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6.1a ERMUSR 03-12-2024�i Elk River --�- Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: ERMU Commission Mark Hanson — General Manager MEETING DATE: AGENDA ITEM NUMBER: March 12, 2024 6.1a SUBJECT: Staff Update ACTION REQUESTED: None DISCUSSION: • ERMU staff continue to meet with city staff and representatives from Vireo Health to identify and plan for their utility needs. We have been working through several scenarios regarding the availability of the necessary transformers and recently received their signed statement of work authorizing us to purchase the two transformers needed for the project. With an anticipated peak usage of 2.5-3.0 MW, Vireo would be our third largest customer. • Chair Dietz, Commissioner Zerwas, and I attended the American Public Power Association Legislative Rally in Washington DC, February 26-28. The rally offers an opportunity to network with peers and lobby our MN legislative representatives on significant issues impacting public power. Our request of the legislative delegates focused on the need to deliver affordable, reliable, and sustainable public power; the supply chain crisis (especially transformers); and modernizing various financial tools. Minnesota Municipal Utilities Association (MMUA) provided the attached reference guide summarizing our concerns. • The Board of Directors of the Minnesota Municipal Power Agency (MMPA) met February 20, 2024, at Chaska City Hall in Chaska, Minnesota and via videoconference. Commissioner Stewart and I attended. The public summary is below: o Management reviewed 2023 performance. A summary of the presentation is attached. o The Board reviewed the Agency's financial and operating performance for January 2024. o Customer penetration for the residential Clean Energy Choice program increased to 5.3%. There was an increase of 54 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 status of renewable projects the Agency is pursuing. Page 1 of 2 ATTACHMENTS: • MMUA Federal Issues 2024 • MMPA 2023 Year in Review Page 2 of 2 181 AAFAAFI # A 1V11V1%fPq Minnesota Municipal Utilities Association THE D F IES Federal Issues 2024 APPA Legislative Rally Hometown services. Hometown strengths. Hometown solutions. 182 2024 Federal Legislative Priorities ENSURE RELIABLE, AFFORDABLE, AND SUSTAINABLE PUBLIC POWER Municipal utilities pride themselves on being able to provide power that consumers can rely upon to be there at any moment or to be restored quickly after a rare outage. They recognize the need to provide this power in an eco- friendly and sustainable manner. Between 2005 and 2022, public power producers nationwide reduced CO2 emissions by 31 percent. At the same time, it is important to keep electric rates affordable. Municipal utilities face the threat of physical attacks on infrastructure, cybersecurity attacks, and work to comply with expensive mandates and regulations. There are many steps Congress can take to sustain the long history of success of public power. MMUA asks Congress to: • Avoid passing unfunded or underfunded mandates • Avoid redundancy such as the reporting of suspected cybersecurity attacks to multiple entities while facilitating the sharing of timely and actionable threat information • Provide regulatory certainty • Ensure climate policies take into account grid reliability, affordability, and sustainability, and are based on readily available technology • Ensure rules are not unnecessarily complex and provide needed flexibility • Streamline permitting procedures • Support and invest in local resiliency efforts • Protect local control over pole attachments and oppose efforts to limit a utility's ability to provide broadband services r1r1V 4 Minnesota Municipal Utilities Association 183 ALLEVIATE THE SUPPLY CHAIN CRISIS Critical infrastructure components, particularly distribution transformers, are not readily available. This has created an unprecedented supply chain crisis for public power utilities. As many as one in five public power infrastructure projects is delayed or even cancelled due to a lack of component parts. In Minnesota, as in other public power states, it is common for lead times on delivery of distribution transformers to stretch from two to five years. At the same time, proposed federal rules mandating increased efficiency for transformers threaten even longer delays. Lead times for other parts have also increased dramatically. This supply chain crisis threatens not only the ability to continue the move towards more renewable and carbon - free power, but reliability of both local power and the electric grid as a whole. It slows down recovery time from storms and other natural disasters, even affecting mutual aid efforts when one utility hesitates to provide resources to another over a justified fear the utility may need the items for itself. MMUA asks Congress to: • Provide, as appropriated by the Senate, $1.2 billion for the Department of Energy's Office of Electricity and Grid Development Office to immediately begin addressing this crisis • Delay new efficiency standards for distribution transformers • Sign onto and pass H.R. 7171/S.3627 known as the "Distribution Transformer Efficiency and Supply Chain Reliability Act" MODERNIZE PUBLIC FINANCE TOOLS As part of the Inflation Reduction Act (IRA), Congress took a critical step towards modernizing public finance tools when it authorized or extended several tax credits and then approved correlated direct payment incentives for local governments. However, Congress failed to reauthorize advance refunding of bonds, a tool that could save millions of dollars in financing public power projects. Congress also failed to increase the threshold under which a lender remains a small issuer, and it did not permanently exempt Build America Bonds or the funds for grants to public power providers under the IRA and the Infrastructure Investment and Jobs Act (IIJA) from sequestration and rescission. MMUA asks Congress to: • Restore advance refund bonds • Increase from $10 million to $30 million the threshold under which a lender remains a small issuer • Exempt public finance bonds and grant funding from sequestration and rescission AAAiiiA Minnesota Municipal Utilities Association W i ii iv a At a glance Minnesota Municipal Utilities Association ��< • Hon�n c�n� � ...... ..... 016, ♦<aonv •♦ nq ,� 04 �♦ h W:a 33municipal gas utilities are MMUA members. 121 municipal electric utilities serve Minnesotans. municipal water utilities 183are MMUA members. 391 ,WO customers served by municipal electric Ik utilities. Connect with the MMUA Government Relations Team Karleen Kos Chief Executive Officer Kent Sulem Director of Government Relations and Senior Counsel Bill Black Government Relations Attorney mmua.org email: kkos@mmua.org office: 763.746.0701 cell: 813.675.7589 email: ksulem@mmua.org office: 763.746.0703 cell: 612.263.0440 email: bblack@mmua.org office: 763.746.0708 cell: 651.398.2098 3131 Fernbrook Lane N, Suite 200 Plymouth, MN 55447-5337 50of the 87 county seats in Minnesota operate an electric or gas utility. 57customers served by the smallest municipal utility, Whalan. 1 �� customers is the ' median amount for a MN municipal utility. 57,000 customers served by the largest municipal utility, Rochester. NS, 1' fit? 763.551.1230 185 IOX11`411111111111N� ouuuuuolll k �Wrine,sota Muikipat F:Iavver Agency 2023 Year in Review Summary 220 South Sixth Street &flte 1300 Min�ieapohs, MN 55402 td. 612.349.6868 fax, 612,349,6108 mNw.r,iirt,ipa,(,)rg 0 Rates 12% Lower than Competitive Benchmark 0 Moody's Upgraded MMPA's Bond Rating from Alto Aa3 • Hometown BioEnergy Renewable Natural Gas Project Placed in Service 0 Net Income of $31.6 Million 0 Unrestricted Cash Increased by $35.4 Million 0 Generated Carbon Free Energy Equal to 44% of Energy Needs 0 2024 Budget Average Rate to Members Equal to 2023 0 January and February 2024 Rates Lower than Budget W