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4.02a EMRUSR 11-12-2024%/ Elk River Municipal Utilities COMMISSION POLICY Section: Governance Category: Results Policies Policy Reference: Policy Title: G.5b Competitive Rates PURPOSE: Competitive rates play a critical role in customer satisfaction, economic development opportunities, and business retention. The organization's Mission includes the statement that the services provided are "cost effective." And the organization's Fundamentals and Values both specify "competitiveness." These defining organizational position policies reflect the expectations of the customers, the consumer -owners. With this policy, the Commission recognizes the importance of remaining competitive through strategic short-term and long-term planning, budgeting, and rate design. Consistent will all Results Policies, the Commission shall establish clear expectations for producing the right results for the right people in the right way. With this policy the Commission affirms their commitment to the Organization Fundamentals Policies prioritizing financial and organization health by establishing reporting requirements regarding the competitiveness of rates. POLICY: To provide the Commission with the information needed, in a timely manner, for evaluation of rate competitiveness, the General Manager annually provides a rate competitive analysis report to the Commission prior to rate setting for the following budget year. The report shall include the following information: 1. Electric a. Report the blended $/kWh effective electric rate data (total revenue collected/total kWh sold) as available through the U.S. Department of Energy, Energy Information Administration, Form EIA-861. The report shall include ten-year trend data graphing ERMU electric rates compared to neighboring competitor electric utilities. Recognizing that the data release lags one year, the intent of the report shall be to provide graphical trend data for long term planning rather than short term comparisons. The report shall be provided to the Commission annually prior to rate setting for the following budget year. Page 1 of 2 59 ERMU Commission Policy — G.5b - Competitive Rates b. Report customer class rate analysis comparing ERMU electric rates to neighboring competitor electric utilities. The report shall include ten-year trend data graphing ERMU electric rates compared to neighboring competitor electric utilities. The intent of this is to show, from a customer perspective, how rate competitiveness would be perceived currently. The report shall include all rate classes or other unique customer types within rate classes. 2. Water a. Report tiered water rate comparisons, as available locally sourced. The report shall include data graphing ERMU water rates compared to neighboring water utilities. The intent of the report shall be to provide trend data for long term planning rather than short term comparisons. b. Report customer class rate analysis comparing ERMU water rates to neighboring communities, as available through regional AE2S survey reports. The report shall include ten-year trend data graphing ERMU water rates compared to neighboring competitor water utilities. The intent of this is to show, from a customer perspective, how rate competitiveness would be perceived currently. The report shall include all rate classes. POLICY HISTORY: Adopted December 13, 2022 Page 2 of 2 .0