CVP - Informal Rates Process (Started June 10, 2008)
Issues & Questions From Past Meetings |
| Meeting Date |
Item # |
Type I/A/C |
Topic / Issue / Concern |
Rate Section Applicable To |
Requestor |
Date Requested |
Dates Addressed* |
Forecasted Completion Date |
Status |
Resolution, Notes |
| 10-Jun-08 |
IP 1 |
I |
The allocation of certain costs to Base (aka Variable) Resource customers (e.g. Western staff time spent on MRTU or IBAA issues) |
|
Nannette Engelbrite |
6/10/2008 |
|
|
Open |
|
| 10-Jun-08 |
IP 2 |
I |
Allocation of Sub Balancing Authority (SBA) costs |
|
Nannette Engelbrite |
6/10/2008 |
10/7/2008 |
|
Open |
|
| 30-Oct-08 |
IP 4.2 |
A |
PRR Mid-year adjustment: Option E. Possible PRR options - "Prepare examples of Option B & E blended." (Melinda's Presentation) |
PRR |
David Cohen, Ed Roman |
10/30/2008 |
11/20/2008 |
In progress |
Open |
Customers suggested an alternative option labelled Option E. Staff added option E and analysis to be discussed on 11/20/2008. The decision was delayed on 11/20/2008 until MRTU, change to threshold & where to put prior year capital repayment deficit/surplus.
- Action Item IP 4[1].2__Follow up to 10-30-08 Mid Year Review-Option E.pdf (PDF - 50K) |
| 23-Jul-08 |
IP 14.2 |
A |
Add a project use column showing to which Western costs project use revenues are applied. |
PRR |
David Cohen, Rick Coleman |
7/23/2008 |
Prior to next meeting |
10/7/2008 |
1st part Completed/ Ongoing |
Requested change has been made to the PRR worksheets presented on October 7th . Additional work requested on 10/30/2008 and change will be provided on 11/14/2008.
- PRR file for Oct 7th Informal Rate Meeting update 10.7.08 updated.xls (XLS - 45K) |
| 23-Jul-08 |
IP 14.4 |
A |
Look at MRTU related costs such as O&M and Reliability etc., describe where those costs flow – i.e. where are they included in the PRR worksheet (cost of service in vs. out). |
PRR |
Kent Palmerton |
7/23/2008 |
Prior to next meeting |
|
|
|
| 30-Oct-08 |
IP 17.1 |
I |
Why is FP treated different than PU fpr PU Power Purchase since FP only pays costs but gets no benefits? |
PU Vs FP |
Rick Coleman |
10/30/2008 |
Prior to next meeting |
In progress |
|
|
| 30-Oct-08 |
IP 19 |
A |
25 - 75 Split for allocation of annual BR RR - Discuss with settlements & others in Western and determine a polling method to decide on customer preference. |
BR RR |
|
10/30/2008 |
10/07/2008 10/30/2008 |
In progress |
|
Discussed first on 10/7/2008. All parties concurred the current methodology works and continue the current 25/75 allocation. Revisisted 10/30/2008. Staff requested that a 12 month average be considered in order to improve bill crediting and use of reciepts. |
| 10-Jun-08 |
IP 3 |
I |
Reclamation O&M Allocation to Power |
PRR |
Collective Group Request |
6/10/2008 |
7/09/2008 7/23/2008 |
7/9/08 Meeting & was addressed on 10/07/2008 Meeting |
Completed |
BOR- Presentation By Craig Stroh (7/09/2008). Western -Presentation By Janice Nations (7/23/2008) Follow on discussion questions pertaining to IP 11.1, IP 11.2, IP 8
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K)
|
| 10-Jun-08 |
IP 4.1 |
A |
Western will consider any alternative repayment plan option or proposals received by customers (PRS & Project Repayment) |
|
Collective Group Request |
6/10/2008 |
10/30/2008 |
10/30/2008 |
Closed |
As a result of discussions, Option E was presented by customers. Reference IP 4.2
- Action Item IP 4[1].2__Follow up to 10-30-08 Mid Year Review-Option E.pdf (PDF - 50K)
|
| 10-Jun-08 |
IP 5 |
A |
Provide Informal Rate meeting Materials to customers in advance of meeting (if possible) |
|
Collective Group Request |
6/10/2008 |
Prior to next meeting. |
7/8/2008 |
Completed |
Relevant meeting materials are posted on Rates webpage. Also, documents are emailed to customers prior to meetings.
- http://www.wapa.gov/sn/marketing/rates/ratesProcess/informalProcess/index.asp (PDF - 50K) |
| 10-Jun-08 |
IP 6 |
A |
Post Informal Rate meeting materials (i.e. PowerPoint presentations, spreadsheets, meeting summary, etc) to the Western website and/or email to customers. |
|
Collective Group Request |
6/10/2008 |
Prior to next meeting. |
7/8/2008 |
Completed |
Relevant meeting materials are posted on Rates webpage. Also, documents are emailed to customers prior to meetings.
- http://www.wapa.gov/sn/marketing/rates/ratesProcess/informalProcess/index.asp (PDF - 50K) |
| |
IP 7 |
A |
Request the BOR to come in & assist with cost allocation flow chart; including cost and volume differences. |
|
Kent Palmerton |
7/9/2008 |
Prior to next meeting. |
7/9/08 Meeting & was addressed on 10/07/2008 Meeting |
Completed |
Western - Presentation by Janice Nations (7/23/2008). PRR handouts, historical amounts since January 2005 showing the detailed breakdowns for both Reclamation and Westerns O&M's. Cost Allocation Flowchart from 7/09/08 meeting posted on Rates website. Topic addressed at 7/23/08 meeting and BOR follow on discussions with BOR at 10/07/08 meeting associated with IP 11.1, IP 11.2, IP 8, IP 13.
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K)
- Flow chart for all of rates RR as of July 21, 2008
- JPEG
VSD
VST
- PRR file for Oct 7th Informal Rate Meeting update 10.7.08 updated.xls (EXCEL - 45K) |
| 9-Jul-08 |
IP 9 |
A |
Consider and analyze options for an annual financial true-up for the FP customers. |
|
Nannette Engelbrite, Rick Coleman, Bill Stewart |
7/9/2008 |
10/07/2008 10/30/2008 |
10/07/2008 10/30/2008 |
Completed |
Addressed at two meetings, and all parties agreed to the true up option. All parties agreed to continue the midyear adjusted thresholdamountforFPof1/2of1%.
- First Preference True Up Draft Alternative_10-3-08.pdf (PDF - 21K)
- March_Mid_Year_Review.pdf (PDF - 379K) |
| 9-Jul-08 |
IP 10.1 Originally IP 10 |
A |
Provide an analysis of the cost allocation difference between PU & FP |
PU Vs FP |
|
7/9/2008 |
10/07/2008 10/30/2008 11/20/2008 |
10/07/2008 11/20/2008 |
Completed |
2007 Comparison presented at the meeting on 10/07/2008 and 10/30/2008. Data for FY 2006 was presented on 11/20/2008 which showed that 2006 was not an anomaly.
- FP vs PU Handouts for 10-30-08 Inf Rates Mtg.pdf (PDF - 107K)
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S1.pdf (PDF - 105K)
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S2.pdf (PDF - 122K)
- FP vs PU FY 2006 for Nov 20, 2008 Inf Rates Mtg updated on 11-19-08.pdf (PDF - 69K) |
| 30-Oct-08 |
IP 10.2 |
A |
O&M Allocation for First Preference & Project Use Customers using actual data from year 2006 to provide comparison to 2007 studies. (see IP 10.1) |
PU Vs FP |
Rick Coleman |
10/30/2008 |
11/20/2008 |
11/20/2008 |
Completed |
Presented at 10/30/2008 meeting. Follow up to IP 10.1. Data for FY 2006 was presented on 11/20/2008 which showed that 2006 was not ananomaly.
- FP vs PU FY 2006 for Nov 20, 2008 Inf Rates Mtg updated on 11-19-08.pdf (PDF - 69K) |
| 9-Jul-08 |
IP 8Related to 11.1 and 11.2 |
A |
Review Project Use's allocation of operation & maintenance from Reclamation. |
PU |
Rick Coleman, David Cohen |
7/9/2008 |
10/7/2008 |
10/7/2008 |
Completed |
FY06 True Up (Reclamation O&M) - Explanation of PU formula worksheet used to allocate O&M costs to PU customers. Presentation by Craig Stroh & Tom Ruthford on10/7/08meeting.
- FP percentage formula.xls (EXCEL - 30K)
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K) |
| 30-Oct-08 |
IP 10.3 |
A |
Check RA costs on First Preference Vs Project Use |
PU Vs FP |
Rick Coleman |
10/30/2008 |
10/7/2008 |
10/30/2008 11/20/2008 |
Completed |
Revised sheet presented was provided on 11/20/2008 with updated changes.
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S1.pdf (PDF - 105K)
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S2.pdf (PDF - 122K) |
| 30-Oct-08 |
IP 10.4 |
A |
Removal of PU Transmission Expenses form PU Vs FP Comparison |
PU Vs FP |
Rick Coleman |
10/30/2008 |
10/7/2008 |
10/30/2008 11/20/2008 |
Completed |
Revised sheet presented was provided on 11/20/2008 with updated changes.
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S1.pdf (PDF - 105K)
- Rev_ 11-12-08 FP vs PU Handouts from 10-30-08 Inf Rates Mtg_S2.pdf (PDF - 122K) |
| 23-Jul-08 |
IP 11.1 Related to 8 |
A |
O&M Allocation: the percentage used to allocate multipurpose expenses on Schedule 25 change each year; can it be explained why and how they change. (Reference the Schedule 25 handout). |
PRR |
Tom Kabat, Rick Coleman |
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Presentation by Craig Stroh & Tom Ruthford on 10/7/08 meeting.
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K) |
| 23-Jul-08 |
IP 11.2 Related to 8 |
A |
Can the allocation formulation from #1 above be made available to customers (possibly in an excel spread sheet) and explain the formulation. |
|
Tom Kabat |
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Presentation by Craig Stroh & Tom Ruthford on 10/7/08 meeting.
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K) |
| 23-Jul-08 |
IP 12 |
A |
Ask The Bureau of Reclamation (BOR) for the Excel version of Schedule 25; and who is responsible for Quality Control & Quality Assurance (QC/QA) of the percentages used within the Schedule 25. |
|
Tom Kabat |
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Numbers are hard coded so the formulascannot be seen. The associated work sheets cannot be made public.
- No supporting documents received yet. |
| 23-Jul-08 |
IP 13 |
A |
Ask BOR to explain change from original percentage allocation of plant to today’s percentage allocation (i.e. annual percent adjustment). Explain difference and how it is allocated. Use Folsom plant figures for original and 2006 to 2007 as an example. |
|
Tom Kabat |
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
O& M Cost Allocation to Power presentation by Craig Stroh at 10/7/08 meeting.
- Reclamation's Presentation for 10-7-08 Rates Meeting.pdf (PDF - 395K) |
| 23-Jul-08 |
IP 14.1 |
A |
Consider adding transmission systems to footnote 12 on Handout B (PRR Worksheet). Check with Koji on info that can be made available to ensure that we’re operating within FERC’s Standards of Conduct (SOC). |
PRR |
|
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Requested change has been made to the PRR worksheets shown on October 7th .
- PRR file for Oct 7th Informal Rate Meeting update 10.7.08 updated.xls (EXCEL - 45K) |
| 23-Jul-08 |
IP 14.3 |
A |
Provide additional descriptions for select line items for the PRR worksheet provided at the meeting; also provide additional detail in the footnotes. |
PRR |
|
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Requested change has been made to the PRR worksheets shown on October 7th .
- PRR file for Oct 7th Informal Rate Meeting update 10.7.08 updated.xls (EXCEL - 45K) |
| 23-Jul-08 |
IP 14.5 |
A |
Provide more detail on SCIDS associated with line 9 of the PRR (footnote section). |
PRR |
Rick Coleman |
7/23/2008 |
10/7/2008 |
10/7/2008 |
Completed |
Requested change has been made to the PRR worksheets shown on October 7th .
- PU revs applied to PRR (applicable to IP 14[1].5).pdf (PDF - 107K) |
| 30-Oct-08 |
IP 14.6 |
A |
PRR: Revised column F showing how you get the numbers form Reclamations handout to the numbers on our PRR example. |
PRR |
Rick Coleman |
10/30/2008 |
11/20/2008 |
11/20/2008 |
Completed |
Requested change has been made and provided to the customers.
- PRR file for Oct 7th Informal Rate Meeting update 10.7.08 updated.xls (XLS - 45K)
- PU revs applied to PRR (applicable to IP 14[1].5).pdf (PDF - 107K) |
| 23-Jul-08 |
IP 15 |
A |
Project Use vs. First Preference showing percentage of project use share, formula, allocated cost (similar to the Reclamation O&M handout). Note: this was not on the board, but was the last question asked before meeting adjourned. |
PU Vs FP |
Rick Coleman |
7/23/2008 |
10/30/2008 |
10/30/2008 |
Completed |
Melinda's presentation for 2007.
- FP_vs_PU_Handouts_for_10-30-08_Inf_Rates_Mtg.pdf (PDF - 253K) |
| 30-Oct-08 |
IP 17.2 |
I |
Max Peaking PU Purchase presentation benefits all preference customers. |
PU Vs FP |
SNR Staff |
10/30/2008 |
I1/20/2008 |
I1/20/2008 |
Completed |
Max peaking methodology (graph) was presented and discussed by Tom Patton. There were no comments or issues expressed at the time.
- Action Item IP 17.2_11-22-08_DayGen 2DA Total Load to Controllers.pdf (PDF - 194K)
|
| 30-Oct-08 |
IP 21 |
A |
Hourly Exchange (HE) program implementation and allocation methodology |
|
|
10/30/2008 |
10/30/2008 11/20/2008 |
In progress |
Completed |
Discussed first on 10/30/2008 meeting. Follow up is requested.
- Hourly_Exchange_10-30-08.pdf (PDF - 356K)
- Action Item IP 17.2_11-22-08_DayGen 2DA Total Load to Controllers.pdf (PDF - 194K)
|
| Notes:* |
I/A/C - Issue/ Action/ Concern
IP - Informal Process |
