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HomeMy WebLinkAboutFIN-10-023 - Utility Write Offl FirrancialServicres REPORT Report To: Mayor Carl Zehr and Members of Council Date of Meeting: February 22, 2010 Submitted By: Dan Chapman, General Manager of Financial Services Prepared By: Joyce V. Evans, Director of Revenue (Ext. 2895) Ward(s) Involved: All Date of Report: February 16, 2010 Report No.: FIN-10-023 Subject: Uncollectable Utility Accounts Write Off RECOMMENDATION: That Uncollectable Utility Accounts, amounting to $52,909.16 be written off against the Allowance for Doubtful Sundry Receivables and the Allowance for Doubtful Utility Receivables. BACKGROUND: The last write off report for Uncollectable Utility Accounts was approved by Council in August 2009 totalling $113,994.64 and covered the period up to the end of June 2009. The current report reflects uncollectable utility accounts totalling $52,909.16 for the period from 2007 to December 31, 2009. REPORT: In May 2009 the revenue division implemented a collections module in CIS. The collections module includes many automated tools for areas which had been managed manually in the past. Examples of these tools are as follows: 1. Abring-forward system for various collections actions such as amount and age of arrears, active or final billed account. 2. Collections notices and letters are now generated from the system rather than manually. 3. The uncollectible write off list is now generated from CIS by the collections officers rather than relying on the CIS consultant to generate this list. 4. A collections diary automatically tracks all collection activity on an account for a specific period of time. 5-1 5. Exemption queues such as a "To Do List" for accounts when certain conditions have been detected. An example would be when unauthorized consumption has been detected on a service which has been disconnected for non payment. The introduction of the collections module has allowed the collections officers to work the delinquent accounts in a more efficient manner. The current write off list is less than 50% of the list which was presented to Council in June 2009, despite the current economic climate which may increase the potential for uncollectible accounts. Council approved a collection policy for utilities which recommended that the targeted upper limit for write-offs be set at 0.3%. Staff continue their efforts in reducing the level of delinquent accounts and to maintain write-offs at below the targeted upper limit as recommended by Council. The current report represents write off of utility accounts which have been deemed to be uncollectable up to the end of December 2009. All reasonable efforts have been made by Revenue Division staff to collect these amounts. These outstanding balances will be written off and will be forwarded to a collection agency. The cumulative write-offs shown by year as a percentage of total invoices billed, are as follows: 2009 Uncollectable Utility Account Write-Off Detailed summary Cumulative Write- offs Total $ invoiced Year to date Write-offs as a % of sales 2009 $105,996.61 $164,227,000 0.0645% 2008 151, 347.27 161, 658, 000 0.0936% 2007 151, 954.87 148, 670, 000 0.1022 2006 159, 001.94 136, 419, 000 0.1166% Total $568, 300.69 $610, 974, 000 0.0930% FINANCIAL IMPLICATIONS: The cumulative total write off of $568,300.69 represents approximately 0.0930% of the total utility billings of $610,974,000 for the period covered in the report. This is in line with the recommended targeted upper level for write-offs of 0.3% in the Utility Collection Policy as approved by Council. Staff will continue their efforts in managing delinquent accounts to ensure that the write-offs are at a minimum. 5-2 CONCLUSION: It has been determined that $52,909.16 of utility accounts are uncollectable and staff recommends that the accounts be written off in December, 2009. The uncollectable accounts listing will be forwarded to a collection agency, which will use their best efforts to collect these accounts. ACKNOWLEDGED BY: Dan Chapman, General Manager of Financial Services & City Treasurer 5-3