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HomeMy WebLinkAboutStaff Report 7979 City of Palo Alto (ID # 7979) Finance Committee Staff Report Report Type: Action Items Meeting Date: 5/18/2017 City of Palo Alto Page 1 Summary Title: FY 2018 Gas Utility Financial Plan and Rate Proposals Title: Utilities Advisory Commission Recommendation that the City Council Adopt a Resolution Approving the Fiscal Year 2018 Gas Utility Financial Plan with no Changes to Distribution Rates From: City Manager Lead Department: Utilities Recommendation Staff and the Utilities Advisory Commission request that Finance Committee recommend that Council adopt a resolution (Attachment A) approving the fiscal year (FY) 2018 Gas Utility Financial Plan (Attachment B) Executive Summary The FY 2018 Gas Utility Financial Plan includes projections of the utility’s costs and revenues for FY 2018 through FY 2027. In FY 2017, gas rates were increased by 8% effective on July 1, 2016. In the FY 2017 Financial Plan, staff projected a tentative rate increase of 9% for FY 2018. However, better than expected ending Operations reserve levels in FY 2016, coupled with a delay in starting new gas main replacement projects due to staff capacity and to coordinate planning of downtown projects, as well as recovering post-drought sales, have improved the near-term financial outlook for the gas fund. Staff proposes utilization of reserves and a series of lesser rate increases over the next three years to minimize impacts to customers. The proposed FY 2018 Gas Utility Financial Plan includes no distribution-related gas rate increase effective on July 1, 2017, however, beginning July 1, 2017, customers may see an estimated impact of up to 4% on their bills as a result of the Carbon Neutral Gas Plan adopted by Council in December 2016. Future-year distribution-related rate increases are projected to be 4 to 6 percent over the next four years. In addition, the plan includes proposed transfers to the Operations Reserve of $1.2 million and $4.8 million from the Rate Stabilization Reserve in FY 2018 and FY 2019, respectively, to ensure that there are appropriate financial reserves for contingencies. The Rate Stabilization Reserve is projected to be zero balance by the end of FY 2020. Gas Utility expenses are projected to increase by roughly 3 to 4 percent annually from FY 2017 to FY 2027 due primarily to increased gas supply costs (monthly commodity purchases as well City of Palo Alto Page 2 as carbon neutral plan and cap and trade allowance purchase costs), as well as higher operations and maintenance expenses. In the near-term, some of these costs relate to the cross-bore inspection program and increased capital improvement program (CIP) costs from higher bids. While existing projects are completed and staffing issues are addressed, new main replacement projects are not planned until FY 2019. The annual Gas Utility equity transfer to the General Fund is estimated at $7.0 million in FY 2018 rising to 9.7 million in FY 2027 under the Council-adopted calculation methodology. Gas usage was trending downward over the last several years, most likely due to relatively warm winter heating seasons, as well as lower hot water usage during the drought, but a cooler winter and the end of drought restrictions has brought increased usage. Gas usage has started to recover somewhat, but as with water, it is difficult to determine if changes in behavior will persist, reducing gas usage long term. The Utilities Advisory Commission (UAC) reviewed the Gas Utility Financial Plan and Rate Proposals at its meeting on April 5, 2017 meeting, and unanimously recommended approval of the proposed financial plan. Background Every year staff presents the Financial Plans for its Electric, Water, Gas, and Wastewater Collection Utilities and recommends any rate adjustments required to maintain their financial health. These Financial Plans include a comprehensive overview of the utility’s operations, both retrospective and prospective, and are intended to be a reference for UAC and Council members as they review the budget and staff’s rate recommendations. Each Financial Plan also contains a set of Reserves Management Practices describing the reserves for each utility and the management practices for those reserves. The Finance Committee reviewed preliminary financial forecasts at its March 21, 2017 meeting. Staff has not made any changes to the preliminary projections for gas presented at that meeting. Discussion Staff’s annual assessment of the financial position of the City’s gas utility is completed to ensure 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. Proposed Actions for FY 2017 The FY 2017 Gas Utility Financial Plan includes the following proposed action: 1. Reduce the $5.3 million transfer from the Rate Stabilization Reserve to the Operations Reserve proposed in the FY 2017 Gas Financial Plan to zero. Proposed Actions for FY 2018 City of Palo Alto Page 3 The FY 2018 Gas Utility Financial Plan also includes the following proposed action: 1. Transfer $1.2 million from the Rate Stabilization Reserve to the Operations Reserve. The reserve transfers will enable staff to maintain sufficient funds in the Gas Operations Reserve levels while spreading the required rate increases for the gas utility over several years. These proposed actions are described in more detail in the FY 2018 Gas Financial Plan (Attachment B). The annual Gas Utility equity transfer to the General Fund is estimated at $7.0 million in FY 2018, rising to 9.7 million in FY 2027. Each year it is calculated according to the 2009 Council-adopted methodology, and does not require additional Council action. Staff proposes no adjustments to gas rates in FY 2018 at this time. FY 2018 Financial Plan’s Projected Rate Adjustments for the Next Five Fiscal Years Table 1 shows the projected rate adjustments over the next five years and their impact on the annual median residential gas bill. Table 1: Projected Rate Adjustments, FY 2017 to FY 2021 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 Gas Utility 0% 4% 6% 6% 5% Estimated Bill Impact ($/mo)* $- $1.79 $2.79 $2.96 $2.61 * estimated impact on median residential gas bill, which is currently $44.72 for CY 2016. This does not include the bill impacts in FY 2018 associated with the Carbon Neutral Gas Portfolio. Changes from Preliminary Financial Forecast After presenting the preliminary financial forecast to the UAC on February 1, 2017, additional budget information and changes to usage projections have been modified for outer years, but the FY 2018 proposal of no rate increase remains the same. Gas Bill Comparison with Surrounding Cities Table 2 presents winter and summer residential bills for Palo Alto and PG&E at several usage levels for commodity rates in effect as of May 2016 (to illustrate a summer month bill) and March 2017 (to illustrate a winter month bill). The annual gas bill for the median residential customer for calendar year 2016 was $426.72, about 20% lower than the annual bill for a PG&E customer with the same consumption. PG&E’s distribution rates for gas have increased substantially to collect for needed system improvements for pipeline safety and maintenance. The bill calculations for PG&E customers are based on PG&E Climate Zone X, an area which includes the surrounding communities: Table 2: Residential Monthly Gas Bill Comparison Season Usage (therms) Palo Alto PG&E Zone X % Difference Winter (March 30 34.88 41.57 -16% (Median) 54 54.53 74.82 -27% City of Palo Alto Page 4 2016) 80 85.50 120.77 -29% 150 180.51 255.05 -29% Summer (Jul 2015) 10 19.93 17.77 12% (Median) 18 21.94 21.46 2% 30 35.13 41.55 -15% 45 52.91 66.66 -21% Monthly gas bills for commercial customers for various usage levels for rates in effect as of March 1, 2016 are shown in Table 3. Bills for CPAU customers at the usage levels shown are around 10% to 33% higher for commercial customers than for PG&E customers. This is a substantial improvement over the calendar year 2013 bill comparison, when commercial gas bills for CPAU customers were 27% to 44% higher than for PG&E customers. This is primarily attributable to PG&E’s increased distribution rates as the commodity rates for CPAU and PG&E are very similar, both being based on spot market gas prices. Table 3: Commercial Monthly Average Gas Bill Comparison (for Rates in Effect Mar. 1, 2017) Usage (therms/mo) Gas Bill ($/month) % Difference Palo Alto PG&E 500 616 545 13% 5,000 5,459 4,957 10% 10,000 10,840 8,856 22% 50,000 53,788 40,453 33% Commission Review and Recommendation The UAC reviewed this proposal at its April 5, 2017 meeting. Staff noted that, while there was no distribution -related increase, an estimated 4 percent increase is projected when the cost of purchasing carbon neutral offsets is included as a separate rate component, effective July 1, 2017 when the Carbon Neutral Plan takes effect. After the presentation, with no discussion, the UAC voted to recommend that the Council adopt the resolution approving the FY 2018 Gas Utility Financial Plan. The vote was unanimous (5-0), with Commissioners Forssell and Trumbull absent. The draft excerpted minutes from the UAC’s April 5, 2017 meeting are provided as Attachment C. Timeline The City Council will consider adopting the Financial Plan as part of the FY 2018 budget review and adoption process. Resource Impact See the attached FY 2018 Gas Financial Plan for a more comprehensive overview of projected cost and revenue changes for the next ten years. City of Palo Alto Page 5 Policy Implications The proposed Gas Financial Plan is consistent with Council-adopted Reserve Management Practices. Environmental Review The Finance Committee’s review and recommendation to Council on the FY 2018 Gas Financial Plans does not meet the California Environmental Quality Act’s definition of a project, pursuant to Public Resources Code Section 21065, thus no environmental review is required. Attachments:  Attachment A: Resolution of the Council of the City of Palo Alto Approving the FY 2018 Gas Utility Financial Plan  Attachment B: Proposed FY 2018 Gas Utility Financial Plan  Attachment C: Excerpted UAC Meeting Minutes of April 5, 2017 Attachment A * NOT YET APPROVED * 170320 jb 6053929 Resolution No. _________ Resolution of the Council of the City of Palo Alto Approving the FY 2018 Gas Utility Financial Plan R E C I T A L S 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 2018 Gas Utility Financial Plan. SECTION 2. 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 / / / / / / / / / / / / Attachment A * NOT YET APPROVED * 170320 jb 6053929 Code Section 21065, and therefore, no environmental assessment is required. INTRODUCED AND PASSED: AYES: NOES: ABSENT: ABSTENTIONS: ATTEST: ___________________________ ___________________________ City Clerk Mayor APPROVED AS TO FORM: APPROVED: ___________________________ ___________________________ Senior Deputy City Attorney City Manager ___________________________ Director of Utilities ___________________________ Director of Administrative Services FY 2018 GAS UTILITY FINANCIAL PLAN FY 2018 TO FY 2027 ATTACHMENT B GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 2 | Page GAS UTILITY FINANCIAL PLAN FY 2018 TO FY 2027 TABLE OF CONTENTS Section 1: Definitions and Abbreviations................................................................................ 4 Section 2: Executive Summary and Recommendations ........................................................... 5 Section 2A: Overview of Financial Position .................................................................................. 5 Section 2B: Summary of Proposed Actions .................................................................................. 6 Section 3: Detail of FY 2018 Rate and Reserve Proposals ........................................................ 6 Section 3A: Rate Design ............................................................................................................... 6 Section 3B: Current and Proposed Rates ..................................................................................... 6 Section 3D: Proposed Reserve Transfers ..................................................................................... 8 Section 4: Utility Overview .................................................................................................... 8 Section 4A: Gas Utility History ..................................................................................................... 8 Section 4B: Customer Base ........................................................................................................ 10 Section 4C: Distribution System ................................................................................................. 11 Section 4D: Cost Structure and Revenue Sources ...................................................................... 12 Section 4E: Reserves Structure ................................................................................................... 12 Section 4F: Competitiveness ...................................................................................................... 13 Section 4G: Gas Supply Rates .................................................................................................... 14 Section 5: Utility Financial Projections ................................................................................. 15 Section 5A: Load Forecast .......................................................................................................... 15 Section 5A: FY 2012 to FY 2016 Cost and Revenue Trends ........................................................ 16 Section 5B: FY 2016 Results ....................................................................................................... 17 Section 5C: FY 2017 Projections ................................................................................................. 18 Section 5D: FY 2018-FY 2027 Projections .................................................................................. 18 Section 5E: Risk Assessment and Reserves Adequacy ............................................................... 19 Section 5G: Long-Term Outlook ................................................................................................. 21 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 3 | Page Section 6: Details and Assumptions ..................................................................................... 22 Section 6A: Gas Purchase Costs ................................................................................................. 22 Section 6B: Operations .............................................................................................................. 23 Section 6C: Capital Improvement Program (CIP) ....................................................................... 24 Section 6D: Debt Service ............................................................................................................ 26 Section 6E: Equity Transfer ........................................................................................................ 27 Section 6F: Revenues ................................................................................................................. 27 Section 6G: Communications Plan ............................................................................................. 28 Appendices ......................................................................................................................... 30 Appendix A: Gas Financial Forecast Detail ................................................................................ 31 Appendix B: Gas Utility Capital Improvement Program (CIP) Detail ......................................... 32 Appendix C: Gas Utility Reserves Management Practices ......................................................... 34 Appendix D: Description of Gas Utility Cost Categories ............................................................ 38 Appendix E: Gas Utility Communications Samples .................................................................... 39 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 4 | Page SECTION 1: DEFINITIONS AND ABBREVIATIONS ABS: Acrylonitirile butydene styrene, a plastic gas main material 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 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 HDPE: 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 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 5 | Page 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 From FY 2018 through FY 2027, non-commodity costs are projected to increase at 3% to 4% per year. In the short term, some of these costs are related to the cross-bore inspection program, as well as cap-and-trade and carbon neutral allowance purchase costs. Capital improvement program (CIP) costs have increased as the economy has improved, and while CPAU plans a new gas main replacement project every year, recent larger than expected bids have required resizing and redesign of some existing plan projects. Because of this, the next new main replacement project will take place in FY 2019. As a result, CIP costs for FY 2017 and 2018 will be lower than normal by around $3.7 million. The Gas Utility expenses over the period of this financial plan are shown in Table 1 below. Table 1: Gas Utility Expenses for FY 2016 to FY 2027 (Thousand $’s) Expenses ($000) FY 2016 (act.) FY 2017 (est.) FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 Commodity costs 8,127 13,042 15,437 14,931 15,304 15,584 16,021 16,569 17,227 17,909 18,679 19,235 Operations 17,239 21,687 22,587 22,901 22,559 23,022 24,403 25,292 26,221 27,195 28,222 27,982 Capital Projects 5,017 2,214 2,074 5,725 5,960 6,145 6,335 6,525 6,721 6,923 7,130 7,344 TOTAL 30,384 36,943 40,098 43,557 43,823 44,751 46,759 48,386 50,169 52,027 54,032 54,561 To ensure that revenues cover projected rising costs, the financial plan includes the rate trajectory shown in Table 2. No increase is projected for FY 2018. Table 2: Projected Gas Rate Trajectory for FY 2018 to FY 2027 Projection FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 Current Financial Plan 0% 4% 6% 6% 5% 3% 3% 2% 1% 0% FY 2017 Financial Plan 9% 7% 4% 1% 1% 1% 1% 1% 1% N/A FY 2016 Financial Plan 4% 4% 4% 3% 3% N/A N/A N/A N/A N/A The Gas Rate Stabilization Reserve is 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 CIP Reserve can be used to offset one-time unanticipated capital costs. Table 3 shows the projected reserve transfers over the forecast period. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 6 | Page Table 3: Transfers To/(From) Reserves for FY 2017 to FY 2027 ($000) Reserve FY 2017 FY 2018 FY 2019 to FY 2027 Rate Stabilization 0 (1,208) (4,810) Operations 0 1,208 4,810 SECTION 2B: SUMMARY OF PROPOSED ACTIONS Staff proposes the following actions for the Gas Utility in FY 2017: 1. Amend the proposed $5.3 million transfer from the Rate Stabilization Reserve to the Operations Reserve, as proposed in the FY 2017 Gas Financial Plan, to no transfer, based on projected ending Operations Reserve levels. Staff proposes the following actions for the Gas Utility in FY 2018: 2. No distribution rate increase for FY 2018. See Section 3B: Current and Proposed Rates for more details. 3. Transfer $1.2 million from the Rate Stabilization Reserve to the Operations Reserve. See Section 3C: 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 requirements. 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 Solutions1. 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 20162. The updated study is projected to be completed by the end of FY 2017, and will provide guidance for the next proposed rate action, currently slated for FY 2019. SECTION 3B: 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, monthly service charges were increased to recover the cost of providing gas service to customers. In January 2015, the Council adopted a new rate component to collect the costs of purchasing allowances for the purpose of compliance with the State’s cap-and-trade program4. This component will change 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 1 Staff Report 2812, 5/17/ 2012 http://archive.cityofpaloalto.org/civica/filebank/blobdload.asp?BlobID=31395 2 Staff Report 7416 11/14/2016 http://www.cityofpaloalto.org/civicax/filebank/documents/54576 3 Staff Report 2812, 5/17/2012: http://archive.cityofpaloalto.org/civica/filebank/blobdload.asp?BlobID=31395 4 Staff Report 5397, 1/26/2015: https://www.cityofpaloalto.org/civicax/filebank/documents/45537 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 7 | Page 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 $0.10 per therm. CPAU has four rate schedules: one for separately metered residential customers (G-1), one for small commercial and master-metered multi-family residential customers (G-2), one for customers using over 250,000 therms per year (G-3) and a specific schedule for the Compressed Natural Gas station (G-10). All customers pay a monthly service charge, which represents meter reading, billing, and other customer service costs, as well as a portion of operations and maintenance cost. All customers are also charged for each therm of gas used. Separately metered residential customers are charged on a tiered basis, differentiated by season. During the winter months, the first 2 therms per day (60 therms for a 30 day billing period) are charged a base price per CCF, and all additional units charged a higher price per therm. During the summer months, the first tier level is 0.667 therms per day, or 20 therms for a 30 day billing period. Commercial customers pay a uniform price for each therm used. Table 4 shows the current monthly service charges for all rate schedules. Table 7 shows the consumption charges related to distribution charges. As mentioned earlier, commodity charges change monthly, and transportation charges are tied to the PG&E G-WSL rate schedule. Three years’ worth of volumetric rate history can be found on Palo Alto’s website.7 Some recent commodity price history is discussed in Section 6A: Gas Purchase Costs. Table 4: Current Monthly Service Charges Rate Schedule Monthly Service Charge ($/month) Current ( as of 7/1/16) G-1 (Residential) $10.32 G-2 (Small Commercial) $78.23 G-3 (Large Commercial) $377.43 G-10 (CNG) $52.93 5 Staff Report 7260 10/17/2016 http://www.cityofpaloalto.org/civicax/filebank/documents/54165 6 Staff Report 7533 12/05/2016 http://www.cityofpaloalto.org/civicax/filebank/documents/54882 7 Monthly Gas Commodity & Volumetric Rates http://www.cityofpaloalto.org/civicax/filebank/documents/30399 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 8 | Page Table 5: Current Gas Distribution Charges Current ( as of 11/1/16) G-1 (Residential) Tier 1 Rates 0.3933 Tier 2 Rates 0.9319 G-2 (Residential Master-Metered and Small Commercial) Uniform Rate 0.5767 G-3 (Large Commercial) Uniform Rate 0.5687 G-10 (Compressed Natural Gas) Uniform Rate 0.0093 No changes to distribution rates are proposed for FY 2018. SECTION 3C: PROPOSED RESERVE TRANSFERS In the FY 2017 Financial Plan, $5.3 million was proposed to be transferred from the Rate Stabilization Reserve into the Operations Reserve. Lower actual expenses in FY 2016 as well as projected lower expenses in FY 2017 are expected to result in higher ending reserve balances than initially projected, so staff recommends not transferring funds at this time. A tentative transfer of $1.2 million in FY 2018, followed by $4.3 million in FY 2019, is included in the financial projections in this Financial Plan. These 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. 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 comprised 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 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 Public Utilities Commission) to increase rates GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 9 | Page 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 ~800 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 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. 8 Staff Report CMR:183:90. Infrastructure Review and Update, March 1, 1990 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/I13-03-007 on 5/31/2013 10 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 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 10 | Page 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 4B: CUSTOMER BASE CPAU’s Gas Utility provides natural gas service to the residents, businesses, and other gas customers in Palo Alto. Close to 23,400 customers are connected to the natural gas system, approximately 21,700 (93%) of which are residential and 1,700 (7%) of which are non- residential. Residential customers consume about 10 to 12 million therms of gas per year, roughly 45% of the gas sold, while non-residential customers consume 55% (about 14 to 15 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, 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 has now been tied to PG&E’s G-WSL rate schedule, and varies when and if PG&E changes their rate schedule. The cost of purchased gas and PG&E local transportation service usually account for roughly one third of the utility’s expenditures. 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 11 | Page 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 23,400 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 2019. 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 12 | Page Figure 2: Cost Structure (FY 2016) 57%27% 16% Operations Gas Purchases Capital Figure 1: Revenue Structure (FY 2016) 93% 7% Sales of Gas Other Revenue SECTION 4D: COST STRUCTURE AND REVENUE SOURCES As shown in Figure 1, the Gas Utility receives 93% 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 2016, gas purchase costs accounted for roughly 27% of the Gas Utility’s costs. This percentage can vary widely from year to year, as this cost is based upon market purchases, but now also includes costs related to cap and trade. In FY 2016, Palo Alto received a large transportation rate settlement from PG&E, which lowered costs substantially. This stemmed from the CPUC’s findings related to the San Bruno pipeline explosion. Operational costs represented roughly 57%, and capital investment was responsible for the remaining 16%. CIP is normally about 20% of expenses, but this may be lower in times when projects are deferred, as will happen in FY 2017 and FY 2018. SECTION 4E: RESERVES STRUCTURE CPAU maintains six reserves for its Gas Utility to manage various types of contingencies. These are summarized below, but 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 13 | Page • 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 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 6 presents winter and summer residential bills for Palo Alto and PG&E at several usage levels for commodity rates in effect as of May 2016 (to illustrate a summer month bill) and March 2017 (to illustrate a winter month bill). The annual gas bill for the median residential customer for calendar year 2016 was $426.72, about 20% lower than the annual bill for a PG&E customer with the same consumption. PG&E’s distribution rates for gas have increased substantially to collect for needed system improvements for pipeline safety and maintenance. The bill calculations for PG&E customers are based on PG&E Climate Zone X, an area which includes the surrounding communities. Table 6: Residential Monthly Natural Gas Bill Comparison ($/month) Season Usage (therms) Palo Alto PG&E Zone X % Difference Winter (March 2017) 30 34.88 41.57 -16% (Median) 54 54.53 74.82 -27% 80 85.50 120.77 -29% 150 180.51 255.05 -29% Summer (May 2016) 10 19.93 17.77 12% (Median) 18 21.94 21.46 2% 30 35.13 41.55 -15% 45 52.91 66.66 -21% Table 7 shows the monthly gas bills for commercial customers for various usage levels for rates in effect as of March, 2017. Bills for CPAU customers at the usage levels shown are around 10% to 33% 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 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 14 | Page customers were 27% to 44% higher than for PG&E customers. This is primarily attributable to PG&E’s increased distribution rates as the commodity rates for CPAU and PG&E are very similar, both being based on spot market gas prices. Table 7: Commercial Monthly Average Gas Bill Comparison (for Rates in Effect March, 2017) Usage (therms/mo) Gas Bill ($/month) % Difference Palo Alto PG&E 500 616 545 13% 5,000 5,459 4,957 10% 10,000 10,840 8,856 22% 50,000 53,788 40,453 33% SECTION 4G: GAS SUPPLY RATES Starting in July 2012, CPAU replaced a “laddering” hedging strategy for purchasing gas supplies with a strategy to buy gas on the short-term, or “spot” markets and pass the commodity cost to customers on a monthly basis. The actual commodity prices are shown in Figure 3. As shown, commodity prices have fluctuated by around $0.20 over the last two years, but have generally been lower than prices seen in 2013 and 2014. Figure 3: Gas Commodity Rates from July 2012 through March 2017 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 15 | Page SECTION 5: UTILITY FINANCIAL PROJECTIONS SECTION 5A: LOAD FORECAST Gas usage in Palo Alto is volatile, varying with both economic and weather conditions. As shown in Figure 4, in the early 1970’s, gas purchases reached over 45 million therms per year. Usage dropped dramatically in the 1976/1977 drought when customers saved significant amounts of (hot) water by upgrading to efficient showerheads. During the 1980s and 90s average gas usage was around 36 million therms per year. Usage dropped again in the early 2000’s. In FY 2001, gas prices escalated during the California energy crisis and Palo Alto’s rates increased by nearly 200%. From 2003 to 2011, usage decreased by 2.3% mainly as a result of continued customer investments in energy efficiency. In 2014 and 2015, unusually warm winters, as well as ongoing drought, caused gas usage to tumble to historic lows. In FY 2017, as the drought has eased and a relatively normal winter has progressed, gas usage has started to increase again. Figure 4: Historic Gas Consumption Gas consumption, as denoted by the dotted line in Figure 5, is projected to recover somewhat and stay stable over the forecast period, although changes such as replacement of gas appliances with electric appliances or customer behavior may result in lower long run usage. As with prior drought/gas usage declines in the past, it is likely that consumption will not come GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 16 | Page back to pre-conservation levels. It is too early to tell, however, where the new ‘normal’ level of consumption will be. Figure 5: Forecast Gas Consumption SECTION 5A: FY 2012 TO FY 2016 COST AND REVENUE TRENDS Figure 6 and Appendix A: Gas Utility Financial Forecast Detail show how costs have changed during the last five years as well as how they are projected to change over the next decade. The annual expenses for the gas utility decreased substantially between 2012 and 2016 due to lower gas sales. Market prices for gas supplies are shown in Figure 3 above. FY 2014 and 2015 were notable due to the fact that no new funding was added for main replacement projects, to permit the completion of a backlog of projects which had previously been funded. This allowed for backlogged gas main replacement projects to be started, and used existing capital reserves. Starting in FY 2012, additional funding for gas cross-bore inspections increased Operations costs. Revenues have generally matched expenses in most years. As shown in Figure 6 below, revenues were below cost in FY 2011 and FY 2013 and nearly at cost in FY 2016. The absence of funding for main replacement projects in FY 2014 and FY 2015, as well as the availability of relatively large reserves, forestalled the need for rate increases until now. As shown in Figure 6, the last adjustment to gas distributionrates was in July 2016 when rates were increased by 8%. In FY 2012, commodity rates were changed to a market-based, monthly GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 17 | Page pass-through cost—and commodity rates (and usage) fell, so revenues actually declined in FY 2013 after the rate increase. Figure 6: Gas Utility Expenses, Revenues, and Rate Changes: Actual Costs through FY 2016 and Projections through FY 2027 SECTION 5B: FY 2016 RESULTS Sources of funds for FY 2016 were in line with projections, but expenses related to Purchases and Capital spending came in well below expected budget. Total FY 2016 expenses were $30.4 million compared to projections of $35.9 million in the FY 2017 Financial Plan. Table 8 summarizes the variances from forecast. Table 8: FY 2016, Actual Results vs. Financial Plan Forecast Net Cost/(Benefit) Type of change Purchase costs lower than forecast (1,132,000) Cost savings Operations cost savings and reclass (2,498,000) Cost savings Capital Improvement cost spending (1,872,000) Cost savings Operations cost savings (31,000) Cost savings Net Cost / (Benefit) of Variances $(5,465,000) GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 18 | Page SECTION 5C: FY 2017 PROJECTIONS Current projections indicate that sales revenues will be slightly higher than last year’s forecast. However, a main replacement projected budgeted for this year will not be started until FY 2019. Table 9 summarizes the current and projected variances from FY 2017 Financial Plan. Table 9: FY 2017 Projected Results vs. Financial Plan Forecast Net Cost/ (Benefit) Type of change Sales revenues higher than forecast (984,000) Revenue increase Other revenues and interest higher than forecast (742,000) Revenue increase Operations & maintenance, Customer service and purchase cost increases 617,000 Cost increase Main replacement projects delayed (4,091,000) Cost savings Net Cost / (Benefit) of Variances ($5,200,000) SECTION 5D: FY 2018-FY 2027 PROJECTIONS As can be seen in Figure 6 above, costs for the Gas Utility are projected to rise in FY 2017, then are projected to increase at around 3% per year through FY 2026. In Operations, this is due to an additional continuing $1 million for cross-bore inspections (this expense is projected to continue for at least three years), as well as general inflationary increases of around 2.6% per year. Salaries and benefits expenses are projected to rise at nearly 4% per year, per the City’s Long Range Financial Plan. New CIP main replacement programs are projected to be put on hold until FY 2019. At that point, CIP spending is projected to return to normal levels (around $6 million), then grow at around 2% per year thereafter. Gas commodity costs are the most variable component. At the time the budget was developed in December 2016, gas supply prices were projected to increase by around 3 to 4% per year. Since this is a pass-through cost to customers, the risk of these costs being higher or lower than expected has a minimal impact on reserves. As shown in Figure 7, the Rate Stabilization Reserves are projected to be depleted by FY 2020. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 19 | Page Figure 7: Gas Utility Reserves Actual Reserve Levels for FY 2016 and Projections through FY 2027 SECTION 5E: RISK ASSESSMENT AND RESERVES ADEQUACY The Gas Utility’s primary contingency reserve, the Operations Reserve, is projected to be within guideline levels throughout the forecast period, barring either short-run budget savings and/or larger future increases. Figure 8 shows the Operations Reserve recovering to the target level by FY 2027 with the projected rate trajectory. Figure 8: Operations Reserve Adequacy GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 20 | Page Forecasted Operations Reserve levels also exceed the short-term risk assessment for the Utility. Table 10 summarizes the risk assessment calculation for the Gas Utility through FY 2022. The same methodology is used for FY 2023 through FY 2027 as well. The risk assessment includes the revenue shortfall that could accrue due to: 1. Lower than forecasted distribution sales revenue; and 2. An increase of 10% of planned system improvement CIP expenditures for the budget year. Table 10: Gas Risk Assessment ($000) FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 Total non-commodity revenue $20,465 $21,676 $23,503 $25,557 $27,559 Max. revenue variance, previous ten years 16% 16% 16% 16% 16% Risk of revenue loss $3,282 $3,476 $3,769 $4,098 $4,419 CIP Budget $809 $4,421 $4,617 $4,762 $4,911 CIP Contingency @10% $81 $442 $462 $476 $491 Total Risk Assessment value $3,363 $3,918 $4,231 $4,575 $4,910 Finally, the CIP Reserve was created at the end of FY 2015 to act as a contingency reserve for capital improvement projects. Current guidelines state that the balance of this reserve should fall between 12 and 24 months of budgeted CIP expense. At the end of FY 2016, the sum of the CIP Reserve and existing Commitments was a bit over $10 million, as shown in Figure 7. Based upon FY 2017’s adjusted CIP budget, this is well above the maximum reserve level of $1.97 million. However, the next two years are anomalous in that a main replacement project is not scheduled. As a normal year maximum would be between $9 to $11 million, staff does not recommend reducing the CIP reserve at this time, especially in GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 21 | Page light of the fact that CIP project costs have been increasing. Staff will continue to review this reserve and the appropriateness of the current minimum and maximum guideline levels. SECTION 5F: 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 fracking, 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 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 has recently opted to pursue 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 some amount of electrification of gas- using appliances is likely to be 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 fUpdate, Discussion Draft for Public Review and Comment, California Air Resources Board, October 2013, pg 88. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 22 | Page SECTION 6: DETAILS AND ASSUMPTIONS SECTION 6A: GAS PURCHASE COSTS The Gas Utility purchases much of its gas for delivery at Malin, Oregon which is almost always cheaper than delivery at PG&E City Gate, even including the costs of transmission from Malin to City Gate. Gas is purchased on a month-ahead and day-ahead basis in the spot market. The last few years have seen gas prices in a relatively narrow but low band, but prices for the last year have risen somewhat. High levels of natural gas in storage, along with warmer than normal weather on the West coast has kept prices low, as shown in Figure 9. Figure 9: Gas Market Prices at PG&E Citygate Gas commodity costs are expected to increase steadily over the next several years. Figure 10 shows the projected gas prices used to generate this forecast. Projections for transmission costs associated with transporting gas over PG&E’s Redwood transmission pipeline (from Malin, Oregon to the PG&E Citygate) are based on rates adopted in the most recent update to the Gas Accord. Local transportation costs decreased on January 1, 2015 due to the expiration of a temporary adder to PG&E’s local transportation rate,14 but in December 2014 PG&E applied to the CPUC 14 California Public Utilities Commission Advice Letter 3430-G, effective January 1, 2014. Also see CPUC Decision 12-12-30 regarding the Pipeline Safety Enhancement Plan Adder. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 23 | Page to more than double local transportation costs. The application was not settled until late 2016. As these charges are dictated by PG&E and are outside of Palo Alto’s control, staff proposed making these costs pass-through charge, similar to the commodity charge, and this became effective in November, 2016. Figure 10: Wholesale Gas Price Projections SECTION 6B: OPERATIONS Operations costs include the Customer Service, Demand Side Management, Operations and Maintenance (including Engineering), Resource Management, and Administration categories in Figure 11, below. Debt service, rent, and transfers are also included in Operations costs (excluding the General Fund equity transfer). Appendix D: Description of Gas Utility Cost Categories includes detailed descriptions of the activities associated with these cost categories. Operations costs are projected to increase by 2 to 4% per year. Salary and benefits, inflation, and other assumptions match those used in the City’s long-range financial forecast. Operations costs for FY 2017 to FY 2019 include funding for the cross-bore program. In the 1970s CPAU, like many other utilities, adopted horizontal drilling as an alternative to trenching when installing new gas services. This created the possibility of cross-bores, which can happen when a gas service is bored through a sewer lateral. Though cross-bores are very rare, they can create a dangerous situation when a contractor attempts to clear a blocked sewer line, because if the cross-bored gas service is damaged during the line clearing it can result in a gas leak. CPAU has been inspecting new gas services since 2001, and in 2011 began video inspections of the sewer laterals at the location of horizontally-drilled gas services installed before 2001. This inspection program has cost roughly $1 million per year since FY 2012. While a majority of sewer laterals have been inspected, staff has come across several services which are not able to be scoped, either due to infiltration by roots or broken/collapsed pipe segments. Staff has GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 24 | Page included $3 million in additional funding between FY 2017 and FY 2019 for this program, but the program will likely require additional funding in future years to complete. Figure 11: Historical and Projected Operational Costs SECTION 6C: CAPITAL IMPROVEMENT PROGRAM (CIP) The Gas Utility’s CIP program consists of the following programs and budgets: • The Gas Main Replacement Program, under which the Gas Utility replaces aging gas mains • Customer Connections, which covers the cost when the Gas Utility installs new services or upgrades existing services at a customer’s request in response to development or redevelopment. The Gas Utility charges a fee to these customers to cover the cost of these projects. • Ongoing Projects, which covers the cost of routine meter, regulator, and service replacement, minor projects to improve reliability or increase capacity, and other general improvements. • Tools and Equipment, which covers the cost of capitalized equipment, such as directional boring equipment. • One-time Projects, which represents occasional large projects that do not fall into any other category. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 25 | Page Table 11 shows the current status of these project categories and future projected spending. Table 11: Budgeted Gas CIP Spending The Gas Main Replacement (GMR) Program is in the process of reaching a major milestone, the replacement of the last gas mains made from ABS plastic. The program to replace ABS and other low-performing materials in the system started in the 1990s (see Section 4A: Gas Utility History for more detail). CPAU temporarily slowed down its new CIP appropriations in this category in FY 2014 and 2015 in order to finish the last major ABS main replacement project and to catch up on a backlog of projects that has accumulated due to staffing issues. With the replacement of all ABS mains with PE plastic, the material most at risk for failure is removed leaving only PVC plastic, steel (wrapped, with cathodic protection), and PE mains. The next focus of the GMR program will be PVC mains. CPAU is considering updating the Gas System Master Plan to determine which areas of the system to prioritize. The plan will help CPAU determine whether the pace of main replacement (approximately three miles of main each year, or 1.5% of the system) needs to be increased, decreased, or whether it needs to remain the same. The current budgets for gas main replacement might not fully take into account the recent rise in costs for main replacement, which have increased from the levels seen during the recent recession. Several factors may be contributing to this. Economic recovery in the Bay Area, as well as a greater focus on infrastructure improvement by many municipal agencies and utilities could be creating high demand for contractors in these fields. Newer, more leak resistant pipe materials may have ongoing greater costs. CPAU has seen the replacement cost per linear foot increase by 25 to 50% over the last couple of years. Currently CPAU plans to complete as much main replacement as possible within its current budget, provided there are no safety concerns. However, if this trend of higher cost continues, the Gas Utility may require larger CIP budgets, and as a result, larger rate increases. These increases in cost are a partial reason for the two year delay in projects. The most recent project, when put out for bid, resulted in very few contractors competing, and project bids larger than budgeted. Staff will redesign this and future projects into smaller segments to keep budgets lower, while not compromising on overall system integrity. The other reason for delay is the University Avenue Business District project, and getting coordination amongst all departments is taking more time than expected. Finally, there has been an ongoing issue with keeping and maintaining qualified staff to design and work on projects. Project Category Current Budget* Spending, Curr. Yr Remain. Budget**Committed FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 One Time Projects 425 (2) 423 109 - - - - - Gas Main Replacement 4,878 (187) 4,691 - - 3,588 3,759 3,878 4,000 Tools And Equipment 146 - 146 20 - 640 - - - Ongoing Projects 254 (140) 114 88 809 833 858 884 911 Customer Connections 232 (660) (428) 159 1,265 1,303 1,342 1,383 1,424 TOTAL 5,935 (988) 4,946 375 2,074 6,365 5,960 6,145 6,335 *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). GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 26 | Page Ongoing Projects, Tools and Equipment, and Customer Connections are projected to cost approximately $0.8 million in FY 2018 and increase by 3% per year through the end of the forecast period. In practice, these projects can fluctuate dramatically depending on system conditions and the pace of development and redevelopment in the city. It is worth noting that the Customer Connections program is paid for through fee revenue, so when costs go up, so does fee revenue. Aside from customer connections and some transfers from other funds, the CIP plan for FY 2018 to FY 2022 is funded by utility rates. The details of the plan are shown in Appendix B: Gas Utility Capital Improvement Program (CIP) Detail. SECTION 6D: 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. Debt service for this bond for the financial forecast period is shown in Table 12. Debt service on this bond will continue through 2026. Table 12: Gas Utility Debt Service FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 2011 Utility Revenue Refunding Bonds, Series A 803 802 800 800 802 804 805 803 800 803 The 2011 bonds include two covenants stating that 1) the Gas Utility will maintain 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 13 and Table 14. Table 13: Debt Service Coverage Ratio ($000) FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Revenues 36,643 38,225 39,175 41,695 44,306 46,879 49,025 50,992 52,835 54,530 Expenses (Excluding CIP and Debt Service) (33,926) (37,223) (37,033) (37,063) (37,804) (39,621) (41,057) (42,646) (44,305) (46,100) Net Revenues 2,717 1,002 2,142 4,632 6,502 7,258 7,968 8,346 8,530 8,430 Debt Service 803 802 800 800 802 804 805 803 800 803 Coverage Ratio 338% 125% 268% 579% 811% 903% 990% 1039% 1039% 1039% 15 Available Reserves as defined in the 2011 bonds include the reserves for the Water, Electric, and Gas Utilities GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 27 | Page Table 14: Debt Service Minimum Reserves ($000) FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Gas Utilitya 19711 17838 13456 11328 10883 11003 11642 12465 13273 14588 Debt Serviceb 803 804 803 802 801 801 802 803 800 803 Reserves Ratioc 25x 22x 17x 14x 14x 14x 15x 16x 16x 16x 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 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 15, 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 15: Other Issuances Secured by Gas Utility’s Revenues or Reserves Bond Issuance Responsible Utilities Annual Debt Service ($000) Secured by Gas Utility’s: Net Revenues Reserves 1995 Series A Utility Revenue Bonds Storm Drain $680 Yes No 1999 Utility Revenue Bonds, Series A Wastewater Collection Wastewater Treatment Storm Drain $1,207 No Yes 2009 Water Revenue Bonds (Build America Bonds) Water $1,977* No Yes *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 since16. 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 8% 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 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 28 | Page cover 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. Sales revenue projections are based 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. Forecasts are continually evaluated to see when new trends emerge. SECTION 6G: COMMUNICATIONS PLAN The FY 2018 communications strategy covers four primary areas: operations, infrastructure, safety, efficiency, renewables and rates. Since moving to market pricing for commodity rates, changes to the commodity rates are posted monthly on the City’s website. Gas use efficiency incentives are promoted 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 local Comcast channels, Home Energy Reports and the use of social media. To keep customers apprised of the status and accomplishments of capital improvement projects, a network of project web pages are maintained. Traffic is driven to the website via print and digital ads, social media and email blasts. Safety topics are emphasized year-round. CPAU is engaging in several campaigns and programs in FY 2018 to promote gas utility efficiency and renewable energy. The Georgetown University Energy Prize competition is a friendly, national campaign to encourage communities to reduce energy use. Energy savings from reduced gas and electric consumption qualify to help Palo Alto compete for a $5 million prize at the end of a two-year campaign. Since adoption of a carbon neutral electric supply portfolio, CPAU launched a new voluntary renewable natural gas carbon offsets program, PaloAltoGreen Gas. Much of our programmatic promotional activity will center around customer education and encouragement to sign up for participation in PaloAltoGreen Gas. Other new programs include home efficiency services and online tools to help customers manage their energy use. Stepping up efforts to promote gas safety education, staff is focusing outreach around youth, the importance of calling USA (811) before digging for anyone who may excavate in and around Palo Alto, such as plumbers and contractors, potential sewer and gas line cross-bores, keeping fats, oils and greases out of drains, and ensuring clear access to meters. For younger “customers-to-be,” CPAU created a Home Safety Detective campaign that includes special tool kits to help them identify home safety problems. Staff provides safety kits to youth and adults at school presentations, neighborhood safety and emergency preparedness fairs and other community outreach events. Meter access awareness is highlighted through use of materials GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 29 | Page featuring photos of some unusual ways people obstruct access to their meters, including using them as bike racks and building storage sheds around them. 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 which is mailed to all customers in Palo Alto, as well as plumbers, contractors and excavators that may work in and around the area. Staff talks with business customers at special facilities meetings, attends neighborhood safety and emergency preparedness fairs and offers presentations to school and community groups. While print materials and website pages still feature prominently, CPAU is turning the outreach emphasis to direct mail, newspaper inserts, social media, online videos and cable TV. Copies of all outreach materials and logs of activities are saved in the Gas Safety Public Awareness Plan that is reviewed at least once per year by the Department of Transportation. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 30 | Page 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 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 31 | Page APPENDIX A: GAS FINANCIAL FORECAST DETAIL ($'000) Actual Actual Actual Actual Actual 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 RATE CHANGE (%)*0%12%0%0%0%8%0%4%6%6%5%3%3%2%1%0% 2 SALES IN THOUSAND THERMS 30,447 28,901 28,117 28,881 26,719 27,829 27,434 27,463 27,623 27,546 27,482 27,432 27,394 27,450 27,510 27,541 3 4 Utilities Retail Sales 41,034 33,759 34,843 29,515 28,065 33,243 33,852 34,339 36,422 38,683 40,918 42,694 44,275 45,736 46,948 47,566 5 Service Connection & Capacity Fees 592 731 654 602 961 1,017 1,048 1,079 1,111 1,145 1,179 1,179 1,179 1,179 1,179 1,179 6 Other Revenues & Transfers In 103 830 313 415 873 1,857 2,965 3,395 3,906 4,251 4,573 4,916 5,266 5,623 6,081 6,043 7 Interest plus Gain or Loss on Investment 1,119 (239)706 450 730 526 361 362 256 227 209 237 272 297 322 338 8 Total Sources of Funds 42,847 35,081 36,517 30,982 30,629 36,643 38,225 39,175 41,695 44,306 46,879 49,025 50,992 52,835 54,530 55,126 9 10 Purchases of Utilities: 11 Supply Commodity 15,356 12,461 12,992 9,537 9,178 10,098 12,106 11,487 11,805 12,097 12,495 13,001 13,616 14,254 14,980 15,468 12 Supply Transportation 879 994 1,333 982 (1,051)2,944 3,331 3,444 3,499 3,487 3,526 3,568 3,611 3,655 3,699 3,767 13 Total Purchases 16,235 13,455 14,325 10,519 8,127 13,042 15,437 14,931 15,304 15,584 16,021 16,569 17,227 17,909 18,679 19,235 14 15 Administration (CIP + Operating)3,473 4,273 3,988 4,007 3,337 3,064 3,147 3,232 3,319 3,408 3,500 3,594 3,691 3,790 3,892 3,997 16 Customer Service 1,270 1,358 1,338 1,195 1,097 1,584 1,644 1,705 1,767 1,830 1,896 1,964 2,034 2,107 2,183 2,261 17 Demand Side Management 614 630 438 632 566 1,471 1,512 1,554 1,597 1,641 1,686 1,732 1,780 1,828 1,879 1,930 18 Engineering (Operating)333 340 352 369 426 529 547 565 584 604 623 644 665 687 710 733 19 Operations and Maintenance 5,032 4,940 4,119 4,403 4,153 5,980 6,189 6,398 5,613 5,807 6,007 6,215 6,429 6,652 6,882 7,120 20 Resource Management 729 506 516 556 472 724 748 772 798 823 850 877 905 934 965 996 21 Debt Service Payments 406 296 805 804 249 803 802 800 800 802 803 804 802 799 802 - 22 Rent 230 219 419 431 443 455 467 480 492 505 519 532 546 561 574 587 23 Transfers to General Fund 6,006 5,971 5,811 5,730 6,194 6,594 7,035 6,888 7,069 7,069 7,974 8,370 8,794 9,248 9,734 9,739 24 Other Transfers Out 170 207 606 151 303 484 496 508 520 533 546 560 573 587 602 617 25 Capital Improvement Programs 7,821 7,620 1,026 1,832 5,017 2,214 2,074 5,725 5,960 6,145 6,335 6,525 6,721 6,923 7,130 7,344 26 Total Uses of Funds 42,320 39,814 33,743 30,629 30,384 36,943 40,098 43,557 43,823 44,751 46,759 48,386 50,169 52,027 54,032 54,561 27 28 Into/ (Out of) Reserves 528 (4,733)2,773 353 245 (300)(1,874)(4,382)(2,127)(446)120 639 823 808 499 565 29 30 Reappropriations + Commitments 19,211 19,363 11,305 6,491 6,255 6,255 6,255 6,255 6,255 6,255 6,255 6,255 6,255 6,255 6,255 6,255 31 Plant Replacement 1,000 1,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 32 CIP Reserve 0 0 0 1,591 3,820 3,820 3,820 3,820 3,820 3,820 3,820 3,820 3,820 3,820 3,820 3,820 33 Rate Stabilization 15,992 11,318 15,981 7,215 6,018 6,018 4,810 524 0 0 0 0 0 0 0 0 34 Operations Reserve 0 0 0 10,847 10,296 9,873 9,208 9,112 7,508 7,063 7,183 7,822 8,645 9,453 10,768 11,333 35 Unassigned 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 Total Reserves 36,203 31,681 27,286 26,144 26,389 25,966 24,093 19,711 17,583 17,138 17,258 17,897 18,720 19,528 20,843 21,409 37 (1,142)245 (423)(1,874)(4,382)(2,127)(446)120 639 823 808 1,315 566 38 Short Term Risk Assessment Value 1,226 3,753 3,560 3,363 3,918 4,231 4,575 4,910 5,144 5,340 5,510 5,635 5,659 39 40 Operations Reserve Guidelines 41 Min (60 Days Commodity + O&M) 5,620 5,000 5,821 6,139 6,074 6,039 6,136 6,412 6,622 6,856 7,100 7,357 7,425 42 Target (90 Days Commodity + O&M) 8,429 7,500 8,731 9,208 9,112 9,058 9,204 9,618 9,933 10,284 10,650 11,036 11,137 43 Max (120 Days Commodity + O&M) 11,239 10,000 11,641 12,277 12,149 12,077 12,272 12,824 13,244 13,712 14,201 14,715 14,849 44 City of Palo Alto Gas Utility Fiscal Year GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 32 | Page APPENDIX B: GAS UTILITY CAPITAL IMPROVEMENT PROGRAM (CIP) DETAIL Project #Project Name Reappropriated / Carried Forward from Previous Years Current Year Funding Budget Amendments Spending, Current Year Remaining in CIP Reserve Fund Commitments FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 ONE TIME PROJECTS GS-10000 Gas Station 3 Rebuild - - - - - - - - - - - GS-15001 Security at Receiving Stations 275,000 - 150,000 (1,563) 423,437 109,174 - - - - - Subtotal, One-time Projects 275,000 - 150,000 (1,563) 423,437 109,174 - - - - - GAS MAIN REPLACEMENT (GMR) PROGRAM GS-09002 GMR - Project 19 - - - - - - - - - - - GS-10001 GMR - Project 20 - - - - - - - - - - - GS-11000 GMR - Project 21 100,000 - (100,000) - - - - - - - - GS-12001 GMR - Project 22 3,571,560 - 3,000 (144,495) 3,430,065 - - - - - - GS-13001 GMR - Project 23 620,650 3,010,000 (2,967,500) (42,500) 620,650 - - 3,588,150 - - - GS-14003 GMR - Project 24 - 640,000 - - 640,000 - - - 3,100,000 - - GS-15000 GMR - Project 25 - - - - - - - - 659,000 3,200,000 - GS-16000 GMR - Project 26 - - - - - - - - - 678,200 3,300,000 GS-20000 GMR - Project 27 - - - - - - - - - - 700,000 GS-20001 GMR - Project 28 - - - - - - - - - - - Subtotal, Gas Main Replacement Program 4,292,210 3,650,000 (3,064,500) (186,995) 4,690,715 - - 3,588,150 3,759,000 3,878,200 4,000,000 TOOLS AND EQUIPMENT GS-13002 General Shop Equipment/Tools 70,106 100,000 (170,106) - - - - - - - - GS-01019 Global Positioning System - - - - - - - - - - - GS-03008 Polyethylene Fusion Equip.- - - - - - - - - - - GS-14004 Gas Distribution System Model 126,365 - 19,574 - 145,939 19,574 - 640,000 - - - Subtotal, Tools and Equipment 196,471 100,000 (150,532) - 145,939 19,574 - 640,000 - - - GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 33 | Page Gas Utility Capital Improvement Program (CIP) Detail (continued) Project #Project Name Reappropriated / Carried Forward from Previous Years Current Year Funding Budget Amendments Spending, Current Year Remaining in CIP Reserve Fund Commitments FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 ONGOING PROJECTS GS-11002 Gas System Improvements 202,373 231,913 (173,254) (77,393) 183,639 87,771 238,870 246,036 253,417 261,020 268,851 GS-03009 System Ext. - Unreimbursed 128,690 198,500 (334,679) (62,123) (69,612) - 204,455 210,590 216,908 223,415 230,117 GS-80019 Gas Meters and Regulators 304,927 355,030 (659,957) - - - 365,681 376,652 387,952 399,591 411,579 Subtotal, Ongoing Projects 635,990 785,443 (1,167,890) (139,516) 114,027 87,771 809,006 833,278 858,277 884,026 910,547 CUSTOMER CONNECTIONS (FEE FUNDED) GS-80017 Gas System Extensions 213,712 1,228,500 (1,209,764) (660,368) (427,920) 158,819 1,265,355 1,303,315 1,342,415 1,382,688 1,424,169 Subtotal, Customer Connections 213,712 1,228,500 (1,209,764) (660,368) (427,920) 158,819 1,265,355 1,303,315 1,342,415 1,382,688 1,424,169 GRAND TOTAL 5,613,383 5,763,943 (5,442,686) (988,442) 4,946,198 375,338 2,074,361 6,364,743 5,959,692 6,144,914 6,334,716 Funding Sources Connection Fees 1,017,000 (1,209,764) 1,047,510 1,078,935 1,111,303 1,144,642 1,178,981 Utility Rates 4,746,943 (4,232,922) 1,026,851 5,285,808 4,848,389 5,000,272 5,155,735 CIP-RELATED RESERVES DETAIL 6/30/2016 (Actual) 6/30/2017 (Unaudited) Reappropriations 5,345,914 4,570,860 Commitments 267,469 375,338 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 34 | Page 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 GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 35 | Page 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 related 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 36 | Page Section 8. Operations Reserve 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 37 | Page Section 10. Intra-Utility Transfers Between Supply and Distribution Funds 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. GAS UTILITY FINANCIAL PLAN April 1 2 , 2016 38 | Page 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. APPENDIX E: GAS UTILITY COMMUNICATIONS SAMPLES EXCERPTED DRAFT MINUTES OF THE APRIL 5, 2017 UTILITIES ADVISORY COMMISSION ITEM 3: ACTION: Staff Recommendation that the Utilities Advisory Commission Recommend that the City Council Adopt a Resolution Approving the Fiscal Year 2018 Gas Utility Financial Plan With no Changes to Gas Distribution Rates Senior Resource Planner Eric Keniston gave an overview of the Gas Utility financial forecast. No gas distribution rate change was proposed, but customers would see a bill increase as a result of the Carbon Neutral Gas Plan approved by Council in November 2016. A charge of up to ten cents per therm had been approved to buy offsets for all gas delivered within Palo Alto. Staff projected this would cost $1.3 million dollars in FY 2017, resulting in a projected 4% increase. This had not been highlighted in the projections presented at the March 2017 UAC meeting. However, aside from noting this impact, staff had no changes from the proposal presented at the March meeting. ACTION: Vice Chair Danaher made a motion to recommend Council approval of the staff recommendation. Commissioner Ballantine seconded the motion. The motion passed unanimously (5-0, with Chair Cook, Vice Chair Danaher and Commissioners Ballantine, Johnston, and Schwartz voting yes and Commissioners Forssell and Trumbull absent) ATTACHMENT C