Docket No. 4770 Docket No. 4770 - The Narragansett Electric Co. d/b/a National Grid - Application for Approval of a Change in Electric and Gas Base Distribution Rates (filed on November 27, 2017) PUC Report and Order No. 23823 issued to National Grid and the Parties accepting the Amended Settlement Agreement subitted in Docket No. 4770 relating to the Company's request to change base distribution rates for both electric and gas operations, and Docket No. 4780 relating to the proposed Power Sector Transformation Vision and Implementation Plan. Order issued 5/5/20. National Grid's Discovery Log Index as of June 18, 2018 First Procedural Schedule Second Revised Procedural Schedule Division of Public Utilities' letter requesting for a procedural conference to discuss procedural matters (3/16/18) PUC's response to Division's March 16 letter and the filing of supplemental testimony by the Division (3/26/18) Third Revised Procedural Schedule (4/24/18) Revised Procedural Schedule for Dockets 4770 & 4780 PUC Memo on Discovery Update (1/28/18) Notice of Public Hearings Notice of Public Hearings - Commence time of June 7 hearing moved from 9:30 AM to 1:30 PM Notice of Hearing - Oral Arguments on Motion to Intervene at 1:00 PM, February 14, 2018 Updated Notice for Providence Public Hearing (to be held March 1, 2018) Notice of Hearing - Oral Arguments on Motion for Protective Treatment of Confidential Information at 11:00 AM, May 31, 2018 Amended Notice of Public Hearing commence time of June 7 hearing moved from 1:30 PM to 2:00 PM Notice of Public Hearings on Settlement - commences on June 12, 2018 Notice of Public Hearing at 5:30 PM, June 19, 2018 at CCRI Liston Campus, Providence RI Notice of Hearing on July 18, 2018 to address administrative matters I. National Grid's Direct Testimony/Schedules in Support of Rate Change Application: A) National Grid's Direct Case National Grid filed on November 27, 2017, an application to implement an increase in electric and gas base distribution rates to recover the costs incurred to operate the electric and gas distribution systems on a safe and reliable basis for customers. The rates are designed to recover approximately $41.3 million for the electric system and approximately $30.3 million for the gas system. The application includes a Transmittal Letter summarizing the components of the application, direct case testimony and the Filing Requirements in conformance with Section II of PUC Rules. Also, the filing consists of the Company's Power Sector Transformation Vision and Implementation Plan (PST Plan). The application includes the direct testimony of the following witnesses in support of the Company's application: Book 1 - Direct Case Testimony of Timothy F. Horan - Rhode Island Jurisdiction regarding the Company’s commitment to providing Rhode Island customers and the operating factors motivating the Company’s proposals in this filing; and Testimony and schedules of Maureen P. Heaphy - Compensation, Benefits, and Pensions Book 2 - Direct Case Testimony and schedules of Robert B. Hevert -Supporting the Company’s proposed rate of return and capital structure. Book 3 -Direct Case Testimony and schedules of Joseph F. Gredder - Forecast of electric deliveries and customer counts used to support the revenue requirement and rate design for Narragansett Electric; and Testimony and schedules of Theodore E. Poe, Jr. - Historical and forecast of customer count and customer demand data used to support the revenue requirement and rate design for Narragansett Gas. Book 4 - Direct Case Joint testimony and schedules of Raymond J. Rosario, Jr. and Alfred Amaral III and Ryan M. Constable - Distribution, presenting the Company’s proposal to add new electrical and gas worker positions over and above the Company’s current staffing complement to address system workforce requirements, increased distributed generation interconnection applications, and gas-safety and compliance programs. Testimony and schedules of John F. Isberg - Company’s customer-based proposals that seek to engage and educate all customers about National Grid programs and services available to them, with a particular focus on income-eligible customers. Book 5 -Direct Case Testimony and schedules of Ned Allis - Presenting the depreciation study and proposed depreciation rates for ratemaking purposes for Narragansett Electric. Book 6 - Direct Case Testimony and schedules of Ned Allis - Presenting the depreciation study and proposed depreciation rates for ratemaking purposes for Narragansett Gas. Book 7 - Direct Case Joint testimony and schedules of Anuraag Bhargava, Daniel J. DeMauro, and Mukund Ravipaty - Describing National Grid USA’s Information Services function and the major Information Services investments and initiatives, both during the test year and post-test year. Joint testimony and schedules of Anthony H. Johnston and Christopher J. Connolly - Presenting the critical need for the Company’s Gas Business Enablement Program and its benefits. Book 8 - Direct Case Testimony of Melissa A. Little - Presenting the Company’s revenue-requirement analyses for Narragansett Electric and Narragansett Gas. Book 9 - Direct Case Schedules of Melissa A. Little - Schedule MAL-1 through Schedule MAL-29 - Revenue requirements Book 10 - Direct Case Schedules of Melissa A. Little; - Schedule MAL-30 through Workpaper MAL-5 - Revenue requirements Book 11 - Direct Case Workpapers of Melissa A. Little - Workpaper MAL-6 through Workpaper MAL-12-GAS - Revenue requirements Book 12 - Direct Case - Correction of inadvertent reference error in the G-32 - G-62 tab Testimony, schedules, and workpapers of Howard S. Gorman - Presenting the allocated cost of service study for Narragansett Electric, proposed class revenue allocation and rate design, and typical bill impacts. Book 13 - Direct Case Testimony and Schedules Paul M. Normand, Schedule PMN-1 through Schedule PMN-6 - Describing the Company’s proposed allocated cost of service study for Narragansett Gas, proposed class revenue allocation and rate design, and typical bill impacts. Book 14 - Direct Case Schedules of Paul M. Normand - Schedule PMN-7 through Schedule PMN-9 of Paul M. Normand Book 15 - Direct Case Joint testimony, schedules, and workpapers of Ann E. Leary and Scott M. McCabe - Presenting the change in the manner by which eligible customers receive the low income bill discount proposed for Narragansett Gas and Narragansett Electric, respectively. Ms. Leary’s testimony also explains the development of rate year revenue and presents Narragansett Gas’ proposed distribution service tariffs. Mr. McCabe’s testimony also explains the development of rate year revenue and presents Narragansett Electric’s proposed distribution service tariffs. Book 16 - Direct Case Schedule PP-4-ELEC and Schedule PP-5-ELEC containing clean and marked proposed tariffs, respectively, for Narragansett Electric. Book 17 - Direct Case Schedule PP-4-GAS and Schedule PP-5-GAS containing clean and marked proposed tariffs, respectively, for Narragansett Gas. Filing Requirements Book 1 of 4 Filing Requirements Book 2 of 4 Filing Requirements Book 3 of 4 Filing Requirements Book 4 of 4 National Grid's Transmittal - Revised schedules and workpapers reflecting the impact of The Tax Cuts and Jobs Act of 2017 (filed 4/3/18) Revised Schedules of Howard Gorman Revised Schedules of Paul M. Normand Revised Schedules of Anne Leary and Scott McCabe B) National Grid's Rebuttal Case National Grid's Transmittal Letter - The Company's Rebuttal Case includes the testimony and schedules the following witnesses: Book 1 - Rebuttal Case - Rebuttal testimony and schedules of Robert B. Hevert - Rate of Return & Capital Structure Book 2 - Rebuttal Case Testimony and schedules of Ned Allis - Presenting Depreciation Testimony and schedules of Theodore E. Poe, Jr. - Presenting Gas Sales Forecast Joint rebuttal testimony of John Gilbert, Daniel J. DeMauro, and Mukund Ravipaty - Preseinting Information Services Joint rebuttal testimony of Anthony H. Johnston and Christopher J. Connolly - Presenting Bas Business Enablement Program Joint rebuttal testimony of Raymond J. Rosario, Jr., Alfred Amaral III, and Ryan M. Constable - Presenting Electric and Gas Operating Expenses Rebuttal testimony of Maureen P. Heaphy - Presenting Employee Compensation Rebuttal testimony of Melissa A. Little - Presenting Revenue Requirement Book 3 - Rebuttal Case - Revenue Requirement Schedules of Melissa M. Littte - Schedule MAL-1-ELEC (REV-2) through Schedule MAL-29 (REV-2) Book 4 - Rebuttal Case - Revenue Requirement Schedules and Workpapers of Melissa M. Little – Schedule MAL-30 (REV-2) through Workpaper MAL-5 (REV-2) Book 5 - Rebuttal Case - Revenue Requirement Workpapers of Melissa M. Little – Workpaper MAL-6 (REV-2) through Workpaper MAL-12-GAS (REV-2) Book 6 - Rebuttal Case Rebuttal testimony and schedules of Howard S. Gorman - Presenting Electric Allocated Cost of Service Study, Class Revenue Allocation, and Rate Design Rebuttal testimony and schedules of Paul M. Normand - Presenting Gas Allocated Cost of Service Study, Class Revenue Allocation, and Rate Design Joint rebuttal testimony and schedules of Ann E. Leary and Scott M. McCabe - Presenting Low-Income Discount, Pricing, and Tariff Revisions Book 7 - Rebuttal Case Rebuttal testimony of Kayte O’Neill - Presenting Power Sector Transformation (PST) Plan Cost Recovery and Performance Incentive Mechanisms Rebuttal testimony of Robert D. Sheridan - Presenting Grid Modernization Investments Rebuttal testimony of John O. Leana - Presenting Advanced Metering Functionality Technology Joint rebuttal testimony and schedule of Timothy R. Roughan and Meghan McGuinness - Presenting erformance Incentive Mechanisms National Grid's Transmittal Letter on Revised Schedules and Workpapers of Melissa Little - Revision 1 (Book 9, Book 10 & Book 11 of Direct Case) Revised Schedules of Melissa Little, Schedule MAL-1 (REV-1) through Schedule MAL-29 (REV-1) Revised Schedules of Melissa Little, Schedule MAL-30 (REV-1) through Schedule MAL-42 (REV-1) Revised Workpaper of Melissa Litte, Workpaper MAL-6 (REV-1) Supplemental Filing of the Power Sector Transformation (PST) Plan documents filed by the Company in Docket No. 4780 for filing in Docket No. 4770. National Grid's Transmittal Letter and Motion for Protective Treatment of Confidential Information. The Supplemental Filing includes the following: Book 1 of 3 - Supplemental Testimony and Schedules of PST Panel Book 2 of 3 - Supplemental Appendices and Workpapers of PST Panel (Redacted) Book 3 of 3 - Supplemental Appendices and Workpapers of PST Panel (Redacted) Book 1 of 1 - Supplemental Joint Testimony and Schedules of PST Panel II. Division of Public Utilities & Carriers' (Division) Testimony and Exhibits: Division's Filing Letter and Direct Testimony of the following witness on behalf of the Division: Testimony of Tim Woolf - Policy Summary Testimony of Michael Ballaban and Dave Effron - Revenue Requirements Testimony of Tina Bennett and Alan Neale - Gas Business Enablement Testimony of Greg Booth - Grid Modernization Testimony of Matthew Kahal - Cost of Capital Testimony of Tim Woolf and Melissa Whited - Additional Cost of Capital Considerations and Benefit Cost Analysis Testimony of Roxie McCullar - Depreciation Testimony of Roger Colton - Income Eligible Testimony of John Athas - Electric Allocated Cost of Service & Rate Design Supplemental Testimony of John Athas Testimony of Bruce Oliver - Gas Allocated Cost of Service & Rate Design III. Intervenors' Testimony and Exhibits: RI Office of Energy Resources - Comments Dept. of Navy - Testimony and Exhibits of Ali Al-Jabir New Energy RI - Testimony of Karl Rabago Exh 1- Karl Rabago's Resume Exh 2 - Karl Rabago's Prior Testimony Acadia Center - Testimony of Mark LeBel Walmart Stores East, LP and Sam's East, Inc. - Testimony of Gregory W. Tillman The George Wiley Center - Comments IV. Settlement Agreement (Dockets 4770 & 4780), Testimony & Comments; Amended Settlement Agreement and Compliance Filing: Settlement Agreement (6/6/18): National Grid's Transmittal Letter Settlement Agreement of the contested issues Settlement Agreement Attachments Settlement Issues Matrix listing the issues in the combined docket, the agreement/resolution of those issues among the Settling Parties, and rationale for such agreement/resolution Settlement Testimony of National Grid supported by the following witnesses: Timothy F. Horan, Maureen P. Heaphy, Robert B. Hevert, John Gilbert, Anthony H. Johnston, Ned Alis, Kayte O'Neill, Melissa A. Little and Ann E. Leary. Division of Public Utilities and Carriers - Testimony of Jonathan E. Schrag in Support of Settlement Dept of Navy - Testimony of Ali Al-Jabir's in Support of Settlement Agreement Northeast Clean Energy Council and the Conservation Law Foundation - Settlement Testimony of Nathan Phelps and Ronald J. Binz New Energy RI - Testimony of Karl Rabago Conservation Law Foundation, Sierra Club, Natural Resources Defense Council and People's Power and Light - Testimony of Douglas B. jester and Benjamin A. Stafford in Support of Settlement Direct Energy Business, LLC, Direct Energy Services, LLC, and Direct Energy Solar - Testimony of Frank Lacey in Support of Settlement George Wiley Center - Comments on Settlement People's Power and Light - Statement of Support Walmart - Testimony of Gregory W. Tillman in Support Settlement ChargePoint, Inc. - Supplemental Testimony of David Packard Office of Energy Resources - Comments on Settlement Acadia Center - Settlement Testimony of Mark LeBel Amended Settlement Agreement, including a redlined version of the Amended Settlement Agreement tracking changes from the June 6, 2018 Settlement Agreement ( submitted 8/10/18) National Grid's Compliance Filing (transmittal letter only) ( 8/16/18) : Book 1 through Book 7 includes the final, executed version of the Amended Settlement Agreement, Schedules and Workpapers National Grid's Compliance Filing Revised Attachments 12 and 18 (submitted 8/21/18) National Grid's amended compliance filing to correct a technical omission made in connection with the Company’s compliance filings dated August 16, 2018 and August 21, 2018. This filing removes references to the recently-terminated Optional Large Demand Rate (G-62) (Rate G-62) in RIPUC No. 2098 entitled Qualifying Facilities Power Purchase Rate (QF Tariff) (filing submited 4/13/2020) Division's Memorandum on amended compliance filing pertaining to G-62 Rate (4/23/20) V. Link to Discovery: Rate Filing Data Requests, Data Responses and Discovery Index VI. Motions for Protective Treatment of Confidential Information: National Grid's Confidential Response to Division's Data Requests: National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 1-23-5 (1/8/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 3-54 (1/11/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 5-1, and DIV 5-25 (1/24/18) National Grid's Motion for Protective Treatment of Confidential Information of Supplemental Data Response DIV 5-3, and DIV 5-4 (3/5/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 6-19 (1/24/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 7-1 and DIV 7-31(1/26/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 7-31 Supplement (4/13/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 8-4, DIV8-8 and DIV 8-15 (1/29/18) National Grid's Motion for Protective Treatment of Confdential Information of Data Response DIV 9-5 (2/1/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 12-20 (2/8/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 13-9 (2/8/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 14-29 (2/12/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 44-5 and DIV 44-6 (5/24/18) National Grid's Motion for Protective Treatment of Confidential Information of Supplemental Data Response DIV 7-49 (6/18/18) National Grid's Motion for Protective Treatment of Confidential Information of Second Supplemental Data Response DIV 7-49 (6/18/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response DIV 7-48 Supplemental (7/3/18) National Grid's Motion for Protective Treatment of Confidential Information of Record Response PUC-RR-37 National Grid's Confidential Response to PUC's Data Requests: National Grid's Motion for Protective Treatment of Confidential Information of Data Response PUC 1-16 (12/19/17) National Grid's Motion for Protective Treatment of Confidential Information of Data Response PUC 1-7 and PUC 1-20 (12/19/17) National Grid's Motion for Protective Treatment of Confidential Information of Data Response PUC-5-33 (1/26/18) National Grid's Motion for Protective Treatment of Confidential Information of Data Response PUC 9-1, (Attachments PUC 9-1-1, PUC 9-1-2, PUC 9-1-3, and PUC 9-1-5 (5/18/18) Dept. of Navy's (DON) Confidential Response to National Grid's Data Requests: DON's Motion for Protective Treatment of Confidential Information to NGrid's DR 1-3 and DR 1-4 (4/23/18) VII. Motions to Intervene & Objections filed by: The Conservation Law Foundation (CLF) RI Office of Energy Resources (OER) The Department of Navy (DON) Energy Consumers Alliance of New England, Inc. d/b/a People's Power and Light (PPL) Acadia Center Northeast Clean Energy Counci (NECEC) The George Wiley Center New Energy RI (NERI) National Grid's Objection to New Energy's Motion to Intervene National Grid’s Objection to New Energy Rhode Island’s Motion for Leave to File Reply Wal-Mart Stores East, LP and Sam's East, Inc. (Walmart) National Grid's Objection to Walmart's Motion to Intervene Direct Energy Business, LLC, Direct Energy Services, LLC and Direct Energy Solar (Direct Energy) National Grid's Objection to Direct Energy's Motion to Intervene Direct Energy's Withdrawal of Motion to Intervene ChargePoint, Inc. National Grid's Objection to ChargePoint's Motion to Intervene ChargePoint, Inc. - Moiton to Withdraw Intervention Division of Public Utilities and Carriers' Letter indicating no objection to any of the parties who seek to intervene National Railroad Passenger Corporation (AMTRAK) VIII. Public Comments submitted by: Compilation of letters in support of a Percentage of Income Payment Plan (PIPP) Daniel J. McKee Councilor Kate Leonard, City of Newport Newport City Council General Assembly - House Resolution General Assembly - Senate Resolution Janet Hanuschak James Stamp Chris King, Siemens Thomas Ashley, Greenlots Peter O'Connor, Plug In America Malcom Woolf, Advanced Energy Economy Institute Philip B. Jones, Alliance for Transportation Electrification IX. Link to Docket No. 4780 - Power Sector Transformation Panel Supporting The Narragansett Electric Co. d/b/a National Grid's Power Sector Transformation Vision and Implementation Plan