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HomeMy WebLinkAboutRESO 9764DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641 F101 Resolution No. 9764 Resolution of the Council of the City of Palo Alto Approving the FY 2019 Gas Utility Financial Plan RECITALS A. Each year the City of Palo Alto ("City") regularly assesses the financial position of its utilities with the goal of ensuring adequate revenue to fund operations. This includes making long-term projections of market conditions, the physical condition of the system, and other factors that could affect utility costs, and setting rates adequate to recover these costs. It does this with the goal of providing safe, reliable, and sustainable utility services at competitive rates. The City adopts Financial Plans to summarize these projections. B. The City uses reserves to protect against contingencies and to manage other aspects of its operations, and regularly assesses the adequacy of these reserves and the management practices governing their operation. The status of utility reserves and their management practices are included in Reserves Management Practices attached to and made part of the Financial Plans. The Council of the City of Palo Alto does hereby RESOLVE as follows: SECTION 1. The Council hereby adopts the FY 2019 Gas Utility Financial Plan. SECTION 2. The Council hereby approves the transfer of up to $129,000 in FY 2019 from the Rate Stabilization Reserve to the Operations Reserve, as described in the FY 2019 Gas Utility Financial Plan approved via this resolution. SECTION 3. The Council finds that the adoption of this resolution does not meet the California Environmental Quality Act's (CEQA) definition of a project under Public Resources Code Section 21065 and CEQA Guidelines Section 15378(b)(S), because it is an administrative II II II II II II II 180327 jb 6055005 DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 FY 2019 GAS UTILITY FINANCIAL PLAN FY 2019 TO FY 2028 DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641F101 GAS UTILITY FINANCIAL PLAN GAS UTILITY FINANCIAL PLAN FY 2019 TO FY 2028 TABLE OF CONTENTS Section 1: Definitions and Abbreviations ••••••••••...............••....•.....••••••...........•........••............... 4 Section 2: Executive Summary and Recommendations ........•.•.•..................•••....•.......•••••••....•• 5 Section 2A: Overview of Financial Position .................................................................................. S Section 28: Summary of Proposed Actions .................................................................................. 6 Section 3: Detail of FY 2018 Rate and Reserve Proposals ........................................................ 6 Section 3A: Rate Design ............................................................................................................... 6 Section 38: Current and Proposed Rates ..................................................................................... 6 Section 3C: Proposed Reserve Transfers ...................................................................................... 9 Section 4: Utility Overview .................................................................................................. 10 Section 4A: Gas Utility History ................................................................................................... 10 Section 48: Customer Base ........................................................................................................ 11 Section 4C: Distribution System ................................................................................................. 12 Section 4D: Cost Structure and Revenue Sources ...................................................................... 13 Section 4E: Reserves Structure ................................................................................................... 13 Section 4F: Competitiveness ...................................................................................................... 14 Section 4G: Gas Supply Rates .................................................................................................... lS Section 5: Utility Financial Projections ................................................................................. 16 Section SA: Load Forecast .......................................................................................................... 16 Section SA: FY 2013 to FY 2017 Cost and Revenue Trends ........................................................ 17 Section SB: FY 2017 Results ....................................................................................................... 18 Section SC: FY 2018 Projections ................................................................................................. 19 Section SD: FY 2019-FY 2028 Projections .................................................................................. 19 Section SE: Risk Assessment and Reserves Adequacy ............................................................... 20 Section SF: Long-Term Outlook ................................................................................................. 22 March 2018 21 Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN Section 6: Details and Assumptions ..................................................................................... 23 Section 6A: Gas Purchase Costs ................................................................................................. 23 Section 68: Operations .............................................................................................................. 24 Section 6C: Capital Improvement Program {CIP) ....................................................................... 25 Section 6D: Debt Service ............................................................................................................ 27 Section 6E: Equity Transfer ........................................................................................................ 28 Section 6F: Revenues ................................................................................................................. 28 Section 6G: Communications Plan ............................................................................................. 29 Appendices ......................................................................................................................... 31 Appendix A: Gas Financial Forecast Detail ................................................................................ 32 Appendix B: Gas Utility Capital Improvement Program {CIP) Detail ......................................... 33 Appendix C: Gas Utility Reserves Management Practices ... : ..................................................... 35 Appendix D: Description of Gas Utility Cost Categories ............................................................ 39 Appendix E: Gas Utility Communications Samples .................................................................... 40 March 2018 3I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 SECTION 1: DEFINITIONS AND ABBREVIATIONS ABS: Acrylonitirile butydene styrene, a plastic gas main material AMI: Advanced Metering Infrastructure CARB: California Air Resources Board CIP: Capital Improvement Program CNG: Compressed Natural Gas CPAU: City of Palo Alto Utilities Department CPUC: California Public Utilities Commission GAS UTILITY FINANCIAL PLAN Cross-bore: A cross-bore exists when one utility line has been drilled or "bored" through a portion of another line. Gas cross-bores can occur in sewer lines as a result of "horizontal boring" construction practices. Distribution: transportation of gas to customers. GMR Program: Gas Main Replacement Program .Local Transportation: transportation of gas to Palo Alto across PG&E's distribution system from PG&E City Gate. Malin: a delivery hub referred to in gas purchase contracts and located in Malin, Oregon, where the northern end of PG&E's Redwood Transmission Pipeline is located. MMBtu: Millions of British thermal units, a unit of gas measurement equal to ten therms. Commonly used for high volume gas measurement. Wholesale purchases of gas from suppliers are typically measured in MMBtu. O&M: Operations and Maintenance PE or HOPE: Polyethylene, a gas main material (more specifically, High-Density Polyethylene) PG&E: Pacific Gas and Electric PG&E Citygate, or Citygate: a delivery hub referred to in gas purchase contracts. Any gas delivered to PG&E's distribution system (such as gas delivered at the southern end of PG&E's Redwood Transmission Pipeline) is said to have been delivered at PG&E Citygate. PVC: Polyvinyl chloride, a plastic gas main material Summer: April 1 to October 31 Therms: The standard unit of measurement for natural gas sales to customers, equal to 100,000 British thermal units. Therms measure the heating value of the gas, rather than its volume. Transmission: transportation of gas between major gas delivery hubs via a gas transmission pipeline, such as PG&E's Redwood pipeline. UAC: Utilities Advisory Commission, an appointed body that advises the City Council on CPAU issues. Winter: November 1 to March 31 March 2018 41 Page DocuSign Envelope ID: 654775C2-4891-48D9-BB 1 A-74843641F101 ' GAS UTILITY FINANCIAL PLAN SECTION 2: EXECUTIVE SUMMARY AND RECOMMENDATIONS This document presents a Financial Plan for the City's Gas Utility for the next ten years. This Financial-Plan provides revenues to cover the costs of operating the utility safely over that time while adequately investing for the future. It also addresses the financial risks facing the utility over the short term and long term, and includes measures to mitigate and manage those risks. SECTION 2A: OVERVIEW OF FINANCIAL POSITION This financial plan projects non-commodity costs to increase from FY 2019 through FY 2028 at about 3.5% per year on average. In the short term, some of these cost increases are related to the cross-bore inspection program, but capital improvement program (CIP) costs have also increased as the economy has improved. The national and regional focus on infrastructure improvement has created more demand, and the pool of skilled construction labor has not grown at the same pace. While CPAU generally plans a new gas main replacement project every year, recent larger than expected bids have required resizing and redesign of some existing planned projects. Because of this (as well as the complexity of the project), Cl P costs for FY 2018 increased for the University Avenue Business District project, which is scheduled to begin construction in mid-2018. Due to the amount of planning required for this project, no new CIP work was budgeted for FY 2017, and because of the complexity of the University Avenue project, no CIP work is budgeted for FY 2019, resulting in one-time cost savings. The next new main replacement project after the University Avenue project will take place in FY 2020. Table 1 shows the Gas Utility expenses over the period of this financial plan. Table 1: Gas Utility Expenses for FY 2017 to FY 2028 (Thousand $'s) Expenses FY FY FY FY FY FY FY FY FY FY FY FY 2017 2018 {$000} (act.) (est.) 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Commodity costs 12,563 14,137 13,022 12,851 13,040 13,233 13,499 13,855 14,188 14,576 14,731 14,932 Operations 21,050 20,302 20,509 21,133 20,579 21,874 22,508 23,270 24,048 24,879 24,303 24,649 Capital Projects 2,214 7,804 5,197 10,217 12,080 9,815 9,892 9,970 10,050 10,131 10,214 10,299 TOTAL 35,827 42,243 38,728 44,202 45,698 44,922 45,898 47,095 48,286 49,587 49,248 49,880 To ensure that revenues cover projected rising costs, the financial plan includes the rate trajectory shown in Table 2. Table 2: Projected Gas Rate Trajectory for FY 2019 to FY 2028 Projection FY FY FY FY FY FY FY FY FY FY 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Current Financial Plan 4% 8% 7% 7% 4% 4% 1% 1% 0% 2% FY 2018 Financial Plan 4% 6% 6% 5% 3% 3% 2% 1% 0% N/A FY 2017 Financial Plan 7% 4% 1% 1% 1% 1% 1% 1% N/A N/A The Gas Utility has a Rate Stabilization Reserve, which can be used to smooth rate increases over several years. This Financial Plan projects that these reserves will be exhausted by the end of FY 2020. The Gas Utility also has a CIP Reserve to help offset one-time and/or unanticipated, spikes March 2018 5I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB 1A-74843641F101 GAS UTILITY FINANCIAL PLAN in CIP spending which do not merit separate bond financing. Table 3 shows the projected reserve transfers over the forecast period. Table 3: Transfers To/(From) Reserves for FY 2018 to FY 2028 ($000) Reserve FY 2018 FY 2019 FY 2020 to FY 2028 Rate Stabilization (129) (2,006) (4,404) CIP - -(3,820) Operations 129 2,006 8,224 SECTION 28: SUMMARY OF PROPOSED ACTIONS Staff proposes the following actions for the Gas Utility in FY 2018: 1. Amend the proposal of a $1.2 million transfer from the Rate Stabilization Reserve to the Operations Reserve, as proposed in the FY 2018 Gas Financial Plan, to a transfer of $129,000, based on projected ending Operations Reserve levels. Staff proposes the following actions for the Gas Utility in FY 2019: 2. Increase distribution rates by 6% (a 4% overall increase) for FY 2019, primarily reflecting increases to capital expenditures and also increased operations costs. See Section 38: Current and Proposed Rates for more details. 3. Transfer $2 million from the Rate Stabilization Reserve to the Operations Reserve. See Section 3D: Proposed Reserve Transfers for more details. SECTION 3: DETAIL OF FY 2018 RATE AND RESERVE PROPOSALS SECTION 3A: RATE DESIGN The Gas Utility's rates are evaluated and implemented in compliance with cost of service re·quirements. The Gas Utility's current rates are based on the methodology from the April 2012 Gas Utility Cost of Service Study completed by Utility Financial Solutions.1 In preparation for an update to the study, staff discussed a proposed scope with the Utilities Advisory Commission in October 2016, and the Council in November 2016 2 • The updated study is projected to be completed by late FY 2018 or the early part of FY 2019, and will provide guidance for the next proposed rate action. SECTION 38: CURRENT AND PROPOSED RATES On July 1, 2012 CPAU restructured its rates so that the commodity component varied monthly to match changes in gas market prices.3 In addition, CPAU increased monthly service charges to recover the cost of providing gas service to customers. In January 2015, the Council adopted a 1 Staff Report 2812, 5/17 I 2012 http://archive.cityofoaloalto.org/civica/filebank/blobdload.asp?BloblD=31395 2 Staff Report 7416 11/14/2016 http://www.citvofoaloalto.org/civicax/filebank/documents/54576 3 Staff Report 2812, 5/17 /2012: http://archive.cityofpaloalto.org/civica/filebank/blobdload.asp?BloblD=31395 March 2018 6I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641 F101 GAS UTILITY FINANCIAL PLAN new rate component to collect the costs of purchasing allowances for the purpose of compliance with the State's cap-and-trade program.4 This component changes depending on the cost of allowances and gas demand. In October 2016, the Council adopted a resolution changing the Local Transportation rate (which had been collapsed into the Distribution rate in 2015 to streamline bill presentation), to be a pass-through of PG&E's Gas Transportation Rate to Wholesale/Resale Customers (G-WSL) charge to Palo Alto.5 This went into effect November 1, 2016. In December 2016, Council approved a carbon neutral gas plan, with a goal of achieving a carbon neutral gas portfolio by FY 2018.6 The plan is for costs associated with the plan to be a passed through directly to customers as well, although the rate impact is not to exceed $0.10 per therm. Three years' worth of volumetric rate history can be found on Palo Alto's website.7 CPAU has four rate schedules: one for separately metered residential customers (G-1), one for small commercial and master-metered multi-family residential customers (G-2), one for customers using over 250,000 therms per year (G-3) and a specific schedule for the Compressed Natural Gas station (G-10). All customers pay a monthly service charge, which represents meter reading, billing, and other customer service costs, as well as a portion of operations and maintenance cost. All customers are also charged for each therm of gas used. Separately metered residential customers are charged on a tiered basis, differentiated by season. During the winter months, the first 2 therms per day (60 therms for a 30 day billing period) are charged a base price per CCF, and all additional units charged a higher price per therm. During the summer months, the first tier level is 0.667 therms per day, or 20 therms for a 30 day billing period. Commercial customers pay a uniform price for each therm used. Table 4 shows the current monthly service charges for all rate schedules. Table 95 shows the consumption charges related to distribution charges. As mentioned earlier, commodity charges change monthly, and transportation charges are tied to the PG&E G-WSL rate schedule. Some recent commodity price history is discussed in Section 6A: Gas Purchase Costs. 4 Staff Report 5397, 1/26/2015: https://www.citvofoaloalto.org/civicax/filebank/documents/45537 5 Staff Report 7260 10/17 /2016 http://www.citvofoaloalto.org/civicax/filebank/documents/54165 6 Staff Report 7533 12/05/2016 http:ljwww.citvofoaloalto.org/civicax/filebank/documents/54882 7 Monthly Gas Commodity & Volumetric Rates http:ljwww.cityofpaloalto.org/civic_ax/filebank/documents/30399 March 2018 71 Page DocuSigri Envelope ID: 654775C2-4891-48D9-881A-74843641F101 GAS UTILITY FINANCIAL PLAN Table 4: Current and Proposed Monthly Service Charges Monthly Service Charge Change Rate Schedule ($/month) Current (as of Proposed for ($) (%) 7/1/16) FY 2019 G-1 (Residential) $10.32 $10.94 $0.62 6% G-2 (Small Commercial) 78.23 82.94 4.69 6% G-3 (Large Commercial) 377.43 400.08 22.65 6% G-10 (CNG) 52.93 56.11 3.18 6% Table 5: Current and Proposed Gas Distribution Charges Change Current (as of Proposed ($) (%) 11/1/16) for FY 2019 G-1 (Residential) Tier 1 Rates $0.3933 $0.4239 . $0.0306 7.8% Tier 2 Rates 0.9319 0.9948 0.0629 6.7% G-2 (Residential Master-Metered and Small Commercial) Uniform Rate 0.5767 0.6183 0.0416 7.2% G-3 (Large Commercial) Uniform Rate 0.5687 0.6098 0.0411 7.2% G-10 (Compressed Natural Gas) Uniform Rate 0.0093 0.0100 0.0007 7.2% SECTION 3C: BILL IMPACT OF PROPOSED RATE CHANGES Table 6 shows the impact of the proposed July 1, 2018 rate changes on the median residential bill. The average increase is roughly 4% based on prices in February 2018, but some customers may see slightly higher or lower increases due to slight changes in the composition of the utility's costs, as well as prevailing market prices. March 2018 8I Page DocuSign Envelope ID: 654775C2-4891-4809-BB 1A-74843641F101 GAS UTILITY FINANCIAL PLAN Table 6: Impact of Proposed Gas Rate Changes on Residential Bills . Usage Bill under Bill under Change (Therms/month) Current Rates Proposed Rates $/mo. % Winter (Using February 2018 commodity prices) 30 $36.93 $ 38.47 $1.54 4% 54 (median) 58.21 60.49 2.28 4% 80 94.20 98.04 3.84 4% 150 193.98 202.23 8.25 4% Summer (Using July 2017 commodity prices) 10 18.73 $19.90 $1.17 6% 18 (median) 25.45 27.08 1.63 6% 30 40.57 43.16 2.59 6% 45 61.26 65.17 3.91 6% Table 7 shows the impact of the proposed July 1,.2018 rate changes on various representative commercial customer bills. Table 7: Impact of Proposed Gas Rate Changes on Commercial Bills (Using February 2018 commodity prices) Usage Bill under Current Bill under Change (Therms/ month) Rates Proposed Rates % 500 613 639 4% 5,000 5,430 5,642 4% 10,000 10,781 11,202 4% 50,000 53,493 55,571 4% SECTION 30: PROPOSED RESERVE TRANSFERS The FY 2018 Financial Plan proposed a $1.2 million transfer from the Rate Stabilization Reserve into the Operations Reserve in FY 2018. Lower actual expenses in FY 2017 resulted in higher ending reserve balances than initially projected, so staff recommends revising the transfer down to $129,000 at this time. A tentative transfer of $2 million in FY 2019, followed by $4.4 million in FY 2020, is included in the financial projections in this Financial Plan. In addition, $3.8 million in the CIP Reserve may need to be utilized in FY 2021. This will help mitigate additional, one-time costs related to the replacement of gas meters for AMI deployment. The transfers in general will enable CPAU to maintain adequate Operations Reserve levels while moderating the pace of increase in gas rates. The impact of these transfers on reserves levels can be seen in Appendix A: Gas Utility Financial Forecast Detail. March 2018 9I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN SECTION 4: UTILITY OVERVIEW This section provides an overview of the utility and its operations. It is intended as general background information and to help readers better understand the forecasts in Section 5: Utility Financial Projections and Section 6: Details and Assumptions. SECTION 4A: GAS UTILITY HISTORY On September 22, 1917, the City of Palo Alto issued a bond to purchase the property of Palo Alto Gas Company and continue it as a municipal enterprise. At the time, the system was comprised of 21 miles of mains, 1,900 meters, and was valued at $65,500. PG&E supplied the gas, which was synthesized from coal at its Potrero gasification facility. Almost immediately the City faced challenges. Losses were at nearly 25% according to PG&E's master meter, and PG&E had filed with the Railroad Commission (the forerunner to today's CPUC) to increase rates by nearly 72.5%. Despite these initial hurdles, Palo Alto's system grew tremendously, and by 1924 revenues had exceeded those of the electric utility. Sales were such that the annual reports of the time noted gas usage "appears to be greater than that of any other city in the state, showing that gas is a very popular form of fuel in Palo Alto." Just prior to the acquisition of the neighboring town of Mayfield's gas system (centered around today's California Avenue) in 1929, the miles of main in service and customers connections had doubled. Notable changes to the gas supply itself came in 1930, when PG&E ceased supplying purely manufactured (or coal) gas from its Potrero Hill facility in San Francisco and instead switched to natural gas. In 1935, a supplementary butane injection system (later retired) was purchased from Standard Oil to mitigate large wintertime peaks. Gas sales were at 248,658 million cubic feet (MCF) with 4,849 active services. Early gas mains in Palo Alto were made of steel, but in the 1950s, like many other utilities, CPAU switched to ABS plastic. CPAU switched to PVC plastic in the early 1970s, but around 100 miles of ABS mains had already been installed. A 1990 evaluation of the system found a steadily increasing rate of gas leaks associated with those mains, something that other gas utilities had also been experiencing. To reduce leaks, CPAU accelerated its main replacement program from 7,000 feet (1.3 miles) of replacements per year to 20,000 feet (3.8 miles) per year. This would enable the utility to replace all of its ABS and its most vulnerable steel and PVC mains with polyethylene (PE) mains over the course of the following 36 years.8 As of 2015 the Gas Utility had replaced approximately 99 miles of ABS, as well as some sections of steel where cathodic protection was not effective. Current main replacement projects will target the last ~goo feet of remaining ABS main as well as tackling PVC replacement. A PVC risk analysis to determine the appropriate footage of annual PVC replacement for future CIP projects is currently being conducted. This is an example of how local control of its Gas Utility has provided Palo Alto residents with substantial benefits. During the 1990s and 2000s, while CPAU was increasing its 8 Staff Report CMR:183:90. Infrastructure Review and Update, March 1, 1990 March 2018 10 I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN main replacement rate to ensure a robust gas distribution system, PG&E was underspending on safety-related infrastructure, according to a past audit.9 In the 1990s, while grappling with the issues surrounding its distribution system, CPAU was also participating in major changes to the structure of the gas industry in California. Until 1988 CPAU had a formal policy of setting its rates equal to PG&E's rates and successfully did so with the exception of one year in the mid-1970s. At times this led to inadequate revenue (1974 to 1981) as PG&E, the City's only gas supplier, regularly filed requests with the CPUC to increase the wholesale gas supply rates charged to the Gas Utility. In the 1990s, as the CPUC began deregulating the natural gas industry in California, the Gas Utility began purchasing gas from suppliers other than PG&E. In 1997 the CPUC adopted the "Gas Accord,"10 which enabled the Gas Utility (along with other local transportation-only customers) to obtain transmission rights on PG&E's Redwood transmission pipeline running from Malin, Oregon into California. In 2000/2001 the California energy crisis occurred, causing major disruptions to the Gas Utility's supply costs. Wholesale gas prices rose over 500% between January 2000 and January 2001. The Council approved drawing down reserves to provide ratepayer relief and, for two years following the crisis, CPAU rates were above PG&E's as reserves were replenished. In April 2001 the Council approved a hedging practice of buying fixed price gas one to three years into the future. After reaching a low point in October 2001, prices continued to rise, and as a result the CPAU hedging strategy frequently resulted in a wholesale supply cost advantage compared to PG&E until prices began to decline steeply in mid-2008. At that point the Gas Utility's wholesale supply costs became higher than market gas prices due to fixed price contracts entered into prior to 2008. As a result the Gas Utility's wholesale supply costs were higher than PG&E's for several years. In 2012 Council approved a plan to formally cease the hedging strategy and purchase all gas on the short-term ("spot") markets. As of July 1, 2012, the commodity portion of the gas rates changes every month based on the spot market gas price. SECTION 48: CUSTOMER BASE CPAU's Gas Utility provides natural gas service to the residents, businesses, and other gas customers in Palo Alto. Close to 23,600 customers are connected to the natural gas system, approximately 22,000 (93%) of which are residential and 1,600 (7%) of which are non-residential. Residential customers consume about 11 to 13 million therms of gas per year, roughly 45% of the gas sold, while non-residential customers consume 55% (about 14 to 16 million therms). Residential customers use gas primarily for space heating (46% of gas consumed) and water heating (42%), with the remainder consumed for other purposes such as cooking, clothes drying, 9 Focused Financial Audit of The Pacific Gas & Electric Company's Gas Distribution Operations, Overland Consulting, made available through a CPUC Administrative Law Judge's ruling on A12-11-009/113-03-007 on 5/31/2013 1° CPUC decision 97-08-055. Since then, the Gas Accord has been amended four times, with the most recent being Gas Accord V, application A.09-09-013 March 2018 111 Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN and heating pools and spas.11 Non-residential customers use gas for space and water heating (73% of gas consumed), cooking (20%), and industrial processes (6%).12 The Gas Utility receives gas at the four receiving stations within Palo Alto where CPAU's distribution system connects with Pacific Gas and Electric's (PG&E's) system. These receiving stations are jointly operated by CPAU and PG&E. CPAU purchases gas from various natural gas marketers, with PG&E providing only local transportation service (transportation from the PG&E City Gate gas delivery hub to Palo Alto). CPAU also has transmission rights on PG&E's transmission pipeline from Malin, Oregon to PG&E City Gate, allowing it to purchase lower priced gas at that location. CPAU does not produce or store any natural gas, and purchases gas in the monthly and daily spot markets. The cost of the purchased gas is passed through directly to customers through a rate adjuster that varies monthly with market prices. In a similar fashion, the cost for local transportation is now tied to PG&E's G-WSL rate schedule, and varies when and if PG&E changes its rate schedule. The cost of purchased gas and PG&E local transportation service usually account for roughly one third of the utility's expenditures. SECTION 4C: DISTRIBUTION SYSTEM To deliver gas from the receiving stations to its customers, the utility owns 210 miles of gas mains (which transport the gas to various parts of the city) and close to 23,600 gas services (which connect the gas mains to the customers' gas lines). These mains and services, along with their associated valves, regulators, and meters, represent the vast majority of the infrastructure used to deliver gas in Palo Alto. CPAU has an ongoing CIP to repair and replace its infrastructure over time, the expense of which normally accounts for around 15 to 20% of the utility's expenditures. Costs for main replacements have been going up in recent years. In addition to the CIP, the Gas Utility performs a variety of maintenance activities related to the system, such as monitoring the system for leaks, testing and replacing meters, monitoring the condition of steel pipe, and building and replacing gas services for buildings being built or redeveloped throughout the city. The utility also shares the costs of other system-wide operational activities (such as customer service, billing, meter reading, supply planning, energy efficiency, equipment maintenance, and street restoration) with the City's other utilities. These maintenance and operations expenses, as well as associated administration, debt service, rent, and other costs, make up roughly half of the utility's expenses. In addition to these ongoing activities, CPAU has conducted a program to find and replace cross-bores over the last several years. Currently, $1 million is budgeted per year for the cross-bore program through FY 2021. However, the ongoing cross-bore investigation may require additional funding, or extend for longer into the future, as the remaining sewer lines are more difficult to examine than the majority of the wastewater collection system that has been examined to date. 11 http://energyalmanac.ca.gov/naturalgas/overview.html 12 Source: Statewide Commercial End Use Study, California Energy Commission report, 2006. Statistics shown are for end users in PG&E Climate Zone 4 (the Peninsula) where Palo Alto is located. M a r c h 2 0 1 8 12 I P a g e DocuSign Envelope ID: 654775C2-4891-4809-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN SECTION 40: COST STRUCTURE AND REVENUE SOURCES As shown in Figure 1, the Gas Utility receives 95% of its revenue from sales of gas and the remainder from capacity and connection fees, interest on reserves, and other sources. Appendix A: Gas Utility Financial Forecast Detail shows more detail on the utility's cost and revenue structures. As shown in Figure 2, in FY 2017, gas purchase costs accounted for roughly 31% of the Gas Utility's costs. This percentage can vary widely from year to year, as this cost is based upon market purchases, and now also includes costs related to cap and trade. Operational costs in FY 2017 represented roughly 51%, of expenses and capital investment was responsible for the remaining 18%. CIP is normally about 20% of expenses, but this may be lower in times when new budgeting for projects is deferred, as happened in FY 2017. SECTION 4E: RESERVES STRUCTURE Figure 1: Revenue Structure (FY 2017) • Sales of Gas •Other Revenue Figure 2: Cost Structure (FY 2017) • Operations •Gas Purchases Capital CPAU maintains six reserves for its Gas Utility to manage various types of contingencies. The summary below describes each of these briefly. See Appendix C: Gas Utility Reserves Management Practices for more detailed definitions and guidelines for reserve management: • Reserve for Commitments: A reserve equal to the utility's outstanding contract liabilities for the current fiscal year. Most City funds, including the General Fund, have a Commitments Reserve. • Reserve for Reappropriations: A reserve for funds dedicated to projects reappropriated by the City Council, nearly all of which are capital projects. Most City funds, including the General Fund, have a Reappropriations Reserve. • Capital Improvement Program (CIP) Reserve: The CIP reserve can be used to accumulate funds for future expenditure on CIP projects and is anticipated to be empty unless a major one-time CIP expenditure is expected in future years. This CIP can also act as a March 2018 Bl Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN contingency reserve for the CIP. This type of reserve is used in other utility funds (Electric, Water, and Wastewater Collection) as well. • Rate Stabilization Reserve: This reserve is intended to be empty unless one or more large rate increases are anticipated in the forecast period. In that case, funds can be accumulated to spread the impact of those future rate increases across multiple years. This type of reserve is used in other utility funds (Electric, Water, and Wastewater Collection) as well. • Operations Reserve: This is the primary contingency reserve for the Gas Utility, and is used to manage yearly variances from budget for operational gas costs. This type of reserve is used in other utility funds (Electric, Water, and Wastewater Collection) as well. • Unassigned Reserve: This reserve is for any funds not assigned to the other reserves and is normally empty. SECTION 4F: COMPETITIVENESS Table 8 presents winter and summer residential bills for Palo Alto and PG&E at several usage levels for commodity rates in effect as of July 2017 (to illustrate a summer month bill) and February 2018 (to illustrate a winter month bill). The annual gas bill for the median residential customer for calendar year 2017 was $469.05, about 14% lower than the annual bill for a_PG&E customer with the same consumption. PG&E's distribution rates for gas have increased substantially to collect for needed system improvements for pipeline safety and maintenance. The bill calculations for PG&E customers are based on PG&E Climate Zone X, an area which includes the surrounding communities. Table 8: Residential Monthly Natural Gas Bill Comparison ($/month) Usage % Season (therms) Palo Alto PG&EZoneX Difference 30 36.93 42.39 -12.9% Winter (Median) 54 58.21 76.31 -23.7% (February 2018) 80 94.20 126.58 -25.6% 150 193.98 264.07 -26.5% 10 18.73 13.01 44.0% Summer (Median) 18 25.45 23.41 8.7% (July 2017) 30 40.57 45.24 -10.3% 45 61.26 72.72 -15.8% Table 9 shows the monthly gas bills for commercial customers for various usage levels for rates in effect as of February 2018. Bills for CPAU customers at the usage levels shown are around 2% to 27% higher for commercial customers than for PG&E customers. This is a substantial improvement over the calendar year 2013 bill comparison, when commercial gas bills for CPAU customers were 27% to 44% higher than for PG&E customers. This is primarily attributable to PG&E's higher distribution rates as the commodity rates for CPAU and PG&E are very similar, both being based on spot market gas prices. March 2018 14 I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN to projections of $36.9 million in the FY 2018 Financial Plan. Table 10 summarizes the variances from forecast. Table 10: FY 2017, Actual Results vs. Financial Plan Forecast ($000) Net Cost/(Benefit) Type of change Purchase costs lower than forecast (479) Cost savings Operations cost savings (3,774) Cost savings Decreased interest income and other Revenue decrease non-sales revenues 1,753 Increased sales revenues (867) Revenue increase Net Cost I (Benefit) of Variances (3,368) SECTION SC: FY 2018 PROJECTIONS Current projections indicate that sales revenues will be slightly higher than last year's forecast, but other revenues have been revised downwards based on prior year actuals. While gas purchase costs are not projected to increase appreciably during the forecast period, the current financial plan anticipates CIP costs will be substantially higher in FY 2018 than projected in the prior financial plan. Table 11 summarizes the current and projected variances from the FY 2018 Financial Plan. Table 11: FY 2018 Projected Results vs. Current Financial Plan Forecast ($000) Net Cost/ (Benefit) Type of change Sales revenues higher than forecast (160) Revenue increase Other revenues and interest lower than forecast 1,272 Revenue decrease Purchase cost decrease (2,108) Cost decrease Operations & maintenance and customer service (1,477) Cost decrease cost decreases Capital Improvement Cost increases 5,730 Cost increase Net Cost I (Benefit) of Variances 3,2S9 SECTION SD: FY 2019-FY 2028 PROJECTIONS Figure 6 above shows that staff projects costs for the Gas Utility to rise substantially in FY 2018, and then to increase at around 2.9% per year on average through FY 2028. In Operations, there is a short run addition of $1 million, starting in FY 2019, for cross-bore inspections (this expense is projected to continue for at least three years), as well as general inflationary increases of around 2 to 3% per year. Salaries and benefits expenses are projected to rise at 3 to 4% per year, per the City's Long Range Financial Plan. Construction costs continue to increase, which resulted in increased costs in FY 2018 for the University Avenue Business District project, which is scheduled to begin construction in mid-2018. Due to the amount of planning required for this project, no new CIP work was budgeted for FY 2017, and because of its complexity, no CIP work is budgeted for FY 2019, resulting in one-time cost savings. The next new main replacement project after the University Avenue project will take place in FY 2020, and ongoing main replacement is expected to be more expensive. In addition to these trends, additional costs related to AMI deployment are projected in FY 2020 and 2021. Gas commodity costs are the most M a r c h 2 0 1 8 19 I P a g e DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641 F101 GAS UTILITY FINANCIAL PLAN SECTION SF: LONG-TERM OUTLOOK In the longer term (5 to 35 years out) it is very difficult to predict the Gas Utility's commodity costs. A variety of long-term trends could affect commodity costs either positively or negatively. Continuing improvement in gas extraction technology, such as tracking, could continue to create generous supplies of gas, but these technologies are also under greater scrutiny with respect to their environmental impacts. On the demand side, a continued shift from coal to natural gas for electricity generation, an expansion of export capabilities, or an increase in manufacturing in the U.S. might drive up natural gas prices, but other factors, such as generally more mild winters, might drive gas demand lower. It is also difficult to predict the magnitude of the additional cost impacts associated with the State's cap-and-trade program over the long term. In the face of this uncertainty, CPAU is able to protect the financial position of the Gas Utility by continuing its current strategy of passing these costs directly to its customers via month-varying rate adjustment mechanisms. The City pursues a policy of purchasing offsets to make gas usage in Palo Alto carbon neutral. The cost is not to exceed $0.10/therm. Future CIP investment needs for the Gas Utility may be lower than in the past, although costs per foot for main replacement have been increasing substantially. The Gas Utility has replaced nearly all of its ABS gas mains and its most problematic steel and PVC mains as well. The PE pipe being used now is expected to have at least a fifty-year lifetime, and there is growing evidence that it may last much longer than that. This would result in lower CIP investment over the long term. CPAU is considering performing a study in the near future to develop its future main replacements priorities and strategy. Long-term state or local climate goals could also have a major impact on the Gas Utility. The Global Warming Solutions Act, Assembly Bill 32 (AB32), set a goal of reducing greenhouse gas (GHG) emissions to 1990 levels by 2020. In its December 2007 Climate Protection Plan, the City set a goal of lowering emissions to 15% below 2005 levels by 2020. As a community Palo Alto achieved these goals in 2012 even with continued use of natural gas for heating, cooking, and industrial processes. However, to achieve the recently adopted Sustainability and Climate Action Plan (S/CAP) goal of an 80% reduction in carbon emissions by 2030, or the State's adopted goal of an 80% reduction in emissions by 2050, extensive electrification of gas-using appliances is necessary. If significant amounts of electrification occurred, stranded investment and higher rates could be required as the costs of the distribution system are recovered over a lower sales base. It is instructional that, in the recent discussion draft of its scoping plan update, CARB says, to meet those goals, natural gas use would have to be "mostly phased out."13 Staff intends to begin evaluating how to manage potential impacts of these trends over the next few years. 13 Climate Change Scoping Plan, First Update, Discussion Draft for Public Review and Comment, California Air Resources Board, October 2013, pg 88. M a r c h 2 0 1 8 22 I P a g e DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN Table 13 shows the current status of these project categories and future projected spending. Table 13: Budgeted Gas CIP Spending ($000) Current Spending, Remain. Proiect Category Budget• Curr. Yr Budget•• Committed FY 2019 FY 2020 One Time Projects 129 (1) 128 42 1,680 S30 Gas Main Replacement 10,913 (22S) 10,688 311 600 7,lSO Tools And Equipment 89 (S) 84 lS 370 120 Ongoing Projects l,4SS (164) 1,291 134 1,044 1,07S Customer Connections 1,414 (418) 997 99 1,303 1,342 TOTAL 14,001 (812) 13,189 600 4,997 10,218 •includes unspent funds from previous years carried forward or reappropriated into the current fiscal year .. Equal to CIP Reserves (Reserve for Reappropriations +Reserve for Commitments). FY 2021 FY 2022 FY 2023 2,320 -- 7,lSO 7,lSO 7,lSO 120 100 100 1,107 1,141 l,17S 1,383 1,424 1,467 12,080 9,81S 9,892 The Gas Main Replacement (GMR) Program is in the final stages of completing a major milestone with the replacement of gas mains made from Acrylonitrile-Butadiene-Styrene (ABS) plastic. The program to replace ABS and other low-performing materials within the gas system started in the 1990s (see Section 4A: Gas Utility History for more detail). CPAU temporarily slowed down its FY 2014 and 2015 CIP appropriations in this category in order to finalize the last major ABS main replacement project and to catch up on projects that had accumulated due to staffing issues. With the replacement of all ABS mains with Polyethylene (PE) plastic near completion, the material most at risk for failure is the remaining Polyvinyl chloride (PVC) plastic and steel (wrapped, with cathodic protection). The next focus of the GMR program will be the replacement of all PVC mains with PE mains. CPAU is considering updating the Gas System Master Plan to determine which sections of pipeline to prioritize and assist in determining the pace of main replacement (approximately three miles of main each year, or 1.5% of the system). The current budget for the gas main replacement progra~ takes into account the recent rise in construction costs. Several factors are contributing to the increase in construction costs and include economic recovery in the Bay Area, a greater focus on infrastructure improvement by many municipal agencies, and the higher demand for utility contractors within these fields. CPAU has seen the replacement cost per linear foot increase by 25% to 50% over the last couple of years. The Gas Utility posted the most recent project for competitive bid (the Upgrade Downtown Project) and this resulted in very few contractor bids and an eventual contract price that was much higher than estimated (staff has requested $6.7 million additional funding in FY 2018 related to this project). Staff is beginning to include the higher construction cost in future project estimates in order to maximize the amount of pipe replaced, as well as insuring the overall integrity of the gas system. Currently, CPAU plans to replace as many aging mains as possible within its current budget. However, if this trend of higher construction cost continues, the Gas Utility may require larger CIP budgets and as a result, an increase in rates. Staff has also included projections for costs related to AMI deployment, primarily centered around meter replacement costs in FY 2021. Staff projects ongoing projects, tools and equipment, and customer connections to cost approximately $2. 7 million in FY 2019 and remain relatively flat through the end of the forecast period. In practice, these projects can fluctuate dramatically depending on prices of material, system conditions and the pace of development and redevelopment in the city. It is worth noting March 2018 26 I Page DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641 F101 GAS UTILITY FINANCIAL PLAN that fee revenue pays for the Customer Connections program, so when costs go up fees will be adjusted as well. . Aside from customer connections and transfers from other funds, the CIP plan for FY 2019 to FY 2023 is funded by utility rates. Appendix B: Gas Utility Capital Improvement Program {CIP} Detail shows the details of the plan. SECTION 60: DEBT SERVICE The Gas Utility currently makes debt service payments on one bond issuance, the 2011 Series A Utility Revenue Refunding Bonds. This bond issuance was to refinance the $18 million principal remaining on the Utility Revenue Bonds, 2002 Series A issued for the Gas and Water Utilities to finance various improvements to the distribution systems. $9.4 million of this issuance was secured by the net revenues of the Gas Utility. Table 14 shows debt service for this bond for the financial forecast period. Debt service on this bond will continue through 2026. Table 14: Gas Utility Debt Service FY FY FY FY FY FY FY FY FY FY 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2011 Utility Revenue 802 801 801 803 804 805 803 800 803 1 Refunding Bonds, Series A The 2011 bonds include two covenants stating that 1) the Gas Utility will ma intain a debt coverage ratio of 125% of debt service, and 2) that the City will maintain "Available Reserves"15 equal to five times the annual debt service. The current financial plan complies with these covenants throughout the forecast period, as shown in Table 15 and Table 16. Table 15: Debt Service Coverage Ratio ($000) FY FY FY FY FY FY FY FY FY FY 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Revenues 37,112 36,361 38,526 41,445 44,381 46,250 47,956 48,837 49,742 49,505 Expenses (26,079) (25,309) (25,572) (25,192) (25,765) (26,408) (27,104) (27,763) (28,489) (28,865) (Excluding CIP and Debt Service) Net Revenues 11,033 11,052 12,954 16,253 18,616 19,842 20,852 21,074 21,253 20,639 Debt Service 802 801 801 803 804 805 803 800 803 1 Coverage Ratio 1375% 1381% 1618% 2023% 2315% 2464% 2596% 2633% 2648% N/A 15 Available Reserves as defined in the 2011 bonds include the reserves for the Water, Electric, and Gas Utilities M a r c h 2 0 1 8 27 I P a g e DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641F101 GAS UTILITY FINANCIAL PLAN Table 16: Debt Service Minimum Reserves {$000) FY FY FY FY FY FY FY FY FY FY 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 Gas Utilitya 22,986 20,619 14,943 10,690 10,149 10,501 11,362 11,913 12,882 13,140 Debt Serviceb 802 801 801 803 804 805 803 800 803 1 Reserves Ratioc 29x 26x 19x 13x 13x 13x 14x 15x 16x N/A a) CIP, Rate Stabilization, Operations, and Unassigned Reserves b) Gas Utility's share of the debt service on the 2011 bonds. c) Calculated using only Gas Utility reserves. The actual reserves ratio for the 2011 bonds is calculated based on the combined Electric, Gas, and Water Utility reserves and total debt service and is higher than shown here. The Gas Utility's reserves and net revenue are also pledged as security for the bond issuances listed in Table 17, even though the Gas Utility is not responsible for the debt service payments. The Gas Utility's reserves or net revenues would only be called upon if the responsible utilities are unable to make their debt service payments. Staff does not currently foresee this occurring. Table 17: Other Issuances Secured by Gas Utility's Revenues or Reserves Bond Issuance Responsible Utilities Annual Debt Secured by Gas Utility's: Service {$000) Net Revenues Reserves 1995 Series A Utility Storm Drain $680 Yes No Revenue Bonds 1999 Utility Revenue Wastewater Collection Bonds, Series A Wastewater Treatment $1,207 No Yes Storm Drain 2009 Water Revenue Bonds (Build America Water $1,977* No Yes Bonds) *Net of Federal interest subsidy SECTION 6E: EQUITY TRANSFER The City calculates the equity transfer from its Gas Utility based on a methodology adopted by Council in 2009 that has remained unchanged since.16 Each year it is calculated according to the 2009 Council-adopted methodology, and does not require additional Council action. SECTION 6F: REVENUES The Gas Fund receives most of its revenues from sales of gas, but about 5% comes from other sources. The largest of these comes from service connection and capacity fees, followed closely by sales of allowances related to California's cap-and-trade program. Another revenue item related to the cap-and-trade program is collected in customers' bills. While the State provides CPAU with a certain number of free allowances each year, the Gas Utility is required to sell a portion of those in accordance with the regulations. In order to have enough allowances to cover 16 For more detail on the ordinance adopting the 2009 transfer methodology, see CMR 280:09, Budget Adoption Ordinance for Fiscal Years 2009 and 2010; and CMR 260:09, Finance Committee Report explaining proposed changes to equity transfer methodology. M a r c h 2 0 1 8 28 I P a g e DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN customers' natural gas emissions, CPAU must buy allowances at market, and subsequently passes through the cost of those allowances to customers. The regulations do not allow the revenue derived from the sale of the free allowances to offset allowance purchases, thus the pass-through rate component. This financial plan bases sales revenue projections on the load forecast in Section 5A: Load Forecast. Except where stated otherwise, these load forecasts are based on normal weather. Weather can vary substantially, however, and this can affect revenues substantially. Also, changes in customer behavior, as well as changes to more efficient gas appliances, or switching to electric appliances, will modify these forecasts. Staff continually evaluate forecasts to see when new trends emerge. SECTION 6G: COMMUNICATIONS PLAN The FY 2019 communications strategy covers four primary areas: operations, infrastructure, safety, efficiency, renewables and rates. Since moving to market pricing for commodity rates, the City's website posts changes to the commodity rates monthly. The City promotes gas use efficiency incentives year-round, but most heavily during winter months to impact heating activities. Promotional methods include community outreach events, print ads in local publications, utility bill inserts, messaging on the bills and envelopes, website pages, email blasts, videos for the web and use of social media. To keep customers apprised of the status and accomplishments of capital improvement projects, the City maintains a network of project web pages. Print and digital ads, social media and email blasts drive traffic to the website. CPAU emphasizes safety topics year-round. CPAU is engaging in several campaigns and programs in FY 2019 to promote gas utility efficiency and awareness of the City's carbon neutral natural gas utility. Programs such as the Home Efficiency Genie and commercial energy efficiency programs help residents and businesses better understand energy usage, activities and/or upgrades they can implement to improve efficiency and reduce utility costs. CPAU will be launching an upgraded version of its online utility account services portal (www.cityofoaloalto.org/myutilitiesaccount) this year, which can provide customers with direct access and more information about utility account and consumption data. Stepping up efforts to promote gas safety education, staff is focusing outreach among stakeholders to increase awareness of the need to call USA (811) before digging for anyone who may excavate in and around Palo Alto, such as plumbers and contractors. Staff is also focusing outreach on the importance of contacting CPAU to check for potential sewer and gas line cross- bores prior to clearing a sewer line. Additional outreach messaging includes keeping fats, oils and greases out of drains, and ensuring clear access to meters. CPAU has developed a number of safety outreach materials to distribute to customers at community outreach events, emergency preparedness fairs, school and business meetings. The use of materials featuring photos of some unusual ways people obstruct access to their meters, including using them as bike racks and building storage sheds around them, highlights meter access awareness. CPAU will continue to promote safety, infrastructure, operations, efficiency and rate adjustment messages through a variety of marketing and media channels. Every year, CPAU publishes an updated gas safety awareness brochure and mails it to all customers in Palo Alto, as well as to M a r c h 2 0 1 8 29 I P a g e DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN plumbers, contractors and excavators that may work in and around the area. Staff talk with business customers at special facilities meetings, attend neighborhood safety and emergency preparedness fairs and offer presentations to school and community groups. While print materials and website pages still feature prominently, CPAU is increasing emphasis on outreach through email newsletters, direct mail, newspaper inserts, social media and online videos. The Gas Safety Public Awareness Plan contains saved copies of all outreach· materials and logs of activities; the Department of Transportation reviews this Plan at least once per year. March 2018 30 I Page DocuSign Envelope ID: 654775C2-4891 -4809-881A-74843641 F101 APPENDICES Appendix A: Gas Financial Forecast Detail Appendix B: Gas Utility Capital Improvement Program (CIP) Detail Appendix C: Gas Utility Reserves Management Practices Appendix D: Description of Gas Utility Cost Categories Appendix E: Gas Utility Communications Samples March 2018 GAS UTILITY FINANCIAL PLAN 31 I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN APPENDIX A: GAS FINANCIAL FORECAST DETAIL City of Palo Alto ' Gas Utility IS'OOOI IS'OOOI I i I Fiscal Year 2013 2014 2015 2016 2017 2018 I 2019 2020 2021 2022 2023 2024 ! 2025 2026 2027 2028 1 RATECHANGE(%r 12% 0% 0% 0% 8% 0%1 4% 8% 7% 8% 4% 4%1 1% 1% 0% 1% 2 SALES N THOUSANO THERMS 28,901 28,117 28,881 26,719 27,829 27 ,434 27 ,289 26,752 26,847 26,547 26,245 25,939 I 25,726 25,501·1 25.095 I 25,011 3 I I I " Utllitles Retail Seles 33,759 34,843 29,515 1 28,065 34,110 34,012 33,096 34,849 I 37,506 40,126 41 ,690 43,082 43,663 44,218 43,971 44,693 5 Service Connection & Cap•city Fees 731 654 748 961 940 1,048 1,079 1,111 1,145 1,179 1,179 1,179 1,179 1,179 1,179 1,179 8 Other Revenues & Transfers In 830 313 414 2,346 694 1,508 1,818 2,261 2,599 2,895 3,185 3,467 3,740 4,074 4,079 4,205 7 Interest plus Gain or Loss on lnvesbnent (239) 706 450 ~ 730 13 545 368 304 196 181 196 228 255 272 276 284 a Total Sources of Funds 35,081 36,517 31,127 1 32,102 35,758 37,112 36,361 38,526 41,445 44,381 46,250 47,956 48,837 49,742 49,505 50,361 9 10 Purchases of Utilities: 9,537 1 11 Supply Commodity 12,461 12,992 6,648 9,720 9,998 8,587 8,226 8,205 8,200 8,268 8,429 8,569 8,708 8,855 9,001 12 Supply Tronsportallon 994 1,333 982 (1,051) 2,843 3,331 3,507 3,473 3,482 3,490 3,497 3,504 3,510 3,515 3,520 3,524 13 Total Purchases 13,455 14,325 10,519 1 5,597 12,563 13,329 12,094 11,699 11 ,687 11,690 11,765 11,933 12,079 12,223 12,375 12,525 14 15 Administration (CIP + Operating) 4,273 3,988 4,007 3,337 2,450 2,519 2,577 2,640 2,707 2,775 2,845 2,906 2,968 3,051 3,106 3,178 18 Customer Service 1,358 1,338 1,195 1,097 1,581 1,643 1,700 1,781 1,858 1,925 1,992 2,051 2,107 2,155 2,184 2,237 17 Demand Side Management 630 438 632 566 855 879 900 922 945 969 993 1,015 1,036 1,065 1,084 1,110 18 Engineering (Ope roting I 340 352 369 426 355 367 377 390 404 416 428 439 450 461 469 480 19 Operations •nd Maklten•nce 4,940 4,119 4,403 4,153 4,321 5,482 5,651 5,871 5,087 5,261 5,433 5,586 5,732 5,868 5,953 6,094 20 Resource Management 506 516 556 3,002 566 1,393 1,530 1,777 1,999 2,210 2,420 2,626 2,830 3,093 3,107 3,176 21 Debt Service Payments 296 805 804 249 227 802 801 801 803 804 805 803 800 803 1 1 22 Rent 219 419 431 443 455 467 480 492 1 505 519 532 546 561 574 587 601 23 Transfers to General Fund 5,971 5,811 5,730 6,194 6,594 7,035 6,888 7,069 7,069 7,972 8,214 8,629 9,072 9,547 9,539 9,538 24 Other Transfers out 207 606 151 303 510 523 533 543 554 566 579 590 601 617 628 642 25 Capital Improvement Programs 7,620 1,026 1,832 6,889 2,214 7,804 5,197 10,217 12,080 9,815 9,892 9,970 10,050 10,131 10,214 10,299 28 Total Uses of Funds 39,814 33,743 30,629 32,256 32,690 42,243 38,728 44,202 45,698 44,922 45,898 47,095 ' 48,286 49,587 49,248 49,880 27 (5,131 )1 12,367\ 28 Into/ /Out on Reserves 14,7331 2,773 498 1154) 3,067 (5,676l 14,2531 15411 352 861 551 155 257 481 29 I 30 Reappropriations + Commitments 19,363 11,305 6,491 6,255 4,209 4,209 I 4,209 4,209 4,209 4,209 4,209 4,209 4,209 4,209 4,209 4,209 31 Plant Replacement 1,000 0 0 0 0 oi 0 0 0 0 0 0 0 0 0 0 32 CIPReserve 0 0 1,591 I 3,820 3,820 3,820 I 3,820 3,820 0 0 0 0 0 0 0 0 33 Rate Stabilization 11,318 15,981 7,215 6,018 6,539 6,411 i 4,291 0 0 0 0 0 0 0 0 0 34 Operations Reserve 0 0 10,847 10,296 13,549 8,547 i 8,300 6,915 6,482 5,941 6,293 7,153 7,705 8,673 8,930 9,411 35 Unassigned 0 0 0 0 0 22,98~ I 20,61 ~ 0 0 0 0 0 0 0 1 1 36 Total Reserves 31,681 27,286 26,144 I 26,389 28,117 14,943 10,690 10,149 10,501 11,362 11 ,913 12,882 13,140 13,621 I I 37 1.226 I i 38 Short Term Risk Assessment Value 3,753 3,516 3,928 i 3,830 4,612 1 5,214 5,400 5,642 5,843 5,919 5,991 5,935 6,034 39 ! 40 Operations Reserve Guidelines 41 Min (60 Days Commodity+ O&M) 5,620 5,000 5,690 5,698 1 5,533 5,576 1 5,488 5,706 5,828 5,986 6,142 6,308 6,242 6,328 42 Terget (90 Oeys Commodity+ O&M) 8,429 7,500 8,535 8,547 8,300 8,364 8,232 8,560 8,742 8,978 9,213 9,462 9,362 9,492 43 Max (120 Days Commodity+ O&M) 11,239 10,000 11 ,380 11 ,396 11,067 11,152 110,976 11,413 11,656 11,971 12,284 12,616 12,483 12,656 « i March 2018 32 I Page DocuSign Envelope ID: 654775C2-4891-4809-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN This Page intentionally left blank. March 2018 34!Page DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641 F101 GAS UTILITY FINANCIAL PLAN APPENDIX C: GAS UTILITY RESERVES MANAGEMENT PRACTICES The following reserves management practices shall be used when developing the Gas Utility Financial Plan: Section 1. Definitions a) "Financial Planning Period" -The Financial Planning Period is the range of future fiscal years covered by the Financial Plan. For example, if the Financial Plan delivered in conjunction with the FY 2015 budget includes projections for FY 2015 to FY 2019, FY 2015 to FY 2019 would be the Financial Planning Period. b) "Fund Balance" -As used in these Reserves Management Practices, Fund Balance refers to the Utility's Unrestricted Net Assets. c) "Net Assets" -The Government Accounting Standards Board defines a Utility's Net Assets as the difference between its assets and liabilities. d) "Unrestricted Net Assets" -The portion of the Utility's Net Assets not invested in capital assets (net of related debt) or restricted for debt service or other restricted purposes. Section 2. Supply Fund Reserves The Gas Utility's Supply Fund Balance is reserved for the following purposes: a) For existing contracts, as described in Section 4 (Reserve for Commitments) b) For operating and capital budgets re-appropriated from previous years, as described in Section 5 (Reserve for Re-appropriations) Section 3. Distribution Fund Reserves a) For existing contracts, as described in Section 4 (Reserve for Commitments) b) For operating and capital budgets re-appropriated from previous years, as described in Section 5 (Reserve for Re-appropriations) c) For cash flow management and contingencies related to the Gas Utility's Capital Improvement Program (CIP), as described in Section 6 (CIP Reserve) d) For rate stabilization, as described in Section 7 (Rate Stabilization Reserve) e) For operating contingencies, as described in Section 8 (Operations Reserve) f) Any funds not included in the other reserves will be considered Unassigned Reserves and shall be returned to ratepayers or assigned a specific purpose as described in Section 9 (Unassigned Reserves) Section 4. Reserve for Commitments At the end of each fiscal year the Gas Supply Fund and Gas Distribution Fund Reserve for Commitments will be set to an amount equal to the total remaining spending authority for all contracts in force for the Wastewater Collection Utility at that time. Section 5. Reserve for Reappropriations At the end of each fiscal year the Gas Supply Fund and Gas Distribution Fund Reserve for Reappropriations will be set to an amount equal to the amount of all remaining capital and March 2018 35 I Page DocuSign Envelope ID: 654775C2-4891-4809-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN non-capital budgets, if any, that will be re-appropriated to the following fiscal year for each fund in accordance with Palo Alto Municipal Code Section 2.28.090. Section 6. CIP Reserve The CIP Reserve is used to manage cash flow for capital projects and acts as a reserve for capital contingencies. Staff will manage the CIP Reserve according to the following practices: a) The following guideline levels are set forth for the CIP Reserve. These guideline levels are calculated for each fiscal year of the Financial Planning Period based on the levels of CIP expense budgeted for that year. Minimum Level 12 months of budgeted CIP expense Maximum Level 24 months of budgeted CIP expense b) Changes in Reserves: Staff is authorized to transfer funds between the CIP Reserve and the Reserve for Commitments when funds are added to or removed from the Reserve for Commitments as a result of a change in contractual commitments relat~d to CIP projects. Any other additions to or withdrawals from the CIP reserve require Council action. c) Minimum Level: i) Funds held in the Reserve for Commitments may be counted as part of the CIP Reserve for the purpose of determining compliance with the CIP Reserve minimum guideline level. ii) If, at the end of any fiscal year, the minimum guideline is not met, staff shall present a plan to the City Council to replenish the reserve. The plan shall be delivered by the end of the following fiscal year, and shall, at a minimum, result in the reserve reaching its minimum level by the end of the next fiscal year. For example, if the CIP Reserve is below its minimum level at the end of FY 2017, staff must present a plan by June 30, 2018 to return the reserve to its minimum level by June 30, 2019. In addition, staff may present, and the Council may adopt, an alternative plan that takes longer than one year to replenish the reserve, or that does so in a shorter period of time. d) Maximum Level: If, at any time, the CIP Reserve reaches its maximum level, no funds may be added to this reserve. If there are funds in this reserve in excess of the maximum level staff must propose to transfer these funds to another reserve or return them to ratepayers in the next Financial Plan. Staff may also seek Council approval to hold funds in this reserve in excess of the maximum level, if they are held for a specific future purpose related to the CIP. Section 7. Rate Stabilization Reserve Funds may be added to the Rate Stabilization Reserve by action of the City Council and held to manage the trajectory of future year rate increases. Withdrawal of funds from the Rate Stabilization Reserve requires Council action. If there are funds in the Rate Stabilization Reserve at the end of any fiscal year, any subsequent Gas Utility Financial Plan must result in the withdrawal of all funds from this Reserve by the end of the Financial Planning Period. Section 8. Operations Reserve March 2018 36 I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN The Operations Reserve is used to manage normal variations in costs and as a reserve for contingencies. Any portion of the Gas Utility's Fund Balance not included in the reserves described in Section 4-Section 7 above will be included in the Operations Reserve unless this reserve has reached its maximum level as set forth in Section 8 d) below. Staff will manage the Operations Reserve according to the following practices: a) The following guideline levels are set forth for the Operations Reserve. These guideline levels are calculated for each fiscal year of the Financial Planning Period based on the levels of Operations and Maintenance (O&M) and commodity expense forecasted for that year in the Financial Plan. Minimum Level 60 days of O&M and commodity expense Target Level 90 days of O&M and commodity expense Maximum Level 120 days of O&M and commodity expense b) Minimum Level: If, at the end of any fiscal year, the funds remaining in the Operations Reserve are lower than the minimum level set forth above, staff shall present a plan to the City Council to replenish the reserve. The plan shall be delivered within six months of the end of the fiscal year, and shall, at a minimum, result in the reserve reaching its minimum level by the end of the following fiscal year. For example, if the Operations Reserve is below its minimum level at the end of FY 2014, staff must present a plan by December 31, 2014 to return the reserve to its minimum level by June 30, 2015. In addition, staff may present, and the Council may adopt, an alternative plan that takes longer than one year to replenish the reserve. c) Target Level: If, at the end of any fiscal year, the Operations Reserve is higher or lower than the target level, any Financial Plan created for the Gas Utility shall be designed to return the Operations Reserve to its target level by the end of the forecast period. d) Maximum Level: If, at any time, the Operations Reserve reaches its maximum level, no funds may be added to this reserve. Any further increase in the Gas Utility's Fund Balance shall be automatically included in the Unassigned Reserve described in Section 9, below. Section 9. Unassigned Reserve If the Operations Reserve reaches its maximum level, any further additions to the Gas Utility's Fund Balance will be held in the Unassigned Reserve. If there are any funds in the Unassigned Reserve at the end of any fiscal year, the next Financial Plan presented to the City Council must include a plan to assign them to a specific purpose or return them to the Gas Utility ratepayers by the end of the first fiscal year of the next Financial Planning Period. For example, if there were funds in the Unassigned Reserves at the end of FY 2015, and the next Financial Planning Period is FY 2016 through FY 2020, the Financial Plan shall include a plan to return or assign any funds in the Unassigned Reserve by the end of FY 2016. Staff may present an alternative plan that retains these funds or returns them over a longer period of time. Section 10. Intra-Utility Transfers Between Supply and Distribution Funds March 2018 37 I Page DocuSign Envelope ID: 654775C2-4891-48D9-881A-74843641F101 GAS UTILITY FINANCIAL PLAN The Gas Utility records costs in two separate funds: the Gas Supply Fund and the Gas Distribution Fund. At the end of each fiscal year staff is authorized to transfer an amount equal to the difference between Gas Supply Fund costs and Gas Supply Fund Revenues from the Gas Distribution Fund Operations Reserve to the Gas Supply Fund, or vice versa. Such transfers shall be included in the ordinance closing the budget for the fiscal year. March 2018 38 I Page DocuSign Envelope ID: 654775C2-4891-48D9-BB1A-74843641F101 GAS UTILITY FINANCIAL PLAN APPENDIX D·: DESCRIPTION OF GAS UTILITY COST CATEGORIES This appendix describes the activities associated with the various cost categories referred to in this Financial Plan. Customer Service: This category includes the Gas Utility's share of the call center, meter reading, collections, and billing support functions. Billing support encompasses staff time associated with bill investigations and quality control on certain aspects of the billing process. It does not include maintenance of the billing system itself, which is included in Administration. This category also includes CPAU's key account representatives, who work with large commercial customers who have more complex requirements for their gas services. Resource Management: This category includes gas procurement, contract management, rate setting, and tracking of legislation and regulation related to the gas industry. Operations and Maintenance: This category includes the costs of a variety of distribution system maintenance activities, including: • surveying the gas system (50% of the system each year) and repairing any leaks found; • investigating reports of damaged mains or services and perform emergency repairs; • building and replacing gas services for new or redeveloped buildings; and • testing and replacing meters to ensure accurate sales metering. This category also includes a variety of functions the utility shares with other City utilities, including: · • the Field Services team (which does field research of various customer service issues); • the Cathodic Protection team (which monitors and maintains the systems that prevent corrosion in metal pipes and reservoirs); and • the General Services team (which manages and maintains equipment, paves and restores streets after gas, water, or sewer main replacements, and provides welding services, including certified gas line welding services) Administration: Accounting, purchasing, legal, and other administrative functions provided by the City's General Fund staff, as well as shared communications services and Utilities Department administrative overhead and billing system maintenance costs. Demand Side Management: Includes the cost of administering gas efficiency programs and the direct cost of rebates paid. Engineering (Operating): The Gas Utility's engineers focus primarily on the CIP, but a small portion of their time is spent assisting with distribution system maintenance. March 2018 39 I Page Do~ lil s1CURID Certificate Of Completion Envelope Id: 654775C2489148D9BB1A74843641F101 Status: Sent Subject: Please DocuSign: RESO 9764 Approving FY 2019 Gas Financial Plan.docx, RESO 9764 -Attachment A ... Source Envelope: Document Pages: 42 Certificate Pages: 5 AutoNav: Enabled Envelopeld Stamping: Enabled Signatures: 4 Initials: O Time Zone: (UTC-08:00) Pacific Time (US & Canada) Record Tracking Status: Original 6/26/2018 11 :24:37 AM Signer Events Amy Bartell Amy.Bartell@CityofPaloAlto.org Senior Deputy City Attorney City of Palo Alto Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Accepted: 7/16/2015 5:52:40 AM ID: d8ecb53d-ef81-4016-8886-1560c48de42a Kiely Nose kiely.nose@cityofpaioalto.org Director OMB City of Palo Alto Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Ed Shikada ed.shikada@cityofpaloalto.org Assistant City Manager City of Palo Alto Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Ed Shikada for James Keene ed.shikada@cityofpaloalto.org Assistant City Manager City of Palo Alto Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Liz Kniss Liz.Kniss@CityofPaloAito.org Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Not Offered via DocuSign Holder: Kim Lunt kimberiy.lunt@cityofpaloalto.org Signature ltDocuSlgnOd by: L::~!:::!. Using IP Address: 12.220.157.20 ~DocuSlgned by: ~6.J 1ki, 0513042E3e8«00 Using IP Address: 12.220.157.20 GDocuSlgned by• £',/ ~->. • .I. F20CA19CCC804F9 Using IP Address: 12.220.157.20 GDocuSlgn9d by- £',/ s,,,->. • .1. .&:.~ ~_,, ~""' F2DCA19CCCB04FQ Using IP Address: 12.220.157.20 Envelope Originator: Kim Lunt 250 Hamilton Ave Palo Alto , CA 94301 kimberly.lunt@cityofpaloalto.org IP Address: 12.220.157.20 Location: DocuSign Timestamp Sent: 6/26/2018 11 :27:28 AM Viewed: 6/26/2018 11 :42:49 AM Signed: 6/26/2018 11 :43:04 AM Sent: 6/26/2018 11 :43:05 AM Resent: 6/27/2018 3:51 :57 PM Resent: 6/27/2018 3:52:16 PM Viewed: 6/27/2018 5:29:12 PM Signed: 6/27/2018 5:29:43 PM Sent: 6/27/2018 5:29:44 PM Viewed: 6/28/2018 10:44:44 AM Signed: 6/28/2018 10:44:55 AM Sent: 6/28/2018 10:44:57 AM Viewed: 6/28/2018 11 :45:34 AM Signed: 6/28/2018 11 :45:40 AM Sent: 6/28/2018 11 :45:41 AM