Public Utilities 2013/01/23CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
January 23, 2013
The agenda having been posted on Wednesday, January 16, 2013, the Regular Meeting of the Public Utilities
Board (Board) was called to order by Chairperson David Morgan at 4:58 p.m. on Wednesday, January 23,
2013, in the 11 `h Floor Large Conference Room, Anaheim West Tower, 201 S. Anaheim Blvd., Anaheim,
California.
Board Members Present: D. Morgan, C. Peltzer, J. Machiaverna, B. Hernandez, S.E. Faessel, D.
Singer
Board Members Absent: P. Carroll
Staff Present: M. Edwards, D. Calkins, D. Lee, S. Sciortino, E. Zacherl, D. Ballin, J.
Lehman, L. Quiambao, G. Bowen, R. Dowell, P. Oviedo
Guest(s) Present: D. Wain, Resident & Chairperson of the East District Neighborhood Council
AGENDA ITEM
1. PUBLIC COMMENTS.
None.
D. Morgan welcomed D. Singer to the board, explaining that she will
fill J. Brandman's term, through June 2015, at which point she will be
eligible for an additional four year term. D. Morgan went on to
briefly summarize D. Singer's biographical information, which is
publicly available on the Utilities website.
The Board members welcomed D. Singer and introduced themselves
to her.
2. APPROVAL OF THE MINUTES OF THE REGULAR PUBLIC
UTILITIES BOARD MEETING OF DECEMBER 19, 2012. *
3. ELECTION OF PUBLIC UTILITY BOARD VICE
CHAIRPERSON. **
I
ACTION TAKEN
S.E. Faessel moved approval
of the December 19, 2012,
Public Utilities Board
Minutes. B. Hernandez
seconded the motion.
MOTION CARRIED: 6-0
ABSTAINED: 0
ABSENT: 1 (P. Carroll)
B. Hernandez moved
approval of the nomination
of J. Machiaverna as Vice
Chairperson to the Public
ITEM NO. 01
D. Bailin, Utilities Attorney, indicated to the Board that as a result of
Vice Chairperson D. Morgan being elected as Chairperson to the
Public Utilities Board, a vacancy was created in the Vice Chairperson
position. D. Ballin explained the nomination and election process to
the Board. Thereafter, J. Machiavema was nominated as Vice
Chairperson, and he subsequently accepted the nomination. No other
nominations were made.
4. DISCUSSION OF THE REPLACEMENT OF A MEMBER OF
THE PUB LEGISLATIVE WORKING GROUP.
M. Edwards shared with the Board that this is an ad hoc group that
provides guidance on Anaheim Public Utilities (APU's) legislative
activities, ensuring that the interests of the ratepayers are included and
is somewhat unstructured to enable the Board's flexibility regarding
membership and who from the full Board participates.
M. Edwards requested interest from Board members for the open seat
on the Legislative Working Group (LWG) previously held by J.
Brandrnan. After discussion, D. Singer volunteered and will be the
new member of the LWG.
5. SCHEDULE A PUBLIC UTILITIES BOARD 2013 UTILITY
GOALS WORKSHOP.
M. Edwards shared that this was a request from the Board's
Chairperson, and with all the recent changes in the PUB, now is a
good time to revisit the fundamentals and authorities of the Board,
including the major initiatives. M. Edwards continued that there will
be two new members in June and some topics may be revisited at that
time.
D. Morgan indicated that with the Board's support, this meeting will
be scheduled for February 27' at 3pm.
Utilities Board. S.E. Faessel
seconded the motion.
MOTION CARRIED: 6-0
ABSTAINED: 0
ABSENT: 1 (P. Carroll)
6. REVISION TO ENERGY EFFICIENCY GOALS AS
J. Machiavema moved
REQUIRED BY AB2021. *
approval of the Revision to
Energy Efficiency Goals as
The written, publicly available staff report detailing the item was
Required by AB2021. B.
verbally summarized by staff.
Hernandez seconded the
motion.
The Board asked a variety of questions which culminated in their
MOTION CARRIED: 6-0
decision to support brining forward this item to Anaheim City
ABSTAINED: 0
Council.
ABSENT: 1 (P. Carroll)
7. PRESENTATION ON OVERVIEW OF ANAHEIM'S
CURRENT RESOURCE PORTFOLIO AND THE
CHALLENGES WE FACE. **
The presentation detailing the item was verbally summarized by staff.
Plans are to present this information to Council in the form of a
workshop, currently scheduled for February 19, 2013.
(Agenda item #7 was discussed after agenda item #8).
2013 -2
8. APPROVAL OF FIRM & NON -FIRM POINT TO POINT
TRANSMISSION SERVICE AGREEMENTS (SHORT -TERM
AND LONG -TERM) AND OPEN ACCESS TRANSMISSION
TARIFFS WITH EACH OF THE FOLLOWING
TRANSMISSION SERVICE PROVIDERS: ARIZONA PUBLIC
SERVICE COMPANY (APS), LOS ANGELES DEPARTMENT
OF WATER AND POWER (LADWP), PUBLIC SERVICE
COMPANY OF NEW MEXICO (PNM), SALT RIVER
PROJECT AGRICULTURAL IMPROVEMENT AND POWER
DISTRICT (SRP), TUCSON ELECTRIC POWER COMPANY
(TEP), AND THE WESTERN AREA POWER
ADMINISTRATION (WAPA). *
The written, publicly available staff report detailing this item was
verbally summarized by staff.
The Board asked a variety of questions which culminated in their
decision to support bringing forward this item to Anaheim City
Council.
9. PRESENTATION ON WATER OVERVIEW SYSTEMS.
Moved to a later date.
10. UPDATE ON WATER SYSTEM ISSUES.
D. Calkins, AGM of Water Services, requested the Board's attention
to the Water Supply Conditions update in the Agenda package. This
is the first monthly update for the winter; these updates will be
provided through May. This information is significant because it
determines the strength of Utilities water supplies, and would give a
forewarning if a drought were predicated. Although the weather has
been dry this month, water supplies for the Southland remain strong
due to near record amounts of water in storage from a very wet winter
two years ago.
11. UPDATE ON ELECTRIC SYSTEM ISSUES.
D. Lee, AGM of Electric Services, shared an update on two quarterly
reports provided in the Board packet. The first was for pre- qualified
contractors, consultants, and spot bid equipment purchases, which
grants the Department the ability to quickly issue small construction
projects, or purchase materials in support of ongoing maintenance and
capital projects. The second quarterly report was for capital projects
either in construction or in the design stage. Two maps highlight the
locations of electric and water projects throughout the City. Residents
also have access to a website which has the same information, but is
updated more frequently and includes all City projects. City staff also
uses the Project Tracker tool to coordinate their projects between
Departments.
D. Morgan moved approval
of Firm & Non -Firm Point to
Point Transmission Service
Agreements and Open
Access Transmission Tariffs
with each of the following
Transmission Service
providers: Arizona Public
Service Company, Los
Angeles Department of
Water and Power, Public
Service Company of New
Mexico, Salt River Project
Agricultural Improvement
and Power District, Tucson
Electric Power Company,
and Western Area Power
Administration. C. Peltzer
seconded the motion.
MOTION CARRIED: 6-0
ABSTAINED: 0
ABSENT: 1 (P. Carroll)
2013 -3
12. UPDATE ON FIANCE SERVICES ISSUES.
E. Zacherl, AGM of Finance and Administrative Services, drew the
Board's attention to the Utilities Dashboard. He shared with the
Board that the year -to -date revenue through December 2012, was
$217.4 million for the electric utility, which is $14.3 million or 7.0%
over budget.
The year -to -date favorable variance is a result of the warmer than
normal weather experienced during the summer months. Year -to -date
expenses through December for the electric utility were $188.8
million, which is $2.6 million or 1.4% less than budgeted, as a result
of reduced operating expenses. E. Zacherl also shared with the Board
that year -to -date revenue through December 2012, for the water utility
was 533.0 million, which is $2.8 million or 9.3% over budget.
Continuing to share that weather is also the primary factor for the
favorable variance. Year -to -date expenses through December 2012,
for the water utility were $25.9 million, which is $900,000 or 3.3%
less than budgeted. The favorable variance was a result of reduced
operating and maintenance expenses, which were partially offset, by
an increase in water supply expense due to the increase in demand.
E. Zacherl then shared that revenue information for the remainder of
the fiscal year is not projected to continue to run favorable to the
budget, and is expected to come in at the end of the fiscal year at
potentially below budgeted levels. He also reported that cost
containment will continue to be monitored closely throughout the
balance of the year.
E. Zacherl moved on and provided Board Members with copies of the
audited financial statements for both the electric and the water utility.
He shared that the external auditor issued an unqualified audit
opinion, which accompanies the statements indicating they fairly
represent the financial position of both utilities as of June 30, 2012.
E. Zacherl reported that there were no audit findings as a result of the
process, also sharing that the financial statements have been posted to
the City's web page to make them available to everyone.
E. Zacherl informed the Board that the Department will be requesting
authorization from the City Council to enter into a Revolving Line of
Credit Agreement with Wells Fargo Bank National Association. He
shared with the Board the reasoning for not presenting the Agreement
to the Board, due to the Department's conservative interpretation of
the legal restriction imposed by the Dodd Frank Wall Street Reform
and Consumer Protection Act (Act). The Act requires that municipal
advisors providing financial advice on items, such as the Agreement,
are required to register with the Securities and Exchange Commission
(SEC) and meet certain onerous qualifications. Until the law and
interpretation are final, the Department has taken a conservative
approach in requesting approval for financial transactions only from
the Council, as members of the Council are elected and are therefore
excluded from the definition of municipal advisors in the municipal
advisor provision of the Act.
2013 -4
13. UPDATE ON JOINT SERVICES ISSUES.
S. Sciortino, AGM of Joint Services, shared information with the
Board in response to a request by C. Peltzer during the November
Board meeting. S. Sciortino provided a handout that summarized the
monthly net wholesale revenues generated by the Canyon Power
Project (CPP) for the last calendar year. The data included savings
associated with reduced capacity payments for the California
Independent System Operator's ( CAISO) local capacity
requirements. Additionally, the table included the debt service and
fixed O &M costs. The net revenues were calculated as total
wholesale revenues generated in the CAISO market minus the cost of
gas and variable O &M costs. The purpose of the table was to
summarize the net profit of operating the Project last year in
consideration of all costs associated with the facility, including fixed
costs. The table demonstrated the Project had surplus revenues of
$ I million for the year.
14. UPDATE ON ENERGY RISK & LEGISLATIVE /
REGULATORY AFFAIRS ISSUES.
Quarterly Internal Compliance Report
J. Lehman, Chief Risk Officer, shared the Department's compliance
activities by inviting the Board's attention to the Quarterly Internal
Compliance Report located at their place settings. She began with the
reporting quarter mentioning the Department's compliance with the
applicable regulations. She continued that last month the South Coast
Air Quality Management District (AQMD) rescinded the Notice of
Violation for the Canyon Power Plant (CPP), that was related to the
non - submittal of emission reports during the CPP construction (all
other reports were submitted). J. Lehman also shared that the tri-
annual lead and copper monitoring was conducted during this quarter.
This monitoring takes place at the customer's tap to help verify that
the water does not cause any damage to the customer's water delivery
pipes. Continuing that all lead and copper results were well below the
limits. Additionally, she reported that the sewer permit was received
for the recycled water project, which is gearing up for operation later
this year.
Well Destruction Report
J. Lehman invited the Board's attention to the Well Destruction
Report and shared that under a State Proposition 84 grant, the
Department received approximately $290,000 to properly destroy
abandoned wells throughout the City. All abandoned wells known at
the time were destroyed, ten in all. She continued that four of those
wells were associated with former water companies and one was at
Esperanza High School, continuing that this was an important effort
to help remove potential conduits for water contamination.
Legislation Activities
J. Lehman reported that the meetings in Sacramento last week went
well; she was able to meet with the elected representatives and their
staff to discuss potential upcoming issues that the Utility may be
facing this session. The meetings went very well and support was
expressed for the potential issues in addition to concerns that may
impact ratepayers.
2013 -5
In conclusion, J. Lehman shared that the next PUB Legislative
Working Group Meeting will be in April.
15. AGENDA ITEM(S) FOR THE NEXT PUBLIC UTILITIES
BOARD MEETING ON FEBRUARY 27,2013:
• PUB 2013 Utility Goals Workshop
• Presentation by Public Works on Anaheim Rapid Connection
(ARC)
• Reimbursement Agreement with the Irvine Company for
Mountain Park Annexation of the Orange County Water District
(OCWD)
• Renewables Portfolio Standard Annual Procurement Plan
(SBX 12)
16. ITEM(S) BY SECRETARY.
Annual State of the City event is on February 5 1h atl2:00 noon - 2:00
p.m. at the Grove of Anaheim.
17. ITEM(S) BY BOARD MEMBERS.
C. Peltzer addressed D. Singer, commenting that she received a good
start into the Public Utilities Board.
S.E. FaesseI shared her comments on the change of times, in reference
to all discussed tonight and how we reflect back to the past
and how the past is being treasured in a different way.
B. Hernandez shared the Ducks have won three in a row.
J. Machiavema welcomed D. Singer to the Board and thanked the
Board for the nomination and the vote of confidence as the Board's
Vice Chairperson. J. Machiavema complimented the customer
service provided by Ramon Castellon, who assisted him with a power
outage he experienced at his home; Ramon had also provided excellent
customer service a few years back with another issue. J. Machiaverna
also thanked Barbara Gonzalez, Real Estate Agent, for the 2013
Anaheim Historic Districts calendar that was provided to all of the
Board Members.
D. Singer shared that she is excited to work with such smart people
and finds the information thus far to be both fascinating as well as
interesting. She is looking forward to her Board involvement.
D. Morgan thanked D. Singer for joining the Board and cornmented
that with her background, she will not only bring a technical
background, but excellent perspective in dealing with people as well.
He also thanked the staff for a great presentation.
2013 -b
18. ADJOURNMENT: (TO THE PUB WORKSHOP ON
FEBRUARY 27, 2013 AT 3:00 P.M., IN THE 11" FLOOR LARGE
CONFERENCE ROOM, ANAHEIM WEST TOWER, 201 S.
ANAHEIM BOULEVARD, ANAHEIM, CALIFORNIA).
Respectfully sAnutted,
Marcie L. Edwards
Secretary, Public Utilities Board
B. Hernandez moved to
adjourn the Regular Meeting
at 7:10 p.m. to the Board's
next meeting date of
February 27, 2013 at 3:00
p.m. S.E. Faessel seconded
the motion.
MOTION CARRIED: 6 -0
ABSTAINED: 0
ABSENT: 1 (P. Carroll)
* 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.