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HomeMy WebLinkAbout2013-05-29 RMLD Board of Commissioners Packet® Reading Municipal Light Department TO: Kevin Sullivan FROM: Maureen K. Hanifan SUBJECT: Customer Service Programs DATE: April 16, 2013 This is a brief outline of programs in Customer Service at Reading Municipal Light: 1. Payments We accept many types of payments. We spend time educating customers on different payment methods. We walk them through payment processes such as making a payment on the RMLD web site and setting up RMLD as a payee at their bank. 2. Paperless Invoices We explain the benefits of going paperless. 3. Budget Bills Many of our customers enjoy the Budget Bill Program. Customers pay the same amount for eleven months of the year and then pay extra in December if they use more ® electricity or they receive a credit if they use less. Many customers conserve electricity because they do not want to pay more in December. 4. Credit and Collection Program We work with customers continuously, offering payment plans, educating them on conservation and informing them of programs and services available to them in the community from outside agencies. S. Utility Authorization Number Program We implemented new software which has streamlined the U.A.N. process. It appears to be successful. 6. Energy Star Appliance Rebate Program We process rebate credits for customers who purchase Energy Star Compliant Appliances such as Refrigerators, Washing Machines, Dishwashers, Central Air Conditioning Units, Room Air Conditioning Units, Dehumidifiers, Programmable Thermostats, Electric Heat Pump Water Heaters, Air Source Heat Pumps and Ceiling Fans. 7. Home Energy Audit Program Coordinate and process requests for home energy audits. Since September of 2012, the RMLD has been working with Next Step Living, an outside vendor specializing in whole home energy assessments. One of the benefits of this program for our customers who Q heat with natural gas are generous rebates and incentives towards weatherization services including no -cost air sealing, as well as 75% off -up to $2,000 towards the ATTACHMENTI installation of approved insulation improvements, based upon the findings of the energy • audit specialist. Our customers heating with oil and other sources are eligible for the same home energy assessments, which includes health and safety checks, personalized recommendations and a report identifying energy saving opportunities. Our non -gas customers may be eligible for low interest loans through Next Step Living to procure the same services as offered our natural gas customers. S. Gift Certificate program RMLD offers gift certificates in any denomination that can be applied to any WILD customer account. • 11 Draft Code of Conduct; The RMLD Board of Commissioners recognizes the importance of hearing public comment, at the discretion of the Chair, on items on the official agenda as well as on item(s) not on the official agenda. We ask that all questions or comments from the public be directed to the Chair and that all parties, including members of the RMLD Board, act in a professional and courteous manner when addressing the Board or responding to comments. Once recognized by the Chair, all persons addressing the Board shall state their name and address prior to speaking. It is the role of the Chair to maintain order in all public comment or ensuing discussion. Submitted by Frederick Van Magness C N ATTACHMENT Q RMLD Board of Commissioners Committees and Assignments April 24, 2013 Audit (Including Town of Reading Audit) Recommend audit findings to the Board. Philip Pacino One member of Audit Committee meets at least semiannually with the Robert Soli Accounting /Business Manager on RMLD financial issues. Town of Reading Audit Committee - Sit on the Town of Reading Audit Committee and select firm that performs annual financial audit or RMLD pension trust. This term expires on June 30, 2013. General Manager Search Committee Not To Exceed One Year John Stempeck Chair Philip Pacino Public Relations Committee Not To Exceed Orin Year John Stempeck David Talbot Budget Committee Robert Soli, Chair Philip POCJna David Talbot • AssiOrmente Accounts Payable David Talbot - April John Stempeck - May Philip Pacino - June Robert Soli - July Assignments Payroll - Four Month Rotation Philip Pacino, April - July David Talbot, August- November Robert Soli, December - March John Stempeck, April - July J Recommend the RMLD General Manager. From time to time review press releases and public relations programs. Recommend Operating and Capital Budgets to the Board. Recommend actuaries and actuary findings to the Board. Make recommendation to RMLD Board for legal counsel. Review and approve payables on a weekly basis. This position is rotational. It requires one signstare. No Commissioner may serve more than three consecutive years on this Committee and must take a year leave before returning to this Committee. Review and approve payroll. This position is rotational every four months. It requires primary signer and one back -up. No Commissioner can serve more than three consecutive years on this Committee and must take a year leave before rewming to this Committee. ® To: Kevin Sullivan From: Energy Services Date: May 9, 2013 Subject: Purchase Power Summary - March, 2013 Energy Services Division (ESD) has completed the Purchase Power Summary for the month of March, 2013. IM ATTACHMENT ENERGY The RMLD's total metered load for the month was 56,989,368 kwh, which is a 1.80% increase from the March, 2012 figures. Table I is a breakdown by source of the energy purchases. TABLE 1 QAmount of Cost of % of Total Total $ $ as e Resource Energy Energy Energy Costs % (kWh) ($IMwh) Millstone k3 3,712,818 $6.99 6.51% $25,944 1.08% Seabrook 5,891415 $8.22 10.34% $48,405 2.02% Stonybrook Intermediate 944,429 $109.30 1.66% $103,221 4.31% JP Morgan 6,286.150 $57.54 11.03% $361,698 15.11% NextErr4 6,435,000 $49.11 11.29% $316,015 13.20% NYPA 2,068,825 $4.92 3.63% $10,179 0.43% ISO Interchange 10,321,916 $54.28 18.11% $560,306 23.41% NEW Congestion 0 $0.00 0.00% - $75,383 -3.15% Coop Resales 2,152 - $5,500.22 0.00% - $11,836 -0.49% MacOuade 8,858,000 $38.56 15.54% $341,648 14.27% Summit Hydro 1,770,565 $57.55 3.11% $101,893 4.26% Braintree Watson Un8 443,775 $150.65 0.78% $66,853 2.79% Swift River Projects 2,027,887 $102.05 3.56% $206,955 8.65% Constellation Energy 8,194,630 $40.59 14.38% $332,595 13.90% Stonybrook Peaking 33,549 $154.11 0.06% $5,170 0.22% Monthly Total 56,991,111 $42.00 100.00% $2,393,560 100.00% IM ATTACHMENT Table 2 breaks down the ISO interchange between the DA LMP Settlement the RT and Net Energy for the month of March, 2013. • Table 2 Amount Cost %of Total Resource of Energy of Energy Energy (kWh) ($ /Mwh) ISO DA LIMP 13,833,426 56.38 24.27% Settlement RT Net Energy '• - 3,511,510 58.53 -6.16% Settlement ISO Interchange 10,321,916 54.28 18.11% (subtotal) ' independent System Operator Day -Ahead Locational Marginal Price "Real Time Net Energy CAPACITY The RMLD hit a demand of 100,465 kW, which occurred on March 7, at 7 pm. The RMLD's monthly UCAP requirement for March, 2013 was 211,828 kWs. Table 3 shows the sources of capacity that the RMLD utilized to meet its requirements. Table 3 Source Amount (k Ws) Coat ($/kW- month) Total Cost $ %of Total Cost Millstone #3 4,991 45.52 $227,206 15.49% Seabrook 7,742 49.44 $382,743 26.09% Stonybrook Peaking 24,981 1.94 $48,486 3.31% Stonybrook CC 42,925 3.81 $163,409 11.14% NVPA 4,019 3.57 $14,347 0.98% Hydro Quebec 4,584 4.52 $20,715 1.41% Nextera 60,000 5.50 $330,000 22.50% Braintree Watson Unit 10,520 11.07 $116,473 7.94% ISO -NE Supply Auction 52,066 3.14 $163,536 11.15% Total 211,828 $6.93 $1,466,915 100.00% • • Table 4 shows the dollar amounts for energy and capacity per source. 5,184 5,576 $211,777 Pepperell 384 Table 4 919 $44,598 Cost of 92 1933 x025 $105,364 Turners Palls %of Amt of Energy Power $0 Resource Energy Capacity Total cost Total Cost (kWh) ($/kWh) Millstone s3 $25,944 $227,206 $253,149 6.56% 3,712,818 0.0682 Seabrook $18,405 $382,743 $431,148 11.17% 5,891,415 0,0732 Stonybrook Intermediate $103,221 $163,409 $266,630 6,91% 944,429 0.2823 Hydro Quebec $0 $20,715 $20,715 0.54% - 0.0000 JP Morgan $361,696 $0 $361,696 9.37% 6,288,150 0.0575 NesdEra $316,015 $330,000 $646,015 16.73% 6,435,000 0.1004 ' NYPA $10,179 $14,347 $24,526 0.64% 2,068,825 0.0119 ISO Interchange $560,306 $163,536 $723,842 18.75% 10,321,916 0.0701 Name Congestion . $75,383 $0 - $75,383 .1.95% - 0.0000 MacQuerie $341,548 $0 $341,548 8.85% 8,858,000 0.0386 ' Summit Hydro $101,893 $0 $101,893 2.64% 1,770,565 0.0575 Braintree Watson Unit $66,853 $116,473 $183,326 4.75% 443,775 0.4131 " Swift River Projects $206,955 $0 $206,955 5.36% 2,027,887 0.1021 Coop Resales - $11,836 $0 411,836 -0.31% 2,152 - 5.5002 Constellation Energy $332,595 $0 $332,595 8.62% 8,194.630 0.0406 Stonybrook Peaking $5,170 548.486 $53,656 1.39% 33,549 1.5993 Monthly Total $2,393,560 $1,466,915 $3,860.475 100.00% 56,991,111 0.0677 ' Renewable Resources 10.30% RENEWABLE ENERGY CERTIFICATES RECs The RMLD sold 12,613 2012 RECs (Quarter 1 and Quarter 2) for $582,097.75 in January, 2013. 750 Quarter 1 and 2 RECs remain banked for retirement. Table 5 shows the amount of banked and projected RECs for the Swift River Hydro Projects through March, 2013, as well as their estimated market value. Table 5 Swift River RECs Summary Period - January 2012 - March 2013 Banked Projected Total Est. Tics li RPes Dollars Womeoco 392 5,184 5,576 $211,777 Pepperell 384 434 919 $44,598 Indian 9lver 92 1933 x025 $105,364 Turners Palls 781 91 972 $0 Grand Total 1,649 7,642 9,291 $361,722 TRANSMISSION • The RMLD's total transmission costs for the month of March were $875,677. This is an increase of 9.2% from the February transmission cost of $801,945. In March, 2012 the transmission costs were $588,790. Table 6 C *-A Ex Current Month Last Month Last Year Peak Demand (kW) 100,465 104,480 100,894 Energy (kWh) 56,991,111 53,918,775 56,054,267 Energy ($) $2,393,560 $3,397,710 $2.585,840 capacity (s) $1,466,915 $1,498,056 $1.337,034 Transmission($) $875,677 $801,945 $588,790 Total $4,736,152 $5,697,711 $4,511,664 C *-A Ex 0 H k k ).. | ... .. ., K7 |± $( !� §# �# �■ . ... { f | |! |£!§ ! §[ )[ [[ !| || ! | ... !� . ... | |! |£!§ •,!, ■,K )� Z; ;; ; ;; ■!!!! §[ !!!!!!| )§ !| . •r „ ;K■ \ / \� �/ •jj ! . !! #!# ■! ® To: Kevin Sullivan From: Energy Services Date: May 21, 2013 Subject: Purchase Power Summary - April, 2013 Energy Services Division (ESD) has completed the Purchase Power Summary for the month of April, 2013. ENERGY The RMLD's total metered load for the month was 52,462,603 kWh, which is a .04% increase from the April, 2012 figures. Table 1 is a breakdown by source of the energy purchases. TABLE 1 Q Amount of Cost of % of Total Total $ $ as a Resource Energy Energy Energy Costs % (kWh) ($ /Mwh) Millstone p3 1,522,841 56.99 2.88% $10,641 0.48% Seabrook 5,708,122 $8.22 10.79% $46,893 2.11% stonybrook Intermediate 128,053 $142.71 0.24% $18,275 0.82% JP Morgan 5,863,200 $57.75 11.08% $338,591 15.25% NestEra 6,749,000 $47.11 12.76% $317,933 14.32% NYPA 1,910,786 $4.92 3.61% $9,401 0.42% ISO Interchange 7,436,330 $47.63 14.06% $354,190 15.95% NEMA Congestion 0 $0.00 0.00% $9,533 0.43% Coop Resales 12,400 $134.44 0.02% $1,667 0.08% MacOUarie 8.696,000 $42.49 16.44% $369.451 16.64% Summit Hydro 1,107,359 $56.08 2.09% $62,100 2.80% Braintree Watson Unit 469,020 $1241 0.89% $5,823 0.26% Swift River Projects 2,946.880 $102.39 5.57% $301,720 13.59% Constellation Energy 10,346,800 $36.18 19.56% $374,368 18.86% Stonybrook Peaking 0 $0.00 0.00% -S45 0.00% Monthly Total 52.8 96.791 $41.98 100.00% $2,220,542 100.00% Table 2 breaks down the ISO interchange between the DA LMP Settlement and the RT • Net Energy for the month of April, 2013. Table 2 Amount Cost % of Total Resource of Energy of Energy Energy (kWh) ($ /Mwh) ISO DA LIMP 10,216,824 46.61 19.31% Settlement RT Net Energy •• - 2,780,494 41.28 -5.26% Settlement ISO Interchange 7,436,330 47.63 14.06% (subtotal) ' Independent System Operator Day -Ahead Locational Marginal Price Real Time Net Energy CAPACITY The RMLD hit a demand of 91,391 kW, which occurred on April 2, at 8 pm. The RMLD's monthly UCAP requirement for April, 2013 was 211,731 kWs. Table 3 shows the sources of capacity that the RMLD utilized to meet its requirements. Table 3 Source Amount (k Ws) Cost ($IkW- month) Total Cost $ %of Total Cost Millstone #3 4,991 32.12 $160,333 11.27% Seabrook 7,742 49.44 $382,738 26.89% Stonybrook Peaking 24,981 1.99 $49,830 150% Stonybrook CC 42,925 3.85 $165,053 11.60% NYPA 4,019 3.57 $14,347 1.01% Hydro Quebec 4,564 4.18 $19,139 1.34% Nextera 60,000 5.50 $330,000 23.19% Braintree Watson Unit 10,520 10.93 $115,032 8.08% ISO -NE Supply Auction 51,969 3.59 $186,694 13.12% Total 211,731 $6.72 $1,423,167 100.00% • ® Table 4 shows the dollar amounts for energy and capacity per source. Table 4 Cost at %of Amt of Energy Power Resource Energy Capacity Total cost Total Cost (kWh) ($/kWh) Millstone #3 $10,641 $160,333 $170,974 4.69% 1,522,841 0,1123 Seabrook $46,893 $382,738 $429,631 11.79% 5.708,122 0.0753 Stonybrook lntemediate $18,275 $165,053 $183,328 5.03% 128,053 1.4317 Hydro Quebec $0 $19,139 $19,139 0.53% 0.0000 JP Morgan $338,591 $0 $338,591 9.29% 5,863,200 0.0577 NealEra $317,933 $330,000 $647.933 17.78% 6,749,000 0.0960 ` NYPA $9,401 $14,347 $23,748 0.65% 1,910,786 0.0124 ISO Interchange $354,190 $186,694 $540,884 14.84% 7,436,330 0.0727 Name Congestion $9,533 $0 $9,533 0.26% - 0.0000 MacOuarie $369,451 $0 $369,451 10.14% 8,696,000 0.0425 `Summit Hydro $62,100 $0 $62,100 1.70% 1,107,359 0.0561 Braintree Watson Unit $5,823 $115,032 $120,855 3.32% 469.020 0.2577 " Swift River Projects $301,720 $0 $301,720 8.28% 2,946,880 0.1024 Coop Resales $1,667 $0 $1,667 0.05% 12,400 0.1344 Constellation Energy $374,368 $0 $374,368 10.27% 10,346,800 x0362 Stonybrook Peaking -$45 549,830 549,785 1.37% 0.0000 Monthly Total $2,220,542 $1423,167 $3,643.709 100.00% 52,896,791 0.0689 ` Renewable Resources 11.28% ® RENEWABLE ENERGY CERTIFICATES (RECs) The RMLD sold 12,613 2012 RECs (Quarter I and Quarter 2) for $582,097.75 in January, 2013. 750 Quarter I and 2 RECs remain banked for retirement. Table 5 shows the amount of banked and projected RECs for the Swift River Hydro Projects through April, 2013, as well as their estimated market value. Table 5 Swift River RECs Summary Period - January 2012 - April 2013 Banked Projected Total Est. RECs li REG Dollars Woronoco 392 5,184 5,576 $369,911 Pepperell 384 434 Big $77,588 Indian River 92 1933 2025 $131,061 Turners falls 781 91 872 $0 Grand Total 1,649 7,642 9,291 $478,560 IM The RMLD's total transmission costs for the month of April were $716,410. This is a • decrease of 18.19% from the March transmission cost of $875,677. In April, 2012 the transmission costs were $613,473. Table 6 • C.mmt Month Last Month Last Year Peak Demand (kW) 91,391 100,465 104,469 Energy (kWh) 52,896,791 56,991,111 52,565,631 Energy ($) $2,220,542 $2,393,560 $2,154.730 Capacity ($) $1,423,167 $1,466,915 $1,352,937 Transmission($) $716,410 $875,677 $613,473 Total $4,360,119 $4,736,152 $4,121.140 • �1*1 � \ .., | ! # §§ -- ®- .- |2| !.. .. ■ §.# .. ) -- -- -- $# ■!! |i!! ! ! ! ! §« $■ §| !| .... . S.SM IM r k °! \ 7 !)[ )[ §[ || . [!!!!!! .., | # §§ ! ■ §.# ■!! |i!! !| .... . S.SM IM r °! \ || . [!!!!!! !� ....... ! &l;;;;§ \ ###K!!# - .| ,....,, , ... . ! ! ■ ; §l ; ; ;! • READING MUNICIPAL LIGHT DEPARTMENT To: Kevin Sullivan Date: May 9, 2013 From: Jane Parenteau William Seldon 1 Subject: 2013 Request For Proposals (RFP) Wholesale Power Supply In January 2007, the Reading Municipal Light Department (RMLD) Board of Commissioners approved the RMLD's Strategic Power Supply Plan developed by the Energy Services Division (ESD). The attached table shows the monthly maximum amounts of energy, in kW, the RMLD is planning to purchase for 2014 through 2017. This table reflects the laddering and layering approach the RMLD presented in the RMLD's Strategic Power Supply Plan to the RMLD in January 2007. Using this approach, RMLD purchases 25% of the projected energy requirement on a monthly basis for the next four years. • The first two lines show the year and month in the planning period. The next two lines show the On Peak Energy Entitlements (kW) and Off Peak Energy Entitlements (kW) that were purchased from JP Morgan, Nextera, and Exelon in 2010, 2011 and 2012. The next 2 lines show the maximum amount of monthly kWs that the RMLD is planning to purchase in the 2013 RFP. These amounts are the hourly amount of energy which translate into kWhs by summing the On Peak periods (Hours 08 — Hours 23) and Off Peak periods (Hours 01 -07, 24, including all day Saturday and Sunday). The total amount of energy for the 48 month period from January, 2014 through December, 2017 represents approximately 451,131 Mwhs and, based on today's indicative pricing would result in contracts having a value of approximately $21.9 million which is equivalent to approximately $48 /Mwh. The Future On Peak and Off Peak Purchases show the amounts that will be • purchased in future RFPs, which will occur in the future after further presentation to the RMLD Board and the CAB. The Total Requirement On Peak and Off Peak shows the sum of the amount of power supply either purchased, proposed to be purchased before the end of • 2013, and possible future procurements. It should also be noted that the Total Requirement assumes approximately a 20% annual open position in the ISO-NE Spot Market. Per the Strategic Power Supply Plan, the ESD will issue an annual RFP for additional power supply. ESD has been monitoring the forward energy prices as well as the NYMEX Natural Gas futures. The NYMEX Natural Gas futures for the balance of calendar year 2013 and beyond are projected to be in the mid $4.00 range through 2017. Per the ESD strategy, the RMLD would like to continue to monitor the markets and procure the RMLD's energy needs for the period 2014 - 2017 as reflected in the attached table. RMLD intends to request indicative pricing for fixed and FIR Index products from the following suppliers, Nextera, International Power, PSEG, Merrill Lynch, Morgan Stanley, J P Morgan, Dominion, Shell, PPL, Macquarie, Exelon, Hydro Quebec US and BP. These entities have recently been contacted by other municipals for pricing or have produced indicative pricing in the past. After receiving the indicative quotes from the suppliers ESD will analyze the pricing and short list those entities which best fit the RMLD's requirements. • The ESD will monitor the natural gas market and issue an RFP for energy in the near future. In the RFP the ESD will request pricing for both fixed price energy contracts as well as Heat Rate Index pricing. Once the indicative pricing has been submitted, the RMLD will determine whether to purchase fixed price energy or Heat Rate Index pricing. As in the past, the RMLD will have contracts negotiated prior to receiving the indicative pricing. • $ III °R.e RE XS IF RR# It _ Rx ai 8x R„ $ R a 92 $R 9;i Ra RR RR 8E 91 $R R� i. 82 IR a ee 8S m RE k Rig k!. RE Al JEm pp 9 # RP q k gR aed #R aR" H 19 C RR 8m # 4 E a9 9i is gL g a� aq R RR �� In `std q IfTR F� ER Sm °° iM a: #F8 R IF Ra gg� d¢cxgqflq RR R# iT ^ Ta 9_ 8 PR e_ is 3 d, 68 vo fit as II ;s 85 `i! d as as __ __ EE 5 E a j Y S F a g� �a S a - 0 # 'iR F: Vq !F Na ° °= 8 sx zn <..:: RR n8 Yz a^ Ta i� as Fi ie :e �R YS i , Sp 8 E% ao n RR .# RR Rk FE IF #q F9 gR 39 R9 Sa 9,; 31 BR 11 .T 8E 9R &Tg „v RT El 13P. 81 is 4 na RP 9J,x I3 !: SS as $9 __ as as _E 5 E a j Y S F a g� �a S 52212013 121 PM READING MUNICIPAL LIGHT DEPARTMENT FY 13 CAPITAL BUDGET VARIANCE REPORT QFOR PERIOD ENDING APRIL 30, 2013 968,211 10 Station 5 RTU (Remote Terminal Unit) Replacement W 4 Station 4 RTU (Remote Terminal Unit) Replacement (Parlial CARRYOVER) ACTUAL YTO ACTUAL ANNUAL 593,767 63,113 New Customer Service Connections 564.416 COST COST BUDGET REMAINING R PROJECT DESCRIPTION TOWN APRIL THRU 4130113 AMOUNT BALANCE 570.000 ESO Construction- Svstem Protects Various Routine Contruction ALL 12,000 (2.771) 1 Essex Street- Reconductoring LC 4,273 4,473 197.855 193,382 2 4W13 OH Rewnductoring - West Street W 3,819 18,427 188,193 169,766 3 Upgrading of Old Lynnfield Center UROS (Partial CARRYOVER) LC 137 121.691 492,143 370,452 5 Shady Lane Area - Reconductoring W 22.785 134,135 199,042 64.907 6 Federal Street - Reconductoring W 20,688 144.705 175,565 30650 Total System Projects Station Upgrades Station 114 8 Relay Replacement Project - (Partial CARRYOVER) R 9 Station 4 Getaway Replacement -4W13 R Total Station Projects Total Construction Projects Other Protects 15 GIS 16 TransformersfCapacd rs Annual Purchases 17A Meter Annual Purchases 17B Meter Upgrade Project - (Partial CARRYOVER) 17C Meter Upgrade Project - Commercials 10 Purchase Vehicles 19 Purchase Line Department Vehicles 20 Purchase New Pole Doily 21 Automated Building Systems 22 Engineering Analysis so0ware 8 data conversion - (CARRYOVER) 23 Gass Station Generator 24 Capital Repairs - Station One 25 New Carpeting 26 Water Heater Demand Response Technology 27 Hardware Upgrades 28 Software and Licensing Total Other Projects I• TOTAL FY 13 CAPITAL PROJECT EXPENDITURES 119,309 119.309 4.430 161,779 157349 56.163 56.163 863 150,430 80,653 (69,777) 1,121 7,695 63.074 55,379 26,263 199,595 207,923 8.328 141,337 SCADA Proiecb 968,211 10 Station 5 RTU (Remote Terminal Unit) Replacement W 4 Station 4 RTU (Remote Terminal Unit) Replacement (Parlial CARRYOVER) R 2,336,144 Total SCADA Projects 593,767 63,113 New Customer Service Connections 564.416 12 Service Installations- COmmercia0lndusirial Customers ALL 0 Service Installations- Residential Customers ALL Total Service Connections 65.000 14 Routine Construction 570.000 95,139 Various Routine Contruction ALL Total Construction Projects Other Protects 15 GIS 16 TransformersfCapacd rs Annual Purchases 17A Meter Annual Purchases 17B Meter Upgrade Project - (Partial CARRYOVER) 17C Meter Upgrade Project - Commercials 10 Purchase Vehicles 19 Purchase Line Department Vehicles 20 Purchase New Pole Doily 21 Automated Building Systems 22 Engineering Analysis so0ware 8 data conversion - (CARRYOVER) 23 Gass Station Generator 24 Capital Repairs - Station One 25 New Carpeting 26 Water Heater Demand Response Technology 27 Hardware Upgrades 28 Software and Licensing Total Other Projects I• TOTAL FY 13 CAPITAL PROJECT EXPENDITURES 119,309 119.309 4.430 161,779 157349 56.163 56.163 863 150,430 80,653 (69,777) 1,121 7,695 63.074 55,379 26,263 199,595 207,923 8.328 141,337 1.550,562 968,211 (562,351) 462.799 284,000 (170,799) 221,266 2,336,144 2,929910 593,767 5,683 77311 97,495 20.184 462.799 284,000 (170,799) 78,997 49,710 (29,287) 63,113 555.489 564.416 0,926 4310 427,322 551,853 124,531 65,000 65.000 474861 570.000 95,139 14,771 14,771 12,000 (2.771) 150,000 1SOON 76 789 76,789 55.000 55,000 400,000 400.000 35.000 35,000 200,068 336.611 136.523 1,397 74.581 126,629 52,048 79315 119002 39,687 89.274 2M5534 3491505 1,047971 310.560 4,781,678 6 423 416 1 641 738 ATTACHMENT Reading Municipal Light Department Engineering and Operations Monthly Report April 2013 FY 2013 Capital Plan E &O Construction - System Proiects 1 Reconductoring of Essex Street, Lynnfield Center - Line Department: Framing for messenger. Prep for cut and kick. 2 4W13 OH Reconductoring Project, West Street, Wilmington - Engineering Labor: switching. Line Department: reconductoring. 3 Upgrading of Old Lynnfield Center URDs - (Phase 1 Completed). Engineering Labor: Bid activity. 5 Shady Lane Drive Area, Wilmington - Reconductoring - Line Department. Framing for primary and secondary,, make ready work. Install and energize triplex cable; transfer services. Dead end and install spacers. Install transformers 6 Federal Street, Wilmington -Reconductoring - Line Department: Make ready work; framing for secondary cable; transfer services; triplex wire pull, hang spider rope. 1*W Station Upgrades lliiiw 8 Station 4 Relay Replacement Project - Reading - No Activity. 9 Station 4 Getaway Replacement - 4W1 3 - No Activity. SCADA Proiects 10 Station 5 RTU Replacement, Wilmington - No Activity. 4 Station 4 RTU Replacement - Technician labor. New Customer Service Connections 12 Service Installations - Commercial /Industrial Customers - This item includes new service connections, upgrades, and service replacements for the commercial and industrial customers. This represents the time and materials associated with the replacement of an existing or installation of a new overhead service, the connection of an underground service, etc. This does not include the time and materials associated with pole replacements /installations, transformer replacements /installations, primary or secondary cable replacements/installations, etc. This portion of the project comes under routine construction. No Activity. May 22, 2013 13 Service Installations - Residential Customers - This item includes new or upgraded overhead and underground services, temporary overhead services, and large underground development. Routine Construction. 14 Routine Construction - The drivers of the Routine Construction budget category YTD are listed. This is not an inclusive list of all items within this category. Pole Settin ranters $316,641 Maintenance Overhead/Unde round $384,425 Projects Assigned as Required $264,814 Pole Damage includes knockdowns some reimbursable $79,768 Station Group $14,623 Hazmat/011Spills $1,638 Porcelain Cutout Replacement Program $0 Li htln Street Light Connections $23,456 Storm Trouble $134,368 Underground Subdivisions $50,404 Animal Guard Installation $35,602 Miscellaneous Capital Costs $244,821 TOTAL 1 $1,550,562 `In the month of April zero (0) cutouts were charged under this program. Approximately 15 cutouts were installed new or replaced because of damage making a total of 15 cutouts replaced this month. May 22, 2013 F- I L • Reliability Retort `rr Two key industry standard metrics have been identified to enable the RMLD to measure and track system reliability. A rolling 12 -month view is being used for the purposes of this report. A Customer Average Interruption Duration Index ( CAIDI) measures how quickly the RMLD restores power to customers when their power goes out. CAIDI = Total of Customer Interruption Duration for the Month in Minutes +Total Number of Customers Interrupted. RMLD 12 -month system average outage duration: 65.02 minutes RMLD tour -year average outage (2006- 2009): 50.98 minutes per outage On average, RMLD customers that experience an outage are restored in 65.02 minutes May 22, 2013 System Average Interruption Frequency (SAIFI) — Measures how many outages each • customer experiences per year on average. SAIFI = Total Number of Customers Interrupted _ Total Number of Customers RMLD 12 -month system average: 0.30 outages per year RMLD tour -year average outage frequency: 0.62 The graph below tracks the month -by -month SAIFI performance. Months Between Interruptions (MBTI) Another view of the SAIFI data is the number of months RMLD customers have no interruptions. At this time, the average RMLD customer experiences an outage approximately every 40 months. May 22, 2013 • • • DI: May 6, 2013 To: RMLB, Kevin Sullivan.. Jeanne Foli Fr. Bob Fournier Sj: March 31, 2013 Report The results for the first nine months ending March 31, 2013, for the fiscal year 2013 will be summarized in the following paragraphs. 1) Change in Net Assets: (Page 3A) For the month of March, the net income or the positive change in net assets was $233,233, increasing the year to date net income to $2,669,995. The year to date budgeted net income was $2,104,650 resulting in net income being over budget by $565,345 or 26.86 %. Actual year to date fuel revenues exceeded fuel expenses by $208,857. ATTACHMENT 2) Revenues: (Page 11 B) Year to date base revenues were under budget by $1,463,943 or 4.0 %. Actual base revenues were $34.8 million compared to the budgeted amount of $36.3 million. 3) Expenses: (Page 12A) *Year to date purchased power base expense was under budget by $1,452,916 or 6.37 %. Actual purchased power base costs were $21.3 million compared to the budgeted amount of $22.8 million. *Year to date operating and maintenance (O &M) expenses combined were over budget by $344,138 or 3.79 %. Actual O &M expenses were $9.4 million compared to the budgeted amount of $9.1 million. *Depreciation expense and voluntary payments to the'Fowns were on budget. 4) Cash: (Page 9) *Operating Fund was at $10,910,067. • Capital Fund balance was al $2.913.997. • Rate Stabilization Fund was at $6.089.233. • DCtcrrcd Fuel Fund oas at $2.478.90 1. • Lncrgy Conscreation Fund was at 5163.663. 5) General Information: Ycar to dale kx %It sales Wage 5) were 538.730.154 ohich is 145 million ktvh or 2.80, ahead last mars actual figure. G.UN revenues collected .% td were 5538.556 bl'inging Elie total collected since Inception IO S1.835.631). • 6) Budget Variance: Cunudalit etc. the lixc It%kion. %sere user budget h5 1350.674 or 1.41 ". ATTACHMENT FINANCIAL REPORT MARCH 31, 2013 ISSUE DATE: MAY 6, 2013 TOW OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUSINESS -TYPE PROPRIETARY FUND STATEMENT OF NET ASSETS 3 /J1 /13 N PREVIOUS YEAR CURRENT YEAR ASSETS CURRENT UNRESTRICTED CASH (S CH A P.9) 9,507,736.92 10.913,067.17 RESTRICTED CASH (9 CH A P.9) 18,566,166.27 16,615,555.63 RECEIVABLES, NET (SCH B P.10) 6,893,686.82 8,399,705.65 PREPAID EXPENSES (S CM B P.10) 1,619,861.27 1,133,365.62 INVENTORY 1,632,06.25 1,683,275.62 TOTAL CURRENT ASSESS ]7.99t.705.S1 60.533.569.38 NONCURRENT INVESTMENT IN ASSOCIATED CO (SCH C P.2) 61,576.36 66,958.35 CAPITAL ASSETS. NET (SCH C P.2) 67,902,069.08 70,397,286.67 TOTAL NONCURRENT ASSETS 68.061, 03.66 70.666.265.02 TOTAL ASSETS 106.062.328.97 110.978.096.30 LIABILITIES CURRQIT ACCOUNTS PAYABLE 6,695.07.89 6,207,891.06 CUSTONER DEPOSITS 609,885.37 676,900.53 CUSTONXR ADVANCES FOR CONSTRUCTION 366,679.96 636,029.95 ACCRUED LIABILITIES 1,222,103.70 1,388,860.36 TOTAL CU SEtNT LIABILITIES ],075.986.90 8.767.676.70 NONCURRENT ACCRUED EMPLOYEE COMPENSATED ABSENCES 2.936,698.56 2,986,360.21 TOTAL NONCURRENT LIABILITIES 3.911.698.5E 3.906.360.21 TOTAL LIABILITIES 30.030.685.68 11.776.0]8.91 NET ASSETS INVESTED IN CAPITAL ASSETS, NET OF RELATED DEBT 67,982.069.06 70,397,286.67 RESTRICTED FOR DEPRECIATION FUND (P.9) 3,665.297.86 2,913,997.27 UNRBSTRI CTED 26,166.316.57 25,892,771.65 TOTAL NET ASSETS (P.31 96. 01.61).69 99.206.055.39 TOTAL LIABILITIES AND NET ASSETS 1D6.O42.328.97 110.9]8.096.30 N TONE Of READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT NONCURRENT ASSET SCHEDULE 3/31/13 SCHEDULE OF INVESTMNTE IN ASSOCIATED COMPANIES NEW ENGLAND HYDRO ELECTRIC NEW ENGLAND MTDRO TRANSMISSION TOTAL INVESTMENTS IN ASSOCIATED COMPANIES SCHEDULE OF CAPITAL ASSETS LAND STRVCTURRS AND 1"ROVEMQITS ZQUIPR6NT AND FURNISHINGS INFRASTRUCTORS TOTAL CAPITAL ASSETS, NET TOTAL NONCURRENT ASSETS 1,365,662.23 6,666,019.26 12,936,766.32 6) 133,663.29 67.981.069.09 66.043.623.66 1.365.661.23 6,)91,)26.53 13,097,181.31 69.161.536.60 )0639LL6.6) 70.666,165.03 SCHEDULE C PREVIOOB YEAR CURRENT YEAR 12,631.19 2,9)5.)1 68,943.17 43,962.61 61.576.36 66.958.35 1,365,662.23 6,666,019.26 12,936,766.32 6) 133,663.29 67.981.069.09 66.043.623.66 1.365.661.23 6,)91,)26.53 13,097,181.31 69.161.536.60 )0639LL6.6) 70.666,165.03 TOWN OF READING, HASSACH09ETT9 NONICPPAL LIONT DEPARTNIXI' NUSINE9S -TYPE PROPRI CIARY PUNO t STATEMENT OP REVENUES, 63PRN9B6 AND CNANOBB IN FMD NET ASSETS 10,794,769.55 31,346,163.35 ` 13.64% 3/31/13 3,393,560.37 26,213,S44.70 36,339.9]7.9] -6.68% WHIG 735,316.39 WRITE 913,479.30 LAST YYR 6,413,006.73 CORRi1E YEAR ],393.3]3.04 YTD \ 14.06% LAST YEAR 105,379.43 CORRXIIT YEAR TO DATE TO DATR CMROS OPERATING REVENUES: ISM D P.11) -5.36% 396,037.47 305,469.14 3,664,347.33 3,749,333.63 RARE REVENUE 3.439,365.26 113.000.00 3,S07,SS9.44 114.000.00 34,155,101.66 1.01] 196 36,171,636.11 1,010,34140 2.10% 0.61% PURL REVENUE 3,644,334.46 2,979,311.50 1],]60,917.31 17,097,366.14 -3,46% FURCM9E0 PONCR CAPACITY 110,047.661 164,132.52 (09,577.55) 1,631,463.61 - 1736.39% FORFEITED DISCOUNTS 61,675.63 7),OS9.Si 705,615.96 ]44,9]5.31 S.SO% ENERGY MNBERV,ATION REV4N04 53.033.30 5),)31.09 456.364.11 530,313.52 16.24% DAN REVENUE 53,696.11 $4.111.65 $34,194.61 S38,SS6.53 3.71% RYPA CREDIT 163.960.971 1116. 734.961 1533. 241.351 1551. 533.361 6.74% TOTAL OPERATIMO REVEN0E9 6,164,193.13 6,714,166.00 62,999.365.99 64.655.451 .73 3.95% OPERATING EXPENSES: ISM E P.131 PDeCMBED PONES ... PORCNASZO PUNIER FUEL OPERATING MINTENANCE DEPRECIATION VOLONFAWT PAYNXNTE TO TOWS TOTAL OPRMTINO EEPENSTS OPERATING INCOME .N-.PERATINO REVENORN (RXPENBXR) CONTRIBUTIONS IN AID OF CORSI RITVAN ON INV69TNBNT TO READING INTEREST INCOME INTEREST EXPENSE OTNER (.Sc AND AMORTI TOTAL NONOFEMTINO REV (ESPI MANOR IN NET ASSETS 1,929,365.13 3.390,111.93 10,794,769.55 31,346,163.35 13.64% 3,595,940.31 3,393,560.37 26,213,S44.70 36,339.9]7.9] -6.68% 735,316.39 913,479.30 6,413,006.73 ],393.3]3.04 14.06% 105,379.43 393,097.47 3,155,550.13 3,040,007.99 -5.36% 396,037.47 305,469.14 3,664,347.33 3,749,333.63 3.19% 113.000.00 114.000.00 1.01] 196 00 1,010,34140 0.61% 5,634,629.51 6,301.318.45 59,313,304.33 60,675,036.77 2.64% 349,563.63 406,50.55 3,666,061.66 3,977,634.96 7.90% 0.00 7.471.88 45.744.66 112,771.77 146.53% (163,839.75) 8895. 765.561 (1,654,467.751 (1.699,070.30 3.70% 5.336.60 3,300.0 69,831.36 33.352.71 - .66.55% (501.11) (353.88) (6,335.49) (3.36).13) - 46.01% 4,493.34 5,971.93 257,110.36 355,6 71.32 4.88% (174.501.02) (173.315.33) 11.35E 030.6U (1.30].439.56) 3.93% 1]5.063.60 133. 21].11 3.428.061.02 2,661,995.40 9.96% NET ASSETS AT BEGINNING 01 YEAR 93,603.503.47 96.534,051.99 3.13% NET ASSETS AT END 01 "AM 96 031 60.49 99.104.055.39 3.30% OPERATING EXPENSES: (SCN 0 P.12A) PURCHASED POWER BASE PURCHASED POWER PURL OPERATING MINTEHANCE DEPRECIATION VOLUNTARY PAYMEHTS TO TOWS TOTAL OPERATING EXPENSES OPERATING INCOME NOHOPBRATING REVENUES (EXPENSES) CONTRIBUTIONS IN AID OF CONST RETURN ON INVERTER= TO READING INTEREST INCOME INTEREST EXPENSE OTHER (NESS AND AMORT) TOTAL NONOpRMTINO REV (REP) CHANGE IN NIT ASSETS NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT ENO OF HARCH ( I . ACTUAL UNDER BUDGET 21,346,162.35 TOWN OF READING, HASSACMUSETTS 22,799,079.00 (1,652,916.65) 4.37% MUNICIPAL LIGHT DEPARTMENT 24,422,153.00 1,907,794.97 7.61% BUSINESS -TYPE PROPRIETARY FUND 7,393,272.04 7,172,668.00 220,404.B4 STATEMENT OF REVENUE8, EXPENSES AND CHANOBE IN FUND NET ASSETS 2,040,007.99 1,916,274.00 3/31/13 6,46% 2,749,222.62 2,737,503.00 ACTUAL SOUGHT 11,719.62 0.43% 6 1.019,383.00 YEAR TO DATE YEAR TO DATE VARIANCE- 16,617.00) CHARON OPERATING REVENUES: (SCN F P.I1B) BABE REVENUE 34,871,633.11 36,335,562.00 11,463.943.39) -4.03% PURL REVENUE 27,097,366.84 24,070.493.00 3,026,673.34 12.58% PURCHASED PONSR CAPACITY 1,631,463.68 1,646,822.00 (1S,353.32) -0.93% FORFEITED DISCOUNTS 744,575.31 799,302.00 (54,306.69) -6.86% ENERGY CONSERVATION REVENUE 530,383.52 543,639.00 (13,255.48) -3.44% GAN REVENUE 538,556.53 543.639.00 (5,082.47) -0.93% NYPA CREDIT (558.532.16) (514.997.00) (33.535.26) 6.39% TOTAL OPERATING REVENUES 64,855,451.73 63,414,560.00 1,440,591.73 1.27% OPERATING EXPENSES: (SCN 0 P.12A) PURCHASED POWER BASE PURCHASED POWER PURL OPERATING MINTEHANCE DEPRECIATION VOLUNTARY PAYMEHTS TO TOWS TOTAL OPERATING EXPENSES OPERATING INCOME NOHOPBRATING REVENUES (EXPENSES) CONTRIBUTIONS IN AID OF CONST RETURN ON INVERTER= TO READING INTEREST INCOME INTEREST EXPENSE OTHER (NESS AND AMORT) TOTAL NONOpRMTINO REV (REP) CHANGE IN NIT ASSETS NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT ENO OF HARCH ( I . ACTUAL UNDER BUDGET 21,346,162.35 22,799,079.00 (1,652,916.65) 4.37% 26,329,977.97 24,422,153.00 1,907,794.97 7.61% 7,393,272.04 7,172,668.00 220,404.B4 3.07% 2,040,007.99 1,916,274.00 123,733.99 6,46% 2,749,222.62 2,737,503.00 11,719.62 0.43% 1.019,383.00 1.026.000.00 16,617.00) 56) -0.64% 60,676,026.77 60,073.907.00 904,119.77 1.84% J 3,977,424.96 3,340,653.00 636,771.96 19.06% • 112,771.17 300,000.00 (167,220.23) - 61.61% (1,699,070.34) 11,696.750.00) (320.24) 0.02% 23,352.71 74,997.00 (91.644.29) - 68.66% (3,363.12) 12,250.001 (1,113.12) 49.47% 259,679.32 90,000.00 169,079.32 187.64% (1,307.429.56) (1,236.003.00) (71.426 56) 5.78% 2,669,995.40 2,104,650.00 565,345.60 96,534,059.99 96,534,059.99 0.00 99,204.055.39 96.636.709.99 565,345.40 26.66% 0.00% 0.57% • TOM OF READING, NASSACNUSBTTS NIRIICIPAL LIGHT OBPARTNBNT RECONCILIATION OF CAPITAL FUNDS ) /IS /1) \.I SOURCE Of CAPITAL FUNDS, DEPRECIATION FUND BALANCE 7/1/12 2.635,205.70 CONSTRUCTION FUND BALANCE 7/1/12 21000.000.00 INTEREST ON DEPRECIATION FUNO PY 12 5116I.S3 DEPRECIATION TRANSFER FY 13 2.769.222.62 TOTAL SOURCE OF CAPITAL FUNDS 7,339,589.05 USE OP CAPITAL FUNDED LESS PAID ADDITIONS TO PLANT TNRU NARCN 6.675.592.58 OQMRAL LEDGER CAPITAL FUNDS BALANCE 3/31 /1) ).91).997 .2T pq TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SALES OF KILOWATT HOURS 3/31/13 MUNICIPAL SALES STREET LIGHTING NORTH MONTH LAST YEAR CURRENT YEAR YTD 8 SALES OF ELECTRICITY: LAST YEAR CURRENT YEAR TO DATE TO DATE CHANGE RESIDENTIAL SALES 16,659,107 191316,009 193,936,516 101,967,139 3.89% 3.90% COMM. AND INDUSTRIAL SALES 31,765,911 32,163,730 307,109,139 313,611,018 1.12% 147,963 PRIVATE STREET LIGHTING 76,107 73,615 657,990 659,301 0.208 1,383,637 TOTAL PRIVATE CONSUMERS 50.199,136 51,666.156 501.703,665 515,757.518 2.60% 31.886.386 MUNICIPAL SALES STREET LIGHTING 137,506 338,911 1,150,771 1,166,601 -0.30% MUNICIPAL BUILDINGS 816,161 981,517 7,279,391 7,553,776 3.966 TOTAL MUNICIPAL CONSUMERS 1,053,640 1.330.636 9.635.061 9.698.175 3.90% SALES FOR RESALE 147,963 387,355 1,565,358 1,555,131 0.36% SCHOOL 1,383,637 1,313,508 10,496,176 10.719,330 2.15% TOTAL KILOWATT HOURS SOLD 31.886.386 56.165.355 536.168.161 538.730.154 2.70% • • TORN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT KILOWATT HOURS SOLD BY TOW 3 /31/13 KILOWATT HOURS SOLD TO TOTAL TOTAL READING LYNNPIBLD NO.READINO WILMINGTON MONTH TOTAL READING LYNNPIKLD RESIDENTIAL 19,220,009 6,247,836 2,440,413 4,559,516 5,980,222 COMM c IND 32,162,730 4,360,677 250,550 S,1141512 23,428,991 RESIDENTIAL PVT ST LIGHTS 73,415 13,433 1.360 21.640 36,942 11.02\ PUB ST LIGHTS 218,921 801536 32,500 41,]]8 84,647 MUNI BLDGS 981.517 274,598 242,139 150,294 310,406 0.14\ SALES /RSSALB 247,255 247,255 0 0 0 SCHOOL 1,313,508 459,106 252,973 176,000 395.419 0.06\ TOTAL 54.]45.)55 11. U7. 441 )457.915 10.06].]]] ]9.216A 5) YEAR TO DATE 0.51\ 0.45\ 0.286 0.56\ RESIDENTIAL 301,467,139 63,057,051 28,056,017 46,176,699 63,197,372 0.00\ cow 6 In 313,611.078 39,487,763 2,447,179 48,627.072 223,049,064 0.856 PVT ST LIGHTS 659,301 122,113 12.240 192,108 332,840 TOTAL PUB ST LIGHTS 2,144,401 724,824 292,460 366,134 760,983 53.886 HUNT BLDGS 7,553,774 1,975,087 1,403,661 11406,619 2,765,408 SALES /RESALE 2.SS5.133 2.555,111 0 0 0 11.40\ SCHOOL 10,719,330 3,770,557 2,316,832 1,378,680 3,233,261 TOTAL 518.730.154 111.69]65]6 15.)48.309 98.147.311 39).513.9]8 LAST YEAR 9.03\ 41.40\ PVT ST LIGHTS 0.12\ TO DATE 0.026 0.006 0.04\ 0.066 RESIDENTIAL 193,936,516 60,846,925 27,426,612 45,346.317 60,316,662 0.07\ cam 6 In 307,109,119 39.105,171 2,460.135 47,367.907 210,155,846 0.31\ PVT BY LIGHTS 657,990 125,405 12,240 194,184 324,161 SALES /RESALE PUB ST LIGHTS 2,150,771 724.134 292,062 359,166 775.219 0.00\ MUST BLDGS 7,274,291 1,900,127 1,339,233 1,400.669 2,734,262 SALES /RESALE 2,545,350 2,545,358 0 0 0 100.00\ SCHOOL 10,494,176 3,739,195 2,290,284 1,346,560 3,118,137 TOTAL 534.168.]41 108.986.505 11.740.566 9fi.014.t84 385.4]6.18) KILOWATT HOURS SOLD TO TOTAL TOTAL READING LYNNPIKLD W. READY" WILMINGTON MONTH RESIDENTIAL 35.45\ 11.57\ 4.50\ 5.41\ 11.02\ COIOI 6 IND 59.29\ 6.04\ 0.40\ 9.43\ 41.34\ PVT ST LIGHTS 0.14\ 0.026 0.00\ 0.04\ 0.06\ PUB ST LIGHTS 0.44\ 0.15\ 0.06\ 0.08\ 0.15\ MUST RIDGE 1.00\ 0.51\ 0.45\ 0.286 0.56\ SALES /RESALE 0.46\ 0.46\ 0.00\ 0.00\ 0.00\ SCHOOL 2.42\ 0.856 0.57\ 0.376 0.716 TOTAL 100.00\ 31.556 6.01\ 18.56\ 53.886 YEAR TO DATE RESIDENTIAL 11.40\ 11.70\ 5.36\ 0.576 11.77\ COMW 6 IMO 58.71\ 7436 0.456 9.03\ 41.40\ PVT ST LIGHTS 0.12\ 0.026 0.006 0.04\ 0.066 PUB ST LIGHTS 0.40\ 0.13\ 0.05\ 0.07\ 0.15\ NOW BLOCS 1.40\ 0.31\ 0.265 0.26\ 0.51\ SALES /RESALE 0.41\ 0.476 0.00\ 0.006 0.00\ SCHOOL 2.00\ 0.70\ 0.44\ 0.26\ 0.60\ TOTAL 100.00\ 20.726 6.56\ 18.216 S4.496 LAST YEAR TO DATE RESIDENTIAL 37.00\ 11.61\ S.236 8.65\ I1.Sl% COMM c IND 56.59\ 7.46\ 0.41\ 9.04\ 41.62\ PVT ST LIGHTS 0.13\ 0.026 0.00\ 0.04\ 0.066 PUS ST LIGHTS 0.416 0.14\ 0.06\ 0.01\ 0.14\ MUHI BLDGS 1.396 0.]6\ 0.24\ 0.27\ 0.52\ IQ SALES /RESALE 0.496 0.49\ 0.00\ 0.00\ 0.00\ SCHOOL 2.00% 0.11\ 0.44% 0.266 0.59\ TOTAL 100.00\ 20.791 6.446 10.]]6 54.44\ 1, TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT FORMULA INCOME 3/31/13 TOTAL OPERATING REURNUES ADO: POLE RENTAL LESS: (P. 31 61,855,151.73 INTEREST INCOME ON CUSTOMER DEPOSITS OPERATING EXPENSES (P. J) CUSTOMER DEPOSIT INTEREST EXPENSE FORMULA INCOME (LOSS) 0.00 951.52 160,878,026A71 (3,363.12) J. 9)5, 01.36 `.o V SALE OF A. IP.5) EMH PURCHASE. AVE BASE COST PER ANN AVE BASE SALE PER RNN Avg COST PER RMN AVE SALE PER ENN FUEL CHARGE REVENUE IP.3) LOA. FACTOR PEAK LOAD TOM OF READING, MASSACHUSSTTS MMICIPAL LIGHT DEPARTMENT GENERAL STATISTICS 3/31/13 MONTH OP MAR 2011 51,884.386 56.056.267 0.014418 0.065036 0.080549 0.115036 2,664,228.46 76.11% 100,894 MONTH OF % CHANGE YEAS THEO MAR 2013 2012 1013 MAR 2012 HAS 1013 54,145.355 -3.60% 2.78% 514,166,241 536.730,154 56,991,111 .2.96% 1.01% 543,710,814 554,659,300 0.040194 -7.12% 11.39% 0.034549 0.038485 0.064661 1.34% -0.66% 0.065161 0.064719 0.081193 .5.80% -0.56% 0.086440 0.005956 0.119584 -2.49% -1.65% 0.116161 0.115010 1,979,311.50 - 11.13% -2.46% 17,780,917.32 27,097.366.64 77.71% 100,465 D C }' t C U V) Q /1 A O O 1 j CD Q 0 0 l D�^ C � U Q M `` �T Gq (Q b t vI •y iV i ,• r f, a r, `o r, 4y r•�'s tin 2��7n 1 Z� °b v oti d � I Oi °T O Jdp O� 't, 01,1110 d Oil b O� db I'1 t V J \y V) Q /1 A f 1 j CD Q 0 0 l D�^ C � C Q ``Q^^ vI `` �T Gq L v J b t vI f, a r, `o r, 4y r•�'s tin 2��7n 1 Z� °b v oti d � I Oi °T O Jdp O� 't, 01,1110 d Oil b O� db I'1 CD V J CD V) Q CD Q 0 0 CD D�^ C � C Q ``Q^^ vI `` �T Gq L v J b t vI 0 • Dt: May 29, 2013 • To: RMLB, Kevin Sullivan., Jeanne Foti Fr: Bob Fournier Sj: April 30, 2013 Report The results for the first ten months ending April 30, 2013, for the fiscal year 2013 will be summarized in the following paragraphs. 1) Change in Net Assets: (Page 3A) For the month of April, the net income or the positive change in net assets was $305,074, increasing the year to date net income to $2,975,070. The year to date budgeted net income was $2,677,891 resulting in net income being over budget by $297,179 or 11.1 %. Actual year to date fuel revenues exceeded fuel expenses by $570,288. 2) Revenues: (Page 11B) Year to date base revenues were under budget by $1,593,140 or 3.98 %. Actual base revenues were $38.4 million compared to the budgeted amount of $40.0 million. 3) Expenses: (Page 12A) *Year to date purchased power base expense was under budget by $1,533,433 or 6.13 %. Actual purchased power base costs were $23.5 million compared to the budgeted amount of $25.0 million. *Year to date operating and maintenance (O &M) expenses combined were over budget by $136,711 or 1.35 %. Actual O &M expenses were $10.3 million compared to the budgeted amount of $10.2 million. *Depreciation expense and voluntary payments to the Towns were on budget. 4) Cash: (Page 9) *Operating Fund was at $10,113,339. • Capital Fund balance was at $2,913,871. • Rate Stabilization Fund was at $6,690,230. • Deferred Fuel Fund was at $2,840,332. • Energy Conservation Fund was at $291,703. 5) General Information: Year to date kwh sales (Page 5) were 592,741,780 which is 15.3 million kwh or 2.66 %, ahead last year's actual figure. GAW revenues collected ytd were $592,481 bringing the total collected since inception to $1,889,564 • 6) Budget Variance: Cumulatively, the five divisions were over budget by $144,586 or .89 %. E FINANCIAL REPORT APRIL 30, 2013 ISSUE DATE: MAY 29, 2013 ASSETS CURRENT UNRESTRICTED CASH RESTRICTED CASH RECEIVABLES, NET PREPAID EXPENSES INVENTORY TOTAL CURRENT ASSETS NONCURRENT INVESTMENT IN ASSOCIATED CO CAPITAL ASSETS, "I TOTAL NONCURRENT ASSETS TOTAL ASSETS TOW OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUSINESS -TYPE PROPRIETARY FUND STATEMENT OF NET ASSETS 4/30/13 PREVIOUS YEAR CURRENT YEAR (SCH A P.9) 10,156,260.45 10,116,339.57 (SCH A P.9) 19,128,107.64 19,312,857.99 (SCH B P.10) ],3]1,254.30 7,925,011.36 (SCH B P.10) 1,300,983.52 1,194,150.54 2,934,698.58 2,986,360.21 1,417,191.60 1,511,221.56 2,906.360.21 2,934.698.50 39.3]3,]9].51 40.069,581.02 11.001 420.36 10,876,121 (SCH C P.2) 61,574.36 43,074.63 (SCH C P.2) 68,069,025.39 ]0,397,902.]0 68,130,599.75 ]0,440,9]7.33 110.510,558.35 107.504.397.26 LIABILITIES CURRENT ® ACCOUNTS PAYABLE CUSTO403R DEPOSITS CUSTOMER ADVANCES FOR CONSTRUCTION ACCRUED LIABILITIES TOTAL CURRENT LIABILITIES NONCURRENT ACCRUED EMPLOYEE COKFENSATED ABSENCES TOTAL NONCURRENT LIABILITIES TOTAL LIABILITIES INVESTED IN CAPITAL ASSETS, NET OF RELATED DEBT RESTRICTED FOR DEPRECIATION FUND (P.9) UNRESTRICTED TOTAL NET ASSETS (P.31 TOTAL LIABILITIES AM NET ASSETS (1) 5,745,410.65 5,502,176.60 615,040.37 680,425.24 358,279.94 443,355.95 1,222,683.70 1,389,110.36 7.941,422.66 810151060.15 2,934,698.58 2,986,360.21 2,906.360.21 2,934.698.50 24 11.001 420.36 10,876,121 68,069,02$.39 70,397,902.70 3,779,330.55 2,913,6]1.7] 24,759,920.08 26,197,355.52 96. 62 B,d76.03 99 509 129.99 10].504.39].26 110,510.558.35 13 TOM OF READING, HASSACHUSETTS MUNICIPAL LIGHT OEPARTNENT NONCURRENT ASSET SCHEDULE 4/30/13 SCH ®ULE C PREVIOUS YEAR CURRENT YEAR SCRBDOLE OF INVESTMENTS IN A9EOCIAT8O COMPANIE8 NEW ENGLAND HYDRO ELECTRIC 12,631.19 NEW ENGLAND HYDRO TRANSMISSION 48.943.17 2,975.74 40,098.89 TOTAL INVESTMENTS IN ASSOCIATED COMPANIES 61.574 36 43.074.63 SCHEDULE OF CAPITAL ASSETS LAND 1,265,842.23 1,265,842.23 STRUCTURES AND IMPROVEMENTS 6,714,259.24 80UIPM8NT AND FURNISHINGS 6,799,247.31 12,950,273.39 13,166,185.46 INFRASTRUCTURE 47,138.650.53 49.166 627 70 TOTAL CAPITAL ASSETS, NET 68.069,025.39 70,397.902.70 TOTAL NONCURRENT ASSETS 68,130.599.75 70 440 977 33 13 io doPEMTINC REVENUES (EXPENSES) CONTRIBUTIONS IN AID OF COMET RETURN ON INVESTMENT TO READING INTEREST I.. INTEREST EXPENSE OTHER (MORE AND MORT) TOTAL NONOPERATING REV (MY) CHANGE IN NET ASSETS NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT BUD OF APRIL 9.220.70 TONE OF READING, HASSACXGSETPS 54,965.54 120,563.10 119.34% MUNICIPAL LIGHT DEPARTMENT (180,785.581 (1.638,297.50) (1,087,055.01) BUSINESS -TYPE PROPRIETARY FUND STATEMENT OF REVSNUBS, EXPENSES AND CHANGES IN FOND NET ASSETS 3,741.81 6,334.78 73,563.19 29.687.49 4/30/13 - 59.64% (502.01) (252.38) (6,731.50) MONTH MONTH LAST YEAR CURRENT YEAR YTD i 262,835.94 LAST YEAR -8.75% CURRENT YEAR 1170,450.301 TO DATE (170.965.23) TO DATE (1,428,470.94) CHANGE OPERATING REVENUES: (SCH D P.11) 3.49% BASE REVENUE 3,406,681.36 3,525,290.99 37,641.884.02 38,396,929.10 2.01% FUEL REVENUE 2.528,366.89 2,695,077.57 30,309,286.21 29,792,444.41 -1A1% PURCHASED POKER CAPACITY (10,113.56) (170,509.08) (109,691.11) 1,452,954.60 - 1424.591 FORFEITED DISCORRS 68.066.10 76.503.07 773,692.14 021,078.38 6.12% ENERGY CONSERVATION REVENUE 52,419.31 53,116.54 509.663.49 583,500.06 14.71% RAW REVENUE 53,240.55 53,925.07 577,435.22 592,481.60 2.61% NYPA CREDIT 139,924.101 (113.103.56) (563.165.35) (671,635.82) 19.26% TOTAL OPERATING REVENUES 6,130,738.63 6,112,300.60 69,130,124.62 70,967,752.33 2.65% OPERATING EXPENSES: ISCH E P.12) PURCHASED POKER EASE 11970,219.00 2,140,306.01 20,754,989.35 23,406,460.36 13.16% PURCHASED POWER FUEL 2,154,729.79 2,220.542.42 30.368.274.49 20,550.520.39 -5.99% OPERATING 643,770.63 651,380.18 7.125,785.35 0,044,661.02 12.90% MAINTENANCE 193.900.11 204,554.90 2,349,450.24 2.244,562.97 -4.46% DEPRECIATION 296.037.47 305,469.16 2,960.274.70 3,054,691.80 3.19% VOLUNTARY PAYMENTS TO TONNS 113.000.00 114.000.00 1.126,186.00 1.133.393.00 0.64% TOTAL OPERATING EXPENSES 5,371,655.00 5,636,260.77 64,604.960.13 66,514,207.54 2.03% OPERATING INCOME 767,002.03 476,039.03 4,453,164.49 4,453,464.79 0.01% io doPEMTINC REVENUES (EXPENSES) CONTRIBUTIONS IN AID OF COMET RETURN ON INVESTMENT TO READING INTEREST I.. INTEREST EXPENSE OTHER (MORE AND MORT) TOTAL NONOPERATING REV (MY) CHANGE IN NET ASSETS NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT BUD OF APRIL 9.220.70 7,791.33 54,965.54 120,563.10 119.34% (163,829.75) (180,785.581 (1.638,297.50) (1,087,055.01) 2.70% 3,741.81 6,334.78 73,563.19 29.687.49 - 59.64% (502.01) (252.38) (6,731.50) (3,615.50) - 46.29% 918.95 3,946.62 288,029.33 262,835.94 -8.75% 1170,450.301 (170.965.23) (1,428,470.94) (1,478.394.79) 3.49% 596,6)2.5) 205.074.60 3,024,693.55 2,975,070.00 93.603.562.47 96,534,059.99 96,636.376.02 99.509.139.99 -1.64% 3.13% 2.98% TOM OF READING, HASSACINSETTS MUNICIPAL LIGHT OEPARTNSNT BUSINESS -TYPE PROPRIETARY FUND STATEMENT OF REVENUES, EXPENSES AND CHANGES IN FUND NET ASSETS 4/30/13 OPERATING REVENUES: (SCH F P.11B) BASE REVENUE FUEL REVENUE PURCHASED POWER CAPACITY FORFEITED DISCOUNTS ENERGY CONSERVATION REVENUE SAW REVENUE NYPA CREDIT TOTAL OPERATING REVENUES OPERATING EXPENSES: (SCH G P.12A) PURCHASED POWER BASE PURCHASED POWER FUEL OPERATING MAINTRNANCE DEPRECIATION VOLUNTARY PAYMENTS TO TOWNS TOTAL OPERATING EXPENSES OPERATING INC0NS NONOPERATING REVENUES (EXPENSES) CONTRIBUTIONS IN AID OF CONST RETURN ON INVESTMENT TO READING INTEREST INCOME INTEREST EXPENSE OTHER (6X35£ AND AMORT) TOTAL NONOPERATING REV (EXP) CHANGE IN NET ASSETS NET ASSETS AT BEGINNING OF YEAR NET ASSETS AT END OF APRIL - ( ) - ACTUAL ORDER BUDGET ACTUAL BUDGET % YEAR TO DATE YEAR TO DATE VARIANCE- CHANGE 38,396,929.10 39,990,0]0.00 (1,593,140.90) -3.98% 29,792,444.41 26,441,000.00 3,351,364.41 12.67% 1,452,954.60 11009,010.00 (356,055.40) - 19.6B% 821,078.38 079,781.00 (58,702.62) -6.67% 583,500.06 597,179.00 (13,670.94) -2.29% 592,481.60 791 59],1]9.00 (4,697.40) 791 -0.79% (671,635.82) (583.330.00) (80 ]05.82) 15.14% ]0,96],752.33 69,730,969.00 1,236,703.33 1.77% 23,486,468.36 25,019,902.00 (1,533,433.64) -6.13% 28,550,520.39 26,392,323.00 2,158,197.39 8.10% 8,044,661.02 7,902,065.00 142,596.02 1.80% 2,244,562.97 2,250,448.00 (5,885.03) -0.26% 3,054,691.80 3,041,670.00 13,021.80 0.43% 1.133 383.00 791 1,140,000.00 (6,617,00) 791 -0.58% 66,514,287.54 65,746,408.00 ]6],679.54 1.17% • 4,453,464 .19 3,984,561.00 460,903.79 11.77% • 120,563.10 400,000.00 (279,436.90) - 69.86% (11007,855.82) (1,887,SGO.O0) (355.02) 0.02% 29,687.49 83,330.00 (53,642.51) - 64.37% (3,615.50) (2,500.00) (11115.50) 44.62% 262,825.94 100,000.00 162,825.94 162.03% 11.4]8394 791 (1.306.6]0.001 (171,]24 791 13.14% 2,9]5,0]0.00 2,677,891.00 297,179.00 96,534,059.99 96,534,059.99 0.00 99,509.129.99 99,]11,950.99 19].179.00 1JA1 11.10% 0.00% 0.30% • ow 21 TORN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPART!ffiNT RECONCILIATION OF CAPITAL FUNDS 4/30/13 SOURCE OF CAPITAL FUNDS: DEPRECIATION FUND BALANCE 7/1/12 1,635,205.70 CONSTRUCTION FUND BALANCE 7/1/12 21000,000.00 INTEREST ON DEPRECIATION FUND FY 13 5,652.06 DEPRECIATION TRANSFER FY 13 3.054,691.80 TOTAL SOURCE OF CAPITAL FUNDS 7.695,549.56 USE OF CAPITAL FUNDS: LESS PAID ADDITIONS TO PLANT THRU APRIL 4,781,677.79 GENERAL LEDGER CAPITAL FUNDS BALANCE 4130113 913871 71 TOWN OF READING. MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SALES OF KILOWATT HOURS 4/30/13 SALES OF ELECTRICITY: MONTH LAS T YEAR MONTH CURRENT YEAR LAST YEAR TO DATE CURRENT YEAR TO DATE YTD % CHANGE RESIDENTIAL SALES COMM. AND INDUSTRIAL SALES PRIVATE STREET LIGHTING 18,567,108 32,041,245 73,143 19,294,243 32,100,155 73,435 212.503,624 339,150,384 731,133 220,781,382 345,711,233 ]32,]36 3.90% 1.93% 0.22% 10.915 319 TOTAL PRIVATE CONSUMERS 3.13% 2.694 213,200 50.681 996 51.46] 833 551.)85 141 Sfi ].335 351 MUNICIPAL BALES: STREET LIGHTING MUNICIPAL BUILDINGS TOTAL MUNICIPAL CONSUMERS BALES FOR RESALE SCHOOL TOTAL KILOWATT HOURS SOLD 237,506 238,941 2,388,2]] 2,383,341 -0.21% ]52,]51 803,851 8,027,042 8,357,625 4.12% 990.157 1.042.793 10.915 319 10.]40.96] 3.13% 213,200 213,923 2,]5],558 2,769,054 0.42% 1,344,012 1,28],0]8 11,838,168 12,006,408 1.42% 53.22],965 54,O11.fi26 _5]],396,306 592 ]41,]80 2.66% • • • KILOWATT HOURS SOLD TO TOTAL TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT TOTAL READING LYNNPIELD KILOWATT HOOKS SOLD BY TOWN MONTH ® 4/30/13 RESIDENTIAL TOTAL READING LYNNPIELD NO.READING WILMINGTON MONTH COMM 8 IND 59.43% 7.15% 0.50% 8.70% 43.05% RESIDENTIAL 19,294,243 5,964,445 2,612,560 4,638,713 6,078,525 0.04% COMN 4 IND 32,100,155 3,875,809 2]2,47] 4,699,720 23,252,149 0.06% PVT ST LIGHTS 73,435 13,433 1,360 31,660 36,982 0.43% PUB 8T LIGHTS 238,941 80,536 33,500 41,258 84,647 0.40% MUSI BLDGS 803,851 234,805 146,181 136,909 285,956 SCHOOL SALES / RESALE 213,923 213,923 0 0 0 SCHOOL 1,20],0]8 451,431 298,748 165,560 371,339 TOTAL 54 011.626 10,034,382 3.363,826 9,703.830 30.109.598 YEAR TO DATE RESIDENTIAL 37.26% 11.64% 5.31% 8.57% RESIDENTIAL 220,781,382 69,021,496 31,468,577 50,815,412 69,475,897 0.46% COMM c IND 345,711,233 43,363,572 2,719,656 53,326,792 246,301,213 0.02% PVT ST LIGHTS 732,736 135,546 13,600 213,768 369,822 0.40% PUB ST LIGHTS 2,383,342 805,360 324,960 407,392 845,630 MUNI BLOCS MUNI BLDGS 8,357,625 2,209,892 1,549,842 1,543,527 3,054,364 SALES /RESALE 2,769,054 2,769,054 0 0 0 SCHOOL 12,006,408 4,221,988 2,635,580 1,544,240 3,604,600 0.61% TOTAL 592.]41.700 122.526,908 30,712.215 107,851,133 313.653,526 LAST YEAR 54.61% LAST YEAR TO DATE TO DATE RESIDENTIAL 212,503,624 66,793,970 29,800,714 49,639,405 66,269,535 36.80% COMM 6 IMO 339,150,304 43,000,210 2,737,943 52,527,710 240,894.513 COMN 6 IND PVT ST LIGHTS 731,133 138,990 13,600 216,140 362,403 PUB ST LIGHTS 2,300,277 004,860 324,542 399,129 859,746 ® MDNI SLUGS 8,027,042 2,101,686 1,367,457 1,552,039 3,005,860 0.14% SALES /RESALE 2,757,558 2,751,558 0 0 0 0.27% SCHOOL 11,838,188 4,224,330 2,569,474 1,521.440 3,522,944 0.00% TOTAL 577.396.206 119,021.604 3fi,803,730 105.855.871 314.915.001 KILOWATT HOURS SOLD TO TOTAL TOTAL READING LYNNPIELD NO.READING WILMINGTON MONTH RESIDENTIAL 35.72% 11.04% 4.84% 8.59% 11.25% COMM 8 IND 59.43% 7.15% 0.50% 8.70% 43.05% PVT ST LIGHTS 0.14% 0.02% 0.00% 0.04% 0.00% PUB ST LIGHTS 0.44% 0.15% 0.06% 0.00% 0.15% KURT BLDGS 1.49% 0.43% 0.27% 0.25% 0.54% SALES /RESALE 0.40% 0.40% 0.00% 0.00% 0.00% SCHOOL 2.38% 0.84% 0.55% 0.31% 0.68% TOTAL 100.00% 30.06% 6.22% 17.97% 55.75% YEAR TO DATE RESIDENTIAL 37.26% 11.64% 5.31% 8.57% 11.74% COMM 4 IND 58.33% 7.32% 0.46% 9.00% 41.54% PVT ST LIGHTS 0.12% 0.02% 0.00% 0.04% 0.06% PUB ST LIGHTS 0.40% 0.14% 0.05% 0.07% 0.14% MUNI BLOCS 1.41% 0.37% 0.26% 0.26% 0.52% SALES /RESALE 0.47% 0.47% 0.00% 0.00% 0.00% SCHOOL 2.02% 0.71% 0.44% 0.36% 0.61% TOTAL 100.00% 20.67% 6.52% 18.30% 54.61% LAST YEAR TO DATE RESIDENTIAL 36.80% 11.57% 5.16% 8.60% 11.47% COMN 6 IND 58.74% 7.45% 0.47% 9.10% 41.72% PVT ST LIGHTS 0.13% 0.03% 0.00% 0.04% 0.07% PUB ST LIGHTS 0.41% 0.14% 0.06% 0.07% 0.14% MUST SLUGS 1.39% 0.36% 0.24% 0.27% 0.52% BALSS /RESALE 0.48% 0.40% 0.00% 0.00% 0.00% SCHOOL 2.05% 0.73% 0.45% 0.26% 0.61% TOTAL 100.00% 20.]59 6.38% 18.34% 54.53% to TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT FORMULA INCOME 4/30/13 TOTAL OPERATING REVENUES ADD: POLE RENTAL LESS: (P.3) 70,967,752.33 INTEREST INCOME ON CUSTOMER DEPOSITS OPERATING EXPENSES (P.3) CUSTOMER DEPOSIT INTEREST EXPENSE FORMULA INCOME (LOSS) 171 0.00 982.52 (66,514,287.54) (3,615.50) 4.450.831.81 • • LI 3 SALE OF KWH (P.S) KWH PURCHASED AVE BASE COST PER KWH AVE BASE SALE PER KWH AVE COST PER SHE AVE SALE PER KWH FUEL CHARGE REVENUE (P.3) LOAD FACTOR ® PEAK LOAD TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT GENERAL STATISTICS 4/30/13 MONTH OP "A 2012 53,227,965 56,D54,267 0.034418 0.065036 0.080549 0.115036 2,528,368.89 66.30% 104,469 MOMS OP % CHANGE YEAR THRU APR 2013 2012 2013 APR 2012 APR 2013 54,011,626 -3.60% 2.66% 577,396,206 592,741,700 52,096,791 -2.96% 2.23% 594,276,445 607,556,091 0.040462 -7.12% 10.69% 0.034925 0.030657 0.065269 2.34% -0.63% 0.065192 0.064779 0.082441 -5.80% -0.44% 0.006026 0.085650 0.115167 -2.49% -2.25% 0.117606 0.115041 2,695,077.57 - 11.23% -1.71% 30,309,286.21 29,792,444.41 79.29% 91,391 (BI N A •y \H 3 Y f, e, °h m Sj�bh J r, J+ e Jp y ro''S 2� �b 2� 7n e b ti 'd e J ni �O 7 � Jp d <<7n 7 �idh `` ab °iebh 01. 6h OAC, °'p 01 104, OIlb y O `5S J 0,76 O� ,n 0��7n 1 O,dyh ! db i Q) O LO It � C C) CD Q 0 C) Q O (n > III U O N O U " O I I I J N A •y \H 3 Y f, e, °h m Sj�bh J r, J+ e Jp y ro''S 2� �b 2� 7n e b ti 'd e J ni �O 7 � Jp d <<7n 7 �idh `` ab °iebh 01. 6h OAC, °'p 01 104, OIlb y O `5S J 0,76 O� ,n 0��7n 1 O,dyh ! db i r/ co LO It (N lrm- C) CD Q 0 C) Q r/ TOWN Of READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SCHEDULE OF CASH AND INVESTMENTS 4/30/13 SCHEDULE A UNRESTRICTED CASH CASH - OPERATING FIND CASH - PETTY CASH TOTAL UNRESTRICTED CASH RESTRICTED CASH CASH - DEPRECIATION FUND CASH - TOM PAYMENT CASH - DEFERRED FUEL RESERVE CASH - RATE STABILIZATION FUND CASH - UNCOLLECTIBLE ACCTS RESERVE CASH - SICK LEAVE BENEFITS CASH - HAZARD WASTE RESERVE CASE - CUSTOMER DEPOSITS CASH - ENERGY CONSERVATION CASH - OPEB TOTAL RESTRICTED CASH I �1 U TOTAL CASH BALANCE G PREVIOUS YEAR CURRENT YEAR 10,153,360.45 10,113,339.57 3,000.00 3,000.00 10.156.260.45 10.116,339.57 3,799,330.55 2,913,871.77 11490,000.00 1,211,142.00 2,433,071.15 2,840,332.68 6,072,949.69 6,690,230.29 200,000.00 200,000.00 2,955,070.32 2,987,998.45 150,000.00 150,000.00 615,040.37 680,425.24 238,695.38 291,703.80 1,173,950.28 1,347,153.76 19,128.107.64 19.313,857.99 29.284,368.09 29,439,197.56 UI TOWN OF READING. MASSACHUSETTS MUNICIPAL LIGHT DEPARTNENT SCHEDULE OF ACCOUNTS RECEIVABLE 4/30/13 UNBILLED ACCOUNTS RECEIVABLE 4,830,294.37 TOTAL ACCOUNTS RECEIVABLE, NET ],371.254.30 SCHEDULE OF PREPAYMENTS PREPAID INSURANCE PREVIOUS YEAR SCHEDULE OF ACCOUNTS RSCETVABLe 131,727.31 30 DAYS RESIDENTIAL AND COM303RCIAL 2,971,970.37 9.18% ACCOUNTS RECEIVABLE - OTHER 124,212.52 72,392.04 ACCOUNTS RECEIVABLE - LIENS 59,902.43 ACCOUNTS RECEIVABLE - EMPLOYER ADVANCES 892.14 SALES DISCOUNT LIABILITY )207,713.81) OVER 90 DAYS RESERVE FOR UNCOLLEC IBLE ACCOUNTS (338 30J 72) TOTAL ACCOUNTS RECEIVABLE BILLED 2,540,959.93 3,011.215.88 UNBILLED ACCOUNTS RECEIVABLE 4,830,294.37 TOTAL ACCOUNTS RECEIVABLE, NET ],371.254.30 SCHEDULE OF PREPAYMENTS PREPAID INSURANCE 803,130.88 PRBPAYNENT PURCHASED POWER 131,727.31 30 DAYS PREPAYMENT PASNY 240,782.65 9.18% PREPAYMENT WATSON 110,818.98 72,392.04 PURCHASED POWER WORKING CAPITAL 14,523.70 TOTAL PREPAYMENT 1,300.983.52 ACCOUNTS RECEIVABLE AGING APRIL 2013: RESIDENTIAL AND COMMERCIAL 3,289,544.58 LESS: SALES DISCOUNT LIABILITY (2]8.328 ]01 GENERAL LEDGER BALANCE 3.011.215.88 CURRENT 2,588,546.25 85.97% 30 DAYS 276,301.29 9.18% 60 DAYS 72,392.04 2.40% 90 DAYS 15,163.83 0.50% OVER 90 DAYS 58.812 47 1.95% TOTAL 3,011.215.88 100.00a 301 SCHEDULE B CURRENT YEAR 3,289,544.56 224,539.19 40,]17.62 892.14 (2]8,328.]0) (268.290.301 3,009,074.53 4,915,936.83 7,925.011.36 758,095.82 1,526.3] 241,849.32 1]8,155.33 14,523.70 1.199,150.54 u • • TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SCHEDULE OF OPERATING REVENUE 4/30/13 SCHEDULE D 6v1 MONTH MONTH LAST YEAR CURRENT YEAR YID % SALES OF ELECTRICITY: LAST YEAR CURRENT YEAR TO DATE TO DATE CHANGE RESIDENTIAL SALES 2,343,103.34 2,487,460.89 27,808,655.72 28,289,329.80 1.73% COME AND INDUSTRIAL SALES 3,380,957.66 3,447,095.88 37,111,500.90 36,920,678.83 -0.51% PRIVATE STREET LIGHTING 5,772.90 5,951.70 65,498.39 59,312.23 -9.44% TOTAL PRIVATE CONSUMERS 5.729.833.90 5,940,508.47 64.985,655.01 65.269,320.86 0.44% MUNICIPAL SALES: STREET LIGHTING 27,979.55 20,302.94 312,293.01 284,209.63 -8.99% MUNICIPAL BUILDINGS 67,918.13 83,296.50 966,930.57 960,495.12 -0.67% TOTAL MUNICIPAL CONSUMERS 115,896.68 111,599.44 1,279,231.58 1.244.704.75 -2.70% SALES FOR RESALE 24,751.87 25,523.57 335,800.04 329,252.64 -1.95% SCHOOL 144,567.00 142,737.08 1,350,483.60 1,346,095.26 -0.32% SUB -TOTAL 6,015,05D.25 6,220,368.56 67,951,170.23 68,189,373.51 0.35% FORFEITED DISCOUNTS 68,066.18 76,503.07 773,692.14 821,070.38 6.12% PURCHASED POKER CAPACITY (10,113.56) 1178,509.00) (109,691.11) 1,452,954.60 - 1424.59% ENERGY CONSERVATION - RESIDENTIAL 18,578.91 19,310.60 189,170.40 220,921.84 16.78% ENERGY CONSERVATION - COMMERCIAL 33,840.40 33,805.94 319,513.09 362,578.22 13.48% SAN REVENUE 53,240.55 53,925.07 577,435.22 592,481.60 2.61% NYPA CREDIT (39,924.10) (113,103.56) (563,165.35) (671,635.82) 19.26% TOTAL REVENUE 2.65% 6,138.738.63 6,113.]00.60 69,138,124.63 70.967.752.]3 6v1 TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SCHEDULE OF OPERATING REVENUE BY TOWN • 4/30/13 MONTH TOTAL HEADING READING M NO.REING LYNNPIELD RESIDENTIAL INDUS /HUNS BLDG PUB. ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL NO. READING WILMINGTON RESIDENTIAL INDUS /NUNS BLDG PUB.ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 2,487,460.69 3,530,392.38 25,302.94 5,951.70 25,523.57 143,737.03 9.59% 8.70% 0.08% 0.03% 0.00% 0.30% 772,663.42 476,475.21 9,228.61 1,072.69 25,523.57 $0,533.49 12.59% 39.77% 0.17% 0.05% 0.00% 0.66% 335,397.46 38,730.09 3,653.60 108.53 0.00 32,451.84 596,504.08 541,400.60 4,978.07 1,817.50 0.00 10,868.63 782,945.93 2,473,706.45 10,442.66 2,952.98 0.00 40,883.12 TOTAL 6.330.368.56 67 .951,170,23 1,335.496,99 11. 960,771.Ofi 910.291.52 9,704.693.66 1,163.648.88 12,E13.617.61 35 412137,,4 18.714 53.274 _],310,931.1] THIS YEAR TO DATE THIS YEAR TO DATE RESIDENTIAL INDUS /MUNI BLDG PUB.ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 28,289,339.80 37,881,173.95 384,209.63 59,312.23 329,252.64 1,346,095.26 RESIDENTIAL INDUS /NUNI BLDG PUS.ST.LIOHTS PRV.ST.LIGNTS CO -OP RESALE SCHOOL 8,879,944.09 5,196,999.05 92,229.95 10,814.96 329,253.64 477,197.20 4,007,405.90 483,752.72 36,507.41 1,084.13 0.00 291,363.16 6,504,742.31 6,037,985.22 51,232.B0 17,918.29 0.00 177,933.52 9.54% 8.85% 0.08% 0.03% 0.00% 0.26% 8,897,237.51 26,162,436.96 104,339.47 39,494.85 0.00 399,601.38 13.05% 38.38% 0.15% 0.04% 0.00% 0.57% TOTAL fib 189 373 51 _ 14 986437-88 4,820 113.30 12,789.812.15 53.19% 35,593.010.18 LAST YEAR TO DATE LAST YEAR TO DATE RESIDENTIAL INDUS /MUNI BLDG FOR ST.LIGRTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 40.92% 56.04% 0.46% 0.10% 0.49% 1.99% RESIDENTIAL INDUS /MUNI BLDG PUB.ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 37,808,655.72 38,078,439.47 312,293.01 65,498.39 335,800.04 1,350,483.60 HEADING 8,762,175.35 5,264,231.72 100,334.45 12,174.89 335,800.04 486,054.61 M NO.REING 3,889,576.84 485,703.29 30,927.19 11193.91 0.00 288,242.43 RESIDENTIAL INDUS /HUNS BLDG PUB. ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 6,482,386.33 6,076,332.63 56,265.53 20,332.12 0.00 177,901.06 8,674,517.20 26,250,771.83 116,765.39 31,797.47 0.00 398,385.500 5.39% 0.62% 0.06% 0.00% 0.00% 0.52% 9.59% 8.70% 0.08% 0.03% 0.00% 0.30% 12.59% 39.77% 0.17% 0.05% 0.00% 0.66% TOTAL 67 .951,170,23 11. 960,771.Ofi TOTAL 9,704.693.66 12,E13.617.61 35 412137,,4 18.714 PERCENTAGE OF OPERATING INCOME TO TOTAL MONTH TOTAL HEADING LYNNPIELD M NO.REING WILMINGTON RESIDENTIAL INDUS /HUNS BLDG PUB. ST.LIGHTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 39.99% 56.75% 0.46% 0.10% 0.41% 2.29% 12.42% 7.66% 0.15% 0.02% 0.41% 0.81% 5.39% 0.62% 0.06% 0.00% 0.00% 0.52% 9.59% 8.70% 0.08% 0.03% 0.00% 0.30% 12.59% 39.77% 0.17% 0.05% 0.00% 0.66% TOTAL 100.00% 21.47$ 6.59% 18.714 53.274 THIS YEAR TO DATE RESIDENTIAL INDUS /NUNI BLDG PUS.ST.LIOHTS PRV.ST.LIGNTS CO -OP RESALE SCHOOL 41.49% 55.56% 0.42% 0.09% 0.48% 1.96% 13.02% 7.62% 0.14% 0.02% 0.48% 0.70% 5.88% 0.71% 0.05% 0.00% 0.00% 0.43% 9.54% 8.85% 0.08% 0.03% 0.00% 0.26% 13.05% 38.38% 0.15% 0.04% 0.00% 0.57% TOTAL 100.00% 21.98% 7.07$ 53.19% LAST YEAR TO DATE RESIDENTIAL INDUS /MUNI BLDG FOR ST.LIGRTS PRV.ST.LIGHTS CO -OP RESALE SCHOOL 40.92% 56.04% 0.46% 0.10% 0.49% 1.99% 12.89% 7.75% 0.15% 0.03% 0.49% 0.72% 5.72% 0.72% 0.06% 0.00% 0.00% 0.42% 9.54% 8.94% 0.08% 0.03% 0.00% O.3fi% 12.77% 38.63% 0.im O. 0,00 0.59% TOTAL 100.00$ 22,024 6.92% 18.854 52.21% I11A1 j SALES OF ELECTRICITY: RESIDENTIAL C0NK AND INDUSTRIAL SALES PRIVATE STREET LIGHTING MUNICIPAL BUILDINGS PUBLIC STREET LIGHTING SALES FOR RESALE SCHOOL TOTAL BASE SALES TOTAL FUEL SALES TOTAL OPERATING REVENUE TOWN OF READING, MASSACHUSETTS HUNICIPAL LIGHT DEPARTMENT BUDGETED REVENUE VARIANCE REPORT 4/30/13 FORFEITED DISCOUNTS PURCHASED POWER CAPACITY ENERGY CONSERVATION - RESIDENTIAL ENERGY CONSERVATION - CONNERCIAL DAN REVENUE MIA CREDIT TOTAL OPERATING REVENUES • ( ) = ACTUAL UNDER BUDGET SCHEDULE P ACTUAL BUDGET 168,576.00 % YEAR TO DATE YEAR TO DATE VARIANCE • CHANGE 17,189,029.24 17,784,567.00 (595,537.76) -3.35% 20,117,360.09 21,053,596.00 (936,235.91) -4.45% 163,836.13 168,576.00 (4,739.87) -2.81% 190,517.13 236,233.00 (45,715.87) - 19.35% 736,186.51 747.090.00 (10,911.49) -1.46% 30,396,929.10 39,990,070.00 (1,593,140.90) -3.98% 29,792,444.41 26,441,080.00 3,351.364.41 12.67% 68,109,373.51 66,431,150.00 1,758,223.51 2.65% 821,078.38 879,781.00 (58,702.62) -6.67% 1,452,954.60 11009,010.00 (356,055.40) - 19.68% 220,921.84 219,822.00 11099.84 0.50% 362,578.22 377,357.00 (14,778.78) -3.92% 592,481.60 597,179.00 (4,697.40) -0.79% (671,635.82) (583,330.00) (88,305.82) 15.14% 70,967,752.33 69,730,969.00 1.236.783.33 1.77% TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTORNT SCHEDULE OF OPERATING EXPENSES 4/30/13 SCHEDULE E MAINTENANCE EXPENSES: MONTH MONTH LAST YEAR CURRENT YEAR YTD % OPERATION EXPENSES: LAST YEAR CURRENT YEAR TO DATE TO DATE CHANGE PURCHASED PONER EASE EXPENSE 119]0 319.00 193.900 2,190.306.01 309.554.98 20.759 989 35 23,486,460.36 2.249.Sfi2 97 -4.46% DEPRECIATION EXPENSE 296,027.47 305,469.18 2,960,274.70 3,054,691.80 13.16% 3.19% OPERATION SUP AND ENGINEERING SAP 31,427.69 2,154,729.79 36,587.26 2,220,542.42 423,125.00 30,368,274.49 418,128.63 20,550,520.39 -1.18% -5.99% STATION SUP LABOR AND MISC 1O,160.33 113,000.00 6,034.97 114,000.00 93,624.95 1,126,186.00 62,067.50 1.133,383.00 - 33.71% 0.64% LING MISC LABOR AND EXPENSE 40,104.79 _ 5.371.655.80 59,545.27 5.636,360.7] 549,230.65 64,684,960.13 556,958.98 66 514 287.54 1.41% 2.83% STATION LABOR AND EXPENSE 30,030.27 30,680.55 384,430.17 411,731.80 7.10% STREET LIGHTING EXPENSE 9,374.24 4,745.01 99,061.40 65.189.47 - 34.19% METER EXPENSE 16,620.22 14.248.71 202,262.28 154,189.02 - 23.77% MISC DISTRIBUTION EXPENSE 26,080.55 20.300.65 279,622.24 286,416.64 HETER READING LABOR F EXPENSE 6,795.52 4,705.79 ]6,32].20 67,650.48 2.43% - 11.36% ACCT 4 COLL LABOR A EXPENSE 142,074.45 124,859.95 1,191,748.84 1,240,039.31 4.05% UNCOLLECTIBLE ACCOUNTS 16,000.00 8,333.33 160,000.00 03,333.30 - 47.92% ENERGY AUDIT EXPENSE 24,834.07 40,131.14 353,520.58 436,933.72 ADMIX R GEN SALARIES 64.675.19 51,836.67 628,192.60 631,182.20 23.59% 0.48% OFFICE SUPPLIES 5 EXPENSE 18.789.29 24.581.08 167,757.00 214,336.38 14.16% OUTSIDE SERVICES 15,682.72 41.466.15 341,877.62 433,780.90 26.86% PROPERTY INSURANCE 31,670.40 29,926.00 322.017.33 310,021.43 -3.73% INJURIES AND DAMAGES 3,039.10 3,945.O6 17,976.56 37,113.74 106.46% EMPLOYEES PENSIONS 6 BENEFITS 94,295.52 03,048.80 1,059,024.75 1,735,007.05 63.83% MISC GENERAL EXPENSE 10,640.00 18,652.33 149,8]9.]0 144,075.59 -3.87% RENT EXPENSE 18,793.60 20,402.88 165,322.01 171,539.59 3.76% ENERGY CONSERVATION 23.866.60 19,356.58 440,776.39 504,957.29 32.71% TOTAL OPERATION EXPENSES 643.778.63 651 388.18 7 125 785.3% 8 094 '2.90% 661 02 MAINTENANCE EXPENSES: • NAINT OF TRANSMISSION PLANT SAINT OF STRUCT AND EDUIPMT MAINT OF LINES - ON MINT OF LINES - OG MAINT OF LINE TRANSFORMER MAINT OF ST LT A SIG SYSTEM MINT OF GARAGE AND STOCKROOM MAINT OF METERS MAINT OF GEN PLANT 227.00 4,363.86 103,449.47 17,419.74 4,806.77 145.02 41,386.03 6,909.33 15,192.01 227.00 12.605.03 100.349.57 15.504.72 7,179.11 (23.221 46,831.57 5,209.76 8,671.36 2,270.02 205,520.23 1,365.217.57 149,258.74 37,569.36 (345.48) 443,704.50 71,595.83 74,650.67 2,270.82 119,198.21 1,258,254.71 154,025.61 120,110.28 (20.74) 455,156.0% 30,686.99 96,081.00 0.00% - 42.00% -7.83% 3.73% 241.00% - 94.00% 2.50% - 57.14% 20.69% TOTAL MAINTENANCE EXPENSES 193.900 11 309.554.98 2.119 450.24 2.249.Sfi2 97 -4.46% DEPRECIATION EXPENSE 296,027.47 305,469.18 2,960,274.70 3,054,691.80 3.19% PURCHASED RONBR FUEL EXPENSE 2,154,729.79 2,220,542.42 30,368,274.49 20,550,520.39 -5.99% VOLUNTARY PAYMBNTE TO TOWNS 113,000.00 114,000.00 1,126,186.00 1.133,383.00 0.64% TOTAL OPERATING EXPENSES _ 5.371.655.80 5.636,360.7] 64,684,960.13 66 514 287.54 2.83% • 1131 TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUDGETED OPERATING EXPENSE VARIANCE REPORT 4/30/13 SCHEDULE G OPERATION EXPENSES: PURCHASED POWER BASE EXPENSE OPERATION SUP AND ENGINEERING EXP STATION SOP LABOR AND MISC LINE MISC LABOR AND EXPENSE STATION LABOR AND EXPENSE STREET LIGHTING EXPENSE METER EXPENSE MISC DISTRIBUTION EXPENSE METER READING LABOR 4 EXPENSE ACCT 6 COLL LABOR i EXPENSE UNCOLLECTIBLE ACCOUNTS ENERGY AUDIT EXPENSE ADMIN A GEN SALARIES OFFICE SUPPLIES A EXPENSE OUTSIDE SERVICES PROPERTY INSURANCE IN.]URIES AM) DAMAGES EMPLOYEES PENSIONS 6 BENEFITS MISC GENERAL EXPENSE RENT EXPENSE ENERGY CONSERVATION TOTAL OPERATION EXPENSES f6MAINTENANCE EXPENSES: 391,730.00 FAINT OF TRANSMISSION PLANT YEAR TO DATE MAINT OF STRUCI AND EQUIPMENT VARIANCE • Mtn OF LINES - OR 23 406.468.36 MAINT OF LINES - UG (1.533,433.64) MAINT OR LINE TRANSFORMERS 556,958.98 MAINT OF ST LT F SIG SYSTEM 548,945.00 MAINT OF GARAGE AND STOCKROOM 8,013.98 MAINT OF METERS 411,731.80 MAINT OF GEN PLANT 373,310.00 TOTAL MAINTENANCE EXPENSES DEPRECIATION EXPENSE PURCHASED POWER FUEL EXPENSE VOLUNTARY PAYMENTS TO TOWNS TOTAL OPERATING EXPENSES ( ) . ACTUAL UNDER BUDGET ACTUAL BUDGET 391,730.00 % YEAR TO DATE YEAR TO DATE VARIANCE • CHANGE 23 406.468.36 35.019.903.00 (1.533,433.64) -6.13% 418,120.63 391,730.00 26,390.63 62,067.50 66,207.00 (4,139.50) 556,958.98 548,945.00 8,013.98 411,731.80 373,310.00 38,421.80 65,189.47 69,099.00 (3,908.53) 154,189.02 161,071.00 (61881.98) 286,416.64 303,500.00 (17,083.36) 67,658.48 68,779.00 (1,120.52) 1,240,039.31 1,148,353.00 91,686.31 83,333.30 83,330.00 3.30 436,933.72 400,154.00 36,779.73 631,182.20 630,164.00 1,018.20 214,336.38 97 211,]]0.00 3,566.38 433,780.90 454,165.00 ---2,244,562 (20,384.10) 310,021.43 392,930.00 (02,908.57) 37,113.74 47,265.00 (10,151.26) 1,735,007.05 11608,585.00 126,422.05 144,075.59 181,488.00 (37,412.41) 171,539.59 176,670.00 (5,130.43) 584,957.29 584,543.00 414.29 65,]46,408.00 66,514,287.54 7.903,065.00 142,596.02 0,044.661.03 6.74% -6.25% 1.46% 10.29% -5.66% -4.27% -5.63% -1.63% 7.98% 0.00% 9.19% 0.16% 1.21% -4.49% - 21.10% - 21.48% 7.86% - 20.61% -1.90% 0.07% 1.50% 2,270.02 2,500.00 (229.18) -9.11% 119,198.21 95,1]].00 14,021.21 25.24% 1,258,254.71 998,840.00 259,406.71 35.97% 154,835.61 2$7,616.00 (101,]90.39) - 39.90% 128,110.38 172,070.00 (43,959.]31 - 25.55% (20.74) 81046.00 (8,066.74) - 100.26% 455,156.09 560,293.00 (105,136.91) - 18.76% 30,686.99 46,638.00 (15,951.01) - 34.20% 96,081.00 109,260.00 (13,179.00) - 13.06% 97 (5,685.03) -0.26% 3,350.448.00 ---2,244,562 3,054,691.80 3,041,670.00 13,021.80 0.43% 20,550,520.39 26,392,323.00 2,158,197.39 8.18% 1,133,383.00 1,140,000.00 (6,617.00) -0.50% 1.17% ]6].079.54 65,]46,408.00 66,514,287.54 lia) TOWN OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUDGETED OPERATING EXPENSE VARIANCE REPORT 4/30/13 11 OPERATION EXPENSES: RESPONSIBLE SENIOR MANAGER 2013 ANNUAL BUDGET ACTUAL YEAR TO DATE REMAINING BUDGET BALANCE REMAINING BUDGET % PURCHASED POWER BASE EXPENSE TP 30.102 ]93.00 23.486 468.36 6.616,273 64 21.98% OPERATION SUP AND ENGINEERING ESP STATION SUP LABOR AND MISC LINE MISC LABOR AND EXPENSE STATION LABOR AND EXPENSE STREET LIGHTING EXPENSE METER EXPENSE MISC DISTRIBUTION EXPENSE METER READING LABOR F EXPENSE ACCT A COLL LABOR R EXPENSE UN ACCOUNTS ENERGY AUDIT EXPENSE "MIN S G8N SALARIES OFFICE SUPPLIES S EXPENSE OUTSIDE SERVICES PROPERTY INSURANCE INJURIES AND DAMAGES EMPLOYEES PENSIONS S BENEFITS MISC GENERAL EXPENSE RENT EXPENSE ENERGY CONSERVATION RE RE RE RE RE RE RE RE RP RP SP R8 RE RE KS KS RS AS RS JP 468,949.00 79,813.00 671,309.00 448,249.00 83,106.00 197,329.00 366,489.00 69,946.00 1,385,210.00 100,000.00 479,013.00 ]61,068.00 353,950.00 507,125.00 471,500.00 56,619.00 1,889,623.00 200,785.00 212,000.00 697,983.00 418,128.63 62,067.50 556,950.98 411,731.80 65,189.47 154,189.0E 286,416.64 67,658.48 1,240,039.31 83,333.30 436,933.73 631,182.20 214,336.38 433,700.90 310,021.43 37,113.74 1,735,007.05 144,0]5.59 171,539.59 584,957.29 50,820.37 17,745.50 114,350.02 36,517.20 17,916.53 43,139.98 80,072.36 2,287.52 145,170.69 16.48 ,666.)0 42,0]9.28 129,885.80 39,613.62 73,344.10 161,478.57 19,505.26 154,615.95 56,709.41 40,460.41 113,025.71 10.84% 22.23% 17.03% 8.15% 21.56% 21.66% 21.05% 3.27% 1 100 16.67% 17.07% 15.60% 14.46% 34.25% 34.45% 0.18% 28.24% 19.09% 16.19% .48COLLECTIBLE % .78% TOTAL OPERATION EXPENSES 8.023,105.00 0.044 6fi 1.02 1.355,404.98 15.36% MAINTENANCE EXPENSES: MAINT OF TRANSMISSION PLANT MAINT OF STROCT AND EQULPMT MAINT OF LIMBS - OH MAINT OF LINES - UG MAINT OF LINE TRANSFORMERS MAINT OF BY IT S SIG SYSTEM MAINT OF GARAGE AND STOCKROOM MAINT OF METERS MAINS OF GEN PLANT RE RS KS RE RS KS AS KS RP 3,000.00 1,250,421.00 285,371.00 180,500.00 9,604.00 672,509.00 47,392.00 131,320.00 2E]082 , 119,198.21 1,258,254.71 154,825.61 128,110.28 (20.74) 455,156.09 30,686.99 96,001.00 .114,120.00 729.18 (5,078.21) (7,833.71) 130,545.39 60,389.72 9,704.74 117,432.91 16,705.01 35,239.00 24.31 -4.45% -0.63% 45.75% 32.04% 100.21% 32.33% 35.25% 26.03% i• TOTAL MAINTBNANCE EXPENSES 2.017.401.00 2.244.563.97 _ 45].834 03 16.25% DEPRECIATION EXPENSE RP 31650,000.00 3,054,691.80 595,308.20 16.31% PURCHASED POWER FUEL EXPENSE JP 30,500,000.00 28,550,520.39 1,949,479.61 6.39% VOLUNTARY PAYMENTS TO TOWS BY 1,360,000.00 1,133,303.00 234,617.00 17.15% TOTAL OPERATING EXPENSES 83,)6]6500.00 66,514.10].54 13.308.91].96 13.384 • IIDW L TONN OP READING, MAESACNOSEITS MUNICIPAL LIDMT DEPARTMENT PROFESSIONAL SERVICES 4/30/20 PROFESSIONAL SERVICES BY PROJECT ITEM DEPARTMENT ACTUAL BUDGET ACTUAL VARIANCE 1 RELD AND PENSION TRUST AUDIT FEES ACCOUNTING 32,750.00 2,895.00 32,250.00 STONE CONSULTING INC. 500.00 2 PENSION ACTUARIAL EVALUATION ACCOUNTING 3,750.00 UTILITY SERVICES INC. 1,4]5.00 2,2)5.00 85.509.56 3 LEGAL- PERC /ISO ISSUES ENERGY SERVICE 0.00 AO 15,000.00 12,385.55 (15.000.001 RICHARD HIGGINS ARBITRATOR 4 LEGAL- POWER SUPPLY ISSUES ENERGY SERVICE 25,117.85 2.812.00 37,500.00 MICHAEL SRO" ARBITRATOR (12,382.15) 5 PROFESSIONAL SERVICES ENERGY SERVICE 9,939.60 CEIRC 20,000.00 110.060.20) 1,732.50 6 NERD COMPLIANCE AND AUDIT E A 0 11.670.00 13,350.00 2,056.27 (1,680.001 TOTAL ] LOAD CAPACITY STUDY ENGINEERING 0.00 15,000.00 (15.000.00) 0 STROH HARDENING STUDY ENGINEERING 0.00 50,000.00 (50.000.00) 9 LEGAL - GENERAL, PUSHED AUDIT ON 97.831.44 125,000.00 121,168.56) SO LEGAL SERVICES - SPHERAL MR 139.2]0.1] 48,600.00 60,670.(( 11 LEGAL SERVICES - NEGOTIATIONS BR J0. 03].02 36,800.00 B1, 23].02 12 LEGAL SEMINAL BLDG. MAINT. 10,300.90 1,250.00 91050.90 13 SURVEY RIGHT OF WAY BLDG. MAINT. 0.00 4,170.00 (4,170.00) 14 ENVIRONMENTAL BLDG. SAINT. 0.00 4,110.00 (4,170.00) 15 RNOIMBERING SERVICES BLDG. MAINT. 14.110.05 7,100.00 7,018.05 16 REPAIR RAMP AND DECK AREA BLDG. MAIN). 0.00 30,000.00 (30,000.00) 17 INSURANCE CONSULTANT DEN. BENEFIT 0.00 8,330.00 18,330.00) 19 LEG. GEN. BENEFIT 994.60 4.170.00 0,1]5.401 19 SITE ASSESSMENT FOR MASOR UPGRADE ACCOUNTING 2.056.27 0.00 2,056.27 20 GENERAL BANKRUPTCY ACCOUNTING 1,444.00 0.00 1,444.00 21 EXECUTIVE SEARCH - ON GM 24.500.00 0.00 24 SOO.NO TOTAL 433,780.90 454,165.00 20,304.10) PROFESSIONAL SERVICES BY VENDOR ACTUAL 9NiLANSON HEATH R COMPANY 33.500.00 HUDSON RIVER ENERGY GROUP 2,895.00 STONE CONSULTING INC. 3.750.00 RUSIN AND RWMAN 47.053.83 UTILITY SERVICES INC. 11,670.00 DUNCAN S ALLEN 85.509.56 CHOATE HALL A STSMART 190,542 AO MINDERS TORREY A SPENCER 12,385.55 RICHARD HIGGINS ARBITRATOR 2,710.00 GARRY WOOTERS ARBITRATOR 2.812.00 MICHAEL SRO" ARBITRATOR 2,538.99 WILLIAM F. CROWLEY ATTORNEY 2,280.00 CEIRC 7.044.00 ,IM ASSOCIATES 1,732.50 DACRI A ASSOCIATES LLC 24,500.00 COOSDALI 2,056.27 TOTAL 433.780.90 (13) AMID •BUDGET VARIANCE REPORT FOR PERIOD ENDING APRIL 30, 2013 DIVISION ACTUAL BUDGET VARIANCE CHANGE ENGINEERING AND OPERATIONS 3,576,052 3,507,247 68,806 1.99% -6.134 ENERGY SERVICES 1,058,201 1,057,618 583 0.06% 2,158,197 GENERAL MANAGER 809,367 740,476 68,892 9.30% 67,636,407 FACILITY MANAGER 3,141,544 3,235,313 (93,769) -2.90% BUSINESS DIVISION 7,783,604 7,683,529 100,075 1.30% SUB -TOTAL 16,368,768 16,224.182 144,586 0.89% PURCHASED POWER - BASE 23,486,468 25,019,902 (1,533,434) -6.134 PURCHASED POWER - FUEL 28,550,520 26,392,323 2,158,197 8.18% TOTAL 68,405,757 67,636,407 769,350 1.14% • HELD ® DEFERRED FUEL CASH RESERVE ANALYSIS 4/30/13 u (14) GROSS MONTHLY TOTAL DATE CHARGES REVENGES NYPA CREDIT DEFERRED DEFERRED Jun -12 2,270,044.48 Jul -12 3,581,715.28 3,492,843.61 (61,106.90) (149,978.57) 2,120,065.91 Aug -12 3,578,611.20 2,914,978.35 (44,365.80) (707,998.65) 1,412,067.26 Sep -12 2,646,309.32 3,486,749.45 (47,478.80) 792,961.33 2,205,028.59 Oct -12 2,595,375.45 2,389,147.98 (48,781.28) (255,008.75) 1,950,019.84 Nov -12 2,744,817.28 2,740,129.47 (22,566.16) (27,253.97) 1.922,765.87 Dec -12 2,868,712.69 2,987,105.82 (68,965.36) 49,427.77 1,972,193.64 Jan -13 2,523,166.59 3,076,267.45 (70,691.63) 482,409.23 2,454,602.87 Fab -13 3,397,709.79 3,030,833.21 (77,841.37) (444,717.951 2,009,884.92 Mar -13 2,393,560.37 2,979,311.50 (116,734.96) 469,016.17 2,478,901.09 Apr -13 2,220,542.42 2,695,077.57 (113,103.56) 361,431.59 2,840,332.68 (14) ARLO sv eex a0 REPORT I.. PISCAL YEA. END. NG TVNR, 3013 COMBACLGPS 13 RVO ORL ADD SEP OR NOV DEC TAd PER NAp A Vc LxEE TOTAL TOPAL 13 12 13 13 13 12 13 13 13 13 U.S., I : 'SEA 76.50 73.25 13.25 7].2E 13.25 73.25 74.2S 75 25 35 25 73 35 7] 25 ...EEAL EUU0P` HUNAN SeSOOpcvs MELT R.O.P. NS TOTAL 1.00 1.00 B. oo 2.00 1.00 1.00 4.00 3.o0 1.00 1.00 9.00 1.00 1.00 1.00 a.00 3.a0 a.00 2.00 a.00 1. a0 1.00 1.00 a.00 2.00 1.00 1. a 00 2.00 1.00 1 00 a 00 2.00 1.00 1 00 a o0 1.00 L00 1 P. 3 00 1.00 3.00 1 00 3.00 "I,,,59 ACCODNTINO .ST.. SERVICE SORT SNEORNSTJON 9YS MI6CELtuWE0V5 TOTAL 3.00 7.75 6.25 1.00 1x.00 2.00 T.TS 6.00 1.00 16.15 2.00 7w75 6.00 1.00 16.75 3.00 7.25 6.00 1.00 16.75 2.00 T.TS 6.00 1.00 16.75 2.00 7.75 6.00 1.00 11.75 3.00 7.75 6.00 1.00 16 75 2.00 7.75 'woo 1 00 16 75 2.00 ].OS 6.00 1 00 .1.7S 2.00 7.75 6.00 3 00 11.7. 2.00 7.75 6.00 l 00 16 75 EUG136SNIPED _A QfSmrION8 AOx Ec. RNOI N...INS LINE PETER STATION TOTAL 2.00 5.00 11.00 SAO E.00 40.00 1.00 5.00 21.00 1.00 8.00 39.00 2.00 5.00 21.00 3.00 8.00 38.00 1.00 5.00 21.00 3.00 B.oO JB.00 v.00 5.00 32.00 3.00 8.00 38.00 1.00 5.00 21.00 3.00 0.00 36.00 2.00 5.00 21.00 3.00 0 OO 39 00 2.00 5.00 21.00 3.00 8.00 39.00 2.00 5.0. 11.00 ].00 ..Do 39.00 2.00 5.00 21.00 3.00 B 00 39 w 00 2.00 5.00 31.00 3.00 8 00 M00 Egmi avx LD Sac SEESEA EENETxxs TURN s PORTATION 2.00 2.00 _ 2. 0o 1.00 zo0 2. ao v00 2.0o _ 2.00 x.ao _ 2.00 2.00 _ i.0a 2.00 i.0o 2.00 zoo 2.00 :. 00 2.00 :.00 1.00 .T.:IX,5 RAPT TOTAL 4.00 e.00 ].00 6.00 4.00 E.00 4.00 $.00 4.00 ..Do 4.00 E Oo 4.00 8.00 4... a o0 a 00 E 00 a o0 E o0 4 0a 9 00 EMERGE EERKICW RER4y SERVICES TOTAL s. s0 s. s0 4. s0 a. s0 a. s0 a. s0 4.s0 4.s0 4s0 a. s0 ♦ so •. s0 4 so 4.s0 s 5o ' 'o E.S. s. s0 4.50 4. so 4.E0 SRI. TOTAL 74. so 70.25 73.25 71.25 71.25. 71.25 72.25 73.25 73. 2s , _ COMBACLGPS Vc LxEE TOTAL z.00 2.00 z. o0 2.00 2.00 2.00 2.00 z.00 2.00 2.00 2.a0 zoo 2 00 z o0 z 00 2.00 2 00 2.00 2 0o 2m.0 z o0 2 0G ERROR TOPAL 76.50 73.25 13.25 7].2E 13.25 73.25 74.2S 75 25 35 25 73 35 7] 25 • (15) TOWN OF READING, NASSACHUSRTTS MUNICIPAL LIGHT OEPARTNBNT SCHEDULE OF CASH AND INVCSTMEWY9 3/31/1] 9CH8OULi A UNRESTRICTED CASH CASH - OPERATING FORD CASH - PETTY CASH TOTAL URRtSTRICTBO CASH RESTRICTED CASH CASH - DEPRECIATION POND CABS - TONE PAYMENT CABS - DEFERRED FUEL RESERVE CASH - RATE STMILIZATION FUND CASH - UNCOLLECTIBLE ACCTS RESERVE CASH - SICR LEAVE BENEFITS CASH - HAZARD WASTE RESERVE CASH - CUSTONER DEPOSITS CASH - ENERGY CONSERVATION CASH - OPZ8 TOTAL RESTRICTED CASH TOTAL CASH BALANCE PREVIOUS YEAR CURRENT YEAR 9,506,736.92 10,910,067.17 3,000.00 3,000.00 9.507. 736.92 10.913.067.17 3,865.277.86 2,913,997.27 11192.000.00 908,356.50 2,099,356.15 2,678,901.09 6,071,506.39 6,689.233.79 200,000.00 100,000.00 2,956,366.95 2,987,557.36 150,000.00 150,000.00 609,885.37 676.900.53 210,162.67 263,663.86 1,173,630.90 1,366,965.06 38.566.166.21 18.615.555.62 28.053.901.19 29.528.622.59 TOWN OF READING, MASSACHUSETTS MUNICIPAL LIONT DEPARTMENT SCHEDULE OR ACCOUNTS RECEIVABLE 3/31/13 SCWRDULE 09 ACCOUNTS RECEIVABLE PREVIOUS YEAR RESIDENTIAL AND COMMERCTAL PRRPAYIBNT PAS" 174,439.64 ACCOUNTS RECEIVABLE - DINER 2,419,056.63 233.330.65 ACCOUNTS RECEIVABLE - LIMB 154,010.01 155.115.85 ACCOUNTS RECEIVABLE - EMPLOYEE ADVANCES 59,903.43 14,323.)0 SALES DISCOUNT LIABILITY 692.14 TOTAL RESERVE FOR =COLLECTIBLE ACCOUNTS (247,590.)11 1.639.841.]1 TOTAL ACCOUNTS RECEIVABLE RILLED (324.066 05) 100.00\ 2,062,192.45 UNBILLID ACCOUNTS RECEIVABLE 4,030,294.37 TOTAL ACCOUNTS RECEIVABLE, NET 6.892.466.02 SCHEDULE OF PRSPAYNENT6 PREPAID INSURANCE PRRPAYMENY PURCHASED POWER 1.037,132.43 PRRPAYIBNT PAS" 174,439.64 356,815.17 PREPAYMRNT WATSON 233.330.65 60 DAYS PURCHASED PONRR WORKING CAPITAL 155.115.85 2.15\ 90 DAYS OVER 90 DAYS 14,323.)0 TOTAL PREPAYMINT TOTAL 57 173 21 1.639.841.]1 ACCOUNTS RECEIVABLE AGING MARCH 2013, RESIDENTIAL AND COMMERCIAL LESS: SALES DISCOUNT LIABILITY 3,7]1.674.6] UN GENERAL LE00ER BALANCE - 1299.659 6 ) CURRENT 2,916,029.42 65.23\ 30 DAYS 356,815.17 10.43\ 60 DAYS 73,514.74 2.15\ 90 DAYS OVER 90 DAYS 1),38].15 0.51\ TOTAL 57 173 21 1 629\ 3.1]].015.0] 100.00\ SCHEDULE B CURRENT YEAR 3,721,674.62 279,065.62 41.347.55 592.14 (299,659.60) (256,591.74) 3,163,766,62 4,915,936.63 8.399,705.45 966,045.51 (300,556.70) ]41,949.32 166,3293.79 14,521.70 1.1]2.145.62 El • TOM OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT MUNICIPAL SALES: SCHEDULE OF OPERATING REVENUE 61,936,119.98 61,969,004.95 0.05% J /31/13 STREET LIGHTING ]8,571.]5 19,343.26 286,314.46 255,906.69 -9.99% MUNICIPAL BUILDINGS SCHEDULE 0 114,951.07 SALES OF ELSCTRICITY: NORTH LAST YEAR MONTH CURRENT YEAR LAST YEAR TO DATE CURRENT YEAR TO DATE YTD % CHENGR RESIDENTIAL SALES COME AND INDUSTRIAL SALES PRIVATE STREET LIGHTING 3,3)6,69).0] 3,605,600.05 61030.01 ],566,060.0) 3,590,950.55 6,268.64 144,394.33 ]5,665,55].16 33,730,543.24 59,)]5.49 1 16) 3)4.90 15,801,068.91 33,473,582.95 53,360.53 1.32% -0.76% - 10.66% TOTAL PRIVATE CONSUMERS 5,188.3]),86 6.161.]59 46 59, ]55.6]1.11 19,244.77 59.1]8.61].39 0.12% MUNICIPAL SALES: 6,083,593.74 61486,900.94 61,936,119.98 61,969,004.95 0.05% STREET LIGHTING ]8,571.]5 19,343.26 286,314.46 255,906.69 -9.99% MUNICIPAL BUILDINGS 95.4)1.]6 114,951.07 879,020.44 0)),198.63 -0.22% TOTAL MUNICIPAL CONSUMERS 124.003.51 144,394.33 1 16) 3)4.90 1.133.105.31 -2.60% EHRROY CONSERVATION - RESIDENTIAL 18.{74.0] 19,244.77 1)0,591.{9 201,611.24 SALES FOR RESALE 29,533.12 30,567.53 33,559.26 311,048.17 34,081.32 303,7]9.0) 205.673.69 -3.35% 328,773.28 SCHOOL 141.929.23 150,779.62 52,898.11 1,205,915.80 54,161.85 1,203,358.10 524,194.67 -0.21% 538,556.53 SUB -TOTAL 6,083,593.74 61486,900.94 61,936,119.98 61,969,004.95 0.05% FORFEITED DISCOUNTS 68,675.63 73,059.56 705,625.96 744,575.31 5.52% PURCHASED POWER CAPACITY (10,0 47.68) 164,13].5] 09,577.55) 1,631. {63.66 - 1738.39% EHRROY CONSERVATION - RESIDENTIAL 18.{74.0] 19,244.77 1)0,591.{9 201,611.24 18.18% ENERGY CONSERVATION - CObRRCIAL 33,559.26 34,081.32 205.673.69 328,773.28 15.09% DAN REVENUE 52,898.11 54,161.85 524,194.67 538,556.53 2.74% NYPA CREDIT (62,960.97) (116,)34.96) (523,341.25) (558,53].26) 6.74% TOTAL RN81NR 1.95♦ 6,16{.19].1] 6.)16,866.00 6].999.185.99 66.855. {51.11 TOW OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SCHEDULE OF OPERATING REVENUE BY TO" 1 /31 /13 El MONTH TOTAL READING LYNNPIELD NO.RGDINO WILMINGTON RESIDENIAL 1NDUS /MUNI 2,564,040.07 835,526.09 319,353.)2 BLDG PUB. ST.LIGMTS 3,705,901.61 536,886.90 59,609.]9 606,9]1.16 )9),026.50 PRV.ST.LIGHTe 29,)63.26 9,580.]0 3,795,53 604,351.99 2,507,052.99 CO -OP A68ALi 6,268.89 1,1]1.31 116'69 51155.10 10,812.33 SCHOOL 30,567.5] 30,56),5) 0.00 1,908.69 3.114.40 150,))9.61 52,95).0) 12,071.00 0.00 0.00 TOTAL ]0,)96.66 64,959.13 _ 6.986.900.96 _ ;,966.669,66 420.169.08 1.23L 196.85 TXI9 YEAR TO DATE _ 3.361.965.35 BREEDERT.AL 25.801,868.91 8,107,280.66 INDUS /NUNS BLDG 16,150,)81.5) 6•]20,52).09 3.67].058.69 5,908,238.13 8,114,291.58 PUB.9T. LIGHTS 353,906.69 83,001.)9 963.022.63 5,696,506.62 23,688.730,68 REV. ST. LIGHTS 5),360.53 9,)92.1) 32,853.81 96,356.73 93,796.81 CO -OP RESALE 303,729.0) 303,729.07 975.60 15,100.79 26,561.87 SCHOOL 1,203,358.18 426,663.71 0.00 0.00 0.00 TOTAL 250,911.3] 159,069.89 358,718.26 _ 61.969.009 95 1L650. 990.89 ��f09,B21.78 LAST YEAR 11.6]6.161.b 32,282,079.01 - TO DATE RESIDENTIAL 15,465,552.38 :•009,690,50 INDUS /MUNI BLDG 39,609,563.64 1,799,177.)9 3,590,)15.78 5.941,152.9) 7,924,233.63 PUB.ST.LIGHT9 PRV.ST.LIGHTS 381,)19.66 91,332.20 H),901.73 5,504,653.65 23,862,330.56 CO.OP 59.725.99 11,129.02 35.367,96 51, 035117 106.579.15 R88ALE SCHOOL 311,048.17 311,098.17 11089.10 181507.15 29,000.12 1,303.915.80 933,659.83 0.00 ]38,690.79 0'00 0.00 TOTAL 61.9)6.119.98 y3 635.582 158.769.)7 355,075,99 18 9. J] ,2]S 39 ::� ]].3)7.31 .90 PERCENTAOE OF OPERATING INCOME TO TOTAL MONTH TOTAL READING LYN11PIEL0 NO.READSHO p2LMINlYTON RESIDENTIAL 39.531 r"US /MUNI BLDG 57.13% 12.28% 5.00\ 9.16\ PUB.ST.LIGHTS 0.65% 8.25% 0.52% 9.32% 12.29\ PRV.ST. LIONTB 0.10% 0.151 0.06\ 0.0:% 3:.691 CO -OP RESALE 0'67% 0'02% 0,80\ 0'03% 0.16% SCHOOL 2.31\ 0.47% 0.00\ 0.05\ 0.82% 0.69% 0. )2% 0,69% 09% TOTAL 100.00 0 . THIS YEAR TO DATE 23.59\ 6.47% 19.11\ 51 Bl\ RESIDENTIAL 41.66% INDUS/MUNI BLDG 55.9]\ 1).08\ 5.93\ PUB.9T.LIOHTB 0.41% 7.62% 0.72% 8.07% 13.10\ PRV.ST.LIGMTS 0.09% 0.13% 0.05\ 007% CO -OP RESALE 0149% 0.02% 0.00% 01.03% 0.16% SCHOOL 1.94% 0.691 0 00\ . 0.06\ 0.69% 0.00% 0.00% 0.00\ TOTAL 100.00\ 0.361 0.57% LAST YEAR TO DATE 22.031 18.76% 52 09\ RESIDENTIAL 91.131 INDUS /MUNI BLDG 50.46% 17'93% S.BOi 9.591 PUB.ST.LIDHTS 0.10% ].15\ 0.06% 8.08% 13.791 PRV.ST 0.10% 0'151 0.061 0.08% 18.51\ CO JP R8SAL8 RESALE 0.50% 0.02% 0.001 0.171 • 5 ^. HCOL 0.50% 0.00\ 0.05\ .95% 0.70% 0 921 0.00% 0.001 TOTAL - 100 d0\ L_ 0.26% 0.57% 72.051 7.001 -- -- 18.85% -- _5280% TO" OF READING, MASSACMDSE,TS MUNICIPAL LIGHT DSPARTMSNT BUDGETED REVENUE VARIANCE REPORT 3/31/13 SCHEDULE P 1 I • ACTUAL UNDER BUDGET ACTUAL BUDGET % SALES OF ELECTRICITY: YEAR TO DATE YEAR TO DATE VARIANCE • CHAN08 RESIDENTIAL 15,666,635.05 16,287,661.00 (621,226.95) -3.81% COME AND INDUSTRIAL SALES PRIVATE STREET LIGHTING 18,226,259.73 19415,813.00 (791,533.27) -6.16% MUNICIPAL BUILDINGS PUBLIC STREET LIGHTING 147,100.26 151,862.00 (6,361.79) -2,87% SALES FOR RESALE 175,659.76 215,816.00 (60,186.26) - 10.62% SCHOOL 6$7.803.33 664,387.00 (6.503 67) -0.99% TOTAL BABE SALES 36,871,638.11 36,335,562.00 (1,647.963.99) -6.03% TOTAL PURL SALES 27.097.366.86 26,070 69] 00 3,02fi 973 86 12.58% TOTAL OPERATING REVENUE 61,969,006.95 60,606,075.00 1,562,929.95 2.59% PORP6IT8D DISCOUNTS 766,575.31 799,382.00 (56,806.69) -6.86% PURCHASED POMBR CAPACITY 1,631,663.66 1,666,022.00 (15,350.32) -0.93% ENERGY CONSERVATION - RESIDENTIAL 201,611.26 301,608.00 3.26 ENERGY CONSERVATION - COMMERCIAL 328,772.28 362,031.00 (13,156.72) 0.00% -3.80% GAN REVENUE 538,556.53 563,639.00 (5,002.471 -0.93% PAS" CREDIT 1553.532.261 (526,997.00) (33,535.26) 6.39% TOTAL OPERATING REVENUES 66.355.651.73 L660,391.73 _63,618.560.00 2.27% 1 I • ACTUAL UNDER BUDGET TOM OF READING. MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT SCHEDULE OF OPERATING EXPENSES 3 /]1/13 SCHEDULE E al OPERATION EIPENSES: MONTH LAST YEAR MONTE CURRENT YEAR LAST YEAR TO DATE CURRENT YEAR TO DATE YTO % CHANGE PURCHASED POKER BASE EXPENSE 11939 368 12 2.290 711 93 18.]84.)69.68 21.346.162.35 13.64% OPERATION SUP AND ENGINEERING SEP STATION SUP LABOR AND MISC LINE HISG LABOR AND EXPENSE STATION LABOR AND EXPENSE STREET LIGHTING EXPENSE NETER EIPENSE MISC DISTRIBUTION EXPENSE M IER READING LABOR 6 EXPENSE ACCT R COLL LABOR 6 EXPENSE UNCOLLECTISLE ACCOUNTS ENERGY AUDIT EXPENSE ADMZN 6 GEN SALARIES OFFICE SUPPLIES I EXPENSE OUTSIDE SERVICES PROPERTY INSURANCE IN.IURISS AND DAMAGES EMPLOYEES PENSIONS I RENEnTS MISC GENERAL EXPENSE RENT EXPENSE ENERGY CONSERVATION 44,211.19 8,290.67 4],76),73 37.678.02 11,656.54 20,212.22 32,097.11 8.660.70 126,984.75 16.000.00 34.475.69 69,069.76 20,539.30 72.354.O6 39.391.97 3,328.04 97,035.66 10,64S.3S 14,093.53 20,701.00 11,468.68 S,OSO.47 52,724.38 32,702.52 6,818.22 14,890.47 34,282.96 5,331.11 129,714.92 0,333.33 68,299.48 70,71S.S5 21,968.91 72,658.99 29,926.00 2,137.31 229,519.26 7,500.24 18,177.14 55,219.56 391,697.39 63,464.62 501,125.86 354,391.90 89,687.16 185,634.06 253,541.69 69,531.60 1,049,674.39 144,000.00 328,694.51 563,517.41 168,967.71 326.194.90 290,330.93 14,137.38 964,729.23 139,239.70 145,520.41 416,909.79 381,541.37 56,032.53 497.113.71 381,051.25 60,444.46 139,940.31 258,115.99 62.992.65 1,115,179.36 74,999.97 396,802.58 579,345.53 189,755.30 392,311.75 280,09S.43 33,168.68 1,651,958.25 125,423.26 151,136.71 565,600.71 -2.59% - 32.87% -0.74% 7.52% - 32.61% - 24.61% 1.80% -9.46% 6.24% - 47.92% 20.72% 2.81% 12.30% 20.27% -3.53% 134.62% 71.24% -9.924 3.14% 35.67% TOTAL OPERATION EXPENSES _ )25,216 29 913,479.50 6 O 006 i3 ) l93 2)3 81 4.01% MAINTENANCE EXPENSEB3 MAINT OF TPAXSMI9830N PLANT MAINT OF STRUC9 AND EOUIPHT MAINT OF LINES - ON MAINT OF LINES - GO MAINT INT OF LINE TR SPoRMERS NAINT OF ST IT 4 SIG SYSTEM MAINT OF GARAGE AND STOCKROOM MAINT OF METERS MAINT OF GEM PLANT 227.08 51691.59 103,476.04 6,225.61 0.00 (02.10) 51,040.]] 0,535.03 6.357.49 227.08 15,592.93 136,501.12 29,107.51 27,3)1.50 291.29 65,744.17 3,737,98 12.523.89 2,043.74 201.156.37 1.261,765.10 1)18]900 , . 32,762.59 1490.50] 402,319.47 64.606.50 59.465.06 2,043.74 106.593.10 1,149.905.14 119,320.89 120.931.17 2.40 408,324.52 25,477.23 87.409.64 0.00% - 47.01% -8.47\ 5.68% 269.11% - 100.51% 1.49% - 60.63% 16.99\ TOTAL MAINTENANCE EXPENSES 185,279.42 291.097 47 3.135.550 11 2.040.007 99 -5.36% DEPRECIATION EXPENSE 296,027.47 305.469.10 2,664.247.23 2,749,222.62 3.19% PURCHASED POKER PURL EXPENSE 2,585.540.21 2,393,560.37 26,213.544.70 26,329.977.97 -6.68% VOLUNTARY PAYNEMT9 TO TOWNS 113.000.00 114,000.00 11013,186.00 1.019.383.00 0.61% TOTAL OPERATING EXPENSES S,BN.636.51 6.]06.]18.15 59.313.301.]] 60,6]9.026.]7 2.64% • TONE OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUDGETED OPERATING EXPENSE VARIANCE REPORT 3/31/13 u OPERATION EXPENSES: PURCHASED POWER BASE EXP MMES OPERATION $UP AND ENGINEERING BXP STATION SUP LABOR ANO MISC LINE MISC LABOR ANO EXPENSE STATION LABOR AND EXPENSE STREET LIGHTING EXPENSE NRTXR EXPENSE NIBC DISTRIBUTION EXPEN30 METER READING "BOB f EXPENSE ACCT f COLL LABOR 6 EXPENSE UNCOLL6CIISLE ACCOUNTS RNMROY AUDIT EXPENSE "MIN A 0m SALARIES ORRICE SUPPLIES A EXPENSE OUTSIDE SERVICES PROPERTY INSURANCE INJURIES AND DAMAGES EMPLOYEES PENSIONS A BENEFITS MISC GENERAL EXPENSE RENT EXPENSE ENERGY CONSERVATION TOTAL OPERATION EXPENSES MAINTENANCE EXPENSES: MAINS OF TRANSMISSION PLAMT HAIM OF STRUCI AND XGUIPMRNT MAINY OF LINES - ON MAIMT OF LINES - DO MAINT OF LIM TRANSPORMXRS MAIMT OF ST LT A RIO SYSTEM MAIM OF DREADS AND STOCKROOM min OF MI28R8 min of am PLANT TOTAL MAINTENANCE EXPENSES DEPRECIATION EXPENSE PURCHASED POWER FUEL EXPENSE VOLUNTARY PAYMENTS TO TOWS TOTAL OPERATING EXPENSES I ) . ACTUAL UNDER BUDGET SCHEDULE G ACTUAL BUOGZT 16,611.001 -0.64% YEAR TO DATE YEAR TO DATE VARIANCE 31.)66.162.35 606,119.1) 1.34% 2].]99.0)9.00 I1 152.916 651 361,541.37 352,445.00 ]9,096.3) 56,032.53 60,480.00 44,447.47) 497,413.71 493.061.00 4,352.71 381,051.35 336,839.00 42,21].25 60,444.46 62,585.00 (2,140.54) 139,940.31 144.205.00 (4,]64.69) 258,115.99 275.004.00 (16,868.01) 62,952.69 67,951.00 (41998.31) 1,115,179.36 11043,810.00 71,369.36 74,999.97 74,997.00 2.97 396,803.58 362,371.00 34,431.58 579,345.53 571,722.00 7,623.53 189.755.30 190.488.00 1732.70) 39],314.)5 422,431.00 (30,106.25) 280,095.43 353,637.00 1)3.541.5)1 33,160.66 42,587.00 (9,410.32) 1,651,958.25 1,464,159.00 18).)99.25 125,423.26 163,970.00 (38,546.74) 151,136.71 159,003.00 (7,066.]9) 565,600.71 539,133.00 36,467.71 7.393.37].64 7.17],866.00 320.404.64 ],043.)4 2,250.00 (206.]6) 106,593.18 87.109.00 19,484.18 1,149,905.14 902,956.00 246,949.14 139,320.09 124,454.00 14,866.89 120.911.17 142,613.00 (31,681.83) 3.48 ),29].00 (7.]09.52) 408,324.52 304,992.00 (96,667.48) 25,477.23 46,374.00 (20,)96.771 87,409.64 90,334.00 (10.924.36) 2.040.00).99 1.916.374 00 123,73) 99 2,749,232.62 2,737,503.00 11,719.62 26,329,917.97 24,423,183.00 1,907,794.97 1 CHANGE -6.376 8.166 -).356 0.686 1].46% -3.4]6 -].966 -6.146 -7.36% 6.846 0.006 9.506 1.336 -0.306 4.136 -20.606 - 11.1]6 1].836 - ]3.519 -4.956 6.096 3.0)6 -9.176 ]1.376 1).35% 11.956 - 15.]06 - 99.976 - 19.149 - 44.94% - 11.116 6.469 0.436 7.816 11019,383.00 11026,000.00 16,611.001 -0.64% 60 676 026.77 6060 Ole - x'907'00901,00 _ 606,119.1) 1.34% TOM OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT BUDGETED OPERATING EXPENSE VARIANCE REPORT 3/31/13 RESPONSIBLE 468,949.00 REPAIRING SENIOR OPERATION EXPEN981, 2013 ACTUAL BUDGET REMAINING MANAGER ANNUAL BUDGET YEAR TO DATE BALANCE BUDGET % PURCHASED POWER BASS EXPENSE Gp 29.80% R8 671,309.00 30.10] )4] 00 21.]66.16] 35 173,995.29 25.90% 8.156.5)9.65 29.0%% OPERATION SUP AND ENGINEERING BXP STATION SUP LABOR AND PIRO LINE RISC LABOR AND EXPENSE STATION LABOR AND EXPENSE STREET LIGHTING EXPENSE MXTSR EXPENSE RISC DISTRIBUTION REFEREE METER READING LABOR L SEPENEB ACCT R COLL LABOR 6 EXPENSE UNCOLLECIISLE ACCOUNTS ENERGY AUDIT EXPENSE EMIR A GEN SALARIES OFFICE SUPPLIES L EXPENSE OUTSIDE SERVICES PROPERTY INSURANCE INJURISS AND DAMAGES EMPLOYEES PENSIONS 6 BENEFITS MIBC GENERAL EXPENSE RENT EXPENSE ENERGY CONSERVATION TOTAL OPERATION REFEREES MAINTENANCE 8XPINS991 PAINT OF TRANSMISSION PLANT HAINT OF STRUCI AND SUUIPNY MAIST OF LINES - ON MAINT OF LINES - GO PAINT OF LINE TRANSFORMERS PAINT OF 9T IT A SIG SISTER MINT OF GARAGE AND STOCKROOM PAINT OF METERS FAINT OP OEN PLANT TOTAL NAINTENANCE EXPENSES DEPRECIATION EXPENSE PURCHASED POWER FUEL EXPENSE VOLUNTARY PAYMENTS TO TOWNS TOTAL OPERATING EXPENSES R9 468,949.00 361,541.37 37,407.63 18.64% R8 19,813.00 56,032.53 23,780.49 29.80% R8 671,309.00 497,413.11 173,995.29 25.90% RE 440,249.00 381,051.25 67,197.75 14.99% HE 83,106.00 60,444.46 32,661.54 2).2)% RE 191.329.00 139,940.31 S7,304.69 29.08% Rs 366,409.00 258,115.99 108,373.01 29.57% RS 69,946.00 62,952.69 6,993.31 10.00% RP 1,365,210.00 1,115,179.36 ])0.030.64 19.49% RP 100,000.00 )4,999.9) 25.000.03 25.00% OP 419,013.00 396,802.58 02,210.42 11.16% RE 161,060.00 519.345.53 181,722.43 23.88% BE 253,950.00 189.755.30 64,194.30 25.28% 99 501,125.00 392,314.75 114,010.25 22.64% RE 471,500.00 280,095.43 191,404.53 40.59% RE 56,619.00 33,160.68 23,450.32 41.42% R8 1,889,623.00 1,651,958.25 233,664.15 12.58% RS 200,785.00 125,423.26 )5,361.)4 31.53% RE ]1],000.00 151,136.71 60,863.29 28.71% Jp 697,983.00 565,600.71 132,382.29 18.97% 8.83) 105 00 ).)93 3)2 81 ].006.)93 16 11.14% • RB 3,000.00 2,043.74 956.16 31.88% IS 114.120.00 106,593.18 7,526.91 6.60% RE 1,250,421.00 1,149,905.14 100,515.86 8.04% RE 285,371.00 139,320.89 146,050.11 51.18% Ks 188,500.00 120,931.11 67,568.83 35.85% Rs 9,684.00 2.48 9,681.52 99.97\ HE 672,589.00 408,3]4.5] 264,264.48 39.19% HE 41,392.00 25,4)).23 21,914.17 46.24% RP 131,320.00 81,409.64 43,910.36 33,44% ].811 401 00 ].010,00).99 662 389.01 23.51% RP 3,650.000.00 2,749,222.63 900,))1.38 24.68% Sp 301500.000.00 26,319,911.97 4,170,022.03 13.61% RP 11368,000.00 1,019,393.00 348,611.00 25.48% B1. 16]. 500.00 60 378,026.11 16. BI S. ll8.23 30.11\ • taw li TONS OF READING, MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENT PROFESSIONAL SERVICES 3/31/3013 PROFESSIONAL EERVICEH BY PROJECT PROFESSIONAL SERVICES BY VENICE ITEM DEPARTMENT ACTUAL BOUGHT VARIANCi 1 MD AND PENSION TRUST AUDIT PEES ACCOUNTING 31,750.00 STORE CONSULTING INC. 2,895.50 RUBIN AND RWMAN 1 PENSION ACTUARIAL EVALUATION ACCOUNTING 1],056.00 31,150.00 30,35].50 500.00 CHOATE MALL A STEWART 3 LEGAL- F9RC /ISO ISSUES ENERGY SERVICE ] ,)$0.00 0.00 6$,663.55 3,)50.00 CARRY WOOTZRE ARBITRATOR 4 LEGAL- POWER SUPPLY ISSUER ENERGY SERVICE 0.00 13,500.00 $,516.99 (13,500.00) CMEEC 5 PROFESSIONAL JM ASSOCIATES 25,317.8S ]3,)50.00 1,733.50 IS,63$.151 COGSDALE 6 CERAND A NBAC COMPLIANCE AND AUDIT ENERGY SERVICE 9,939.80 18,000.00 192,311.75 (8,060.301 7 CAPACITY STUDY S [ 1 p 10.357.50 11,500.00 (3,311.50) 8 STRO HANDANL, STUDY ENGINEERING 0.00 11x150.00 111,150.001 9 LEGAL LEGAL- GENERAL, MMNEC AUDIT ENGINEERING 0.00 50,000.00 (50,000.00) SO LEGAL SERVICES-GENERAL 03,360.01 111,500.00 ❑4,139.191 11 LEGAL CERVICES- NEWTIASI0R8 NR 110,171.80 15,600.00 61,4)1.10 11 LEGAL GENERAL 6],115.1) 16.400.00 16,115.17 13 SURVEY OD NAY BLDG. MINT. 10,300.90 11115.00 9,175.90 1f ENVIRONMENTAL BLDG. MAIN]. 0.00 3,753.00 13,753.001 15 ENGINEERING RING BLDG. MAIM). 0.00 1,753.00 ❑.)51.001 16 REPAIR AND, DEC, REPAIR RAMP AND TACT AREA BLDG IIAIN•1, 11,110.05 6,390.00 ),)10.05 1) INSURANCE CONSULTANT BANG. MAIM. 0.00 30.000.00 130,000.001 18 CD3. BENEFIT 0.00 ),19),00 0,197.401 19 SITE BIT[ AL FOR MAJOR UPGRADE GEM. BENEFIt ACCOUNTING 099.60 3,)51.00 (1,053.101 10 GENERAL BANTRUPTCY BANKRUPTCY 1,056.]) 0.00 3,056.17 ll a %BCUTIVE 98ANCX- ON ACCOUNTING 1, 444. 00 0.00 1,444.00 TOTAL ON 31 500.00 0U . 00 11 50000 392,314 75 U$, 1 00 (3 390!3052, PROFESSIONAL SERVICES BY VENICE ACTUAL MELANSON HEATH 6 COMPANY HUDSON RIVER ENERGY ORO" 33,500.00 STORE CONSULTING INC. 2,895.50 RUBIN AND RWMAN ], TS0.00 UTILITY SERVICES INC. 1],056.00 DUNCAN 6 ALLEN 30,35].50 CHOATE MALL A STEWART 11,0)6.93 MERGERS TORREY 6 SPENCER 16$,693.96 RICHARD HIGGINS ARBITRATOR 6$,663.55 CARRY WOOTZRE ARBITRATOR $,)10.00 MICHAEL BROWN ARBITRATOR 2,81$.00 WILLIAM E. CROWLEY ATTORNEY $,516.99 CMEEC 2,$80.00 JM ASSOCIATES 7.016.00 DACRI 1 ASSOCIATES LLC 1,733.50 COGSDALE 31,500.00 $,056.3) TOTAL 192,311.75 113) RMLD BUDGET VARIANCE REPORT FOR PERIOD ENDING MARCH 31, 2013 DIVISION ACTUAL BUDGET VARIANCE CHANGE ENGINEERING AND OPERATIONS 3,250,859 3,058,328 192,531 6.30% ENERGY SERVICES 998,703 957,133 41,570 4.34% GENERAL MANAGER 732,119 676,129 55,990 8.28% FACILITY MANAGER 2,916,149 2,934,414 (18,265) -0.62% BUSINESS DIVISION 7,006,488 6,927,640 78,848 1.14% SUB -TOTAL 14,904,318 14.557 644 350,674 2.41% PURCHASED POWER - BASE 21,346,162 22,799,079 (1,452,917) -6.37% PURCHASED POWER - FUEL 26,329,978 24,422,163 1,907,795 7.81% TOTAL 62.580,459 1.30% 61,714 906 805 553 .a J RNLD DEFERRED PURL CASH RESSRVE ANALYSIS ® 3/31/13 DATE GROSS CHAROII REVENUES NYPA CRIDIS MONTHLY OIFRRRW TOTAL DIFIRARD Jun -12 Jul -12 3,561,715.28 3,69],863.61 (61,106.90) (169,9)8.5)) Aug-12 3,5)8,611.]0 2,916,9)8.35 (66,365.80) (707,998.65) , 0, 21]065.91 Sap -12 2,666.309.32 3.686,769.65 (6),6)6.80) 792,961.33 1,612,06).]6 Oct -12 2,595,375.65 2.389,167.98 168,)81.26) (255,008.75) 2,]05,028.59 Nov -12 2,)66,81).26 2,)60,129.6) (22,566.16) (]),253.9)) 1,950,019.86 Dan -12 2,868,712.69 2,987,20S.82 (68,965.36) 69,627.77 1,922.)65.8) Jan -13 2,523,166.59 3,0)6,26).65 (70.691.63) 682,609.23 1,9)2,193.66 Tab -13 3,197,709.79 3.030,833.31 (77,861.37) (666,)1).95) 2,656,60].8) Mar -13 2,393,560.37 2.979.111.50 (116,736.96) 669,016.17 2,009,886.92 2,6]8,901.09 (161 RNLO STAFFING R8P00.2 rpN FISCAL VeAR CNDING JVN6. $01) CONTRACTORS J w LINE TOTAL 11 Nw XUL AM rrr O(T NOV OrC JAN as NAp ORANp TOTAL TOTAL 12 II 13 li 11 13 13 13 13 am3RRAL 32AI3AaiC GE RA6 MANAaSA 3.00 3.00 1.00 2.00 2.00 2.00 3.00 2.00 3.00 1.00 A MM ArrOORc.2 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 CMKMiTY RELATIONS s.o0 1.00 1.00 1.00 l.aa y o0 1 00 1.00 1.00 1.00 TOTAL 6.00 6.00 6.00 6.00 6.00 00 6 00 6 O0 00 1 00 3.00 ROAISRSR ACCOUMTIMO 3.00 3.00 2.00 2.00 1.00 2.00 3.00 3.00 2.00 3.00 CUSTOMS St"ICE 7.75 7.75 7.75 7.25 7.75 7.25 7.73 7.75 7.75 7.75 "MT INrOrNATION SYS 6.35 6.00 6.00 6.00 6.00 6.00 6.00 6.00 NSTLLRNEOVB 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1 00 6.00 1 00 6.00 1.00 TO TOTAL 17.00 16.73 16.25 16.25 16 TS 16.75 16.75 15.75 16 25 16.75 <NOINR263190 i ORZEATIMS AM t60 MIMZRINO 3.00 3.00 1.00 1.00 1.00 1.00 2.00 2.00 2.00 2.00 LT. 9.00 3.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 KRTRR 21.00 21.00 31.00 21.00 21.00 21.00 21.00 21.00 21.00 21.00 STATTON 6.00 3.00 1.00 3.00 3.00 3.00 3.00 3.00 3.00 1.00 TOTAL 9.00 6.00 9.00 6.00 9 00 a 00 B 00 a 00 B 00 60.00 35.00 39.00 36.00 11.0 31 00 l9 00 l9 00 39 O0 0 F10,3RCi .ul.. O 2.00 2.00 3.00 2.00 2.00 2.00 2.00 2.00 2.00 OENSML 6aSr2T6 2.00 1.00 2.00 2.00 3.00 2.00 2.00 TRANSPORTATION 2.00 2.00 2.00 2.00 MATERIALS Mmfl' 6.00 3.00 6.00 6.00 4.00 6 00 6 00 TOTAL B.00 6.00 9.00 8.00 a 00 ♦ 00 4.00 .... B 00 B 00 6.00 ZRZJUW. RRtVICER ..w SENVICES 5.30 6.50 6.50 6.10 6 SO 6 SO 4.3 0 9 50 5.50 TOTAL s.10 6 So 6.s0 6.so 6 s0 6 so 6 90 s sa 5 s 50 RMLD TOTAL 76.50 70.35 71.29 71.29 71.25 71.25 72 73.25 .25 73.25 71.25 CONTRACTORS w LINE TOTAL 2.00 3.00 2.00 i o0 ].00 2 Ao 3.00 S.oa ] 00 2 00 2.00 2 00 ] o0 ) 00 2.00 2 0 '002 00 0 2 ORANp TOTAL 71 50 72.23 7).]1 7).23 73.2s 73.25 26.35 75.23 2S.25 73.25 0 (15) RMLD COD Reading Municipal ight Department !L POWER FOR t NfiaA9UN5 230 Ash Sueer P.O. Box 150 .` Reading, MA 01867 -0250 u Tel: (781) 944-1340 FEE: (781)942 -2409 Web: www.rmid.com May 17, 2013 Town of Reading Municipal Light Board Subject: Sicame Connectors On May 1, 2013 a bid invitation was placed as a legal notice in the Reading Chronicle requesting proposals for Sicame Connectors for the Reading Municipal Light Department. Specifications were emailed to the following: WESCO HD Supply Genergy Corp Power Tech (UPSC) Shamrock Power Sales Hasgo Power Robinson Sales EL Flowers Power Sales Group J.F. Gray & Associates MetroWest Electric Sales HD Industrial Srvs. Bids were received from WESCO, Yale Electric Supply, Graybar and UPSC. The bids were publicly opened and read aloud at 11:00 a.m. May 16, 2013 in the Town of Reading Municipal Light Department's Board Room, 230 Ash Street, Reading, Massachusetts. The bids were reviewed, analyzed and evaluated by the Interim General Manager and the staff. Move that bid 2013 -34 for Sicame Connectors be awarded to Graybar for a total cost of $52,860.00 Item Quantity Description UU.CoSI Net Co 1 6000 Sicame Parallel Grove Connectors #TTD2710FB -T -UNI $8.81 $52,860.00 as the lowest qualified bidder on the recommendation of the Interim General Manager. Move that bid 2013 -34 for Sicame Connectors be awarded to: WESCO for a total cost of $17,610.00 Item Ouanti t Description Unit Cost Net Co 2 3000 Sicame Parallel Grove Connectors #TTD1510FT $5.87 $17,610.00 as the lowest qualified bidder on the recommendation of the Interim General Manager File: Bid /FY13 Bids /Sicame Connemm /2013 - 4 ATTACHMENT 6 RMLD CO) —ding Municipal Light Department aL ER FOP G PnT10N5 230 Ash Street. P.O. Box 150 Reading, MA 018674)250 This purchase will be placed in inventory and will be charged to service upgrade projects and new customer service connections. Kin Sullivan Peter Price File: Bid /FY13 Bids /Sicame Connxtors /2013 -34 Le L99j }\ / / ! \7 ))° \� �j \� .!\ \ 5.5 \/ \\ / \ 00 ! ! ! \( ! AFT H'' ■ § ���, zz�§ ,�, t§ \r) |�) ,;`| !_ . ■, , ,!= m!= , _! )( out »/� !!� §+ §/ | 8 @` R e§ ;, !§§ §! ,. ■|§ � ■_ ,!_ ;,_ �!_ �l = !- _ all ! §| §!! §! }\ -1i �,! ;!, !� ■�° . /) too Q ! �; /| /! !!' �.� ( all !\ ■; >r, ! |!§ > §! ! §! ! || >)$ § |k ;■ | |!� Jeanne Foti r_rom: Kevin Sullivan Sent: Monday, April 22, 2013 10:55 AM To: David Talbot Cc: RMLD Board Members Group; Jeanne Foti; Bob Fournier; Beth Ellen Antonio; Jane Parenteau; Dave Poison Subject: FW: Account Payable Warrant Questions - April 19 Dave; While these points are all operating decisions and I appreciate your point of view, be assured that I have given the first question complete consideration. I am mindful that our discussion this coming Wednesday for the NSTAR and Middleton overpayments has resulted in an unrecoverable net loss of $1. IM to the ratepayers of the RMLD (per footnote 20 of the audited financials). The A/P warrant questions while not insignificant, pale in comparison to the processes and possible changes Melanson and Heath will be reviewing in Energy Services. This is an area where change will produce a fruitful outcome. Please see my responses to your questions embedded below. . .ix. &h. Reading Municipal Light Department Interim General Manager om: Jeanne Foti nt: Monday, April 22, 2013 6:48 AM To: Kevin Sullivan Subject: Account Payable Warrant Questions - April 19 Talbot Choate Hall Stewart LLP — Why are we paying $6S0 /hour —are we shopping this around? There was a time when the RMLD used town counsel which resulted in the professional employees joining a union and therefore becoming represented. That issue aside, Choate, Hall and Stewart have been employment counsel representing the RMLD on labor issues for over 20 years. I do realize $650 /hr. quickly adds up yet believe there is significant value to a legal counsel (Tom Shirley, Esq.) that is able to react to a landscape of familiarity, having a complete understanding of three contracts, and an historical grasp of all issues surrounding the employees of the Department. Undoubtedly, this has saved hours of explanation and cost. In addition, Choate, Hall and Stewart has lost two arbitrations in 20 years of representing the RMLD's interests. 2. Elite Pressure Washing —why spend $14,430 to wash trucks — do it in house? The Department has two Facilities individuals who perform many electrical /mechanical duties. These two employees have full days maintaining the trucks and buildings. I consider the scheduled pressure washing a good use of external resources. Professional pressure washing firms are set up with the proper equipment and here at the RMLD, Elite effectively spends double the time washing our fleet in the Winter than in the • Summer due to the salt contamination. 3. Bottled Water (2 bills) — (Suggest we eliminate this.) This bottled water is of the 5 gallon container type. This water is brought in for the E &O crews, keeping the crews hydrated while they are working in the field and at substation 4. Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781- 942 -6434 Phone 781- 942 -2409 Fax Please consider the environment before printing this e-mail. • Jeanne Foti m: Kevin Sullivan Monday, April 29, 2013 8:59 AM To: David Talbot Cc. Fournier; Maureen Hanifan; Jeanne Fob Subject: FW: Account Payable Warrant -April 26, 2013 Commissioner Talbot; Please see the response below to your question regarding Next Step Living. .`�rlr caw Reading Municipal Light Department Interim General Manager From: Maureen Hanifan Sent: Monday, April 29, 2013 8:33 AM To: Kevin Sullivan Subject: RE: Account Payable Warrant - April 26, 2013 Kevin, As part of the invoicing and payment process, Next Step Living is required by RMLD to supply a copy of the actual audit report which we will use for future analysis. Now that we have the audit pre - process in order we are moving on to l=velop a post -audit process which will include contacting the customer to see if and when then will implement some or If of the audit recommendations. Please feel free to contact me with any and all questions. Mkh r -9 Maureen K. Hanifan Customer Service Manager Reading Municipal Light Department 230 Ash Street Reading, MA 01867 781- 942 -6480 mhanifan(cbrmld.com From: Kevin Sullivan Sent: Monday, April 29, 2013 7:38 AM To: Maureen Hanifan Cc: Bob Fournier Subject: FIN: Account Payable Warrant - April 26, 2013 NL)o n: At rolanli l annmd on the At grnre that reudted in the, rPdiK to ttie RMLD (,in you answer the queshans front Conm.i v:um.•r rilhoN �'Vax. CIA . RP Idint Pd if! u timI Li,lht 11. 1) 111 1r Will G „n,.. t! ht an.np,r From: Jeanne Foti Sent: Monday, April 29, 2013 6:10 AM To: Kevin Sullivan Subject: Account Payable Warrant - April 26, 2013 Talbot 1. Next Step Living —Nice job Maureen in reviewing the energy audits closely, and getting credit back to RMLD. Question: Do we know whether customers follow through on recommendations? And do we get CCd on the energy audits? Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781- 942 -6434 Phone 781- 942 -2409 Fax Please consider the environment before printing this e-mail. CJ 11 Accolades all around on the diligence that resulted in the credits to the RMLD. Can you answer the questions from Commissioner Talbot? • .1%.k 9A. Reading Municipal Light Department Interim General Manager From: Jeanne Foti Sent: Monday, April 29, 2013 6:10 AM To: Kevin Sullivan Subject: Account Payable Warrant - April 26, 2013 Talbot 1. Next Step Living— Nice job Maureen in reviewing the energy audits closely, and getting credit back to WLD. Question: Do we know whether customers follow through on recommendations? And do we get CCd the energy audits? Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 1 942_6414 Phone Foti From: Kevin Sullivan Sent: Monday, April 29, 2013 3:24 PM To: David Talbot Cc: Bob Fournier, Maureen Hanifan; Jeanne Foti Subject: RE: FW: Account Payable Warrant - April 26, 2013 Dave; Please see my responses below. X& Reading Municipal Light Department Interim General Manager From: David Talbot rmailto•talbot davidCdamail comj Sent: Monday, April 29, 2013 2:33 PM To: Kevin Sullivan CC: Bob Fournier; Maureen Hanifan; Jeanne Foti Subject: Re: FW: Account Payable Warrant - April 26, 2013 Thanks. It's confusing talking about audits of (energy) audits. I was wondering: • I: Do we know the results of the energy audits? (Meaning, do we know which properties have the most to gain from having work done? No Or, if an energy audit revealed that a home has an electric water heater, would we find that out? We have tiwnd it really depends upon who the auditor is. Knowing this, in our meeting with Next Step Living (circa March). %ve had requested to know if the customer has an electric water heater to update our database.) 2: Do we know whether the customer ever followed up and had work done in response to the energy audit? No. In other words, do we have data out of these energy audits, other than the fact that they were performed? \o. We grin ide the scn ice and if the customer lidluw, up it is completely up to them, depending upon perceicrd value. en¢t banelit, nisunner impact. etc. Thanks Dave On Mon. Apr 29. 2013 at 8:58 ASI. Kevin Sullivan ksullk an',i rrnhL-Cunp rt role: I'lanc .:c 16. r. �p, m.. Gil „e In �, iu'gtn -.u,•u r. �_,uJmp \..t �4p I r. r. r, W. Reading Municipal Light Department Interim General Manager From: Maureen Hanifan Sent: Monday, April 29, 2013 8:33 AM To: Kevin Sullivan Subject: RE: Account Payable Warrant - April 26, 2013 KeN in, As part of the imuicing and payment process, Next Step Living is required by RMLD to supply a copy of the actual audit report which we will use for future analysis. Now that we have the audit pre- process in order we arc nim ing onto develop a post -audit process which will include contacting the customer to sec if and when then will implement some or any of the audit recommendations. Please feel free to contact me with any and all yuealwns. Midi 0 Maureen K. Hanifan Customer Service Manager Reading Municipal Light Department 230 Ash Street Reading, MA 01867 781- 942 -6480 mhanifan(a3)rmld.com From: Kevin Sullivan Sent: Monday, April 29, 2013 7:38 AM To: Maureen Hanifan CC: Bob Fournier Subject: FW: Account Payable Warrant - April 26, 2013 Jeanne Foti From: Kevin Sullivan Sent: Monday, May 06, 2013 10:20 AM To: RMLD Board Members Group Cc: Jeanne Foti Subject: RE: Account Payable Questions - May 3 Please see responses below. .hau�cJUf. Reading Municipal Light Department Interim General Manager From: Jeanne Fob Sent: Monday, May 06, 2013 6:22 AM To: Kevin Sullivan Subject: Amount Payable Questions - May 3 Stempeck J 1. Zion Bank — Could you give quick explanation of why the continuous (5) refunds? Zion Bank was the owner of the property at 299 Main St., Wilmington. MA. • The building has four units (services), plus another service for the house meter. Each service was charged a Security Deposit when they signed up for electrical service in January 2013. Deposits plus Interest is refunded on accounts when they are Final Billed, any balance due RMLD is deducted from the Deposit /Interest credit any remaining credit is refunded to the customer. 2. Atlantic Elevator— Where do we have an elevator? Quarterly inspections? The elevator is across from the corridor that goes to the cafeteria /rest rooms and provides a means to access the mezzanine mechanical and electrical rooms. We do quarterly inspections for this piece of equipment. Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781 - 942 -6434 Phone - 781 - 942 -2409 Fax Please consider the environment before printing this e-mail Jeanne Foti om: Jeanne Foti Sent: Tuesday, May 07, 2013 6:05 AM To: Accounting Group Cc: Kevin Sullivan; Patricia Mellino Subject: Payroll Tracking: Reciplent Accounting Group Kevin Sullivan Patricia Mellino bfoumier ®RMLD.com skazanjian @RMLD.com wmarki.icz ®RMLD.com Good morning. There were no Payroll questions for May 6. Thanks. nne Foti ading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781- 942 -6434 Phone 781- 942 -2409 Fax Please consider the environment before printing this e-mail. u "IV" Delivered: 5/7/7013 COS AM Delivered: 5/7/2013 6:05 AM Delivered: 5{112013 605 AM Delivered: 5/7/2013 6:05 AM Delivered: 5/7/2013 6:05 AM Foti From: Jeanne Foci Sent: Monday, May 13, 2013 5:59 AM To: Accounting Group Cc: Kevin Sullivan; Patricia Mellino Subject: Account Payable Warrant - May 10 Tracking: Recipleot Accounting Group Kevin Sullivan Patricia Mellino bfownier @RMLD.con, skazanjian @RMLD.com wmadne,vicz @RMLD.com Good morning. There were no questions for the Account Payable Warrant - May 10. Thanks. Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781- 942 -6434 Phone 781 - 942 -2409 Fax Please consider the environment before printing this e-mail. Delivery Delivered: 5/1312013 5:59 AM Delivered: 5/13/2013 5:59 AM Delivered: 5/13/2013 5.59 AM Delivered: 5/13/2013 5:59 AM Delivered: 5/13/2013 5:59 AM • • Jeanne Foti om: Kevin Sullivan Sent: Monday, May 20, 2013 10:21 AM To: John Stempeck Cc Jeanne Foti Subject: RE: Account Payable Warrant - May 17 John; Coble Corporation is a world -wide leader in power transformer and equipment maintenance information and testing. Not only do they manage a decades old repository of information for client utilities to utilize but being Boston - based, they organize an annual convention downtown that is a can't miss for our engineers. `.Xa� :w cSuU. Reading Municipal Light Department Interim General Manager From: Jeanne Foti Sent: Monday, May 20, 2013 9:53 AM To: Kevin Sullivan Subject: Account Payable Warrant - May 17 Stempeck ® 1. Doble — Curious what we do with them? Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781 - 942 -6434 Phone 781- 942 -2409 Fax Please consider the environment before printing this e-mail. H Jeanne Foti From: Sent: To: Cc: Subject: Tracking: Good morning. Jeanne Foti Tuesday, May 21, 2013 6:16 AM Accounting Group Kevin Sullivan; Patricia Mellino Payroll Recipient Accounting Group Kevin Sullivan Patricia Mellino bfourn,w @RMLD.com skazanjian @RMLD.com wmarklevv,u @RMLD.com Bob Fournier Wendy Markiaiiicz There were no Payroll questions for Monday, May 20. Thanks. Jeanne Foti Reading Municipal Light Department Executive Assistant 230 Ash Street Reading, MA 01867 781 -942 -6434 Phone 781- 942 -2409 Fax Please consider the environment before printing this e-mail. Delivery Delivered: 5121/2013 6:17 AM Delivered: 5/21/2013 6:17 AM Delivered: 5/21/2013 6:17 AM Delivered: 5/2112013 6:17 AM Delivered: 5121/2013 6,17 AM Read Read: 5/21/201312:55 PM Read: 5/21/2013 724 AM Read: 5/21/2013 8:26 AM `sa/ • 11