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5.2 ERMUSR 02-09-2021______________________________________________________________________________ Page 1 of 2 UTILITIES COMMISSION MEETING TO: ERMU Commission FROM: Melissa Karpinski – Finance Manager MEETING DATE: February 9, 2021 AGENDA ITEM NUMBER: 5.2 SUBJECT: 2020 Fourth Quarter Delinquent Items ACTION REQUESTED: Approve the 2020 fourth quarter delinquent items submitted. BACKGROUND: Fourth 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 are assessed to the property taxes in the fall. Please note this number will only be presented in the 4th quarter. • Collections amounts are those we send to the collection agency to try and collect after we have exhausted all our internal collection efforts. We recei ve 70% of amounts collected after the agency receives their split. • 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 splitting with a collection agency or having to write them off completely. There is a six-year limit for keeping items on RR and if uncollected at this time, amounts are removed and written off. • Write Offs are amounts removed from the books with no further collection efforts being extended. DISCUSSION: Presented for review are comparisons with previous years, identifying the categories and amounts for each quarter and the running totals. Regarding the year-end totals: • The amounts listed for assessments culminate in the fourth quarter and include items previously submitted to other collection services, and if not collected, are removed and assessed. The assessment amount for 2020 is $11,324.36. This increased compared to 2019 but seems more in line with amounts assessed in other years. • The amounts submitted only to Collection Agencies for 2020 is $0. (Please note that amounts submitted to Revenue Recapture were also submitted to Collection Agencies.) • The amounts submitted to Revenue Recapture were less than the prior year. The 2020 RR amount is $16,840.36. We have collected a total of $16,965.56 from RR in 2020. 56 ______________________________________________________________________________ Page 2 of 2 • Write Offs for 2020 of $20,886.05 which is more than the prior year. The biggest impact to the Write-Offs is the removal of items from the RR program due to a six-year limit mandated by the state. We have had to remove, and write-off, a total of $20,717.05 from RR in 2020. The attached report listing shows those dollars submitted to both the Collection Agency and RR. The fourth quarter totals are $5,668.90. To break these totals down by provider, it is $4,919.95 for Electric, $493.32 for Franchise Fees, $153.67 for Sewer, $59.29 for Water, $25.00 for Storm Water and $17.67 for Trash. The amount for fourth quarter Write-Offs is $5,464.99 which includes: small balances of $33.75, amounts removed from RR meeting the six-year limit with the state program of $5,431.24. Our allowance for doubtful accounts (a reserve for bad debt/write-offs) is $25,605 or .06% uncollectible accounts per revenue dollar. According to the American Public Power Association’s most recent published standard ratios (2017), the industry standard is between .17% and .40%. Interestingly, the Northern/Central Plains average is .18%. Our totals for the year are below the national average, at .05%. ATTACHMENTS: • 2020 Fourth Quarter Delinquent Items Comparison • 2020 Fourth Quarter Delinquent Items Submitted 57 Delinquent Items Comparisons Year Quarter Assessments Collection  Agency Revenue  Recapture Rev  Recap/Coll   Agen Write‐Offs Rev Recap  Pmts 2017 1 ‐                   ‐                   5,739.46         5,739.46         (18.07)              12,149.77        2017 2 ‐                   730.50             8,617.58         9,348.08         358.05             6,595.05          2017 3 ‐                   ‐                   8,319.80         8,319.80         (34.28)              5,308.24          2017 4 8,352.84         180.40             10,344.56       10,524.96       2,272.12         1,472.34          2018 1 ‐                   ‐                   9,644.99         9,644.99         3,383.61         9,374.71          2018 2 ‐                   ‐                   6,945.51         6,945.51         1,933.72         3,293.10          2018 3 ‐                   ‐                   6,233.11         6,233.11         5,047.62         1,496.85          2018 4 10,301.48       ‐                   10,292.97       10,292.97       3,206.46         1,258.91          2019 1 ‐                   ‐                   2,911.46         2,911.46         2,444.35         10,447.26        2019 2 ‐                   85.77               8,267.42         8,353.19         3,755.56         8,258.66          2019 3 ‐                   ‐                   6,750.81         6,750.81         1,962.21         1,855.27          2019 4 4,743.53         ‐                   5,708.23         5,708.23         3,833.53         1,172.73          2020 1 ‐                   ‐                   2,707.86         2,707.86         5,537.23         8,315.08          2020 2 ‐                   ‐                   5,016.46         5,016.46         7,621.65         5,203.80          2020 3 ‐                   ‐                   3,447.14         3,447.14         2,262.18         2,022.43          2020 4 11,324.36        ‐                   5,668.90         5,668.90         5,464.99         1,424.25          0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 2017 2018 2019 2020 Quarterly Write ‐Offs by Year 1 2 3 4 Quarter 0 2,000 4,000 6,000 8,000 10,000 12,000 2017 2018 2019 2020 Quarterly Amts Submitted for  Collection by Year   1 2 3 4 Quarter 58 0 2,000 4,000 6,000 8,000 10,000 12,000 2017 2018 2019 2020 Total  Assessments 2017 2018 2019 2020 Year 0 2,500 5,000 7,500 10,000 12,500 15,000 17,500 20,000 2017 2018 2019 2020 Total  Write ‐Offs 2017 2018 2019 2020 Year 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 2017 2018 2019 2020 Rev Recap to Write‐Off Comparison Total Submitted to RR Total RR Pmts Total Write‐Offs Values 59 Agency Serv Addr Provider Total AR B 19217 KING CT NW 1ERUE 286.49$       B 19217 KING CT NW 6CTYF 37.43$         B 19217 KING CT NW 7CTYS 2.42$           B 11825 191 1/2 AVE APT 5 1ERUE 103.55$       B 11825 191 1/2 AVE APT 5 6CTYF 9.53$           B 355 EVANS AVE APT 304 1ERUE 299.75$       B 355 EVANS AVE APT 304 6CTYF 38.34$         B 1105 LIONS PARK DR APT 219 1ERUE 199.72$       B 1105 LIONS PARK DR APT 219 6CTYF 10.25$         B 10076 180TH AVE NW 1ERUE 352.96$       B 10076 180TH AVE NW 2ERUW 29.76$         B 10076 180TH AVE NW 3CTYS 59.04$         B 10076 180TH AVE NW 4CTYT 12.53$         B 10076 180TH AVE NW 6CTYF 25.73$         B 10076 180TH AVE NW 7CTYS 10.56$         B 1179 SCHOOL ST APT 6 1ERUE 44.42$         B 1179 SCHOOL ST APT 6 6CTYF 30.04$         B 12929 ORONO RD 1ERUE 101.82$       B 12929 ORONO RD 6CTYF 47.33$         B 833 FREEPORT AVE 1ERUE 76.21$         B 833 FREEPORT AVE 6CTYF 9.72$           B 10653 172ND AVE 214 1ERUE 386.82$       B 10653 172ND AVE 214 6CTYF 10.25$         B 11777 191 1/2 AVE APT 4 1ERUE 152.66$       B 11777 191 1/2 AVE APT 4 6CTYF 9.00$           B 1001 SCHOOL ST APT 317 1ERUE 413.23$       B 1001 SCHOOL ST APT 317 6CTYF 38.88$         B 805 SCHOOL ST APT 10 1ERUE 278.09$       B 805 SCHOOL ST APT 10 6CTYF 47.45$         B 18037 MONROE CIR 1ERUE 425.74$       B 18037 MONROE CIR 2ERUW 29.53$         B 18037 MONROE CIR 3CTYS 68.88$         B 18037 MONROE CIR 4CTYT 5.14$           B 18037 MONROE CIR 6CTYF 13.67$         B 18037 MONROE CIR 7CTYS 7.04$           B 8385 PARKVIEW AVE NE 1ERUE 162.45$       B 633 MAIN ST APT  402 1ERUE 146.82$       B 633 MAIN ST APT  402 6CTYF 32.94$         B 13461 191ST AVE NW 1ERUE 58.13$         B 13461 191ST AVE NW 6CTYF 9.72$           B 13461 191ST AVE NW 7CTYS 4.84$           B 1001 SCHOOL ST APT 213 1ERUE 374.92$       B 1001 SCHOOL ST APT 213 6CTYF 35.61$         B 1227 SCHOOL ST APT 313 1ERUE 250.51$       B 1227 SCHOOL ST APT 313 6CTYF 16.20$         B 17250 TWIN LAKES RD 302 1ERUE 233.66$       B 17250 TWIN LAKES RD 302 6CTYF 23.03$         B 337 BALDWIN AVE APT 207 1ERUE 132.14$       B 337 BALDWIN AVE APT 207 6CTYF 26.43$         B 12249 191ST AVE 3CTYS 25.75$         B 12249 191ST AVE 7CTYS 0.14$           B 805 SCHOOL ST APT 7 1ERUE 170.57$       B 805 SCHOOL ST APT 7 6CTYF 12.59$         B 1227 SCHOOL ST APT 116 1ERUE 114.79$       B 379 BALDWIN AVE APT 101 1ERUE 154.50$       B 379 BALDWIN AVE APT 101 6CTYF 9.18$           5,668.90$   60