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4.2 ERMUSR 04-14-2020UTILITIES COMMISSION MEETING TO:FROM: ERMU Commission Melissa Karpinski –Finance Manager MEETING DATE: AGENDA ITEM NUMBER: April 14, 2020 4.2 SUBJECT: 2019 Year End Reserve Balances ACTION REQUESTED: Designate unrestricted reserve balances above target levels for Electric and Water funds. BACKGROUND: The purpose for reserves to a public utility is to meet bond covenants and provide a financial buffer to mitigate unforeseen or volatile operational costs. In 2010, the commission adopted a financial reserves policy, which has since moved over to management policy, that defined the structure and formula on how financial reserves will be calculated for the Electric Utility and Water Utility funds. This provides transparency to the public on the purpose and levels of utility reserves. Additionally, this policy is consistent with Governance Policy G.4i2 Financial Reserves which was adopted by the commission in 2017. DISCUSSION: As defined by policy, the year-end reserve balances are to be reviewed after the completion of the audit. These balances, if above their target levels, shall be unrestricted with a defaulting designation as working capital. The commission shall then consider optimal use of these unrestricted reserves. Staff recommends that unrestricted reserve balances above target levels for the Electric Utility fund be designated for capital infrastructure costs and the Energy Adjustment Clause (EAC), to be capped at $500,000;and for the Water Utility fund to be designated for future capital infrastructure costs. FINANCIAL IMPACT: None ATTACHMENTS: ERMU Policy – A.10 – Financial Reserves Policy ERMU Policy – G.4i2 – Financial Reserves Electric Reserves Policy Calculation Water Reserves Policy Calculation ______________________________________________________________________________ Page 1 of 1 154 A.10 Financial Reserves Policy 1.0Purpose and Summary In order to maintain stable rates and provide reliable services, Elk River Municipal Utilities (ERMU) requires financial buffers in the form of reserves to mitigate changes in costs or operational performance. For ERMU there are two utility funds,the Electric Utility and the Water Utility. These funds shall have separate reserves. Theirreserve balances shall be classified as either Restricted for Debt ServiceorUnrestricted Designated Reserve. The target levels for these reserves shall be determined by the criteria herein.Thesetarget levels and target criteria will be reviewed annually, modified by Utilities Commission to support the long-term goals of ERMU, and adopted with the annual budget. Unless otherwise specified by bond covenants, these reserve balances Policy (policy number 8.20a). 2.0Electric Utility Reserve Classifications Restricted For Debt Service: This reserve is established to maintain compliance with bond covenants. The target level for this reserve shall be set atthe level specified by bond covenants. Unrestricted Designated Reserve: This reserve is established to address the short-term financial variability inherent in operating an Electric Utility. Potential sources of this variability include but are not limited to: risks associated with natural disasters, reduction in overall customer usage, changes in total system load resulting from the actions of large customers, failure to achieve budgeted levels of net income, changes in cost of purchased power, changes in interest income, and general operational exposures. The target level for this reserve shall be set atthe sum of 6 months operating expenditures less depreciation and lesspurchase power costs,plus the sum of interest payments, plus one month budgeted average purchase power cost. The balance above this target level shall be unrestricted. 1 155 3.0Water Utility Reserve Classifications Restricted For Debt Service: This reserve is established to maintain compliance with bond covenants. The target level for this reserve shall be set at the level specified by bond covenants. Unrestricted Designated Reserve: This reserve is established to address the short-term financial variability inherent in operating a Water Utility. Potential sources of this variability include but are not limited to: risks associated with natural disasters, reduction in overall customer usage, changes in total system usage resulting from the actions of large customers, failure to achieve budgeted levels of net income, changes in interest income, and general operational exposures. The target level for this reserve shall be set at the sum of 6 months operating expenditures less depreciation plus the sum of The balance above this target level shall be unrestricted. 4.0Year-end Reserve Balances If the year-end reserve balances are above their target levels after the completion of the year-end audit, these balances shall be unrestricted with a defaulting designation as working capital. The Utilities Commission shall then consider optimal uses of these unrestricted reserves through any of the following but not limited to: working capital, designated for power costs (electric fund only), debt reduction, retention for reserve fund growth for future needs, or use for rate stabilization or reduction. If the year-end reserve balances are below their target levels after the completion of the year-end audit, the Utilities Commission shall consider the balances and plan for theirreplenishment to target levels in a timely manner. Adopted May 11, 2010 Revised May 10, 2011 2 156 COMMISSION POLICY Section:Category: GovernanceDelegation to Management Policies Policy Reference:Policy Title: G.4i2Financial Reserves PURPOSE: With this policy, the Commission sets forth its expectations for the General Manager concerning the maintenance of POLICY: The General Manager shall ensure that ERMU maintains cash reserves for its electric and water utility enterprises that are reasonable, prudent and necessary to: 1. Meet or exceed the requirements of all bond covenants 2. Demonstrate to rating agencies and investors that ERMUcredit worthy 3. Provide liquidity that is adequate, along with other risk-management measures, to ensure ongoing operation of the utility systems 4. Stabilize revenue requirements and customer rates 5. Manage the level of debt by funding a portion of the capital investments In addition, the General Manager shall prepare for Commission approval and, upon approval, implement a Management Financial Reserves Policy that sets forth the designated reserve funds to be maintained, along with their purposes and methods for determining appropriate target levels and requirements for internal controls, monitoring and reporting. Designated reserve funds may include, but are not limited to reserves restricted for debt service and unrestricted designated reserves. POLICY HISTORY: Adopted December 12, 2017 ______________________________________________________________________________ Page 1of 1 157 1,261,3595,751,003 8,267,086 Reserves 15,279,447 $$$$ 2019 n/a 54,815 252,557 3,175,823 2,125,6542,234,593 Monthly $$$$$ 657,782 3,030,6781,785,7382,784,0878,368,1758,368,1751,261,3591,261,3596,513,7476,513,747 38,109,87525,507,84916,143,281 Reserves $$$$$$$$$$$$$ ProposedAnnualAverage2020 158 Cost 4/2020 Cost Power Interest 61 Policy Power ReservesReservesReserves Expense and Purchased Balances Fund ReservesReservesReserves ExpendituresInterestDepreciationPurchasedPricipal CalculatedCalculatedCalculated Cash Reserves Monthly Electric BudgetedBudgetedBudgetedBudgetedBudgetedPeakAuditedCalculatedProposedCalculatedProposedCalculatedProposed ERMU Description 20202020202020202020201920192020202020202020 Utilities Municipal for Service River Elk Unrestricted2020Designated2020ReservesRestrictedDebtUnrestrictedReserves 6,718,1511,145,7705,572,381 Reserves $$$$ 2019 n/a 2,029 258,378101,320 Monthly $$$ Proposed 24,345 295,345 6,466,8646,466,864 3,100,5361,215,8397,692,3851,225,5211,225,521 Reserves $$$$$$$$$$$ AnnualAverage2020 159 4/2020 Interest Policy ReservesReservesReserves 62 Expense and Balances Fund ReservesReservesReserves ExpendituresInterestDepreciationPricipal Calculated CalculatedCalculated Cash Reserves Water BudgetedBudgetedBudgetedBudgetedAuditedCalculatedProposedCalculatedProposed CalculatedProposed ERMU Description 20202020202020202019202020202020202020202020 Utilities Municipal for Service River Elk UnrestrictedDesignatedReservesRestrictedDebtUnrestrictedReserves