EL23-016 - In the Matter of the Application of NorthWestern Corporation dba NorthWestern Energy for Authority to Increase Its Electric Rates
Date Filed: 06/15/23 ♦ Intervention Date: 08/11/23
Date of Notice of Filing: 06/22/23 ♦ Docket Closed: 01/17/24
Agendas:
July 11, 2023, Agenda of Commission Meeting
January 9, 2024, Agenda of Commission Meeting
Minutes:
Minutes of the July 11, 2023 Commission Meeting
Minutes of the January 9, 2024 Commission Meeting
Click For Comments and Responses
Orders:- 07/12/23 - Order Suspending Operation of Proposed Rates; Order Assessing Filing Fee; Order Authorizing Consulting Contracts
- 01/10/24 - Order Granting Joint Motion for Approval of Settlement Stipulation
- 01/17/24 - Amended Order Granting Joint Motion for Approval of Settlement Stipulation
- 06/15/23 - NorthWestern Corporation dba NorthWestern Energy dba NorthWestern Energy's Application
- Volume 1 Contents
- Section 1
- Section 2
- Section 3
- Section 4
- Statement A - Balance Sheet
- Statement B - Income Statement
- Statement C - Retained Earnings
- 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-1 - Detailed plant accounts
- Statement E - Accumulated Depreciation
- Schedule E-1 - Working papers on recorded changes to accumulated depreciation
- Schedule E-2 - Working papers on depreciation and amortization method
- Schedule E-3 - Working papers on allocation of overall accounts
- 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-2 - Cost of power and gas Confidential (not available to the public)
- Schedule H-3 - Working papers for listed expense accounts
- Schedule H-4 - Working papers for interdepartmental transactions
- Schedule H-5 - Labor, payroll taxes and 401K adjustment
- Schedule H-6 - BGGS O&M adjustment
- Schedule H-7 - Bad debt adjustment
- Schedule H-8 - Aircraft adjustment
- Schedule H-9 – Rate case expense
- Schedule H-10 - Incentive adjustments
- Schedule H-11 - Claims adjustment
- Schedule H-12 - Interest synchronization
- Schedule H-13 - Carrying charges adjustment
- Schedule H-14 - Storms adjustment
- Schedule H-15 - Vegetation Management adjustment
- Schedule H-2 - Cost of power and gas
- 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
- Schedule K-1 - Working papers for federal income taxes
- Statement L - Other Taxes
- Statement M - Overall Cost of Service
- Statement N - Allocated Cost of Service - Adjusted
- Statement N - Allocated Cost of Service - Per Books
- 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
- Schedule O-12 – Point to Point Distribution Only Rate 38
- Statement P - Fuel Cost Adjustment Factor
- Statement P - Fuel Cost Adjustment Factor Confidential (not available to the public)
- Schedule P-1 – Yankton Sioux Tribe Discount Program
- Schedule P-1 – Yankton Sioux Tribe Discount Program Confidential (not available to the public)
- Schedule P-1 – Yankton Sioux Tribe Discount Program Confidential (not available to the public)
- Schedule P-1 – Yankton Sioux Tribe Discount Program
- 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
- Brian B. Bird's Prefiled Direct Testimony
- Crystal D. Lail's Prefiled Direct Testimony
- Adrien M. McKenzie's Prefiled Direct Testimony
- Exhibit__AMM-1 - Qualifications of Adrien M. McKenzie
- Exhibit__AMM-2 - Summary of Results
- Exhibit__AMM-3 - Capital Structure
- Exhibit__AMM-4 - Regulatory Mechanisms
- Exhibit__AMM-5 - DCF Model – Utility Group
- Exhibit__AMM-6 -BR & SV Growth Rate
- Exhibit__AMM-7 - CAPM – Utility Group
- Exhibit__AMM-8 - Empirical CAPM – Utility Group
- Exhibit__AMM-9 - Risk Premium – Utility Group
- Exhibit__AMM-10 - Expected Earnings – Utility Group
- Exhibit__AMM-11 - Flotation Cost Study
- Exhibit__AMM-12 - DDCF Model – Non-Utility Group
- Jeffrey B. Berzina's Prefiled Direct Testimony
- Aaron J. Bjorkman's Prefiled Direct Testimony
- John J. Spanos' Prefiled Direct Testimony
- Jeffrey J. Decker's Prefiled Direct Testimony
- Paul M. Normand's Prefiled Direct Testimony
- Bleau J. LaFave's Prefiled Direct Testimony
- Bradley S. Wenande's Prefiled Direct Testimony
- Volume 1 Contents
- 07/10/23 - PUC Staff's First Set of Data Requests Certificate of Service
- 08/01/23 - PUC Staff's Second Set of Data Requests Certificate of Service
- 08/17/23 - PUC Staff’s Third Set of Data Requests Certificate of Service
- 08/23/23 - PUC Staff’s Fourth Set of Data Requests Certificate of Service
- 09/13/23 - PUC Staff’s Fifth Set of Data Requests Certificate of Service
- 10/04/23 - PUC Staff’s Sixth Set of Data Requests Certificate of Service
- 10/20/23 - PUC Staff’s Seventh Set of Data Requests Certificate of Service
- 12/20/23 - NorthWestern Corporation dba NorthWestern Energy dba NorthWestern Energy and PUC Staff's Joint Motion for Approval of Settlement Stipulation
- 12/20/23 - PUC Staff Memorandum Supporting Settlement Stipulation (Public)
- PUC Staff Memorandum Supporting Settlement Stipulation Confidential (not available to the public)
- Attachment A - Summary of Revenue Requirement Issues
- 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) - Bad Debt Expense Adjustment
- Exhibit__(PJS-4) - Interest Synchronization Adjustment
- Exhibit__(PJS-5) - Cash Working Capital Adjustment
- Exhibit__(PJS-6) - Advanced Tax Collections Adjustment
- Exhibit__(PJS-7) - Working Capital Updates Adjustment
- Exhibit__(BLC-1) Schedule 1 - Cost of Capital (Public)
- Exhibit__(BLC-1) Schedule 1 - Cost of Capital Confidential (not available to the public)
- Exhibit__(JG-1) - Depreciation for New Rates Adjustment
- Exhibit__(BAM-1) - Association Dues Expense Adjustment
- Exhibit__(BAM-2) - Claims & Injury Compensation Adjustment
- Exhibit__(BAM-3) - Vegetation Management Expense Adjustment
- Exhibit__(BAM-4) - Steam Power Maintenance Adjustment
- Exhibit__(BAM-5) - NERC Relay Substation Testing Expense Normalization Adjustment
- Exhibit__(EJP-1) Schedule 1 - Rate Case Expense Adjustment
- Exhibit__(EJP-1) Schedule 2 - Advertising Adjustment
- Exhibit__(EJP-1) Schedule 3 - General Advertising Adjustment
- Exhibit__(EJP-1) Schedule 4 - Post Test Year Additions/Retirements Adjustment
- Exhibit__(EJP-1) Schedule 5 - Remove Huron 1 Adjustment
- Exhibit__(EJP-1) Schedule 6 - Normalizing Additions/Retirements During Test Year Adjustment
- Exhibit__(JMR-1) Schedule 1 - Labor Expense Adjustment
- Exhibit__(JMR-1) Schedule 2 - Payroll Taxes Adjustment
- Exhibit__(JMR-1) Schedule 3 - 401k Expense Adjustment
- Rate Design
- Exhibit__(BAM-6) Schedule 1 - Revenue Increase Comparison
- Exhibit__(BAM-6) Schedule 2 - Rate Design by Customer Class
- Exhibit__(BAM-6) Schedule 3-1 - Residential Rate Schedules
- Exhibit__(BAM-6) Schedule 3-2 - Irrigation Rate Schedules
- Exhibit__(BAM-6) Schedule 3-3 - Commercial Rate Schedules
- Exhibit__(BAM-6) Schedule 3-4 - Commercial & Industrial Rate Schedules
- Exhibit__(BAM-6) Schedule 3-5 - Municipal Rate Schedules
- Exhibit__(BAM-6) Schedule 3-6 - Reddy-Guard Lighting Rate Schedules
- Exhibit__(BAM-6) Schedule 3-7 - Highway, Street, & Area Lighting Rate Schedules
- Exhibit__(BAM-6) Schedule 3-8 - Point to Point Rate Schedule
- Exhibit__(BAM-6) Schedule 4 - Residential Service Bill Comparison
- 01/03/24 - NorthWestern Corporation dba NorthWestern Energy dba NorthWestern Energy's Filing regarding Settlement Stipulation Revised Exhibit 5
- 01/08/24 - NorthWestern Corporation dba NorthWestern Energy dba NorthWestern Energy's Filing regarding Revised Exhibit 2
- Revised Exhibit 2 - Phase in Rate Plan Rider (see 01/10/24 filing)
- 01/10/24 - NorthWestern Corporation dba NorthWestern Energy dba NorthWestern Energy's Filing regarding Revised Exhibit 2
- 01/16/24 - NorthWestern Corporation dba NorthWestern Energy's Letter regarding Revised Exhibit 4 (Partial)
- 01/17/24 - Docket Closed