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HomeMy WebLinkAbout2023-052 DEC DashboardAugust 11, 2023 Report No. 2023-052 INFORMAL STAFF REPORT TO MAYOR AND CITY COUNCIL SUBJECT: FY 2022-23 Denton Energy Center (DEC) YTD Financials BACKGROUND: The FY 2022-23 DEC February, March, April, and May Dashboards are attached. The dashboards are intended to give a snapshot of relevant DEC metrics. The dashboards highlight the following: • The Emission Charts (based on calendar year) display the engine runtime hours, starts, stops, monthly and annual emissions totals and limits. • DEC MWh Generation and Gross Revenue for FY 2022-23 YTD. • A DEC financial summary showing FY 2021-22 Actuals, FY 2022-23 Budget, FY 2022- 23 Budget actuals and the FY 2022-23 end of year projections. • The Plant Monthly Run Hour Comparison Graph illustrates the monthly plant run times. • The Key Trends section explains variances in revenues and expenses. ATTACHMENT(S): Denton Energy Center (DEC) Dashboard – February 2023 Denton Energy Center (DEC) Dashboard – March 2023 Denton Energy Center (DEC) Dashboard – April 2023 Denton Energy Center (DEC) Dashboard – May 2023 STAFF CONTACTS: Cassey Ogden Chief Financial Officer (940) 349-7195 cassandra.ogden@cityofdenton.com Aimee Kaslik Interim Finance Director (940) 349-7899 aimee.kaslik@cityofdenton.com City of Denton, Texas FY 2022-23 Denton Energy Center YTD February 2023 Dashboard Key Trends For the first five months of FY 2022-23, the DEC produced 23,716 MWh more than the same time period of FY 2021-22. This resulted in approximately $241,800 more revenue and $1.18 million more in total expenditures than for the same time period last fiscal year. The increase in expenditures is a result of the emergency replacement of two turbo chargers. The DEC Gross Margin as of February 28 was $6.91 million which is $2.42 million higher than budgeted (Gross Margin = DEC Revenue –Fuel Cost –Variable Operating & Maintenance Cost). At this point in the fiscal year, the FY 2022-23 year-end projections are equal to the FY 2022-23 budget. Description Engine Runtime (hours)* Hot Starts Warm Starts Cold Starts Stops Description Nitrogen Oxides (NOx) Carbon Monoxide (CO) Volatile Organic Compound (VOC) Particulate Matter<10 microns (PM10) Particulate Matter<2.5 microns (PM2.5) Sulphur Dioxide (SO2) Ammonia (NH3) Carbon Dioxide Equivalents (CO2e) DEC Monthly Emissions Total (tons)1.51 1.56 1.21 0.91 0.91 0.02 0.20 8,689.00 DEC Annual Permit Limit Operations (tons)**29.78 93.52 48.16 69.72 69.72 1.45 60.90 Monthly Plant Emissions per DEC Permit Limit 5.08%1.67%2.51%1.30%1.30%1.17%0.32% Annual to Date Plant Emissions per DEC Permit Limit 11.80%3.80%5.50%2.70%2.70%2.50%0.70% * Over the past 12 months, the DEC engines ran 30% of the time. During the month of February, the DEC engines ran 16% of the time. **Operations Annual Limit accounts for Balance of Plant standard emissions Emissions Febuary 2023 Engines (1-12)1, Month Revenue MWh $/MWh Oct-22 $2,959,594 30,531 $96.94 Nov-22 $2,430,599 30,729 $79.10 Dec-22 $4,822,176 29,708 $162.32 Jan-23 $1,316,478 17,864 $73.70 Feb-23 $1,057,014 18,872 $56.01 Total FY 2022-23 $12,585,860 127,703 $98.56 Generation & Gross Revenues FY 2021-22 FY 2022-23 FY 2022-23 FY 2022-23 YTD BUDGET YTD ESTIMATE DEC REVENUE 12.34$ 52.55$ 12.59$ 52.55$ EXPENDITURE SUMMARY Energy Expense - Fuel 5.02$ 37.05$ 5.56$ 37.05$ Personnel Services 0.76 2.17 0.84 2.17 Materials & Supplies 0.20 1.70 0.47 1.70 Maintenance & Repair 0.12 0.56 1.06 0.56 Insurance 1.08 2.24 0.49 2.24 Operations 0.14 0.36 0.16 0.36 Debt Service - Principal 3.40 8.68 3.58 8.68 Debt Service - Interest 3.80 8.62 3.63 8.62 Interfund Transfers 0.12 0.09 0.04 0.09 Transfer to Capital Projects - 0.02 - 0.02 DEC EXPENDITURES 14.64$ 61.49$ 15.83$ 61.49$ DEC NET INCOME (2.30)$ (8.94)$ (3.24)$ (8.94)$ Note: All dollar figures presented in millions. City of Denton, Texas FY 2022-23 Denton Energy Center YTD March 2023 Dashboard Key Trends For the first six months of FY 2022-23, the DEC produced 24,986 MWh more than the same time period of FY 2021-22. This resulted in approximately $58,100 less revenue and $771.000 more in total expenditures than for the same time period last fiscal year. The increase in expenditures is a result of the emergency replacement of two turbo chargers. The DEC Gross Margin as of March 31 was $7.83 million which is $2.72 million higher than budgeted (Gross Margin = DEC Revenue –Fuel Cost –Variable Operating & Maintenance Cost). The FY 2022-23 year-end projection for DEC revenue and fuel costs have been updated based on the latest market forecasts. The Maintenance & Repair year-end projection has been updated to reflect the cost of replacing the turbo chargers. Month Revenue MWh $/MWh Oct-22 $2,959,594 30,531 $96.94 Nov-22 $2,430,599 30,729 $79.10 Dec-22 $4,822,176 29,708 $162.32 Jan-23 $1,316,478 17,864 $73.70 Feb-23 $1,057,014 18,872 $56.01 Mar-23 $1,345,661 16,120 $83.48 Total FY 2022-23 $13,931,521 143,823 $96.87 Generation & Gross Revenues FY 2021-22 FY 2022-23 FY 2022-23 FY 2022-23 YTD BUDGET YTD ESTIMATE DEC REVENUE 13.99$ 52.55$ 13.93$ 41.02$ EXPENDITURE SUMMARY Energy Expense - Fuel 5.71$ 37.05$ 5.95$ 22.38$ Personnel Services 0.91 2.17 1.08 2.17 Materials & Supplies 0.31 1.70 0.51 1.70 Maintenance & Repair 0.16 0.56 1.10 1.48 Insurance 1.20 2.24 0.49 2.24 Operations 0.15 0.36 0.17 0.36 Debt Service - Principal 4.09 8.68 4.31 8.68 Debt Service - Interest 4.56 8.62 4.35 8.62 Interfund Transfers 0.14 0.09 0.04 0.09 Transfer to Capital Projects - 0.02 - 0.02 DEC EXPENDITURES 17.23$ 61.49$ 18.00$ 47.74$ DEC NET INCOME (3.24)$ (8.94)$ (4.07)$ (6.72)$ Note: All dollar figures presented in millions. Description Engine Runtime (hours)* Hot Starts Warm Starts Cold Starts Stops Description Nitrogen Oxides (NOx) Carbon Monoxide (CO) Volatile Organic Compound (VOC) Particulate Matter<10 microns (PM10) Particulate Matter<2.5 microns (PM2.5) Sulphur Dioxide (SO2) Ammonia (NH3) Carbon Dioxide Equivalents (CO2e) DEC Monthly Emissions Total (tons)1.95 1.92 1.45 1.17 1.17 0.02 0.26 8,120.00 DEC Annual Permit Limit Operations (tons)**29.78 93.52 48.16 69.72 69.72 1.45 60.90 Monthly Plant Emissions per DEC Permit Limit 6.54%2.06%3.02%1.67%1.67%1.46%0.43% Annual to Date Plant Emissions per DEC Permit Limit 18.30%5.90%8.50%4.40%4.40%3.90%1.10% * Over the past 12 months, the DEC engines ran 30% of the time. During the month of March, the DEC engines ran 20% of the time. **Operations Annual Limit accounts for Balance of Plant standard emissions Emissions March 2023 Engines (1-12)1, City of Denton, Texas FY 2022-23 Denton Energy Center YTD April 2023 Dashboard Key Trends For the first seven months of FY 2022-23, the DEC produced 11,462 MWh more than the same time period of FY 2021-22. This resulted in approximately $2.1 million less revenue (due to lower market prices for energy sold and lower cost of natural gas) and $469,200 less in total expenditures than for the same time period last fiscal year. DEC fuel expenditures through April of this year were $786,000 less than in the prior year which helped offset the cost incurred for the emergency replacement of two turbo chargers. The DEC Gross Margin as of April 30 was $8.14 million which is $1.94 million higher than budgeted (Gross Margin = DEC Revenue –Fuel Cost –Variable Operating & Maintenance Cost) despite lower revenue than prior year. The FY 2022-23 year-end projection for DEC revenue and fuel costs have been updated based on the latest market forecasts. The Maintenance & Repair year-end projection has been updated to reflect the cost of replacing the turbo chargers. FY 2021-22 FY 2022-23 FY 2022-23 FY 2022-23 YTD BUDGET YTD ESTIMATE DEC REVENUE 13.99$ 52.55$ 13.93$ 41.02$ EXPENDITURE SUMMARY Energy Expense - Fuel 5.71$ 37.05$ 5.95$ 22.38$ Personnel Services 0.91 2.17 1.08 2.17 Materials & Supplies 0.31 1.70 0.51 1.70 Maintenance & Repair 0.16 0.56 1.10 1.48 Insurance 1.20 2.24 0.49 2.24 Operations 0.15 0.36 0.17 0.36 Debt Service - Principal 4.09 8.68 4.31 8.68 Debt Service - Interest 4.56 8.62 4.35 8.62 Interfund Transfers 0.14 0.09 0.04 0.09 Transfer to Capital Projects - 0.02 - 0.02 DEC EXPENDITURES 17.23$ 61.49$ 18.00$ 47.74$ DEC NET INCOME (3.24)$ (8.94)$ (4.07)$ (6.72)$ Note: All dollar figures presented in millions. Description Engine Runtime (hours)* Hot Starts Warm Starts Cold Starts Stops Description Nitrogen Oxides (NOx) Carbon Monoxide (CO) Volatile Organic Compound (VOC) Particulate Matter<10 microns (PM10) Particulate Matter<2.5 microns (PM2.5) Sulphur Dioxide (SO2) Ammonia (NH3) Carbon Dioxide Equivalents (CO2e) DEC Monthly Emissions Total (tons)1.50 1.49 1.12 0.68 0.68 0.01 0.11 4,131.00 DEC Annual Permit Limit Operations (tons)**29.78 93.52 48.16 69.72 69.72 1.45 60.90 Monthly Plant Emissions per DEC Permit Limit 5.05%1.59%2.32%0.98%0.98%0.96%0.19% Annual to Date Plant Emissions per DEC Permit Limit 23.40%7.50%10.80%5.40%5.40%4.90%1.30% * Over the past 12 months, the DEC engines ran 30% of the time. During the month of April, the DEC engines ran 9% of the time. **Operations Annual Limit accounts for Balance of Plant standard emissions Emissions April 2023 Engines (1-12) Month Revenue MWh $/MWh Oct-22 $2,959,594 30,531 $96.94 Nov-22 $2,430,599 30,729 $79.10 Dec-22 $4,822,176 29,708 $162.32 Jan-23 $1,316,478 17,864 $73.70 Feb-23 $1,057,014 18,872 $56.01 Mar-23 $1,345,661 16,120 $83.48 Apr-23 $524,689 7,107 $73.83 Total FY 2022-23 $14,456,210 150,930 $95.78 Generation & Gross Revenues City of Denton, Texas FY 2022-23 Denton Energy Center YTD May 2023 Dashboard Key Trends For the first eight months of FY 2022-23, the DEC produced 9,731 MWh more than the same time period of FY 2021-22. This resulted in approximately $6.47 million less revenue (due to lower market prices for energy sold and lower cost of natural gas) and $2.04 million less in total expenditures than for the same time period last fiscal year. DEC fuel expenditures through May of this year were $2.50 million less than in the prior year which helped offset the cost incurred for the emergency replacement of two turbo chargers. The DEC Gross Margin as of May 31 was $9.57 million which is $2.87 million higher than budgeted (Gross Margin = DEC Revenue –Fuel Cost –Variable Operating & Maintenance Cost) despite lower revenue than prior year. The FY 2022-23 year-end projection for DEC revenue and fuel costs have been updated based on the April 2024 market forecasts. The Maintenance & Repair year-end projection has been updated to reflect the cost of replacing the turbo chargers. Month Revenue MWh $/MWh Oct-22 $2,959,594 30,531 $96.94 Nov-22 $2,430,599 30,729 $79.10 Dec-22 $4,822,176 29,708 $162.32 Jan-23 $1,316,478 17,864 $73.70 Feb-23 $1,057,014 18,872 $56.01 Mar-23 $1,345,661 16,120 $83.48 Apr-23 $524,689 7,107 $73.83 May-23 $2,144,247 30,502 $70.30 Total FY 2022-23 16,600,456.79$ 181,432 $91.50 Generation & Gross Revenues FY 2021-22 FY 2022-23 FY 2022-23 FY 2022-23 YTD BUDGET YTD ESTIMATE DEC REVENUE 23.07$ 52.55$ 16.60$ 41.02$ EXPENDITURE SUMMARY Energy Expense - Fuel 9.34$ 37.05$ 6.84$ 22.38$ Personnel Services 1.29 2.17 1.41 2.17 Materials & Supplies 0.43 1.70 0.71 1.70 Maintenance & Repair 0.24 0.56 1.26 1.48 Insurance 1.99 2.24 1.13 2.24 Operations 0.22 0.36 0.23 0.36 Debt Service - Principal 5.48 8.68 5.77 8.68 Debt Service - Interest 6.05 8.62 5.77 8.62 Interfund Transfers 0.18 0.09 0.06 0.09 Transfer to Capital Projects - 0.02 - 0.02 DEC EXPENDITURES 25.22$ 61.49$ 23.18$ 47.74$ DEC NET INCOME (2.15)$ (8.94)$ (6.58)$ (6.72)$ Note: All dollar figures presented in millions. Description Engine Runtime (hours)* Hot Starts Warm Starts Cold Starts Stops Description Nitrogen Oxides (NOx) Carbon Monoxide (CO) Volatile Organic Compound (VOC) Particulate Matter<10 microns (PM10) Particulate Matter<2.5 microns (PM2.5) Sulphur Dioxide (SO2) Ammonia (NH3) Carbon Dioxide Equivalents (CO2e) DEC Monthly Emissions Total (tons)2.13 2.19 2.13 1.67 1.67 0.03 0.38 15,115.00 DEC Annual Permit Limit Operations (tons)**29.78 93.52 48.16 69.72 69.72 1.45 60.90 Monthly Plant Emissions per DEC Permit Limit 7.15%2.34%4.43%2.39%2.39%2.13%0.62% Annual to Date Plant Emissions per DEC Permit Limit 30.50%9.80%15.30%7.80%7.80%7.00%1.90% * Over the past 12 months, the DEC engines ran 29% of the time. During the month of May, the DEC engines ran 28% of the time. **Operations Annual Limit accounts for Balance of Plant standard emissions Emissions May 2023 Engines (1-12)2,