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5.1. ERMUSR 05-12-2015 >1..*Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: Elk River Municipal Utilities Commission Theresa Slominski—Finance and Office John Dietz, Chair Manager Allan Nadeau, Vice-Chair Daryl Thompson, Trustee MEETING DATE: AGENDA ITEM NUMBER: May 12, 2015 5.1 SUBJECT: First Quarter Delinquent Items BACKGROUND: First quarter delinquent items are presented for your review. We have previously reported on four different categories of delinquents as follows: • Assessments are delays in collecting the money owed and is assessed to the property taxes in the fall. • Collections amounts are those we send to the collection agency to try and collect after we have exhausted all our internal collection efforts. • Revenue Recapture (RR) is the program through the state where funds are collected from individuals' tax refunds and remitted to us, with the balance (if any)remitted to the individual. It presents an opportunity to collect funds rather than resorting to a collection agency or having to write them off completely. • Write Offs are amounts removed from the books with no further collection efforts being extended. DISCUSSION: Previously, we were able to provide a report individually identifying each of the customers' written off. This was not the ideal report to present because of its volume and limitations of customer data per State Statute 13.685, but it was the only report we had and we made it work. We are still working with NISC to create a process for writing off accounts that separates those for assessment in the fall, and those submitted to revenue recapture. (We have a quote from NISC of$1,800 to create this for us. In addition to that, we will work with NISC to create reports for internal use and commission presentation.) In the interim, this process is entirely manual,but please note that it is still occurring. I have included for review the color-coded recap comparisons with last year, identifying the four categories and the running totals. When comparing the far right totals columns for 2014 and 2015, note that we have a larger amount for 2015. The difference is in the amounts for RR, P O W E R E D B Y NATURE Reliable Publicm Power Provider P O W E R E D T o S E R V E 56 because the prior year amount is reduced by amounts collected and we are only showing amounts submitted for the current year(so the comparative numbers are skewed.) I am happy to report that life-to-date numbers for RR show that we have submitted a total of$263,883.02 and have collected $155,265.40. That's a 60%return and a great collection rate! There are currently no amounts listed for assessments (and there was not in the first quarter of 2014 either). This process is actually only done once a year, in the fourth quarter. As we create our process with NISC we hope to be able to identify these amounts for you throughout the year. Currently, all services—so even those assessable services of sewer, water, and trash—are submitted with the amounts to RR in the hopes that they will be collected. If they are not collected by assessment time, they will be removed from RR and assessed instead. The amounts for Write-Offs is a credit, meaning we have actually collected more than we have written off. We removed a total of$5,435.91 but collected$5,907.71, for the net($471.80) presented. Our budgeted amount for collections and write-offs are $105,000, or.30%uncollectible accounts per revenue dollar. According to APPA's most recent published standard ratios (2012), the industry standard is between.10%and .41%. Our write-offs for the year are well below this number, at a negative amount currently. ACTION REQUESTED: Staff recommends that the Elk River Municipal Utilities Commission accept this delinquent amounts listing for the first quarter of 2015. 1powESE0 81 Reliable Public Power Provider P O W E R E D T O S E R V E 57 Delinquent Items 2015 2014 2015 2014 2015 2014 2015 2014 2015 2014 Quarter Assessments Assessments Collection Agency Collection Agency Revenue Recapture Revenue Recapture Write-Offs Write-Offs Totals Totals First - - 1,037.74 17,949.58 6,455.59 (471.80) 354.20 17,477.78 7,847.53 YTD Total - - 1,037.74 17,949.58 6,455.59 (471.80) 354.201 Second 2,623.01 8,250.15 - (5,650.54) 2,582.99 I - I 7,805.611 tTDTstal 2,623.01 - 9,287.89 - 805.05 - 2,937.19 Third - 232.79 252.08 - 13,48504 351.001 - I 14,320.911 9TDTotal - 2,855.80 - 9,539.97 - 14,290.09 - 3,288.19 Fourth I 19.10 928.20 - 4,745.56 2,520.43 - _ 8,213.29 YTD Total - 2,874.90 - 10,468.17 - 19,035.65 - 5,808.62 17,477.78 38,187.34 GRAND TOTALS Less RR 17,949.58 19,035.65 Less Assessments - 2,874.90 Totals excluding RR&Assessments (471.80) 16,276.79 58