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4.1. ERMUSR 12-17-2013 Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: Elk River Municipal Utilities Commission Troy Adams, P.E. —General Manager John Dietz—Chair Al Nadeau— Vice Chair Daryl Thompson—Trustee MEETING DATE: AGENDA ITEM NUMBER: December 17, 2013 4.1 SUBJECT: 2014 Budget: Review BACKGROUND: In November the preliminary 2014 budget and rates were presented to the Commission. Based on feedback and minor changes due to finalizing of projects and expense, the proposed 2014 budget is as follows. DISCUSSION: Electric Department Expense Budget Wholesale power costs account for 72% of operating expenses for 2014. The rates set by Great River Energy(GRE)have an enormous impact on ERMU's rates. The 2014 wholesale power rates were designed to provide a 0% increase in GRE revenue from wholesale power sales but actually have a 0.5% impact to ERMU. Early in the budget process the remaining operating expenses for 2014 were budgeted for a 3% inflationary increase. As expense numbers are solidified through the budget process this number changes. The blended increase in electric revenue for 2014 is budged at 1.8% for a budget total of $32,204,342. Notable items in the electric budget for 2014 are: • Reflects the approved 2.7% COLA for the lineworkers' pay plan group and a 2.1% COLA for the other pay plan groups; • Premium increase and cost sharing changes for health insurance; • Continued current efficiency with the LFG plant in terms of higher production and lower maintenance; • An estimate of 1% growth in usage; • Includes $20,000 for consultants, material, and labor for ERMU History Book update and marketing material design in anticipation of upcoming 100th year anniversary in 2015; • Mapping included $30,000 to include outside help for specialized areas; POWERED IT 3; Page 1 of 3 NATURE Reliable Public P O W E R E D T o SERVE Power Provider 50 • An estimated $27,000 exit fee for withdrawal from the Mid-Continent Area Power Pool (MAPP); • New NISC software expenses items include: $12,000 for training and labor implementation, $13,000 additional non-capital portion; • Additional $2,400 in consultant fees for additional audit preparation and support work due to concurrent implementation of new NISC software; • Consulting and labor for territory acquisition and landfill gas plant expansion; • Electric department share of proposed staff additions of part time IT staff, a Customer Service Representative and a Meter Technician starting January 2014; Over the past few years, ERMU has been working to bring the Commercial Demand rate down to be more competitive and help attract and retain commercial business. This direction was also applied to the proposed 2014 rates design. The proposed 2014 rates are: Residential Basic Monthly Charge $11.00 Summer Energy Charge (May-Sep) $0.1318/kWh Winter Energy Charge (Oct-Apr) $0.1178/kWh (This results in an increase for a typical residential customer of 2%) Non-Demand Commercial Basic Monthly Charge $19.00 Summer Energy Charge (May-Sep) $0.1266/kWh Winter Energy Charge (Oct-Apr) $0.1051/kWh (This results in an increase for a typical non-demand commercial customer of 1.7%) Demand Commercial Basic Monthly Charge $60.00 Summer Demand Charge (May-Sep) $16.45/kW Winter Demand Charge (Oct-Apr) $11.67/kW Energy Charge $0.0626/kWh (This results in an increase for a typical demand commercial customer of 1.7%) Water Department Expense Budget The proposed 2014 water budget reflects a 4.6% increase in revenue on a total budget of $2,375,434. Of that increase, 2.9% is collected through the increase to water rates and the remainder through increased WAC. Notable items in the water budget for 2014 are: • Switching to liquid chemicals and related new pumping equipment; • Labor for 25 site visits related to the Wellhead Protection Program; • Maintenance of Structures includes roof repairs for well houses; • Reflects the approved 2.1% COLA for the pay plan groups associated with the water budget; INATURE� Page 2 of 3 Reliable PublicG Power Provider POWERED To SERVE 51 • An estimate of 1% growth in usage; • Premium increase and cost sharing changes for health insurance; • Includes $5,000 for consultants, material, and labor for ERMU History Book update and marketing material design in anticipation of upcoming 100`h year anniversary in 2015; • Mapping included $10,000 to include outside help for specialized areas; • New NISC software expenses items include: $3,000 for training and labor implementation, $3,000 additional non-capital portion; • Additional $600 in consultant fees for additional audit preparation and support work due to concurrent implementation of new NISC software; • Water department share of proposed staff additions of part time IT staff, a Customer Service Representative, and a Meter Technician; As discussed last year, after not implementing a rate increase for three years, we had a 4% increase in 2013, and have planned for a 4% increase in 2014, and 2015 for the first tier component of the water rate. Discussions from last year have provided direction to leave the second and third tiers unchanged and gradually grow the first tier to narrow the gap between these tiers. The proposed budget increases the first tier only, but also increases the base monthly charge. The first tier is increased by$0.06, from $1.56 to $1.62. The increases of the base monthly charges are $1.00 for seniors, $0.31 for residential, and commercial varies $0.37 to $3.95 dependent on the line size. This distribution of the rate increases in this way provides for a balanced budget with appropriate matching of income and expenses for 2014 and positions ERMU for smaller rate increases in the future. Proposed 2014 water rates are as attached on the water rate worksheet. These rate changes result in a 3.3% increase for a typical residential customer. ACTION REQUESTED: • Adoption of the 2014 budget and rates. ATTACHMENTS: • Proposed Summary of 2014 Budgets • Proposed 2014 Electric Revenue and Expense Budget (condensed and unabridged) • Proposed 2014 Water Revenue and Expense Budget (condensed and unabridged) • ERMU Water Rate Worksheet • ERMU Water Utilities Cash Reserves Graph • Proposed 2014 Electric Capital Budget • Proposed 2014 Administration and Technical Services Capital Budgets • Proposed 2014 Water Capital Budget • Proposed 2014 Training and Travel Budget • Proposed 2014 Conservation Improvement Program Budget • 2014 Fee Schedule • 2014 Proposed Rates—Typical Customer Impact Study 1011f RED • fir', Page 3 of 3 NATURE Reliable Public Power Provider P o w E n e o T o S E R V E 52 ELK RIVER MUNICIPAL UTILITIES SUMMARY OF YEAR 2014 BUDGETS ELECTRIC BUDGET SUMMARY 2014 ELECTRIC REVENUE $ 32,204,343 ELECTRIC EXPENDITURES (31,438,571) ELECTRIC NET FOR CAPITAL 765,772 2.38% DEBT RETIREMENT (495,000) PROMISSORY NOTE TO COUNTY (189,348) LESS DEBT PRINCIPAL PMTS 81,424 CAPITAL EQUIPMENT/CONSTRUCTION (2,374,660) LFG SCHEDULED ENGINE REPLACEMENT occurring 2013 FUND FROM RESERVES - BOND REFUNDING (161,685) NET (2,454,921) DEPRECIATION 2,300,000 NET TO RESERVES (154,921) * WATER BUDGET SUMMARY 2014 WATER REVENUE $ 2,375,434 WATER EXPENDITURES (2,487,805) WATER NET FOR CAPITAL (112,371) -4.73% DEBT RETIREMENT (555,000) GROSS (667,371) CAPITAL PROJECTS (751,940) FUND FROM RESERVES FUND FROM CITY TRUNK FUND 280,000 BONDING - NET (1,139,311) DEPRECIATION 1,120,000 NET TO RESERVES (19,311) * 'Currently,target reserves are met,Drawndown is from unrestnced reserves above target levels. BUDGET SUMMARY2014 53 • 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT#I DESCRIPTION I 2012 1 2013 _I 2014 -- I 7 ACTUAL j BUDGET BUDGET TOTAL RESIDENTIAL I$ 10,332,335 $ 10,693,169 $ 11,160,806 F ELECTRIC TOTAL NON-DEMAND 8 2,974,498 3,092,300 3,173,274 -- -TOTAL DEMAND R fiF3a _ - TOTAL SECURITY LTS aBlai(r41Til 50,904 Or, _ TOTAL PUBLIC ST/HWY LIGHTING 274,209 268,038 289,284 TOTAL SALES - - -_ 2E008,218 PROJECTED SALES WITH ERMU RATE INCREASE 0 TOTAL SALES WITH RATE INCREASE 29 008 218 ' - -- - TOTAL OTHER TOTAL REVENUE 30,532,693 30776,744' 3Z204 343 ACCOUNT# DESCRIPTION 2012 _ 2013 _ _ 2014 _. . ACTUAL BUDGET BUDGET OPERATING/MTCE - - PURCHASED POWER 8 20,499,773,00 $ 21,858,688 8 22,514,236,_ TOTAL - ---- -- - 21385,759 22,591,771 23,455,736 DISTRIBUTION : .. --- TOTAL 203,925 208,000. MAINTENANCE -- - TOTAL — - - -- - _ 820,687 734.050 ]51.000 -- _ OTHER EXPENSE TOTAL 3862212 3,904,895 4,041,797 CUSTOMER ACCOUNTS EXP TOTAL 220632 283,000. 237,000 1 ADMINISTRATIVE/GENERAL EXPENSE -- I TOTAL - - -- _ - 2,133561 2,612027 2745038 TOTAL EXPENSE S 28,412,648 S 30,329,468 5 31,438,571 -- - -- _ _ - - 2012 2013 2014 ACTUAL BUDGET BUDGET TOTAL REVENUES 30,532 693 30,776,744 32,204,343 TOTAL EXPENSES 28,412,648 30,390,548 31,438,571 _- _ PROFIT(LOSS) - 2,120,045 386,196 6 765,072 BUDGET COMPARISON 5 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT9 I DESCRIPTION 2012 I 2013 2014 ACTUAL BUDGET BUDGET - ELECTRIC 61-0440-4411 E.R.RESIDENTIAL _ $8,783,805.00 $9,073,687.00 $ 9,470,500.65 - - - - 61-0440-4416 OTSEGO RESIDENTIAL $1,088,696.00 $ 1.122,482.00 $ 1,171,570.77 - -61-0440-4421 B.L.RESIDENTIAL $261,793.00 $ 276,000.00 $ 288,070.13 - -61-0440-4431 DAYTON RESIDENTIAL $198,041.00 $ 221,000.00 $ 230,66485 - -TOTAL RESIDENTIAL - nIENIEESIMIalantalMairOlui 61-0440-4415 E.R.CITY DONATED $194,12700 $ 205,000.00 $ 210,368.06 - - — 61-0440-4412 E.R.NON-DEMAND $2,325,330.00 $ 2,498,800.00 $ 2,564,232.77 -61-0440-4417 OTSEGO NON DEMAND $415,317.00 $ 347,000.00 $ 356,086.43 61-0440-4422 B.L.NON-DEMAND $7,905.00 $ 8,50000 $ 8,722.58 - 61-04404432 DAYTON NON-DEMAND $31,819.00 $ 33,000.00 $ 33,864,13 - - -TOTAL NON-DEMAND - ••hagaRr'mati3a 61-0440-4413 E.R.DEMAND $14,598,135.00 $15,055,92100 $15,569,288.36 ` 61-0440-4418 OTSEGO DEMAND _ $779,885.00 $ 825,00000 $ 853,130.33 61-0440-4423 B.L.DEMAND 61-0440-0433 DAYTON DEMAND - TOTAL DEMAND nytaiiiMariz.Ri31 61-04404414 E.R.SECURITYLT5 $31,993.00 $ 32,900.00 $ 33,600.00 61-0440-4419 OTSEGO SECURITY LTS $10,248.00 $ 10,500.00 $ 10,380.00 61-0440-4424 B.L.SECURITY LTS $1,833.00 $ 1,900.00 $ 1,848.00 - - 61-04404434 DAYTON SECURITY LTS $5,082.00 $ 5,200.00 $ 5,076.00 _TOTAL SECURITY LTS 49,156 50,500 50,904 61-0440-4441 PUBLIC ST/HWY LIGHTING $274,209.00 $268,038.00 $289,284.00 - - – __ TOTAL PUBLIC ST/HWY LIGHTING 274,209 268,038 789,784 TOTAL SALES .r,, _ _ PROJECTED SALES - ... RATE INCREASE WITH WHOLESALE POWER COST TOTAL SALES WITH CIP/PATE INCREASE 31,996,517 - -- _ y 61-0440-4511 SERVICE CHARGE 61-04404550 SUB-STATION CREDIT $14,015.00 $ 14,01400 $ 14,015.00 - 61-0440-4551 GENERATION CREDIT $352,96800 $ $ 20.16000 - - - - 61-04404552 DISPERSED GENERATION $ (815,441.00 $ (961,698.00 $ 714,578.00) - - 61-0440-4553 PCA or RATE ADJ 61-0440-4553 FUEL COST ADJUSTMENT 61-04404555 NC CREDIT $ 53,015.00 $ 50,00000 $ (50,000.00) - - -61-04604691 INTEREST INCOME $117,753.00 $ 80,000.00 $ 80,000.00 61-04704700 SECURITY REVENUE $295,600.00 $ 265,000.00 $ 265,000.00 - _--61-04704701 CUST DEL PENALTIES _ $238,314.00 $ 245,000 00 $ 250,000.00 61-04704702 CONNECTIONS _ $156,204.00 $ 50,000.00 $ 51,000.00 - - -- - 61-04704703 MISC/TEMP CHG $750.00 $ 2,500.00 $ 750.00 - -- - '- 61-04704704 STREET LIGHTS $8,020.00 $ 7,500.00 -- -'61-04704711 MERCH JOBBING/CONTRA 61-04704720 NON-UTILITY NER OPERATIONS ION PK G $1,053,807.00 $ 1,057,000.00 $ 67,000.00 - -- -- - $53,041.00 $ 65,000.00 61-04704720 GRE GENERATION-PKNG PLNT $ 7,000.00 61-04704721 LFG $ 1,084,308.86 61-04704722 MISC NON-UTILITY $83,725.00 $ 35,00000 $ 35,000.00 61-04704723 GAIN ON DISP OF PROP $11,471.00 61-04704724 SALES OF MERCH _ $263.00 $ 500.00 61-04704750 RENTAL PROPERTY INCOME $ 17,856.00 11 - - - I - 61-04704760_TRANSFER IN FROM CITY - - - - - _ TOTAL OTHER nom, .m=lakZECI TOTAL REVENUE 30532,693 30,776 744 32 204,343 -- -. prior 9edo6 oei-audit 55 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# � DESCRIPTION 2012 2013 2014 1� -- - -ACTUAL BUDGET BUDGET • OPERATING/MTCE T — - 1 61-0540-5461 OPERATING SUPERVISION $68,2070$ 7277500 _$ 7400000 61-0540-5462 'INT COMBUST SALARIES 61-0540-5471 'DIESEL OIL FUEL - _ $12,850.00 $ -- 18000.00 $ 17,50000 61-0540-5472 NATURAL GAS $14,415.00 $_ 22,000.00 $ 22,00000 - 61-0540-5481 LUBE OIL 61-0540-5482 CHEMICALS _ 1 - - - 61-0540-5483 STATION PWRIWTR PLANT $48,127 00 $ 50,000.00 $ 53,000.00 ' 61-0540-5484 .PLANT SUPPLIES $7,318.00'$ 9,000.00 $ 7,000.00 • 61-0540-5491 MISC OTHER GEN EXP _ -- __-- $7,439.00 $ 7,000.00, $ ---- 61-0540-5521 MTCE STRUCTURE PLANT $19,550.00 $ 18000.00 $ 18,00000 _. 61-0540-5531 MTCE ENGINES/GEN $14,06700 $ 1800000 $ 3,000.00 61-0540-5541 MTCE PLANT/LAND IMP $10,777.00 $ 5,000 00 $ 22,000.00 PURCHASED POWER GENERATION CREDIT - - - —_- growth and0%rate increase from GRE 61-0540-5551 POWER PURCHASED $20,499,77300$21,65868797 $22,514,235.99 an estimate of 61-0540-5552 LFG PURCHASED GAS 61-0540-5561 PLANT STANDBY 61-0550-5050 LFG PURCHASED GAS $159,143.00. $ 160,000.00 $ 165,000.00 61-0550-5051 LANDFILL GAS 08M $472,198.00 $504,588.00 $ 500,000.00 61-0550-5052 ,LFG ADMIN $16,27800 $ 15,720.00 $ 16,500.00 � 5 _ fii-0550-5053 .LFG INSURANCE $12,]31.00 $ 13,000.00 '�$ 14.500.00 —_- 61-0550-5054 LFT TAL $22,396.69 $ 2Q000,00 $ 2000073 TOTAL 21,365,76 22591,)]1 23.4556 61-0580-5801 REMOVE EXISTING DISTRIBUTION SERV $1,522.00 $ _1,000.00 - -�� — 61-0580-5821 SCADA EXPENSES _$ 8,000.00 $ 8,000.00 -._ 61-0580-5831 TRANSFORMER OH/URD $26,311.00 $ 20,000.00 $ 20.00000 61-0580-5851 MTCE SIGNAL SYSTEMS $1,746.00 $ 3,000.00 $_ 2,000.00 ' 61-0580-5861 METER EXPENSE $7,080.00 $ 14,000.00 $ 16,000.00 61-050-5871 TEMP SERVICES $92700 $ 1,000.00 • $ 1,000.00 61-05860-5881 I MISC DIST $147,201.00 $ 157,925.00 $ 160,000.00 _.. TOTAL 184.)8] 203,925 208,000 56 2014 ESTIMATED BUDGET WITH HISTORY ■ ACCOUNT IS I DESCRIPTION 2012 2013 2014 _ ACTUAL 1 BUDGET BUDGET` I - - -MAINTENANCE --- -- - 61-0590-5911 MTCE STRUCTURES $21,759.00 $ 25,000.00 $ 25,000.00 61-0590-5921 MTCE SUB-STATIONS $16570.00 $ 25,000.00 $ 25.00000 61-0590-5922 MTCE SUB-STATION EQUIP $13,348.00 $ 10,000.00 $ 10,00000 61-0590-5931 MTCE OH/TREE TRIM $53,697.00 $ 90,000.00 $ 90,000.00 - -61-0590-5932 MTCE OF OH/STANDBY $26,144.00 $ 30,000.00 $ _ 30,000,00 _61-0590-5933 MTCE OF OVERHEAD _ $52,507.00 $ 60.00000 $ 60,000.00 - - - 61-0590-5941 MTCE URD $92,067.00 $ 75,000.00 $ 75,000.00 - 61-0590-5943 LOCATE URD PRIMARY .. $26,971.00 $ 29,000.00 $ 29,00000 - - -- 61-0590-5951 MTCE LINE TRANSFORMERS $16,495.00 $ 10,000.00 $ 15,000.00 61-0590-5961 MTCE ST LIGHTING $34,700.00 $ 35,000.00 $ 35,000.00 - - - — 61-0590-5962 MTCE SECURITY LTG $5,953.00 $ 5,000.00 $ 6,00000 - - — 61-0590-5971 MTCE METERS $60,108.00 $ 42,000.00 $ 60,000.00 61-0590-5972 VOLTAGE COMPLAINTS $5,532.00 $ 8,000.00 $ 8,00000 61-0590-5981 SALARIES T&D $30,732.00 $ 36,050,00 $ 36,000.00 61-0590-5985 ELECTRIC MAPPING _ $7,803.00 $ _30,000.00 $ 30,00000 61-0590-5991 MTCE OH/2NDRY $8,491.00 $ 1500000 $ 15,000.00 -61-0590-5992 MTCE URD ELECT SERV ' $33,194.00 $ 35,000.00 $ 30,000 00 61-0590-5993 LOCATE URD SECONDARY $21,543.00 $ 24,000.00 '$ 22,00000 61-0590-5995 TRANSPORTATION EXP $95,273.00 $ 150000.00 $ 150,000.00 - -- - TOTAL - 620,687 734,050 751,0q" - - OTHER EXPENSE 61-0595-8031 DEPRECIATION $009959400 $ 2,15400000 $ 2,300,00000 -- - 61-0596-8071 INT/BONDS LONG TERM $239,532.00 $ 220,878.00 $ 199,380.00 - - - - - 61-0596-8075 INTEREST ON DEFEASED BONDS -$3,271.00 $ _ (3,217.20) $_ (3,217.00) - -- - - 61-0597-8161 COST/EXP MERCH JOBBING $94.00 - 61-0597-8172 SECURITY EXPENSE $218,841.00 $ 225,000.00 $ 215,000.00 - 61-0597-8213 LOSS ON DISP OF PROP $9.211.00 $ 20,000.00 $ 20,000.00 - 61-0597-8231 COST OF MERCH SOLD $309.00 -{ 61-0597-8261 ELECT/LABOR DONATED $481,907.00 $ -496,00000 $ 515,000.00 61-0597-8262 TRANSFER TO CITY $753,55300 $ 775,000.00 $ 775,000.00 - 61-0597-8263 OTHER DONATIONS -$1,289.00 $ 2,500.00 $ 2,500.00 - - - -61-0597-8264 DAM MAINTENANCE EXPENSE - _ -II$ - $ 2,500.00 -- -' 61-0597-8281 AMORTIZATION/DEBT DISC $0.00 $ 8,634.00 $ 8,634.00 - - - - 61-0597-8311 OTHER INT EXP -- -- - - _ - 61-0597-8341 INT PD ON METER DEPOSITS $33600 $ 5,000,00 $ 1,000.00 - - -- - - 61-0597-8400 RENTAL PROPERTY EXPENSE $84.00 $ 6,000.00 - - -- - - 61-0597-8399 OPERATING TRANSFERS _ $63,311.00 - - - -- - -_ TOTAL 3,662,212 3,904,695 4,041,797 - - - '- - — CUSTOMERACCOUNTSEXP 1 T.- - - - - -- - 61-0900-9021 METER READING $15,971.00 $ 15,500.00 $ 24,000.00 - - - 61-0900-9030 COLLECTING DISC/RECONN $10,807.00 $ 11,500.00 $ 12,000.00 - - -- - 61-0900-9041 NSF $706.00 $ 1,000.00 $ 1,000.00 61-0900-9051 MISC OUST EXP _ $155,753.00 $ 155,000.00 •$ 155,000.00 '- - - -- — 61-0900-9061 WRITE-OFFS $42,395.00 $ 100,000,00 $ 45,000.00 reduction due to assessment of electric _ -- - — TOTAL - 225,632 263,000 237,000 T - 57 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# DESCRIPTION 2012 2013 2014 J__- - __ I_ _ _ - ACTUAL BUDGET BUDGET I ADMIN/GEN EXPENSE • I 61-0920-9201 SALARIES/ADMIN _ $428,201.00 $ 440,000.00 $ 580,539.67 include new pad-time IT position,new CSR,new software implementation,bonus 61-0920-9205 TEMPORARY STAFFING $8,31700 $ 5,000.00 $ 8,500.00 new software implementation — . 61-0920-9211 'OFFICE SUPPLIES/EXP $72,27700 $ 8100000 $ 102,800.00 include funds for book update,software purchase 61-0920-9212 LT/WATER OFFICE $17,934.00 $ 20,000.00 $ 20,000.00 61-0920-9213 BANK CHARGES $3,757.00 $ 400000 $ 4,000.00 61-0920-9221 LEGAL FEES $48,890.00,$ 40,000.00 $ 40,000.00 61-0920-9231 AUDITING $11,050.00 $ 20,000.00 $ 14,400.00 61-0920-9241 INSURANCE $139,018.00 $ 183,000.00 $ 187,148.00 61-0920-9260 UTIL SHARE DEF COMP $38,598.00 $ 59,000.00 $ 50,000.00 61-0920-9261 UTIL SH INSURANCES $317,081.00 $ 385,000.00 $ 380,500.00 includes new Elec Tech and CSR 61-0920-9282 UTIL SH PERA __$153,751.00 $ 161,000.00 $ 172,200.00 includes new Elec Tech and CSR 61-0920-9263 UTIL SH FICA ' $155,511.00 $ 165,000 00 $ 182,100.00 includes new Elec Tech and CSR 61-0920-9264 SICK PAY $71,096.00'$ 100,000.00 $ 100,000.00 includes new Elec Tech and CSR 61.0920-9266 VACATION/HOLIDAY PAY $210,981.00 $ 195,000.00 $_ 215,000.00 includes new Elec Tech and CSR 61-0920-9268 MISCELLANEOUS -58200 61-0920-9269 CONSERVATION/IMPIPROG $143,111.00 $ 283,227.00 $ 210,050.00 • 61-0920-9281 ENVIRONMENTAL COMP $25,383.00 $ 30,000.00 $ 27,000.00 I 61-0920-9291 CONSULTING $5,771 00 $ 100.000.00 $ 50,000.00 Renitory and landfill expansion 61-0920-9292 LFG GAS PROJECT - $0.00 61-0920-9301 TELEPHONE _ $18,767.00 $ 18,000.00 $ 20,000.00 61-0920-9302 'ADVERTISING $4,10900 $ 3000.00 $ 5,50000 61-0920-9303 DUES/SUBSCIFEES $96,]]6.00 $ 175,000.00 $ 208,80000 includes new software support fees-partial year MAPP buyout/exit fees _ 61-0920-9304 TRAVEL $3,441.00 $ 10000.00 $ 10,000.00 _ I _ 61-0920-9305 SCHOOLS/MEETINGS $145,613.00 $ 128.799.75 $ 150,000.00 -._ _... 61-0920-9306 MISC GENERAL $10,159.00.$ 1,000.00 $ 1,000.00 ' 61-0920-9321 MICE GEN PLANT/OFF HEAT $4,051.00 $ 5,000.00 $ 5,500.00 - - TOTAL 2133,561 2,612.027 Z745,038 TOTAL EXPENSE 28,412,648 30,329,468 31,438,571 • --- - -- - -- — 7,912,875 8,670,780 8,924,335 3% 71%' 72% ELECTRIC 2012 2013 2014 BUDGET BUDGET BUDGET TOTAL REVENUES 30,532,693 30,776,744 32,204,343 4.639% TOTAL EXPENSES 28,412,648 30,390,548 31,438,571 3.449% _ PROFIT(LOSS) 2,120045 386,196. 765,772 6.94% 1.25% 2.38° — i 58 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# _ DESCRIPTION 2012 _ 2013 I 2014 ACTUAL BUDGET BUDGET WATER TOTAL REVENUES $ 2,769,575 $ 2,271,900 $ 2,375,434 TRANSFERS (99 BOND) 25,000 25,000 25,000 MAINTENANCE - - TOTAL 63,279 47,910 55000 PUMPING TOTAL - 446,308 402,100 440,700 DISTRIBUTION TOTAL - _ 162,780 188,300 172,700 OTHER EXPENSE - - -- ,_TOTAL - 1,134,849 1,204,387 1,208,397 CUSTOMER ACCTS EXP TOTAL - _ 48,385 62,000 59,300 ADMIN/GEN EXPENSE -- TOTAL _. 481,044 501,47/ 550,708 TOTAL EXPENSE _ $ 2,306,842)$ 2,421,924 $ 2,487,805 TOTAL REVENUES _ 2,76 - 2,271,900 2,375,434 TOTAL EXPENSES 2,308,642 2,421,924 2,487,805 PROFIT(LOSS) - - 482,933 (150,024) (112,371) BUDGET COMPARISON 59 • 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# DESCRIPTION 2012 2013 2014 ACTUAL BUDGET BUDGET WATER . 62-0460-4691 INTEREST INCOME 62-0610-6171 01 WATER SALES $30,870.00$14300 $ 2923000 $ ,104000.00 '4%base ch and 1st tier,Snr base rate$100 464 00 62-0610-6101 WATER SALES $2219,145.00 $ 2,041,234.00 $ 2.100 62-0620-6260 TRANSFER IN FROM CITY $1,37200 i$ - 62-0620-6300 'SERV DONATED BY CITY _ _.— — — 62-0620-6301 CUSTOMER PENALTIES $20,610.00 $ 17,000.00 $ 15,000.00 62-0620-6323 GAIN ON DISP OF PROPERTY 62-0620-6401 WAC FEES $174,607.00 $ 68,666.00 $ 128,593.60 62-0620-6402 MISC CONNECTION FEES $25,387.00 $ 15,000.00 $ 15,000.00 , 62-0620-6403 MISC REVENUES $4,331.00 $ 2,000.00 $ 2,000.00 _. 62-0620-6404 HYDRANT MAINTENANCE PROGRAM $ 3,000.00 New 2014 62-06206405 CONTRIBUTIONS DEVELOPERS $218,845.00 62_-06.20-6406 WATER TOWER LEASE $73,435.00.$ 98,000.00 $ 77,376.00 reduced contract 2014 TOTAL REVENUES 2,769,575 2,271,900 2,375,434 60 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# DESCRIPTION 2012 2013 2014 I ACTUAL BUDGET BUDGET I - - - — 62-0597-8260 OPERATING TRANSFER $25000.00 $ 25,000.00_ $ 25,000.00 - - '-'- 62-0597-8399 OPERATING TRANSFER/OTHER FUND! $15,828.00 _ -- -- - 62-0597-8400 RENTAL PROPERTY EXPENSE $21.00 $ 1,000.00 (99 BOND) 840,849.00 25,000 26000 MAINTENANCE _ • - - - - — 62-0700-7021 MTCE OF STRUCTURES _$19,211.00 $ 18,010.00 $ 25,000.00 -' 62-0700-7022 TOWER 8 GROUNDS INSPECTION $3,219.00 $ 4,900.00 $ 5,000.00 TOTAL 63,279 47,910 56,000 _ PUMPING - - - 62-0710-7101 SUPERVISION - - - - - 44,920.00 $ 45,300.00 $ 10500.00 62-0710-7181 SUPPLIES/EXPENSE $244,920.00 $ 24550000 $ 250,000.00 62-0710-7182 SAMPLING $6,597.00 $ 5000.00 $ 7,000.00 - 62-0710-7183 CHEMICAL FEED $40,58700 $ _4350000 $ 6500500 different chemicals in 2014 62-0710-7201 MTCE PUMPING EQUIP $8,922.00 $ 7,000.00 $ 5,000.00 62-0710-7220 MTCE OF WELLS $121,719.00 $ 89000.00 $ 10000000 -- -- "- 62-0710-7225 GENERATION $194.00 $ 200.00 $ 200.00 - 62-07157230 SCADA-PUMPING $549700 $ 2,100.00 $ 8,000.00 TOTAL 436,306 402,100 440,700 DISTRIBUTION 62-0730-7301 MTCE WATER MAINS $27,505.00 $ 14,000 00 $ _ 25,000.00 budgeting for breaks as aconverservative measure 62-0730-7302 WATER VALVE REPAIR $2,795.00 $ 4,000.00 $ 4,000.00 ---- 62-0730-7309 LOCATE WATER SERVICES $5,084.00 $ 5,000.00 $ 5,000.00 - 62-0730-7310 LOCATE WATER MAIN _ $1,179.00 $ 2,500.00 $ 2500.00 -- 62-0730-7311 MTCE WATER SERVICES $22,883.00 $ 4150000 $ 2300000 2013 had pressure reducers included 62-0730-7312 WATER METER SERVICE $15,034.00 $ 7,000.00_$ 8,000.00 - - 62-0730-7315 INSTALL 8 MTC IRRIG MTRS $6,111.00 $ 5,000.00 $ 5000.00 - --62-0730-7321 MTCE CUSTOMER SERVICE $2587000 $ 30,000.00 30,000.00 - - 62-0730-7322 WATER SERVICE INSPECTIONS _ $ 200.00 $ 200.00 62-0730-7325 WATER MAPPING $2,918.00 $ 2550000 $ 10,000.00 62-07357330 SCADA-DISTRIBUTION $9,702.00 $ 2,100.00 $ 0, 00.00 "-- - - - - - - 62-0730-7331_MTCE WATER HYDRANTS $9,70200 $ 10,000.00 $ 10,000000 62-0730-7341 MTCE WATER EXPENSE/INVENTORY $10,973.00 $ 12,000.00 $ _ 12,000.00 62-0730-7391 WAGES $4,935.00 $ 550000 $ 550000 - - --- _. - 62-0730-7395 TRANSPORTATION $11,199.00 $ 10,000.00 $ 15,000.00 '_ 62-0730-7399 'GENERAL EX P/PERMITS _ $12,257.00 $ 14,000.00 $ 15,000.00 - — TOTAL 162780 188,300 177700 61 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT# DESCRIPTION 2012 ' 2013 I 2014 — ACTUAL-BUDGET BUDGET F ■ OTHER EXPENSE DEPRECIATION 62-0748-7481 INT ON $1,028,593.00 .1-11 '1 DS/LON TERM $ 110,000.00 $ 78 620748-7481 NT ON DEFEASED $04.00 ,84800) {- 62-0750-7563 AMORTIZATION 93 62-0750-7564 AMORTIZATION 94 62-0750-7565 'AMORTIZATION 97 62-0750-7566 AMORTIZATION 98 62-0750-7567 AMORTIZATION 2001 62-0750-7568 AMORTIZATION 2003 _ $ 4,710.00 $ 4 710 00 62-0750-7569 [AMORTIZATION 2008 Ref I $ _ 7,431 00 $ 7,431.00 62-0750-7581 2010 GO BONDS AMORT DISCOUNT _ $ (3,27200) $ (3,272.00) 62-0750-8213 LOSS ON DISPOSITION OF PROP $1,000.00 $ 1,000.00 $ 1,000 00 - -- TOTAL--- 1,134,649 1,203,667 1,204897 CUSTOMER ACCTS EXP --- 62-0740-7431 METER READING $6,225.00 $ 6,500.00 [$ 7,000.00 - 62-0900-9030 COLLECTION EXP $372.00 $ 6,000.00 '$ 6300.00 62-0900-9051 MISC CUSTOMER EXP _ _ $4.1,602.001$ 45,000.00 $ 4500000 62-0900-9061 WRITE-OFFS $186.00 $ 5,000.00 $ 1,000.00 TOTAL 48.365 62,500 59,300 - - NONOPERATING REV&EXP • 62-0790-7900 OPERATING TRANSFER FROM CITY -- - - - -- -- - 62-0790-8261 WATER 8 LABOR DONATED $0.00 $ 500.00 $ 500.00 --.- _ 500 500 ' 62 2014 ESTIMATED BUDGET WITH HISTORY ACCOUNT9 DESCRIPTION 2012 2013 2014 I ACTUAL BUDGET BUDGET ADMIN/GEN EXPENSE _II _- - - --62-0920-9201 SALARIES/ADMINS $110250.00 $ 108,150.00 $ 131.557.62 include new part-time IT position,new CSR,new software implementation,bonus 62-0920-9205 TEMPORARY STAFFING $2,079.00 $ 2,000.00 $ 2,000.00 I 62-0920-9211 OFFICE SUPPLIES/EXP $28,263.00 $ 32,000 00 $ 33,200.00 includes new software 62-0920-9212 LT/WATER CONSUMP OFFICE $4,114.00 $ 3,500.00 $ 5,000.00 62-0920-9213 BANK CHARGES _ $965.00 $ 1,000.00 $ 1,00000 _ 62-0920-9222 LEGAL FEES _ $3,52500 $ 5,500.00 $ 5,500.00 • 62-0920-9231 AUDIT _ $2,763.00 $ 3,100.00 $ 3,600.00 62-0920-9241 INSURANCE $18,343.00 $ 33,000.00 $ 35,000.00 _ 62-0920-9251 WATER UTIL CONT $0.00 62-0920-9260 UTILITY SHARE DEF COMP $9,650.00 $ 10,000.00 $ 12,000.00 62-0920-9261 UTILSH INSURANCE $101,823.00 $ 109,00000 $ 115,000.00 - - 62-0920-9262 UTILSH PERA $17,193.00 $ 18,000.00 $ 22,000.00 - - 62-0920-9263 UTIL SH FICA $18,055.00 $ 19,000.00 $ 24,000.00 62-0920-9264 SICK PAY $17,982.00 $ 20,000.00 $ 15,000.00 62-0920-9267 VAC/HOLIDAY PAY $52,732.00 $ 50,000.00 $ 50,000.00 -'- 62-0920-9268 WELLHEAD PROTECTION PROGRAM $10,245.00 $ 2,000.00 $ 5,000.00 62-0920-9269 CONSERVATION IMP PROGRAM $4,645.00 $ 10,000.00 $ 10,000.00 62-0920-9281 ENVIRONMENTAL COMPLIANCE _ $211.00 $ 100.00 $ 750.00 62-0920-9293 CONSULTING _ $3,442.00 $ _ 9,000.00 $ 10,000.00 _ 62-0920-9301 TELEPHONE $4,703.00 $ 4,500.00 $ 5,100.00 62-0920-9302 ADVERTISING $3,230.00 $ 3,000.00 $ 3,000.00 62-0920-9303 DUES/SUBSCRIPTIONS $29,093.00 $ _ 37,000.00 $ 37,000.00 includes new software support fees-•aNal year 62-0920-9304 TRAVEL $39100 $ 2,000.00 $ _ 2,500.00 - "- 62-0920-9305 SCHOOLS/MEETINGS _ $16,883.00 $ 17,377.00 $ 20,000.00 -- 62-0920-9307 MISC GENERAL . -$550.00 $ 500.00 $ 500.00 62-09209321 MTCE GEN PLANT/OFF HTG $1013.00 $ 1,750.00 $ 2,00000 --- '- '-- TOTAL _ 461,043 501,477 550,708 - - -- ' TOTAL EXPENSE 2,306,642 2,406,654 2,487,805 WATER TOTAL REVENUES 2,769,575 2,271,900 2,375,434 4.557% - - TOTAL EXPENSES _ 2,306,642 2,421,924 2,487,805 2.720% • PROFIT(LOSS _ - - 462,933 (150,024) (112,371) - - -' I 4.60% 4.73% 63 • Baseline 2014 Revenue Modeled Revenue: 2013 $ 2,041,234 2.4% Modeled Revenue: 2014 $ 2,100,000 2.9% Connection Fee Notes Approx Impact 2013 2014 2015 Increased Connection Fees: $ 21,000 $ 43,000 $ 64,000 Increased Connection Fees-Detail: 3 year plan to close gap with staggered increases to eliminate seperate senior rate in 2015 3 year plan that brings the projected connection fees in line with the General and Administrative budget Cross over projected in 2015 2012 2013 2014 2015 Connection Fees 0.00% 4.00% 4.00% 4.00% Residential Rate $ 7.50 $ 7.80 $ 8.11 $ 8.43 Senior Rate $ 5.50 $ 6.50 $ 7.50 $ 8.43 parity in 2015 Usage Fee Notes Approx Impact 2013 2014 2015 Increased Usage Fees: $ 26,000 $ 52,000 $ 78,000 Increased Usage Fees-Detail: Increase applied to Tier 1 rates only. No updates to Tier 3 and 4 rates-this allows the gap to shrink between usage rates,while maintining the conservation initiative rates at a flat level. 2012 2013 2014 2015 Usage Fees(Tier 1) 0.00% 4.00% 4.00% 4.00% Tier 1 $ 1.50 $ 1.56 $ 1.62 $ 1.68 (residential and commercial) Cash Reserves Notes Trunk fund forecast included as capital funding source, reduces need to bond and help normalize impact to cash flow in years with significant projects. 2012 2013 2014 2015 Target cash reserve amount 1,201,476 1,234,106 935,534 977,798 Bonding is projected Projected cash balance 3,254,530 2,952,230 2,634,347 2,483,259 in 2016 and 2018 Over target cash reserve 2,053,055 1,718,124 1,698,813 1,505,461 draw down draw down draw down Note:Target cash reserve equals 6 mos of operating expenses, plus 100%of next year's debt 64 'O . C 1 CO 3 dA O C > -p Y co O c m Li CO 4.0 -, C CU i ii i Y 3 d 1-- m CO` O 3 i Elk River Municipal Utilities 2014 Electric Department Capital Budget Capital Construction Projects-Non-Recurring Normal Distribution,Feeders,and Substations Priority Cost Description 4 $ 100,000 Rebuild River Ranch $ - Rebuild Sandpiper Estates delay 2015 $ 100,000 8 $ 75,000 Single Phase OH Baldwin and Line Ave 2 $ 285,000 New Feeder 75 to 194th 1 $ 100,000 Triple Deck Feeders 93,94,95 Underground 3 $ 100,000 Feeder 42 and 71 Feeder Tie 9 $ 50,000 Country Crossing III New Feeder to Court House delay 2015 $1,500,000 6 $ 25,000 Tescom Rebuild 7 $ 75,000 Rebuild Feeder 62 OH North of 33 10 $ 150,000 Rebuild Feeder 42 OH South of 33 to County garage 5 $ 185,000 Garage addition Subtotal $ 1,145,000 Capital Construction Projects-Recurring Cost Description $ 100,000 Transformers and Meters $ 200,000 New Development Distribution Installation $ 50,000 Ongoing OH Equip Replacement(Poles,Switches,Cut-Outs) $ 200,000 Ongoing URD Equip Replacement(Switches,J-Boxes,Fuse Pads) $ 12,000 Street Lighting Replacement $ 8,000 Territory Acquisition-compensation on future customers 10 yrs pmt Future Territory Acquisition $ 12,000 Painting poles to extend life $ - Additional Feeders Subtotal $ 582,000 Administration Noteworthy Non-Recurring Expenses Cost Description $ 20,000 Mapping Consultant Subtotal $ 20,000 Capital Equipment Needs Cost Description $ 11,400 Laptop Computers,Software,Accessories $ 1,000 Lunchroom chairs $ 2,000 SCADA equipment Replace Digger Truck#10 with new delay 2016 $ 250,000 $ 225,000 Replace Bucket Truck#11 with new $ 107,000 Cable Plow-delayed from 2013 Replace Bucket Truck#21 with new 2015 $ 225,000 $ 37,000 Mini Excavator $ 80,000 Vactron $ 1,500 Concrete Saw (share with water department) $ 15,000 Wire Trailer $ 167,760 80%share of Admin and Tech budgets(excluding LFG engine replacement) Subtotal $ 647,660 Total $ 2,394,660 66 Elk River Municipal Utilities 2014 Administration and Technical Services Departments Capital Budgets Administration Capital Equipment Needs Cost Description $ 6,000 Computer, Software, Accessories-Upgrades $ 110,000 New company-wide software Subtotal $ 116,000 Administration Noteworthy Non-Recurring Expenses Cost Description $ 4,000 Website and Intranet $ 6,000 Office Furniture Subtotal $ 10,000 Total $ 126,000 Technical Services Capital Equipment Needs Cost Description $ 8,000 Computers, Software,Accessories- Upgrades new elect tech hire computer incl $ 5,000 Office workspace for new elect tech hire $ 35,000 Replace Pickup Truck#22-delayed from 2013 $ - Diesel Engines Emission Retrofit Currently designated as emergency standby $ - Replace Pickup Truck#23 with new F250-delayed 2015 $ - Replace Pickup Truck#24 with new F250-delayed 2015 $ 35,000 New Pickup Truck for new Electric Technician delayed 2015? $ - Landfill scheduled replacement of 1 engines Subtotal $ 83,000 Technical Services Noteworthy Non-Recurring Expenses Cost Description $ 700 tools, pager, cell phone, etc for new position Subtotal $ 700 67 Elk River Municipal Utilities 2014 Water Department Capital Budget Water Capital Construction Needs Cost Description $ 300,000 Water Main Construction Filter 9 project $ 200,000 Reclaim Backwash Water project $ 65,000 Re-casing of Well#2 $ 65,000 New Chemical and Flouride Feed Pumps $ 10,000 Meters/ERTs $ - New Well Construction $ 25,000 Roof Repair Well#5,General Well House maintenance Subtotal $ 665,000 Water Noteworthy Non-Recurring Expenses Cost Description $ 70,000 Repairs 8 Maintenance $ 10,000 Miscellaneous $ 5,000 Water Main Repair $ 6,500 Computers/GIS/SCADA $ 20,000 Auburn Tower sandblast/paint repair $ 35,000 Jackson Water Tower $ 10,000 Mapping Consultant $ 1,500 Generator $ 1,500 Concrete Saw (share with water department) $ 4,000 Line Tracer and Locator $ 1,000 Locator for Line Tracer Subtotal $ 164,500 Capital Equipment Needs Cost Description $ 35,000 Replace Pickup Truck#12 with new F250 $ 5,000 Leak Detector $ 41,940 20%share of Admin 8 Tech budgets (excluding LFG engine replacement) $ 5,000 SCADA Subtotal $ 86,940 Total $ 916,440 68 ELK RIVER MUNCIPAL UTILITIES TRAINING AND TRAVEL BUDGET FOR 2019 Budget Budget Budget ELECTRIC 2012 2013 2014 MMUA Overhead Hot Line School 3 people 2,910.00 6075.00 3.07500 MMUA Underground School 3 people 1,940.00 3,075.00 3,075.00 MMUA Transformer School 3 people 2,310.00 3,075.00 3,075.00 MMUA Substation Workshop 2 people 2,340.00 2,050.00 2,050.00 1st Line Supervision t person 850.00 850.00 250.00 Apprenticeship 5 people 4.100.00 3,240.00 3750.00 MMUA Meter School 1 person 830.00 970.00 970.00 MMUA Locator Workshop 2 people 325.00 650.00 650.00 Regional Workshop 3 people 700.00 450.00 450.00 Infrared Camera training 1 person 465.00 525.00 525.00 Electrical Licensing 1 person 345.00 345.00 Additional Training 1,000.00 1,000 00 1,000.00 17,770.00 19,305,00 19,215.00 WATER Water Operators License Seminar 4 people 2,660.00 2,700.00 2,700.00 MN Section AWWA or MRW 3 people 1.920.00 2,27000 2,270.00 1st Line Supervision 1 person 850.00 850.00 250.00 MMUA Meter School 1 person 630.00 970.00 970.00 MV-RS Meter/Software training 2 people 1,300.00 Apprenticeship 1 person 250.00 Chamber Leadership Program 1 person 350.00 Additional Training 500.00 500.00 500.00 7,360.00 8,590.00 6,690.00 TECHNICAL SERVICES MMUA Locator Workshop 335.00 MMUA Staking Workshop 720.00 MMUA Diesel Workshop 2 people 660.00 670.00 670.00 UMMA Meter Workshop 2 people 1,440.00 1,660.00 CAD Workshops/GPS 1 person 1,200.00 2.000 00 - Substation School 1 person 780.00 780.00 Power Limited classes 3 people 990.00 990.00 990.00 Power Duality training 1 person 400.00 400.00 400.00 Infrared Camera training 1 person 465.00 465.00 Security classes t person 400.00 400.00 400.00 UMMA winter and summer mtg 2 people 150.00 550.00 550.00 MV-RS Meter/Software training 850.00 - let Line Supervision 1 person 850.00 850.00 250.00 Apprentice Meter Program 2 people 1200.00 Additional Training 1.000.00 1,000 00 1,000,00 9,390.00 7,975.00 7,900.00 ADMINISTRATION Financial 1.200.00 1,200.00 Engineering 2,500.00 2,500.00 MMUA Annual Summer Meeting 3 staff/1 Comm 2,800.00 2,775.00 3,650.00 MMUA Legislative Round-up 3 staff/1 Comm 700.00 1,280.00 1,630.00 APPA Legislative Round-up 1 staff/1 comm 4,500.00 5,425.00 5.425.00 APPA Annual Meeting 1 staff/1 comm 3,750.00 8,000.00 8.03333 MMUA T8O Conference 3 staff 750.00 1,200.00 1600.00 MMUA Legal Seminar 1 staff 250.00 Software Users Group 2-4 staff 2.600.00 2.70000 2,700.00 Hearing Test 650.00 485.00 485.00 GoasNisioning/Strategic Planning 3,000.00 Customer Service 3,450.00 3,500.00 3,500.00 Clerk's Conference 519.00 APPA Management 3.000.00 APPA Training(Annual,Mgmt,CS,Fin,Eng,CIP,etc) 3.950.00 7,900.00 Chamber Leadership Program 1 person 350.00 350.00 350.00 Management Training 3,000.00 Additional Training 3,750.00 1,00000 1,000.00 30.00000 37,365.00 40,242.33 SAFETY TRAINING Safe Driver Training 2,100.00 2,100.00 2,100.00 MMUA Monthly Safety Meetings 24,000.00 24,950.00 24,950.00 26,100.00 27,050.00 27,05000 EDUCATION 3.000.00 3,000.00 3,00000 93,620.00 103,285.00 104,097.33 •Apprenticeship has 5 individuals for 2014,1 new lineworker,2 current lineworkers completing the second year, and 2 current Iineworers completing the third year of a four year program. 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$ 1,000.00 New 22 Private Hydrant Maintenance Program Monthly Fee $ - $ 5.00 New 23 24 NSF Fee $ 30.00 $ 30.00 25 Red Tag Handling Fee $ 20.00 $ 20.00 26 Administrative Fee for Continued Submission of Checks After No-Check Notice Given $ 20.00 $ 20.00 27 Penalty Amount 10% 10% 28 Electric Service Disconnect Fee-Meter Technician $ 50.00 $ 50.00 29 Electric Service Disconnect Fee-Line Crew $ 150.00 $ 150.00 30 Water Shut-Off Fee $ 100.00 $ 100.00 31 Meter Tampering Fee $ 250.00 $ 250.00 32 Meter Testing Fee $ 50.00 $ 50.00 33 Energy Audit $ 50.00 $ 50.00 34 35 Billable Cost of Materials Markup 15% 15% 36 Billable Labor Markup 55% 55% 37 Billable Vehicle/Equipment-Line Truck(per hour) $ 50.00 $ 50.00 38 Billable Vehicle/Equipment-Pick-up Truck(per hour) $ 25.00 $ 25.00 39 40 41 71 Elk River Municipal Utilities 2014 Proposed Rates -Typical Customer Impact Study Monthly 2013 Proposed 2014 ELECTRIC Demand (kW) Energy(kWh) Sales($) Sales($) %Increase Residential Meter Charge($/Month) $ 10.00 $ 11.00 10.00% Summer Energy Charge($/kWh) $ 0.1299 $ 0.1318 1.46% Winter Energy Charge($/kWh) $ 0.1161 $ 0.1178 1.46% Typical Customer 1,000 $ 1,582 $ 1,616 2.11% Commercial Non-Demand Meter Charge($/Month) $ 17.00 $ 19.00 11.76% Summer Energy Charge($/kWh) $ 0.1247 $ 0.1266 1.52% Winter Energy Charge($/kWh) $ 0.1035 $ 0.1051 1.55% Typical Customer#1 5,000 $ 6,944 $ 7,072 1.84% Typical Customer#2 10,000 $ 13,684 $ 13,915 1.69% Commercial Demand Meter Charge($/Month) $ 55.00 $ 60.00 9.09% Energy Charge($/kWh) $ 0.0616 $ 0.0626 1.62% Summer Demand Charge(Monthly$/kW) $ 16.21 $ 16.45 1.49% Winter Demand Charge(Monthly$/kW) $ 11.50 $ 11.67 1.48% Typical Customer#1 200 60,000 $ 77,322 $ 78,581 1.63% Typical Customer#2 300 90,000 $ 115,653 $ 117,511 1.61% Typical Customer#3 5,000 35,040,000 $ 26,709,978 $ 27,142,491 1.62% Load LF Customer 80 5,000 $ 5,156 $ 5,276 2.33% 2013 Proposed 2014 WATER Month Usage Sales($) Sales($) %Increase (x1000gal) Residential Meter Charge($/Month) $ 7.80 $ 8.11 3.97% 1st Tier($/Unit) $ 1.56 $ 1.62 3.85% 2nd Tier($/Unit) $ 3.50 $ 3.50 0.00% 3rd Tier($/Unit) $ 4.00 $ 4.00 0.00% Typical Customer#1 January 4.65 $ 15.05 $ 15.64 3.91% February 4.38 $ 14.63 $ 15.21 3.91% March 3.95 $ 13.96 $ 14.51 3.92% April 4.43 $ 14.71 $ 15.29 3.91% May 4.63 $ 15.02 $ 15.61 3.91% June 6.93 $ 18.61 $ 19.34 3.90% July 10.34 $ 26.53 $ 27.38 3.20% August 12.52 $ 34.16 $ 35.01 2.49% September 14.08 $ 39.62 $ 40.47 2.15% October 10.40 $ 26.74 $ 27.59 3.18% November 5.89 $ 16.99 $ 17.65 3.91% December 4.50 $ 14.82 $ 15.40 3.91% Annual 86.70 $ 250.85 $ 259.09 3.29% 72 Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: Elk River Municipal Utilities Commission Jennie Nelson—Executive Administrative John Dietz—Chair Assistant on behalf of Troy Adams, P.E. —General Al Nadeau—Vice Chair Manager Daryl Thompson—Trustee MEETING DATE: AGENDA ITEM NUMBER: December 17, 2013 5.1 SUBJECT: ERMU Policy Book BACKGROUND: The Elk River Municipal Utilities policy book has grown significantly over the years and is in need of reorganization. The structure of the book has not been addressed in decades and is not optimal at this point, especially given the large size. DISCUSSION: To give the book more structure, staff has gone through every document and split them into two books: Policy or Procedure. Given the high use of technology, staff would like to make all of the policies electronic and put in a central place so any employee or commissioner would have access to the same, and most updated,documents. Attached is a draft of the original policy book's table of contents and what book each document would move to within the new structure. Staff will continue to work through each document and with Peter Beck's counsel, finalize each book's Table of Contents. This will be brought back to the Commission at a later date. ATTACHMENTS: • Policy Book Index Reference U 1 Page 1 of 1 INALURE1 Reliable Public Power Provider POWERED To SERVE 73 ERMU Policy Manual Index Change Old Version New Version New Version Description Section&# Policy Procedure By-Laws 1 G.3 ERMU Mission Statement G.4 Cold Weather Rule AS Fees 2 G.1 Tariffs 2 6.2 Service Agreements 3 All Electric Department Rules 4 E.1 Distribution Reliability Standard 4.1 E.1 Water Department Rules 5 W.1 Water Distribution Maintenance Program 5.1 W.3 Looping Water Mains 5.2 W.5 Side Lot Easements 5.3 W.6 Water Meter Change-Out Procedure 5.4 W.2 Water Shut-Off Request 5.5 W.1 Water Shut-off Request City Ordinance 5.5a W.la Wellhead Protection Plan 5.6 W.6 Deposits and Related Services 6 A.12 Customer List Procedure 6.1 A.8 Returned Up-Paid Items(NSF) 6.2 A.10 Payment Arrangements 6.3 A.9 Capital Asset Guide 6.4 A.1 Auto Bill Pay Policy for Budget Customers 6.5 A.8 Employee Handbook 7 P.1 FR Clothing Policy 7.1 P.2 Criteria for Clothing Replacement 7.2 P.1 Use and Disposal of Utility Property 7.3 P.11 Inventory 7,4 P.12 Conflicts of interest 7.5 P.3 Performance Metrics 7.6 PS Performance Metrics Scorecard 7.6a P.9a iPad and Tablet Device Guidelines 7.7 P.2 Emergency Closing 8.1 A.2 Educational Assistance Policy 8.2 Included in P.1 Lineworker Apprenticeship Program 8.2a P.3 Water Apprenticeship Program 8.2b P.4 Computer Purchase 82c P.7 Drug Policy 8.5 P.4 Two Way Radio Guidelines 8.7 E.4 Emergency Procedures 8.8 A.1 Water Use Restrictions 8.9 W.3 Water Use Restrictions City Ordinance 8.9a W.3a MOU with City-Street Light Installation and Maintenance 8.10 E.6 Mid-Block Street Lighting 8.10a E.7 Construction Standards 8.106 E.2 Pole Attachment Policy 8.10c E.5 Pole Attachment Agreement E.Sa Meter Testing 8.11 A.6 Natural Gas Line Damage 8.12 A.5 Payment in Lieu of Taxes(PILOT) 8.13 A.4 MOU with City-Repairs to Private Water Lines 8.14 W.2 City Policy for Payment&Assessment of the Cost to Repair Private Utility Lines 8.14a W.2a Repairs to Private Water Lines City Ordinance 8.14b W.2b Repairs to Private Water Lines Waiver 8.14c W.2c Purchase Order Policy 8.15 A.6 Banner&Flag Policy 8.16 Included in A.4 Landfill Gas-to-Electric Generation Plant-Tour Procedure 8.17 A.4 Conservation Improvement Program 8.18 A.7 Public Purpose Expenditure 8.19 A.5 74 Investment Policy 8.20 Reserves Policy A.3 HIPPA 8.206 A.2 8.21 P.6 HIPPA Privacy Certification Form 8.21a P.6a HIPPA Compliance 8.21b P.6b Privacy Policy 8.22 Personal and/or Credit Use&Security A7 8.23 P.10 Customer Deposit Policy &24 Pole Move A.10 Flex Benefits 8.25 E.3 8.26 P.5 Contract for Cogeneration 8.27 Dispersed Generation E2 8.28 E.3 Commercial Interruptible Load Program 8.28a Pole Disposal Policy E8 8.29 E.8 Pole Disposal Agreement 8 29a Identity Theft Program E. a Mutual Aid Policy 8.30 A.3 8.31 E.9 MNWarn Agreement 8.31a Antenna Policy W'S 8.32 W.4 Non-Exclusive Tower Attachment Agreement Fire Hydrant Use&Mtc W.4a Integrity Policy 8.33 W.4 Electrical Meter Technician Apprenticeship Program E.10 P.5(Future) 75