HomeMy WebLinkAbout2020-01-07 RMLD Board of Commissioners Minutes or RE�E�LJRK
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Meeting Minutes REAWNGI,. MA•
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Board - Committee - Commission - Council:
RMLD Board of Commissioners
Date: 2020-01-07 Time: 07:30 PM
Building: Reading Municipal Light Building Location: Winfred Spurr Audio Visual Room
Address: 230 Ash Street Session: Open Session
Purpose: General Business Version: Final
Attendees: Members- Present:
David Talbot, Chair; John Stempeck, Vice Chair; Thomas O'Rourke,
Commissioner; David Hennessy, Commissioner; Philip B. Pacino,
Commissioner
Members- Not Present:
Others Present:
RMLD Staff: Coleen O'Brien, General Manager; Hamid Jaffad, Director of
Engineering and Operations; Charles Underhill, Director of Integrated
Resources; Wendy Markiewicz, Director of Business, Finance and Utility
Technology; Zachary Barton, Tracy Schultz, Executive Assistant
Vivek Soni, Citizens' Advisory Board
Minutes Respectfully Submitted By: Philip B. Pacino, Secretary Pro Tem
Topics of Discussion:
Call Meeting to Order
Chair Talbot called the meeting to order and read RMLD's Code of Conduct. Chair Talbot
announced that the meeting is being videotaped at the RMLD office at 230 Ash Street, for
distribution to the community television stations in North Reading,Lynntield, and Wilmington.
Chair Talbot asked Mr.Pacino to serve as Board Secretary.
Public Comment
There was no public comment.
Chair Talbot stated that the CAB met immediately before the Board. Mr. Soni stated that the
main topic was a financial update.Chair Talbot added that the
Approval of Board Minutes
Mr. Pacino made a motion, seconded by Mr. Hennessy that the Board approve the meeting
minutes of July 18, 2019 and September 19, 2019 on the recommendation of the General
Manger.
Motion Canted:5:0:0.
Payment to the Town of Reading
a.Payment to the Town of Reading
Mr. Pacino made a motion, seconded by Mr. Hennessy that the Board of Commissioners vote to
request the Citizens' Advisory Board to review and comment on three payment options
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Payment to the Town of Reading
a. Payment to the Town of Reading
presented by the (1) ENE study, and the (20) GM (in concert with the Business Finance Director)
and provide such feedback to the Board of Commissioners for their final approval of the Town of
Reading payment.
Option 1:Transition over five years to a formula based on annual kWh sales of 3 mils per kWh.
Option 2: Extend existing $2.48 million payment through 12/30/21; then, effective on the 7/1/22
payment, move formula to approximately the average mil/kWh over the last 3
years at 3.75 mils.Continue payment schedule of two payments per calendar year,
calculated for the payment year using 3.75 mils of the previous calendar year's audited
financial kWh sales.
Option 3: Freeze at current$2.48 million for 10 years with last payment 12/30/2029
Motion Cabled:5:0:0.
Chair Talbot stated that there are tables posted on the website. Ms. Markiewicz explained the
reasoning behind the options being presented are to maintain the strategic financial plan and
the RMLD mission statement,to cover the cost of production, to cover all town payments above
and below the line, to minimize projected annual rate increases, remain competitive in the
middle of the rate comparison classes, cover capital improvement plan and all scheduled
construction transfer from operating fund, to depart from the temporary eight percent rate of
return to a six percent rate of return, maintain two to three times the monthly operating
expenses to operating cash ratio, preclude conversions of operating income rations to town
payments, to continue financial due diligence and financial planning to review electric sales,
expenses, capital outlay, rate comparisons, the rate of return, operating fund,system status and
other financial obligations. The first option is based on the Energy New England study, which
says RMLD should get to three mils per kWh sale for the Town of Reading payment. This is the
below the line payment. The transition will occur over five years. It would start at 3.5 and go
down each year to Calendar Year 2029 and ending at three mils at a payment of $1.9 million.
This is based on sales staying flat. Mr. O'Rourke asked why RMLD was projecting flat, rather than
declining, sales. Mr. Underhill explained that the electrification program, including the electric
vehicle and heat pump programs, will provide growth and sales opportunities. Some of the
reductions in load over the last seven or eight years due to efficiency and economics effects
have stabilized. There are new apartment complexes. Mr. Underhill stated that based on what
he has been seeing, changes in the economy and the slowing of efficiency, he is predicting
sales remaining flat. As electrification programs accelerate, RMLD may see a half to a one-
percent increase in load growth.
Ms. Markiewicz stated that option two is based on the RMLD strategic plan. An average of 3.78
mils per kWh sales is the flat 655 million kWh sales as compared to $2.48 million. RMLD would be
willing to go to a 3.75 stable mils per kWh sales through 2027. That would drop the payment
slightly from$2.480,000 to$2,458,000.It would be a stable formula to work with.
Ms. Markiewicz explained that the third option would entail RMLD continuing with the$2,480.000
payment over a ten-year period.The amount would freeze. Ms. Markiewicz added that all three
options are pending catastrophic events or an unanticipated decline in kWh sales.
Vice Chair Stempeck stated that the options based on mils could result in the payment going up
if sales were to increase. Ms. Markiewicz stated that the intention is to use an indicator of the
health of the utility for the formula.Mr. Pacino stated that in option three everyone wins but he is
concerned about what the process will be in future years when the formula needs to be
revaluated. Ms. Markiewicz stated that in past meetings it was discussed that the Commission
would choose an option and would also choose a timefrome to readdress the situation. Chair
Talbot stated that the spirit of option two keeps the payment Bat but ties it to sales. Ms.
Markiewicz stated there is note bene that given the current financial status of the RMLD, a rate
increase of up to five percent is projected over the next ten years to meet strategic financial
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Payment to the Town of Reading
plan objectives and any catastrophic event or steady decline in kWh sales could impact the
objectives and the payment option.Vice Chair Stempeck stated the options represent a best
effort going forward, and if extenuating circumstances occurred there would be no promises.
Mr. Hennessy clarified that if option three was chosen and sales were to drop, then the rates
would have to go up. Ms. Markiewicz affirmed. Mr. Hennessy then clarified that with option two,
if sales drop then the payment would drop, and there would be no rate Increase (associated
with the payment). Ms. Markiewicz affirmed and stated that regardless of what kWh sales are,
RMLD would be paying 3.75 mils, so if kWh sales drop then the payment would drop. If sales
increase: the payment would also increase. Mr. Hennessy commented that option is more of a
win-win. Chair Talbot stated that should encourage municipals to promote electrification. Mr.
Hennessy stated that option one is clearly the healthiest option for RMLD but would affect the
Town's budget the most. Chair Talbot stated the CPI payment has gotten out of control. Vice
Chair Stempeck stated the options will go to the CAB and they can get back to the Board. Mr.
Pacino suggested taking option three off the table. Mr.O'Rourke stated that the Town is looking
for predictability,that a timeframe of five years would be beneficial,and that there needs to be
a threshold for if kWh sales dip below a certain point. Chair Talbot stated that the Board would
be able to revisit the formula at any time.Ms.Markiewicz stated that first and foremost,the RMLD
is responsible to ratepayers and the reason for the third option was to address the Town's need
for a consistent number. Ms. Morkiewicz stated that she and Ms. O'Brien had discussed that if
option three was chosen, that if there was a decrease in kWh sales three years in a row, then
there would be a move to adjust the formula. Chair Talbot stated that tweaks can be made
when the Board is at the point of deciding but at this point the Board is only sending options off
to the CAB for input.Mr. Pacino asked Mr.Soni for his opinion.Mr.Soni replied that he will tell the
CAB that the Board is coming up with proposals that they would like the CAB to review, have a
discussion, and make a recommendation. Mr. Soni stated that at the CAB meeting earlier that
evening, it was discussed that the Town of Wilmington is looking to plan 18 months out. Mr. Soni
asked if the lag in the system would accounts for the Town's budgeting. Ms. O'Brien stated that
the lag would be that the formula would be based on the previous audited year's kWh sales. Ms.
O'Brien clarified that the conversation in the CAB meeting was about how there was no rate
increase for Calendar Year 2020, however, the projection of a potential rate increase for the
second half of a Town's Fiscal Year 2021 would be communicated prior to the start of the Town's
budget. Ms. O'Brien stated she wasn't aware until this evening that Wilmington starts its budget
for 2021 in November 2019. Regardless of whether calendar or fiscal year, RMLD was never able
to project 18-months out. The RMLD will continue to provide Town fiscal rate input in March, as
has previously done. RMLD has currently a six-year-plan that shows a rate increase every single
year; the next couple of years the rate increases are scheduled to be augmented by rate
stabilization. Ms. O'Brien stated that regarding the payment, RMLD spent a lot of time evaluating
what is an indication of the health of the utility.Chair Talbot reiterated that the options are being
sent to the CAB for feedback and then the Board will make a decision.
Ms. O'Brien's evaluation
a. Discuss evaluation methodology presented by Mr. Hennessy together with any amendments
Mr. Hennessy explained that the current performance evaluation system is outdated and could
be more effective.The current evaluation is only done once a year and current HR trends are to
review performance closer to when it occurs. Mr. Hennessy added that using a numerical ratings
system stifles conversation and combining performance and pay conversations stifle dialogue.
Mr.Stempeck stated that the Board should agree on a decided number of goals for Ms.O'Brien
and stated that the evaluation needs to tie in with Ms. O'Bren's contract. Mr.O'Rourke and Mr.
Hennessy presented a document they prepared. Mr. O'Rourke explained that the idea is to
simplify the process and make it quick, smooth, and efficient. It provides multiple opportunities
for dialogue and communication. The old process focused on post behavior, the new process
Wit focus on how to improve current performance and development. Studies suggest that the
old system is adversarial. The new system will be collaborative, focus on team success, and will
build upon strengths.It is a goal and project review,will help with obstacles and challenges,will
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Ms.O'Brlen's evaluation
a. Discuss evaluation methodology presented by Mr. Hennessy together with any amendments
acknowledge successes, and The role of the Commissioners will be to provide coaching. Vice
Chair Stempeck states he's unaware of any corporation that does this for their CEO and that the
Board's role is to hire the General Manager and make capital level approvals; this moves the
Board into a different sphere of influence,which he is all for. Mr. O'Rourke stated that there will
still be an annual compensation review, but it will be tied into the quarterly check-in. Chair
Talbot stated this will be an action item for the next meeting.
2020 Board and GM Goals-discussion and potential action Item
Vice Chair Stempeck stated that the members of the Board should each come up with five
goals for the General Manager to be circulated before the next meeting.The Board can then
pick three and vote on them. Ms.O'Brien stated that RMLD's primary goal is to provide reliable
electric service.Choir Talbot stated the Commissioners will send their goals to Ms.Schultz and
then the Board will whittle the list down for the next meeting.
Ms.O'Brien stated that her contract requires that she get Board approval to carry over unused
vacation time.
Mr.Patin made a motion,seconded by Mr. Hennessy,to authorize the General Manager to
move any unused vacation time from calendar year 2019 to the first quarter of 2020.
Motion Carried:5:0:0.
Integrated Resources Division
a. Power Supply Report-September,October and November 2019
Mr. Underhill stated that if RMLD could add 1,700 electric vehicles to its service territory that
would represent one percent of its load. There are currently between 250 and 400. Mr. Underhill
stated that power supply is very stable but that he has asked his team to track the volatility of oil
and gas prices. RMLD's exposure is limited. RMLD is going to finish the year below budget
expectations.The cumulative differential is about two-and-half-million dollars below budget. Mr.
Underhill reviewed capacity and transmission costs and the resources used throughout the year.
Many of the contracts are expiring in the next year.
b. Power Supply Report
Mr. Underhill discussed what the portfolio has been comprised of for the last ten years.There is a
bubble of capacity costs,which are now dropping down.Transmission costs are growing. Energy
costs have been stable. Mr. Underhill explained that RMLD will have open positions and will need
to decide whether it wants to stay with market power,which is the lowest cost and most volatile.
Or, RMLD can enter into power contracts. Lately, RMLD has been investing in non-carbon. Mr.
Underhill discussed the Golden Bill,which would have the municipals catching up and matching
investor-owned utilities commitment to non-carbon. Mr. Underhill stated that RMLD meets every
non-carbon standard through 2029.There are choices RMLD must make going toward and until
RMLD commits to certain prices there is a lot of risk. Mr. O'Rourke asked if Energy New England
helps. Mr. Underhill replied they are negotiating and bringing opportunities to RMLD. RMLD also
enters contracts bilaterally. There is a good balance. The NextEra TFA pilot program began in
2019 and buys blocks of peak and off-peak power. Forward price curves go out two years. It is
price risk mitigation and puts downward pressure on power supply costs. It is structured decision-
making. Activity to date for what has been locked in is almost $33 million. Mr. Underhill stated
RMLD also did a pilot load following program.The objective of the program was to take out load
and price volatility and risk.The program performed as NextEra said if would but because RMLD
has more resources than most municipals, RMLD thinks it can manage its own portfolio in terms of
load following. Mr. Underhill reviewed peak management programs: the natural gas generator,
the battery energy storage and customers participating in shredding the peak. There are
negative numbers shown for Solar Choice but that's due to timing issues.To date,$1.5 million has
been saved in capacity and transmission over two years.
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b. Power Supply Report
Ms. O'Brien stated she asked Mr. Underhill to make this presentation because the renewable
policy needs to be updated and RMLD is the requirements of its current policy. Ms. O'Brien
stated that the question is what the Board would like the renewable policy to say. Right now, it
says there will be a certain percentage of renewables with or without The RECS.Ms.O'Brien read
an excerpt from the Golden Bill describing the criteria far non-carbon. Ms. O'Brien stated that of
the RECs that RMLD sells,the money goes into non-carbon and renewable projects so that RMLD
can continue to meet non-carbon standards. Municipal utilities are the number one investors in
clean power going forward.That's where the REC money is going.
Mr. Soni asked about meeting the projections through 2029 and asked if that accounts for the
RECs. Mr. Underhill stated that RMLD is meeting the non-carbon standard. It allows RMLD to
include sold RECS. RMLD is working in good faith with the legislature in terms of complying with
the pending Golden Bill. Chair Talbot verified that RMLD's power supply is fifteen percent
nuclear. Mr. Underhill affirmed. There was a discussion regarding the difference between Recs,
renewables,and non-carbon.
Financial Report
a.November 2019
Ms. Markiewicz stated she is presenting the eleven months ending November 30, 2019.
Unrestricted cash of $20.7 million covers approximately three months of the RMLD's operating
expenses of $6.9 million. Accounts receivable are 99 percent current. Net plant increased by
$1.5 million as compared to November 30, 2018. Year-to-date base revenue increased by three
percent year to year with a decrease in kWh sales by three percent as well. Year-to-dote
purchase power fuel expense exceeds purchase power fuel revenue by about $890,000.
Purchase power, capacity, and transmission revenue exceeds expenses by approximately
$440,000. Operating and maintenance expenses are under budget by approximately 12.7
percent. Ms. Markiewicz discussed the month-to-month trend in kWh sales over three years.
June, July, August and September show large decreases.There is$8.9 million in the depreciation
fund. The sick leave fund totals $2.3 million. The sick buyback negotiated language in the new
union contract should lead to a decrease.
b.OPEB Trust
Ms. Markiewicz explained that at a previous meeting in September the Commission had voted
on a Declaration of Trust without having reviewed the actual document. Therefore, Ms.
Markiewicz stated that she is asking the Board to rescind that vote. Mas. Markiewicz stated that
she has sent the Declaration of Trust to the Board via electronic mail and is now asking for the
Board to accept it.
Mr. Pacino made a motion,seconded by Mr. Hennessy that the Board of Commissioners vote to
rescind the vote taken by it on September 19,2019 relative to a Declaration of Trust for OPER
purposes,on the recommendation of the General Manager.
Motion Carded:5:0:0.
Mr. Pacino made a motion,seconded by Mr.Hennessy,that Board of Commissioners vote to
adopt and execute the Declaration of Trust presented to it by the General Manager for OPEB
purposes on December 9,2019,on the recommendation of the General Manager.
Motion Carried:5:0:0.
Engineering and Operations Report
Mr. Jaffcri reviewed major construction projects and area upgrades,including the Marion Street
project and SCADA mate switches. An electrical incident plan is being developed. Mr. Jaffari
discussed upgrades to cables at Station 4,grid modernization,and SCADA mate switches.Great
progress has been made on step-down upgrades, and reliability in those areas is improving. All
maintenance programs are on target. In 2019 81 transformers were replaced.Since the
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Engineering and Operations Report
program was started in 2015, 1,513 transformers have been replaced. That's approximately 37
percent and it's a moving target. Mr.Jaffari stated the pole testing program has inspected 4075,
with 518 failing.A failure means the pole needs replacement. Lynnfield has 69 pending pole
transfers due to step down upgrades. Mr. Jaffari stated that RMLD is doing great in terms of
reliability and is well under the nafionol and regional averages,and is one of the strongest
systems in the northeast region.Outage causes were reviewed,with motor vehicle accidents up.
General Discussion
Meeting dates were discussed.
Adjournment
At 9:23 p.m., Mr. Pocino made a motion, seconded by Mr. Stempeck, that the Board go into
Executive Session to consider the purchase of real estate and to discuss strategy with respect to
collective bargaining and return to Regular Session for the sole purpose of adjournment.
Roll call vote:Mr.O'Rourke:Aye;Mr.Pacino:Aye;Vice Chair Stempeck:Aye;Chair Talbot:Aye.
Motion Coaled:5:0:0.
The Board returned to regular session for the sole purpose of adjournment and on the motion
made by Mr. Pacino and second by Mr.Stempeck,adjourned the regular session at 10:00 pm.
Motion Cabled:5:0:0
A true copy of the WILD Board of Commissioners minutes
as approved by a majority of the Commission.
Philip B. Pacino,Secretary Pro Tem
RMLD Board of Commissioners
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