Public Utilities 2012/08/22CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
August 22, 2012
The agenda having been posted on Wednesday, August 15, 2012, the Regular Meeting of the Public Utilities
Board (Board) was called to order by Chairperson Jordan Brandman at 5:03 p.m. on Wednesday, August 22,
2012, in the 1 l' Floor Large Conference Room, Anaheim West Tower, 201 S. Anaheim Blvd., Anaheim,
California.
Board Members Present: J. Brandman, J. Machiaverna, P. Carroll, C. Peltzer, D. Morgan,
B. Hernandez, S.E. Faessel
Board Members Absent: None
Staff Present: M. Edwards, D. Calkins, D. Lee, S. Sciortino, E. Zacherl, D. Shen,
M. Lopez, J. Lehman, A. Kott, L. Quiambao, P. Oviedo, T. Sato, M. Samra,
G. Bowen, B. Beelner
Guest(s) Present: D. Wain, Resident; S. Faessel, Resident; B. Darling, CIS System and
Software Project Manager
AGENDA ITEM
1. PUBLIC COMMENTS.
No Public Comments.
2. APPROVAL OF THE REGULAR PUBLIC UTILITIES
BOARD MEETING OF JULY 25, 2012. *
M. Edwards invited the Board's attention to corrections in the
Energy Risk & Legislative / Regulatory Affairs section of the
minutes.
J. Lehman explained to the Board that the incident that resulted in a
code violation occurred in 2011, not last quarter.
3. APPROVAL OF THE DECLARATION OF OFFICIAL
INTENT TO REIMBURSE CERTAIN WATER
EXPENDITURES FROM WATER UTILITY BONDS OR
OTHER OBLIGATIONS. *
The written, publicly available staff report detailing the item was
verbally summarized by staff.
ACTION TAKEN
J. Brandman closed the public
comments portion of the
meeting.
D. Morgan moved approval of
the July 25, 2012, Public
Utilities Board Minutes as
amended. B. Hernandez
seconded the motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0. ABSENT:
0.
P. Carroll moved approval of
the Declaration of Official
Intent to Reimburse Certain
42 ITEM NO. 07
Water Expenditures from
Water Utility Bonds or Other
Obligations. D. Morgan
seconded the motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0. ABSENT:
0.
4. APPROVAL OF CALIFORNIA ENERGY COMMISSION
ANNUAL 1306A AND QUARTERLY 1305 REPORTS, AB 162
REPORT, ANNUAL POWER CONTENT LABEL, AND
ATTESTATIONS. *
The written, publicly available staff report detailing the item was
verbally summarized by staff.
The Board asked a variety of questions which culminated in their
decision to support the approval of the California Energy
Commission Annual 1306A and Quarterly 1305 Reports, AB 162
Report, Annual Power Content Label, and Attestations for Anaheim
City Council's review and consideration.
5. APPROVAL OF CAP - AND -TRADE PROGRAM UPDATE
AND AMENDMENTS REQUIRING ADDITIONAL
DESIGNATED REPRESENTATIVES. *
The written, publicly available staff report detailing the item was
verbally summarized by staff.
The Board asked a variety of questions which culminated in their
decision to support the approval of Cap- and -Trade program update
and amendments requiring additional designated representatives for
Anaheim City Council's review and consideration.
6, UPDATE ON WATER SYSTEM ISSUES.
D. Calkins, AGM of Water Services, gave a presentation to update
the Board on construction progress of the Linda Vista Reservoir and
Pump Station Replacement Project. Construction of the Project is
currently on time, on budget, and is approximately half completed.
Completion is scheduled for June of next year.
D. Calkins mentioned to the Board that there is the possibility that
Anaheim's Metropolitan Water District (MWD) Director, Kris
Murray, will be co- hosting a Colorado River Aqueduct Inspection
Trip in late October. About a month ago, Ms. Murray agreed with
Fullerton's MWD Director, Jim Blake, to host a joint tour with the
City of Fullerton on October 26 to 28, 2012.
S.E. Faessel moved approval of
the California Energy
Commission Annual 1306A
and Quarterly 1305 Reports,
AB 162 Report, Annual Power
Content Label, and
Attestations. C. Peltzer
seconded the motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0. ABSENT:
0.
J. Machiaverna moved
approval of the Cap- and -Trade
program update and
amendments requiring
additional designated
representatives. P. Carroll
seconded the motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0. ABSENT:
0.
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However, Fullerton is in the process of replacing their MWD
Director. As soon as they do, we will confirm if they still want to
do a joint tour with Anahcim, and if so, we will mail out invitations
soon after that. The Board asked staff to send them an email with
information on the tour, even though it is tentative at this time.
D. Calkins referred to the hot weather the last few weeks, and
indicated the water system demand has not been all that high the
last week or so, Anaheim's daily demand has been about 75 million
gallons per day (mgd). Three years ago, Anaheim's peak day
demand was 87 mgd, and the all -time peak was back in 1996, at 107
mgd. This reduction in water demand is in line with other water
utilities in the Southland and is due to conservation efforts and, in
part, to the recession.
7. UPDATE ON ELECTRIC SYSTEM ISSUES.
D. Lee, AGM of Electric Services, shared with the Board a
summary of electric reliability for the month of August.
Historically, over the past twenty years, the utility averaged about
16 outages per month, with a high of 130 outages during wind
storms in 2003, and a low of 2 outages. In 2011, there were 24
outages in August, and this year, there have been 19 to date, which
he indicated is within normal levels. Several steps were taken to
address the warm weather, including keeping extra staff as needed
for faster response and re- arranging a circuit to alleviate higher
electric demand.
D. Lee also shared with the Board that the Underground Conversion
Five Year Plan was approved by City Council on August 21" with
the modification that the Lincoln/Rio Vista project was accelerated
in the schedule by two years, just after the Miraloma project. This
was done because Lincoln is a major corridor and will underground
Lincoln throughout the city, and there has been strong community
interest in that area.
8. UPDATE ON FINANCE ISSUES.
E. Zacherl, AGM of Finance and Administration, invited the
Board's attention to the July Financial Dashboard and shared that
the first month of the fiscal year's electric revenues of $29.7 million
were $0.8 million under budget or approximately 2.7 %. Retail
revenues were over budget by $800,000; however, they were offset
by wholesale sales of approximately $40,000, which were under
budget by $1.6 million. This unfavorable variance was the result of
extremely low spot market prices that were less than the
Department's cost to generate power at any of its facilities
frequently during the month, resulting in minimal wholesale sales.
Electric expenses for the month of $21.1 million were $6.4 million
under budget or approximately 23.3 %. The primary reasons for the
under - budget condition were the reduction in variable costs
associated with the reduction in generation due to the lack of
wholesale sales, and a delay in production start -up at the new Brea
landfill gas facility eliminating the need to pay for test energy,
which had been projected when the budget was prepared.
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E. Zacherl then invited the Board's attention to the Water portion of
the Dashboard, which showed July's water revenues of $6.2 million
were $500,000 over budget or approximately 9.5% due to warmer
temperatures during the month. Water expenses for the same period
of $4.2 million were $100,000 over budget or approximately 1.9%
as a result of having to purchase additional water supply for the
increased sales.
E. Zacherl completed the report to the Board by sharing that the
transaction to refund the 2002A Series of Electric Revenue Bonds,
to take advantage of current market low interest rates, is scheduled
to take place during the first week of September. It is anticipated
that new bonds will reduce the Department's debt service by
approximately $800,000 a year for the next 20 years and will not
extend the maturity date of the original issue.
D. Morgan left at 6:13 p.m.
9. UPDATE ON JOINT SERVICE ISSUES.
S. Sciortino, AGM of Joint Services, shared with the Board the
status of the retail electric consumption to date for the month of
August. Temperatures in the last few weeks have been several
degrees above average and there have been six days where the peak
load was over 500 Mega Watts (MW). The summer peak thus far is
524 MW and, for the time being, energy consumed at the retail level
is about 13% ahead of the budget.
S. Sciortino invited the Board's attention to a presentation on some
of the high -level components of the new Customer Information
System (CIS) program to be made by Bubba Darling,
Vice President of Systems and Software (S &S). The S &S model
provides all the characteristics of the current CIS program but with
the latest technology that will provide a lot more flexibility in
meeting tasks. Unlike the current software, which requires several
screens to provide basic customer information, B. Darling
demonstrated how the new program will allow Customer Service
Representatives (CSRs) to have much more information on a
customer without having to toggle back and forth to other screens,
and the CSRs can utilize mouse controls to navigate with each
screen and for different applications. There is a considerable
amount of information available with a few clicks of the mouse,
allowing for more efficiency and quicker access to data.
B. Darling also presented several new applications that will be
available with the new system, including the ability to have "instant
chatting" with customers on -line as well as the ability to save those
chats in similar fashion as storing notes when talking to individual
customers. In addition, all activity in the system will be available in
real -time so that information that would now require waiting
overnight to be available can be accessed as soon as it's in the
system. For example, if a customer with a late notice who's about
to be disconnected comes in with payment, that information is
immediately available to the Field Service Representative (FSR)
who would be in route to do the disconnect. The system will delete
that order and route the FSR to the next activity on his list.
45
Additional new features include scheduling and routing jobs for
FSRs, and eliminating excess paper work associated with their
tasks, allowing the dispatcher to see where each FSR is located in
the field and the capability to easily reroute an FSR, when required.
FSRs will also have GPS available to make it easier to get to each
task.
In conclusion, B. Darling demonstrated the tools customers will
have at their disposal by logging into their respective accounts.
Customers can evaluate a lot of their historic consumption as well
as determine the billing impact of changing their rate structure
and/or pattern of electricity use during the day. The Presentation
was concluded by showing how customers can use smart phones to
access their accounts, review their information and pay their bills
10. UPDATE ON ENERGY RISK & LEGISLATIVE 1
REGULATORY AFFAIRS ISSUES.
J. Lehman, Chief Risk Officer, invited the Board's attention to
Department's Enterprise Risk Management Program Report,
referring to the presentation given on the Program, as well as the
discussion on the Utilities Success Indicators. The Program assists
the Department in identifying, managing and monitoring risks
throughout the organization. The Utility Success Indicators offer
measures for how the Department's Enterprise Risk Management
Program is performing. The performance indictors cover the key
elements of utility operators. The Department performed well,
customer response time is quick and customers expressed
satisfaction, rates are lower than nearby competitors, and work
place safety is high. The Department, however, did not meet two of
its goals. Revenues were under budget, however so were
corresponding expenses. Also, due to the notice of violation
received, because of insufficient air emission credits during the
early startup of the Canyon Power Plant, the Department did not
meet its goal of being in compliance with all applicable laws and
regulations. The Department staff is optimistic that all goals will be
met for the next reporting period.
J. Lehman also referred to the Department's quarterly Wholesale
Energy Risk Management (ERM) Report. Sharing that the
Department was in full compliance with the ERM program for the
Quarter and despite a decrease in the average credit of the
counterparty credit portfolio rating, credit quality is good and the
Department's credit exposure is minimal with the Moody's average
rating moving from Aa3 to A I in late June. The Standard and
Poor's average rating remained the same at A +. This decline
resulted because several counterparties have credit guarantees from
large global banks that had their credit ratings downgraded in late
June by Moody's, amid worries that the European economic market
turmoil could slow their profit and growth. These banks remain
investment grade and the Department's credit exposure is minimal.
J. Lehman concluded with a quick update on legislative affairs,
sharing that this is the season of amendments and deal cutting,
46
and there are still many bills to be closely watched.
Two in particular would create special rates for certain renewable
resources, and Anaheim Public Utilities (APU) is working with
other utilities to actively oppose these bills. Though the authors are
working to cut deals, the bills still expand programs that could
create rate subsidies. The investor owned utilities oppose these
bills, as well. Also, the Greenhouse Gas (GHG) fund usage bills are
being monitored.
The APU Department's website has been updated to include a
separate legislative section. It's quite easy to access, from the
Department's webpage you click on the icon of the state capitol and
you are taken directly to the legislative webpage:
i
1 1 011` 1 430 LI ' I
No items.
12. IT (S) BY SECRETA
No items by Secretary.
FKMV42If► 1 1 17- IVO u 1 01' ��
P. Carroll complimented the meeting highlighting the goals set
forth, the presentations namely upcoming CIS implementations, and
the refinancing to save Utilities $800,000 a year, for the next 20
years.
S.E. Faessel commented on her gratefulness to be a resident in
Anaheim and the many services, which was confirmed within the
past month that verified that Anaheim is on top of services.
B. Hernandez shared his gratitude for the progress of the
Underground Utility Conversion and expressed that he is always
impressed with the meetings and the smart thinking that goes into
the planning.
J. Machiaverna agreed with P. Carroll believing that with the
progress in the future there will be a level of success to measure
against, and keep members motivated. He also commented that no
matter what the Department comes against, it keeps moving
forward.
J. Brandman complimented staff on another great meeting, and
recognized D. Lee for the approval of the Five -Year Underground
Project during last night City Council meeting, which impressed
Members, as usual.
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14. ADJOURNMENT: (REGULAR MEETING ON SEPTEMBER
26, 2012 AT 5:00 P.M., IN THE 11` FLOOR LARGE
CONFERENCE ROOM, ANAHEIM WEST TOWER, 201 S.
ANAHEIM BOULEVARD, ANAHEIM, CALIFORNIA).
S.E. Faessel moved to adjourn
the Regular Meeting at 7:00
p.m. to the Board's next
meeting date of September 26,
2012 at 5:00 p.m. P. Carroll
seconded the motion.
MOTION CARRIED: 6 -0.
ABSTAINED: 0. ABSENT:
1 (D. Morgan).
Respectfull b iced,
Marcie L. Edwards
Secretary, Public Utilities Board
* Indicates item(s) that will be forwarded to City Council for action upon recommendation by the Board.
** Indicates item(s) that will be forwarded to City Clerk and City Council for informational purposes.
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