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Home My WebLink AboutAgenda Report - November 2, 2016 C-11 PHAGENDA ITEM CqM &Q% CITY OF LODI %" COUNCIL COMMUNICATION TM AGENDA TITLE: Set Public Hearing for December 21, 2016 to Consider Introducing an Ordinance Amending Lodi Municipal Code Chapter 13.20 — "Electrical Service" by Repealing and Reenacting Article III "Rates" in its Entirety MEETING DATE: November 2, 2016 PREPARED BY: Electric Utility Director RECOMMENDED ACTION: Set public hearing for December 21, 2016 to consider introducing an ordinance amending Lodi Municipal Code Chapter 13.20 — "Electrical Service" by repealing and reenacting Article III "Rates" in its entirety. BACKGROUND INFORMATION: In 2014, a 10 -year financial planning model was completed to identify revenue requirements for the Lodi Electric Utility (LEU) through 2024 which called for a 5 -percent rate increase to address deferred maintenance and capital infrastructure needs of the utility. The 5 -percent increase was approved by the City Council and implemented effective January 2, 2015 across all electric utility rate classes. In addition, staff recommended annual inflationary increases of no more than 2 percent through 2019 to be brought back to the City Council for consideration as the financial model was updated and the need arose; it was noted that the council also preferred smaller inflationary increases. The financial model has been updated through 2025 and is attached as Exhibit A. Rate revenue has been forecasted based on updated load projections, taking into consideration both the loss of General Mills and additional growth resulting from new development and business expansion within LEU's service territory. Power supply costs comprise approximately 55 percent of LEU's annual budget and have been forecasted based on costs associated with existing generation resources, transmission access charges, and costs associated with meeting State mandates for greenhouse gas emissions and Renewables Portfolio Standard requirements. Non -power supply costs, including debt service, contributions to the General Fund, energy efficiency, and operating and capital expenses, comprise the remaining 45 percent of LEU's annual budget. Operating expenses, including labor and supply/material costs, continue to rise and have been projected to increase annually between 2 and 2.5 percent. Capital costs total over $20 million to address deferred maintenance and needed system improvements, including: underground and overhead infrastructure; substation maintenance and improvements; vehicles and equipment; LED streetlight replacement; security upgrades and improvements; distribution capacity upgrades; implementation of a Meter Data Management System; and 230 kV Interconnection Project planning. Not included in the model are design and construction costs associated with the 230 kV sit+/ • � �r i►��►SFS Set Public Hearing for December 21, 2016 to Consider Introducing an Ordinance Amending Lodi Municipal Code Chapter 13.20 — "Electrical Service" by Repealing and Reenacting Article III "Rates" in its Entirety November 2, 2016 Page 2 of 2 Interconnection Project as it is anticipated that savings realized from reduced transmission access charges will mitigate the debt costs associated with the project during this planning period. Based on projections, LEU is anticipated to experience an annual deficit ranging from approximately $1 million in FY 16/17 to over $2 million by FY 24/25. LEU cash reserves are projected to be reduced by one-half, from a current $26 million to $13 million by 2025. Additional rate revenue is necessary to meet debt service coverage requirements, gradually close the annual projected deficit for non -power supply costs, sufficiently fund deferred capital maintenance, and meet reserve targets set forth by City Council policy and contractual requirements. To provide the additional revenue as identified above, LEU is proposing a 2 -percent increase, effective February 5, 2017. LEU did not request an inflationary increase in 2016 as it was focused instead on a revenue neutral effort to better align costs and charges. Failure to approve the rate increases subjects the LEU to system reliability issues resulting from additional deferred maintenance; an inability to meet reserve requirements; and possible downgrading by rating agencies resulting in future higher costs — including those associated with the financing needed for the 230 kV Interconnection Project. An average residential customer using 550 kWh per month will see an increase of less than $2 per month. Increases to commercial and industrial customers will vary depending on average use and demand for each rate class. Approving incremental adjustments such as this will help avoid future potential rate shock while maintaining the financial integrity and bond rating of the City's Electric Utility. LEU is also proposing modifications to Schedule ED (Residential SHARE Program Service), Schedule EP (Energy Purchase), Schedule ES (City Facilities Service), and Schedule EV (Electric Vehicle Pilot Charging Rate) to better align these schedules with the recent changes approved by City Council to address the changing utility business model. In addition, this update to Article III — "Rates" will include all rate schedules whereas previously some of the schedules were only referenced as exhibits to the ordinance and not actually displayed in the Lodi Municipal Code. It is recommended these changes, along with the 2 -percent rate increase, take effect February 5, 2017. FISCAL IMPACT: The proposed rate increase is anticipated to provide an additional $12 million in rate revenue through 2025 as illustrated in Exhibit B. A summary of the proposed changes is included as Exhibit C. Actual revenue realized will depend on customer growth and energy sales. FUNDING AVAILABLE: Not applicable. Elf a t ' . Kirkley Electric Utility Director PREPARED BY: Melissa Price, Rates & Resources Manager EAK/MCP/Ist ILODI ELECTRIC UTILITY FINANCIAL FORECAST - BEFORE RATE ADJUSTMENT EXHIBIT A Account 15/16 Est Act 16117 Est 17/18 Forecast 18119 Forecast 19120 Forecast 20121 Forecast 21/22 Forecast 22/23 Forecast 23/24 Forecast 24/25 Forecast Total Rate Revenue $67,507,179 $68,526,450 $68,619,720 $68,990,448 $70,374,737 $71,980,232 $73,246,337 $74,351,202 $75,239,775 $72,745,393 Additional Rate Revenue from Proposed Adjustments $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Loan Proceeds $1,500,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Revenue (Opand Non -O) $4,763,522 $3,754,790 $3,435,274 $3,448,040 $3,289,166 $2,194,530 $1,037,250 $1,037,250 $1,037,250 $1,037,250 Total Revenue $73,770,701 $72,281,240 $72,054,993 $72,438,488 $73,663,904 $74,174,761 $74,283,587 $75,388,452 $76,277,025 $73,782,643 Power Supply $38,632,485 $40,434,980 $40,926,847 $41,159,111 $42,404,244 $43,869,886 $44,995,439 $45,959,050 $46,705,662 $44,068,610 Construction & Maintenance $5,358,548 $6,663,040 $6,838,295 $7,020,414 $7,209,804 $7,406,901 $7,559,800 $7,715,876 $7,875,195 $8,037,826 Engineering & Operations $2,136,109 $2,722,260 $2,794,295 $2,869,179 $2,947,080 $3,028,180 $3,090,738 $3,154,596 $3,219,784 $3,286,327 Administrative & General (A&G) $1,717,043 $2,343,610 $2,399,264 $2,456,733 $2,516,111 $2,577,495 $2,630,041 $2,683,662 $2,738,381 $2,794,221 hi -Lieu Taxes $7,082,070 $7,131,330 $7,181,249 $7,231,518 $7,282,139 $7,333,114 $7,384,445 $7,436,137 $7,488,190 $7,540,607 Internal Cost of Service $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 Capital Funded from Rates $3,559,155 $3,916,000 $3,030,200 $3,121,000 $2,431,000 $2,161,000 $1,966,000 $1,375,000 $1,140,000 $1,140,000 Debt Service / Loan Repayment $8,168,594 $5,528,520 $5,538,575 $5,523,125 $5,519,375 $5,514,000 $5,522,950 $5,510,025 $5,268,650 $5,264,275 Funding of Capital Reserves $250,000 $250,000 $250,000 $250,000 $ - $ - $ - $ - $ - $ - Public Benefits/Solar $1,603,7671 $2,190,1601 $1,611,7631 $1,643,9981 $1,676,8781 $1,710,4161 $1,744,6241 $1,779,5171 $1,815,107 $1,851,409 Total Expenses $70,611,771 $73,283,900 $72,674,489 $73,379,079 $74,090,631 $75,704,991 $76,998,037 $77,717,863 $78,354,969 $76,087,275 Surplus/(Deficit) $3,158,930 ($1,002,660) ($619,495) ($940,590) ($426,727) ($1,530,229) ($2,714,450) ($2,329,410) ($2,077,944) ($2,304,632) 15/16 Est Act 16117 Est 17118 Forecast 18119 Forecast 19120 Forecast 20121 Forecast 21122 Forecast 22/23 Forecast 23/24 Forecast 24/25 Forecast Proposed Rate Adjustments 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% o% Available Cash $26,936,574 $25,933,914 $25,314,419 $24,373,828 $23,947,102 $22,416,872 $19,702,422 $17,373,012 $15,295,068 $12,990,436 Council Reserve Requirement (90 Days) $17,776,000 $17,350,000 $17,411,072 $17,564,520 $17,914,908 $18,385,998 $18,758,009 $19,085,716 $19,303,742 $18,736,819 Days Cash 138 136 133 127 122 111 96 83 72 63 Council Reserve Funded ($1M Target) $ 250,000 $ 500,000 $ 750,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 Overall Target (90 Days, Capital, NCPA GOR - Approved by ROC) $ 23,155,000 $ 22,776,000 $ 22,911,072 $ 23,064,520 $ 23,414,908 $ 23,885,998 $ 24,258,009 $ 24,585,716 $ 24,803,742 $ 24,236,819 of Target 116.3% 113.9% 110.5% 105.7% 102.3% 93.8% 81.2% 70.7% 61.7% 53.6% ILODI ELECTRIC UTILITY FINANCIAL FORECAST - AFTER RATE ADJUSTMENT 12%1 EXHIBIT B Account 15/16 Est Act 1617 Est 1718 Forecast 18/19 Forecast 19120 Forecast 20121 Forecast 21122 Forecast 22/23 Forecast 23/24 Forecast 24/25 Forecast Total Rate Revenue $67,507,179 $68,526,450 $68,619,720 $68,990,448 $70,374,737 $71,980,232 $73,246,337 $74,351,202 $75,239,775 $72,745,393 Additional Rate Revenue from Proposed Adjustments $0 $637,495 $1,379,256 $1,386,708 $1,414,532 $1,446,803 $1,472,251 $1,494,459 $1,512,319 $1,462,182 Loan Proceeds $1,500,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 Other Revenue (Opand Non -O) $4,763,522 $3,754,790 $3,435,274 $3,448,040 $3,289,166 $2,194,530 $1,037,250 $1,037,250 $1,037,250 $1,037,250 Total Revenue $73,770,701 $72,918,735 $73,434,250 $73,825,196 $75,078,436 $75,621,564 $75,755,839 $76,882,911 $77,789,345 $75,244,826 Power Supply $38,632,485 $40,434,980 $40,926,847 $41,159,111 $42,404,244 $43,869,886 $44,995,439 $45,959,050 $46,705,662 $44,068,610 Construction & Maintenance $5,358,548 $6,663,040 $6,838,295 $7,020,414 $7,209,804 $7,406,901 $7,559,800 $7,715,876 $7,875,195 $8,037,826 Engineering & Operations $2,136,109 $2,722,260 $2,794,295 $2,869,179 $2,947,080 $3,028,180 $3,090,738 $3,154,596 $3,219,784 $3,286,327 Administrative & General (A&G) $1,717,043 $2,343,610 $2,399,264 $2,456,733 $2,516,111 $2,577,495 $2,630,041 $2,683,662 $2,738,381 $2,794,221 hi -Lieu Taxes $7,082,070 $7,131,330 $7,181,249 $7,231,518 $7,282,139 $7,333,114 $7,384,445 $7,436,137 $7,488,190 $7,540,607 Internal Cost of Service $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 $2,104,000 Capital Funded from Rates $3,559,155 $3,916,000 $3,030,200 $3,121,000 $2,431,000 $2,161,000 $1,966,000 $1,375,000 $1,140,000 $1,140,000 Debt Service / Loan Repayment $8,168,594 $5,528,520 $5,538,575 $5,523,125 $5,519,375 $5,514,000 $5,522,950 $5,510,025 $5,268,650 $5,264,275 Funding of Capital Reserves $250,000 $250,000 $250,000 $250,000 $ - $ - $ - $ - $ - $ - Public Benefits/Solar $1,603,767 $2,190,1601 $1,611,7631 $1,643,998 $1,676,8781 $1,710,4161 $1,744,6241 $1,779,5171 $1,815,107 $1,851,409 Total Expenses $70,611,771 $73,283,900 $72,674,489 $73,379,079 $74,090,631 $75,704,991 $76,998,037 $77,717,863 $78,354,969 $76,087,275 Surplus/(Deficit) $3,158,930 ($365,165) $759,761 $446,118 $987,806 ($83,427) ($1,242,199) ($834,951) ($565,624) ($842,450) 15/16 Est Act 16117 Est 17118 Forecast 18119 Forecast 19120 Forecast 20121 Forecast 21/22 Forecast 22/23 Forecast 23/24 Forecast 24/25 Forecast Proposed Rate Adjustments 0.0% 1.0% 1.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% o% Available Cash $26,936,574 $26,571,409 $27,331,170 $27,777,288 $28,765,094 $28,681,667 $27,439,468 $26,604,517 $26,038,892 $25,196,443 Council Reserve Requirement (90 Days) $17,776,000 $17,350,000 $17,411,072 $17,564,520 $17,914,908 $18,385,998 $18,758,009 $19,085,716 $19,303,742 $18,736,819 Days Cash 138 140 143 144 147 142 133 127 123 123 Council Reserve Funded ($1M Target) $ 250,000 $ 500,000 $ 750,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 Overall Target (90 Days, Capital, NCPA GOR -Approved by ROC) $ 23,155,000 $ 22,776,000 $ 22,911,072 $ 23,064,520 $ 23,414,908 $ 23,885,998 $ 24,258,009 $ 24,585,716 $ 24,803,742 $ 24,236,819 of Target 116.3% 116.7% 119.3% 120.4% 122.8% 120.1% 113.1% 108.2% 105.0% SO4.0% EXHIBIT C Lodi Electric Utility Proposed 2017 Rate Changes RESIDENTIAL - Schedule EA Customer Charge Energy Charge - Summer ($/kWh) Tier 1 Tier 2 Tier 3 Energy Charge - Winter ($/kWh) Tier 1 Tier 2 Tier 3 MOBILE HOME PARK - Schedule EM Customer Charge (Master Meter Customer) Energy Charge - Summer ($/kWh) Tier 1 Tier 2 Tier 3 Energy Charge - Winter ($/kWh) Tier 1 Tier 2 Tier 3 DUSK -TO -DAWN LIGHTING - Schedule EL 6,000 lumen gas discharge lamp (each) - per billing cycle 18,000 lumen gas discharge lamp (each) - per billing cycle CITY FACILITIES - Schedule ES Minimum Charge Customer Charge Energy Charge ($/kWh) COMMERCIAL/INDUSTRIAL - Schedule G1(< 8.000 kWh/month) Customer Charge Single -Phase Service Three -Phase or Combination Service Energy Charge ($/kWh) Summer Winter COMMERCIAL/INDUSTRIAL - Schedule G2 (> 8.000 kWh/month) Customer Charge Demand Charge ($/kW) Energy Charge ($/kWh) Summer Winter COMMERCIAL/INDUSTRIAL - Schedule G3 -S (Secondary) (400 kW - S00 kW/month] Customer Charge Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) Peak Demand Charge - Summer ($/kW) Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Page 1 of 3 Energy Tier(s) Rate(s) Current Proposed N/A $ 10.00 $ 10.20 0 - 481 kWh / month $ 0.1400 $ 0.1428 482 - 962 kWh / month $ 0.1550 $ 0.1581 > 962 kWh / month $ 0.3300 $ 0.3366 0 - 391 kWh / month $ 0.1400 $ 0.1428 392 - 782 kWh / month $ 0.1550 $ 0.1581 > 782 kWh / month $ 0.3300 $ 0.3366 N/A $ 1.00 $ 1.02 0 - 481 kWh / month $ 0.1400 $ 0.1428 482 - 962 kWh / month $ 0.1550 $ 0.1581 > 962 kWh / month $ 0.3300 $ 0.3366 0 - 391 kWh / month $ 0.1400 $ 0.1428 392 - 782 kWh / month $ 0.1550 $ 0.1581 > 782 kWh / month $ 0.3300 $ 0.3366 N/A $ 12.76 $ 13.02 N/A $ 23.69 $ 24.16 N/A $ 5.25 $ - N/A $ - $ 10.20 All kWh $ 0.10948 $ 0.10890 N/A $ 7.35 $ 7.50 N/A $ 10.87 $ 11.09 See Notes $ 0.18883 $ 0.19261 See Notes $ 0.13965 $ 0.14244 N/A $ 59.20 $ 60.38 N/A $ 4.10 $ 4.18 See Notes $ 0.15519 $ 0.15829 See Notes $ 0.12423 $ 0.12671 N/A $ 134.54 $ 137.23 N/A $ 4.10 $ 4.18 N/A $ 4.10 $ 4.18 N/A $ 11.47 $ 11.70 See Notes $ 0.16890 $ 0.17228 See Notes $ 0.13528 $ 0.13799 See Notes $ 0.11621 $ 0.11853 See Notes $ 0.12259 $ 0.12504 See Notes $ 0.11188 $ 0.11412 EXHIBIT C COMMERCIAL/INDUSTRIAL- Schedule G3 -P (Primary) (400 kW - 500 kW/month) Customer Charge N/A $ 134.54 $ 137.23 Demand Charge - Summer ($/kW) N/A $ 3.17 $ 3.23 Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) Peak See Notes $ 0.16280 $ 0.16606 Part -Peak See Notes $ 0.13086 $ 0.13348 Off -Peak See Notes $ 0.11274 $ 0.11499 Energy Charges - Winter ($/kWh) Part -Peak See Notes $ 0.11880 $ 0.12118 Off -Peak See Notes $ 0.10862 $ 0.11079 COMMERCIAL/INDUSTRIAL - Schedule G4 -S (Secondary) (500 kW - 1,000 kW/month) Customer Charge N/A $ 134.54 $ 137.23 Demand Charge - Summer ($/kW) N/A $ 4.10 $ 4.18 Demand Charge - Winter ($/kW) N/A $ 4.10 $ 4.18 Peak Demand Charge - Summer ($/kW) N/A $ 11.47 $ 11.70 Energy Charges - Summer ($/kWh) Peak See Notes $ 0.15592 $ 0.15904 Part -Peak See Notes $ 0.12225 $ 0.12470 Off -Peak See Notes $ 0.10322 $ 0.10528 Energy Charges - Winter ($/kWh) Part -Peak See Notes $ 0.11031 $ 0.11252 Off -Peak See Notes $ 0.09969 $ 0.10168 COMMERCIAL/INDUSTRIAL - Schedule G4 -P (Primary) (500 kW -1,000 kW/month) Customer Charge N/A $ 134.54 $ 137.23 Demand Charge - Summer ($/kW) N/A $ 3.17 $ 3.23 Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) Peak See Notes $ 0.14988 $ 0.15288 Part -Peak See Notes $ 0.11791 $ 0.12027 Off -Peak See Notes $ 0.09981 $ 0.10181 Energy Charges - Winter ($/kWh) Part -Peak See Notes $ 0.10657 $ 0.10870 Off -Peak See Notes $ 0.09647 $ 0.09840 COMMERCIAL/INDUSTRIAL-Schedule G5 -S (Secondary) (> 1,000 kW/month) Customer Charge N/A $ 134.54 $ 137.23 Demand Charge - Summer ($/kW) N/A $ 4.10 $ 4.18 Demand Charge - Winter ($/kW) N/A $ 4.10 $ 4.18 Peak Demand Charge - Summer ($/kW) N/A $ 11.47 $ 11.70 Energy Charges - Summer ($/kWh) Peak See Notes $ 0.14365 $ 0.14652 Part -Peak See Notes $ 0.11005 $ 0.11225 Off -Peak See Notes $ 0.09311 $ 0.09497 Energy Charges - Winter ($/kWh) Part -Peak See Notes $ 0.09825 $ 0.10022 Off -Peak See Notes $ 0.09009 $ 0.09189 Economic Stimulus Rate Credit ($/kWh) All kWh $ 0.00431 $ 0.00440 COMMERCIAL/INDUSTRIAL-Schedule G5 -P (Primary) (>1,000 kW/month) Customer Charge N/A $ 134.54 $ 137.23 Demand Charge - Summer ($/kW) N/A $ 3.17 $ 3.23 Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) Peak See Notes $ 0.13794 $ 0.14070 Part -Peak See Notes $ 0.10602 $ 0.10814 Off -Peak See Notes $ 0.08993 $ 0.09173 Energy Charges - Winter ($/kWh) Part -Peak See Notes $ 0.09481 $ 0.09671 Off -Peak See Notes $ 0.08706 $ 0.08880 Economic Stimulus Rate Credit ($/kWh) All kWh $ 0.00431 $ 0.00440 Page 2 of 3 EXHIBIT C EP ENERGY PURCHASE - Schedule EP Compensation for customer owned generation COMMERCIAL/INDUSTRIAL - OPTIONAL - Schedule 11(>1,000 kW/month) - Special Conditions Apply Customer Charge Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) Peak Demand Charge - Summer ($/kW) Customers with demand < 4,000 kW: Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Customers with demand >_ 4,000 kW Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Economic Stimulus Rate Credit ($/kWh) ELECTRIC VEHICLE CHARGING SERVICE -Schedule EV Minimum Charge Customer Charge Energy Charge ($/kWh) EV Charging Period Non -EV Charging Period N/A Contract Basis Avoided Cost N/A $ 134.54 $ 137.23 N/A $ 3.17 $ 3.23 N/A $ 3.17 $ 3.23 N/A $ 10.76 $ 10.98 See Notes $ 0.14029 $ 0.14310 See Notes $ 0.10807 $ 0.11023 See Notes $ 0.09245 $ 0.09430 See Notes $ 0.09972 $ 0.10171 See Notes $ 0.09177 $ 0.09361 See Notes $ 0.13378 $ 0.13646 See Notes $ 0.10156 $ 0.10359 See Notes $ 0.08594 $ 0.08766 See Notes $ 0.09321 $ 0.09507 See Notes $ 0.08526 $ 0.08697 All kWh $ 0.01359 $ 0.01386 N/A $ 5.25 $ - N/A $ - $ 3.00 Schedule EA Tier See Notes $ 0.14910 1 Energy Charge Schedule EA Tier See Notes $ 0.34650 3 Energy Charge NOTES: Summer (May 1 through Oct 31) Peak: 3 pm to 7 pm - Mon through Fri (except holidays) Part -Peak: 8:30 am to 3 pm and 7 pm to 9:30 pm - Mon through Fri (except holidays; Off -Peak: 9:30 pm to 8:30 am - Mon through Fri and all day Sat, Sun, holidays Winter (Nov 1 through Apr 30) Part -Peak: 8:30 am to 9:30 pm - Mon through Fri (except holidays) Off -Peak: 9:30 pm to 8:30 am - Mon through Fri and all day Sat, Sun, holidays EV Charging Period: 8 pm to 6 am - Mon through Fri (and all day weekends and holidays) Non -EV Charging Period: 6 am to 8 pm - Mon through Fri (excluding weekends and holidays) Holidays include: New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. Page 3 of 3 ORDINANCE NO. AN ORDINANCE OF THE LODI CITY COUNCIL AMENDING LODI MUNICIPAL CODE CHAPTER 13.20 – ELECTRICAL SERVICE – BY REPEALING AND REENACTING ARTICLE III "RATES" IN ITS ENTIRETY BE IT ORDAINED BY THE LODI CITY COUNCIL AS FOLLOWS: SECTION 1. Lodi Municipal Code Chapter 13.20 – Electrical Service is hereby amended by repealing and reenacting Article III. "Rates" in its entirety and shall read as follows: Article III. – Rates 13.20.175 licabillt . 13.20.180 A I Schedule EGA—Energy Cost Adjustment. 13.20.185 Schedule CSS—California Solar Initiative Surcharge. 13.20.190 Schedule EA—Residential Service. 13.20.200 Schedule ED—Residential SHARE Program Service. 13.20.210 Schedule EM—Mobilehome Park Service. 13.20.220 Schedule MR—Residential Medical Rider. 13.20.225 Schedule NEM—Net Energy Metering Rider. 13.20.227 Conversion of Prior Schedule CEM—Co-Energy Metering Rider. 13.20.230 Schedule EL—Outdoor Dusk -To -Dawn Lighting. 13.20.235 Schedule ES—City Facilities Service. 13.20.240 Schedule G1—General Service—Group 1 Commercial/Industrial. 13.20.250 Schedule G2—General Service—Group 2 Commercial/Industrial. 13.20.260 Schedule G3—General Service—Group 3 Commercial/Industrial. 13.20.270 Schedule G4—General Service—Group 4 Commercial/Industrial. 13.20.280 Schedule G5—General Service—Group 5 Commercial/Industrial. 13.20.290 Schedule EP—Energy Purchase. 13.20.300 Schedule SS—Standby Service. 13.20.310 Schedule 11—General Service—Group 5 Commercial/Industrial—Optional. 13.20.315 Schedule EDR—Economic Development Rates. 1.3-20.20 SGhe dule NST—New Ralar. Tax ReAs. 13.20.325 Schedule EV—Electric Vehicle Charging Service. . Reserved. pFepaFed by the City OR OF OASF May 1. . 1 13.20.4N175 APPLICABILITY. The sale of electric energy by the City shall be at the rates set forth in this article. 13.20.4M180 SCHEDULE ECA—ENERGY COST ADJUSTMENT. A. Applicability. This schedule is applicable to all electric customers served by the City of Lodi. Each customer shall pay the applicable rate plus an energy cost adjustment (ECA) for each kilowatt-hour (kWh) delivered to the customer. The adjustment shall be the product of the total kilowatt-hours (kWh) for which the bill is rendered times the ECA amount per kWh. The purpose of the ECA is to adjust for increases/decreases to the City of Lodi's wholesale energy costs. This adjustment provides a mechanism to recover increased costs for wholesale energy or to lower collections when costs decrease below the base charge level. B. Rates: Effective July 6, 2007, the ECA billing factor for any given month shall be calculated as follows: Where: ECA= (a) + (b) - (c)(d+f) - (f) (e) a. equals the amount the City of Lodi is actually charged by the Northern California Power Agency for the billing month, including adjustments for prior billing periods, less any third party revenue credits. b. equals the City of Lodi's estimated costs related to the acquisition of wholesale power, both financial and physical, procured directly by the city for the billing month, including adjustments for prior billing periods. C. equals the difference between actual retail energy sales and projected sales levels for the month which is two months prior to the billing month. d. equals the ECA billing factor for the month which is two months prior to the billing month. e. equals the forecast of projected retail energy sales for the billing month. equals the baseline energy cost for the city of $0.0831. The City of Lodi will recalculate the ECA each month, and resulting amount shall be automatically implemented for bills rendered during the following billing month. The ECA shall not be discounted. SCHEDULE 1-1 FIXED ECA OPTION: Customers must elect this option prior to the start of the twelve-month cycle (July -June) and must be billed for the entire twelve months under this option. Customers may opt out in the May prior to the next twelve-month billing period. The City of Lodi will calculate a fixed ECA based on projected sales divided by the budgeted NCPA all resource bill for the upcoming twelve-month period (July -June) minus eight point three one (8.31) cents. The resulting amount shall be automatically implemented for bills rendered during the eleven billing months beginning in July and ending in May. The June billing shall include a true -up for the actual ECA billed in the same eleven -month period and the actual ECA for the month of June. 13.20.185 SCHEDULE CSS—CALIFORNIA SOLAR INITIATIVE SURCHARGE. A. Applicability. This schedule is applicable to all electric customers served by the City of Lodi. Each customer shall pay the applicable rate(s) plus the California Solar Initiative Surcharge (CSS) for each kilowatt-hour (kWh) delivered to the customer. The CSS shall fund incentives for customers participating in the Lodi Solar Rebate Pilot Program. California Senate Bill 1 (SB 1) mandates that all electric utilities offer a solar photovoltaic program that provides incentives to support the development and installation of solar systems throughout their given service territory. Based upon SB 1 funding requirements, Lodi Electric Utility shall make available approximately six hundred thousand dollars annually between the years 2008 — 2017. B. Rates. Effective on all bills rendered on or after January 1, 2008 until December 31, 2017, a surcharge per kilowatt-hour (kWh) will be applied to all kWh sold. The CSS shall be applied to all kWh sold and will be non -discounted. The surcharge amount of $0.00125 will be applied to all kWh consumed by each customer in all rate classes. All funds collected under this surcharge will be placed in an account solely for the purpose of implementing the Lodi Solar Rebate Pilot Program. 13.20.190 SCHEDULE EA—RESIDENTIAL SERVICE. lseGWA, maFkad lkhibit A and made. a paFt heFeef -a&- if -set out. In fA A. Applicability: This schedule is applicable to single-phase domestic power service in single-family and multi -family dwellings separately metered by the City including those on discontinued all electric rate schedule, EE. B. Rates: Customer Charge......................................................................... $U?A1Q.24 Energy Charge is by Tier of kWh usage: Tier 1 Tier 2 Tier 3 $/kWh $044000.1428 $04Z500.1581 $ M.3366 Summer (May through October) Energy Tiers Tier 1 1 Tier 2 I Tier 3 Beginning Tier kWh/month 1 0 1 482 >962 Endinq Tier kWh/month 1 481 1 962 3 Winter (November through April) Tiers Tier 1 1 Tier 2 I Tier 3 Beginning Tier kWh/month 1 0 1 392 1 >782 Endina Tier kWh/month 1 391 1 782 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.4180 Schedule ECA – Energy Cost Adjustment. D. Billing Cycle Charge (Monthly Bill): The Billing Cycle Charge is the sum of the Customer Charge, the Energy Charge and the ECA. E. Special Conditions: a. When a business or commercial establishment is conducted in conjunction with a residence and both are measured through one meter, this rate does not apply. b. This rate does not apply to service used for common area and facilities in multi- family dwellings. C. Additional discounts are available as described in Schedule MR, Residential Medical Discount and Schedule ED, Residential SHARE Program Service. F. Fixed Income Discount: For those customers who are on fixed incomes below $45,000 annually and who are over 62 years of age, and do not qualify for any other discount, a discount of 5% shall apply to the electric bill. Procedures as to qualification will be established by the Electric Utility Department. 13.20.200 SCHEDULE ED—RESIDENTIAL SHARE PROGRAM SERVICE. A. Applicability. Applicable to domestic service in single-family and multi -family dwellings separately metered by the City of Lodi where the customer meets all the special conditions of this rate schedule including those on discontinued all electric SHARE rate schedule, EF. B. Rates. Customers under this schedule will have bills computed using the EA rate schedule less a 30% discount. C. Energy Cost Adjustment (ECA).. An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.5180 Schedule ECA - Energy Cost Adjustment. 4 D. Billing Cycle Charge (Monthly Bill). The billing cycle charge is *'40 hl9heF "f the sum of ^^�mthe customer charge., apd SGA GF the s,. the energy charge and the ECA. E. Special Conditions. 1. When a business or commercial establishment is conducted in conjunction with a residence and both are measured through one meter, this rate does not apply. 2. This rate does not apply to service used for common area and facilities in multi- family dwellings. 3. Single Household Alternative Rate for Energy (SHARE) Eligibility: To be eligible to receive SHARE an applicant must complete an application and qualify based on the income eligibility criteria for state of California Low Income Home Energy Assistance Program. 4. Completed applications must be submitted to the City of Lodi finance department. The City of Lodi finance department shall certify the eligibility of all applicants. 5. All applicants will be required to certify income eligibility for the SHARE program. Customers must sign a statement upon application indicating that the City of Lodi may verify the customer's eligibility at any time. If verification established that the customer is ineligible, the customer will be removed from the program and the City of Lodi may render corrective billings. 6. An additional discount is available as described in Schedule MR, Residential Medical Discount. 13.20.210 SCHEDULE EM—MOBILEHOME PARK SERVICE. A. Applicability: This schedule is applicable to service supplied to mobile home parks through one meter and sub -metered to all individual mobile home units. B. Rates: Customer Charge (Master Meter Customer) ... $4-1.02 per individual mobile home park unit. Energy Charge is by Tier of kWh Tier 1 1 Tier 2 1 Tier 3 I $/kWh 1 $0 0.1428 , $0.15500.15811 1 $0.33900.3366 1 Summer (May through October) Energy Tiers Tier 1 1 Tier 2 1 Tier 3 5 Beginning Tier kWh/month 0 482 >962 Ending Tier kWh/month 481 962 Winter (November through April) Energy Tiers Tier 1 1 Tier 2 I Tier 3 Beginning Tier kWh/month [ 0 1 392 J >782 J Endina Tier kWh/month 1 391 1 782 J C. Master Meter / Sub -Meter Discount: For each occupied mobile home park unit, the park owner will receive a monthly discount in the amount of $3.00. D. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.45180 Schedule ECA — Energy Cost Adjustment. E. Billing Cycle Charge (Monthly Bill): The Billing Cycle Charge is the sum of the Customer Charge tMaster Meter Customer), the Energy Charge, the Master Meter / Sub -Meter Discount and the ECA. F. Special Conditions: 1. This rate is available only for mobile home park master metering in service prior to March 31, 1989. 2. It is the responsibility of the master -metered customer to notify the City Finance Department by the 5th day of each month of any change in the number of occupied mobile home park units wired for service on the first day of that month. 3. Miscellaneous electric loads such as general lighting, laundry rooms, general maintenance, and other similar use incidental to the operation of the premises as a multi -family accommodation will be considered domestic use. 4. For the master -metered Customer to qualify for Single Household Alternative Rate for Energy (SHARE) and/or the Residential Medical Discount, the qualified sub -metered tenants of the master -metered Customer must submit the applicable application(s), including the tenant's unit number, to the City of Lodi Finance Department. The City of Lodi Finance Department will notify the master -metered Customer in writing of the tenant's certification for these programs. 5. For tenants who are on fixed incomes below $45,000 annually and who are over 62 years of age, and do not qualify for any other discount, a discount of 5% of the qualifying tenant's electric bill (Fixed Income Discount) shall be provided to the master -metered Customer. Procedures as to qualification will be established by the Electric Utility Department. 6. The master -metered customer, not the City of Lodi, is responsible for extending the SHARE, Residential Medical Discount, and Fixed Income Discount to tenants certified to receive them. If verification establishes that the SHARE, Residential Medical Discount, or Fixed Income Discount tenant is ineligible, the tenant will be removed from the master -metered Customer's qualified tenants and the City of Lodi may render corrective billings. 7. The master -metered Customer shall not bill any sub -metered tenant more than that tenant would be billed if that tenant were an individual customer of the City of Lodi. For a qualifying SHARE tenant, the master -metered Customer shall bill the qualifying tenant at the applicable rates equivalent to Schedule ED, Residential SHARE Program Service. For a tenant qualifying for a Residential Medical Discount, the master -metered Customer shall the bill the qualifying tenant in accordance with the provisions of Schedule MR, Residential Medical Discount. For tenants qualifying for a Fixed Income Discount, the master - metered Customer shall bill the qualifying tenant in accordance with the provisions of paragraph (e) herein. A tenant not qualified for any of the above discounts shall be billed using the rates and charges provided for in Schedule EM, Mobile Home Park Service, except the Master Meter / Sub -Meter Discount shall not be provided to tenants and the master -metered Customer shall not bill the tenant the Schedule EM, Mobile Home Park Service Customer Charge (Master Meter Customer). 8. With the exception of the Customer Charge provided for in Schedule EA, Residential Service, the master-meter/sub-meter rate discount provided herein prohibits further recovery by mobile home park owners for the costs of owning, operating and maintaining their electric sub -metered system. 9. Upon request, mobile home park owners must submit copies of their tenant billings to the City of Lodi for auditing to ensure compliance with this rate tariff, provided however that such requests shall not be made more often than semi- annually. 13.20.220 SCHEDULE MR—RESIDENTIAL MEDICAL RIDER. A. Applicability: Qualifying residential customers on Schedule EA are entitled to a discount of 25% from the total bill. Qualifying residential customers on Schedule ED are entitled to a discount of 5% from the total bill. Master -metered customers with qualifying tenant(s) on Schedule EA are entitled to a discount of 25% per billing cycle (monthly bill) for each qualifying household or mobile home unit. Master -metered customers with qualifying tenant's' on Schedule ED are entitled to a discount of 5% per billing cycle (monthly bill) for each qualifying household or mobile home unit. If a customer or full-time resident in the home or mobile home unit has one or more of the medical conditions listed below, contact the Electric Utility Department to request a City application, "Declaration of Eligibility for Medical Discount." Only one medical discount adjustment per household or mobile home unit is available. B. Qualifying Conditions: To qualify for the Medical Discount, the customer will be required to submit a completed City application, including the certification of a doctor of medicine or osteopathy licensed to practice in the State of California that a customer or other full time resident in the home is: a. Dependent on a life-support device used in the home. b. Paraplegic, hemiplegic, or quadriplegic person having special air-conditioning needs. C. A multiple -sclerosis patient with special heating or air-conditioning needs. d. Medical conditions other than multiple sclerosis, paraplegia, hemiplegia, or quadriplegia may qualify customers for medical quantities for electric heating or air conditioning. Any such conditions will be reviewed on an individual basis. C. Life Support Devices: A life support device is any medical device necessary to sustain life or relied upon for mobility. To qualify under this schedule, the device must be used in the home and must run on electricity supplied by the City of Lodi. The term "life support device" includes, but is not limited to respirators, iron lungs, hemodialysis machines, suction machines, electric nerve stimulators, pressure pads and pumps, aerosol tents, electrostatic and ultrasonic nebulizers, compressors, IPPB machines and motorized wheelchairs. D. Heating and Air Conditioning: Special heating and/or air-conditioning needs will qualify for a Medical Discount only if the main source of energy for heating or air conditioning is electricity supplied by the City of Lodi. E. Medical Discount for Mobile Home Park Service Customers: Residential tenants of mobile home park service customers can also qualify for Medical Discount. If one or more of the customer's tenant(s) have a medical condition that qualifies under the conditions listed above, contact the Electric Utility Department to apply. Any Medical Discount must be passed on to the qualifying tenant(s) when tenants are billed for the electricity they use. 13.20.225 SCHEDULE NEM—NET ENERGY METERING RIDER. A. Purpose. The purpose of this rider is to establish rates, terms, and conditions for providing net metering services to customers generating electricity using solar and wind facilities of one MW or less in size. This rider complies with California State legislation requiring every electric utility in the state, including municipally -owned utilities, to develop a standard contract or tariff providing for net energy metering, as defined below. B. Applicability. This schedule is applicable to service for customers where a part or all of the electrical requirements of the customer can be supplied from a solar or wind power production source owned and operated by the customer (customer -generated). Availability of this schedule to eligible customer -generators will be on a first-come, first-served basis and will be available until such time the total rated generating capacity used by eligible customer - generators equals five percent of the City of Lodi aggregate customer annual peak demand. The solar or wind generation source must: 1) have a capacity of one MW or less, 2) be located on the customer -generator's premises, 3) be connected for parallel operation with Lodi's distribution facilities, and 4) be intended for the sole purpose of offsetting a part or all of the customer -generator's own electrical requirements. In no case shall the power or energy generated by the customer -owned solar or wind source be available for resale, except as specified under this rider. Additional terms and conditions for service, including terms of interconnection and parallel operation, are specified in a customer -specific Electrical Interconnection and Net Energy Metering Payment Agreement. C. Rates. Charges for electricity supplied by the city will be based on metered usage in accordance with special conditions (D)(3) and (5) below. Rates charged under this schedule will be in accordance with the eligible customer -generator's otherwise applicable rate schedule. Public benefit charges and monthly customer charges shall not be by -passable. D. Special Conditions. Other Agreements. A signed electrical interconnection and net metering payment agreement between the customer -generator and the city is required for service under this schedule. 2. Metering Equipment. Net energy metering shall be accomplished using a single meter capable of registering the flow of electricity in two directions. If customer's existing electrical meter is not capable of measuring the flow of electricity in two directions, the customer -generator shall be responsible for all expenses involved in purchasing and installing a meter that is capable of measuring electricity in both directions. Co -energy metering customers transferred to net metering pursuant to Section 13.20.227 of this code, may remain on the dual meter system. Net energy metering customers, at their election may opt for the dual meter system. 3. Net Energy Metering and Billing. Net energy is defined as measuring the difference between the electricity supplied by the city through the electric grid to the eligible customer -generator and electricity generated by an eligible customer - generator and fed back into the electric grid over a twelve-month period. In the event that the electricity supplied by the city during the twelve-month period exceeds the electricity generated by the eligible customer -generator during the same period, the eligible customer is a net electricity consumer and the city shall bill the customer for the net consumption during the twelve-month period based on the retail price per kilowatt-hour for eligible customer - generator's rate class over the same period. The city shall provide the customer -generator with net electricity consumption information on each regular bill. That information shall include the current amount owed to the city for the net electricity consumed. Customer -generator may exercise the option to pay monthly for the net energy consumed, but in any event shall be responsible for any payments due at the end of each twelve- month period. 4. Attributes. Any capacity attributes or environmental attributes associated with the renewable energy produced by the customer -generator at sites subject to this schedule shall belong to the city with the sole exception of renewable energy credits for solar and wind generation up to the amount of on-site consumption. Capacity attributes include, but are not limited to, system resource adequacy capacity and local resource adequacy capacity, if any. Environmental attributes include, but are not limited to, renewable portfolio standard recognition, renewable energy credits, greenhouse gas credits, and emission reduction credits, if any. 5. Excess Energy. Net energy metering will be administered on an annualized basis, beginning with the month of interconnection of the customer's generating system with the city's electrical system. Electric solar and wind generation production may result in a dollar credit carrying forward to the next billing period. If a credit accumulation results in a net customer -owned generation credit at the end of the annualized year, unused dollar credits will be set to zero and not be carried into the new annualized year unless the customer -generator affirmatively elects to be paid for such excess. If the customer -generator so elects, the city shall either pay the customer -generator or credit the customer generator's account for such excess at the baseline energy cost rate specified in Schedule ECA plus the energy cost adjustment rate averaged for the billing periods with excess generation. 6. Rules and Regulations. Other conditions specified in the City of Lodi electric utility department's rules, regulations and engineering standards shall apply to this electric rate schedule. 1 13.20.227 CONVERSION OF PRIOR SCHEDULE CEM—CO-ENERGY METERING RIDER. A. On the effective date of this [ordinance no. 1853], customer generators on the city's prior schedule CEM co -metering rider will be converted to the city's schedule NEM -net energy metering rider. In calendar year 2011, the annual net energy bill as provided in Subsection 13.20.225(D)(3) of this code, shall be calculated retroactive to January 1, 2011, and the annual excess energy credit or payment (if any) shall be calculated retroactive to January 1, 2011. 13.20.230 SCHEDULE EL—OUTDOOR DUSK -TO -DAWN LIGHTING. A. Applicability: This schedule is applicable to City -owned and maintained outdoor overhead area lighting service. Dusk -to -Dawn lighting may not be used for street lighting purposes. B. Rates: For each 6,000 lumen gas discharge lamp .................................... $613.02 per billing cycle For each 18,000 lumen gas discharge lamp ................................... $924.16 per billing cycle 10 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.5180 Schedule ECA - Energy Cost Adjustment. D. Billing Cycle Charge (Monthly Bill): a. Lamps shall be approximately 6,000 or 18,000 lumen gas discharge with luminaire and bracket, as specified by the City of Lodi Electric Utility Department, and shall be supported on City -owned poles which are used to carry distribution system circuits for other City purposes and shall be at locations approved by the City of Lodi. Lamps will be controlled from dusk to dawn each night so as to give approximately 4,380 hours of service annually. b. Upon receipt of notice from a customer of failure of light to operate as scheduled, the City of Lodi Electric Utility Department will, within a reasonable period of time, make the necessary repairs. C. Relocation of existing outdoor lighting service equipment or the installation of additional facilities required other than mentioned in (a) above shall be at customer's expense prior to starting work. I 13.20.235 SCHEDULE ES—CITY FACILITIES SERVICE. A. Applicability: This schedule is applicable only to those city facilities currently on schedule ES. B. Rates: Mk4mumCustomer Charge ................................................ $10.20 Energy Charge per kWh .......................................... $x$9480.10890 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.180 Schedule ECA - Energy Cost Adjustment. D. Billing Cycle Charge (Monthly Bill): The billing cycle charge is the highs. 9 +he sum of the Customer Charge, aPA-the EneMy Charge, and the EGA EGA. 13.20.240 SCHEDULE G1—GENERAL SERVICE—GROUP 1 COMMERCIAL/ INDUSTRIAL. this- se-d-tien. maFkad Exhibit 9 and made a p9A he -m -of as if A-6-4- ei-It in fi_`�- A. Applicability: 11 This schedule is applicable to customers with single-phase or three-phase service, or to a combination thereof, whose energy consumption does not exceed 8,000 kilowatt-hours (kWh) per billing cycle for three consecutive billing cycles. This schedule is not available for service when another commercial/industrial schedule is applicable. Assignment to Schedule: If, in the judgment of the City, an account is expected to have usage below 8,000 kWh per billing cycle, the City has the option of placing the account immediately on this schedule. When an account billed on this schedule permanently changes the nature of electrical operations to such an extent that the account would in time qualify for another rate schedule, such billing change will be made as soon as practicable after verification of said changes. If energy consumption equals or exceeds 8,000 kWh for three consecutive billing cycles, the City will transfer the account to the appropriate rate schedule. If the demand reaches or exceeds 400 kW for three consecutive billing cycles, the account will be transferred to the appropriate rate schedule. B. Rates: Customer Charge: (per meter per billing cycle) Single -Phase Service ......................................... ..... $- ....... ..................... 7.50 Three -Phase or Combination Service ...........................:....................... Energy Charge: ($ per kWh) Summer (May through October ......$10.19261 Winter (November through April) ....... .... ...........$A9�Q� 1444 C. Energy Cost Adjustment (EPAj: An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.180 Schedule ECA — Energy Cost Adjustment. D. Community Benefits Incentive Discount: G1 -Non-profit (as defined in Federal Internal Revenue 501 (c) (3)) Industrial/Commercial customers who are currently receiving Federal Community Development Block Grant funds or have received such funds not more than two years before preparation of the current billing cycle charge are eligible for the following discount on Energy and Demand charges: July 1, 1996 and after..............................................................30% It is the customer's responsibility to notify the Finance Department of this eligibility. This discount may not be used in conjunction with any other incentive discount. E. Billing Cycle Chame(Monthly Bill : ECA. The billing cycle charge is the sum of the Customer Charge, the Energy Charge and the 12 13.20.250 SCHEDULE G2—GENERAL SERVICE—GROUP 2 COMMERCIAL/INDUSTRIAL. l A. Applicability: This schedule will be applied to accounts with energy consumption in excess of 8,000 kilowatt-hours (kWh) for three consecutive billing cycles. This schedule is not available for service when another commercial/industrial schedule is applicable. Billing Demand: The billing demand in any billing cycle will be the maximum average power taken during any metering interval in the period, but not less than the diversified resistance welder load. (The customary metering interval is 15 minutes; in cases where the use of energy is intermittent or subject to violent fluctuations, a 5 -minute interval may be used.) Assignment to Schedule: If, in the judgment of the City, an account is expected to have usage over 8,000 kWh per billing cycle, the City has the option of placing the account immediately on this schedule. When an account billed on this schedule permanently changes the nature of electrical operations to such an extent that the account would in time qualify for another rate schedule, such billing change will be made as soon as practicable after verification of said changes. It shall be the responsibility of the customer to notify the City of any such changes. If energy consumption drops below 8,000 kWh and remains there for 12 consecutive billing cycles, the City will transfer the account to the appropriate schedule. If the billing demand reaches or exceeds 400 kW for three consecutive billing cycles, the account will be transferred to the appropriate rate schedule as soon as practicable. B. Rates: Customer Charge: (per meter per billing cycle) .................................. $A80.38 Demand Charge: All kW of billing demand, per kW Energy Charge: (per kWh) Summer (May through October) Winter (November through April) Energy Cost Ad•ustment ECA : ........... ............9_1 a82� ....................... $f}44214=.12671 1 4.4-04.18 An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.180 Schedule ECA – Energy Cost Adjustment. C. Voltage Discount: When delivery is made at the same primary distribution voltage as that of the line from which the service is supplied, a 4% discount will be allowed on the sum of the Demand Charge and the Energy Charge. 13 D. Community Benefits Incentive Discount: G2 -Non-profit (as defined in Federal Internal Revenue 501 (c) (3)) Industrial/Commercial customers who are currently receiving Federal Community Development Block Grant funds or have received such funds not more than two years before preparation of the current billing cycle charge are eligible for the following discount on Energy and Demand charges: July 1, 1996 and after.......................................................................... 30% It is the customer's responsibility to notify the Finance Department of this eligibility. This discount may not be used in conjunction with any other incentive discount. E. Billing Cycle Charge (Monthly Bill): The billing cycle charge is the sum of the Customer Charge, the Demand Charge, the Energy Charge, the ECA and the voltage discount, if applicable. 13.20.260 Schedule G3—General service—Group 3 commercial/industrial. A. Applicability: This schedule shall be applied to accounts with billing period demands of between 400 kilowatts (kW) and 500 kW for three consecutive billing cycles. This schedule is not available for service when another commercial/industrial schedule is applicable. Demand: The billing period and peak period demands will be the maximum average power taken during any 15 -minute interval in the billing period and peak period, respectively, but not less than the diversified resistance welder load. In cases where the use of energy is intermittent or subject to violent fluctuations, a 5 -minute interval may be used. Assignment to Schedule: If, in the judgment of the City, an account is expected to have billing period demand of 400 kW or more and less than 500 kW per billing cycle, the City has the option of placing the account immediately on this schedule. When an account billed on this schedule permanently changes the nature of electrical operations to such an extent that the account would in time qualify for another rate schedule, such billing change will be made as soon as practicable after verification of said changes. It shall be the responsibility of the customer to notify the City of any such changes. If billing period demand drops below 400 kW and remains there for 12 consecutive billing cycles, the City will transfer the account to the appropriate rate schedule. If billing period demand reaches or exceeds 500 kW for three consecutive billing cycles, the account will be transferred to the appropriate rate schedule. 14 B. Rates: C stomer Charge(per meter per billing o cle $434.-54137.23 Service Voltage: Seconda G3 -S) Prima G3 -P Season: Summer Winter Summer Winter Demand Charges: Per kW of peak period demand $44- Ll.70 $ 40--M 0. 98 — Per kW of billing period demand $ 4.104.18 $ 44G4.18 1 $ 3.173.23 $ 33.23 Energy Charges: Peak Period per kWh) $90.17228 -- $04622—A0.16$08 -- Partial peak period (per kWh $94352-90.13799 $0.112222559-0.12504 $93988Q:7 3348 $A� 4 88 .12118 Off peak period (per kWh $04446240.11853 $0444980.11412 1 $9411227.410.114A9 1 $9 UMM.11079 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in section 13.20.475180 Schedule ECA — Energy Cost Adjustment. D. Types of Charges: The billing cycle charge for service is the sum of the Customer Charge, the Demand Charges, the Energy Charges, the ECA and the Power Factor Adjustment: 1. Customer Charge: The Customer Charge is a flat monthly fee. 2. Demand Charges: This schedule has two Demand Charges: A peak period Demand Charge and a billing period Demand Charge. The peak period Demand Charge per kW applies to the maximum average power taken during any metering interval during the billing cycle's peak hours. The billing period Demand Charge per kW applies to the maximum average power taken during any metering interval at any time during the billing cycle. The bill will include both Demand Charges. Time periods are defined below. 3. Energy Charges: This schedule has three Energy Charges: A peak period Energy Charge, a partial peak period Energy Charge, and an off peak period Energy Charge. The peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's peak hours. Partial peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's partial peak hours. Off peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's off peak hours. The bill will include all of these Energy Charges. Time periods are defined below. 4. ECA: The ECA is a per kWh charge applied to the total kWh used during the billing cycle. 15 Monthly charges may be decreased or increased based upon power factor as defined below. As shown on the rates above, Demand and Energy Charges are based on the voltage at which service is taken. Service voltages are defined below. E. Definition of Service Voltage: The service voltage classes are: (a) Prima Service Voltage class for service at 12,000 volts (nominal). (b) Secondary: Service Voltage class for service at available voltages below 12,000 volts (nominal). F. Power Factor Adjustment: Bills will be adjusted for billing cycle average power factor as follows: 1. The total charge (except taxes and customer charge) for any billing cycle as computed on the above rates shall be decreased or increased, respectively, by 0.0006% for each 0.01 percentage point that the average power factor of the customer's load in the billing cycle is greater or less than 85.00%, such average power factor to be computed (to the nearest hundredth of a percent) from the ratio of lagging kilovolt ampere -hours to kilowatt-hours consumed in the billing cycle. 2. Customers with service entrance equipment unable to accommodate the City's reactive metering equipment shall have their billing power factor determined by testing performed by the City. G. Definition of Time Periods: Times of the year and times of the day are defined as follows: 1. SUMMER: (May 1 through October 31) Peak: 3:00 p.m. to 7:00 p.m. Monday through Friday (except holidays). Partial Peak: 8:30 a.m. to 3:00 p.m. and 7:00 p.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 2. WINTER: (November 1 through April 30) Partial Peak: 8:30 a.m. to 9:30 p.m. Monday through Friday (except holidays). 16 Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 3. HOLIDAYS; "Holidays," for the purpose of this rate schedule, are New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. 13.20.270 SCHEDULE G4—GENERAL SERVICE—GROUP 4 COMMERCIAL/INDUSTRIAL. J;9r.GFgWp 4. aemmar4aWidwstgal Fates, see . A. Applicability: This schedule shall be applied to accounts with billing period demands of between 500 kilowatts (kW) and 1,000 kW for three consecutive billing cycles. This schedule is not available for service when another commercial/industrial schedule is applicable. Demand: The billing period and peak period demands will be the maximum average power taken during any 15 -minute interval in the billing period and peak period, respectively, but not less than the diversified resistance welder load. In cases where the use of energy is intermittent or subject to violent fluctuations, a 5 -minute interval may be used. Assignment to Schedule: If, in the judgment of the City, an account is expected to have billing period demand between 500 kW and 1,000 kW per billing cycle, the City has the option of placing the account immediately on this schedule. When an account billed on this schedule permanently changes the nature of electrical operations to such an extent that the account would in time qualify for another rate schedule, such billing change will be made as soon as practicable after verification of said changes. It shall be the responsibility of the customer to notify the City of any such changes. If billing period demand drops below 500 kW and remains there for 12 consecutive billing cycles, the City will transfer the account to the appropriate rate schedule. If billing period demand reaches or exceeds 1,000 kW for three consecutive billing cycles, the account will be transferred to the appropriate rate schedule. B. Rates: ustomer Charge(per meter per billing cycle) $434:54137.23 Service Voltage: Seconda (G4 -S) Prima G4 -P Season: Summer Winter Summer Winter Demand Charges: Per kW of peak period demand $4447-j 1.70 -- $ 40-.610.98 -- 17 Per kW of billing period demand $ X4.1$ $ 44-04.18 $ X73.23 $ 34-73.23 Energy Charges: Peak Period (per kWh) $0:420.15904 -- $0:4.49"0.15288 -- Partial peak period (per kWh 0-.122250.12470 $0.14 -0.11252 $0447-940.12027 $Q -4-06P0.10870 Off peak period (per kWh) $0 20.10528 $9:099M.10168 $0:9988 0.10181 $9:8964 0.09840 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.4-75180 Schedule ECA — Energy Cost Adjustment. D. Types of Charges: The billing cycle charge for service is the sum of the Customer Charge, the Demand Charges, the Energy Charges, the ECA and the Power Factor Adjustment: Customer Cham: The Customer Charge is a flat monthly fee. 2. Demand Charges-, This schedule has two Demand Charges: A peak period Demand Charge and a billing period Demand Charge. The peak period Demand Charge per kW applies to the maximum average power taken during any metering interval during the billing cycle's peak hours. The billing period Demand Charge per kW applies to the maximum average power taken during any metering interval at any time during the billing cycle. The bill will include both of these Demand Charges. Time periods are defined below. 3. Energy Charges: This schedule has three Energy Charges: A peak period Energy Charge, a partial peak period Energy Charge, and an off peak period Energy Charge. The peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's peak hours. Partial peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's partial peak hours. Off peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's off peak hours. The bill will include all of these Energy Charges. Time periods are defined below. 4. ECA: The ECA is a per kWh charge applied to the total kWh used during the billing cycle. Monthly charges may be decreased or increased based upon power factor as defined below. As shown on the rates above, Demand and Energy Charges are based on the voltage at which service is taken. Service Voltages are defined below. E. Definition of Service Voltage: The service voltage classes are: 18 F G (a) Prima[y: Service Voltage class for service at 12,000 volts (nominal). (b) Secondary: Service Voltage class for service at available voltages below 12,000 volts (nominal). Power Factor Adjustment: Bills will be adjusted for billing cycle average power factors as follows: 1. The total charge (except taxes and customer charge) for any billing cycle as computed on the above rates shall be decreased or increased, respectively, by 0.0006% for each 0.01 percentage point that the average power factor of the customer's load in the billing cycle is greater or less than 85.00%, such average power factor to be computed (to the nearest hundredth of a percent) from the ratio of lagging kilovolt ampere -hours to kilowatt-hours consumed in the billing cycle. 2. Customers with service entrance equipment unable to accommodate the City's reactive metering equipment shall have their billing power factor determined by testing performed by the City. Definition of Time Periods: Times of the year and times of the day are defined as follows: SUMMER (May 1 through October 31) Peak: 3:00 p.m. to 7:00 p.m. Monday through Friday (except holidays). Partial Peak: 8:30 a.m. to 3:00 p.m. and 7:00 p.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 2. WINTER (November 1 through April 30) Partial Peak: 8:30 a.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 3. HOLIDAYS: "Holidays," for the purpose of this rate schedule, are New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, the Day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. 19 13.20.280 SCHEDULE G5—GENERAL SERVICE—GROUP 5 COMMERCIAL/INDUSTRIAL. A. Applicability: This schedule shall be applied to accounts with billing period demands of 1,000 kilowatts (kW) or more for three consecutive months, unless the customer elects an optional rate schedule the account would otherwise qualify. Demand: The billing period and peak period demands will be the maximum average power taken during any 15 -minute interval in the billing period and peak period, respectively, but not less than the diversified resistance welder load. In cases where the use of energy is intermittent or subject to violent fluctuations, a 5 -minute interval may be used. Assignment to Schedule: If, in the judgment of the City, an account is expected to have billing period demand of 1,000 kW or more per billing cycle, the City has the option of placing the account immediately on this schedule. When an account billed on this schedule permanently changes the nature of electrical operations to such an extent that the account would in time qualify for another rate schedule, such billing change will be made as soon as practicable after verification of said changes. It shall be the responsibility of the customer to notify the City of any such change. If billing period demand drops below 1,000 kW and remains there for 12 consecutive billing cycles, the City will transfer the account to the appropriate rate schedule. B. Rates: Customer Charge(per meter per billing cycle) $434 €4137.23 Service Voltage: Seconda (G5 -S) Prima G5 -P Season: Summer Winter Summer Winter Demand Charges: Per kW of peak period demand $44:4711.70 -- $410.9$ Per kW of billing period demand $ X494.18 $ 4.494.18 $ 33.23 $ 33.23 Ener2y Charges: Peak Period(per kWh) $0443650.14652 -- $04,37-940.14070 -- Partial peak period (per kWh) $044-9050.11225 $0:098150.10022 $0.06920.10814 $04)94840.096.71 Off peak period (per kWh $8:093 1.0.49497 $B:8S0A90.09189 $0.48993D.09173 $Q09Z Ii .08880 Economic Stimulus Rate Credit:(per kWh $0:004340.00440 $B: XM -0 0.00440 $0:904340.00440 $04999— .00440 20 C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.180 Schedule ECA — Energy Cost Adjustment. D. Types of Charges: The billing cycle for service is the sum of the Customer Charge, the Demand Charges, the Energy Charges, the ECA and the Power Factor Adjustment. 1. Customer Charge: The Customer Charge is a flat monthly fee. 2. Demand Charges. This schedule has two Demand Charges: A peak period Demand Charge and a billing period Demand Charge. The peak period Demand Charge per kW applies to the maximum average power taken during any metering interval during the billing cycle's peak hours. The billing period Demand Charge per kW applies to the maximum average power taken during any metering interval at any time during the billing cycle. The bill will include both of these Demand Charges. Time periods are defined below. 3. Energy Charges: This schedule has three Energy Charges: A peak period Energy Charge, a partial peak period Energy Charge, and an off peak period Energy Charge. The peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's peak hours. Partial peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's partial peak hours. Off peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's off peak hours. The bill will include all of these Energy Charges. Time periods are defined below. 4. ECA: The ECA is a per kWh charge applied to the total kWh used during the billing cycle. Monthly charges may be decreased or increased based upon power factor as defined below. As shown on the rates above, Demand and Energy Charges are based on the voltage at which service is taken. Service Voltages are defined below. E. Definition of Service Voltage: The service voltage classes are: (a) Primary: Service Voltage class for service at 12,000 volts (nominal). (b) Secondary: Service Voltage class for service at available voltages below 12,000 volts (nominal). F. Power Factor Adjustments: Bills will be adjusted for billing cycle average power factor as follows: 1. The total charge (except taxes and customer charge) for any billing cycle as computed on the above rates shall be decreased or increased, respectively, by 21 0.0006% for each 0.01 percentage point that the average power factor of the customer's load in the billing cycle is greater or less than 85.00%, such average power factor to be computed (to the nearest hundredth of a percent) from the ratio of lagging kilovolt ampere -hours to kilowatt-hours consumed in the billing cycle. 2. Customers with service entrance equipment unable to accommodate the City's reactive metering equipment shall have their billing power factor determined by testing performed by the City. G. Definition of Time Periods: Times of the year and times of the day are defined as follows: 1. SUMMER: (May 1 through October 31) Peak: 3:00 p.m. to 7:00 p.m. Monday through Friday (except holidays). Partial Peak: 8:30 a.m. to 3:00 p.m. and 7:00 p.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 2. WINTER: (November 1 through April 30) Partial Peak: 8:30 a.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 3. HOLIDAYS: "Holidays," for the purpose of this rate schedule, are New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. 13.20.290 SCHEDULE EP—ENERGY PURCHASE. I A. Applicability: This schedule is applicable to qualifying customer-owned/leased and operated generating alternating current facilities operating in parallel with the City's electric distribution system_ wi a oepAmd hapisQugtoMar generators Lust c_urrently be of served by the City Lodi Electric g illty LEU 22 Generating facilities must be rated less than 1 MW. be located on the customer - ;generator's premises and be intended for the purpose of offsetting a part or all of the customer- generatoes own electrical requirements. In no case shall the energy, capacity, and/or other attributes associated with the customer-owned/leased generating facility be available for resale by party other than LEU. This schedule is available only to customers who do not otherwise qualify for compensation for customer -owned Generation under art existing LEU rate schedule or contract_ A. Rates: 1. Ener2y Charges. Customer will be billed for all usage at the applicable service rate in effect when the service was rendered in accordance with the eligible customer -generator's otherwise applicable rate schedule based on metered usage prior to any_ generation. Monthly customer charges, public benefit charges, and all _ afher surcharges shall be non -bypassable. 2. Energy Purchase Credit: Credit will be provided to the customer for all metered output of the custamer- -owned and operated generating facia' based m the avoided cost to the LEU the s„pe�cific value of which will be determined and ypdated by the LEU each year m s tem loss and avoided capacity value. Energy Purchase Credit values will be published each year on LEU's website and provided to customers receiving service under this schedule includina an annual updates. The above charges and credits will be determined using two separate meters. B. Billing For each billing month, the cus#omer shall receive a bill including all applicable_ Energy Charges, including, but not limited to, customer charges, energy charges, demand charoes, and any applicable surcharges, taxes, and/or discounts. The bill will also include all applicable FnAmv Purrhasp Credits which shall be used to offset the Enerav Charges in a riven billing applied to the customer's next monthly electric bill. Any outstanding charges will be due and uayabie at the end of each billing month. C. Special Conditions: 1. Other conditions shall apply to this schedule as specified in the City of Lodi Electric Utility Department's Rules and Reaulations, as updated from time to time and ELigineering Standards and 5 ecificabons(including metedn requirements). 23 2. Customers will be respdnsibte for any and all metering and interconnection charges as required to provide service under this schedule. Said charges will be determined by LEU and be based on the costs associated with providing service under this schedule. 3. Any capacity or environmental attributes associated with the energy resource adequacy capacity, if any. Environmental attributes include, but are not Limited to: renewables portfolio standard eligible resources renewable energy credits, greenhouse pas credits, and/or emission reduction credits, if any. 4. LEU reserves the right to re uire a contract should it determine the customer - owned generator does not qualify under this schedule.. 13.20.300 SCHEDULE SS—STANDBY SERVICE. A. Applicability: This schedule is applicable to commercial/industrial customers who would otherwise qualify for Schedule G2, G3, G4, G5, or 11 and who have privately -owned generating facilities with a combined nameplate rating greater than one megawatt (1 MW) on their premises and where the city must stand ready to supply electric service to replace such a facility. This schedule will apply in addition to any other schedule applicable to the customer of record; any multiple generation facilities for one customer of record will be under one contract. B. Service by Contract: Service under this schedule shall be provided on a contract basis to commercial/industrial customers who have privately- owned generating facilities on their premises. Contracts shall be subject to terms approved by the city council and shall obligate the customer to pay the city for its costs associated with providing standby service for the actual life of the privately -owned generating facilities and for three months following written notice to the City of Lodi Electric Utility of the removal of the privately -owned generating facilities from j operation. 13.20.310 SCHEDULE 11—GENERAL SERVICE—GROUP 5 COMM ERCIAL/INDUSTRIAL- OPTIONAL. awd-ofied- on Ahis sogfien, ma*ed &M -6t I and- made a paFt hereof as if eat Cwt -in full A. APPLICABILITY: This schedule is an optional rate for accounts who would otherwise qualify for primary service under the G5 rate schedule with billing period demands of 1,000 kilowatts (kW) or more for three consecutive months. Demand: The billing period and peak period demands will be the maximum average power taken during any 15 -minute period interval in the billing period and peak period, respectively, but not less than the diversified resistance welder load. In cases where the use of energy is intermittent or subject to violent fluctuations, a 5 -minute interval may be used. 24 Assignment to Schedule: Assignment to this schedule is at the option of the customer and does not supersede any standby service contracts. This rate schedule is prospective and not subject to rebate or retroactivity. When a customer chooses to be assigned to this schedule, the customer elects the City of Lodi (City) to be the sole electric power requirements provider of choice. The customer must give the City three year written notice before the customer can elect to use another electric power requirements provider. When a customer has a measurable incremental permanent load increase of 200 kW or greater, over the highest billing period demand in the previous twelve (12) months the customer will be eligible for a ten (10) percent discount on the incremental Demand and Energy charges. Such billing change will be made as soon as practicable after verification of said changes and is not subject to rebate or retroactivity. It shall be the responsibility of the customer to notify the City of any such change. When an account billed on this schedule qualifies for another City bundled rate schedule, the customer may elect to be billed on that other rate schedule. When a customer chooses to be assigned to another bundled rate a three-year written notice is still required before the customer can elect to use another electric power requirements provider. If the billing period demand drops below 1,000 kW and remains there for 12 consecutive billing cycles, the City will transfer the account to the appropriate rate schedule and the customer will be subject to the requirements of the appropriate schedule, rather than schedule 11. B. Rates.. Customer Charge(per meter per billing cycle) x,13.7.23 Peak period (2er kWh $9780.13646 -- Partial peak period(per kWh $9:491-560.10359 Service Voltage: Off peak period(per kWh Prima 11-P Season: Summer Winter $9:943390.01386 $0:043990.01386 Demand Charges: Per kW of peak period demand $49:7610.98 Per kW of billing period demand $ 34-73.23 $ 3-473.23 Energy Charges: < 4000 kW Summer Winter Peak period(per kWh $04442-90.14310 -- Partial peak period(per kWh $A. 8070.11023 $9:099720.10171 Off.peak period(per kWh $9.492450.09430 $"94770.09361 >_4000 kW Summer Winter Peak period (2er kWh $9780.13646 -- Partial peak period(per kWh $9:491-560.10359 $0:-993240.09507 Off peak period(per kWh $0.MM,08766 $9-985260.08697 Economic Stimulus Rate Credit:(per kWh. $9:943390.01386 $0:043990.01386 C. Energy Cost Adjustment (ECA): 25 An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.180 Schedule ECA — Energy Cost Adjustment. D. Types of Charges: The billing cycle charge for service is the sum of the Customer Charge, the Demand Charges, the Energy Charges, the ECA and the Power Factor Adjustment: Customer_ Charge: The Customer Charge is a flat monthly fee. 2. Demand Charges: This schedule has two Demand Charges: A peak period Demand Charge and a billing period Demand Charge. The peak period Demand Charge per kW applies to the maximum average power taken during any metering interval during the billing cycle's peak hours. The billing period Demand Charge per kW applies to the maximum average power taken during any metering interval at any time during the billing cycle. The bill will include both of these Demand Charges. Time periods are defined below. 3. Energy Charges: This schedule has three Energy Charges: A peak period Energy Charge, a partial peak period Energy Charge, and an off peak period Energy Charge. The peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's peak hours. Partial peak period Energy Charge per kWh applies to the total kWh used during the billing cycle's partial peak hours. Off peak period Energy Charge per kWh applies to the total kWh used during the billing cycles off peak hours. The bill will include all of these Energy Charges. Time periods are defined below. 4. ECA: The ECA is a per kWh charge applied to the total kWh used during the billing cycle. Monthly charges may be decreased or increased based upon power factor as defined below. As shown on the rates above, Demand and Energy Charges are based on the voltage at which service is taken. Service Voltage is defined below. E. Definition of Service Voltage: The service voltage class: a. Primary: Service Voltage class for service at 12,000 volts (nominal). F. Power Factor Adjustments: Bills will be adjusted for billing cycle average power factor as follows: The total charge (except taxes and customer charge) for any billing cycle as computed on the above rates shall be decreased or increased, respectively, by 0.0006% for each 0.01 percentage point that the average power factor of the customer's load in the billing cycle is greater or less than 85.00%, such average power factor to be computed (to the nearest hundredth of a percent) from the ratio of lagging kilovolt ampere -hours to kilowatt-hours consumed in the billing cycle. 26 2. Customers with service entrance equipment unable to accommodate the City's reactive metering equipment shall have their billing power factor determined by testing performed by the City. G. Definition of Time Periods: Times of the year and times of the day are defined as follows: SUMMER: (May 1 through October 31) Peak: 3:00 p.m. to 7:00 p.m. Monday through Friday (except holidays). Partial Peak: 8:30 a.m. to 3:00 p.m. and 7:00 p.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 2. WINTER: (November 1 through April 30) Partial Peak: 8:30 a.m. to 9:30 p.m. Monday through Friday (except holidays). Off Peak: 9:30 p.m. to 8:30 a.m. Monday through Friday and all day Saturday, Sunday and holidays. 3. HOLIDAYS: "Holidays," for the purpose of this rate schedule, are New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. 13.20.315 SCHEDULE EDR—ECONOMIC DEVELOPMENT RATES. Applicability: A. New Business Rate Discount. NBR discount, applicable to any new commercial or industrial customer that locates their operations/business that receives electric utility service from the City of Lodi, with the following stipulations: a customer assigned to the G1 electric utility rate shall receive a discount for twelve consecutive months of twenty-five dollars per month; and, customers assigned to the G2, G3, G4, G5, or 11 electric utility rate shall receive a discount for twelve consecutive months of five percent; and this rate discount may not be combined with any other electric discount or rate and shall only apply to the base rate. Surcharges including, but not limited to, the California Energy Commission fee, solar surcharge, public benefits charge, state energy tax, and other assessments or charges after the date of this rate schedule shall not be subject to this discount. B. New Jobs Rate Discount. NJR discount, applicable to any commercial or industrial customer that adds a minimum of one full-time position, and retains that position for at least twelve consecutive months, with the following stipulation: A two percent discount for one 27 to three new positions; four percent for four to six new positions; six percent for seven to nine positions; and eight percent for ten or more new positions. The maximum discount available is eight percent; all discounts are available for twelve consecutive months; and this rate discount may not be combined with any other electric discount or rate and shall only apply to the base rate. Surcharges including, but not limited to, the California Energy Commission fee, solar surcharge, public benefits charge, state energy tax, and other assessments or charges after the date of this rate schedule shall not be subject to this discount. C. The rate schedules referenced above shall be effective on applicable electric utility billings prepared by the City of Lodi on or after September 1, 2015 and said utility rate discounts shall expire on June 30, 2018. 13.20.320 - Srhedule NST New sales taX Fate Reserved. 7 1 i , 1. Gity e! 69d: n n � Lodi. 1 WbjOd b, At the s4l�eGt pFopeFty, makes Fetal! sales that gewate nGw sales ta*-Gf 7 Ale.•. Sales Tax nNwAit walar.,u as used OR pmgmph (113)(1)(b) sbGve mfers to then 11 NST). 1 and . qualify fer th'S rate a6GQGia48d_ 4&A -h. Ohn- lead of the qualified GUStOFROF at tile eubjeGt PF8PG#V f9F hil's FpeAeds 7 1 ■ - - .. �:S � L!'rT.ZeIaZir7 L� :C1 I �".T[�.'4;1:1 LiTl�T.T►f :TS! k k 13.20.325 Schedule EV—Electric Vehicle Charging Service. A. Applicability: This schedule is applicable to single-phase electric vehicle charging service in single- family and multi -family dwellings separately metered by the City. B. Rates: AAiNFRURACuStomerCharge....,.......................................................... $53.00 I Energy Charge: EV Charging period (per kWh) 0.9v 14 91 EA Tier 1 Energy Charge Non -EV Charging period (per kWh) 0.34659Schedule EA Tier 3 Energy Charge 112 WN r rMnTm ■ - - .. �:S � L!'rT.ZeIaZir7 L� :C1 I �".T[�.'4;1:1 LiTl�T.T►f :TS! k k 13.20.325 Schedule EV—Electric Vehicle Charging Service. A. Applicability: This schedule is applicable to single-phase electric vehicle charging service in single- family and multi -family dwellings separately metered by the City. B. Rates: AAiNFRURACuStomerCharge....,.......................................................... $53.00 I Energy Charge: EV Charging period (per kWh) 0.9v 14 91 EA Tier 1 Energy Charge Non -EV Charging period (per kWh) 0.34659Schedule EA Tier 3 Energy Charge C. Energy Cost Adjustment (ECA): An energy cost adjustment shall be included in each bill for service as provided in Section 13.20.5180 Schedule ECA – Energy Cost Adjustment. D. Billing Cycle Charge (Monthly Bill): The billing cycle chargee is t149 highOF ^ the sum of the MiRimumCustomer Charge, the Energy Charge .,ria +h -J --GA or -the sum of the _r=wgy GhaFge and the ECA. E. Definition of Time Periods: Times of the day are defined as follows: EV Charging period: 8:00 p.m. to 6:00 a.m. Monday through Friday (and all day weekends and holidays). 29 Non -EV Charging period: 6:00 a.m. to 8:00 p.m. Monday through Friday (excluding weekends and holidays). 13.20.330 -Reserved. and ndustfial r_.I_MsWFAeFs so. big )le bafteFyindustr4al equipmeRt ("19 Meter!!). mte of $0-4427AMh plus the.&GA set fegh In Section 13.20.176 of this Gode At all . , nalar a-, FAB Of GhaFW R1:T-fe7�SrLLL _RWiR@ Gyale GhaF99 (Monthly Bill). The billing GOe G148FOO 19; the 1419 ... V.- a-be.A3md holidays), SECTION 3. No Mandatory Duty of Care. This ordinance is not intended to and shall not be construed or given effect in a manner which imposes upon the City, or any officer or employee thereof, a mandatory duty of care towards persons or property within the City or outside of the City so as to provide a basis of civil liability for damages, except as otherwise imposed by law. 30 SECTION 4. Severability. If any provision of this ordinance or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of the ordinance which can be given effect without the invalid provision or application. To this end, the provisions of this ordinance are severable. The City Council hereby declares that it would have adopted this ordinance irrespective of the invalidity of any particular portion thereof. SECTION 5. All ordinances and parts of ordinances in conflict herewith are repealed insofar as such conflict may exist. SECTION 6. Effective Date and Publication This Ordinance shall take effect on February 5, 2017. In lieu of publication of the full text of the ordinance within fifteen (15) days after its passage, a summary of the ordinance may be published at least five (5) days prior to and fifteen (15) days after adoption by the City Council, and a certified copy shall be posted in the office of the City Clerk pursuant to Government Code section 36933(c)(1). ATTEST: JENNIFER M. FERRAIOLO City Clerk State of California County of San Joaquin, ss. Approved this day of , 2016 MARK CHANDLER Mayor I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi, do hereby certify that Ordinance No. was introduced at a regular meeting of the City Council of the City of Lodi held 2016, and was thereafter passed, adopted, and ordered to print at a regular meeting of said Council held , 2016, by the following vote: AYES: COUNCIL MEMBERS - NOES: COUNCIL MEMBERS - ABSENT: COUNCIL MEMBERS - ABSTAIN: COUNCIL MEMBERS - I further certify that Ordinance No. was approved and signed by the Mayor on the date of its passage and the same has been published pursuant to law. Approved as to Form: JENNIFER M. FERRAIOLO City Clerk JANICE D. MAGDICH City Attorney 31 Please immediately confirm receipt of thisfax b,y calling 333-6702 CITY OF LODI P.O. BOX 3006 LODI, CALIFORNIA 95241-1910 ADVEINSTRUCTIONS SUBJECT: PUBLIC HEARING TO CONSIDER INTRODUCING AN ORDINANCE AMENDING LODI MUNICIPAL CODE CHAPTER 13.20 — ELECTRICAL SERVICE — BY REPEALING AND RE-ENACTING ARTICLE III, "RATES," IN ITS ENTIRETY PUBLISH DATE: SATURDAY, NOVEMBER 5, 2016 TEAR SHEETS WANTED: One (1) please SEND AFFIDAVIT AND BILL TO: JENNIFER M. FERRAIOLO, CITY CLERK LNS ACCT. #0510052 City of Lodi P.O. Box 3006 Lodi, CA 95241-1910 DATED: THURSDAY, NOVEMBER 3, 2016 ORDERED BY: JENNIFER M. FERRAIOLO CITY CLERK PAMELA M. FARRIS DEPUTY CITY CLERK ELIZABETH BURGOS ADMINISTRATIVE CLERK Verify Appearance of this Legal in the Newspaper - Copy to File Emailed to the Sentinel at dianer@lodinews.com at We on �^ ;MOW (pages) LNS Phoned Wconfirm.,Mcefpk q all pag :at: {iirtEe ES M (iril Pal& _ forms\advins.doc DECLARATION OF POSTING PUBLIC HEARING TO CONSIDER INTRODUCING ORDINANCE AMENDING LODI MUNICIPAL CODE CHAPTER 13.20 — ELECTRICAL SERVICE — BY REPEALING AND RE-ENACTING ARTICLE III, "RATES," IN ITS ENTIRETY On Thursday, November 2, 2016, in the City of Logi, San Joaquin County, California,. a Notice of Public Hearing to consider introdulcing ordinance amending Lodi Municipal Code Chapter 13.20 — Electrical Service. — by repealing and re-enacting Article 11.1, "Rates," in its entirety (attached and marled as Exhibit A) was posted at the following locations: Lodi City Clerk's Office Lodi City Hall Lobby Lodi Carnegie Forum WorkNet Office I declare under penalty of perjury that the foregoing is true and correct. Executed on November 2, 2016, at Lodi, California. oy, PAMELA M. FARRIS DEPUTYCITY CLERK ORDERED BY: JENNIFER M. FERRAIOLO CITY CLERK ELIZABETH BURGOS ADMINISTRATIVE CLERK NAAdministration\CLERK\Public Hearings\AFFADAVITS\DECPOSTEUD.DOC • CITY OF LODI Carnegie Forum 305 West Pine Street, Lodi NOTICE OF PUBLIC HEARING Date: December 21, 2016 Time: 7:00 p.m. For information regarding this notice please contact: Jennifer M. Ferraiolo City Clerk Telephone: (209) 333-6702 NOTICE OF PUBLIC HEARING E f NOTICE IS HEREBY GIVEN that on Wednesday, December 21, 2016, at the hour of 7:00 p.m., or as soon thereafter as the matter may be heard, the City Council will conduct a public hearing at the Carnegie Forum, 305 West Pine Street, Lodi, to consider the following matter: a) Introduce ordinance amending Lodi Municipal Code Chapter 13.20 — Electrical Service — by repealing and re-enacting Article III, "Rates," in its entirety (as identified on the attached Exhibit A). Information regarding this item may be obtained in the Electric Utility Department, 1331 South Ham Lane, Lodi, (209) 333-6762. All interested persons are invited to present their views and comments on this matter. Written statements may be filed with the City Clerk, City Hall, 221 West Pine Street, 2nd Floor, Lodi, 95240, at any time prior to the hearing scheduled herein, and oral statements may be made at said hearing. If you challenge the subject matter in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice or in written correspondence delivered to the City Clerk, 221 West Pine Street, at or prior to the close of the public hearing. By Order of the Lodi City Council: nrlifer . Ferraiolo it Clerk Dated: November 2, 2016 App as to form: ,tan�Yl7: Magdich City Attocmey AVISO: Para obtener ayuda interpretativa con esta noticia, por favor Ilame a la oficina de la Secretaria Municipal, a las (209) 333-6702. CLERK\PUBHEAR\NOTICES\Noteud.doc 11/1/16 Exhibit A Lodi Electric Utility Proposed 2017 Rate Changes E .. Customer Charge Energy Charge - Summer ($/kWh) Tier 1 Tier 2 Tier 3 Energy Charge - Winter ($/kWh) Tier 1 Tier 2 Tier 3 MQBM HOMEPSchedule EM Customer Charge (Master Meter Customer) Energy Charge - Summer ($/kWh) Tier 1 Tier 2 Tier 3 Energy Charge - Winter ($/kWh) Tier 1 Tier 2 Tier 3 IJ50edule EL 6,000 lumen gas discharge lamp (each) - per billing cycle 18,000 lumen gas discharge lamp (each) - per billing cycle TY FACIRITIES-.SchedUld.65 Minimum Charge Customer Charge Energy Charge ($/kWh) Customer Charge Single -Phase Service Three -Phase or Combination Service Energy Charge ($/kWh) Summer Winter }IgM JN IAL= 2 a Customer Charge Demand Charge ($/kW) Energy Charge ($/kWh) Summer Winter rruarer�atrei► 14QIUSiR • 5ohedul�_C3 emidory],{gi�p kW •, W kWjfMWIIl. Customer Charge Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) Peak Demand Charge - Summer ($/kW) Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Page 1 of 3 Energy Tiers) Rate(s) Current. rP N/A $ 10.00 $ 10.20 0-481 kWh/month $ 0.1400 $ 0.1428 482 - 962 kWh / month $ 0.1550 $ 0.1581 > 962 kWh / month $ 0.3300 $ 0.3366 0 - 391 kWh / month $ 0.1400 $ 0.1428 392 - 782 kWh / month $ 0.1550 $ 0.1581 > 782 kWh / month $ 0.3300 $ 0.3366 N/A $ 1.00 $ 1.02 0 - 481 kWh / month $ 0.1400 $ 0.1428 482 - 962 kWh / month $ 0.1550 $ 0.1581 > 962 kWh / month $ 0.3300 $ 0.3366 0 - 391 kWh / month $ 0.1400 $ 0.1428 392 - 782 kWh / month $ 0.1550 $ 0.1581 > 782 kWh / month $ 0.3300 $ 0.3366 N/A $ 12.76 $ 13.02 N/A $ 23.69 $ 24.16 N/A $ 5.25 $ - N/A $ - $ 10.20 All kWh $ 0.10948 $ 0.10890 N/A $ 7.35 $ 7.50 N/A $ 10.87 $ 11.09 See Notes $ 0.18883 $ 0.19261 See Notes $ 0.13965 $ 0.14244 N/A $ 5%20 $ 60.38 N/A $ 4.10 $ 4.18 See Notes $ 0.15519 $ 0.15829 See Notes $ 0.12423 $ 0.12671 N/A $ 134.54 $ 137.23 N/A $ 4.10 $ 4.18 N/A $ 4.10 $ 4.18 N/A $ 11.47 $ 11.70 See Notes $ 0.16890 $ 0.17228 See Notes $ 0.13528 $ 0.13799 See Notes $ 0.11621 $ 0.11853 See Notes $ 0.12259 $ 0.12504 See Notes $ 0.11188 $ 0.11412 Exhibit A COM MER IAL/INDUMI AL • Schedule G3•P I Prima 400 kW • 500 kW month N/A $ 134.54 $ 137.23 Customer Charge N/A $ 3.17 $ 3.23 Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) See Notes $ 0.16280 $ 0.16606 Peak See Notes $ 0.13086 $ 0.13348 Part -Peak See Notes $ 0.11274 $ 0.11499 Off -Peak Energy Charges - Winter ($/kWh) See Notes $ 0.11880 $ 0.12118 Part -Peak See Notes $ 0.10862 $ 0.11079 Off -Peak COM MERCIA INDUSTRIAL • 5,ched v le 4 S Setvn ar SOD W 1000 kW month N/A $ 134.54 $ 137.23 Customer Charge N/A $ 4.10 $ 4.18 Demand Charge - Summer ($/k W) Demand Charge - Winter ($/kW) N/A $ 4.10 $ 4.18 Peak Demand Charge - Summer ($/kW) N/A $ 11.47 $ 11.70 Energy Charges - Summer ($/kWh) See Notes $ 0.15592 $ 0.15904 Peak See Notes $ 0.12225 $ 0.12470 Part -Peak See Notes $ 0.10322 $ 0.10528 Off -Peak Energy Charges - Winter ($/kWh) See Notes $ 0.11031 $ 0.11252 Part -Peak See Notes $ 0.09969 $ 0.10168 Off -Peak COMMERCIAL/INDUSTRIAL - Schedule G4 -P (Primary) (s00 kW -1,000 kW/month) N/A $ 134.54 $ 137.23 Customer Charge N/A $ 3.17 $ 3.23 Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) See Notes $ 0.14988 $ 0.15288 Peak See Notes $ 0.11791 $ 0.12027 Part -Peak See Notes $ 0.09981 $ 0.10181 Off -Peak Energy Charges - Winter ($/kWh) See Notes $ 0.10657 $ 0.10870 Part -Peak See Notes $ 0.09647 $ 0.09840 Off -Peak COMMERCIAL/INDUSTRIAL - Schedule GS -S (Secondary) (> 1,000 kW/month) N/A $ 134.54 $ 137.23 Customer Charge N/A $ 4.10 $ 4.18 Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) N/A $ 4.10 $ 4.18 Peak Demand Charge - Summer ($/kW) N/A $ 11.47 $ 11.70 Energy Charges - Summer ($/kWh) See Notes $ 0.14365 $ 0.14652 Peak See Notes $ 0.11005 $ 0.11225 Part -Peak See Notes $ 0.09311 $ 0.09497 Off -Peak Energy Charges - Winter ($/kWh) See Notes $ 0.09825 $ 0.10022 Part -Peak See Notes $ 0.09009 $ 0.09189 Off -Peak Economic Stimulus Rate Credit ($/kWh) All kWh $ 0.00431 $ 0.00440 COMMERCIAL/INDUSTRIAL - Schedule GS -P (Primary) (>1,000 kW/month) N/A $ 134.54 $ 137.23 Customer Charge N/A $ 3.17 $ 3.23 Demand Charge - Summer ($/kW) Demand Charge - Winter ($/kW) N/A $ 3.17 $ 3.23 Peak Demand Charge - Summer ($/kW) N/A $ 10.76 $ 10.98 Energy Charges - Summer ($/kWh) See Notes $ 0.13794 $ 0.14070 Peak See Notes $ 0.10602 $ 0.10814 Part -Peak See Notes $ 0.08993 $ 0.09173 Off -Peak Energy Charges - Winter ($/kWh) See Notes $ 0.09481 $ 0.09671 Part -Peak See Notes $ 0.08706 $ 0.08880 Off -Peak Economic Stimulus Rate Credit ($/kWh) All kWh $ 0.00431 $ 0.00440 Page 2of3 Exhibit A EP ENERGY PURCHASE - Schedule EP Compensation for customer owned generation COMMERCIAL/INDUSTRIAL - OPTIONAL - Schedule 11(>1,000 kW/month) - Special Conditions Apply Customer Charge Demand Charge - Summer ($/k W) Demand Charge - Winter ($/kW) Peak Demand Charge - Summer ($/kW) c_nstor with demand c 4,000 kW: Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Cy sto mers with d em aqd x 4 000 W Energy Charges - Summer ($/kWh) Peak Part -Peak Off -Peak Energy Charges - Winter ($/kWh) Part -Peak Off -Peak Economic Stimulus Rate Credit ($/kWh) ELECTRIC VEHICLE CHARGING SERVICE -Schedule EV Minimum Charge Customer Charge Energy Charge ($/kWh) EV Charging Period Non -EV Charging Period N/A Contract Basis Avoided Cost N/A $ 134.54 $ 137.23 N/A $ 3.17 $ 3.23 N/A $ 3.17 $ 3.23 N/A $ 10.76 $ 10.98 See Notes $ 0.14029 $ 0.14310 See Notes $ 0.10807 $ 0.11023 See Notes $ 0.09245 $ 0.09430 See Notes $ 0.09972 $ 0.10171 See Notes $ 0.09177 $ 0.09361 See Notes $ 0.13378 $ 0.13646 See Notes $ 0.10156 $ 0.10359 See Notes $ 0.08594 $ 0.08766 See Notes $ 0.09321 $ 0.09507 See Notes $ 0.08526 $ 0.08697 All kWh $ 0.01359 $ 0.01386 N/A $ 5.25 $ - N/A $ - $ 3.00 Schedule EA Tier 1 See Notes $ 0.14910 Energy Charge Schedule EA Tier 3 See Notes $ 0.34650 Energy Charge NOTES: Summer (May 1 through Oct 31) Peak: 3 pm to 7 pm - Mon through Fri (except holidays) Part -Peak: 8:30 am to 3 pm and 7 pm to 9:30 pm - Mon through Fri (except holidays) Off -Peak: 9:30 pm to 8:30 am - Mon through Fri and all day Sat, Sun, holidays Winter (Nov 1 through Apr 30) Part -Peak: 8:30 am to 9:30 pm - Mon through Fri (except holidays) Off -Peak: 9:30 pm to 8:30 am - Mon through Fri and all day Sat, Sun, holidays EV Charging Period: 8 pm to 6 am - Mon through Fri (and all day weekends and holidays) Non -EV Charging Period: 6 am to 8 pm - Mon through Fri (excluding weekends and holidays) Holidays include: New Year's Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Veterans' Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day. The dates will be based on those days on which the holidays are legally observed. Page 3 of 3