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HomeMy WebLinkAboutMemo - Mail Packet - 6/6/2017 - Memorandum From Tim Mccollough Re: Platte River Power Authority�S Annual ReportPowering Our Sustainable FUTURE Annual Report 2016 2 Annual Report 2016 Table of Contents Chairman and General Manager’s Letter About Platte River Vision, Mission, and Values Our Communities Board of Directors and Senior Management Financial Results Report of Management Independent Auditor’s Report and Financial Statements Resources and Planning Water Policy Rawhide Flats Solar Platte River Completes Sale of Series JJ Bonds Employee Engagement Laporte Substation Expansion Headquarters Campus Project 4 6 7 8 9 10 14 16 17 18 19 20 21 22 24 News Annual Report 2016 3 From the Chairman of the Board and General Manager The future of Platte River looks bright as we continue to build on a strong foundation of operational, financial, and environmental excellence. Sustaining our success will require enhanced collaboration with the municipalities we serve so that Platte River continues to be the foundation upon which these communities can build their energy and innovation future. Since its inception, Platte River has provided a reliable and low-cost supply of electricity to its owners. In the past, a simple strategy accomplished this result. Projecting municipal load growth, Platte River constructed generation facilities with capacity to meet future loads and leveraged the output of these facilities in the wholesale market until the municipal loads developed. The future will require a wider range of strategies. Opportunities and challenges include diverse community values, reduced surplus sales prices, substantial shifts in natural gas availability and pricing, lower costs for renewable resources, technological advancements, regulatory uncertainty, and changes in western regional markets. Our 2016 successes reflect the expertise and commitment of our dedicated employees. Platte River leadership actively encourages employee development and training. Employee engagement is crucial in transforming our plans into reality. We thank them for what they do every day. Platte River has taken positive steps to address challenges and leverage opportunities. During the past decade we have diversified our resource portfolio to include natural gas-fired combustion turbines, wind deliveries from multiple sites, and a new 30 MW solar facility. Coal generation and federal hydropower purchases round out the supply side of the current resource mix and provide essential baseload capacity. As new resources are added, we are also implementing a strategy to reduce supply from coal generation at the Craig Station. For 2016, carbon-free resources provided over 30 percent of the average electrical energy supply to the member municipalities. Our new renewable energy supply (wind and solar) has more than tripled since 2013. Other highlights in the area of resource management include approval of Platte River’s first-ever comprehensive water policy, submission of our 2016 Integrated Resource Plan, approval of the Joint Dispatch Agreement by FERC, and expansion of the Laporte Substation, which will enhance resiliency of our transmission system. Platte River’s financial position remained solid in 2016. All strategic financial plan targets were exceeded and net income came in at $18 million. Jason Frisbie Named New General Manager /CEO scale and increased opportunities to bring more resources into our system, particularly wind and solar. As we look to the future, “sustainability” is the brass ring that the electric industry is striving to grasp, but that term is often left to the eye of the beholder. Speaking as the leadership of Platte River, we consider the vital attributes of sustainability for our organization to be: Resilience – our infrastructure, our human capital and the bonds we share with our owner municipalities must be capable of absorbing unexpected events; Viability – our business model and financial position must continue to provide value to our owners; Reliability – more than ever, electricity is an indispensable component of our everyday lives, and we must strive to make it available continuously. These attributes demonstrate the soundness of the strategy to diversify our resource portfolio. A diverse mix of resources —both on the supply and demand side—answers a need associated with each of the attributes. Activities planned for 2017 support the sustainability of the organization. A key aspect of maintaining a viable business model for our organization is responsiveness to evolving needs of each individual community—with an eye towards managing system cost and risk. Work continues to evaluate customized resource options for the owner municipalities, with focus on modeling system level resource additions (particularly increased renewable and integration sources). Board direction and collaboration with the municipalities’ staff continue to guide this important effort. Platte River Power Authority remains a customer-focused, sustainable and innovative energy provider for our owner communities of Estes Park, Fort Collins, Longmont, and Loveland. We are committed to powering our sustainable future. Our team is pleased to present Platte River’s 2016 Annual Report. Sincerely, Jason Frisbie Tom Roiniotis Platte River Power Authority’s Board of Directors hired Jason Frisbie on August 6, 2016 as Platte River’s sixth General Manager. Mr. Frisbie has been with Platte River since 1982, serving in multiple roles related to power production, and was selected as Plant Manager for Rawhide Energy Station in 1999. In 2003 he became Division Manager of Power Production, with responsibility for all production and fuel management. Jason was named COO in 2010, overseeing all operations functions at Platte River. Annual Report 2016 5 About Platte River Platte River delivers safe, reliable, environmentally responsible, and competitively priced energy and services to its owner municipalities of Estes Park, Fort Collins, Longmont, and Loveland, Colorado for their utility customers. Employees (Dec. 31, 2016): 245 Headquarters: Fort Collins, Colorado Began Operations: 1973 Historical Peak Municipal Demand: 659 MW on June 21, 2016 Governance: Platte River is governed by an eight-person board of directors designed to bring relevant expertise to the decision-making process. The board includes two members from each of the owner municipalities. The mayor may serve or designate some other member of the governing board of their owner municipality to serve in their place on Platte River’s Board of Directors. Each of the other four directors is appointed to a four- year staggered term by the governing body of the owner municipality being represented by that director. Transmission System: Platte River has equipment in 26 substations, 258 miles of wholly owned and operated high-voltage lines, and 511 miles of high-voltage lines jointly owned with other utilities. The Organization: Platte River is a political subdivision of the State of Colorado.        6 Annual Report 2016 Our Mission Values Our Vision Provide safe, reliable, environmentally responsible, and competitively priced energy and services. Customer Service What creates added value and improves customer satisfaction? Providing quality service at a competitive price while being responsive to our owners’ needs. Safety What is non-negotiable? Working safely to protect the public, our employees, and the assets we manage. Operational Excellence How do we provide reliable service while managing costs and creating a rewarding work environment? By engaging employees to strive for excellence and continuous improvement. Respect What leads us to optimal solutions for even the most difficult challenges? Encouraging constructive dialogue that promotes a culture of inclusiveness, recognizes our differences, and accepts varying viewpoints. Integrity What is at the core of what we do? Being ethical and holding ourselves accountable to conduct business in a fair, honest, open, compliant, and environmentally responsible manner. Innovation How do we mitigate risk and create opportunities? By becoming an early adopter of technologies proven to improve electric efficiency, protect the environment, and create a diversified energy supply portfolio. Sustainability How do we ensure long-term viability of the organization and the communities we serve? By maintaining financial integrity, minimizing our environmental impact, and supporting responsible economic development in our owner communities. As a respected leader and responsible energy partner, improve the quality of life for the citizens served by our owner communities. Annual Report 2016 7 Our Communities Platte River Power Authority is a Colorado political subdivision established to provide wholesale electric generation and transmission to the municipal utilities of its owner communities – Estes Park, Fort Collins, Longmont, and Loveland. Town of Estes Park Estimated population*: 6,257 Utility: Estes Park Light & Power, established in 1945 City of Longmont Estimated population*: 93,933 Utility: Longmont Power & Communications, established in 1912 City of Fort Collins Estimated population*: 161,000 Utility: Fort Collins Utilities, established in 1938 City of Loveland Estimated Population*: 74,427 Utility: Loveland Water and Power, established in 1925 8 Annual Report 2016 * Population data from U.S. Census and municipal staff Annual Report 2016 9 Board of Directors Senior Management Team Platte River is governed by an eight-person board of directors designed to bring relevant expertise to the decision-making process. The board includes two members from each of the owner municipalities. The mayor may serve or designate some other member of the governing board of their owner municipality to serve in their place on Platte River’s Board of Directors. Each of the other four directors is appointed to a four-year staggered term by the governing body of the owner municipality being represented by that director. Platte River operates under the direction of a general manager/CEO who serves at the pleasure of the board of directors. The general manager/CEO is the principal executive officer with full responsibility for planning, operations, and administrative affairs of Platte River. The senior management team also includes a deputy general manager/chief financial officer, a chief operating officer, a chief administrative services officer, a general counsel, a chief communications and marketing officer, and an executive administrative assistant to the general manager/CEO. Platte River’s senior management has substantial experience, with an average of 30 years of service in the utility industry. Gerry Horak Mayor Pro Tem City of Fort Collins Cecil Gutierrez Mayor City of Loveland Dennis Coombs Mayor City of Longmont Wade Troxell Mayor City of Fort Collins Steve Adams City Manager City of Loveland Reuben Bergsten Vice Chairman Director of Utilities Town of Estes Park Pete Hoelscher Chief Communications & Marketing Officer Joseph Wilson General Counsel Jason Frisbie General Manager / Chief Executive Officer Angela Walsh Executive Assistant to General Manager / Chief Executive Officer Karin Hollohan Chief Administrative Services Officer David Smalley Deputy General Manager / Chief Financial Officer Andy Butcher Chief Operating Officer Todd Jirsa Mayor Town of Estes Park Tom Roiniotis Chairman of the Board 10 Annual Report 2016 Financial Results Platte River’s financial position remains stable. Favorable results were reported in 2016. Net income of $18.0 million exceeded the budget and the strategic financial plan target. Revenues were lower primarily due to unfavorable surplus sales market conditions. However, lower revenues were offset by below- budget operating expenses and favorable financing expenses as a result of the 2016 debt financing. Debt service coverage – the ratio of total net revenues to debt payments and a source of confidence for holders of Platte River bonds – was 1.78 times, well above the 1.10 times required by bond covenants. Financial Highlights $ 199,433 184,741 (7,905) $ 6,787 639 3,201 713 $ 1,334,404 $ 200,174 29 / 71 1.51x Revenues / Expenses ��000� Operating Revenues Operating Expenses Nonoperating Revenues (Expenses), Net Income Before Contributions Power Operations Demand-Municipalities (MW) Energy-Municipalities (GWh) Energy-Others Selected Other Data Gross Utility Plant ($000) Long-Term Debt, Net ($000) Debt to Capitalization Ratio Total Revenue Bond Coverage �ear Ended December 31, 2016 2015 2014 $ 205,293 181,698 (5,630) $ 17,965 659 3,216 722 $ 1,361,279 $ 250,838 33 / 67 1.78x $ 199,867 174,985 (8,276) $ 16,606 626 3,154 770 $ 1,304,828 $ 223,552 31 / 69 1.71x Annual Report 2016 11 Energy Market Statistics Combined Retail Sales for Four Municipalities1 Number of Customers �average monthly� Residential Commercial & Industrial Other Total Energy Sales �MWh� Residential Commercial & Industrial Other Total Revenue ��000� Residential Commercial & Industrial Other Total Residential Averages �annual� kWh per Customer Revenue per kWh (cents) Revenue per Customer Wholesale Power Re�uirements Peak Demand �kW� Estes Park Fort Collins Longmont Loveland Sum of Municipalities' Peaks Demand - PRPA Coincident Energy �MWh� Estes Park Fort Collins Longmont Loveland Sum of Municipalities' Energy Sales to Others and Miscellaneous2 Energy�Total System �ear Ended December 31, 2016 2015 2014 138,134 17,682 290 156,106 1,115,015 1,995,654 12,158 3,122,827 $ 110,313 150,157 502 $ 260,972 8,072 9.89 $ 798.59 25,482 306,659 179,325 163,228 674,694 12 Annual Report 2016 Energy Deliveries Revenues, Expenses, and Income (In millions) 2014 2015 2016 To Municipalities To Others Gigawatt�hours �GWh� 4500 4000 3500 3000 2500 2000 1500 1000 500 0 3,154 3,201 770 3,924 713 3,914 3,216 722 3,938 Operating Expenses 2014 2015 2016 �200 �150 �100 �50 �0 Net Nonoperating Expenses Operating Revenues � Millions $200 $199 $205 Financial Results (continued) Annual Report 2016 13 News 14 Annual Report 2016 Resources and Planning Platte River Power Authority employs an adaptive strategy to cost-effectively maintain reliability, manage risks, and ensure regulatory compliance. During 2016, Platte River delivered its latest Integrated Resource Plan, initiated collaborative efforts to help satisfy individual resource needs of the owner municipalities, and began exploring potential participation in an existing Regional Transmission Organization. Platte River continues to evaluate future plans with an eye toward resource diversification. One of the most significant events of 2016 involved the decision to decommission Craig Unit 1 by the end of 2025. This decision was jointly made by the five owners of the Yampa Project based on market conditions and regulatory uncertainty. During 2016, Platte River also participated in discussions with several other regional utilities to consider forming an organized wholesale power market, which could materialize in the next few years. Belonging to an organized market will also bring future operational and planning challenges for Platte River’s system, and these changes are being contemplated in current modeling efforts. Annual Report 2016 15 Shown below is the Action Plan from the 2016 IRP, which helps shape near-term resource decisions for Platte River. Prepare for business structures, products, and programs preferred by our owner municipalities • Work with owner municipalities to develop customized future supply portfolios • Continue expansion of cost-effective energy efficiency programs • Continue development and implementation of a demand response pilot • Participate with owner municipalities in the evaluation of distributed technologies such as community solar and combined heat-and-power applications Continue to implement ways to maintain the high reliability of Platte River’s power system • Look to secure affordable ways of balancing expected long-term growth in renewables generation using services from the regional balancing authority or future organized markets • Manage unit outage risk through mutual support agreements, use of peaking resources, or other market opportunities for capacity • Actively monitor regional markets to understand options for cost-effective reliability products • Provide direction to influence the development of regional energy and ancillary services markets Continue to diversify the portfolio to manage risk and limit CO2 emissions • Exit ownership of Platte River’s share of Craig Unit 1 • Integrate 30 MW of new solar generation into the portfolio • Evaluate the acquisition of additional renewables generation 16 Annual Report 2016 Water Policy In December 2016, Platte River’s board of directors approved and adopted the first comprehensive Platte River Water Policy, which will provide direction to Platte River going forward in the management of water resources and assets. The board of directors and city staff members from Fort Collins, Loveland, Longmont, and the town of Estes Park all contributed to the document’s content and completion. Water is critical to the reliable operation of Rawhide Energy Station and may be necessary for the reliable operation of future generation resources. This policy will position Platte River to pursue activities that will: • Increase reliability of water deliveries to meet contractual commitments and operational needs • Actively manage water as an asset • Maintain adequate water supplies for all existing and projected future operations Annual Report 2016 17 Rawhide Flats Solar In October 2016, Platte River further diversified its energy portfolio with the commissioning of a 30 MW solar generation facility at Rawhide Energy Station. The new solar facility, Rawhide Flats Solar, joins Platte River’s existing coal and natural gas facilities at the site, and will generate an expected 65,000 MWh annually—enough to supply the equivalent energy use of 8,000 average homes. Rawhide Flats Solar covers approximately 185 acres with over 117,000 solar photovoltaic panels mounted on a single-axis tracking system. The full energy output of the project is purchased from a third party under contract that runs through 2040. Power For 8,000 Homes 185 Acres 117,000 Photovoltaic Panels 30 Megawatts Platte River Completes Sale of Series JJ Bonds Platte River issued its Series JJ Bonds in April 2016 using $119 million of the proceeds to advance refund a portion of the outstanding Series HH Bonds. The true interest cost of the Series JJ Bonds is 2.20 percent, and the net present value savings for the refunded bonds is $13.7 million. The remaining $60 million of the proceeds from the Series JJ Bonds will be used to reimburse and fund transmission and production capital projects. These bond proceeds will enable Platte River to initiate and complete projects that are essential in ensuring the high level of service reliability owner municipalities expect. Platte River’s strong credit rating was a key to obtaining a low interest rate for the Series JJ Bonds. Prior to the sale, Standard and Poor’s Global Ratings and Fitch Ratings rated the bonds AA with a stable outlook. The agencies also affirmed Platte River’s AA ratings on all outstanding Power Revenue Bonds. Rationale behind the ratings included strong historical and projected debt service coverage, prudent risk management procedures, the creditworthiness of Platte River’s four owner municipalities, strength of the local economy, and a continued commitment of the board of directors to raise rates when necessary to sustain strong financial performance. The closing date of the transaction was April 26, 2016. 18 Annual Report 2016 Employee Engagement Our most important resource is our employees. They work hard to provide reliable power to our owner municipalities 24 hours a day, 365 days a year. By continuing to invest in our employees we leverage diversity, grow internal talent, develop innovative skills, and maintain high standards. In 2016, Platte River: Platte River strives to create a work environment that encourages employees to be engaged, to achieve outstanding performance, and identify opportunities for continuous improvement. We are committed to open, honest, and effective communication as a way to keep employees well- informed and positioned to meet the needs of the organization and the communities we serve. • Conducted company-wide training events • Provided leadership development opportunities • Conducted a variety of safety trainings • Offered multiple employee health and wellness events • Encouraged and supported employee participation in several community events and volunteer opportunities Community Involvement Platte River believes it has a responsibility to participate in efforts that enhance the well- being of citizens in its communities. We are proud of our employees who volunteer and represent the organization. In 2016, employees raised over $36,000 for United Way of Larimer County. Employees also donated to and participated in a variety of community organizations including Boys & Girls Club of Larimer County, Project Self-Sufficiency, Arbor Day, Alexa’s Hugs, Loveland Passport to Water, Bike-To-Work Day, and science fair judging at local schools. Image: Employee donated gifts to Boys & Girls Club families Annual Report 2016 19 Laporte Substation Expansion Before After In 2016, Platte River completed a 230kV expansion and autotransformer addition project at Laporte Substation, located northwest of Fort Collins. Completion of this substation expansion increased Platte River’s power transmission capacity from Rawhide Energy Station by 41 percent. This increased power transmission capacity helps Platte River to provide a more reliable and robust power supply to our owner municipalities. Installation of a second 230/115kV autotransformer helps Platte River to minimize system exposure and risks during maintenance operations or contingency situations. Several equipment and protection upgrades were also completed during this project to increase system reliability and more effectively protect our assets. The oil containment plan for the existing autotransformer was improved and existing oil circuit breakers were replaced. Projects like this one help Platte River achieve operational excellence by designing, constructing, operating, and maintaining safe, reliable, and environmentally-responsible transmission assets. 20 Annual Report 2016 • Over 9,600 hours invested by Platte River • Total of 10 departments involved • Project took over 22 months to complete • Over 18 miles of control cable installed • Over 200 foundations installed New 230 115kV Autotransformer Headquarters Campus Project Late 1970’s Current Artistic Rendering Platte River’s headquarters, located in Fort Collins, Colorado, was built in 1978. Since then, Platte River has experienced significant growth in staffing and the services provided to our owner municipalities, which exceeds the capacity and functionality of the existing facilities. As a result, the Headquarters Campus Project was initiated. After performing a detailed analysis of the existing site, facilities, and discussing possible alternatives with a specific focus on safety, efficiency, code compliance, useful life span, and functional requirements, direction was given to proceed towards a complete campus redevelopment. In October 2016, visioning and programming of the new Platte River Campus began. The new campus facilities will provide a modern up-to-date workplace with up-to-date technology and energy efficiency, allow for future growth, increase public interaction and education, as well as honor Platte River’s history. • Selected Belford Watkins Group and Anderson Mason Dale as our design team partner • Completed the programming process and began schematic design In 2016, the Platte River Headquarters Campus Project: Platte River’s management is responsible for the preparation, integrity, and objectivity of the financial statements and related information included in this Annual Report. The financial statements have been prepared in conformity with accounting principles generally accepted in the United States of America and, where required, reflect amounts based on the best estimates and judgments of management. Platte River maintains a strong internal control structure designed to provide reasonable assurance that transactions are executed in accordance with management’s authorization, that financial statements are prepared in conformity with generally accepted accounting principles, and that assets are safeguarded. Platte River’s internal auditor evaluates internal controls for adherence to policies and procedures on an ongoing basis, and reports findings and recommendations for possible improvements to management. In addition, the independent auditors consider elements of the internal control system in determining the nature and scope of their audit procedures in performing the annual audit of Platte River’s financial statements. The board of directors, whose members are not employees of Platte River, periodically meet with the independent auditors and management to discuss the audit scope, audit results, and any recommendations to improve the internal control structure. The board of directors directly engages the independent auditors. 22 Annual Report 2016 Report of Management Jason Frisbie General Manager / CEO David Smalley Deputy General Manager / CFO Annual Report 2016 23 Independent Auditor’s Report Platte River Power Authority Independent Auditor’s Report and Financial Statements December 31, 2016 and 2015 24 Independent Auditor’s Report 2016 Platte River Power Authority Financial Statements Years Ended December 31, 2016 and 2015 Contents I n d e p e n d e n t A u d i t o r ’ s R e p o r t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .................................26 Management’s Discussion and Analysis (Unaudited) ..................................................................28 Financial Statements Statements of Net Position .............................................................................................................40 Statements of Revenues, Expenses and Changes in Net Position .................................................42 Statements of Cash Flows ..............................................................................................................43 Notes to Financial Statements ........................................................................................................45 Required Supplementary Information (Unaudited) .......................................................................76 Other Information (Unaudited) ......................................................................................................78 Independent Auditor’s Report 2016 25 Independent Auditor’s Report Board of Directors Platte River Power Authority Fort Collins, Colorado We have audited the accompanying financial statements of Platte River Power Authority (Platte River), as of and for the years ended December 31, 2016 and 2015, and the related notes to the financial statements, which collectively comprise Platte River’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Board of Directors Platte River Power Authority Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of Platte River as of December 31, 2016 and 2015, and the changes in its financial position and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and pension information as listed in the table of contents be presented to supplement the basic financial statements. Such information, although not part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements and other knowledge we obtained during our audits of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audits were conducted for the purpose of forming an opinion on the basic financial statements as a whole. The Other Information (Budgetary Comparison Schedule) listed in the table of contents is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on it. Denver, Colorado March 9, 2017 Independent Auditor’s Report 2016 27 Platte River Power Authority Management’s Discussion and Analysis (Unaudited) December 31, 2016 and 2015 This discussion and analysis provides an overview of the financial performance of Platte River Power Authority (Platte River) for the fiscal years ended December 31, 2016 and December 31, 2015. The information presented should be read in conjunction with the basic financial statements and accompanying notes to the financial statements. Platte River is a wholesale electricity generation and transmission provider that delivers safe, reliable, environmentally responsible and competitively priced energy and services to its four owner municipalities, Estes Park, Fort Collins, Longmont and Loveland. Platte River’s power resources include generation from coal and natural gas units, allocations of federal hydropower from Western Area Power Administration (WAPA), wind and solar purchases, spot market purchases, and a forced outage exchange agreement. Coal-fired generation includes Rawhide Unit 1 (280 MW), located 25 miles north of Fort Collins, and 18 percent ownership in Craig Units 1 and 2 (154 MW combined), located in northwest Colorado. Gas-fired combustion turbines located at Rawhide Energy Station include five simple cycle combustion turbines, which includes four GE 7EAs (65 MW each) and a GE 7FA (128 MW). The combustion turbines are utilized to meet peak load demand, to provide reserves during outages of the coal-fired units, and to make short-term surplus sales. Hydropower is received under two long-term contracts with WAPA. Colorado River Storage Project contract rate of delivery amounts are 106 MW in the summer and 136 MW in the winter. Actual capacity available varies by month. During the summer season, available capacity ranges from 51 MW to 60 MW. In the winter season, available capacity ranges from 72 MW to 85 MW. Loveland Area Projects capacity is 30 MW in the summer and 32 MW in the winter. Wind generation includes 78 MW provided under long-term power purchase agreements. The agreements are for deliveries from Spring Canyon Wind Energy Center (60 MW) in Colorado, Silver Sage Windpower Project (12 MW) and Medicine Bow Wind Project (6 MW), both in Wyoming. Solar generation includes 30 MW provided under a long-term power purchase agreement from the Rawhide Flats Solar facility located at Rawhide Energy Station. In addition, Platte River purchases solar capacity of approximately 4 MW and 0.5 MW from Fort Collins and Loveland, respectively. 28 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Spot market purchases provide energy to satisfy loads, replacement power during outages, and reserve requirements. Platte River has a forced outage exchange agreement with Tri-State Generation and Transmission, Inc. (Tri-State), whereby in the event that either Rawhide Unit 1 or Tri- State’s Craig Unit 3 is out of service the other utility will provide up to 100 MW of generation on a short-term basis. Platte River operates as a utility enterprise and follows the Uniform System of Accounts prescribed by the Federal Energy Regulatory Commission (FERC). Platte River has implemented all applicable Governmental Accounting Standards Board (GASB) pronouncements. The accompanying financial statements are prepared on the accrual basis of accounting in conformity with accounting principles generally accepted in the United States of America. Financial Summary Platte River reported income before contributions of $18.0 million in 2016; approximately $11.2 million higher than 2015. The year ended with an increase in operating revenues of $5.9 million, a decrease in operating expenses of $3.0 million, and a decrease in nonoperating expenses, net, of $2.3 million. Condensed Financial Statements The following condensed statements of net position and condensed statements of revenues, expenses and changes in net position summarize Platte River’s financial position and changes in financial position for 2016, 2015, and 2014. Independent Auditor’s Report 2016 29 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Condensed Financial Statements (continued) Condensed Statements of Net Position December 31, 2016 2015 2014 (In thousands) A s s e t s Electric utility plant $ 579,134 $ 574,453 $ 571,240 Special funds and investments 122,411 79,967 95,085 Other current and noncurrent assets 98,587 83,949 91,763 Total assets 800,132 738,369 758,088 Deferred outflows of resources 24,150 6,174 1,908 Liabilities Noncurrent liabilities 263,808 203,163 217,236 Current liabilities 38,836 41,098 39,072 Total liabilities 302,644 244,261 256,308 Deferred inflows of resources 5,201 1,619 8,780 Net position Net investment in capital assets 369,729 366,412 339,567 Restricted 25,616 21,421 24,559 Unrestricted 121,092 110,830 130,782 Total net position $ 516,437 $ 498,663 $ 494,908 Net Position Total net position at December 31, 2016 was $516.4 million, an increase of $17.7 million over 2015. Total net position at December 31, 2015 was $498.7 million, an increase of $3.8 million over 2014. As a result of implementing GASB 68 in 2015, Platte River recognized the effect of a change in accounting principle in the amount of a $2.9 million decrease to net position as of January 1, 2015. 30 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Net Position (continued) Electric utility plant increased $4.7 million during 2016, primarily the result of a $13.1 million increase in construction work in progress, an $11.3 million increase in plant and equipment in service, and a $2.5 million increase in land and land rights. Partially offsetting the overall increase was an increase in accumulated depreciation of $22.2 million. In 2015, electric utility plant increased $3.2 million, primarily the result of a $24.3 million increase in construction work in progress and a $5.3 million increase in plant and equipment in service. Accumulated depreciation also increased $26.4 million, which partially offset the overall increase. Special funds and investments during 2016 increased $42.4 million from 2015. The increase in funds is primarily due to the Series JJ Bond financing that occurred in 2016 to fund capital expenditures. In 2015 the funds decreased $15.1 million from 2014. The decrease is due to expenses associated with the Rawhide Unit 1 and the Craig Unit 2 scheduled maintenance outages and continued capital investments. Current and other assets increased $14.6 million during 2016 due to increases in other long- term assets, regulatory assets, cash and cash equivalents, materials and supplies, and fuel inventory. The largest increase in other long-term assets is a result of recording estimated closure costs of impoundments at the Rawhide Energy Station that will be expensed over future periods. Regulatory assets increased from deferring additional pension expense that will also be amortized over future periods. The increase in cash equivalents is primarily due to the Series JJ Bond financing to fund capital expenses in 2016 and to reimburse capital expenses that occurred in 2015. However, there were also more liquid funds in anticipation of large payments in early 2017. Materials and supplies increased mainly for stocking parts necessary for the new digital control system installed in 2015. Craig Station fuel inventory levels have been higher than normal as a result of lower generation due to scheduled and unplanned maintenance outages and surplus sales market conditions. These increases were partially offset by decreases in other temporary investments and accounts receivable. In 2015, current and other assets decreased $7.8 million primarily due to a decrease in cash and cash equivalents. Cash decreased as a result of increased expenses related to the scheduled maintenance outages along with continued capital investments. Regulatory assets and other long-term assets also decreased. These decreases were partially offset by increases in fuel inventory, other temporary investments, accounts receivable, material and supplies and prepayments. Fuel inventory was the largest increase. The inventory balance at the Rawhide Energy Station was lower than normal at the beginning of 2015 but inventory was built back to normal levels over the course of the year. Craig Station inventory Independent Auditor’s Report 2016 31 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Net Position (continued) levels were higher than normal as a result of lower generation due to scheduled and unplanned maintenance outages and surplus sales market conditions. Deferred outflows of resources increased $18.0 million in 2016. This amount includes 2016 pension contributions, differences between the pension plan’s expected and actual experience, changes in actuarial assumptions, and differences in actual and expected earnings of the pension investments that will be amortized over future periods. In addition, the Series JJ Bond financing that occurred in 2016 refinanced a partial amount of Series HH Bonds resulting in an unamortized deferred loss on debt refunding. In 2015, deferred outflows of resources increased $4.3 million due to implementing GASB 68. This amount includes 2015 pension contributions and differences in actual and expected earnings of the pension investments that will be amortized over future periods. Partially offsetting this increase is the amortization of the deferred losses on debt refunding. Noncurrent liabilities increased $60.6 million in 2016 mainly due to increased long-term debt, net pension liability, and other liabilities. The Series JJ Bonds were issued in 2016 increasing long-term debt. The net pension liability increased as a result of below target market returns, and plan assumption changes. Other liabilities increased as a result of recording the estimated future closure costs for impoundments at the Rawhide Energy Station. These increases were partially offset by principal retirements of debt and decreases in the capitalized lease obligation, and the Trapper Mine Reclamation liability. The capitalized lease obligation was fulfilled as the final debt payment associated with the Windy Gap Project was made in 2016. The Trapper Mine Reclamation liability decreased as portions of the mine were reclaimed earlier than anticipated. Noncurrent liabilities decreased $14.1 million in 2015. The decrease was mainly the result of the principal retirements of debt and a decrease in the capitalized lease obligation. In 2015, the net pension liability of $6.7 million was recorded as required by GASB 68. Additional details about long-term debt can be found in Note 7 and the defined benefit pension liability in Note 11 to the financial statements. Current liabilities reflect a $2.3 million decrease in 2016 due to decreases in accounts payable and the current portion of the capitalized lease obligation partially offset by increases in the current portion of long-term debt, accrued interest, and other liabilities. As mentioned previously, the capitalized lease obligation was relieved as the final debt payment associated with the Windy Gap Project was completed. In 2015, current liabilities reflected a $2.0 million increase due to increases in accounts payable and the current portion of the capitalized lease obligation partially offset by decreases in the current portion of long-term debt, accrued interest, 32 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Net Position (continued) and other liabilities. Accounts payable increased due to accrued but unpaid expenses for the Rawhide Unit 1 scheduled maintenance outage that occurred at the end of 2015. Deferred inflows of resources increased $3.6 million in 2016 due to recording the accrual for the 2018 scheduled maintenance outage expenses for Rawhide Unit 1. Pension deferrals reflect a small decrease for the amortization of differences in the pension plan’s expected and actual experience and assumption changes. Deferred inflows of resources decreased $7.2 million in 2015 due to reversing the accrual for the 2015 scheduled maintenance outage expenses for Rawhide Unit 1. Additional pension deferrals to reflect differences in the pension plan’s expected and actual experience and assumption changes were recorded as a result of implementing GASB 68, which will be amortized over future periods. *Information in this table regarding December 31, 2014 has not been restated for the prior year implementation of GASB 68. Condensed Statements of Revenues, Expenses and Changes in Net Position Years Ended December 31, 2016 2015 2014* (In thousands) Operating revenues $ 205,293 $ 199,433 $ 199,867 Operating expenses 181,698 184,741 174,985 Operating income 23,595 14,692 24,882 Nonoperating expenses, net (5,630) (7,905) (8,276) Income before contributions 17,965 6,787 16,606 Contributions of assets to municipalities (191) (155) (155) Change in net position 17,774 6,632 16,451 Beginning net position 498,663 492,031 478,457 Ending net position $ 516,437 $ 498,663 $ 494,908 Independent Auditor’s Report 2016 33 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Changes in Net Position Net position increased $17.7 million in 2016, $13.9 million higher than 2015. There was an increase in operating revenues and a decrease in both operating expenses and nonoperating expenses, net. Net position increased $3.8 million in 2015, $12.6 million lower than 2014. An increase in operating expenses and a decrease in operating revenues more than offset a decrease in nonoperating expenses, net. The $2.9 million adjustment for a change in accounting principle with the implementation of GASB 68 also impacted the change in net position. Operating revenues in 2016 increased $5.9 million from 2015. Municipal sales revenue increased $9.2 million over 2015 primarily as the result of a 4.5% increase in wholesale rates. Municipal energy deliveries increased 0.5% and billing demand decreased 0.1% from 2015. Surplus sales revenue (sales for resale and other) decreased $3.3 million in 2016 compared to 2015 resulting from lower short-term sales. Short-term sales decrease was a result of a lower average selling price and less energy sold. The surplus market conditions continued to be unfavorable this past year as a result of low natural gas prices, mild weather, and additional renewable resources on the market. Wheeling revenues increased 2.9% primarily as a result of an increase in customer loads. Operating revenues in 2015 decreased $0.4 million from 2014. Municipal sales revenue increased $6.2 million over 2014 as the result of a 2.5% increase in wholesale rates and an increase in municipal energy deliveries of 1.5%. Billing demand decreased 0.4% from 2014. Surplus sales revenue (sales for resale and other) decreased $6.7 million in 2015 compared to 2014 resulting from lower contract and short-term sales. Contract sales decreased $0.9 million as the contract ended mid-year 2015. Short-term sales decreased $5.8 million with a lower average selling price and less energy sold. The surplus market conditions were unfavorable this past year as a result of low natural gas prices and mild weather. Wheeling revenues were relatively flat from 2014. 34 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Changes in Net Position (continued) Operating expenses in 2016 decreased $3.0 million from 2015. Purchased power costs for 2016 increased $0.7 million compared to 2015. Wind purchased power increased $1.5 million as a result of favorable wind conditions. Solar purchased power contracts began in the fall of 2016 increasing expense by $0.8 million. The increase in costs was partially offset by market purchases and other purchased power costs that were $1.3 million lower mainly due to the Rawhide Unit 1 and Craig Unit 2 scheduled maintenance outages in 2015. Purchased reserves also decreased $0.3 million due to self-providing reserves. Fuel expense decreased $0.1 million from 2015. Fuel for the Craig units was $1.9 million below 2015 and Rawhide Unit 1 was $2.4 million above 2015. The Craig units’ generation was 14% less than 2015 primarily because the Craig units were held back due to the unfavorable surplus sales market. Rawhide Unit 1’s generation was 15% higher because of the 2015 planned outage. Natural gas for the combustion turbines decreased $0.6 million as the units were required less due to more favorable market prices. Operations and maintenance expenses were $5.4 million less than 2015. Rawhide Unit 1 had a six-week scheduled maintenance outage in 2015 resulting in the majority of the decrease in 2016. Administrative and general expenses increased $1.5 million over 2015 primarily due to increased demand side management program funding, and personnel expenses. Operating expenses in 2015 increased $9.8 million over 2014. Purchased power costs for 2015 increased $5.6 million compared to 2014. Wind purchased power contracts were in place for a full year in 2015 resulting in $4.8 million more in expense. Market purchases were $5.6 million higher for the Rawhide Unit 1 and Craig Unit 2 scheduled maintenance outages and to meet loads during peak periods but were offset by the $5.0 million replacement power outage accrual. Purchased reserves also increased $0.7 million due to reserves required for the additional wind on Platte River’s system. The increase in costs was partially offset by $0.3 million received from Tri-State under the forced outage exchange agreement and $0.2 million in other expenses. Independent Auditor’s Report 2016 35 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Changes in Net Position (continued) Fuel expense decreased $3.5 million from 2014. The majority of the decrease relates to fuel for the Craig units and Rawhide Unit 1, $2.9 million and $1.5 million, respectively. The Craig units’ generation was 11.7% less than 2014 as Craig Unit 2 had a six-week scheduled maintenance outage. In addition, Craig units were held back due to the unfavorable surplus sales market. Rawhide Unit 1’s generation was 10.8% less than 2014 mainly due to a six-week scheduled maintenance outage. Natural gas for the combustion turbines increased $0.9 million to meet load requirements and sales. Operations and maintenance expenses were $7.5 million more than 2014. Rawhide Unit 1 had a six-week scheduled maintenance outage creating the majority of the increase over 2014. The outage was one of the most extensive outages performed since 2005. Major activities included a complete inspection of the turbine and generator, and extensive inspections of the boiler, burners, and air heater system to address areas of concern identified in the 2014 minor outage. Craig Unit 2 also performed a six-week scheduled maintenance outage. This outage was necessary for the construction of the SCR project that is scheduled to go commercial in the spring of 2017. The overall outage expenses were offset by amounts previously accrued. The increase in 2015 is also partially due to an increase of $2.3 million in wheeling expenses, which were required for the transmission of the additional wind purchases. Administrative and general expenses increased $1.5 million over 2014 mainly due to increased personnel expenses, demand side management program funding, professional services, and facilities planning and maintenance. Depreciation expense decreased $1.4 million from 2014 as the original Rawhide Energy Station and Craig Station assets reached the end of their depreciable lives. Nonoperating expenses, net, decreased $2.3 million in 2016 compared to 2015. The Series JJ Bond financing resulted in lower interest expense of $0.9 million, net of bond amortizations. Further, $1.1 million of interest expense was capitalized for projects in progress. Also contributing to lower net expenses was an increase in interest income of $0.3 million. Nonoperating expenses, net, decreased $0.4 million in 2015 compared to 2014. The main contributor is lower interest expense of $1.0 million. Other income decreased $0.5 million as there was a one-time water lease of surplus effluent in 2014. Higher interest income of $0.1 million and a decrease in fair value of investments of $0.2 million were also recorded in 2015. 36 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Operating Revenues and Expenses (In millions) $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 Municipal Sales Surplus Sales and Other 2016 2015 2014 Operating Revenues $0 $10 $20 $30 $40 $50 $60 $70 Purchased Power Fuel Operations & Maintenance Administrative & General Depreciation 2016 2015 2014 Operating Expenses Independent Auditor’s Report 2016 37 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Debt Ratings Standards & Poor’s (S&P) and Fitch Ratings assigned ratings of AA to Platte River’s Series JJ Bonds issued in April 2016. The ratings on Platte River’s existing bonds remained unchanged. B o n d I s s u e M o o d y ’ s S & P F i t c h Power Revenue Bonds S e r i e s G G A a 2 A A A A S e r i e s H H A a 2 A A A A S e r i e s I I A a 2 A A A A S e r i e s J J N / A A A A A Budgetary Highlights Platte River’s Board of Directors approved the 2016 Annual Budget with total revenues of $217.5 million, operating expenses of $169.9 million, debt service expenditures of $31.0 million and capital additions of $47.7 million. The following budgetary highlights are presented on a non-GAAP budgetary basis. Total operating revenues of $205.3 million ended the year $10.5 million below budget. Municipal sales of $185.2 million were $0.4 million below budget due to below-budget variance in billing demand. Energy deliveries were just slightly below budget. Surplus sales and wheeling totaled $20.1 million and were $10.1 million below budget, negatively impacted by a weak surplus sales market. Low natural gas prices, mild weather, and additional renewable resources on the market impacted the average sales price, which excluding combustion turbine sales was 18% below budget. As a result of the market, approximately 29% less energy was sold as the Craig units were held back. Wheeling revenues were close to budget. Operating expenses totaled $154.4 million and were $15.5 million below budget. Fuel expense was the largest variance, $8.6 million below budget, primarily due to 19.2% lower generation from the Craig units as a result of surplus sales market conditions and the extension of the scheduled outage of Craig Unit 1. Rawhide Unit 1’s generation was also 4.3% below budget mainly due to the screen maintenance outage. Lower coal prices than budget were experienced for both Rawhide Unit 1 and the Craig units. Above-budget natural gas expense partially offsets the below-budget coal expense. Natural gas expense was above budget due to operating the combustion turbines to meet load requirements and surplus sales. 38 Independent Auditor’s Report 2016 Platte River Power Authority Management’s Discussion and Analysis (continued) (Unaudited) December 31, 2016 and 2015 Budgetary Highlights (continued) Production expenses ended the year $3.4 million below budget with lower-than-budgeted operations and maintenance costs for the Rawhide Unit 1, Craig units, the combustion turbines, and power operations. Water related expenses at the Rawhide Energy Station were less than planned primarily due to the final debt payment associated with the Windy Gap Project made in 2016. Further, personnel expenses were lower due to vacant positions and other operations and maintenance projects were canceled, delayed, or completed under budget. As mentioned previously, Craig Unit 1 underwent a scheduled maintenance outage that was completed successfully and under budget. Administrative and general expenses were $1.5 million below budget mainly due to personnel expenses from vacant positions, planning expenses, consulting services, and a delay in the implementation of the demand response program. Purchased power expenses were $1.0 million below budget. Energy was provided to Tri-State under the forced outage assistance agreement creating a credit to purchased power. There were also fewer reserve purchases mainly due to holding reserves on the generating units, taking advantage of lower cost options by purchasing reserves from other sources, and lower loads. These below-budget expenses were partially offset by above-budget supplemental purchases, which were required due to the scheduled maintenance outages. Market purchases were also made to take advantage of the favorable pricing. Lastly, favorable wind conditions resulted in higher generation from purchased power contracts for wind energy. Transmission expenses were below budget $0.9 million from lower personnel expenses, joint facility expenses, substation projects, and wheeling expenses. Debt service expenditures totaled $29.6 million, which were $1.4 million below budget due to favorable results from the Series JJ Bond financing and capitalizing more interest expense than budgeted. Capital additions of $38.4 million were $9.3 million below budget. This variance was due to construction schedule changes, scope changes, contract delays, internal resource constraints, canceled projects, and favorable pricing. Production additions, transmission additions and general additions were below budget $6.9 million, $2.3 million and $0.1 million, respectively. The majority of the variance will be carried over to the 2017 Annual Budget in order to complete the projects. (See Budgetary Comparison Schedule presented as Other Information as listed in the table of contents.) Independent Auditor’s Report 2016 39 Platte River Power Authority Statements of Net Position December 31, 2016 and 2015 December 31, 2016 2015 Assets Electric utility plant, at original cost (Notes 3 and 4): Land and land rights $ 16,997 $ 14,515 Plant and equipment in service 1,287,246 1,275,987 Less: accumulated depreciation (782,145) (759,951) Plant in service, net 522,098 530,551 Construction work in progress 57,036 43,902 Total electric utility plant 579,134 574,453 Special funds and investments (Note 5): Restricted funds and investments 61,624 22,201 Dedicated funds and investments 60,787 57,766 Total special funds and investments 122,411 79,967 Current assets: Cash and cash equivalents (Notes 3 and 5) 14,159 10,126 Other temporary investments (Note 5) 18,888 20,711 Accounts receivable—municipalities 15,410 14,503 Accounts receivable—other 6,457 7,501 Fuel inventory, at last-in, first-out cost 14,607 13,590 Materials and supplies inventory, at average cost 13,470 12,362 Prepayments and other assets 1,358 1,364 Total current assets 84,349 80,157 Noncurrent assets: Regulatory assets (Note 9) 6,507 2,437 Other long-term assets 7,731 1,355 Total noncurrent assets 14,238 3,792 Total assets 800,132 738,369 Deferred Outflows of Resources Deferred loss on debt refundings (Note 7) 9,916 1,033 Pension deferrals (Note 11) 14,234 5,141 Total deferred outflows of resources 24,150 6,174 See accompanying notes. (In thousands) 40 Independent Auditor’s Report 2016 Platte River Power Authority Statements of Net Position (continued) December 31, 2016 and 2015 December 31, 2016 2015 Liabilities Noncurrent liabilities (Notes 3 and 6): Long-term debt, net (Note 7) $ 227,288 $ 183,559 Capitalized lease obligation (Note 8) – 3,229 Net pension liability (Note 11) 20,508 6,693 Other liabilities and credits 16,012 9,682 Total noncurrent liabilities 263,808 203,163 Current liabilities: Current maturities of long-term debt (Note 7) 23,550 16,615 Current portion of capitalized lease obligation (Note 8) – 3,063 Accounts payable 13,037 19,297 Accrued interest 849 780 Accrued liabilities and other 1,400 1,343 Total current liabilities 38,836 41,098 Total liabilities 302,644 244,261 Deferred Inflows of Resources Regulatory credits (Note 9) 4,729 1,006 Pension deferrals (Note 11) 472 613 Total deferred inflows of resources 5,201 1,619 Net Position Net investment in capital assets (Note 10) 369,729 366,412 Restricted 25,616 21,421 Unrestricted 121,092 110,830 Total net position $ 516,437 $ 498,663 See accompanying notes. (In thousands) Independent Auditor’s Report 2016 41 Platte River Power Authority Statements of Revenues, Expenses, and Changes in Net Position December 31, 2016 and 2015 2016 2015 Operating revenues (Note 3): Sales to municipalities $ 185,214 $ 175,998 Sales for resale and other 20,079 23,435 Total operating revenues 205,293 199,433 Operating expenses: Purchased power 33,270 32,548 Fuel 46,361 46,446 Operations and maintenance 57,481 62,854 Administrative and general 17,366 15,906 Depreciation 27,220 26,987 Total operating expenses 181,698 184,741 Operating income 23,595 14,692 Nonoperating revenues (expenses) (Notes 5 and 7) : Interest income 1,084 745 Other income 846 900 Interest expense (8,523) (9,438) Allowance for funds used during construction 1,137 – Net decrease in fair value of investments (Note 5) (174) (112) Total nonoperating revenues (expenses) (5,630) (7,905) Income before contributions 17,965 6,787 Contributions of assets to municipalities (Note 13) (191) (155) Change in net position 17,774 6,632 Net position at beginning of year 498,663 492,031 Net position at end of year $ 516,437 $ 498,663 See accompanying notes. Years Ended December 31, (In thousands) 42 Independent Auditor’s Report 2016 Platte River Power Authority Statements of Cash Flows December 31, 2016 and 2015 2016 2015 Cash flows from operating activities Receipts from customers $ 205,190 $ 199,008 Payments for operating goods and services (132,698) (136,175) Payments for employee services (32,985) (32,472) Net cash provided by operating activities 39,507 30,361 Cash flows from capital and related financing activities Additions to electric utility plant (27,313) (27,747) Payments from accounts payable incurred for electric utility plant additions (2,608) (962) Deposits into escrow for bond defeasance (119,164) – Proceeds from issuance of long-term debt 179,170 – Principal payments on long-term debt (16,615) (21,980) Interest payments on long-term debt (9,996) (9,874) Net cash provided by (used in) capital and related financing activities 3,474 (60,563) Cash flows from investing activities Purchases and sales of temporary and restricted investments, net (40,786) 14,505 Interest and other income, including realized gains and losses 1,838 1,589 Net cash (used in) provided by investing activities (38,948) 16,094 Increase (decrease) in cash and cash equivalents 4,033 (14,108) Balance at beginning of year in cash and cash equivalents 10,126 24,234 Balance at end of year in cash and cash equivalents $ 14,159 $ 10,126 See accompanying notes. (In thousands) Years Ended December 31, Independent Auditor’s Report 2016 43 Platte River Power Authority Statements of Cash Flows (continued) December 31, 2016 and 2015 2016 2015 Reconciliation of operating income to net cash provided by operating activities Operating income $ 23,595 $ 14,692 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation 27,220 26,987 Changes in assets and liabilities which provided (used) cash: Accounts receivable 138 (514) Fuel and materials and supplies inventories (2,126) (6,062) Prepayments and other assets (10,507) 582 Deferred outflows of resources (9,094) (1,236) Accounts payable (7,295) 5,965 Net pension liability 13,815 (89) Other liabilities 179 (2,803) Deferred inflows of resources 3,582 (7,161) Net cash provided by operating activities $ 39,507 $ 30,361 Noncash capital and related financing activities Additions of electric utility plant through incurrence of accounts payable $ 3,643 $ 2,608 Amortization of bond premiums and deferred loss on refundings (1,696) (522) Amortization of regulatory asset (debt issuance costs) 153 173 See accompanying notes. Years Ended December 31, (In thousands) 44 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements December 31, 2016 and 2015 1. Organization Platte River Power Authority (Platte River) was organized in accordance with Colorado law as a separate governmental entity by the four municipalities of Estes Park, Fort Collins, Longmont, and Loveland. Platte River contracted to supply the wholesale electric power and energy requirements of each of these municipalities (except for energy produced by each municipality’s hydro facilities in service at September 1974). These contracts currently extend through December 31, 2050. Each of the four member municipalities has a residual interest in Platte River’s assets and liabilities upon dissolution, which is proportional to the total revenue received from each municipality since Platte River was organized, less any contributions of assets previously distributed. Based upon electric revenues billed from inception through December 31, 2016, these residual interests are approximately as follows: R e s i d u a l I n t e r e s t City of Fort Collins 48% City of Longmont 26% City of Loveland 21% Town of Estes Park 5% 1 0 0 % Under Colorado law and the municipal contracts, Platte River’s Board of Directors has the exclusive authority to establish the electric rates to be charged to the member municipalities. Platte River must follow specified statutory procedures, including public notice and holding a hearing to receive public comments, before adopting an annual budget and implementing any changes in the electric rates. 2. Operations Rawhide Energy Station The Rawhide Energy Station consists of Rawhide Unit 1, a 280-megawatt (net) coal-fired generating facility, a cooling pond, coal-handling facilities, related transmission facilities, five simple-cycle gas-fired combustion turbines and a 30-megawatt solar facility. Natural gas Units A through D have a summer peaking capacity of 65 megawatts each and Unit F has a summer peaking capacity of 128 megawatts. The Rawhide Energy Station facilities, except for the solar facility, are wholly owned and operated by Platte River. Independent Auditor’s Report 2016 45 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 2. Operations (continued) Yampa Project Platte River owns 18%, or 154 megawatts, of Craig Units 1 and 2 of the Yampa Project as a tenant-in-common with four other electric utilities. The current Yampa Project Participation Agreement took effect on April 15, 1992. The Yampa Project consists of 855 megawatts of coal- fired generation and associated transmission plant facilities located near the town of Craig in northwestern Colorado. Platte River’s share of the plant investment is included in plant in service, net, in the accompanying statements of net position. Platte River’s share of operating expenses of the Yampa Project is included in operating expenses in the accompanying statements of revenues, expenses and changes in net position. Separate financial statements for the Yampa Project are not available. In addition, Platte River and all but one of the other Yampa Project participants own Trapper Mining, Inc., which owns and operates the adjacent coal mine that supplies the majority of Craig Units 1 and 2 fuel needs. 3. Summary of Significant Accounting Policies Reporting Entity For financial reporting purposes, Platte River meets the criteria of an “other stand-alone government” and has no component units as defined in Governmental Accounting Standards Board (GASB) Statements No. 14, as amended, and 39, The Financial Reporting Entity and Determining Whether Certain Organizations Are Component Units—an amendment of GASB Statement No. 14. As a municipal utility and a separate governmental entity, Platte River is exempt from taxes on its property and income. 46 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 3. Summary of Significant Accounting Policies (continued) Basis of Accounting Platte River accounts for its financial operations as a “proprietary fund” and the accompanying financial statements have been prepared using the accrual method of accounting in conformity with accounting principles generally accepted in the United States of America. Platte River’s accounts are maintained in accordance with the Uniform System of Accounts as prescribed by the Federal Energy Regulatory Commission. As a Board-regulated entity, Platte River is subject to the provisions of GASB Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements, Regulated Operations, paragraphs 476–500, which requires the effects of the rate-making process to be recorded in the financial statements. Accordingly, certain expenses and revenues normally reflected in the statements of revenues, expenses and changes in net position as incurred are recognized when they are included in Platte River’s wholesale rates. Platte River has recorded various regulatory assets and credits to reflect the rate-making process (Note 9). Budgetary Process A formal budgetary process is required by Colorado State Local Government Law and is utilized as a management control tool. A proposed annual budget must be submitted to Platte River’s Board of Directors by October 15 of each year. Following public hearings, the budget is considered for adoption by the Board of Directors on or before December 31. Since Platte River operates as an enterprise, it is not subject to Colorado’s Taxpayers’ Bill of Rights (TABOR) provisions. Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America as prescribed by GASB requires management to make estimates and assumptions that affect the reported amounts of assets, deferred outflows of resources, liabilities and deferred inflows of resources and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results may differ from those estimates. Independent Auditor’s Report 2016 47 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 3. Summary of Significant Accounting Policies (continued) Electric Utility Plant and Depreciation Electric utility plant is stated at the historical cost of construction. Construction costs include labor, materials, contracted services, and the allocation of indirect charges for engineering, supervision, transportation, and administrative expenses. The cost of additions to utility plant and replacement property units is capitalized. Repairs, maintenance, and minor replacement costs are charged to expense when incurred. When construction is debt-financed, an allowance for borrowed funds used during construction is included in the project cost. Depreciation is recorded using the straight-line method over the estimated useful lives of the various classes of plant in service, which range from five to fifty years. Depreciation expense was approximately 2.1% of depreciable property for the years 2016 and 2015. The original cost of property replaced or retired, and removal costs less salvage, are charged to accumulated depreciation. Cash and Cash Equivalents For purposes of the statements of cash flows, Platte River considers all cash on deposit with financial institutions and highly liquid investments with an original maturity of less than three months, excluding special funds and investments, as cash and cash equivalents. Closure and Postclosure Care Costs of Disposal Facility Platte River accrues a liability of estimated future closure and postclosure care costs for its Rawhide Energy Station ash disposal facility. The liability is determined by multiplying the estimated closure and postclosure care costs in current dollars by the percentage of the disposal facility’s total estimated capacity used through the end of the year. Closure Costs for Impoundments Platte River is obligated under state laws and regulations to remove wastes from impoundments at the Rawhide Energy Station and confirm that any environmental impact has been addressed prior to closing them. During 2016, the State of Colorado notified Platte River of the need to report a liability for such removal and closure costs. 48 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 3. Summary of Significant Accounting Policies (continued) Closure Costs for Impoundments (continued) At December 31, 2016, Platte River accrued a liability of $7,557,000 for the estimated clean closure costs of these impoundments. A corresponding amount was recognized in other long- term assets. Beginning in 2017, Platte River will amortize these costs over 30 years, the estimated remaining useful life of the facility. Platte River is in compliance with the financial assurances required by the state. Long-term Debt The difference between the reacquisition price and the net carrying amount of refunded debt (deferred amount on refundings) in an advance refunding transaction is deferred and amortized as a component of interest expense using the bonds outstanding method over the shorter of the remaining life of the defeased debt or the life of the new debt. The deferred amount is reported as a deferred outflow of resources. Energy Risk Management Platte River has established a formal energy risk management program to manage its exposure to risks associated with wholesale energy and natural gas market price fluctuations. Under Board of Directors’ approved policies, Platte River may use various physical and financial instruments, such as physical forward contracts, futures, swaps, and option agreements. These transactions are hedges and any expense, gain or loss that is realized on these transactions is recorded as purchased power or fuel expense in the accompanying statements of revenues, expenses and changes in net position. There were no natural gas swap contracts entered into during 2016 and no swap contracts were outstanding at December 31, 2016 and 2015. During 2015, Platte River entered into natural gas swap contracts to fix prices for the purpose of hedging against natural gas price fluctuations. The contracts were based on the Colorado Interstate Gas Co. (CIG) index published in Gas Daily. Swap contracts for 40,000 mmBtu at an average fixed price of $2.96 per mmBtu expired in July and August 2015. As a result of these hedging contracts, there was an increase in fuel expense of $15,000 for the year ended December 31, 2015. No cash was paid or received by Platte River when the contracts were initiated. Platte River is the fixed price payer. The natural gas swap contracts are considered normal purchase contracts because Platte River takes delivery of the natural gas. Thus, the contracts are not included in the scope of GASB Statement No. 53, Accounting and Financial Reporting for Derivative Instruments Independent Auditor’s Report 2016 49 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 3. Summary of Significant Accounting Policies (continued) Operating Revenues and Expenses Operating revenues and expenses consist of those revenues and costs directly related to the generation, purchase, and transmission of electricity. Operating revenues are billed and recorded at the end of each month for all electricity delivered. Revenues and expenses related to financing, investing, and other activities are considered to be nonoperating. Defined Benefit Pension Plan The Platte River Power Authority Defined Benefit Plan (the Plan) is a single-employer defined benefit pension plan. For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Plan and additions to/deductions from the Plan’s fiduciary net position have been determined on the same basis as they are reported by the Plan. For this purpose, benefit payments are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Deferred Outflows of Resources Deferred outflows consist of unamortized deferred losses on refunding of debt and pension- related deferrals. Deferred Inflows of Resources Deferred inflows consist of the estimated incremental expenses of scheduled major maintenance outages and pension-related deferrals. Use of Restricted and Unrestricted Resources The use of restricted and unrestricted resources will be based on the intended purposes as indicated in the bond resolutions. 50 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 3. Summary of Significant Accounting Policies (continued) Recent Accounting Pronouncements Platte River implemented GASB Statement No. 72, Fair Value Measurement and Application, in 2016. Because Platte River was already reporting investments at fair value, the primary effect of the implementation was additional note disclosures. In 2015, Platte River implemented GASB Statement No. 68, Accounting and Financial Reporting for Pensions, an amendment of GASB Statement No. 27 and GASB Statement No. 71, Pension Transition for Contributions Made Subsequent to the Measurement Date—an amendment of GASB Statement No. 68. In implementing GASB 68 and 71, Platte River recognized the effect of a change in accounting principle in the amount of $6,782,000 for the net pension liability and $3,905,000 to deferred outflows of resources for the 2014 pension contribution made subsequent to the measurement date for a net adjustment to net position of $2,877,000 as of January 1, 2015. There was no impact to deferred inflows of resources for prior years. 4. Electric Utility Plant Electric utility plant asset activity for the year ended December 31, 2016, was as follows: December 31 2015 Increases Decreases December 31 2016 (In thousands) N o n d e p r e c i a b l e a s s e t s : Land and land rights $ 14,515 $ 2,482 $ – $ 16,997 Construction work in progress 43,902 38,404 (25,270) 57,036 5 8 , 4 1 7 4 0 , 8 8 6 ( 2 5 , 2 7 0 ) 74,033 D e p r e c i a b l e a s s e t s : Production plant 893,311 12,448 (9,928) 895,831 Transmission plant 345,506 9,014 (607) 353,913 General plant 37,170 1,924 (1,592) 37,502 1 , 2 7 5 , 9 8 7 2 3 , 3 8 6 ( 1 2 , 1 2 7 ) 1,287,246 L e s s a c c u m u l a t e d depreciation (759,951) (27,220) 5,026 (782,145) Total electric utility plant $ 574,453 $ 37,052 $ (32,371) $ 579,134 Independent Auditor’s Report 2016 51 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 4. Electric Utility Plant (continued) Electric utility plant asset activity for the year ended December 31, 2015, was as follows: December 31 2014 Increases Decreases December 31 2015 (In thousands) N o n d e p r e c i a b l e a s s e t s : Land and land rights $ 14,515 $ – $ – $ 14,515 Construction work in progress 19,603 33,219 (8,920) 43,902 3 4 , 1 1 8 3 3 , 2 1 9 ( 8 , 9 2 0 ) 5 8 , 4 1 7 D e p r e c i a b l e a s s e t s : Production plant 891,344 4,240 (2,273) 893,311 Transmission plant 343,649 3,019 (1,162) 345,506 General plant 35,717 2,032 (579) 37,170 1 , 2 7 0 , 7 1 0 9 , 2 9 1 ( 4 , 0 1 4 ) 1 , 2 7 5 , 9 8 7 L e s s a c c u m u l a t e d depreciation (733,588) (26,987) 624 (759,951) Total electric utility plant $ 571,240 $ 15,523 $ (12,310) $ 574,453 5. Cash and Investments Investment of Platte River’s funds is administered in accordance with Colorado law and Platte River’s General Power Bond Resolution, Fiscal Resolution and Investment Policy. Accordingly, Platte River may only invest in obligations of the United States government and its agencies and other investments permitted under Colorado law. Platte River records its investments at their estimated fair market values. The unrealized holding gains and losses on these investments are included in net increase (decrease) in fair value of investments in the statements of revenues, expenses and changes in net position. The fair value of investments is presented on the statements of net position as special funds and investments, cash and cash equivalents, and other temporary investments. Special funds and investments are either internally dedicated by Board Resolution (dedicated funds and investments) or restricted as to use by Platte River’s General Power Bond Resolution (restricted funds and investments). The fair value of investments, exclusive of accrued interest of $233,000 and $140,000 as of December 31, 2016 and 2015, respectively, are shown in the following tables. 52 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 5. Cash and Investments (continued) As of December 31, 2016, Platte River had the following cash and investments and related maturities: Investment Maturities (in years) Cash and Investment Type Fair Value Less Than 1 1 - 2 2 - 3 3 - 4 4 - 5 (In thousands) U.S. Treasuries $ 39,858 $ 24,002 $ 10,901 $ 4,955 $ – $ – U.S. Agencies: F F C B 1 6 , 0 6 3 9 , 0 4 4 1 , 9 8 2 5 , 0 3 7 – – F H L B 1 2 , 5 6 9 5 , 1 0 9 4 , 4 8 6 2 , 9 7 4 – – F H L M C 1 , 9 8 8 – 1 , 9 8 8 – – – F N M A 9 , 4 5 5 – – 9 , 4 5 5 – – Total securities 79,933 38,155 19,357 22,421 – – Certificates of deposit 8,133 8,133 – – – – Cash and money market funds 3,822 3,822 – – – – L o c a l g o v e r n m e n t i n v e s t m e n t p o o l s 6 3 , 3 3 7 6 3 , 3 3 7 – – – – Total cash and investments $155,225 $113,447 $ 19,357 $ 22,421 $ – $ – Statement of net position presentation of cash, cash equivalents and investments is as follows as of December 31, 2016: F a i r Value Accrued Interest Total (In thousands) Restricted funds and investments $ 61,569 $ 55 $ 61,624 Dedicated funds and investments 60,658 129 60,787 Cash and cash equivalents 14,158 1 14,159 Other temporary investments 18,840 48 18,888 Total cash and investments $ 155,225 $ 233 $ 155,458 Independent Auditor’s Report 2016 53 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 5. Cash and Investments (continued) As of December 31, 2015, Platte River had the following cash and investments and related maturities: Investment Maturities (in years) Cash and Investment Type Fair Value Less Than 1 1 - 2 2 - 3 3 - 4 4 - 5 (In thousands) U.S. Treasuries $ 48,955 $ 21,004 $ 23,936 $ 4,015 $ – $ – U.S. Agencies: F F C B 1 1 , 0 0 7 – 9 , 0 2 0 1 , 9 8 7 – – F H L B 1 5 , 0 1 2 3 , 8 6 4 5 , 0 9 6 6 , 0 5 2 – – F H L M C 1 1 , 0 9 8 1 1 , 0 9 8 – – – – F N M A 3 , 0 0 0 3 , 0 0 0 – – – – Total securities 89,072 38,966 38,052 12,054 – – Certificates of deposit 11,099 3,012 8,087 – – – Cash and money market funds 9,873 9,873 – – – – L o c a l g o v e r n m e n t i n v e s t m e n t p o o l s 6 2 0 6 2 0 – – – – Total cash and investments $110,664 $ 52,471 $ 46,139 $ 12,054 $ – $ – Statement of net position presentation of cash, cash equivalents and investments is as follows as of December 31, 2015: Fair Value Accrued Interest Total (In thousands) Restricted funds and investments $ 22,190 $ 11 $ 22,201 Dedicated funds and investments 57,665 101 57,766 Cash and cash equivalents 10,126 – 10,126 Other temporary investments 20,683 28 20,711 Total cash and investments $ 110,664 $ 140 $ 110,804 54 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 5. Cash and Investments (continued) Interest Rate Risk As a means of limiting its exposure to fair value losses arising from rising interest rates, Platte River’s investment policy and Colorado state statutes limit the investment portfolio to maturities of five years or less. Platte River uses a laddered approach to investing funds based on projected cash flows. The assumed maturity date for callable securities is based on market conditions as of December 31, 2016. If the price of the security is at or above its call price, the security is assumed to be redeemed on its next call date. Credit Risk Platte River’s investment policy allows investments in local government investment pools and money market funds. As of December 31, 2016, Platte River maintained investments in funds managed by the local government investment pool Colorado Local Government Liquid Asset Trust (COLOTRUST), and the Colorado Statewide Investment Program (CSIP). Both of these funds are rated AAAm by Standard and Poor’s Ratings Services (S&P). Platte River’s investments in Federal Farm Credit Bank (FFCB), Federal Home Loan Bank (FHLB), Federal Home Loan Mortgage Corporation (FHLMC), and Federal National Mortgage Association (FNMA) were rated Aaa by Moody’s Investors Service and AA+ by S&P. Concentration of Credit Risk Platte River’s investment policy states that assets held in Platte River’s funds shall be diversified to eliminate the risk of loss resulting from over concentration of assets in a specific maturity, a specific issuer or a specific class of securities. As of December 31, 2016, more than 5% of Platte River’s investments were concentrated in FFCB, FHLB and FNMA. These investments are 10%, 8% and 6%, respectively, of Platte River’s total investments (including outside investment pools and certificates of deposit). Independent Auditor’s Report 2016 55 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 5. Cash and Investments (continued) Fair Value Platte River categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are prices determined using observable inputs other than Level 1 prices such as quoted prices for similar assets, quoted prices in markets that are not active, or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets; Level 3 inputs are significant unobservable inputs. Platte River has the following recurring fair value measurements as of December 31, 2016: U.S Treasury securities of $39,858,000 are valued using quoted market prices (Level 1 inputs) U.S. Agency securities of $40,075,000 and Local Government Investment Pools of $63,337,000 are valued using Level 2 inputs Platte River had the following recurring fair value measurements as of December 31, 2015: U.S. Treasury securities of $48,955,000 are valued using quoted market prices (Level 1 inputs) U.S. Agency securities of $40,117,000 and Local Government Investment Pools of $620,000 are valued using Level 2 inputs 56 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 6. Noncurrent Liabilities Noncurrent liability activity for the year ended December 31, 2016 was as follows: December 31 2015 Additions Reductions December 31 2016 Due within one year (In thousands) Long-term debt, net $ 200,174 $ 179,170 $ (128,506) $ 250,838 $ 23,550 Capitalized lease obligation 6,292 – (6,292) – – Net pension liability 6,693 13,815 – 20,508 – Reclamation liability 4,253 – (1,162) 3,091 – Disposal facility closure costs 192 3 – 195 – Impoundments closure costs – 7,557 – 7,557 – Compensated absences 4,442 514 (462) 4,494 353 Lease advances 823 – (83) 740 83 Yampa employee obligation 360 11 – 371 – Total noncurrent liabilities $ 223,229 $ 201,070 $ (136,505) $ 287,794 $ 23,986 Noncurrent liability activity for the year ended December 31, 2015 was as follows: December 31 2014 Additions Reductions December 31 2015 Due within one year (In thousands) Long-term debt, net $ 223,552 $ – $ (23,378) $ 200,174 $ 16,615 Capitalized lease obligation 9,067 – (2,775) 6,292 3,063 Net pension liability – 6,693 – 6,693 – Reclamation liability 4,250 3 – 4,253 – Disposal facility closure costs 190 2 – 192 – Compensated absences 3,997 802 (357) 4,442 305 Lease advances 906 – (83) 823 83 Yampa employee obligation 353 7 – 360 – Total noncurrent liabilities $ 242,315 $ 7,507 $ (26,593) $ 223,229 $ 20,066 Independent Auditor’s Report 2016 57 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 7. Long-term Debt Long-term debt outstanding as of December 31, 2016 and 2015 consists of the following: D e c e m b e r 3 1 I n t e r e s t R a t e 2 0 1 6 2 0 1 5 (In thousands) P o w e r R e v e n u e B o n d s — S e r i e s G G : S e r i a l B o n d s — Maturing 6/1/2018 4.50%–5.00% $ 30,520 $ 41,560 S e r i e s H H : S e r i a l B o n d s — Maturing 6/1/2019 3.00%–5.00% 8,185 113,725 S e r i e s I I : S e r i a l B o n d s — Maturing 6/1/2037 4.00%–5.00% 31,955 37,430 S e r i e s J J : S e r i a l B o n d s — Maturing 6/1/2036 3.50%–5.00% 147,230 – 217,890 192,715 Unamortized bond premium 32,948 7,459 Total revenue bonds outstanding 250,838 200,174 Less: due within one year (23,550) (16,615) Total long-term debt, net $ 227,288 $ 183,559 ___________ Fixed rate bond premium costs are amortized over the terms of the related bond issues. Interest expense for the years ended December 31, 2016 and 2015 is comprised of the following: 2 0 1 6 2 0 1 5 (In thousands) Interest $ 10,066 $ 9,787 Amortization of bond related costs (1,543) (349) Total interest expense $ 8,523 $ 9,438 58 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 7. Long-term Debt (continued) Calendar year totals for monthly bond service funding requirements per bond resolution for all bonds outstanding, which may differ from actual semi-annual debt service requirements by year, are shown in the table below: Year ending December 31 Principal Interest Total (In thousands) Deposits in 2016 for 2017 payment $ 13,738 $ 904 $ 14,642 2 0 1 7 1 8 , 3 1 8 9 , 5 8 2 2 7 , 9 0 0 2 0 1 8 1 2 , 1 0 4 8 , 7 2 9 2 0 , 8 3 3 2 0 1 9 1 0 , 3 2 1 8 , 1 2 9 1 8 , 4 5 0 2 0 2 0 1 0 , 6 0 4 7 , 6 2 0 1 8 , 2 2 4 2 0 2 1 1 1 , 1 3 0 7 , 0 9 6 1 8 , 2 2 6 2 0 2 2 – 2 0 2 6 6 4 , 3 5 2 2 6 , 7 5 1 9 1 , 1 0 3 2 0 2 7 – 2 0 3 1 4 6 , 7 6 3 1 2 , 3 7 5 5 9 , 1 3 8 2 0 3 2 – 2 0 3 6 2 9 , 2 3 7 4 , 6 9 7 3 3 , 9 3 4 2 0 3 7 1 , 3 2 3 6 6 1 , 3 8 9 $ 2 1 7 , 8 9 0 $ 8 5 , 9 4 9 $ 3 0 3 , 8 3 9 In April 2016, Platte River issued $147,230,000 Series JJ Power Revenue Bonds at a true interest cost of 2.2%. The bonds were sold at a $31,940,000 premium, providing total bond proceeds of $179,170,000. Proceeds of $60,208,000 will be used to fund capital projects and pay issuance costs and $118,962,000 will be used to advance refund a portion of the outstanding Series HH Bonds. The refunding resulted in an economic gain (net present value savings) of $13,652,000. The proceeds from the Series JJ Bonds along with the proceeds and available cash from prior year’s refunded bonds have been placed in an irrevocable trust to provide for all future debt service payments on the refunded bonds. Accordingly, the trust account assets and the liability for the defeased bonds are not included in Platte River’s financial statements. As of December 31, 2016, $105,440,000 of the defeased Series HH Bonds and $16,975,000 of the defeased Series I Bonds remains outstanding. Independent Auditor’s Report 2016 59 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 7. Long-term Debt (continued) Bond Service Coverage Power revenue bonds are secured by a pledge of the revenues of Platte River after deducting operating expenses, as defined in the General Power Bond Resolution. The power revenue bonds issued by Platte River may be subject to early call provisions. Principal and interest payments are met from net revenues earned from wholesale electric rates charged to the municipalities and others, and from interest earnings. Under the General Power Bond Resolution, Platte River is required to charge wholesale electric energy rates to the municipalities that are reasonably expected to yield net revenues for the forthcoming 12-month period that are at least equal to 1.10 times total power bond service requirements. Under the General Power Bond Resolution, Platte River has established a Rate Stabilization Reserve Account. Deposits to this account are a reduction to current net revenues for purposes of computing bond service coverage. Future withdrawals will increase net revenues for purposes of computing bond service coverage and could assist Platte River, at such time, in meeting its wholesale rate covenant. The balances in the Rate Stabilization Reserve Account at December 31, 2016 and 2015 were $20,166,000 and $20,216,000, respectively, excluding accrued interest. The Rate Stabilization Reserve Account is included in dedicated funds and investments in the statements of net position. 60 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 7. Long-term Debt (continued) The following table is a calculation of the power revenue bond coverage ratios for the years ended December 31, 2016 and 2015: 2 0 1 6 2 0 1 5 (In thousands) N e t r e v e n u e s : Operating revenues $ 205,293 $ 199,433 Operating expenses, excluding depreciation 154,478 157,754 Net operating revenues 50,815 41,679 Plus interest and other income(1) 1,921 1,672 Net revenues before rate stabilization 52,736 43,351 Rate stabilization: Deposits – – Withdrawals – – Total net revenues $ 52,736 $ 43,351 Bond service: Power revenue bonds $ 30,726 $ 28,637 Allowance for funds used during construction (1,137) – Net revenue bond service $ 29,589 $ 28,637 Power revenue bond coverage ratio 1.78 1.51 ___________ (1) Excludes unrealized holding gains and losses on investments. Independent Auditor’s Report 2016 61 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 7. Long-term Debt (continued) Arbitrage Rebate Under U.S. Treasury Department regulations, all governmental tax-exempt debt issued after August 31, 1986, is subject to arbitrage rebate requirements. Interest income on bond proceeds that exceeds the cost of borrowing is payable to the federal government on every fifth anniversary of each bond issue. No arbitrage liability was outstanding as of December 31, 2016 and 2015. Deferred Outflows of Resources Related to Debt As of December 31, 2016 and 2015, deferred outflows related to debt consisted of the unamortized deferred loss on debt refundings of $9,916,000 and $1,033,000, respectively. 8. Capitalized Lease Obligation Under an agreement with the Municipal Subdistrict of the Northern Colorado Water Conservancy District, Platte River is entitled to an allocation of one-third of the available water from the Windy Gap Project, a water diversion facility completed May 1, 1985. Under the agreement, Platte River is obligated to pay each year one-third of the debt service and approximately one-third of the actual operating and maintenance costs of the Windy Gap Project. These payments, which totaled $4,918,000 and $4,605,000 in 2016 and 2015, respectively, have been included in operations and maintenance expenses in the accompanying statements of revenues, expenses and changes in net position, as allowed under GASB 62, paragraphs 476– 500. In April 2016, the Municipal Subdistrict defeased all outstanding maturities of the Series H Water Revenue Bonds with Subdistrict project reserve funds. As a result of the defeasance, Platte River wrote off its remaining share of the principal amounts of the defeased bonds in the amount of $3,229,000. As of December 31, 2016, the capitalized lease of $41,590,000 for Platte River’s water allotment has been fully amortized. 62 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 9. Regulatory Assets and Deferred Inflows of Resources Related to Regulatory Credits Additional Pension Expense Platte River funds its defined benefit pension plan (Note 11) based on cost estimates developed on an actuarial basis. In addition to the base contribution, Platte River has an additional funding charge if the market value of the assets is less than 100% of the actuarial present value of accumulated plan benefits. Effective January 1, 2010, the Board of Directors approved a policy under GASB 62, paragraphs 476–500, that provides for the expense recognition of any additional pension funding charge to be spread over a ten-year period. Each subsequent year’s additional funding charge, if any, will be added to the regulatory prepaid asset and amortized over an additional ten-year period. There was no additional pension funding charge for 2016 and 2015. The regulatory prepaid asset for additional pension expense was $1,542,000 and $1,985,000 as of December 31, 2016 and 2015, respectively. The current portion of these amounts, $443,000 as of December 31, 2016 and 2015, is included as a component of prepayments and other assets in the statements of net position. Debt Issuance Costs Under GASB 65, debt issuance costs are required to be expensed in the period incurred rather than amortized over the life of the related debt. In order to provide recovery for debt issuance costs through rates, the Board of Directors approved the use of GASB 62, paragraphs 476–500, to recognize debt issuance costs as a regulatory asset and to amortize these costs over the life of the associated debt. Unamortized debt issuance costs included in regulatory assets were $828,000 and $895,000 as of December 31, 2016 and 2015, respectively. Accrued Maintenance Outage Costs As allowed under GASB 62, paragraphs 476–500, an accrual for the estimated incremental expenses of future scheduled major maintenance outages is recorded each year. Prior to the major maintenance outage at Rawhide Unit 1 in the fall of 2015, a portion of the estimated maintenance expenses was accrued. After the 2015 outage was completed, a portion of the estimated maintenance and replacement power costs for the next major maintenance outage, planned for the fall of 2018, was accrued. During 2016, the accrual estimate was expanded to include 100% of the total estimated outage costs. As of December 31, 2016 and 2015, $4,089,000 and $295,000, respectively, was accrued as a deferred inflow of resources for the 2018 scheduled maintenance outage planned for Rawhide Unit 1. Independent Auditor’s Report 2016 63 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 9. Regulatory Assets and Deferred Inflows of Resources Related to Regulatory Credits (continued) Pension Contribution Expense Recognition Effective for the year ending December 31, 2015, Platte River’s Board of Directors approved recording pension contributions as pension expense under GASB 62, paragraphs 476–500, since the pension contribution amount is known at the time of budget preparation and rate setting. Any difference between pension contribution and pension expense, as calculated by the actuary under GASB 68, will be amortized over a ten-year period beginning the following year. The amortization amount will be included in pension expense along with the pension contribution for each year calculated. At December 31, 2016, a regulatory asset of $4,580,000 was recorded as a result of the difference between the 2016 contribution amount of $2,912,000 and pension expense of $7,492,000 as calculated under GASB 68. The regulatory credit for unamortized pension expense was $640,000 and $711,000, respectively, as of December 31, 2016 and 2015 and was accrued as a deferred inflow of resources. 10. Net Investment in Capital Assets Net investment in capital assets is comprised of the following as of December 31, 2016 and 2015: 2 0 1 6 2 0 1 5 (In thousands) Electric utility plant Unspent Series JJ bond proceeds Deferred loss on debt refundings Long-term debt, net Capitalized lease obligation Accounts payable incurred for capital assets $ 579,134 35,160 9,916 (250,838) – (3,643) $ 574,453 – 1,033 (200,174) (6,292) (2,608) $ 369,729 $ 366,412 64 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan Plan Description The Platte River Power Authority Defined Benefit Plan (the Plan) is a single-employer, defined benefit pension plan administered by Platte River with managerial responsibilities for investment decisions residing with the Plan’s Retirement Committee. The Plan provides retirement and disability benefits, annual cost-of-living adjustments, and death benefits to Plan participants and beneficiaries. All regular Platte River employees hired prior to September 1, 2010 are covered by the Plan. The Plan is closed to new employees hired on or after that date. Benefit provisions of the Plan are determined and authorized by the Board of Directors of Platte River. Platte River issues a publicly available financial report for the Plan that can be obtained at www.prpa.org. Benefits Provided The Plan provides for 100% vesting after five years of service to all eligible employees. Retirement benefits are based upon years of service rendered and the final average compensation earned by the participant in accordance with the Plan’s provisions. The Plan provides for normal retirement at age 65. Participants who are at least age 55 and have 10 years or more of credited service may choose early retirement with a reduced benefit. A special early retirement benefit is available at age 62, with unreduced benefits, if certain years of service and age requirements are met as defined by the Plan document. Benefits paid by the Plan are adjusted annually by the change in the consumer price index, subject to a maximum increase of 6% for employees who retired prior to December 6, 1991. Those employees who retired on or after December 6, 1991, receive two-thirds of the change in the consumer price index, up to a maximum of 4.0%. At December 31, 2015, the measurement date, the participants in the Plan are: N u m b e r o f P a r t i c i p a n t s Retirees and beneficiaries currently receiving benefits 128 Terminated vested employees not yet receiving benefits 53 A c t i v e p l a n p a r t i c i p a n t s 1 5 5 T o t a l p a r t i c i p a n t s 3 3 6 Independent Auditor’s Report 2016 65 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) Contributions All contributions to the Plan are authorized by the Board of Directors and made by Platte River. The Plan’s funding policy is intended to fund current service costs as they accrue, plus an additional funding charge if the market value of the assets is less than 100% of the actuarial present value of accumulated plan benefits. Platte River’s contributions to the Plan for the years ended December 31, 2016 and 2015 of $2,912,000 and $3,302,000, respectively, equaled the actuarially determined requirements. Net Pension Liability The net pension liability of $20,508,000 reported as of December 31, 2016 was measured as of December 31, 2015, and the net pension liability of $6,693,000 reported as of December 31, 2015 was measured as of December 31, 2014. The total pension liability used to calculate the net pension liability at the December 31, 2015 and 2014 measurement dates was determined by actuarial valuations as of January 1, 2016 and 2015, respectively. The actuarial valuations for the December 31, 2015 and December 31, 2014 measurement dates used the following actuarial assumptions. 2015 2014 S a l a r y i n c r e a s e s 3 . 0 % 3 . 0 % i n 2 0 1 5 , 4 . 5 % i n 2 0 1 6 + Investment rate of return 7.5% 8.0% C o s t o f l i v i n g 1 . 5 % 2 . 0 % Mortality rates for the measurement period ended December 31, 2015 were based on the RP- 2014 table for males and females combined with the MP-2014 projection scale. For the measurement period ended December 31, 2014, mortality rates were based on the RP-2000 mortality table for males and females without projection and without collar or amount adjustments. 66 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) The long-term expected rate of return on Plan investments was based on a building-block method in which best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The estimates for each major asset class that is included in the Plan’s target asset allocation as of December 31, 2015 are summarized in the following table: L o n g - t e r m T a r g e t E x p e c t e d R e a l Asset Class Allocation Rate of Return D o m e s t i c e q u i t i e s – L a r g e c a p 1 8 . 0 0 % 7 . 5 0 % Domestic equities – Mid/small cap 7.00% 8.00% I n t e r n a t i o n a l e q u i t i e s 1 0 . 0 0 % 8 . 7 5 % E m e r g i n g m a r k e t e q u i t i e s 4 . 0 0 % 1 0 . 5 0 % C o r e f i x e d i n c o m e 8 . 0 0 % 2 . 2 5 % H i g h y i e l d 3 . 0 0 % 3 . 7 5 % F l o a t i n g r a t e c o r p o r a t e l o a n s 9 . 0 0 % 5 . 2 5 % C o m m o d i t i e s 6 . 0 0 % 5 . 2 5 % R e a l e s t a t e 1 5 . 0 0 % 7 . 7 5 % L i q u i d l o w c o r r e l a t e d h e d g e 1 5 . 0 0 % 6 . 5 0 % M a s t e r l i m i t e d p a r t n e r s h i p s 5 . 0 0 % 7 . 2 5 % The discount rate used to measure the total pension liability was 7.5% and 8.0% for the years ended December 31, 2015 and 2014, respectively. To determine the projection of cash flows, the following assumptions were made: employer contributions are made throughout the year and, on average, at mid-year; benefit payments are assumed to be made uniformly throughout the year and, on average, at mid-year; annuity payments are payable monthly at the beginning of the month and lump sum payments are payable on the date of decrement. Based on those assumptions, the Plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current Plan members. Therefore, the long-term expected rate of return on Plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Independent Auditor’s Report 2016 67 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) Changes in the net pension liability for the year ended December 31, 2016, were as follows: Total Pension Liability (a) Plan Fiduciary Net Position (b) Net Pension Liability (a) – (b) (In thousands) Balances at December 31, 2015 $ 98,124 $ 91,431 $ 6,693 C h a n g e s f o r t h e y e a r : S e r v i c e c o s t 1 , 8 3 9 – 1 , 8 3 9 I n t e r e s t 7 , 6 6 5 – 7 , 6 6 5 Changes of benefit terms 2,397 – 2,397 Differences between expected and actual experience 931 – 931 Employer contributions – 3,302 (3,302) N e t i n v e s t m e n t i n c o m e – ( 6 2 4 ) 6 2 4 B e n e f i t p a y m e n t s ( 4 , 6 3 2 ) ( 4 , 6 3 2 ) – Changes of assumptions 3,661 – 3,661 N e t c h a n g e s 1 1 , 8 6 1 ( 1 , 9 5 4 ) 1 3 , 8 1 5 Balances at December 31, 2016 $ 109,985 $ 89,477 $ 20,508 The changes of assumptions were due to updating the mortality table from the RP-2000 to the RP-2014 table combined with the modified MP-2014 projection scale, reducing the cost of living assumption from 2.0% to 1.5%, reducing the Plan stated interest rate assumption from 8.0% to 7.5%, and reducing the salary increase assumption from 4.5% to 3.0%. 68 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) Changes in the net pension liability for the year ended December 31, 2015, were as follows: Total Pension Liability (a) Plan Fiduciary Net Position (b) Net Pension Liability (a) – (b) (In thousands) Balances at December 31, 2014 $ 93,937 $ 87,155 $ 6,782 C h a n g e s f o r t h e y e a r : S e r v i c e c o s t 1 , 8 8 5 – 1 , 8 8 5 I n t e r e s t 7 , 3 4 3 – 7 , 3 4 3 Differences between expected and actual experience (180) – (180) Employer contributions – 3,905 (3,905) N e t i n v e s t m e n t i n c o m e – 4 , 6 5 8 ( 4 , 6 5 8 ) B e n e f i t p a y m e n t s ( 4 , 2 8 7 ) ( 4 , 2 8 7 ) – Change of assumptions (574) – (574) N e t c h a n g e s 4 , 1 8 7 4 , 2 7 6 ( 8 9 ) Balances at December 31, 2015 $ 98,124 $ 91,431 $ 6,693 The change of assumptions was due to a revision of the salary increase assumption from 4.5% to 3.0% due to employer experience. Independent Auditor’s Report 2016 69 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) The net pension liability (asset) of Platte River at December 31, 2016 and 2015, calculated using the current discount rate, as well as what the net pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower or 1-percentage-point higher than the current rate: 2 0 1 6 2 0 1 5 Discount Rate Net Pension Liability Discount Rate Net Pension Liability (Dollars in thousands) 1% Decrease 6.5% $ 31,083 7.0% $ 15,650 Current discount rate 7.5% 20,508 8.0% 6,693 1% Increase 8.5% 11,413 9.0% (1,099) Pension Expense The Board of Directors approved policies under GASB 62, paragraphs 476–500, that allow Platte River to recognize pension expense when recovered through rates rather than recording the amount calculated under GASB 68. For the year ended December 31, 2016, Platte River recognized pension expense of $3,284,000. Pension expense for 2016 consists of the $2,912,000 employer contribution plus $443,000 amortization of the additional funding charge and ($71,000) amortization of the difference between the 2015 contribution and pension expense as calculated by GASB 68. For the year ended December 31, 2015, Platte River recognized pension expense of $3,745,000. Pension expense for 2015 consists of the $3,302,000 employer contribution plus $443,000 amortization of the additional pension funding charge. Additional details about regulatory accounting for pension expense can be found in Note 9. 70 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions At December 31, 2016, Platte River reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: D e f e r r e d O u t f l o w s D e f e r r e d I n f l o w s o f R e s o u r c e s o f R e s o u r c e s (In thousands) Differences between expected and actual e x p e r i e n c e $ 7 3 7 $ 1 1 2 C h a n g e s o f a s s u m p t i o n s 2 , 8 9 8 3 6 0 Net difference between projected and actual earnings on pension plan investments 7,687 – C o n t r i b u t i o n s s u b s e q u e n t t o t h e m e a s u r e m e n t d a t e 2 , 9 1 2 – T o t a l $ 1 4 , 2 3 4 $ 4 7 2 At December 31, 2015, Platte River reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: D e f e r r e d O u t f l o w s D e f e r r e d I n f l o w s o f R e s o u r c e s o f R e s o u r c e s (In thousands) Differences between expected and actual e x p e r i e n c e $ – $ 1 4 6 C h a n g e s o f a s s u m p t i o n s – 4 6 7 Net difference between projected and actual earnings on pension plan investments 1,839 – C o n t r i b u t i o n s s u b s e q u e n t t o t h e m e a s u r e m e n t d a t e 3 , 3 0 2 – T o t a l $ 5 , 1 4 1 $ 6 1 3 Independent Auditor’s Report 2016 71 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 11. Defined Benefit Pension Plan (continued) Contributions of $2,912,000 made subsequent to the measurement date and reported as deferred outflows of resources, as of December 31, 2016, will be recognized as a reduction of the net pension liability in the year ended December 31, 2017. The $3,302,000 reported as deferred outflows of resources resulting from contributions subsequent to the measurement date, as of December 31, 2015, was recognized as a reduction of the net pension liability in the year ended December 31, 2016. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions as of December 31, 2016 will be recognized in pension expense as follows: Year ending December 31 (In thousands) 2 0 1 7 2 , 8 5 3 2 0 1 8 2 , 8 5 2 2 0 1 9 2 , 8 5 2 2 0 2 0 2 , 2 9 3 12. Defined Contribution Pension Plan Effective September 1, 2010, the Board of Directors established the Platte River Power Authority Defined Contribution Plan (in accordance with the Internal Revenue Code Section 401(a)) for all regular employees hired on or after that date. As of December 31, 2016, there were 102 plan participants. The plan’s assets are held in an external trust account. The General Manager of Platte River is the Plan Administrator and benefit provisions and contribution requirements are authorized and may be amended by the Board of Directors. Platte River contributed the required contribution of 5% of earnings for plan participants with fewer than five years of service and 7% for those with five or more years of service. Platte River will also contribute to the 401(a) an amount equal to 50% of the participant’s contributions to a separate 457(b) plan, taking into account only such participant contributions up to 6% of the participant’s earnings. For the years ended December 31, 2016 and 2015, contributions to the 401(a) plan by Platte River, which were recognized as expenses, were $662,000 and $459,000, respectively. The employer contributions to the 401(a) plan vest 100% after three years. The plan’s records are kept on the accrual basis. 72 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 13. Contribution of Fiber Optic Network to Municipalities During 1998, Platte River constructed a fiber optic network between and around the four municipalities to which it provides electric service. The surplus capacity in the network built around the City of Longmont was contributed to the City of Longmont in 1998 and was recorded as a return of capital. Platte River retained ownership of the remaining fiber optic network, and in 1999, began leasing surplus portions of the dark fiber for the benefit of each of the remaining three municipalities to independent telecommunication service providers. The contributions of the fiber assets to the municipalities of $191,000 and $155,000 for the years ended December 31, 2016 and 2015, respectively, is considered a return of capital on the original asset. As of December 31, 2016 and 2015, lease advances of $740,000 and $823,000, respectively, have been recorded as a liability in the statements of net position. The municipalities’ portion of the lease payments received is flowed through to the municipalities, net of Platte River’s costs. 14. Insurance Programs Platte River has purchased insurance policies to cover the risk of loss related to various general liability and property loss exposures. The amount of insurance settlements has not exceeded insurance coverage in the past three years. Platte River also provides a self-insured medical and dental plan to its employees. Medical stop-loss insurance has been purchased, which covers losses in excess of $175,000 per person per incident. A liability was recorded for estimated medical and dental claims that have been incurred but not reported of $446,000 at December 31, 2016 and $499,000 at December 31, 2015. A third party administrator is used to account for the health insurance claims and provides the estimated medical claims liability based on prior claims payment experience. The medical claims liability is included as a component of accounts payable in the statements of net position. Changes in the balance of the medical claims liability during 2016 and 2015 were as follows: 2 0 1 6 2 0 1 5 (In thousands) Medical claims liability, beginning of year $ 499 $ 505 Current year claims and changes in estimates 3,155 2,934 Claim payments (3,208) (2,940) Medical claims liability, end of year $ 446 $ 499 Independent Auditor’s Report 2016 73 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 15. Commitments Platte River has two long-term purchase power contracts with the Western Area Power Administration. The contract with the Colorado River Storage Project continues through September 30, 2024. In March 2015, the Loveland Area Projects contract was extended through June 30, 2054. The federal hydroelectric power received in 2016 provided approximately 19% of the resources needed by Platte River to serve the loads of the four owner municipal systems. The contract rates and the amount of energy available are subject to change. During 2016, Platte River purchased $17,928,000 under these contracts. Platte River and three of the other four participants in the Yampa Project own Trapper Mine, the primary source of coal for the Yampa Project. The contract provides for delivery of specified amounts of coal to each Yampa owner through 2020. Supplemental coal will be supplied through the year 2017 under a contract with ColoWyo Coal Company. These contracts are subject to price adjustments. During 2016, coal purchases totaled $12,607,000 from Trapper Mine and $5,044,000 from ColoWyo Coal Company. The Rawhide Energy Station’s coal purchase and transportation agreements are under multiple- year contracts. Base prices for these contracts are subject to future price adjustments. During 2016, Platte River paid $28,518,000 for coal delivered under these agreements. Platte River has committed to purchase Renewable Energy Certificates (RECs) for the years 2017 through 2024 with future payments of $4,300,000. During 2016, Platte River purchased $550,000 under these REC agreements. In addition, Platte River has entered into agreements to purchase renewable wind energy output of 12 megawatts from Silver Sage Windpower Project through 2027, 60 megawatts from Spring Canyon Expansion Wind Energy Center through 2039, and approximately 6 megawatts from Medicine Bow Wind Project through 2033. During 2016, Platte River purchased $9,925,000 under these renewable wind energy agreements. In October 2016, a 30 megawatt solar photovoltaic power plant, located at the Rawhide Energy Station, began commercial operation. Platte River executed an agreement with Bison Solar LLC, the owner of the facility, to purchase all the output through 2041. During 2016, Platte River purchased $604,000 under this agreement. 74 Independent Auditor’s Report 2016 Platte River Power Authority Notes to Financial Statements (continued) December 31, 2016 and 2015 15. Commitments (continued) Platte River and the other Yampa Project participants, in order to comply with recent environmental regulations, have agreed to upgrade the NOx emissions control equipment at Craig Unit 2 beginning in 2012. Platte River’s share of the capital costs of these upgrades, expected to be completed in 2017, is estimated to be approximately $32,921,000 of which $26,107,000 has been expended through December 31, 2016. 16. Risks and Contingencies The owners of the Craig Station power plant, acting through Tri-State as operating agent, reached an agreement with the Colorado Department of Public Health and Environment, U.S. Environmental Protection Agency, WildEarth Guardians and the National Parks Conservation Association to revise the Colorado Visibility and Regional Haze State Implementation Plan. Under this agreement, Craig Station Unit 1 will have more stringent limits on annual emissions beginning in 2020 and will be retired by December 31, 2025. As of December 31, 2016 the decommissioning and closure costs have not been determined In the ordinary course of business, Platte River may be impacted by various legal matters and is subject to legislative, administrative, and regulatory requirements relative to environmental issues. Although the outcomes of such matters are not possible to predict, management is aware of no pending legal matters or environmental regulations for which the outcome is likely to have a material adverse effect upon Platte River’s operations, financial position or changes in financial position in the near term. Platte River obtains the majority of its power from coal generating facilities. Changes in environmental regulations could affect the cost of generation for these facilities or could require significant capital expenditures. The impacts of the recently issued Clean Power Plan are being analyzed by Platte River in order to prepare for potential CO2 related expenses. Such costs could materially affect the rates Platte River charges its customers. Independent Auditor’s Report 2016 75 Platte River Power Authority Required Supplementary Information Schedule of Changes in Net Pension Liability and Related Ratios – GASB 68 Last 3 Calendar Years 2 0 1 6 2 0 1 5 2 0 1 4 (In thousands) Total pension liability S e r v i c e c o s t $ 1 , 8 3 9 $ 1 , 8 8 5 $ 1 , 9 4 9 I n t e r e s t 7 , 6 6 5 7 , 3 4 3 7 , 0 0 5 C h a n g e s o f b e n e f i t t e r m s 2 , 3 9 7 – ( 1 3 5 ) Differences between expected and actual experience 931 (180) 86 C h a n g e s o f a s s u m p t i o n s 3 , 6 6 1 ( 5 7 4 ) ( 7 2 6 ) B e n e f i t p a y m e n t s ( 4 , 6 3 2 ) ( 4 , 2 8 7 ) ( 3 , 8 8 6 ) N e t c h a n g e i n t o t a l p e n s i o n l i a b i l i t y 1 1 , 8 6 1 4 , 1 8 7 4 , 2 9 3 T o t a l p e n s i o n l i a b i l i t y — b e g i n n i n g 9 8 , 1 2 4 9 3 , 9 3 7 8 9 , 6 4 4 Total pension liability—ending (a) $ 109,985 $ 98,124 $ 93,937 Plan fiduciary net position C o n t r i b u t i o n s – e m p l o y e r $ 3 , 3 0 2 $ 3 , 9 0 5 $ 4 , 5 4 4 N e t i n v e s t m e n t i n c o m e ( 6 2 4 ) 4 , 6 5 8 1 2 , 0 1 1 B e n e f i t p a y m e n t s ( 4 , 6 3 2 ) ( 4 , 2 8 7 ) ( 3 , 8 8 6 ) Net change in plan fidu c i a r y p o s i t i o n ( 1 , 9 5 4 ) 4 , 2 7 6 1 2 , 6 6 9 Plan fiduciary net position—beginning 91,431 87,155 74,486 Plan fiduciary net position—ending (b) $ 89,477 $ 91,431 $ 87,155 Net pension liability—ending (a) – (b) $ 20,508 $ 6,693 $ 6,782 Plan fiduciary net position as a percentage of the total pension liability 81.35% 93.18% 92.78% Estimated covered employee payroll $ 17,305 $ 17,951 $ 18,614 N e t p e n s i o n l i a b i l i t y a s a p e r c e n t a g e o f e s t i m a t e d c o v e r e d e m p l o y e e p a y r o l l 1 1 8 . 5 1 % 3 7 . 2 9 % 3 6 . 4 3 % Note to Schedule Historical information is not available for the years 2007 through 2013; additional years will be displayed as they become available until 10 years of historical data are presented. 76 Independent Auditor’s Report 2016 Platte River Power Authority Required Supplementary Information Schedule of Employer Contributions – GASB 68 Last 10 Calendar Years 2 0 1 6 2 0 1 5 2 0 1 4 2 0 1 3 2 0 1 2 2 0 1 1 2 0 1 0 2 0 0 9 2 0 0 8 2 0 0 7 (In thousands) Actuarially determined contribution $ 2,912 $ 3,302 $ 3,905 $ 4,544 $ 3,561 $ 4,390 $ 7,736 $ 2,867 $ 2,673 $ 2,737 Contribution in relation to the actuarially determined contribution 2,912 3,302 3,905 4,544 3,561 4,390 7,736 2,866 2,673 2,737 Contribution deficiency (excess) $ – $ – $ – $ – $ – $ – $ – $ 1 $ – $ – Estimated covered employee payroll $ 16,874 $ 17,305 $ 17,951 $ 18,614 $ 18,766 $ 18,728 $ 17,714 $ 18,521 $ 16,320 $ 15,290 Contributions as a percentage of estimated covered employee payroll 17.26% 19.08% 21.75% 24.41% 18.98% 23.44% 43.67% 15.47% 16.38% 17.90% Notes to Schedule Valuation date: Actuarially determined contribution rates are calculated as of January 1, two years prior to the end of the calendar year in which contributions are reported. Methods and assumptions used to determine contribution rates: Actuarial cost method Frozen initial liability, entry age normal Amortization method 5-year, level dollar, open period Asset valuation method 4-year smoothed market Salary increases 3.2%, average Cost of living adjustments For participants in pay status prior to 1/1/92 – 3.00%, for all other participants – 2.00% Investment rate of return 7.5% for 2016; 8.0% for 2015 – 2007 Independent Auditor’s Report 2016 77 Platte River Power Authority Other Information Budgetary Comparison Schedule (Unaudited) Year Ended December 31, 2016 B u d get Actual Variance (In thousands) Revenues Operating r e v e n u e s : Municip a l s a l e s $ 1 8 5 , 5 9 8 $ 185,214 $ (384) Short-term surp l u s s a l e s 3 0 , 2 0 0 20,079 (10,121) Total operating r e v e n u e s 2 1 5 , 7 9 8 205,293 (10,505) Nonoperating revenues: Interest income(1) 1,027 1,075 48 O t h e r i n c o m e 6 5 4 846 192 Total nonoperating r e v e n u e s 1 , 6 8 1 1,921 240 T o t a l r e v e n u e s $ 2 1 7 , 4 7 9 $ 207,214 $ (10,265) Expenditures Operating expenses(2): Purchased power $ 3 4 , 2 6 3 $ 33,270 $ 993 Fuel exp e n s e 5 4 , 9 8 7 46,361 8,626 Production exp e n s e s 4 8 , 0 1 8 44,632 3,386 Transmission exp e n s e s 1 3 , 7 3 6 12,798 938 Administrative and g e n e r a l 1 8 , 9 1 0 17,366 1,544 Total operating exp e n s e s 1 6 9 , 9 1 4 154,427 15,487 Debt service expenditures(3): Interest exp e n s e 1 0 , 5 3 4 10,066 468 Princip a l 2 0 , 7 1 9 20,660 59 Allowance for funds used during construction (263) (1,137) 874 Total debt service expenditures 30,990 29,589 1,401 Capital additions: Production 2 6 , 8 1 3 19,963 6,850 T r a n s m i s s i o n 1 5 , 3 3 0 13,031 2,299 G e n e r a l 5 , 5 1 2 5,390 122 Total cap i t a l a d d i t i o n s 4 7 , 6 5 5 38,384 9,271 Total exp e n d i t u r e s $ 2 4 8 , 5 5 9 $ 222,400 $ 26,159 Revenues less expenditures $ (31,080) $ (15,186) $ 15,894 __________ (1) Interest income excludes unrealized investment holding gains and losses. (2) Operating expenses do not include depreciation and other nonappropriated expenses. (3) Debt service expenditures represent monthly principal and interest funding. 78 Independent Auditor’s Report 2016 658,587 131,275 1,541,509 812,037 731,650 3,216,471 878,615 4,095,086 136,088 18,097 292 154,477 1,093,146 1,988,855 12,572 3,094,573 $ 106,191 144,720 519 $ 251,430 8,033 9.71 $ 780.31 25,799 292,093 170,209 160,904 649,005 639,092 129,634 1,516,550 801,097 753,920 3,201,201 864,955 4,066,156 134,242 17,617 290 152,149 1,089,763 1,962,804 12,302 3,064,887 $ 103,299 139,100 505 $ 242,904 8,118 9.48 $ 769.50 28,092 281,610 169,109 157,857 636,668 625,517 129,380 1,474,916 795,248 754,733 3,154,277 879,949 4,034,226 1 Compiled from preliminary sales and other reports of the municipalities supplied with electric energy by Platte River. 2 Includes energy imbalance and exchange agreement settlements. General Manager, Longmont Power & Communications City of Longmont Our AA rating was confirmed and we issued $147 million in Series JJ Bonds to fund production and transmission capital projects and to refund a portion of outstanding debt. The refunding provided net present value savings of $13.7 million. We continue engaging our teams in continuous improvement for work planning and budgeting by better aligning scope, schedules, and available resources. Platte River is among a group of seven regional utilities exploring potential participation with an existing regional transmission organization (RTO). Participation in a regional market may provide operational efficiencies through economies of 4 Annual Report 2016