ML19308B262

Applicant'S Initial Interrogatories & Request for Documents

ML19308B262
Person / Time
Site:	Oconee, Mcguire, McGuire
Issue date:	10/18/1972
From:	Avery G, Ross W, Watson K DUKE POWER CO., WALD, HARKRADER & ROSS
To:	US ATOMIC ENERGY COMMISSION (AEC)
Shared Package
ML19308B264	List: ML19308B262 ML19308B265
References
NUDOCS 7912180847
Download: ML19308B262 (50)

Text

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..o October 18, 1972 IDE:4TICAL PLEADI::GS LIEPl ALSO ADO?2SSED TO:

City of Lexington City of Monr'oe Town of Landis City of Shelb City of Albemarle Town of Drexel Town of Granite Fa.1.?s Town of Lincolnton City of Statesville Town of Cornelius e

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U::ITE*J STATUS OF AMERICA ATO:CC E;SRGY CO:*MISSIO:3 '.

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In.the Matter of )'

) Docket Nos. 50-269A, 50-270A DUKE PO*iER CO2'Pld;Y ) 50-287A .

(Oconee Units 1, 2 and 3 ) 50-369A, 50-370A ,

McGuirc Units 1 and 2) )

i APPLICid:T ' S I:2ITIAL INTERROGATORIES

, /J1D REQUEST FOR DOCUMENTS Duke Power Conpany (hereinaf ter " Applicant") pro- ,

pounds the attached Initial Interrogatories and Request for Documents to the City of High Point (hereinaf ter " municipality")

a with the request that the interrogatories be answered under oath _ . . _

and the documents requested be produced, both to be completed on or before the 13th day of December, 1972.

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Through negotiations between counsel, certain of the

! interrogatories and document requests have been modified from i'

their original form. Those provisions which have been modil

! fled are indicated in the attached document by the word

" REVISED" in the margin. In those ins tances , reference should be made to the document entitled " Modifications Agreed Upon by Applicant and Intervenors to Applicant's Initial Interrogatories and Request for Docunents" which is also attached.

WALD, HAR*-:RADER & ROSS Attorneys for Duke Power Cenpany 1320 Nineteenth Street, N. W.

Washington, D. C. ~ 20036 (202)-296-2121-BY:  ?

[gd h .- / By: / 47 ,eju

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Warfge: O Rc't r ,

Geor.ge A/ Avery .

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i Definitions and General Directions

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1. "Occu=cnt" means the original, any copy (regard-i 1

I less of origin) , and all draf ts of all *.tritings of every kind t

I i . in the possession, custody or control of the mun iic pality or 5

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' its electric system, including all drafts of correspendence,

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l memoranda, reports, financial reports, vouchers and other accounting records , notes , letters , telegrams , messages (in-

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cluding reports of telephone conversations and conferences) ,

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! studies (including, but not limited to , load ficw, engineering, 1

general economic and market studies) , analyses, comparisons,

-; books magazines , newspapers , boc%1e ts , circulars , bulletins ,

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notices, instructions, minutes and'other communications, in-1 cluding inter- and intra-office communications, transcripts, purchase orders, questionnaires and surveys, maps, charts, i

i graphs, electrical or geographic diagrams including these I

known in the trade as "one line diagrams", photographs, pheno-l graph or other recordings :a nd other data compilations frc 4 which information can be obtained.  ?

In all cases where docurents are requested, legible copies should be submitted.

Each document produced and answer hereto should d

i identify the Interr gatory number (and subparagraph, if any) to.which it is respcnsive and'should be arranged serially -

according to such 'ntr.ber.

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2. " Electric utility" and " utility" means any pri-vate corporation, cooperative or me.mbership corporation, muni- ,

I cipality, or any political subdivision, agency or i'nstrumen-tality of the Federal or any state or municipal government which owns or centrols facilities for the generation, trans-i mission or distribution of electrical power and energy, or i

which in the pact has done so.

3. " Coordination" and " coordinating" shall include, I but are not limited to, reserve sharing, econcmic dispatch or 1

i economic interchange , and pcoling of load- growth for joint or i

staggered additions of generating or transmiss ,n facilities.

.4. "Integratien" and " integrating" shall mean the coordination or coordinating of bulk power supply facilities by a single utility or by two or more utilities owned or con-trolled by a common entity or common financial interest.

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5. The account titles used herein shall be defined

as in the Uniform System of Accounts Prescribed for Public Utilities and Licen' sees (Class A and 3) . ~

l 4 6. In all cases where data are requested by years,

, indicate whether che information sis provided on a calender or fiscal year basis. Such basis shall be the usual accounting period used by the system. If data are provided on a fiscal year basis, state the day on which each fiscal year ended and provide data.through fiscal year 1972 if such fiscal year ended on or before August 31, 1972.

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7. Except waere otherrwise indicated, all data and other information requests pertain only to the municipality's clectric system, hc.:ever such system is designated.

8. In the event any document requested in these ~nterr: -

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atories is un availab le , specify in detail the reason therefor.

9. If any document requested is available, but is with-held by reascn of any assertion of privilege or other claim, descri e cach such document, including the name, address and position of the person preparing and receiving it, the form of the document, its title (if any) and the matter to which it relates . In addition, provide a brief statement of the grounds on which privilege er other claim is being asserted.

In any case where a refusal to respond to an Interrog-atory is based on an assertion of crivilec.e or other claim r .crovide .

a brief s tatement of the circums tances involved, the name and address of ,an 1 cerson concerned and the grounds on which privilec.e or other claim is being asserted.

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10. Answers to Interrogatories referring to documents shall include all documents relating to the time period specified in each aa ; a r.e..n. a"^

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11. If anv. c.uestion is inapplicable , so state and provide 1 t

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4 on=1 4ms' g_73 Initial Interrega: Cries and Request for Documents e

1. Fcr each year 1960 to date furnish copies of all )

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1 been submitted to the Federal Fcwcr Commission, the North Carc-lina L*tilitics Cc==issicn, the Edison Cloccric Institr*a- 'he .

A.mc rican Public Power Association , Electric Power in Carolina, Incorporation, Electricities of North Carolina or the Pied: cat Electricities Association, or to any local governing authority or ot.,1Cla1.

2. For each year 1960 to date furnish copies of all public reports, writings or notices of any type reflecting the financial or operating condition of the electric systen of the municipality.

3. State the name by which the municipality's electric system--1/ is designated (e .g. Electric Department , Public Works Department) and its place in the structure of the municipality (e . g . , division , agency , department) , if not obvious from its name.

4. (a) Furnish copies of all electric rate schedules, tariffs, rate contracts or agreements, conditions and terms of service or any other statement of rates applicable to each cus-toner class served by the system and in ef fect at any time dur-ing the period January 1, 1960 to date.

(b) Define in detail the customer characteris-tics required for service under each rate schedule, tariff, rate contract cr' agree cnt prcvided.

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.L. ...: e.,. 1.,.u, . .w,.., u,. . C so served and for each year 1960 to date 72 ate each such cus-toner's annual peak demand, annual % lowatt-hodr consumptien and the gross annual electric revenues received b"J the system from such custc.er.

REVISCD 6. (a) State <:hether in the period 1960 to date ,

the municipality or the syscem, or anv. e=plov. ee or agent of the municipality or the system, has proposed, or discussed the possibility of c.roecsing, to any customer or other person any electric rate schedule, tariff, rate contract or agreement, con-ditions and terms of service or any other statement of rates other than those furnished in response to Interroc.atorv. 4.

(b) Furnish any documents relating to such pro-posals. ,-

7. (a) Furnish copies of all f.uel, purchased power, materials, cct=odity, tax, .tage or other adjus tment claus es or surcharges applicable to each rate schedule , tariff, rate cen-tract or agreement in effect at any time during the pericd Januar.v 1r 1960 to date. .

(b) State the adjustment level applicable en January 1 and June 30 of each year 1960 through 1972 and explai.-

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during the period January 1, 1960 to da e. .

State the effec:

on revenucs of each change in dollar and percentage terms.

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under a rate schedule, tariff, centract, agreement, or any arranc.ement for service other than those described in resc.ense

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conditions upon which each such custcmer has been served during the c.ericd January 1, 1960 to date, and describe each custo er's annual peak demand and annual kilowatt-hour consumption and the 9ross annual revenues received by the sv. stem rrom eaca such customer.

10. For each of the dates January 1, 1961, Januarv. 1, 1966, January 1, 1971, January 1, 1972, and June 30, 1972, furnish l t"2 pical net monthly bills for electric service employing the assumptions and definitions set forth in Attachment A for each o# ~ -.. " a. -

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(ii) 100 kilowatt-hours; (iii) 250 kilowatt-heurs; (iv) 500 kilowatt-hours; (v) 750 kilowatt-hours; (vi) 1,000 kilowatt-hours; (vii) 1,500 kilowatt-hours;.

(b) Com=creial (i) 3.0 kilowatts-375. kilowatt-hours; (ii) 6.0 kilowatts-750 kilowatt-hours; (iii) 12. 0 kilowatts-1,5 00 kilcwatt-hours ;

(iv) 30.0 kilowa:ts-6,000 kilowatt-hours; (v) 40.0 kilowatts-10,0 00 kilowatt-hours ;

(vi) 50.0 kilowatts-12,500 kilowatt-hours; (vii) 50.0 kilowatts-15,000 kilowatt-hours; (viii) 10 0.0 kilowatts-25,000 kilewatt-heurs ;

l (ix) 100.0 kilowatts-30,000 kilcuatt-hours; (x) 250.0 kilowatts-62,500 kilcwatt hcurs;

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1 (c) Industrial j (i) 75 kilowatts-15,000 kilowatt-hours; (ii) 75 kilowatts-30,000 kilowatt-heurs; (iii) 150 kilowatts-30,000 kilowatt-hours; (iv) 15 0 ' ilowatts-6 0,0 00 kilcwatt-heurs ;

(v) 300 kilcwatts-60,000 kilowatt-hours; l

(vi) 300 kilcwatts-120,000 kilowate-hours; V

(vii) 500 ';ilowatts-100,000 kilcwatt-hcurs; (viii) 500 :ilcwatts-200,000 kilowatt hcurs; (ix) 1,000 k:lowatts-200,000 kilowatt-hcurs; (x) 1,000 kilowatts-400,000 kilowatt-heurs;

(:cL ) 1,500 kilowat s-300,000 kilcwatt-heurs; (xii) 1,500 kilouates-600,0d0 kilowatt-heurs; (xiii) 2,500 kilowates-1,000,000 kilowat -hours.

ItEVISED 11. (a) For each municipality, township or other incorporated or unincorporated area served by the system, state for each year 1360 through 1971 the name and address of:

(i) the five industrial and five commercial customers consuming the largest number 02 kilowatt hours cf elec-tricity supplied by the system; and (ii) any customer whose demand ecualled or exceeded 100 kilowatts.

REVISED (b) For each customer named in response to Interrogatory 11(a) state for each = cath of 1960 through 1971 the following:

(i) kilowatt-hour sales to the customer; (ii) revenues derived ~ from -the cus tcmer (iii) the cus tomer's peak demand:

(iv) the monthly load factor for the customer; (v) applicable rate schedule.s for sertice to the custoner;.

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(vii) the voltaga at ihich service was provided to the customer.

REVISUD 12. (a) State the lencth and voltage of each trans-mission or distribution line running frcm the bulk power supply delivery point to each of the customers identified in respcase to Interrogator'; 11. Describe each del'very point used.

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- ' (b) State seaarately e the cost of constructinc.

cach line and the cost and description of each related facility required to deliver pcwer to such customers.

RCVISCD (c) In any case where more than one customer is served from the line (s) described in response to subparacrach -

(a) of this Interrogatorv,, state the length and voltage' of each line running from the common transmission and/or distribution facility to the custc=er identified in response to Intarreg-atory 11.

13. Furnish cocies of all documents relatinc. in anv.

way to cost of service studies, bill frequency analyses, cost or O.rofitabilitv. analv. ses bv. customar class and/or for the sv.s-

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te., as a whole c.re. cared bv. or for the svstem durine. the ceriod . .

Januar./ 1, 1960 to date. Describe any similar or related studies p re =. n. n ..; 1. , 3 n. i .o.c, .;

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stud"2 ; and a wencral description cf the pure.cscs and subiect .

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J an ua rv. 1, 1960 to date has had an industrial develo =ent der. art- .

ment or an individual or a group of individuals which has engaged in activities or other ef forts ! alone cr with anv. other perscn or entity, designed to attract commercial and/or industrial facil-ities to locate in the municipality or within the area served by its electric facilities. If so:

(i) state the name and address of su'ch department or individual (s) ;

(ii) provide the name and address of each cerson in charc.e of such activities or other efforts durinc.

the c.eriod Januarv. 1, 1960 to date together with the dates

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durine. which such c.erson held such o.csition; (111 orovice t.ne name anc ac,ress

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person or other entity with whcm the systen engaged in such activities or ot.ner e,, orts and t,ne c.ates curing wnicn it cic sc.

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any person or organization to advise on, investigate or in any way conduct activities or other efforts designed to attract ccm-mercial and/or industrial f acilities to locate in the municipality or within the area served by its electric facilities. If so,' pre-i vide the name and address of each person or organication employed retained or consulted with for this purpose during the period i January 1, 1960 to date, together with the name of the entity by I whom and the dates during which such person or organization was employed, retained or consulted.

(c) Describe in detail the activities or other t efforts undertaken during the period January 1, 1960 to date by the system or the municipality, or ,any agency or department of the municipality, or by any person or other entity employed, re-tained or consulted by or on behalf of the system or the munici-

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pality or any of its agencies or depa ;tments, to attract ccmmercial t-and,'or industrial facilities to locate in the municipality or

within the area served by any of its sewage, gas , water, or I

electric facilities, specifying in each case the name of the entity conducting such activity or other e'fforts and the dates j

t relevant thereto! *

(d) Furnish a copy of any document relating to the activitics described in subparagraphs -(a) to ~ (c) of this Interrogatory.

15. State whether the system or the municipality or-any agency- or departm3nt -thereof, has prepared, or caused to be-e

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, prepared, surveys, r:da site-inecstigaticas or engaged in, er caused otherc to engage in, other activities or other effcrts .

for the purpecc of encouraging increased use of clectricity cr J

to analy:c the potential for locating commercial and/or indus-i 1

trial facilitics .in the arca served uith electric power o. Other utility services bv the municipality.

If so, furnish copies of 4

all advertisingr brochures, le tters or other documents e. re. cared 1 in rew ard thereto from January 1, 1960 to date.for the c.urecse .

) of encouraging comnercial and/or industrial cus tomers to locate-in the service ' arca of the system or for the purpose of encourag-ing increased use of electricity in said service area.

REVISED 16. (a) Provide the name and address of each ccc-mercial and/or industrial customer or potential custerer with whcm an"1 discussion, ac. .croach or other centact was made durinc.

the c. eriod Januar"2 1, 1960 to date utilizine.r in whole or in u. art, icformation or caterial described in Interrogatory 14 or 15.

REVISED (b) Furnish. conies of all documents relatin: to 4

each such discussien', approach cr contact. ,

17 . - Furnish 1a co.n.v of .vour sv. stem's charter, and anv .

other dccu=ent, statute .or provisien, which evidences the systsn's ric,ht to organize and coerate, toge ther with any rules , rec.ula-- .

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-operations. Furnish'a copy ofLany" amendment to-or suspensien '

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18. State whether the municipality has, or had c any time during the pericd January 1, 1960 to date, an ordinance or other statuta, regulation, rule or order requiring that any person or any class of persons inside or outside the corpcrate limits purchase electricity from its system. If so, furnis. a copy of each such ordinance or other statute, regulation, rule or order and state the time period in which each was effective.

19. (a) Does the system, the municipality, or any of its departments , Ngencies or agents, now suggest, reccamend or require or has it ever suggested, recc= mended or requirad that a person or other entity served by the municic. alitv. 's c.as r water and/or sewage facilities, also purchase electricity from the municipalitv.. If so, furniah a co.nv of each document relating in any way to such succestion, recommendation or requirement.

(b) . s.e whether and under what circumstances the municipality's electric service .7s, since January 1, 1960, been made a condition for receiving the municipality's gas, sewage and/or water service.

(c) Des ribe any discount or any other induce-ment, whether or not related to the provision of other sercices provided by the municipality, offered by the system or the municinali ty , o r anv. agencv or derartment thereof

. . . i during the period January 1, 1960 to date if the municipality's electric service were taken.

. (d) Describe the terms and' conditions on ehich A

1 .

clectric service has been provided to each custcmer class, er i

to any individu'al custorer for which a contract is now, or was in effect at any time since January 1, 1960 to datp, pursuan

I to any suggestion, recommendation or requirement referred to in subparagraphs (a) ' through (c) of this Interrogatory and l furnish copics of all documents relating there,to.

20. State the current rates, respectively, of any real estate, personal property, gross rece'7ts, income or other taxes imposed by the municipality or any of its agencies or i

departments.

21. State the rates in effect at any time during

the period January 1, 1960 to date of each tax specified in response to Interrogatory 20 or any other tax impesed by the municipality during that period and indicate the dates;during which each rate was in effect.

22. (a) Is real property presently assessed at true value?

(b) ,

If any'real property is now, or at any I

time since January 1, 1960 has been, asses 5ed at bther than true value , set forth:

(i) the type of property (residential,.

commercial, industrial, e.g.) for which a lesser or different 1

valuation is or was assessed; .l 1

l (11) t.ne er:cctive cate (s) of such 1

VluatiCn; , I l  !

l 4

e  ?

e,. ..m 7-- w , n r- ,, * -

s.

t

.i

_tg_

1

• I M

(iii) the parcontagc of truc value that the 4- assessed valuatica represents for cach tr.e.e of c.rocertv.. .

23. Furnish copies of each document prepared for or bv. the system or the municipalitv.r or anv. ac.ency or depart-i .

t ment of the municic.alitv.i relatinw to the effect of municipal ownership of an electric power system cn electricity rates

~

i j or quality of service, industrial development, municipal tax-rates or =cnevs or services provided bv. the electric system to any other municical decartment, acency

- - - - . ....o.r _ . _ _ .. .. -activitv. - . . . . _ . . . _ ,

..-. - . ~ . . .

24. (a) State the sys .

tem's oc. eratinc revenues, s

excludine. any sales tax receio.ts r for each v. ear 1960 through 1971. .

.]

. (b) State whtther the figures provided include 4

an imputation for the value or cost of services donated to or 3,

1, provided to the municipalitv. - or any of its agencies or depart-ments. If so:

i (i)- state the amount of any such imputa-tion; *

(ii) state whether each amount is classi-Z fied as a tax ec.uivalent. .

4 i 25. -(a) State-the system's operating expenses for each year 1960 through 1971.-2/.

t

-?/ In= response to this Interrogatory and to all others indi-cated by an afterish.use the sa.e time. period as .tas used in resconse to Interrocatorv 24; e.c., if. calendar vears -

use calenc.-ar ye ars , -g .:.:. -. r2.

were.uscc t,cre, scal years' endin; n ~

June 30, use fiscal yearstending June 30. Data should ne provided for each year ending: en ;or before August 3 1 ,. '1 9 7 2 .

(b) State whether the figurcs provided in response to cubparagraph (a) of this Inrerrogatory include an imputation for the value or cost of services donated to or prc-vided to the municipality. or anv. of its ac.encies or decartrents. -

If sc:

(i) state the amount of an'y such imputation; (ii) state how that value was determined; (iii) state whether this a= cunt is classified as a tax equivalent; . _ _ . _ - .. _ _

(iv) state whether this imputation is included in the system's o.ceratinv revenue fiaures furnished in response to Interrogatory 24.

26. State the annual depreciation and amortization exr.ense a"plicablee to the system's electric .olant(s) for each iear 1960 throuc.h 1971.* State the basis on which such ex. tenses were calculated.

27. State the amount of taxes paid which are applic-able to electric Operations for each year 196 0 through 19 71. '

(a) Classifv such taxes by tv. e. e (e . c. . r local

o. ronertv. r f ranchis e , federal incere , etc. ) -

(b) State to whcc paid; (c) State on uhat date each tax was paid; i

( c' 'i S~.n_a. _ . ...H. a_ "_%. o. - s.u.a

a. ,.

u_ _=..s_

.. o n_- a_

a

- .m. c _1,- .-A- n A  :

~~'

e_ am." " V o. a ". .#. ".

... " " A. a ; _' '_ c_ ~... ' s o "yo. _" .:. '. .#. ". " e' v.",_ "_ "..a e d a' '- c' .# u "_ . . i s h e d-_4.".

~

A A

. g-respence to Int 2rrcgatory 23. :f so, state for what year nd t.... , .: n. - .,i.sh.. <....,._e.4~,..,,e.,

. . . . . . . . - ..-..v ..

28. (a) State the amount of tax equivalents fcr each year 1960 through 1971.*

(b) Describe in detail each service previfad or payment made .;hich is classified by the system as tax equivalents and set forth:

(i) the estimated value civen to each such service in each year; (ii) the method by which the value of any service donated to or provided to the munici"alitv e - or any of its agencies or departments was determined; (iii) whether each amount specified in response to subpara-rac.hs v (a) and (b) of this In te rro-a.to v rv.

is included in the operating revenue and expense data fur-nished in answer to Interrogatories 24 and 25, respectively.

REVISED 29. (a) State the ccst and estimated value of, and describe in detail each service donated to or provided to the municipality or any of its agencies"or departments.

(b) List the amount and date of each paymen made to the municipality, or any of its agencies or depart-ments, which is not classified as a tax equivalent but is included in tha .*l.erating revenue and cest data furnished in respcase to Interrogatories 24, 25 and 28.

(c) Jor each pay = ant specified in response

• u o s e.'u y . u' - . u- . '.'. (b) c .' '- s . # -a 7.n " c - v y~ n '--~;,

. ^v* c"n*n--

a P o .< 4 s0-

'w.

-20,- .

value of any servico donated to or provided to the munici-pality or any of its agencies er departcents was determinad.

30. State the amount of the total funds trans-forred by the systcc to the general funds, or other' account, of the '=unicipality or to the account of any other municipal j der.artment or agency during each year 1960 through 1971.* ,

In cach case specify:

1 (a) the enount;

\

! (b) title of the account to which such funds were transferred; I

(c) the year in.which such transfer was made; i

(d) the year in which it is reflected in the

l.

• data.

31. State the total kilowatt-hours supplied to the municipality and any of its agencies and departments by the 4

i t

! system 'for each year 1960 through 1971* and the total revenues 1

1 j actually derived therefrom for each such year.*

t

32. State the price per kilowatt-hour paid by the municipality and any of its agencies and departnents for electric energy supplied to it by the systen during each year 1960 through 1971.*

j 3 3 ;. State the system's total electric plant in-

service, accumulated provisions for depreciation _of elecrric utility plant and net electricity utility plant at .the end

of - each year 19 60. through 1971. * '

4 G

e -t, y- w p- +e-v w vv y,-4 ,

-e .. .c --

2-*--e *<r -r - - w -

. 34. (a) State the electric total transmission plant' in service and the accumulated provisions for depreciaticn of electric utiliti transmissica plant at the end cf each year 1960 through 1971.*

~

(b) For each year 1960 through 1971 state the basis on which the system classified such facilities as trans-mission plant.

35. (a) State the electric total' distribution plan t in service and the accumulated- provisions for deprecia --

tion of electric utility distribution plant at the end of each year 1.9 60 through 1971. *

(b) For each vear 1960 through 1971 state the .

basis on which the system classified such facilities as dis-tribution plant. .'

. 36. State the total outstanding long-term debt attributable to electric utility operations at the end of each year 1960 through 1971* and state the type, the.date of issuance, the maturity date, the principal arount and the interest rate of securities or other docu-$nts evidencing this debt as of each of said dates.

37. S' tate the total outstanding short-tern debt attributable to the electric utility. operations at the end of each year 1960 thrcugh 1971 and-state the type, the date of issuance, the naturity date, the principai amount and the interos . rate of the securities or.other dccuments' evidencing this dcht' as ;of each of said dates. -

33. (a) S tate the total i.S.tcre s t , respectivaly,

.# b u '- ' "-, _T _' '_ o

c. I c . r; " _ . ...

. . A. a. " ".

2.c v . . s ".

. _. _ _ . . A- n_ - ". - - .

c '.. e c + . .i c ". ". _ .' i. . ". c . - . ' " _' c.. e o c' "- ." .4 ". :

. u' _' c". "ns-2 - - -1 9 u' O ' h _- ^. " ".. ' C . '- . '

R"VI S C D (b) For each year 1960 through 1971, state whether the a cunt of short-term interest specified in respcnse to subparagraph (a) of this Interrogatory was included as an operating expense in data furnished in response to Interreg-atory 25. If not, state how much of such interest was includef In the oc.erattne. enc.ense data.

39. State the interest rate on the mcst recent bcnd issue of the munici ealit".r or any ac.ency.or decartment . . .

thereofo the date of said issue and its naturitv. date.

40. State the most recent credit rating ae.c licable to debt instruments of the systen or the municipality.

41. State the a= cunt of construction work in progress-electric at the end of each year 1960 through 1971.*

42. State the ag.ount of customer centributions in aid of electric plant construction at the end of each year 1960 through 1971.*

43. State the amount of each of the following ex-penses for each year 1960 through 1971:*

(n) C , , o- s. .. . .n. .e wnnw C n.,

, . .. . , u a- e . .. y- a. .. s t,. s ,.

( *u ) F.~A .. ; . . .'. s '- = '~ ~' n. -a a..A- c,o .e.a.' -. e v.". -. n . ~a a a ,-

3 f =J w & bW

. . . w % w. b. . Bw4M. Q (Mkw/, d- y/. .M.M. D*gN

. J ga o

m

($\

w/ o. m. . =m

. e.C C . .. .s .c,~ J .$ v.

e m. s c..e..y "w.m.O e -~

OD.

44. (a) State the of fective date of and describe in detail each change in record keen.inc., accounting me thcdolcr.e .

or reporting uhich affects the strice comparability over the requested tire periods of the material furnished in response to Interrogatcries 24 through 4 3.

(b) If any such change has occurred, furnish data in response to Interrogatories 24 through 43 which are adjusted for each such change and are ccmparable over the time period 1960 through 1971.

45. For each year 1960 through 1971, if other ser;~~

vices such as gas, water or sewage are supplied by the sane municipal department, agency, or like entity which supplies electric service, specify:

(a) The costs which are allocated among these services and describe the basis on which each cost is allocated; (b) Describe any allecation of general or cc =cn plant to electric operations and the basis on which each such allocation was =ade.

46. For each year 1960 through 1971 state the munici-pal electric system's annual kilowatt-hour sales, average and year-end nucher of customers , and annual revenue, by class of cuscener (residential, corrercial, industrial, other and ultima te ) : *

(a) Within the tunicipality 's corporate lirics; (b)' .For each township, incorpcrated or unin-e

23-corpcrated arca served .outside of the corporate limits of the municipality; (c) Total used in respense to Intertogatory 24.

47. (a) State in detail the basis used in each year for classifying customers into the residential, commercial, '

i .

industrial and other classifications employed fn response to

. Interrogatory 46.

(b) If this basis has been changed at any time during the period covered by Interrogatory 46, state the date (s) i on which such change (s) became effective and describe the sub-stance of such change.

(c) If any change is noted in response to sub- ,

1

! paragraph (b) of this Interrogatory, furnish data in respcase to I

j Interrogatory 46 which are adjusted for each such change and are comparable over the time period 1960 through 1971.

48. State whether the data furnished in response, respectively, to Interrogatories 46 and 47 include custcmers

/

counted more than ence who'are served by more than one meter and/or served under 'more than cne rate sch5dule. If so, state average and year-end number of custcmers eliminating such.  ;

duplication for each of the _ classes, service areas and time i

! perieds furnished in response to Interrogatory 46 and/or 47.

. . i

49. (:G State.in detail the basis used by the sys:2 .- ,

i

'l for categorizing-custcasrs into the " farm, excluding irrigaticn.

l Land-drainage pumping", "irrigatica_and drainage pumping",

s w w.- J w e tw, vr e , = <- - w -

"ncnfarm-racidential", "ccamercial", " industrial", and other classifications utili:ad in cenpleting either Schedule 4 of the Federal F0wer Ccrmissica's (FPC) Form 12A for the year ended December 31, 1971 or Schedule 10 of the Federal Pcwer Commission's Form 12 for the year ended December 31, 1971.

(b) State whether a dif ferent '4 asis ever has been used during 1960 through 1971 for purposes of reporting to the FPC on Forms 12 or 12A? If so, state the date (s) en which such change (s) became effective and describe the sub- __

stance of each such change.

50. State the number of customers and kilowatt-hour sales by customer class for each of the years ended December 31, 1960 through December 31, 1971 using the same customer classi-fication and accounting method used in reporting to the FPC on Schedule 4 of Form 12A or Schedule 10 of Form 12 for the year ended December 31, 1971.

51. State whether the data furnished in response to Interrogatory 50 include customers counted more chan once who are cerved by more than one meter and/or s5rved under mere than one rate schedule. If so, state averac.e and vear-end number of cus tomers eliminating such duplication for each of the classes and time periods furnished in response to Interrogatory 50.

52. (a) Fcr the municipality cr for each township, incorporated or unincorporated area served by the system, state the names and addresses of the sjster's ten largest customers 4

_;3_

in te =c of annual kilowatt-hour consumption which ceased taking electric service form the synta.m during the period 1960 to date.

In making this determination, use the kilowatt-hours consumef by each such customer in the full year preceding such terminatien~.

(b) State the reasons, if known, for the less of each custoner'specified in response to subparagraph (a) cf this Interrogatory , and the date each terminated service.

(c) State whether any service drops or c .her f acilities were trans ferred by the. system to any other electric supplier as a result of such termination. If so, specify:

(i) the facilities transferred; (ii) the compensation, if any, received by the system for such transfer; (iii) the date on which such transfer was made.

(d) Furnish all documents relating in any way to the loss of each such customer or the f acilities transferred in connection with such loss of cus tomer.

(e) Name the electric supplier who now serves each customer named in response to subparagraph (a) of this In te rrogato ry .

53. (a) For the municipality and for each tcwnship, incorporated or unincorporated area served by the system, state the nanes and addresses of the system's ten largest customers in terms of annual 'ulcwatt-hcur consumption which began taking cicetric service frca the system during the period 1960 to date.

4 In mahing' this determinatica, use tho kilowatt-hours consu cd by each such custcmer during 1971, or fiscal year 1972 if such

! fiscal year ended en or before August 31, 1972. St' ate the date f

on which service was initiated to each such customer.

-(b) State which of such customers ware acquired

r. as a result of relocation into the service ared of the system, frem where each came and the utility previously supplying I

l electricity to each such customer.

(c) As to each o f those c_us.. tom. e rs for whi_c_h.__

i relocation was not involved, state:

(i) the electric utility formerly providing service to each of the customers in question; (ii) the reasons for the change in elec-

. tricity suppliers. -

(d) State whether any service drops or other

. facilities were transferred bv the utilitv formerlY Providin 4

service to the system as a result of acquiring the new'custerer.

If any

transfer of f acilities occurred, specify:

4  :

(i) the f acilities transferred; (ii) the compensation,:if any, paid by the system; ,

-(iii) the date en which such transfer was mada.

L(e) Furnish all docurents' relating to any custe cr.acquisidica and any facilities transferred in con-p

-l_ . ..

T - - ~ - - -

4m v -- -

\

_ 7_ _

nection . th sac!. acqui31:ica specified in respense to sub.ar2-c craphs (a) to (d) cf this In te r rog ato ry .

54. State whether the system has refused, or de-clined to scck the opportunity, to provide electric service to any prospecti.c industrial or concercial custc=cr during the period January 1, 1960 to date. If so:

(a) Detail the circumstances of each such refusal or decision; (b) State the name, address, and es timated annual electric requirement and desired delivery voltage of each such customer and the present electric utility supplier of each such customer; (c) Furnish all documents relating to each such refusal or decision.

REVISED 55. (a) Describe each change in territory served with electricity by the systen from January 1, 1960 to date, the classification and number of customers affected and annual kilowatt-hour sales to such cus tomers . .

(b) Furnish each document related to any terri-torial gain or loss over the aforementioned time pericd.

ao. Describe each. c.nanc.e in territorv. outsice t.ne municipality's ccrporate limits) served with sewer or '. tater service vf the municipality frcm January 1, 1960 t.o date.

57. Has any area .thich ,cetitioned $cr anne::ation been denied; if s$, descrice the area and state the dates and

. - - . . - - ~ . - .

. -2S- .

i nature cf the petition and the rcccons upon which such denial was based. ..

i 4 58. ' Furnish maps or sketches (or marked city maps) of present system facilities and of system facilities as of year-end 19G0 through 1971 which.show the geographic location of power plants, principal substations, pcwer lines, all con-

! necticas and transfer points with other systems, and the f

boundary line of the area served together with the communities therein supplied with electric energy. On such documents, shew:

1

]

(a) For each line of 12 kilovolts and above --

l (and for any other line regardless of voltage which constitutes a tie line between generating stations or from generating stations to voltage systems of 12 kilovolts or above) :

(i) the length in miles; i

(ii) the voltage at which it.is operated; 3

! (iii) the voltage for which it is insulated if different than the operating voltage.

i (b) The phase (ene-phase , two-phase, or three ;

phase) for all alternating current lines.

(c) The rating and locations of transformer banks at ' power plants and principal substations including interconnections with other systems.

(d) The approximate scale (feet per inch or mi'ics per inch) .

4 9

9 i

f e .

.. , , + -,__ ,-,L

_29- .

ICl UD 59. (a) Furniah copics of cach document preparaf by or for the system or the municipality, or on which the syster

~

1 4 or the .aunicipality has relied, during the pericd Januarv. 1, 1960 to date ,thich centains any reference to expected co.k s tructi:n or davolopmenc of production capabili v. , and to exc.ected fucure increases in invest =cnt in the system or grotth.in the sys:ar's peak demand, sales, revenues, profits and/or number.of custeners

) served.

1 i

(b) Describe any studies or other incuiries presently being prepared by or for the system or the munici-t j pality on 'such matters , and state the name and address of the i person or other entity precaring the same and the expected date of such project.

REVISED 60. (a) Furnish copies of each document prepared by or for the' system or the municipality, or on which the systen J

1 or the municipality relied, describing the economic condition of i ~

the arca served by -the system, projections of future econcric i conditions, or the prospect 'for attracting commercial and/cr .

indus trial - cus tome rs , or other potential stimuli of econc=ic growth , to the area.

(b) Describe the studies or other inquiries l'

presently being made by or for theLsystem or the municipality

'on such matters,.'s.d state'the name and address of the pers:n f

[

or other entit. crecarine the same and the expected cccclecien-A 9 date cf-such project. ,

-S .

s e

4 , 4g 4 v& y--9g -- ~.-2 g -~-L>- -w , , , . ,.n -y-, - , , , , - - , ,, n,. ,.- -a ,m 4m-. , ,

3 i

t

61. (a) State the syster's number of pole miles

of transnission facilities and the number of circuit miles of transmission facilities by vcitage as of year-end 1960 through

1971.

j (b) If the basis for.classifyi.7g such facilities differs from that usad in response to Interrogatory 34:

(i) explain each change made and the reason for each such change;

- _. . . = = - - -

(ii) furnish data in response to subpara-

graph (a) of this Interrogatory which are comparable to those provided in response to Interrogatory 34.

a

62. (a) State the svstem's number of pole miles of E

distribution facilities and the number of circuit miles ..

of l overhead and underground distribution facilities as of year-end 19(0 th'rcugh 1971.

d (b) If the basis for classifying such facilities differs from that used in Interrogatory 35:

(i) explain each change made and the reascn for each such change; (ii) furnish data-in response to subpara-graph (a) cf this Interrogatory which are comparable to these J

l provided in ~ response to Interrogatory 35.

63. (a) State the syster's number and capacity of

, transnissicn and . distribution substations and transformer in-i

~

stallations eith= an cperating voltage's::ceeding 12_ kilovel s as .

cf year-end.1960 thrcugh 1971.

y , - - --- . _ . , , . , -w- .,- -4 , . -

c. n , - - . , . , y

k.

(b) If the basis for classifying such facilities differs frcn chat used in respense to Interrogatories 34 or 25:

(i) ci: plain each change made and the reascn for each such change; i

^

(ii) furnish data in response to subpara-graph (a) of this Interrogatory which are comparable to those provided in response to Interrogatories 34 and 35. .

64. State whether any other supplier of electric 4

service is now franchised, or has 'been franchi' sed ~ at' any EISe-

~

durin~e the period 1960 through 1971 i to render electric service wi. thin the corporate limits of the municipality or _n the area J

served by its electric system. If so, for each such utility,-

state its name, the area it now serves or once served within i

the corporate limits of the municipality or che - area served by the municipality's electric system, and the dates during which ,

it was f ranchised to so serve . l i

1

65. (a) State whether customers within the corporate limits of the municipality or within the area generally rendered electric service by_ its system presently have, or at any time during the period January 1, 1960 to date had, the option of T

(i) changing from electric service' by

. the syster to service e,y any other utility, or (ii). changing from electric service by J- .ancther. utility.to-service;by the'syster.

(b) State for each year 1960' through '1971:

(i) the nu-ler o= custcmers by custcms:

clacc who chan cd during cach year frcm electric service by another electricity supplier to service by the system; (ii) the kilowatt-hour sales to.such cus-temers in cach year, or portion thereof, in which service was supplied by the system.

(c) State for each year 1960 th' rough 1971:

(i)' the number of customers by customer class who changed during the year frca electric service by the system to service by another electricity supplier; (ii) the kilowatt-hour consumption by such customers and supplied by the system in the year such change occurred and in the five years immediately preceding .

such change.

66. State whether any other electric utility' now renders, or has rendered at any time during the period Jan-uary 1, 1960 to date, electric service to customers within the corporate limits of the municipality or in the area served with electricicy by..its system. If so, furnish the name of such other electricity supplier and design [te the dates during which servica was re nde red , the area served and types of cus-tomers served by_the utilit*( named.

~

4 I

67. State -whether the municipality, or any agency cr departnent. thereof, ever declined co provide , _ or deciined to 1

seek the .cppertunity to provide, electric service to any or ail H

customers- served by any other electricity suc. olier-in the cor.cc--

l

,i i

4 ,

I i

i 1

1 .

rate linita of the municip:lity or in the arca served by its 4

electric sys tem. If so:

(a) State the nana and address of each such CustOrcr;-

(b) Describe each'such incident;

'(c) Furnish each document relating to any such denial of electric service or decision not to seek the oppor-tunity to serve such customer.

68. (a) State the name and address of each custemer served at any time during the period January -l~,1960 to date --

by any other electricity supplier within the corporate limits of the municipality or in the area served by its electric 2

r system which has ever declined to accept an offer of electric.

.i service by the system.

1 i (b) Describe the circumstances of each such incident and provide the date (s) on which it occurred; i

(c) Furnish each document relating to each such incident.

( 69. State whether any electrici.ty supplier, other 1

than the system, is new, or has been at any time during the i period January 1, 1960 to date, legally or otherwise limited.

l in ~its present ability to accuire new custcmers within the corporate limits of the municipality er in the area served by

~

its electric system. -If so, describe each licitatica and'the basis of it.

• I l

!. ~

q

'l l

t- . \

r-m 1 - - g- , v. --+g-.- y- g wv r- y g- g.,-w---- = y,-- -

l

70. S tate w.;e .J.ier there are an; legal restr.Ctic S 1'

hic'.: present.12 1:.=i t the ability of the s' S t0m to ProV .00 -

ulCCtric SDrViC3, cithcr at re tail Or WhClesale , outs'.c0 t,n e i

1 I

. s....

. . 4 ., .yuA

. 1 4 . ..; . sa. Co .r o <. n ..4. -, -4 . g . T

-- S c , u4 3- .> C '~ ib(* su-h. - "---' ': " '" -- #'-

t 3

l o n. (, d. )

. -nL S

.. 3 *.e ..k. n, L: a. .6 o .n. .. ... .b.-.i: ab G a b. . .e . . -. .h. -o

.v g 'u 4 c 6 4 e. n. -. -b- a- -- ... s 4

1 e .ce C uo .4 . .c . . .

i 1

t 7,1. n, C-n s L. e ..,

. . . , ,. 4 v. , 4 nr .1. c. 4 u.

t

-;. *1 a..e s c...2. . -4 gg +. - 4.

o n o.n*-a- *c-,

1 1

s o eu w..a .n...; See weaa n...4 .4.,6 on t 1a, c.d*o.---. a A a, .; s.a- s. u-a

].

.vo- s L -.e n o . . C n ,.- m ,. s--yv-i i

1 4 ,... 4,.* e a 9

-: so.

A .

- . - - ~ . ~ . _

(a) State the basis on which the municic.ality .

derives such authoritv. and .c.rovide a ccev of anv statute, rule, .

regulation, ordinance, or other dccument on which such authority i is based.

I (b) Describe the entent of the municipa'.ity's a u '. ". o .- i ."; ' -o c ~- .1 ',. . o 1 , .. e s '- .4 c '

. n,.,- da ta _. 4 ..= & c n 4 n, c h' .c. .' c'a 4 -- a-r

\

n c a .e e - .e a--. a -,4m4 - s.

REVISED .(c) State the name and address of each customer ou's da ' .h e ..". . . 4 c4 c. a l i '": ' a-

- - - . - c . ,-

= ' = 1 3 ... 4 '. a- a = ~.

. z a, d

",,4 ".'.s a, ' a_- - -

~.

44..

-; ht-;. * .h e ...u.. 4-- 4 a--q' 'i' a'. a.;" .

~

'..i..= c .-'.., the

. a..4 _

4 1

January 1, 1960 to date who also has M.: lied to the municipality

- for oning variance at any time during that period. Describe i -

..,e.. .,.a , .

e C.,

w, .

.. . .-- e. .isJ 4 . . .o , , a e ,

..e. .w

. t . a. c 4. 4. ..- ... .=.,.a. .

..,2 r

%e.

s %.

. . p .....--..'.4.u..y 7 G. ,

o.n. .. s%. t , .y7-

c. -1 i .wa a. .. o ,. . . .

y -

" S, .

, (ni 4 .C. . g' m 4 b. . -.m .m. . . .b

- g. - *. g 3' - a. 4 c.,..%. a 4 3 1., , ,, , ,,, , 3. .,,. .,.,-.3._

t e e

e . . .

- anO 2.C Ous t r '. a a C u s ".0 1 2 r s (by cus tO .er clas s)- ;thich are located 1

)

l l

i

y. < , - - m - , v y o ,,-g w.y  %, 9 , . , . . g- . y 31, e-* s p

......;~ .i ...' .1 i "; .,- ..o - n ~_.'. '. l i ....i *- o- w' a..d ."..ic'. . _' . e o u 'w o .' u' .'..*'. . . .

procentl. served by the municirality or any agency er d2 par -

=cnt therccf with electricity, gas , water or sewage 'scrvice .

(b) S tate the annual kilowatt-hour sales to and i

j' gross revenues dcrived from such custc=crs during the year 1971.

REVISED 73. State the number of residential,Icommercial. and industrial customers (by custoner class) which are located cut-4 4

side the municipality's corporate limits which at any time dur-4 1-ing the period Janucry 1, 1960 to date were served with water or sewer service (specify which) by the municipality and whose electric service was supplied by a utility other than the i municipa.1i ty.

Furnish citations to and. copies of each provision l 74.

2 i of any municipal bcnd. indenture , municipal ordinance , state law 1 or.any other law, rule -regulation or order uhich restricts or defines' in any way the authoritv of the municicality or anv. . . .

I agency or department thereof, to: ,

/

\

(a) . Ccnstruct system f acilities outside of l

the municic. alitv. ,-

d

,i (b) Construct sv. stem facilities for the sale of electricity cutside the municipalitv,-

(c) : Share the ownershic. of electric facilities t

w.l s,

... - ans.;

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e  : , , .

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1 =. . n.

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w.

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p g "-- o- T -e-Pt 9yy s=}'F4'- -#e*T 84 -T g , c-' T '

~ ' ~ ~ -

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(c) C v' ' . ' ; . . u~ ~. c, w .~ .. . .

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u. .

State eacn source c:. electr'c enerc.v.

(a) n . '" so.

s ,va'-s 1oGO '.h-^ua.h

.v 19,1.*

u i l.i ~...A. . be_ "w .k. - n 3 "2 c .a .. . 4 a. . - " k. . u - - .-

,h..,...,. b .c. ~. .u *= .#... - ' c".

. "'h

. . ..c. ". . ' .' ^ n d " " . .=. .'

. .u .

(i) the k'lottatt-hours obta'ined from each source; (ii) the ma:<imum kilowatt demand placed on each source; - . . . . _ _ __

(iii) the cost of the electricity obtained from each source r sc. ecifv. inc. any breakdown amonE demandr enercv or other charc.er incurred and indicating the volta >e at which cach supply was received.

76. (a) Furnish copies of each document precared by or for the system or the municipality during the period Januar"2 l, 1960 to date which relates in any way to the relative cas*ca

- o '. e ' e c ". . .#

• v, ob t a i ..a d-

- .# o... d i "---. # a -a .n" s ou -- oa - o .- w i -b. -

suggested sources of and costs of meeting energy recuirements du i . .g ' k. a *. ' .i m..a. o, e ' wa d o .

- . . .' .n "wh. a. ." u ' u. .*. .

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d

c. ro J e c t . .. _ _ _ _ . . .. - . . . _ _ _

RE'!I S E D 77. Except for the infor ation and/or data alraady succ. lied in respcase to Interrogatory 76 state the cos t i

per kilowatt hour, i.'cluding both estimated capacity and energy

-a c e n " 1.a ul'.-, .. e - s "ur y 1 "2 c^ .~. y a =. _4 o. .

cos w.e,, .#. o . '- h. am s "2 0 " a. ... ' s

...m.. s '_- . y . .

o. roc.rans, and those as of 1960, 1965 and 1970, for the folicwing ten-year period, or such other or shorter periods as may have been utilized by the system for planning purposes. Include 2-a s ,wu- e ..e n , o .c.

. tu n.

i u

e c.2 w.e . ..m u m d (u,nc ..

- . . . - _-m a yy - _, ., ,, 2 u_ - w , o , * -i. w o. _Ec,. __- e .

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.d. r.#- - # . .^ ' " 4 . . 3 (a) For generation and C a"4^* k V (b) .I'o " ". ".a..*1 . . - C..._4 - v . . s u'" #- i ". .I.#. -" A ,V C _ 1'_ %' ~ -2 classes, the estimated costs as follcws: i (i) i .,. ~. n a- ". . .n . ". "_ c ^ s ". .i . c' 0.1 1 a . _ _ a~ y e. .._' _' ~.." .. 4

( ~i~,i i a..". - ~ ~;

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-. . . - - - - . ._ _ =_ _

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(

- ic :v i .:.' D . 73. (a) rurni;h cor.ic.; of each dccument prepared 1

- b"s or for the s"actam or the municinality relating to the tech- .

nical and/or' cconcaic feasibility of constructing g{nerating 4

and/or trancmission facilities.

(b) Describe any present effort being made by i or for the system or the municipality relating to ar_ or these 1

matters, and state the name and address of the person or ocher 1 entity engaged in such effort and the expected completica date i

l~ of the project.

REVISCD 79. (a) Furnish copies of any documents prepared by or for the system or the municipality relating to-the tech-r nical and/or econcaic feasility or desirability of c.roviding .

electric service to present or potential customers with demands

f of 500-kilowatts or more.

4 (b) Describe anv. o. resent effort being made bv -

i 4

or for the system or the municipality relating to any of these l matters', and state the name and address of the person or other entity-enc.as.ed in such effcrt and the excected completion date

• ~

of the project. -

REVISED. -80. State . whe ther, ' during the period January 1, 1960.

4 I

~

to date , 'the system or the municipality, or any . agency or depart-ment of' the municin. alitv. , ever~-has soucht, rec.uested, censidared, 4

or incuired- into the initiation of wholesale electricity supply

, .o

. _tw..w., -. .,... s. ,,cc"_4. _ u "- _4 _1 _4 ' ", , o "s.,a * - k= = nub. .. .'. c".. a .* . C......=..".  ;

, I = sn_ ,- u' _ --w _ _4'-~ a_ * ~.. c' =_ '_ m _4 _' _-^ s c.W. s u u-h ' 4 . ._= '_ m ~.. ~. a .

. ,s_ . . Am "

u . .~. _4 _=. %. . e c- ". . .

i

.docu entirelcting :c'ench such instance'.

t I

31. Furnish a copy of any coordinating or integrating agrocrent, contract or understanding for the sale or exchange of electric pc. cr and energy between the systen and any other electric utility nou in effect, or in effect at any time during the pericd Januarv 1 a  ! 1960 to date. Exclude any such agreement with Duke Pc.ter Cc=pany. .

82. Is the system, the municipa,ity or any municipa, official (in his capacity as such) a member of any electric, power, energy or similar association .or or.gani.zation? If-sc:.__

~_

(a) Provide the name and address of each such association or organization and state the year in which member-ship commenced; (b) State the date on which each such association or organization was organ 1:ec.

, the purposes r.or walen it was .

fo rmed , and, if kncun, the names ard addresses of the individuals responsible for the formation of the association or organizatien, together with the name and address of their employer at that tine .

and at present.

(c) State the name and addr ss of anv svsten or . .

municipal employee who is or has- been an officer or director of each such association or organizatica during the period of Jan-uary 1, 1960'to date; the title of the position held; the pericd w...,c e 4.-

o .c .n ...; -

. . . .. . 4 w#. . a ". c.h. v _""'-a

_w c - d w.i .- o C w- . c- k. .y4 ..

- " c- a b.. a. i wd ,- =-

w.#

the present position of the empicyee in the~ system'or the munici-pality, cr if not ndw empicyed by the syster or the tunicipality, 1

1

1

'.....e

" i #a w' , . . . . . '. . . a' u- . c' '..e c a s e.n i tl. .' t'.'..

. . .... '. . - .- .a. . c v. ~. .^ . ~.

thercfCr.

.(d) Provide a copy of the criginal articles of asscc-1 iation or any other docu=2nt which describes the purposes , member.- i ship categories, legal status, members' voting rights and struc- j 4-ture of cach casociation or orcanization named in respense to -

subcarac. rao. h (a) of this Interrogatory, together with a coc.v. of any amendment chereto adopted to date by the association or j

j organization, whether or not such an.endment is presently in

--- - - - ---- '~

etfect. _ _ _ _ _ _ . . _._____

l i

- 83. State the name, address and present position of each person emplov.ed b.v the systen durin- 3 the ceriod Januarv 1, 1960 to date who had or now has managerial re'ponsibility s in each of the following areas, together with the dates during which each person held the position: .

l (a) Marketing; J

4 (b) Sales; l J

(c) Accounting; i .

4,.

(d) Financial planninc; -

l l -

l- (e) Chief executive officer, suoervisor or mana er; ,

I I i (f) Chief operating' officer; l l

(g) Research ; and develor-' ent; l

(h). Engineering.

. 7: . , . , . .

~~ u. . ; o

..., ,. .w. ,~, .au..,. ., , -a e e:...,c.,c, .3-

- . , . .. y ,- w., s - -;c- %~ ;. .w g. - 3,;,a- . .m.

. . , . . u .,. u o,.

i 4 .5 e d.,. y .'." .. C *'. ~ ' -o- .# ' "..a, s ". s '. ^ m. ' a

~

. a . c.a. . . k. . i C h. . " w. " . " $. . . ~ ^ -.f-

~.. ~ ' c ,V m" ". d ". . " .

.re, Sc .. ,

-- . a- m.

. . ,. t. u s ... 4.

w-_ s t.-.C ..

4 I.

f 4

3

k. '

t;.

y .

l 2 d *

84. Furnish a copy of cair prospectus or other repcrt

• filed stith the Securities and Enchange Commissica from January 1, 1960 to date, or issued to the public during that pericd, by the j system or by the municipality.

85. Is the system or. the municipality now, or has it i

been at any time-during the period January 1, 1960 to date, a

! member of any bulk power supply coordinating group. If so:

(a) State the name by which the group is known; (b) Name the other members of the group; ._-

(c) Indicate the particular coordinating I

functions of each group; and (d) Furnish all documents reldting to each such membership and any document relating to the exclusion of par-ticular electric utilities or classes of such utilities-from such groups, including but not limited to communicaticas with i

! other electric utilities with respect to actions , joint or several, to prevent admission of such electric. utilities.

86. State the names of each employee of the systen who holds an engineering degree of the bacNelors level or above. '

Indicate the specific degree or degrees held by each such b

employee and the number of years each has ' been. employed by an electric utility. j

87. State whether the -systen or the municipality now 1 i

provides, or provided at any time during the.pericd January 1, ,

i 196 0 E to date , .engi.".eering. ser tices such as ' assistance in the I i

.i l

. .l, c i l

A

.I l

l

_4_-

design of in-plant distributien facilitics, substations prc tective. devices, transformers , heating and light systems and the like. If'so:

(a) Furnish a descriptien of any such services offered; (b) State the charces -

made for the rendering i of such services; (c) for each of the years 1960 through 1971, I

j state the system's expenditures for the provision of each such i .

i service.

i i

i

88. State whether any engineering services are pro-vided to the municipality, the system or its customers by anv.

4

. other supplier of electric power. State the nature and cost i

I J to the system in 1971 (fiscal or calendar) of-any such services ,

J i

received.

l 89. (a). State for each year, 1960 to date , whether a

i the desi n and engineering of transmissicn f acilities is per-

/

! formed bv system or' municipal emplov.ees or by other persons or

~

entities and state the estimated proporticn' of such work per-formed by each group in. each year.

, (b) If anv such services were n.erformed bv.

4

'other persons or entities, state the name and address of such persen or -other entity 'and the dates .during which such services were perfor ed.

-(a)f S tate for eacbEyear'1960.to-date whether the-f

'90.

design and engineering of distribution facilities is1 performed ..

.O

e

.; 3-

-,,.,4,,i......,.,3. (. . .. ;.. i. nw ;. . C ,-n -.:,.c- yo -r- o- g,* - - - - ~ .s e i s. ;. . w g .c . m .-

m C. ,. ..a =, w . ~ g-- Os..s ~

._ :.-- -- .. c _ e-- ,. , :,. .;6 r.t- y"e- c mad '--.>

a. . : y_. , , ,

.- s...

.2.-...

.ma

- .  : n ., .

g cac.' croun. in eacn v. ear.

(b) If an'.. such services tere cerformed bv cther . -

corsens or entitiesi state the na.e and address of such perscn or other entity and the dates durine Uhich such' services *. tere oc

. - #. c . ...a d .

91. Furnish a copy of the organization. chart of the system. . . _ _ _ . _ _____. _ _ _ _

e 9

4

4.....6 4. win.: s. . st

.v . . .r=

• -m*y

? .?. r% w L . m.

v . .c. .t.*Gq.r3a s 7 e Ly w.o.m w-*

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. .4.G\. .L% . . 3 vf f% . , es g . c.

A .. Le , . p.M

• . D=

1961, 1966, 1971 and 1972 and JUNE 30, 1972.

SECTICN I. GENER.'-sL INSTRUCTIONS

1. EFFECTIVE DATE. Use rate schedules in effect en January 1 of the years 1961, 1966, 1971 and 1972, and June-30, 1972 for cc=puting bills. A rate schedule is deemed effective on January 1 or June 30 of the year if any energy used on that day could have been billed thereunder. Insert the schedule designation and the date on which the new rate schedule first became effective. .

2. NET 3 ILLS. Ccmpute all bills.on a net basis,.i.e.,

af ter prompt payment discounts or before delayed payment -

penalties.

3. MONTHLY B ASIS . Compute all bills on a monthly

! basis. Where rate schedules or any part thereof are cuoted on an annual, quarterly, or bimonthly basis, prorate the bills to a monthly basis.

, 4. FUEL ADJUSTMENT Adjust bills to reflect fuel adj us tments , if anv., for energy billed on January 1 of feach of the stated years, and on June 30 for 1972. Enter the adjust-ment per kwh, the fuel cost and other pertinent data.

4

5. METER RENTALS . In computing bills include uhere 4

a"plicable e any . charc.e made for ceter rentals if the ma;crity .

of custcmers are required to pay such meter rentals , but ex-clude such charge if the majority of customers furnish their own ce ters . In either case, state in a fcotnote the amount of the reter rental and whether or not the; majority of cus-temers furnish or' rent ceters.

6. LAMP EENF.WALS . Compute bills on the assu- ptica that lamp renewal service is not included in the rates. When -

the charc.e for lazo renewal service cannot be secrec.ated, u state in a foconcte that. such charge is included in the bills shown.

f,

7. S EAS CN AL RATES . DO not cc pute bills under seasonal rates where year-round rates are available. Where year-round rates are not available , cc=pute bills for all seascns for thich there are different rates and state the ceriods or seasons. cf the '. ear for which dach rate is available.

w

~ - - _ _ _ _ _ - .. _ _ _

8. TIJ:, PRICE , E:D WAGE LEVEL ADJUST:*.E::TS . The bills furniched are to r0flect the charges actually paid by customers in acco rdance with the te rms o f the rata schedules , rules anf regulaticns , e tc. Adjust bills to reflect tax, price and wage levc1 adjust =cnts, if any, for energy billed on Jan.uary 1 of cach of the stated years, and on June 30 of 1972. Sales ta::es are not to be included in computing the bills, but where une revenue collec:cd pursuan: to the ca>. ac3usement clause becomes an operating rcycnue of your system, the bills should reflect such tax adjust =cnt.

9. OTHER FACTORS. Show by footnotes any other facts af fecting the computations of the bills furnished or the choice of the schedules used. Such factors would include rebates, periodic free service and inducement rates.

SECTION II. SPECIAL INSTRUCTIONS FOR RESIDENTIAL SERVICE _.

4 1. DEFINITION. Residential service is defined as i service which is supplied to residental customers for lighting, refrigeration, cooking, water heating, and other domestic uses.

2. RATE SCHEDULES TO BE USED. Compute each bill using the rate schedule or combination of rate schedules on which the largest group of residential customers was billed for the specified consumption as of January 1 of each o,f the stated years, and as of, June 30 of 1972. .

. 3. DEMAND ASSUMPTIONS. Where charges are based on the number of rooms or measured demand, assume the following 4

for computing bills:

(a) Number of rooms - A five-room residence consisting or living room, dining room, kitchen 'and two bedrooms .

(b) Measured demand - For 5d0 kwh consumption

. assume a measured demand of 4.5 kw. For 750 kwh consumption assume a demand of 5 kw. For 1,000 kwh consumption' assume a i demand of 5.5 kw.

(c) Water heating - Use demand and size of tank most generally applicable to water heaters f using frcr 250 to 350 kwh per month, and state what demand and/or size-ef tan % is used. .

4 e d

~

h

...,s. ,

Kh*H i.SSC::PT C::S . TI;O OR F.CRE: y2TF.25 . h'ho re 4.

t residentia service can ce taken through more than ona meter and suc'- is the general practica, assume the'following:

(a) For the 100 kwh bill assume that 60 kwh are measured through the lighting meter and 40 kwh through the refrigeration meter.

(b) For the 250 kwh (1) when the refrigarator is served through the lighting meter, assume that~

,L 100 kwh are measured through the lighting meter and 150 kwh through the cooking meter; or (2) 4 when the refrigerator is served through the cooking meter, assume that 60 kwh are measured through the lighting meter and 190 kwh through the cooking meter.

~ . . . . - _ _ . .. . . _ .

(c) For the 500 kwh bill assume that 250 kwh-dor lighting, small appliances, refrigeration, and cookinc are ne'asured according to the assump-

tions stated in (b) above and that 250 kwh for water-heating are measured.through the water- '

heating meter.

(d) For the 750 kwh bill assume that 100 kwh for lighting, appliances, refrigeration and cock-ing are measured through the general service meter and that 350 kwh are measured through the water-heating meter. If cooking is metered separately from lighting and water heatine, assume 150 kwh for cooking consumption. if refrigeration- is not metered with lic.htinc.

and appliance load, assune 40 kwh for. such consump; ion.

(e) For the 1,000 kwh bill assume that 650 kwh for l i c. h t i n c. , acc. liance s , refric.eratica and ccokinc.

are measured thrcuch the c.eneral service meter and that.350 kwh are measured through the water-heating meter. If cooking is metered separateli 4

frc= lic.htinc. and water heatinc. , assume 150 kwh for cocking consumption. If refrigeration is not metered tith lightin~v and a.ccliance load, .

assume 40 kwh - for such consumption.

(f) In the.ucase cf rates prcviding for special nigh:-

- - ._ a

... -- .e. . n. . .

..a a.-

.8 -

.' . e u' ". _i . . ;~

4 s usad, -- -s aa " .. =- # --

^ ..

"%.=.

5 0 0 ,,...u.

. . us _t . , ,- .u. . c-. .

e 0 .. .-. . . a

. m, .- n_ cm-4 , , a c- n u. u. .u. a_.._,.u...

. -m e

.um . -o- - . . m. -an. ,_a

-,000 .i...w ..... - w4_33s

_ e - a- _m.

that- 3 50 *:wh arc ~ billed at the night : rate .

r y y ,

e -,

r _. .. ..:., ..u. . ,u~ _  ; t .., a- . n ,.

_ . _e..c_ r_ e m S ... s.

w,,... . ...- .r C _e

.c e.. u . .. . . .~. ,,, rr_,

s,r.- r_cm -.

e t~m ._. ._. .t,. _--  ; -,. c o _, _ ,.%. 4 - n 4eo ce _ : ,. . , c ,,_ =

_i . D. . r. .... r. . r. C .. .

vice .hich is supplied to ccamercial cr business establishments such as stores, offices, restaurants, and garages for lighting and o.cwcr o.urnoses. .

2. RATE SCHEEULES TO BE USED. Use all rate schefules ordinarily applicable to commercial service at the range of con-sumptions and demands given in Interrogatory 10 (b) . Do not use rate schedules restricted to a special class of enterprise such as department stores, aatels, laundries or apartmant Industrial hcuses; nor ccchin~, 3 welding, auxiliarv_ , or temporary service.

schedules specifically linited to manufacturing customers should not be included.

3. BILLS TO BE FURNISHED. If but one schedule is____

ac.clicable to ccamercial service, a bill is to be furnished under that schedule for everv demand-ener-v. - 3 combination listed in Interrogato ry 10 (b) . If more than one schedule is applicablef bills should be shown for each schedule for those demand-energy combinations shown in that interrogatory, which come within the range of demand and/or energy consumptions for which the schedule is, or would be used in actual utility billin~e practice. Bills outside of this range need not be shewn. At least one bill for each demand-energy combination should be furnished.

4. SCHEDULE USE. When a new schedule is used, state the minimum and maximum demands and consenptions beyond which the schedule is not, or would not be used.

5. DIRECT CURRENT. Do not compute any bills under schedules for direct-current service only.

6. OFF-PEAK SERVICE. Do no ccepute bills from rates '

which restrict service to off peak hours.

va ie.n - as Compute u. _,,s on_,v :or ener r

7. S s.2X,. t cC- ,.7-- . .

delivered at seccadary voltage (350 volts or less) and metered at such voltage on the secondary side of system-owned trans- ,

c. o .- ..u,

8. TE .:' OF CONTRACT. Fcctnote cases where ccatract torn is over c~a 'a"r. ,

1

~1

_3_

9. DE AN D .

(a) Billinc Demand. The kilowatt demands requestad are the ac: cal billing de= ands of a custocar after all adjustments, except for power factor, have been made.

(b) Power Factor. Compute all bills. for schedules applicaole to =ctive power and incidental or no lighting at 8 5 "; lagging pcwer factor. For schedules permitting unrestricted lighting in addition to power, ccmpute bills .ror is , i: ,

and 1,500 kwh at unity power factor. For the 6,000 and 10,000 kwh bills assume a lagging power f actor of 85% (unless only a small motive power load is permitted, in which case assure unity power f actor) .

(c) Kilovolt-amperes or Horsepower. For schedules basing charges on kilovolt-amperes or horsepower, assume the following conversions:

BILLING DE:1AND hv Kva Hp 3 3(1) 4 6 6 (1) 8 12 ' 2 (1)

. 16 30 35.3 40 40 47 54 ,

(1) For power schedules permitting incidental cr no lighting assume 3.5 kva,-7 kva, and 14 kva for 3 kw , 6 kw and 12 kw, re sc. ective lv. .

10. TYPE OF SER'/ ICE. Show the application of rate schedules, using the following symbols:

L - lighting, and appliances with or without single pnase or incicental power P L - mo tive p c'.;e r , and incidental lic.htinc.

GE:. - lighting, single or 3 phase power, and other used in any propertion desired P - totive power b.ut no . lighting A

a SECTICS TV. SPECII.L INSTRUCTICSS FCR ISCUSTRIAL SEEVICE

1. DEFINITICN. Industrial service is defined as ser-

.vice -;hich is surolied to induscrial establishments having denanis ,

o f 5 0 kw o r ra rc',' or cons ump tiens o f 15,0 00 kwh - or mora pe r ccn n .

2. RATE SCHEDULES TO BE USED. Use all rate schedules for motive power applicable to industrial service as defined unds:

caracrach 1 of this section. Do not use rate schedules restric:si to ec==2rcial establishments or to special classes of anterprise ,

such as coment, ~Lning, oil, or textile industfies; or to a ,

seccial eurcose, such as auxiliary, breakdown, temporary, or ' nter-m'ittent 'ervices, s industrial heating , or irrigation , or to indus-trial lighting.

! 3. BILLS TO BE FURNISHED. If but one schedule is applicable to industrial service, a bill must be furnishe_d under that schedule for every demand-energy corbinatica listed in IHter-rogatory 10 (c) . If more than one schedule is applicable to this class of service, bills should be furnished for each schedule for those demand-energy combinaticas shown in that interrogatory ,

which come within the range of demand and/or. energy consumptions, for which the schedule is, or would be used in actual systen billing practice. Bills outside of this ran e wshould be noted.

4. SCHEDULE USE. When a new schedule is used, state the minimum and maximum demands and consumptions beyond which the schedule is not, or would not be used.

5. DIRECT CURRENT. Do not cc=pute any bills under schedules for direct-current service only.

6. OFF-PEAK SER:VICE. Off-peak ratas which do not restrict the use of energy ' during the normal hours of operation of industrial concerns cav. be shown. w f

7. SERVICE VOLTAGE. Use all rate schedules acclic-able to industrial. service as defined in paragraphs 1 and'2 cf this section, regardless of vcitage. Indicate whether the bills furnished are of prinary cetering or for secondary metering, and whether the system or' the customer cwns the transformer.

When a rate sched21e provides different rates-for a

.r .; ... u,. -; a.4 e o- a c ', u" a ; .~o ".a_ _i n. c; c ^. . .o, "u *. ' b 4 .' a.1.- # c - c, 4 ... 2. .-v ...a_ . a. _ # . _

i on.3 y , ,

. o.4

c. o s . . .. ... . , c . . oc .e.. .. , _- op. .o_ _. . w- v _c r ., .,. o _: o _ .. .a ., . e. u. u e . . u s. .e schedule pe rmits , _ce:pute bills for 75 kw and 150 kw demands at voltages between 2,200 and 4,000 .and bills for 300 hu, 500 kw

{- and 1,000 kw de= adds.at voltages between ll,000:and 13,200.

Othar.ise compute oills for the vcitage at 'thich service is e.gr.w.%_ n_d ,.3 .p.. 3*_u= a_ 1. a, - e_r ew u

u. .o m. u w g. e . .o

. .t u 3_

w -3_

...s o *. . e.n...n. .-n. _' _1 ;o . . -.i .

used.

. .a,. ..

e 1 ,

.r. , s.e e s c s,. c3 c.,a 1.o. u.1 lc..~.=

1 3

<* t*

c'vv.f. . .n. .faa. 3_ u.3t .e

o. .a a S *. . . . 6.

c ,. <, ., u, .4~n-- , : ' o. . . ~:--s -

t:.-; . . . . . . , ~

-.. -w

.. . u. .. L,. . .., ,. ... .a Co .-,

w . .. w .- .

4,.

.o . s n r. 4- - . . C n. . y

..t,.,.

-.. v, p.. ..u-.. . , , . - - . ,..._._..n .- - ,3 :

-_1._1 e, i,-- , c_ g -ri c '1

. '.O. .' C"3

. i . ' e " C C .. "- " ' t ' _ ' " . . .

o. . vu. a w......D.

(a) Billi".c Oc and. The kilcwatt-demands shown 4 in m$ c *e"m a l b 4 .'. li n g m = ... = .*. 4 =-

a.. m^~' ^.-

I. _'n.(-) w '_"a_ '-.' . a.

of a custc=2r af ter all adjustments , e:: cept those for power factor and voltage, have been made.

(b) Pcwer Factor. Compute all bills for =ctive power at 35% lagging power factor. I!cte any adjustrents.

(c) Kilovcit-a. peres or Ecrsecct.er. For schedules casing charges on .u lovol:-amperes or horsepcwer assume the following conversions-BILLI"G DE:G.:ID

_Kw Kva Ho 75- 88 100 150 176 200 300 353 400 500 588 667 1,000 1,176 1,333

10. TYPE OF SERVICE . Show the application of the rate schedules using the following symbols:

ti - where the schedule per=its unrestricted -.otive power only

?iUL - where the schedule permits unrestricted lichtin: ~ '

in addition to unrestricted =ctive power IiRL - where the schedule permits unrestricted c.ative power and in addition restricting li~htin 4

a S