HomeMy WebLinkAboutMemo - Mail Packet - 7/2/2019 - Memorandum From Kevin Gertig Re: American Public Power Association (Appa) - Time-Of-Day (Tod) Rates RecognitionUtilities Executive Director
electric stormwater wastewater water
222 Laporte Avenue
PO Box 580
Fort Collins, CO 80522
970.221.6702
V/TDD: 711
utilities@fcgov.com
fcgov.com/utilities
M E M O R A N D U M
TO: Mayor Troxell and City Councilmembers
THROUGH: Darin Atteberry, City Manager
Jeff Mihelich, Deputy City Manager
FROM: Kevin R. Gertig, Utilities Executive Director
DATE: June 27, 2019
RE: American Public Power Association (APPA) – Time-of-Day (TOD) Rates Recognition
Fort Collins Utilities was recognized in a recent publication by APPA titled Leadership in Rate Design.
The publication is a series of essays that present perspectives from thought leaders in rate design,
supplemented by examples, of how public power utilities are reshaping their rate design strategies to keep
up with the changing times and technologies. The link to the entire publication is at
https://www.publicpower.org/resource/leadership-rate-design. The essay in which Fort Collins was
mentioned, authored by Jim Lazar, Senior Advisor, Regulatory Assistance Project, is titled Implementing
the Three Principles of Smart Rate Design and attached for your information.
I want to highlight that, on page 22 of the article, Fort Collins Utilities was recognized as highlighted
below. In addition, many organizations are reaching out to Fort Collins to understand our
communications and outreach campaign tactics.
“The public power utility of Fort Collins, Colorado, has been a national leader in innovative technology
and pricing. It has what we consider the most creative and effective rate design in the U.S. today."
Utilities staff plans to present to City Council the results of the time-of-day rates (TOD) in the first
quarter of 2020. This will allow Council to review the results of the TOD pilot compared to the results
after one full year of implementation.
The American Public Power Association (APPA) is the service organization for the more than
2,000 U.S. community-owned electric utilities that serve more than 47 million Americans. APPA was
created in September 1940 to represent the common interests of these utilities.
Randy Reuscher, Fort Collins Utility Rate Analyst, will present this rate design at the APPA Fall
Business and Financial Conference this September in Minneapolis.
CC: Lance Smith, Utilities Strategic Finance Director
Lisa Rosintoski, Deputy Director, Customer Connections
Attachment
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
LEADERSHIP IN RATE DESIGN
17
Implementing the
Three Principles of
Smart Rate Design
BY JIM LAZAR, SENIOR ADVISOR,
REGULATORY ASSISTANCE PROJECT
T he Regulatory Assistance Project is a global nonprofit
nongovernmental organization that works with utility
regulators and policymakers in the transition to a clean
and reliable power future. RAP sets out three guiding
principles for smart rate design in its handbook for rate analysts and
utility oversight bodies:i
1. Customers should be able to connect to the grid for no more
than the cost of connecting to the grid.
2. Customers should pay for grid services and power supply costs
based on how much power they use and when they use it.
3. Customers supplying power or grid services to the utility should
receive full and fair compensation, no more and no less.
What do these principles mean in practice?
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
PUBLIC POWER / MAY – JUNE, 2019
18
Customer-specific
costs only
Customers should be able to connect
to the grid for no more than the cost of
connecting to the grid.
The first principle of smart rate design
tells us that customers should be able to
connect to the grid for no more than the
customer-specific costs of connection —
up to, but not including, any components
of the system that serve multiple cus-
tomers. This usually includes the service
drop to their home or business, plus the
costs of metering and billing. On typical
urban/suburban power systems, shared
distribution system components such
as poles, conductors, and transformers
generally should not be included in the
monthly fixed charge, as these costs will
not change if the number of customers
changes unless their combined usage
changes.
The resulting analysis generally pro-
duces a per-month cost of about $5 for
typical municipal utilities billing water, sew-
er, and other services on a single bill. It can
run up to $10 per month for utilities billing
for a single service, because the costs
of billing and collection are not spread
across multiple services. A cost study that
produces customer costs above this level
likely includes shared distribution costs, in
violation of the first principle of smart rate
design.
Volume and time of use
Customers should pay for grid services
and power supply costs based on how
much power they use and when they
use it.
The second principle of smart rate design
tells us that rates should recover costs
based on the volume of usage, differenti-
ated by season, usage level, and time of
use (where advanced metering is in place).
Seasonal rates and time-of-use rates di-
rectly concentrate cost recovery on users
during high-cost periods.
Inclining block rates approximate the
effect of TOU rates, because high-use
customers tend to be electric heating and
cooling users, and these end-uses are
concentrated in the high-cost periods for
most utilities.ii Inclining block rates are a
good second-best solution where ad-
vanced metering is not in place. In addi-
tion, many utilities use inclining block rates
to allocate a limited low-cost resource,
such as hydro, equitably to all customers.
LEADERSHIP IN RATE DESIGN
19
From Principles
to Practice
Many consumer-owned and inves-
tor-owned utilities have rates that reflect
these principles. We share examples of
several public power utilities scattered
across the United States that have imple-
mented rates consistent with the three
smart rate design principles. Each of these
utilities has done so in a manner appropri-
ate to local circumstances. In a few cases,
we have simplified the tariff rates to help
understand the principles we are illustrat-
ing.
Inclining block rates
An inclining block rate is a simple rate
that does not require advanced metering.
A higher rate is imposed on higher levels
of usage, recognizing a well-understood
(but not perfect) relationship between high
levels of usage and high levels of peak
orientation of loads, and between low lev-
els of usage and closely-spaced dwelling
units (apartments and multiplex units).
All residential customers have lights and
appliances, typically consuming 200–400
kilowatt-hours per month. On a system-
wide basis, these are highly diversified
year-round loads, with load factors as high
as 70%–80%. As a result, the first block of
usage is relatively cheap to serve. Water
heating is a year-round load, averaging
about 300 kWh/month, but is concen-
trated in the morning and evening hours,
when most utilities experience higher de-
mand. Space heating and cooling, typically
reflected in usage above 700 kWh/month,
is both seasonal and peak oriented for
winter-peaking utilities (heating) and sum-
mer-peaking utilities (air-conditioning). This
leads to less efficient use of utility genera-
tion, transmission, and distribution capac-
ity, for which some costs are incurred all
year, but some of the investment is only
needed for peak periods.
Apartments tend to have few residents
per unit, but multiple units served by a
single connection to grid. This reduces the
cost per customer of distribution service.
While some utilities reflect this lower cost
of service in a separate (lower) rate for
apartments, an inclining block rate design
provides a similar benefit without the need
for a separate rate.
With just this information, we can de-
velop an inclining block based on a typical
commercial demand charge rate. Com-
mercial customers typically pay a separate
PUBLIC POWER / MAY – JUNE, 2019
20
City of Palo Alto
Palo Alto is a California utility that provides
both electricity and natural gas (plus water
and sewer) through an efficient combina-
tion of services. As it bills multiple utility
services together and its customer billing
costs are low for each service, it has elect-
ed to have no fixed monthly charge for
electricity.
Palo Alto
Customer Charge None
Minimum Bill $9.12
First 330 kWh $0.129
Over 330 kWh $0.193
Burlington Eelectric Department
Burlington Electric Department in Vermont
serves the largest urbanized area in an oth-
erwise rural state. It has a historical alloca-
tion of low-cost hydropower from projects
built a century ago and gets much of the
rest of its power in the relatively expensive
New England ISO market. The rate design
recognizes a per-customer allocation of
the low-cost hydropower.
Customer Charge $8.21
First 100 kWh $0.118
Over 100 kWh $0.157
Rates that vary by
customer connection size
A few utilities have explicitly recognized
that small and multi-family dwellings are
less expensive to serve than larger homes.
For small and multi-family homes, more
customers are served per service connec-
tion line, and line transformers are sized
based on an estimate of diversified load
rather than the customer-specific load that
drives rural and ex-urban system design.
We use the example of Burbank, California.
Burbank Water and Power
Burbank is a small utility in the Los An-
geles area. Half of its customers live in
multi-family dwelling units. Many live in
large, single-family homes with central air
conditioning, swimming pools, and other
high-usage electric appliances.
Burbank Water and Power
Customer Charge $8.61
Service Size Charge 100 Amp $1.36
200 Amp $2.73
Over 200 Amp $8.19
First 300 kWh $0.112
Over 300 kWh $0.163
TOU rates are particularly
attractive to customers with energy
storage capabilities. Electric water
heaters on timer control or active
utility control are common.
LEADERSHIP IN RATE DESIGN
21
Rates for compensating
solar customers
Many utilities are seeing an increasing
numbers of customers install residential
and small business solar photovoltaic
systems. Most of these utilities are offering
simple net metering, an infant industry
approach that works well up to about
5% penetration, as the impacts on oth-
er customers are very small. Once solar
becomes common, a more cost-based
solution might be appropriate.
Austin Energy
Austin Energy has been a leader in solar
compensation, with an innovative “value of
solar” approach that has been adopted in
other states.
The VOS method carefully evaluates all
components of the benefits to the society
that solar produces, not just the short-term
benefits to the utility. These benefits in-
clude generation, transmission, and distri-
bution capacity; energy costs; and appro-
Time-of-use rates
Increasingly, utilities can measure cus-
tomer usage by time period and can apply
TOU rates to reflect generation, trans-
mission, and distribution costs that are
properly assigned to on-peak, mid-peak,
and off-peak usage rather than the less
accurate demand and energy classification
methods commonly used in rate studies in
the previous century. While many utilities
offer optional TOU rates, only a few have
moved all customers to a default or man-
datory TOU rate form, but that is changing.
TOU rates are particularly attractive to
customers with energy storage capabilities.
Electric water heaters on timer control or
active utility control are common. Electric
vehicle owners can easily control when
they charge their vehicles, and some utili-
ties offer rates tailored to EV owners.
Tallahassee, Florida
Tallahassee has a simple, flat default rate
design and a relatively simple optional
TOU rate.
Tallahassee
Standard Rate
Customer Charge $7.77
All Energy $0.101
Optional TOU Rate
Customer Charge $7.77
Off-Peak Energy $0.056
On-Peak Energy $0.213
One negative aspect of the Tallahassee
rate is that the on-peak period runs from 7
a.m. to 7 p.m. This very long interval limits
PUBLIC POWER / MAY – JUNE, 2019
22
Implementing All
Three Smart Rate
Design Principles
The public power utility of Fort Collins,
Colorado, has been a national leader in
innovative technology and pricing. It has
what we consider the most creative and
effective rate design in the U.S. today.
Fort Collins
Fort Collins recently concluded a multi-
year pilot program and deployed universal
TOU rates for residential customers. A
“tier charge” on all usage over 700 kWh/
month retains the effect of an inclining
block rate within the framework of a TOU
rate (electric heat customers pay a slightly
higher base rate and are exempt from the
tier charge). This rate design applies all
three smart rate design principles, with the
following characteristics:
l A customer charge that recovers only
customer-specific costs (i.e., a custom-
er can connect to the grid for no more
than the cost of connecting to the grid).
l All other costs are in a TOU rate (i.e., all
network and power supply costs are
recovered on the basis of how much a
customer uses, and when the customer
uses it).
l Customers with on-site solar pay the
standard rate for power consumed but
get a slightly different credit than the re-
tail rate for power delivered to the utility
(i.e., customers supplying power to the
grid are fully and fairly compensated).
Among the many good features of the
Fort Collins rate are the narrow periods in
which the on-peak rates apply — only five
hours per day in summer and four hours
per day in the non-summer months. Cus-
tomers can more easily shift loads such as
laundry, dishes, and water heating into the
low-cost hours when the on-peak period is
relatively short.
The Fort Collins off-peak rate, under
$0.07/kWh, provides electric vehicle
charging at the equivalent of less than
a dollar per gallon of gasoline. Coupled
with the Colorado and federal tax cred-
its for electric vehicles, an EV is no more
expensive to buy, and is much cheaper to
operate, than an equivalent new gaso-
line-powered vehicle in Fort Collins.
For customers with solar PV systems,
Fort Collins provides a rate credit for power
flowed to the utility that is also time-differ-
entiated and slightly lower than the retail
rate for utility power consumed by the
LEADERSHIP IN RATE DESIGN
23
Rates directed at
EV charging
While any TOU rate can provide lower-cost
energy for any load that can be controlled
in a limited time period, many public
utilities have gone a step further, offering a
specific rate for electric vehicle customers.
Some of these are “whole-house” rates,
which require an EV for eligibility, while
others are “second-meter” rates for the EV
charging load alone.
Burbank Water and Power
Burbank is planning to extend TOU rates
to all customers, but until that decision is
made by its board and the city council,
customers with EVs have access to a rate
that provides an attractive charging price.
The customer pays this rate for all usage
but must have an EV to qualify for the
rate. The key characteristic is the off-peak
rate that is about half of the standard rate.
Unlike standard rate customers, EV rate
customers are not subject to the higher
second-tier rate for usage over 300 kWh/
month (an EV typically uses 200–300
kWh/month by itself). The standard in-
clining block rate, without a TOU element,
would be a potential barrier to EV deploy-
ment.
The Burbank EV TOU rate has the same
fixed charge as other residential customers
and the same service-size charge. Only the
per-kWh rate is different.
At $0.08/kWh, Burbank’s off-peak EV
rate is equivalent to about a dollar per
gallon of gasoline.
Rates for small
commercial customers
Small non-residential customers generally
are served with rates that do not include
demand charges, and most would not
understand a separate demand charge.
This recognizes that individual small users
have somewhat erratic usage as major
appliances are turned on and off, but that
the class of customers, as a whole, has
fairly diverse and predictable usage. A
demand charge for this class of customers
would unfairly shift costs to customers
with intermittent usage who can share
system capacity with other customers with
complementary usage patterns. A TOU
energy charge is more equitable, ensuring
that customers with continuous usage in
high-cost periods pay a larger share of
system capacity costs.
We return to Burbank as an example of
a smart rate for small commercial custom-
PUBLIC POWER / MAY – JUNE, 2019
24
This rate is easy for customers to under-
stand. It incorporates most system capac-
ity costs into the on-peak and mid-peak
rates. The 2:1 ratio between on-peak and
off-peak prices provides these customers
a strong incentive to install ice-storage air
conditioning or other load-shifting technol-
ogy. The short three-hour on-peak period
provides customers a reasonable opportu-
nity to curtail load that can be deferred.
Rates for large
commercial customers
Large commercial customers such as su-
permarkets, big box stores, and large office
buildings have very diverse usage patterns.
Most have been served with three-part
rates for decades, with separately stat-
ed demand charges. In the past, these
demand charges have generally applied
to the customer’s highest demand when-
ever it occurs (called the non-coincident
demand).
Today, with wind, solar, storage and oth-
er options available to both the utility and
the customer, traditional non-coincident
demand rates make little sense. Neither
generation nor network distribution capac-
ity is planned or built based on non-coin-
cident peak demand. Typically, these large
customers have dedicated transformers
sized to their individual demand — but
nothing upstream of the final line trans-
former is.iv
A high demand charge provides com-
mercial customers an incentive to curtail
usage or add batteries to shave demand
charges in the customers’ highest-use
hours. But the customers’ highest-usage
hours may not occur during the same
hours that are most important for the grid.
The hotel chain Extended Stay-America
has installed battery systems at nearly all
of its California properties, providing cus-
tomer savings but not system savings.v
Sacramento Municipal Utility District
has taken a significant step toward mak-
ing rates for large commercial customers
reflect today’s cost realities. SMUD offers
these customers a clear set of signals on
how to modify their loads to minimize their
bills and help minimize system costs.
This rate imposes a “site infrastructure”
demand charge, based on the highest an-
nual usage, to fully recover the site-specif-
ic distribution capacity cost. But this charge
is less than $3 per kW per month, far lower
than most utility demand charges, reflect-
ing only local customer-specific infrastruc-
LEADERSHIP IN RATE DESIGN
25
Keeping Rates
Competitive
The most important lesson is that one
common rate design approach used by
some utilities to reflect “fixed” distribution
costs in fixed charges is NOT a part of
smart rate design. Most state utility regula-
tors have rejected cost allocation and rate
design methods that include shared dis-
tribution costs (poles, conductors, and line
transformers) in the category of “custom-
er-related” costs, and fixed charges for ma-
jor private electric utilities are in the $5–$10
per month range. The pioneering treatise
on rate design, James C. Bonbright’s
Principles of Public Utility Rates, rejected
including shared distribution costs in the
category of “consumer-related” costs.vi
Simply stated, there is no economic ba-
sis for recovery of fixed costs through fixed
charges. The smart rates discussed above
respect this economic principle.
Most business enterprises exist to
invest capital and employ labor and other
resources to produce products and ser-
vices that their customers purchase on a
volumetric basis. Whether this is farmers
growing broccoli, oil refineries produc-
ing gasoline, or supermarkets selling a
wide variety of products, the principle is
the same — fixed and variable costs are
recovered in the unit prices for the prod-
ucts sold. Competitive businesses do not
charge their customers a fixed fee to cover
any portion of their infrastructure costs.
If they did so, they would risk losing their
smaller-usage customers to competitors.
The same effect is being observed now
in the electric industry, where very small-
use electric customers are leaving the utili-
ty grid. As an example, pedestrian crossing
signals are increasingly solar-powered,
primarily to avoid electric utility fixed
charges that apply even to very small
loads. These signals are usually adjacent to
the grid serving schools, so there would be
no additional distribution system expansion
needed to serve them, but often, utility
rate design — imposing a fixed charge of
$10–$20 per month — makes it uneco-
nomical to connect to the grid.
Today, these off-grid solar systems are
economical for loads of a few kWh per
month. With declining costs for solar and
storage, they might soon be attractive for
customers using a few hundred kWh per
month. Utilities risk alienating and losing
millions of customers, and the associated
revenue, if they attempt to assign signifi-
cant portions of distribution system cost on
a per-customer basis.
One of the primary purposes for es-
tablishing utility regulation, including the
statutory obligation of governing boards of
consumer-owned utilities in most states, is
to prevent the exercise of monopoly power
in pricing. Utility prices should general-
ly not vary from the kinds of pricing that
would emerge under competition in com-
petitive industries. The smart rate design
principles meet this standard.
As the U.S. Supreme Court ruled in
the landmark Market Street Railway case,
“Even monopolies must sell their services
in a market where there is competition for
the consumer’s dollar and the price of a
commodity affects its demand and use.”viii
Smart utilities employing smart rate design
principles will not run afoul of this guid-
ance.
About the Author
Jim Lazar is an economist with more than 40
years of experience in electricity rate-making.
He has appeared as an expert before many
different regulatory and governing bodies.
He is the author of Smart Rate Design for a
Smart Future, Smart Non-Residential Rate
Design, and Distribution System Pricing with
Distributed Energy Resources, in addition
to many other utility resource planning and
pricing guidebooks.
i Lazar and Gonzalez, Smart Rate Design for A Smart
Future, Regulatory Assistance Project, 2015, available
for free download at: https://www.raponline.org/knowl-
edge-center/smart-rate-design-for-a-smart-future/
ii See Faruqui, A., “Inclining Towards Efficiency,” Public
Utilities Fortnightly, August 2008.
iii For a more detailed discussion of this opportunity and
options for fair compensation, see Hledik, R. and Lazar,
J., Distribution System Pricing With Distributed Energy
Resources, Lawrence Berkeley National Laboratory,
2016, and Linvill, Shenot, and Lazar, Designing Distrib-
uted Generation Tariffs Well, Regulatory Assistance
Project, 2013.
iv For a more detailed discussion of smart non-residen-
tial rates, see Linvill et. al., Smart Non-Residential Rate
Design, Regulatory Assistance Project, 2017, available
for free download at https://www.raponline.org/knowl-
edge-center/smart-non-residential-rate-design/
v See Extended Stay America to Deploy Stem Systems
Across 68 California Locations, at https://www.stem.
com/extended-stay-america-to-deploy-stem-sys-
tems-across-68-california-locations/ (accessed
1/21/2019)
vi Bonbright, Principles of Public Utility Rates, 1969, at
pp. 347-349
vii Photo by Dave Dugdale: Solar Powered School Traffic
Light at Flickr (Source), CC BY-SA 2.0, https://commons.
wikimedia.org/w/index.php?curid=49212163
viii Market St. Ry. Co. vs Railroad Commission of State of
California, 324 US 58, 1945.
Solar pedestrian crossing signalvii
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
ture costs. And it has a summer super-
on-peak charge to recover the cost of
additional peaking capacity that the utility
needs for summer afternoons. But all other
costs are properly built into the volumetric
TOU energy charges.
SMUD TOU-GS2 (500kW - 1,000 kW) Secondary Voltage
Customer Charge $/mo $109.05
Site Infrastructure $/kW/mo $2.88
Summer Non-Summer
Super Peak Demand $/kW $7.05 None
Energy Charge
Off-Peak $0.104 $0.082
Mid-Peak $0.136 $0.104
On-Peak
Summer 4-7 PM $0.197 $0.104
Today, with wind,
solar, storage,
and other options
available to both
the utility and the
customer, traditional
non-coincident
demand rates make
little sense.
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
ers:
Burbank Schedule C
Customer Charge
(single-phase) $9.78
Energy Charge
Off-Peak $0.127
Mid-Peak $0.158
On-Peak
Summer 4-7 PM $0.254
Burbank EV Rate
Customer Charge $8.61
Service Size Charge 100 Amp $1.36
200 Amp $2.73
Over 200 Amp $8.19
Energy Charge
Off-Peak $0.081
Mid-Peak $0.162
On-Peak $0.244
…small users have
somewhat erratic
usage as major
appliances are
turned on and off,
but that the class of
customers, as a whole,
has fairly diverse and
predictable usage.
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
customer. This reflects the unique usage
characteristics of solar customers.
Fort Collins Standard Residential Rate
Customer Charge $6.78
Summer Winter
Off-Peak $0.069 $0.067
On-Peak $0.241 $0.216
Tier Charge
(Over 700 kWh) + $.0194 / kWh
Fort Collins Solar Net Metering Rate Credits
Summer Winter
Off-Peak $(0.065) $(0.636)
On-Peak $(0.227) $(0.204)
5 PM
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DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
customers’ ability to shift load to respond.
Better TOU design limits the high-cost on-
peak rate to the minimum number of hours
needed.
priate environmental and social values. A
rolling five-year average is used to smooth
volatile values. The resulting VOS credit for
residential customers is $0.097, of which
less than one-third represents the variable
energy cost avoided by the utility.
Austin has an inclining block residen-
tial rate. Without the VOS approach, solar
customers would not see the benefit of
the low-cost initial blocks of power, as their
solar system might entirely displace these
purchases. Instead, Austin has a fixed price
that it pays for all solar generation, and
then it supplies all power used by the cus-
tomer under the inclining block rate. The
rate below shows the effect, after including
various rate adders:
Solar customers receive a VOS credit of
$0.097 per kWh for all output from their PV
systems. For customers with usage under
500 kWh/month, the solar credit more
than offsets the utility per-kWh rate, but
for larger users, the solar credit is only a
portion of the rate they pay for incremental
usage.
Austin Energy
Base Tariff Adders Effective Rate
Customer Charge $10.00
First 500 kWh $0.028 $0.049 $0.077
501 - 1000 kWh $0.058 $0.049 $0.107
1,001 - 1,500 kWh $0.078 $0.049 $0.127
1,501 - 2500 kWh $0.093 $0.049 $0.142
Over 2,500 kWh $0.108 $0.049 $0.157
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
Burbank has divided its rate into a
customer charge for billing, collection,
and customer service costs; a “service
size charge” for location-specific distri-
bution capacity (final line transformers
and the secondary service lines); and an
energy charge for all distribution network
and power supply costs. The service size
charge is tied to the customer electri-
cal panel capacity, recorded in the city’s
building records. The result is a rate that
recognizes the lower cost of service for
smaller customers and the higher cost
of service for larger users. The 100-amp
service panel is common for apartments;
most single-family homes have 200-amp
panels, and large homes sometimes have
400-amp panels. The utility also retains
an inclining block rate form reflecting
California’s long-standing commitment to
encouraging energy efficiency.
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
demand charge that recovers a portion of
the shared system costs needed to meet
peak demands.
Many utilities use inclining block rates —
in fact, this is the most common residen-
tial rate form globally. In India, Indonesia,
China, Mexico and many other countries,
inclining block rates have been in place
for decades. We see these from coast to
Commercial rate
Demand Charge $10 kW
Energy Charge $0.10 kWh
Residential
Rate Based on
Commercial Rate Usage Load Factor Demand Costs Energy Costs Total Rate
Lights and Appliances First 400 70% $0.020 $0.100 $0.120
Water Heat Next 300 40% $0.035 $0.100 $0.135
Space Conditioning >700 20% $0.069 $0.100 $0.169
coast in the U.S. for both consumer-owned
and investor-owned utilities. Three public
power utility examples follow.
Seattle City Light
Seattle City Light is a hydropower-rich util-
ity, with a winter-peaking residential load.
Power costs in the Western interconnec-
tion are highest in summer, and the utility
is nearly always a buyer or seller in this
market. Its rate design reflects the limited
hydro and seasonal cost structure.
Seattle City Light
Customer Charge $5.90
First 300 kWh summer $0.097
First 480 kWh winter $0.097
Additional Usage $0.142
Seattle also has a slightly higher rate
that applies to service outside the city
limits, reflecting the higher cost of ser-
vice in suburban areas. This addresses a
common element of utility rates: urban
and multi-family customers, whose cost
of service is lower, paying the same rates
as single-family and ex-urban customers
for whom the cost of service is higher. The
inclining block rate in Seattle primarily ben-
efits apartments, and the separate, higher
suburban rate benefits urban consumers.
Example inclining block rate
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF
Full and fair
compensation
Customers supplying power or grid
services to the utility should receive full
and fair compensation; no more and no
less.
The third principle of smart rate design
recognizes that many customers are now
providing power and other grid services
back to utilities. This began with solar pho-
tovoltaic systems and demand response
providing surplus energy and peak load
reduction. Today’s customers — with smart
inverters, smart electric vehicle char-
gers, and customer-side batteries — may
provide a wider range of ancillary services,
such as voltage support and frequency
regulation. These system benefits are
increasingly recognized by value-based
compensation frameworks.iii
Many utilities use
inclining block rates —
in fact, this is the most
common residential
rate form globally.
In India, Indonesia,
China, Mexico and
many other countries,
inclining block rates
have been in place for
decades.
DocuSign Envelope ID: E5ADDDA5-8E4F-4056-BA16-3BDE920355AF