HomeMy WebLinkAbout25692The City of Azusa
�_SjYdnlf+/�
DATE: SEPTEMBER 20, 2001
TO: MEMBERS OF THE CITY COUNCIL OF THE CITY OF
AZUSA
RE: NOTICE OF A SPECIAL MEETING
to be held on MONDAY, SEPTEMBER 24, 2001, at 6:30 p.m., in the Azusa Light and Water
Department Conference Room, 729 N. Azusa Avenue, Azusa, California, for the purpose of:
to conduct a meeting in the capacity of both
Board of Directors of the Azusa Utility
Board and the City Council of the
City of Azusa, in relation to the attached Agenda.
DATED: September 20, 2001
CANDACE TOSCANO
DEPUTY CITY CLERK
From:
Joe Hsu
To:
Toscano, Candy
Date:
9/25/01 8:29AM
Subject:
city council/board final items
Only the personnel item they took action. Moved by Stanford, Second by Hardison. Yes: Stanford,
Hardison, Chagnon. No: Madrid and Rocha /
The meeting was adjourned at 9:03 p.m..
CC: Kalscheuer, Cary
I HEREBY CERTIFY that the below listed media were duly notified by Special Messenger or by
fax the "NOTICE OF SPECIAL MEETING."
AZUSA HERALD/SAN GABRIEL VALLEY TRIBUNE (signature) DATE
CHARTER COMMUNICATIONS CABLE TV (signature) DATE
LUS ANGELES TIMES (signature) DATE
4z LGeC J,)61
CANDACE TOSCANO, DEPUTY CITY CLERK
/t
9/24/01
I HEREBY CERTIFY that a true copy of the attached "NOTICE OF SPECIAL MEETING" was
served on the hereinafter persons who are members of the City Council of the City of Azusa, at the
date and time set after their respective names.
NAME DATE & TIME DELIVERED BY
CRISTINA CRUZ -MADRID
DAVE HARDISON
DICK STANFORD
JOSEPH ROCHA
6"e_ —J(3 1� 4__�
CANDACE TOSCANO, DEPUTY CITY CLERK
9/24/01
I HEREBY CERTIFY that a true copy of the attached "NOTICE OF SPECIAL MEETING" was
served on the hereinafter persons who are members of the City Council of the City of Azusa, at the
date and time set after their respective names.
NAME DATE & TIME DELIVERED BY
CRISTINA CRUZ -MADRID
DIANE CHAGNON
DAVE HARDISON
DICK STANFORD
JOSEPH ROCHA
C�4-�
CANDACE TOSCANO, DEPUTY CITY CLERK
9/24/01
FALCON 626 356 0677 09/24 '01 09:15 NO.805 01/01
9-20-201 11:59AM FROM AZUSA CITY CLERK 818 812 5165 P.3
1 HE ki BY CERTIFY that the below listed media were duly notified by Spacial Messenger or by
bx the "NOME OF SPECIAL MEETING."
AZUSA HERALD/SAN GABRIEL VALLEY TRIBUNE (sigmnm) DATE
LOS ANGELES TIMES (dom mte) DATE
dr/.14y- jaoc-4j
CANDACE TOSCANO, DEPm CTIY CLERIC
A
1
e
I HEREBY CERTIFY that a true copy of the attached "NOTICE OF SPECIAL MEETING" was
served on the hereinafter persons who are members of the City Council of the City of Azusa, at the
date and time set after their respective names.
NAME DATE & TIME DELIVERED BY
CRISTINA CRUZ -MADRID
"L111117b UrIAUINVN
DAVE HARDISON
.3 r fuer UE u
CANDACE TOSCANO, DEPUTY CITY CLERK
9/24/01
AGENDA
REGULAR MEETING OF
AZUSA UTILITY BOARD
AND
SPECIAL MEETING OF
AZUSA CITY COUNCIL
AZUSA LIGHT & WATER MONDAY, SEPTEMBER 24, 2001
729 N. AZUSA AVENUE 6:30 PM
AZUSA, CA 91702
I.
0
Public Participation
Consent Calendar
Approval of minutes of regular meeting of August 27, 2001.
III. Action Items
ry
V
1. Resolution approving (A) Agreement with Charter Entertainment III, and (B)
Employee Incentive Referral Program.
2. Resolution amending Azusa Light & Water Rules and Regulations regarding: (A)
Late Payment Penalty; (B) NIST/USNO Time Standard; (C) Payment Due Dates;
and (D) Residential Electric Service with Life -Support Services.
3. Award of contract to Henry Woo Architects, Inc., for architectural services for
Public Works Building at the City Maintenance Yard.
4. Resolution Amending the City's Position Classification Plan Establishing
Positions of Power Resources Scheduler, Customer Care Operations Supervisor,
Senior Policy Analyst/Assistant to the Director of Utilities; and an Amendment to
the City's Compensation Plan for Classification of Public Information Officer and
Assistant Director of Resources Management.
Staff Report/Communications
1. Report on San Gabriel River Project y Suzanne Avila /
2. Monthly Power Resources Update
3. Load Reduction Program
4. Public Benefits Program /
5. Monthly Billing Report for Month of August 2001
6. Bad Debt Report for Fiscal Year 2000-2001, and July -August 2001
Directors Comments/Discussions
Azusa Light & Water PR Program
VI. Closed Session
Conference with Real Property Negotiators (Government Code Section 54956.8)
Property: Various
City/Utility Board Negotiator: Joseph F. Hsu, Director of Utilities
Negotiating Parties: Chris Alario
Under Negotiation: Price and Terms of Sale/Lease of Utility Properties
2. Personnel Appointment/Review of Positions (Government Code Section 54957)
Titles: 1. Power Resources Scheduler
2. Sr. Policy Analyst/Assistant to the Director of Utilities
3. Customer Care Operations Supervisor
4. Public Information Officer
5. Assistant Director of Resources Management
Conference with Legal Counsel—Existing Litigation (Government Code Section
54956.9 (a)). ,Lesse and Lucy Ramos v. City of Azusa, Claim #00-2 and Superior
Court of California, County of Los Angeles, East, Case #KC035101.
VII. Adjournment
4�
Azusa Utility Board Meeting
September 24, 2001
Presented by: Bob Tang
Power Resources Division Monthly
Report
• Power consumption comparison
• Wholesale market trend
• Power resource budget update
• San Juan update
INFORMATIONAL ITEM
IV. 2
I
CITY OF AZUSA ENERGY CONSUMPTION COMPARISON
f tERDY CONSl.9.ATION N N W N
CITY OF AZUSA PEN( DEMAND COMPARISON
PERCENT
VJNIN FY0001 FY01M CHANGE
JUL 51.6 400 -low%
AUG SS.O 463 .14.7n
SEP
OCT
NOV
DEC
JAN
FEB
wR
APR
wr
PEAY DEMAND N NN
Noticeable demand and energy reductions since the beginning of this
WHOLESALE ELECTRICITY SPOT MARKET PRICES IN CALIFORNIA
1
PERCENT
MDIJ111
FY OOOI
FV OIQ$
CHANGE
JUL
24,036
21 A24
.101M
AUG
26239
22.906
.1136% y
SEP
-MAR 01 �--- 522D
$123
OCT
$101
_ _
MAY01 5251
NOW
'
JUN01 166
$31
DEC
JUL01 167 _
SW.
JAN
921
SEP 01 C1 134
FEB
ALL PRICES NSWWH .... ..... __-.__... _.._.._
wR
._
(') SEP O1 PARTAI MOHM
APR
PERCENT
MAY
MONIN
ON PEAK PRICE (09117A11 ON PEAK PRCE(062001) CHANGE
JUN
$31 541 4434%
CY02
TOTAL
50"?
NA13
.1116%
f tERDY CONSl.9.ATION N N W N
CITY OF AZUSA PEN( DEMAND COMPARISON
PERCENT
VJNIN FY0001 FY01M CHANGE
JUL 51.6 400 -low%
AUG SS.O 463 .14.7n
SEP
OCT
NOV
DEC
JAN
FEB
wR
APR
wr
PEAY DEMAND N NN
Noticeable demand and energy reductions since the beginning of this
ALL PRICES N S.MWN
Spot wholesale prices continue to decline. Forward prices have somewhat stabilized.
2
i
WHOLESALE ELECTRICITY SPOT MARKET PRICES IN CALIFORNIA
1
WHOLESALE ELECTRICITY SPOT MARKET PRICES IN CALIFORNIA
AVERAGE
AAVERAGE
MONTH ON PEAK PRCE OFF PEAK PRICE
JAN01 520E
5124
FEROf_ 9214_,
-MAR 01 �--- 522D
$123
APR01 $211 _
$101
_ _
MAY01 5251
$TB
'
JUN01 166
$31
JUL01 167 _
SW.
taw 252
921
SEP 01 C1 134
ALL PRICES NSWWH .... ..... __-.__... _.._.._
._
(') SEP O1 PARTAI MOHM
WHOLESALE ELECTRICITY FORWARD PRICES IN CALIFORNIA
PERCENT
MONIN
ON PEAK PRICE (09117A11 ON PEAK PRCE(062001) CHANGE
0401
$31 541 4434%
CY02
$40 943 .7.50%
CY03
$42 $39 714%
ALL PRICES N S.MWN
Spot wholesale prices continue to decline. Forward prices have somewhat stabilized.
2
i
Power Resource Cost Accounting
FY'01-'02
01 RI pl - PI (sl RI m AI
lDnG iEuu SnOR 1EPou 114e54t52Or1 AMC FY_ SWEfINNG rout .r EULE WT
Ama B2�ro Sl l.wsl.m �4.tlBron.mpA 9.Ap2S{.9 p.Bro.8BO m1 S$BB.lat.r l•l
SEB BI
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DEC B,
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.02
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(SI SwYiLI M✓JUGM I51
M Y.+ SALE FEVEM 5CEWE' 14 yIE5 OF EXE $5V fW
A) pEEE FE1 OF RI AWM
M
Mi
�7
San Juan Update
3
Causes of The Outage
• 69 kV short circuit of unit main bus
• Compounded by multiple failures of
lubrication pump system
Consequences To The Unit
• Severe damage to the bearings of the unit
• Slight damage to the rotor shaft, but
fortunately not severe enough to require
major rebuilt
r
0
Current Status of The Unit
• Unit was supposed to return to service on
September 10, 2001. But did not make it
due to high vibration problems
• As of September 17, 2001, the unit is still
down for further test
Wholesale Revenue Losses Due to
The Outage
• $4,416,670 in August
5
d
Azusa Utility Board Meeting
September 24, 2001
Presented by: Bob Tang
Power Resources Division Monthly
Report
• Power consumption comparison
• Wholesale market trend
• Power resource budget update
• San Juan update
• Updated FY 01-02 Light Fund Projections-,
•. Updated Hedging Strategy For FY O 1-02 fi
1
CRY OF MUSA ENERGY CONSUMPTION COMPARISON
PEAK DEMAND N MW
Noticeable demand and energy reductions since the beginning of this year -
WHOLESALE ELECTRICITY SPOT MARKET PRICES IN-CALIFORNUI
VMOLESALE EUECTRVMSPOTMARKUPRICES IN CALIFORNIA
AVEVERAGE AVERAGE
MONTH ON PEAK PRICE OFF PEAK PRICE
JAN01 $208: $124
J PER O1 5214: Si"
MNUI XV
APRUI $211 $101:
-MAY 01 $79_:
!^ ..JUN01 $W; $31
SEP 01 SU! ....- �
ALLPRICESNI: _
CISEP OI-PARTMTAL.MONTH
WHOLESALE ELECTRICITY FORWARD PRICES IN CALIFORNU\
I._ PERCENT
MONTH ON PEAK PRICE (09117001) GNPEAKPRICE(OBRONi) CHANGE -
_0401 ... :.........._ __._W
CY02., .. _ S40 _ _ SST I _ .-9.50%!
CY03 _ _ S42 .. S39 -i -. 7.14%:
ALL PRICES N SBAWN
Spot wholesale prices continue to decline. Forward prices have somewhat stabilized.
2
PERCENT r
.. _ _.-.._ .-
PVOGOt .. ._
FYGIAM CHANGE...
.
JUUL
36039
21,534,
AUG
35339
33.805: 1388%
SEP ..
-
OCT
-.......-
... ......
_
DEC
_
JAN
FEB
AMR
APR
MAY
_
U
TOTAL
SOSB]
44A03, AL39%.
EwE CDNSuMPTJNNI~
CRY OF AZUSA PEAK DEMAND COMPARISON
PERCENT
NCI
FYORAt FVOI-03
CHANCE
:._
JUL
516._. ... b5
.1004%,
_ AUG
_: ..
556 452:
.-_ -14.7n
SEP
OCT
"DIV
DEC
JAN
_
y{
R
APR
M
APR
My
PEAK DEMAND N MW
Noticeable demand and energy reductions since the beginning of this year -
WHOLESALE ELECTRICITY SPOT MARKET PRICES IN-CALIFORNUI
VMOLESALE EUECTRVMSPOTMARKUPRICES IN CALIFORNIA
AVEVERAGE AVERAGE
MONTH ON PEAK PRICE OFF PEAK PRICE
JAN01 $208: $124
J PER O1 5214: Si"
MNUI XV
APRUI $211 $101:
-MAY 01 $79_:
!^ ..JUN01 $W; $31
SEP 01 SU! ....- �
ALLPRICESNI: _
CISEP OI-PARTMTAL.MONTH
WHOLESALE ELECTRICITY FORWARD PRICES IN CALIFORNU\
I._ PERCENT
MONTH ON PEAK PRICE (09117001) GNPEAKPRICE(OBRONi) CHANGE -
_0401 ... :.........._ __._W
CY02., .. _ S40 _ _ SST I _ .-9.50%!
CY03 _ _ S42 .. S39 -i -. 7.14%:
ALL PRICES N SBAWN
Spot wholesale prices continue to decline. Forward prices have somewhat stabilized.
2
I
T
Power Resource Cost Accounting
FY'01-'02
LCN(i lEfbA � SNO11i TERM _IfUNSMiSSCNI --N LLMI .... SCIIEIMWG .. RIELL .WNYF4 .i-i..._J
OEC Of _�_ _ •. .- ____.__.________
FEB@ .... .. ... ....: .. .. I
San Juan Update
3
� I
Causes -of The Outage
• 69 kV short circuit of unit main bus -
• Compounded by multiple failures of
lubrication pump system Z rot()
y.
Consequences To The Unit
Severe damage to the bearings of the it
9 un
• Slight damage to the rotor shaft, but
fortunately not severe enough to require
major rebuilt
F1
IP
Current Status of The Unit
• Unit was supposed to return to service on
September 10, 2001. But did not make it
due to high vibration problems
• As of September 17, 2001, the unit is still
down for further test
F
AZA �
.fir.. y.. Supplemental Information
• San Juan Unit #3 came back to full
operation as of September 21, 2001
• Total wholesale revenue loss in September:
$2,990,918
AZUSA
Updated FY 0l -02 Light Fund
Financial Projections
.mySfi:;
6
a , 'd-t"d Hedging Strategy For FY 01 - 02
• DO NOT HOLD LONG POSITION
• San Juan hedge back-to-back based on spot prices
with a floor of $30 / MWh and a cap of $85 /
MWh
zi
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7
l
INFORMATIONAL ITEM
IV.
MEMORANDUM 3
TO: HONORABLE AZUSA CITY COUNCIL/ AZUSA UTILITY BOARD
FROM: JOE HSU, DIRECTOR OF UTILITIES
DATE: — SEPTEMBER 24, 2001
SUBJECT: Load Reduction Program - Final Report
Background
On March 19, Azusa Light & Water was notified by Southern California Edison to drop load
immediately, which triggered a rolling blackout. To respond to the California energy crisis and
to avoid rolling blackouts, Azusa Light & Water initiated a three -pronged approach to
providing best efforts for continuous electricity for Azusa residents and businesses: (1) large
business customer load reduction program, (2) City facilities load reduction program
program, and (3) residential customer conservation program. It was estimated that a five
megawatt reduction in electric consumption from 1 1 a.m. to 7 p.m. from May I to
September 4would protect the City from rolling blackouts in most circumstances.
Business Customer Program
A Load Reduction Program was created that provided financial incentives to large customers
to encourage their energy reduction from I 1 a.m. - 7 p.m. during weekdays from May I to
October 31. For flexibility, the program had two options - a fixed schedule of load reduction
or an on-call provision where customers would reduce a committed amount of load when
called upon. Our goal was four megawatts savings from this source. Seventeen business
customer commitments combined to exceed the goal, ranging from 4.25 to 6.15 megawatts
at all times during the peak hours. Further, Azusa Light & Water created fax and e-mail
distribution lists to keep business customers updated of stages of Alert status. This
information was also maintained and updated daily on Azusa Light & Water's web site and
automated phone message.
City faci/!ties Program
At that same time, City Manager Rick Cole called City facilities into action by way of an
Executive Order - Electrical Load Reduction Program. The program required each department
of the City to develop a set of actions to reduce electrical load during Stage 2 and Stage 3
Alerts issued by the California Independent System Operator. Departments were also
required to assign specific employees to be responsible for implementing their departments'
r
plans. These department designees were notified of Alerts by e-mail. The Executive Order
distributed responsibility for enforcing conservation actions to all department heads and their
employees. Azusa Light a Water is pleased with the employee responsiveness. Employees
actually,began implementing energy reduction measures in April and May, and these have
shown measurable results. In fact, City facilities were able to be on-call to reduce I
megawatt. City departments reduced 9.98% in July, and 13.71% in August, compared to use
the same time last year. This brought our total business and City facilities electric load
available for reduction to 5.25 - 7.15 megawatts.
Additionally, an energy audit was conducted of City buildings by an industry expert.
Preliminary recommendations were made and are under review for cost benefit by the City.
A consultant final report will be formulated including recommendations for the City Council to
consider.
Resldenaal/Community Program
Conservation efforts were encouraged throughout the community with bill inserts and lists of
energy saving tips in both English and Spanish. City Council declared August 2001 to be
conservation month. The City and Azusa Light & Water worked together to kick off the
month with Shorts Day to celebrate the 14% community -wide energy savings, 4% more than
requested by the Governor. This was followed by a series of three concerts in Memorial Park
to encourage Azusa residents to give their appliances the evening off and enjoy the concerts
as residents reduced energy usage in their homes. Additionally, home energy audits were
available to residents with a bonus giveaway of an energy-saving compact fluorescent light
bulb. One hundred home energy audits have been complete to date.
Conservation was taken to Azusa children. A natio ly-recognized conservation educational
program, LivingWise, was provided to all Azusa ' graders. Students received a kit with a
compact fluorescent bulb and a low flow shower head plus a checklist for conducting their
own home energy audit. Sixth grade classes were invited to participate in a contest to create
and produce conservation videos. The three winning classes received prizes provided by
local businesses and the videos were shown on television during the summer.
Notifications To Reduce Load
The combined efforts of the entire City prepared us for the worse. Milder than normal
summer temperatures and Californians conserving power contributed to the fact that no
outages have occurred. We called on-call customers twice this summer to reduce load in
cases where it looked very likely we could be required to reduce load, but the crises did not
materialize.
Summary
The City of Azusa responded to the threat of energy blackouts by creating a holistic plan
where everyone in the City had an opportunity to participate and help maintain our quality of
life in Azusa. The results were positive - the City was prepared for the worst. We believe the
success was due to the cohesive actions and positive attitudes of the City's businesses,
residents, and employees.
To show appreciation to the businesses that participated in the Business Load Reduction
Program, Azusa Light & Water hosted an appreciation lunch meeting on June 14. And to
q
thank all the City employees who conserved energy during the summer and/or assisted with
the events during August - Conservation Month in Azusa, Azusa Light & Water hosted an
employee appreciation barbecue at noon on September 26.
Submitted by: Karen Vanca
Assistant Director Customer Care & Solutions
Date: October 22, 2001
AZUSA
INFORMATIONAL ITEM
IV. 4
TO: HONORABLE AZUSA CITY COUNCIL/ AZUSA UTILITY BOARD
FROM: JOE HSU, DIRECTOR OF UTILITIES
DATE: SEPTEMBER 24, 2001
SUBJECT: PUBLIC BENEFIT PROGRAMS - UPDATE
Background
Assembly Bill 1890, which passed in August 1996, mandated publicly owned utilities to
establish a charge for public benefit programs starting January 1, 1998 and to continue
through 2001. Since then, this has been extended 10 years. AB 1890 directed these funds
be used in the community on conservation programs for:
• low income customer assistance
• energy efficiency programs
• research, development, and demonstration projects
• renewable resource technology projects
The Public Benefit Charge is $0.00263 per kWh and Light & Water collects approximately
$625,000 each year. Azusa Light & Water is using the funds for community programs for
residential, business, and government and schools.
To date, Azusa Light & Water has implemented:
Residential
Business
• low income assistance program
• shade tree program
• home energy audits
• compact fluorescent lightbulb giveaways
• Energy Partnership program
Governmen&Schoo/s
• Living Wise school conservation program
• Summer 2001 conservation program/campaign
• LED traffic lights
Financial Update
Attached is a financial summary. Page 1 shows total Public Benefit funds collected from
inception Qanuary 1998) through June 2001, and funds available for programs as of June 30,
2001. Of the $867,000 available, S 1,072,000 is committed. This is $205,000 more than
available. Light & Water proposes making no additional commitments and making up the
shortfall with Public Benefit funds received in fiscal year 2003-04.
Page 2 shows that the budget for fiscal year 2001-02,is made up of anticipated $625,000
Public Benefit revenues plus an additional $210,000 to augment the business Energy
Partnership program. We believe more business customers will apply for energy audits and
retrofits in the next year. Once the market is saturated, so to speak, less funds will be
needed for this program. The additional $210,000 has been "borrowed" from Public Benefit
funds collected in past years and earmarked for a library energy efficiency upgrade project.
We plan to replace it in fiscal year 2002-03.
Also shown on page 2 Is $125,000 California Energy Commission (CEC) funding for
commercial customer lighting retrofits and $20,000 CEG funding for marketing and
promotions. Azusa Light & Water is collaborating with other Southern California Public Power
Authority (SCPPA) member cities to obtain state funding to compliment our public benefit
funds. This will make more programs available to Azusa businesses and residents.
Additionally, page 2 shows expected customer participation and rebate amounts for three
upcoming residential programs. Programs will be evaluated at each fiscal year-end and
recommendations for changes or discontinuance will be made. New programs may then be
proposed for the following year.
Follow -Up To Utllity Board
Light & Water will report fiscal year-end program evaluation results to the Utility Board in July
2002 and any interim reporting the Board requests.
W
Azusa Liqht & Water Public Benefits Proarams
PB Program Budget Fiscal Year July 2001 - June 2002
Page 2 o12
4PROGRAMS
PB FY01-02 ICEC PB Fund Bat.
Expected
Budget FUNDS As Of 6/30/01
Participation
Individual Rebates
. Low Income Assistance
$50,000
Low Income Assistance
10 000
Shade Tree Program (1)40
000
----
2. Energy Efficlenc
$585,000
A. Residential
Appliance Purchase - refri ./freezer
30.000,
300
$75.$100
Appliance Purchase - replace AC
75.000
300
$50 - $70/ton - $250 max.
Weatherization
25,000
100
1 $250 max.
Shade Tree Program 1
60,000
Home energy audits 500
_
5 000
CFL giveaways 2000
10 000
Summer 2001 Conservation Program
30 000
Living Wise School Conservation
40,000 800 students to
Darlicioate in en my and water conservation curriculum
B. Commercial
Energy Partnerships G-1 G-2 TOU
300.0001
S65X Lighting Retrofits
$125.000
C. Municipal
----
LED Traffic Lights
10.000
3. Research Deve. & Demonstration
$50,000
Solar PV Incentives New Technologies)
Distributed Generation Pro ect
—
—'—'_-
4. Administration
$100,000
5. Marketing & Promotions
$40,000 $20,000
Adjusted 2001-02 Budget 2
$860000
Original 2001-02 Budget
$650 000 $866,988
NOTES:
1 $100,000 budget per year untiil ro'ect com leted.
--
--`"----
2 $625,000 expected to be collected in FY 01-02 + $210.000 from ro osed libra energy u
rades ro'ect.
Sent 2001
N..
a -7i mn I innt & water Public Benetits Proarams
PB Revenues & Commitment
Page 1 of 2
FUND
PROGRAMS
COMMITMENTS
Revenues
PB Funds Collected 111/98 - 6/30/01
$2 111,256
Funds Spent 1/98 - 6/01
1,244,268
Funds Available As Of 6130101
$ 866,988
COMMITMENTS
Energy Efficiency Upgrades - Proposed Libra 1
500,000
Energy Upgrades for Civic Auditorium
80 000
Energy Upgrades for La Tolteca
50,000
Hybrid Vehicles
42,000
Energy Upgrades for Municipal Bld s. estimated
300 000
City Wide Tree Shade Program Annual
100,000
TOTALS
$ 1,072,000
SHORTFALL to be made up in FY 03-04
j205,000)
itorium
Vide=(Annumall) S
FY 01-02
80 000
$,202
FY 02-03 FY 03-04
a
50 000
42,0001
Annual
100 000
Ener Upgrades For Municipal Bld s.
300 000
Ener Efficient Upgrades - Proposed Librd
300 000 200 000
Proposed Expenditures By Fiscal Year
$572,000
$300.000.00 $200,000.00
Note
1 $210,000 borrowed in FY 01-02 from library energy efficient up -grade project for the business ener
partnership ro ram• to be replaced in FY 02-03. Balance of $200,000 for libra ._project made u
in 03-04.
sent ?nm
Azusa Light & Water
Monthly Baca Debt Report
2001-2002
***YEAR END BAD DEBTS REMAINING ARE FURTHER REDUCED BY TOTAL BANKRUPTCIES • ••
2001.2002 Ending Write -Offs:
(1) Includes water, electric, sewer, trash, taxes, public benefit charges and maintenance fees.
(2) Gross write -of
(3) Writeoff less recoveries
(4) Closing Billl Bad Debts - 22 days past due date on dosed accounts.
- 7 days past due on delinquent accounts with no forwarding address.
- over $20.00 sent to Tal Lewis Collection Agency.
(5) Collection agency retains 40% of amounts they collect.
PREPARED BY., MJ PADILLA
REVISED: 09113/01(2) —MJP
Badde1bt02.gpw)
AZUSA LIGHT& WATER
BILLING REPORT AUGUST 2001
Number of
Aua2001
Aug 2001 _
_Number of
'•_ Accounts
_ Aug 2000 __
Consumption.______,
Aug 2000
_13111ma
(tar
C m I
To Date,.__
Bllling_____
Customer Types 6rcQun Consumptlo, Billing_
KwNCCF
_
KwNCCFFI_
-Y ••
(KwNCCFJ_
Electric
Small business G-1
1,210
1,947,460
$215303.06
1,067
1751,503
$194,594.96 '
3,627,978
$402192.52
Medium business G-2
278
4,928,652
457 129.92_
281
5 182,649
541 313.61
9 0�2 `1 277
899 179.53
Le a business T.O.U.
34
7,088,451
664 145.31
35
7,810,404
722 846.95
" 13 652 405
1,298,524.9
Street Li hts
10
3,482
679.36
_" _ 10
3482
879.19
6_9U
158.72
Outdoor Lights
24
4.074
585.70
25
4,144
597.20
" 8 148
i.171.40
Municipal Accounts
1d9
8 1
•• 140
1 479 d
1 0 6 4 ••
IZ6,077,14
Total Commercial
-Tmos
15.063.0521
$1,423,683.2
1 558
16,211,632
$1,580,719.36
29.149,337
$2.778,504.26
Residential
13,80344
8 47
1330&5
6 1. 4
Total Electric
15,508
22,081,860
$2,101,723. 6
14,793
24,311 074
$2,371,324.83
42.855,840
$4,101.105.50
Mlac RevenueIII n
$28,396.8
$M0,36725
354,732.63
Azusa Cttv Water
Residential
9,127
22e.581
$356,023.45
8 980
225,568
$342349.03
433,983
$687,124.84
Cornmerdal
867
69 850
119 215.05__
787
56 829
94 849.21
137 955
_L36.639.44 ._
Fire Detector Line
155
5
9,788.68°'_
_197
95
9 848 J3
_
209_
20,226.85
Industrial
230
65,956
94 001.05
'z218
79`87,
107 562.37 ••
121 M
174 507.89
Municipal Accounts
130
16.4611
18 742.70
"_ 109
12,272
17 943.58
31 508
39 285.82
Golf Course
1
M024
15 78.49
1
16.154
4 433
804
8 1 8 8
Total City Water
10,510
393,947
$613,049.42
10,232
390,705
$5811.786146
758,785
$1,185,943.16
Azusa Valley Water
Residendat
7,517
363,800
$512,547.64
7,479
347,223
475 108.00 ••
671,941
957 764.16
Commercial
913
130,849
186 262.98
858
119,667
166,668M
238,795
340 474.66
Fire Detector Line
127
19
6,444.81
119
29
6,193.79
31
12 413.56
Induslnel
31
31,599
40876.27_••
32
31,8_29
39885.10
57,333
74,323.73_
Public Authority
14644
139
_
152,950
93
Total AV Water
8,734
611.079
8858757.14
'• 8,627
572,661
783,448.52
1,121,050
1588635.43
CITY/AV WATER TOTAL
19,244
1,005,026
81471806.56
18,859
963,366
$1365234.98
1,879,835
82774578.59
TOTAL ELECTRIC/WATER
$3,601.926A
83 766 927.06
$6,930,416.72
-
Sewer
Residential
13,698
$66,769.77
13.282
$65,313.05
$133,108.32
Commercial
1.898
17 501.65
1,831
16 949.94
34,528.681
Industrial
222
5,553.40
221
6,436.60
10 551.25
Car Wash & Laundry
11
404.45
11
3.11. 1
727,03
Total Sewer
15,829
$90,229.2
15,345
$89,009.71
$178.915.28
Total Rubbish
13,594
8200181.31
13.207
8169004.70
8395626.93
GRAND TOTAL BILLING
83 892 337.03
$4,024,941.47
37,504,958-.9-3
bent Assessments
$10,483.52
$10,191.94
$20,911.84
State Surchar s
84449.27
••
_
85049.08
88637.36
Elec. Users Tax
$85,911.02
"
$96,973.18
$166,823.19
Water User's Tax
28,086.38
•'
30,646.21
51845.09
Total Users Tax
8113,99740"_.
_
512;819_39 '•
__$220,668,28
m
Azusa Light & Water
Monthly Bad Debt Report
2000-2001
Month
Revenue
Wr/fe OMs
Bad Debts
Be/ow $20 00
I Recoveries
Z
Net Write-off
X
of Net Write Of
To Revenue
Amount Sent
to Collections
Cost of
Callection
c
I ,Bankruptcy
REVISED: 09113/01(2) —MJP
H
Baddebinew.gpw)CA
p
$768.97
$399.12
$1,180.86
$1,330.87
$1,063.89
$243.86
$1,228.69
$1.763.28
$1,681.05
51.028.59
$791.22
t7 A17 7A
- $4,246.88
$14.945.44
$5.004.01
$3,294.70
$9,554.07
$6,094.97
$10.416.40
$5,423.72
$5,706.26
13,799.05
$4,542.36
ti S71
6i
H
H
u/
$3,844,481.66
$4,038,703.58
$3,613,795.13
$4,274.259.74
$3,315,117.81
$2,870,891.48
53,134,469.90
52,919,445.91
52,714.114.62
$2,689,890.98
$3,094,485.05
$5,015.85
$120.70
$345.29
$58.85
$54.72
$3.70
5135.30
$254.22
$104.38
S112.60
5137.65
$85.47
t.Al All
0.11%
$5,015.85
$15,344.56
$6,184.87
$4,625.57
510,617.96
56,338.83
511,645.09
$7,187.00
$7.387.31
$4.827.64
55.333.58
S5.611.391
$688.04
$607.76
$277.49
$1.181.53
$548.96
$564.92
$822.38
$954.04
$1,060.29
$400.75
5401.56
$130.041
$12.275.62
$77.79
$1.000.00
Alikgrust
$15.344.56
0.37%
September
$6,184.87
0.14%
October
$4,625.57
0.08%
November
$10.617.96
0.29%
December
$6,338.83
0.21%
Ian"
$11,645.09
0.33%
februa
$7,187.00
0.19%
March
$7,387.31
0.21%
April
$4,827.64
0.14%
Ma
$5,333.58
m
0.15%
0,17%1
Y.T.D. Tomis:j $39.434.888.241 S90.119.651 $1,574.311 $13.518.16
••• YEAR END BAD DEBTS REMAINING ARE FURTHER REDUCED BY TOTAL BANKRUPTCIES • ••
20004001 Ending Write-offs: $63,248.08
(1) Includes water, electric, sewer, trash, taxes, public benefit charges and maintenance fees.
(2) Gross write-offs
(3) Write-off less recoveries
(4) Closing Bill Bad Debts - 22 days past due date on closed accounts
- 7 days past due on delinquent accounts with no forwarding address
- over $20.00 sent to Tal Lewis Collection Agency.
(5) Collection agency retains 40% of amounts they collect.
13.353.41
PREPARED BY: MJ PADILLA
H
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x
c
REVISED: 09113/01(2) —MJP
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Baddebinew.gpw)CA
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3
AZUSA
AGENDA ITEM
III. 1
TO: HONORABLE AZUSA CITY COUNCQ AZUSA UTILITY BOARD
FROM: JOE HSU, DIRECTOR OF UTILITIES
DATE: SEPTEMBER 24, 2001
SUBJECT: ADOPT RESOLUTION APPROVING:
(A) AGREEMENT REGARDING PAYMENT ON REFERRALS OF CABLE TELEVISION
AND CABLE MODEM HIGH SPEED DATA SERVICES WITH CHARTER
ENTERTAINMENT III, AND
(B) PILOT EMPLOYEE INCENTIVE PROGRAM.
RECOMMENDATION
It is recommended that the City Council adopt the attached resolution adopting the
Agreement with Charter Entertainment III and the pilot employee incentive program.
BACKGROUND
Light & Water is proposing approval of an agreement between Azusa Light & Water and
Charter Entertainment 11, LLP (Charter) that would allow Azusa Light & Water customer
service employees to refer its customers to Charter to purchase cable television services or
cable modem high speed data services. Both parties believe that providing such services to
residents and businesses is mutually beneficial to the City because its residents are provided
with a centralized location to inquire about a variety of different services. Charter would, in
turn, pay Azusa Light & Water a fee, comparable to Charter's cost of signing up a new
customer, for each actual installation in the City of Azusa. An added benefit to the City is the
additional franchise fee that would be generated by the incremental increase in Charter
revenue from new subscribers.
PROPOSAL
Referrals to Charter services would be handled like referrals to any utility services available in
the City, merely informational. A high pressure sales approach is not advised. Charter will
provide basic information (training) about their service offerings for general information of
Light & Water customer service employees before this program begins.
While the act of getting referrals will take little time, they can only be obtained from additional
questions being asked by customer service employees to our customers. Azusa Light &
Water recognizes these extra efforts and desires to recognize participating employees. For
this additional effort of getting referrals for services not offered by the City, Azusa Light &
Water is proposing a pilot employee incentive program. From informal discussions with
affected employees a proposed plan was devised. It is estimated that a reasonable cost for
Light & Water to administer and implement the program, including time to obtain referrals (an
estimated half minute may be added to calls that lead to referrals), is $0.276 per installed
service. This amount would remain in Light & Water to cover operating costs of the program.
The balance would go into an employee incentive program fund to be paid out quarterly as
gift certificates to well-known area stores as follows:
88% to customer service representatives to be split equally,
2% to the employee with the most referrals, and
10% to field service representatives and meter readers to be split equally.
Azusa Light & Water recognizes that new plans need to be evaluated and occasionally
changes need to be made for a program to be successful. With this in mind, Light & Water
propose's a one-year pilot program. At that time the program will be evaluated to see if it is
meeting the expectations of the City, Azusa Light & Water, Charter, and Light & Water
customer service employees.
FISCAL IMPACT
There is no negative fiscal impact on Light & Water since Charter is paying based on installed
services regardless of the origination of the referral. Light & Water is retaining an amount
sufficient to cover administration cost and is putting the balance in a fund for the employee
incentive program.
Follow -Up To Utility Board
Light & Water will report the results of this pilot project to the Utility Board in November
2002.
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
AZUSA, CALIFORNIA, ADOPTING THE AGREEMENT
REGARDING PAYMENT ON REFERRALS OF CABLE
TELEVISION AND CABLE MODEM HIGH SPEED DATA
SERVICES AND LIGHT & WATER EMPLOYEE INCENTIVE
PROGRAM
WHEREAS, the City Council embraces providing streamlined services for
City residents; and
WHEREAS, the City Council encourages and supports new revenue
streams to support City services; and
WHEREAS, Azusa Light & Water works cohesively with other service
providers; and
WHEREAS, Azusa Light & Water recognizes and appreciates employee
efforts to offer one-stop services for Azusa residents; and
WHEREAS, Azusa Light & Water proposes adoption of:
1. Agreement Regarding Payment On Referrals Of Cable Television
And Cable Modem High Speed Data Services.
2. Pilot Employee Incentive Program.
and
WHEREAS, these modifications are intended improve and enhance the
service which Azusa Light & Water provides to the community and customers; and
WHEREAS, the City Council has determined that the proposed agreement
and pilot employee incentive program are based on staff analysis and recommendation.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF AZUSA,
CALIFORNIA, DOES FIND AND DECLARE THAT:
Adoption of Agreement. The City Council hereby adopts the Agreement
Regarding Payment On Referrals Of Cable Television And Cable Modem High Speed
Data Services which is attached to this Resolution and is incorporated herein as set
forth in full.
Approval of Pilot Emgloyee Incentive Program. The City Council hereby
approves a pilot employee incentive program attached to this Resolution.
Effective Date. The agreement and pilot employee incentive program
shall become effective on October 1, 2001.
PASSED, APPROVED AND ADOPTED this 24th day of September,
2001.
Cristina C. Madrid
Mayor
ATTEST:
Vera Mendoza
City Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF AZUSA )
I, Vera Mendoza, City Clerk of the City of Azusa, do hereby certify that the
foregoing Resolution No. was duly introduced and adopted at a regular
meeting of the Azusa Light & Water Utility Board on the 24`" day of September, 2001,
by the following vote, to wit:
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS: —
ABSENT:
COUNCILMEMBERS:
Vera Mendoza,
City Clerk
AGREEMENT REGARDING PAYMENT ON REFERRALS
OF CABLE TELEVISION AND CABLE MODEM HIGH SPEED DATA SERVICES
This Agreement is made this day of 2001, by and between
Azusa Light & Water ("Azusa"), Azusa, California, a municipal utility, and Charter
Entertainment III, a Delaware Limited Liability Partnership ("Charter"). Azusa Light & Water
and Charter Entertainment III are sometimes hereinafter referred to individually as "Party" and
collectively as "Parties."
RECITALS
WHEREAS, the City of Azusa owns and operates a municipal utility ("Azusa
Light and Water") engaged in the business of distributing electric energy and water to retail
customers within its service area; and
WHEREAS, Charter is the City of Azusa's cable television service provider; and
WHEREAS, Azusa Light & Water and Charter would like to institute a program
that would allow Azusa Light & Water customer service employees to refer its customers to
Charter to purchase cable television services or cable modem high speed data services; and
WHEREAS, Charter wishes to compensate Azusa Light & Water for any time
spent by employees in gaining referrals for such cable television services and cable modem high
speed data services along with Azusa Light & Water's electrical and water services; and
WHEREAS, Azusa believes that providing such services to residents and
businesses is mutually beneficial to Azusa because its residents are provided with a centralized
location to inquire about a variety of different services; and
WHEREAS, the existence of this Agreement in no way obligates Azusa to enter
into similar arrangements with other persons or entities; and
NOW, THEREFORE, in consideration for the promises set forth in this
Agreement, the receipt and adequacy of which is hereby acknowledged, Azusa and Charter agree
as follows:
TERMS
1. Payment and Use of Funds. Charter shall pay to Azusa the following:
A. $1.75 per cable installation for the first two hundred (200) cable
installations made by Charter in the City of Azusa in any single
month.
B. $15.00 per cable installation made by Charter that exceeds 200 in
any single month.
C. $3.50 per high speed data cable modem installation for the first ten
(10) installations made by Charter in the City of Azusa in any
single month
D. $17.00 for any additional high speed data cable modem
installation.
2. Authorization; No Obligation. Azusa shall be authorized to seek referrals for
Charter's cable television services and cable modem high speed data services to Azusa residents
and businesses. Azusa shall in no way be deemed to have accepted any obligation to refer a
minimum number of cable television packages, cable modem high speed data services, or other
services on behalf of Charter. Azusa customer service representative will make their best effort
to refer Charter services in various customer transactional methods or other communication
methods agreed upon by both parties.
3. Indemnification. Charter shall defend, indemnify and hold, the City of Azusa and
Azusa's Light and Water Department, their officials, officers, and agents free and harmless from
any and all claims, liabilities, losses, costs, expenses, and damages, in any manner arising out of
or incident to any negligent acts, omissions or willful misconduct in connection with the services
provided therein or this Agreement, including without limitation, the payment of all
consequential damages, attorneys fees and other related costs and expenses.
4. Timing of Payments. Charter shall pay to Azusa on a monthly basis and within
forty-five (45) days after the end of each month the required fees pursuant to Section 1, above.
Azusa shall remit an invoice to Charter representing the total fees for the month based upon the
total number of new, basic and high speed data installations completed within the City for that
month. The number will be fixed through the use of an installation report developed through
Charter's billing system.
5. Delivery of Payments. Charter shall mail any payments hereunder to Azusa at the
address set forth herein, or such other address provided by Azusa, by first class mail, postage
prepaid or hand -delivered to a duly authorized employee of the City.
6. Fund Account. Fees collected shall be deposited into the Light & Water
Miscellaneous Revenue Fund to compensate Azusa for the estimated reasonable administrative
costs of providing these customer services to Charter. Azusa and Charter hereby agree and
acknowledge that, based upon Azusa's analysis and calculations, a reasonable amount has been
calculated per referral and is sufficient to compensate Azusa for the administrative costs of the
program. The portion of the fees collected that are over and above Azusa's administrative costs
will be used to fund employee incentive programs.
-2-
7
7. Assignment. No assignment of this Agreement shall be permitted without the
written consent of Azusa, which consent may be granted or withheld in Azusa's sole and
absolute discretion.
8. Notice. Any notices required or desired to be sent pursuant to this Agreement
shall be addressed as follows:
AZUSA CHARTER
City of Azusa Charter Communications
Azusa Light & Water Department 2215 West Mission Road
729 N. Azusa Ave. P. O. Box 1451
Azusa, California 91702 Alhambra, California 91802-1451
9. Attorneys' Fees. In the event any action is commenced to enforce or interpret any
term or condition of this Agreement, in addition to costs and any other relief, the prevailing party-
shall
artyshall be entitled to reasonable attorneys' fees.
10. Entire Agreement: Termination. This Agreement contains the entire Agreement of
the Parties hereto with respect to the matters contained herein. Either Party may terminate this
Agreement by providing thirty (30) days written notice to other Party of such termination.
11. Effective Date. This Agreement shall be effective upon execution by both
Parties.
12. Signatures. The signatories hereto represent that they have been appropriately
authorized to execute this Agreement on behalf of the Party for whom they sign. This
Agreement may be executed in any number of counterparts. All such counterparts shall be
deemed to be originals and shall together constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
-3-
AZUSA LIGHT & WATER CHARTER COMMUNICATIONS
m
Cristina C. Madrid, Mayor
ATTEST
Vera Mendoza, City Clerk
APPROVED AS TO FORM
City Attorney
Is
Date:
AZUSA LIGHT & wx. ER
Proposed Pilot Employee Incentive Program
To be paid out quarterly as gift certificates to well-known area stores as follows:
• 88% to be shared evenly among customer service representatives
• 2% to the employee with the most referrals, and
• 10% to be shared equally among field service representatives and meter
readers
AZUSA
AGENDA ITEM
III. 2_
TO: HONORABLE AZUSA CITY COUNCIL/ AZUSA UTILITY BOARD
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES ,
DATE: SEPTEMBER 24, 2001 —
SUBJECT: ADOPT RESOLUTION AMENDING RULES AND REGULATIONS
REGARDING
(A) LATE PAYMENT PENALTY
(B) NIST/USNO TIME STANDARD
(C) PAYMENT DUE DATES
(D) RESIDENTIAL ELECTRIC SERVICE WITH LIFE-SUPPORT DEVICES
RECOMMENDATION
It is recommended that the City Council adopt the attached resolution amending the
Electric and Water Rules and Regulations as proposed in Exhibits A and B.
BACKGROUND
The Light and Water Department's Rules and Regulations serve as the official record and
reference document for all matters relating to utility customer service procedures,, and
electric and water rate schedules. This is an ever changing document, as the rules are
revised and updated to reflect new operational functions, proposed rate changes, and
to correct inconsistencies and/or provide clarification. This set of proposed changes
includes all of these aspects. (See Exhibits A & B for text of proposed changes and
implementation dates.)
The most significant change included by staff is the proposed modification of the Late
Payment Penalty (Electric Rule 8, Item F, Water Rule 7, Item D). By approving the
language in Exhibit "A", the current $7.50 charge applied at the time of the Disconnect
Notice (35 days after billing) will be repealed and in its place will be a penalty of $7.50
BACKGROUND continued
or 540, whichever is greater. This change as proposed will be effective November 1,
2001 in order to give Azusa Light & Water time to notify customers of this change. This
has been approved in concept by Council on June 4, 2001 in the staff report submitted
by Assistant City Manager Person (attached).
The second proposed change is the adoption of the United States Department of
Commerce National Institute of Standards and Technology (NIST) and the U. S. Naval
Observatory (USNO) time standard. This change_ is proposed for immediate
implementation and inclusion in the Preliminary Statement section of both the Electric
and Water rules. Currently, the Department does not have an officially acknowledged
time standard, and yet time is an integral part of daily operations, especially in the areas
of Time -of -Use electrical service, time stamping of transactional records, and customer
deadlines. Within the Department time is determined from many sources varying from
the time service provided by the phone company to some who use the Internet. The
NIST and USNO are the official timekeepers of the United States and therefore provide
the most logical standard for a local government entity such as the Azusa Light & Water
Department. An additional benefit is that staff and customers can easily verify the time
by which the Department is operating by visiting www.time.gov.
The third set of changes are being included for purposes of clarification and improved
documentation; no operational effect will result from these items. In order to provide
objective standards, issues of timing should be unequivocal as to when items are due,
delinquent, or eligible for disruption. In the interest of providing very specific standards
and cut off times, staff proposes to include the language in Exhibit "A" as part of Electric
Rule 8, Item C (1,2,3) and Water Rule 7, Item B (1,2,3). These deadlines are a vital part
of customer account processing, and are provided for the benefit of customers as well
as Azusa Light & Water. These changes are proposed for immediate inclusion in the
Rules and Regulations.
The fourth set of changes is to add to the life support rate schedule RL, heating and/or
coolingas medically required for the following illnesses: paraplegia, quadriplegia, multiple
sclerosis, scleroderma, life-threatening illnesses, and compromising immune system
illnesses. This follows California Public Utility Commission Regulations that investor-
owned utilities follow and also three municipal utilities surveyed, Riverside, Glendale, and
Colton, follow. These changes reduce a portion of the financial burden for those
customers suffering from serious illnesses and requiring additional electricity for medical
devices or survival.
FISCAL IMPACTS
There are no financial impacts associated with adopting; either the time standard or the
payment due dates; these changes are only intended to formalize and clarify existing
practices. The financial impacts associated with the Late Payment Penalty were included
in the staff report submitted by Assistant City Manager Person (see attached). Additional
costs associated with the life support schedule RL •changes are unknown but are
estimated to be nominal to the utility.
EXHIBIT "A"
Proposed Changes to Rules and Regulations
ELECTRIC RULE CHANGES
Changes to take effect Immediately are highlighted in bold.
Changes to take effect November 1, 2001, text to be deleted is highlighted in strikeom.
Changes to take effect November 1, 2001, text to be added is highlighted in underline.
Text that is not highlighted is current and is being provided for context and reference.
Amendment to Preliminary Statement
7. Official Time: The Azusa Light & Water Department recognizes as its official referenced
time standard for all service metering and transactional activities the time as recorded
_ by the United States Department of Commerce National Institute of Standards and
Technology (NIST) and the U. S. Naval Observatory (USNO).
Amendments to RULE NO. 8 - RENDERING AND PAYMENT OF BILLS
PAYMENT Of BILLS. All bills are due and payable on presentation and each payment
should be made at the City's Light and Water Department office. Bills for connection or
reconnection of service and payments for deposits or to reinstate deposits as required
under the rules of the Utility shall be paid before service will be connected or reconnected.
DUE DATE: Bills are considered past due and subject to a LATE PAYMENT PENALTY
if payment is not received in the Light & Water office by the close of business on
the 20th calendar day after the date of presentation. If the 20" calendar day falls
on a weekend or holiday, the DUE DATE will be the next business day. On or after
the 21" calendar day, customers shall receive a PAYMENT REMINDER notice
notifying them of their past due status.
2. DELINQUENT DATE: Bills are considered delinquent and subject to additional
penalties if payment is not received in the Light a Water office by 4:00 PM on the
15'h calendar day after the DUE DATE. If the IS" calendar day falls on a weekend
or holiday, the DELINQUENT DATE will be the next business day. On or after the
I5'b day, customers shall receive a DISCONNECT NOTICE notifying them of their
delinquent status and pending disruption of service.
3. DISCONNECT DATE: Accounts are considered subject to disruption of service and
additional penalties If payment is not received in the Light ✓i Water office by close
of business on the day prior to the DISCONNECT DATE shown on the DISCONNECT
NOTICE. If the DISCONNECT DATE falls on a weekend or holiday, the DISCONNECT
DATE will be the next business day.
E. LATE PAYMENT PENALTY.
disco ti tuet ice of se vice for io ipaynte it, a cl arge of $7.50 oill be imposed at t! e ti e
se. vice is disco itm tied. An account with a total past due balance exceeding $5.00 shall b
the total outstanding account balance on the DELINQUENT DATE.
Amendment to SCHEDULE RL, RESIDENTIAL SERVICE WITH -1 -1 -FE -SUPPORT DEVICES
SPECIAL CONDITIONS:
I. Each eligible residential customer may be allowed an additional lifeline quantity of
electricity. upon application to the utility where such customer provides certification that a full-time
resident of the household regularly requires the use of an essential life-support device which is defined
below:
Aerosol Tents
Compressors
Hemodialysis Machines
Electrostatic Nebulizers
Electric Nerve Stimulators
IPPB Machines
Iron Lungs
Quadriplegia
Scleroderma
Compromising Immune system illnesses
WATER RULE CHANGES
Motorized Wheelchairs
Pressure Pads
Pressure Pumps
Respirators (all types)
Suction Machines
Ultrasonic Nebulizers
Paraplegia
Multiple Sclerosis:
Life-threatening Illnesses
Changes to take effect Immediately are highlighted in bold.
Changes to take effect November 1, 2001, text to be deleted is highlighted in strikeout.
Changes to take effect November 1, 2001, text to be added is highlighted in underline.
Text that is not highlighted is current and is being provided for context and reference.
Amendment to Preliminary Statement
S. Official Time: The Light & Water Department recognizes as its official referenced time
standard for all service metering and transactional :activities the time as recorded by
the United States Department of Commerce National Institute of Standards and
Technology (NIST) and the U. S. Naval Observatory (USNO).
Amendments to RULE NO. 7 - RENDERING AND PAYMENT OF BILLS
B. PAYMENT OF BILLS. All bills are due and payable on presentation and each payment
should be made at the City's Light and Water Department office. Bills for connection or
reconnection of service and payments for deposits or to reinstate deposits as required
under the rules of the Utility shall be paid before service will be connected or reconnected.
DUE DATE: Bills are considered past due and subject to a LATE PAYMENT PENALTY
If payment Is not received In the Light & Water office by the close of business on
the 20th calendar day after the date of presentation. If the 20" calendar day falls
on a weekend or holiday, the DUE DATE will be the next business day. On or after
the 21" calendar day, customers shall receive a PAYMENT REMINDER notice
notifying them of their past due status.
2. DELINQUENT DATE: Bills are considered delinquent and subject to additional
penaltles if payment is not received in the Light & Water office by 4:00 PM on the
15'h calendar day after the DUE DATE. If the 15`" calendar day falls on a weekend
or holiday, the DELINQUENT DATE will be the next business day. On or after the
I5'h day, customers shall receive a DISCONNEC1i NOTICE notifying them of their
delinquent status and pending disruption of service.
3. DISCONNECT DATE: Accounts are considered subject to disruption of service and
additional penalties if payment Is not received In the Light & Water office by the
close of business on the day prior to the DISCONNECT DATE shown on the
DISCONNECT NOTICE. If the DISCONNECT DATE falls on a weekend or holiday, the
DISCONNECT DATE will be the next business day.
L ATE PAYMENT PENALTY. If am secount becomes de"mcitiemt and subject t-,
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL. OF THE CITY OF
AZUSA, CALIFORNIA, AMENDING THE SCHEDULE OF
CHARGES AND RULES AND REGULATIONS GOVERNING
THE ELECTRIC AND WATER SERVICE SUPPLIED BY THE
LIGHT AND WATER DEPARTMENT OF THE CITY OF
AZUSA.
WHEREAS, pursuant to Section 78-37 of the Azusa Municipal Code, the City
Council may from time to time establish and amend its Schedule of Charges and Rules
and Regulations concerning utility services provided by its Light and Water Department;
and
WHEREAS, Azusa Light & Water uses time recording and date standards in
many aspects of operations; and
WHEREAS, the official time standard of the United States is maintained by
United States Department of Commerce National Institute of Standards and —
Technology (NIST) and the U. S. Naval Observatory (USNO); and
WHEREAS, Azusa Light & Water has established procedures requiring
formal clarification; and
WHEREAS. Azusa Light & Water proposes to implement changes affecting
Late Payment Penalties: and
WHEREAS. Azusa Light & Water proposes additions to the life support rate
schedule; and
WHEREAS. Azusa Light & Water proposes tc implement the following
additions and changes to the current Charges and Rules and Regulations:
t. Electric Preliminary Statement and Water?reliminary Statement:
Amendments to add official recognition of the NIST/USNO time standard
as the official referenced time standard.
2. Electric Rule 8 ,Item C, and Water Rule 7, Item B: Adding language
clarifying dates and times for Due Date, Delinquent Date, and Disconnect
Date.
3. Electric Rule 8 ,Item F, and Water Rule 7, Item D: Striking current text and
replacing with the greater of $7.50 or 5% Late Payment Penalty at the
time of Late Payment Notice.
4. Electric Rate Schedule RL: Adding heatinc and/or cooling as medically
required for listed serious illnesses.
;and
WHEREAS, these modifications are intended improve and enhance the
service which the Light & Water Department provides to the community and customers
and will bring greater clarification to existing procedure; and
WHEREAS, the City Council has determined that the proposed changes are
based on staff analysis and recommendation.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF AZUSA,
CALIFORNIA, DOES FIND AND DECLARE THAT:
SECTION 1. Adoption of Amendments. The City Council hereby adopts
the amendment to the Schedule of Charges and Rules and Regulations set forth in
Exhibit "A" which is attached to this Resolution and is incorporated herein as set forth in
full.
SECTION 2. Effective Date. The amendments to the Charges and Rules
and Regulations noted as Items 1 and 2 above shall become effective on October 1,
2001 and Items 3 and 4 above shall become effective November 1, 2001.
PASSED, APPROVED AND ADOPTED this 24th day of September,
2001.
Cristina C. Madrid,
Mayor
ATTEST:
Vera Mendoza
City Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF AZUSA )
I, Vera Mendoza, City Clerk of the City of Azusa, do hereby certify that the
foregoing Resolution No. was duly introduced and adopted at a regular
meeting of the Azusa Light 8 Water Utility Board on the 24' day of September, 2001,
by the following vote, to wit:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
Vera Mendoza,
City Clerk
PRELIMINARY STATEMENT
1. Rate Applicability and Rules: The application, interpretation and
administration of the provisions herein are subject to such rules and
regulations as may be provided and prescribed by the Director of Utilities of
the City of Azusa and as approved by the City Council of the City of Azusa.
2. Definition of Customer: The term "customer" is hereby defined as
meaning a person, private or public corporation, co -partnership,
unincorporated association, the United States, the State of California, any
County or any governmental agency who makes written application and is
entitled to service under the Utility's rules.
3. Temporary or Speculative Service: Service: will not be rendered in
temporary or speculative loads unless such customer shall first sign an
"Agreement for Installation and Removal of l?lectric Distribution Facilities
for Supplying Electrical Energy for Power and Lighting Service", and
advance the "up and down" cost of installing and removing the necessary
facilities to serve such loads.
4. Contracts: The City may require a contract as a condition of service for
any type of load to be served.
5. The Director of Utilities may establish and enforce charges for furnishing
electricity and water to any installation of a character not adequately
provided for by these rules and rates, provided that such charges shall be
consistent with the rates and charges prescribed herein.
6. Application of Fuel Cost Adjustment: The Fuel Cost Adjustment Factor
(FCAF) is a charge per KWH which is used. to adjust Azusa's electric rates
for the actual cost of purchasing and generating electric power and energy
to serve Azusa's customers. The FCAF may be either positive or negative to
reflect actual and projected changes in power costs.
PRELIMINARY STATEMENT CONTINUED
Official Time: The Light & Water Department recognizes as its official
referenced time standard for all service metering and transactional activities
the time as recorded by the United States Department of Commerce
National Institute of Standards and Technology (NIST) and the U. S. Naval
Observatory (USNO).
I � �
AGENDA ITEM
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: ROBERT K. PERSON, ASSISTANT CITY M/WAGER
VIA: RICK COLE, CITY MANAGER/r—
DATE: APRIL 16, 2001
SUBJECT: APPROVAL OFA LATE PAYMENT PENALIY ON UTILITY BILLS
RECOMMENDATION
It is recommended City Council direct the City Attorney to prepare the necessary ordinance
and resolution to implement a late payment penalty on utility bills.
BACKGROUND
In 1999, Navigant Consulting presented the City of Azusa with three revenue raising
recommendations. Those were the construction of a youth amusement center, restructuring
of street sweeping operations and the imposition of it late payment penalty on utility bills.
Presented herein is staff's recommendations for the implementation of the late payment
penalty on utility bills.
The concept of assessing a penalty fee on delinquent bills is not a novel one. Such penalties
are charged on late payment of obligations like taxes, citations, and so on. Similarly, late fees
are applied to delinquent accounts such as rents, mortgages, credit cards, and utility services.
The rationale for assessing a penalty or late fee is based on the dual consideration of
consequence and cost. Whereas a penalty fee is assessed primarily as a penalizing action for
undesirable behavior, a late fee is charged for the sole purpose of recovering the costs
associated with the late payment. In either case, revenues are generated as a result of the
measure.
In the case of Azusa, the city issues a number of bills which are obligations to be paid by the
recipients. The bills issued with the greatest degree of regularity are utility bills. For these
bills, the city incurs significant additional cost relative to a delinquent account as compared to
an account that is paid on time. For example, the regular bills are mailed for all accounts. For
the customer or business that pays on time, no additional cost is incurred by the city in the
effort to collect the outstanding receivable. However, for the delinquent account, a
"delinquent bill" is generated. If the utility account continues to be delinquent subsequent
collections are taken up to and including the shutting off of the utilities.
In a survey of 40 California utilities of various sizes, customer demographics and geography,
16 (40%) assessed a delinquency penalty or late fee. The predominant method of
assessment is based on a percentage factor of the delinquent amount. The penalty or fee
ranged from I% to 20% of the outstanding balance. For utilities charging a Flat fee, the
charges ranged from $2.00 to $ 12.77.
Current Billing Practice
The City currently bills utility customers with a request to remit payment within 21 days of the
billing date. When that 21 day period elapses, the City notifies the customer that they have
15 additional days to remit payment or risk disconnection. There is no penalty associated
with ignoring the first request for payment. If payment is not received within the second 15
day period then a $7.50 late penalty is assessed against the customer, regardless of the
amount of the outstanding balance. The $7.50 late penalty amount is based on the
estimated cost of staff going to customers' homes to place a door hanger notifying them of
their delinquent status; a practice no longer utilized, thereby making the basis of the late
charge unfounded.
The Proposed Billing Practice
Staff is recommending that a 5% penalty be imposed on all utility bills that are delinquent
beyond the initial 21 day payment period on balances over $150.00. This recommendation
aims to achieve the following goals:
1. Create a new revenue stream for the General Fund: Currently, the utility receives all
income related to the $7.50 late payment fee. The utility has agreed to make the new late
payment fees a source of revenue to the General Fund.
2. Relieve lower income residents of an onerous late charge: Currently, all utility customers
are charged $7.50 in late payment penalties, regardless of the amount of the outstanding
balance. Staff believes this is a regressive and inequitable way of assessing lower income
customers who may already be having financial difficulty in paying the balance itself. Staff is
proposing that the 5% penalty on outstanding balances beyond $150.00 helps lower income
residents keep current on smaller bills while discouraging those same customers not to ignore
their bills by exceeding a $150 balance and Incurring the penalty.
3. Provide an incentive to larger customers to pay their bill on time: As stated above, the
current $7.50 penalty payment applies to all customers, regardless of their outstanding
balance. For many businesses with large outstanding balances, the current billing practice
becomes an incentive not to pay their bill on time. The larger the outstanding balance, the
less significant a $7.50 late charge becomes. The longer those funds can be earning interest
that exceed the $7.50 penalty, the less incentive to pay on time. By assessing a 5% late
payment penalty promptly, the customer is more likely to settle larger balances on time to
avoid the penalty which may approximate or exceed their interest earnings. In either case,
the City benefits from the prompt payment of the bill, allowing the City to earn additional
interest on those funds, or from late payment of the bill, allowing the Cify to capture an
additional 5% on the outstanding balance.
m r
4. Reduce the utility's operating costs by reducing the cost related to a second "delinquent"
billing process. To underscore the current situation, utility staff estimate that over 50°x, of its
customers are issued second notices. That is not surprising since there is no incentive to pay
the bill on time.
In summary, the current Flat fee structure is inherently biased against residential and other
small customers who generally have lower bills and thus, lower delinquent balances. Yet,
there are more residential customers subject to the late fee. The Flat fee is insensitive to the
amount at risk - the delinquent balance. Therefore, it may be financially strategic for some
major customers to carry substantial delinquent balances as the cost is negligible.
Customer Service Impact
Staff is proposing that a utility bill stuffer be prepared to insert into a full cycle of bills, to
every customer, explaining the implementation of this new fee and how to avoid being
penalized. It is anticipated that the fee could be implemented in September of this year
following this customer service strategy. This would also allow staff to bring forward any
necessary ordinances, resolutions, or amendments to the Electric and Water Rules and
Regulations.
FISCAL IMPACT
A snapshot in time reveals that if the late fee were to be implemented today, it would
generate close to half a million dollars annually. However, that is assuming the same
outstanding balances would exist and no corrective action taken by the customers.
Therefore, it is recommended that we anticipate revenue not to exceed $200,000 due to
anticipated corrections and implementation three months into the fiscal year.
In accordance with the terms of the agreement with Navigant, they would receive 25% of this
revenue for a period of 36 months. Staff is reviewing :he agreement with Navigant to
determine if this arrangement could be amended to improve the City's position. That
information will be brought to Council with any required rule changes, resolutions and
ordinances necessary for the implementation of this fee.
AGENDA ITEM
III. 3
MEMORANDUM
TO: HONORABLE AZUSA CITY COUNCIL/UTILIJY BOARD
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: SEPTEMBER 24, 2001
SUBJECT: AWARD ARCHITECTURAL SERVICES CONTRACT FORYARD OFFICE BUILDING
Recommendation
It is recommended that City Council award architectural services contract to Henry Woo
Architects, Inc. for designing an office/carport building in Angeleno Yard for $155,500, and
additional $15,000 as a budget for Geotechnical Report and Site Survey and Grading.
Backwound
As a part of Public Works Department reorganization staff had recommended to increase
office space, locker rooms, shower/restroom facilities in Angeleno Yard, so all divisions
working out of it will have the necessary amenities. We identified the most logical location
recognizing already tight space within the yard, the conclusion was to rebuild a two-story
building where Electric Division's truck shed and warehouse is located now. Ground level will
remain as garages and upper level be designed for offices, locker room, shower/restrooms,
s and one additional amenity - a multi-purpose meeting and training room. It is also being
recommended by one architect that staff evaluate the city yard's future potential needs in
office space during program phase of the project to explore extending the second level above
the driveway east of the existing truck shed. With inputs from different divisions working out
of the Angeleno Yard, staff will present to City Council the final design for your information
and comments.
Staff solicited Request for Qualifications from ten small to medium architectural firms in and
around San Gabriel Valley. Only four responded. We interviewed all four on September 12,
and the panel short listed to two finalists. In comparison of their experiences in working with
municipal projects and the fees, the panel unanimously selected Henry Woo Architects, Inc..
Page 2: Award Architectural Services Contract for Yard Office Building
Fiscal Impact
City Council approved amended CIP budget on August 20 of $1,750,000 for this project.
The bulk of the budgeted funds will not be expended until fiscal year 2002-2003. It is being
contemplated that this project might be financed through a short term financing if interest
rate is favorable.
INFORMATIONAL ITEM
III. 4
MEMORANDUM
TO: HONORABLE CITY COUNCIL/ AZUSA UTILITY ISOARD
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES<-��
DATE: SEPTEMBER 24, 2001 — V
SUBJECT: ATTACHED AGENDA ITEM NO. 111, 4, REGARDING POSITION CLASSIFICATION
PLAN AND COMPENSATION PLAN CHANGES
The attached agenda item is the same as the one which went before the City Council at its
regular meeting on September 17, 2001, however, a revised resolution is attached which
excludes the Director of Utilities position.
The City Council/ Azusa Utility Board may choose to approve the resolution as attached, or
make changes as desired.
Z �6O�
IF r •
CONSENT ITEM
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: VICTORIA CROSS, DIRECTOR OF HUMAN RESOURCES/PERSONNEL OFFICER
VIA: RICK COLE, CITY MANAGER
DATE: SEPTEMBER 17, 2001 —
SUBJECT: AMENDMENT TO THE CITY'S POSITION CLASSIFICATION PLAN ESTABLISHING
POSITIONS OF POWER RESOURCES SCHEDULER, CUSTOMER CARE OPERATIONS
SUPERVISOR, SENIOR POLICY ANALYST/ASSISTANT TO THE DIRECTOR OF
UTILITIES; AND AN AMENDMENT TO THE CITY'S COMPENSATION PLAN FORTHE
CLASSIFICATIONS OF DIRECTOR OF UTILITIES; PUBLIC INFORMATION OFFICER,
AND ASSISTANT DIRECTOR OF RESOURCE'i MANAGEMENT
RECOMMENDATION
It is recommended that the City Council approve and adopt: 1) The attached class specifications
establishing the positions of and compensation for Power Resources Scheduler, Customer Care
Operations Supervisor, Senior Policy Analyst/Assistant to the Director of Utilities; 2) The
amended compensation for the classifications of Director of Utilities, Public Information Officer
and Assistant Director of Resource Management. Pursuant to the City of Azusa Civil Service
Rules, Section 3, the City Council, upon recommendation of the Personnel Board, shall approve
amendments to the City's Classification Plan.
BACKGROUND
Presently, the Light and Water Department is not provided with adequate staff to effectively and
appropriately handle power management as a result of deregulation. As the Light and Water
Department has considered all options to effectively administer power management, the best
option at this time is to internally administer power management and not out -source the
responsibility. As such, the position of Power Resoun:es Scheduler has been created. The
position is in line with the existing positions within the Power Resources section of the Utilities
Department. This position will be assigned under the Compensation and Salary Memorandum
covering Non -Represented Classified Positions with a monthly salary range of $5,131 -$6,237.
(Exhibit 1)
A recent review of the existing class specifications for the positions of Senior Policy Analyst/
Assistant to the Director of Utilities (formerly "Senior Management Analyst/integrated Solid
Waste Coordinator") and Customer Care Operations Supervisor (formerly "Customer Services
r.
Supervisor") revealed the need for an update to the current description of job duties to reflect -�
the actual duties performed by each position.
Substantive changes in the duties of the Senior Policy Analyst/Assistant to the Director Utilities
classification include additional responsibilities in the monitoring and response to legislative bills
and policies pertaining to the Utilities Department. Additionally, the position has evolved to
handle energy related issues and analysis of recent changes in utilities administration. The
qualification guidelines for this position were also revised to include the preferred education level.
A salary survey was conducted of the market position of Assistant to the City Manager as this
benchmark position most closely matches the level of responsibility and duties assumed by the
position of Senior Policy Analyst/Assistant to the Director of Utilities. This position remains
assigned under the Compensation and Benefits Memorandum covering the Middle Management
Classified Positions and the monthly salary range is revised to $5,228-$6,355 (formerly $4,546-
$5,504). (Exhibit 2)
The classification of Customer Care Operations Supervisor has also evolved in function as the
Utilities Department has placed great emphasis on the "customer service" operations. A recent
review of the classification title for the supervisory position assigned revealed the need to update
the class specification title to better reflect the "care in operations" philosophy. This title revision
is in line with the existing management level position of Assistant Director of Customer Care and
Solutions. A salary survey was conducted of the market for this position and the data revealed
the need for an adjustment to the existing salary range. The position of Customer Care
Operations Supervisor remains assigned under the Compensation and Benefits Memorandum
covering the International Brotherhood of Electrical Workers (IBEW) and the monthly salary range
is revised to $4.059 - $4,933 (formerly $3,327-$4,022). (Exhibit 3)
Additionally, a compensation review was conducted for three (3) key Utilities Department
classifications which included Director of Utilities, Public Information Officer and Assistant
Director of Resources Management. The salary survey data for each of the three positions
were reviewed in consideration of the comparable market and competitiveness within the
market. As each position was under the competitive market average, equitable salary
adjustments were determined based upon the survey data attached (Exhibits 4, 5 8.6).
The monthly salary for the classification of Director of Utilities is revised to be $10,193 - $12,389
(formerly $8,941 - $10,895). This position will remain under the Compensation and Benefit
Memorandum for Executive Management. The Public Information Officer monthly salary range
is revised to $4,347 - $5,283 (formerly $4,140 $4,998). Lastly, the Assistant Director of
Resources Management will remain under the Compensation and Benefit Memorandum covering
Middle Management Positions and the monthly salary range is revised to $7,940 - $9,652
(formerly $6,995 - $8,503).
FISCAL IMPACT
The annual fiscal impact for the recommended adjustments total $157,515 and are detailed as
follows:
• Power Resources Scheduler was included in the approved Utility Department Budget for
the Fiscal Year 2001-02. The funding for this position is $61,572 salary + $25,593
benefits = $87,165.
Increase in the compensation cost for the reclassified position of Customer Care
Operations Supervisor is $10,932 salary + $2,733 benefits = $13,665 and will be
absorbed by the Utilities furid.
• Increase in the compensation cost for the reclassified position of Senior Policy
Analyst/Assistant to the Director of Utilities is $10,212 salary + $2,553 benefits =
$12,765 and will be shared between Solid Waste and Utility funds.
• Increase in the compensation cost for the Director of Utilities is $17,928 salary + $4,482
benefits = $22,410 and will be absorbed by the Utilities fund.
• Increase in the compensation cost for the Public linformation Officer is $3,420 salary +
$855 benefits = $4,275 and will be absorbed by the Utilities fund.
• Increase in the compensation cost for the Assistant Director of Resources Management
is $13,788 salary + $3,447 = $17,235 and will tie absorbed by the Utilities fund.
Attachments:
Exhibit 1 - Power Resources Scheduler Class :specification
Exhibit 2 - Sr. Policy Analyst/Assist. to the Director of Utilities Class Specification &
Salary Survey
Exhibit 3 - Customer Care Operations Supervisor Class Specification &Salary Survey
Exhibit 4 - Director of Utilities Salary Survey..
Exhibit 5 - Public Information Officer Salary Survey
Exhibit 6 - Assistant Director of Resources Management Salary Survey
RESOLUTION NO.
A RESOLUTION Of THE CITY COUNCIL OF THE CITY OF AZUSA
AMENDING THE CITY'S CLASSIFICATION PIAN AND ESTABLISHING COMPENSATION
FOR THE CLASSIFICATIONS OF POWER RESOURCE SCHEDULER. SENIOR POLICY
ANALYST/ASSISTANT TO THE DIRECTOR OF UTILITIES, CUSTOMER CARE OPERATIONS
SUPERVISOR, DIRECTOR OF UTILITIES, PUBLIC INFORMATION OFFICER AND ASSISTANT
DIRECTOR OF RESOURCES MANAGEMENT
WHEREAS, the Municipal Code and Civil Services Rules of the City of Azusa require that
amendments or revisions to the Position Classification Plan be approved by Resolution of the City Council:
and.
WHEREAS, It has been determined that the classification of Power Resources Scheduler under
Non -Represented Positions, the classifications of Senior Policy Analyst/Assistant to the Director of Utilities.
Public Information Officer and, Assistant Director of Resources Management are under the Middle
Management, Director of Utilities is under Executive Management, and the classification of Customer
Care Operations Supervisor Is represented by the International Brotherhood of Electrical Workers (IBEW):
WHEREAS. It has been determined that the appropriate monthly compensation for the above
titled positions are effective September 10, 2001 and as follows:
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Azusa does hereby
adopt the above salary ranges for the classifications of Power Resources Scheduler. Senior Policy
Analyst/Assistant to the Director of Utilities, Public Infornation Officer, Assistant Director of Resources
Management, Director of Utilities, and Customer Care Operations Supervisor, thereby amending the City's
Position Classification Plan.
PASSED AND ADOPTED by the City Council of the City of Azusa at a regular meedng held on
the 10th day of September 2001 .
OF THE CITY OF AZUSA
ATTEST:
CITY CLERK OF THE CITY OF AZUSA
STATE OF CALIFORNIA)
SS
COUNTY OF LOS ANGELES)
I HEREBY CERTIFY that the foregoing Resolution was dulyadopted ata regular meeting of said
City Council on the 1 Oth day of September 2001, by the follow roll call vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCIL MEMBERS
CITY CLERK OF THE CITY OF AZUSA
Power Resources Scheduler
Range:
Step t
Step 2 Step 3
Step 4
Step 5
$5,131
$5.388 $5.657
$5,940
$6,237
Senior Policy
Analyst/Assistant to the Director of Utilities
Range:
Stepl
Step 2 Step 3
Step 4
Step 5
$5,228
$5,489 $5,764
$6,052
$6.355
Customer Care Operations Supervisor
Range:
Step 1
Step 2 Step 3
Step 4
Step 5
$4.059
$4,262 $4,475
$4,699
$4,933
Director of Utilities
Range:
Step 1
Step 2 Step 3
Step 4
Step 5
$10,193
$10,702 $11.237
$11.799
$12.389
Public Information Officer
Range:
Step 1
Step 2 Step 3
Step 4
Step 5
$4,347
$4,564 $4,793
$5.032
$5.283
Assistant Director of Resources Management
Range:
Step 1
Step 2 Step 3
Step 4
Step 5
$7,940
$8,337 $8,754
$9.192
$9,652
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Azusa does hereby
adopt the above salary ranges for the classifications of Power Resources Scheduler. Senior Policy
Analyst/Assistant to the Director of Utilities, Public Infornation Officer, Assistant Director of Resources
Management, Director of Utilities, and Customer Care Operations Supervisor, thereby amending the City's
Position Classification Plan.
PASSED AND ADOPTED by the City Council of the City of Azusa at a regular meedng held on
the 10th day of September 2001 .
OF THE CITY OF AZUSA
ATTEST:
CITY CLERK OF THE CITY OF AZUSA
STATE OF CALIFORNIA)
SS
COUNTY OF LOS ANGELES)
I HEREBY CERTIFY that the foregoing Resolution was dulyadopted ata regular meeting of said
City Council on the 1 Oth day of September 2001, by the follow roll call vote:
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCIL MEMBERS
CITY CLERK OF THE CITY OF AZUSA
Date Adopted:
Class Code:
CITY OF AZUSA
POWER RESOURCES SCHEDULER
EXHIBIT 1
DEFINITION
Under administrative direction, plans, directs, manages and participates in activities which
enhance the city's power resources; prepares daily energy schedules and tags, submits
energy schedules for validation; provides responsible and complex administrative support
including the validation, accounting, and reconciliation of power purchases and sales;
performs related duties as required.
CLASS CHARACTERISTICS
This single position class reports directly to the Power Resources Coordinator.
ESSENTIAL FUNCTIONS
Proves and updates daily load forecasts, prepares daily energy schedules and NERC tags
and confirm schedules with transaction counter parties.
Provides administrative support for the demand reduction programs.
Accurately maintains and updates the energy cost, market information, and system condition
databases.
Analyzes unusual situations and resolves themthrough application of management principles
and practices.
Assists in managing wholesale and retail services. and activities within the Utilities
Department.
Assists in projects related to the city's wholesale power requirements on a daily basis and
assists in anticipating the city's load forecast based upon growth trends, weather and other
conditions.
Assists in performing the necessary scheduling of the city's resources through phone calls,
and PC system interfaces.
Assists in the monitoring of electricity market conditions and city's load consumption.
Page 1 of 2
POWER RESOURCES SCHEDULER
Class Specification
QUALIFICATIONS GUIDELINES
Education and/or Experience
Any combination of education and/or experience that has provided the knowledge, skills and
abilities necessary for satisfactory job performance. An ideal combination would be
graduation from an accredited college/university with a Bachelor's Degree in Marketing,
Public or Business Administration, Finance, Engineering, Science or related field.
Knowledge, Skills and Abilities
Thorough working knowledge of personal computer applications and software programs;
knowledge of pertinent federal, state and local policies, procedures, laws and regulations
related to power resources; general knowledge of electric and water utility operations; ability
to communicate clearly and concisely, both orally and in writing; operate a variety of personal
computer and other computer software programs; represent the City in a variety of meetings
regarding energy scheduling; prepare and administer accurate energy reporting; analyze
unusual situations and resolve them through application of appropriate principles and
practices; ability to attend various meetings and related functions during normal working
hours and outside working hours; establish and maintain effective working relationships with
co-workers and related agencies; ability to obtain and maintain a valid Class C California
Driver's License and a satisfactory driving record; perform other related duties as required.
Special Requirements
Possession or ability to obtain a valid Class C California Driver's License and a satisfactory
driving record.
Page 2 of 2
J
EXHIBIT 2
Date Adopted:
Class Code:
CITY OF AZUSA
SENIOR POLICY ANALYST/ASSISTANT TO THE DIRECTOR OF UTILITIES
DEFINITION
Under general direction, provides professional administrative assistance and manages and/or
coordinates administrative activities for the Director of Utilities; administers the City's Refuse
Collection Franchise Agreement; plans and directs functional areas as assigned; performs other
related duties as assigned.
CLASS CHARACTERISTICS
This single position classification is a professional level administrative assistant requiring
independentjudgement in the execution of duties, typically sensitive and impact Utility operations.
This position is FLSA exempt and considered an administrative generalist and may be assigned
specific administrative duties within a broad range of administrative operations.
ESSENTIAL FUNCTIONS
Develops, implements and monitors integrated waste management and recycling programs for
residential and commercial customers in order to reduce waste to comply with AB 939; develops
and implements procedures and recommends related policies in compliance with existing taws and
regulations.
Coordinates City-wide household hazardous waste collection program in conjunction with other
public and private agencies.
Represents the City to Federal, State, County agencies, community associations, committees,
boards and organizations on issues related to integrated waste management and recycling
programs and utilities.
Develops, writes and maintains information and materials related to integrated waste management
and recycling programs for public information; assists the Public Information Officer with the
dissemination of information regarding these programs; presents information and programs related
to integrated waste management and recycling programs to City Council, business associations,
homeowners associations, school groups, and other organizations.
Prepares grant proposals and monitors grants; develops contracts; prepares bids and agreements
for recycling services; works with contractors to ensure compliance with the terms and conditions
of contracts; calculates and negotiates refuse rate adjustments.
Monitors environmental rules, regulations and legislation to determine the impact on City
operations.
Prepares and monitors the budget for integrated waste management and recycling programs;
assists with rate restructuring studies.
Prepares reports, agenda items and informational items forthe City Council and Federal and State
agencies; briefs the City Council, City managerand other City staff on matters relating to integrated
waste management and recycling programs and utilities.
Page 1 of 2
SENIOR POLICY ANALYST/ASSISTANT TO THE DIRECTOR OF UTILITIES
Class Specification
ESSENTIAL FUNCTIONS (Continued)
Responds to inquiries and handles complaints related to integrated waste management and
recycling programs; initiates appropriate actions to resolve problems
QUALIFICATION GUIDELINES
Education and/or Experience
Any combination of education and/or experience that has provided the knowledge, skills, and
abilities necessary for satisfactory job performance. Ideal combination includes a Bachelor's
Degree from an accredited college/university in Business or Public Administration, Environmental
Studies or a related field and three (3) years of progressively responsible experience.in the
development, coordination and implementation of integrated waste management and recycling
programs. A Master's Degree in a related field is desirable.
Knowledge. Skills and Abilities
Considerable knowledge of practices, techniques, and equipment used in integrated waste
management and recycling operations; AB 939, local, State and Federal legislation pertaining to
integrated waste management and recycling programs; promotional and marketing techniques;
State reporting requirements; grant preparation and contract administration techniques; research
methods; principles and practices of public administration, budgeting and public relations. Some
knowledge of the principles and practices of supervision; computer operations and a variety of
software applications; recent developments, current literature and sources of information related
to resource efficiency such as waste management and recycling; communicate clearly and
concisely, both orally and in writing; research and prepare reports on a variety of subjects establish
and maintain effective relationships with the community, business and City staff; prepare public
information materials and make presentations to residential and business customers; deal
effectively with conflict and develop effective resolutions; make presentations and develop
marketing materials; prepare and administer the budget for the department; analyze unusual
situations and resolve them through application of management principles and practices; prepare
public information materials and make presentations to residential and business customers;
prepare and effectively present oral and written reports, recommendations and agenda items for
staff and City Council; respond to inquiries; plan, direct and coordinate a variety of programs and
projects; establish and maintain effective working relationships with the community, businesses and
city staff; perform other related duties as required.
Special Requirements
Possession of or ability to obtain a Class C California driver's license and a satisfactory driving
record.
Paoe 2 of 2
SALARY COMPARISON - Senior Policy Analyst/Assistant to the Director of Utilities
(Comparable Benchmark Position: Assistant to the City Manager)
Survey Agency
job Twe
Range- Entry Step
Range: Top Step
City of Alhambra
Assist. to the City Manager
$4,840
$6,301
City of Cerritos
Asst. to the City Manager
$5,390
$6,727
City of Claremont
ty Manager
$5,407
$6,532
City of Colton
ity Mgr./Grants
Lto
$4,997
$6,074
City of Covina
ity Manager
$5,961
$7,246
Culver City
O
$5,698
$6,955
City of Cypress
Asst. to the City Manager
$5,150
$6,179
City of La Verne*
Asst. to the City Manager
$5,538
$6,732
City of Pasadena
Asst. to the City Manager
$6,015
$7,519
City of Rancho Cucamonga
Asst. to the City Manager
$4,969
$6,376
City of Rialto
Asst. to the City Administrator
$5,303
$6,406
CITY OF AZUSA
a
� I
Sr. Mgt. Analyst /integrated
Solid Waste Coord.
$4,546
u
$5,504
CITY OF AZUSA
Sr. Policy Analyst / Assist. to
the Director of Utilities
Proposed Salary
1 S% Increase: $5,228 - $6,355
* Note: for a 36 hr. work week, La Verne's range Is $4,984 to $6,059 per mo. Adjusted to a 40 hr. work week, the range is $5,538 to $6,732 per month.
Job Comparability Survey - 2001
EXHIBIT• 3
L
Date Adopted:
Class Code:
CITY OF AZUSA
CUSTOMER CARE OPERATIONS SUPERVISOR
DEFINITION
Under administrative direction , plans, directs, and supervises, customer care services operations
including financial record keeping and reporting, computerized billing, collection, call center and;
develops and implements billing procedures and work systems for the Customer Care Customer
Services Division; acts as general administrative assistant to the Assistant Director of Customer
Care and Solutions; performs related duties as required.
CLASS CHARACTERISTICS
This single position class reports directly to the Assistant Director of Customer Care and Solutions
and the incumbent is responsible for supervising the Customer Care Services Division.
ESSENTIAL FUNCTIONS
Plans, directs, and supervises, computerized billing, maintenance of customer records, utility call
center, financial record keeping and reporting activities of the Customer Care Services Operations.
Supervises Customer Service Representatives performing the billing processes in the preparation
of electric, water, and special billings; and supervises control systems between Customer Care
Services Division and Finance Department; recommends appropriate accounting and record
processing.
Supervises and prepares a variety of financial reports consisting of the month end billing related
reports and operational statistics.
Supervises the Customer Service Representatives responsible for handling: changes in Light and
Water rates, preparation of bank deposits, processing of payments, shut -offs for delinquent
accounts, preparation of payroll, maintenance of reading routes, reviewing of reads for potential
errors or damaged meters, writing work orders for field checks on possible problem
readings/accounts.
Confers with supervisors and managers regarding policies and problems of commercial activities;
provides assistance to the public and resolves the most difficult costumer service complaints in a
tactful and appropriate manner.
Assists in the selection of Customer Care Services Operations staff; directly supervising, training,
scheduling and assisting the work of divisional staff.
Develops and establishes work methods and standards; conducts or directs staff training and
development; reviews and evaluates employee performance; initiates appropriate disciplinary
actions.
Oversees and directs Customer Service Representatives processing mail payments, closed bill
refunds, write-off accounts for turnover to collection.
Page 1 of 2
CUSTOMER CARE OPERATIONS SUPERVISOR
Class Specfication
QUALIFICATION GUIDELINES
Education and/or Experience
Any combination of education and/or experience that has provided the knowledge, skills, and
abilities necessary for satisfactory job performance. The ideal candidate will have a Bachelor's
Degree from an accredited college/university in Public or Business Administration, Accounting, or
closely related field; and three (3) years of progressively responsible professional experience in
accounting or collection, including at least two (2) years in a supervisory capacity in a related field.
Knowledge and Skill Levels
Thorough knowledge of municipal billing & collection process, practices, and systems; reporting
requirements pertaining to municipal billing & collections; d2ta processing and computerized billing
and record keeping techniques; principles and practices of municipal budgeting, and office
administration; principles and practicesofsupervision; abilityto communicate clearlyand concisely,
both orally and in writing; research and prepare complex reports on a variety of subjects; establish
and maintain effective relationships with personnel of various departments and the general public;
plan, direct, and coordinate customer services, collections, cashiering and billing activities and
manage a division of the Utility Department; select, train, supervise and evaluate staff; represent
the City in a variety of meetings during and after normal working hours; make decisions regarding
operational and personnel functions; operate programs within allocated amounts; respond to
emergency and problem situations in an effective manner; understand, explain and apply policies
and procedures; analyze customer service situations and resolve them through application of
management principles and practices; analyze and prepare schedules, reports and statements
related to utility billings; deal constructively with conflict and develop effective resolutions; oversee
staff to determine that they accurately count, record and balance cash transactions; assist
development of new policies impacting department operations/procedures; design and install new
and improved accounting and record keeping systems; perform other related duties as required.
MARGINAL FUNCTIONS
These are position functions which may be changed, deleted or reassigned to accommodate an
individual with a disability.
SPECIAL REQUIREMENTS
Possession of and ability to maintain a valid Class C California Driver's License and a satisfactory
driving record.
Page 2 of 2
I
SALARY COMPARISON — Customer Care Operations Supervisor
Survey Agency
job Title
Range: Entry Step
Range: Top Step
City of Anaheim
Utility Services Supervisor
$4,079
$5,608
City of Burbank
Customer Service
$4,047
$5,044
Supervisor 11
City of Glendale
Collection Supervisor
$4,355
$5,377
City of Los Angeles
Commercial Service
$4,649
$5,377
Supervisor
City of Pasadena
Customer Service
$4,583
$5,191
Supervisor
City of Riverside
Customer Service
$3,760
$4,568
Supervisor
CITY OF AZUSA
Customer Care
$3,327
$4,022
Operations Supervisor
kp�e�gef '�
nc u� ing Ci °
.u�sa
CITY OF AZUSA
Customer Care
Proposed Salary
Operations Supervisor
21% Increase $4,509 - $4,433
Job Comparability Survey - 2001
Survey Agency
job Title .
Range: Entry Step
Range: Top Step
City of Anaheim
Public Utilities General
$10,961
$14,612
Manager
City of Burbank
General Manager - Public
$10,674
$12,970
Services Dept.
City of Colton
Utilities Director
$8,658
$10,438
City of Glendale
Director, Glendale Water
$9,405
$11,758
& Power
City of Long Beach
Not Comparable
0
0
City of Pasadena
General Manger, Water &
$10,240
$12,800
Power
City of Riverside
Public Utilities Director
$10,550
$13,195
CITY OF AZUSA
Director of Utilities
$8,941
$10,895
py
I �
Azus- s :Su a vera
�,�...�ry;�k:IQG ' y .,.-
r ItAG OPxiS EPR ist
[a ,
In IdY "91 IS
S
CITY OF AZUSAI
Director of Utilities I
Proposed 14% Salary
Increase: $10,193 - $12,389
Job Comparability Survey - 2001
SALARY COMPARISON - Public Information Officer
Survey Agency
job Title
Range: Entry Step
Range: Top Step
City of Alhambra
Marketing Comm. Specialist
$3,366
$4,383
City of Arcadia
Management Analyst
$4,127
$5,154
City of Baldwin Park
Not Comparable
0
0
City of Burbank
Public Information Officer
$5,214
$6,335
City of Claremont
Community Info. Officer
$4,257
$5,142
City of Covina
Public Information Supervisor
$3,483
$4,234
City of Duarte
Not comparable
0
0
City of EI Monte
Public Information Officer
$5,226
$6,351
City of Irwindale
Not Comparable
0
0
City of La Verne
Not Comparable
0
0
City of Monrovia
Management Analyst 11
$4,118
$5,256
City of Monterey Park
Not comparable
0
0
City of San Dimas
Not Comparable
0
0
City of San Gabriel
Not Comparable
0
0
City of West Covina
Not Comparable
0
0
CIN OF AZUSA
Public Information Officer
$4,140
$4,998
Y
t.
1
CITY OF AZUSA
Pub1lc Information Officer
n
v
Proposed Salary
5% increase: $4,347 - $5,283
Job Comparability Survey - 2001
C
Page 2 of 5
SALARY COMPARISON - Assistant Director of Resource Management
Survey Agency
job Title
Range: Entry Step
Range- Top Step
City of Anaheim
Integrated Resources Manager
$8,076
$10,096
City of Burbank
Not Comparable
0
0
City of Colton
Not Comparable
0
0
City of Glendale
Not Comparable
0
0
City of Long Beach
Not Comparable
0
0
City of Pasadena
Wholesale Operations Manager
$6,743
$8,429
City of Riverside
Public Utilities Assistant Director
$9,529
$11,253
/ Energy Delivery
City of Vernon
Director of Resource
$7,347
$10,131
Management
CITY OF AZUSA
Assistant Director of Resource
$6,996
$8,504
Management
AiusVsS,urve verag
V o
w,�� �
inc uding C�1 o sa
C• ! R yp 4y
4'w.q�ft '.,.'Gn`.Sj 11� 0
�e^P%EA�+ii�'a�4i
! � Y' a�1, //
M P 1 it
'
w.? p"�5..
CITY OF AZUSA
Assistant Director of Resource
Proposed Salary
Management
13.5% Increase: $7,940 - $9,652
` City of Anaheim range based upon market rate per City policy.
Job Comparability Survey - 2001
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL Or THE CITY OF AZUSA
AMENDING THE CITY'S CLASSIFICATION PLAN AND ESTABLISHING COMPENSATION
FOR THE CLASSIFICATIONS OF POWER RESOURCE SCHLDULER, SENIOR POLICY
ANALYST/AISSISTANT TO THE DIRECTOR OF UTILITIES, CUSTOMER CARE OPERATIONS
SUPERVISOR. PUBLIC INFORMATION OFFICER AND ASSISTANT DIRECTOR OF RESOURCES
MANAGEMENT
WHEREAS, the Municipal Code and Civil Services Rules of the City of Azusa require that
amendments or revisions to the Position Classification Plan be approved by Resolution of the City Council:
and.
WHEREAS, it has been determined that the classification of Power Resources Scheduler under
Non -Represented Positions. the classifications of Senior Policy Analys4Assistant to the Director of Utilities.
Public Information Officer and Assistant Director of Resources Management are under the Middle
Management. and the classification of Customer Care Operations Supervisor is represented by the
International Brotherhood of Electrical Workers (IBEW):
WHEREAS, it has been determined that the appropriate monthly compensation for the above
titled positions are effective September 24. 2001 and as follows:
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Azusa does hereby
adopt the above salary ranges for the classifications of Power Resources Scheduler, Senior Policy
Analyst/Assistant to the Director of Utilities, Public Information Officer. Assistant Director of Resources
Management,and Customer Care Operations Superviwr. thereby amending the City's Position
Classification Plan.
PASSED AND ADOPTED by the City Council of the City of Azusa ata regular meeting held on
the 24th day of September 2001.
MAYOR OF THE CITY OF AZUSA
ATTEST:
CITY CLERK OF THE CITY OF AZUSA
STATE OF CALIFORNIA)
SS
COUNTY OF LOS ANGELES)
I HEREBY CERTIFY that the foregoing Resoludonwas duly adopted ata regular meeting of said
City Council on the 24th day of September 2001. by the follow roll c111 vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS
CITY CLERK OF THE CITY OF AZUSA
Power Resources Scheduler
Range:
Step I
Step 2
Step 3
Step 4
Step 5
$5,131
$5,388
$5.657
$5.940
$6.237
Senior Policy Analyst/Assistant
to the Director of Utilities
Range:
Stepi
Step 2
Step 3
Step 4
Step 5
$5.228
$5.489
$5.764
$6,052
$6,355
Customer Care
Operations Supervit:or
Range:
Step 1
Step 1
Step 3
Step 4
Step 5
$4.059
54.262
$4,475
$4,699
$4,933
Public Information Officer
Range:
Step 1
Step 2
Step 3
Step 4
Step 5
$4.347
$4,564
$4.793
$5,032
$5.283
Assistant Director of Resources Management
Range:
Step 1
Step 2
Step 3
Step 4
Step 5
$7,940
$8,337
$8,754
59,192
59,652
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Azusa does hereby
adopt the above salary ranges for the classifications of Power Resources Scheduler, Senior Policy
Analyst/Assistant to the Director of Utilities, Public Information Officer. Assistant Director of Resources
Management,and Customer Care Operations Superviwr. thereby amending the City's Position
Classification Plan.
PASSED AND ADOPTED by the City Council of the City of Azusa ata regular meeting held on
the 24th day of September 2001.
MAYOR OF THE CITY OF AZUSA
ATTEST:
CITY CLERK OF THE CITY OF AZUSA
STATE OF CALIFORNIA)
SS
COUNTY OF LOS ANGELES)
I HEREBY CERTIFY that the foregoing Resoludonwas duly adopted ata regular meeting of said
City Council on the 24th day of September 2001. by the follow roll c111 vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS
CITY CLERK OF THE CITY OF AZUSA