motion carried unanimously (5-0) with Vice Chair Cook, Commissioners Ballantine, Danaher, Eglash and Schwartz voting yes and Chair Foster and Commissioner Hall absent. ITEM 2. DISCUSSION: Update and Discussion on Impacts of Statewide Drought on Water and Hydroelectric Supplies Senior Resource planner, Karla Dailey, made a short presentation updating the UAC about the current drought. She showed a graph of precipitation at Hetch Hetchy reservoir by water year since 1995 and that water year 2016 to date is much better than the past several years. Dailey showed the City’s water use reduction has been 31% compared to the State-mandated 24% water use reduction. She explained that the State Water Resources Control Board will make a determination later this month regarding whether to continue, lift, or modify the emergency regulations currently in place. Commissioner Eglash pointed out that many reservoirs in California are at average levels for this time of year in some locations, but that groundwater levels are likely very low in other areas and that these factors are difficult to understand all together . Dailey responded that the State is indeed diverse and complex with respect to water supplies and that the State Water Resources Control Board has a difficult task when implementing water-related regulations. Commissioner Schwartz suggested that this could perhaps be illustrated best with the use of an info-graphic showing water supply across the state. Dailey said that the State has developed such communication pieces and said she would include one in next month’s update. Utilities Advisory Commission Minutes Approved on: Page 7 of 7 Dailey explained that the drought caused a cost increase of over $8.3 million for the electric portfolio in FY 2016. ITEM 3. ACTION: Selection of Potential Topic(s) for Discussion at Future UAC Meeting Commissioner Danaher asked if the five priorities discussed at the last joint UAC/Council meeting could be updated at the June meeting. Shikada said that the Council is reviewing its priorities. Commissioner Schwartz noted the microgrids/energy storage items on the tentative June UAC meeting agenda and noted that her husband works in this area and would like to have a conversation with the City Attorney's Office about any potential conflict of interest. Deputy Senior Assistant City Attorney responded that she will meet with Commissioner Schwartz to discuss the matter. Vice Chair Cook, recognizing that it was Commissioner Eglash’s last meeting, said that he appreciated the service of Commissioner Eglash, learned a lot from him, and considered him a voice of reason and balance on the commission. ACTION: None. Meeting adjourned at 1:35 p.m. Respectfully submitted, Marites Ward City of Palo Alto Utilities Page 1 of 10 2 MEMORANDUM TO: UTILITIES ADVISORY COMMISSION FROM: UTILITIES DEPARTMENT DATE: June 1, 2016 SUBJECT: Utilities Advisory Commission Discussion on Alternatives to the Existing Voluntary Opt-In PaloAltoGreen Gas Program Including an Opt-Out Mechanism and a Carbon-Neutral Natural Gas Portfolio ______________________________________________________________________________ RECOMMENDATION Staff has reviewed various options for modifying the PaloAltoGreen Gas Program (PAG Gas) and requests that the Utilities Advisory Commission (UAC) provide feedback to the Finance Committee and Council. Alternatives include: (1) maintaining the existing voluntary opt-in program, (2) modifying the voluntary program to an opt-out structure, and (3) making carbon- neutral, all or a portion of, the natural gas portfolio using environmental offsets and/or physical biogas. EXECUTIVE SUMMARY The PAG Gas program uses high quality environmental offsets purchased by the City on behalf of participants in order to reduce or eliminate the impact of greenhouse gas (GHG) emissions associated with their natural gas usage. The goal is to have 20% of customers, corresponding to 10% of the City’s gas usage, participate in PAG Gas by 2020. Achieving this goal would reduce Palo Alto’s GHG emissions by about 15,000 tons per year, representing a 10% reduction in natural gas usage. Since the program launch in December 2014, roughly 4% of the City’s residential natural gas customers have participated in PAG Gas accounting for approximately 3,200 tons of GHG emissions per year. City facilities began participating in PAG Gas in July 2015 and account for GHG emissions reductions of approximately 6,000 tons per year. That number is expected to drop to 3,000 tons per year when the incinerator at the Regional Water Quality Control Plant is retired. With increased marketing and outreach efforts, the City is expected to achieve the 20% participation goal by 2020. For a typical residential customer participating in PAG Gas, the cost to participate in the program is approximately $5 per month. As participation increases, the rate impact will fall since the administrative costs could be spread over more gas usage. Page 2 of 10 Converting the program to an opt-out program would achieve greater GHG emission reductions at a lower cost. However, such an approach could be negatively received by some customers and could risk damaging the relationship between the City and its customers. Alternately, the program could be stopped altogether and offsets could be purchased for the gas portfolio serving all customers. The four options are summarized in the table below. Pros Cons Opt-in Program  Consistent with CPAU’s past practices of providing program and service options for those who want them.  Allows participants to feel proud that they are doing more to help the environment  Requires significant and continuing outreach effort to maximize participation—and minimize administrative costs—by capturing all customers who would participate in the program if they knew about and understood it Opt-out Program  Much greater reductions in GHG emissions associated with natural gas usage could be achieved sooner and at a lower cost  After start up, easy and low cost to administer  Risk of harming CPAU’s reputation as the program can be viewed by customers as “slamming” or even taking advantage of customers who are not paying attention even after being notified of right to opt-out  Requires ongoing outreach to notify customers of their ability to opt-out at any time  Requires development of detailed program rules and processes to allow for opting out/in, securing refunds and identifying potential sources of funds for such refunds. Gas Portfolio Backed by Offsets  Maximum reductions in GHG emissions associated with natural gas usage  Minimal administrative costs  No need for complicated program terms and conditions  Could be perceived as an overreaching mandate  Small rate increase for all customers  Cost varies with the cost of environmental offsets Gas Portfolio Backed by Green Gas  Maximum reductions in GHG emissions associated with natural gas usage if for 100% of the gas portfolio  Minimal administrative costs  No need for complicated program terms and conditions  Could be perceived as overreaching  Large rate increase for all customers, especially if for 100% of the gas portfolio  Cost varies with the cost of green gas Page 3 of 10 BACKGROUND Early Evaluation of Alternative Gas Supplies The City of Palo Alto Utilities (CPAU) has evaluated ways to reduce the carbon content of the natural gas portfolio for many years. The Gas Utility Long-term Plan (GULP) includes a strategy to evaluate a voluntary green gas program and evaluate purchasing non -fossil fuel gas (biomethane or biogas) for the gas portfolio. The City Council last approved updates to GULP in April 2012 (Staff Report 2522, Resolution 9244), including GULP Strategy 4: Reduce the carbon intensity of the gas portfolio in accordance with the Climate Protection Plan by: a. Designing and implementing a voluntary retail program using reasonably priced non‐fossil fuel gas resources; and b. Purchasing non‐fossil fuel gas for the portfolio as long as it can b e done with no rate impact. In November 2009, the UAC reviewed an analysis of physical biogas as a resource for the gas supply portfolio.1 At that time, staff determined that biomethane cost about 50 cents per therm (₵/therm) more than natural gas, or a cost of about $100 per ton of carbon dioxide equivalent (CO2e)2 and would increase a residential customer’s gas bill by 35%. Again, in April 2013, staff presented alternatives for a PAG Gas program to the UAC3 including the use of physical biogas for the program, but found that it would cost about $1 per therm more than natural gas based on responses to a request for proposal issued by the Northern California Power Agency. In addition, the long-term contracts required for biogas project developers to secure financing were, and are still, not conducive to the potentially volatile demand associated with a voluntary green gas program. City’s GHG Emissions From Natural Gas The table below, based on data from the 2016 Earth Day report (Staff Report 6754), shows the estimate for City and community GHG emissions for 1990, 2005, 2012 , and 2015. Palo Alto Community and City Greenhouse Gas Emissions (in 000’s of Metric Tons of CO2e) Emissions Category 1990 2005 2012 2015 Natural Gas Use 194 166 160 135 Electricity Use 186 160 75 0 Mobile Combustion * 332 372 320 330 Other ** 68 54 36 36 Total 780 752 591 501 * Consultant estimate based on population, employment, v ehicle miles travelled and vehicular emission profiles ** Includes landfill, refuse and Regional Water Quality Control Plant emissions 1 http://www.cityofpaloalto.org/civicax/filebank/documents/17514 2 1 ton/2204.16 lbs * 116 lbs CO2e/1 MMBtu CH4 *1 MMBtu/10 therms = .0053 tons/therm 3 https://www.cityofpaloalto.org/civicax/filebank/documents/33744 Page 4 of 10 Note that emissions from natural gas use in 2015 were reduced by 4,406 tons due to the PAG Gas program. The larger part of the reduction in emissions associated with natural gas use is associated with reduced natural gas use (from 37.2 million therms in 1990 to 30.1 million therms in 2012 to 25.5 million therms in 2015). PaloAltoGreen Gas Program Development The PAG Gas program was modeled after the highly successful, voluntary P aloAltoGreen (PAG) program which allowed participants to receive 100% renewable energy and eliminate the GHG emissions associated with their electricity use. Participation rates in PAG were the highest among similar programs throughout the nation earning recognition for the CPAU and creating a sense of community pride around sustainability efforts. In 2012, approximately 20% of CPAU’s customers participated in PAG, representing 8% of the City’s total electric usage. The UAC reviewed alternatives to PAG in December 2012 and the City Council reviewed those alternatives at a study session in February 2013 (Staff Report 3386). By 2013, the City’s aggressive Renewable Portfolio Standard (RPS) goal combined with its carbon-free hydroelectric resources rendered the electric supply portfolio largely carbon- neutral. In March 2013, City Council approved the Carbon Neutral Plan committing CPAU to pursue only carbon neutral electric resources beginning in calendar year 2013 (Staff Report 3550, Resolution 9322). In September 2013, City Council suspended PAG and directed staff to develop a new voluntary PAG Gas program to afford participants the opportunity to eliminate the GHG emissions associated with their natural gas use (Staff Report 4041, Resolution 9372).4 In April 2014, City Council approved the establishment of a voluntary PAG Gas program (Staff Report 4596, Resolution 9405) using high quality offsets to back the program. The PAG Gas program goal is a 20% participation rate by 2020 with a corresponding GHG reduction of 16,000 tons of CO2e per year. The 2020 goal represents a 10% reduction in the City’s total GHG emissions associated with natural gas consumption. The reductions are achieved by purchasing high quality environmental offsets, with a preference for California projects, on behalf of participants in order to reduce or eliminate the impact of GHG emissions associated with each participating customer’s gas usage. All customers can sign up for PAG Gas for their entire gas usage; commercial customers also have the option of participating in the program for part of their natural gas usage. 4 In June 2014, since the PAG (electric) program is redundant with the Carbon Neutral Plan, Council eliminated the PAG program for residential customers (Staff Report 4718, Resolution 9422). At the same time, Council also reactivated the program for commercial customers since some customers (including City facilities) desire to participate in a voluntary green electric program to achieve environmental recognition and certifications in line with their own corporate sustainability goals including participation in the U.S. Green Building Council Leadership in Energy and Environmental Design (USGBC LEED) Program and the U.S. EPA Green Power Partnership Program . Page 5 of 10 DISCUSSION Existing PAG Gas Program The PAG Gas program was soft launched to customers who had participated in PAG in December 2014 and officially launched to all customers in January 2015. The chart below shows the trajectory of PAG Gas participation for January 2015 through April 2016. The two charts below show the number of participants by customer type (on the left) and the percentage of total gas usage by customer type (on the right). As shown, the vast majority of participants are residential customers—as was the case with the PAG (electric) program. The bulk of the participation in terms of gas usage is for City facilities. Very few commercial customers have participated in the program to date. Page 6 of 10 Approximately 4.1% of the City’s residential natural gas customers have signed up for PAG Gas as of the end of April 2016. In July 2015 all City facilities began participating in the program for 100% of their gas usage. With increased marketing and outreach effort, the City expects to achieve the 20% customer participation goal by 2020 and expects those participants to represent more than the 10% of total gas usage goal. The PAG (electric) program reached 20% customer participation levels—with the bulk being residential customers—but the program achieved participation representing only about 4% of the total electric usage (since the majority of participants were residential customers who use less than 20% of the electricity used in the City). All offsets purchased to date have been from a livestock methane capture project. The PAG Gas rate is 12₵/therm—5₵/therm for the environmental offset and 7₵/therm to cover administrative costs. The offset cost will change with the market. Administrative costs per them will decline once the program has achieved greater penetration. The 12₵/therm rate equates to an avoided GHG emissions cost of approximately $22 per ton of CO2e. A typical residential participant pays approximately $5 per month to offset their GHG emissions. Alternative Opt-Out Program PAG Gas could be changed from its current opt-in design to an opt-out program. An opt-out program would mean that all customers would be automatically enrolled in the program, but could voluntarily leave the program at any time. Alternatively, customers could be provided an initial window of time to express their opposition to enroll before being automatically enrolled. Regardless of how any opt-out program is structured and launched, the City would need to provide a means for customers to exit (and enter) the program at any time. Opt-out programs are known to have much higher participation rates than opt-in programs. According to the Department of Energy, for Community Choice Aggregation programs: “The lowest participation rate for opt-out programs that offer a renewable energy component is around 75% compared to the highest participation rates in the low twenties for the most Page 7 of 10 successful opt-in utility green power programs.”5 Staff estimates that 15%-20% of customers will opt-out of the program although this rate is highly uncertain, especially for the small commercial class. At its October 7, 2015 meeting the UAC heard public comment on , and discussed the merits and drawbacks of, an opt-in versus an opt-out structure for the voluntary program. The minutes from that meeting are provided as Attachment A. Program Cost Comparison Costs associated with an opt-out program, however, are not negligible. Extensive public education and outreach would be needed to inform CPAU natu ral gas ratepayers of the new program parameters and the new affirmative steps that such customers would need to take to avoid participating in the program. Communication activities would include direct mail, a detachable card and an ad in the newspaper, and modification to the program tool on the City’s web site for a total cost of $100,000. Changes to the billing system are estimated to cost $400,000 for the initial design, testing, and launch. Ongoing program management costs are estimated to be $40,000 per year, an insignificant impact on the PAG Gas rate. Customer Service will certainly experience a large increase in calls from the public. Those costs are not included in the analysis. The following is an estimated cost comparison between the two approaches. Opt-in Program Opt-out Program Units Current Post- 2020 First Year Subsequent Years Participation % of gas usage 6% 10% 90% 80% GHG emissions reduced tons1 9,000 15,000 135,000 120,000 Offset Cost $/ton2 9.25 9.25 9.25 9.25 ₵/therm 4.4 4.4 4.4 4.4 Administrative cost $/year $/ton $120,000 13.16 $85,000 5.66 $400,000 2.96 $40,000 0.33 ₵/therm 7.0 3.0 1.6 0.5 Total Cost Retail Rate $/ton 22.46 14.91 12.21 9.58 ₵/therm 12 8 6 5 Residential Bill Impact3 $/month 4.32 2.88 2.16 1.80 Notes: 1 GHG emissions based on projected gas usage of 28.5 million therms per year (150K tons CO2e) 2 Offset costs will adjust with market conditions 3 Median residential customer gas use: 54 therms/winter month and 18 therms/summer month Customer Engagement and Relationship CPAU places a high value on customer satisfaction, and an opt-out program is likely to damage CPAU’s relationships with at least some of its customers. Certain aspects of an opt-out program structure are reminiscent of the telecommunications industry “slamming” debacle of the 1980s. 5 See http://apps3.eere.energy.gov/greenpower/markets/community_choice.shtml accessed May 2, 2016. Page 8 of 10 Pacific Gas and Electric Company’s SMART meter roll-out is another example of a program thrust upon customers that resulted in a negative backlash. CPAU works diligently to be responsive to customer demands by providing programs and services that meet customer needs. Customers can be grouped into program supporters or opponents as follows: Customer Opt-In Program Opt-Out Program Active Supporter Participates in PAG Gas Supports, would not opt out Passive Supporter Intend to opt in, but have not prioritized signing up Supports, would not opt out Unaware Supporter Would opt-in, but have not heard about it Would not opt out Ambivalent Don’t pay attention, or care either way Unlikely to opt out Unaware Opponent Would not opt in Prefers to opt out, but not paying attention to the City’s messaging or the resulting changes to their utility bills Passive Opponent Would not opt in Doesn’t support the program, but unlikely to prioritize opting out Aware Opponent Would not opt in Really don’t want to participate but feel guilty or embarrassed about opting out, especially if the program is characterized as being environmentally friendly Active Opponent Would not opt in Would opt-out of the program Customers in the first three groups support the program and would be expected to ultimately become participants in an opt-in program if they were aware of it and it was convenient to sign up. An opt-out program would immediately increase participation by capturing those who would support the program, but have not opted in for a variety of reasons. Higher participation in an opt-out program relies on those who are ambivalent, or opposed to the program, but won’t opt-out for a variety of reasons. Placing customers in a program without their prior consent is a practice at odds with the customer care standards CPAU strives for on a daily basis. Customers who are not engaged can easily turn into angry customers when the change is finally noticed. Some customers may be unlikely to vocally oppose the program, but may have lingering negative feelings about CPAU. An opt-out program has the potential to cause irreparable damage to CPAU’s customer relations and reputation. Legal Considerations If PAG Gas is expanded to make opt-out the default setting for all customers, new program rules clearly defining program terms and conditions will need to be carefully crafted and adopted by City Council. Expansion of the PAG Gas program to include all customers is effectively a rate increase and must be adopted by the Council. The City’s gas rates are cost- based, in compliance with Proposition 26, so any changes to the PAG Gas program must be Page 9 of 10 cost-based as well. In addition, it is important that the public be fully informed concerning the PAG Gas program’s terms and conditions, particularly the process customers must follow to opt out of the program and any refund process and potential refund funding source, for customers wishing to opt out. All of the options discussed in this staff report, including an opt -out program structure, procurement of offsets to cover the entire portfolio of GHG emissions associated with the City’s natural gas usage and any biogas/green gas resource procurement may require the City to modify its existing contractual relationship or to secure new agreements. Other Voluntary Offset Programs Staff is aware of several voluntary green natural gas programs in the U.S. and Canada. Staff is not aware of any opt-out programs. Renewable Portfolio Standard (RPS) for Natural Gas In 2015 a California Senate bill was introduced that would have compelled natural gas sellers to provide a specific percentage of renewable gas supplies during certain compliance periods. In essence, this bill would have established an RPS for gas similar to that for electricity. This bill died in the legislative process. Unlike electricity, renewable physical supply options for natural gas are limited and expensive. Biogas as a component of Palo Alto’s supply portfolio will be reconsidered in 2020 when PAG Gas is re-evaluated. Carbon Neutral Gas Portfolio Alternative Using offsets to neutralize the GHG emissions of the entire gas portfolio is a cost -effective alternative with merits and drawbacks. Maximum reductions in GHG emissions would be achieved at the lowest possible cost, essentially the cost of the offset with minimal administrative overhead. All customers would be subject to a rate increase of approximately 5% (at current costs for environmental offsets). Residential customers would experience a bill increase of less than $2 per month, similar to the long-term cost for the opt-out voluntary program. Such a change would need to be fully vetted and approved by Council. Instead of using offsets, the gas portfolio could be backed by physical green gas (“biogas” or “biomethane”). As stated above, staff evaluated this option in the past—most recently in April 2013—and could conduct a new analysis of this option by updating the market prices and availability for green gas. To reduce the cost impact of buying green gas for the gas port folio— and the GHG emissions reductions—the portfolio could include green gas for a portion (e.g. 25%) of the portfolio. Alternately, a green gas portfolio standard could increase over time (e.g. start at 10% in 2018 increasing to 100% by 2030). RESOURCE IMPACT As the PAG Gas program is a revenue neutral, voluntary program, there is no net impact on CPAU’s financial resources. If the PAG Gas program was replaced with a carbon neutral gas portfolio for all customers, a rate increase would be necessary to cover the cost of the offsets. If the program was terminated and the gas portfolio for all customers included a green gas standard, program costs would increase depending upon the fraction of green gas in the portfolio. POLICY IMPLICATIONS The Council -approved Utilities Strategic Plan includes an objective to offer programs to meet the needs of customers and the community. Strategy 4 in the Council -approved GULP states: Reduce the carbon intensity of the gas portfolio in accordance with the Climate Protection Plan by: c. Designing and implementing a voluntary retail program using reasonably priced non -fossil fuel gas resources; and d. Purchasing non -fossil fuel gas for the portfolio as long as it can be done with no rate impact. ENVIRONMENTAL REVIEW Continued implementation of the PAG Gas program does not meet the definition of a project, pursuant to section 21065 of the California Environmental Quality Act (CEQA). Under the existing PAG Gas program, where the City will receive CO2e output from offset projects that will constitute a project for the purposes of CEQA, or for projects located outside of California, NEPA or other applicable state environmental statutes. Offset project developers will be responsible for acquiring necessary environmental reviews and permits as offset projects are developed. The discussion of potential modification to the PAG Gas program discussed in this staff report with no proposed action being taken at this stage also does not meet the definition of a project under CEQA. Any modifications to the program proposed subsequently will undergo independent analysis for applicability of CEQA. ATTACHMENT A. Excerpted final Minutes from the October 7, 2015 Utilities Advisory Commission Meeting PREPARED BY: REVIEWED BY: DEPARTMENT HEAD: la Dailey, Senior Resource Planner --) ne Ratchye, Assistant Director, Resource Management Ed Shikada, Interim Director of Utilities Page 10 of 10 EXCERPTED FINAL MINUTES OF THE OCTOBER 7, 2015 UTILITIES ADVISORY COMMISSION MEETING ITEM 2. DISCUSSION: Conversion of the PaloAltoGreen Gas Program From an Opt-In to an Opt-Out Program Chair Foster noted that this item is on the agenda due to support for the idea expressed from members of the community. Public Comment Sandra Slater commended the commission for keeping sustainability on the agenda. She said that it's time to move the needle now. She noted that research shows that participation will be much higher if the program was converted to an opt-out program. She said that the program could be changed to make the program supportable by all income levels. Converting the program to an opt-out program is something the City could do that would have an immediate, positive impact. Lisa Van Dusen said that the program is not perfect since it is backed by offsets, but we shouldn't let the perfect be the enemy of the good. We could pay even more by purchasing more aggressive offsets. There could be mechanisms to get out of the program during an "amnesty period" and low income customers on the Rate Assistance Program could be retained as opt-in customers. She said that there was so much staff effort for the PaloAltoGreen (electric) program just to achieve 24% participation and that there would be savings from lower marketing and administration costs in an opt-out program. Chair Foster said that the money paid by PaloAltoGreen Gas (PAGG) program participants fund offsets that pay to convert waste into methane that is burned to produce renewable electricity at a dairy farm in Wisconsin and that this wouldn't be done without the revenue from the offsets. Assistant Director Jane Ratchye indicated that this is correct. She said that the offsets that back this program are very high quality as they are selected only from those protocols that have been certified for use in the state’s cap -and-trade auction by the California Air Resources Board. One of the requirements of those protocols is that the off set be “additive”, or from a project that would not have been done without the monetary support from the sale of the offsets. Chair Foster said that he supports an opt-out program and that the additional cost is only $5 to $6 per month for the average resident. Commissioner Ballantine noted that there are ongoing costs to maintain an anaerobic digester. He said that people who opt-in are causing something real to happen. The greenhouse gas ATTACHMENT A emissions reductions from those sources would not otherwise happen without programs like PAGG. Vice Chair Cook noted that the PaloAltoGreen (PAG) Electric program was effectively converted to cover everyone via the carbon neutral program and was a great way to transfer the new goal. He asked why PAGG was not made an opt-out program originally. Vice Chair Cook added that Community Choice Aggregation (CCA) programs were successful because they were opt - out programs. Ratchye replied that the carbon neutral electric supply is not the same as PAG and that it was not developed as a transition from PAG. She noted that PAG purchased Renewable Energy Certificates (RECs) for 100% of a residential customer’s load at a cost of 1.5 cents/kWh, or about 12% more than the normal electric rate. On the other hand, the carbon neutral electric supplies consist of about half carbon-free hydroelectric supplies, renewable supplies that are eligible under the state’s Renewable Portfolio Standard (RPS) and that RECs are purchased for the balance of the needs. It is expected that by the end of 2016, the City’s RPS will be 57% and with hydro supplies (given a normal hydro year), no RECs will be needed for carbon neutral electric supplies. She said that the state’s new goal for an RPS of 50% would result in carbon neutrality anyway at no additional cost in a normal hydro year. However, the increased cost of PAGG for participants is 12 cents per therm, or about 12% more than the normal gas rate of about $1 per therm. She said that the additional cost for PAGG was a consideration for making the program an opt-in program like PAG when the program was originally conceived. In addition, the program was just launched in January 2015 (and has yet to roll out a comprehensive marketing campaign for the program) and staff was hoping to determine the community’s appetite for the program. Ratchye agreed that CCAs are successful opt-out programs, but that they are generally no more costly than the alternative from the local utility so participants are not paying any extra to be “slammed” into a CCA. Vice Chair Cook said that our rates are allowed to go up with the carbon neutral electric supplies and asked what the threshold is for an opt-out versus an opt-in program. Chair Foster replied that the comparison of PAGG to the carbon neutral plan is diffe rent—like apples and oranges—since the carbon neutral electric supplies is not an opt-out, or opt-in, program, but is the electric supply for all customers. The percentage increase in cost to electric rate payers by going carbon neutral is small compared to the percentage increase to a customer by paying for participation in PAGG. He said that PAGG should be compared to the PAG electric program. Chair Foster asked if there is any legal reason that City Council could not adopt an opt -out program. Senior Deputy Assistant City Attorney Jessica Mullan said that a legal analysis would have to be completed and the answer may depend on the program design. Commissioner Schwartz asked if the point of the program was to reduce gas use or raise revenue. Chair Foster responded that neither of those options is the point, but that the objective is to reduce greenhouse gas (GHG) emissions associated with customers’ gas use. Commissioner Schwartz said that she agreed that more people will do an opt -out program, but that we need to make sure that participants truly want to participate. We need to provide a very easy way for people to opt-out and not be penalized for any of the months they were enrolled if they don’t want to be. A good outreach campaign could be a good way to increase awareness of the issue and it could have an impact of increasing customers’ awareness. She said that the program could be a bridge for people to become more conscious of using energy and would not just be a way to buy ourselves out of the problem. Commissioner Hall suggested that we not act too hastily, but develop a program like this over time, similar to the carbon neutral portfolio adoption. He said that he suspects that there would be a percentage of consumers that would find out later that they were enrolled in a “voluntary” program and feel cheated. A way forward could be to develop a carbon negative plan and start with a surcharge that would fund a solution to global warming. He said it could be a program that would be broadly advertised to ensure that everyone would be aware of the program. Commissioner Schwartz noted that she had seen an effective “cow power” video, which is an example of how the communication can be done in a playful way that would let people understand that we are in this together, which is a compelling message for many people. She added that it would be a good messaging experiment. Commissioner Eglash thanked the public commenters. He also complimented the UAC for placing the item on the agenda and allowing this discussion to take place. Commissioner Eglash said that when he weighs the advantages and disadvantages of opt -in versus opt-out, he would like to avoid disgruntled customers and any worry about customer satisfaction. The greatest danger of an opt-out plan is potential customer dissatisfaction. We devote a lot of time to customer satisfaction with the utility. He said it is more risky in this respect and as the price becomes significant, the danger becomes worse. He said that, with a full marketin g campaign, is it still plausible that people would not be in the program that wouldn't want to be. He added that perhaps a very successful campaign would result in the same participation of an opt -out and an opt-in program. Commissioner Eglash indicated that he is leaning towards maintaining PAGG as an opt-in program. He added that there should be no action on the item at this time since there is no staff analysis, no fiscal analysis or legal analysis completed at this time. The discussion is conceptual at this point; there is no proposed design for an opt-out program. Chair Foster indicated that he disagrees that the participation rates for opt -in versus opt-out will converge with a great marketing campaign. He added that this is a discussion item on the agenda tonight so no action can be done. Commissioner Schwartz said that customer satisfaction depends on transparency. The fact that CPAU cares about being green will show that an opt-out program is consistent with the brand. She added that safeguards to allow folks to opt-out will be consistent with transparency. Commissioner Eglash said that many people in Palo Alto take pride in the City’s environmental efforts. He stated that safety, reliability, and low cost are primary considerations and to impose a greener solution that costs extra money is hazardous and must be done carefully. Commissioner Ballantine noted that offset resources are finite and that pressures from supply and demand will eventually bite us as the price for offsets will in crease as demand increases. He added that an opt-out program would require sufficient offsets to be supplied. Commissioner Danaher said that the PAGG program has an environmental benefit, a psychological benefit, and a moral benefit. He said that the best idea is to make the program neither opt-in or opt-out, but our gas supply for everyone. He added that an opt-out program still allows people to opt-out easily since it could be very easy to go to the website and opt out. Commissioner Hall said that we could conduct a poll to see what the customers’ response would be to an opt-out program. He said that we should want to have this information before making a decision. Commissioner Schwartz advised against a poll as it would defeat the purpose of communicating the benefits of an opt-out program. Commissioner Danaher added that the poll would only be answered by the small number of people who read and respond to email. Commissioner Foster said that the program could be designed so that anyone who failed to opt-out early enough could still get their money back. He asked if the UAC could make a motion to recommend that the Council direct staff to develop an opt -out program. Director Fong stated that it can be added to the rolling calendar. Mullan added that the item is agendized as a discussion item and that the Commission can add it as a future item to be agendized under Item 4 on this meeting’s agenda. Vice Chair Cook thanked the public commenters. Commissioner Hall added his appreciation of the input from the public commenters, even if some commissioners disagree. Page 1 of 6 3 MEMORANDUM TO: UTILITIES ADVISORY COMMISSION FROM: UTILITIES DEPARTMENT DATE: JUNE 1, 2016 TITLE: Staff Recommendation that the Utilities Advisory Commission Recommend the City Council Approve the Proposed Low Carbon Fuel Standard Credit Program, Including the Use of Revenues from the Sale of Low Carbon Fuel Standard Credits REQUEST Staff requests that the Utilities Advisory Commission (UAC) recommend that the City Council approve the proposed Low Carbon Fuel Standard Credit program, including the use of revenues from the sale of Low Carbon Fuel Standard Credits. EXECUTIVE SUMMARY The California Air Resources Board (CARB) developed the Low Carbon Fuel Standard (LCFS) program in compliance with AB 32 (the Global Warming Solutions Act of 2006) to reduce the carbon intensity of transportation fuels used in California by 10% by 2020. Electric utilities that provide electricity to charge electric vehicles (EVs) are eligible to receive LCFS credits. The City began participating in the program in April 2014 and CARB has been allocating LCFS credits to the City since then. The credits accumulated the past two years are currently valued at $600,000. The value of future credits is expected to be $500,000 to $1 million per year through 2020 as the number of EVs increase in Palo Alto. These credits are intended to be sold to providers of transportation fuel in the state. The regulations require the City to use all proceeds from the sale of LCFS credits received for EVs to benefit current or future EV customers, educate the public on the benefits of EV transportation , and provide rates that encourage off-peak charging to minimize grid impacts. The City must also provide CARB an annual compliance report. The CARB regulations also allow dispensers of compressed natural gas (CNG) to earn LCFS credits. Since the City dispenses CNG at the Municipal Service Center, it is eligible to receive LCFS credits worth about $30,000 per year. Page 2 of 6 The City’s proposed LCFS program complies with CARB’s regulatory requirements and is designed to direct revenues from the sale of the LCFS credits for the benefit of EV and CNG vehicle owners. The program includes rebates for EV chargers, discounts to utility connection fees, the exploration of discounts for off-peak charging, encouragement of flexible charging, education and outreach. The program meets the State’s objective of reducing the carbon intensity of transportation fuels and the City’s Sustainability and Climate Action Plan goal of reducing the City’s carbon footprint by 80% by 2030. BACKGROUND CARB’s LCFS program aims to reduce the carbon intensity of transportation fuels used in California by 10% by 2020. The primary method for reducing the carbon content of transportation fuels is by blending standard fuels with fuels such as cellulosic ethanol or biodiesel which have lower carbon intensities than traditional fuels. Electricity and CNG are also recognized as low carbon intensive transportation fuels. CARB adopted the most recent version of LCFS regulations in September 2015, effective January 1, 2016. Electric utilities that provide electricity to charge EVs are eligible to receive LCFS credits based on the number of EVs registered in their service territory and the amount of electricity dispensed.1 CARB approved the City of Palo Alto Utilities’ (CPAU’s) application to participate in the LCFS program in April 2014, and has been allocating LCFS credits to the CPAU since then. Under CARB’s formula, Palo Alto received 1,855 credits in 2014, 3,311 credits in 2015, and anticipates receiving 4,500 credits in 2016. As of March 2016, Palo Alto had approximately 1,300 EVs. CNG related credits are based on the amount of CNG actually dispense d at the City’s CNG fueling station. In 2016 the City anticipates dispensing approximately 12 million cubic feet of CNG and receiving about 270 credits. At the prevailing market price of $116 per credit, the sale of credits allocated in 2014 and 2015 is expected to yield $600,000. Revenues from the sale of 2016 credits are expected to be $500,000. With projections of 3,000 to 5,000 EVs in Palo Alto by 2020, the revenue from LCFS sales credit could range from $800,000 to $1.2 million per year by 2020. The value of credits related to CNG is projected to be $30,000 per year and projected to stay relatively flat through 2020. In March 2016 Council approved a master agreement template to enable the City to sell LCFS credits to transportation fossil fuel providers in California (Staff Report #6489). Staff anticipates using this template to make the first credit sale in late spring 2016 in order to fund the programs described in this report. These projected revenues and costs are included in the fiscal year (FY) 2017 budget request. 1 CARB’s LCFS program overview is provided here: http://www.arb.ca.gov/fuels/lcfs/lcfs.htm Page 3 of 6 DISCUSSION Use of EV Related LCFS Funds Electric distribution utilities like CPAU that receive LCFS credits must comply with the regulatory requirements outlined in California Code of Regulations Sec. 95483(e)(1) in order to receive credits, including: (A) Use all credit proceeds to benefit current or future EV customers; (B) Educate the public on the benefits of EV transportation (including environmental benefits and costs of EV charging, or total cost of ownership, as compared to gasoline); (C) Provide rate options that encourage off-peak charging and minimize adverse impacts to the electrical grid; and (D) Include in annual compliance reporting the following supplemental information: an itemized summary of efforts to meet requirements (A) through (C) above and costs associated with meeting the requirements. After engaging with industry and community stakehol ders, staff explored a number of programs for using the LCFS funds, and screened the options based on the following criteria:  Cost and simplicity of program administration;  Breadth of EV customer segments to which program would be applicable;  Impact on the rate of EV adoption; and  Potential funds that could be utilized in the program option. Outlined below is a list of the program options identified and their relative merits based on the criteria. A presentation of the relative merits of the options is provided in Attachment C. The following options may be considered in the future, but were determined to be not ready for implementation in the initial phase of the program: 1. Discount Development Center permit fees related to EV charger installations. Such a program would waive or discount the permit fee related to EV chargers which currently range from $160 for residential chargers to $560 for commercial Level 3 chargers. This option was initially found to be administratively burdensome. 2. Provide cash rebates to EVs registered in Palo Alto . This would likely require EV owners to apply online with their vehicle registration information. The rebate could be one-time or annual. The large investor-owned utilities in California and the Sacramento Municipal Utility District are contemplating this type of a program. Since this option was administratively burdensome and could consume the bulk of the funds available, it is not recommended at this time. Staff feels that the funds could be better utilized in other LCFS program options and that such a rebate would not be a significant influence for those contemplating an EV purchase. 3. Discount or provide free charging at public EV charging stations. This option wa s found to be suboptimal for Palo Alto because free charging may attract EV owners that casually take Page 4 of 6 the opportunity since charging is free, an impact that crowds out EVs that need to charge and are willing to pay for the service. The following options were determined to be the best ones for CPAU’s initial LCFS program: 1. Rebates for the installation of Electric Vehicle Supply Equipment (EVSE, or chargers). Staff determined that providing rebates for EVSE installations at underserved segments of the market would be valuable. Those market segments include public and non-profit buildings as well as at at private buildings with multiple tenants, such as multi-family or mixed use buildings or on corporate campuses. The landlord, property owner, or tenant would own the EVSE, not the City of Palo Alto. 2. Discount electric utility fees associated with upgrading electric services due to the installation of EV chargers. The utility connection fees are periodically required if the installation of chargers at homes requires a utility service upgrade2. Such upgrades have been triggered a dozen times the past year. The related fees ranged from $400 to $9,000, with an average fee of $1,300. This use of the LCFS funds was identified as a preferred option. Utility Rate E-15 and related Utility Rules and Regulations may have to be modified to reflect this discount. 3. Discount off-peak electric rates for residential customers to encourage off-peak EV charging. Though this option has many implementation hurdles, the option was identified as an option that merits further investigation for possible implementation in the future. 4. Provide a payment to customers who provide CPAU access to their EV charging patterns via the telematics in their EV or their charging equipment. This i nformation will assist CPAU better assess impacts of such charging systems on the distribution grid and seek EV customer interest in various EV-related Utilities programs. This was identified as a preferred option, though all elements related to harnessing the information provided are not yet fully defined. 5. Fund education and outreach efforts. This is a key element to enable EV adoption at a rapid clip and was identified as a preferred program to fund. This may include the cost of temporary staff resources or a third-party program manager or administrator. Initial EV Related LCFS Program Details Based on staff’s analysis of program options, the following rebate/discount amounts are proposed for inclusion in CPAU’s initial LCFS program. The City Manager will determine the final details and make any modifications, as necessary, to respond to changes in technology, funds available and costs for various program components. Detailed eligibility and guidelines for each of the programs will be provided on the City’s website. The initial program and designation of funds by program area is summarized below and more detail is provided in Attachment B. 2 When a customer wishes to install EVSE at home, an upgrade to their home’s electric service may be required. Per CPAU Utilities Rule and Regulation 18: “The Customer is responsible for all costs associated with relocation or modification of Utility Service.” The costs are determined based on Utility Rate Schedule E -15 and periodically EVSE projects require the preparation of a cost estimate. Customers are invoiced for the labor and material costs, excluding the cost of the transformer itself. Page 5 of 6 LCFS Program Area Funds Expended Annually Rebate of up to $3,000 for the installation of EVSE at non -single family residential buildings and parking areas. To ensure that funds are dispersed over many locations, a limit of 3 EVSEs per location is recommended for non-public locations. Similarly, allocation to all Palo Alto Unified School District (PAUSD) locations is recommended to be limited to $30,000 per fiscal year for EVSE installations. $225,000 to $375,000 Discount the Utilities Connection fee related to the installation of EVSE in single family and multi-family residential applications for up to $3,0003. $30,000 to $60,000 Discount off-peak electricity rate of residential customers with registered EVs who elect to be on the time-of-use electricity rate. $40,000 to $150,000 Rebate of $300 for EV owners who provide CPAU access to information related to their EV charging patterns. <$30,000 Fund educational and outreach activities to facilitate early adoption of EVs at $20,000/year and an additional $20,000/year to fund related staffing needs $40,000 Use of CNG Related LCFS Funds While EV related LCFS credits account for more than 90% of the funds, LCFS credits related to dispensing CNG will generate approximately $30,000 annually. CARB’s regulations do not impose specific requirements for how regulated parties must use revenues earned from the sale of CNG-related LCFS credits, but staff’s proposal is to use the funds to expand the use of CNG vehicles. Staff’s primary recommended use of these funds in FY 2017 is for the installation of a credit card reader at the pump to expand the number of CNG vehicle owners that could use the station. In subsequent years, the funds could be used for annual service and maintenance costs for the public CNG station, and if funds remain, they could be used to explore purchasing carbon neutral CNG (e.g. using certified environmental off-sets or renewable natural gas supplies) or reduce the CNG retail rate charged. Reporting Requirements The current LCFS regulation extends through 2020, but it is expected to be extended. Hence, staff recommends revisiting the LCFS Program in 2020. As required by the regulations, s taff will file various quarterly reports to CARB to claim credits, and annually report on the use of funds. Staff will report to Council annually on the progress and impact of the LCFS and may request changes to the LCFS Program if additional or alternative uses of funds are identified. A balancing account will be maintained to smooth out short -term fluctuations in annual revenue and expenses. 3 Staff may seek modifications to the Utility connection fee schedule E-15 to incorporate this program. City Manager to Manage Program The City Manager may change the rebate amounts annually or suspend them based on funds available. Under the program, the City Manager may make changes to the programs and implementation details to optimally utilize the revenues to benefit EV and CNG vehicle owners. RESOURCE IMPACT The revenue generated by participating in the State's LCFS program is estimated to be $500,000 to $1 million per year. Staff time of approximately 0.25 FTE will be required to administer this program; existing staffing resources will be utilized for this effort. Funds from the program revenues may be allocated to hire temporary staff to manage tasks related to encouraging EV adoption. POLICY IMPLICATIONS The recommendation is consistent with City's 2011 Electric Vehicle Infrastructure Policy and the draft 2016 Sustainability and Climate Action Plan. ENVIRONMENTAL REVIEW Approving a program to utilize LCFS revenues does not meet the California Environmental Quality Act's definition of a "project" under Public Resources Code Section 21065, thus, environmental review is not required. ATTACHMENTS A. Program for the use of Revenues from the sale of LCFS Credits B. Outline of Palo Alto LCFS Program Implementation Details C. Relative Merits of LCFS Program Options PREPARED BY: REVIEWED BY: APPROVED BY: ANNE-LAURE CUVILLIEZ, Management Specialist ~HIVA SWAMI NATHAN, Senior Resource Planner (J' C2~t .Director, Resource Management ED SHIKADA Assistant City Manager/Interim Director of Utilities Page 6 of 6 Attachment A 1 CITY OF PALO ALTO PROGRAM FOR USE OF REVENUES FROM THE SALE OF LOW CARBON FUEL STANDARD CREDITS Low Carbon Fuel Standard (LCFS) credits are allocated to the City of Palo Alto by the California Air Resources Board (CARB) based on the estimated amount of electricity used by electric vehicles (EVs) served by City of Palo Alto Utilities (CPAU) and Compressed Natural Gas (CNG) dispensed at the Municipal Service Center for CNG-fueled vehicles. The City’s Program for the use of revenues from the sale of LCFS credits outlines the types of programs the City intends to promote to meet state’s objective of reducing the carbon intensity of transportation fuels , in compliance with the state’s LCFS regulations1. A. Use of Revenues from the Sale of LCFS Credits for Electric Vehicles The City may use revenues from the sale of LCFS credits to provide customer rebates, discounts or funding for the following purposes: 1. Provide rebates for the installation of Electric Vehicle Supply Equipment (EVSE) at non- single family residential buildings and parking areas. 2. Discount the Utilities Connection fee related to the installation of EVSE in single-family and multi-family residential buildings. 3. Discount off-peak time electricity rate of residential customers, with registered EVs, who elect to be on the time-of-use electricity rate. 4. Pay EV owners who provide CPAU access to information related to their EV charging patterns and are willing to be part of CPAU’s voluntary demand response program 5. Fund CPAU programs designed to lower the cost of electric utility services for EV charging or to enable EVs owner to modulate charging patterns to lower charging cost. 6. Educational and outreach activities to accelerate adoption of EVs B. Use of Revenues from the Sale of LCFS Credits for CNGVs The City may use the LCFS credit sales revenues to facilitate CNG vehicle adoption in the following order of preference: 1. Fund capital and maintenance costs associated with the CNG station at the Municipal Service Center to facilitate expanding the CNG vehicle customer base. 2. Fund activity to dispense carbon neutral CNG (e.g. use of certified environmental off- sets or renewable natural gas supplies). 3. Reduce the CNG retail rate charged for vehicles. C. City Manager Authority 1. The actual rebate and discount amounts and individual program budgets shall be based on funds available and shall be determined by the City Manager. The CNG retail rate, 1 Currently set forth in Title 17 of CA Code of Regulations, Section 94580, et. seq. Attachment A 2 including the discount offered based on available LCFS sales revenue available, shall be determined by the City Manager. 2. The City Manager is authorized to: a. Annually make changes to the programs and implementation details to optimally utilize the revenues to benefit of EV and CNG vehicle owners. b. Suspend the rebates if funds are depleted or if a program is found to be ineffective at meeting stated program goals or regulatory requirements. D. Program Term and Reporting Requirements 1. This Program shall be in place until December 31, 2020, unless revised by Council. 2. The Council shall be provided annual reports on the sale revenues and expenditures associated with the LCFS program and this policy. 3. The rebate amounts and related detailed guidelines shall be published on the City’s website. Attachment B 1 Outline of Palo Alto’s Initial (FY 2017) LCFS Program Implementation (To be updated annually by the City Manager as appropriate) 1. Rebate for the installation of EVSE A. Multi-family residential, mixed use, and commercial building garages and parking areas (1) EVSE must be installed in a shared parking location not assigned or dedicated to particular tenants or owners, but available to any tenant, owner, employee or guest. In a rental apartment building, assigning a space to an EV owner is allowed. (2) Information about EVSEs receiving a rebate shall be posted on public EV station locaters on the internet, and to the extent possible, made available to the public. (3) Rebates may cover up to 75% of the total cost of the installation including the cost of the EVSE, electrical wiring, and all capital costs related to the installation. (4) Rebate limited to $3,000 per EVSE installed up to a maximum of 3 chargers per service address. B. Public Buildings and not-for-profit organizations (1) Information about EVSEs receiving a rebate shall be posted on public EV station locaters on the internet and made available to the public. (2) Rebates may cover up to 100% of the total cost of the installation including the cost of the EVSE, electrical wiring, and all related capital cost. (3) A rebate shall be $3,000 per EVSE installed, with a maximum rebate of $9,000 per service address with the installation of 3 chargers. C. Palo Alto Unified School District (PAUSD) Facilities (1) Allocate up to $30,000 per fiscal year towards EVSE installations in PAUSD facilities. (2) Rebates may cover cost of electrical wiring, cost of EVSEs and all related cost for up to 100% of the total cost. (3) The anticipated reimbursement per EVSE is $3,000, but in no event shall it exceed $5,000 per EVSE installed. (4) If networked EVSEs are installed, PAUSD shall provide access to the EVSE charging information to CPAU. D. Additional requirements for EVSE receiving rebates: (1) All EVSE rebates above are based on Level 2 EVSEs with 30A circuits or larger. In the event Level 2 EVSE is suboptimal for a location, to claim a $3,000 EVSE rebate, the City requires the installation of two units of Level 1 EVSE with 20 A circuits. All EVSEs for which rebates are requested are encouraged to be equipped with a J1772 plug. (2) Physical signage for easy identification of EVSE location. (3) The three EVSEs per service address limit may be increased for a publicly accessible parking location if applicant can demonstrate need. Attachment B 2 (4) The rebates for EVSEs may not be provided to install EVSEs already required by the City’s Building Code.1 2. Rebate for Utilities Connection Fee A. Provide a rebate on the utility connection fee to residential single- and multi-family customers, when the installation of an EVSE triggers the need for a utility service upgrade. B. The rebate could cover the full cost of the fee2 for up to $3,000 per utility service address. 3. Discount night-time electricity rates A. Investigate the merits of providing a night-time electricity use rate discount of about 5 cents per kWh for EV customers, with the objective of lowering the adverse impact of EV charging on the distribution grid and lowering the charging cost to the EV owners. B. If found feasible and desirable, bring a time-of-use electricity rate proposal to Council for consideration and approval. 4. Rebate for EV owners who provide CPAU access to their EV’s charging system A. Provide a rebate to EV owners who are willing and able to provide CPAU access to their networked charging systems and are qualified to participate in CPAU’s Voluntary Demand Response (DR) programs3. B. The rebate this activity shall be a one-time payment of $3004. 5. Fund educational and outreach activities to facilitate early adoption of EVs A. Support community and stakeholder generated initiatives to advance goals of the LCFS program. B. Utilize up to $20,000 per year to fund educational and outreach activities related to facilitating early adoption of EVs. An additional $20,000 may be used to fund staffing needs related to the programs. 1 Palo Alto Municipal Code Section 16.14.420, Ordinance 5324 2 Utility Service Connection Fee is in accordance with Council approved Utility Rate Schedule E -15. Historically, such fees, when triggered, average $1300, but the actual fee could vary widely. 3 Conditions to be qualified to participate in the Voluntary D R program: a) the EV must primarily charge within City of Palo Alto; b) ability for EV owner to communicate and control vehicle charging system remotely; c) EV owners must agree to provide connectivity to the charging system via the EV owner’s charging sys tem service provider; and d) CPAU must have agreements with charging system’s service provide. Access to the connected and communicating charging system may be provided either through vehicle onboard telematics or through the customer EVSE system. Note: CPAU’s voluntary DR programs are and will be designed to reduce the adverse impacts of EV charging on the electrical grid and assist California better integrate intermittent renewable resources. 4 In return for the $300 payment, the expectation is that the EV owner will participate in CPAU’s DR program on a voluntary basis over a 3 to 5 year period. The participation is limited to no more than 15 days per year. Notification will be provided to the EV owner to voluntarily reduce or stop EV charging during sp ecified time periods between noon and 6pm on hot summer days. For details see: Staff Report 3454 of February 2013 Attachment C 1 Relative Merits of Program Options to Return LCFS Credit Value to Current & Future EV Owners in Palo Alto  Annual LCFS credit value of $500,000 in 2016 and increasing to $1 million by 2020 (CY 2014 & 2015 credits worth $600,000)  Objective of Programs: To encourage EV adoption by residents and commuters, and minimize adverse impacts on the electrical grid Criteria for Evaluating → Customer Program Options ↓ [A] Simple and Easy to Admin? [B] Serve large segments of EV customers? [C] Spur new EV Buyers? [D] # of EV or EVSE owners served/year [E] Cost per Customer Served/ year [F] Anticipated Cost/ year [G] Merit of Program through 2020 [H] Segment of current and future EV owners served Notes 1. Discount EVSE Permit Fee for homes, schools & businesses    100-300 $400 $40 to $120k  Residents, businesses Difficult to implement; long term option 2. Annual or one-time rebate for EVs registered in Palo Alto    1,200 existing, 500 new EVs per year $200 to $500 $100k to $300k  High Admin residents Preferred option for CA utilities; not supported by most PA community EV advocates, high admin 3. Discounted or free EV charging at public chargers in Palo Alto    20-40 EV chargers $1,500 /charger if made free $30-60k  Would not make big difference Mainly commuters Do not recommend making EV charging free long term, perhaps discounted by 50%. 4. Rebate installation of EVSE at public & non-profit buildings    25 -50 EVSE per year $3000/EVSE $75 to $150k  Mainly commuters Underserved segment of the EVSE market 5. Rebate installation of EVSE at private buildings with multiple tenants (multifamily, mixed use)    50 -75 EVSE per year $3000/EVSE $150k to $225k  Multi- family residents, commuters Underserved segment of the EVSE market Attachment C 2 Criteria for Evaluating → Customer Program Options ↓ [A] Simple and Easy to Admin? [B] Serve large segments of EV customers? [C] Spur new EV Buyers? [D] # of EV or EVSE owners served/year [E] Cost per Customer Served/ year [F] Anticipated Cost/ year [G] Merit of Program through 2020 [H] Segment of current and future EV owners served Notes 6. Discount CPAU fees for upgrading customer’s electrical service connection, triggered by EVSE installation    10-20 $3k $30-$60k  Easy to administer; valued by customer Single- and Multi- family residential Small number of customers; but reduce uncertainty 7. Use LCFS funds to lower/rebate off-peak electric rates for EV-TOU customers    250 to 1000 @5¢/kWh discount, $150/yr $40k to $150k  Long lead time to set- up Mainly Single- family residential Attractive long term solutions, requires smart meters to implement 8. EV owners provide CPAU access to their charging system    50-100 $300, one time < $30k  Residential and commuters Assist CPAU manage electrical loads through Demand Response 9. Education/ Outreach and staffing    N/A N/A $40k  All As EV penetration increases, value of outreach declines  Level of merit denoted by   Recommended programs highlighted in green Page 1 of 5 4 MEMORANDUM TO: UTILITIES ADVISORY COMMISSION FROM: UTILITIES DEPARTMENT DATE: June 1, 2016 SUBJECT: Staff Recommendation that the Utilities Advisory Commission Recommend that the City Council Amend the Net Surplus Electricity Compensation Rate (E-NSE-1) REQUEST Staff requests that the Utilities Advisory Commission (UAC) recommend that the City Council amend the Net Surplus Electricity Compensation Rate Schedule (E-NSE) as attached. EXECUTIVE SUMMARY Electric utilities must offer Net Energy Metering (NEM) to eligible customers under specific conditions set by state law. One such requirement is that electric utilities establish a Net Surplus Electricity Compensation Rate Schedule to compensate eligible customer-generators for electricity produced in excess of on-site load at the end of each twelve-month period. In December 2010, the City adopted the Net Surplus Electricity Compensation Rate Schedule (E- NSE) rate effective January 1, 2011, to compensate eligible customers for their net surplus electricity at a value of 5.841 cents per kilowatt-hour (kWh), and the rate has remained unchanged since. Staff proposes to update the valuation methodology supporting the E-NSE rate to reflect the City’s avoided cost of local solar from the prior calendar year, updated annually. Using this methodology and 2015 data, the proposed E-NSE rate is 7.21 cents per kilowatt-hour effective July 1, 2016. Staff expects the total cost of energy purchases under the proposed 7.21 cents/kWh rate will be $15,000 to $20,000 a year at full NEM program capacity of 9.5 MW, or $5,000 more per year compared to the current E-NSE rate. The proposed E-NSE rate is a cost-justified rate that meets statutory requirements set out in State law and applies only to NEM customers. BACKGROUND Assembly Bill (AB) 920 (2009) modified the California Public Utilities Code’s terms and conditions for Net Energy Metering (PUC Section 2827, et. seq.). AB 920 required the City Council to establish a Net Surplus Electricity Compensation Rate Schedule effective January 1, 2011, to compensate eligible customer-generators for electricity produced in excess of on-site Page 2 of 5 load at the end of each twelve-month period. The Net Metering Net Surplus Electricity Compensation rate (Utility Rate Schedule E-NSE-1) was adopted by Council in December 2010 (Resolution 9124). Eligible customer-generators may choose to receive their Net Surplus Energy compensation as a monetary bill credit or as cash. Settlement periods are twelve months and are deemed to start when the utility receives the customer’s completed and signed election form. If the customer fails to make an election, electric utilities are not obligated to offer compensation or carry forward the net-surplus electricity: PUC Section 2827(h)(3) requires the City to claim the surplus as its own. State law (PUC Section 2827(h)(6) also requires that the net surplus electricity purchased by the electric utility counts toward the electric utility’s renewables portfolio standard (RPS) annual procurement targets. In December 2010, the City adopted the E-NSE rate to compensate eligible customers for their net surplus electricity at a value of 5.841 cents/kWh, which is based on the average cost of the City’s renewable portfolio standard (RPS) eligible supply contracts in FY2010.This value includes the value of the electricity and renewable attributes, and excludes the value of avoided costs for transmission and losses. The valuation methodology was chosen because of its simplicity and because it does not shift costs between eligible customer-generators and other bundled service customers, in compliance with PUC 2827(h)(5). As of April 30, 2016, the City has 885 eligible NEM customers with a total generating capacity of 7.6 MW. Total net surplus generation over the past four calendar years is shown in Table 1. The aggregate amount of net surplus generation is minimal compared to the City’s total energy purchases1, and predominantly from the residential customer class . The number of net surplus generators is small compared to the overall number of solar customers. Customers may end up producing electricity beyond their on-site needs because of a variety of reasons, including: 1) the customer sized the solar system larger than the current load in anticipation of adopting an electric vehicle, but has not done so yet, 2) the customer decreased load significantly after adopting a solar installation, due to energy efficiency measures or reduced family size, or 3) the solar system was mistakenly sized to be larger than the customer’s on-site needs. Table 1: Historical annual net surplus generation by customer class Customer Class Annual Net Surplus Generation (kWh) 2012 2013 2014 2015 Residential 211,445 238,192 349,857 391,025 Small Commercial 168 212 1,946 4,680 Medium Commercial 0 3 3 0 Total 211,613 238,407 351,806 395,705 1 Net Surplus compensation paid to customers in 2015 totaled $10,605.09, or less than 0.02% of total electricity purchases. Page 3 of 5 DISCUSSION Public Utilities Code Section 2827 describes the terms and conditions of net energy metering, including the requirements for the net surplus electricity compensation rate. Pertinent sections of the PUC Section 2827 are copied below. PUC section 2827 (h) (5) (A): The net surplus electricity compensation valuation shall be established so as to provide the net surplus customer-generator just and reasonable compensation for the value of net surplus electricity, while leaving other ratepayers unaffected. The ratemaking authority shall determine whether the compensation will include, where appropriate justification exists, either or both of the following components: (i) The value of the electricity itself. (ii) The value of the renewable attributes of the electricity. PUC section 2827 (h) (5) (B): In establishing the rate pursuant to subparagraph (A), the ratemaking authority shall ensure that the rate does not result in a shifting of costs between solar customer- generators and other bundled service customers. Staff proposal Staff proposes increasing the net surplus electricity compensation rate to 7.21 cents per kWh, shown in Figure 1, which is calculated based on a historical short-term avoided cost of local solar for calendar year 2015. The value would take effect July 1, 2016, and would be updated annually. The value of 7.21 cents per kWh was determined utilizing historical data and takes into account the value of the energy and congestion, avoided capacity charges, avoided transmission and ancillary service (AS) charges, avoided transmission and distribution (T&D) system losses, and renewable energy credits (RECs), or environmental attributes. The energy component to the overall credit rate is calculated by taking historical wholesale monthly round - the-clock market price data for northern California, and weighting them based on the typical generation profile of rooftop solar PV systems in Palo Alto and the hourly profile of market prices in northern California. In this way, the valuation methodology accounts for the fact that solar energy is often generated at times of peak system demand. Avoided transmission and AS charges are calculated based on the actual charges that the City pays to the California Independent System Operator (CAISO) for these services. The value of the environmental benefits is based on historical market price indicatives for the value of a “Bucket 1” REC. The valuation methodology is consistent with the 2016 electric cost of service analysis (COSA). Page 4 of 5 Figure 1: Value of net metering net surplus electricity rate (E-NSE) The proposal uses an updated valuation methodology for two primary reasons. First, the proposal is consistent with the valuation model used to calculate the proposed NEM successor credit rate for energy exports (proposed Utility Rate Schedule E-EEC), which is also a short-term avoided supply cost of local solar. The only difference in the application of the valuation methodology is that the NEM successor credit rate is a forward -looking value that uses input data for the upcoming fiscal year (FY 2017) and the NEM net surplus electricity compensation rate is a backward-looking value that uses input data from the prior calendar year (CY 2015)2. Second, the prior valuation methodology adopted in 2010 utilized RPS-eligible renewable energy costs, which are all long-term energy contracts, many of which span multiple decades. The proposed valuation methodology is a short-term avoided cost based on market purchases, which is more consistent with how CPAU balances small amounts of energy (such as that from net surplus electricity generators) when managing the electric supply portfolio. ALTERNATIVES There are alternative valuation methodologies that could be used to calculate the net surplus electricity compensation rate that fulfill statutory requirement s. Using the same valuation 2 Net surplus compensation is for generation in excess over the past 12-month period so it uses data from the past year. The NEM successor credit rate (E-EEC) is for energy that will be generated in the future, which is why it uses forecasts for the input data for the next fiscal year. 3.33 1.18 0.53 1.75 0.42 0 1 2 3 4 5 6 7 8 Ce n t s p e r k W h ( ¢ / k W h ) T&D Losses Transmission/AS Capacity REC Energy + Congestion methodology as that adopted in 2010 (average cost of RPS-eligible renewable energy supply excluding transmission), the value of the rate would be 6.835 per kWh for FY 2017 (based on FY 2016 costs). Staff does not recommend this alternative because it does not take into account a variety of avoided costs of local generation and it is inconsistent with the proposed valuation methodology to calculate the NEM successor rate for electricity exports. A second alternative would be to adopt the same value as the proposed NEM successor credit rate for energy exports (proposed Utility Rate Schedule E -EEC), which is 7.485 cents per kWh. Staff also does not recommend this methodology since, although the underlying valuation model is the same, the E -EEC rate is forward -looking and based on input data for FY 2017, whereas net surplus compensation is by definition backward -looking and based on input data from CY 2015. RESOURCE IMPACT Staff anticipates the resource impact due to updating the proposed cost -based net surplus electricity compensation rate schedule for eligible customers will be negligible. Based on the historical levels of net surplus electricity and trends in customer elections discussed above, staff expects the total cost to be approximately $15,000 to $20,000 a year at full NEM program capacity of 9.5 MW. This is an additional $5,000 per year compared to the current E-NSE compensation rate of 5.841 cents/kWh. POLICY IMPACT This recommendation does not represent a change to current City policies. The proposed revisions do not have any policy implications. ENVIRONMENTAL IMPACT The UAC's recommendation to Council on the proposed net surplus electricity compensation rate does not meet the California Environmental Quality Act's definition of a project pursuant to California Public Resources Code Section 21065, therefore no environmental assessment is required. ATTACHMENT A. Net Surplus Electricity Compensation Rate Schedule PREPARED BY: REVIEWED BY: APPROVED BY: AMEE BAILEY, Resource Planner HYELA,ssistant Director, Resource Management ED SHIKADA Assistant City Manager/'lnterim Director of Utilities Page 5of5 NET METERING NET SURPLUS ELECTRICITY COMPENSATION UTILITY RATE SCHEDULE E-NSE-1 CITY OF PALO ALTO UTILITIES Issued by the City Council Effective 7-1-1-20112016 Sheet No.E-NSE-1 A. APPLICABILITY: This schedule applies to eligible residential and small commercial net meteringNet Energy Metering Customers who, at the end of an annual settlement period, as defined bydescribed in Rule 29, are net surplus customer-generatorsNet Surplus Customer-Generators of electricity and who elect to receive monetary compensation as such preference is indicated on the net surplus electricity election form. This schedule only applies to Customers who participate in Net Energy Metering, and does not apply to Customers that take service under the City’s Net Energy Metering Successor Rate, as each of these terms are defined in Rule and Regulation 2. B. TERRITORY: Applies to locations within the service area ofThis rate schedule applies anywhere the City of Palo Alto provides electric service. C. RATES: Per kWh Net energy compensationSurplus Electricity Compensation rate $0.058410721 D. SPECIAL CONDITIONS 1.Net surplus compensation eligibility will be determined as specified in Rule 29. The determination of a Customer’s net surplus electricity measured in kWh will be based on a twelve-month settlement period. The twelve-month settlement period starts on the date of Interconnection of the facility, or for Customers with dates of Interconnection of their facilities prior to February 1, 2010, on the day after CPAU’s receipt of the Customer’s net surplus electricity election form.Net Surplus Electricity Compensation Rate eligibility shall be determined as specified in Rule 29. Net surplus electricity, as specified in Rule 29, if applicable, will be multiplied by the above compensation rate to determine the Customer’s annual net surplus electricity compensation stated in dollars. This compensation will be provided to the Customer as a credit applied to the Customer’s Utility account. 2.If the Customer does not provide CPAU with an election form selecting a compensation option, the Customer will be deemed to not make an election as required by law, and no compensation will be provided to the Customer for net surplus electricity. 3.In the event a Customer terminates Service prior to the natural expiration of the twelve-month period, the net surplus electricity status will be evaluated at that time. Compensation, if applicable, will be provided in accordance with D.2 above. 4.2.For all otherAdditional terms, conditions and definitions please refer to Rule 29,govern Net Energy Metering Service and Interconnection, as described in Rule 29. {End} ATTACHMENT A