Budget Advisory 1996/02/210 0
MEMORANDUM
CITY OF ANAHEIM
FINANCE DEPARTMENT
DATE: MARCH 21, 1996
TO: CITY CLERK
FROM: CHARYL MCC L
SUBJECT: BUDGET ADVISORY COMMISSION MINUTES
The attached Budget Advisory Commission Minutes from the February 21, 1996
meeting are being submitted to you for filing.
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BUDGET ADVISORY COMMISSION MINUTES
FEBRUARY 21, 1996 - 3:30 P.M.
SIXTH FLOOR CONFERENCE ROOM
MEMBERS PRESENT: Gene Brewer, Jeff Farano, Phil Knypstra, Dan Van Dorpe,
Shirley McCracken
MEMBERS ABSENT: Jimmie Kennedy
STAFF PRESENT: David Morgan, Bill Sweeney, Edward Aghjayan, Elisa Stipkovich, Chris
Jarvi, Michael Bell, Jack Kudron, Richard Bruckner, Steve Albright, Gay
Forbes, Ron Morrow, Jeff Stone, Charyl McCully
GUESTS PRESENT: John O'Malley, Orange County Employees Association; Art Fletcher,
William Walters, Earl Schweitzer, Deborah DeMeo, Parks, Recreation
& Community Services Department
The meeting was called to order by Chairman Brewer at 3:44 p.m..
APPROVAL OF THE BUDGET ADVISORY COMMISSION MINUTES:
Ms. Mc Cracken moved that the Minutes of the January 17, 1996, be approved. There was a second
by Mr. Knypstra. MOTION CARRIED (5-0-0).
CONTINUATION OF SUBCOMMITTEE RECOMMENDATION REGARDING THE DATA
PROCESSING (Taken Out Of Order):
Mr. Sweeney reported that the due date for the RFI (Request For Information) was extended to February
23, 1996, due to written questions received from potential respondents. Once received, they will be
analyzed with results reported to the Commission at its next meeting.
SUBCOMMITTEE REPORT REGARDING ECONOMIC DEVELOPMENT (Taken Out Of Order):
Chairman Brewer reported that the Subcommittee on Economic Development met with City staff on
February 5, 1996. Chairman Brewer commented on an article in the Orange County Business Journal which
cited a trend of business opportunities moving to the east coast. He also mentioned an article on the changes
underway in the distribution of power in the County. According to Mr. Aghjayan, the Public Utilities
Commission (PUC) is allowing for the recovery of stranded costs until the year 2004. Stranded cost
recovery balances the savings involved in finding cheaper sources for the utility. There have been no
commercial/industrial rate increases in four years. Anaheim lowered its industrial rates by 2% ($4 million
annually), beginning March 1, 1996, resulting in substantial savings for customers, which will be offset by
the stranded cost recovery. In response to Mr. Knypstra, Mr. Aghjayan stated that Anaheim is not required
to allow direct access, but may do so with reservations some time in the future.
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'Budget Advisory Commission, February 21, 1996 Page 2
Mr. Knypstra indicated that relocation of businesses from one city to another has no positive net effect on
Orange County, and presents a fairness and equity issue. Ms. Stipkovich stated that economic development
is tied to new jobs, and stressed the need for the State to become competitive with other States to attract
business. Mr. Aghjayan indicated that special treatment is not given to companies with no intent to expand;
and those who get special consideration are adding jobs to the economy. He explained that there are a host
of programs to help all businesses with their energy efficiency. Ms. Stipkovich stressed the need to keep
the customer base at a certain level. She also said that thousands of jobs have been lost, especially in the
higher paid sector such as the defense industry. Replacing that level of employment is a goal, in order to
balance the community. Mr. Aghjayan explained that, when customers leave, fixed costs must be borne by
other customers, thereby driving rates up. Lost jobs must be replaced to keep this from happening.
Anaheim's Powerful Partnership is a team whose mission it is to attract new business. In response to an
article in the Orange County Business Journal, in which Anaheim was reported to have the highest fees in
Orange County, Mr. Bruckner indicated that the article may have reported fees from a variety of different
geographical areas and lumped them together. Ms. Stipkovich indicated that a program was initiated in
the 2400 -acre Canyon Business Redevelopment area, to offset fees. Economic Development invested a
great deal in infrastructure and traffic improvements in that area. Redevelopment agencies provide many
of the improvements, thus allowing for reduction or elimination of some fees. There is a plan to make this
practice more formalized in that industrialized area.
Chairman Brewer indicated that, during the Subcommittee meeting, the issue of fiber optics was discussed.
He asked the benefit of fiber optics to the business community. Mr. Aghjayan reported that a private
company was hired to survey commercial/industrial customers. A high level of interest in telecommunications
advancement was expressed by 70 to 75% of the respondents. A pilot system is planned for operation by
late Summer, with the capacity to serve about 250 commercial/industrial users, primarily in the Canyon
industrial area. The system loops the city, touching every major industrial and commercial recreation area,
the Anaheim Stadium/Arrowhead Pond area, and going as far east as Fairmont. Five thousand accounts will
be accommodated in the initial phase, with a five-year system buildout planned. First and second phases
of funding will probably be private. The system, even if privately owned/funded, will be in partnership with
the City. Preliminary budgets are available at this time with estimates of revenues. A consulting firm will
be hired at Spectranet's expense to do a final due diligence business case analysis. According to Mr.
Aghjayan, telecommunications use will increase our competitiveness in the utilities business, and lower
utilities bills for customers. Schools are fascinated with the prospect of this technology, and funding sources
are under discussion. Equal access to everyone is an important part of the fiber optics movement. Services
should be 20-30% below market price, according to Mr. Aghjayan. There are no models to follow, and new
ground is being broken which could provide an additional revenue source, with royalties based on marketing
the finished product to other cities. We currently have a fifty -mile loop of 96 fibers, 60 of which are
committed to this system in Phase I, at a cost of $6 million. This replaced the previous copper system.
($600,00 was spent on the additional fibers, above those necessary to replace the system, as necessitated for
system control and protection). This was necessary Nortel and Spectranet are committing $60 million,
including the $6 million reimbursement to the City, and will take care of all PUC requirements. In response
to Mr. Farano, regarding the target markets for future expansion, Ms. Stipkovich indicated that marketing
strategies are now being evaluated.
The target market are those companies with a need for the level of technology Anaheim can provide, and
those for whom, telecommunications cost is a large part of their budget. High off-peak utility use, Property
Tax, types of buildings, structures, and unsecured equipment are also taken into consideration.
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Budget Advisory Commission, February 21, 1996
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In response to a request from the Subcommittee, Ms. Stipkovich distributed a map which identifies
redevelopment projects in Anaheim, and an updated status report on Anaheim Plaza. Anaheim Plaza has
done extremely well, and has exceeded all sales tax projections. Expectations for 1996, are over $100
million in taxable sales. There are a number of projects under construction at this time, and a number of
additional projects planned. In response to Chairman Brewer, Ms. Stipkovich explained that the River
Valley Project, which includes Savi Ranch, is the intersection of Weir Canyon and LaPalma, where a levy
was needed to make the land buildable. The Redevelopment Agency adopted the project in 1985, to build
improvements, with an agreement to rebate money as property tax increased. Ms. Stipkovich asked the
Commission for their support for the Economic Development program, which is a combination of the
Community Development and Utilities Department. General Fund monies help with non -Redevelopment
projects, allowing the Department to work City-wide. She went on to say that $6 million was lost to the
State over the last three years in local property tax, of which $3 million was from Project Alpha This was
due mainly to appeals. While there is no current talk about taking more money from Redevelopment; there
are threats of federal cuts, especially in the JTPA program.
SUBCOMMITTEE RECOMMENDATION REGARDING THE STREET TREES OPERATION:
Mr. Sweeney indicated that the Subcommittee met to discuss the updated Parks, Recreation, and Community
Services Department's report concerning the status of the privatization study of the City's Tree Operations.
The Subcommittee asked staff to research and respond to two issues. One concerned the level of
understanding of the bidders of the scope of the operation, and any possible discounts not considered by
respondents due to misunderstanding. Mr. Kudron explained that the RFP included the street and park tree
work, as well as utility line clearance. Bidders had the option of stipulating that combination of project items
their bids covered. The Purchasing Division was contacted for an opinion of the clarity of the bid document.
It was their opinion that there was sufficient detail and instructions, as well as proper formulation of the
RFP, to cover the issue. Additionally, there was a pre-bid meeting, with ample time following it to obtain
clarification on all parts of the document. Of the six respondents, two bid on only utility line clearance, two
bid on the streets and parks segment, and two bid on the entire package. There was no segment advantage,
as the low bidder was the same company in each case.
The second question involved the possibility of insurance cost savings to the City if the operation were
privatized. The City's Risk Manager addressed the issue in a detailed report, indicating that there would be
little cost savings ( $8500 or less) with privatization.
Mr. Kudron indicated that most of the overhead would remain despite privatizing. A portion of the
overhead is for the TreePower program. Mr. Van Dorpe maintained that the overhead costs were not
factored into the initial RFP, and that the complete cost of doing the job should be considered when
comparing private costs to in-house costs. Mr. Sweeney indicated that certain City-wide fixed costs
cannot necessarily be reduced with small-scale privatization.
Privatizing the tree operation would result in eliminations of nineteen positions, and could lessen inter -
program revenue to Fleet Maintenance by $255,000 annually. Some revenue would be gained from the
sale of vehicles and related equipment. Based on the analysis of the numbers and all related issues, staff
concluded that advantages to retaining the in-house operation included liability factors, community
safety, control, flexibility, and service quality. According to Mr. Jarvi, given the little to be gained, the
turmoil that would be created, and control to be lost with privatization, the City is justified in
maintaining the current operation.
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Mr. Knypstra distributed an analysis he had prepared, comparing tree operations wages of the Cities of
Torrance and Anaheim. Because Torrance does not do utility line clearance, the comparison is
irrelevant. Mr. Kudron indicated that productivity is a better measure than salary.
Chairman Brewer moved that the Commission discontinue any further evaluation of the tree
trimming operation for privatization. There was a second by Mr. Van Dorpe. MOTION
CARRIED (5-0-0).
PUBLIC COMMENTS:
Mr. O'Malley stated his appreciation for the work and recommendations by staff regarding the Street
Trees operation.
AGENDA ITEMS FOR APRIL MEETING:
Staff reports on data processing RFI, and an explanation of the indirect cost allocation plan.
ITEMS BY COMMISSION MEMBERS:
Chairman Brewer requested staff assistance to encourage the City Council to replace Ms. Freshley who
recently resigned from the Commission.
OTHER BUSINESS: None
ADJOURNMENT
The meeting was adjourned at 5:40 p.m., by Chairman Brewer.
Respectfully submitted,
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f
Charyl Mc ully
g/
Secretary to the Commission
WPBAC/MINFEB96/CPM