EL14-106 - In the Matter of the Application of NorthWestern Corporation dba NorthWestern Energy for Authority to Increase Its Electric Rates
Date Filed: 12/19/14 ♦ Intervention Date: 02/06/15 ♦
Date of Notice of Filing: 12/24/14 ♦ Docket Closed: 12/11/15
Docket Reopened: 09/10/18
♦ Docket Reclosed: 09/26/18
Docket Reopened: 11/20/18
♦ Intervention Date: 12/07/18
Date of Notice of Filing: 11/21/18 ♦ Docket Reclosed: 12/19/18
Docket Reopened: 03/23/20 ♦ Docket Reclosed: 04/02/20
Agendas:
March 31, 2020, Agenda of Commission Meeting
December 11, 2018, Agenda of Commission Meeting
September 18, 2018, Agenda of Commission Meeting
October 29, 2015, Agenda of Commission Meeting
March 31, 2015, Agenda of Commission Meeting
March 2, 2015, Revised Agenda of Commission Meeting
January 6, 2015, Agenda of Commission Meeting
Minutes:
Minutes of March 31, 2020, Commission Meeting
Minutes of December 11, 2018, Commission Meeting
Minutes of September 18, 2018, Commission Meeting
Minutes of October 29, 2015, Commission Meeting
Contact Precision Reporting to order a written transcript of the Commission Meeting, October 29, 2015 (EL14-106)
Minutes of March 31, 2015, Commission Meeting
Minutes of March 2, 2015, Commission Meeting
Minutes of January 6, 2015, Commission Meeting
Click For Comments and Responses
Public Hearing
Public Hearing on the Application on Thursday, May 14, 2015, at 7:00 p.m., Best Western Kelly Inn, Meeting Room C-D, 1607 E. Hwy 50, Yankton, S.D.- 04/02/15 - Order Granting Petition to Hold a Public Hearing
- PUC News Release: PUC to hear public comments in Yankton about NorthWestern Energy’s proposed electric rate increase
- Sign In Sheet
- Sign In Sheet Confidential (not available to the public)
- Recording
- Presentation
- 01/08/15 - Order Assessing Filing Fee and Suspending Operation of Proposed Rates
- 03/03/15 - Order Granting Intervention (Toshiba America Business Solutions, Inc., Trail King Industries, Inc., and Redfield Energy, LLC (Industrial lntervenors) and Wal-Mart Stores, Inc.)
- 04/02/15 - Order Granting Petition to Hold a Public Hearing
- 06/26/15 - Scheduling Order
- 09/10/15 - Order Amending Scheduling Order
- 10/23/15 - Order Canceling Hearing
- 11/04/15 - Order Granting Joint Motion for Approval of Revised Settlement Stipulation; Order Approving Interim Refund Plan
- 09/26/18 - Order Granting Joint Motion for Approval of Amendment to Revised Settlement Stipulation
- 12/19/18 - Order Granting Request to Deviate From Settlement Stipulation
- 04/02/20 - Order Granting Request for an Extension of Filing Date Of 2020 Economic Development Budget and 2019 Expense Reports
- 12/19/14 - NorthWestern Energy's Application
- Volume 1
- Section 1
- Section 2
- Section 3
- Section 4
- Summary Explanation of Statements and Schedules
- Statement A - Balance Sheet
- Statement B - Income Statement
- Statement C - Earned Surplus Statement
- Statement D - Cost of Plant
- Schedule D-1 - Detailed Plant Accounts
- Schedule D-2 - Plant Addition and Retirement for Test Period
- Schedule D-3 - Working Papers Showing Plant Accounts on Average Basis for Test Period
- Schedule D-4 - Plant Account Working Papers for Previous Years
- Schedule D-5 - Working Papers on Capitalizing Interest and Other Overheads During Construction
- Schedule D-6 - Changes in Intangible Plant Working Papers
- Schedule D-7 - Working Papers on Plant in Service Not Used and Useful
- Schedule D-8 - Property Records Working Papers
- Schedule D-9 - Working Papers for Plant Acquired for Which Regulatory Approval has not been Obtained
- Schedule D-10 - Working Papers on Projects that are Anticipated to be Completed Prior to the Rates in this Docket going into Effect
- Statement E - Accumulated Depreciation
- Statement F - Working Capital
- Statement G
- Rate of Return
- Debt Capital
- Preferred Stock Capital
- Common Stock Capital
- Statement H - Operating and Maintenance Expenses and Schedule H-1 - Adjustments to Operating and Maintenance Expenses
- Schedule H-2 - Cost of Power and Gas
- Schedule H-3 - Working Papers for Listed Expense Accounts
- Schedule H-4 - Working Papers for Interdepartmental Transactions
- Schedule H-5 - Field Inventory Adjustment
- Schedule H-6 - Southwest Power Pool Adjustment
- Schedule H-7 - Bad Debt Adjustment
- Schedule H-8 - Spousal Travel on Aircraft Adjustment
- Schedule H-9 - Outside Consulting Related to Rate Case
- Schedule H-10 - Various Revenue Adjustments
- Schedule H-11 - Lobbying Adjustment
- Schedule H-12 - Interest Synchronization
- Schedule H-13 - Carrying Charges Adjustment
- Statement I - Operating Revenues
- Statement J - Depreciation Expense
- Statement K - Income Taxes
- Schedule K-1 - Working Papers for Federal Income Taxes
- Schedule K-2 - Differences in Book and Tax Depreciation
- Schedule K-3 - Working Papers for Consolidated Federal Income Tax
- Schedule K-4 - Working Papers for an Allowance for Current Tax Greater than Tax Calculated at Consolidated Rate
- Schedule K-5 - Working Papers for Claimed Allowances for State Income Taxes
- Statement L - Other Taxes
- Statement M - Overall Cost of Service
- Statement N - Allocated Cost of Service
- Statement O - Comparison of Cost of Service
- Schedule O-1 - Summary
- Schedule O-2 - Residential
- Schedule O-3 - Irrigation
- Schedule O-4 - General Service
- Schedule O-5 - Commercial Water Heating
- Schedule O-6 - Commercial Space Heating & Cooling
- Schedule O-7 - All Inclusive Commercial
- Schedule O-8 - Commercial & Industrial
- Schedule O-9 - Large Commercial & Industrial
- Schedule O-10 - Municipal
- Schedule O-11 - Controlled Off Peak
- Statement P - Fuel Cost Adjustment Factor
- Statement P - Fuel Cost Adjustment Factor Confidential (not available to the public)
- Statement Q - Description of Utility Operations
- Statement R - Purchases from Affiliated Companies
- Volume 2
- Robert C. Rowe's Prefiled Direct Testimony
- Brian B. Bird's Prefiled Direct Testimony
- Exhibit__BBB-1 - Capital Structure Calculation
- Exhibit__BBB-2 - National Average Authorized Return on Equity
- Exhibit__BBB-3 - RRA Report on Major Rate Case Decisions - January to September 2014 dated October 10, 2014
- Exhibit__BBB-3 - RRA Report on Major Rate Case Decisions - January to September 2014 dated October 10, 2014 Confidential (not available to the public) will be mailed to the PUC
- Adrien M. McKenzie's Prefiled Direct Testimony
- Exhibit__AMM-1 - Qualifications of Adrien M. McKenzie
- Exhibit__AMM-2 - ROE Analyses – Summary of Results
- Exhibit__AMM-3 - Capital Structure
- Exhibit__AMM-4 - DCF Model - Electric Group
- Exhibit__AMM-5 - Sustainable Growth Rate - Electric Group
- Exhibit__AMM-6 - Empirical CAPM - Electric Group
- Exhibit__AMM-7 - Utility Risk Premium
- Exhibit__AMM-8 - CAPM - Electric Group
- Exhibit__AMM-9 - Expected Earnings Approach
- Exhibit__AMM-10 - DCF Model - Non-Utility Group
- Exhibit__AMM-11 - DCF Model - Non-Utility Group
- Kendall G. Kliewer's Prefiled Direct Testimony
- Dr. Ronald E. White's Prefiled Direct Testimony
- Jeffrey J. Decker's Prefiled Direct Testimony
- Gary L. Goble's Prefiled Direct Testimony
- Dennis L. Wagner's Prefiled Direct Testimony
- Bleau J. LaFave's Prefiled Direct Testimony
- Michael R. Cashell's Prefiled Direct Testimony
- Bobbi L. Schroeppel's Prefiled Direct Testimony
- Michael W. Sydow's Prefiled Direct Testimony
- Volume 1
- 02/06/15 - Petition to Intervene by Toshiba America Business Solutions, Inc.; Trail King Industries, Inc., and Redfield Energy, LLC
- 02/06/15 - Wal-Mart Stores, Inc. Petition to Intervene
- 02/06/15 - NorthWestern Energy's Letter regarding Notice of Entry
- 03/20/15 - Angela Wiebelhaus' Letter regarding Petition
- 04/15/15 - PUC's Letter to Petitioners regarding Notice of Public Hearing
- 04/21/15 - Allen Smith's Return Envelope
- 05/19/15 - Notice of Appearance (David C. Stoos)
- 05/29/15 - Notice of Intent to Implement Interim Rates
- 06/26/15 - NorthWestern Energy's Letter regarding Interim Rate Tariff Pages
- 07/01/15 - NorthWestern Energy's Letter regarding Revised Interim Rate Tariff Pages
- 09/02/15 - NorthWestern Energy's Letter requesting a Suspension of the Procedural Schedule Issued on June 26, 2015
- 09/09/15 - Wal-Mart Stores' Consent to Change in Procedural Schedule
- 09/09/15 - Toshiba American Business Solutions, Inc., Trail King Industries, Inc. and Redfield Energy, LLC's Consent to Change in Procedural Schedule
- 09/23/15 - Industrial Intervenors' Letter requesting a Suspension of the Amended Procedural Schedule Issued on September 10, 2015
- 09/24/15 - NorthWestern Energy and PUC Staff's Joint Motion for Approval of Settlement Stipulation
- 09/25/15 - Wal-Mart Stores, Inc.'s Consent to Change in Procedural Schedule
- 09/30/15 - Toshiba America Business Solutions, Inc., Trail King Industries, Inc., and Redfield Energy, LLC's Letter regarding Settlement Stipulation in this Docket
- 10/01/15 - Wal-Mart Stores, Inc.'s Letter regarding Settlement Stipulation in this Docket
- 10/16/15 - NorthWestern Energy, PUC Staff, Wal-Mart Stores, Inc., and Industrial Intervenors consisting of Toshiba America Business Solutions, Inc., Trail King Industries, Inc., and Redfield Energy, LLC's Joint Motion for Approval of Revised Settlement Stipulation
- 10/16/15 - PUC Staff Memorandum Supporting Revised Settlement Stipulation (Public)
- PUC Staff Memorandum Supporting Revised Settlement Stipulation Confidential (not available to the public)
- Revenue Requirement
- Exhibit___(PJS-1) Schedule 1 – SD Electric Revenue Requirement
- Exhibit___(PJS-1) Schedule 2 – SD Electric Operating Income Statement Summary
- Exhibit___(PJS-1) Schedule 3 – SD Electric Operating Income Statement with Known and Measurable Adjustments
- Exhibit___(PJS-2) Schedule 1 – SD Electric Rate Base Summary
- Exhibit___(PJS-2) Schedule 2 – SD Electric Rate Base with Known and Measurable Adjustments
- Exhibit___(PJS-3) Schedule 1 – Cash Working Capital
- Exhibit___(PJS-3) Schedule 2 – Advanced Tax Collections
- Exhibit___(PJS-3) Schedule 3 – Working Capital Updates
- Exhibit___(PJS-3) Schedule 4 – Interest Synchronization
- Exhibit___(PJS-3) Schedule 5 – Bad Debt Expense
- Exhibit___(PJS-3) Schedule 6 – Labor Expense
- Exhibit___(PJS-3) Schedule 7 – Payroll Taxes
- Exhibit___(PJS-3) Schedule 8 – 401K Expense
- Exhibit___(BAM-1) – Normalizing Plant Additions/Retirements During Test Year
- Exhibit___(BAM-2) – Post Test Year Plant Additions/Retirements
- Exhibit___(BAM-3) – Basin/MRES Capacity (Public)
- Exhibit___(BAM-3) – Basin/MRES Capacity Confidential (not available to the public)
- Exhibit___(BAM-4) – SouthWest Power Pool O&M Adjustment (Public)
- Exhibit___(BAM-4) – SouthWest Power Pool O&M Adjustment Confidential (not available to the public)
Exhibit___(BAM-5) – Beethoven Wind- 10/27/15 - Revised Exhibit___(BAM-5) – Beethoven Wind
- Exhibit___(BAM-6) – Net Impact of Rate Increase
- Exhibit___(BLC-1) Schedule 1 – Cost of Capital (Public)
- Exhibit___(BLC-1) Schedule 1 – Cost of Capital Confidential (not available to the public)
- Exhibit___(EJP-1) Schedule 1 – Rate Case Expense Adjustment
- Exhibit___(EJP-1) Schedule 2 – Economic Development Adjustment
- Exhibit___(EJP-1) Schedule 3 – Association Dues Expense Adjustment
- Exhibit___(EJP-1) Schedule 4 – Miscellaneous Expenses Adjustment
- Exhibit___(EJP-1) Schedule 5 – Severance Expense Adjustment
- Exhibit___(EJP-1) Schedule 6 – Claims & Injury Compensation Adjustment
- Exhibit___(EJP-1) Schedule 7 – Miscellaneous Revenues Adjustment
- Exhibit___(EJP-1) Schedule 8 – Field Inventory Adjustment
- Exhibit___(EJP-1) Schedule 9 – Booked to Billed Revenue Adjustment
- Exhibit___(JMR-1) Schedule 1 – Vegetation Management Expense Adjustment
- Exhibit___(JMR-1) Schedule 2 – Storm Damage Expense Adjustment
- Exhibit___(JMR-1) Schedule 3 – Advertising Expense Adjustment
- Exhibit___(JMR-1) Schedule 4 – Lobbying Adjustment
- Exhibit___(JMR-1) Schedule 5 – Aviation/Spousal Travel Adjustment
- Rate Design
- Exhibit___(EJP-2) Schedule 1 - Rate Design by Customer Class
- Exhibit___(EJP-2) Schedule 2-1 - Residential Rate Schedules
- Exhibit___(EJP-2) Schedule 2-2 – Irrigation Rate Schedules
- Exhibit___(EJP-2) Schedule 2-3 – Commercial Rate Schedules
- Exhibit___(EJP-2) Schedule 2-4 – Commercial & Industrial Rate Schedules
- Exhibit___(EJP-2) Schedule 2-5 – Municipal Rate Schedules
- Exhibit___(EJP-2) Schedule 2-6 – Lighting Rate 19
- Exhibit___(EJP-2) Schedule 2-7 – Lighting Rate 56
- Exhibit___(EJP-2) Schedule 3 - Residential Service Bill Comparison
- 10/26/15 - NorthWestern Energy's Notice of Change
- 10/27/15 - NorthWestern Energy's Customer Notice Electric Rate Increase
- 10/27/15 - Revised Exhibit___(BAM-5) – Beethoven Wind
- 12/11/15 - Docket Closed
- 12/17/15 - NorthWestern Energy's Letter Regarding Final Tariff Pages
- 12/22/15 - NorthWestern Energy's Letter Regarding Revised Final Tariff Pages
- 09/10/18 - Joint Motion for Approval of Amendment to Revised Settlement Stipulation (NorthWestern Corporation dba NorthWestern Energy, South Dakota Public Utilities Commission Staff, Toshiba America Business Solutions, Inc., Trail King Industries, Inc., Redfield Energy, LLC, and Wal-Mart Stores, Inc.)
- 09/26/18 - Docket Reclosed
- 11/20/18 - NorthWestern Energy's Request Regarding Beethoven Adjustments and Certificate of Service
- 12/19/18 - Docket Reclosed
- 03/23/20 - NorthWestern Energy’s Letter Requesting to Delay Filing Date for 2020 Economic Development Budget and 2019 Expense Reports
- 04/02/20 - Docket Reclosed