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HomeMy WebLinkAbout257324 AGENDA REGULAR MEETING OF AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL AZUSA LIGHT & WATER 729 N. AZUSA AVENUE AZUSA, CA 91702 AZUSA UTILITY BOARD DIANE CHAGNON CHAIRPERSON DICK STANFORD VICE CHAIRPERSON CRISTINA C. MADRID BOARD MEMBER MONDAY, OCTOBER 27, 2003 6:30 PM DAVE HARDISON BOARD MEMBER IOSEPH R. ROCHA BOARD MEMBER 6:30 p.m. - Convene to Regular Meeting of the Azusa Utility Board and Azusa City Council • Call to Order • Pledge to the Flag • Roll Call 1. PUBLIC PARTICIPATION (Person/Group shall be allowed to speak without interruption up to five (5) minutes maximum time, subject to compliance with applicable meeting rules. Questions to the speaker or responses to the speaker's questions or comments, shall be handled after the speaker has completed his/her comments. Public Participation will be limited to sirty (60) minutes time.) 001 CUSTOMER APPEAL 1# Customer Billing Dispute - Mr. Chris Babakitis. Recommendation: Affirm that charges billed for period of January 29 to March 27, 2003 in amount of $140.64 are correct. H II -A. Svc Charge. Dispute he Consent Calendar adopting the printed recommended action will be enacted with one vote. if Staff or :ouncilmembers wish to address any item on the Consent Calendar individually, it will be considered under PECLU CALL ITEMS. CONSENT CALENDAR k Minutes. Recommendation: Approve minutes of regular meeting of September 22, 2003, as written. 9 III -A. UB Min 9-22-03 Conservation Education Program. Recommendation: Waive bidding and award purchase of turnkey interactive conservation education program to LivingWise for Azusa sixth grade students. III -B. LivingWise A / Amendment to Blanket Purchase Order issued to Bristol Babcock, Inc. Recommendation: Authorize amendment in amount of $20,000.00 for Filtration Plant's software and hardware upgrade as well as adding two new telemetry sites to the system control and data acquisition (SCADA) system for Wells #11 and #12. F] III -C. BristoiBabcockPO Contract for River Projects Consultant. Recommendation: Approve contract with Suzanne Avila in amount not to exceed $63,750 to provide San Gabriel River Consulting Services for FY 2003-04 and grant an exemption from the competitive selection process. H III -D. River Contract Destruction of Wells. Recommendation: Approve and authorize bidding for destruction of three 1- abandoned wells located at 209 Grandview Dr., Azusa; 16706 E. Cypress, Covina; and 16106 E. San Bernardino Rd., Covina. 2 002 III -E. Destruction of 3 Wells Substation Maintenance Agreement. Recommendation: Award maintenance agreement to ABB Power T1i.D Services in amount not to exceed Fifteen Thousand Eight Hundred Seventy Dollars ($15,870) for routine testing, inspection and maintenance of existing 15 circuit breakers at Azusa Substation. N III -F. Substation Maint G. Mountain Cove Reimbursement Agreement. Recommendation: Approve Reimbursement Agreement and authorize funds disbursement for the oversizing of water facilities constructed during the Mountain Cove Development. E III -G. Mtn Cove Reimbursement IV. SCHEDULED ITEMS A. Neighbor Assistance Program. Recommendation: Approve resolution to create Neighbor Assistance Program where Azusa Light & Water customers could contribute any amount to assist a low-income Azusa Light & Water customer to pay water bill once a year. IV -A. Neighbor Assistance Program B. Third Party Utility Bill Payment Services. Recommendation: Approve resolution amending credit card charge of Azusa Light & Water Rules and Regulations and awarding a two-year contract to Speedpay for utility bill payment by credit card, debit card, automatic clearinghouse (ACH), and electronic check. E N -B. SpeedPay V. STAFF REPORTS/COMMUNICATIONS A. Annual Adjustment of Replacement Water Cost Adjustment Factor (RWCAF) 12 V-A. Replacement Water Cost 003 Monthly Power Resources Update V -B. Power Update Oct 2003 :. IClrlcwall Substation Project Monthly Update E V -C. IOrkwall Substation Project 11. DIRECTORS' COMMENTS a Mayor Cristina Cruz -Madrid: "An Interview with Larry Anderson, Director, Utah Division of Water Resources," GovernmentlNest, July/August 2003. r�2 VII -A. IarryAnderson 111. CLOSED SESSION Conference With Legal Counsel - Anticipated Litigation Government Code Section 54956.9(b) Significant Exposure to Litigation - 1 case '111. ADJOURNMENT ,. Adjournment. %n compliance with the Americans with Disabilities Act, ifyou need special assistance to participate in i city meeting, please contact the City Clerk at 626-812-5229. Notification three (3) working days prior o the meeting or time when special services are needed will assist staff in assuring that reasonable irrangements can be made to provide access to the meeting. " 4 004 FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES! DATE: OCTOBER 27, 2003 VV SUBJECT: CUSTOMER BILLING DISPUTE - MR. CHRIS BABAKITIS RECOMMENDATION It is recommended that the Azusa Utility Board/City Council support the staff recommendation and decision of the Director of Utilities that the charges billed on this account are correct. BACKGROUND On July 21, 2003, Mr. Chris Babakitis, 25251 Vespucci Rd., Laguna Hills, California, wrote a letter disputing a water bill for the period January 29 - March 27, 2003 for his property located at 636 W. Arrow Hwy., Covina, California, Account Number 233-0810-04-3. See details on attached letter to customer dated August 4, 2003 and our chronological notes regarding this account. FISCAL IMPACT Unpaid utility bill is $140.64. Attachments: Chris Ba b a kitis-R r-080403.1 �4 Chris Ba ba kitis-Chronologic 005 August 4, 2003 Mr. Chris Babakitis 25251 Vespucci Rd. Laguna Hills, CA 92653 Subject: Disputed water bill for January 29 - March 27,.2003 636 W. Arrow Hwy., Covina, CA Account Number 233-0810-04-3 Dear Mr. Babakitis: I reviewed your dispute letter dated July 21, 2003 in which you requested $178.57 charge dismissed. On July 28, 2003 you spoke to Senior Customer Service Representative Ms. Tapia and stated you wanted that request reduced to $12.07, which represented the meter charge and usage amount for the period May 12 to June 4, 2003. Our records show water was turned off at 636 W. Arrow Hwy. on February 4, 2003 but was being used at this property on February 20 so our field service representative pulled the meter. On April 2 our meter reader found the water service was illegally connected so our Water Crew was dispatched to remove the jumper. When our field service representative revisited the property on April 22 he again found the service was jumpered and once again the Water Crew was dispatched to remove the jumper. There was a $50.00 charge for each of the Water Crew visits and this was later explained to you by Ms. Tapia. On April 28 you signed up for service. You are correct - you were charged an $80.00 for Prepayment and $50.00 for Reconnect Charge to have the water meter reinstalled and you paid the $130.00 total. You did not, however, pay the water bill for the period May 12 to June 4, 2003. The breakdown of this bill is as follows: $100.00 two $50.00 Water Crew call -outs charges to remove the jumpers on April 2 and April 22 27.00 service charge - charged to all new customers for the administrative costs of opening an account 12.07 meter`charge and usage amount for May 12 to June 4, 2003 .80 Replacement Water Cost Adjustment Factor .77 Covina Utility Users Tax $140.64 : , TOTAL BILL NM Page 2: Mr. Chris Babakitis After reviewing your account and the record of events over the past six months, I have determined that the charges are appropriate and correct. You have deposited a check of $150.00 along with your letter of dispute. If you agree with my decision you need to send us another check in the amount of $140.64 so we can return your check ($150.00) deposited for dispute resolution. Or you can authorize the $150.00 check to be applied to your current balance of $140.64, with a credit of $9.36 to be applied to your next bill. If you do not agree with my decision, you can appeal to Azusa City Council/Utility Board by submitting a written request detailing your dispute, addressed to Azusa City Clerk at 213 E. Foothill Blvd., Azusa, CA 91702, within 30 days after receipt of this letter. However, you need to let us know which action you plan to take before August 15, 2003, so automatic shut-off for delinquency will not be processed by our billing system. Thank you for your patience as we looked thoroughly into this matter and gave it every consideration possible. We value you as a customer and strive to give you excellent customer service. Sincerely, Joseph F. Hsu Director of Utilities Cc: Karen Vanca, Assistant Director of Customer Care & Solutions 007 Chris Babakitis July 28, 2003 636 W. Arrow Hwy Covina, CA Account No. 2330810043 2-4-03 Turned off for consumption shown,read 334/32 and no one signed up for service; property vacant 2-20-03 Found water back on --man washing truck pulled meter read 336/37 4-2-03 Meter reader W. Mandigo found water service jumpered water crew to handle (have picture) 4-22-03 FSR G. Valdez found water service jumpered Water crew removed c -clamp and jumper (have picture) G. Valdez filed a report with Covina P.D. 4-28-03 Owner of property, Chris Babakitis called to start water service, CSR J. Padilla quoted him we needed to have $80-Pre/payment, $50 -Reconnect Fee and we would bill $100 on first bill for additional charges due to repeated service crew calls(4/2 & 4/22) to turn off meter & removal of illegal jumpered items. Customer agreed. 7-1-03 Azusa Light & Water sent reminder notice for $140.64: $100.00 - misc. water charge 27.00 - service charge to open account 13.64 - water bill for 5-12-03 to 6-4-03 140.64 7-21-03 Chris Babakitis called office stating he did not get advised of $100 charge to his account and that he would not have agreed to the charge. Informed customer of dispute process. 7-23-03 Received letter of dispute and check for $150.00 7-28-03 1 spoke with Chris Babakitis to clarify his letter stating he wanted $178.57 dismissed. He said to MM I cancel that statement and requested "he only wanted to pay $12.07 -the meter charge and usage amount." He also wanted documentation about the problems we experienced; that he was not aware of these. $12.07 Mr. Babakitis is willing to pay excludes $27.00 service charge to open account, $.80 RWCAF, and $.77 Covina User Tax. 009 CITY OF AZUSA MINUTES OF THE REGULAR MEETING OF THE AZUSA UTILITY BOARD/CITY COUNCIL MONDAY, OCTOBER 27, 2003 - 6:30 P.M. The Utility Board Members of the City of Azusa met in regular session, at the above date and time in the Azusa Light and Water Department Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Chairperson Chagnon called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: BOARD MEMBERS: HARDISON, CHAGNON, MADRID ABSENT: BOARD MEMBERS: STANFORD, ROCHA ALSO PRESENT: Also Present City Attorney Ferre, City Manager Cole, Director of Utilities Hsu, Assistant City Manager Person, Deputy City Manager Gutierrez, Administrative Technician Yang, Assistant to the Utilities Director Kalscheuer, Assistant Director of Customer Care and Solutions Vanca, Assistant Director of Water Operations Anderson, Assistant Director of Resource Management Tang, Senior Electric Engineer Langit, Customer Service Leader Tapia, Business Development/Public Benefits Coordinator Reid, City Clerk Mendoza, Deputy City Clerk Toscano. Public Participation Pub Part Mr. Art Morales addressed Board Members noting that although the City of Azusa's image has A. Morales been improving, the Colonial and Western Inn hotels have been deteriorating, and he asked that Comments the City Manager's office look into the matter. Customer Appeal — the Customer Billing Dispute of Mr. Chris Babakitis was continued to the next Customer meeting in November. Mr. Babakitis works for Edison and is currently working on an emergency Dispute situation with regard to the recent fires. Continued November Meeting. The CONSENT CALENDAR consisting of Items III- A through Ill -G, were approved by motion of Consent Cal Board Member Hardison, seconded by Board Member Madrid and unanimously* carried, with the Approved exception of items 111-A and III -D, which were considered under the Special Call portion of the III A & D Agenda. Spec Call A. SPECIAL CALL. Spec Call B. Approval was given to waive formal bidding procedures for turnkey interactive conversation LivingWise education program for Azusa sixth grade students; and award the purchase to LivingWise. Educ Prgm C. Authorization was given for an amendment in the amount of $20,000.00 to the Blanket Amend P.O. Purchase Order issued to Bristol Babcock, Inc. for the fiscal year ending June 30, 2004. Bristol Bab. D. SPECIAL CALL ITEM. E. Authorization was given to approve bidding for destruction of three abandoned wells located at 209 Grandview Drive, 16706 E. Cypress and 16106 E. San Bernardino Road and to authorize the solicitation of bids. The Maintenance Agreement for routine testing, inspection and maintenance of existing 15 circuit breakers at Azusa Substation was awarded to ABB Power T&D Services in the amount not to exceed Fifteen Thousand Eight Hundred Seventy Dollars ($15,870). G. The Reimbursement Agreement with Standard Pacific Corporation/Azusa Associates and the disbursement of funds associated with the Reimbursement for the oversizing of water facilities constructed during the Mountain Cove Development was approved. Special Call Items Board Member Hardison requested that the minutes reflect Councilmembers as Board Members as they are meeting as a different entity, the Utility Board. Moved by Chairperson Chagnon, seconded by Board Member Hardison and unanimously* carried to approve the minutes of the September 22, 2003 Utility Board Meeting. Chairperson Chagnon addressed the contract for River Project Consultant, expressing concern regarding a possible conflict between Scope of Services and Exhibit C, Compensation, regarding paying for business expenses. Assistant City Manager Person responded stating that they pay the salary and that there is reimbursement for minimal expenses. Chairperson Chagnon requested that section 3.3.1 be amended to read "without written approval of the Utility Board". She expressed the need for accountability and that the phrase "on an as needed basis" is not tied in to project performances, and is too vague. Mr. Person responded listing actual tasks that Ms. Avila is working on and Board Member Madrid added that the work done by Ms. Avila is evolving. Chairperson Chagnon also noted that there are some projects that relate to utility and that others relate to water and expressed concerns regarding mixing funds. Spec Call Authorize bids dstr. Wells Maint Agmt Circuit Break. Az Substn Rmbrsmt Agmt w/ Standard Pac Spec Call Items Hardison Comments Min appvd Chagnon Comments Moved by Chairperson Chagnon, seconded by Board Member Hardison to approve a contract, as Contract w/ amended, with Suzanne Avila in an amount not to exceed $63,750 to provide San Gabriel River S. Avila Consulting Services FY 2003-04 and to grant subject contract an exemption from the competitive Approved selection process (professional services). Staff responded to questions posed by Board Member Madrid regarding the destruction of Wells; Destruction as to the size of the wells and if they are inhibited. Of wells question 10/27/03 PAGE TWO Scheduled Items Sched Items Assistant Director of Customer Care and Solutions Vanca addressed the Board Members Neighbor presenting a proposed Neighbor Assistant Program which would pay a maximum of $50 per Assistant qualifying residential water account per fiscal year. She detailed the specifics of the program and Program advised that funds for the program would come from customer contributions by writing a separate check or rounding up to any even dollar amount on their utility bill. Further that it would be run on a first-come first -service basis as funds are available. She stated that advertising would be done throughout the year on the utility bill message. Chairperson Chagnon offered a Resolution entitled: A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CREATING A NEIGHBOR ASSISTANCE PROGRAM. Moved by Chairperson Chagnon, seconded by Board Member Hardison to waive further reading and adopt. Resolution passed and adopted by the following vote of the Council: AYES: BOARD MEMBERS: NOES: BOARD MEMBERS: ABSENT: BOARD MEMBERS: HARDISON, CHAGNON, MADRID NONE STANFORD, ROCHA Assistant Director of Customer Care and Solutions Vanca addressed Board Members presenting a new SPEEDPAY (two year pilot program) where customers can make payment 24 hours per day, 7 days a week via a toll free telephone number, through a link from Azusa Light & Water's website or directly from SPPEDPAY's website. During business hours, from Light & Water office customers can either use the pay phone in the lobby to call SPEEDPAY's toll free number or the Customer Utility Representatives, including cashiers, can assist customers with the payments via SPEEDPAY's website. There will be no charge to Azusa Light and Water. She detailed other information regarding the program, answered questions posed and stated that if approved, it will begin January, 2004. Board Member Hardison offered a Resolution entitled: Res. 03-C84 Neighbor Assistance Program Asst Dir Cust Care & Sol Comments A RESOLUTION OF THE AZUSA UTILITY BOARD/CIN COUNCIL OF THE CITY OF AZUSA, Res. 03-C85 AWARDING A CONTRACT FOR THIRD PARTY UTILITY BILL PAYMENT SERVICES TO SPEEDPAY. SPEEDPAY Moved by Board Member Hardison, seconded by Board Member Madrid to waive further reading and adopt. Resolution passed and adopted by the following vote of the Council: AYES: BOARD MEMBERS: NOES: BOARD MEMBERS: ABSENT: BOARD MEMBERS: HARDISON, CHAGNON, MADRID NONE STANFORD, ROCHA Staff Reports/communications Staff Rpts Director of Utilities Hsu provided an information item regarding the Annual Adjustment of Dir of Utilities Replacement Water Cost Adjustment Factor (RWCAF), stating that The RWCAF, by tariff adopted RWCAF in 1992 requires an annual review, and if necessary, is adjusted. He stated that the RWCAF will be Update adjusted for fiscal year 2003-04 to an amount of $0.09 per ccf (hundred cubic feet), effective for all bills rendered after October 31, 2003. 10/27/03 PAGE THREE Moved by Board Member Madrid, seconded by Board Member Hardison and unanimously* Monthly carr4ed to receive and file the Monthly Power Resources Update. Power Res It was consensus of the Board Members to receive and file the Kirkwall Substation Project Monthly Kirkwall Sub Status Report. Station Director's Comments Dir Com Board Member Madrid addressed item regarding the article "an Interview with Larry Anderson, Article Director, Utah Division of Water Resources, "Government West, July/August 2003, regarding Re: Larry reduction of water consumption. City Manager Cole responded stating in relationship to the Anderson Results Based Budgeting — Vital Factors, this would be a good issue with regard to setting goals. Board Member Hardison expressed appreciation to Assistant Director of Customer Care and Appreciation Solutions Vanca for the contract for the third party vendor customer payment program. To Vanca Director of Utilities Hsu provided an update on the meeting with Mountain Cove residents and the Dir of Util issue of the 2" water meters. He stated that they will be bringing an item to the Utility Board Mtn Cove November meeting with a proposal/compromise, they will charging the residents with the 2" 2" meters meters the same cost as the residents with the 1 " meters, plus, a reduced fire service charge. It was consensus of Councilmembers to recess to Closed Session to discuss the following: Conference With Legal Counsel —Anticipated Litigation Closed Sess Government Code Section 54956.9(b) Anticipated Significant Exposure to Litigation — 1 Case Litigation The City Council recessed to Closed Session at 7:12 p.m. and reconvened at 7:55 p.m. There One Case was no reportable action taken in Closed Session. No Rpts It was consensus of Councilmembers to adjourn. Adjourn TIME OF ADJOURNMENT: 7:56 P.M. SECRETARY NEXT RESOLUTION NO. 03-C86. 10 10/27/03 PAGE FOUR MENNEWOM LOAL CITY OF AZUSA MINUTES OF THE REGULAR MEETING OF THE AZUSA UTILITY BOARD/CITY COUNCIL MONDAY, SEPTEMBER 22, 2003 - 6:30 P.M. The Utility Board Members of the City of Azusa met in regular session, at the above date and time in the Azusa Light and Water Department Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Chairperson Chagnon called the meeting to order. ROLL CALL PRESENT: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: ALSO PRESENT: HARDISON, STANFORD, CHAGNON ROCHA, MADRID City Attorney Carvalho, City Manager Cole, Director of Utilities Hsu, Assistant City Manager Person, Deputy City Manager Gutierrez, Administrative Technician Yang, Assistant to the Director of Utilities Kalscheuer, Assistant Director of Water Operations Anderson, Assistant Director of Resource Management Tang, Senior Electric Engineer Langit, Assistant Director of Electric Division Ramirez, Customer Service Leader Tapia, Customer Service Scholes, City Clerk Mendoza. Ceremonial Call to Order Roll Call Also Present Ceremonial Chairperson Chagnon announced that Mayor Madrid and Mayor Pro -Tem Rocha will not be Chagnon present at the meeting as they are at the Los Angeles County Fair representing the City of Azusa Comments as today, September 22, 2003, was proclaimed "Azusa Day' at the Fair. She also announced that she will be delivering a proclamation to Larry Wetherbee honoring him for his service to the City as he was unable to attend the meeting tonight. Chairperson Chagnon presented a proclamation to Director of Utilities Hsu declaring the week of Proc Public October 5h through the I I `", 2003, as Public Power Week. Power Week 010 Chairperson Chagnon presented a proclamation to Garthy Lynn Dent honoring him for his service Proc to Lynn to the Azusa Light & Was Department as a Line Mechanic. Dent Chairperson Chagnon provided a presentation on her trip, along with Cary Kalscheuer and Bob Chagnon Tang, to Solano County for the High Winds Project Dedication Ceremony on September 18, 2003. High Winds Overheads of windmills were shown along with other aspects of the High Winds Energy Center. Project Ded Councilmember Stanford, representative of the City on the Mosquito Vector Control Board, Stanford announced that there have been signs of the West Nile Virus in birds found in Arcadia, San Gabriel Comments and Rosemead; he advised to get rid of any standing water around properties in order not to West Nile attract mosquitoes. Virus + Public Participation Pub Part i None. None Chairperson Chagnon requested that item 11-B, regarding Mt. Cove Water Service be brought Item 11-B forward at this time for handling. Brt fwrd Director of Utilities Hsu addressed the issue stating that he received a telephone message and Dir of Util also saw an article in Mountain Times, a local Mountain Cove Association newspaper basically Comments accusing Azusa Light and Water of unfairly taxing Mountain Cove residents. He stated that many of those residents have 2" water meters with a monthly charge of about $57.00, while other residents have 1 " water meters are about $17 or $18 per month. The water rates are based on water demand and the 2" meters are for properties that have sprinkler systems. He stated that some time ago the Fire Department required all the buildings in the foothills vulnerable to fire to have a sprinkler system in residential house. He stated that in order for the Fire Department to determine exactly how much water is required to suppress a fire, they had to look at the total square footage, mainly the garage square footage. The Fire Department and the developer made the decision that the dividing line is 600 square feet; any garage over that requires a 2" water meter. He suggested that the residents talk to the developer, Mountain Cove and Michael Battalgia to identify the information first and then contact the Fire Department to see who determines the 600 feet determination. He stated that Azusa Light and Water does have meters of 1 1/2 ", which is cheaper and if they say residents can get by with this Azusa Light and Water will change the meter at no charge. He then described how rates are set for water. Several residents of the Mountain Cove community addressed the issue questioning what -the cost Residents of a 2" meter is paying for and how it correlates to the water usage. Director of Utilities Hsu Mountain responded stating that part is for depreciation cost, the fixed sized is based on the demand of Cove & water for the building, and labor costs, and it was reiterated that the criteria was established by Response the Fire Department and the Developer and that everyone in the City is paying into the pool based upon the size of their meter. After additional discussion, Chairwoman Chagnon requested that a meeting be scheduled on Chagnon October 23, 2003, at the Mountain Cove with an authorized representative from the Fire Comments Department, Mr. Mike Battalgia of Mountain Cove, and Director of Utilities Joe Hsu. She also requested that staff create a list of all residents in the City with 2" meters and their billed amount. Item regarding customer billing dispute — Mr. Chris Babakitis was continued to the next Utility Babakitis Board meeting due to Mr. Babakitis' absence. Continued 09/22/03 PAGE TWO Consent Cal The CONSENT CALENDAR consisting of Items IV -A through IV -C, were approved by motion of Approved Councilmember Hardison, seconded by Chairwoman Chagnon and unanimously* carried. A. The minutes of the regular meeting of July 23, 2003, were approved as written. Min appvd 011 Approval was given to advertise for bids for the repairs to Water Well No. 2. Chairperson Rpr Well 2 Chagnon indicated that the budget amount and account number should be included in reports under fiscal impact section. C. Approval was given to advertise for bids for Water Project W-186, Main Replacement in Main Replace Pasadena Avenue, Old Mill Road, Alameda Avenue, and Stein Lane. Various Sts Scheduled Items Sched Items Utilities Director Hsu addressed Council regarding the re -negotiation of the Contract Water Rate Dir of Util for Miller Brewery stating that a study was conducted by Consultants with the goal to have a new Comments rate for Miller Brewery. After the Consultant study was done, they were given a choice of a fixed Contract rate or the Golf Course rate. Discussion was held regarding the rates to be charged Miller under Water Rate their contract. Moved by Councilmember Stanford, seconded by Hardison and unanimously* Miller carried to approve the Contract Water Rate for Miller Brewery to continue applying the same rate Brewery as was applied to the Golf Course prior to the last water rate adjustment. Assistant Director of Resource Management Tang addressed item regarding the San Juan Unit #3 Energy Exchange Letter Agreement detailing the need to firm up the San Juan power by providing Energy the unit contingent power to a third party in exchange the counter party provides Firm power back Exchange to the City of which the benefits are simplified scheduling purposes, and by having firm power Letter Agmt they can optimize around it. He stated that the firming arrangement with the third party will begin Public Service May 1, 2004; further RFP process was held with detailed guidelines. He recommended approval Company for the Public Service Company of Colorado. Moved by Councilmember Stanford, seconded by Chairwoman Chagnon and unanimously carried to approve Letter Agreement for Energy Exchange of San Juan unit #3 power between City and Public Service Company of Colorado and the Mayor was authorized to execute the same. Utilities Director Hsu addressed item regarding the request by San Gabriel Valley Municipal Water District for the City's support of a jurisdictional boundary reconciliation, stating that when SGVMWD Mountain Cove was established it straddled on two water districts and there is a difference in tax Jurisdiction rates. He advised that there is an opportunity to reconcile the boundaries of the two jurisdictions. Boundary Moved by Councilmember Stanford, seconded by Councilmember Hardison and unanimously* Reconciliation carried to authorize staff to prepare a letter to express the decision by Azusa Utility Board to San Gabriel Valley Municipal Water District expressing their hope to reconcile the boundaries of the two jurisdictions. Moved by Councilmember Hardison, seconded by Councilmember Stanford and unanimously* Repair Well carried to declare an emergency and approve the repair to Well No. 1 by General Pump Company No. 1 in the amount of $64,500. The following resolution was adopted and entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA WAIVING FORMAL SEALED Res. 03-C76 BIDDING PROCEDURES AND AUTHORIZING THE ISSUANCE OF A PURCHASE ORDER FOR AN P.O. for AMOUNT NOT TO EXCEED $64,500.00 FOR EMERGENCY WATER WELL REPAIR. Emergency Repair Water 09/22/03 PAGE THREE Well Moved by Councilmember Hardison, seconded by Councilmember Stanford to waive further reading and adopt. Resolution passed and adopted by the following vote of the Council: AYES: COUNCILMEMBERS: HARDISON, STANFORD, CHAGNON NOES: COUNCILMEMBERS: NONE ABSENT: COUNCILMEMBERS: ROCHA, MADRID 012 Deputy City Manager Gutierrez presented the Fiscal Year 2004-2008 Capital Improvement Dep City Mgr Program Budget for Electric and Water Projects detailing the new format which included sections Presentation noting description, justification, scheduling, relationship to General Plan, special consideration and CIP operating budget impact. Moved by Councilmember Hardison, seconded by Councilmember Stanford and unanimously* CIP approved carried to adopt the electric and water projects for the fiscal year 2004-2008 Capital Electric ttri Dept Improvement Program (CIP) Budget. This will increase appropriations for projects in the Electric P Division by $850,000 and in the Water Division by $4,275,000 as identified in Attachment A. Staff Reports/Communications Staff Rpts Assistant City Manager Person presented an update on the San Gabriel River Projects which Update consisted of the Azusa Canyon River Park, Bike Trail, Forest Station Interpretive Center and the SGR Prjts Spreading Basins. He then answered questions posed by Councilmembers. Chairwoman Chagnon suggested that staff contact Supervisor Molina's Office regarding the under Chagnon grounding pipeline issue with Cal -American Water Company. Comments Tour of San Juan Power Plant - Assistant Director of Resource Management Tang submitted an Tour of Overview of the Tour in which Staff participated in a two-day tour sponsored by the Public Service San Juan Company of New Mexico (PNM) and SCPPA. Other Visitors included City of Banning, Imperial Power Plant Irrigation District and SCPPA Staff. There was a tour of San Juan #3 Operations and the adjacent underground coal mine operations and there was an in-depth meeting with plan senior management. The Monthly Power Resources Update and the Kirkwall Substation Project Monthly Update were Updates noted, but, no questions or discussion was held. Pwr Res & Kirkwall Director of Utilities Hsu submitted a detailed FY 2002-03 4th Quarter Work Plan Update; there FY 02-03 were no questions and no discussion was held. Work Plan Director of Utilities Hsu addressed the Substation Landscape and Front Wall Rendering stating Substation that there have been a few changes; they have gone from stucco walls and a trellis to block walls Landscape and mesh. He presented an engineer's rendering detailing its contents and answering questions Discussion posed by Councilmembers. Director's Comments Dir Com Item regarding "an Interview with Larry Anderson, Director, Utah Division of Water Resources, Item con't Government West, July/August 2003, was continued to the next Utility Board Meeting due to the Re: Larry absence of Mayo Madrid. Anderson 09/22/03 PAGE FOUR It was consensus of Councilmembers to recess to Closed Session to discuss the following: Closed Sess Conference with Legal Counsel — Existing Litigation Conference Government Code Section 54956.9(x) W/Legal Res -Care, Inc., v. City of Azusa Counsel Case No.: Los Angeles Superior Court No. KC040062 Res -Care 013 Conference with Legal Counsel — Existing Litigation Conference Government Code Section 54956.9(a) W/Legal City of Azusa v. Simich Counsel Case No.: Los Angeles Superior Court No. KC041085 Conference With Legal Counsel — Anticipated Litigation Anticipated Government Code Section 54956.9(b) Litigation Significant Exposure to Litigation — 1 Case One Case The City Council recessed to Closed Session at 8:30 p.m.and reconvened at 9:12 p.m. There No Rpts was no reportable action taken in Closed Session. It was consensus of Councilmembers to adjourn. TIME OF ADJOURNMENT: 9:13 P.M. SECRETARY NEXT RESOLUTION NO. 03-C77. Adjourn 014 AZi r.n♦ � xvrUSA rr TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: October 27, 2003 SUBJECT: WAIVE FORMAL BIDDING PROCEDURES AND AWARD PURCHASE OF CONSERVATION EDUCATION PROGRAM TO LIVINGWISE RECOMMENDATION It is recommended that the Azusa Utility Board/City Council: 1. Waive formal bidding procedures for turnkey interactive conservation education program for Azusa sixth grade students; and 2. Award the purchase of the turnkey interactive conservation education program Azusa sixth grade students to LivingWise. BACKGROUND During the 2000-01 school year, LivingWise conducted a turnkey interactive curriculum program for 834 sixth grade students throughout the City of Azusa. The program was so successful that it was expanded to include 963 students in Azusa's public and private schools during the 2001-02 school year. Last year participation dropped to 816 sixth graders, due in part to lower attendance and also lower participation by the private schools. I The overall goals of the Program were to generate immediate residential savings while building resource awareness and environmental responsibility in the students and their families. Students learned about natural resources in their daily lives, reinforced by real-lif activities. Each student received a Resource Action Kit containing a LimeLite Nitel-ite that uses 3/100th of a watt, an air filter alarm, a low Flow showerhead, and a faucet aerator. Students installed these items at home with parental involvement. ' 015 Additionally, pre and post surveys were conducted to measure the learning impact and the knowledge gained through the program. Students were also provided with.a household report card and home checkup. FISCAL IMPACT The cost of the program will be about $10,000 lower this year than in previous years. The lower cost is based on per unit cost of $41 versus a prior cost of $45 per unit. The reduced per unit cost along with the reduced participation results in a total estimated expense of $46,218.75, to be paid out of the Public Benefit Fund account number 24-40-739-0.82- 6625/RLvWis-6625. Prepared by: Paul Reid, Public Benefits Program Manager 016 TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2003 SUBJECT: APPROVAL OF $20,000 AMENDMENT TO BLANKET PURCHASE ORDER BRISTOL BABCOCK, INC. RECOMMENDATION It is recommended that the Utility Board/City Council authorize an amendment in the amount of $20,000.00 to the Blanket Purchase Order issued to Bristol Babcock, Inc. for the fiscal year ending June 30, 2004. BACKGROUND In accordance with a Professional Services Agreement by and between Azusa Light & and Bristol Babcock, Inc. dated October 20, 2001, Bristol Babcock has furnished the materials, tools, and equipment for the Water Division's radio telemetry and system 4 and data acquisition (SCADA) design. Additional equipment, labor and engineering si are now required to upgrade software and hardware at the Canyon Filtration Plant as adding two new telemetry sites at Wells #1 1 and #12 to the SCADA system. FISCAL IMPACT Fiscal impact will be up to $20,000.00. Funds are available in the Water Division's CIP budget, account number 32-80-000-721-7140, Project No. 72101 G. Prepared by: Phyllis Bradley, Administrative Services Supervisor ,Fi 017 A TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY AND AZUSA CITY COUNCIL FROM: JOSEPH T. HSU, DIRECTOR OF UTILITIES lW DATE: OCTOBER 27, 2003 SUBJECT: CONTRACT FOR RIVER PROJECTS CONSULTANT RECOMMENDATION It is recommended that the Azusa Utility Board approve a contract with Suzanne Avila in amount not to exceed $63,750 to provide San Gabriel River Consulting Services for FY 21 04 and to grant subject contract an exemption from the competitive selection process (professional services). BACKGROUND The City has employed the services of Ms. Avila for two years and the proposed current contract is for year three. Ms. Avila provides project management and public relations support for the City's San Gabriel River restoration/enhancement projects. As a result of budget cuts taken by all city departments, Ms. Avila was asked to reduce this year's contract by 15% from prior years. This cut should be able to be absorbed as morek projects are shifting from the grant writing stage to the construction stage (bike path andUS Forest Service Station site) which will be managed by Parks Development staff. Ms. Avila will focus this year on generating further grants and the master planning of the Grand Wilderness Park as well as ongoing public relations Ms. Avila was selected through a competitive selection process prior to the first year The approval of this contract "piggybacks" on that prior process. FISCAL IMPACT Funds for this project have been budgeted in the FY 2003-04 Water Division budget 721-798-6493). Prepared by: Robert Person, Assistant City Manager V A �^ / u) Attachment: � �l(/ G".J Suzanne Avila �;1 Contract.pdf 1 0.16 CITY OF AZUSA PROFESSIONAL SERVICES AGREEMENT 1. PARTIES AND DATE. This Agreement is made and entered into this 1 st day of July, 2003 by and between the City of Azusa, a municipal organization organized under the laws of the State of California with its principal place of business at 213 East Foothill Boulevard, Azusa, California 91702-1295 ("City") and Suzanne Avila, SOLE PROPRIETORSHIP with its principal place of business at 1201 N. Azusa Avenue, Azusa, California ("Consultant"). City and Consultant are sometimes individually referred to as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing San Gabriel River Projects Coordination services to public clients, is licensed in the State of California, and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render such services for the San Gabriel River Revitalization project ("Project") as set forth in this Agreement. TERIM. 3.1 Scope of Services and Term. 3.1.1 General Sco ee of Services. Consultant promises and agrees to famish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional San Gabriel River Projects Coordination consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. RVPUBWGS%544364 0.19 3.1.2 Term. The term of this Agreement shall be from July 1, 2003 to June 30, 2004, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payment of Subordinates: Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to Citythat certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. hi the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the. Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project ora threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Suzanne Avila. RVPUBWGS%544364 2 - 3.2.5 City's Representative. The City hereby designates Robert Person, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant hereby designates Suzanne Avila, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, RVPUBWGSl541360 3 021 i Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability ansing out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2.10 Insurance. 3.2.10.1 Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfae tory to the City that the subcontractor has secured all insurance required under this section. 3.2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subcontractors.) Consultant shall also require all of its subcontractors to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage: (A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto); and (3) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. (B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial. General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Workers' Compensation and Employer's Liability: Workers' Compensation limits as required by the Labor Code of the State of California. Employer's Liability limits of $1,000,000 per accident for bodily injury or disease. 1 3.2.10.4 Insurance Endorsements. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by the City to add the following provisions to the insurance policies: (A) General Liability. The general liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and 1 RVPUBVGS544364 4 022 volunteers shall be covered as additional insured with respect to the Work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (B) Automobile Liability. The automobile liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (C) Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Consultant. (D) All Coverages. Each insurance policy required by this Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City; and (B) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.5 SSe aration of Insureds, No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.6 Deductibles and Self -Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. Consultant shall guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its directors, officials, officers, employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. RVPUB%NGW44364 023 3.2.10.7 Acceptability of Insurers. Insurance is to be placed insurers with a current A.M. Best's rating no less than A:VIII, licensed to do business in California, and satisfactory to the City. 3.2.10.8 Verification of Coverage. Consultant shall furnish City with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to the City. The certificates and endorsements for each I insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the City if requested. All certificates and I endorsements must be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. i 3.2.11 Safely. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and i subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, I equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed 63750.00 without written approval of€ity'srepr�ser}ta e.Extra Work maybe authorized, as described below, and if authorized, will be compensated at and manner set forth in this Agreement. -� 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by t� Consultant. The statement shall describe the amount of Services and supplies provided sine, initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon. I N RWUBWGS,544364 6 024 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices. All notices permitted or required under this RVPUBWGSl544364 025 r S Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: ! Consultant: City: Suzanne Avila 1201 N. Azusa Avenue Azusa, CA 91702 City of Azusa 213 East Foothill Blvd. Azusa, CA 91702-1295 Attn: Robert Person, Administration Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data: Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to`be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans; procedures, drawings, descriptions, computer program data, input record data, written RVPU8WGSt5"3rA 8 026 information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.5.5 Attomey's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action. 3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions or willful misconduct of Consultant, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents or volunteers. 3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties. RVPUBWGSl544364 027 3.5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. 3.5.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein withourt the prior written consent of the City. Any attempt to do so shall be null and void, and any ass&ees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Ca tp ions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and f subcontractors of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for f convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit,) privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 1 3.5.16 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability. If any portion of this Agreement is d invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the provisions shall continue in full force and effect. RVPUBWGS\544364 10 W11 3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement. Consultant has all requisite power and . authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Countemaarts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 3.6.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. RVPU13WGS\5"366 11 02S m Attest: CITY OF AZUSA Rick Cole City Manager City Clerk Approved as to Form: 1 e. l :Q y4-`� Best Best & Krieger LLP City Attorney RVPUBWGSl544364 SUZANNE AVILA A&�nw" By: SVzanne Avila 12 River Projects Coordinator 1 t EXHIBIT "A" SCOPE OF SERVICES Including but not limited to: City of Azusa representation with Lower Los. Angeles and San Gabriel Rivers and Mountains Conservancy, Attendance at Los Angeles County San Gabriel River Master Plan meetings, Grant writing, submittal, and maintenance for project funding, Duties related to river land acquisition, Correspondence and communication with City designated Open Space Design Consultants, Correspondence and communication with various river stakeholders (i.e. USDA Forest Service, San Gabriel River Water Committee, San Gabriel Mountains Regional Conservancy, Sierra Club San Gabriel River Task Force, Friends of the San Gabriel River), Correspondence and communication with federal, state, and local elected officials. RVPUBWGS\544364 A-1 031 EXHIBIT "B" SCHEDULE OF SERVICES July 1, 2003 — Tasks associated with San Gabriel River Projects June 30, 2004 on an as needed basis RVPUBWGS'5443N7 r� 032 RVPUBWG9544364 EXHIBIT "C" COMPENSATION Professional Fees: $50.00 per hour Mileage: $0.36 per mile Expenses: 100% of all business expenses related to job performance C-1 033 CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2003 SUBJECT: APPROVAL OF THE DESTRUCTION OF THREE WELLS AND SOLICITATION OF BIDS TO ACCOMPLISH THE DESTRUCTION RECOMMENDATION It is recommended that the Utility Board/City Council approve the destruction of three wells and authorize the solicitation of bids to accomplish the destruction. BACKGROUND The Water Division currently owns three abandoned wells, located at: 209 Grandview Dr., Azusa,; 16706 E., Cypress, Covina; and 16106 E. San Bernardino Rd., Covina. The wells are ,not equipped with pumps or power, and were taken out of service for various reasons approximately twenty years ago. The first well listed is a City of Azusa well, the site of which has recently been dedicated to the Azusa Parks and Recreation Department, and the second and third pumps listed formerly belonged to Azusa Valley Water Co. The abandoned wells represent significant potential liability to the City and must be destroyed to alleviate the potential problems that the well casings pose to public safety and water quality. The wells will be destroyed according to applicable standards of Los Angeles County Health Department, California Department of Health Services, Main San Gabriel Basin Watermaster, and California State Department of Water Resources. FISCAL IMPACT The fiscal impact of destroying the wells will be paid from Operation and Maintenance funds budgeted and approved for the destruction of the subject wells; approximately $130,000. An exact fiscal impact will be known once bids are solicited and received. Prepared by: Chet Anderson, Assistant Director- Water Operations 034 j1L F CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2003 SUBJECT: AWARD MAINTENANCE AGREEMENT - TESTING, INSPECTION & MAINTENANCE OF EXISTING CIRCUIT BREAKERS AT AZUSA SUBSTATION. RECOMMENDATION It is recommended that the Utility Board/City Council award the maintenance agreement contract to ABB Power T&D Services in the amount not to exceed Fifteen Thousand Eight Hundred Seventy Dollars ($15,870) for routine testing, inspection and maintenance of existing 15 circuit breakers at Azusa Substation. BACKGROUND In late 1997, Azusa Light & Water replaced old oil circuit breakers with new vacuum circuit breakers when the transformer capacity was increased at Azusa Substation. After five years of continued normal operation, these circuit breakers needed to be tested and inspected as part of routine preventive maintenance recommended by manufacturer. Staff solicited informal proposals from vendors to perform the maintenance tasks. The proposals are as follows: Company: Amount: 1) ABB Power T&D Services $15,870 2) Independent Testing Company $17,989 3) Curtis Duff Electric $19,410 FISCAL IMPACT This project is budgeted this fiscal year under Light Division Maintenance Budget for Station Equipment and funds are available under Account # 3340735920-6563. Prepared by: F. Langit, Jr., PE , Senior Electrical Engineer 035 AZUSA I IGMT 6 M'ATI R CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIESr^Qr DATE: OCTOBER 27, 2003 VV SUBJECT: APPROVAL OF THE DISBURSEMENT OF FUNDS ASSOCIATED WITH THE' REIMBURSEMENT AGREEMENT WITH STANDARD PACIFIC CORPORATION/AZUSA ASSOCIATES FOR THE OVERSIZING OF WATER FACILITIES CONSTRUCTED DURING THE MOUNTAIN COVE DEVELOPMENT RECOMMENDATION It is recommended that the Utility Board/City Council approve the Reimbursement Agreement and authorize the disbursement of funds associated with the Reimbursement Agreement for the oversizing of water facilities constructed during the Mountain Cove Development. BACKGROUND As a part of their Mountain Cove development, Azusa Associates (Standard Pacific Corp.) was required to provide infrastructure necessary to serve the project. Azusa Associates was required to fund the costs of infrastructure necessary to serve the demands created by the development, and Azusa Light & Water agreed to fund the additional costs due to the oversizing of the improvements. The total amount of the reimbursement is $484,000, and will be paid from approved Capital Improvement Project funds in the aggregation of the following amounts: $180,867 for oversizing of transmission line to 12" diameter; $228,376 for the increased cost of the reservoir and land for oversizing to 1 million gallons; and $74,757 for increasing the booster pump output to 600 gallons per minute. FISCAL IMPACT The fiscal impact of the Reimbursement Agreement is $484,000 and is to be paid in the above aggregative amounts from previously budgeted and approved Capital Improvement Project funds for construction of a water storage reservoir, water transmission line, and booster station for the Mountain Cove Development. Prepared by: Chet Anderson, Assistant Director- Water Operations Attachments: 036 MOUNTAIN COVE STANDARD BILL OF SALE. DOC PACIFIC. DOC 036 t BILL OF SALE GENERAL ASSIGNMENT. AND TRANSFER AGREEMENT THIS BILL OF SALE, GENERAL ASSIGNMENT AND TRANSFER AGREEMENT ("Agreement"), is made as of September —17,2003, by and among AZUSA ASSOCIATES, LLC, a California limited liability company ("Assignor") and THE CITY OF AZUSA, a California municipal corporation, acting through AZUSA LIGHT & WATER ("Assignee"). A. Assignor is the owner and developer of the Mountain Cove residential community located in the City of Azusa, County of Los Angeles, State of California (the "Mountain Cove Community"). B. In conjunction with construction of the Mountain Cove Community and related offsite improvements (collectively, the "Project'), Assignor has constructed the following pumping and water storage improvements within, and in proximity to, the Mountain Cove Community (collectively, the "Improvements"): (i) a water tank located in the Mountain Cove Community (the "Water Tank"); and (ii) pump stations located on offsite property owned by Assignee. The Water Tank is located on the real property more particularly described in Exhibit "A" attached hereto and incorporated herein by reference (the "Land"). The Improvements and the Land are collectively referred to as the "Property." C. The parties desire to enter into this Agreement in order to provide for the conveyance and transfer of the Improvements and the Land from Assignor to Assignee as well as the transfer of certain warranties related to the Improvements. The provisions of this Assignment shall not reduce the fees required to obtain water service for the Project, if any. NOW, THEREFORE, the parties hereto hereby agree as follows: 1. Upon execution of this Agreement, Assignee shall pay to Assignor the amount of €teeFour Hundred and Eiehty Four Thousand Dollars ($500,009j($4g4.0001(the "Payment") as total consideration for the transfer and conveyance of the Property from Assignor to Assignee and the performance by Assignor of the other provisions of this Assignment. 2. Upon execution of this Agreement and Assignor's receipt of the Payment, Assignor shall convey to Assignee title to the Land by way of a Grant Deed in the form attached hereto as Exhibit `B.". Assignor shall fully execute and deliver said Grant Deed to Assignee concurrently with the execution of this Agreement and Assignor's receipt of the Payment. The Land shall be transferred from Assignor to Assignee free and clear of all mechanic's or lenders liens or encumbrances, but subject to all other exceptions or matters affecting title. 3. Effective as of Assignor's receipt of the Payment, Assignor does hereby sell, transfer, assign, deliver, and otherwise transfer to Assignee, free and clear of all mechanic's liens and lender encumbrances the Improvements Final Azusa Mountain Cove Bill of Sale.doc 037 4. Assignor hereby represents and warrants that, to its knowledge, there are no mechanic's liens affecting the Property and that, to Assignor's knowledge, Exhibit "C," attached hereto and incorporated herein by reference, includes unconditional lien waivers from each and every contractor, subcontractor, vendor, and other persons supplying goods, materials and services in connection with the construction and installation of the Improvements. For purposes of this Agreement, Assignor's "knowledge" shall mean and refer to the actual knowledge of Michael Battaglia. 5. Effective upon the recordation of the Deed and the receipt by Assignor of a Payment, Assignor hereby grants, assigns, transfers, conveys and delivers to Assignee, without recourse, representation, or warranty, and on an "as -is, where is" basis, Assignor's right, title, interest, benefits and privileges, if any, in and to the following: (a) on a nonexclusive basis and subject to the limitations set forth herein, any assignable warranties in favor of Assignor from the contractors and subcontractors (excluding, however, Standard Pacific Corp., which has provided no such warranties) constructing the Improvements (the "Warranties"), and (b) on a nonexclusive basis and subject to the limitations set forth herein, all plans and specifications which relate to the Improvements, but excluding any such documents or materials to the extent they relate to land or improvements which are not a part of the Property. The Warranties are identified in Exhibit "D" attached hereto and incorporated herein by reference. 6. Assignee hereby accepts the grant, assignment, transfer, conveyance and delivery of the Warranties set forth in Paragraph 5 hereof. Assignee further acknowledges and agrees the non-exclusive assignment of the Warranties is effective only to the extent that (a) any such assignment does not impair Assignor's continuing rights under the Warranties and (b) any such assignment does not result in any loss, liability, claim or judgment against Assignor, Standard Pacific Corp., a Delaware corporation, Standard Pacific of Orange County, Inc., a Nevada corporation, or any of their respective members or partners, and each of their respective divisions, subsidiaries, members, partners and affiliated companies and each of their managers, employees, officers, directors, shareholders, agents, representatives, successors and assigns (individually, an "Indemnitee," and, collectively, the "Indemnitees"). 7. Assignee acknowledges that it has accepted the Improvements and Assignee has approved the design and specifications of the Property in all respects. Assignee shall indemnify, defend and hold Assignor and the other Indemnitees, harmless from any expense, liability, or claim for death, injury, loss, damage or expense to persons or property which may arise or is claimed to have arisen either (a) as a result of any act or omission of Assignee, its officers, agents, or employees; or (b) with respect to the design, construction, maintenance, and operation of the Improvements, save and except if such death, injury, loss, damage, or expense is determined by a court of competent jurisdiction to have been solely caused by any gross negligence or willful misconduct of such Indemnitee (and the acts or failures to act of any consultant, contractor, or other agent or representative of any Indemnitee shall not be attributed to such Indemnitee). Assignee waives on its behalf and releases the Indemnitees from all claims and demands of any kind or character which Assignee has or asserts, or may hereafter have or assert, against the Indemnitees, or any of Final Azusa Mountain Cove Bill of Sale.doc 2 1 038 them, for any losses, damages, injuries to or death of any person, or other liabilities incurred by Assignee at any time, whether direct or indirect, known or unknown, based upon, arising out of, or relating to the Property, and the activities and transactions in connection with the condition, use and/or construction of the Improvements and any patent or latent defects relating thereto. ASSIGNEE HEREBY ACKNOWLEDGES THAT IT HAS READ AND IS FAMILIAR WITH THE PROVISIONS OF CALIFORNIA CIVIL CODE SECTION 1542 ("SECTION 1542"), WHICH IS SET FORTH BELOW: "A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS WHICH THE CREDITOR DOES NOT KNOW OR SUSPECT TO EXIST IN HIS FAVOR AT THE TIME OF EXECUTING THE RELEASE, WHICH IF KNOWN BY HIM MUST HAVE MATERIALLY AFFECTED HIS SETTLEMENT WITH THE DEBTOR." BEING AWARE OF SAID CODE SECTION, ASSIGNEE HEREBY EXPRESSLY WAIVES ANY RIGHT IT MAY HAVE THEREUNDER, AS WELL AS UNDER ANY OTHER STATUTE OR COMMON LAW PRINCIPLE OF SIMILAR EFFECT, WITH RESPECT TO THE CLAIMS AND DEMANDS RELEASED ABOVE. 8. This Assignment shall be binding upon and inure to the benefit of the successors, assigns, personal representatives, heirs and legatees of the respective parties hereto. 9. In the event of the bringing of any action, arbitration, suit, or proceeding by a party hereto against another party hereunder by reason of any breach of any of the covenants, conditions, agreements or provisions on the part of the other party arising out of this Assignment, the prevailing party shall be entitled to have and recover of and from the other party all costs and expenses of the action or suit, including reasonable attorneys' fees. 10. This Assignment shall be governed by, interpreted under, and enforced and construed in accordance with the laws of the State of California. 11. This Assignment may be executed in multiple counterparts, each of which shall be deemed an original, but all of which together shall constitute but one and the same instrument. [Signatures begin on following oage.l Final Azusa Mountain Cove Bill of Sale.do 3 - .039 IN WITNESS WHEREOF, the parties hereto have executed this instrument as of the date first hereinabove written. "Assignor" Azusa Asseeia4es AZUSA ASSOCIATESULC a California limited liability company By: Standard Pacific of Orange County, Inc., a Nevada corporation, its Manager I� Name: "Assignee" THE CITY OF AZUSA, DEPARTMENT OF LIG a California municipal corporation Name: Final Azusa Mountain Cove Bill of Sale.doc 4 040 Exhibit "A" Description of the Land Lot 333 of Tract No. 52824-2, in the City of Azusa, County of Los Angeles, State of California, as shown on a map filed in Book 1272 at Pages 72 through 85, inclusive, of Maps, in the office of the County Recorder of said County. Final Azusa Mountain Cove Bill of Sale.doc G 041 Exhibit "B" Grant Deed and Easement Deeds [see attached] Final Azusa Mountain Cove Bill of Sale.doc A 042 Exhibit "C" Unconditional Lien Waivers Final Azusa Mountain Cove Bill of Sale.doc '] 043 Exhibit `T" Warranties Final Azusa Mountain Cove Bill of Sale.doc 8 044 RECORDING REQUESTED BY AND WHEN RECORDED RETURN TO: City of Azusa 213 E. Foothill Blvd. Azusa, CA 91702 Space above this line for Recorder's Use GRANT DEED No Recording Fee, Pursuant to Gov't Code §6103 THE UNDERSIGNED GRANTOR DECLARES: Documentary Transfer Tax is: $-0- This conveyance is an acquisition of title by an exempt governmental entity (Rev. & Tax Code § 11922) ❑ City of Azusa, a California Municipal Corporation ❑ computed on full value of interest or property conveyed, or ❑ computed on full value of liens or encumbrances remaining at time of sale, and FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, AZUSA ASSOCIATES, LLC, a California limited liability company, hereby GRANTS to THE CITY OF AZUSA, a California municipal corporation, its successors and assigns, the following described real property in the County of Los Angeles, State of California (the "Proyeerty"): Lot 333 of Tract 52824-2, as shown on a map filed in Book 1272 Pages 72 through 85, inclusive, of Maps, in the Office of the County Recorder of Los Angeles County. EXCEPTING AND RESERVING UNTO Grantor, its successors and assigns, together with the right to grant and transfer all or a portion of the same from time to time to one or more parties (including, without limitation, the Mountain Cove Community Association, a California nonprofit mutual benefit corporation, and its agents, employees and contractors) non-exclusive easements over the Property for purposes of placement, maintenance, repair, and replacement of landscaping and irrigation equipment together with the right of ingress, egress and access over the Property as reasonably necessary in connection with the exercise of the foregoing. SUBJECT TO: 1. General and special real property taxes and assessments and supplemental assessments, if any, for the current fiscal year. 2. All other covenants, conditions, restrictions, reservations, rights, rights-of-way, dedications, offers of dedication and easements of record, apparent, or known to Grantee. Final Azusa Grant Deed re Standard Pacific.dm 045 IN WITNESS WHEREOF, Grantor has executed this Grant Deed on the day and year hereafter written. 2003 Azusa Associates, LLC, a California limited liability company By: Standard Pacific of Orange County, Inc., a Nevada corporation, its Manager By: Title: Name: Final Azusa Grant Deed re standard Pacific.doc 2 046 4C State of California County of Orange On 2003, before me, personally appeared personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Notary Public State of California County of Orange On , 2003, before me, personally appeared personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Notary Public Final Azusa Grant Deed re Standard Ncific.dm 047 17 :a, A AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2003 P SUBJECT: RESOLUTION TO CREATE A NEIGHBOR ASSISTANCE PROGRAM RECOMMENDATION It is recommended that the Azusa Utility Board/City Council adopt the creation of a Neighbor Assistance Program where Azusa Light & Water customers could contribute any amount to assist a low-income Azusa Light and Water customer, pay their water bill once a year. BACKGROUND Azusa Light & Water low-income electric customers currently have two programs available to them. Low Income Home Energy Assistance Program, or LIHEAP, a federally -funded program that helps low-income households pay their energy bills, is granted once a year. The amount is based on the number of persons in the household, total household income, the cost of energy within the county where the household resides, and funding available. The average annual payment in California is $182.00. Azusa Light & Water also has a Public Benefit Low -Income Assistance Program that pays one month's electric bill per year. From January 1, 1998 to June 30, 2003 this program has paid out $19,717.00 to 611 customers. There are no programs, however, to provide assistance to water customers. Programs at Burbank, Riverside, and Los Angeles were surveyed and a summary of their programs is in Attachment A. Azusa Light & Water's proposed Neighbor Assistance Program would pay a maximum of $50.00 per qualifying residential water account per fiscal year. This amount was determined because water bills average $33.17. We would use the same qualifying guidelines as for the Public Benefits low-income assistance program. We could modify the application form so residents could complete just one form for both programs. To qualify, customers would need to have a good utility payment record with Azusa Light & Water, have been a residential customer of ours for one year, and meet the LIHEAP Federal low-income guidelines. Funds for the program would come from customer contributions either by writing a separate check or rounding up to any even dollar amount on their utility bili. To keep the program simple to administer, there would be no waiting list. Azusa Light & Water would administer the program on a first-come first -serve basis as funds are available. Program advertising would be done throughout the year on the utility bill message and once a year, in the fall, a bill insert would be created to describe the program in more detail and encourage contributions. Due to the programming required to accept contributions, we anticipate being able to start the program the 1" quarter of 2004. FISCAL IMPACT Approximately $3,000.00 for one bill insert per year advertising the program. This would be charged to account 31-40-711-909-6539, Informational & Instructional Advertising. Administration will handled internally by Azusa Light & Water Customer Service. Prepared by: Karen Vanca, Assistant Director of Customer Care and Solutions Attachments: 040 NeghborAsst Neighbor Asst ProgramFxhibitA.do PrograrrrReso.doc 040 ATTACHMENT A Customer Assistance Programs Burbank Neighbors Offering Emergency Love, or NOEL, program, started in 1989. This program pays $100.00 per resident on a one-time only basis to someone who recently went through an emergency, such as a medical crisis, lost their job, etc. Funds are paid out anytime during the year as long as funds are available. There is no income limitation, rather funds are granted to a resident with good credit with Burbank with one year of service with the utility. Customers can donate by writing a separate check, usually $5.00, and include it with their payment. The number of customers helped has not been tracked. Riverside SHARE started in 1989 and pays $150.00 per residential account per calendar year as long as funds are available. This is a low-income program based on Federal guidelines, the same as LIHEAP. The only other requirement is that the customer have one year of service with Riverside. Customers can donate by checking a box on their utility bill and either deciding each month or signing up to automatically roundup to the nearest amount the customer wishes to donate - nearest ($1.00, $5.00, $10.00, etc.) or to donate a Flat amount every month. Riverside collects an average of $3,500.00 each month. They promote donations to the program in November and December on the back of their utility bills, with bill inserts, and on their utility bill envelopes. Their Public Benefit funds pays $90,000.00 for the County Department of Community Action to administer the program. This contract may be discontinued in the near future. Their Public Benefit funds add another $600,000.00 into the program annually for City residents only, as county residents don't pay into the Public Benefit funds. Approximately 15,000 customers have received help to date. Los Angeles Department of Water and Power Project Angel, Assist Neighbors by Giving Energy for Living, began in 1983 and pays a maximum of $100.00 to senior citizens or low-income residential accounts per year based on the Federal low-income guidelines. Other requirements are that they must be a LADWP customer, residential single-family, and must have a balance owning on their account. Donations are solicited on utility bills. Any dollar amount can be added to a utility bill. There is no automatic monthly sign-up, rather the donation is good only for that month. No Public Benefit funds are involved. Whenever the fund reaches $100,000.00 - usually every two years - LADWP explains the program in a bill insert and the day of distribution and location. Usually all the funds are exhausted on the morning of the distribution day. Approximately 1,000 customers are helped every two years. United Way holds the funds and charges LADWP $3,000.00 per month for this service 0.5 0 RESOLUTION NO. A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CREATING A NEIGHBOR ASSISTANCE PROGRAM. WHEREAS, there are no state or federal programs which help low-income residents pay their water bills; and WHEREAS, the Utility Board/City Council desires to create a program to provide some assistance to low-income utility customers; and WHEREAS, the Utility Board/City Council has determined that one way to fund a low-income assistance program is through the voluntary contributions of Azusa Light & Water customers; and WHEREAS, the Utility Board/City Council believes it is healthy for the community to voluntarily support those in financial need through a Azusa Light & Water - sponsored Neighbor Assistance Program; and NOW, THEREFORE, THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, DOES FIND AND DECLARE THAT: Section 1. Program Creation. A Neighbor Assistant Program is hereby created which will allow Azusa Light & Water customers to make contributions which will be used to reduce the cost of water service for one month per year for qualifying low- income customers. Section 2. Effective Date. The resolution shall become effective January 1, 2004. PASSED, APPROVED AND ADOPTED this 27th day of October 2003. Cristina C. Madrid Mayor 051 z 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 Utility Board/City Council on the 27th day of October 2003, by the following vote, to wit: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza City Clerk 052 AZUSA t IGMT 6 'MATIR AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITI� DATE: OCTOBER 27, 2003 SUBJECT: RESOLUTION TO AWARD CONTRACT FOR THIRD PARTY UTILITY BILL PAYMENT SERVICES TO SPEEDPAY RECOMMENDATION It is recommended that the City Council adopt the attached resolution amending Azusa Light & Water Rules and Regulations and awarding a two-year contract to Speedpay for utility bill payment services for collection by credit card, debit card, automatic clearinghouse (ACH), and electronic check. BACKGROUND In fiscal year 2002-03 the number of credit card payments received by Azusa Light & Water had risen to 4,323 and debit card payments to 774. The related bank charges to the utility amounted to almost $17,000.00. Additionally, the utility experienced an increase in the number of cases of credit card fraud primarily due to the large number of credit card payments received through the mail. These are time-consuming to investigate and resolve. At the same time, customers have been asking for additional payment options. Residential customers want the convenience of making payments over the telephone and we currently do not have that capability. Some of our business customers want the ability to pay bill amounts higher than our current $500.00 limit, which was instituted to minimize bank charges to our utility by credit card so they can maximize their credit card benefits. Not all other utilities, such as Southern California Edison, The Gas Company, and Verizon, take credit card payments over the telephone due to the increase in fraud. Edison takes checks by phone for $5.00 per transaction and The Gas Company and Verizon take ATM payments by phone for a fee. The new payment methods, reflect the concern for possible fraud and the high cost of bank charges. Other utility customers are becoming accustomed to paying to use these payment methods for recurring payments. Azusa Light & Water is interested in piloting a two-year project with SPEEDPAY, a third -party 053 payment service that can offer the services our customers are requesting. With the convenience of SPEEDPAY, customers can make payments 24 hours per day, 7 days per week via a toll free telephone number, through a link from Azusa Light & Water's website or directly from SPEEDPAY's website. During business hours, from our Light & Water office customers can either use the pay phone in our lobby to call SPEEDPAY's toll free number or our Customer Service Utility Representatives, including cashiers, can assist customers with these payments via SPEEDPAY's website. Customers will only be charged a $3.95 per $500.00 increment service charge directly by SPEEDPAY. This will be a great convenience for customers scheduled to be disconnected for non -pay, as they could call SPEEDPAY and make a payment, get a confirmation number proving payment, call our office with the confirmation number, and avoid disconnection - all without having to leave their home or office to come to our office to make the payment. Doing this process before being disconnected can save a customer $30.00, or $50.00 - $100.00 on weekends, in reconnection charges. (Attached is an information sheet on how the process works.) Costs for this service would shift from Azusa Light & Water to the customer. SPEEDPAY charges are less than those charged by other local utilities for credit card payments. SPEEDPAY also takes the responsibility to verify payment for fraud before sending payment to us. We can receive payments electronically as frequently as we request and send a file every hour with payment information from 6 a.m. to 5 p.m. to populate our Customer Information System. SPEEDPAY has extensive experience in this field with other companies and utilities, including Duke Energy, Illinois Power, Piedmont Natural Gas, Georgia Natural Gas, Southwest Gas, Alliant Energy, and SPEEDPAY recently signed a contract with the Sacramento Municipal Utility District. The Los Angeles Department of Water & Power is also considering using SPEEDPAY. At no cost to Azusa Light & Water, SPEEDPAY will also provide the initial advertising materials to inform customers of this service. The attached Letter of Agreement was reviewed and approved by City Attorney, Jeffry Ferre, of Best Best & Krieger LLP. FISCAL IMPACT No cost to Azusa Light & Water but there will be a savings of the bank charges. Customers would pay $3.95 per transaction of $500.00 or less directly to SPEEDPAY. Prepared by: Karen Vanca, Assistant Director of Customer Care and Solutions Attachments: 054 Speedpay-Exhibit Speedpay Info. pdf Speedpay Letter of Speedpay & Rules A.DOC Agreement.DOC Amend Reso. DOC 054 EXHIBIT "A" Proposed Changes to Rules and Regulations ELECTRIC RULE CHANGES Changes to take effect November 1, 1003, text to be deleted is highlighted in StFileeeui. Changes to take effect November 1, 2003, 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 Rule No. 8 Rendering and Payment of Bills F. CREDIT CARD CHARGE: The credit card payment option is limited to $500.00 erkss. Credit card and debit card payments for Azusa Light & Water will be accented through a third- party vendor, by calling a toll-free number, accessing them from Azusa Light 8- Water's web site or at the third-party vendor's web site twenty-four hours a day, or with assistance at the Azusa Light & Water office. There will be a convenience charge of $3.95 per increments of $500.00 for this service. WATER RULE CHANGES Amendment to Rule No. 7 Rendering and Payment of Bills E. CREDIT CARD CHARGE: The credit card payment option is limited to $500.00 er-les s. Credit card and debit card payments for Azusa Light R Water will be accepted through a third - Party vendor, by calling a toll-free number, accessing them from Azusa Light & Water's web site or at the third -party vendor's web site twenty-four hours a day, or with assistance at the Azusa Light & Water office. There will be a convenience charge of $3.95 per increments of $500.00 for this service. Sim E Commerce Gi bill payment and Speedpay Accep - ACH/Electronic - Credit Cards - ATM Cards - Checks Goal is a leading provider of .tiple Payment Types: Transfer Speedpay's Bill Payment Service • Desktop Payment Applicatio r_ • Voice Response Unit r, • Internet Payment Solution Corporate Overview • ECG is a wholly owned subsidiary of First Data Corporation (NYSE: FDC) • Fortune 300 company • 6.4 Billion in Sales, 13% One Year Sales Growth • 29,000 Employees • Largest Credit/Debit Card Processor in U.S. • Majority Owner of the NYCE ATM Network One of the World's Largest Money Transfer Networks ECG Customers: Sample Client Representation • Aquila • Duke Energy • CP&L • Illinois Power • Cinergy •-Sprint • Comcast • Ameren • PECO • Tampa Electric (TECO) • Florida Power • Orlando Utilities (OUC) • Charter :.Communications - Desktop Payment Application: For the live anent Browser -based application that CSRs use to enter and lookup payments - Accessed through corporate mtraaca Yo" the desktop site on - Sopbisticated look -up capaMhoes allows 'Y CSRs to provide seamless customer sece rvi - Aa payments are accessible, regardless of type or mode of may - Capableofsrhedulingrecumng - paymeots - -- ,two 1 I Voice Response Unit (VRUI): The Automated Agent Customers enter payment themselves through the phone Available 24/7/365 Services customers quickly and efficiently Reduces call volume to live agents No labor costs Internet Payment Solution: The Virtual Agent • Customers enter payments - themselves through your + - website +' -Available 24/7/365 - Reduces call volume to live _- agents - No labor costs - Enhances your advertising efforts Speedpay Verify Utilizes a network of over 150 million bank accounts from major banks, including Citibank, Bank of America, Wells Fargo, Chase and others. Checks the current status of the account (overdrawn, frozen, closed, etc.) within seconds Gives you information to evaluate whether or not to proceed with the transaction Sample IVR Call Flow • Hello, you have rrnchedtheSpeedpdy aptiontopayN'tur bill over the telephone. Ploare have your routing number mul checking acmvn! mm�beq or your credl cordm order m complete your(mymenG Please eller your otility oeeo"v m mberfoll—ed by the poundsign. • Customer then cbooses to pay via- Checks, ACF, at Credit Card • Cwomer eaters payment information • Payment is mvimed, ooaf rased, and customer is provided with a confirmation Dumber. Options available to smve off discans c crm,,..w In-person Payment Solution: • A service of Western Union, Convenience Pay allows customers to pay their utility bills at over 10,000 Western Union agent locations • Customers' checks are fed into a check reader which converts the payments into ACH transactions Integration Capabilities: Front End Reduces data entry ,on Allows payments to be entered faster Determines Eligibility of customer - MODIO, MODI 1, or custom validation Speedpay can pre -populate the information with: - MQ series - Screen Scraping - Customer Files e. - TCP/IP Messaging 057 Integration Capabilities: Postine Files • Automatically updates your CIS - Automatic notes posting - Payment posting - Immediate notification on disconnect payments • Reduces data entry errors • Capturesallpayments, regardless of type or mode of entry - Application Monitoring • All hosted applications are monitored on a 240 basis • Real-time alerts are sent to on call technical experts if a problem is detected Speedpay Convenience Fee Service • With this service, Speedpay charges a fee to each customer that makes a Speedpay payment • The payment amount is deposited to the utility and the fee amount is deposited to E Commerce Group • The fees are used to cover the utility's cost of using Speedpay and accepting credit card payments. - There is no cost to the utility fm using Speedpay under the coms.eme Fee Semite? • Web Security - Encryption: SSL 128bit - ArUhenticir6on: Digital Certificates - Authorization: Required login with loan number and the last 4 digits of the social security number - Firewalls Superior Technical Support • Technical support representatives are available 24 X 7 X 365! • 94.7% of all calls are resolved within one- hour of the initial in=bound call • 940/6 of all technical support calls have a wait time of less than 5 minutes for a technical support representative. - Thank You! Lauren Mesch E Commerce Group 7 Dey Street New York, NY 10007 (904) 997-1884 - 1- 058 1 z AZUSA LIGHT & WATER For Quality of Life Speedpay, Inc. 7 Dey Street New York, New York 10007 City of Azusa LETTER OF AGREEMENT Re: Letter of Agreement for credit card payment service. Dear Mr. Mesch: This letter shall be our Agreement regarding credit card payment service described below ("Services") to be provided by Speedpay, Inc. as an independent contractor to the City of Azusa for the City's collection of utility bill payments via the methods described in Exhibit `B". The City of Azusa hereby authorizes Speedpay to provide the Services described herein and charge the consumer directly for the Service. The Services to be provided are more particularly described in the Scope of Services attached hereto as Exhibit `B" and incorporated herein by reference. Contractor shall perform all Services under this Letter of Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California, and consistent with all applicable laws. Contractor represents that it and its employees have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and shall be maintained throughout the term of this Agreement. The City will cooperate with Speedpay in obtaining all required authorizations and authentications from customers. This may require the City to send statements to its customers including certain language required by Speedpay as follows on the City's billing statements to customers, or as insert mailings. City and Speedpay will work jointly to determine an acceptable content form to such mailing, though Speedpay will have ultimate discretion over the content and reasonable form of such. This may also require regular provision of customer data to Speedpay to ensure authentication of the consumer. The City shall provide no compensation for the above services. Contractor will charge a customer $3.95 for each credit card payment processed. Azusa Light & Water 729 N. Azusa Avenue P. O. Box 9500 Azusa, California 91702 626/812-5208 (phone) 626/334-3163 (fax) www.azusalw.com (web) I information@azusalw.com (e-mail) 059 Letter of Agreement Page: 2 If Contractor is an employer or otherwise hires one or more employees during the term of this Project, Contractor shall also provide proof of workers compensation coverage for such employees which meets all requirements of state law. Contractor shall also provide errors and omissions professional liability insurance appropriate to its profession in an amount, with conditions and for a term acceptable to the City. The term of this Agreement shall be for a period of two (2) years from the Effective Date (as indicated in the signature line below). Either Party may terminate this Letter of Agreement at any time with or without cause on thirty (30) days written notice. The term may be extended for one or more additional 2 -year terms upon the mutual written consent of both parties prior to expiration of the then applicable term. Contractor shall defend, indemnify and hold the City, its officials, officers, employees, agents and volunteers free and harmless from any and all claims, demands, causes of action, expenses, liabilities, losses, damages and injuries to property or persons, including wrongful death, in any manner arising out of or incident to any alleged negligent acts, omissions or willful misconduct of Contractor, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services or this Agreement, to the extent provided herein. Under no circumstances will Speedpay and its affiliates or any of its directors, officers, employees, agents or subcontractors be liable under any theory of tort, contract, strict liability or other legal or equitable theory for lost profits, indirect, incidental, special, consequential, exemplary, incidental, or punitive damages, each of which is hereby excluded by agreement of the parties regardless of whether such damages were foreseeable or whether Speedpay or any entity has been advised of the possibility of such damages. Notwithstanding anything in this Agreement to the contrary, Speedpay's (and its affiliates or any of its directors, officers, employees, agents or subcontractors) cumulative liability, including for claims, expenses, damages or indemnity obligations arising out of this Agreement, shall not exceed $600,000.00. To the extent either party receives confidential or proprietary information pursuant to this Agreement, the receiving party shall not disclose such information to any other party except to provide the Services as described herein. Notwithstanding the foregoing, the parties acknowledge and agree that the City is subject to the California Public Records Act that requires disclosure of records under certain circumstances. In the event a request is made for disclosure of confidential records in connection with this Agreement, the City shall notify Contractor and shall pursue any applicable exemption from disclosure as may be provided by the Act. If you agree with the terms of this Letter of Agreement, please indicate by signing and dating where indicated below. An original, executed copy of this Letter of Agreement is enclosed for your records. - 060 Letter of Agreement Page: 3 CITY Approved by: Rick Cole City Manager CONTRACTOR Reviewed and Accepted by Contractor: Signature Approved as to Form: Name Best Best & Krieger LLP City Attorney Title Effective Date Letter of Agreement Page: 4 Exhibit B CONVENIENCE FTE SERVICE 1. Service Description. SPI will host the Service on its server (the "Speedpay Hosted Service"). A. Payment Acceptance: Client may receive Customer Payments in U.S. funds (no foreign exchange provided) via Speedpay in amounts no greater than $500 per transaction through: ® Customers credit/debit cards ("Sneedpav Credit Card Payment") ® Debits to Customers' bank accounts through transfers using Customer's on-line debit cards without personal identification number entry or verification ("On-line PIN -less debit"). The parties acknowledge that the use and availability of On -fine PIN - less Debit is subject to the rules and regulations of applicable debit card networks (as in effect from time to time, the "Network Rules"), including, but not limited to, daily transaction limits. ® Debits to Customers' bank accounts through either: ❑ production of pre -authorized drafts drawn on a Customers bank account and processed for collection through regular banking channels (a "Speedpav Check"). SPI will print, produce and present checks. ® an automated clearing house ("ACH") electronic transfer (a "Sueedpav ACH" and, collectively with Speedpay Checks, "Sneedpay Debi[ Payments"). SPI will create and submit file to ODFI for processing. Client will include mutually agreed upon disclosures on ClienPs statements sent to Client's Customers. B. Payment En[rv: Client may receive Customer Payments for processing into a U.S. account using Speedpay through: ® an Internet -based system operated by SPI and accessed directly by Customers via a website hosted and operated by Speedpay (the "Speedpay Website"). The Sp"dpay Website pages relating to Client shall be developed and displayed in accordance with the mutual agreement of the parties. ® an Imemet-based system operated by SPI and accessed by Client employees on behalf of Customers via a secure website (the "Sundpav Extranet Service") for the purpose of inputting Customer Payment information when such Customer requests that a Customer Payment be made, or ® through an interactive voice response ("IVR") system operated by Speedpay and accessible by Customers (the "Speedpay IVR Service"). 2. SPI Responsibilities. A. Resources. SPI will provide, as applicable, the. materials and services ("Resources") necessary to process Customer Payments through Speedpay, except for the minimum requirements set forth in paragraph 3A of this Schedule which are Client's responsibility. SPI shall use commercially reasonable efforts to ensure that the Resources will accurately and correctly perform the functions required to make Customer Payments using the Service. B. IVR. For the Speedpay IVR Service, SPI will (i) make available a toll free (800 or similar) telephone number to access the Speedpay IVR Service, (ii) provide IVR equipment and software, as necessary to allow Customers to input their account number, payment amount and credit card or checking account information through the Speedpay IVR Service; and (iii) maintain the IVR unit. C. Transit numbers. SPI shall maintain an updated national database of all ABAfrmnsit numbers for banks and bank verification throughout the country as necessary to provide the Service. D. Card Association Charm. SPI shall submit all Speedpay Credit Card Payments and Speedpay Debit Payments to third party credit card networks and debit card networks. E. Downtime. SPI reserves the period from 12:01 AM through 6:01 AM EST on Saturdays and Sundays for maintenance, repairs, inspections, modifications and improvements to Speedpay, during which period the Service may not be available. 3. Client Responsibilities. A. Hardware and Software Requirements. Client's browser must be Internet Explorer 5.5, Service Pack 2 and above OR Netscape 4.7.2 or above. Microsoft VM (Virtual Machine) for Java must be installed if using Internet Explorer (VM usually downloads automatically when IE is downloaded). SPI will not be responsible if Client's systems do not meet these requirements. B. System Access/Posting Charees. All charges with respect to accessing orposting to Client's servicing system are Client's sole responsibility. C. Fraudulem(Unauthorized Transactions/Errors. Client shall not accept, deposit, enter into its computer terminal or database a Speedpay Debit Payment or Speedpay Credit Card Payment that has not been properly authorized by the Customer concerned, and shall be responsible for all losses and liabilities incurred by SPI or any Customer or other third party that arise out of unauthorized or fraudulent Customer Payments. Client is responsible for erors made by Customers in entering credit card and/or bank account numbers and other Customer Payment infnnnation and any resulting unauthorized debits or credits to Customer or other third party accounts. D. Customer Relationship Credits. Client is responsible for all relationships with all Customers, including without limitation, delivery of all communications and disclosures to Customers, unless specifically provided by SPI as indicated herein. Client shall respond to and resolve Customer inquiries and complaints. Client shall maintain complete and accurate records of inquires and complaints from Customers arising out of the Service, including the manner of disposition or resolution thereof, and shall promptly notify SPI in writing of such complaints and provide SPI with any information reasonably requested by SPI related to the disposition or resolution of such complaints. E. Password Protection. SPI may provide Client user name(s) and/or password(s) in order for Client's employees to access and use the Speedpay Extranet Service. Client is solely responsible for maintaining the confidentiality of all such user names and passwords, and is fully responsible for all activities that occur under Client's user names and passwords. Client may not disclose such user name(s) or passwords to any third party. Client agrees to immediately notify SPI of any unauthorized use of Client's user names or passwords or any other breach of security. SPI is not responsible for any loss to Client that arises from such use or action or from Chent's failure to comply with these provisions. F. Authorizations. Client is responsible for obtaining all required authorizations in form and manner from Customer, including the authorization for the convenience fee payment made directly to SPI. Should Client obtain recurring authorizations from Customers, Client shall be responsible for complying with Regulation E and at a minimum Client will: (1) obtain preauthorized electronic fund transfers from a consumer's account authorized only by a writing signed or similarly authenticated by the Customer; (2) provide a copy of the '062 Letter of Agreement Page: 5 authorization to the Customer, (3) provide information to Customer about their right to stop payment by notifying Client orally or in writing at least three business days before the scheduled date of the transfer, (4)provide information to Customer about their right to revoke their authorization; (5) provide Customer with written notice, unless waived by Customer, of the amount and date of a transfer amount that will fall outside the range or differ by more than an agreed-upon amount at least ten (10) days before each scheduled date of transfer; (6) obtain authorization for transfers varying in amount by giving the Customer the option of receiving notice only when a transfer falls outside a specified range of amounts or only when a transfer differs from the most recent transfer by more than an agreed-upon amount. G. Miscellaneous. Client represents and warrants that all sums owed by Customers must be bona fide, just and lawfully due and owing. Client has all necessary licenses and authorities to conduct its business and lawfully collect the sums from the Customers. Client will cease and desist in all pre -authorized Speedpay Check production immediately should its Speedpay authorization he revoked or suspended during, or as a result of, any investigation, audit, or unfavorable review by SPI, any governmental entity or regulatory authority. 4. A. Merchant Processor & ODFI Election. The parties agree that SPI will use its own credit card merchant processors and/or ODFIs to charge/debit consumers accounts for the payments authorized by users of the SPI Service. For credit card transactions, SPI must identify, itself as the merchant Such funds will be held temporarily in SPI, and where applicable (as determined from time to time by SPI in its sole discretion) Western Union, accounts, and then swept into the Client's designated bank account. B. Process. SPI shall provide to Client a posting file and a separate reversal file each business day for all payments entered and scheduled for processing since the last processing cycle (usually the same time the prior business day). I. The "Posting Fife" contains information on that processing day's principal payment amounts and typically includes: (i) Information on the consumer receiving credit for the payment, (ii) The credit account number (the Client's account number); (iii) Payment amount; (iv) Effective date, and (v) Any additional information required to post the payment to the Client's accounts receivable system. 2. The "Reversal File" contains information on that day's principal payment amounts that have been returned for any reason, including NSF (insufficient funds), charge back, account closed, etc, and includes information on the consumer who originally received credit for the payment, including: (i) The credit account number (Client's account number); (it) Amount; (iii) Effective date, and (iv) Any additional information required to reverse the payment from the Client's accounts receivable system. The transactions in both of these files will be (check one): ❑ Segregated into multiple files based on "Payment Type" (Credit Cant, ACH, Debit Cards) ❑ Annotated to indicate the type of payment. SPI will submit payments included in the Posting File to the ODFI, merchant, or credit/debit processing network (as applicable) to request the debit of the consumer's account in the amount of the principal amount plus any applicable convenience fee (which will be aggregated for one debit). The total dollar value of these charges/debits is referred to as the "Payment Total" for the particular transaction type (i.e., payment total for credit cards). The "Payment Total" amount less the aggregate dollar amount of any convenience fees will be the "Client Total". C. Settlement to Client. SPI shall credit the "Client Total" using an ACH credit to the account designated by the Client. This amount will equal the sum of the principal payment amounts included in the Posting file for the same processing day. SPI shall initiate a separate ACH debit (inclusive of a separate charge back fee) to the same account for charge back/remm items identified since the last processing cycle. D. Reports. SPI shall provide Client with reports for each payment type (i.e., ACH, credit card or debit card) showing number and dollar amount of transactions, reversals and returns, SPI convenience fees and other information as mutually agreed to by the parties. E. Consumer Disclosures. Customer receipts and disclosures, including ACH authorizations (discussed below), IVR scripts and web pages will be provided at Client's expense in a form and manner agreed to by the parties and approved by Western Union. The parties agree that Western Union may require such receipts and disclosures to contain Western Union branding to comply with state money transmitter laws, as determined by Western Union in its sole discretion. F. ACH Authorizations. ACH debits conducted through the SPI Service utilizing the SPrs ODFI are limited to prearranged payment and deposit entries ("PPD") and intemet-initiated entries ("WEB"J. Client shall, be responsible for obtaining authorizations in accordance with the following SPI approved processes: For Interactive Voice Response ("IVR") Transactions, Client shall obtain authorization for a PPD coded debit. PPD's are debits initiated by an organization pursuant to a standard or a single entry authorization from the customer to effect a transfer of funds to or from the customers account. The PPD code, used in the context of an IVR transaction, requires electronic authorization rather than oral. The PPD code is used when the customer authorizes the payment through the following two steps. The Client, in conjunction with SP1, must notify each customer who could potentially make an ACH payment through the IVR that by using the IVR, the customer is authorizing an ACH debit to be made against his bank account. This notification could be made through a letter sent to all customers, or through an insert in the billing statement or special language printed on the billing statement. This notification must clearly and conspicuously state the terms of making an ACH payment through the IVR, as well as how a customer can revoke ACH authorization. In addition, NACHA requires that a commercially reasonable means of authenticating the consumer be utilized. This authentication requirement reduces the risk of fraud and mistakes. For Intemet Transactions, Client shall obtain authorization for a WEB entry coded debit. Web entries are debit transactions initiated by an originator pursuant to an authorization that is obtained from the customer via the Internet to effect a transfer of funds from the customers account. The NACHA Rules require that an authorization be in a writing that is signed or similarly authenticated by the customer. In the context of WEB entries, this requirement may be satisfied if the 063 Letter of Agreement Page: 6 Client and SPI assure that the customer is able to read the authorization language displayed on a computer screen, prompt the customer to print and retain a copy of the authorization for his records (and provide a hardcopy of the authorization if requested to do so) and require the customer to demonstrate affirmative consent to the authorization by requiring the customer to click or an "I Agree" button. The authorization must clearly and conspicuously state its terms and (for recurring payments only) describe how the customer may revoke ACH authorization. For Call Center Trunsacfions, Client shall obtain authorization for a PPD coded debit. PPD's are debits initiated by an organization pursuant to a standard or a single entry amborization from the customer to effect a transfer of funds to or from the customers account. The PPD code, used in the context of a call center transaction, requires that the consumer be authenticated using a commercially reasonably means. The Client shall ensue that its customer service representatives include statements regarding (1) the date on or after which the consumers account will be debited; (2) the amount of the debit entry to the consumer's account; (3) the consumers name; (4) a telephone number that is available to the consumer and answered during normal business hours for customer inquiries; (5) the date of the consumers oral authorization; and (6) a statement that the authorization obtained from the consumer will be used to originate an ACH debit entry to the consumer's account. 5 Customer Payments and Fees. In consideration of and for the utilization of the Service, spi will assess a convenience fee to Customers utilizing the Service which Ice shall be determined by SPI in its sole discretion. This fee will be for each transaction, regardless of the amount involved. Customer will be advised of [his fee and the specific dollar amount and be given the option of accepting or rejecting this convenience fee and the attendant Service. No fee will be assessed to Client for this service. 064 RESOLUTION NO. A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, AWARDING A CONTRACT FOR THIRD PARTY UTILITY BILL PAYMENT SERVICES TO SPEEDPAY WHEREAS, the Utility Board/City Council encourages and supports providing new services to utility customers; and WHEREAS, the Utility Board/City Council encourages and supports customers paying for services used; and WHEREAS, Azusa Light & Water proposes awarding of a two-year contract to SPEEDPAY for third -party utility bill payment services; and WHEREAS, pursuant to Section 78-37 of the Azusa Municipal Code, the Utility Board/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 & Water Department.; and WHEREAS, Azusa Light & Water has established a third -party utility bill payment service; and WHEREAS, Azusa Light & Water proposes to implement the following additions and changes to the current charges and Rules and Regulations: 1. Electric Rule No. 8, Item F, and Water Rule No. 7, Item E, Rendering and Payment of Bills, CREDIT CARD CHARGE: changes to take effect November 1, 2003, text to be deleted is highlighted in strikeeut and text to be added is highlighted in underline. ;and WHEREAS, these modifications are intended to improve and enhance the service which the Light & Water provides to the community and customers; and WHEREAS, the Utility Board/City Council has determined that the proposed changes are based on staff analysis and recommendation. NOW, THEREFORE, THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, DOES FIND AND DECLARE THAT: 065 SECTION 1. Adoption of Contract. The Utility Board/City Council hereby adopts the Contract for third party utility bill payment services to Speedpay and is incorporated herein as set forth in full. SECTION 2. Adoption of Amendments. The Utility Board/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. Effective Date. The agreement shall become effective on October 27, 2003. The amendments to the charges and Rules and Regulations noted on as item 1, shell become effective November 1, 2003. PASSED, APPROVED AND ADOPTED this 27th day of October 2003. Cristina C. Madrid Mayor 06GO 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 Utility Board/City Council on the 27th day of October 2003, by the following vote, to wit: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza City Clerk 067 AZUSA LIGHT k YlATFI ADDENDUM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2007 SUBJECT: ADDENDUM NO. 1 Please accept the attached addendums for the Utility Board Meeting on October 27, 2003: 1. Page 53-54 of item IV=B. Third Party Utility Bill Payment Services. j 2. Page 65-67 of item IV -B. Third Party Utility Bill Payment Services. Prepared by: Steven Yang, Administrative Technician AZUSA IIGNT R "NATER AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIEk^V DATE: . OCTOBER 27, 2003 SUBJECT: RESOLUTION TO AWARD CONTRACT FOR THIRD PARTY UTILITY BILL PAYMENT SERVICES TO SPEEDPAY RECOMMENDATION It is recommended that the City Council adopt the attached resolution amending Azusa Light & Water Rules and Regulations; award a two-year contract to Speedpay for utility bill payment services for collection by credit card, debit card, automatic clearinghouse (ACH), and electronic check; and authorize the City Manager to sign the Letter of Agreement. BACKGROUND In fiscal year 2002-03 the number of credit card payments received by Azusa Light & Water had risen to 6,847 and debit card payments to 1,303. The related bank charges to the utility amounted to almost $17,000.00. Additionally, the utility experienced an increase in the number of cases of credit card fraud primarily due to the large number of credit card payments received through the mail. These are time-consuming to investigate and resolve. At the same time, customers have been asking for additional payment options. Residential customers want the convenience of making payments over the telephone and we currently do not have that capability. Some of our business customers want the ability to pay bill amounts higher than our current $500.00 limit, which was instituted to minimize bank charges to our utility by credit card so they can maximize their credit card benefits. Not all other utilities, such as Southern California Edison, The Gas Company, and Verizon, take credit card payments over the telephone due to the increase in fraud. Edison takes checks by phone for $5.00 per transaction and The Gas Company and Verizon take ATM payments by phone for a fee. The new payment methods, reflect the concern for possible fraud and the high cost of bank charges. Other utility customers are becoming accustomed to paying to use these payment methods for recurring payments. Addendum No. 1 053 Azusa Light & Water is interested in piloting a two-year project with SPEEDPAY, a third -party payment service that can offer the services our customers are requesting. With the convenience of SPEEDPAY, customers can make payments 24 hours per day, 7 days per week via a toil free telephone number, through a link from Azusa Light & Water's website or directly from SPEEDPAY's website. During business hours, from our Light R Water office customers can either use the pay phone in our lobby to call SPEEDPAY's toll free number or our Customer Service Utility Representatives, including cashiers, can assist customers with these payments via SPEEDPAY's website. Customers will only be charged a $3.95 per $500.00 increment service charge directly by SPEEDPAY. This will be a great convenience for customers scheduled to be disconnected for non -pay, as they could call SPEEDPAY and make a payment, get a confirmation number proving payment, call our office with the confirmation number, and avoid disconnection - all without having to leave their home or office to come to our office to make the payment. Doing this process before being disconnected can save a customer $30.00, or $50.00 - $100.00 on weekends, in reconnection charges. (Attached is an information sheet on how the process works.) Costs for this service would shift from Azusa Light & Water to the customer. SPEEDPAY charges are less than those charged by other local utilities for credit card payments. SPEEDPAY also takes the responsibility to verify payment for fraud before sending payment to us. We can receive payments electronically as frequently as we request and send a file every hour with payment information from 6 a.m. to 5 p.m. to populate our Customer Information System. SPEEDPAY has extensive experience in this field with other companies and utilities, including Duke Energy, Illinois Power, Piedmont Natural Gas, Georgia Natural Gas, Southwest Gas, Alliant Energy, and SPEEDPAY recently signed a contract with the Sacramento Municipal Utility District. The Los Angeles Department of Water & Power is also considering using SPEEDPAY. At no cost to Azusa Light & Water, SPEEDPAY will also provide the initial advertising materials to inform customers of this service. The attached Letter of Agreement was reviewed and approved by City Attorney, Jeffry Ferre, of Best Best & Krieger LLP. FISCAL IMPACT No cost to Azusa Light & Water but there will be a savings of the bank charges. Customers would pay $3.95 per transaction of $500.00 or less directly to SPEEDPAY. Prepared by: Karen Vanca, Assistant Director of Customer Care and Solutions Attachments: Addendum No. 1 V.5 4 /a Speedpay-Exhibit Speedpay Info. pdf Speedpay Letter of Speedpay & Rules A.DOC Agreerrent.DOC Arrend Reso. DOC Addendum No. 1 V.5 4 RESOLUTION NO. A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, AWARDING A CONTRACT FOR THIRD PARTY UTILITY BILL PAYMENT SERVICES TO SPEEDPAY AND AMENDING THE SCHEDULE OF CHARGES AND RULES AND REGULATIONS GOVERNING THE ELECTRIC AND WATER SERVICE SUPPLIED BY THE LIGHT AND WATER DEPARTMENT. WHEREAS, the Utility Board/City Council encourages and supports providing new services to.utility customers; and WHEREAS, the Utility Board/City Council encourages and supports customers paying for services used; and WHEREAS, Azusa Light & Water proposes awarding of a two-year contract to SPEEDPAY for third -party utility bill payment services; and WHEREAS, pursuant to Section 78-37 of the Azusa Municipal Code, the Utility Board/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 & Water Department.; and WHEREAS, Azusa Light & Water has established a third -party utility bill payment service; and WHEREAS, Azusa Light & Water proposes to implement the following additions and changes to the current charges and Rules and Regulations: 1. Electric Rule No. 8, Item F, and Water Rule No. 7, Item E, Rendering and Payment of Bills, CREDIT CARD CHARGE: changes to take effect November 1, 2003, text to be deleted is highlighted in r4okee,- and text to be added is highlighted in underline. ;and WHEREAS, these modifications are intended to improve and enhance the service which the Light & Water provides to the community and customers; and WHEREAS, the Utility Board/City Council has determined that the proposed changes are based on staff analysis and recommendation. Addendum No. 1 065 NOW, THEREFORE, THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, DOES FIND AND DECLARE THAT: SECTION 1. Adoption of Contract. The Utility Board/City Council hereby adopts the Contract for third party utility bill payment services to Speedpay and is incorporated herein as set forth in full. SECTION 2. Adoption of Amendments. The Utility Board/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. . Effective Date. The agreement shall become effective on October 27, 2003. The amendments to the charges and Rules and Regulations noted on as item 1, shell become effective November 1, 2003. PASSED, APPROVED AND ADOPTED this 27th day of October 2003. Cristina C. Madrid Mayor Addendum No. I 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 Utility Board/City Council on the 27th day of October 2003, by the following vote, to wit: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza City Clerk Addendum No. 1 067 AME .f INFORMATION ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: OCTOBER 27, 2007 SUBJECT: ANNUAL ADJUSTMENT OF REPLACEMENT WATER COST ADJUSTMENT FACTOR The existing water rates for the Azusa Water Utility include an annual adjustment factor called the "Replacement Water Cost Adjustment Factor (RWCAF)." This adjustment factor was implemented following the severe drought that occurred around 1990. The drought forced the Watermaster to set the Operating Safe Yield in the San Gabriel Basin very low, which in turn increased our replacement water costs far above those normally anticipated in a so- called normal water year. In 1992, the City Council adopted a rate methodology which included a RWCAF, which was incorporated into the City's regular water tariff. This resulted from a water rate review in which the replacement water cost component was analyzed separately. The adjustment factor that the City Council adopted, and which was recommended by staff, is similar to the Fuel Cost Adjustment Factor for electricity that was first introduced in the 1970's during the oil embargo when energy costs fluctuated regularly due to the unpredictable oil supply and costs. The RWCAF, by tariff adopted in 1992, requires annual review, and if necessary, is adjusted. Whenever an adjustment is required, the Director of Utilities is required to inform the Utility Board/City Council. This memorandum provides notice of that adjustment. The RWCAF will be adjusted for fiscal year 2003-2004 to an amount of $0.09 per ccf (hundred cubic feet), effective for all bills rendered after October 31, 2003. Although this year has seen a better water supply from the San Gabriel River, the Main San Gabriel Basin remains at low levels, and therefore the Operating Safe Yield has been lowered in response to the lower levels. The current conditions have required, and will continue to require, the purchase of a higher than normal amount ofreplacement water; the adjusted RWCAF must therefore be continued. This year's RWCAF of $0.09 is a reduction from last year's RWCAF of $0.16. The Operating Safe Yield as established by the Main San Gabriel Basin Watermaster for this fiscal year is 170,000 acre-feet, down from 190,000 acre-feet last year. Prepared by: Chet Anderson, Assistant Director- Water Operations HE f Azusa Utility Board Meeting October 27, 2003 AZUSA LIGHT & WATER AZUSA LIGHT & WATER Power Resources Division Monthly Report • Status of Projects Power Consumption Comparison • wholesale Market Trend • Power Resource Budget Update 11 Status of Pronkcts •; Resource P-lannling ➢Successfully completed San Juan firming arrangement with Public Service Company of Colorado for the period of May through December 2004 utilities F � :ancial Reporting Improvlement ➢Completed the revamping of utilities' costs and revenues classification for financial reporting purposes. Will coordinate with the Finance Department and auditors for implementation. • disonAsh lesal`e Distribution access '%arz (DIA T) FERC adjudicated process has commenced, Discove rly o materials is ander way. FERC trial staff filed a motionor ds<<,issal ofj allegations against the C l; is winding its wwayy or FERC". S approval No parties op -ose the motiont MAY JUN CITY OF AZUSA ENERGY CONSUMPTION COMPARISON .............. 241.631 77 PERCENT ... MONTH --,-F,Y--02- --0-3-,- -----FY 0-3----04-- CHANGE JUL 23,576 26,154 ........... .............. 10.9 4% ... ................................... AUG 22,502 26,714 ...'..- .. ............... 18.72% ... .......... .. SEP 23,047 24,354" 5.67% MAY JUN 20,011 zo,'� i 6 ............. TOTAL 241.631 77 CITY OF AZUSA PEAK DEMAND COMPARISON JUL im �,�NOOEJF A` rill ALL PRICES IN .............— AVERAGE , .. .... .... AVERAGE... ON PEAK PRICE OFF PEkk"PRICE m$30.96.........._..._ . .... $18.08 31 9 97 ................_.._...._$22.04................... ........... $32.59$24. .......... ............ 53 7 $3913 . —$2-9.1 - ............. t27.'9-4 ........... . ... 54.02 cW.'fi . . ....... . . . . ..... ................ ......... . . .... 40.50 $42.09 ......... . ................... . . . ....... . $30.40 .................... .-- ......................................................... .49 $21.44 ......................... $50.59 .................................................................. $27.39 "I $33.75 Power Resource Cost Accounting FY '02-'03 C:a 1 (1) (2)(3) (4) (5) (6) ' (7) (8) LONGTERM SHORT TERM TRANSMISSION j ANCILLARY j SCHEDULING TOTALWH OLE SALE I NET MONTH i CONTRACTS PURCHASES COSTS SERVICE COSTS DISPATCHING COSTS i COSTS REVENUES COSTS i JUL 03 (') i 823,681.74 1,788,269.56614 0221,026.51' 33,873.09 2,928,654.16 (1,553,548.90){ 1,375,105.26 AUG03 , 991,354.11 1,436,164.541 244,741.44 20,000.00 29,082.84 2,721,342.93 (1,322,909.00) 1,398,433.93 SEP 03 981,621.29 I 732,795.31 ' 244,741.44 20,000.00 ! 24,872.85 2,004,030.89 (785,825.00) 1,218,205.89 —OCT03 I ! 0.00 j 0.00 I NOV 03 f- DEC 03 I i 0.00 0.00 _ _ _0.00 0.00 JAN 04 - 0.00 ( 0.00 j I 0.00 ---�---- 0.00 __FEB -04 MAR 04 --- --. _ -.....--J--'- ---- -- -- 0.00 0.00 I. APR 04 --------_�___.--f-----:....- I --- --- �--- 0.00 0.00 ( MAY 040.00 I JUN 04 0.00 — 0.00 TOTAL $2,796,657.14 { $3,957,229.41 $751,286.14 $61,026.51 $87,828.78: $7,654,027.98 ($3,662,282.90)!.$3,991,745.08 (') For the month of July2003, San Juan Unit#3 Replacement Cost due to unit outage amounts to $266,702.30. a { i i 1 I : (1) INCLUDES SCPPA LONGTERM CONCONTRACTS_-- (2) INCLUDES ALL SHORT TERM PURCHASES FOR HEDGING AND LOAD BALANCING PURPOSES I (3) 'INCLUDES ALL SH ORT TERM AND LONG TRANSMISSION CONTRACT COSTS , (4) COSTS CHARGED BY CALIFORNIA INDEPENDENT SYSTEM OPERATOR FOR SYSTEM RELIABILITY FUNCTIONS I (5) INCLUDES COSTS FOR SCHEDULING AND DISPATCHING OF ELECTRICITY j (6) _ SUM OF (1) THROUGH (5) (7) WHOLESALE REVENUES DERIVED FROM SALES OF EXCESS POWER +PTO BENEFITS (8) (DIFFERENCE OF (6) AND (7)._— C:a Kirkwall Substation Project Monthly Status Report October 27, 2003 Engineering &Construction Update ■ Demolished Existing Perimeter Fence and Started Site Grading, Construction of Equipment and Block Wall Foundations. ■ Installed Underground Electric Conduits Along Gladstone Street Between Vincent and Vernon Ave. ■ Delivered Two (2) 66/12kV Substation Power Transformers. Metal Clad Switchgear Is Scheduled for Delivery in December 2003. ■ Coordinate with Edison - Design of 66kV Switchyard and Relocation of Affected Power Lines in Front of Kirkwall Substation. C) Contract Negotiation Update ■ The City along with Cities of Banning, Colton, and Riverside filed a Motion for Declaratory Order with FERC claiming discriminatory treatment by Edison against the Cities in the provision of wholesale distribution services. ■ Due to the interrelated issues in the Motion and the Kirkwall Substation interconnection issues, Edison has slowed down the negotiation process. ■ It is expected that negotiations will resume after Edison files its answer to Cities' Motion on October 14, 2003. ■ The delay is not expected to impact the in-service date of the Kirkwall Substation. Funds and Expenditures Update SUMMARY KIRKWALL SUBSTATION RIND PROCEEDS KIRKWALL SUBSTATION TOTAL COST FIXE) COST (A) BLACK & V EATCH SCE NAVIGANT LAND ACOUISTION TOTAL (A) ON-GOING COST (B) CONTRACT AMOUNT $9,200 $40,000 $4,400 $720,000 $773,600 BILLING %OFCONTRACT AMOUNT TODATE $9,200 SERIES B SERIES 0 CATB30RY TAX-EXEMPT TAXABLE BOND PROCEEDS $5,470,000 $6,525,000 DEBTSERVICE RESERVEFUND@10% -$547,000 -$652,500 NET BOND PROCEEDS $4,923,000 $5,872,500 TOTAL ISSUANCE COSTS -$197,054 -$193,935 BONDS PROCESS AFTER ISSUANCE COSTS $4,725,946 $5,678,565 TOTAL DRAWDOWNS -$1,404,337 -$5,500,000 AVAILABLE BOND PROCEEDS $3,321,610 $178,565 KIRKWALL SUBSTATION TOTAL COST FIXE) COST (A) BLACK & V EATCH SCE NAVIGANT LAND ACOUISTION TOTAL (A) ON-GOING COST (B) CONTRACT AMOUNT $9,200 $40,000 $4,400 $720,000 $773,600 BILLING %OFCONTRACT AMOUNT TODATE $9,200 100.00°/ $40,000 100.00% $4,400 100.00% $720,000 100.00% $773,600 100.00% BLACK &VEATCH $3,086,000 $997,179 32.31% SCE $5,626,000 $5,500,000 97.76% PETE& SONS INC $461,450 $87,426 18-95% r TOTAL (B) $9,173,450 $6,584,605 71.78% C TOTAL COST (A) + (B) $9,947,050 $7,358,205 73.97% co aMEwNON 1 1 An Interview with Larry Anderson Director, Utah Division of Water Resources KEVIN R. HOPKINS Larty Anderson, Director of the Utah Division of Water Resources, is leading his state's efforts to deal with the chal- lenging water resource issues that are affecting all states in the West—often vexing issues like drought, water conser- vation, population growth, and water quality. Government West Editor Kevin Hopkins spoke .with Mr. Anderson on July 3 to determine how the State of Utah was handling these challenges, and to discuss what other states could learn from Utah's experience. West. While protecting the environment is vital, we cannot lose sight of the adverse effects that some environmental protection measures will have on states ability to meet their citizens water needs. The cre- ation of wild and scenic rivers and the designation of wilderness areas, for example, important as these steps are, may make it difficult to develop the necessary water resources. Meeting new water quality standards, especially the very strict arsenic level requirements that were recently enacted, will impose huge costs on govern- ments throughout the West, particularly in populated states. And Utah residents place a cultural priority on healthy green land- scapes because they provide play areas for their children. Despite these legitimate reasons for water usage, though, Utah resi- dents still water their landscapes more than they need to—as much as 25% to G ore. So we need to develop a greater public -Awareness of water waste in order to c?eate an ethic of conservation in our state. GW: is tliat happening? Are the people of Utah beginning to conserve water resources? "Our goal is to f duce per capita sumption �n (Utah by 25% befo GW: What are the key water -related chal- lenges that the western states are likely to face in the decade ahead? DIR. ANDERSON: With continued growth in the West, competition for the limited water supply will certainly be a major problem. The degree of difficulty will vary among the states, depending upon how aggressive a state has been in preparing to meet the needs of a growing population. I believe_ the key for all states, though, lies in making better, more efficient use of exist- ing water supplies—for instance, relying more on surface water during wet cycles and turning more to ground water during dry cycles. Environmental issues also have impor- tant implications for water supply in the the siipaller co)iamunities. We have to rem er that mudvQf the West really is pan o the great Amen limited water supplies, so we have to strike a reasonable balance when imposing new rules like these GW: How do Utah's water -related chal- lenges differ from those of other states in the West? DIR. ANDERSON: Utah has to work even harder at water conservation than many other states because we have very high per capita water usage—higher than in any other state in the U.S. except for Nevada. There are some reasons for this. Utah's average .family size is considerably greater than for the rest of the nation. Residential lot sizes are larger than in more densely rnurnuf ur�urI1RS7 JULY/AUGUSI'2003� 12 muutnnu[niu ter con - 2050." DIR. A ERSON: Actually, they are doing qgiw well, as it turns out. Some time ago, we established a goal of reducing per capita water consumption in our state by at least 25% before 2050. And we're well on our way. Over the last two years, per capita water usage in Utah has declined by about 10%. GW: How has Utah managed to reduce water usage levels by so much? DIR. ANDERSON: One of the most effective steps we have undertaken is an extensive education and media campaign to encour- age people to conserve water and to demonstrate how theycan do that. In addition, the Governor's Office has been very supportive of our water conservation campaign and has created the 'Governor's Water Conservation Team" to support the program. I'm pleased to say that the people of Utah have reacted very positively to these mes- sages. Of course, Utah is in the fifth year of a drought, so our people have been able to see first-hand that what we have been saying is true, and that has given them an even more per- sonal reason to be responsive. GW: You have talked about what the State of Utah has been doing. Are Utah's local governments also helping to resolve these critical water issues? DIR. ANDERSON: Very much so. The Jordan Valley Water Conservancy District, for instance, has been a major player in water conservation. They have a very important role in this respect, since they oversee water Usage for the rapidly growing western and southern suburbs of the Salt Lake This map illustrates drought conditions in Utah as of May 2003, the most recent data available valley. One program they have put in place is to display several different kinds of low- water -usage landscapes at their offices so that the Valley's residents can [cam first- hand how they can have both beautiful lawns and low water consumption. In part bemuse of the District's efforts, xeriscap- ing—creating a beautiful, low -water -use ambiance for yards—has become more popular in the Valley, and this has helped to reduce water use because such yards require only a fraction of the water that a traditional Kentucky bluegrass yard does. The Washington County Water Conservancy District in southern Utah, which encompasses the fast-growing St. George area, has taken similar steps. And both districts. as well, as our office have hired water conservation specialists, which helps to make sure that water conservation issues receive- the attention in local deci- sion-making that they deserve. GW: What lessons can other states in the West learn from Utah's experience? DIR. ANDERSON: There are a couple of areas where we have had particular success that.I think have helped us to achieve our water supply goals faster than we had hoped. One initiative that has been under- way is the conversion of agricultural water usage to municipal and industrial pur- poses. In a number of western states, this transition has been fraught with much contention. In Utah, however, the conver- sion process has actually gone quite smoothly. For some Utah farmers in fast- growing urban areas, working the land has become difficult and, in some cases, it is more lucrative to sell rather than to con- tinue farming. We at the state level have tried to facilitate the conversion of agricultural water to municipal and industrial uses by developing a good working relationship with our farming communities, and by always having open lines of communications. A similar situation has characterized our water conservation efforts. We haven't enacted any new statewide conservation regulations, although a few cities and communities have done so. Instead, we have focused on educa- tion and outreach, asking people to understand the dimensions of the problems that we face as a state and then encouraging them to do the right things. I happen to believe that the people of Utah not only want to do the right thing, but that they will do so if they have the information they need. And I can tell you: if our people continue to respond in the way that they have over the past two years, then we will meet our water supply goals—well ahead of schedule. D. Larry Anderson is the Director of the Division of Water Resources for the State of Utah. He may be reached at (801) 538-7230 or, by email, at LariyAndersonQo utah.gov. For more information on the programs of the Utah Division of Water Resources, see: http://u ..water.utah.gov. 13 1 JULY/AUGUST 2003 rainno�ru�t Illiii uuucnnnou n 080