Public Utilities 1996/09/05 RECEIVED
PUBLIC UTILITIES BOARD
MINUTES OCT 1 1222111 6
OFFICE OF CITY C; ER:Y,
SEPTEMBER 5, 1996 CITY OF ANA HE N
The agenda having been posted on Friday, August 30, 1996, the Regular Meeting of the Public Utilities
Board was called to order by Vice - Chairperson Ward Wiseman at 3:30 p.m. on Thursday, September 5,
1996, in the City Hall West, 1 lth Floor Conference Room, 201 S. Anaheim Blvd., Anaheim, California.
Board Members Present: W. Wiseman, T. Kirker, J. White, R. Lawson, P. Lem
Board Members Absent: D. Stanton, D. McMillan
Staff Present: E. Aghjayan, M. Bell, D. Tarkington, E. Alario, L. Moses,
L. Topaz, M. Long, E. Leung, G. Broeking, P. Grimes,
J. Chavez, I. Pai, A. Dubberly, K. Welch, R. Howell.
Guests Present: None
Vice- Chairperson W. Wiseman acted as Chairperson in D. Stanton's absence.
1. PUBLIC COMMENTS
Vice - Chairperson W. Wiseman asked for public comments. There being none, the Public
Comments portion of the meeting was closed.
2. APPROVAL OF MINUTES OF MAY 2, 1996 AND AUGUST 1, 1996
W. Wiseman read a memo from E. Aghjayan referencing the minutes of the May 2, 1996 Public
Utilities Board Meeting in which P. Lem requested that a paragraph be added to the minutes on
page 337 at the end of line 17. As stated in the memo, the Secretary to the Board and City
Attorney's Office recommended that the Board approve the minutes as submitted.
P. Lem commented that without his paragraph inserted in the May 2, 1996 minutes, that M. Bell's
statements on the Financial Statement were incorrect. He said that M. Bell referred to the Notes of
the Financial Statements and that they actually addressed the dates and months that the figures took
place with respect to the transactions of the City. In the case of the financial balance sheet for
water, Note 10 does not explain the $559,000. Note 12, with respect to the electric balance sheet,
does not fully explain the $4,602,000. He felt that both Notes are identical and they explain what
the City received back from the County Pool, so the two Notes do not really clarify what M. Bell
said and both Notes actually reflect the financial transaction of the water and electric utility, not the
City. P. Lem objected to the use of the financial transactions of the City to explain the $559,000 in
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the water statement and $4,602,000 in the electric balance sheet. By adding his suggested
statement, P. Lem believes that Notes 10 and 12 only refer to the consolidation of the bankruptcy
accounts of the City and not to the balance sheets respectively. P. Lem stated that neither Note
clarifies the water utility fund balance sheets of $559,000 in the Orange County bankruptcy or the
electric utility fund balance sheets of $4,602,000, which is also in the Orange County bankruptcy.
E. Aghjayan replied that staff and the City Attorney's office reviewed the tape of the recorded
minutes and that the minutes accurately reflected what was said at the meeting. The minutes are
not intended to be rewritten to reflect what someone wishes they had said during the meeting.
M. Bell added that the notes, as presented in the Financial Statement, are accurately reflected in the
minutes of the May 2, 1996 meeting and that as far as the auditor and the County of Orange are
concerned, there is not a distinguishing difference between the Water Utility, the Electric Utility,
and the City of Anaheim. The account that was held at the County of Orange was in the name of
the City of Anaheim, which included all sub - organizations of the City of Anaheim, including the
Utilities. For purposes of the Financial Statement, the auditor so identified the total transactions of
the City of Anaheim, of which they noted water and electric participation in that fund.
P. Lem moved to have his paragraph added to the minutes of May 2, 1996 added to those minutes.
The motion failed for lack of a second.
P. Lem asked that the minutes of the September 5, 1996 PUB Meeting accurately represent what
• was discussed with respect to this item.
J. White moved approval of the May 2, 1996 minutes as submitted. T. Kirker seconded the
motion. MOTION CARRIED 5 -0. 2 ABSENT.
J. White asked that the agenda for the September 5, 1996, Board Meeting be corrected to show W.
Wiseman as the Vice - Chairperson, not D. McMillan. Staff indicated the correction will be made.
P. Lem pointed out that during the August 1, 1996 Board meeting he requested that the minutes of
June 6, 1996 include a statement by him at the end of the first sentence, lines 1 & 2, page 343 and
asked if the investigation into the paragraph by staff was conducted as requested by D. Stanton.
E. Aghjayan replied that staff did not pursue this request because it was stated in the August 1
Board meeting that staff does not rewrite minutes to reflect what one Board members wishes
without a vote of the entire Board requesting staff to do so. A motion was made and carried at the
August 1, 1996 meeting to approve the June 6, 1996 minutes as submitted. Any Board member is
welcome to listen to the recording tapes from the meetings if they so wish.
W. Wiseman suggested that P. Lem make a motion to have staff investigate the stated paragraph in
the June 6, 1996 minutes if he still feels it is necessary. P. Lem moved to have the referenced
paragraph investigated. The motion died for lack of a second.
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R. Lawson commented that P. Lem has some issues that perhaps should be addressed some way
other than at the monthly Board meetings.
P. Lem pointed out that the minutes of August 1, 1996 show the vote on Agenda Item #3 as
Motion Carried 4 -3, 1 absent, P. Lem opposed, J. White abstained. The correct vote should be
reflected as Motion Carried 4 -1.
E. Aghjayan stated that P. Lem was correct and because it is a factual error, the minutes will be
corrected to reflect the correct vote.
R. Lawson moved approval of the minutes of August 1, 1996. T. Kirker seconded the motion.
The minutes will be corrected to reflect the error on the Agenda Item #3 vote. MOTION
CARRIED. 4 AYES, 2 ABSENT, AND P. LEM ABSTAINED.
E. Aghjayan stated that J. White had expressed concern regarding information items presented to
the Board. Staff started the practice of identifying these particular "Information Only" items on
the Board Agenda so that the Board would know which items were going to City Council for
approval and which items were intended to advise and update the Board on utility issues. The
Board has the authority to take action in terms of advising the Department on any item on the
• Board agenda. Because an item is not going to City Council does not preclude the Board from
voting on a recommendation to the City Manager's Office, the City Council, or the Utilities
Department. In the future, staff will omit "Information Only, No Action Required" on the Board
agenda items and each item will be available for complete discussion and recommendation.
J. White noted that the Board had not voted on any actions that were sent to the City Council for
approval in quite a while.
. Aghjayan added that there are items that staff may advise the Board of that are not necessarily
forwarded to the City Council for approval. The Board may request white papers on any issue or
request that an item be agendized for discussion.
W. Wiseman suggested that an asterisk be placed next to the agenda items that will be forwarded to
City Council for approval.
T. Kirker stated that "Information Only" tells the Board about future items that may go before the
City Council, or if the Department is proceeding along the approved budget, or if the Department is
meeting its goals and objectives. It provides an opportunity for the Board to inquire into these
items and clarifies for the Board what is currently happening and will be happening in the future in
regard to the Utility.
The Board was invited to attend the Electric Industry Restructuring Update presentation to the City
Council at its workshop on September 10, 1996, 3:00 p.m.
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3. ELECTRIC INDUSTRY RESTRUCTURING UPDATE
D. Tarkington gave a presentation updating the Board on Electric Industry Restructuring and
competition. The presentation covered opportunities for further reducing the Department's debt,
the impact of AB 1890 electric restructuring legislation, reduction in stranded costs, and future
issues that will still need to be resolved.
4. RESOURCE EFFICIENCY AND BUSINESS DEVELOPMENT QUARTERLY UPDATE
M. Long gave a presentation on the quarterly update of the Resource Efficiency and Business
Development programs.
T. Kirker expressed a concern that some of the Anaheim Schools that had received security lights
did not have sufficient electricians to get the lights installed and wondered if there was anyway the
Department could assist them or require in the contracts that the schools install the lights by a
certain date. E. Aghjayan suggested that staff look into the follow -up of installation inspections as
required in the agreements with those who receive the free lights.
J. White asked for an update on the Thermal Energy Storage (TES) Program and L. Topaz replied
that staff is working on developing a cost - effective program. With the cost of capacity in the
market place being so low, it is difficult to justify spending the money on this, so staff is trying to
locate a financing program that does not require the Department to take a financial position.
5. WATER SYSTEM REPLACEMENT PROGRAMS
E. Aghjayan explained that approximately a year ago, during the budget process, staff had
recommended a 1 1/2% water rate increase for the purpose of paying for the right -of -way fee for
the Utility. That recommendation was not accepted by the City Council and, in order to balance
the budget, staff had to take a number of programs out of the budget, most of which were in the
Water Main Replacement Program. At the time, the Department wanted to maintain the system,
with special emphasis on repairs to the downtown water main system, valve box replacements and
vault replacements.
I. Pai gave a presentation explaining the status of these Water System Replacement Programs.
6 ENERGY SALE FOR NEW CONSTRUCTION
The Board had no questions of staff on the report included in the Board packets mailed to them.
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7. AGENDA ITEMS FOR NEXT MEETING
E. Aghjayan stated that the next meeting will include an analysis of electric system reliability, a
water rate comparison report, an industry restructuring update (if there are further developments),
a Telecommunications update, and a report on the Western States power outages in August.
J. White requested that the next meeting's agenda include an open discussion and possible action
on the goals and objectives of the Department and how the Board, with its current structure, will
accomplish those goals and objectives. He commented that things had not been going very
smoothly during the Board meetings and felt that P. Lem was trying to take over his place as an
agitator, that he has a high respect for P. Lem's ability with figures, and that P. Lem could become
a valuable member of the Board in time. J. White stated that anything that either staff or the Board
members want to discuss that is bothering them could be discussed and /or some actions taken. J.
White expressed concern over meetings or programs being canceled without the Board's
recommendation.
E. Aghjayan suggested the proper format for this type of item be a formally noticed workshop and
any items the Board requested of staff to be researched prior to the meeting.
W. Wiseman felt it would be more appropriate to discuss agendizing this item when Chairperson
Stanton returns from vacation.
E. Aghjayan offered to contact D. Stanton and advise him of this item and have him contact J.
White for more specifics about how this item should be handled. He also stated that it might be
appropriate for the Board to determine the agenda for this item, because staff does not know the
specifics of the issues the Board wants to discuss.
W. Wiseman suggested that each Board member write down their ideas for ways to improve the
function of the Board for discussion at the next meeting.
8. ITEMS BY SECRETARY
E. Aghjayan discussed the recent amendments to the legislation sponsored by Speaker Pringle (HR
2790) that would have negatively impacted Anaheim's wholesale water supply. The bill was not
approved by the Legislature.
E. Aghjayan advised the Board that E. Alario had returned from retirement to fill in as the Acting
Assistant General Manager - Water Services until a recruitment is completed to replace H. Pepper
who had resigned.
E. Aghjayan advised the Board that Assemblyman Mickey Conroy was a tremendous help in
Anaheim's position on the Electric Industry Restructuring Bill AB 1890.
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9. ITEMS BY BOARD MEMBERS
P. Lem would like a list of customers that are on the preferred power during emergencies.
P. Lem asked what the Department would be looking for in candidates to fill the Assistant General
Manager - Water Services position and what criteria would be used to determine their qualifications
for the position.
E. Aghjayan explained that E. Alario was with the City 20 years before retiring recently and then a
national recruitment was conducted in which H. Pepper was selected about 10 months ago. There
are job descriptions for all positions in the City that determine their qualifications and duties for the
position. Another recruitment will be conducted to fill the vacancy left by H. Pepper's resignation.
This process will take about three to four months.
P. Lem stated that he would like to put this item on the agenda because he feels that the powers
and duties of the Public Utilities Board are to make recommendations to the City Council
concerning the duties and qualifications of the Public Utilities General Manager and other
employees of the Department. He wondered if the applicants were given a background
investigation. P. Lem felt that H. Pepper was hired without the Board knowing anything about his
qualifications or how he was reviewed.
W. Wiseman asked E. Aghjayan how the selection process works and E. Aghjayan responded that
he makes the decision as to who will be hired for a position and it is not a decision that is reviewed
by the City Council or the Public Utilities Board. The City Charter designates authority to the City
Manager for that and has full authority for the hiring of personnel.
P. Lem reiterated that the Public Utilities Board is supposed to make recommendations to the City
Council concerning duties and qualifications.
W. Wiseman replied that the Board's authority derives from the City Council and the Board has no
authority that the City Council does not delegate to the Board. The City Council has no authority
over the hiring practices of the Department and so it is not the business of the PUB members.
P. Lem said if that is the case, then the Municipal Code is in conflict with the personnel procedure.
L. Moses stated that she does not believe the Municipal Code is in conflict with the personnel
procedure and that the City Council has not asked the Board to make recommendations concerning
personnel decisions and those responsibilities have been fully vested in the City Manager.
Furthermore, the City Council is prohibited from getting involved in the hiring decisions.
P. Lem reiterated that according to the Municipal Code, July 8, 1976, the Board does have this
responsibility.
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J. White added that the City Charter eliminates that responsibility from the Board.
E. Aghjayan urged P. Lem to discuss his concerns over the apparent conflict with the City
Attorney.
P. Lem stated that he had received a letter from the Department and the letter that was addressed
to him had been opened. He asked why mail that was addressed to the Board members was opened
and then sent on to the Board Members. R. Howell advised P. Lem that all of the mail sent to the
office for the Board Members is opened to ascertain its urgency and determine if the mail needs to
be mailed immediately to the Board member or wait to be included with the PUB packets. E.
Aghjayan added that all mail is opened that comes to the Department, unless it is marked personal,
and that is the general procedure throughout the City for all City officials.
P. Lem reiterated that this particular piece of mail was addressed to him and it was opened. The
mail was sent anonymously to the Board members. •
R. Howell advised P. Lem that the piece of mail in question was not received by the Department
but was received in the City Council office and forwarded to the Board Members.
W. Wiseman suggested that if P. Lem wanted to pursue this issue further that he contact the City
Council office. If P. Lem wants to request that none of his mail be opened, then he can request this
of staff.
P. Lem asked if the opening of the Board's mail was a privacy concern with respect to U.S. Mail.
E. Aghjayan advised P. Lem that staff will not open any mail that is addressed to him specifically
and will send it on to him if he so wishes. If the mail is addressed to the Public Utilities
Department, attention of P. Lem, then it will be opened because the Department is the addressee.
Furthermore, this is not an issue that should be discussed at the Board meeting. E. Aghjayan
suggested that, in the future, P. Lem bring concerns such as these to his office, not to the Board
meetings.
W. Wiseman reiterated to P. Lem's that his concern about opening his mail was addressed and that
he was asked to contact the City Council office about his concern. W. Wiseman also reiterated that
P. Lem was told to request that his mail not be opened by the staff and just sent on to him if it
bothers him to have it opened by Department staff.
E. Aghjayan advised the Board that he does not intend in any way to discuss confidential or
personnel matters with the Board or how hiring decisions are made. Any further discussion on this
issue should be preceded by a letter from P. Lem to the City Attorney's office requesting
clarification on the matter.
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L. Moses advised that Board that it would take a majority vote by the Board to request the City
Attorney to render an opinion on P. Lem's concern about the Board's responsibility in hiring
processes. The staff does not take requests from individual Board members.
P. Lem moved to request that the City Attorney's office clarify the role of the Public Utilities Board
in having the right and power to make recommendations to the City Council concerning the duties
and qualifications of the Public Utilities General Manager and other employees and explain the
apparent conflict between the City Charter and the Municipal Code on this matter. J. White
seconded the motion. MOTION CARRIED 3 -2. 2 ABSENT.
10. ADJOURNMENT (NEXT REGULAR MEETING: October 3, 1996)
J. White moved adjournment of the meeting at 5:55 p.m. R. Lawson seconded the motion.
MOTION CARRIED 5 -0. 2 ABSENT.
Re tfully submitteO(
7 , 1
Edward K. ghj, yan
• Secretary, ubc Utilities Board
•
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