Docket No. 3762 - Interstate Navigation Co. - General Rate Application and CPI Rate Increase Filings. Docket opened in 7/31/06. Status of Docket: Closed. Interstate Navigation's Final Accumulated Earnings Report (10/10/13) Division of Public Utilities - Review of Interstate's Earnings Report (12/30/13) PUC Order No. 21407 issued to Interstate Navigation Co. accepting the company's Final Accumulated Earnings Report. Written Order issued 3/26/14. Filings Relating to Interstate Compliance Filing to Eliminate the One-year 1.75% ROE increase effective 4/1/12: Interstate Navigation - Filing to eliminate the one-year ROE increase (1/30/12) Procedural Schedule Division of Public Utilities - Position Memorandum (3/2/12) Town of New Shoreham - Comments (3/2/12) Commission issues Order No. 20674 approving Interstate's request to eliminate the one-year ROE increase effective April 1, 2012. Written Order issued 3/9/12. Filings Relating to Interstate's Tariff Change Based on Consumer Price Index (CPI) for effect January 1, 2012 for traditional ferry service: Interstate's request for automatic CPI rate increase for its traditional ferry service effective January 1, 2012 (10/31/11) Notice to Solicit Comments Division's position regarding Interstate Navigation's 10/28/11 CPI rate increase (12/2/11) Town of New Shoreham - Letter indicating no objection to Interstate's CPI rate increase (12/5/11) Christopher Warfel - Public comments (12/6/11) Interstate Navigation - Letter concerning Christopher Warfel's December 6, 2011 comments (12/7/11) Interstate Navigation - Response to Commission's 1st set of data requests (12/20/11) Commission issues Order No. 20609 approving Interstate's October 31, 2011 request to adjust rates based on annual CPI-U Northeast for effect 1/1/12. Written Order issued (1/5/12) Division of Public Utilities - Position Memorandum (3/2/12) Town of New Shoreham - Comments (3/2/12) Filings Relating to Interstate's Motion to Extend Interstate's Rate Plan for one year, through December 31, 2012: Interstate Navigation files a Motion to Extend Interstate's Rate Plan for one year, through December 31, 2012. (filing submitted on 3/31/11) Interstate Navigation - Response to Division's 1st set of data requests (4/18/11) Procedural Schedule Town of New Shoreham - Letter in support of Extension of Amended Settlement Agreement. Division of Public Utilities - Letter in support of proposed rate plan extension and recommendation to approve document entitlled "Extension of Amended Settlement Agreement" incorporating parties' signature. Commission Order No. 20406 approving Interstate's Motion to Extend the Rate Plan for One Year through December 31, 2012. Written Order issued 7/5/11. Filings Relating to Interstate's Tariff Change Based on Return on Equity (ROE) for effect January 1, 2011 for traditional ferry Service: Procedural Calendar Notice of Hearing - scheduled March 25, 2011 @ 10 AM Interstate' ROE Rate Filing for its traditional ferry service, an across the board increase of 1.92% effective 1/1/11(filed 12/23/10) and proposed freight tariffs Interstate' response to Division's 1st set of data requests (1/28/11) Division of Public Utiliteis - Comments on Interstate' ROE Rat Filing (2/16/11) Interstate Navigation - revised tariffs calculated to reflect a 1.75% accross the board rate increase (3/24/11) Commission issues Order No. 20283 approving a rate increase of 1.75% for Interstate's traditional ferry service effective April 1, 2011. Written Order issued 6/16/11. Filings Relating to Interstate's Tariff Change Based on CPI-U for effect January 1, 2011 for traditional ferry service: Procedural Calendar for Docket Notice to Solicit Comments on Interstate's CPI Tariff Filing. Comments due 12/10/10. Interstate Navigation Co. - Tariff filing to increase rates based on the change in the CPI-U from September 30, 2009 to September 30, 2010 by 1.2% to reflect the CPI effective January 1, 2009 (filed 11/8/10) Interstate Navigation Co. - Response to Commission's data requests (11/22/10) Division of Public Utilities -Memo and recommendation regarding Interstate Navigation's November 5, 2010 CPU rate filing (12/7/10) Town of New Shoreham - Comments (12/8/10) PUC issues Order No. 20228 approving Interstate Navigation's November 8, 2010 request to adjust rates based on the annual change in the CPI-U Northeast, effective 1/1/11. Written Order issued 12/21/10. Filings Relating to Interstate's Tariff Change Based on CPI-U for effect January 1, 2009 for traditional ferry service: Interstate Navigation Co. - Tariff filing to increase rates based on the change in the CPI-U from September 30, 2007 to September 30, 2008 by 5.2% to reflect the CPI effective January 1, 2009 (filed 10/23/08) PUC issues Notice to Solicit Commnets on Interstate's tariff filing on 10/23/08. Division of Public Utilities - Position and recommendation to approve Interstate's proposed CPI rate increase for effect January 1, 2009 (filed 11/20/08) PUC issues Order No. 19668 approving Interstate Navigation's filing to adjust rates based on the annual change in the CPI-U Northeast effective 1/1/09. Written Order issued 2/3/09. PUC issues Report and Order No. 18957 in Docket Nos. 3762 and 3764 approving a Settlement Agreement between Interstate Navigation Co. and the Division of Public Utilities and Carriers. The Order incorporates the Amended Settlement Agreement, rates and commodity charges, and the Application for Issuance of Block Island Ferry Islander Card. The Settlement establishes a rate plan which includes a provision for a two year rate freeze on rates for traditional ferry service after an increase in base rates to produce additional revenues of $1,100,694 effective January 1, 2007, restrictions on rate increase for traditional ferry service in 2009, 2010 and 2011, a performance-base rate plan which includes an earnings sharing mechanism, and procedures to credit customers for decreases in fuel for traditional ferry services below a $2.00 per gallon floor (including taxes) during the term of the rate plan established by the Settlement. Written Order issued 5/11/07. Filings submitted prior to the issuance of Report & Order No. 18957, May, 11, 2007 Interstate Navigation's application in support of rate increase (includes transmittal letter, current rates, proposed rates, notice and index of filing requirements; including testimony of the following witnesses: Testimony & Exhibits of Joshua Linda (7/31/06) Testimony & Exhibits of David G. Bebyn, CPA (7/31/06) Testimony & Exhbits of Walter E. Edge, Jr., MCP, CPA (7/31/06) Rebuttal testimony and exhibits of Walter E. Edge, Jr. MCP, CPA (11/10/06) Rebuttal testimony of William McCombe (11/14/06) Town of New Shoreham - Motion to Intervene (9/6/06) Procedural Schedule for the Docket Notice of Hearing - public comment hearing on Block Island on 11/16 and PUC office on 12/12/06 Stipulation between Interstate Navigation, the Town of New Shoreham and the Division. The parties agreed to defer all issues associated with the ratemaking treatment of Interstate's high speed operations (in Docket No. 3764) in the context of determining revenue requirements in this docket (9/15/06) - The PUC accepted the Stipulation at open meeting on September 28, 2006. Division of Public Utilities - Testimony and schedules of witness David Effron (10/27/06) Town of New Shoreham - Position Memorandum on rate filing (10/27/06) Settlement Agreement entered between Interstate Navigation and Division of Public Utilities resolving issues in docket (12/7/06) Town of New Shoreham - Opposition to Settlement Agreement entered in the Interstate Navigation rate proceeding (12/11/06) Amended Settlement Agreement executed between Interstate Navigation and the Division of Public Utilities, and addressing PUC's record requests propounded at the December 12 hearing (12/15/06) Town of New Shoreham - Letter in lieu of a brief on the issues relating to the Amended Settlement entered between Interstate Navigation and the Division (12/20/06) Interstate Navigation - Supplemental attachment, revised "Commodity Rates", to Amended Settlement Agreement (12/22/06) Joint response of Division and Interstate Navigation to PUC's data request (of 12/22/06) regarding modification to the Amended Settlement (12/22/06) At open meeting held December 27, 2006, the PUC approved the Amended Settlement. Interstate Navigation Co. - Joint petition of Interstate and the Town regarding Block Island Resident Fares - parties seek approval to utilize the residency criteria set forth in the New Shoreham Code of Ordinance to determine eligibility for discounted residents fares (4/17/07) Interstate Navigation Co. - Slightly revised Application for Issuance of a Block Island Ferry Island Card (4/26/07) Division of Public Utilities - Memo in support to approve the Joint Petiton of Interstate and Town of New Shoreham seeking approval of the residency criteria to determine eligibility for discounted residents fares (5/2/07) Responses to Data Requests Interstate Navigation Co. - Response to Commission's 1st set of data requests (9/11/06) Interstate Navigation Co. - Response to Division's 1st set of data requests (filed 9/6/06) Interstate Navigation Co. - Response to Division's data requests 1-26 and 1-27 (9/14/06) Interstate Navigation Co. - Response to Division's 2nd set of data requests (9/28/06) Interstate Navigation Co. - Response to Division's 3rd set of data requests (10/16/06) Interstate Navigation Co. - Response to Town's 1st set of data requests (10/6/06) Interstate Navigation Co. - Response to Town's 2nd set of data requests (10/16/06) Interstate Navigation Co. - Response to Town's 3rd set of data requests (11/2/06) Interstate Navigation Co. - Follow-up response to Town's data requests (11/14/06) Division of Public Utilities - Response to PUC's data request on the settlement (12/11/06) Interstate Navigation Co. - Response to PUC's data request on the settlement (12/11/06)