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HomeMy WebLinkAboutMemo - Mail Packet - 5/18/2021 - Memorandum From Gretchen Stanford And John Phelan Re: Solar 120 Percent Rule Utilities electric · stormwater · wastewater · water 222 Laporte Ave. PO Box 580 Fort Collins, CO 80522-0580 970.212.2900 V/TDD: 711 utilities@fcgov.com fcgov.com/utilities DATE: May 13, 2021 TO: Mayor and City Councilmembers FROM: Gretchen Stanford, Interim Utilities Deputy Director, CCSU John Phelan, Energy Services Senior Manager THROUGH: Darin Atteberry, City Manager Kelly DiMartino, Deputy City Manager Theresa Connor, Interim Utilities Executive Director RE: Solar 120 Percent Rule Bottom Line The Solar 120 Percent Rule (120 Rule) is one of several checks on sizing a new solar system. The purpose of the 120 Rule is a financial check related to the associated rate structure based on full-retail net metering. Utilities is on a defined path towards solar installation and pricing policies that align to the objective of reaching 100% renewable electricity by 2030 and incorporating wholesale and distribution level costs and benefits that support future elimination of the 120 Rule. This memo provides detailed background on the 120 Rule, the state of solar in Fort Collins, issues with the 120 Rule and net metering, and outlines proposed next steps. Background What is the 120 Rule? The 120 Rule is one of several checks on sizing a solar system and is defined in Chapter 26 of the municipal code. The intent of the 120 Rule is to support customers who want to self-generate electricity in an amount that matches their typical annual use and enables them to offset their electric bill. The 120 Rule is commonly used by utilities and is modeled on the Colorado Public Utilities regulatory net metering cap, which sets a system capacity modeled to generate 120% sized solar system. Additional sizing limitations on new solar systems include the National Electric Code (NEC) Entrance Capacity and potentially the local electric transformer capacity. Legislation currently under consideration may revise the 120% rule (SB21-261). The 120 Rule is not associated with electrical safety but is strictly focused on managing the financial risks of ubiquitous distributed solar on non-solar customers. How does solar work in Fort Collins? There are over 2,200 solar systems connected to the Fort Collins electric distribution system, with the first systems installed in 2008. Approximately 2,100 are residential and approximately 400 new systems are expected to be added this year. The advanced meters measure and record the electric net consumption of the building every fifteen minutes when the use is greater than the solar generation and the net returned from the building when the solar generation is greater than the use. Utilities rates define pricing for both the net charges and net credits for energy in the time-of-day (TOD) structure. All residential customers also pay a monthly fixed charge that supports a portion of Utilities costs of operation. Customers will typically see substantial seasonal differences in their electricity use, solar generation and the associated utility bills. Financial value from net returned electricity is applied as a credit to customer accounts and is used to offset other utility services charges on their monthly bill (e.g., water, wastewater and stormwater). If customers have more than $300 in account credit on an annual basis, they can receive a payment from Utilities for the balance. Issues with the 120 Rule There are several issues, or challenges, that are associated with the 120 Rule, including: The Rule is applied as a one-time estimate when a new solar application is received. It represents only a snapshot of the home and current customer. The Rule does not take into account potential electrification, nor can it be used for customers without a use history (e.g., new home or recent move). As solar becomes more common, residents are purchasing existing homes with solar and the sizing of the The rule is perceived as an attempt to limit the total amount of solar. This is false, as each customer has the right to self-generate. The rule is intended to limit custome ability to become a generation asset, which receives retail pricing for electricity production well above their own use. Issues with the Full Retail Net Metering Full retail net metering has a strong history of advocacy as an effective economic incentive to promote distributed solar. As Fort Collins moves from the early adopter phase for solar installations, there are several issues, or challenges, that are associated with this model, including: Based on simple models of total revenue and purchased power costs, Utilities is not recovering approximately three cents ($0.03) per kilowatt-hour of revenue from solar customers for solar generation. This portion of the rate is called the distribution facilities charge and it supports ongoing utility operations independent of the amount of electricity sold. Ongoing utility operations also are supported by the monthly fixed charge. This charge is the same for all customers in the same rate class, including solar customers. However, the fixed charge only covers approximately one-third of the non-variable operation costs of the utility, with the remainder coming from components of the rates based on use. Solar customers use all aspects of the distribution system and utilities operations to the same extent, if not more, than non-solar customers. As such, they should be contributing to the fixed costs at a similar level. To the extent that solar customers are contributing less to the fixed cost requirements, other customers are picking up the tab. While this is not currently creating serious financial issues, it is important to recognize that the current model is not sustainable for equitable support of distribution system operations and maintenance if continued indefinitely. Current solar rates and path to eliminate the 120 Rule Utilities is on a defined path towards solar installation and pricing policies that align to the objective of reaching 100% renewable electricity by 2030 and incorporating wholesale and distribution level costs and benefits that support future elimination of the 120 Rule. This path includes: Solar customers net usage is charged the time-of-day (TOD) price per kilowatt-hour per the customers rate class. As such, the solar energy generated that is immediately used in the home will continue to have full retail value by offsetting initial charges. Starting in 2020, Utilities has held flat the distribution facilities charge element of the net metering returned energy rate. With this change, the net export value of solar electricity is approximately one cent ($0.01) less per kilowatt-hour. This is a gradual approach to make solar pricing sustainable at scale and was supported by the solar industry. Remaining steps on the path include: o Creating a formula for adjusting excess annual solar generating credit from a retail to wholesale electricity value. This step will allow for solar overgeneration and remove the core rationale for the 120 Rule, e.g., to manage system financial risks. o Continuing to gradually increase the differential between the charge and credit values of the distribution facilities charge. The target for this differential is approximately three cents ($0.03) pricing. o Considering increasing the monthly fixed charge over time, for all customers, to support predictable revenue for ongoing operations that is independent of the total amount of electricity sold. Next steps Staff will propose migrating the annual excess credit model to wholesale values (fall 2021 rate and City Code updates) Continue gradually increasing the monthly fixed charge and differential between charge and credit values of the distribution facilities charge. This is typically done as a part of annual rate adjustment discussions with Council in the fall. Consider formalizing a timeline to sunset the 120 Rule. Additional information The NEC has rules related to solar sizing and home electric panel capacity that are called 120% rule and can be a source of confusion. The 120 Rule is not related to Fort Collins operating agreements with Platte River Power Authority, except when a solar project chooses to use a third party power purchase agreement to finance their on-site solar system. This specific instance of the 120% limitation is in the Power Supply Agreement and is intended to apply to commercial installations. More information on how Fort Collins solar programs work can be found at fcgov.com/solar. CC: Tim McCollough, Utilities Deputy Director, Light & Power Lance Smith, Utilities Finance Director Cyril Vidergar, Assistant City Attorney Randy Reuscher, Rate Analyst Leland Keller, Energy Services Engineer