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5.2 ERMUSR 10-12-2021UTILITIES COMMISSION MEETING TO:FROM: ERMU Commission Melissa Karpinski –Finance Manager MEETING DATE: AGENDA ITEM NUMBER: October 12, 20215.2 SUBJECT: 2022 Annual Business Plan: Electric and Water Expenses and Conservation Improvement Program ACTION REQUESTED: None. DISCUSSION: In preparation for budget submittal in November, staff continues to work through the 2022 budget process. The first draft of the expense portion of the 2022 budget has been completed for commission review. Items are subject to change as the complete 2022 budget is assembled and the finalized wholesale power costs and revenues are reflected. Revenues and rates, and wholesale power costs for 2022 will be presented in November. Attached is the following information for your review. Additional budget detail is available upon request. Please contact staff for additional information. 1.Electric Department Expense Budget – The 2022 budget for electric expenses are a 2.6% increase compared tothe current year budget. It is noteworthy that the 2021 forecast for expenses is a 1.9% increase compared to budget. Wholesale power costs make up around70% of the operating budget and will be provided in next month’s budget with the revenue projections. Most notable increases are for bond interest expense, tree trimming(contractors), and administrativeexpensedue to the addition of anew general managerfor a partial year. These preliminary expense numbers will likely be adjusted during the next phase ofbudgeting when the 2022 rates are designed. The 2021 budgeted purchased power cost amount was $25,546,479. The 2022 projected wholesalepower cost increase is 2.5% but may vary slightly when the rate formula is applied to ERMU’s load profile and anticipated growth. Preliminarily applying the 2.5% projected wholesale power cost increase on the 2021 forecasted amount resulted in a preliminary amount of $27,035,269. When factoring the preliminary wholesale power cost forecast and the preliminary electric department expense budget, the overall preliminary electric department expense budget increase is 4.7% compared to 2021 budget. ______________________________________________________________________________ Page 1 of 2 75 The budgeted Payment in Lieu of Taxes (PILOT) amount for 2022 is $1.666million. The PILOT is comprised of $1.436millionbased off4% ofthe City ofElk River sales calculation, and $230,000indonated utilities and labor.This preliminary projection will change when revenue is budgeted for next month. 2.Water Department Expense Budget – The 2022 budgetfor water expenses are a 6.2% increase compared tothe current year budget. It is noteworthy that the 2021 forecast for expenses are inline with budget. Most notable increases are expenses due tothe addition of a new general manager for a partial year, maintenance of water mains and bond interest expense. 3.Conservation Improvement Program Budget – The 2022 budget for CIP includes $308,607 for rebates, an increase from 2021 of $3,857, as required to meet our energy savings goal mandate. ATTACHMENTS: Preliminary 2022 Electric Expense Budget Preliminary 2022 Water Expense Budget 2022 Conservation Improvement Program Budget Summary 2022 Conservation Improvement Program Budget Detail ______________________________________________________________________________ Page 2 of 2 76