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2001-085RESOLUTION NO. 2001R-85 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANAHEIM AMENDING RATES, RULES AND REGULATIONS FOR THE SALE AND DISTRIBUTION OF ELECTRICITY AS ADOPTED BY RESOLUTION NO. 71R-478 AND MOST RECENTLY AMENDED BY RESOLUTION NO. 2001R-61. WHEREAS, the City of Anaheim (Anaheim) maintains an electric generation and distribution system for the distribution of electricity to residents and inhabitants of Anaheim and has adopted Rates, Rules and Regulations for the sale and distribution of electricity; and WHEREAS, the Anaheim Municipal Code authorizes the City Council to approve reasonable Rates, Rules and Regulations governing electric service and fees for providing electric service; and WHEREAS, Section 385 of the California Public Utilities Code requires that each local publicly owned electric utility establish a nonbypassable usage based charge to fund investments by the utility and others for certain enumerated public benefit purposes, which charge shall be collected from all electric service customers of Anaheim's electric utility, regardless of the customer's energy supplier; and WHEREAS, those statutorily-enumerated purposes are 1) cost effective demand-side management services, 2) new investment in renewable energy resources and technologies consistent with existing statutes and regulations which promote those resources and technologies, 3) research, development and demonstration programs for the public interest to advance science or technology which is not adequately provided by competitive and regulated markets, and 4) services provided for iow-income electricity customers, including but not limited to, targeted energy efficiency service and rate discounts; and WHEREAS, by Resolution 98R-257, the City Council approved Rule 26 of the Electric Rates, Rules and Regulations establishing a ten percent (10%) discount to income-qualified seniors; and WHEREAS, at its meeting on April 5, 2001, the Public Utilities Board recommended approval of a revision to Rule 26 establishing a ten percent (10%) discount for long-term disabled, income-qualified customers to be effective June 1, 2001; and WHEREAS, the City Council finds and determines that adoption of revisions to the Electric Rates, Rules and Regulations is exempt from the California Environmental Quality Act pursuant to Section 21080(b) (8) of the California Public Resources Code. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Anaheim as follows: 1. The revisions to Rule 26 of the Electric Rates, Rules and Regulations as set forth in Appendix A establishing a discount for long-term disabled, income-qualified customers shall be and is hereby adopted and shall be effective June 1, 2001. 2. That the Senior Low-Income Energy Assistance Program shall be and is hereby renamed the Energy Discount for Income- Qualified Senior or Long-term Disabled Customers. 3. That the Public Utilities General Manager is authorized and directed to prepare, promulgate, publish and take any and all actions necessary to implement the revisions to Rule 26 of the Electric Rates, Rules and Regulations as set forth herein. THE FOREGOING RESOLUTION is approved and adopted by the City Council of the City of Anaheim this 17thday of April , 2001. ATTEST: OF THE CITY OF ANAHEIM MAYOR OF THE CITY OF A~EIM 39560.1/lmoses/April 4, 2001 CITY OF ANAHEIM Utilities Financial Services 201 S. Anaheim Blvd. Anaheim, CA 92805 ELECTRIC RATES, RULES AND REGULATIONS RATES, RULES AND REGULATIONS TABLE OF CONTENTS Page No. v EFFECTIVE TITLE DATE PAGE NO. Rule No. 15.2: Underground Extensions Within New Commercial and Industrial Developments 01-01-92 Rule No. 16: Service Connections and Facilities on Customers' Premises 06-01-79 continued 11-03-82 continued 11-14-71 continued 11-03-82 continued 07-01-99 continued 10-01-89 continued 07-03-95 Rule No. 17: Meters Tests and Adjustment of Bills for Errors 10-01-89 continued 07-01-95 Rule No. 18: Supply to Separate Premises and Resale 10-01-89 Rule No. 19:Rate Stabilization Account 01-06-88 continued 05-01-98 Rule No. 20: Replacement of Overhead with Underground Distribution Facilities 01-01-92 continued 03-01-96 continued 01-01-92 Rule No. 21: Swimming Pool Off-Peak Filtration 05-01-97 continued 05-01-97 Rule No. 22: Cogeneration and Small Power Production Interconnection Standards 11-18-86 continued 10-01-89 continued 11-18-86 continued 11-18-86 continued 11-18-86 Rule No. 23: Utility Charges 07-01-99 Rule No. 24: Electric Division Charges 07-01-99 continued 07-01-99 continued 07-01-99 continued 06-17-97 continued 06-17-97 continued 07-01-99 Rule No. 25: California Public Benefit Fee 01-01-98 continued 01-01-98 Rule No. 26: Seniar Low Income Energy Assistance !2 0l 98 06-01-01 Energy Discount for Income-Qualified Senior or Long-term Disabled Customers continued Rule No. 27: Competitive Transition Charge 09-30-99 continued 09-30-99 (Continued) 3.15.2.1 3.16.1 3.16.2 3.16.3 3.16.4 3.16.5 3.16.6 3.16.7 3.17.1 3.17.2 3.18.1 3.19.1 3.19.2 3.20.1 3.20.2 3.20.3 3.21.1 3.21.2 3.22.1 3.22.2 3.22.3 3.22.4 3.22.5 3.23.1 3.24.1 3.24.2 3.24.3 3.24.4 3.24.5 3.24.6 3.25.1 3.25.2 3.26.1 3.26.2 3.26.3 3.27.1 3.27.2 ISSUED BY: Effective: 06-01-01 .by Resolution No.: Dated: Marcie L. Edwards Edward K. Ag~ayan Superseding Resolution No.: 99R-205 Dated: General Manager 09-14-99 CITY OF ANAHEIM Utilities Financial Services 201 S. Anaheim Blvd. Anaheim, CA 92805 ELECTRIC RATES, RULES AND REGULATIONS RULES TABLE OF CONTENTS Page No. 3.0.1 RULE NO. TITLE PAGE NO. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 15.1 15.2 16 17 18 19 20 21 22 23 24 25 26 27 28 Definitions Description of Service Application for Service Contracts Special Information Required on Forms Establishment and Reestablishment of Credit Deposits Notices Rendering and Payment of Bills Disputed Bills Discontinuance and Restoration of Service Rates and Optional Rates Temporary Service Shortage of Supply and Interruption of Delivery Line Extensions Underground Extensions Within New Residential Subdivisions Underground Extensions Within New Commercial and Industrial Developments Service Connections and Facilities on Customers' Premises Meter Tests and Adjustment of Bills for Errors Supply to Separate Premises and Resale Rate Stabilization Account Replacement of Overhead with Underground Distribution Facilities Swimming Pool Off-Peak Filtration Cogeneration and Small Power Production Interconnection Standards Utility Charges Electric Division Charges California Public Benefit Fee Energy Discount for Income-Qualified Senior Or Long-term Disabled Customers Competitive Transition Charge Customer Choice Program 3.1.1 3.2.1 3.3.1 3.4.1 3.5.1 3.6.1 3.7.1 3.8.1 3.9.1 3.10.1 3.11.1 3.12.1 3.13.1 3.14.1 3.15.0.1 3.15.1.1 3.15.2.1 3.16.1 3.17.1 3.18.1 3.19.1 3.20.1 3.21.1 3.22.1 3.23.1 3.24.1 3.25.1 3.26.1 3.27.1 3.28.1 ISSUED BY: Effective: 06-01-01by Resolution No.: ~'~ ..... '~ ^ ~'; ..... Superseding Resolution No.: 99R-141 Marcie L. Edwards ....... v General Manager Dated: Dated 06-22-99 CITY OF ANAHEIM Utilities Financial Services 201 S. Anaheim Blvd. Anaheim, CA 92805 ELECTRIC RATES, RULES AND REGULATIONS RULE NO. 26 Page No. 3.26.1 ENERGY DISCOUNT FOR INCOME-QUALIFIED SENIOR OR LONG-TERM DISABLED CUSTOMERS GENERAL The City Council, by Resolution, suspended the Public Benefit Fee, effective January 1, 2001 and approved the funding of the Public Benefit Programs from 2.85% of electric revenues.approved Rule pragra-~ Programs are established in the areas of: demand-side management; low-income se~ices and rate disco~ts; research, development and demonstration program; and renewable resources. The Senior Low-Income Energy Assistance Program is one of the programs adopted by the City Council in the area of low-income rate discounts. On September 30, 2000, the Governor signed into law ~995 (Wright), which extended the collection of the Public Benefit Fee through January 1, 2012. Rule 25 ef tke Elec~ic Rates, Rules an~ Regulatiens ~+~K1;~h~A .... K.~o~l ....... ~A C~ C~ ~11 ~,.o+ ....... ~.~A ~h .... ~h A~L~ D,,~I~ fT+~14+~~ Discount for Income-Qualified Senior or Long-term Disabled Customers Tke Senior Lew lucerne ~--~-byc ...... .A°o;..o~o...~ ...... Pregram shall be temnated when Public Benefit Funds are exhausted or by reco~endation of the Public Utilities Board and approval of the CiW Council. Qualifying Anaheim Public Utilities Depa~ent !my inceme senior and disabled customers, as set fo~h in Section B, will receive a 10% elec~ic discount, as set fo~h in Section E, te qualifying :ustemer: on their residential elec~ic charges. The discount shall be provided t~ough the Energy Discount for Income- Qualified Senior or Long-term Disabled Customers Sen/er Lew !nceme Energy Assistanse Pregram. TE~S OF THE AGREEMENT - QUALIFICATIONS Applicants shall be pre-qualified by the Co~uni~ Development Housing Authori~. To receive the o,-~.~;~-, ~,~,, ~-~-,~; ..... assistance as an income-qualified senior, the customer shall meet the following ~idelines: 1. Have an a~ual household income level of 80% or less ~an the Orange Coun~ median, according to the a~ual Housing and Urban Development (HUD) Section 8 income guidelines. 2. Be at least 62 years of age. 3. Submt Social SecuriW and hll income documentation such as W2's, 1099 fo~, prior year tax re~m, or gocial gecuri~ Admnis~ation income verification. Anaheim residential electric customer of record. (Continued) ISSUED BY: Marcie L. Edwards General Manager Effective: 06-01-01 by Resolution No.: Dated: Superseding Resolution No.: 98R-257 Dated:12-01-98 CITY OF ANAHEIM ELECTRIC RATES, RULES Utilities Financial Services AND REGULATIONS 201 S. Anaheim Blvd. Anaheim, CA 92805 RULE NO. 26 SENIOR LOW INCO~E ENERC¥ ASS!STanCE ENERGY DISCOUNT FOR INCOME-QUALIFIED SENIOR OR LONG-TERM DISABLED CUSTOMERS Page No. 3.26.2 To receive the assistance as an income-qualified long-term disabled customer the following guidelines must be met: 1. Have an annual household income level of 80% or less than the Orange County median, according to the annual Housing and Urban Development (HUD) Section 8 income guidelines. 2. Submit Social Security Supplement to Income (SSI) or a letter from a physician. 3. Submit Social Security and full income documentation such as W2's, 1099 forms, prior year tax return, or Social Security Administration income verification. 4. Anaheim residential electric customer of record. ADJUSTMENT OF ELECTRiC BILLS Income-qualified.~,_.j~;r-';--...~, Iow income, senior and disabled residential electric customers will receive an electric discount of 10% on their residential electric charge. For the purpose of this Rule, the electric charge includes the customer charge and the energy charges. The discount shall appear as a line item on the customers' bills. The discount shall be calculated separately for each customer individually metered by the Department, based upon the electric charge. Master-metered Anaheim electric customers that provide electric sub-metering to qualified tenants are also eligible for the electric discount. The master-metered customer shall be issued a flat discount amount equal to 10% of the average low-income, senior electric charge. This will be multiplied by the number of income-qualified !ow income, senior tenants who qualify. TERMINATION OF BILLING DISCOUNT Once instituted, the discount shall remain in effect until January 1, 2012 f.~r fm:r years or until one of the following occurs: 1. The annual household income of the income-qualifying ..... ~ .... :.~ ..... ..... ~, senior or disabled person exceeds 80% of the Orange County median. 2. For individually metered accounts, the qualifying senior or disabled person is no longer named on the account. 3. For master-metered accounts, the qualifying senior or disabled person is no longer named as the tenant. 4. The Public Benefit Funds are exhausted. 5. The Sen/er Lv, w !nccme Energy Discount for Income-Qualified Senior or Long-term Disabled Customers Program Energy Assistance Program is terminated for any reason by recommendation of the Public Utilities Board and approval of the City Council. (Continued) ISSUED BY: Marcie L. Edwards General Manager Effective: 06-01-01 by Resolution No.: Dated: Superseding Resolution No.:. 98R-257 Dated:12-01-98 CITY OF ANAHEIM ELECTRIC RATES, RULES Utilities Financial Services AND REGULATIONS 201 S. Anaheim Blvd. Anaheim, CA 92805 RULE NO. 26 SENIOR LOW INCO~E ENERGY ASSIST,$~NCE ENERGY DISCOUNT FOR INCOME-QUALIFIED SENIOR OR LONG-TERM DISABLED CUSTOMERS Page No. 3.26.3 BILLING DISCOUNT 1. -vT .... ,, ,,,~u-.~,~ ..... Income-qualifed senior and disabled customers who are individually metered by the Department will receive a 10% discount applied to the total electric charge on their bill, including the customer charge and total kWh charges, as shown in the following formula: Total customer and kWh charges X. 10 = Electric Discount 2. Master-metered Anaheim electric customers that provide electric sub-metering and issue electric bills to their tenants shall be issued a flat monthly discount for their qualifying low-~mcome senior and disabled tenants using the following formula: Number of qualified lo':,' income senior and disabled tenants X Average* senior and disabled electric !ow/ncome bill X. 10 = Flat Monthly Electric Discount *The average income-qualified senior or disabled~-.~.o~:^~, .~ ......-~-.~ ..... bill shall be calculated from the previous year's average electric charges for a random sample of 500 income-qualified senior and disabled !ow income customers identified in E1 above. The master-metered Anaheim electric customer shall pass this savings directly to the qualified, Iow income senior and disabled tenants. ISSUED BY: Marcie L. Edwards General Manager Effective: 06-01-01 by Resolution No.: Dated: Superseding Resolution No.:. 98R-257 Dated: 12-01-98 STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss. CITY OF ANAHEIM ) I, SHERYLL SCHROEDER, City Clerk of the City of Anaheim, do hereby certify that the foregoing Resolution No. 2001R-85 was introduced and adopted at a regular meeting provided by law, of the Anaheim City Council held on the 17th day of April, 2001, by the following vote of the members thereof: AYES: MAYOR/COUNCIL MEMBERS: Feldhaus, Kring, Tait, McCracken, Daly NOES: MAYOR/COUNCIL MEMBERS: None ABSENT: MAYOR/COUNCIL MEMBERS: None ~ITY CLEI~K OF THE CITY OF ANAHEIM (SEAL)