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HomeMy WebLinkAboutO-2006-2899 8 ASKINS & ARMSTRONG, P. C. ATTORNEYS AT LAW 702 W. FAIR MONT PARKWAY P.O. BOX 1218 LA PORTE, TEXAS 77572-1218 KNOX W. ASKINS ..JOHN D. ARMSTRONG CLARK T. ASKINS TELEPHONE 281.471.1886 TELECOPIER 281.471.2047 K A SKINS@HOUSTON.RR.COM JOHN-A@SWBELl.NET C TASKINS@SWBELL.NET June 19, 2006 JUN 1 q 2006 Ms. Martha A. Gillett City Secretary City of La Porte City Hall La Porte, Texas Re: Agenda Request for CenterPoint Energy, Inc. Matters -- June 26, 2006. Dear Martha: Please place the ordinance approving and authorizing an agreement between the City of La Porte and Centerpoint Energy Houston Electric, in connection with the rate case, on the City Council agenda of June 26, 2006, as an action item. Mr. Richard arum, Service Area Supervisor for CenterPoint Energy, Inc. has advised me that all of the coalition cities, together with some additional cities within the company's system, have approved the "Term Sheet for Settlement of Centerpoint Energy Houston Electric (CEHE) Rate Case". It is my understanding that the approval by the cities is not binding upon the Public utility Commission. Upon passage of the requested ordinance, the City of La Porte would join the other cities in their petition to the PUC to approve the agreement. Please place on the June 26, 2006, agenda, the enclosed ordinance granting Centerpoint Energy Houston Electric, LLC, a 30 year franchise, as a workshop item. The City's Home Rule Charter requires two (2) readings on an ordinance granting a franchise, which readings must be more than thirty (30) days apart. I am requesting that the franchise ordinance be placed on the City Council agenda of Monday, July 10, 2006, for its first reading, and placed on the City Council agenda of Monday, August 14, 2006, for its second reading. Following passage on second reading, the caption of the ordinance noting the place where the full text may be examined by the public, shall be published once each week for four (4) consecutive weeks in the Bayshore Sun, the official newspaper of the City. The ordinance takes effect sixty (60) days after its final passage, which will be on October 15, 2006. ASKINS & ARMSTRONG. p, C, ATTORNEYS AT LAW Martha A. Gillett June 19, 2006 page 2 Mr. Richard Orum of CenterPoint Energy will be present for the meeting of June 26, 2006, to answer any questions which City Council may have concerning either of these items. Y~trulY' Knox W. Askins City Attorney City of La Porte KWA: sw Enclosures ;5(3 REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: A>>ril 24. 2006 A>>>>ro>>riation Requested By: Debra Feazelle, City Mana2er Source of Funds: Department: Administration Account Number: Report: Resolution: Ordinance: x Amount Budgeted: Exhibits: Ordinance 2006- Amount Requested: Exhibits: A.2reement Budgeted Item: N/A Exhibits: SUMMARY & RECOMMENDATION The Public Utility Commission of Texas issued an order requiring CenterPoint Houston to file a transmission and distribution rate filing package on or before April 15, 2006. Center Point has approached La Porte to enter into an agreement with CenterPoint that would resolve all issues related to the docket, to continue existing base rates, and to establish certain procedures to be applied to CentePoint for the calendar years 2006-2009 as listed in the attached Term Sheet for Settlement of CenterPoint Houston Electric Rate Case. Staff recommends Council approve of an agreement with Center Point Energy Houston Electric. Action Required bv Council: Consider approval of an ordinance approving an agreement between the City and CenterPoint Energy Houston Electric. 4- ;CJ-tJ!c Dare { iN 1 ~ M~ ORDINANCE NO. 2006-). <jqq AN ORDINANCE APPROVING AND AUTHORIZING AN AGREEMENT BETWEEN THE CITY OF LA PORTE AND CENTERPOINT ENERGY HOUSTON ELECTRIC; MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE SUBJECT; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: Section 1. The City Council hereby approves and authorizes the contract, agreement, or other undertaking described in the title of this ordinance, in substantially the form as shown in the document which is attached hereto and incorporated herein by this reference. The City Manager is hereby authorized to execute such document and all related documents on behalf of the City of La Porte. The City Secretary is hereby authorized to attest to all such signatures and to affix the seal of the City to all such documents. Section 2. The City Council officially finds, determines, recites, and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. Section 3. This Ordinance shall be effective from and after its passage and approval, and it is so ordered ~ ~ ~ Of; P ~SSED AND APPROVED, this 24111'd:a :fAp ~ 2066. By: C~R~.. L~,\~ Alton E. Porter, Mayor qaMk-f1j JilL Martha A. Gillett City Secretary ~1 /---- .. ( APPRO~U ~ / ' . /"I,~ t.. v1.Y1- Knox W. Askins City Attorney TERM SHEET FOR SETTLEl\1ENT OF CENTERPOINT ENERGY HOUSTON ELECTRIC (CERE) RATE CASE 1) Provide a system wide annual benefit of $70 million ($50 million plus $20 million for renegotiated City of Houston franchise) for each of the years 2006-2009* - Y. 'i r.5 Dollars in Millions System Wide a. Conservation/Energy efficiency programs** b. Public use to promote health, safety, welfare of citizens and rate credits c. F~phise paytnents to non-Houston cities d. Ren'bgotiated franchise payment to City of Houston e. Storm reserve $15 Totals in millions $26 $ 4 $20 $ 5 $70 2) Current CERE base rates will not change. 3) The Company will continue to be able to file for the following: a. Updates to Transmission Cost Recovery Factors b. Updates to Transmission Cost Of Service c. Surcharges for advance metering as approved by the PUC (parties may intervene) d. Tariffs/riders to comply with the retail market's new terms and conditions 4) Beginning with the reporting year 2006, CERE agrees to file an Annual Settlement Report providing a calcul,ation based on the PUC's current annual Earnings Monitoring Report. The expenditures associated with paragraph 1 above shall be included in the report 8f1d considered reasonable and necessary expenses for purposes of calculating CERE's earned returns on equity (ROE) and overall cost of capital. There will be a ROE range of 10% to 11 %. In the event that the calculated ROE is above the 11%, an additional amount equal to one-half of those excess revenues above that point will be provided as an additional benefit prorated between conservation/energy efficiency programs and public use in the calendar year following the year monitored by the Annual Settlement Report. In the event that the calculated ROE falls below the 10%, then one-half of the revenue shortfall will reduce the annual benefit prorated between conservation/energy efficiency programs and public use. In the event that the ROE exceeds 12%, the settlement agreement may be reopened. See Appendix A Confidential for settlement purposes only 1 5) CEHE agrees to file a system wide rate case in June 2010, based on a 2009 test year, unless the Cities and the Company mutually agree that such a filing is unnecessary. 6) Rates can be adjusted for force majeure (including but not limited to regulatory/legislative changes, tax law changes, accounting changes or terrorism). * ** Assumes agreement by all coalition cities. The annual benefit associated with conservation/energy efficiency programs is in addition to the $13 million currently in base rates. Confidential for settlement purposes only 2 Appel)dix A CenterPoint Energy Houston Electric (CEHE) If ROE> 12% - Option to Re-Open If ROE > 11% Excess Revenues Shared 50/50 and Provided as an Additional Annual Benefit* 11.0% ROE If ROE is within this Range, ............ t 10.5% Midpoint ROE No Change to Annual Benefit ! ~~crJlnW~~~ra'N&'~8cf.r.rr:~~gnservationlenergy 10.0% ROE If ROE < 10% Annual Benefit to be Reduced by One-half of Revenue Shortfall* Confidential for settlement purposes only 3 ALLOCATION OF BENEFITS Recommendation for the proposed allocation of the annual benefit of $50 million is as follows: 1. Franchise agreements for cities other than Houston will be extended for 30 years or until 2046, which ever is sooner, contingent on an approved settlement agreement. The franchise payments for these cities will be based on the average of the two highest years from 1998-2005, but in no case will it be less than the highest annual payment received since deregulation. 1bis is consistent with the mechanism used in the City of Houston's new franchise agreement. Re-negotiated franchises are not reflected in current base rates and will be taken into account under paragraph 4 of the term sheet The City of Houston annual franchise payment increased by approximately $20 million. 2. Storm reserve in the amount of $5 million is an estimated annual amount to build the reserve to handle costs associated with a catastrophic event and will be applied on a system-wide basis only. 3. Additional ConservationJEnergy Efficiency measures above those included in current base rates are projected to be approximately $15 millIon a year. The projected funding will be allocated between the City of Houston (40%) and all remaining areas (60%). The 40% allocation approximates the revenues received from meters located within the City of Houston. 4. Any remaining dollars that have not been used to achieve the $50 million annual benefit will be allocated to Public use to promote health, safety & welfare of citizens and provide rate credits. These amounts will be allocated based on a ratio of kwh delivered in each city to the kwh delivered on the total system. Based on above, the following allocations were determined: Total system wide annual benefit $50 million 1) Houston total * Conservation/Energy Efficiency Public Use $16 million $ 6 million $10 million 2) Non Houston total Franchise Conservation/Energy Efficiency Public Use $29 million $ 4 million $ 9 million $16 million 3) Storm Reserve $ 5 million * Increases to $36 million when renegotiated Franchise payment of $20 million is added. Confidential for settlement purposes only 4 CenterPoint Energy Houston Electric - Energy Conservation Expansion Plan Projected Current Additional Pro2l"am Prouam Type Snend.in2 Spendin2: Community Weatherization Low Income - Existing $0.4 $1.6 Hard-to-Reach Std. Offer Low Income - Existing 1.9 1.0 Multi-Family Water/Space Htg Low Income - Existing 0.5 0.5 Energy Star Affordable Homes Low Income - Existing 0.1 0.5 Appliance RecycIing/Replacement Low IncomelResidential - New 1.0 Community Agency Outreach Low Income - New 1.0 Multi-Family Energy Efficiency Multi-Family Res. - New 1.0 Energy Star New Home Residential - Existing 3.0 1.0 Trees for Efficiency Res.fLow Income - Existing Pilot 0.1 0.2 Energy OutreacblEducation Residential - New 1.0 Residential/8m Commercial Std. Offer ResJSm.Commercial- Existing 0.8 1.0 T..Joad Management ResJCommercial- New 0.1 0.5 Jreen Building / LEED Program Commercial - New 0.5 CommerciallIndustrial Std. Offer CommerciallIndustrial Existing 4.6 2.0 Building Commissioning CommerciallIndustrial Existing 1.6 0.5 Smart Schools .. Institutional - Existing Pilot 0.3 0.7 Municipal Efficiency Program Municipal - New 1.0 Total $13.4 $15.0 (1) All spending values in million $ (2) Projected additional spending is incremental over current spending. /,q ~J Confidential for settlement purposes only 5 CriterialRationale for Selectill!! Prouams . Emphasize Residential and low income but not exclusively . Scale-up existing programs based on current demand for them . Select programs with fast start-up . Add new programs which we have implemented in past or which have been implemented by other utilities . Select programs that are sustainable and can transform energy efficiency IIiarkets . Leverage and expand the Pleasantville weatherization initiative . Integrate the TDHCA weatherization program into low-income weatherization program . Utilize local community action and development agencies as an energy conservation delivery channel . Initiate a strong bilingual consumer outreach and education program that giyes consumers useable tools and information to control and manage energy bills . Programs are implemented through the competitive market by energy efficiency service providers to maximum extent Proe-ram Descriptions Community Weatherization - Expansion of the Pleasantville weatherization project to other communities and multi-family dwellings. Integrates TDHCA Weatherization Program. Hard-to-Reach Standard Offer - Incentives for energy efficiency measures targeting customers below 200% of federal poverty guidelines. Multi-Family Water and Space Heating - Incentives to developers for installation of gas water and space heating in apartments, primarily low-income. Energy Star Affordable Homes - Promotion of Energy Star efficiency standards in affordable new home market. Appliance RecyclinglReplacement - Removal of old refrigerator and replacement with new energy efficient model for low income customers. Also includes window NC upgrades plus insulation addition. Community Agency Outreach - Incentive program for efficiency upgrades to new and existing homes through area community development and action agencies such as Sheltering Arms, Urban League, Habitat for Humanity, Rebuild Houston Together, etc. Multi-Family Energy Efficiency - Incentives to builders/developers who build apartments to Energy Star standards. Energy Star New Home - Promotion of energy efficient new home construction through incentives, training, Energy Star certification. Confidential for settlement purposes only 6 Trees for Efficiency - Promotion of tree planting to promote shading and reduced AlC energy use. Includes low income component involving City of Houston/Houston HOPE organization. Energy OutreachlEducation - Area-wide dissemination of educational materials and kits to give customers tools to reduce energy use. Residential/SmaIl Commercial Standard Offer - Incentives for a variety of residential and small commercial efficiency measures. Load Management - Payments to customers for shifting electric load from peak to off-peak periods. The City of Houston plus other cities have participated in this type of program in the past. Green BuildinglLEED Program - Incentives to commercial developers/building owners for construction of green/LEED (Leadership in Energy and Environmental Design) qualified buildings. CommerciaIllndustrial Standard Offer - Incentive program for installation of efficiency measures in large commercial and industrial facilities. Building Commissioning - Energy audit and building tune-up for commercial and industrial facilities. Smart Schools - District-wide energy management program for local school districts. Municipal Efficiency Program - Incentives for energy efficiency projects at municipal facilities including office buildings, water/wastewater facilities, traffic light upgrades to LED's. Confidential for settlement purposes only 7 > =. ... ;. II:' Co ... ;I o ;:r ... ~ =- .. ;: i ;I So ;;- ... ;;- ;I o - 'C .. p: 1-3 ~~ = l;;" '"tl o ;:l. CD ~n CD.... 0.1;1) o <0 ~ (l) CO.... _0) g gl;l) (l) 0. ~ n - ~. ~s ~ ~~~4~ Co CD (.> -I ~ ~- 5: :!l 0,9 (j - en <Or- ~m o -I ~ . 0 0 ~ - 0 ~m_ I'J - ~ o -EI') ~ "U oce ~o2: -"feS-=n ~mC.mc N :!lien m .. CD en ::r -" -EI'} ill llIc;;o CiJ '5 0 ...... III ... C ~ - 1lI ::I ~ ~a.g. 8 as"Q. o ; o Q. .' '. :;. .. .. Ill: ;; IS .. .. ~~ .. s I ... e .. o~~ to ~ 15: "'''' 0\0\ "'''' ;;-.. .. l!! ~ it 13... ~ <5 .. .. o :il ~ - c ~:=s .. .,,=1; j 1ft l!: c; 0< ~ =!o C ' t:JS o 8 Ii If 't!"'&"S' ~ .. ~ ~"I ;I- ~~ ~ "'~ .. ~ ~ ': ...... "'''' ~t:J.,,~ --€:$!Lgl!! l:ll:l ~ta...~ ......~. ~a'1 ee~fgi" ...... .. .. ~lirr t:J~E. :l'5 t ~~ -;;ii!l~B ~~!g.ts;:- ~nil II~;'~ ~~ !Qg. .. :z __ jllt "'''' B'" ii !t ...... Iii" "'''' .. !i i r, lllfl~!s-i8 ~=:!B!f'2ft ~~ ! &. .. i ! I = 8~ I~ ~E ~ ~ ~ !:! ~ Dereaulation of Electric Utility Industrv - Januarv. 2002 Prior to deregulation - integrated utility, same company generated electricity, delivered electricity and billed customers. RELIANT ENERGY . . . Generation Delivery Billing & & Metering Retail Subsequent to deregulation - utility (and Reliant) split into three separate businesses. S 131 Billina Be. Retail Retailers Retailers include Reliant Energy, TXU, GEXA Energy, First Choice, Green Mountain, First Constellation, etc. Customers receive one bill from their retail provider. CenterPoint Energy bills the retail providers for "delivering" the electricity. Our portion of the bill received by the customer is about 3.5 centsjkwhr. The average residential rate is approximately 15 centsjkwhr. Franchise Payments . Prior to deregulation, CenterPoint Energy paid 40/0 of gross receipts as a franchise fee. . With deregulation, the utility is unable to pay on gross receipts since the "wire company" does not bill customers. . Senate Bill 7, based upon input from TML, established franchise payments based upon the amount of electricity delivered and the franchise amounts paid in 1998. . $ Paid in Franchise Fees in 1998 = Franchise Factor Kwhr Delivered in 1998 . During subsequent years, franchise fees were paid using the franchise factor Franchise Factor x Kwhr Delivered = Franchise Payment . Proposal- franchise payments will be set as the greater amount of a) the averae of the two (2) highest years from 1998 to 2005 or b) the highest deregulation payment. . Provision for annual adjustment. . Annual Adjustment Annual Adjustment Factor = Year "X" Kwhr 2005 Kwhr