Public Utilities 2014/03/26CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
March 26, 2014
The agenda having been posted on Thursday, March 20, 2014, the Regular Meeting of the Public Utilities
Board (Board) was called to order by Chairperson John Machiaverna at 5:00 p.m. on Wednesday, March 26,
2014, in the 1 P FIoor Large Conference Room, Anaheim West Tower, 201 S. Anaheim Blvd., Anaheim,
California.
Board Members Present: J. Machiavema, D. Singer, B. Hernandez, S.E. Faessel, D.Wain, C. Monaco,
L. Cahill
Board Members Absent: None.
Staff Present: D. Lee, D. Calkins, B. Beelner, S. Sciortino, F. Barvarz, A. Kott, J. Lehman,
G. Bowen, R. Dowell, R. Shintaku, L. Quiambao, P. Oviedo, I. Macias,
A. Shaikh, M. DeSollar, D. Payne
Guest(s) Present: None.
AGENDA ITEM
1. PUBLIC COMMENTS.
2. APPROVAL OF THE MINUTES OF THE REGULAR PUBLIC
UTILITIES BOARD MEETING OF FEBRUARY 26, 2014. *
A. Kott, Assistant City Attorney, introduced D. Payne as the new
Deputy City Attorney, explaining that he will be working with the
Public Utilities Department (Department). The Board members
welcomed D. Payne.
3. PRESENTATION ON POWER RESOURCE PORTFOLIO
UPDATE.
G. Bowen, Integrated Resources Manager, shared a presentation on
the Department's Resource Portfolio with the Board. He described
the State and Federal regulations the Department is faced with,
including Cap- and - Trade, Renewables Portfolio Standard (RPS),
Regional Haze and Emissions Performance Standards. He outlined
how the potential increase of RP targets from 33% to 40 %, and up to
51% could affect the Department's Resource Portfolio from a fiscal
perspective. G. Bowen also provided an outline of why the Cap -and-
Trade program might struggle to reach its targets as a result of
ACTION TAKEN
There being no public
comments, Chairman J.
Machiaverna closed the
public comments portion of
the meeting.
D. Singer moved approval of
the Minutes of the Regular
Public Utilities Board
Meeting of February 26,
2014. D.Wain seconded the
motion.
MOTION CARRIED: 6 -0.
ABSTAINED: 1 (C.
Monaco).
ABSENT: 0.
2014 -14
AGENDA ITEM ACTION TAKEN
population growth in California over the next 30 years. G. Bowen
also provided a brief summary of the overall fiscal impact of both
Cap- and -Trade and RPS ranging from no changes in current policies
and practices to the most probable and expected changes in the State's
polices. Lastly, G. Bowen provided a high level summary of the next
steps to the Board. The Board asked questions regarding the potential
utility rate impacts and mitigation strategies presented by staff.
4. PRESENTATION ON WATER USE EFFICIENCY MASTER
PLAN.
R. Shintaku, Engineering Manager, presented the Board with the
Utility's Water Use Efficiency Master Plan (Master Plan). He shared
the purpose of the Master Plan is to cost effectively: (1) develop a
roadmap to ensure Anaheim meets the State mandated 20% reduction
in per capita demand by 2020 (SBx7 -7); and (2) increase Anaheim's
reliability of long -term water supplies, including the ability to respond
to drought conditions. Anaheim's Master Plan was developed to
address the current drought emergency and implements
recommendations received from various stakeholder groups.
5. APPROVAL OF THE DECLARATION OF OFFICIAL
C. Monaco moved approval
INTENT TO REIMBURSE CERTAIN EXPENDITURES FROM
of the Declaration of Official
THE PROCEEDS OF ELECTRIC UTILITY BONDS OR
Intent to Reimburse Certain
OTHER OBLIGATIONS. *
Expenditure from the
Proceeds of Electric Utility
B. Beelner, AGM of Finance and Administration, shared staff report
Bonds or other Obligations.
information on the Reimbursement Resolution. He mentioned the
L. Cahill seconded the
Treasury Department's rules regarding bond issuances and the need
motion.
for the City Council to approve a resolution authorizing the
MOTION CARRIED: 7 -0.
Department to reimburse itself from a future bond issue for capital
ABSTAINED: 0.
related expenditures being made before bonds are issued. Without the
ABSENT: 0.
resolution the Department would have no vehicle it could use to
reimburse itself from a future bond for capital projects related to
design, engineering, and material acquisition costs currently
underway. He then described why bonds are issued for large capital
projects to help spread the costs over the life of 30 -year investments,
and that the Department uses bonds to match cash flows from the rate-
payers that actually benefit from the project. If the Department were
100% cash funded, then it would case higher rates for current
ratepayers.
6. APPROVE AND AUTHORIZE THE PUBLIC UTILITIES
GENERAL MANAGER TO EXECUTE TWO
REIMBURSEMENT AGREEMENTS BETWEEN THE CITY
OF ANAHEIM AND BRYANT MANAGEMENT COMPANY
AND TELMA M. KANAWYER LIVING TRUST U/A DATED
11/2/89 FOR COSTS ASSOCIATED WITH WATER
FACILITIES IN THE EAST SANTA ANA CANYON AREA.
D. Calkins, AGM of Water Services, provided an overview of the
proposed reimbursement agreements. The proposed agreements are
for reimbursement of costs associated with water facilities constructed
twenty -five years ago to serve the far -east end of Anaheim, the East
2014-15
L. Cahill moved to approve
and authorize the Public
Utilities General Manager to
execute two Reimbursement
Agreements between the City
of Anaheim and Bryant
Management Company and
Thelma M. Kanawyer Living
Trust U/A Dated 11/2/89 for
costs associated with water
facilities in the East Santa
Ana Canyon area.
AGENDA ITEM
Santa Ana Canyon Area (Area). Before the Area could be developed
in the early 1980's, water storage tanks and transmission pipelines
had to be constructed to provide water service. Because multiple
developers would be developing the Area, the first developers were
responsible for constructing water tanks and transmission lines to
serve the ultimate built -out development. According to Rule 15C of
the Water Rates, Rules and Regulations, these original developers
would be paid back from an acreage fee paid by subsequent
developers. This approach was quite common at the time because it
avoided having existing customers pay for the new facilities, and it
spread the cost of the major system improvements proportionally
among the developers in the Area.
As a result, the City entered into reimbursements agreements with the
original developers, with the role of the Department to collect acreage
fees from the later developers in the Area and reimburse it back to the
original developers. The proposed agreements would simply extend
for another 10 years the length of time the agreement holders can be
paid back by subsequent developers that benefit from the tanks and
pipelines. Staff answered questions from the Board on the planned
development in the Area. The Department is recommending this
extension because development in the Area is significantly smaller
and has occurred much slower than envisioned twenty -five years ago.
Further, there are no financial impacts to the Department for
extending these agreements.
7. UPDATE ON WATER SYSTEM ISSUES.
D. Calkins, AGM of Water Services, referred to the Water Supply
Conditions Update, which shows the drought conditions in California.
He also invited the Board's attention to the March 6, 2014 Drought
Response memorandum, which details how the Department is
increasing efforts to encourage customers to voluntarily conserve as
much water as possible, and to remind them of the various
conservation programs and incentives available. Two drought - related
handouts were provided to the Board: a Fact Sheet from the Public
Policy Institute about California's Latest Drought, and a March 4,
2014 article from the Wall Street Journal (WSJ). The WSJ article
explains the reasons Southern California is in better shape to respond
to the drought than some other areas of the State. The reason for this
is the water agencies and customers in Southern California have
invested billions of dollars over the last 20 years in conservation and
storage — much more than most other regions.
D. Calkins informed the Board of the Spring conference of the
California- Nevada Section of the American Water Works Association
currently being held at the Disneyland Hotel. This conference is
attended by 1,200 water utility professionals and consultants. Mayor
Tait welcomed the attendees at the Opening Session. Because the
conference was here in Anaheim, the Department was responsible for
a number of host activities. M. Jouhari, Water Field and Operations
Manager, was chair of the Local Arrangements Committee with
responsibility for organizing over 100 volunteers to assist with
conference logistics. Department staff provided five technical papers
ACTION TAKEN
S.E. Faessel seconded the
motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0.
ABSENT: 0.
2014-16
AGENDA ITEM
including several on recent capital projects, the cross connection
program, and performance indicators.
D. Calkins informed the Board that Metropolitan Water District
(MWD) Board Chair, Jack Foley, passed away on Friday after battling
cancer. Mr. Foley was the retired General Manager of the Moultan
Niguel Water District in south Orange County, and represented the
Municipal Water District of Orange County on the MWD Board of
Directors.
8. UPDATE ON ELECTRIC SYSTEM ISSUES.
F. Barvarz, Acting AGM of Electric Services, discussed an April
2013 incident where transformers at a California -based transmission
substation were targeted. F. Barvarz discussed the Department's
major electrical facilities and indicated that joint security reviews will
be conducted with an Orange County task force that includes
Anaheim police and fire staff, to assess any vulnerability.
9. UPDATE ON FINANCE ISSUES.
B. Beelner, AGM of Finance and Administration, invited the Board's
attention to the monthly dashboard at their place settings, sharing that
both water and electric continue to trend above budget primarily due
to the wane and dry winter. B. Beelner also discussed the planned
refunding of the Department's 2003A and 2004 electric revenue
bonds. He mentioned that JP Morgan Chase & Co. was selected as
the underwriter. The refunding is expected to save the Department
between $17 and $20 million over the life of the bonds and could
potentially shorten the life of the bonds by 6 -8 years.
10. UPDATE ON JOINT SERVICES ISSUES.
S. Sciortino, AGM of Joint Services, in response to a query from a
Board Member, shared that the Department does not offer incentives
for solar landscaping lighting systems because those systems do not
allow the Department to claim energy savings from the
installation. In addition, there is little energy savings associated with
those systems and it would be difficult to economically justify the
investment. The Department surveyed other California utilities and
none of those contacted offer rebate programs for solar landscape
lighting.
S. Sciortino also addressed the Department's outreach efforts with
schools to discuss potential conservation projects. Thus far, no
specific projects have been identified, however, staff continues to
reach out to see if schools have plans for projects that may qualify for
utility rebates.
In addition, S. Sciortino briefly discussed the Community
Engagement Panel coordinated by Southern California Edison (SCE)
to help with the dissemination of information and plans to interested
and concerned communities and groups regarding the San Onofre
Nuclear Generating Station's (SONGS) decommissioning
ACTION TAKEN
2014-17
AGENDA ITEM
activities. The purpose of the panel is to provide transparency to the
public regarding the action plans and cost estimates for SONGS
decommissioning.
11. UPDATE ON ENERGY RISK & LEGISLATIVE /
REGULATORY AFFAIRS ISSUES.
J. Lehman, Chief Risk Officer, provided a brief update this month,
reporting that the Public Utilities Board Legislative Working Group
met to review the current bills for the 2014 legislative year, including
the water bond bills, the two recently passed drought measures, and
the carbon tax bill for fuels. In addition, she indicated the compliance
and risk areas were going well and that she would provide the fourth
quarter Compliance Report next month.
12. AGENDA ITEM(S) FOR THE NEXT PUBLIC UTILITIES
BOARD MEETING ON APRIL 23, 2014.
• Fiscal Year 2014/15 Budget Presentation
• InfoSend Agreement Amendment
• Regulatory Relief Update
• SONGS Decommissioning Agreement
• 2003104 Bond Refunding *
13. ITEM(S) BY SECRETARY.
D. Lee, Public Utilities General Manager, provided a capital projects
book to Board members commemorating the significant investments
made in electrical and water infrastructure. He reminded the Board
that the Form 700 is due April 1 D. Lee also shared the recruitment
for the AGM of Electric services is being finalized and the new AGM
should be announced at the April 23` Board meeting. Lastly, he
congratulated S.E. Faessel along with S. Faessel on receiving the
President's Award at the Anaheim Beautiful 43` Annual Fiesta Gala.
14. ITEM(S) BY BOARD MEMBERS.
C. Monaco thanked P. Hayes, Resource Program Specialist, and the
Department's retained contractors for analyzing his home utility
usage under the Department's program. He received the report and is
looking forward to receiving his next bill to view the impact of the
savings.
D. Wain thanked P. Oviedo, Administrative Assistant, for emailing
the Board packet. He also mentioned that he is looking forward to 1.
Macias, Resource Program Specialist, presentation on water
conservation at next month's Neighborhood Council meeting.
S. E. Faessel shared a positive experience she had with an Anaheim
employee who needed to access her neighbor's meter. She also
mentioned that she enjoyed reading the Success Indicator, sharing that
it is a tangible way to keep the community updated and know what's
going on within the Department. S. E. Faessel also thanked staff for
the book on major projects in the Department.
ACTION TAKEN
Staff will verify the necessity
of providing Form 700 wet
signatures to the City Clerk.
2014-18
AGENDA ITEM ACTION TAKEN
J. Machiaverna stated that education and understanding of the key
utility issues is a critical part of the Department's future. He also
thanked staff for the book of major projects.
15. ADJOURNMENT: (TO THE REGULAR MEETING ON APRIL D. Singer moved to adjourn
23, 2014, AT 5:00 P.M., IN THE 11" FLOOR LARGE the Regular Meeting at 6:38
CONFERENCE ROOM, ANAHEIM WEST TOWER, 201 S. p.m. to the Board's next
ANAHEIM BOULEVARD, ANAHEIM, CALIFORNIA). Regular Meeting date of
April 23, 2014 at 5:00 p.m.
S.E. Faessel seconded the
motion.
MOTION CARRIED: 7 -0.
ABSTAINED: 0.
ABSENT: 0.
Respectfully sub"ed,
Dukku Lee
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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