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HomeMy WebLinkAbout20050811Application.pdf_. " ' L 0 CL\\c.. LE.D r~1 '1f1n\: ~,ll~ \ \ ~t1 \0: uhhi r\ -", David J. Meyer Vice President and Chief Counsel of Regulatory and Governmental Mfairs A vista Corporation 1411 E. Mission Avenue P. O. Box 3727 Spokane, Washington 99220 Phone: (509) 489-0500, Fax: (509) 495-8851 \lJ \3 P t~~,, \ ~ . -,' !-." lC(' cno 1;~1ISJ10j',)\\L\\\LJ '.)i BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MA TIER OF THE SUBMISSION OF THE POWER COST ADJUSTMENT (PC A) STATUS REPORT OF A VISTA CORPORATION AND REQUEST FOR RECOVERY OF POWER COSTS DEFERRED THROUGH JUNE 30. 2005 CASE NO. A VU-05- I. INTRODUCTION A vista Corporation, doing business as A vista Utilities (hereinafter A vista or Company), at 1411 East Mission Avenue, Spokane, Washington, respectfully files the status report as required by the Commission 1 , and requests the Commission issue an order approving recovery of power costs deferred through June 30, 2005, and the continuation of the existing PCA surcharge. The existing PCA surcharge of 2.448% was approved effective April 15, 2005 by Order No. 29752 dated April , 2005 in Case No. A VU-05-1. In that case the PCA surcharge was reduced to offset the increase in base tariff rates to recover costs associated with the purchase of the second half of the Coyote Springs 2 generating plant. As stated by the Commission at page 6 of its Order No. 29605 dated October 8, 2004 in Case No. A VU-04- The actual remaining PCA deferral balance as of June 30, 2005, will be subject to review by this Commission prior to establishing a surcharge for any additional period of time. A VISTA'S APPLICATION FOR RECOVERY OF DEFERRED POWER COSTS PAGE A 19.4% surcharge was originally authorized by this Commission by Order No. 28876 dated October 11 , 2001 in Case No. A VU-Ol-ll. The surcharge was extended by Order No. 29130 dated October 11, 2002 in Case No. A VU-02-, and by Order No. 29377 dated November 18 2003 in Case No. A VU-03-6. The surcharge was reduced to 4.385% effective September 9, 2004 in conjunction with a general rate increase authorized by Amended Interlocutory Order No. 29588 in Case No. A VU-04-1 dated September 9,2004. The surcharge was then reduced to the existing level of 2.448% effective April 15, 2005 in Case No. A VU-05- Pursuant to Order No. 29605 in Case No. A VU-04-, this filing, along with the attached testimony and associated workpapers (incorporated herein by reference), serves as the PCA status report for twelve months ended June 30, 2005. In this filing the Company has identified the power cost deferrals during the review period, and has explained the primary factors causing the PCA deferrals. The Company requests that this status report be processed under the Commission s Modified Procedure rules. Communications in reference to this Application should be addressed to: Kelly O. Norwood Vice President State and Federal Regulation A vista Corporation 1411 E. Mission Avenue Spokane, Washington 99220 Phone: (509) 495-4267 Fax: (509) 495-8851 David J. Meyer Vice President and Chief Counsel of Regulatory and Governmental Affairs A vista Corporation 1411 E. Mission Avenue Spokane, Washington 99220 Phone: (509) 489-0500 Fax: (509) 495-8851 II. DEFERRAL ACTIVITY AND REPORTING The deferral balance of $26.1 million at June 30, 2004 is shown below, together with the changes in the balance through June 30, 2005. Mr. McKenzie s testimony explains the changes in A VISTA'S APPLICATION FOR RECOVERY OF DEFERRED POWER COSTS PAGE 2 the deferral balance and Mr. Storro s testimony provides additional explanation of the factors causing the deferral entries for the period July 2004 through June 2005. Unrecovered balance at June 30, 2004 Net Deferral Activity (July 2004 - June 2005) Amortizations Related to Surcharge Revenues (July 2004 - June 2005) Intervenor Funding Amount Write-offs (Deal A and Deal B) Interest (Net) Unrecovered balance at June 30, 2005 $26,105,927 337,109 877 581 623 378,011 264.743 ;5.935.324 Monthly reports have been filed with the Commission regarding actual PCA deferral entries to date. To facilitate Staffs review, additional copies of those reports for the months of July 2004 through June 2005 have been included with this filing and have also been provided to Potlatch Corporation who intervened in A VU-Ol-ll and A VU-02-6. As already noted, the Company requests that this filing be processed under the Commission s Modified Procedure rules. Ill. NO TARIFF CHANGES The Company is not proposing to change the existing PCA surcharge rates as set forth under Eighth Revision Sheet 66 as a result of this filing. The existing PCA surcharge rates produce annual revenues of approximately $4 268,000, which is less than the unrecovered deferral balance of $5,935 324 at June 30, 2005. The Company proposes that the existing surcharge rates remain in place and that the surcharge rates be reviewed again when the PCA status filing is made next year covering the July 2005 through June 2006 twelve-month period. In the past the PCA status filing was due 60 days prior to the expiration of the surcharge. Since the surcharge rate was lowered on September 9, 2004 and again on April 15, 2005, there no longer appears to be an established expiration date. Avista suggests, on a going-forward basis, that the PCA status filing be required to be filed on or before August 15th of each year, which is about 45 A VISTA'S APPLICATION FOR RECOVERY OF DEFERRED POWER COSTS PAGE 3 days after the end of the twelve months ended June 30th reporting period. Proposed modifications to the PCA surcharge or rebate rates could still be addressed in the status report proceeding, or in some other proceeding. IV. REQUEST FOR RELIEF The Company respectfully requests the Commission for an order approving recovery of power costs deferred through June 30, 2005 and the continuation of the existing PCA surcharge rates. The Company requests that this status report filing and request for recovery of deferred power costs be processed under the Commission s Modified Procedure rules. Dated at Spokane, Washington this 10th day of August 2005. VISTA CORPORATION BY ) ! Dav a .L1\1eyer Vice President and Chief Counsel of Regulatory and Governmental Mfairs A VISTA'S APPLICATION FOR RECOVERY OF DEFERRED POWER COSTS PAGE 4 VERIFICATION STATE OF WASHINGTON) County of Spokane David J. Meyer, being rust duly sworn on oath, deposes and says: That he is the Vice President and Chief Counsel of Regulatory and Governmental Affairs of A vista Corporation and makes this verification for and on behalf of said corporation, being thereto duly authorized; That he has read the foregoing filing, knows the contents thereof, and believes the same to be true. \7 SIGNED AND SWORN to before me this 10th day of August 2005, by David J. Meyer. ~.~r NOT AR BLIC in and for the State of Washington, residing at Spokane. ~\\\\"'II"'II'A ~"\~ . ~~~N~ ~"5\OnE;.a' ~~ ~ ~~ ~. ~ ..... . C ill . ..... :(5 ~OlARy . : = --0-- :.r;. PUBl\ : '::::.~ ;:: ~~;"~822 ~~G~ ~ ~.... ~c;.~'i 'l//. W"'-.;I~\\"1111'lIn\\\\~ Commission Expires:?~h, A VISTA'S APPLICATION FOR RECOVERY OF DEFERRED POWER COSTS PAGE 5 CERTIFICATE OF SERVICE I HEREBY CERTIFY that I have served Avista Corporation s filing related to Avista Corporation s submission of the Power Cost Adjustment (PCA) Status Report and Request for Recovery of Power Costs Deferred through June 30 2005, by mailing a copy via overnight mail thereof, postage prepaid to the following: Ms Jean D Jewell, Secretary Idaho Public Utilities Commission PO Box 83702 West 472 Washington Boise, ID 83720-5983 Ralph Davisson Potlatch Corporation 601 W. Riverside Ave. Suite 1100 Spokane, W A 99201 (Workpapers Not Included) Conley E. Ward Givens Pursley LLP 601 W. Bannock St. Boise, ID 83701-2720 Dated at Spokane , Washington this 10th day of August 2005. Patty 01 Rates Coordinator David J.Meyer Vice President and Chief Counsel of Regulatory and Governmental Affairs A vista Corporation 1411 E. Mission Avenue P. O. Box 3727 Spokane, Washington 99220 Phone: (509) 489-0500, Fax: (509) 495-8851 - f f"I l.~tJl_l" =-.."--" \ft~ At tG \\ Att to: \ 5 u;;"u t'.'"-'" In ;\0 F'u~~\f !' ' "~'" f' ,..rl~" """' l"-.Sj Uf~,\\\1 11 t'" \.;lll \0 J, \1..-\ \ I BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MATTER OF THE SUBMISSION OF THE POWER COST ADmSTMENT (PCA) STATUS REPORT OF A VISTA CORPORATION AND REQUEST FOR RECOVERY OF POWER COSTS DEFERRED THROUGH JUNE 30. 2005 CASE NO. A VU-05- DIRECT TESTllv10NY RONALD L. MCKENZIE FOR AVIS T A CORPORATION Please state your name, the name of your employer and your business address. My name is Ronald L. McKenzie. I am employed by A vista Corporation at 1411 East Mission Avenue, Spokane, Washington. In what capacity are you employed? I am employed by A vista as Manager of Regulatory Accounting in the State and Federal Regulation Department. Please state your educational background and professional experience. I graduated from Eastern Washington University in 1973 with a Bachelor of Arts Degree in Business Administration, majoring in Accounting. I joined the Company in September 1974.I obtained a Master of Business Administration Degree from Eastern Washington University in 1~89. I have attended several utility accounting and ratemaking courses and workshops. I have held various accounting positions within the Company. I have served in the State and Federal Regulation Department for the majority of my career with the Company. What is the scope of your testimony in this proceeding? My. testimony provides a status report of the accounting entries and account balances related to the Idaho Power Cost Adjustment (PCA) for the twelve months ended June , 2005. The unrecovered deferral balance at June 30, 2005 is $5 935 324. In this filing no change is being requested to the existing PCA Schedule 66 rate. Are you sponsoring an Exhibit? Yes. I am sponsoring Exhibit No. - (RLM-l), consisting of the existing PCA tariff, Schedule 66. Would you please show the change in the unrecovered deferral balance from June 30, 2004 to June 30, 2005? McKenzie, Di A vista Page 1 Yes. The change in the unrecovered deferral balance from June 30, 2004 to June 2005 is shown below: Unrecovered balance at June 30, 2004 Net Deferral Activity (July 2004 - June 2005) Amortizations Related to Surcharge Revenues (July 2004 - June 2005) Intervenor Funding Amount Write-offs (Deal A and Deal B) Interest (Net) Unrecovered balance at June 30, 2005 Would you please explain the components listed above? Yes.The net deferral activity amount of $3 337 109 represents the Idaho $26 105 927 337 109 877 581 623 378 011 , - 264.743 $5.935.324 jurisdictional share of the excess power costs deferred under the PCA mechanism by A vista for the twelve months ended June 30, 2005. Mr. Storro discusses the components that make up this amount. The Company absorbed excess power costs amounting to $306 141 for the twelve- month period in addition to the Deal A and Deal B write-offs shown above. The amount for amortizations related to surcharge revenues of -$11 877 581 represents the amount of surcharge revenues for the twelve months ended June 30, 2005 net of revenue- related expenses (commission fees and uncollectibles). During the twelve-month period the surcharge rates have been lowered twice. The surcharge rates were lowered from 19.4% to 385% effective September 9, 2004 in conjunction with a general rate increase authorized by Amended Interlocutory Order No. 29588 in Case No. A VU-04-1 dated September 9, 2004. The surcharge rates were then lowered to the existing level of2.448% effective April 15, 2005 by Order No. 29752 dated April 12, 2005 in Case No. A VU-05-1 to offset the increase in base tariff rates to recover costs associated with the purchase of the second half of the Coyote Springs 2 generating plant. The existing surcharge rates produce annual revenues of approximately 268 000. McKenzie, Di A vista Page 2 The intervenor funding amount of $12 623 represents the amount paid by Avista for intervenor funding awarded to the Community Action Partnership Association of Idaho pursuant to Order No. 29602 in Case No. A VU-04-1 dated October 8 2004. The write-off amount of -$11 378 011 relates to Deal A and Deal B losses that were excluded from PCA recovery by Order No. 29602. The -$264 743 interest amount represents interest for the twelve-month period July 1 2004 through June 30, 2005 as well as the reversal of interest related to the Deal A and Deal B losses that were excluded from PCA recovery.Interest for the twelve-month period was calculated using the Customer Deposit Rate (July-December 2004 of %, January-June 2005 of 2%) on current year deferrals and the Customer Deposit Rate plus 2% on carryover balances from one year to the next. This interest rate methodology was approved by Order No. 29323 in Case No. A VU-03-04 dated August 21 2003. Was a notice supplied to customers regarding the Company s PCA status report and request for recovery of deferred power costs? No. The Company is not proposing to change the existing PCA surcharge rates. The Company is proposing that the existing surcharge rates remain in place and that the surcharge rates be reviewed again when the PCA status filing is made next year covering the July 2005 through June 2006 twelve-month period. Exhibit No. - (RLM-l) is a copy of the existing Schedule 66. Is the Company continuing with its customer bill paying assistance programs? Yes. The Company has several programs available to assist customers with paying their bills. Avista s comfort level billing program offers customers the option of averaging their bills and paying the same monthly amount all year long in order to smooth out the seasonal highs McKenzie, Di A vista Page 3 and lows.Under the C.S. (Customer Assistance Referral and Evaluation Service) program, specially trained customer service representatives provide referrals to area agencies and churches for customers with special needs for help with housing, utilities, medical assistance, etc. LlliEAP (Low Income Heating Energy Assistance Program) is a Federal program aimed to help low income customers pay their electric and gas bills. These funds are distributed through local agencies. Idaho customers who have children, elderly or infirmed in the household may qualify for the winter moratorium plan. From December 1 through February 28 customers are not required to pay their bills in full and can defer payment or make partial payments. The Company also works out p~yment arrangements with customers having difficulty paying their bills. In addition, the Company has convenience options that help those who need flexibility, but are generally able to pay. APS, or automatic payment service (money is deducted from checking account automatically each month), is a good example. Other popular services include debit and credit card service, check-by-phone or over the web, preferred due date (the customer picks a more convenient date to pay than the one the Company states on the bill), and e-billing. Does that conclude your prefiled direct testimony? Yes it does. McKenzie, Di A vista Page 4 David J. Meyer Vice President and Chief Counsel of Regulatory and Governmental Affairs A vista Corporation 1411 E. Mission Avenue P. O. Box 3727 Spokane, Washington 99220 Phone: (509) 489-0500, Fax: (509) 495-8851 BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION CASE NO. A VU--D~ EXHIBIT NO. _(RLM- RONALD L. MCKENZIE FOR A VISTA CORPORATION IN THE MATTER OF THE SUBMISSION OF THE POWER COST ADJUSTMENT (PCA) STATUS REPORT OF AVISTA CORPORATION AND REQUEST FOR RECOVERY OF POWER COSTS DEFERRED THROUGH JUNE 30. 2005 I.P.C. No. Eighth Revision Sheet 66 Canceling Seventh Revision Sheet 66 VISTA CORPORATION d/b/a A vista Utilities IDAHO PUBLIC UTILITIES COMMISSIONApproved Effective April 12,2005 66 April 15, 2005 Per O.N. 29752 Jean D. Jewell Secretary SCHEDULE 66 TEMPORARY POWER COST ADJUSTMENT - IDAHO APPLICABLE: To Customers in the State of Idaho where the Company has electric service available. This Power Cost Adjustment shall be applicable to all retail customers for charges for electric energy sold and to the flat rate charges for Company-owned or Customer-owned Street Lighting and Area Lighting Service. This Rate Adjustment is designed to recover or rebate a portion of the difference between actual and allowed net power supply costs. MONTHLY RATE: The energy charges of the individual rate schedules are to be increased by the following amounts: Schedule 1 Schedules 11 & 12 Schedules 21 & 22 Schedules 25 Schedule 25P Schedules 31 & 32 163ct per kwh 190ct per kwh 145ct per kwh O. 1 03ct per kwh O93ct per kwh 151 ct per kwh Flat rate charges for Company-owned or Customer-owned Street Lighting and Area Lighting Service are to be increased by the following percentage: Schedules 41-2.448% SPECIAL TERMS AND CONDITIONS: The rates set forth under this Schedule are subject to periodic review and adjustment by the IPUC based on the actual balance of deferred power costs. Service under this schedule is subject to the Rules and Regulations contained in this tariff. The above Rate is subject to increases as set forth in Tax Adjustment Schedule 58. Issued January 19, 2005 Effective April 15, 2005 Issued by A vista Utilities Kelly O. Norwood - Vice President, State & Federal Regulation Exhibit No. (RLM- ~~ It''( c.v Case No. A O5- A vista Page 1 of 1 McKenzie workpaper Page 1 of 4 Avista Corporation Summary of Idaho Power Cost Adjustment (PCA) Balances, Deferrals and Amortizations July 2004 through June 2005 Unrecovered Balance at June 30, 2004 Deferrals (July 2004 - June 2005) Amortizations Related to Surcharge Revenues (July 2004 - June 2005) Intervenor Funding Am9unt W riteoffs Interest (Net of Interest Associated with Writeoffs) $26 105 927 337 109 877 581 623 378 011 264 743 935 324Unrecovered Balance at June 30, 2005 Check Account 186380 ED 10 balance (Q) 6/30/05 Account 186390 ED 10 balance (Q) 6/30/05 $86,110 272 174 948 Net 935 324 """"'.-_..-,.""", ,..',.., ,..._-,; ',.." rTl,.,.... (/) ;:::."' 0_.", ~~~'"... '..",-:",. c.,i') c-' (./') 2:: i......, c;:-;) .::~~;:) t:...n ';Pillllt '..,'.- "0"""r""""" t ' i i'" ?:~:~ r:J- ",'t::" ,..." )::;rn!t:J:' . .--- \ 1"--1 ijl:....j "...,., 1;.;..;:, Avista Corporation Summary of Idaho Power Cost Adjustment (PCA) Accounting Entries - Amortization July 2004 through June 2005 McKenzie workpaper Page 2 of 4 Account 186390 ED 10 Beginning Balance 6/30/04 Jul- Aug- Sep- Oct- Nov- Dec- Jan- Feb- Mar - Apr- May- Jun- Total Balance End of Month $68 297 367 310,091 607,458 2,417 333 024 791 1,414 256 -74,439 047 894,415 -333,462 617 654 -951 116 738 550 689 666 788 697 -77,478,363 709 883 -78,188 246 655 084 - 78 843 330 613,416 -79,456 746 375,550 - 79 832 296 342 652 174 948 $11 877 581 Current Month Entries A vista Corporation Summary of Idaho Power Cost Adjustment (PCA) Accounting Entries - Deferral Account July 2004 through June 2005 Account 186380 ED ID Current Balance Month End of Entries Month Beginning Balance 6/30/04 $94,403 294 Jul-04 Deferral 741 648 Interest 688 190 630 Aug-04 Deferral 3,405 008 Interest 287 100 637 925 Sep-04 Deferral 263 589 Interest 157 Intervenor Funding 623 Writeoffs 702,418 Interest Adj.580 825 142 873 Oct-04 Deferral 023 235 Interest 11,415 131 053 Nov-04 Deferral 433 050 Interest 367 Reconsideration 324,407 Interest Adj.279 032 498 Dec-04 Deferral 853 621 Interest 216 188 093 Jan-05 Deferral 225,423 Interest 661 994 331 Feb-05 Deferral 370,265 Interest 762 652 828 Mar-05 Deferral 835 868 Interest 876 514 572 Apr-05 Deferral 816 631 Interest 175 356 378 May-05 Deferral 729,423 Interest 574 651 529 Jun-05 Deferral 563,440 Interest 183 110 272 Total 293 022 Deferrals 337 109 Interest 264 743 Intervenor Funding 623 W riteoffs 378 011 Total 293 022 McKenzie workpaper Page 3 of 4 Av i s t a C o r p o r a t i o n Mc K e n z i e w o r k p a p e r Pa g e 4 o f 4 Su m m a r y o f I d a h o P o w e r C o s t A d j u s t m e n t ( P C A ) Ac c o u n t i n g E n t r i e s - D e f e r r a l s ( A c c o u n t 1 8 6 3 8 E D I D ) Ju l y 2 0 0 4 t h r o u g h J u n e 2 0 0 S Se p 1 - 8 Se p 9 - 3 0 Ju l - 04 t h r u Ju l - Au o - D 4 Se c - Se c - Oc t - No v - De c - D 4 Ja n - D S Fe b - Ma r - Ac r - D S Ma v - D 5 Ju n - Ju n - Ac t u a l L e s s A u t h o r i z e d - S y s t e m 55 S P u r c h a s e d P o w e r 67 1 , 4 2 5 71 3 19 3 $4 2 21 6 62 9 38 2 86 4 75 0 47 1 84 2 23 6 03 5 $8 , 92 0 78 9 61 6 61 5 $ 1 5 , 85 4 , 62 5 $ 1 3 33 7 , 4 7 5 $ 1 2 , 81 8 , 63 5 $ 1 4 33 9 10 5 $ 1 0 9 43 1 65 5 50 1 T h e r m a l F u e l 21 4 38 7 21 8 65 9 S6 1 , 67 3 22 , 4 9 1 17 4 99 2 -4 2 33 7 14 5 89 1 18 6 17 6 23 4 , 4 1 5 30 2 79 6 40 8 38 2 51 8 60 4 21 9 15 8 86 9 13 3 54 7 C T F u e l 61 3 S4 0 66 6 99 6 49 8 , 4 0 4 29 4 88 1 82 3 56 5 91 S 88 7 74 2 65 1 53 8 , 89 8 49 2 24 7 72 5 91 8 79 5 56 4 20 1 , 4 0 6 91 5 51 3 44 7 S a l e f o r R e s a l e 56 8 08 7 73 1 56 5 25 9 , 4 5 4 50 6 54 5 88 4 79 1 13 1 65 6 61 0 , 4 2 2 72 0 11 9 - 20 5 01 9 - 06 9 10 0 - 10 , 4 2 6 , 4 4 5 - 27 8 13 8 36 7 , 39 3 64 0 52 2 Po t l a t c h 2 5 a M W D i r e c t A s s i g n m e n t t o I D 60 1 , 71 0 60 1 71 0 15 5 28 0 35 8 70 0 Po t l a t c h 6 2 a M W D i r e c t A s s i g n m e n t t o I D 96 6 68 0 00 2 26 1 -4 4 6 56 3 22 8 , 04 7 98 7 , 58 2 78 2 , 72 5 07 1 27 6 98 4 27 7 80 7 , 4 4 7 1, 4 7 9 , 4 0 9 96 9 47 0 84 1 69 7 1,4 1 7 69 1 98 5 12 5 Su b t o t a l 07 0 27 5 28 9 12 4 55 2 , 12 6 1, 4 2 2 , 58 2 00 9 06 6 56 8 98 9 39 2 51 4 42 7 22 0 62 2 53 8 10 1 15 9 07 5 , 86 0 57 8 16 0 57 1 77 3 17 , 4 9 3 68 8 Se c o n d h a l f C S 2 t r a n s m i s s i o n c r e d i t 65 1 13 9 , 97 1 13 9 , 97 1 35 4 59 3 Ne t F u e l E x p e n s e n o t i n c l u d e d i n A c c t . 5 4 7 02 6 25 7 91 7 75 9 20 6 82 0 56 8 75 6 52 8 19 0 96 5 23 7 80 6 -4 5 6 23 5 86 5 51 4 24 7 20 1 95 0 60 6 89 2 59 6 35 2 69 9 17 4 Ad j u s t e d A c t u a l M i n u s A u t h o r i z e d N e t E x p e n s e 09 6 53 2 20 6 88 3 75 8 94 6 85 3 , 82 6 2, 4 8 0 87 6 ' 60 4 95 4 63 0 , 32 0 97 0 98 5 71 4 , 4 0 3 58 6 91 2 79 9 , 25 9 32 5 , 02 3 02 8 15 4 83 8 26 9 Id a h o J u r i s d i c t i o n a l A l l o c a t i o n 33 . 18 % 34 . 4 1 % 55 5 P u r c h a s e d P o w e r $1 , 54 9 97 8 22 7 , 4 3 8 $1 4 00 7 59 2 97 0 67 3 96 0 $2 , 22 6 96 1 83 4 02 0 06 9 64 3 96 4 97 7 45 5 57 6 58 9 42 5 $4 , 4 1 0 89 2 93 4 08 6 $3 7 , 51 5 , 91 9 50 1 T h e r m a l F u e l -4 0 2 93 4 73 6 15 1 18 6 36 3 73 9 21 5 56 8 20 1 64 , 06 3 66 2 10 4 19 2 14 0 52 4 17 8 , 4 5 2 41 2 59 4 03 4 54 7 C T F u e l 20 3 57 3 22 1 30 9 16 5 , 37 0 10 1 , 4 6 9 62 7 48 9 31 5 15 7 31 , 91 3 8,4 8 2 21 7 73 5 54 5 78 2 93 7 98 8 96 1 95 4 44 5 70 4 70 1 84 5 44 7 S a l e f o r R e s a l e 51 5 , 69 1 90 1 , 73 3 41 7 88 7 55 0 70 2 71 3 15 7 10 9 , 90 3 61 8 74 6 96 8 29 3 85 5 64 7 18 5 27 7 58 7 74 0 53 6 70 7 53 5 12 0 82 5 98 1 Po t l a t c h 2 5 a M W D i r e c t A s s i g n m e n t t o I D 19 9 64 7 19 9 64 7 51 , 52 2 -4 5 0 81 6 Po t l a t c h 6 2 a M W D i r e c t A s s i g n m e n t t o I D 65 2 54 4 -6 6 4 35 0 14 8 17 0 -4 2 2 57 1 68 3 92 7 61 3 43 6 71 2 , 72 6 68 2 79 0 62 1 94 3 50 9 06 5 67 7 69 5 63 3 72 8 -4 8 7 , 82 7 51 0 77 2 Se c o n d h a l f C S 2 t r a n s m i s s i o n c r e d i t 68 7 -4 8 16 4 -4 8 16 4 12 2 01 5 Ne t F u e l E x p e n s e n o t i n c l u d e d i n A c c t . 5 4 7 34 0 51 2 30 4 51 2 62 3 19 5 70 9 18 1 75 0 37 6 81 , 82 9 15 6 99 0 61 1 17 6 95 2 49 1 20 8 83 2 20 5 20 5 55 8 23 0 Su b t o t a l 35 4 62 9 05 4 84 4 25 1 81 8 29 3 80 2 85 3 67 0 20 8 16 5 56 0 99 3 33 4 11 5 24 5 , 82 7 23 4 25 6 30 7 32 4 80 0 04 1 69 7 , 88 8 27 2 , 37 6 Po t l a t c h 2 5 a M W D i r e c t A s s i g n m e n t t o I D 60 1 71 0 60 1 , 71 0 15 5 28 0 35 8 70 0 Id a h o R e t a i l R e v e n u e A d j u s t m e n t 26 4 16 8 23 6 16 0 14 5 35 9 33 0 38 2 30 0 50 6 29 1 , 34 6 -4 2 9 94 2 60 1 51 6 19 8 , 4 4 6 23 5 97 5 -4 1 7 82 9 -4 1 50 9 27 2 , 4 9 7 76 5 , 63 5 Wo o d P o w e r I n c . A m o r t i z e d E x p e n s e 66 6 66 6 71 1 95 5 32 , 66 6 66 6 67 1 19 6 00 1 Ne t P o w e r C o s t I n c r e a s e ( D e c r e a s e ) 72 4 83 7 3,4 5 3 06 0 27 0 , 4 5 0 60 0 22 9 12 1 51 0 -4 6 6 84 5 95 8 26 4 26 7 40 1 -4 4 4 27 3 99 8 28 1 88 9 49 5 -8 4 1 55 0 57 4 60 9 06 1 44 2 Cu s t o m e r S h a r e 55 S P u r c h a s e d P o w e r 90 % 39 4 98 0 00 4 69 4 $1 2 60 7 $1 , 4 3 3 67 4 50 6 56 4 00 4 26 4 55 0 61 7 76 2 67 9 $2 , 66 8 , 4 7 9 91 0 , 01 9 13 0 , 4 8 3 96 9 80 4 44 0 67 7 $3 3 76 4 32 7 50 1 T h e r m a l F u e l 36 2 64 1 66 2 53 6 16 7 72 7 96 5 19 4 11 1 18 1 65 7 72 , 59 6 77 3 12 6 47 2 16 0 60 7 87 1 53 4 62 9 54 7 C T F u e l 18 3 21 6 19 9 17 8 14 8 83 3 32 2 56 4 74 0 28 3 64 1 28 , 72 2 63 4 09 5 96 2 39 1 , 20 4 84 4 18 9 86 5 75 9 30 1 13 4 2, 4 3 1 66 0 44 7 S a l e f o r R e s a l e 36 4 12 2 71 1 56 0 37 6 , 09 8 39 5 , 63 2 44 1 , 84 1 89 8 91 3 35 6 87 1 77 1 , 4 6 4 47 0 08 2 -4 , 66 6 74 9 22 8 96 6 18 3 03 6 28 1 , 60 8 24 3 38 2 Po t l a t c h 2 5 a M W D i r e c t A s s i g n m e n t t o I D 17 9 68 2 17 9 68 2 -4 6 37 0 -4 0 5 73 4 Po t l a t c h 6 2 a M W D i r e c t A s s i g n m e n t t o I D 58 7 29 0 59 7 , 91 5 13 3 35 3 38 0 31 4 -6 1 5 53 4 55 2 , 09 2 64 1 , 4 5 3 61 4 51 1 55 9 74 9 -4 5 8 15 9 60 9 92 6 57 0 35 5 -4 3 9 04 4 75 9 69 5 Se c o n d h a l f C S 2 t r a n s m i s s i o n c r e d i t 11 8 -4 3 34 8 -4 3 34 8 10 9 81 4 Ne t F u e l E x p e n s e n o t i n c l u d e d i n A c c t . 5 4 7 30 6 46 1 27 4 , 06 1 61 , 76 1 17 6 13 8 16 3 57 5 11 , 13 8 64 6 14 1 29 1 28 , 4 5 0 15 9 25 7 -6 2 , 54 2 18 7 , 94 9 18 4 68 5 50 2 , 4 0 8 Po t l a t c h 2 5 a M W D i r e c t A s s i g n m e n t t o I D 54 1 , 53 9 54 1 53 9 13 9 , 75 2 22 2 83 0 Id a h o R e t a i l R e v e n u e A d j u s t m e n t 23 7 75 1 21 2 54 4 13 0 82 3 29 7 34 4 27 0 45 5 26 2 , 21 1 38 6 94 8 54 1 , 36 4 17 8 60 1 21 2 37 8 37 6 , 04 6 35 8 14 5 24 7 28 9 07 0 Wo o d P o w e r I n c . A m o r t i z e d E x p e n s e 39 9 39 9 84 0 56 0 39 9 39 9 29 , 4 0 4 17 6 40 0 Su b t o t a l 2, 4 5 2 35 3 10 7 75 4 24 3 , 4 0 4 54 0 20 5 00 9 35 8 -4 2 0 16 1 86 2 , 4 3 8 24 0 66 0 39 9 84 5 89 8 45 3 80 0 54 6 75 7 , 39 4 51 7 14 8 75 5 30 1 Po t l a t c h P u r c h a s e d P o w e r - A u t h o r i z e d 10 0 % 38 4 72 8 08 4 15 2 87 4 , 18 8 00 9 77 2 87 7 , 96 5 58 7 99 7 91 5 99 2 84 8 65 0 62 1 51 8 78 9 89 3 99 4 , 85 5 Po t l a t c h P u r c h a s e d P o w e r - A c t u a l s 10 0 % 96 6 68 0 00 2 26 1 44 6 56 3 22 8 , 04 7 98 7 , 58 2 78 2 72 5 07 1 27 6 98 4 27 7 80 7 , 4 4 7 1, 4 7 9 , 4 0 9 96 9 47 0 84 1 69 7 41 7 , 69 1 21 , 98 5 , 12 5 Po t l a t c h R e v e n u e - A c t u a l s 10 0 % 05 4 98 9 70 1 98 7 53 1 50 2 77 4 35 8 69 9 83 2 56 3 81 5 26 7 33 5 70 9 59 4 60 7 72 8 24 1 35 9 15 2 49 9 Po t l a t c h R e v e n u e - A u t h o r i z e d 10 0 % 18 9 , 59 1 78 4 68 0 61 0 07 6 72 1 67 1 60 8 , 75 7 37 3 94 5 64 1 33 3 60 4 85 9 41 5 52 0 56 7 26 9 51 7 70 1 Po t l a t c h R e v A s s o c w / P u r c h a s e 10 0 % 1, 4 4 2 55 2 1, 4 7 0 , 17 4 32 8 65 0 24 1 37 6 Ce n t r a l i a C a p i t a l & O & M C r e d i t 10 0 % 23 4 83 3 23 4 , 83 3 62 2 53 2 28 8 To t a l I d a h o C u s t o m e r S h a r e 74 1 64 8 40 5 , 00 8 29 8 69 5 56 2 , 28 4 02 3 23 5 -4 3 3 05 0 85 3 62 1 22 5 , 4 2 3 37 0 26 5 83 5 86 8 81 6 63 1 72 9 42 3 56 3 , 4 4 0 33 7 10 9 DAVID J. MEYER VICE PRESIDENT AND CHIEF COUNSEL OF REGULA TORY AND GOVERNMENT AL AFFAIRS VISTA CORPORATION O. BOX 3727 1411 EAST MISSION AVENUE SPOKANE, WASHINGTON 99220-3727 TELEPHONE: (509) 489-0500 FACSIMILE: (509) 495-8851 " i C .r::~Lt"L '1 LJ L...J " ".~ : ;- L LJ :WG5 !~UG I Ai"! 10= I 5 il) iiU PUBLIC ! TJ: ' T ! C c (' n f...M '(" C' ;j i ,L I iL,.J vUt II I JJ BEFORE THE IDAHO PUBLIC UTILITIES COMMISSION IN THE MATTER OF THE SUBMISSION OF THE POWER COST ADJUSTMENT (PCA) STATUS REPORT OF A VISTA CORPORATION) AND REQUEST FOR RECOVERY OF POWER COSTS DEFERRED THROUGH JUNE 30," 2005 CASE NO. A VU-05- Ob DIRECT TESTIMONY RICHARD L. STORRO FOR A VISTA CORPORATION I. INTRODUCTION Please state your name, employer and business address. My name is Richard L. Storro. My business address is 1411 East Mission Avenue, Spokane, Washington, and I am employed by the Company as the Director of Power Supply. What is your educational background? I participated in a program with the College of Idaho and the University of Idaho, where upon completion I received a Bachelor of Science degree in physics from the College of Idaho and a Bachelor of Science degree in electrical engineering from the University of Idaho, both in 1973. How long have you been employed by the Company? I started working for A vista in 1973 as a distribution engineer. I have worked in various engineering positions, and have held management positions in line and gas operations, system operations, hydro production and construction, and transmission. I joined the Energy Resources Department as a Power Marketer in 1997 and became Director of Power' Supply in 2001. My primary responsibilities involve the oversight of both the short-tenn and long-tenn planning and acquisition of power supply resources for the Company. What is the scope of your testimony in this proceeding? My testimony will provide a brief summary of the factors driving power supply expenses during the review period, July 2004 through June 2005.I also describe the supporting documentation that is provided in electronic fonnat. Storro, Di A vista Pagel II. SUMMARY Would you please summarize power supply expenses during the July 2004 through June 2005 review period? Yes. During the review period, Idaho s share of power supply expenses exceeded the authorized level by $3 061 442 (not including Potlatch generation and revenue and the adjustment for Centralia for the months of July, August and a portion of September 2004). Of that total, the Company absorbed $306 141 or 10 percent of the additional power costs subject to the 90%/1 0% sharing.l This resulted in a net increase power supply costs for the period of $2 755 301. The total amount deferred during the July 2004 through June 2005 period including the Potlatch and Centralia amounts was 337 109. Power supply expenses were higher than the authorized level due to several factors. Hydro generation, which was approximately 8.4 aMW below the authorized level, which would account for approximately $1.5 million of increased expense. The net expense related to the sale of gas originally purchased for generation added approximately $600 000 million to Idaho s share of power supply expense. Some of this expense is related to long-term gas purchases referred to as Deals "A" and "B" that has previously been addressed by the Commission. Deals "A" and "B" purchases ended October 31 2004. 1 The Potlatch power purchase and revenue associated with the purchase is tracked at 100% in the PCA per Idaho Public Utilities Commission Order No. 29418 dated January 15, 2004. The 10% portion absorbed by Avista is based on the portion of the PCA deferrals that are shared 90%/10% which was $3 061,442 during the review period. Storro, Di A vista Page 2 Total natural gas fuel expense was approximately $2.7 million higher than the authorized amount due primarily to higher than authorized natural gas prices and the second half of Coyote Springs 2 being in operation from January 20, 2005 until April 15 2005 when the authorized expense reflected the gas for the second half of Coyote Springs 2. Operating margins from Coyote Springs 2 during the same period helped lower power supply expense. Thermal fuel expense for the Colstrip and Kettle Falls plants was approximately $600 000 million lower than the authorized amount. What new long-term contracts did the Company enter into during the July 2004 through June 2005 review period? The Company entered into two new long-term contracts during the review period. In October 2004, the Company signed five-year contract to purchase power from a small hydro plant in western Washington. This was an extension, with new terms, of an existing contract. In March 2005, the Company entered into a contract to exchange power at the Coyote Springs 2 plant for power at the Mid Columbia for the period January 2006 through December 2007.This contract effectively provides firm transmission for the Coyote Springs 2 plant. These contracts have been provided confidentially to IPUC Staff. III. SUPPORTING DOCUMENTATION Please provide a brief overview of the documentation provided by the Company in this fIling. The Company maintains a number of documents that record relevant factors considered at the time of a transaction.The following is a list of current Storro, Di A vista Page 3 documents that are maintained. Unless noted these documents have been provided on a compact disk as part of this filing. Other documents will be provided on request: Gas/Electric Transaction Record:These documents record the key details of the price, term and conditions of a transaction and include a discussion of market conditions at the time of the transaction, the reason for the transaction, and pertinent transmission or other delivery issues.The Company has provided worksheets summarizing electric and natural gas transactions during the period. Additional documentation will be provided on request. Position Reports:These daily reports provide a summary of monthly loads and resources over an 18-month forward period.Also included are forward hydroelectric generation estimates as well as critical water generation variability. Fixed price natural gas quantities are also shown assigned to the most economic available generation plant. Long-Term Physical Electric Load & Resource Tabulation:For transactions with deliveries extending greater than the I8-month period covered by the Position Report, the Company includes this document to show the net system position during the extended period. This document also shows variability associated with an 80% confidence interval around the combined variability of hydroelectric generation and variability of load. Storro, Di A vista Page 4 Forward Market Electric and Natural Gas Price Curves:This daily data is maintained in Nucleus, the Company s electronic energy transaction database record system. Electric/Gas - Heat Rate Transaction Worksheet:For each natural gas transaction a worksheet is prepared which summarizes the economics of the transaction using the forward electric and natural gas prices available in the market at the time the transaction, the most economic available generator, and the resultant cost to generate electric power (these worksheets will be provided on request for specific electric or gas transactions). Price Quote Worksheet:Provides a record of the natural gas purchase or sales prices available from several parties in the market at the time of a particular gas transaction. This record includes price infonnation at specific points of delivery (part of Gas/Electric Transaction Records that will be provided on request for specific transactions). Credit Report:Lists those counter-parties with which the Company is allowed to enter into either purchase or sales transactions as detennined by credit criteria set by the Company. This report may also provide information on other parties credit limits placed upon their own transactions with the Company (not provided but available on request). Does that conclude your direct pre-fIled testimony? Yes. StOITO, Di A vista Page 5 , CONFIDENTIAL ATTACHMENTS