Public Utilities 2013/10/23CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
OCTOBER 23, 2013
The amended agenda having been posted on Thursday, October 17, 2013, the Regular Meeting of the Public
Utilities Board (Board) was called to order by Chairperson John Machiaverna at 5:00 p.m. on Wednesday,
October 23, 2013, in the I P Floor Large Conference Room, Anaheim West Tower, 201 S. Anaheim Blvd.,
Anaheim, California.
Board Members Present: J. Machiaverna, D. Singer, B. Hernandez, S.E. Faessel, D.Wain
Board Members Absent: C. Monaco, L. Cahill
Staff Present: S. Sciortino, E. Zacherl, D. Lee, D. Calkins, J. Lehman, A. Kott, P. Oviedo,
L. Quiambao, R. Shintaku, M. DeSollar, R. Dowell, B. Beelner, T. Nelson,
M. Robledo
Guest(s) Present: None
AGENDA ITEM
1. PUBLIC COMMENTS.
2. APPROVAL OF THE MINUTES OF THE REGULAR PUBLIC
UTILITIES BOARD MEETING OF SEPTEMBER 25, 2013. *
Agenda item 5 was presented prior to Agenda item 3.
3. PRESENTATION ON THE BAY DELTA CONSERVATION
PLAN.
D. Calkins, AGM of Water Services, made a presentation on the Bay
Delta Conservation Plan (BDCP). The Sacramento Bay Delta (Delta)
is one of two major sources of imported water to Southern California.
Supplies from the Delta have been significantly curtailed over the last
five or six years. This year, supplies from northern California were
cut 300,000 acre feet (AF), which is more than 30 %, due to regulatory
restrictions in the Delta to protect fisheries. To put that quantity of
water into perspective; 300,000 AF is nearly five times the amount of
water the entire City of Anaheim uses each year.
The BDCP is an extensive science -based plan to address the State's
two co -equal goals of ecosystem recovery in the Delta and water
supply reliability. The draft BDCP and the associated draft
ACTION TAKEN
B. Hernandez moved approval
of the Minutes of the Regular
Public Utilities Board Meeting
of September 25, 2013. S.E.
Faessel seconded the motion.
MOTION CARRIED: 40.
ABSTAINED: 0.
ABSENT: 3 (D. Singer, C.
Monaco, L. CahiIl).
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AGENDA ITEM
Environmental Impact Report are scheduled for release to the public
in mid- December. Then, there will be a 120 -day comment period
during which time there will be an extensive outreach effort to
educate the public and elected officials. The Board was provided two
handouts that provide an overview of the BDCP: a four -page
brochure entitled "California's Future Depends on Delta Water
Supply" and a reprint of Sunday, October 20' article in the Orange
County Register by Pat Brennan. Also, a 10- minute video on the
BDCP, which was prepared by the California Department of Water
Resources, was shown to the Board. The video and additional
information are available at the BDCP website:
www .baydeltaconservationplan.com.
4. PRESENTATION ON ELECTRIC SYSTEM RELIABILITY.
D. Lee, AGM of Electric Services, made a presentation on Electric
System Reliability. He provided background information about how
circuits emanate from substations to customers. He explained the
different causes of power outages, the types of metrics used to
determine overall electric system performance, and how Anaheim
compares with other utilities in California. He described the financial
impacts to both customers and to the utility, and explained where
resources are allocated to address both operational and capital
improvements. (D. Singer arrived at 5:30 p.m.)
5. APPROVAL OF THE RENEWABLE POWER PURCHASE
AND SALE AGREEMENT BETWEEN WESTSIDE ASSETS,
LLC AND THE CITY OF ANAHEIM. *
The written, publicly available staff report detailing the item was
verbally summarized by staff.
The Board asked a variety of questions which resulted in their
decision to support the approval of the Renewable Power Purchase
and Sale Agreement between Westside Assets, LLC and the City of
Anaheim.
6. UPDATE ON THE UTILITIES SUCCESS INDICATORS.
Staff provided an update on the Utilities Success Indicators
(US[). The USI report provides a high level overview of key
indicators that describe how the Anaheim Public Utilities Department
(Department) is performing in the areas of customer satisfaction,
operational excellence, competitiveness and financial health, risk
management, workforce productivity, and alignment with City
goals. A new speedometer style graphic was included to provide a
quick visual summary. Staff constantly reviews all indicators and
implements methods of continuous improvement. Where there are
areas that are being watched more closely, a status of "watch" is
identified, which is followed by descriptions of how improvements or
mitigation measures are being implemented by the Department.
ACTION TAKEN
B. Hernandez moved approval
of the Renewable Power
Purchase and Sale Agreement
between Westside Assets, LLC
and the City of Anaheim. S.E.
Faessel seconded the motion.
MOTION CARRIED: 5-0.
ABSTAINED: 0.
ABSENT: 2 (C. Monaco, L.
Cahill).
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AGENDA ITEM
7. UPDATE ON REGULATORY RELIEF TASK FORCE
IMPLEMENTATION PLAN.
D. Lee, AGM of Electric Services, provided a summary of the
Regulatory Relief Task Force Report. The report has two
sections. The first section focuses on customer care and internal
process improvements that streamline how services are delivered.
The second section focuses on Electric and Water Rates, Rules and
Regulations that require City Council approval, and help incorporate
the Task Force recommendations on providing service using
simplified approaches that reduce costs and developer timeframes.
8. QUARTERLY STATUS UPDATES ON SPOT BID
PURCHASES AND CONSTRUCTION AND CONSULTING
BID AWARDS AND CAPITAL IMPROVEMENT PROJECTS
(CIP).
D. Lee, AGM of Electric Services, provided an overview on the two
quarterly reports provided to the Board. The first report summarizes
the use of consultants, contractors and spot bid purchases to accelerate
deployment of projects. The second report includes a map of ongoing
capital projects for both electric and water systems. The reports both
help to identify ways in which reliability and performance are
enhanced through replacement of aging infrastructure or
implementation of other system improvements.
9. DISCUSSION OF CITY CHARTER RECOMMENDATIONS
TO THE CHARTER REVIEW COMMITTEE.
Staff provided a summary of two proposed City Charter
amendments. The first is the inclusion of the Public Utilities Board in
the Charter, under Article IX — Appointive Boards and
Commissions. The staff recommendation was well received by the
Charter Review Committee, who unanimously voted to include the
Public Utilities Board in the Charter and to retain the existing boards
and commissions identified in the Charter.
The second recommendation includes clarifications to Article XII
Fiscal Administration. Minor revisions are being recommended to
help clarify Charter language. For example, language regarding
financial reserves is being clarified.
10. UPDATE ON WATER SYSTEM ISSUES.
D. Calkins, AGM of Water Services, updated the Board on the City's
efforts to annex the east end of Anaheim — the proposed Mountain
Park development — into the Orange County Water District (OCWD)
service territory. As discussed previously, annexation will allow
Anaheim to pump lower cost groundwater for this area, which will
help to keep water rates low for all customers. The Annexation
Agreement was approved by our City Council on October 8, 2013 and
prior to that by the OCWD Board on October 2, 2013. The final step
is approval by the Orange County Local Agency Formation
Commission (LAFCO), which is expected in the next few months.
ACTION TAKEN
2013-63
AGENDA ITEM
Annexing this area into OCWD was a very significant
accomplishment. Staff worked diligently for three years with OCWD
and the other agencies requesting annexation (Irvine Ranch Water
District and Yorba Linda Water District) to conduct the necessary
studies and prepare the Environmental Impact Report. While initially
there were significant concerns expressed by a number of other cities
and retail water districts that pump groundwater on how annexations
would affect their availability and cost of groundwater, the annexation
agreements were approved by a unanimous vote of the OCWD Board.
D. Calkins thanked R. Shintaku and his staff, and the City Attorney's
office, for working so diligently over the last three years to
accomplish this annexation.
D. Calkins also shared updated information with the Board on the
Orange County Water District's Ball Road Basin property. Last
week, the OCWD Board approved a request to allow access to their
property by Anaheim's appraiser. This is the next step in Anaheim's
effort to negotiate with OCWD to purchase the property. Also, it
appears that OCWD is continuing negotiations in Closed Session with
a private company, CPV, for the long -term lease of the site to
construct a power plant. Related to this, T. Lowe, Director of
Community Services, conducted a workshop on October 22, 2013
with the City Council on proposed Platinum Triangle Park
Improvements. His recommendations included acquiring and
developing the Ball Road Basin property as a sports park.
11. UPDATE ON ELECTRIC SYSTEM ISSUES.
D. Lee, AGM of Electric Services, shared information about activities
that took place during Public Power Week with the Board. Utility
staff participated in the Downtown Farmer's Market with booths and
displays on energy efficiency, electric materials, undergrounding, and
safety education. Students from Maxwell and Salk Elementary
Schools attended the event to learn about how electricity gets to their
homes and took rides in bucket trucks. Students also walked to the
Water Sustainability Campus and took a tour of the facility to learn
about water treatment and conservation.
12. UPDATE ON FINANCE ISSUES.
E. Zacherl, AGM of Finance and Administrative Services, invited the
Board's attention to the Utilities Dashboard. He shared that year -to-
date revenues for both electric and water remain over budget through
the month of September, both attributable to the warmer than normal
weather. Year -to -Date electric revenues of $114.1 million were $9.3
million or 8.9% over budget. Electric expenses for that period of
$103.3 million were $1.9 million over budget or 1.9 %. Power costs
exceeded budget by $4.5 million due to increased demand and were
partially offset by lower expenses in labor, operating and debt.
Electric retail revenues for the month of August of $32.3 million were
slightly over budget by $.9 million or 2.9 %. In addition, transmission
revenue, gas and wholesale revenues were $6.7 million.
E. Zacherl also reported to the Board that the year -to -date water
revenues through September were $19.6 million, $0.6 million or 3.0%
ACTION TAKEN
2013-64
AGENDA ITEM
over budget. Year -to -date water expenses through May of $14.0
million were $1.6 million or 10.5% under budget primarily due to a
greater portion of the water supply being supplied by pumped ground
water. This favorable variance will decline in the future as the mix of
pumped to purchased water is adjusted to conform to the
Department's Basin Pumping Percentage of 70 %. Water revenues for
the month of September of $6.5 million were slightly under budget by
2.0% due to a reduction in residential use but somewhat mitigated by
strong commercial sales.
13. UPDATE ON JOINT SERVICES ISSUES.
S. Sciortino, AGM of Joint Services, shared that the next Cap and
Trade Auction is scheduled for November 19, 2013 and reminded the
Board that Anaheim Public Utilities was unable to procure credits in
the August Auction due to the General Manager's change in
position. The oversight regulations require entities to notify the
California Air Resources Board (CARB) when there are changes in
the City Council and/or Executive Management 30 days prior to an
auction and given the timing of M. Edwards's appointment to the City
Manager's office, the Department was unable to make the CARB
notification in sufficient time to participate. This will not be a
problem for the November Auction. S. Sciortino indicated that the
plan is to procure allowances required for wholesale transactions for
the balance of the calendar year. We currently have enough
allowance through June 2014 and will focus on needs for the
remaining six months. Monies collected through our bidding strategy
should cover the cost of the allowances that will be necessary. CARB
allotted to the City the allowances for 2014. There will be a surplus
of allowances based on carryovers from this year that will be sold in
the 2014 auctions; the revenue from that activity will be used to offset
costs of renewable energy. CARB allows entities to use revenues
from allowances to procure additional renewable energy since that
energy is typically carbon -free, helping to reduce the overall carbon
footprint.
14. UPDATE ON ENERGY RISK & LEGISLATIVE /
REGULATORY AFFAIRS ISSUES.
J. Lehman, Chief Risk Officer, shared that on the legislative front,
there were few bills passed which directly impacted Anaheim Public
Utilities Department (Department) operations. Two of the more
significant new laws address the protection of consumer information,
but they are expected to require minimal changes to our existing
procedures. However, she reported, a number of bills impacting the
Investor Owned Utilities (IOUs) did pass that may indirectly impact
the Department, as they may have influence on the environment the
Department operates in. The most significant of these new laws were
in regard to renewables energy related requirements. These new laws
included the IOU Shared Renewables program (SB 43), which is
similar to Department's existing Green Power program, and new law
addressing IOU rates, (AB 327). She stated that staff will watch the
development of the implementation measures for these new laws
carefully and evaluate if we want to make any changes to our
ACTION TAKEN
2013-65
AGENDA ITEM
programs or rates.
J. Lehman shared that she expected next year to be the big legislative
year — on the table for the water related services will be the 2014
water bond, the resolution of the issue regarding which state agency
should direct the State Drinking Water program, and water recycling
provisions. On the electric services side, she reported that we are
likely to see at least one bill proposing an increase to the State's
Renewable Portfolio Standards, changes to the Greenhouse Gas
(GHG) Cap and Trade Program, and maybe a few bills on special
rates for renewable technologies — everything we missed this year.
It's still unclear if California Environmental Quality Act (CAEQ)
reform will be on the table — it was quite contentious this year, and
few, if any, of the bills came close to the stated goal of streamlining
the regulations; however, it may be introduced later in the session.
A legislative wrap up report will be provided next month, as there are
still several key bills that are active despite all deadlines being passed
(two of the 2014 water bond bills, and a bill on GHG capture and
storage requirements).
J. Lehman shared with the Board that on October 22, 2013, the
Department hosted a group of 29, mostly legislative staffers, as part of
a regional effort through one of Department's industry groups
(Southern California Public Power Authority — SCPPA) to show the
State Legislature how Department's resources support not only Iocal
needs, but also the State's many initiatives and the electric grid
system reliability for California. The tour included the Canyon Power
Plant (thanks were expressed to M. Robledo, the Electric Services
Manager, for his excellent efforts supporting the tour), and the Disney
Thermal Energy Storage project, and explained to the legislative
staffers how these facilities work together to support the State's green
initiatives, as well as electric system reliability. At the end of the
tour, several staffers came up to J. Lehman and offered to help
Department address some of its specific issues, and many more
expressing their appreciation of the tour.
J. Lehman invited the Board's attention to the quarterly compliance
report at their place settings. She explained that the quarter went
quite well, thanks to the outstanding efforts of staff. She pointed out
that there were minor issues with the power plants; and that the report
erred on the side of providing too much information on the events at
the power plants, however she wanted to report these so that the
Board can be aware of the activities going on at the power plants and
also get a feel for the level of activity that goes into implementing
these requirements.
J. Lehman shared with the Board that next month, the PUB
Legislative Working Group Meeting would be meeting, and that she
would be providing the quarterly report on Energy Risk Management
as well as the Legislative Wrap up Report for 2013.
ACTION TAKEN
2013-66
AGENDA ITEM
15. AGENDA ITEMS) FOR THE NEXT PUBLIC UTILITIES
BOARD MEETING ON NOVEMBER 20, 2013.
• Utility Rates Workshop
• Update of Utility Pole Lease Agreement to incorporate AB 1027
Provisions *
• Regulatory Relief — Modifications to Electric & Water Rules 9, 11,
and 17 *
• Second Amendatory to Power Sales Agreement between
Intermountain Power Agency and the City of Anaheim *
• Approval of additions and revisions to the Transmission Owner
Tariff entitled City of Anaheim, California Federal Energy
Commission EIectric Tariff *
16. ITEM(S) BY SECRETARY.
S. Sciortino shared that the General Manager recruitment closed at the
end of September, and that he will continue to serve as Acting
General Manager until November 15, at which point, D. Calkins will
serve as Acting General Manager until the permanent position is
filled.
17. ITEM(S) BY BOARD MEMBERS.
D. Wain congratulated D. Lee on the Public Power Week presentation
at the Farmer's Market, and suggested expanding the presentation in
additional City events.
S. E. Faessel mentioned the resilience, integrity and response by the
staff, either when communicating with the Board or to customers.
She stated that she has great faith in the competence of Anaheim
Public Utilities staff, especially when she thinks about the knowledge
that is integrated in the various events that the Public Utilities
Department participates in.
B. Hernandez inquired about the next City Council Audit Committee
meeting for the outside audit review. E. Zacherl explained it was to
be in the later part of November, to be published December. He also
requested a presentation on the Energy Field Park and the Park
Substation, for the new Board members.
D. Singer shared that she enjoyed the metrics of D. Lee's
presentation, because it is proof that Utilities knows what to do and
thanked staff.
J. Machiaverna shared that this organization is always looking
forward to make the proper decisions, but what he finds impressive
and appreciates is that the organization also Iooks back to measure
what has been done, to correct and grade itself.
ACTION TAKEN
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AGENDA ITEM
18. ADJOURNMENT: (TO THE REGULAR MEETING ON
NOVEMBER 20, 2013, AT 5:00 P.M., IN THE 1 V FLOOR
LARGE CONFERENCE ROOM, ANAHEIM WEST TOWER,
201 S. ANAHEIM BOULEVARD, ANAHEIM, CALIFORNIA).
Respectfully submitted,
Stephen J. Sci ino,
Acting Public Utilities General Manager
ACTION TAKEN
B. Hernandez moved to
adjourn the Regular Meeting at
6:44 p.m. to the Board's next
Regular Meeting date of
November 20, 2013 at 5:00
p.m. S.E. Faessel seconded the
motion.
MOTION CARRIED: 5-0.
ABSTAINED: 0.
ABSENT: 2 (C. Monaco, L.
Cahill).
* 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.