Public Utilities 2017/09/2711NAPP 11110V IIF III:)
CITY OF ANAHEIM
PUBLIC UTILITIES BOARD
MINUTES
SEPTEMBER 27, 2017
The agenda having been posted on Thursday, September 21, 2017, the Regular Meeting of the Public
Utilities Board (Board) was called to order by Chairperson E. Medrano at 5:01 p.m. on Wednesday,
September 27, 2017, in the 11th Floor Large Conference Room, Anaheim West Tower, 201 S. Anaheim
Blvd., Anaheim, California.
Board Members Present: Chairperson E. Medrano, Vice -Chairperson J. Seymour, A. Abdulrahman,
V. Baroldi, V. Ramirez, R. Nelson, J. Showalter
Board Members Absent: None.
Public Utilities Department
Staff Present: D. Lee, L. Quiambao, M. Moore, J. Lonneker, B. Beelner, A. Kott,
G. Bowen, J. Lehman, P. Oviedo, D. Albaugh, A. Kanzler, M. Seifen,
A. Nguyen, Y. Gaytan, L. Laski, R. Hoang
Guest(s) Present: None.
AGENDA ITEM ACTION TAKEN
1. PRESENTATION RECOGNIZING THE PUBLIC
UTILITIES DEPARTMENT AS THE 4TH ANNUAL BLOOD
DRIVE DEPARTMENT CHALLENGE WINNER.
L. Laski, Human Resources Department — Organizational
Development & Training Specialist, recognized the Public Utilities
Department (Department) for winning the 4th Annual Blood Drive
department challenge.
2. PUBLIC COMMENTS.
None.
3. APPROVE THE MINUTES OF THE REGULAR PUBLIC
UTILITIES BOARD MEETING OF AUGUST 23, 2017.
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There being no public
comments, Chairperson E.
Medrano closed the public
comments portion of the
meeting.
J. Seymour moved approval
of the Minutes of the
Regular Public Utilities
Board Meeting of August
23, 2017. A. Abdulrahman
seconded the motion.
MOTION CARRIED: 6-0.
ABSTAINED: 1. (E.
Medrano)
ABSENT: 0.
4. DISCUSSION ON UTILITIES SUCCESS INDICATORS.
A. Nguyen, Utilities Budget Administrator, discussed the Utilities
Success Indicators (USI) for the reporting period of January 1,
2017 — June 30, 2017. A. Nguyen indicated that the USI is a
bi-annual report intended to provide a high-level overview of the
Department's performance relative to its mission and key strategic
goals. A. Nguyen mentioned the average wait times for calls
placed to the Department's Call Center has been trending around
the two minute mark, and efforts are being made to sustain such
levels despite rising call volumes. A. Nguyen noted that staff
recently accomplished their three-year preventative maintenance
goal of inspecting and exercising all hydrants and valves. Lastly,
A. Nguyen discussed how the Department leverages its standing
as a locally owned utility through partnerships with Anaheim
schools and students.
D. Lee, Public Utilities General Manager, mentioned that there
were a few metrics put on "Watch", an indication that a goal had
not been met and that management was closely monitoring this
area. G. Bowen, Assistant General Manager — Power Supply,
commented that the generation availability goal had not been met
due to a faulty turbine which has since been repaired; B. Beelner,
Assistant General Manager Finance & Administration, explained
that although the Department's score was downgraded by
Standard & Poor's last year due to uncontrollable factors like the
local poverty rate, management remains vigilant about its
financial position and practices; and J. Lehman, Chief Risk
Officer, described a safety incident in October 2016 that resulted
in an injury, and how the Department has taken numerous steps to
address potential safety gaps through reviewing and strengthening
policies, procedures, and training. D. Lee indicated the USI
report is meant to provide a full picture of the Department's
performance, and including such "Watch" items helps the Board
understand the Department's challenges, as well as its strategies
to address those challenges.
5. PRESENTATION ON ENTERPRISE RISK
MANAGEMENT.
J. Lehman provided a presentation on the Department's
Enterprise Risk Management Program (Program). J. Lehman
indicated that the Department faces a broad, expansive, and
growing list of risks and has a robust, proactive Program to help
address these risks. The Program looks at all areas of operations
and addresses key risks including Strategic, Operational, and
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Compliance risks. J. Lehman shared that the Program is
continuously reviewed and that communication is an important
element of the Program.
J. Lehman mentioned that the Board receives several reports
related to the Program including the Utilities Success Indicators
report, the quarterly Internal Compliance report, the quarterly
Energy Risk Management report, the annual Emergency
Response Planning report, and monthly Budget reports. The
Department's Program provides disciplined and effective means
to identify and manage the actual and potential risks that might
prevent the Department from achieving its core mission. Rather
than being reactive to risks, it is a process to proactively predict
and prevent or mitigate risks.
6. PRESENTATION ON LENAIN WATER TREATMENT
PLANT PROJECT.
M. Moore, Assistant General Manager — Water Services,
introduced R. Hoang, Principal Engineer — Water Engineering
Division, who gave a presentation on the Lenain Water Treatment
Plant (Plant) upgrade project. R. Hoang provided an overview of
why improvements are needed at the Plant. He indicated that the
Plant has not been upgraded since 1996 so the critical treatment
facilities in the Plant have been failing periodically due to age,
and expressed that maintaining the Plant is becoming more
difficult as parts are becoming obsolete. R. Hoang explained that
when any of the treatment facilities fail, the entire Plant has to be
shut down, requiring the Department to purchase more expensive
treated water from the Metropolitan Water District (MWD).
In addition, R. Hoang mentioned that a technical study was
initiated in 2016 to assess the existing condition of the Plant to
identify improvements and optimize benefits. The technical study
recommended improvements in (1) reliability which includes
replacing outdated facility equipment, upgrading existing seismic
facility structures, and installing a full -power back-up generator,
(2) safety and security which includes widening of the current
access road at the Plant for the chemical delivery trucks to safely
enter and exit, and installing surveillance cameras to replace
existing cameras that are no longer working, and (3) increasing
the treatment capacity at the Plant to reduce water supply costs.
Lastly, R. Hoang discussed with the Board that the Plant upgrade
project is currently under design and will be completed by March
2018, followed by construction from 2019-2021, and has an
overall project budget of 14 million dollars.
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The Board discussed the importance of investing in the Plant, and
that the payback from operating cost savings would help recover
the capital costs.
7. PRESENTATION ON FINANCING STRATEGIES.
B. Beelner gave a presentation on the Department's financing
strategies. B. Beelner discussed the various methods as well as
the benefits and risks of those methods that utilities use to finance
large capital investments. These strategies include using long
term debt, using current ratepayer funds on a pay as you go basis,
or a hybrid of the two.
B. Beelner then discussed the impacts these various strategies
have on customer rates, and how the Department's strategies have
specifically benefited its customers over the past ten years. One
of the ways the Department continues to offer such competitive
rates is through the strategic use of the debt markets when interest
rates are low. B. Beelner then discussed the current bond
portfolio for both the water and electric utilities. He mentioned
that the average rate of the Department's electric bonds is
currently 3.14% while the average rate of the water bonds is
3.47%.
In addition, B. Beelner discussed the yield curve which dictates
the interest dates for the various lengths of bonds, and how the
Department has taken advantage of the yield curve to extract
significant savings for its customers when refunding older, more
expensive bonds, while shortening the terms by keeping the debt
service payments the same. The approach keeps the back end of
the debt portfolio available for future capital needs or potential
legislative mandates.
B. Beelner finished the discussion with an overview of the past
and current financing strategies along with a robust discussion
with the Board about the Department's future strategies in light of
future interest rate uncertainty during a time of upward pressure
on customer bills. The Board asked a number of questions related
to existing and future debt, credit ratings, and financial reserves.
Staff indicated that the bi-annual USI report includes many of the
financial metrics available to the Board for evaluating the overall
health of the agency.
8. UPDATE ON ELECTRIC SYSTEM ISSUES.
J. Lonneker, Assistant General Manager — Electric Services,
updated the Board on current power outages in the southeast
United States resulting from the flooding and recent hurricanes. J.
Lonneker indicated that the Category 5 hurricane had winds up to
185 mph that left 90%, of the five million customers served by the
utility with the largest customer count in the state of Florida,
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without power. As a result, questions have risen regarding utility
line undergrounding and building in more grid resiliency in areas
where the majority of power lines are overhead. J. Lonneker
made the Board aware that the Department will provide a report
and a presentation on the electric system reliability and
improvements at next month's meeting.
J. Lonneker updated the Board on the progress of undergrounding
projects recently completed and those currently in construction. J.
Lonneker discussed with the Board that they will be holding
Public Hearings at the next Public Utilities Board meeting for two
Underground District Formations: 1) Beach Blvd. which was
added to the 5 -Year Plan to align with the planned improvements
outlined in the Beach Boulevard Specific Plan and 2) the Santa
Ana Canyon Road / Royal Oak Road project in which the
undergrounding will mitigate the difficulty of operating and
maintaining overhead lines along sloped right-of-ways.
9. UPDATE ON WATER SYSTEM ISSUES.
M. Moore indicated that four Department field staff members
competed in the Pipe Tapping Contest at the Orange County
Water Association event on September 20, 2017. The
Department's team finished third out of all of the Orange County
Water agencies.
M. Moore also indicated to the Board that the Lenain Water
Treatment Plant was temporarily shut down for repairs due to the
failure of the ozone generator. He indicated that the Department
scheduled a contractor to be onsite September 28, 2017 to assess
the needed repairs.
Lastly, M. Moore made the Board aware that the Walnut Canyon
Reservoir was used heavily for the past few days as a helicopter
water refill site to fight the Canyon Fire. M. Moore mentioned up
to six helicopters used long on -board hoses while hovering over
the water to refill their tanks; photos and videos were posted
online by local neighbors of the reservoir and were shown to the
Board.
10. UPDATE ON FINANCE ISSUES.
B. Beelner discussed the monthly dashboard with the Board
indicating that the electric revenue for the year-to-date August 31,
2017 was 9.7% higher than budget ($7.7M) with costs coming in
below budget by 1.6% ($1.1M). He then mentioned that the year-
to-date August 31, 2017 water revenue was 2.7% ($0.4M) below
budget; however costs for the year were 7.5% below budget
($0.8M) causing a positive net $0.4M budget variance.
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I 1. UPDATE ON POWER SUPPLY ISSUES.
G. Bowen presented an update to the Board on the effects of the
solar eclipse that occurred in August on the State's electric
grid. He indicated that despite only having obscuration levels in
the 60 percent range, the eclipse did have a major impact on solar
generation, at one point reducing solar generation by as much as a
third of the overall 10,000 megawatts generating at the
time. However, there was sufficient generation to supply
customer loads during the eclipse.
G. Bowen also discussed with the Board that the 2016 Power
Content Label was being mailed to Anaheim customers over the
next 60 -days. Lastly, G. Bowen provided the Board with an
update on the Department's Power Supply Portfolio for the month
of August, indicating that the portfolio was at 98% availability for
the month with only a few minor outages.
12. UPDATE ON ENTERPRISE RISK MANAGEMENT.
J. Lehman invited the Board's attention to the Wholesale Energy
Risk Management (ERM) Program's Quarterly Compliance
Report that was in their Board packet. She reported that for the
first time since March 2015, there were violations of the ERM. J.
Lehman indicated that the four violations were related to four
unnecessary transmission purchases. She shared the fiscal impact
related to these actions and the mitigation actions that were
instituted to help prevent a reoccurrence. With the exception of
the four transmission transactions described, all other transactions
were in compliance with the ERM Program.
J. Lehman shared that on August 301', as part of the Department's
Emergency Response Plan, the annual Department -wide
emergency response drill was conducted. She also indicated that
the Department executed its emergency response, as Department
staff manned the City Emergency Operations Center on Monday
and Tuesday in response to the Canyon Fire.
J. Lehman then shared that the Board's Legislative Working
Group had met just prior to the PUB meeting and reviewed key
bills with the potential to impact the Department's operations. J.
Lehman thanked the PUB Legislative Working Group members
for their time and dedication on these matters.
13. ITEM(S) BY SECRETARY:
M. Seifen, Communications Supervisor, gave an overview of the
Department's website and how to access the Boards and
Commissions pages that contain Board member background
information and photos.
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D. Lee informed the Board of upcoming events and requested that
members contact P. Oviedo with any interest. He also informed
the Board the International Brotherhood of Electrical Workers
(IBEW) Memorandum of Understanding (MOU) was recently
approved by City Council. The IBEW represents all the field staff
in the Department, and a new unit representing some management
staff has been formed. D. Lee requested that the Board meeting
be closed in the memory of Joe Stafford, a former Senior Utilities
Engineering Aide, who retired in 2014 and passed away on July
1St after a year-long battle with cancer.
14. ITEM(S) BY BOARD MEMBERS:
A. Abdulrahman indicated the meeting was informative and
appreciated the Financing Strategy presentation.
R. Nelson thanked D. Lee for the updates in regards to the
Canyon Fire.
E. Medrano mentioned he attended the groundbreaking ceremony
for the Anaheim Convention Center.
15. ADJOURNMENT IN MEMORY OF MR. JOE STAFFORD,
TO THE (PUBLIC HEARING/REGULAR MEETING ON
OCTOBER 25, 2017, AT 5:00 P.M., IN THE GORDON HOYT
CONFERENCE CENTER, 2ND FLOOR, ANAHEIM WEST
TOWER, 201 S. ANAHEIM BOULEVARD, ANAHEIM,
CALIFORNIA).
1 ectfull submitted,
Dukku Lee
Public Utilities General Manager
J. Seymour moved approval
to adjourn the Regular
Meeting at 6:58 p.m., to the
Board's Public
Hearings/Regular Meeting
date of October 25, 2017 at
5:00 p.m. A. Abdulrahman
seconded motion.
MOTION CARRIED: 7-0.
ABSTAINED: 0.
ABSENT: 0.
* 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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