Public Utilities 2016/07/27CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
July 27, 2016
The agenda having been posted on Thursday, July 21, 2016, the Regular Meeting of the Public Utilities Board
(Board) was called to order by Chairperson J. Machiavema at 5:02 p.m. on Wednesday, July 27, 2016, in the I I I
Floor Large Conference Room, Anaheim West Tower, 201 S. Anaheim Blvd., Anaheim, California.
Board Members Present: Chairperson J. Machiaverna, Vice Chairperson S.E. Faessel, B. Hernandez, D. Wain,
E. Medrano, A. Abdulrahman, L. Cahill
Board Members Absent: None
Staff Present: D. Lee, B. BeeIner, F. Barvarz, M. Moore, G. Bowen, J. Lehman, A. Kott,
L. Quiambao, P. Oviedo, M. Seifen, J. Pellegrino, L. Nugent, L. Guzman,
J. Sanks, P. Hayes, M. Robledo, D. Wilson, D. Steele
Guest(s) Present: L. McCormick, California Municipal Finance Authority, T. Libolt, Energy Efficient
Equity
AGENDA ITEM
1. PUBLIC COMMENTS.
No Public Comments,
D. Wilson, Environmental Services Manager, was recognized for his
thirty (30) years of service with the City of Anaheim and was presented
a plaque.
2. APPROVAL OF THE MINUTES OF THE PUBLIC HEARING /
REGULAR PUBLIC UTILITIES BOARD MEETING OF JUNE 22,
2016 *
3. PRESENTATION ON INTEGRATED RESOURCES STRATEGIC
PLANNING OVERVIEW.
M. Robledo, Integrated Resources Manager, presented power supply
procurement strategies intended to maintain reliability and competitive
rates while transitioning to more environmentally sustainable resources
and offering customers choices with regard to customer -owned
generation and electric vehicles. Customers have access to alternatives
to traditional electric utility service such as rooftop solar, and the Public
Utilities Department (Department) is committed to serving the needs of
2016-42
ACTION TAKEN
There being no public
comments, Chairperson J.
Machiaverna closed the public
comments portion of the
regular meeting.
L. Cahill moved approval of
the Minutes of the Public
Hearing / Regular Public
Utilities Board Meeting of June
22, 2016. S.E. Faessel
seconded the motion.
MOTION CARRIED: 6-1.
ABSTAINED: 1 (E.
Medrano).
ABSENT: 0.
AGENDA ITEM
these customer -generators. Also, electric vehicle (EV) usage is
expected to grow by 15% per year, which will increase customer
demand. The Department plans to accommodate these fluctuations in
customer demand by using flexible supply resources, energy efficiency,
EV infrastructure programs, and rate incentives that reflect the cost of
service. The Department plans to support resource sustainability by
transitioning from coal powered generation by 2027 to reduce
greenhouse gas emissions. This coal generation will be replaced with
flexible renewable resources with a goal of achieving a 50% renewable
energy portfolio by 2030 as required by Senate Bill 350, which will
have upward pressures on electric rates to accommodate higher cost
resources and grid requirements. The Department's strategic plan
incorporates diversity in its resource mix to include market-based
purchases rather than relying solely on long term investments to ensure
that customer demands are met while maintaining stable and
competitive electric rates.
The Board asked a series of questions about electric resources and
requested a cost breakdown of the various supplies.
4. APPROVAL OF PUBLIC UTILITIES DEPARTMENT ORDERS
350 (PROCUREMENT OF LONG-TERM ENERGY-RELATED
RESOURCES); 110 (PROCESSING AND ADMINISTRATION OF
AGREEMENTS); 151 (ISSUANCE AND USE OF MOBILE
TECHNOLOGY); AND 501 (NORTH AMERICAN ELECTRIC
RELIABILITY CORPORATION AND WESTERN ELECTRICITY
COORDINATING COUNCIL INTERNAL COMPLIANCE
PROGRAM).
D. Steele, Utilities Analyst III, gave a presentation that included a
general introduction to Department Orders (DOs), background on how
DOs are related to a broader controls effort, and an overview of each of
four DOs for which the Board's approval was requested. D. Steele
provided details about: (1) DO 110 — Processing and Administration of
Agreements, which details the Department's policies and procedures for
the development and administration of agreements, amendments, and
renewal letters; (2) DO 151 — Issuance and Use of Mobile Technology,
which governs the parameters for the issuance and use of mobile
communication devices (e.g. cell phones, smart phones, web enabled
tablets, air cards); (3) DO 350 — Procurement of Long -Term Energy -
Related Resources, which establishes the Department's policy and
procedure in the area of procurement or decommissioning of Energy -
Related Resources, including transmission, capacity, renewable and
non-renewable energy, distributed energy resources, and fuel supplies;
and (4) DO 501 — North American Electric Reliability Corporation
(NERC) and Western Electricity Coordinating Council (WECC)
Internal Compliance Program, which details the Department's internal
policies, procedures and guidelines for compliance with mandatory and
enforceable NERC and WECC Reliability Standards in protection of the
regional electric system.
2016-43
ACTION TAKEN
Staff will provide cost
breakdown of the supplies at a
future meeting.
S.E. Faessel moved approval of
the Public Utilities Department
Orders 350 (Procurement of
Long -Term Energy Related
Resources); 110 (Processing
and Administration of
Agreements); 151 (Issuance
and Use of Mobile
Technology); and 501 (North
American Electric Reliability
Corporation and Western
Electricity Coordinating
Council Internal Compliance
Program). A. Abdulrahman
seconded the motion.
MOTION CARRIED: 7-0.
ABSTAINED: 0.
ABSENT: 0.
AGENDA ITEM ACTION TAKEN
5. APPROVAL OF FISCAL YEAR 2015/2016 WRITE-OFF OF B. Hernandez moved approval
UNCOLLECTIBLE UTILITY ACCOUNTS. * of Fiscal Year 2015/2016
Write-off of Uncollectible
B. Beelner, AGM — Finance and Administration, presented the Utility Accounts. D. Wain
Department's annual gross write-off amount to the Board for Fiscal seconded the motion.
Year 201512016. B. Beelner explained that the increase in the write-off MOTION CARRIED: 7-0.
amount was attributed in large part to the bankruptcy of Freedom ABSTAINED: 0.
Communications and less -than -satisfactory performance of the ABSENT: 0.
Department's current collection services vendor.
B. Beelner explained that the Department is currently investigating the
use of predictive software options designed to alert the Department
when commercial customers are displaying activities identified as high
risk, which would allow the Department to take the appropriate actions
to mitigate risk. B. Beelner then explained that the Department's
current collection services vendor had shown a significant decrease in
its collection efforts, which had a negative impact on the net write-off
amount, and the next agenda item was to seek approval of an agreement
with a new collection services vendor.
6. APPROVAL OF AN AGREEMENT WITH RAY KLIEN, INC. S.E. Faessel moved approval of
FOR COLLECTION SERVICES. * an agreement with Ray Klein,
Inc. for Collection Services. B.
B. Beelner requested the Board recommend that City Council approve Hernandez seconded the
an Agreement with Ray Klein, Inc., DBA Professional Credit Service motion.
for utility collection services. He explained this new company is MOTION CARRIED: 7-0.
projected to increase the recovery of unpaid balances. ABSTAINED: 0.
ABSENT: 0.
B. Beelner outlined the vendor evaluation process, which follows
Council Policy 4. 1, and he indicated that the Department took special
care to ensure that the vendor selected understood the Department's
requirement to treat all customers with dignity and respect during all
recovery efforts. Questions from the Board were answered by both B.
Beelner and L. Nugent, Customer Service Manager, regarding the
selection process, including reference checks, technology capabilities,
and commission structure.
7. APPROVAL OF A RESOLUTION CONSENTING TO THE
E. Medrano moved approval of
INCLUSION OF THE CITY OF ANAHEIM WITHIN THE
a Resolution consenting to the
CALIFORNIA MUNICIPAL FINANCE AUTHORITY (CMFA)
inclusion of the City of
OPEN PACE PROGRAM AND AUTHORIZING THE CMFA TO
Anaheim within the California
CONDUCT CONTRACTUAL ASSESSMENTS AND APPROVING
Municipal Finance Authority
A PARTICIPATION AGREEMENT WITH THE CtiiFA AND
(CMFA) open PACE Program
THIRD PARTY ADMINISTRATORS. *
and authorizing the CMFA to
conduct contractual
G. Bowen, AGM - Power Supply, provided an overview of the California
assessments and approving a
Municipal Finance Authority Agreement for approval which allows
Participation Agreement with
participation in the Property Assessed Clean Energy Program (Program)
the CMFA and Third Party
for water conservation and energy efficiency improvements in the City of
Administrators. D. Wain
Anaheim. G. Bowen listed three other providers under the Program,
seconded the motion.
stating that these programs use private sector capital to provide funding
MOTION CARRIED: 7-0.
for residential and non-residential property owners allowing them to
ABSTAINED: 0.
secure upfront funding for energy efficiency improvements. He indicated
ABSENT: 0.
that the funding is repaid through an assessment lien on the participants
2016-44
AGENDA ITEM
property tax bills. He added that approximately 800 residents have
participated in the Program to date.
The Board asked a series of questions, including how customers are made
aware of available Programs. D. Lee responded that the Department
makes information available on its website, but is not responsible for
conducting outreach on behalf of the respective Program providers.
8. APPROVAL OF A FIRST AMENDMENT TO THE MASTER
INTER UTILITY AGREEMENT BETWEEN THE SOUTHERN
CALIFORNIA GAS COMPANY AND THE CITY OF ANAHEIM
FOR ENERGY EFFICIENCY, RESOURCE SAVING AND
RELATED ACTIVITIES. *
G. Bowen provided an overview of the First Amendment to the Master
Inter -Utility Agreement (Agreement) with Southern California Gas
Company to conduct joint utility conservation programs in Anaheim.
He stated that through this Agreement, the amount of assistance will
increase from $200K to $600K annually. G. Bowen indicated that the
Agreement provides one-stop shopping for residents wishing to take
advantage of energy savings from gas, electricity, and water all at the
same time through a single program. He also indicated that the
Agreement will facilitate expanding the program from approximately
350 to 800 customers per year and that to date, customers who have
participated in the program have saved on average $178 annually per
household in utility savings.
9. DISCUSSION ON THE QUARTERLY STATUS REPORTS ON
CAPITAL IMPROVEMENT PROJECTS, MASTER
AGREEMENTS, GENERAL SERVICE AGREEMENTS, AND
SPOT BID AWARDS.
D. Lee, Public Utilities General Manager, provided an update on the
Quarterly Status Reports related to capital projects and master
agreements, general service agreements, and spot bid awards. The
Quarterly Report highlights projects that are conducted throughout the
City, as depicted in the map provided, which also shows the status of
the various projects.
10. UPDATE ON WATER SYSTEM ISSUES.
M. Moore, AGM - Water Services, provided an update on water
services. The City Council approved the change in the water
conservation plan at their July 12, 2016 meeting. Due to improved
precipitation in northern California, the State and Metropolitan Water
District reduced the conservation requirements to water retailers. The
State Water Resources Control Board modified the regulations that
affect water conservation. The City Council action changes the
allowable irrigation days from two (2) days per week to three (3) days
per week. All other mandatory requirements remain in effect.
The Irvine Ranch Water District filed a lawsuit against Orange County
Water District challenging their Water Production Assessments. The
lawsuit seeks to require that recycled water considered in the calculation
2016-45
ACTION TAKEN
B. Hernandez moved approval
of a First Amendment to the
Master Inter -Utility Agreement
between the Southern
California Gas Company and
the City of Anaheim for
Energy Efficiency, Resource
Saving and Related Activities,
L. Cahill seconded the motion.
MOTION CARRIED: 7-0.
ABSTAINED: 0.
ABSENT: 0.
AGENDA ITEM
aiCTION TAKEN
of the allowable pumping limits. The City Council authorized the City
Attorney's Office to participate in the litigation as an "Interested Party".
11. UPDATE ON ELECTRIC SYSTEM ISSUES.
F. Barvarz, Acting AGM — Electric Services, provided the Electric
System updates. He indicated that the Electric System continued to
perform well during the recent hot weather with .Friday, July 22, 2016,
being the hottest day with temperatures of over 100 degrees, when the
electric system load peaked at approximately 540 megawatts (MW).
This is below the all-time system peak of 596 MW.
He also discussed the recent approval by the City Council of the Five -
Year Underground Conversion Plan. The Plan includes an update that
expands the Program's scope by designating qualified neighborhood
streets as collector so other utilities can participate in the
undergrounding, to improve reliability, and as part of a development.
F. Barvarz also discussed the progress on the replacement of direct
buried (DB) cables, to new cables protected in conduits, to improve
electric service reliability. He shared that the Department prioritizes
these projects based on a criteria and to date, has replaced
approximately 200 of the estimated 300 miles of DB cables within the
City.
12. UPDATE ON FINANCE ISSUES.
B. Beelner discussed the Utilities Dashboard for May, mentioning that
electric revenues were down 2.7% for Fiscal Year 2017 due to lower
than expected wholesale revenue caused by softness in wholesale
energy prices. He also mentioned that water revenue was down 11.6%
year to date due to customer conservation.
B. Beelner also discussed the upcoming bond issuance, indicating that
the Department would be seeking Board approval in August for a not -
to -exceed $383 million in Electric Bond, with the potential for up to
$72.5 million in interest savings due to refunding opportunities. He also
mentioned that the Department would seek approval for a not -to -exceed
$45 million in Water Bond which would be used to solely fund new
capital investment to replace aging infrastructure.
13. UPDATE ON POWER SUPPLY ISSUES.
G. Bowen provided the Board with an update on Southern California
Public Power Authority (SCPPA) Bi -Annual expenditures. He
discussed that 96 percent of the expenditures were related to generation,
transmission, renewables, and natural gas project, with the remaining
four (4) percent attributable to mostly Energy Efficiency programs. G.
Bowen indicated that since the last update in January, the Department
has added eight (8) agreements with SCPPA. He indicated to the Board
that the Department saved approximately $2 million in operating costs
for Intermountain Public Power (IPP), as a result of less operations and
directly attributable to the increase in solar production in the state.
G. Bowen shared that the Summer Ready Campaign, held over the last
2016-46
AGENDA ITEM
ACTION TAKEN
two months at the Lowes and Home Depots in Anaheim, were
successful in helping customers get ready for the warmer summer
weather. He indicated that the Department saw an increase in home
utility checkup sign-up requests, as well as an increase in HVAC tune
ups rebates. G. Bowen discussed that the customers learned a great deal
about the various home incentive rebates and things they can do to
prepare their homes for summer.
Lastly, G. Bowen made the Board aware that the Westlands Solar
project ribbon cutting ceremony took place and Department staff took
part in the ceremony. Pictures of the facility were shown to the Board.
14. UPDATE ON ENTERPRISE RISK, COMPLIANCE, AND
LEGISLATIVE & REGULATORY AFFAIRS ISSUES.
J. Lehman, Chief Risk Officer, provided an update on the Internal
Compliance Report. She mentioned the two Notices of Violations that
were received related to calibration occurrences at the power plants in
the spring of 2015, both of which were self-reported to the South Coast
Air Quality Management District. She explained that neither involved
any air emissions exceedances and any penalties were likely to be
minimal. The incidents have been reviewed with staff in order to avoid
the potential for reoccurrence.
She then invited the Board's attention to the Wholesale Energy Risk
Management (ERM) Program's Quarterly Compliance report in their
packets. This Program sets criteria under which certain energy related
transaction can be made providing the framework for transactions to be
made in an efficient manner while ensuring that the Department's
interests are protected and risks are identified and appropriately
managed. J. Lehman reported that all transactions were in compliance
with the ERM program, and there were no violations.
She shared that the Department will be conducting its annual emergency
response planning drill. This year's drill will be different in that it will
emphasize evaluating and reinforcing staff understanding of the key
fundamentals of the program in a class room type setting. She invited
the Board to let her know if they were interested in observing the
training.
15. AGENDA ITEM(S) FOR THE PUBLIC UTILITIES BOARD
MEETING ON AUGUST 24, 2016,
D. Lee stated the following items are planned for the following Board
meeting:
• Update on Utilities Success Indicators
• Regulatory Relief Modifications to Electric and Water Rules
• Electric Vehicle Charging Station Program *
• Metropolitan Water District of Orange County (MWDOC) Contract
for School Education and Water Resource Programs *
• Ordinance Modifying Municipal Code - Undergrounding
Program *
• Water and Electric Bond Deals
2016-47
AGENDA ITEM ACTION TAKEN
16. ITEM(S) BY SECRETARY.
D. Lee reported that public comments were made at the July 26 City
Council meeting regarding the planned anaerobic digestion facility. As
a reminder of the project details, a copy of the 2013 staff report was
provided to the Board in their packets.
D. Lee showed photos of a unique substation in Australia. The
substation is located in a heavily urban area in the city of Sydney, and
blended in with the surrounding buildings. The footprint of the
substation is about half of the Anaheim Substation parcel.
D. Lee attended the dedication of Little People's Park, which includes
historic street lights provided by the Department that were refurbished
and includes new LED light bulbs. He also congratulated J.
Machiaverna for the dedication of the Boys and Girls Club at Manzanita
Park.
17. ITEM(S) BY BOARD MEMBERS.
A. Abdulrahman said that the topics presented by staff were interesting.
D. Wain stated that the presentations provided at the meeting were
informative.
E. Medrano thanked staff for the presentations and items covered at the
meeting.
L. Cahill stated that he appreciated the information shared at the
meeting.
B. Hernandez commented that he appreciates the benefits of living in
Anaheim.
S.E. Faessel commented that Anaheim Public Utilities has demonstrated
sensitivity to customer needs; she also appreciates the one stop shop
service provided through the partnership with the Gas Company.
J. Machiaverna thanked the Department staff for the customer service
provided in regards to the utility bill for the Boys and Girls Club. He
mentioned that the Department conducted research, came on-site, and
offered solutions to conserve and he appreciated staff's efforts.
1$. ADJOURNMENT: (REGULAR MEETING ON AUGUST 24, 2016, D. Wain moved approval to
AT 5:00 P.M., IN THE I Imo` FLOOR LARGE CONFERENCE adjourn the Regular Meeting at
ROOM, ANAHEIM WEST TOWER, 201 S. ANAHEIM 6:49 p.m., to the Board's
BOULEVARD, ANAHEIM, CALIFORNIA). Regular Meeting date of
August 24, 2016 at 5:00 p.m.
B. Hernandez seconded
motion.
MOTION CARRIED: 7-0,
ABSTAINED: 0.
ABSENT: 0.
AGENDA ITEM ACTION TAKEN
Dukku Lee
Public Utilities General Manager
* 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.