HomeMy WebLinkAbout08-3501 ord146
ORDINANCE NO. 08-3501
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
PLAINVIEW, TEXAS, ADOPTING THE RATE REVIEW
MECHANISM TARIFF; ADOPTING A SAVINGS CLAUSE;
DETERMINING THAT THIS ORDINANCE WAS PASSED IN
ACCORDANCE WITH THE REQUIREMENTS OF THE TEXAS
OPEN MEETINGS ACT; DECLARING AN EFFECTIVE DATE;
AND REQUIRING DELIVERY OF THIS ORDINANCE TO THE
COMPANY AND LEGAL COUNSEL.
WHEREAS, the City of Plainview, Texas ("City") is a gas utility customer
of Atmos Energy Corp., West Texas Division ("Atmos West Texas" or "the
Company"), and a regulatory authority with an interest in the rates and charges of
Atmos West Texas; and
WHEREAS, the City and similarly situated municipalities working together
as the Steering Committee of Cities Served by Atmos West Texas ("Steering
Committee") have been in continuing disagreement, dispute, and litigation with
the Company over the application of Section 104.301 of the Texas Utilities Code
and the interim rate adjustments ("GRIP rate increases") established by the
Railroad Commission of Texas; and
WHEREAS, pursuant to the terms of the agreement settling the
Company's most recent GRIP rate increase, the Steering Committee has made
good faith efforts to work with the Company to create an expedited rate review
process that is a substitute for the GRIP rate increases; and
WHEREAS, the Steering Committee and the Company have agreed upon
the Rate Review Mechanism Tariff that provides for an expedited rate review
process as a substitute to the current GRIP process instituted by the Texas
Legislature and allows cities to conduct a more comprehensive review of all of
the information regarding changes to the Company's revenues and expenses as
well as its invested capital; and
WHEREAS, the expedited rate review process as provided by the Rate
Review Mechanism Tariff eliminates piecemeal ratemaking, the Steering
Committee's major objection to the current GRIP process.
NOW, THEREFORE, the City of Plainview hereby ordains that:
SECTION I
The findings set forth in this Ordinance are hereby in all things approved.
Ordinance No. 08-3501 Atmos Rate Review Page 1 of 3
147
SECTION II
The City Council finds that the Rate Review Mechanism Tariff, which is
attached hereto and incorporated herein as Exhibit "A", is just and reasonable
and is hereby adopted.
SECTION III
To the extent any resolution or ordinance previously adopted by the City
Council is inconsistent with this Ordinance is hereby repealed.
~FC:TIC~N I\/
The meetings at which this Ordinance was approved were in all things
conducted in strict compliance with the Texas Open Meetings Act, Texas
Government Code, Chapter 551.
SECTION V
If any one or more sections or clauses of this Ordinance is adjudged to be
unconstitutional or invalid, such judgment shall not affect, impair or invalidate the
remaining provisions of this Ordinance and the remaining provisions of the
Ordinance shall be interpreted as if the offending section or clause never existed.
SECTION VI
This Ordinance shall become effective from and after its passage.
SECTION VII
A copy of this Ordinance shall be sent to Atmos West Texas, care of C.W.
"Bill" Guy, at Atmos Energy Corporation, 5110 80th Street, Lubbock, Texas
79424, and to Geoffrey Gay, legal counsel to the Steering Committee, at LLOYD
GOSSELINK ,Attorneys at Law, 816 Congress Avenue, Suite 1900, Austin, Texas
78701.
PASSED AND APPROVED on first reading this 12th day of August, 2008.
PASSED AND APPROVED on second reading this 26t~lay of August, 2008.
Joh C. Anderso Mayor
AT ST: - `
eli da Hinojosa, City Secreta
Ordinance No. 08-3501 Atmos Rate Review Page 2 of 3
148
APPROVED S TO CONTENT:
.,
Greg ,City Hager
APPROVED AS TO FORM:
Les ie Spear Pe rce, City Attorney
Ordinance No. 08-3501 Atmos Rate Review Page 3 of 3
149
EXHIBIT A
1
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 1 of 10
September 1, 2008
RIDER RRM -RATE REVIEW MECHANISM
Purpose:
This mechanism is designed to provide annual earnings transparency. All rate calculations under this tariff
shall be made on a system wide basis. If, through the implementation of the provisions of this mechanism,
it is determined that rates should be decreased or increased, then rates will be adjusted accordingly in the
manner set forth herein. The rate adjustments implemented under this mechanism will reflect annual
changes in the Company's cost of service and rate base. This adjustment will be authorized for an Initial
Implementation Period. With the conclusion of the final rate adjustment, if any, for the Initial
Implementation Period, each entity having original jurisdiction may revoke, amend, or approve Subsequent
Implementation Period(s) for, the mechanism.
Definitions
a) The Annual Evaluation Date shall be the date the Company will make its annual filing under this
mechanism. The Annual Evaluation Date shall be no later than April 1, of each year. This filing shall be
effective in electronic form where practicable. The initial filing shall be made no later than September 1,
2008.
b) Audited Financial Data shall mean the Company's books and records related to the Company's West
Texas operating area and shared services operations. Audited Financial Data shall not require the
schedules and information provided under this tariff to undergo a separate financial audit by an outside
auditing firm similar to the Company's annual financial audit.
1
c) The Evaluation Period is defined as the twelve month period ending December 31, of each calendar
year. The initial Evaluation Period shall be calendar year 2007.
d) The Rate Effective Period is defined as the earlier of the twelve month period for which rates
determined under this mechanism will be in effect or subsequent rates are implemented.
e) Per Connection Basis is defined as the existing average number of West Texas Rate Division active
meters to customers during the Evaluation Period.
f) Initial Implementation Period is defined as the three (3) year period commencing with the Company's
filing under this mechanism for the calendar year 2007, effective November 15, 2008, and shall conclude
with the implementation of rate adjustments, if any, for the third Rate Effective Period.
g) Subsequent Implementation Period is defined as any three (3) year period after the conclusion of the
Initial Implementation Period.
h) Final Order is defined as the most recent order establishing the Company's latest effective rates for the
area in which the mechanism is implemented, and shall include municipal rate ordinances and resolutions.
150
EXHIBIT A
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 2 of 10
September 1, 2008
Rate Review Mechanism
The Company shall file with each regulatory authority having original jurisdiction over the Company's
rates the schedules specified below for the Evaluation Period, with the filing to be made by the Annual
Evaluation Date following the end of the Evaluation Period. The schedules, which will be based upon the
Company's Audited Financial Data, as adjusted, and will include the following:
a) Company's 13 month average actual gross plant in service, accumulated depreciation,
accumulated defenred income taxes, inventory, working capital, and other rate base components
for the Evaluation Period. A 13 month average will be used for these items for the true up
calculation; Evaluation Period ending balances for these items will be used for the calculation of
rates for the Rate Effective Period. The ratemaking treatments, principles, findings and
adjustments included in the Final Order will apply where they are not in conflict or specifically
addressed elsewhere in this tariff or the letter agreement. The 4 part allocation methodology as
approved for the Mid-Tex Operating Division in GUD 9670 will be used in place of the current 3
part methodology used by the West Texas Operating Division. Regulatory adjustments due to
prior regulatory rate base adjustment disallowances will be maintained. The RRM Schedules &
Information section of this tariff identifies those ADIT components to be included in the
calculation of rate base for both the Evaluation Period and Rate Effective Period calculations.
b) The Company's depreciation expense, operating and maintenance expense, and taxes other than
income taxes booked in the period will be used for the true-up calculation purposes. Depreciation
rates booked in the period will be those approved in the Final Order, or the rate most recently
approved. All calculation methodologies will be those approved in the Final Order except where
noted or included in this tariff, or in the most recent order addressing the methodology. In
addition, the Company shall exclude from operating and maintenance expense the discretionary
costs to be disallowed from Rider RRM filings listed in the RRM Schedules and Information
section of this tariff.
c) Return on Equity (ROE) shall be maintained at 9.6%.
d) Cost of debt will reflect actual cost for the Evaluation Period. A 13 month average cost of debt
and capital structure will be used for the true up calculation; Evaluation Period ending balances for
cost of debt and capital structure will be used for the calculation of rates for the Rate Effective
Period. Capital structure will be the actual Evaluation Period ratio of long-term debt and equity,
with percentage equity not to exceed 48.1 % equity, based on the calculation methodology
outcomes used above.
e) All applicable accounting adjustments along with all supporting work papers. Such adjustments
may include:
1) Pro-forma adjustments to update and annualize costs and revenue billing determinants for
the Rate Effective Period.
151
EXHIBIT A
1
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 3 of 10
September 1, 2008
2) Pro-forma or other adjustments required to properly account for atypical, unusual, or
nonrecurring events recorded during the Evaluation Period.
f) Shared Services allocation factors shall be recalculated each year based on the latest component
factors used during the Evaluation Period, as referenced in (a) above.
Calculation of Rate Adjustment
a) The Company shall provide additional schedules indicating the following revenue
deficiency/sufficiency calculations using the methodology accepted in the Final Order, a 13 month
average will be used for the specified items for the true up calculation, Evaluation Period ending
balances will be used for the calculation of rates for the Rate Effective Period. These schedules
shall identify the rate adjustments necessary for both atrue-up of revenue for the Evaluation
Period and the setting of prospective rates for the Rate Effective Period. The net result of these
rate adjustments shall be reflected in the proposed new rates to be established for the Rate
Effective Period. In calculating the required rate adjustments, such adjustments will be made pro-
ratably to the customer charge and usage charge based upon actual revenue generated, as adjusted
under the Company's approved Weather Normalization Adjustment (WNA) Rider. Provided,
however, that neither the Residential nor the Commercial customer charges may increase more
than 20% per year.
b) If Company's earnings during the Evaluation Period exceed 9.6% return on common equity, the
Company shall calculate a decrease to rates to reduce the revenue required to achieve a return on
equity of 9.6% for the Evaluation Period. If Company's earnings during the Evaluation Period are
below 9.6% return on common equity, the Company shall calculate an increase in rates to collect
the additional revenue required to increase its return on equity for the Evaluation Period to 9.6%.
In order to avoid double-counting of true-up revenues, any true-up revenue booked during the
Evaluation Period that is related to prior periods will be removed in determining both the
prospective rates for the Rate Effective Period and the true-up increase or decrease related to the
current Evaluation Period. The RRM Schedule & Information section of this tariff provides an
example calculation. After the prospective rates for the Rate Effective Period are calculated, the
true-up element shall be added to or deducted from those rates in order to determine the rates that
shall thereafter be recovered. The first true-up will be collected between November 15, 2008 and
July 31, 2009 to eliminate overlapping true-up periods.
c) The Company may also adjust rates for the Rate Effective Period to include recovery of any
known and measurable changes to operating and maintenance costs including, but not limited to,
all payroll and compensation expense, all benefit expense, all pension expense, insurance costs,
materials and supplies, bad debt costs, all medical expense, transportation and building and lease
costs for the Rate Effective Period. Provided, however, that adjustments may only be made for
costs that are reasonable and necessary. Additionally, utility plant and rate base for the Rate
Effective Period will be established by using the Evaluation Period ending balances, including
associated changes in depreciation and amortization expense and taxes. In calculating the
Company's known and measurable changes for prospective RRM adjustment purposes, the
following limitations will apply, on a Per Connection Basis.
152
EXHIBIT A
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 4 of 10
September 1, 2008
Operating and Maintenance expenses per connection for the Rate Effective Period cannot
increase more than S% per year without specific identification and justification. Any
proposed adjustment above S% per year, is subject to the provisions of the Evaluation
Procedures of this tariff. Such procedures provide that the regulatory authority will
review the proposed adjustment and that the Company and regulatory authority will work
collaboratively to seek agreement on the proposed adjustments to the Company's
schedules and proposed rates. Justification for such expenditures over the cap shall
include an event or combination of events beyond the control of the Company. The
beginning adjusted Operation and Maintenance expense per connection for the 2008
RRM Rate Effective Period will be limited to not exceed the final O&M as established
for the 12 month period ended December 31, 2007. divided by the connections for the
period. The increase in adjusted Operation and Maintenance expenses per connection for
the 2009 Rate Effective Period and subsequent Rate Effective periods cannot exceed S%
per year, without specific identification and justification. The RRM Schedule &
Information section of this tariff provides an example calculation of the S% limit.
Net plant investment per connection for the Rate Effective Period cannot increase more
than S% per year without specific identification and justification. Any proposed
adjustment above S% per year, is subject to the provisions of the Evaluation Procedures
of this tariff. Such procedures provide that the regulatory authority will review the
proposed adjustment and that the Company and regulatory authority will work
collaboratively seek agreement on the proposed adjustments to the Company's schedules
and proposed rates. However, in performing a cap test to verify compliance, Company
shall exclude any changes in net plant investment associated with federal, state, or local
mandates related to safety, compliance, or road moves. The 2007 true-up calculation
shall be made using the 13-month average net plant investment established for the period
ended December 31, 2007. The initial 2008 prospective rate will be set using net plant
established for the 12 months ended December 31, 2007.
The rate increase limitations set forth in this tariff shall not preclude the Company from
recovering any excluded net plant costs during a subsequent Evaluation Period in which
the 5% limitation for net plant investment is not reached or in a subsequent Statement of
Intent case. To the extent that the Company seeks to recover any excluded net plant costs
during a subsequent Evaluation Period in which the S% limitation for net plant
investment is not reached or in a subsequent Statement of Intent case, the Company shall
identify these costs as a specific line item in the schedule accompanying the RRM rate
adjustment filing.
The regulatory authority may disallow any net plant investment that is not shown to be
prudently incurred. Approval by the regulatory authority of net plant investment
pursuant to the provisions of this tariff shall constitute a finding that such net plant
investment was prudently incurred. Such finding of prudence shall not be subject to
further review in a subsequent Evaluation Period or Statement of Intent filing.
d) The Company also shall provide a schedule demonstrating the "proof of revenues" relied upon to
calculate the proposed rate for the Rate Effective Period. The proposed rates shall conform as
closely as is practicable to the revenue allocation principles approved in the Final Order.
153
EXHIBIT A
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 5 of 10
September 1, 2008
Attestation
A sworn statement shall be filed by the Company's Chief Officer in Charge of Mid-Tex Operations
affirming that the filed schedules are in compliance with the provisions of this mechanism and are true and
correct to the best of his/her knowledge, information and belief. No testimony shall be filed.
Evaluation Procedures
The regulatory authority having original jurisdiction over the Company's rates shall have no less than
ninety (90) days to review the Company's filed schedules and work papers. The Company will be prepared
to provide all supplemental information as may be requested to ensure adequate review by the relevant
regulatory authority. The Company shall not unilaterally impose any limits upon the provision of
supplemental information and such information shall be provided within ten (10) working days of the
original request. The regulatory authority may propose any adjustments it determines to be required to
bring the schedules into compliance with the above provisions.
During and following the ninety (90) day review period and a thirty (30) day response period, the Company
and the regulatory authority will work collaboratively and seek agreement on, the proposed adjustments to
the Company's schedule and proposed rates. If agreement has been reached by the Company and the
regulatory authority, the regulatory authority shall authorize an increase or decrease to the Company's rates
so as to achieve the revenue levels indicated for the Rate Effective Period. If, at the end of the thirty (30)
day response period, the Company and the regulatory authority have not reached agreement on the
proposed adjustments, the Company shall have the right to appeal the regulatory authority's action or
inaction to the Railroad Commission of Texas. Upon the filing of any appeal, the Company shall have the
right to implement the proposed RRM rate adjustment, subject to refund.
If approved by the entity exercising original jurisdiction, the rates established pursuant to the Rate Review
Mechanism for the first Rate Effective Period shall be effective for bills rendered on or after November 15,
2008. Thereafter, rates established pursuant to the Rate Review Mechanism for subsequent Rate Effective
Periods, if approved as provided herein, shall be effective on August 1 of each year.
Reconsideration and Anneal
Orders issued pursuant to this mechanism are ratemaking orders and shall be subject to appeal under
Sections 102.001(b) and 103.021, et seq., of the Texas Utilities Code (Vernon 2007).
Notice
Notice of the annual Rate Review Mechanism filing shall be provided pursuant to Section 104.103, TEx.
UTIL. CODE A1vty. no later than forty-five (45) days after the Company makes its annual filing pursuant to
this tariff. The notice to customers shall include the following information:
a) a description of the proposed revision of rates and schedules;
154
EXHIBIT A
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTNE DATE: PAGE: 6 of 10
September 1, 2008
b) the effect the proposed revision of rates is expected to have on the rates applicable to each
customer class and on an average bill for each affected customer;
c) the service area or areas in which the proposed rate adjustment would apply;
d) the date the proposed rate adjustment was filed with the regulatory authority; and
e) the Company's address, telephone number and website where information concerning the
proposed rate adjustment may be obtained.
RRM Schedules and Information
Accumulated Deferred Income Tax ("ADIT") Items To Be Recognized in Rate Base
The following list identifies those ADIT components to be included in the calculation of rate base for both
the Evaluation Period and Rate Effective Period calculations:
WTX Rate Division:Gas Plant in Service
Insurance Accruals
Benefit Accruals
Deferred Expense Projects
Allowance for Doubtful Accounts
Customer Advances
Regulatory Asset -West Texas
Regulatory Liability -West Texas
Other Plant
155
EXHIBIT A
1
TARIFF FOR GAS SERVICE ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 7 of 10
September 1, 2008
Accumulated Deferred Income Tax ("ADIT) Items To Be Recognized in Rate Base (continuedl:
SSU -Customer Support:
Gas Plant in Service
SSU -General Office:
Gas Plant in Service
Insurance Accruals
Benefits Accruals
Deferred Expense Projects
Prepaid Expenses
Regulatory Liability - Atmos 109
FAS 115 Adjustment
Treasury Lock Adjustment
State Bonus Depreciation
R & D Credit Valuation Allowance
Other Plant
Discretionary Costs to Be Disallowed from Rider RRM filings
The following types of employee reimbursed expenses and directly incurred costs are to be removed from
all expense and rate base amounts included within Rider RRM filings for the Evaluation Period and for the
Rate Effective Period:
Amounts incurred for travel, meals or entertainment of employee spouses.
Amounts for air travel that exceed published commercial coach air fares.
Amounts incurred for hotel rooms exceeding $250 per night inclusive of taxes and fees assessed
on such rooms.
Amounts for alcoholic beverages.
Amounts paid for admission to entertainment, sports, art or cultural events, and all event
sponsorship costs.
Amounts for social club dues or fees.
156
TARIFF FOR GAS SERVICE
EXHIBIT A
**FOR ILLUSTRATION PURPOSES ONLY.
AMOUNTS ARE HYPOTHETICAL, AND DO NOT CORRESPOND
WITH OTHER EXAMPLE SCHEDULES**
$150,000 $156,000 $157,700 $158,200 $158,700
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 8 of 10
September 1, 2008
Example Calculation A -Revenue for RRM True-Up Portion of Rate
Per Books Revenue, excluding True-Up Revenue
from prior Evaluation Periods
Per-Books True-Up Revenue based on 2007
Evaluation Period [ 1 ]
Per-Books True-Up Revenue based on 2008
Evaluation Period [ 1 ]
Per-Books True-Up Revenue based on 2009
Evaluation Period [ 1 ]
Total Per-Books Revenue
Add / (Subtract):
Revenue from Riders GCR, FF, & TAX
Surcharges for Rate Case Cost Recovery
True-Up Revenue for 2007 Evaluation Period [ 1 ]
True-Up Revenue for 2008 Evaluation Period [1]
Remove out-of-period and unusual items
Realized Revenue for True-Up Calculation
Revenue Requirement at 9.6% ROE [2]
ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
800 1,200
(364) (546)
234 351
$150,000 $156,800 $158,536 $157,888 $159,051
(llo,ooo) (lll,ooo> (112,000)
(200) (200) (200)
(800) (1,200)
364
39,800 44,800 45,500
41,800 43,890 46,085
True-Up Increase (Decrease), subject to Revenue-
Related Tax Gross-up $ 2,000 $ (910) $ 585
[ 1 ] For illustration purposes, example assumes 40% of the total calculated true-up is collected in the
following calendar year. Each true-up is subject to a proof of collection or refund after the
collection/refund period, and any residual amount will be refunded or collected in the
subsequent period.
[2] Since realized revenue for the true-up calculation excludes Riders GCR, FF, and TAX, as well as
surcharges for rate case cost recovery, the revenue requirement for purposes of the true-up calculation
also excludes all corresponding expenses for the Evaluation Period.
Calendar Calendar Calendar Calendar Calendar
2007 2008 2009 2010 2011
157
EXHIBIT A
1
TARIFF FOR GAS SERVICE
ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 9 of 10
September 1, 2008
Example Calculation B -Revenue for RRM Prospective Portion of Rate
**FOR ILLUSTRATION PURPOSES ONLY.
AMOUNTS ARE HYPOTHETICAL, AND DO NOT CORRESPOND
WITH OTHER EXAMPLE SCHEDULES**
C
1
Rate Effective Period Revenue Price-Out at Current Rates
[1]
Remove True-Up Portion of Revenue [2]
Revenue at Current Rates for Rate Effective Period
Deficiency Calculation
Revenue Requirement for Rate Effective Period
Oct 2008 -Sept July 15, 2009 - July 15, 2010 -
2009 July 14, 2010 July 14, 2011
60,000 $ 65,000 $ 68,000
(2,500) 1,100
60,000 62,500 69,100
65,000 68,250 71,663
Rate Effective Period Revenue Increase / (Decrease) before
True-Up, subject to Revenue Tax Gross-Up [3] $ 5,000 $ 5,750 $ 2,563
[ 1 ] To be calculated using pro-forma annualized billing determinants, as provided for in this tariff, priced
out at the current rates at the time of the deficiency calculation.
[2] To be calculated using pro-forma annualized billing determinants, as provided for in this tariff, priced
out at the portion of current rates at the time of the deficiency calculation intended to true up prior
Evaluation Period(s).
[3] This represents the prospective deficiency portion of the RRM adjustment. The true-up adjustment,
demonstrated in Example Calculation A, will be combined with this adjustment to determine the
total adjustment for the Rate Effective Period.
158
TARIFF FOR GAS SERVICE
EXHIBIT A
ATMOS ENERGY CORP.,
WEST TEXAS RATE DIVISION
RIDER: Rider RRM -Rate Review Mechanism
APPLICABLE TO: West Texas Rate Division REVISION
DATE:
EFFECTIVE DATE: PAGE: 10 of 10
September 1, 2008
Example Calculation C -Operation & Maintenance Expense Cap Test
**All Amounts are Hypothetical, and do not correspond with other example calculations**
Evalulation Period (Calendar Year) 2007 2008 2009
Benchmark O&M Per Connection (increased 5% annually) $ 97.23 $ 102.09 $ 107.19
Gas Service Connections [1] 1,553,000 1,560,000 1,567,000
Maximum 08~M Allowed $ 151,000,000 $ 159,260,400 $ 167,966,730
[ 1 J For illustration purposes only, Gas Service Connections are estimated for 2007 and are assumed to
increase 7,000 connections per year. Therefore, `Maximum O&M Allowed' is estimated for 2008 and
2009. Actual Gas Service Connections for 2007 will be used to calculate the 2007 O&M per Connection.
For each subsequent Evaluation Period, the prior period O&M per Connection will be increased by 5%, and
then multiplied by the actual Gas Service Connections for the same period to derive the `Maximum O&M
Allowed'.