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6.1a ERMUSR 03-14-2023 UTILITIES COMMISSION MEETING TO: ERMU Commission FROM: Mark Hanson – General Manager MEETING DATE: March 14, 2023 AGENDA ITEM NUMBER: 6.1a SUBJECT: Staff Update ACTION REQUESTED: None DISCUSSION: • As stated in my mid-month update, Tom Sagstetter, Commissioner Mary Stewart, and I spent the week of February 27 in Washington, D.C., attending the American Public Power Association (APPA) Legislative Rally. It was a good conference with sessions on the energy tax provisions of the Inflation Reduction Act (IRA), APPA’s legislative and resolutions committee, and an all-day series of meetings with various Minnesota representatives and senators. The following concerns/asks were presented to the legislators (the full “leave behind” pamphlet is attached): o Simplifying the rules and regulations for Investing in Infrastructure and Jobs Act (IIJA) and IRA grant implementation. o Benefits offered under the IIJA and IRA should be tax exempt. o Oppose attempts to repeal/rescind the new programs or impose sequestration. o Encourage the use of the Defense Production Act to resolve the supply chain crisis. o Streamline federal permitting process for utility projects (currently the process takes 5-7 years). o Cyber/physical security assistance in the form of guidance, best practices, and funding. o Restore the ability to use tax-exempt advance refunding of bonds. o Increase bond value local “small provider” banks may issue from $10M to $30M. o End the sequestration of public bonds (5.7% delta between taxed and taxed free bonds was supposed to be refunded by federal government but sequestration ended it). • The public summary of the February 2023 Minnesota Municipal Power Agency (MMPA) Board of Directors meeting is below. o The Board of Directors of the MMPA met on Feb 21, 2023, at Chaska City Hall in Chaska, Minnesota and via videoconference. o Management presented a 2022 performance summary. The presentation is attached. 223 o The Board reviewed the Agency’s financial and operating performance for January 2023. o Customer penetration for the residential Clean Energy Choice program increased to 4.4%. There was an increase of 69 customers participating in the residential Clean Energy Choice program from December to January. o The Board discussed the current business environment. o The Board discussed the new Minnesota carbon free standard. o The Board discussed the status of renewable projects the Agency is pursuing. • I’ve been asked by City Administrator Cal Portner to be on the March 10 second-round interview panel for his Assistant City Administrator/Business Services Director. The position was formed after a reorganization when Lori Ziemer retired as Finance Director. ATTACHMENTS: • MMUA Legislative Rally Pamphlet • MMPA 2022 Year in Review 224 THE POWER OF HOMETOWN UTILITIES Hometown services. Hometown strengths. Hometown solutions. Federal Issues 2023 APPA Legislative Rally 225 How much do you know about Minnesota’s municipal utilities? Here are some facts. • Open, accessible governance by its citizen owners is one reason municipals are also known as "hometown" or "public power" utilities. • Oversight occurs largely through the local utilities commission or city council. • Municipal electric utilities serve more than 391,000 customers in 124 Minnesota communities. • Over 70 percent of Minnesota's municipal electric utilities have operated for 100 years or more. • Duluth is the largest of Minnesota’s 33 municipal natural gas systems, with an estimated 30,000 customers. • Of the 87 county seat cities in Minnesota, 50 operate municipal electric and/or natural gas utilities. • Most of the municipal electric power comes from power agencies, which are controlled by groups of municipal utilities themselves. • There are approximately 50 municipal power plants in Minnesota. They are generally used in emergency situations. The Minnesota Municipal Utilities Association (MMUA) is a nonprofit organization representing the interests of the state’s hometown utilities. There are 124 municipal electric and 33 municipal gas utilities in Minnesota. MMUA also has a number of Minnesota municipal water utilities as members, and several North and South Dakota municipal electric utilities are associate members. MMUA was formed in 1931 and provides a wide variety of services to the utilities in the region. Representing locally-owned and operated organizations, hometown utility policymakers and staff not only have a career interest in their community’s success, they have a personal stake in the city in which they have chosen to raise their families and build lifelong relationships. Because of this, municipal utility leaders focus only on the well-being of the community. It's true the utility has to maintain solvency, but there is no profit motive. In hometown utility communities, focus on maintaining a high quality of life isn't a corporate slogan; it's a promise to friends and neighbors. 226 Municipal utilities in Minnesota are dedicated to providing reliable, affordable, and sustainable services to their customers. Recent carbon-free mandates and renewable standards placed on all Minnesota electric utilities by the State legislature heighten the importance of maintaining and strengthening any and all assistance available at the federal level. Policy priorities at the federal level include limiting additional mandates, sustaining funding for infrastructure updates and the energy transition, and streamlining administrative procedures. In addition, new rules and regulations that help implement key federal legislation, including the Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA), need to be simple, clear, and flexible, allowing all Minnesota communities—especially smaller towns—to benefit. Most importantly, federal guidance should never hinder a municipal utility’s ability to provide reliable and affordable electric service to our member communities. FEDERAL SUPPORT FOR CLEAN ENERGY TRANSITION 2023 Federal Legislative Priorities In 2021, the Hutchinson Utilities Commission (HUC) dedicated its second solar energy plant within the last seven years. This plant combines with the previous solar plant, opened in 2015, to supply over 1,100 kilowatts of electricity to the city. HUC is now able to supply customers with 100% renewable energy. Hutchinson can still use local generators in addition to these solar plants to ensure electric reliability during outage times. HUC's legacy generation cability enables the utility to hedge against high market prices and maintain power for the citizens of Hutchinson when required. COMBINING OLD WITH NEW FOR CLEAN, RELIABLE ENERGY 227 2023 Federal Legislative Priorities MMUA and its members support the Investing in Infrastructure and Jobs Act (IIJA) and the Inflation Reduction Act (IRA). These two pieces of federal legislation will benefit grid resiliency and reliability, clean energy technologies, and electric vehicle infrastructure. When it passed the IIJA, Congress took critical steps when it authorized various new federal infrastructure programs. Under the IRA, Congress extended long-standing energy tax credits and created new direct payment credits for municipal electric utilities, rural co-ops, and other not-for-profit entities. The IRA authorizes these tax credits as refundable and transferable, a first for public power systems. However, it only protected public bonds from sequestration for two years and it failed to reauthorize the advanced refunding of bonds. The grants authorized in the IRA and the IIJA will be extremely beneficial towards projects that seek to increase grid reliability and resiliency, upgrade technology for cleaner and more efficient operations, and expand infrastructure investments for electric vehicle (EV) charging stations and other facilities. However, the advantages offered by the IIJA and IRA are lessened if treated as taxable, or if funding is not secure due to Congressional threats of recission or sequestration. MMUA asks Congress to consider: • New federal rules and regulations for both the IIJA and IRA implementation should be simple, clear, and flexible. • Benefits offered under the IIJA and IRA should be tax exempt. • Congress should oppose attempts to repeal or rescind these new federal programs and resist attempts to impose sequestration provisions. • The supply chain crisis hinders investment and economic development; Congress needs to help solve the shortage of distribution transformers and other critical industry materials. Further actions under the Defense Production Act aimed clearly at the increased production of transformers should be encouraged. • MMUA and its members support reasonable permitting reform legislation, including streamlining the federal permitting process for all types of utilities: generation, transmission, and pipeline facilities. • Workforce recruitment and retention assistance and incentives would be welcomed. • Cybersecurity assistance in the form of guidance, best practices, and funding would be helpful, but excessive reporting requirements and other mandates would hinder municipal utilities’ operations. • Similar assistance regarding the physical security of utility infrastructure would also be helpful. • We support a pricing mechanism that would protect utilities and their customers against sudden spikes in natural gas prices such as were seen during the 2021 polar vortex in Minnesota and throughout the Midwest. PRESERVE AND PROTECT ENERGY INFRASTRUCTURE AND INVESTMENTS 228 Municipal bonds continue to be the most effective financial tool for public power communities and local entities everywhere—bonds build three- quarters of all public infrastructure in the country. Congress took a critical step towards modernizing public financing when it authorized various new energy-related tax credits for municipal electric utilities in the IRA, but more action is needed, including reinstating the ability to issue advance refunding bonds and expanding the power of small local banks to issue bonds in excess of $10 million while retaining small issuer status. In addition, sequestration continues to restrict full use of our public bonds—Congress needs to repeal such provisions. MMUA asks Congress to consider: • Complete the modernization of public finance tools by restoring the ability to use tax-exempt advanced refunding bonds. This is a critical financial tool for all state and local entities, including municipal utilities. Advance refunding can only occur once a year, and only when market conditions allow, but it can save communities millions of dollars. Support bipartisan legislation. • The small issuer exception is outdated. Congress should increase the value of bonds a bank may issue and remain a small provider from $10 million to $30 million. • Sequestration needs to end. Public power communities continue to be burdened by sequestration of public bonds. 2023 Federal Legislative Priorities PUBLIC FINANCE 229 2023 Federal Legislative Priorities MMUA asks Congress to consider: • Restore local control, including what permit fees may be charged by a local unit of government for use of their rights-of-way and infrastructure by telecommunication companies. • Public power utilities and rural electric cooperatives are not obstacles or barriers to entry to 5G or other telecommunications development. Treatment of pole attachment fees and services has been successfully negotiated between utilities and the telecom industry for decades. In 2018, the FCC issued final comments and orders that took effect in January 2019, which reversed the long-held interpretation of the Federal Communications Act that municipal utilities were exempt from FCC oversight. This new rule was upheld by the Ninth Circuit Court of Appeals. As a result, local control over the use of rights-of-way and infrastructure became subject to challenge by telecommunication companies who view local regulations as a barrier to full implementation of 5G technology. Utility poles are not designed to accommodate additional structures such as small-cell antennae. Their co-location on utility poles can impose safety risks to line workers, and the extra weight may void warranties. Local utilities are then responsible and liable for equipment that is not even theirs. POLE ATTACHMENTS 230 2023 State Legislative Priorities The Minnesota Municipal Utilities Association (MMUA) Board of Directors, representing the interests of all it members, has identified a list of priorities for the 2023 Minnesota Legislative Session. Following is a summary of those priorities. Issue Summary Nuclear moratorium MMUA supports exploring all sources for producing clean and renewable energy. In order to allow for meaningful dialogue on expanding carbon- free resources, MMUA believes that the 1994 legislative moratorium on the siting of new nuclear reactors should be repealed. Electric vehicle (EV) charging A popular means of providing EV charging stations is for a third party to contract with a commercial entity to offer customers a place to charge their EV while doing business. MMUA supports legislation clarifying that power supplied to such stations must come from the permitted utility and not through a third party. Pay equity exemptions Minnesota’s pay equity law has made it difficult for some utilities to recruit and retain line workers, and it has suppressed salaries in some communities. MMUA supports exempting certain positions, such as line workers, from the pay equity review process or reviewing unique requirements of such positions and increasing the point value accordingly. Critical Infrastructure Protection (CIP) rules for data centers Several municipal utilities in Minnesota are home to large data centers featuring computers and cooling systems that need to run constantly, which dramatically increasing the utility’s electrical load. These centers are usually designed to be highly as efficient as possible, making it difficult to find the increased savings offset required by current CIP standards. MMUA supports exempting these uses from CIP requirements by modifying Minnesota Statutes Section 216B.2403. Repeal local government salary cap Minnesota caps the total compensation of local government employees. This cap has made it difficult for some utilities to retain experienced employees, who often leave for more lucrative posts in the private sector. MMUA supports repealing the local government salary cap. Excess generation compensation An increasing number of Minnesotans are using distributed energy resources (DER) like rooftop solar panels to generate a portion of their electrical load. Current law gives customers the right to request payment for excess generation by check, which can be very costly to the utility. MMUA supports allowing utilities to grant DER customers excess generation refunds using the most cost-effective means available including bill credits and vouchers. CIP rules for gas utilities An oversight in drafting the Energy Conservation and Optimization (ECO) Act of 2021 resulted in municipal gas utilities having a higher CIP goal (1.5 percent) than investor-owned utilities (1.0 percent). MMUA supports lowering the CIP goal for municipal gas utilities to 1.0 percent. 231 Connect with the MMUA Government Relations Team At a glance 33 391,000 183 50 57 customers is the median amount for a MN municipal utility. municipal gas utilities are MMUA members. customers served by municipal electric utilities. customers served by the smallest municipal utility, Whalan. municipal water utilities are MMUA members. of the 87 county seats in Minnesota operate an electric or gas utility. 57,000 124 customers served by the largest municipal utility, Rochester. municipal electric utilities serve Minnesotans. 1,264 mmua.org 3131 Fernbrook Lane N, Suite 200 Plymouth, MN 55447-5337 763.551.1230 Kent Sulem Director of Government Relations and Senior Counsel email: ksulem@mmua.org office: 763.746.0703 cell: 612.263.0440 Mike Siebenaler Government Relations Liaison email: msiebenaler@mmua.org office: 763.746.0715 cell: 612.979.5219 email: bblack@mmua.org office: 763.746.0708 cell: 651.398.2098 Bill Black Government Relations Attorney Karleen Kos Chief Executive Officer email: kkos@mmua.org office: 763.746.0701 cell: 813.675.7589 232 12022 Year in ReviewFebruary 21, 2023233 2Outline• Accomplishments in 2022• Financial Review of 2022• Operations Review of 2022• Business Environment in 2023• Looking Ahead to 2023234 32022 Accomplishments• Rates 10% Below Xcel• Members Extended Contracts to 2060• Fitch Upgraded MMPA from A+ to AA-• Walleye Wind Farm Placed Into Service235 4Rates 10% Below Xcel• MMPA Average Rate: $ 91.80• Xcel Average Rate: $101.57• MMPA’s Rate Was 10% Below During a Period of:– Higher Inflation– Higher Interest Rates– Volatile Natural Gas and Electric Prices– COVID-19 Effects (Labor Markets, Supply Chain)236 5Member Contracts Extended to 2060• 10 of 12 Members Have Extended MMPA Contracts Through 2060– 95% of Agency Load• Objective: To Allow MMPA to Issue 30-Year Debt through 2030– Reduces Costs and Rates• Two Members Still Considering Contract Extension– Agency Offer Open through March 31, 2023237 6Fitch Bond Rating Upgrade• Fitch Upgraded MMPA’s Bond Rating from A+ to AA-• Fitch Commented on MMPA’s– Competitive Rates– Strong Financial Performance– Strong Member Credit Quality• Reduces Cost of New DebtAAAAA+AAMMPA ‐>AA-A+ANSP MN ‐>A-BBB+BBBBBB-238 7Walleye Wind Farm in Service• Walleye Wind Now in Service• Annual Energy: ~438,000 MWh– 23% of Projected MMPA Load• Reduces Fossil Fuel Price Risk239 82022 Financial Review• Net Income of $7 Million• Unrestricted Cash Increased by $17 Million240 92022 Operations Review• Generation Portfolio Produced 1.2 Million MWhMWhFaribault650,619          Shakopee33,038            MRS733                  Black Oak 333,065          Oak Glen112,675          Walleye29,497            HTBE23,332            Buffalo Solar 11,094            Total1,194,053       241 102022 Operations Review• Generation Portfolio Produced $14.1 Million of Margins• Plant Margins Reduce Costs to MembersMargin ($000)Faribault8,830                Shakopee504                   MRS(60)                    Oak Glen3,794                HTBE1,026                Total14,094              242 112023 Business Environment• Gas & Electric Prices Have Decreased Substantially• Yield Curve Remains Inverted• Inflation Still High But Decreasing• DFL In Full Control of Minnesota Government• Inflation Reduction Act Provides Direct Pay for ITC– Reduces Cost of Renewable Investment243 12Looking Ahead to 2023• Budgeted Rates 2.1% Lower than 2022• January & February Rates Lower than Budget• 43% Renewable• HTBE RNG to Come Online244 245