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HomeMy WebLinkAbout2021-08-26; Clean Energy Alliance JPA; ; Clean Energy Alliance Treasurer's Report--,,-2!.!I. CLEAN ENERGY ALLIANCE Staff Report DATE: August 26, 2021 TO: Clean Energy Alliance Board of Directors FROM: Marie Marron Berkuti, Interim Treasurer ITEMl: Clean Energy Alliance Treasurer's Report RECOMMENDATION Receive and File Clean Energy Alliance (CEA) Interim Treasurer's Report for July 2021. BACKGROUND AND DISCUSSION This report provides the Board with the following financial information through July 31, 2021: • Statement of Financial Position (Unaudited) -Reports assets, liabilities, and financial position of the CEA as of July 31, 2021. • Statement of Revenues, Expenses and Changes in Net Position (Unaudited) for the one month ended July 31, 2021. • Budget to Actuals Comparison Schedule (Unaudited) -Reports actual revenues and expenditures compared to the amended budget as of July 31, 2021. • Budget Reconciliation to Statement of Revenues, Expenses and Changes in Net Position • List of Payments Issued -Reports payments issued for July 2021. As of July 31, 2021, liabilities represent invoices received for services, but not yet paid. The noncurrent accounts payable are amounts due to the cities of Carlsbad, Del Mar and Solana Beach for the $150,000 advance made by each member agency for start-up costs and services provided to CEA for the period December 2019 to June 2020. These invoices are scheduled to be paid three years from the time CEA is operational. JULY 31, 2021 REPORTS STATEMENT OF FINANCIAL POSITION (Unaudited) CLEAN ENERGY ALLIANCE STATEMENT OF NET POSITION As of July 31, 2021 ASSETS Current Assets Cash Operating Account Lockbox Account A/R Customers A/R NEMS Total Current Assets Noncurrent Assets Deposits CCA Bond CAISO Collateral Deposit SDG&E Collateral Deposits Total Noncurrent Assets Total Assets Current Liabilities LIABILITIES Accounts Payable Accrued Liabilities Electric Energy Surcharge Total Current Liabilities Noncurrent Liabilities Due to Member Agencies Due to City of Carlsbad Due to City of Del Mar Due to City of Solana Beach Total Due to Member Agencies JPMorgan Revolving Credit Agreement Total Noncurrent Liabilities Total Liabilities NET POSITION Unrestricted (deficit) Total Net Position August 26, 2021 Admin & Regulatory Update Page 2 of 6 $ 603,379.49 $ 1,268,380.32 6,293,892.30 187,065.37 8,352,717.48 147,000.00 500,000.00 585,000.00 1,232,000.00 9,584,717.48 704,444.93 15,170.97 31,111.86 750,727.76 186,571.79 151,892.97 165,552.69 504,017.45 5,250,000.00 5,754,017.45 6,504,745.21 3,079,972.27 3,079,972.27 August 26, 2021 Admin & Regulatory Update Page 3 of 6 STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION (Unaudited) CLEAN ENERGY ALLIANCE STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION For the one month ended July 31, 2021 Operating Revenues Operating Expenses Power Supply Data Manager Staffing/Consultants Legal Services Professional Services Software & Licenses Membership Dues Print/Mail Services Miscellaneous Total Operating Expenses Operating Income (Loss) Non-Operating Expenses Interest Expense Change in Net Position Net Position at beginning of period Net Position at end of period BUDGET TO ACTUALS COMPARISON SCHEDULE $ $ $ 3,414,223.18 189,631.83 70,610.00 10,500.00 22,106.25 43,191.58 298.00 28,399.50 17,615.09 283.29 382,635.54 3,031,587.64 (2,620.83) 3,028,966.81 51,005.46 3,079,972.27 CEA received its first customer revenue in June 2021 and revenue has been increasing as CEA ramps ups it service to customers. At its January 21, 2021 board meeting, the CEA Board approved a Credit Agreement with JPMorgan for $6MM to provide start-up funding for cash flow needs and a line of credit should the need arise. Drawdowns through June 30, 2021 equaled $5MM. A drawdown was made on July 1, 2021 in the amount of $250,000 for a total borrowing of $5,250,000. At its June 24, 2021 board meeting, the CEA Board adopted the Fiscal Year (FY) 2021/22 budget approving $51,547,500 in total operating expenses and uses of funds. Through July 2021, $385,256.37 has been expended, leaving $51,162,243.63. The Budget to Actuals Comparison Schedule is shown on the next page. August 26, 2021 Admin & Regulatory Update Page 4 of 6 CLEAN ENERGY ALLIANCE BUDGET TO ACTUALS COMPARISON SCHEDULE For the one month ended July 31, 2021 ADOPTED BUDGET ACTUALS VARIANCE Operating Revenues Energy Sales $ 53,573,000.00 $ 3,414,223.18 $ 50,158,776.82 Total Operating Revenue 53,573,000.00 3,414,223.18 50,158,776.82 Operating Expenses Power Supply 48,700,000.00 189,631.83 48,510,368.17 Data Manager 811,000.00 70,610.00 740,390.00 Staffing/Consu It ants 235,700.00 10,500.00 225,200.00 Legal Services 510,000.00 22,106.25 487,893.75 Professional Services Technical 283,200.00 23,600.00 259,600.00 Schedule Coordinator 155,400.00 11,700.00 143,700.00 Marketing 115,000.00 7,891.58 107,108.42 SDG E Service Fees 270,000.00 270,000.00 Other Professional Services 25,000.00 25,000.00 848,600.00 43,191.58 805,408.42 Audit Services 25,000.00 25,000.00 Software & Licenses 9,100.00 298.00 8,802.00 Membership Dues 116,000.00 28,399.50 87,600.50 Print/Mail Services 43,100.00 17,615.09 25,484.91 Advertising 15,000.00 15,000.00 Insurance 7,000.00 7,000.00 Bank Fees 2,000.00 2,000.00 Miscellaneous 283.29 (283.29) Total Operating Expenses 51,322,500.00 382,635.54 50,939,864.46 Operating Income (Loss) 2,250,500.00 3,031,587.64 (781,087.64) Non-Operating Expenses Interest Expense 225,000.00 2,620.83 222,379.17 Other Sources and Uses Sources JPMorgan Revolving Credit Agreement 250,000.00 (250,000.00) Tota I Sources 250,000.00 (250,000.00} Net Increase (Decrease} in Available Fund Balance $ 2,025,500.00 $ 3,278,966.81 $ (1,253,466.81} Total Operating and Non-Operating Expenses and Uses offunds $ 51,547,500.00 $ 385,256.37 $ 51,162,243.63 August 26, 2021 Admin & Regulatory Update Page 5 of 6 BUDGET RECONCILIATION TO STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION CLEAN ENERGY ALLIANCE BUDGET RECONCILIATION TO STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION For the one month ended July 31, 2021 Net Increase (Decrease) in Available Fund Balance per Budgetary Comparison Schedule Adjustments needed to reconcile to the changes in Net Position in the Statement of Revenues, Expenses, and Changes in Net Position $ 3,278,966.81 Subtract Advances-JPMorgan Revolving Credit Agreement Change in Net Position LIST OF PAYMENTS ISSUED (250,000.00) $ 3,028,966.81 The report on the following page provides the detail of payments issued by CEA for July 2021. All payments were within approved budget. August 26, 2021 Admin & Regulatory Update Page 6 of 6 Clean Energy Alliance List of Payments Issued July 2021 Date Via Vendor Description Amount 07/01/21 WIRE JPMorgan 07/01/21 WIRE JPMorgan l-Jun-202130-Jun-202130 days $S00,000.00 3.700000% $ l,S41.67 7,256.2S 19,900.00 2,180.75 1,842.50 S,712.00 S,888.SO 7,214.50 9,223.7S 12,577.34 20,409.Sl 23,600.00 7S,000.00 17,279.10 2,891.99 94,760.10 07 /01/21 WIRE The Energy Authority (TEA) 07 /01/21 ACH Tripepi, Smith & Associates, Inc. 07 /01/21 ACH Richards, Watson & Gershon 07 /01/21 ACH Hall Energy Law PC 07 /01/21 ACH Keyes & Fox LLP 07/01/21 ACH Tosdal APC 07/01/21 ACH Tripepi, Smith &Associates, Inc. 07/01/21 ACH Bayshore Consulting Group, Inc 07 /01/21 ACH Neyenesch Printers 07 /01/21 ACH Pacific Energy Advisors, Inc 07/01/21 WIRE Pattern SC Holdings LLC 07 /02/21 ACH Marie Marron Berkuti 07 /02/21 ACH Marie Marron Berkuti 07 /02/21 ACH The Energy Authority (TEA) 07/06/21 WIRE JPMorgan 07/06/21 WIRE JPMorgan 07 /09/21 ACH USPS 07/12/21 WIRE The Energy Authority (TEA) 07 /12/21 ACH OneStream Networks, LLC 07 /12/21 ACH USPS 07 /19/21 WIRE The Energy Authority (TEA) 04/01/21-06/30/21 unutilized fee Scheduling Coordinator & CRR Management Services/May2021 May 2021 Other~Video April 2021 General Counsel Svcs May 2021 Energy Procurement Counsel Svcs May ERRA Forecast Counsel Services May 2021 Regulatory Counsel Svcs May 2021 Retainer May CEO Services Invoices through 06/28/21 May 2021 Technical Consulting Svcs Refund Exclusivity Deposit Sept -Feb & April Mar 2021 Interim Treasurer/CFO Services 06/11/20-06/17/21 4-Jun-2021 S-Jul-202132 l,S00,000.00 3.700000% 7-Jun-20216-Jul-202130 3,000,000.00 3.700000% 07 /09/21 Mailing 06/18/21-06/23/21 June Telephone 07/12/21 Mailing 06/24/21-06/30/21 07 /19/21 WIRE California Choice Energy Authority-September 2021-RA 07 /20/21 ACH Bolt Energy Marketing, LLC June 2021 Invoice Resource Adequacy Confirmation Letters 07/20/21 WIRE Direct Energy Jun 2021 PWR-CAP 07/20/21 WIRE SDG&E June2021 RA Sales 07 /21/21 ACH USPS 07 /21//21 Mailing 07 /22/21 ACH USPS 07 /22/21 Mailing 07/26/21 ACH The Energy Authority (TEA) 07/01/21-07/08/21 07 /27 /21 RCB River City Bank Bank Analysis Fee-06/21 07 /28/21 ACH Braun Blaising Smith Wynne June 2021 07 /28/21 ACH The Energy Authority (TEA) June 2021 Scheduling Coordinator & CRR Management Services 07 /28/21 ACH Hall Energy Law PC Jun 2021 Energy Procurement Counsel Svcs 07/28/21 ACH Keyes & Fox LLP Jun ERRA Forecast Counsel Services 07 /28/21 ACH Pacific Energy Advisors, Inc Jun 2021 Technical Consulting Svcs 07/28/21 ACH Calpine May 2021 Services -50,495 meters @ $1.00 07/28/21 ACH Tripepi, Smith & Associates, Inc. Jun 2021 Other -Video 07/28/21 ACH Braun Blaising Smith Wynne May 2021 07/28/21 ACH Richards, Watson & Gershon May 2021 General Counsel Svcs 07/28/21 ACH Tosdal APC Jun 2021 Regulatory Counsel Svcs 07/28/21 ACH Tripepi, Smith & Associates, Inc. Jun 2021 Retainer 07/28/21 ACH Calpine June 2021 Services -68,698 meters@ $1.00 07/28/21 ACH Bayshore Consulting Group, Inc Jun CEO Services 07/28/21 ACH USPS 07 /26/21 Mailing Total July Payments-Operating Account 07/19/21 WIRE Shell Oil North America May 2021 Power Sale Total July Payments-lockbox Account FISCAL IMPACT There is no fiscal impact associated with these items. 4,933.33 9,2S0.00 S,473.77 203,351.36 313.09 112.64 310,867.61 106,S00.00 74,7SO.OO 157,000.00 623,733.00 660.61 lSS.61 134,496.71 31.87 2,729.6S 4,900.00 6,069.00 13,987.2S 23,600.00 50,49S.OO 247.SO 1,660.94 3,0lS.00 6,897.50 9,223.7S 68,698.00 12,041.25 808.76 $2,143,281.16 $1,474,172.48 $1,474,172.48