4.1 ERMUSR 08-10-2021 - Laserfiche WebLink

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______________________________________________________________________________ Page 1 of 1 UTILITIES COMMISSION MEETING TO: ERMU Commission FROM: Michelle Canterbury – Executive Administrative Manager MEETING DATE: August 10, 2021 AGENDA ITEM NUMBER: 4.1 SUBJECT: Customer Deposits Policy ACTION REQUESTED: Approve the revised G.4j3 Customer Deposits Policy. BACKGROUND: In 2017, the Commission worked with staff and a consulting firm to develop governance policies based on the Carver Model of governance. In 2019, an initiative was created to develop a migration plan for relevant old policies to become part of the new Commission Policy Manual, confirm delegation of authority to management for old policies that are not governance, and eliminate or remove documents that are not policy. At the November 19, 2019, commission meeting, the commission addressed the administration section of the old policy manual and approved the move of six policies to the Commission Policy Manual, one of those being the Customer Deposits Policy. DISCUSSION: The final step of the policy manual initiative is the review of policies transferred over to the Commission Policy Manual. The review process includes making any necessary updates, formatting, and creating new policies that were identified. Any proposed changes or new policies will be presented to the commission for consideration and approval. After review of the G.4j3 Customer Deposits Policy that was transferred over to nest under G.4j Cost Allocation and Recovery, staff is recommending a few minor changes. Attached are the proposed revisions. In addition, staff would like to review the policy with the Commission to determine if there are any other changes that should be considered at this time. ATTACHMENTS: • Revised Policy – G.4j3 – Customer Deposits 44