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HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 05/17/2022 - FIRST READING OF ORDINANCE NO. 058, 2022, APPROPRI Agenda Item 6 Item # 6 Page 1 AGENDA ITEM SUMMARY May 17, 2022 City Council STAFF Adam Bromley, Director of Operations & Technology Kendall Minor, Utilities Executive Director Lance Smith, Utilities Strategic Finance Director Cyril Vidergar, Legal SUBJECT First Reading of Ordinance No. 058, 2022, Appropriating Prior Year Reserves in the Light & Power Fund for Purchase of Distribution and Substation Transformers. EXECUTIVE SUMMARY The purpose of this item is to bring forward an off-cycle supplemental appropriation of Light & Power reserves to fund a capital project consisting of the purchase of distribution and substation transformers. Information from transformer vendors indicates that prices and lead times are rising significantly, due to supply chain and inflationary challenges. With respect to distribution transformers, it will be necessary to either scale back the number of distribution transformers the City planned to purchase this year or request an additional appropriation to permit purchase of the expected number of transformers necessary to accommodate new customers and prudent asset replacement. A reduction in the number of transformers purchased could negatively impact new development and system reliability. The proposed supplemental appropriation includes $1,432,000 to allow more distribution transformers to be ordered in 2022 so that sufficient stock can be delivered as soon as available, likely in late 2023 at the earliest. In addition, a new substation will be necessary to adequately serve the northeast areas of the City as those areas develop. The proposed supplemental appropriation also includes $2,234,000 for the two substation transformers needed to serve this load growth. Again, this supplemental appropriation is recommended to avoid waiting to place these orders when additional funds would otherwise become available in early 2023 and should allow these transformers to be delivered within the next three years given current lead-times. The total supplemental appropriation being proposed f or Council consideration is for $3,666,000. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BACKGROUND / DISCUSSION Distribution Transformers Light & Power (L&P) staff has engaged with the distribution transformer man ufacturer industry to better understand the significant price increases to the transformers that are typically purchased. The main drivers of the price increases are related to supply chain issues mainly related to shortages and/or significant inflationary pressures for almost all raw materials used to construct a distribution transformer , including transformer core steel and aluminum secondary winding supplies. While some manufacturers are better off than others due to their buying power and existing contracts in these markets, these supply chain issues have far-reaching impacts to prices, lead times, labor and transportation costs, and production capacity. Recent industry Agenda Item 6 Item # 6 Page 2 communications related to supply chain issues suggest that these price increases and extended lead times will endure the short term (i.e., through 2023) and will likely continue longer term or become permanent. L&P typically purchases a year’s worth of transformers in advance. L&P uses the economic order quantity estimating methodology, which considers historical usage data for each stock number along with known future work order needs, to arrive at the number of transformers to be purchased each year. This methodology works well when lead times are reasonable (i.e., 10 -20 weeks) or if lead time increases gradually. Depending on the specific transformer design needed, lead times can be approximately three to five times longer than seen in 2021, which does not provide enough time to react adequately. New developments and capital projects are on the horizon and L&P anticipates that new construction needs will not go away soon. L&P projects its current stock of distribution transformers may last until the summer or fall of 2023 with intention and judicious use of the units. Due to the great ly increased lead times on these transformers and to avoid running out of current transformer stock, L&P needs to order transformers now. Based on historical usage and projected needs, L&P staff has identified three transformer models (specific size and type) that are most likely to be needed prior to the end of 2023. Staff intends to use existing appropriated funds to order the single most used transformer type and size (single phase submersible). The requested supplemental appropriation will fund an additional quantity of that same transformer type and size, as well as necessary quantities of the other two high-use transformer models (three phase pad mounted, 75 kVA and 150 kVA). Because L&P relies on existing stock in the other transformer models and wil l need to stay ahead of the long lead times moving into the future, orders for all transformer models will need to be placed at the beginning of 2023 and 2024 to receive those transformers in 2024 and 2025. This will change the estimated budget for transformers that was originally planned in the Capital Improvement Plan (CIP) and 2023/24 BFO offer. All changes are shown in the table below. 2022 2022 Transformer Order Total Cost $2.225 M 2022 Transformer Budget $0.793 M Supplemental Appropriation Request to fulfill Total Cost $1.432 M 2023 2024 Transformer Budget Planned in CIP $1.132 M $1.260 M Updated BFO Offer for Transformer Budget $4.123 M $3.749 M Staff has researched and feels confident that these orders, along with the proposed supplementa l appropriation for the identified additional orders, will supplement existing stock levels such that L&P can continue to serve existing and new development. Staff also has contingency plans in place to ensure delivery of electric service to new and existing customers due to unexpected circumstances. Substation Transformers Anticipated annexations and growth in northeast Fort Collins will require a new substation to supply electric capacity to new customer loads to avoid overburdening existing substations in surrounding areas. A new substation will allow L&P to continue operating the system at current substation and feeder design standards, which guarantee high reliability and stability. Typically, each substation includes two substation power transformers and substation switchgear. This new substation is a planned in the Capital Improvement Plan (CIP) and scheduled for the 2023/24 budget cycle. Staff also reached out to the manufacturer that historically provided substation transformers to L&P and consulted other industry sources and discovered there are similar supply chain issues affecting substation transformer manufacturers. While lead times for these transformers are longer than 3 years at this point, prices do not appear to be increasing in the same manner. To avoid these longer delays for substation transformers, the proposed supplemental appropriation will facilitate immediate commencement of the procurement process. Agenda Item 6 Item # 6 Page 3 The lead times for substation transformers does change the trajectory of the s ubstation construction schedule and associated purchases of other high dollar materials (i.e., switchgear). The same amount of capital dollars is proposed to complete construction of the new substation; however, it will be allocated differently than what was planned for in the CIP. The table below shows plan reflected in the CIP and the changes to that plan if the proposed supplemental appropriation and BFO offer are approved. 2022 2023 2024 2021 Capital Improvement Plan $6.649 M $3.761 M Supplemental Appropriation/Updated BFO offer $2.234 M $0.300 M $7.876 M CITY FINANCIAL IMPACTS Staff does not anticipate any negative financial impacts related to the appropriation from L&P reserves, which will maintain a healthy positive balance after the proposed appropriation. Knowing that future budget cycles will be impacted by supply chain constraints and significant price increases, Utilities’ leadership will continue to refine anticipated capital investment needs and escalating operating costs, and balance th ose needs with future rate adjustments and debt issuances. The following table shows the approximate impacts to L&P reserves after the proposed appropriation: Description Total $ Year-End 2020 Total Reserves $48.7 M Minimum Required ($8.0 M) Currently Appropriated ($17.1 M) Year-End 2020 Reserves Available $23.4 M 2021 Preliminary Additions ~$19 M Year-End 2021 Reserves Available ~$42 M Connexion Funding ($20 M) Distribution & Substation Transformers ($3.7 M) Remaining Reserves ~$18.3 M BOARD / COMMISSION RECOMMENDATION Staff presented this request to Council Finance Committee on May 5, 2022. Staff also presented the proposed supplemental appropriation to the Energy Board at its regular meeting on April 14, 2022. The Board voted unanimously to support the supplemental appropriation of L&P reserves. (Attachment 1) Adoption of these minutes is anticipated at the regular Board meeting on May 12, 2022. ATTACHMENTS 1. Energy Board (excerpt) (PDF) DRAFT Minutes from Energy Board – April 14, 2022 TRANSFORMER PURCHASES: OFF-CYCLE APPROPRIATION REQUEST Adam Bromley, Interim Deputy Director, Utilities Light & Power (Attachments available upon request) Distribution transformers are the units that step voltage down and serve utility customers. Approximately 99%+ underground, historically transformers are in underground vaults. Stainless steel tanks reduce corrosion in vault environment. Reduces risk and increases reliability. Stainless steel supply is very constrained, staff looked into other grades , but it is still very difficult to source. There is a >130% price increase in stainless steel, with lead times over 1.5 years. Above ground - padmounted mild steel, has less of a chance of corrosion above ground. There are fewer supply issues and lower cost issues but are still significant (35-45%). Lead times are also long. Three (3)-phase padmounts needs are harder to predict because they are depending on Commercial and Industrial (C&I) development. Budget is increasing to get ahead in lead time and cost increases. BM Braslau commented it is critical to support this as the City and Council continue to push for electrification as well as more housing. Substation transformers - lead times are 3+ years. BM Braslau are we adjusting capacity fees to reflect these costs? Mr. Smith said staff is considering for 2023, regardless of where we are at in that cycle. VC Becker there must be implication to rates in general, these are just a piece of the larger puzzle? Mr. Bromley we are at the front end of understanding these material cost changes, this off cycle is a short-term solution. Debt issuance and rate increases would be a long -term solution, we don’t have all the data to know what those rate increase changes would be. Vice Chairperson moved to support an off-cycle appropriation of Light and Power (L&P) reserves to procure enough distribution transformers so that L&P can support new construction and necessary replacements through 2024, as well as an off -cycle appropriation of L&P reserves to begin the procurement process for two (2) substation transformers that will be used to complete the construction of a new substation that serves Northeast Fort Collins. Board member Braslau seconded the motion. Discussion: None. Vote on the motion: It passed unanimously, 7-0 ATTACHMENT 1 -1- ORDINANCE NO. 058, 2022 OF THE COUNCIL OF THE CITY OF FORT COLLINS APPROPRIATING PRIOR YEAR RESERVES IN THE LIGHT & POWER FUND FOR PURCHASE OF DISTRIBUTION AND SUBSTATION TRANSFORMERS WHEREAS, the budget needs for Electric Utility Distribution System infrastructure replacement projects requested in the 2022 Budgeting for Outcomes (BFO) process included all known capital projects at that time; and WHEREAS, recent changes in supply markets and increased load growth create a need for the Electric Utility to accelerate orders for replacement distribution and substation infrastructure; and WHEREAS, the current funding shortfall between the approved Electric Distribution System infrastructure replacement projects requested in the 2022 BFO process and currently identified needs is due to unanticipated load growth-related projects, escalating materials and construction costs, and significantly longer manufacturer order fulfillment lead times; and WHEREAS, this Ordinance appropriates $3,666,000 from the (Electric Utility Enterprise) Light & Power Fund reserves to be spent in the Electric Distribution System Replacement project to accelerate ordering of planned replacement distribution and substation transformers to address current and emerging market conditions that may compromise replacement schedules or delay planned expansion projects; and WHEREAS, this supplemental appropriation benefits the public health, safety and welfare of the residents of Fort Collins and benefits Electric Utility ratepayers by proact ively ordering stock for use in completing scheduled and emerging replacement of high-use infrastructure and installation of new substation facilities in growth areas in order to maintain reliability and reduce outage frequency; and WHEREAS, Utilities staff believes proactively placing orders for such equipment earlier than initially planned will capture currently lower supply and construction costs than those anticipated in coming budget cycles and accommodate longer market order lead times, allowing Utility Services to receive such equipment by planned replacement or installation dates and maintain its high service standards; and WHEREAS, in 1995, the City Council adopted Article XII of City Code Chapter 23 to establish a program to acquire, exhibit and maintain art in public places to be funded by including in the Council’s appropriations for certain capital projects an amount equal to 1% of the construction costs for those projects, but this contribution amount for the City’s utilities is limited to a total annual contribution amount of 0.5% of each utility’s “budgeted operating revenue” (the “APP Ordinance”); and WHEREAS, contributions to art in public places for each utility are kept and spent in such utility’s own enterprise fund, with the exception of maintenance, administration, repair and display costs pursuant to City Code Section 23-303; and -2- WHEREAS, this supplemental appropriation does not require a contribution for art in public places under the APP Ordinance, as distribution and substation transformers are traditionally capitalized at the time of purchase as “operation and maintenance” expenses for Utility facilities, rather than when they are placed into service, even if they become components of capital projects; therefore, purchase of such equipment is exempt from the contribution requirements of the APP Ordinance; and WHEREAS, Article V, Section 9 of the City Charter permits the City Council, upon the recommendation of the City Manager, to make supplemental appropriations by ordinance at any time during the fiscal year such funds for expenditure as may be available from reserves accumulated in prior years, notwithstanding that such reserves were not previously appropriated; and WHEREAS, the Interim City Manager has recommended the appropriation described herein and determined that this appropriation is available and previously unappropriated from the Light & Power Fund and will not cause the total amount appropriated in the Light & Power Fund to exceed the current estimate of actual and anticipated revenues and all other funds to be received in this Fund during this fiscal year; and WHEREAS, Article V, Section 11 of the City Charter authorizes the City Council to designate in the ordinance when appropriating funds for a capital project, that such appropriation shall not lapse at the end of the fiscal year in which the appropriation is made, but continue until the completion of the capital project; and WHEREAS, the City Council wishes to designate the appropriation herein for the capital project consisting of the purchase of distribution and substation transformers as an appropriation that shall not lapse until the completion of the project. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the City Council hereby makes and adopts the determinations and findings contained in the recitals set forth above. Section 2. That there is hereby appropriated from prior year reserves in the Light & Power Fund the sum of THREE MILLION SIX HUNDRED S IXTY-SIX THOUSAND DOLLARS ($3,666,000) to be expended in the Light & Power Fund for the capital project consisting of the purchase of distribution and substation transformers. Section 3. That the appropriation herein for the capital project consisting of the purchase of distribution and substation transformers is hereby designated, as authorized in Article V, Section 11 of the City Charter, as an appropriation that shall not lapse at the end of this fiscal year but continue until the completion of the project. -3- Introduced, considered favorably on first reading, and ordered published this 17th day of May, A.D. 2022, and to be presented for final passage on the 7th day of June, A.D. 2022. __________________________________ Mayor ATTEST: _______________________________ City Clerk Passed and adopted on final reading on the 7th day of June, A.D. 2022. __________________________________ Mayor ATTEST: _______________________________ City Clerk