EQC staff report tables draft052212

	A	B	C	D	E	F	G	H
1	Oregon E-Cycles Existing fee schedule Oregon historical manufacturer data
2	Current Fee Schedule
3	Tier	Market Share	Current Fee	Average number of mfrs/tier	Average total market share/tier
4	Tier 1	> 1%	$15,000	17	92.72%
5	Tier 2	0.1% ≤ 1%	$5,000	17	6.46%
6	Tier 3	0.01% < 0.1%	$200	18	0.75%
7	Tier 4	< 0.01%	$40	111	0.071%
8	Average # mfrs/year = 163 ''''''''''''''
12	average	0.66246465	0.26477774	0.06463657	0.00600738	0.00146058	0.00029427	0.0004179
14		92.724%		6.464%	0.747%		0.071%

existing fees

	A	B	C
1	Proposed fee structure
2	Tier	Market Share	Fee
3	Tier 1	5% or greater	Calculate to meeting remaining revenue need1. For each tier:
4			1) Determine fee for each tier:
5	Tier 2	1% to < 5%	[Total market share of tier] x [remaining revenue need] = fee for tier
6	Tier 3	0.1% to < 1%	# manufacturers in tier
7	Tier 4	0.03% to < 0.1%	2) Adjust so all fees are ≤ $35K and ≥ $200
8	Tier 5	0.01% to < 0.03%	● Cap any fee over $35K; distribute revenue above cap to lower tiers in proportion to market share ● Raise any fee to $200; recalculate fees for higher tiers
9	Tier 6	< 0.01%	$200
10	Tier 7	< 50 units	$40
11	Notes: 1) remaining revenue need = revenue need minus expected revenue from Tiers 6 and 7

proposed fee

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P
1	response to comment - #4 fee variability using historical market share data and proposed fee structure
2		Tier 1 # of mfrs/fee		Tier 2 # of mfrs/fee		Tier 3 # of mfrs/fee		Tier 4 # of mfrs/fee		Tier 5 # of mfrs/fee		Tier 6 # of mfrs/fee		Tier 7 # of mfrs/fee
3	Year	Number of mfrs	Fee	Number of Mfrs	Fee	Number of Mfrs	Fee	Number of Mfrs	Fee	Number of Mfrs	Fee	Number of Mfrs	Fee	Number of Mfrs	Fee	Total Mfr/year
5	2008	8	$30,917	14	$9,717	17	$1,327	7	$211	7	$200	1	$200	107	$40	161
6	2009	6	$35,000	13	$12,678	16	$2,073	15	$274	5	$200	1	$200	111	$40	167
7	2010	8	$35,000	8	$11,937	19	$1,725	11	$573	7	$200	0	-*	108	$40	161
8	2011	9	$35,000	5	$12,332	15	$1,841	8	$284	12	$200	2	$200	117	$40	168
9	2012	6	$35,000	9	$17,468	19	$1,847	8	$406	8	$200	15	$200	94	$40	159

fee variability

	A	B	C	D	E	F	G	H	I	J	K	L	M	N
1	cost per unit using historical market share data and proposed fee schedule
2
3	Average Cost per Unit - Proposed Fee Historical Oregon manufacturer data									Average Cost/unit for proposed fee structure
4	Year	Tier 1	Tier 2	Tier 3	Tier 4	Tier 5	Tier 6	Tier 7**	Total number of units	2012 Oregon manufacturer data and tier placements*
5	2008	$0.71	$0.71	$0.71	$0.71	$2.20	$4.00	$2.35	573,121	Average cost/ unit**	Proposed Tier	Proposed Fee	Average number of units	Total number of Units*
6	2009	$0.52	$0.63	$0.63	$0.65	$1.71	$3.13	$3.64	726,003	$0.20	Tier 1	$35,000	176,533	1,059,319
7	2010	$0.56	$0.59	$0.64	$1.34	$1.18	-*	$3.33	716,245	$0.39	Tier 2	$17,468	44,531	400,777
8	2011	$0.40	$0.41	$0.41	$0.41	$1.20	$3.23	$3.08	1,002,539	$0.39	Tier 3	$1,847	4,708	89,444
9	2012	$0.20	$0.39	$0.39	$0.39	$0.66	$2.20	$2.00	1,562,016	$0.39	Tier 4	$406	1,034	8,274
10	* no manufacturers in Tier 6 - all in Tier 7									$0.66	Tier 5	$200	303	2,424
11	** average of those manufacturers with reported market share - excludes all those with zero MS									$2.20	Tier 6	$200	91	1,372
12										$2.00	Tier 7	$40	20	406
13										* 2012 Tiers are determined using 2011 market share data for devices sold in Oregon
14										** cost/unit varies with total number of units sold in Oregon for each year

cost per unit

	A	B	C	D
1	cost per unit existing fee schedule
2	Average Price/unit for current fee schedule
3	Average Price/ unit	Current Tier	Current Fee
4	$0.14	Tier 1	15000	$0.14
5	$1.06	Tier 2	5000	$1.06
6	$0.19	Tier 3	200	$0.15
7	$0.29	Tier 4	40	$0.72

	A	B	C	D	E	F	G	H	J	K	L	M	N	O	P
1	cost per unit two tier proposal using historical market share data
2		Ave # of units High Tier	Ave # of units Low Tier	Average Cost/Unit High Tier	Average Cost/Unit Low Tier	Number of Mfrs - High Tier	Number of Mfrs - Low Tier	do not have total units yet		Ave # of units High Tier	Ave # of units Low Tier	Average Cost/Unit High Tier	Average Cost/Unit Low Tier	Number of Mfrs - High Tier	Number of Mfrs - Low Tier
3	2008	11,851	34	$0.59	$14.93	53	108		2008	11851.2	33.5	0.59065749	14.92537313	53	108
4	2009	18,273	38	$0.38	$13.33	55	112		2009	18273	37.5	0.38307886	13.33333333	55	112
5	2010	17,137	12	$0.41	$41.67	53	108		2010	17137	12	0.40847289	41.66666667	53	108
6	2011	24,340	38	$0.29	$13.33	49	119		2011	24339.8	37.5	0.2875948	13.33333333	49	119
7	2012	45,426	56	$0.15	$9.01	50	109		2012	45425.8	55.5	0.15409745	9.00900901	50	109
11										2008	2009	2010	2011	2012
12									Ave # of units High Tier	11851.2	18273	17137	24339.8	45425.8
13	big tier	53	55	53	49	50			Ave # of units Low Tier	33.5	37.5	12	37.5	55.5
14	small tier	108	112	108	119	109			Average Cost/Unit High Tier	0.59065749	0.38307886	0.40847289	0.2875948	0.15409745
15									Average Cost/Unit Low Tier	14.92537313	13.33333333	41.66666667	13.33333333	9.00900901
16									Number of Mfrs - High Tier	53	55	53	49	50
17									Number of Mfrs - Low Tier	108	112	108	119	109
19	Average number of units - proposed fee structure
20		Tier 1	Tier 2	Tier 3	Tier 4	Tier 5	Tier 6	Tier 7
21	2008	43,374	13,633	1,862	296	91	50	17
22	2009	67,403	20,132	3,291	422	117	64	11
23	2010	62,083	20,305	2,700	428	169	-*	12
24	2011	86,427	29,945	4,470	690	167	62	13
25	2012	176,553	44,531	4,708	1,034	303	91	20

cost per unit 2-tier

	A	B	C	D	E
1	Year-by-Year Revenue Need Oregon E-Cycles program Oregon E-Cycles Registration Fee
2		2012	2013	2014	2015
3		FY13*	FY14	FY15	FY16
4	Annual operating costs**	$360,000	$360,000	$360,000	$395,000
6	Repay loan and create operating balance	$55,000	$55,000	$60,000	$55,000
7	Add new products		$20,000	$15,000	$15,000
8		$415,000	$435,000	$435,000	$465,000
9		$415,000	$435,000	$435,000	$465,000
10	*Fiscal years run from July 1 through June 30. The FY designates the ending year, e.g. FY13 is the year ending June 30, 2013. FY13 corresponds to E-Cycles billing year 2012.
11	** Operating budget is held constant for FY14 & 15. Efficiencies are expected to offset cost factor increases of approximately 7%. FY16 includes allowance for a 10% cost increase over FY13.

Revenue Need

	A	B	C	D	E
1	impacts on fee payers using 2012 data
2	Tier	Proposed Fee	Existing fee	Number of Proposed Mfrs	Number of Mfrs in Existing Tier Schedule
3	1	$35,000	$15,000	6	15
4	2	$17,468	$15,000	9
5	3	$1,847	$5,000	19	19
6	4	$406	$200	8
7	5	$200	$200	8	16
8	6	$200	$40	15
9	7	$40	$40	94	109

fee comparison existing-new

	A	B	C	D	E	F	G	H	I	J	K	N	Q	R	S	T	U	V
1	Oregon E-Cycles Existing Fee Structure and Registration Fee Revenue Received Number of Manufacturers/Total Market Share
2		Market Share	Fee	2008		2009		2010		2011
3	Tier 1	> 1%	$15,000	22	93.85%	19	91.73%	16	92.05%	14	92.52%
4	Tier 2	0.1% ≤ 1%	$5,000	17	5.52%	16	7.25%	19	7.13%	15	6.69%
5	Tier 3	0.01% < 0.1%	$200	14	0.52%	20	0.98%	18	0.80%	20	0.75%
6	Tier 4	< 0.01%	$40	108	0.11%	112	0.04%	108	0.02%	119	0.04%
7	Total Manufacturers			161		167		161		168
8	Revenue received			$388,000		$339,000		$339,000		$287,000
9	Average/4 years			$338,338
13				Tier 1						Tier 2		Tier 3		Tier 4
14	2008			22						17		14		108	161
15	2009			19						16		20		112	167
16	2010			16						19		18		108	161
17	2011			14						15		20		119	168
18	2012			15						19		16		109	159
22	Oregon E-Cycles – Manufactures and Market Share by Tier													2008	2009	2010	2011	2012
23	Using E-Cycle data for 2008-2012												Tier 1	22	19	16	14	15
24	Existing Fee Structure							Mfrs/year		Total Market Share
25	Fee Tiers					Fee		Mfrs/year		Total Market Share
26	Tier 1					$15,000		17		92.72%			Tier 2	17	16	19	15	19
27	Tier 2				$5,000			17	6.46%
28	Tier 3					$200		18		0.75%
29	Tier 4					$40		111	0.07%				Tier 3	14	20	18	20	16
30	Total							163
31	Add ranges – to show changes. What’s range on market share useful –useful? IIhaven’t seen number? Average may be OK.
33													Tier 4	108	112	108	119	109
34														161	167	161	168	159

draft table showing rev by yr

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U
1	Comparison: Proposed to Existing Registration Fees
2	Using E-Cycles Manufacturer Data for 2008 – 2012
3	and $415,000 as the Revenue Need
4	Proposed Fees1
5		Tier 1			Tier 2			Tier 3			Tier 4			Tier 5		Tier 6			Tier 7
6	Year	Mfrs		Fee	Mfrs		Fee	Mfrs		Fee	Mfrs		Fee	Mfrs	Fee	Mfrs		Fee	Mfrs	Fee	Total Mfrs
7	2008	8		$30,917	14		$9,717	17		$1,327	7		$211	7	$200	1		$200	107	$40	161
8	2009	6		$35,000	13		$12,678	16		$2,073	15		$274	5	$200	1		$200	111	$40	167
9	2010	8		$35,000	8		$11,937	19		$1,725	11		$573	7	$200	0		-	108	$40	161
10	2011	9		$35,000	5		$12,332	15		$1,841	8		$284	12	$200	2		$200	117	$40	168
11	2012	6		$35,000	9		$17,468	19		$1,847	8		$406	8	$200	15		$200	94	$40	159
12	Existing fees
13	All Yrs			$15,000			$15,000		$5,000			$200			$200		$40			$40
14	Proposed to existing fee changes
15	2012	6	$20,000		9	$2,468		19	($3,153)		8	$206		8	same	15	$160		94	same
16	1The fee for each tier depends on the total market share of manufacturers in the tier, the number of manufacturers in the tier, revenue need for the year, and the amount of revenue over the $35,000 cap distributed to lower tiers.
19					($7,751)
20									($746)				($362)
22					80%				56%
23													172%

Sheet1

	A	B	C	D	E	F	G	H
1	Fee Revenue and Program Admin costs
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22