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Report
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Report To: General Government Committee
Date of Meeting: March 29, 2016
Report Number: FND-004-16 Resolution: ,
File Number: By-law Number:
Report Subject: Annual Commodity Hedging Report— 2016
Recommendations:
It is respectfully recommended that the General Government Committee recommend to
Council the following:
1. That Report FND-004-16 be received for information.
Municipality of Clarington
Report FND-004-16 rage 2
Report Overview
This report complies with the annual reporting required under Ontario Regulation 653/05 of the
Municipality Act with respect to Commodity Hedging for 2015.
1 .0 Background
1.1 Under Ontario Regulation 635/05, the Treasurer is required to report annually to Council
the status of existing commodity hedging agreements, including a comparison of the
expected results to actual of using the agreements and confirmation that they comply
with the Municipality's policies and goals.
1.2 As required by the Municipal Act, 2001, Council adopted a Commodity Price Hedging
Agreements Statement of Policies and Goals in report COD-054-08, on Monday,
October 6, 2008. In this statement of policies and goals, the responsibilities are
delegated as follows. The Director of Finance/Treasurer or designate is responsible for
the financial administrative matters pertaining to commodity price hedging. The Director
of Corporate Services or designate is responsible for the procurement and contractual
administrative matters pertaining to commodity price hedging.
2.0 Comments
2.1 Since 2008, considerable time has been spent to monitor the energy requirements and
consumption patterns throughout the Municipality's operating departments. This
information together with the procurement strategy aimed at reducing risk and stabilizing
cost continues to focus on the need for a stable natural gas supply contract. The
Municipality has an energy consulting agreement with Blackstone Energy Consulting for
the term November 1, 2014 to October 31, 2017 with an option to extend for two
additional one year terms. This agreement covers many services related to the
Municipalities supply of natural gas including the supply of information relevant to
decision making; arranging contracts for the continuous supply; analysis and
reconciliation of usage; and forecasting of natural gas pricing pressures.
2.2 Blackstone Energy Services Inc. working on the Municipality's behalf is authorized to
enter into fixed priced natural gas agreements as per the procurement strategies and to
the agreed indicative prices. The Municipality is supplied natural gas from three pools
— Empress (western Canada), Central Delivery Area (CDA) and Dawn. The Dawn hub
is a new natural gas hub available in November 2015 and is located in southwestern
Ontario. In 2017, the CDA gas source will no longer be available and our supply will be
shifted to the Dawn hub
2.3 In November 2014, in consultation with Blackstone, the Municipality entered into the
following agreements. The Municipality entered a contract with a fixed price for 70% of
Municipality of Clarington
Report FND-004-16 Page 3
the Empress gas volume with the balance fluctuating based on market price from
November 2014 to October 2015. For the CDA pool, the Municipality has a contract for
100% fixed price on the winter transportation costs, and 100% of the CDA gas volume
frorn November 2014 to October 2015.
2.4 The 2015 budget used a price of $0.20 m3 for natural gas when calculating the
$352,029 total value. The weighted average actual price of natural gas in the contract
from November 2014 to October 2015 was $0.2013/m3. The 2016 budget used a price
of $0.205 m3 for natural gas when calculating the $375,018 total value. This price was
based on the projected rates from Blackstone's analysis of the market.
System Gas Rate
January 2014 — March 2014 $0.117412 / m3
April 2014 — June 2014 $0.208959 / m3
July 2014 — September 2014 $0.185187 / m3
October 2014-December 2014 $0.176755 / m3
January 2015 — March 2015 $0.183160 / m3
2.5 Another component of the natural gas pools is the setting of the Minimum Daily Volume
(MDV). The MDV amounts were changed as shown in the chart below based on past
natural gas consumption, climate projections for next year, and the addition of the new
pool and reallocations of accounts contained in each pool.
Nov 2014 — Oct 2015 Nov 2015 — Oct 2016
CDA Pool MDV 90 MDV 19
Empress Pool MDV 50 MDV 54
Dawn Pool n/a MDV 53
2.6 With the input of Blackstone, the MDV rate is set to estimate the actual gas
consumption in prudent manner. In October 2015, the Municipality had a small gas
surplus and can sell this in the market when prices are favourable.
2.7 These contracts met the procurement goal of both reducing the risk and stabilizing the
cost, as we had a fixed source of supply for the majority of the estimated requirement up
to October 2015 at a fixed price with a reasonable consumption estimate.
2.8 As of November 1 , 2015, the Municipality has no natural gas hedges. Due to the
forecasted mild winter along with the low natural gas prices, it was recommended that a
hedge would not be required. Going forward, natural gas hedges are being considered
Municipality of Clarington
Report FND-00416 Page 4
in 2016. Natural gas prices are currently still low and it is recommended by Blackstone
that it is a good time to consider another natural gas hedge.
2.9 Blackstone also provides market analysis and updates on electricity matters. In 2015,
there was no call for hedging on electricity. Recent market analysis from Blackstone
indicates that electricity hedging may be beneficial for the 2016 summer season.
3.0 Concurrence
3.1 This report has been reviewed by Marie Marano, Director of Corporate Services and she
concurs with the recommendation.
4.0 Conclusion
4.1 The Municipality of Clarington had natural gas commodity hedging agreements which
ended in October 2015. This agreement was consistent with the municipality's
statement of policies and goals relating to the use of financial agreements to address
commodity pricing and costs.
4.2 The market will continue to be monitored by the Municipality and Blackstone Energy
Consultants during the term of the consultation agreement. Commodity hedging is
based on recommendations from Blackstone and the evaluation of the Municipality's
needs going forward. It is the intent of the Municipality to enter into commodity
agreements that will limit the risk of price volatility and lack of supply without a contract.
4.3 It is recommended that this annual commodity hedging report be received for
information in compliance with Ontario Regulation 635/05 of the Municipal Act.
Strategic Plan Application
The recommendations contained in this report conform to the Strategic Plan.
Submitted by: / L/, /446/_/! Reviewed by:
ancy Tay or, A, CPA, CA Franklin Wu,
Director of Finance/Treasurer Chief Administrative Officer
NT/CC/hjl
Municipality of Clarington
Report FND-004-16 Page 5
Staff Contact: Nancy Taylor, Director of Finance/Treasurer, 905-623-3379 ext. 2602 or
Lit aylor(c�clarington.net
There are no interested parties to be notified of Council's decision.