20231115Direct Dr. Lance Kaufman in Support of Stipulation and Settlement.pdf

BEFORE THE
THE IDAHO PUBLIC UTILITIES COMMISSION
CASE NO. IPC-E-23-11
TESTIMONY OF DR. LANCE D. KAUFMAN
SUPPORTING THE SETTLEMENT STIPULATION
ON BEHALF OF THE
IDAHO IRRIGATION PUMPERS ASSOCIATION, INC.
November 15, 2023
IN THE MATTER OF THE APPLICATION OF
IDAHO POWER COMPANY FOR
AUTHORITY TO INCREASE ITS RATES AND
CHARGES FOR ELECTRIC SERVICE IN THE
STATE OF IDAHO AND FOR ASSOCIATED
REGULATORY ACCOUNT TREATMENT
)
)
)
)
)
)
RECEIVED
Wednesday, November 15, 2023 3:36:37 PM
IDAHO PUBLIC
UTILITIES COMMISSION
AWEC/300
Kaufman/i
TABLE OF CONTENTS
I.Introduction and Summary ..................................................................................................... 1
II.Summary of IIPA Participation in this Case .......................................................................... 1
EXHIBIT LIST
LDK-2 – Qualification Statement of Lance D. Kaufman
LDK-1
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IPC-E-23-11 –Testimony of Dr. Lance D. Kaufman Supporting the Stipulation
I.INTRODUCTION AND SUMMARY1
Q.PLEASE STATE YOUR NAME AND OCCUPATION.2
A.My name is Lance D. Kaufman. I am a consultant representing utility customers before state3
public utility commissions in the Northwest and Intermountain West. My witness qualification4
statement can be found at LDK-2.5
Q.PLEASE IDENTIFY THE PARTY ON WHOSE BEHALF YOU ARE TESTIFYING.6
A.I am testifying on behalf of the Idaho Irrigation Pumper’s Association, Inc. (“IIPA”). IIPA is a7
non-profit trade association whose members are large energy users in the Idaho, including8
customers receiving electric services from Idaho Power Company (“IPC” or “Company).9
Q.WHAT IS THE PURPOSE OF YOUR TESTIMONY?10
A.I provide testimony on the following items:11
•The proposed settlement.12
Q.PLEASE SUMMARIZE YOUR RECOMMENDATIONS.13
A.I make the following recommendations:14
•Find the proposed settlement results in fair, just, and reasonable rates.15
II.SUMMARY OF IIPA PARTICIPATION IN THIS CASE16
Q.PLEASE SUMMARIZE IIPA’S PARTICIPATION, ANALYSIS, AND FINDINGS IN17
THIS CASE.18
A.IIPA reviewed the opening testimony and workpapers of all company witnesses, issued19
discovery on cost of capital, test year expenses, and cost of service, and developed positions on20
potentially appropriate adjustments to the Company’s filed case. Prior to participation in21
settlement discussions IIPA identified and quantified potential adjustments related to the22
following issues:23
LDK-1
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IPC-E-23-11 –Testimony of Dr. Lance D. Kaufman Supporting the Stipulation
1. Cost of capital, 1
2. Rate base, 2
3. Expenses, 3
4. Load forecast, 4
5. Irrigation peak rewards program, 5
6. Cost of service, 6
7. Rate spread, and 7
8. Rate design. 8
IIPA participated in settlement discussions on September 18, October 4, and October 5, 2023. 9
During these discussions all issues considered by IIPA, with the exception of net power supply, 10
were raised and discussed by parties, including IPC. IPC offered reasonable responses to many 11
of the issues and concerns raised by parties. Between settlement discussions IIPA met with 12
members and other intervening parties to discuss issues in the case. IIPA proposed many of the 13
compromises that led to the final settlement proposal and finds the final proposal contains 14
terms and conditions that are acceptable to the IIPA, provides an appropriate balance between 15
the participating parties, and will likely result in fair, just and reasonable rates. 16
Q. PLEASE DESCRIBE YOUR ANALYSIS OF IPC’S COST OF CAPITAL. 17
A. IIPA submitted discovery and performed analysis of IPC’s cost of capital, including estimates 18
of cost of equity and evaluation of capital structure and cost of debt. IIPA evaluated cost of 19
capital using discounted cash flow and capital pricing asset models. The cost of equity agreed 20
to in the stipulation was contained within the range of estimates of IPC’s cost of equity 21
analysis. 22
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IPC-E-23-11 –Testimony of Dr. Lance D. Kaufman Supporting the Stipulation
IIPA reviewed the company’s credit position, debt coverage, debt issuances, and 1
historical changes in capital structure and did not find any material issues. The overall cost of 2
capital is consistent with IPC’s review. 3
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S EXPENSES4
A.IIPA reviewed IPC’s base year expense ledgers and test year adjustments. IIPA identified5
potential issues with labor escalation, benefits, impacts of turnover on average wage,6
depreciation, and tax expense. The final revenue requirement in this case is consistent with7
IPC’s review of expenses.8
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S LOAD FORECAST.9
A.IIPA compared IPC’s proposed billing determinants with the IPC IRP load forecast, and with10
the timing decisions imbedded in IPC’s requested rate base. IIPA found that billing11
determinants did not reflect material anticipated load growth in 2024, and that this was12
inconsistent with the basis for IPC’s requested rate base. IIPA’s primary concern with load13
forecast was temporal consistency and IIPA’s concerns are addressed in the proposed14
stipulation because revenue requirement is based on a level of rate base consistent with IPC’s15
filed load forecast.16
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S IRRIGATION PEAK REQARDS17
PROGRAM.18
A.IIPA observed that IPC requested a material increase in demand charges for Schedule 2419
Irrigation Service, due in part to increases in IPC’s cost of capacity. IIPA was concerned that20
the Irrigation Peak Rewards program did not also reflect this increase in cost of capacity. The21
proposed settlement includes workshops addressing cost of service modeling and IIPA intends22
LDK-1
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IPC-E-23-11 –Testimony of Dr. Lance D. Kaufman Supporting the Stipulation
to continue evaluating the peak rewards program in the context of potential revisions to cost of 1
service modeling in future cases. 2
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S COST OF SERVICE MODEL.3
A.IIPA identified several potential changes to IPC’s cost of service model. These changes4
generally reduced the cost of demand in summer months. The proposed stipulation is5
consistent with IIPA’s potential changes to cost of service, and parties have agreed to ongoing6
workshops and discussions to address IIPA’s concerns.7
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S RATE SPREAD.8
A.IIPA’s revised cost of service model indicated that excessive costs were allocated to Schedule9
24 Agricultural Irrigation Service. IIPA proposed an alternative rate spread that was more10
consistent with IIPA’s cost of service model during settlement discussions. This alternative rate11
spread was adopted in the final proposal and addresses IIPA’s rate spread concerns.12
Q.PLEASE DESCRIBE YOUR REVIEW OF IPC’S RATE DESIGN.13
A.IPC proposed a moderate change to the Schedule 24 monthly fixed charge and a material14
increase to Schedule 24 demand charges. IIPA finds the monthly fixed charge change15
reasonable, but has ongoing concerns about the large increase to demand charges. While not16
specified in the stipulation, IPC has scheduled a meeting with IIPA to discuss treatment of17
demand charges in the next general rate case.18
Q.ARE ALL OF IIPA’S CONCERNS ADDRESSED IN THE PROPOSED19
SETTLEMENT?20
A.Yes, all of IIPA’s concerns are either directly addressed in the proposed settlement through21
changes to revenue requirement and rate spread, or indirectly through agreement for ongoing22
collaboration. IIPA recommends that the commission find the proposed settlement to be fair,23
just, and reasonable and in the public interest.24
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IPC-E-23-11 –Testimony of Dr. Lance D. Kaufman Supporting the Stipulation
Q.DOES THIS CONCLUDE YOUR TESTIMONY SUPPORTING THE STIPULATION? 1
A.Yes2
CURRICULUM VITAE
LANCE KAUFMAN
Western Economics, LLC
2623 NW Bluebell Place
Corvallis OR, 97330
[phone]
[e-mail]
EDUCATION:
University of Oregon Ph.D. Economics 2008 – 2013
University of Oregon M.S.Economics 2006 – 2008
University of Anchorage Alaska B.B.A. Economics 2001 – 2004
CERTIFICATIONS:
Certified Depreciation Professional Society of Depreciation Professionals 2018
PROFESSIONAL EXPERIENCE:
Consultant Lance Kaufman Consulting 2014 – Present
Senior Economist Oregon Public Utility Commission 2015 – 2018
Public Utility Advocate Alaska Department of Law 2014 – 2015
Senior Economist Oregon Public Utility Commission 2013 – 2014
Instructor University of Oregon 2008 – 2012
Research Assistant University of Alaska Anchorage 2003 – 2008
PROFESSIONAL MEMBERSHIPS:
Society of Depreciation Professionals 2015 – Present
American Economics Association 2017 – Present
RESEARCH, CONSULTING, AND ECONOMETRIC ANALYSIS:
●The Municipality of Cedar Falls, Iowa, Cedar Falls, IA 2023
Retained as a consultant for Cedar Falls Utilities to conduct a depreciation study of their
electric, gas, water, and telecommunications utilities.
●Davison Van Cleve, PC, Portland, OR 2023
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread, and rate design in Portland General Electric Company,
Request for a General Rate Revision, Public Utility Commission of Oregon, Docket No.
UE 416.
●Davison Van Cleve, PC, Portland, OR 2023
Retained as an expert witness for Alliance of Western Energy Consumers regarding cost
of capital, rate spread, and rate design in PacifiCorp Request for a General Rate Revision,
Washington Utilities and Transportation Commission, Docket No. UE-230172.
●Alliance for Retail Energy Markets, La Jolla, CA 2023
Retained as an expert witness for Alliance for Retail Energy Markets regarding resource
adequacy of generation service providers in Arizona Public Service Company, Request
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for a General Rate Revision, Arizona Public Utilities Commission, Docket No.
E-01345A-22-0144.
●North Carolina Sustainable Energy Association, Raleigh, NC 2023
Retained as an expert witness forNorth Carolina Sustainable Energy Association
regarding depreciation rates and coal plant securitization in Duke Energy Carolinas,
Request for a General Rate Revision, North Carolina Utility Commission Docket No. E-7
Sub 1276.
●Deep Blue Pacific Wind, Portland, OR 2023
Retained as an expert witness for Deep Blue Pacific Wind regarding least cost planning in
Portland General Electric Company, 2023 Integrated Resource Plan, Public Utility
Commission of Oregon, Docket No. LC 80.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread, and rate design in Portland General Electric Company,
Request for a General Rate Revision, Public Utility Commission of Oregon, Docket No.
UE 394.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers regarding
depreciation rates in Portland General Electric Company Detailed Depreciation Study of
Electric Utility Properties, Public Utility Commission of Oregon, Docket No. UM 2152.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread, and rate design in Pacific Power Request for a General
Rate Revision, Public Utility Commission of Oregon, Docket No. UE 399.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread, and rate design in Puget Sound Energy General Rate
Case to Update Base Rates, Washington Utility and Transportation Commission, Docket
No. UE-220066, UG-220067, UE-210918.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers competitive
energy service in AWEC’s Investigation into Long-Term Direct Access Programs, Public
Utility Commission of Oregon, Docket No. UM 2024.
●Davison Van Cleve, PC, Portland, OR 2021
Retained as an expert witness for Alliance of Western Energy Consumers competitive
energy service in Direct Access Rulemaking, Public Utility Commission of Oregon,
Docket No. AR 651.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Smart Energy Alliance regarding revenue requirement,
rate spread, and rate design in Sierra Pacific General Rate Case to Update Base Rates,
Public Utility Commission of Nevada, Docket No. 22-06014.
●Davison Van Cleve, PC, Portland, OR 2022
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread, and rate design in Avista Corp General Rate Case to
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Update Base Rates, Washington Utility and Transportation Commission, Docket No.
UE-220053 & UG-220054.
●Georgia Public Service Commission, OR 2022
Retained as an expert witness for Georgia Public Service Commission depreciation rates
and decommissioning costs in Georgia Power Company's 2022 General Rate Case,
Georgia Public Service Commission, Docket No. 44280.
●Cable Huston, LLP, Portland, OR 2020
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread and rate design in Cascade Natural Gas Corporation
Request for General Rate Revision, Public Utility Commission of Oregon, Docket No.
UG 390.
●Davison Van Cleve, PC, Portland, OR 2020
Retained as an expert witness for Alliance of Western Energy Consumers regarding net
power costs in Portland General Electric Company 2021 Annual Power Cost Update
Tariff, Public Utility Commission of Oregon, Docket No. UE 377.
●Davison Van Cleve, PC, Portland, OR 2020
Retained as an expert witness for Alliance of Western Energy Consumers regarding net
power costs in Portland General Electric Company 2021 Annual Update Tariff, Public
Utility Commission of Oregon, Docket No. UE 381.
●Davison Van Cleve, PC, Portland, OR 2020
Retained as an expert witness for Alliance of Western Energy Consumers regarding
revenue requirement, rate spread and rate design in Nevada Power Company 2021
General Rate Case, Public Utility Commission of Nevada, Docket No. 20-06003
●Frank & Salahuddin LLC, Denver, Colorado, 2020
Retained as an expert witness for plaintiffs regarding calculation of lost earnings.
●ba, Denver, Colorado, 2020
Retained as an expert witness for plaintiffs regarding calculation of lost earnings.
●Level Development Group, LLC, Denver, Colorado, 2020
Develop real estate valuation model for establishing sale price of newly constructed
residential housing.
●Hagens Berman Sobol Shapiro LLP, Phoenix, Arizona, 2020
Deposed as an expert witness for plaintiffs re calculation of economic harm due to breach
of contract in Jeff Olberg v. Allstate Insurance Company, Case No. C18-0573-JCC,
United States District Court, Western District of Washington at Seattle.
●Hagens Berman Sobol Shapiro LLP, Phoenix, Arizona, 2020
Deposed as an expert witness for plaintiffs re calculation of economic harm due to breach
of contract in re Cameron Lundquist v. First National Insurance Company of America,
Case No. 18-cv-05301-RJB, United States District Court, Western District of Washington
at Tacoma.
●Killmer, Lane, and Newman, LLP, Denver, Colorado, 2020
Deposed as expert witness for plaintiff re racial disparities in police use of force re
Brandon Washington V. City Of Aurora, Colorado,Case No. 1:19-cv-01160-
RM-MEH, United States District Court, District of Colorado.
●Davison Van Cleve, PC, Portland, OR 2020
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Retained as an expert witness for Alliance of Western Energy Consumers regarding coal
plant pollution control investments, coal plant decommissioning costs, rate spread and
rate design re PacifiCorp 2020 Request for a General Rate Revision, Public Utility
Commission of Oregon Docket No. UE 374.
●Davison Van Cleve, PC, Portland, OR and Washington Attorney General, 2020
Retained as an expert witness for Packaging Company of America and Washington
Public Council regarding decommissioning costs and rate design re PacifiCorp 2020
Request for a General Rate Revision, Washington Utility and Transportation
Commission.
●Sanger Law, PC, Portland, OR, 2019
Retained as a consultant for Renewable Energy Coalition and for Northwest &
Intermountain Power Producers Coalition to provide analysis of PacifiCorp avoided costs
in a Utility PURPA Compliance Filing at the Washington Utility and Transportation
Commission Docket, No. UE-190666.
●Sanger Law, PC, Portland, OR, 2019
Retained as a consultant for Northwest & Intermountain Power Producers Coalition to
provide analysis of Portland General Electric avoided costs in support of testimony to the
Oregon Legislature.
●Powder River Basin Resource Council, Laramie, Wyoming, 2019.
Testified as an expert witness for Powder River Basin Resource Council regarding coal
plant closures re PacifiCorp 2019 Integrated Resource Plan, Wyoming Public Service
Commission Docket No. 90000-147-XI-19.
●The Law Office of Ralph Lamar, Arvada, CO 2019
Deposed as an expert witness for plaintiffs regarding lost profits of a Farmers insurance
agency
●Jester, Gibson & Moore, Denver, CO 2019
Retained as an expert witness for plaintiffs regarding lost earnings in an ADEA wrongful
termination matter.
●Albrechta & Coble, Ltd. Fremont, OH 2019
Retained as an expert witness for plaintiff regarding lost earnings in a race related
wrongful termination matter.
●Conrad Law, PC, Salt Lake City, UT 2019
Retained as an expert witness for Ellis-Hall Consultants, LLC. regarding economic
damages in Ellis-Hall Consultants, LLC. et. al. v. George B. Hofmann IV, United States
District Court, District of Utah, Central Division.
●Davison Van Cleve, PC, Portland, OR 2019
Retained as an expert witness for Alliance of Western Energy Consumers regarding net
variable power cost calculations in PORTLAND GENERAL ELECTRIC COMPANY,
2020 Annual Power Cost Update Tariff Public Utility Commission of Oregon Docket No.
UE 359.
●Sanger Law, PC, Portland, OR, 2019
Testified as an expert witness for Renewable Energy Coalition and Rocky Mountain
Coalition for Renewable Energy regarding Qualified Facility avoided costs in
Application of Rocky Mountain Power for a Modification of Avoided Cost Methodology
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and Reduced Term of PURPA Power Purchase Agreements Public Service Commission
of Wyoming Docket No. 20000-545-ET-18
●Sanger Law, PC, Portland, OR, 2019
Retained as an expert witness for Cafeto Coffee Company regarding the necessity, design,
and location of transmission lines in SPRINGFIELD UTILITY BOARD Petition for
Certificate of Public Convenience and Necessity Public Utility Commission of Oregon
Docket No. PCN 3.
●Baumgartner Law, LLC, Denver, CO, 2018
Retained as an expert witness for plaintiffs re calculation of economic harm due to injury
in re Eric Bowman, v. Top Tier Colorado, LLC,, Case No. 18CV31359, United States
District Court, District of Colorado.
●Cohen Milstein Sellers & Toll PLLC, Washington DC, 2018
Retained as an expert witness for plaintiffs re calculation of economic harm due to breach
of contract in re Isaac Harris et al. v. Medical Transportation Management, Inc., Civil
Action No. 17-1371, United States District Court, District of Columbia.
●Davison Van Cleve, PC, Portland, OR 2020
Retained as an expert witness for Alliance of Western Energy Consumers regarding
depreciation rates in re PacifiCorp Application for Authority to Implement Revised
Depreciation Rates, Public Utility Commission of Oregon Docket No. UM 1968.
●Davison Van Cleve, PC, Salem, OR and Washington Attorney General, OR 2020
Retained as an expert witness for Packaging Company of America and Washington
Public Council regarding depreciation rates in re Pacific Power 2018 Depreciation Study,
Washington Utility and Transportation Commission, Docket No. UE-180778.
●Hagens Berman Sobol Shapiro LLP, Phoenix, Arizona, 2018
Deposed as an expert witness for plaintiffs re calculation of economic harm due to breach
of contract in re Vicky Maldonado and Carter v. Apple Inc., AppleCare Services
Company, Inc., and Apple CSC, Inc., Case No. 3:16-cv-04067-WHO, United States
District Court, District of California.
●Hagens Berman Sobol Shapiro, LLP, Phoenix, Arizona, 2018
Deposed and testified as an expert witness for plaintiffs re calculation of unpaid mileage
for truck drivers in re Swift Transportation Co., Inc., Civil Action No. CV2004-001777,
Superior Court of the State of Arizona, County of Maricopa.
●Killmer, Lane, and Newman, LLP, Denver, Colorado, 2018
Retained as expert witness for plaintiffs re reasonable attorney fees in re Jeanne Stroup
and Ruben Lee, v. United Airlines, Inc., Case No. 15-cv-01389-WYD-STV, United States
District Court, District of Colorado.
●Klein and Frank, PC, Denver, Colorado, 2018
Retained as expert witness for plaintiffs re potential jury bias in re Gail Goehrig and
Chris Goehrig v. Core Mountain Enterprises, LLC, Case No. 2016CV030004, San Juan
County District Court.
●Robert Belluso, Pennsylvania, 2017
Retained as expert witness for plaintiff re lost profit in re Robert Belluso D.O. v Trustees
of Charleroi Community Park, PHRC Case No. 201505365, Pennsylvania Human
Relations Commission.
●Lowery Parady, LLC, Denver, Colorado, 2017
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Analyzed payroll data and calculated unpaid overtime and unpaid hours for plaintiff class
action in re Violeta Solis, et al. v. The Circle Group, LLC, et al., Case No.
1:16-cv-01329-RBJ, United States District Court, District of Colorado.
●Sawaya & Miller Law Firm, Denver, Colorado, 2017
Provided data processing and analysis of employment records.
●Financial Scholars Group, Orinda, California, 2017
Provided analysis of risk profile in bundled real estate and personal loans in re Old
Republic Insurance Company v. Countrywide Bank et al., Circuit Court of Cook County,
Illinois, Chancery Division.
●Financial Scholars Group, Orinda, California, 2017
Provided consultation and analysis of financial market transactions in preparation of
settlement claims filings in re Laydon v. Mizuho Bank, Ltd., et al. and Sonterra Capital
Master Fund Ltd., et al v. UBS AG et al.
●Clean Energy Action, Boulder, Colorado, 2016 – 2017
Provided consultation on the appropriate discounting methodology used in energy
resource planning in the Public Service Company of Colorado application for approval of
the 2016 Electric Resource Plan, Proceeding No. 16A-0396E, Public Utilities
Commission of the State of Colorado.
●Confidential Client, 2016
Provided analysis and report on the probability that distinct crimes are independent
events based on geographical analysis of crime rates.
●Christine Lamb and Kevin James Burns, Denver, Colorado, 2016
Provided data analysis for defendant of the impact of ethnicity on termination decisions
in re Aragon et al v. Home Depot USA, Inc., Case No. 1:15-cv- 00466-MCA-KK, United
States District Court, District of New Mexico.
●Steptoe & Johnson LLP, Washington, DC, 2015 – 2016
Programmed analysis of internet traffic data for plaintiffs applying a proprietary
probability model developed to identify and verify accounts responsible for repeated
infringements of asserted copyrights by defendants’ internet subscribers in re BMG
Rights Management (US) LLC, and Round Hill Music LP v. Cox Enterprises, Inc., et al.,
Case No. 1:14-cv-1611(LOG/JFA), United States District Court Eastern District of
Virginia, Alexandria Division.
●Padilla & Padilla, PLLC, Denver, Colorado, 2014 – 2016
Provided research and analysis for plaintiffs re the impact on minority applicants from
use of the AccuPlacer Test by the City and County of Denver, and estimated damages in
re Marian G. Kerner et al. v. City and County of Denver, Civil Action No.
11-cv-00256-MSK-KMT, United States District Court, District of Colorado.
●U.S. Equal Employment Opportunity Commission, 2013
Provided statistical analysis of EEOC filings.
OTHER REGULATORY PROCEEDINGS:
●Portland General Electric 2018 AUT UE 335
●Portland General Electric 2016 Annual Power Cost Variance Docket No. UE 329.
●PacifiCorp 2016 Power Cost Adjustment Mechanism Docket No. UE 327.
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●Public Utility Commission of Oregon Staff Investigation into the Treatment of New Facility
Direct Access Charges Docket No. UM 1837
●PacifiCorp Oregon Specific Cost Allocation Investigation Docket No. UM 1824.
●PacifiCorp 2018 Transition Adjustment Mechanism Docket No. UE 323.
●Portland General Electric 2018 General Rate Case Docket No. UE 319.
●Avista Corp. 2017 General Rate Case Docket No. UG 325.
●Portland General Electric Affiliated Interest Agreement with Portland General Gas Supply
Docket No. UI 376.
●Portland General Electric 2017 Automated Update Tariff Docket No. UE 308
●PacifiCorp 2017 Transition Adjustment Mechanism Docket No. UE 307
●Portland General Electric 2017 Reauthorization of Decoupling Adjustment Docket No. UE
306
●Northwest Natural Gas Investigation of WARM Program Docket No. UM 1750.
●PacifiCorp Investigation into Multi-Jurisdictional Allocation Issues Docket No. UM 1050.
●Idaho Power Company 2015 Power Supply Expense True Up Docket No. UE 305
●Homer Electric Association 2015 Depreciation Study U-15-094
●Submitted prefiled testimony regarding the depreciation study.
●Chugach Electric Association 2015 Rate Case U-15-081
●Developed staff position regarding margin calculations.
●ENSTAR 2014 Rate Case U-14-111
●Submitted prefiled testimony regarding sales forecast.
●Alaska Pacific Environmental Services 2014 Rate Case U-14-114/115/116/117/118
Submitted prefiled testimony regarding cost allocations, cost of service, cost of capital,
affiliated interests, and depreciation.
●Alaska Waste 2014 Rate Case U-14-104/105/106/107
Submitted prefiled testimony regarding cost of service study, cost of capital, operating
ratio, and affiliated interest real estate contracts.
●Fairbanks Natural Gas 2014 Rate Case U-14-102
Submitted prefiled testimony regarding cost of service study and forecasting models.
●Avista 2015 Rate Case U-14-104
Submitted analysis supporting OPUC Staff settlement positions regarding Avista’s sales
and load forecast, decoupling mechanisms and interstate cost allocation methodology.
Represented Staff in settlement conferences on November 21, November 26, and
December 4, 2013.
●Portland General Electric 2015 Rate Case
Submitted pre-filed opening testimony addressing PGE’s sales forecast, printing and
mailing budget forecast, mailing budget, marginal cost study, line extension policy and
reactive demand charge. Represented OPUC Staff in settlement conferences on May 20,
May 27, and June 12, 2014.
●Portland General Electric 2014 General Rate Case
Submitted analysis supporting OPUC Staff settlement positions regarding PGE’s sales
and load forecast, revenue decoupling mechanism, and cost of service study. Represented
OPUC Staff in settlement conferences on May 29, June 3, June 6, July 2, and July 9 of
2013. Submitted testimony in support of partial stipulation, pre-filed opening testimony
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addressing PGE’s decoupling mechanism, and testimony in support of a second partial
stipulation.
●PacifiCorp 2014 General Electric Rate Case
Submitted analysis supporting OPUC Staff settlement positions regarding PacifiCorp’s
sales and load forecast and cost of service study. Represented Staff in settlement
conferences on June 12 through June 14, 2013.
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