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2000-256RESOLUTION NO. 2000R--256 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. 2000R-35. WHEREAS, the City of Anaheim (Anaheim) maintains electric generation and distribution systems 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 Public Utilities Code requires each local publicly owned electric utility to establish a nonbypassable, usage based charge on local distribution service, in accordance with a formula and for a period as set forth in state law, to fund investments by the utility and other parties in certain programs of public benefit as specified in said Section (the "charge"); and WHEREAS, the City Council hereby affirms that it has heretofore imposed such mandated charge and confirms such charge in the amount and for the duration as required by state law; and WHEREAS, the City Council adopted its Resolution No. 97R-235 approving Rule 25 of the Electric Rates, Rules and Regulations of the City of Anaheim which established a Public Benefit Fee as the means in which said state mandated charge would be collected; and WHEREAS, the City Council hereby finds and determines that, at the present time, electric utility revenues are sufficient to fund said state mandated charge without the collection of the Public Benefit Fee heretofore established pursuant to Rule 25 of the Electric Rates, Rules and Regulations; and WHEREAS, at its meeting held on November 27, 2000, the Public Utilities Board recommended certain revisions to the Electric Rates, Rules and Regulations including suspension of the application of Rule 25, repeal of Rule 27, and certain revisions to Rules 26 and 28 necessary to conform those Rules to the revisions to Rules 25 and 27; and WHEREAS, the City Council of the City of Anaheim wishes to take such actions as are necessary to authorize these revisions to the Electric Rates, Rules and Regulations; and WHEREAS, the City Council approval of these revisions to Rules and Regulations is exempt Quality Act pursuant to Section Public Resources Code. further finds and determines that the text of the Electric Rates, from the California Environmental 21080(b)(8) of the California NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Anaheim as follows: 1. Rule 25 of the Electric Rates, Rules and Regulations shall be, and is hereby, suspended effective January 1, 2001. 2. Rule 27 of the Electric Rates, Rules and Regulations shall be, and is hereby, repealed effective January 1, 2001. 3. That the revisions to the Electric Rates, Rules and Regulations as set forth in Appendix A hereto necessary to conform Rules 26 and 28 to the revisions to Rules 25 and 27 shall be, and are hereby, adopted and shall be effective January 1, 2001. 4. That the Public Utilities and directed to prepare, promulgate, necessary to implement the revisions and Regulations as set forth herein. THE FOREGOING RESOLUTION City Council of the City of Anaheim December , 2000. ATTEST: Z2&C:4' ,,.-, CITY CLEPA OF THE CITY OF ANAHEIM 38097.2/1moses/November 30, 2000 General Manager is authorized publish and take all actions to the Electric Rates, Rules is approved and adopted by the thisl2th day of MAYOR OF HE CITY F ANAHEIM 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. 2000R-256 was introduced and adopted at a regular meeting provided by law, of the Anaheim City Council held on the 12th day of December, 2000, 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 CITY CLER OF THE CITY OF ANAHEIM (SEAL) _..r.. 'T... _..... __,..,....... 0 CITY OF ANAHEIM ELECTRIC PLATES, RULES Utilities Financial Services AND REGULATIONS 201 S. Anaheim Blvd. Page No. 3.25.1 Anaheim, CA 92805 RULE NO. 25 A. GENERAL CALIFORNIA PUBLIC BENEFIT FEE SUSPENDED EFFECTIVE 1/01/2001 AB 1890 is California's comprehensive electric restructuring legislation which was signed into law on ;•' , . September. 23; 1,96 acid became. effective innmediately: Article 8, which :applies ,to in "publicly -owned.. utilities, is- a requirement to collect a separate charge. Publicly owned utilities a*re.allewed to spend the , money collected in any of four categories cited in Public Utilities Code Section 385, which states that "Each local publicly owned electric utility shall establish a noubypassable, usage based charge on local distribution service of not less than the lowest expenditure level of the three largest electrical corporations in California on a percent -of-revenue basis calculated from each utility's total revenue requirement for the year ended December 31, 1994, and each utility's total annual expenditure under paragraphs (1), (2), and (3) of subdivision (c) of Section 381 and Section 382, to fund investments by the utility and other parties in any or all of the following: (1) Cost-effective demand-side management services to promote energy efficiency and energy conservation. (2) ..,,., Ncw investment in renewable energy resources and-%chnologies consistent with existiiig statutes and regulations which promote those resouices 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. (4) Services provided for low-income electricity customers, including but not limited to, energy efficiency service and rate discounts. B. CALIFORNIA PUBLIC BENEFIT FEE The lowest percentage of the three investor-owned utilities is the minimum charge to be collected by publicly owned utilities. Based on the formula and numbers supplied by the California Energy Commission, there is a statewide public utility consensus that the appropriate number for publicly owned utilities is 2.85% for total revenue requirement collected in 1998 through 2000, and 2.7% in 2001. (AB 1890 allows lower expenditures for an investor-owned utility in 2001.) Publicly owned utilities should initiate collection of the Public Benefit Fee coincident with the start date imposed on investor-owned utilities, which is January 1, 1998. ISSUED BY, Effective: 01-01.01 by Resolution No.: Dated: CA ---A V A Nn - $712?'i4 T)Rtrfi! r CITY OF ANAHEIM ELECTRIC RATES, RULES Utilities Financial Services AND REGULATIONS 201 S. Anaheim Blvd. Page No. 3.26.1 Anaheim, CA 92805 RULE NO. 26 SENIOR LOW-INCOME ENERGY ASSISTANCE The City Council, by Resolution, approved Rule 25 establishing the state -mandated CA Public Benefit Fee effective January 1, 1998, and established programs in the areas of demand-side management; low-income services and rate discounts; research, development and demonstration programs; 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. Rule 25 of the Electric Rates, Rules and Regulations established a non -bypassable, usage based fee for all :..'customers served through`Anaheiin Public. Utilities" distn'butiou system:" The firnds''collected from the' fee' .: :are to. be used for public benefit programs. The'fee be collected over a four year period from January 1, 1998 through December 31; 2001. ­ The Senior Low Income EnergyAssistance Program shall be terminated when Public Benefit Funds are exhausted or by recommendation of the Public Utilities Board and approval of the City Council. Qualifying Anaheim Public Utilities Department low-income, senior customers, as set forth in Section B, will receive a 10% electric discount, as set forth in Section E, to qualifying customers on their residential electric charges. The discount shall be provided through the Senior Low -Income Energy Assistance Program. Collection of the California Public Benefit Fee will be suspended effective January 1, 2001. As of that date the Senior Low -Income Energy Assistance Program will be funded from current revenue of the electric utility. B. TERMS OF THE AGREEMENT - QUALIFICATIONS Applicants shall be pre -qualified by the Community Development Housing Authority. To receive the senior, how -income assistance the customer shallzneet the following guidelimes:. L. Have an animal household income level of 801K or less than the Oiange'County median, according to the annual Housing and Urban Development (HUD) Section 8 income guidelines. 2. Be at least 62 years of age. 3. Submit Social Security and full income documentation such as W2's, 1099 foams, prior year tax return, or Social Security Administration income verification. 4. Anaheim residential electric customer of record. C. ADJUSTMENT OF ELECTRIC BILLS Qualifying low-income, senior 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 charge. 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 low- income, owincome, senior tenants who qualify. (Continued) ISSUED BY: Effective: 01-01-01 by Resolution No.: Dated: L^.t.....-.7 V A..1.:....•... 1.1., . noD 7c'f Tl -+-4. 17 ni no CTFY OF ANA UM ELECTRIC RATES, RULES Utilities Financial Services AND R.EGULA.TIONS 201 S. Anaheim Blvd. Page No. 3.27.1 Anaheim, CA 92805 RULE NO, 27 COMPETITIVE TRANSITION CHARGE REPEALED EFFECTIVE 1101/01 A. GENERAL Assembly Bill 1890 (ABI890) which was enacted by the California State Legislature in 1995 (Stats.1996, c. 854) defines the transition process for the California electric industry toward allowing customers the right to choose energy suppliers. As defined by AB 1890, A CTC is a "nonbypassable generation -related severance fee or transition charge" -.whicrefects the. difference between the Public utilities Department's generation the market cost - Of generation. -The CTC will be applicable to all customers deceiving electric service from the City'of Anaheim as of the effective date of the Customer Choice Program authorized and approved by the Anaheim City Council. B. CALCULATION OF THE CTC The CTC is calculated as the difference between Anaheim's power supply costs and market. The formula below will be used to determine the CTC on a monthly basis for each customer. CTC= (AP'W— MW)/ kWh Where: CTC is the Competitive Transition Charge APW is Anaheim's weighted power, supply costs -MP is the. we averaged California Power Exchange energy casts. kWh is the monthly kWh sales C. APPLICATION Recovery of this CTC is included in the computation of Anaheim's standard rates and is not an additional charge to an electric customer. ISSUED BY: Effective: 01-01-01 by Resolution No.: Dated: .,. , . . _,_:_.__ n.... -M -d;.. n _.+... Y.T_ . nnr> 'Inc n..+ -A. no -,)Q -no CITY OF ANAHEIM ELECTRIC RATES, RULES Utilities Financial Services AND REGULATIONS 201 S.Anaheim Blvd- Page No. 3282 Anaheim, CA 92805 RULE N0, 28 CUSTOMER CHOICE PROGRAM CCSRs are available on the Utility's web site at www.anaheimadvantaee.com or may be requested by telephone at (714) 765-3300. Applications may also be obtained at: AnaheimPublic Utilities City Hall West, V* Floor 201 South Anaheim Boulevard CCSRs'will be accepted beginnio the earlier of March 1, 2000, or the fust business day after the effective date of this Rule. Requests will be filled on a first-come first served basis until the phase-in allocation for each customer class has been filled for each allocation date. D. CUSTOMER CHOICE SERVICE REQUEST Only an FSP with a valid ESP Agreement with the Utility may submit a CCSB A CCSR must include: 1. Customer's account number, customer name, and service address exactly as shown on the customer's Anaheim bill; 2. ESP name, ESP's City business license and/or Franchise Agreement number, 3. Metering service options and equipment needs, if applicable; and 4. Customer's signature and telephone number, The Utility will verify with customers their desire to change from Full Service to Customer Choice Service. The Utility will perform an initial check of each CCSR for completeness. The CCSR will be rejected at this stage if any deficiency is found. If a CCSR is incomplete or rejected, the Utility will notify the ESP of the reasons for rejecting the CCSB. The FSP is responsible for remedying any deficiencies and resubmitting the CCSR to the Utility. The resubmitted and approved CCSR will establish the official time and date stamping to determine the order in which CCSRs are honored. If special Customer Choice Meter and Communications equipment is not required, the Utility will notify the ESP and the customer in writing, by facsimile or e-mail of the customer's estimated switch date. When special Customer Choice Meter and Communications equipment is required, the ESP will notify the Utility in writing, by facsimile or e-mail when installation of the equipment is complete. All accepted CCSRs will be switched over to ESP service on the following schedule: 1. When special Customer Choice Meter and Communications equipment is not required, the customer will be switched to ESP service on the Utility's next regularly scheduled meter read date. 2. When special Customer Choice Meter and Communications equipment is required and installation of that equipment is completed, the customer will be switched to ESP service on the Utility's next regularly scheduled meter read.date. ISSUED BY: Effective:01-01-01 by Resolution No.: Dated: Edward IG Aghjayan Superseding Resolution No.: 2000R 35 Dated: 03-07-00 General Manager CITY OF ANAHEIM Utilities Financial Services 201 S. Anaheim Blvd. Anaheim, CA 92805 J. LOAD PROFILING ELECTRIC RATES, RULES AND REGULATIONS RULE NO. 28 CUSTOMER CHOICE PROGRAM Page No. 3.28.7 For Residential and Small Commercial Customers (those under 50kW), the ESP and the Utility shall use statistical load profiles, provided by the Utility, in lieu of the installation of Customer Choice Metering. These customers may request to have a Customer Choice Meter installed in accordance with the provisions - .. o Section L".. , .. •. .:. ... .. • K- METER TESTING AND ADJUSTMENT OF BILLS FOR METER ERROR Testing of Customer Choice Metering equipment and adjustment of bills for meter error shall be conducted as specified in Rule No. 17 of the Utility's Electric Rates, Rules and Regulations. L. METER READING The Utility or its DAA shall provide the Customer Choice Customer's electric demand and usage data at 15 -minute intervals (for customers with electric loads over 50 kW), or other reading intervals specified by the Utility. M. BILLING/BILLING DATA Customer Choice.Customer's will continue to be billed at the Department's standard rates including all surcharges and their bills will reflect a credit for the energy portion. This credit will be based on the' . lower of the hourly price in the day ahead market ori the California Power Exchange (P7) or comparable market if the PX does not reflect the marlcet price of energy or the average monthly generation cost for the City of Anaheim. The credit will be applied to the customer's hourly usage. Billing data shall be made available by the Utility to the ESP or its agent in conformance with electronic data transfer, verification and communication methodologies and protocols adopted by the Utility. N. DATA RELEASE When electing to purchase energy supply from an ESP, the customer shall consent to the release of metering information as required for billing, settlements and other functions required for the ESP to meet its Iegal and regulatory requirements. Upon acceptance of a CCSR, the Utility will provide to the ESP twelve (12) months of the customer's historical monthly billing usage data, as available. All other customer information, unless the customer consents in writing to its disclosure, or unless its release is mandated by provisions of the California Public Records Act, or any other applicable statute or court, shall be treated as confidential by the Utility. This requirement shall encompass confidentiality of specific billing, credit, or usage information. This requirement shall not extend to disclosure of generic information regarding the usage., load shape, or other general characteristics or a group or rate classification, unless the release of that information would reveal customer -specific information because of . the size of the group, rate classification, or nature of the information. This Rule shall not be construed as. prohibiting an ESP from providing necessary load data to a Scheduling Coordinator or the Cal -ISO or any other regulatory or reliability agency which requests or requires the data. ISSUED BY: Effective:01-01-01 by Resolution No.: Dated: Edward K Aghjayan Superseding Resolution No.: 200OR-35 Dated: 03-07-00 General Manager