HomeMy WebLinkAbout Agenda Packet - February 23, 2009 - UBAZUSA
LIGHT ['HATER
AGENDA
REGULAR MEETING OF
AZUSA UTILITY BOARD/AZUSA CITY COUNCIL
JSA LIGHT & WATER FEBRUARY 23, 2009
N. AZUSA AVENUE 6:30 P.M.
JSA. CA 91702
AZUSA UTILITY BOARD
ANGEL A. CARRILLO
CHAIRPERSON
L E. MACIAS JOSEPH R. ROCHA
CHAIRPERSON BOARD MEMBER
3ANKS ROBERT GONZALES
MEMBER BOARD MEMBER
P.M. Convene to Regular Meeting of the Azusa Utility Board and Azusa City Council
• Call to Order
• Pledge to the Flag
• Roll, Call
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 sixty (60) minutes time.)
001
B. CONSENT CALENDAR
The Consent Calendar adopting the printed recommended action will be enacted with one vote. If Staff or
Councilmembers wish to address any item on the Consent Calendar individually, it will be considered under
SPECIAL CALL ITEMS.
0Q
Minutes. Recommendation: Approve minutes of regular meeting on January 26, 2009 as written.
MN -Jan 26-09.pdf
Recommendation: Approve the pro -forma WSPP Agreement and addendums with Morgan Stanley
Capital Group and authorize the Mayor to execute agreement.
Morgan Stanley. pdf
3.. Approval of Contract for Proiect LD2008-3, Refurbishment of Azusa Substation Chain Link Fence.
Recommendation: Award contract for famishing, installing, and refurbishing the existing chain link
fence at Azusa Substation to Pacific Industrial Electric in amount not -to -exceed $126,936.
Q
1
St )n
Fence.pdf
the City of Azusa. Recommendation: (1) Accept Notice of Completion for Project W-245 from
Miramontes Construction Company, Incorporated, direct City Clerk to execute NOC and have same
recorded at the Office of the Los Angeles County Recorder; and (2) authorize withholding of $3,800 in
liquidated damages from retainage amount and final payment to Contractor.
NOC-Mirannntes.pdf NOC-W245. pdf
5. Acceptance of Notice of Completion: Project W-245 A&B, Water Main Replacement Project in
Sunset Avenue in Azusa and Vincent Avenue in West Covina. Recommendation: Accept Notice of
Completion for Project W-245 A&B from John T. Malloy Incorporated, and direct City Clerk to execute
NOC and have same recorded at the Office of the Los Angeles County Recorder.
NOC Malby. pdf NOC-W245A&B.pdf
002
Acceptance of Notice of Completion: Project W-238, Water Main Replacement Project Group 2:
Cypress and Sunset Streets in West Covina. Recommendation: 1) Accept Notice of Completion for
Project W-238 from J DeSigio Construction, Incorporated; direct City Clerk to execute NOC and have
same recorded at the Office of the Los Angeles County Recorder; and 2) authorize withholding of
$43,000 in liquidated damages from retainage amount and final payment to Contractor.
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•— W, %. 1401
NOC-DeSigio.pdf NOC-W238. pdf Civftec-Itr. pdf
Acceptance of Easement from WC Homes, LLC for Water Mains and Services at Tract 62346 in
West Covina. Recommendation: Approve the following resolution and authorize City Clerk to file
easement with Office of the Los Angeles County Recorder:
A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA
ACCEPTING A CERTAIN GRANT OF EASEMENT AND DIRECTING THE RECORING THEREOF.
Easerrent-Cookpdf Reso-DonCookpdf Ur -Don Cook pdf
Additional Compensation to Wren & Associates, Incorporated for Inspection Services of Project
W-245, Water Main Replacement in First Street Et. Al. in Azusa. Recommendation: Approve
addition of $3,800 to Wren and Associates, Incorporated contract for inspection services of Project W-
245.
Wren_Amendrmt. pd
f
Additional Compensation to SA Associates for Inspection Services of Project WVF-243, Water
Treatment Plant Water Main and Sewer Force Main Installation. Recommendation: Approve the
addition of $5,900 to SA Associates contract for inspection services of Project W VF -243.
SA-WVP243.pdf
0. Approval to Seek Bids for Proiect WV -262 - Water Main Replacement in Rowland Avenue in West
Covina. Recommendation: Approve the advertisement for and solicitation of bids for Project WV -262.
M It
Mr-Main-Bid-WV262
.pdf
003
Il. Additional Compensation to SSC Construction, Incorporated for Project WVF-207, Canvon
Filtration Plant Membrane Treatment Upgrade and Expansion. Recommendation: Approve
Change Order No. 14 for additional compensation of $93,005.85 to SSC Construction Incorporated
contract for construction of Project W VF -207.
f,;,-,
SSC-WTPC0-14.pdf SSC-C014.pdf
12. Approval of Water Supply Agreement with Miller Coors LLC. Recommendation: Approve
amended and restated water supply agreement with Miller Coors LLC.
EMN
L ISI
Rpt-Mdl oors-Agrrt Agreement.pdf
.pdf
C. SCHEDULED ITEM
Approval of Budget Amendment for Canyon Filtration Plant Proiect for Obtaining an Operating
Permit for Emergency Generator. Recommendation: Approve the following resolution:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, AMENDING
THE FISCAL YEAR 2008-2009 CAPITAL IMPROVEMENT PROGRAM BUDGET FOR THE
WATER UTILITY TO AUTHORIZE APPROPRIATIONS NECESSARY TO OBTAIN PERMIT
FROM SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT TO OPERATE A DIESEL
POWERED BACKUP GENERATOR AT WATER TREATMENT PLANT.
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Budget_Andnt_ERC
Reso_Budget
- AQMD Ltr. pdf
.pdf
Andnt.pdf
D. STAFF REPORTS/COMMUNICATIONS
Monthly Update on Water Treatment Plant
WTP Molf
Update.pdf
[1111111
Delta Vision Committee Implementation Report
DeltaVslonReport.pd
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KW
141
Exhibd-DeltaYsionRp
t. pdf
Legislative Update
DIRECTOR'S COMMENTS
Adjournment.
compliance with the Americans with Disabilities Act, if you need special assistance to participate in a city
ting, please contact the City Clerk at 626-812-5229. Notification three (3) working days prior to the
ting or time when special services are needed will assist staff in assuring that reasonable arrangements
be made to provide access to the meeting. "
compliance with Government Code Section 54957.5, agenda materials are available for inspection by
tbers of the public at the following locations. Azusa City Clerk's Office - 213 E. Foothill Boulevard,
sa City Library - 729 N. Dalton Avenue, and Azusa Light & Water -729 N. Azusa Avenue, Azusa CA. "
005
W
LegislatIve.pdf
CMUA RPS
SMUT-LowCarbon.pd
Ltr to Gov and
Prindples.pdf
f
Obane on Water Cris
DIRECTOR'S COMMENTS
Adjournment.
compliance with the Americans with Disabilities Act, if you need special assistance to participate in a city
ting, please contact the City Clerk at 626-812-5229. Notification three (3) working days prior to the
ting or time when special services are needed will assist staff in assuring that reasonable arrangements
be made to provide access to the meeting. "
compliance with Government Code Section 54957.5, agenda materials are available for inspection by
tbers of the public at the following locations. Azusa City Clerk's Office - 213 E. Foothill Boulevard,
sa City Library - 729 N. Dalton Avenue, and Azusa Light & Water -729 N. Azusa Avenue, Azusa CA. "
005
4
AZUSA
❑GH7 4 RAI![
CITY OF AZUSA
MINUTES OF THE REGULAR MEETING
OF THE AZUSA UTILITY BOARD/CITY COUNCIL
MONDAY, JANUARY 26, 2009 — 6:30 P.M.
The Utility Board/City Council of the City of Azusa met in regular session, at the above date and time, at the
Azusa Light and Water Conference Room, located at 729 N. Azusa Avenue, Azusa, California.
Chairman Carrillo called the meeting to order. Call to Order
ROLL CALL Roll Call
PRESENT: BOARD MEMBERS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA
ABSENT: BOARD MEMBERS: NONE
Also Present
ALSO PRESENT:
City Attorney Ferre, City Manager Delach, Assistant City Manager Makshanoff, Director of Utilities Hsu,
Director of Resource Management Tang, Assistant to the Utilities Director Kalscheuer, Assistant Director of
Water Operations Anderson, Electrical Engineer Langit, Assistant Director Electrical Operations Ramirez,
Controller Michaels -Aguilar, Director of Recreation and Family Services Jacobs, Business
Developme6t/Public Benefits Coordinator Reid, Assistant Director Customer Care and Solutions Vanca,
Azusa Police Lieutenant Momot, City Clerk Mendoza, Deputy City Clerk Toscano.
Public Participation Pub Part
Ms. Suzanne Avila addressed the Board Members providing information regarding the State funding for her S. Avila
business entity, California Resource Connections, stating that due to the State Budget crisis all funding is on CRC
hold. She also advised that the California Conservation Corps is only being funded at local levels. Comments
Mr. Jorge Rosales addressed the Board Members with three items of concern: (1) He asked that the City do J. Rosales
something to keep the Catwalk at Haltem/Viceroy safe, preferably with gating and lighting. (2) He praised Comments
the work done by Director of Resource Management Tang with regard to the Garnet Wind Energy Hedging
Transaction Report. (3) He asked that item regarding Additional Compensation to J. DeSigio Construction for
Project W-238, gets more discussion for clarification.
Mr. Mark Ramirez presented a letter to Board Members regarding conditions at Rosedale Rancho Parks and M. Ramirez
requests he would like considered. (Item was discussed later in the meeting). Comments
Ms. Evelia Arriaz8 addressed the Board Members detailing the issues surrounding her business located at 609- E. Arriaza
611 N. Azusa Avenue; the item was referred to staff and City Manager will provide information to Board. Comments
MW
Mr. Raul Arsenas addressed the Board Members detailing his concern regarding the illegal activities occurring R. Arsenas
at the Catwalk at Haltern/Viceroy such as people doing drug and paraphernalia throughout the walk. Comments
The CONSENT CALENDAR consisting of Items B -I through B-15, was approved by motion of Board Consent Cal
Member Hanks, seconded by Board Member Rocha and unanimously carried with the exception of items Appvd B-4, 6,
B-4, B-6, B-12 and B-15, which were considered under the Special Call portion of the Agenda. 12, 15 Spec
1. The minutes of the regular meeting of November 24, 2008, were approved as written. Min appvd
2. Approval was given to pro -forma Edison Electric Institute (EEI) Agreement with Shell Energy North EEI Agmt
America and the Mayor was authorized to execute agreement. w/Shell
3. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, Res. 09-C7
AUTHORIZING THE PROCUREMENT OF MULTI-YEAR SUMMER ELECTRIC PEAKING Smr Elec Pwr
POWER.
4. SPECIAL CALL ITEM.
Spec Call
5. The proposal of HDR Engineering for water rate study in amount not -to -exceed $31,767, was approved HDR Eng
and the City Manager was authorized to execute Professional Services Agreement. , Wtr Rate Study
6. SPECIAL CALL ITEM.
Spec Call
7. The California Resource Connections (CRC) proposal to fund backyard composting program, and river CRC Proposal
litter cleanup event during April Clean and Green month for a total amount of $11,300, was approved. Approved
8. A RESOLUTION OF THE AZUSA UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, Res. 09-C9
CALIFORNIA, APPROVING PARTICIPATION IN USED OIL AND HHW GRANTS Appvg HHW
ADMINISTERED BY THE CALIFORNIA INTEGRATED WASTE MANAGEMENT BOARD. Grants
9. Approval was given to reject the sole bid received for Project LD2008-3, Refurbish Existing Chain Link Refurbish Fnce
Fence at Azusa Substation; and to authorize staff to solicit informal bids. Substation
10. The award of contract to Southwest Graphic Services for artwork and printing of Utility informational Southwest
materials for 18 months with an optional two-year extension at a cost not -to -exceed $16,000 for FY 08- Info materials
09, was approved.
11. Project W-243 was accepted as complete and the City Clerk's Office was directed to execute Notice of NOC Project
Completion and have same recorded at the Los Angeles County Recorder. W-243
12. SPECIAL CALL ITEM.
Spec Call
13. Change Order No. 13 in amount of $71,407.91 and extension of 34 days to the SSC Construction Change Order
Incorporated contract for Project W VF -207, Canyon Filtration Plant Membrane Treatment Upgrade and SSC Construct.
Expansion, were approved.
14. Approval was given for purchase of single drum puller in amount not -to -exceed $63,287.46 from Purchase drum
Sherman & Reilly Incorporated and the purchase of bullwheel tensioner in amount not -to -exceed puller&
$34,804.38 from Wagner Smith Equipment Company. bullwheel
15. SPECIAL CALL ITEM. Spec Call
01/26/09 PAGE TWO
007
SPECIAL CALL ITEMS Special Call
Board Member Hanks expressed concern and discussion was held regarding the Legislative Principles Hanks
regarding renewable energy recommended and asked that staff make sure that these principles remain goals Comments
and become State mandates. He noted not specific changes to the item. Moved by Board Member Rocha, Adoption of
seconded by Board Member Gonzales and unanimously carried to adopt principles regarding Renewable RPS Principles
Portfolio Standards (RPS) and authorize staff to advocate for or against legislation based on principles.
Board Member Rocha asked that the Fuel Cost Adjustment for Refuse Services be presented verbally as Rocha
information. item at the meeting of February 2, 2009, perhaps as part of City Manager's report. Moved by Comments
Board Member Rocha, seconded by Board Member Gonzales and unanimously carried to approve the FCA Refuse
Amendment with Athens Services for Fuel Cost Adjustment by adopting the following Resolution: approved
A RESOLUTION OF THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, APPROVING
Res. 09-C8
THE TWELFTH AMENDMENT TO THE EXCLUSIVE FRANCHISE AGREEMENT WITH ARAKELIAN
Amendment
ENTERPRISES TO AMEND THE SERVICE RATES AND FEES FOR THE PERIOD OF JANUARY I,
to Agmt w/
2009 THROUGH JUNE 30, 2009.
Arakelian
Board Member Hanks addressed RFP for Water Main Replacement Projects and asked if they have looked into
Hanks
the possibility of using inversion lining and Assistant Director of Water Operations Anderson responded
Comments
stating that cement lining is the best form and other options would be too expensive. Moved by Board
RFP Water
Member Rocha, seconded by Board Member Gonzales and unanimously carried to authorize staff to solicit
Main Replace
proposals from qualified consultants to prepare plans and specifications for water main replacement projects.
Approved
In regard to Project W-238 Water Main Replacement Project, Board Member Rocha asked about the status of Rocha
the liquidated damages and the request by the contractor for additional compensation for claimed extra work. Comments
Director of Utilities Hsu provided information regarding the delays in project completion and the contractors
claim for extra work. Director Hsu stated that the budget addition and contract extension that were being
recommended for approval were valid but that other such requests from the contractor had not been accepted.
City Attorney Ferre also responded by stating that the City would be moving forward with the applicable
requirements for imposing liquidated damages and otherwise closing out the project in accordance with the
provisions of the contract and the law.
Moved by Board Member Rocha, seconded by Board Member Gonzales and unanimously carried to approve a Budget Add
budget addition of $77,508.81 and extension of 13 days to the DeSigio Incorporated contract for construction DeSigio Inc.
of Project W-238, Water Main Replacement Project; and authorize staff to negotiate with Contractor, where
appropriate, regarding extra cost claims and liquidated damages and to otherwise close out the project in
accordance with the provisions of the contract and the law.
Board Member Rocha addressed item B-7, requesting that a letter be drafted to Kim and Steven from Save Our Rocha
Beach in order to inform this that they can be a part of the April Clean and Green Month activities. Comments
STAFF REPORTS
Staff Rpts
Director of Utilities Hsu presented a legal opinion on the permissible use of Electric Utility's Public Benefit Pub Benefit
Charge (PBC) money. He stated the information was request by a resident and has been a question that has Charge info
arose from the public recently; it is an informational item.
Director of Utilities Hsu presented the Monthly Update on Water Treatment Plant stating that the project is Monthly WTP
92.62% complete; it's still in final phase i.e. touch up and finishing of work; there have been delays and slow Update
as the contractor doesn't have a lot of manpower; $1,000 per calendar day liquidated damages are being
applied and staff has the 10% retainage. Assistant Director of Water Operation Anderson responded to
questions regarding the operation stating that it is not operable yet. City Attorney Ferre responded stating that
there are legal tools that can be used to move the project forward. Discussion was held among Board Members
regarding options available.
01/26/09 PAGE THREE
:W
Director of Utilities Hsu presented an update on the Greenpath North Transmission Project stating that in 2006 Greenpath
staff participated in the development studies of the project which consists of a high-voltage transmission line North Trans
from the Imperial Valley to Greater Los Angeles with the purpose of transmitting renewable resources located
in Imperial Valley. He stated that engineering and technical studies have been done and potential transmission
line routes have been identified for future analysis, but it is still in the beginning stages. He responded to
questions posed stating that other participants consist of Los Angeles Department of Water and Power, cities of
Banning, Burbank, Glendale, and Pasadena and this would account for 15% of Azusa needs of renewable
energy.
Director of Utilities Hsu presented the Garnet Wind Energy Hedging Transaction Report stating that due to the Gamet W ind
favorable energy market conditions staff engaged in a hedging transaction on December 24, 2008; the report Energy
provided the following guidelines Transaction Counterparty, Authorized Staff, Transaction Duration, Hedging Rpt
Allowable Transactions Volumes, Trigger Prices, and Frequency of Trigger.
Director of Utilities Hsu presented the San Gabriel Valley (SGV) Tribune Article on La Nina, and Snow Packs Newspaper
Affecting Water Supply which state the drought conditions and Southern California would have a dry winter Articles
season; he detailed the articles. He stated that he would provide a report regarding the Bay Delta water. Water
Director of Utilities announced that the Grand Opening of Fresh and Easy will be on February 11, 2009 and Anncmts
Light and Water will be supplying reusable grocery bags at the event. American Public Power Authority will APPA
be having a Winter Meeting in Washington D.C. from February 22-26, 2009. APPA Annual Conference will Conferences
be in Salt Lake City from June 13-17, 2009, and CMUA will have it's Annual Conference in Palm Springs CMUA
from March 25-27, 2009.
DIRECTOR'S COMMENTS Dir Cmts
Ms. Carmen Holten addressed the Board Members detailing the nuisance at the Catwalk at Haltem/Viceroy Catwalk at
stating that illegal activities are going on there, it is dirty, it is used for graffiti, etc. She requested that the area Haltem &
be gated. Discussion was held regarding the, issue and possible solutions to the problem. Staff was requested Viceroy .
to come back with options and the police department was asked to do increased patrols in the meantime. Light
and Water was directed to check on the lighting in that area.
Discussion was held between Board Members and Staff regarding the request from residents in the area of Discussion
Rosedale to change Rancho Park from a City Park to a Neighborhood Park; post hours dawn to dusk; install Rancho Park
resident parking only signs on Griffith Street; install not a through street signs at the comer of Crape Myrtle
Drive and Griffith Street, and install no parking signs on MacNeil Drive. Staff was directed to look into the
hours posted vs. closure of restroom time; signage; and other solutions to the problems discussed.
Director of Utilities Hsu displayed a Sharps container to dispose of home generated sharps such as syringes, Sharps
from diabetics, etc. The containers can be obtained from the Senior Center, Foothill Medical Pharmacy and Program
Azusa Medical Pharmacy for free and after filled can be taken back to pharmacy to be shipped to place for
disposal.
Moved by Board Member Gonzales, seconded by Chairman Carrillo and unanimously carried to adjourn. Adjourn
TIME OF ADJOURNMENT:
SECRETARY
NEXT RESOLUTION NO. 09 -CIO.
01/26/09 PAGE FOUR
Me
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AZUSA
•. CMI i %tiFl
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES,,
DATE: FEBRUARY 23, 2009
SUBJECT: APPROVAL OF PRO -FORMA WESTERN SYSTEMS POWER POOL (WSPP)
AGREEMENT AND ADDENDUM WITH MORGAN STANLEY CAPITAL
GROUP
RECOMMENDATION
It is recommended that the Utility Board/City Council approve the pro -forma WSPP agreement
and addendums with Morgan Stanley Capital Group ("Morgan Stanley") and authorize the
Mayor to execute the agreement upon the preparation of execution copies.
BACKGROUND
The City has entered into pro -forma enabling agreements in the past several years for the
purchase and sale of wholesale electricity. Due to the current financial crisis, the market
participants are becoming increasingly cognizant of the need to complement/revise certain terms
and conditions to the pro -forma enabling agreements. The pro forma WSPP agreement and
addendum with Morgan Stanley will provide clarity in financial credit terms for power
transactions between Morgan Stanley and the City. Staff has reviewed the proposed agreement
and has found terms and conditions acceptable subject to final review of the addendum; therefore
staff is hereby recommending the execution of the agreement upon the preparation of execution
copies.
Due to its size, the pro forma agreement and the addendums to the agreement are available
public review at Azusa Light & Water 2"d floor office counter located at 729 N. Azusa Avenue.
FISCAL IMPACT
This item relates only to the terms of the WSPP agreement which enables but does not require
the parties to enter into transactions, so there is no fiscal impact of approving the agreement.
Prepared by: Bob Tang, Assistant Director Resource Management
010
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-
ZUSA
A
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CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009 p
SUBJECT: AWARD CONTRACT TO PACIFIC INDUSTRIAL ELECTRIC FOR
REFURBISHING THE EXISTING CHAIN LINK FENCE AT AZUSA
SUBSTATION
RECOMMENDATION
It is recommended that the Utility Board/City Council award the contract to Pacific Industrial
Electric in the amount not to exceed $126,936 for furnishing, installing and refurbishing the
existing chain link fence at Azusa Substation, as per plans and specifications for Project #LD
2008-3.
BACKGROUND
During the regular meeting held on January 26, 2009, the Utility Board/City Council rejected a
sole bid to refurbish chain link fence at Azusa Substation and make other perimeter
improvements pursuant to a bid solicitation in December 2008. Thereafter, Utility Board/City
Council authorized staff to solicit informal bids. Two bids were received on February 10, 2009,
and the bid amounts inclusive of a ten percent contingency allowance are as follows:
1) Pacific Industrial Electric $126,936
2) GDL Best Quality Painting, Inc. $165,000
Staff reviewed the bid submitted by Pacific Industrial Electric and found it to be responsive and
in compliance with the project plans and specifications.
FISCAL IMPACT
The FY 2008-09 Capital Improvement Project budget includes sufficient funds for this project in
account 33-80-000-000-7145/73009C-7145.
Prepared by: F. Langit — Senior Engineer
Oil
B-µ
A7USA
cnr � werr�
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIE
1t
DATE: FEBRUARY 23, 2009
SUBJECT: NOTICE OF COMPLETION -PROJECT W-245, WATER MAIN
REPLACEMENT IN FIRST, MCKINLEY, PARAMOUNT, ROOSEVELT AND
VIRGINIA STREET, BARBARA DRIVE, AND AN ALLEY WEST OF
BARBARA DRIVE ALL IN THE CITY OF AZUSA.
RECOMMENDATION
It is recommended that the Utility Board/City Council: (1) accept Project W-245, and direct the
City Clerk's Office to execute the Notice of Completion and have the Notice recorded at the
Office of the Los Angeles County Recorder; and (2) authorize withholding of $3,800 in
nCu�a�gr�-from retainage amount and final payment to Contractor.
�J
BACKGROUND
At its March 24, 2008 regular meeting, the Azusa Utility Board/ City Council accepted the bid of
Miramontes Construction Co., Inc. to construct Project W-245, Water Main Replacement in
First, Mckinley, Paramount, Roosevelt And Virginia Street, Barbara Drive, and an Alley West of
Barbara Drive all in the City of Azusa. The original project contract completion date was July
11, 2008. With time extensions, the project completion date was September 30. Miramontes
completed the project on October 30, 2008, 30 calendar days past the contract time of
completion. This 30 day delay resulted in $3,800 of additional inspection time which should be
withheld as liquidated damages.
The City currently holds $43,570.15 in retainage from which $3,800.00 dollars will be deducted
for additional inspection time and $39,770.15 returned to Miramontes Construction Co.
following the statutory waiting period.
FISCAL IMPACT
The fiscal impact of accepting Project W-245 for Notice of Completion involves the return of
$39,7.70.15 currently held by the City as retainage on this project following the statutory 35 day
waiting period.
Prepared by: Chet F. Anderson, P.E., Assistant Director, Water Operations
012
RECORDING REQUESTED BY
City of Azusa
AND WHEN RECORDED MAIL TO:
NAME Azusa City Clerk
STREET
ADDRESS 213 E. Foothill Blvd.
CITY, STATES Azusa, CA 91702
ZIP CODE
NOTICE OF COMPLETION
Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.)
Notice is hereby given that:
I. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:
2. The full name of the owner is The City of Azusa
3. The full address of the owner is 213 E. Foothill Blvd., Azusa. CA 91702
4. The nature of the interest or estate of the owner is: In fee.
(IF OT@R THAN FEE.SDUKE M ME AND NSERT, MR ERAMFSE, PURCHASES UNDER COM7MM OF MROBASE, OR LESSEE)
5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are:
NAMES
ADDRESSES
6. The full names and full addresses of the predecessors in interest of the undersigned, if the property was transferred subsequent to the commencement of
the work or improvements herein referred to:
NAMES
ADDRESSES
7. A work of improvement on the property hereinafter described was completed on February 23, 2009 The work done was:
Water Main Replacement: Firs[ Mc Yinley, Paramount Roosevelt & Virginia Streets.
6. The name of the contractor, if any, for such work of improvement was
Miramontes Construction Co. Inc. May 14, 008
IIF NO CONTRACTOR FOR WORK OF IMPROVEMENT AS A WHOLE. MSERTNONE) IRATE OFCOMRACT)
9. The property on which said work of improvement was completed is in the City of Azusa, County of Los Angeles, and State of CA; and is described as
follows:
Water Main replacement on First Mc Kinley, Paramount Roosevelt & Virginia Streets.
10. The street address of said property is First. Mc Kinley, Paramount. Roosevelt & Virginian Streets.
Dated:
Joseph R. Rocha, Mayor
(SIGNATURE OF OW F.R OR CORPORATE OFFICER OF OWNER NAMED M PARAGRAM1I OR 1115 AGENT)
VERIFICATION
I, the undersigned, say: 1 am the person who signed the foregoing notice. I have read said notice of completion and know its contents, and the facts stated
therein are true of my own knowledge.
I declare under penalty of peTjury that the foregoing is true and correct.
Executed at Azusa, California, this day of February, 2009.
Joseph R. Rocha, (SIGNATURE)
013
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES ,
DATE: FEBRUARY 23, 2009 < a�
SUBJECT: NOTICE OF COMPLETION - PROJECT W-245 A&B, WATER MAIN
REPLACEMENT IN SUNSET AVENUE IN THE CITY OF AZUSA AND
VINCENT AVENUE IN THE CITY OF WEST COVINA
RECOMMENDATION
It is recommended that the Utility Board/City Council accept Project W-245 A&B, and direct the
City Clerk's Office to execute the Notice of Completion and have the same recorded at the
Office of the Los Angeles County Recorder.
BACKGROUND
The Water Division designed these water main replacements to replace water mains that were
experiencing problems with leaks and flow problems due to the age of the mains. The mains
replaced in this project had leak problems requiring constant repair and excessive manhours
spent making the repairs. Also, the main replaced in Sunset Avenue are in a street designated by
Azusa Public Works as streets to be resurfaced this year, and the Vincent Avenue project allows
the Water Division to lessen the probability of leaks within the newly paved streets in West
Covina. The contract award for this project was made by the Utility Board July 28, 2008 to John
T. Malloy, Inc.
FISCAL IMPACT
The fiscal impact of approving Notice of Completion involves the return of $21,972.50 currently
held by the City as retainage on this project following the statutory 35 day waiting period.
Prepared by:
Chet F. Anderson, P.E., Assistant Director, Water Operations
014
RECORDING REQUESTED BY
City of Azusa
AND WHEN RECORDED MAIL TO:
NAME Azusa City Clerk
STREET
ADDRESS 213 E. Foothill Blvd.
QTY. STATE s Azusa, CA 91702
ZIP CODE
NOTICE OF COMPLETION
Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.)
Notice is hereby given that:
I. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:
2. The full name of the owner is The City of Azusa
3. The full address of the owner is 213 E. Foothill Blvd.. Azusa. CA 91702
4. The nature of the interest or estate of the owner is: In fee
HE OTHER MAN FEE, STNKE IN FEE AND INSERT, FOR E% MPLE, PURCHASER UNDER CONTRACTOF PURCHASL OR LESSEE)
5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are:
NAMES
ADDRESSES
6. The full names and full addresses of the predecessors in interest of the undersigned, if the property was transferred subsequent to the commencement of
the work or improvements herein referred to:
NAMES
ADDRESSES
7. A work of improvement on the property hereinafter described was completed on February 23 2009 The work done was:
Protect 245 A&B. Water main renlacemenl in Sunset Avenue & Vincent Avenue.
8. The name of the contractor, if any, for such work of improvement was
John T. Malloy Inc. - 3032 Bandini Blvd., Los Angeles, CA 90023A510 September 2, 2008
HP NO CONTRACTOR FOR WORK OF IMPROVEMENT AS A WHOLE, INSERT NONE.) (DATE OF CONMAM
9. The property on which said work of improvement was completed is in the City of Azusa, County of Los Angeles, and State of CA; and is described as
follows:
Water Main replacement in Sunset Avenue & Vincent Avenue
10. The street address of said property is Sunset Avenue & Vincent Avenue.
Joseph R. Rocha, Mayor
Dated:
(SIGNATURE OF OWNER OR CORPORATE OFFICER OF OWNER NAMED IN PARAGRAPH 2 O HIS AGEN 1
VERIFICATION
1, the undersigned, say: I am the person who signed the foregoing notice. 1 have read said notice of completion and know its contents, and the facts stated
therein are true of my own knowledge.
declare under penalty of perjury that the foregoing is true and correct.
Executed at Azusa, California, this day of February, 2009.
Joseph R. Rocha. (SIGNATURE)
015
USA
SA
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: NOTICE OF COMPLETION -PROJECT W-238 WATER MAIN
REPLACEMENT PROJECT—GROUP 2: CYPRESS STREET AND SUNSET
AVENUE IN THE CITY OF WEST COVINA
RECOMMENDATION
It is recommended that the Utility Board/City Council: (1) accept Project W-238, and direct the
City Clerk's Office to execute the Notice of Completion and have the Notice recorded at the
Office of the Los Angeles County Recorder; and (2) authorize the withholding of $43,000 in
liquidated damages from retainage amount and final payment to DeSigio Construction, Inc.
BACKGROUND
At its April 23, 2007 regular meeting, the Azusa Utility Board/ City Council accepted the bid of
J. DeSigio Construction, Inc. to construct Project W-238, Water Main Replacement Project—
Group 2: Cypress Street and Sunset Avenue. After approved time extensions, the project contract
completion_date was November 27, 2007; the date of substantial completion for this project was
February 21, 2008, which represents 86 days past the completion date or $43,000 in liquidated
damages. DeSigio continued to work until March 21, 2008, at which time the project was
deemed fully complete.
The Water Division has been in discussions with DeSigio since the end of construction to move
the project completion to the point where the Utility Board can approve the Notice of
Completion for the project and record the Final Notice. Recording the Final Notice will allow the
Water Division to refund the retainage on the project 35 days after the recording date.
The City currently holds $165,515.08 in retainage which represents 10% of the total contract
amount. By statute only 5% of the contract amount needs to be held for the 35 day waiting
period. Following approval of the filing of the Notice of Completion; 50% of the retainage held,
or $82,757.54, will be refunded immediately to DeSigio, and the remaining $82,757.54 will be
held for the statutory 35 day period.
016
DeSigio has claimed that they are owed additional compensation of $178,630.29. Those claims
have been rejected by both the City and Civiltec Engineering, Inc., the construction inspector on
the project. DeSigio's claims are undocumented and were filed without notice of changed
condition given by the contractor during construction; the claims were filed without City or
Engineer approval of a change during construction; there were no changes in construction
requirements which were protested by the contractor, written or otherwise, during construction
and as being untimely or having an impact on project schedule.
DeSigio has implied that they will take legal action if liquidated damages are withheld. However,
staff have not received any information that would compel a change in the City's position to
impose liquidated damages in the amount of $43,000 as outlined in the attached letter.
Therefore, staff recommends that the Notice of Completion for the project be approved and that
the liquidated damages be withheld in the amount of $43,000 from final retainage payment.
FISCAL IMPACT
The fiscal impact of approving Notice of Completion involves the return of $82,757.54 initially.
Then, after the statutory 35 -day waiting period, the remaining retainage amount will be released,
$39,757.54 ($82,757.54 less liquidated damages of $43,000). Total fiscal impact will be
$122,515.08 ($82,757.54 + $39,757.54).
Prepared by:
Chet F. Anderson, P.E., Assistant Director, Water Operations
017
General Civil, Municipal, Water and Wastewater Engineering, Planning,
Construction Management and Surveying
Monrovia Prescott Phoenix
February 11, 2009
J. De Sigio Construction, Inc.
935 So. Mayflower Avenue
Arcadia, CA 91006
Attention: Julian De Sigio III
Subject: Azusa Light and Water, Water Main Replacement Project Group 2, Cypress Street and
Sunset Avenue, Project No. W-238
Dear Mr. De Sigio
Azusa Light and Water (ALW) and CiviJtec engineering inc. (Civiitec) have reviewed your letters
dated January 20, 2009 and January 27, 2009 regarding the subject project. ALW and Civiitechave also
conferred and agree on the positions established herein regarding contract change orders, liquidated
damages and the contract status.
ALW has approved Contract Change Orders (CCOs)1 through 6 and will be issuing final payment on
those CCOs soon, if it has not already occurred. ALW is also pursuing contract closure procedures in
the next Utility Board Meeting that will lead to filing allotice of Completion. ALW has documented
liquidated damages on the project. The Notice to Proceed was issued to JDC per a letter dated June 4,
2007. Per this letter, the Effective Start Date for the project was June 11, 2007. JDC began mobilizing
to the Project on July 6, 2007. By the terms of the contract, the contract time of completion is 150
calendar days. The Completion Date for this project was therefore November 7, 2007. Twenty (20)
additional days were added to the Contract time frame per contact change order totaling 170 calendar
days making the contract end date November 27, 2007.
The PRV Station was started up on February 21, 2008. At this point in time, the water system was
completely active and is the date of substantial completion per ALW's protocol (several of De Sigio's
previous letters indicate February 14a' as the substantial completion date, therefore there are only 7 days
difference in our positions). De Sigio is 86 calendar days past the approved time frame of 170 days. De
Sigio continued to work on contract items and the punch list items until March 21, 2008. This adds
another 30 days of time to the project where your time was not efficient. ALW continued to pay for
inspection services up to and past this date to ensure your work was compliant with the Contract
requirements and local jurisdictions. Based upon February 21, 2008 as the substantial completion date
and the resulting 86 calendar days at $500 per day, ALW will charge De Sigio $43,000.00 of liquidated
damages pursuant to Section 5.06 of the General Conditions. As part of the contract closing procedures,
ALW will withhold this amount from the final retention payment.
118 West Lime Avenue Monrovia, CA 91016 TEL: (626) 357-0588 FAX: (626) 303-7957
un
J. De Sigio Construction, Inc.
Julian De Sigio III
Water Main Replacement Project Group 2,
Cypress Street and Sunset Avenue, Project No. W-238
February 11, 2009
Page 2
rdhVV/
Q11VITITFIC
engineering inc
For Qvalifyo/life
De Sigio established a pattern and procedure for processing claims for changed conditions in the field
early on in the project. Within a matter of days, field documents were submitted to ALW10villec for
approval and processing. With this process, the original six CCOs were made known in atimely manner
and eventually approved. It wasn't until May 7, 2008 that additional claims were made (listed as JDC's
Extra Work Requests) which is approximately three (3) months after the substantial completion date
and in some cases 10 months after the date of the claimed work performed. This type of request falls
outside JDC's pattern and can only be considered project accounting after completion of the work to
offset perceived losses.
Section 3.04 C. of the General Conditions states If the original bid prices are not applicable, the
adjustment in Contract price shall be based on a lump sum or unit price agreed upon by the City and
the Contractor prior to executing the change order". ALW was not given a chance to review any claim
for a potential changed conditions when the work occurred in JDC's Extra Work Requests 001 through
046. Therefore, ALW has no choice but to deny JDC's requests totaling $178,630.29 on this basis.
JDC denied ALW the process outlined in the Standard Specifications for Public Works Construction
(SSPWC) Section 3-4 Changed Conditions. Per Special Provisions Section 7.05, the work shall be in
accordance with the SSPWC. Section 3-4 outlines a procedure De Sigio complied with on the approved
six CCOs and ignored on any other perceived changed condition. The "Engineer" referred to in the
SSPWC Section is identified in Section 7.02 of the Special Provisions. The "Engineer", W. David
Byrum, was not "promptly" notified of JDC's Extra Work Requests 001 through 046. As a matter of
record, the notification carne on May 7, 2008, well after the close of all construction on the project. This
is an unreasonable time frame for presentation of a claim Furthermore, any documentation of any work
performed per the daily inspection reports does not constitute notification by the Contractor to the
Engineer. Daily and weekly reporting by the inspector is a communication mechanism between the field
and the Engineer and not between the Contractor and the Engineer. Therefore, ALW has no choice but
to deny JDC's requests totaling $178,630.29 on this basis.
JDC also implies it has "Extended Home Office Overhead" in the amount of $81,252.00 per the May 7,
2008 Final Tabulation and per the January 27, 2009 letter. No documentation other that these one line
statements made has been supplied. Therefore, any claim for extended home office overhead is denied.
ALW is proceeding to close the project on this basis. Please contact me directly with any questions.
Sincerely,
CIVILTEC engineering, ina
W. David Bynum, P.E.
Principal Engineer
X=00 5WII CMA 0y .SmeflL UmVpC Rcspometo Clmmd.
019
1
RECORDING REQUESTED BY
City of Azusa
AND WHEN RECORDED MAIL To:
NAME Azusa City Clerk
STREET
ADDRESS 213 E. Foothill Blvd.
CCTV, STATE& Azusa, CA 91702
ZIP CODE
NOTICE OF COMPLETION
Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.)
Notice is hereby given that:
I. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described:
2. The full name of the owner is The Citv of Azusa
3. The full address of the owner is 213 E. Foothill Blvd.. Azusa. CA 91702
4. The nature of the interest or estate of the owner is: In fee
IIF OTHER THAN FEE. STRIKE M ME! AND INSERT. FOR EIUMPIE.PORCHASER UNDER CONFRAR OF PURCHASE. OR LESSEE)
5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are:
NAMES
471)9Lx.XY�9
6. The full names and full addresses of the predecessors in interest of the undersigned, if the property was transferred subsequent to the commencement of
the work or improvements herein referred to:
ADDRESSES
7. A work of improvement on the property hereinafter described was completed on February 23 2009 The work done was:
Water Main Replacement: Cypress & Sunset Streets in West Covina CA
8. The name of the contractor, if any, for such work of improvement was
J.Desieio Construction Co. Inc. May 18. 2007
(IF NO CONMAC DR FOR WORK OF IMPROVEMENT AS A WHOIE. MSERT NONE) (DATE OF CONTRACT)
9. The property on which said work of improvement was completed is in the City of Azusa, County of Las Angeles, and State of CA; and is described as
follows:
Water Main replacement on Cypress & Sunset Streets in West Covina CA
10. The street address of said property is Cypress & Sunset Streets in West Covina CA
he=—I
Joseph R. Rocha, Mayor
(SIGNATURE OFOWNER OR CORPORATE. OFFICER OFOWNER NAMED M PARAGRAPH 2 O HIS ACIENn
VERIFICATION
1, the undersigned, say: I am the person who signed the foregoing notice. 1 have read said notice of completion and know its contents, and the facts stated
therein are true of my own knowledge.
I declare under penalty of perjury that the foregoing is true and correct.
Executed at Azusa, California, this day of February, 2009.
Joseph R. Rocha, (SIGNATURE)
020
AZ
r.in a warrUSA
v
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA
UTILITY BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
a°
DATE: FEBRUARY 23, 2009
SUBJECT: ACCEPTANCE OF GRANT OF EASEMENT FROM WC HOMES, LLC,
FOR WATER MAINS AND SERVICES AT TRACT 62346 IN THE CITY
OF WEST COVINA
RECOMMENDATION
It is recommended that the Utility Board/City Council accept a Grant of Easement by the
attached Resolution for the subject location and authorize the City Clerk to file it with the
Office of the Los Angeles County Recorder.
BACKGROUND
A landowner/ developer is required to grant an easement to Azusa Light & Water
Department (ALW) for any water facilities to be installed in his or her property. These
grants of easements allow ALW the right-of-way for operation & maintenance of such
facilities. Attached herewith are the Grant of Easement and its "Exhibit A" and "Exhibit B"
for the water facilities in Lot "A" of Tract 62346 located in the City of West Covina. This
easement was secured and will be used for right-of-way access in the operation &
maintenance of water meters and related substructures installed at this property. The water
mains and fire hydrants for this business development are private water mains and hydrants
and will be maintained by the Owner's Association for the development.
FISCAL IMPACT
All costs associated with the processing of this grant of easement are borne by the developer.
There is no cost to the City.
Prepared by:
Chet Anderson, Asst. Director - Water Operations; Nguyen Bui, Engineer. Asst.
021
RESOLUTION NO.
A RESOLUTION OF THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA
ACCEPTING A CERTAIN GRANT OF EASEMENT AND DIRECTING THE RECORDING
THEREOF.
The Utility Board/City Council of the City of Azusa does hereby resolve as follows:
SECTION 1. That certain Grant of Easement executed by WC HOMES, LLC under the
date of June 11, 2008, granting to the CITY OF AZUSA, a Municipal Corporation in Los
Angeles County, California, its successors and assigns, the right to perpetual easement and right
of way solely for the purpose of to construct, operate, maintain, use, repair, alter, replace, inspect
and remove at any time and from time to time water supply meter systems (hereinafter referred
to as "Systems"), consisting of, but not limited to, underground conduits, vaults, manholes,
handholes and including above -ground enclosures, markers and other appurtenant fixtures and
equipment necessary or useful for metering water to the property, in, on, over, under, across and
along the following described real property situate in the City of West Covina, County of Los
Angeles, State of California to witch:
See Exhibits "A" & `B" attached hereto and made a part hereof.
Said Grant of Easement is hereby accepted, and the City Clerk is hereby authorized and
directed to cause the same to be filed for record in the office of the County Records of said
County.
SECTION 2. The City Clerk shall certify to the adoption of this Resolution.
PASSED, APPROVED AND ADOPTED THIS day
Joseph Rocha, Mayor
ATTEST:
Vera Mendoza, City Clerk
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Utility Board/City
Council of the City of Azusa at a regular meeting of the Azusa Light & Water Utility Board on
the UB MEETING DATE.
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
Vera Mendoza, City Clerk
022
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
The Cite- of Azusa
Licht and Water Department
T9 North Azusa Avenue
F. 0. Box 9500
Azusa, CA 91702
(SPACE AnoNT1'H IS LINE FOR RECORDER'S USE)
GRANT OF PERMANENT EASEMENT
FOR VALUABLE CONSIDERATION. receipt of which is hereby
acknowledged, WC Homes, LLC, Owner ("Grantor"), does hereby grant to the CITY 01=
AZUSA, CALIFORNIA, a municipal corporation, its successors and assigns. and its and their
employees, contractors and agents ("Grantee"), the permanent easement and right-of-way to
construct, operate, maintain, use, repair, alter, replace, and remove at any time and from time to
time the water meters (hereinafter referred to as "Systems"), necessary or useful for distributing
water on. over, under, in, along, and across the following described parcel of real property
situated in the City of West Covina. County of Los Angeles, State of California:
As described in Exhibit "A" and depicted in Exhibit "B" attached hereto and made a
part hereof.
Tovether with all necessary and convenient means of ingress and egress to and from said right-
of-way or strip or parcel of land, free from any and all buildings. equipment, vegetation.
combustible materials, or obstructions of any kind, for the purpose of constructing,
reconstructing, maintaining, operating, repairing.. renewing, replacing, using, altering. or
removing in any manner the Systems together with any and all of the purposes hereinbefore
mentioned.
TO HAVE AND TO HOLD the above granted and described premises unto the
CITY OF AZUSA, CALIFORNIA, its successors and assigns forever.
Ilk IN WITNESS HERETO. Grantor has executed this Grant of Permanent Easement
this /day ofd" 2008.
WC Homes, LLC
By:
Daffdl. Cook
Its:
D
STATE OF i, )
CAPACITY CLAIMED BY SIGNER
1
COUNTY OF l�6 S y- 1 I.✓� C-.` �7 )
INDIVIDUAL(S) -
On this ��"fu ,2008 beforeme,T`nP•f-'r�N �V ,C> -a , personally
appearedAn ✓ w i - • c+df�- , who proved to me on the
basis of satisfactory evidence to be the person(s) whose names) istare subscribed to the
CORPORATE
OFFICER(S)
TITLE(SI
- PARTNER(S)
within instrument and acknowledged to me that he/she/they executed the same in
his/herRhelr authorized capacity(ies), and that by hislherltheir signature(s) on the
instrument the person(s), or the entity upon behalf of which the person(s) acted, executed
- ATTORNEY-IN-FACT
- TRUSTEE(S)
the instrument
- SUBSCRIBING WITNESS
I certify under penalty of perjury under the laws of the state of California that the foregoing
- GUARDIAN/CONSERVATOR
paragraph is true and currect
- OTHER:
Witness my hand and official seal, 11i4RTM 9. CL04KAMM
Commisston N 1577778
r. Nolpry puWk-C01KprNc
Lw Angeles Courtly
Cunvn, fuq�hes May 10,
SIGNER IS REPRESENTING.
NAME OF PERSON(S) OR ENTITY(IES)
_1My
SIGNATURE OF NOTARY
ATTENTION NOTARY: Although the information requested below is OPTIONAL, it could - Title or Type of Document
prevent fraudulent attachment of this certificate to unauthorized documents
Number of Pages
THIS CERTIFICATE MUST BE ATTACHED TO THE DOCUMENT DESCRIBED AT Date of Document
RIGHT: Signer(s) Other Than Named Above
024
EXHIBIT "A"
LEGAL DESCRIPTION
Lot "A" of Tract Number 62346 in the City of West Covina, County of Los Angeles, State of
California for condominium pug)oses as shown on map filled in book t353, pages 3 through 7,
inclusive of maps, records of Los Angeles County.
025
EXHIBIT "B"
LOCATION MAP
See lot "A" shown on the attached Tract Map no. 62346 as shown on map filled in book 1353,
pages 3 through 7, inclusive of maps, records of Los Angeles County.
M 20
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A4J$A
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES(3\
^\�
DATE: FEBRUARY 23, 2009
SUBJECT: ADDITIONAL COMPENSATION TO WREN & ASSOCIATES FOR
INSPECTION ON PROJECT W-245 WATER MAIN REPLACEMENT IN FIRST
STREET, ET AL, IN THE CITY OF AZUSA.
RECOMMENDATION
It is recommended that the Utility Board/City Council approve the addition of $3,800 to the
Wren & Associates Contract for Inspection Services on Project W-245 water main replacement
in First Street, et al.
BACKGROUND
At its March 24, 2008 regular meeting, the Utility Board approved a $21,000 Professional
Services Contract with Wren & Associates to perform inspection of water pipeline installation
for project W-245, First Street, et al. Due to subsequent unanticipated but allowable delays, an
addition of $9,500 to the Wren contract was approved by the Utility Board at their September 22,
2008, regular meeting. In completing the project, the contractor accrued additional non approved
delays requiring additional inspection time by Wren, resulting in additional inspection costs of
$3,800.
FISCAL IMPACT
This request has a fiscal impact of $3,800. The additional payments to Wren approved will be
funded from the Capital Improvement Budget Account 32-80-000-000-7130/72107B-7130, and
will be offset by revenues from liquidated damages assessed on the construction contractor. The
total Wren contract is $34,300.00.
Prepared by: Chet F. Anderson, P.E., Assistant Director- Water Operations
032
AZUSALIGHT %
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: ADDITIONAL COMPENSATION TO SA ASSOCIATES FOR INSPECTION ON
PROJECT WVF-243 WATER TREATMENT PLANT WATER MAINS AND
SEWER FORCE MAIN INSTALLATION IN THE CITY OF AZUSA.
RECOMMENDATION
It is recommended that the Utility Board/City Council approve the addition of $5,900 to the SA
Associates Contract for Inspection Services on Project WVF-243 Installation of Water Treatment
Plant Water Mains and Sewer Force Main in the City of Azusa.
f1 MG)"feiKe1801-
At their March 24, 2008 regular meeting, the Utility Board approved a Professional Services
Contract in the amount of $60,000.00 to SA Associates to provide inspection services on Project
WVF-243, Installation of Water Treatment Plant Water Mains and Sewer Force Main in the City
of Azusa. Due to excusable delays in the time required for the contractor, Ken Thompson, to
complete the project, an additional $5,900.00 is necessary to compensate SA Associates for
additional inspection time spent on the project.
FISCAL IMPACT
This request has a fiscal impact of $5,900.00. The additional payments to SA Associates
approved will be funded from the Capital Improvement Budget Account 32-80-000-721-
7130/7210713-7130.
2-80-000-721-
7130/72107B-7130.
Prepared by: Chet F. Anderson, P.E., Assistant Director- Water Operations
033
10- 1'Li
AZUSA
IIGNi A'SA
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIE,S!1
DATE: FEBRUARY 23, 2009
SUBJECT: APPROVAL TO SEEK BIDS FOR THE INSTALLATION OF PROJECT WV -
262 - WATER MAIN REPLACEMENT IN ROWLAND AVENUE IN WEST
COV INA
RECOMMENDATION
It is recommended that the Utility Board/City Council approve the advertisement for, and
solicitation of bids for Project WV -262 - Water Main Replacement in Rowland Avenue in the
City of West Covina.
BACKGROUND
The Water Division has a program of replacing water mains that are experiencing problems with
leaks and that are, for various reasons, experiencing flow and pressure problems. The mains to be
replaced in this project have both leak problems requiring constant repair and deliver less flow
than is optimal for current residential area standards. This project will allow the Water Division
to lessen the probability of leaks within the streets to be paved by the City of West Covina. In all,
approximately 3600 linear feet of 10 -inch water main and 2200 linear feet of 8 -inch water main
will be replaced. Approximately 63 water services will be replaced concurrently with the
installation of the new water main. The bid documents are available for public review at the 2"d
floor counter at the Azusa Light & Water offices at 729 N. Azusa Avenue.
FISCAL IMPACT
There is no immediate fiscal impact to the bidding of this project. This item will be funded from
Capital Improvement Project Budget No. 3 2-8 0-000-000-7 1 3 0/7 2 1 07B-7130.
Prepared by: Chet Anderson, Assistant Director- Water Operations
034
8- A
A7_USA
t . l SA
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: ADDITIONAL COMPENSATION TO SSC CONSTRUCTION, INC. FOR
ADDITIONAL WORK ON PROJECT WVF-207 CANYON FILTRATION
PLANT MEMBRANE TREATMENT UPGRADE AND EXPANSION
RECOMMENDATION
It is recommended that the Utility Board/City Council approve Change Order No. 14 for the
addition of $93,005.85 to the SSC Construction, Inc. contract for construction of Project WVF-
207, Canyon Filtration Plant Membrane Treatment Upgrade and Expansion.
BACKGROUND
At their November 20, 2006 regular meeting, the Azusa City Council accepted the bid of SSC
Construction, Inc. to construct Project WVF-207, Canyon Filtration Plant Membrane Treatment
Upgrade and Expansion. At the time of bidding on the Treatment Plant project, a landscape
architect had not been chosen nor had a landscape plan been prepared.
In order for all the bidders on the Treatment Plant project to bid on the same footing, an
allowance of $75,000 was made a line item in the bid, $15,000 for the landscape architect
services and $60,000 to pay for landscaping on the Treatment Plant site. Black & Veatch, the
construction management company retained to oversee construction of the Treatment Plant, hired
a landscape architect themselves, so $15,000 was eliminated from the landscape allowance,
leaving $60,000 for the landscaping. SSC Construction obtained bids from four landscape
contractors and the bid results are as follows:
Marina: $145,300
P.G.&J: $159,500
Terra Form: $163,349
Plaza Landscape: $220,816
035
Black & Veatch is recommending Marina be selected by approving Change Order No. 14 (SSC
Change Order Request 24), which also includes $2,400 for additional electric work associated
with the landscaping, and $5,305.85 for bonds and insurance costs. Because of an existing
Landscape Allowance of $60,000, this amount is deducted from the Change Order dollar
amount, resulting in net cost of Change Order Request No. 14 in amount of $93,008.85.
Staff have reviewed the landscape bids submitted to SSC Construction and Black & Veatch and
agrees with the recommendation to select Marina.
FISCAL IMPACT
This request has a fiscal impact of $93,005.85 and sufficient funds are available in existing
Capital Improvement Project budget account 32-80-000-000-7130/ 72107C-7130. There is no
change to the Contract Time of Completion.
Prepared by:
Chet Anderson, Assistant Director- Water Operations
036
BLACK & VEATCH
6uHElna a Yi Or I d nl ElHerence•
f NEPGY \'NI ES IN `OR M.,10N GOV, RN ME riI
City of Azusa
Canyon Filtration Plant Membrane Treatment Upgrade and
Expansion
Mr. Chet Anderson, P.E.
Assistant Director of Utilities- Water Operations
Azusa Light & Water
729 N. Azusa Avenue
Azusa, CA 91702
Dear Mr. Anderson:
B&V Project 140777
B&V File I.6
February 516, 2009
Subject: Change Order No. 14
Black & Veatch (B&V) is furnishing this letter as an update for Change Order No. 14 for SSC
Change Order Request (COR) 24.
COR 24: Landscaping Allowance Cost Difference
Contract Specification 01025 provides an allowance of $60,000 to be included in the SSC's bid
for Landscaping and Irrigation services. SSC solicited bids from several Landscaping companies
and the selected bid was $145,300.00 from Marina Landscape, Inc. SSC has submitted a change
order request in the amount of $93,005.85, which includes the cost difference between the
allowance and the selected bid from Marina Landscape, Inc. ($85,300.00), additional electrical
work ($2,400.00), and contractor's markup and bonds, and insurance cost ($5,305.85). B&V
has reviewed Change Order No. 24 and recommends acceptance, including changes to the
contract price.
Summary:
The table below provides a summary of the Change Order Requests included in this package.
The final change order value is $93,005.85. B&V recommends approval of this addition to the
contract price.
Black 8 Vealch Colporabon • 15615 Allon Parkway, S0000 - Irvine, California 92618 USA - Telephone 949753.D500 - Fa. 949.753.1252
037
AZUSA LIGHT AND WATER
CHANGE ORDER
Order No. 14
Date February 5, 2009
Agreement Date January 17. 2007
Sheet. I of 3
Owner: Azusa Light and Water
Project: Canyon Filtration Plant Upgrade and Expansion
Contractor: SSC Construction Inc.
The following changes are hereby made to the Contract Documents:
Landscaping Allowance Cost Difference
(Reference SSC Change Order Request 24)
Justification
ADD DEDUCT
$93,005.85
NET COR AMOUNT (ADD) $93,005.85
I. (Reference SSC Change Order Request 24) Contract Specification 01025 provides an
allowance of $60,000 to be included in the SSC's bid for Landscaping services. SSC
solicited bids from several Landscaping companies and the selected bid was $145,300.00
from Marina Landscape, Inc. SSC has submitted the cost difference between the allowance
and the selected bid as a Change Order.
SUAfAfARY
Change Orders
CHANGE TO CONTRACT PRICE
Original Contract Price
Current Contract Price Adjusted
By Previous Change Order(s)
Contract Price due to this
Change Order will be (increased)
New Contract Price, Including this Change Order
$93 005.85 Add (Net)
$ 35,905,500.00
$ 36.422.696.30
$ 93,005.85
$ 36,515.702.15
M;
la
CHANGE TO CONTRACT TIME:
Contract Time Will Be Increased by
Date of' Completion of'Al l Work
APPROVED:
Owner: Azusa Light & Water
By:
Chet Anderson
Engineer: Black & Veatch
t
By: ✓ r ... �. __
Ashu Shirolkar, Project Manager
(Calendar Days)
December 17, 2008
Contractor: SSC Construction, Inc.
Aorized Signature " 1—
B •
A7_U5A
� I11 • SA
CONSENT CALENDAR
TO: HONORABLE MAYOR AND MEMBERS OF THE AZUSA CITY
COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: WATER SUPPLY AGREEMENT WITH MILLER COORS LLC.
RECOMMENDATION
It is recommended that the Azusa Utility Board/City Council approve attached amended
and restated water supply agreement with MillerCoors LLC.
BACKGROUND
The City entered into a Water Supply Agreement ("Agreement") with Miller Brewing
Company in 2002, which was later assigned to Miller Breweries West, L.P. ("Miller") in
2004 with the City's consent. In general, the Agreement provides, among other things,
for the delivery of water to Miller from the Canyon Basin by the City, at certain rates and
the use by the City of Miller's water rights. The Agreement was amended on May 1,
2008, and authorized assignment of the Agreement to MillerCoors LLC. On November
26, 2008, the agreement was extended to allow parties time to discuss various issues,
including the agreement term and the City's possible use of wells/pumps at Miller's
Irwindale facility.
At this time, it is recommended that the Utility Board adopt the attached amended and
restated agreement which will continue water supply to MillerCoors through May 31,
2013, and provide MillerCoors with options to extend the term of the agreement three
times in increments of 5 -years for each extended term. Supplied water is to come from
MillerCoor's prescriptive pumping rights which are leased to the City pursuant to
agreement terms. The City will charge MillerCoors for the supplied water and have an
obligation to maintain pipeline to their Irwindale facility. MillerCoors would be required
to comply with water curtailment conditions in event of emergencies and droughts.
At any time following the anniversary date of this agreement amendment, MillerCoors is
obligated to meet with the City concerning the City's possible use of MillerCoors' main
basin wells and pumping facilities.
1
FISCAL IMPACT
Sales to MillerCoors amounted to about $990,000 in revenue to the City's water utility
last fiscal year. Adoption of this agreement amendment continues service and billings.
Prepared by:
Cary Kalscheuer, Assistant to the Director of Utilities
M
FISCAL IMPACT
Sales to MillerCoors amounted to about $990,000 in revenue to the City's water utility
last fiscal year. Adoption of this agreement amendment continues service and billings.
Prepared by:
Cary Kalscheuer, Assistant to the Director of Utilities
042
AMENDED AND RESTATED WATER SUPPLY AGREEMENT
This Amended and Restated Water Supply Agreement ("Agreement") is made as of
February _, 2009 between MillerCoors LLC, a Delaware limited liability company
("MillerCoors"), and the City of Azusa, California, a California municipal corporation (the
"City").
All capitalized terms used in this Agreement shall have the meanings given to them in
Section 2.
Recitals
1.1 MillerCoors and the City are parties to the Existing Agreement which, among
other things, assigned MillerCoors' Prescriptive Pumping Rights to the City from time to time in
exchange for long term access to a supply of City Water.
1.2 The Parties desire to enter into this Agreement to amend and restate (but not
terminate) the Existing Agreement in its entirety to reflect updated terms agreed to by the Parties.
NOW THEREFORE, the Parties agree as follows.
2. Definitions
"AAA" shall mean the American Arbitration Association.
"Acre Foot" shall mean a measure of liquid volume equivalent to three hundred twenty-
five thousand, eight hundred and thirty (325,830) gallons or four hundred thirty-five and six
tenths (435.6) CCFs.
"Additional Water" shall mean any City Water provided by the City to the Facility
during a year of the Term which exceeds the MillerCoors Water Allotment for that year.
"Additional Water Rate" shall mean the rate that the City may charge to MillerCoors for
the Additional Water. The Additional Water Rate shall be equal to the rate charged by the Water
District to the City for such Additional Water.
"Agreement" shall mean this Amended and Restated Water Supply Agreement.
"Award" shall mean an arbitrators' award made pursuant to Section 13.
"Blended Water" shall mean water provided by the City to the Facility during a Water
Emergency only, which may consist of a blend of water from the Upper Basin and surface water.
Blended Water shall in no event include water from the Main Basin. Blended Water shall meet
or exceed all Federal, state and local drinking water regulations and standards.
"California Government Code" shall mean the Government Code of the State of
California.
OHS Wmt:260381265.8 ((yy
8966-1 A5S/MAA V 43
"California Public Contracts Code" shall mean the Public Contracts Code of the State of
California.
'California Water Code" shall mean the Water Code of the State of California.
"CCF" shall mean a measure of liquid volume equivalent to one hundred (100) cubic feet
or seven hundred and forty-eight (748) gallons.
"City" shall mean the City of Azusa, California, a California municipal corporation.
"City Council" shall mean the elected members of the City Council of the City at the
applicable time referenced in the Agreement.
"City Officers" shall mean the officers of the City empowered to act for the City.
"City Water" shall mean the water that the City provides to MillerCoors under this
Agreement. All City Water shall meet or exceed all Federal, state and local drinking water
regulations and standards. City Water shall be taken completely and solely from the Water
Source and shall not be blended or mixed with water from the Main Basin or any other source,
except for the provision of Blended Water during a Water Emergency in accordance with the
terms of this Agreement.
"Current Term" shall mean the term of this Agreement which commenced on the
expiration of Initial Term, running for a period of five (5) years, and expiring on May 31, 2013.
"Event of Force Maieure" shall mean any accident, fire, explosion, casualty, epidemic,
act of God, public disaster, terrorist attack, riot, earthquake, storm, tornado, landslide or act of
war which is beyond the control of the City or MillerCoors and which causes an interruption or
suspension of or materially hampers, interferes with or delays the performance or completion of
any material obligations or duties of a Party under this Agreement (but excluding in all cases any
Water Supply Curtailment Condition).
"Excess Rate" shall mean a rate for water that is in excess of three percent (3%) of the
rate for a CCF during the first year of the Current Term, or during the first year of any Extended
Term.
"Exhibit" shall mean an exhibit to this Agreement. Each Exhibit is incorporated into this
Agreement by this reference.
"Extended Term" shall mean an extended term of this Agreement. The first Extended
Term shall run for five (5) years following the end of the Current Term. The second Extended
Term shall run for five (5) years following the end of the first Extended Term. The third
Extended Term shall run for five (5) years following the end of the second Extended Term.
"Existing Agreement" shall mean that certain Water Supply Agreement between Miller
Brewing Company and the City, dated as of February 26, 2002, as amended by Amendment No.
1 to Water Supply Agreement, dated May 1, 2008, and by a letter agreement between the Parties
OHS We t:260381265.8 0�
8966-1 A5S/MAA 2
dated as of November 26, 2008. The rights and obligations of Miller Brewing Company under
the Existing Agreement have been assigned to MillerCoors with consent of the City.
"Facility" shall mean the MillerCoors brewery facility located at 15801 East First Street,
Irwindale, California 91706-2089.
"Flow Rate" shall means the daily rate at which the City delivers City Water to the
Facility. The Flow Rate shall be between twenty thousand (20,000) gallons and two million five
hundred thousand (2,500,000) gallons per twenty-four (24) hour period.
"Initial Term" shall mean the term of the Existing Agreement which commenced on the
Supply Date and expired five years following the Supply Date on May 31, 2008.
"Judgment" shall mean the judgment, as amended, rendered in Upper San Gabriel Vallev
Municipal Water District v. City of Alhambra, Superior Court of California case number 924128.
"Main Basin" shall mean the Main San Gabriel Basin, which is more particularly
described on Exhibit E.
"Maximum Monthly Delivery" shall mean a cumulative total of two million five hundred
thousand (2,500,000) gallons per twenty-four (24) hour period multiplied by the number of days
in each calendar month. MillerCoors shall be subject to a penalty amount equal to fifty (50%)
percent of the Permitted Rate then in effect for each gallon delivered in any calendar month in
excess of the Maximum Monthly Delivery.
"MillerCoors" shall mean MillerCoors LLC, a Delaware limited liability company.
"MillerCoors Lease" shall mean a lease to the City by MillerCoors of all or a portion of
MillerCoors' Prescriptive Pumping Rights for a year of the Term. Each MillerCoors Lease shall
be in the form attached as Exhibit B.
"MillerCoors' Prescriptive Pumping Ri is ' shall mean MillerCoors' rights to use or
pump water as determined on an annual basis by the Watermaster pursuant to the Judgment.
MillerCoors' Prescriptive Pumping Rights as reflected in the records of the Watermaster are
generally described in the documents listed on Exhibit A.
"MillerCoors Water Allotment" shall mean an amount of City Water equivalent to the
annual amount of water that MillerCoors is entitled or authorized to use or pump pursuant to
MillerCoors' Prescriptive Pumping Rights, and leased to the City under a MillerCoors Lease.
"MillerCoors Wells" shall mean the two production water wells operated by MillerCoors
and located at the Facility.
"Municipal Code" shall mean the Municipal Code of the City.
"Parties" shall mean the City and MillerCoors, and "Party" shall mean the City or
MillerCoors, as applicable.
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"Permitted Rate" shall mean the rate charged to MillerCoors for City Water determined
using the formula set forth on Exhibit D.
"Person" shall mean any natural person, company, corporation, partnership, limited
liability company or other entity.
"Pipeline" shall mean the water pipeline from the Water Source to the Facility
constructed pursuant to the Existing Agreement. The Pipeline is dedicated solely for the purpose
of providing City Water to the Facility during the Term of this Agreement.
"Replacement Water" shall mean water that is obtained by and physically delivered to the
City from and within the boundaries of the Water District to replenish water supplies otherwise
available to the City within the Water District. Replacement Water shall not include
Supplemental Water.
"Section" shall mean a section in this Agreement.
"Supplemental Water" shall mean water that is obtained by and physically delivered to
the City from the Metropolitan Water District or other parties (but not the Water District or
Watermaster) to replenish water supplies otherwise available to the City provided that (i)
Supplemental Water shall only be purchased by the City when Water Supply Curtailment
Conditions are in effect, and (ii) Replacement Water is not otherwise available.
"Supplemental Water Rate" shall mean the rate charged to the City from time to time for
water the City purchases from the Metropolitan Water District or other parties as Supplemental
Water.
"Supply Date' shall mean June 1, 2003, which was the first day of the month following
the date MillerCoors first received City Water at the Facility under the Existing Agreement.
"Term" shall mean the term of this Agreement. The Term shall include the Initial Term,
the Current Term and all Extended Terms.
"Termination" shall mean the termination of this Agreement pursuant to Section 7 or as
otherwise provided for in this Agreement
"Unused Water Ri is ' shall mean the amount by which the sum of (i) the amount of
City Water that is delivered to the Facility under this Agreement in any year of the Term, plus
(ii) the amount of water produced by MillerCoors from the MillerCoors Wells during such year,
is less than (iii) the amount of water that MillerCoors is entitled or authorized to use or pump
pursuant to MillerCoors' Prescriptive Pumping Rights for that same year.
"Upper Basin" shall mean the Upper San Gabriel Canyon Basin. The boundaries of the
Upper Basin are more particularly described in maps and documents held or created by the
Watermaster.
"Water District" shall mean the Upper San Gabriel Valley Municipal Water District.
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"Water Emergency" shall mean an interruption of deliveries of City Water to the Facility
on account of an Event of Force Majeure, where the City fails to provide City Water to the
Facility at the Flow Rate for four (4) consecutive hours.
"Water Filtration Plant" shall mean the water filtration plant constructed and operated by
the City and located at 1870 Ranch Road, Azusa, California 91702, which plant shall treat
surface water available to the City from the San Gabriel River (which may include water sourced
from the California State Water Project and the Colorado River), and which shall not treat water
from any other source, including from the Main Basin.
"Watermaster" shall mean the San Gabriel Basin Watermaster established pursuant to the
Judgment.
"Water Source" shall mean the reservoir located at 34"-8'-40" North / 117°- 54'- 3" West
from which the City will supply City Water for the Facility. All water in the reservoir at the
Water Source shall be obtained solely from (i) wells pumping from the Upper Basin or (ii) the
Water Filtration Plant. No water in the reservoir at the Water Source will be blended or mixed
with water from any other source.
"Water Supply Curtailment Conditions" shall mean conditions or circumstances limiting
or restricting the ability of the City to supply water to its customers generally or the ability of the
City to deliver water to the Facility from the Water Source at the Flow Rate, including (i) laws,
regulations or orders applicable to the City affecting the City's right or ability to sell or deliver
water; (ii) unavailability to the City, the Water District or the Watermaster of Replacement
Water or Supplemental Water; and (iii) drought conditions.
3. Water Deliveries
3.1 The City shall supply the Facility, throughout the Term, by means of the Pipeline
and subject only to Water Emergencies and Water Supply Curtailment Conditions, City Water at
the Flow Rate. The Flow Rate for each day shall be the amount of City Water that MillerCoors
requires, or elects to accept, for operation of the Facility.
3.2 MillerCoors shall have and maintain the right to produce water from the
MillerCoors Wells for use at the Facility (i) during the duration of any Water Emergency; (ii)
during the duration of any Water Supply Curtailment Condition; (iii) at any time that water use
requirements at the Facility (whether in its current configuration or as renovated or expanded)
exceed the Flow Rate; and (iv) at such other times as the City and MillerCoors may agree,
provided that, in the event that MillerCoors elects not to or otherwise is unable to produce water
from the MillerCoors Wells under such circumstances, the limitations on the City's obligation to
deliver City Water set forth in Section 9.5 shall not be affected.
3.3 At any time and from time to time following the first anniversary of the date of
this Agreement, but not more frequently than once each calendar year during the Term of this
Agreement, either Party may submit a written request to the other Party requesting a meeting to
discuss the possibility of reaching an agreement regarding additional or revised operations of the
MillerCoors Wells for the extraction, delivery and use of water from said wells. In the event
such a written request is made, the Parties shall then engage in good faith negotiations regarding
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such a possible agreement for a period of 30 days from the date of the written request, unless
said period is extended upon mutual consent of both Parties. The determination of each Party as
to whether to enter into any agreement pursuant to this paragraph shall be and remain in such
Party's respective sole discretion.
4. MillerCoors' Obligations
4.1 MillerCoors shall enter into a MillerCoors Lease with the City for each year of the
Term. Each MillerCoors Lease shall lease to the City, for the year in question, all or a portion of
MillerCoors' Prescriptive Pumping Rights equal to the amount of City Water delivered to the
Facility pursuant to this Agreement during the year in question, up to the maximum amount of
MillerCoors Prescriptive Pumping Rights for such year. The Parties shall cooperate to adjust
any MillerCoors Lease from time to time to reflect the provisions of this Section. Each
MillerCoors Lease shall be subject to all of MillerCoors' rights under this Agreement, including.
MillerCoors' rights of reversion upon the Termination or expiration of this Agreement. During
the period that any MillerCoors Lease is effective, MillerCoors shall have and retain the right (in
its own name and without the consent of the City) to protect MillerCoors' interest (including any
reversionary interest) in MillerCoors' Prescriptive Pumping Rights by bringing suit, instituting
proceedings, appearing before administrative bodies, defending suits and claims, lobbying or
taking (or forbearing from taking) any other actions MillerCoors deems necessary or advisable in
its sole discretion, including taking any action in relation to the decisions or actions of any third
parties (including the Watermaster).
4.2 MillerCoors shall pay for City Water at the Permitted Rate, or, as applicable, the
Additional Water Rate or the Supplemental Water Rate in accordance with Section 6. Any bill
for City Water to MillerCoors shall be due at the close of business on the twentieth (20`h)
calendar day following the City's presentation of the bill to MillerCoors, in accordance with the
City's rules and regulations. If the bill is not paid within the aforementioned twenty (20)
calendar day period it shall be subject to a late payment penalty as provided for in the applicable
City's regulations. If a bill is not paid within the twenty (20) calendar day period the City shall
send a payment reminder to MillerCoors on the twenty-first (21 51) calendar day notifying
MillerCoors of the past due status, as such reminders or notices may be provided for under the
City's rules and regulations. The City shall provide to MillerCoors access to MillerCoors' water
bills "on-line" and shall provide MillerCoors with a password to allow internet access to
MillerCoors' bills. In addition, the City will notify MillerCoors of the day of the month on
which the bill is typically sent so that. MillerCoors can check both in the mail and "on-line" for
such bill.
4.3 All billings by the City to MillerCoors for the City Water shall be addressed as
follows:
MillerCoors
Attention: Plant Manager
15801 East First Street
Irwindale, California 91706-2089
savastano.philip@millercoors.com
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5. The City's Obligations
5.1 The City owns and shall maintain the Pipeline at its sole cost and expense. The
City has the right to depreciate the Pipeline in accordance with the standards used by the City for
similar structures.
5.2 The City shall keep the Pipeline in good repair and condition in accordance with
best utility practices and on the same priority as other water supply facilities of the City. The
City shall keep the Pipeline operational throughout the Term of this Agreement.
5.3 The City shall assume MillerCoors' administrative duties and obligations under
the Judgment and regulations of the Watermaster with respect to MillerCoors' Prescriptive
Pumping Rights which are subject to a MillerCoors Lease, thereby relieving MillerCoors of
such duties and obligations, including but not limited to any so-called reconciliation of water use,
carryover provisions or the obligation to purchase the applicable amount of water per year from
the Watermaster at the rates set by the Watermaster for MillerCoors' Prescriptive Pumping
Rights covered thereby. Without limiting the foregoing, the City agrees to file or record any
MillerCoors Lease with (i) the Watermaster; (ii) the Water District and (iii) with any other
required or allowed state or municipal agencies at which such filing or recordation may be
required or allowed by law. Notwithstanding any provision in this Agreement to the contrary,
the City shall not be obligated to pay any assessments in connection with MillerCoors'
Prescriptive Pumping Rights. The City agrees to promptly provide MillerCoors with any third
party notices that it receives requesting such payments.
5.4 The City shall not use the Pipeline to provide water to any other customers of the
City or for the City's own use and will not allow any other Person to have access to the water in
or from the Pipeline during the Term.
6. Water Rates and Division of Unused Water Rights Proceeds
6.1 Subject to the remaining provisions of Section 6, the City shall charge
MillerCoors for City Water delivered under this Agreement at the Permitted Rate under the
billing procedures set forth in Section 4.2. The Permitted Rate shall be adjusted as of May 1,
2010, and every two years'thereafter during the Term. The adjustment shall be made in
accordance with the methodology set forth in the memorandum included as Exhibit D. The
Permitted Rate shall be adjusted on the schedule and pursuant to the provisions of this Section
6.1 regardless of any adjustments the City otherwise may make to commercial water rates
charged to customers of the City generally.
6.2 The City may charge MillerCoors for Additional Water at the Additional Water
Rate and, subject to the provisions of Section 6.4, Supplemental Water at the Supplemental
Water Rate, in each case under the billing procedures set forth in Section 4.2.
6.3 If MillerCoors does not use the full amount of the MillerCoors Water Allotment
in any fiscal year it shall have no obligation to purchase any Unused Water Rights for the
applicable fiscal year. To the extent there are any Unused Water Rights for a fiscal year under
this Agreement, the City agrees that it shall use its best efforts to sell, transfer or lease such
Unused Water Rights for the benefit of itself and MillerCoors. The City agrees that to the extent
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that it sells, transfers or leases the Unused Water Rights it shall credit MillerCoors' account with
the City's water department (against sums due or to become due) in an amount equal to one-half
of the total amount received for the Unused Water Rights.
6.4 The City may charge MillerCoors for Supplemental Water at the Supplemental
Water Rate subject to the provisions of this Section 6.4. If the City determines that, on account
of a Water Emergency or Water Supply Curtailment Conditions, and the unavailability of
Replacement Water, the City is required to purchase Supplemental Water to fulfill its water sales
and delivery obligations to customersof the City, the City shall promptly notify MillerCoors of
(i) its intention to so purchase Supplemental Water, (ii) the amount of Supplemental Water
proposed to be purchased and the price which the City will pay for Supplemental Water and (iii)
the total amount of water deliveries required to be made by the City to customers and which will
be supplemented by Supplemental Water. Miller shall promptly notify the City of its election to
either accept Supplemental Water as a supply source, or not to accept Supplemental Water and
instead to receive City Water at a reduced Flow Rate which the City is able to deliver without the
use of Supplemental Water. In the event that MillerCoors elects to receive City Water which
includes Supplemental Water, then MillerCoors shall pay the Supplemental Water Rate for an
allocable portion of City Water delivered to MillerCoors based on the amount of Supplemental
Water purchased by the City in relation to the total amount of water deliveries made by the City,
but in no event shall the Supplemental Water Rate apply to deliveries to MillerCoors in excess of
1.5 million gallons per day. In the event the City determines that the Water Emergency or Water
Supply Curtailment Conditions further reduce the City's ability to deliver water to customers of
the City, thereby requiring the purchase and delivery of additional amounts of Supplemental
Water as a supply source for MillerCoors, the Parties shall meet to discuss the impacts of the
applicable Water Emergency or Water Supply Curtailment Conditions and the potential for a
mutually acceptable altemative arrangement which may include the delivery of additional
amounts of Supplemental Water. MillerCoors shall have no obligation to pay for any water at
the Supplemental Water Rate for any day on which the City is not required to purchase
Supplemental Water in order to meet the Flow Rate under this Agreement.
Term of Agreement; Termination
7.1 The Term of this Agreement shall include the Initial Term, the Current Term and
any Extended Term, unless this Agreement is subject to earlier Termination.
7.2 MillerCoors, at its sole election, shall have the option, to be exercised by written
notice to the City at any time prior to the expiration of the Current Term (or any Extended
Term), to extend the Term to include up to three (3) additional Extended Terms.
7.3 If the City should seek or propose to deliver or provide City Water to MillerCoors
at or above the Excess Rate, MillerCoors shall have the right to cause a Termination of this
Agreement. In the event MillerCoors exercises its right of Termination, MillerCoors shall have
no further obligations hereunder, including, but not limited to, the obligation to take and pay for
the City Water.
7.4 Upon Termination or expiration of this Agreement, any MillerCoors Lease shall
terminate and MillerCoors' Prescriptive Pumping Rights shall automatically revert and shall be
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reassigned to MillerCoors. Concurrently with the execution of this Agreement, the City shall
execute, acknowledge and deliver to MillerCoors, the Termination of the MillerCoors Lease
attached as Exhibit C. MillerCoors may file or record the Termination of the MillerCoors Lease
with the Watermaster, the Water District and with any other required or allowed state or
municipal agencies at which such filing or recordation may be required or allowed by law,
immediately upon Termination or expiration of this Agreement.
7.5 The City shall not be liable for any damages arising under this Agreement except
where the City fails or refuses to deliver City Water to the Facility and such failure is the result
of intentional misconduct or discriminatory actions, events or omissions or capricious actions,
events or omissions or arbitrary actions, events or omission on the part of the City (including its
agents). Any or all such damages, if any, payable by the City under this Agreement may be paid
by the City providing City Water to the Facility and crediting MillerCoors for such City Water at
the Permitted Rate until the full amount of the damages have been paid.
7.6 Notwithstanding Section 7.5, the City acknowledges that monetary damages
would be insufficient to compensate MillerCoors for a breach by the City of its obligations under
this Agreement. Consequently, the City agrees that MillerCoors is entitled to specific
performance of this Agreement and to injunctive relief to ensure that the City continues to
perform under this Agreement and does not act in breach thereof. The City agrees that it will not
assert, argue, propose or suggest in any proceeding for a preliminary injunction (including before
any court, arbitration panel or administrative body) that monetary damages are sufficient to fully
recompense MillerCoors for the loss of the City Water.
Additional Rights and Obligations of the Parties
8.1 The City will provide and maintain a meter at the Water Source that shall be used
to measure the amount of the City Water provided to the Facility. MillerCoors will provide a
separate meter at the Facility (which will be maintained by the City) to confirm the amount of
water actually delivered to the Facility. In the event of any discrepancy between the two meters,
MillerCoors and the City shall confer and endeavor to agree on any necessary adjustments.
8.2 All testing of City Water (including Blended Water) prior to delivery of the City
Water to the Facility shall be the City's responsibility. All testing of the City Water (including
Blended Water) after delivery to the Facility shall be the responsibility of MillerCoors. All water
supplied by the City under this Agreement, including Blended Water, shall meet or exceed all
Federal, state, and local regulations setting or affecting drinking water standards. Any required
treatment, clean-up, blending or other steps required to meet the foregoing standards shall be at
the City's expense.
9. Water Emergencies; Water Supply Curtailment Conditions
9.1 During a Water Emergency (or during any other disruption in the flow of the City
Water to the Facility that lasts for more than four (4) consecutive hours), MillerCoors may pump
water from the MillerCoors Wells to meet the water supply requirements at the Facility.
9.2 During a Water Emergency (but in no event to exceed twenty (20) consecutive
days) the City may, with MillerCoors' consent, provide the Facility with Blended Water (through
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a separate connection to the City's water system or otherwise) in place of City Water. Such
Blended Water shall be provided only during a Water Emergency and only if water from the
Water Source is not otherwise available. The City shall, prior to providing such Blended Water,
notify MillerCoors that it will be providing such Blended Water instead of City Water, and
MillerCoors may elect to accept or reject such Blended Water.
9.3 The City shall, if possible and consistent with best utility practices, remedy any
interruption or disruption in the supply of City Water to the Facility on account of a Water
Emergency or otherwise within twenty four (24) hours of the occurrence of such interruption or
disruption. If the City is unable to remedy such interruption or disruption within twenty four
(24) hours, it shall no later than twenty four (24) hours following the interruption or disruption,
provide to MillerCoors an assessment of the situation, including the need for repairs and an
estimated timeline for making such repairs. The parties shall work together in good faith to
determine and implement a plan to restore City Water to the Facility. If notwithstanding the
above (and the Parties' attempt to develop a plan to restore City Water to the Facility) the City is
unable or unwilling to cure an interruption or disruption in the City Water to the Facility within
five (5) days of such interruption or disruption, then Miller shall have the right, but not the
obligation, to provide licensed contractors (including third party contractors) to remedy any
interruption or disruption in the supply of City Water to the Facility; provided however that such
contractors shall act under the supervision of the City. It is acknowledged that the City is
required to comply with requirements pertaining to public works construction projects. As a
result, any such contractor who acts under the supervision of the City shall be required to
perform my such work in accordance with the applicable requirements for public works
construction projects. In the absence of mutual agreement, the proper allocation of the costs of
such contractors between Miller and the City shall be determined in binding arbitration pursuant
to Section 13.
9.4 If (i) a Water Emergency lasts for twenty (20) or more consecutive days, (ii) all
Water Emergencies occurring during the Term of this Agreement last for a total of thirty (30) or
more days or (iii) the City provides Blended Water to the Facility for more than twenty (20)
consecutive days, then this Agreement is subject to Termination by MillerCoors pursuant to
Section 7.
9.5 During any time in which Water Supply Curtailment Conditions are in effect, the
City, after consultation with MillerCoors, may limit the amount of City Water delivered to the
Facility, provided that (i) any reduction in or curtailment of deliveries shall affect all commercial
water customers of the City, under nondiscriminatory ordinances, orders or regulations adopted
by the City which shall treat MillerCoors on an equal footing with other commercial water
customers of the City; or (ii) the applicable Water Supply Curtailment Conditions affect the
physical ability of the City to deliver water at the Flow Rate from the Water Source because of
the impact of such Water Supply Curtailment Conditions on the Upper Basin or the Water
Source. MillerCoors may pump water from the MillerCoors Wells to meet the water supply
requirements at the Facility during the continuance of any Water Supply Curtailment Conditions.
The limitations on the City's obligation to deliver the City Water under this Section 9.5 shall
only apply during the continuance of Water Supply Curtailment Conditions.
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10. Events of Default
10.1 The failure by MillerCoors to comply with any of its material obligations under
this Agreement within ten (10) days of receiving written notice of such default from the City
shall constitute an Event of Default by MillerCoors under this Agreement.
10.2 Any of the following shall constitute an Event of Default by the City under this
Agreement (provided that nothing herein shall limit the rights of MillerCoors pursuant to Section
2):
(a) The failure by the City to supply City Water at the Flow Rate, if such
failure is the result of intentional misconduct or discriminatory actions,
events or omissions or capricious actions, events or omissions or arbitrary
actions events or omission on the part of the City (including its agents), if
the City fails to restore the supply of the City Water to the Facility within
ten (10) business days of the interruption; and
(b) The failure by the City to comply with any of its material obligations
under this Agreement within ten (10) days of receiving written notice of
such default from MillerCoors (which shall include, without limitation,
City Water or Blended Water failing to meet or exceed all Federal, state
and local drinking water regulations and standards).
10.3 Upon the occurrence of an Event of Default, the non -defaulting Party shall have
all its rights at law or in equity (including without limitation the right to specific performance or
injunctive relief). Without limiting the foregoing, the non -defaulting Party shall have the right to
terminate this Agreement while retaining all its rights to assert damage claims against the
defaulting Party, as such damages claims are limited by this Agreement. Nothing in this
Section 10 shall limit MillerCoors' rights to specific performance or injunctive relief upon the
occurrence of an Event of Default or upon Termination pursuant to Section 7. All rights of the
Parties may be exercised cumulatively.
11. Representations and Warranties
11.1 MillerCoors represents and warrants to the City that:
(a) It has the authority to enter into this Agreement and to perform its
obligations hereunder;
(b) In entering into this Agreement, it does not breach any other material
agreements to which MillerCoors is a party;
(c) It has taken all actions necessary under its charter, rules, bylaws and
applicable state and local laws to obtain approval of this Agreement and to
be able to fulfill its obligations under this Agreement;
(d) To the extent, if any, MillerCoors is involved in a merger, acquisition or
reorganization, any successor in interest to MillerCoors pursuant to such
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053
merger, acquisition or acquisition shall be fully bound under this
Agreement. Notwithstanding the foregoing, if the successor in interest is
not bound by this Agreement then the City shall have the right, at its
election, to terminate this Agreement or to assert a default by MillerCoors.
(or the successor in interest) under this Agreement;
(e) MillerCoors' representations and warranties made under this Section 11
are a material inducement to the City to enter into this Agreement, and
without such representations and warranties, the City would not so enter
into this Agreement. Breach of any representations and warranties herein
shall constitute a failure by MillerCoors to comply with its material
obligations pursuant to this Agreement.
11.2 The City represents and warrants to MillerCoors that:
(a) The City, and any other body to which the City has delegated or devolved
any of the City's powers to perform the obligations provided for
hereunder, have the authority to enter into this Agreement and to perform
such obligations;
(b) In entering into this Agreement, it does not breach any other material
agreements to which the City is a party;
(c) It has taken all actions necessary under its charter, rules, bylaws applicable
state and local laws to obtain approval of this Agreement and to be able to
fulfill its obligations under this Agreement;
(d) The City's entry into this Agreement is in full compliance with its
obligations under all applicable Federal, state and local laws, including
without limitation, the California Government Code, the California Water
Code, the California Public Contracts Code and the Municipal Code;
(e) The City has fully disclosed this Agreement and its terms to all members
of the City Council and to all of the City Officers, in accordance with the
City's procedures for consideration and adoption of such an agreement;
(f) The City's representations and warranties made under this Section 11 are a
material inducement to MillerCoors to enter into this Agreement, and
without such representations and warranties, MillerCoors would not so
enter into this Agreement. Breach of any of the representations and
warranties herein shall constitute a failure by City to comply with its
material obligations pursuant to this Agreement;
(g) The City represents and warrants that it will undertake no municipal
merger, reorganization, join or participate in any regulatory or
administrative body or participate in any judicial action which could or
would affect MillerCoors' rights under this Agreement without giving
MillerCoors at least ninety (90) days prior notice of such action.
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Notwithstanding the City giving the aforementioned Notice, any action
described in the preceding sentence shall be grounds, at the sole election
of MillerCoors, to terminate this Agreement or for MillerCoors to assert a
default by the City under this Agreement; and
(h) The City represents and warrants that it will take all actions (or if
necessary refrain from all actions) necessary to insure that for as long as
any of MillerCoors' Prescriptive Pumping Rights are leased to the City
that they will stay in full force and effect and shall be transferred back to
MillerCoors as set forth in this Agreement. This representation and
warranty shall only apply to actions or omissions by the City and not to
any actions or omissions by third parties, or other events that may impact
MillerCoors' Prescriptive Pumping Rights including, by way of example
only, any activities by the Watermaster. The City agrees to promptly
provide MillerCoors with notice of any such act, omission or activity of
which the City becomes aware.
12. Indemnity, Limitations Of Liability And Assumption Of Financial Responsibility
12.1 MillerCoors shall indemnify and hold harmless the City and its directors, officers,
employees, and agents from any and all claims, damages, liabilities, losses, fines and expenses,
including, without limitation, court costs and attorney's fees, in any manner arising out of (i) any
breach by MillerCoors of this Agreement; and (ii) any claim of MillerCoors' employees, staff,
agents, contractors, third parties, vendors or subcontractors arising from or related to or
connected with this Agreement, including, without limitation, any and all bodily injury, sickness,
death or disease caused or arising from any act, error or omission on the part of MillerCoors, its
agents, employees or subsidiaries in fulfilling MillerCoors' obligations under this Agreement,
provided that the foregoing provisions shall not apply to, and MillerCoors shall not be required
to indemnify or hold harmless the City or its directors, officers, employees or agents from any
claims, damages, liabilities, losses, fines or expenses arising from or related to the City's
inability to produce water for its customers on account a defect in or prohibitions against use by
the City of MillerCoors' Prescriptive Pumping Rights leased to the City under the terms of this
Agreement.
12.2 The City shall indemnify and hold harmless MillerCoors from any and all claims,
damages, liabilities, losses, fines and expenses, including, without limitation, court costs and
attorney's fees, in any manner arising out of (i) any breach by the City of this Agreement and
(ii) any claim of the City's employees, staff, agents, contractors, third parties, vendors or
subcontractors arising from, related to or connected with this Agreement, including without
limitation any and all bodily injury, sickness, death or disease caused or arising from any act,
error or omission on the part of the City, its employees, staff, agents, contractors, vendors or
subcontractors in fulfilling the City's obligations under this Agreement.
13. Dispute Resolution and Arbitration
13.1 The Parties agree that any dispute arising in connection with the interpretation of
this Agreement or the performance of any Party under this Agreement or otherwise relating to
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this Agreement, whether arising before or after the expiration or earlier Termination of this
Agreement, shall be treated in accordance with the procedures set forth in this Section 13.1 prior
to the resort by any Party to arbitration or litigation in connection with such dispute. The dispute
shall first be referred for resolution to the City and MillerCoors. Such procedure shall be
invoked by either the City or MillerCoors presenting a Notice of Dispute identifying the issues in
dispute. A telephone conference of the City's representative(s) and MillerCoors'
representative(s), which each shall have authority to resolve the dispute, will be held within five
(5) days after the delivery of the Notice of Dispute.
13.2 In the event that the telephone conference between the two representatives
described in Section 13.1 does not resolve the dispute, either Party shall refer (i) any controversy,
claim or dispute arising out of or relating to this Agreement or (ii) the breach, Termination,
enforcement, interpretation or validity thereof, including the determination of the scope or
applicability of this Agreement to arbitrate, to be determined by arbitration in Los Angeles,
California, before three arbitrators, in accordance with the laws of the State of California for
agreements made in and to be performed in California. Each of the Parties shall name one
arbitrator. The third arbitrator shall be selected by the two named arbitrators from a list of the
AAA's panel of commercial arbitrators under the procedures of the AAA. The arbitration shall
be administered by the AAA pursuant to its Commercial Rules and Supplementary Procedures
for Large, Complex Disputes. Judgment on the Award may be entered in any court having
jurisdiction thereof. Arbitration of disputes relating to this Agreement, whether arising before or
after expiration of this Agreement, shall be binding, final, not appealable, enforceable and in lieu
of any right to sue or seek other arbitration in any court or tribunal. Without limitation of the
foregoing, the Parties may, by written stipulation, agree to an alternative form of arbitration to
that governed by the AAA's Commercial Rules, provided that, in the absence of such written
stipulation, the provisions of this Section 13.2 preceding this sentence shall apply.
13.3 The Parties also agree that the AAA Optional Rules for Emergency Measures of
Protection shall apply to the arbitration, without prejudice to the right of either Party, consistent
with this Agreement, to seek from a court any interim or provisional relief that is necessary to
protect the rights or property of that Party, pending the appointment of the arbitrators. The
exclusive forum for such application shall be the Los Angeles County Superior Court or the
United States District Court for the Central District of California.
13.4 The provisions of Code of Civil Procedure §1283.05 as well as any amendments
or revisions thereto are incorporated into this Agreement. Depositions may be taken and
discovery may be obtained in any arbitration under this agreement in accordance with the said
statute or any amendment thereto.
13.5 Upon the request of any Party, a mediation shall be conducted prior to the
arbitration and pursuant to the Mediation Rules of the AAA.
13.6 The arbitrator shall have no authority to award punitive or other damages not
measured by the prevailing Party's actual damages and may not, in any event, make any ruling,
find, or award that does not conform to the terms and conditions of this Agreement. It is hereby
acknowledged and agreed that as a public agency, the City is not subject to punitive damages.
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The arbitrator shall have no authority to award any relief that a court of the State of California
could not award.
13.7 The Award shall be in writing and shall specify the factual and legal bases of the
Award. The Award shall provide for payment by the non -prevailing Party of all arbitration costs
and fees, including the reasonable attorneys' fees of the prevailing Party.
14. Miscellaneous Provisions
14.1 The Parties are entering into this Agreement with each other based in substantial
part on the unique attributes that both Parties offer, in view of both Parties' location, resources,
facilities, services and methods of operation. Therefore, this Agreement may not be assigned by
either Party without the prior written consent of the other Party, provided however that any legal
successor in interest (through merger, acquisition or otherwise) shall succeed to and be fully
bound by this Agreement.
14.2 Each Party shall be excused from failing to perform its obligations under this
Agreement during the continuance of an Event of Force Majeure, provided that such Party acts
diligently to remedy the cause or effects of such Event of Force Majeure, if possible. Subject to
the provisions of Section 9.4, if the affected Party is unable to remedy the circumstances
described immediately above within thirty (30) days then this Agreement may be terminated at
the written request of the non -affected Party.
14.3 Without limiting in any way the provisions of Section 13, in the event suit is
brought to enforce or interpret any part of this Agreement or the rights or obligations of any
Party to this Agreement, the prevailing Party shall be entitled to recover as an element of such
Party's costs of suit, reasonable attorneys' fees.
14.4 Any waiver by either Party of a breach of any provision of this Agreement shall
not operate as or be construed to be a waiver of any other breach of such provision or of any
breach of any other provision of this Agreement. Any waiver must be in writing. Failure by
either Party to insist upon strict adherence to any term of this Agreement on one or more
occasions shall not be considered a waiver or deprive such Party of the right thereafter to insist
upon strict adherence to that term or any other terms of this Agreement.
14..5 The determination that any provision of this Agreement is invalid or
unenforceable shall not invalidate this Agreement, and this Agreement shall be construed and
performed in all respects as if such invalid or unenforceable provisions were omitted insofar as
the primary purpose of this Agreement is not frustrated.
14.6 This Agreement contains the entire understanding between the Parties relating to
the subject matter herein contained and supersedes all prior oral and written understandings,
arrangements and agreements between the Parties relating thereto. This Agreement may not be
modified except in writing signed by both Parties.
14.7 This Agreement shall be governed by and interpreted in accordance with the
Federal laws of the United States of America and with the laws of the State of California.
Subject to and without limiting the effect of Section 13, the Los Angeles County Superior Court
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8966-1 A5S/MAA 15
057
or the United States District Court for the Central District of California shall have exclusive and
mandatory jurisdiction over any and all controversies arising from, related to or connected with
this Agreement, and all Parties hereby submit to such jurisdiction, and any and all proceedings
involving such a controversy shall be brought in these courts, and not elsewhere.
14.8 The City agrees that time is of the essence in the performance by the City of its
obligations under this Agreement.
14.9 The terms of this Agreement have been negotiated by the Parties hereto and the
language used in this Agreement shall be deemed to be the language chosen by the Parties hereto
to express their mutual intent. This Agreement shall be construed without regard to any
presumption or rule requiring construction against the Party causing such instrument or any
portion thereof to be drafted, or in favor of the Party receiving a particular benefit under this
Agreement.
14.10 All notices, demands, requests or other communications relating to this
Agreement shall be in writing and shall be sent via overnight delivery through a nationally
recognized overnight delivery service, or, delivered or transmitted by hand delivery or telecopy
(provided that a copy is also sent at the same time via U.S. Mail), addressed as follows:
If to the City: City Clerk of the City of Azusa
213 East Foothill Blvd.
Azusa, California 91702
Telephone: (626) 812-5229
Telecopy: (626) 812-5155
With copy to: Director of Utilities
P.O. Box 9500
Azusa, CA 91702-9500
Telephone: (626) 825-5219
Telecopy: (626) 334-3163
If to MillerCoors LLC
MillerCoors: Attn: General Counsel
Post Office Box 4030
Mailstop NH320
Golden, Colorado 80401
Telephone: (303) 277-3002
Telecopy: (303) 277-6517
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058
With copy to: Michael A. McAndrews, Esq.
Orrick, Herrington & Sutcliffe LLP
777 South Figueroa, Suite 3200
Los Angeles, California 90017
Telephone: (213) 612-2449
Telecopy: (213)612-2499
And a copy to: MillerCoors LLC
Attn: Plant Manger
15801 East First Street
Irwindale, California 91706-2089
Each Party's address may be changed by written notice to the other Party. Each notice,
demand, request or other communication transmitted in the manner described above shall be
deemed sufficiently given, served, sent and received for all purposes at such time as it is received
by the addressee.
14.11 This Agreement shall amend and restate in its entirety, but not terminate, the
Existing Agreement. This Agreement shall govern the rights and obligations of the Parties from
and after the date of this Agreement, and the Existing Agreement shall govern such rights and
obligations prior to the date of this Agreement.
OHS West:260381265.8
8966-1 A5S/MAA 17 -
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first
above written.
"MILLERCOORS" "CITY"
MillerCoors LLC, a Delaware limited liability
company
E
Its:
The City of Azusa, California, a California
municipal corporation
By:
Its: City Manager
APPROVED AS TO FORM
By:
City Attorney, City of Azusa
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LIST OF EXHIBITS
EXHIBIT A
MillerCoors' Prescriptive Pumping Rights
EXHIBIT B
MillerCoors Lease
EXHIBIT C
Termination of the MillerCoors Lease
EXHIBIT D
Formula for Determining Permitted Rate
EXHIBIT E
Main San Gabriel Basin Description
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061
CONSENT CALENDAR
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: APPROVAL OFA BUDGET AMENDMENT FOR THE CANYON
FILTRATION PLANT PROJECT FOR THE PURPOSE OF OBTAINING AN
OPERATING PERMIT FOR THE EMERGENCY GENERATOR
RECOMMENDATION
It is recommended that the Utility Board/City Council: (a) approve staff's recommendation to
continue to seek an operating permit for the Canyon filtration plant's emergency generator from
the South Coast Air Quality Management District (SCAQMD); and (b) adopt attached resolution
approving budget amendment in the amount of $500,000 in the Canyon filtration plant capital
improvement budget to obtain the operating permit.
It is further recommended that the Utility Board/City Council authorize the Director of Utilities
or his designee to take all necessary actions to obtain the operating permit for the emergency
generator as further described below.
BACKGROUND
The new Canyon water filtration plant is designed to have one megawatt emergency electric
generator. Said emergency generator would provide continuity to the water treatment operation
during power outages that may occur from time to time and specially during a disaster (an
earthquake or a fire affecting the electric distribution line etc.). The emergency generator at the
filtration plant is an internal combustion (IC) engine fueled with diesel oil. All IC engines in the
SCAQMD area require an operating permit from the SCAQMD.
SCAQMD can issue permits for IC engines only if air emissions resulting from IC engines are
"offset" by emission reductions from other qualified equipment and/or processes, commonly
062
known as Emission Reduction Credits ("ERCs"). However historically, SCAQMD has issued
operating permits for IC engines used for essential public services (water treatment is an
essential public service) by relying on administratively created ERCs. Previously, applicants
seeking permits for IC engines used in essential public services only needed to pay a fee in order
to obtain an operating permit. However, a recent court decision nullified SCAQMD's ability to
issue permit based on the administrative ERC system. As result of this court decision, on January
9, 2009 the SCAQMD issued a moratorium on the issuance of any operating permit unless the
applicant can make a showing of the possession of non administrative created ERCs. The
detailed description of court ruling and SCAQMD's moratorium is included in the attachment.
The city's permit application is caught in this moratorium and the only way to proceed with the
permit process is to buy ERCs in the open market. The best estimate of the cost of needed ERCs
for our permit is approximately $500,000 at this time. Staff has considered the following options
in light of this moratorium:
Option 1: Temporarily forego the permitting of the emergency generator
Pros: It will allow the new rules that SCAQMD is planning to develop to emerge, and if the
rules turn out to be favorable then the cost of the permit may be much less than the estimated
cost of ERCs at this time ($500,000).
Cons: There is no assurance that SCAMQD will develop rules in a timely fashion (optimistic
estimate is 12 months) and even if it does, there is no assurance that rules would not be further
challenged in court nor would the cost under the new rules be any more favorable than the
estimated cost of ERCs at this time ($500,000). In addition, the city would be exposed to water
service interruptions if power outages were to occur in the meantime, potentially endangering
public safety and firefighting capability.
Option 2: Proceed with the permitting at this time
Pros: It appears that ERCs are available at this time in the open market albeit very expensive.
The permitting of the emergency generator still appears feasible despite of moratorium provided
we are willing to spend the money
Cons: It is costly and may be an inferior alternative if SCAQMD ultimately develops a less
costly regulatory paradigm.
Given the importance of water service reliability as well as public safety/firefighting
considerations and the uncertainty associated with the SCAQMD's rulemaking process, staff
recommends we proceed with Option 2, i.e., proceed with permitting at this time.
Mitigation Strategy:
It is likely that through modifications to the annual operating hours of the emergency operator, a
lesser ERC requirement can be obtained and if so, the cost of permitting at this time will likely
be less than the estimated cost of $500,000. Staff is proactively pursuing this possibility with
it U.;
SCAQMD. We are scheduling a meeting with the SCAQMD's staff to discuss mitigation
strategies acceptable to SCAQMD in order to obtain the permit at a lesser cost.
Use of Brokers to Find ERCs in the Open Market:
Finding the cheapest available ERCs in the open market is no small feat as there are more than
one hundred sources of ERCs, and not every owner of ERC is willing to sell the ERCs. Staff
recommends the use of brokers for ERCs to find willing sellers for the city so that we can timely
procure the needed ERCs. Brokers for ERCs will only get paid (typically 3.5% of the total
transaction cost) if the brokering service is used and if a transaction is consummated.
FISCAL IMPACT
The fiscal impact of staff recommended option is estimated to be up to $500,000. Thus, if the
Utility Board/City Council concurs with staffs recommendation then a budget amendment in the
amount of $500,000 to account 32-80-000-000-7130/72107C-7130 is needed to implement it.
Funding would either be provided from retained earnings or outstanding balance from the 2006
revenue bonds or some combination thereof.
Prepared by:
Bob Tang, Assistant Director Resource Management
Chet Anderson, Assistant Director — Water Operations
Cary Kalscheuer, Assistant to the Director of Utilities
rim
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF AZUSA, CALIFORNIA, AMENDING THE FISCAL
YEAR 2008-2009 CAPITAL IMPROVEMENT PROGRAM
BUDGET FOR THE WATER UTILITY TO AUTHORIZE
APPROPRIATIONS NECESSARY TO OBTAIN PERMIT
FROM SOUTH COAST AIR QUALITY MANAGEMENT
DISTRICT TO OPERATE DIESEL POWERED BACKUP
GENERATOR AT WATER TREATMENT PLANT.
WHEREAS, the City's water utility is in the final stages of building a water treatment
plant; and
WHEREAS, the water treatment plant requires a standby back-up generator to provide an
alternative source of power in event of emergencies; and
WHEREAS, diesel powered back-up generators require a permit from the South Coast
Air Quality Management District; and
WHEREAS, permits require that emission offsets be acquired known as emission
reduction credits or "ERCs"; and
WHEREAS, due to court rulings and rule moratoriums ERCs must be purchased on the
open market and may cost as much as $500,000 in order for the water utility to obtain necessary
permit for said back-up generator; and
WHEREAS, Azusa Municipal Code Section 2-450 requires that all budget amendments
between $100,000 and $1 million be approved by resolution;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF AZUSA, DOES HEREBY
RESOLVE AS FOLLOWS:
SECTION 1. That the City Council finds that it is necessary for the City to obtain a
permit from the South Coast Air Quality Management District for the
operation of a back-up generator at the water treatment plant.
SECTION 2. That the Water Utility's Fiscal Year 2008-2009 Capital Improvement
Program Budget account number 32-80-000-000-7130/72107C-7130 is
hereby amended in the amount of $500,000 for the purpose of
authorizing an appropriation necessary to obtain permit for operation
of back-up generator.
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
065
PASSED, APPROVED AND ADOPTED THIS 23rd day of February, 2009.
Joseph Rocha, Mayor
ATTEST:
Vera Mendoza, City Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF AZUSA )
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Utility Board/City
Council of the City of Azusa at a regular meeting of the Azusa Light & Water Utility Board on
the 23rd day of Febraury, 2009.
AYES: COUNCILMEMBERS:
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
Vera Mendoza, City Clerk
South Coast
Air Quality Management District
21865 Copley Drive, Diamond Bar, CA 91765-4178
(909) 396-2000 • www.agmd.gov
Office of the Executive Officer
909.396.2100
January 9, 2009
TO: PERSONS INSTALLING .OR OPERATING EQUIPMENT THAT REQUIRES
AN AQMD PERMIT
Re: Moratorium on Issuance of Certain Air Permits
This letter is to advise you that the South Coast Air Quality Management District
(AQMD) is required to make significant changes to its permitting program as the result of
a recent court ruling. This court decision may substantially affect your activities if you
plan to install, construct, modify, replace or relocate equipment that emits air pollution.
In addition, permits issued by the AQMD since September 8, 2006 may be affected by
this court decision. For more detailed information please read the Fact Sheet attached to
this letter.
The Court Decision. Under federal and state law, AQMD can issue permits for new,
replaced, relocated, or modified equipment only if emission increases are "offset" by
emission reductions from other equipment. Emission offsets are generally provided by
the permit applicant in the form of Emission Reduction Credits (ERCs). AQMD rules do,
however, allow some types of facilities, such as essential public services, to obtain offsets
from the District (Rule 1309.1, the "Priority Reserve"). AQMD rules also allow
exemptions from the offset requirement for facilities with low emissions, or certain types
of actions, such as equipment replacements or some relocations (Rule 1304). A recent
court decision invalidated the AQMD rule specifying how the agency accounts for and
calculates the amount of emission reductions available to fund the Priority Reserve and
offset exemptions. Because of this decision, the AQMD cannot at this time issue
Permits to Construct that rely on credits from the Rule 1309.1 Priority Reserve, or
that rely on a Rule 1304 offset exemption. This situation will exist until the AQMD
adopts a new rule or program that addresses the court decision.
Next Steps. The AQMD plans to readopt the invalidated rule, or other appropriate
program, as soon as possible. We expect this will take at least nine to twelve months. In
the meantime, Permits to Construct can only be issued to applicants providing
offsets in the form of ERC certificates that are owned by applicants or that are
purchased from ERC holders in the open market.
067
Moratorium On Permits -2- January 9, 2009
The AQMD will continue to accept permit applications and will continue to process and
issue permits for applicants that provide ERC certificates. To the extent, however, that a
permit applicant relies on credits from the Rule 1309.1 Priority Reserve, or on a Rule
1304 exemption, the AQMD cannot issue a Permit to Construct at this time.
Please be advised that any construction, installation, or operation of new, replaced,
relocated, or modified equipment without first having obtained a Permit to
Construct from AQMD is a violation of AQMD Rule 201 and is subject to a notice of
violation and associated penalties and shutdown orders.
We recognize that this situation could create substantial hardships for many facilities.
My staff and I will do our utmost to minimize these hardships until this difficult situation
is fully resolved. If you have any questions, please do not hesitate to contact Mohsen
Nazemi, the agency's Deputy Executive Officer for Engineering and Compliance. He
can be reached at 909-396-3447 or permitmoratorium@apmd.00v.
Sincerely,
Barry R. Wallerstein, D.Env.
Executive Officer
BRW:KRW:MN:vmr
Attachment
M
AQMD's Permit Moratorium
Fact Sheet
January 9, 2009
Q: Why is there a moratorium on the South Coast Air Quality Management District (AQMD)
issuing hundreds. of permits?
A: As the result of a recent court ruling, AQMD is suspending operation of its internal bank of
emission reduction credits (ERCs), also known as offset credits. Operation of the internal bank
is needed for the AQMD to provide credits to permit applicants from the Rule 1309.1 Priority
Reserve, and for AQMD to allow permit applicants exemptions from offset requirements
specified in Rule 1304. No offset credits will be provided from the AQMD's internal bank at
this time. Accordingly, AQMD will only be able to issue permits to sources that have provided
their own offsets in the form of Emission Reduction Credit (ERC) certificates.
Q: Who is affected by this action?
A: All permit applicants intending to obtain credits for essential public services such as hospitals,
schools, police stations, landfills or sewage treatment plants through AQMD Rule 1309.1
(Priority Reserve). Any facilities, regardless of size, intending to rely on any of the offset
exemptions in AQMD Rule 1304 (Exemptions) are also affected. Examples are auto body shops,
service stations, printers, local government and other medium and large businesses. Offset
exemptions in Rule 1304 include sources with facility emissions less than four tons per year of
any air pollutant, equipment replacements, facility and equipment relocations, facility
modifications, and projects seeking to achieve regulatory compliance.
Q: Are previously issued permits affected?
A: Yes, thousands of previously issued permits are affected. The recent court ruling revoked
AQMD Rule 1315 and required the agency to discontinue the use of offset credits issued from
the AQMD internal bank for permits issued at least since Aug. 3, 2007. Certain aspects of the
court ruling may suggest that the use of credits issued on or after Sept. 8, 2006 has been
0,69
invalidated as well. AQMD, however, has appealed the court ruling, which will stay the court's
action to the extent that it would have required AQMD to cancel credits and revoke permits
already issued since at least August 3, 2007.
For this reason, until an appeal is concluded in AQMD's favor, or Rule 1315 or an equivalent
replacement has been readopted and any litigation over the readopted rule has been concluded in
AQMD's favor—none of which can be guaranteed – AQMD cannot ensure the long-term
validity of permits issued on or after August 3, 2007, or possibly on or after September 8,
2006.
Q: What has caused this action?
A: This action results from a ruling by Los Angeles Superior Court Judge Ann I. Jones in a
lawsuit (Case No. BS 110792) brought on August 31, 2007 against AQMD by the Natural
Resources Defense Council, Communities for a Better Environment, Coalition for a Safe
Environment, and California Communities Against Toxics. The lawsuit challenged the adoption
of AQMD Rule 1315 (Federal New Source Review Tracking System) used for tracking the
agency's internal credit bank and amendments to Rule 1309.1 (Priority Reserve), which also
allowed power plants to access credits in the AQMD's internal credit bank. In her final ruling on
Nov. 3, 2008, Judge Jones invalidated the rules and prohibited the agency from taking any action
to implement Rule 1315 or the amendments to Rule 1309.1 until it has prepared a new
environmental assessment under the California Environmental Quality Act (CEQA).
Q: What has the AQMD done to address this situation?
A: AQMD appealed Judge Jones' decision on Nov. 25, 2008. Although this appeal does not
allow AQMD to issue any new permits, it puts a stay on canceling thousands of previously
issued permits. In addition, AQMD intends to readopt a credit tracking rule or other appropriate
program to replace Rule 1315. If the rule or program is adopted, credits will again be available
for essential public services, innovative technology and research operations under Rule 1309.1
and for exempt sources under Rule 1304.
070
Q: How long will readoption of Rule 1315 take?
A: At least nine to 12 months and possibly longer.
Q: Does AQMD intend to readopt the power plant amendments to Rule 1309.1?
A: The AQMD Governing Board has decided not to readopt the amendments to Rule 1309.1
allowing power plants to access credits from the Priority Reserve.
Q: Can I purchase ERCs on the open market?
A: Possibly, although they are scarce and in some cases very expensive, especially for PM 10
(particulate matter). The table below illustrates examples of estimated costs* of obtaining ERCs
for typical equipment or operations:
Type of Facility
Estimated Cost of
ERGs*
Landfill (landfill gas/ renewable energy project
with five turbines
$140 million
Sewage treatment plant (expansion with new
digester and flare
$3 million
Food manufacturer tortilla chip fryer and oven
$2 million
Hospital boiler
$2 million
Auto body shop (Spray booth
$500,000
Printer(printing press)
$390,000
Gas station
$255,000
Police station (emergency back-up generator)
$110,000
*Based on average market price of ERCs in 2008. Individual ERC purchase prices may vary on
a case-by-case basis.
Q: Are there permitting actions not subject to the moratorium?
A: Yes. The moratorium applies to permitting actions involving the AQMD's internal bank.
The following permitting actions that do not involve AQMD's internal bank are not affected:
• Permits for new, modified, replaced or relocated equipment where:
o Applicants provide their own ERCs;
0.71
o Project maximum emission increases are less than 0.5 pound per day for all non -
attainment air pollutants and precursors;
o Existing permits have an equipment or facility -wide cap for VOCs and the
proposed new, modified, or relocated equipment will not increase emissions
beyond the cap;
o The application is for air -pollution control equipment and no emission increases
of any kind will occur;
• Permits for Change of Operator;
• Permits to operate where the equipment was issued a Permit to Construct before
September 8, 2006 or the applicant did not rely on the provisions of Rule 1309.1 or Rule
1304;
• Permits for equipment modification or change of conditions with no increase in
emissions;
• Initial Title V permits;
• Title V permits for Administrative and Minor Permit Revisions;
• Applications for Compliance Plans; and
• Applications for ERCs.
For additional information, please contact Mohsen Nazemi, Deputy Executive Officer for
Engineering and Compliance. He can be reached at 909-396-3447 or
permitm orato ri u m (a) ag m d. g ov.
El
072
Subcontractor TSI onsite setting up WTP SCADA
Chemical,Feed building factory reps in startup
Potassium Permanganate system complete
Membrane Building painting and finish work
Membrane startup has begun - Siemens onsite - operator training on Membrane operation to begin in March
Sewage lift station on line
Pretreatment system operational
Fire alar system and sprinklers operational
Plant operators' in training
JANUARY PROGRESS
MONTHLY REPORT
PAYMENT REQUEST:
$287.606.39
TOTAL PAID TO DATE
FEBRUARY, 2009
AMOUNT TO ESCROW $2,370,004.57
,
PROJECT:
MEMBRANE TREATMENT UPGRADE OF THE CANYON FILTRATION
PLANT
PROJECT NO.:
WVF-207
GENERAL CONTRACTOR:
SSC CONSTRUCTION INC.
DESIGN ENGINEER:
BLACK & VEATCH INC.
CONSTRUCTION MANAGER:
BLACK & VEATCH, INC.
PROJECT CONTRACT AMOUNT:
$35,905,500.00
$36,515,702.14
EXTRA DAYS
CHANGE ORDERS TO DATE:
$100,642.76
10
Approved July 23, 2007
$164,975.54
14
Approved Sept 24, 2007
$57,261.33
4
Approved Nov 26, 2007
$22,693.21
0
Approved Feb 25, 2008
$9,454.31
24
Approved July 28, 2008
$90,761.23
2
Approved Oct 27, 2008
$71,407.91
34
Approved Jan 26, 2009
$93,005.85
0
tent approv. Feb. 23, 2009
88
MONTHLY ACTIVITIES
Construction progress meetings were held Jan 15, Jan 29, & Feb 12
Total CO's
$610,202.14
As of 02/17/09
(1.70% over bid price)
Subcontractor TSI onsite setting up WTP SCADA
Chemical,Feed building factory reps in startup
Potassium Permanganate system complete
Membrane Building painting and finish work
Membrane startup has begun - Siemens onsite - operator training on Membrane operation to begin in March
Sewage lift station on line
Pretreatment system operational
Fire alar system and sprinklers operational
Plant operators' in training
JANUARY PROGRESS
PAYMENT REQUEST:
$287.606.39
TOTAL PAID TO DATE
$34,021,896.30
AMOUNT TO ESCROW $2,370,004.57
PROJECT PERCENT COMPLETE
93.41%
Q
W
usA
a JJA
INFORMATIONAL ITEM
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIESS
DATE: FEBRUARY 23, 2009
SUBJECT: DELTA VISION COMMITTEE IMPLEMENTATION REPORT
Attached for your information is a copy of the subject report. It is a work by a committee, the
Governor's Blue Ribbon Task Force, comprised of stakeholders from broad base constituents —
former legislators, farming community, urban water users, industry, high education institutions,
scientists, and environmental community. It is a report with implementation plan that includes a
well thought out schedule for all necessary activities.
Delta is a vital water supply source for Azusa. As you are well aware, Azusa relies on Delta
water for our replacement water; and Azusa, along with the- Cities of Sierra Madre, Monterey
Park and Alhambra, voted to issue bonds to buy into the State Water Project forty plus years ago
to enable the cities a reliable supply of water for their respective citizens. Today, this historically
reliable resource has become a political and environmental football at the expense of California's
economic well being.
Attached report is a good informational resource if one of you plans to participate in the League
of California Cities Water Task Force.
Please let me know if you have any questions.
Prepared by: J. Hsu
074
Delta Vision Committee Implementation Report
Summary Recommendation to the Governor
In its October 2008 Delta Vision Strategic Plan, the Governor's Blue Ribbon Task Force
drew a fundamental and significant conclusion that California's Delta must be managed
according to two coequal goals:
"Restore the Delta ecosystem and create a more reliable water supply for California."
The Delta Vision Committee agrees and recommends that this concept, as further defined
herein, be incorporated into state law.
In addition to the commendable accomplishment of achieving consensus on this level, the
Task Force was able to take a highly politicized topic and distill rhetoric and diverse opinions
and recommendations into a list of recommended actions. The Delta Vision Blue Ribbon
Task Force's Strategic Plan is a robust document, developed through public input under the
leadership of an accomplished team, that will serve as an important guide and reference as
California moves forward to make improvements in the Delta.
We agree with the Task Force that strong action is needed to stop the continued decline of
water reliability and concurrent deterioration of the Delta ecosystem.. Based upon our
review of the Strategic Plan document, we present here a concise summary of the Delta
Vision Committee's recommended near-term actions necessary to achieve Delta
sustainability and to avoid catastrophe.
The priorities that form the foundation for a sustainable Delta include the following
"fundamental actions":
• A new system of dual water conveyance through and around the Delta to protect
municipal, agricultural, environmental, and the other beneficial uses of water;
• An investment commitment and strategy to restore and sustain a vibrant and diverse
Delta ecosystem including the protection and enhancement of agricultural lands that
are compatible with Plan goals;
• Additional storage to allow greater system operational flexibility that will benefit water
supplies for both humans and the environment and adapt to a changing climate;
• An investment plan to protect and enhance unique and important characteristics of
the Delta region;
• A comprehensive Delta emergency preparedness strategy and a fully integrated
Delta emergency response plan;
• A plan to significantly improve and provide incentives for water conservation —
through both wise use and reuse — in both urban and agricultural sectors throughout
the state;
• Strong incentives for local and regional efforts to make better use of new sources of
water such as brackish water cleanup and seawater desalination; and
• An improved governance system that has reliable funding, clear authority to
determine priorities and strong performance measures to ensure accountability to the
new governing doctrine of the Delta: operation for the coequal goals. Completion of
December 31, 2008 - 1
075
this fundamental action is absolutely essential to the sustained operation and
maintenance of all of these recommendations.
The Delta ecosystem is experiencing a step decline. This condition, in addition to increasing
seismic risk, added year-round water demand and the impacts of climate change have
already caused severe reductions in the Delta -dependent water supply and in the reliability
of that supply. These reductions impact our economy, our food security and our quality of
fife. The stakes are high, and Californians must come together now to take fundamental
actions to preserve and protect the many uses of the Delta.
Context
Governor Schwarzenegger has been committed to improving California's flood and water
infrastructure since the day he took office. His support of Proposition 1 E resulted in the
passage of the largest one-time investment in California's aging flood control system in the
state's history. Additionally, his support for Proposition 84 led to unprecedented levels of
funding dedicated to improving water quality and fundamentally investing in ecosystem
protection and restoration.
In an effort to overcome the historic political paralysis surrounding water policy in California,
in September 2006 Governor Schwarzenegger signed Executive Order S-17-06. This
Executive Order built on the Legislature's SS 1574, AB 1200 and AB 1803. The Executive
Order launched the Delta Vision process by establishing a Blue Ribbon Task Force, a
Cabinet -level Delta Vision Committee, Delta Science Advisors, and a Stakeholder
Coordination Group. The independent Blue Ribbon Task Force was charged with
developing both a long-term vision for the Delta and a plan to implement that vision. That
same Executive Order charged a Committee of the Governor's Cabinet Secretaries, the
Delta Vision Committee, to review the completed work of the Task Force and to make their
own implementation recommendations to both the Governor and Legislature by December
31, 2008. This report sets forth those recommendations.
The Committee, in this implementation report, draws on the detailed recommendations in
the Task Force's Strategic Plan, and provides a summary of fundamental actions to be
undertaken in the next two years. Many actions will take more than two years to complete
but significant progress can be made within this time frame to ensure that infrastructure and
planning improvements will be in place for the next Administration to carry on. Additionally,
in this report the Committee lists a number of strategies set forth by the Task Force to
support the fundamental actions. These are a significant part of a comprehensive approach,
but require additional development and perhaps additional authority from the Legislature in
order to implement.
t
There is no time to waste and we must accelerate implementation of near-term fundamental
actions. Additional delay will only compound the risk to the state and its citizens. The
Committee therefore recommends, as illustrated in the following timeline, the series of
fundamental actions to be taken now and a phased implementation of most of the
supporting strategies from the Delta Vision Strategic Plan as detailed herein.
December 31, 2008
076
Timeline of Proposed Delta Actions and Associated Events
2009
Delta Vision Report to Governor and Legislature
Governor's State of the State
Executive Order creating Delta Policy Group
Letter to Interior Secretary inviting participation in Delta Policy Group
Delta Policy Group to meet at least quarterly to:
• Develop Delta Governance Proposal (including recommendations for
improvements in State agency management and efficiency)
• Review and make recommendations to Governor and Legislature on key
Delta actions. Track budgets and schedules to meet key milestones such as
the Bay Delta Conservation Plan Environmental Impact
Report/ Environmental Impact Statement (BDCP EIR/EIS) and interim
actions
• Develop Memorandum of Agreement (MOA) with Delta Counties to assist in
developing Delta Plan
• Develop Delta Plan
Legislation proposed for:
• Water Bond
• Water Fees
• Delta Conservancy
• Enhanced administrative water rights authority for the State Water Resources
Control Board (SWRCB)
• Water Conservation
Scoping meetings for BDCP EIR/EIS with stakeholders
National Oceanic Atmospheric Administration Fisheries releases salmon Biological
Opinion
BDCP conservation strategies released
BDCP Draft EIR/EIS
2010
Delta Policy Group continues to meet at least quarterly:
• Recommends long-term governance for the Delta
• Continues to track budgets and schedules to meet key multi -departmental
actions
• Continues MOA with Delta Counties to complete developing initial Delta Plan
• Oversees Key Ecosystem Restoration Actions until Conservancy can assume
role
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077
2010 (cont.)
Legislation Proposed for:
• Long-term governance for the Delta
i • Enhanced Bay Delta Protection Commission
Final BDCP EIR/EIS adopted and permits secured
C Surface storage feasibility studies completed (Sites Reservoir, Los Vaqueros
expansion, and San Joaquin River Basin)
Department of Water Resources to apply for water rights for new point of diversion
for Hood
SWRCB to complete Suisun Marsh Plan
SWRCB to Develop Water Recycling Plans
Apply for Delta National Heritage area
Develop Delta Economic Plan
2011
Goal: New Conveyance Breaking Ground
Continue Ecosystem Restoration activities
SWRCB to adopt water rights changes in accordance with the Delta Plan
2012
Conveyance procurement and construction continues
Continue Associated Ecosystem Restoration actions
Department of Fish and Game to recommend instream flows for the Delta
SWRCB to revise San Joaquin River flow objectives.and implement as soon as
possible to improve Delta water quality
December 31, 2008
U%8
The Delta
The Delta is formed by the confluence of the state's two largest rivers - the Sacramento
flowing south and the San Joaquin flowing north - which carved the land, enriched its soil,
and created a unique variety of habitats. Today, the Delta is one of California's most
valuable and unique resources of this economically powerful and ecologically diverse state.
The Delta provides valuable benefits to California: it is the source of drinking water for 25
million Californians, fuels a $37 billion agricultural industry and serves as an important
habitat to more than 750 known animal and plant species. The 1,000 -square -mile estuary
supports 80 percent of California's commercial salmon fisheries, and its 1,100 miles of
levees protect farms, cities, schools and people.
California's Delta has long been at the center of competing demands, both as the hub of the
state's water system and the heart of the largest estuary on the Pack Coast. But it is much
more than that: home to more than 500,000 residents, an agricultural center, a recreational
draw from around the state, and a crossroads for many of California's utility and
transportation corridors.
Long-standing conflicts arising from these often competing uses are compounded by new
scientific information suggesting increased risks to the Delta as we know it - from climate
change which is causing both sea level rise extending into the Delta and the potential for
increased flooding along Delta rivers. This new science also indicates the risk of major
seismic events, potentially causing devastating impacts on public health, safety and welfare,
is greater than previously understood.
Change is Inevitable
The water supply for two-thirds of Californians and much of the state's irrigated agriculture is
held in jeopardy by the risks from floods, sea level rise and earthquakes as well as court
decisions reducing exports of Delta water to central and southern California. Those risks
have been increasing regularly - as the new science provides a new picture of the risks.
Unbeknownst to many of the Californians who rely upon it, today's Delta landscape is a
highly -altered human invention - a complex maze of 57 major "islands" carved by dredges
for the purpose of land reclamation more than 100 years ago. Today, the Delta's land
surface is as much as 30 feet below sea level, intersected by a network of shallow channels
and sloughs. Since 1900, levee failures have flooded Delta islands 166 times; some of
these flooded islands have never been recovered, while others have flooded multiple times.
No Delta levee has failed as a result of a major earthquake; nonetheless, the risk of
widespread damage from a major earthquake in the future is high. A 6.5 magnitude
earthquake_ could cause multiple levee failures and the simultaneous flooding of several
islands.
The Delta ecosystem is becoming severely degraded. Court decisions, closure of the
salmon fishery in 2008 and a procession of listings of species as threatened or endangered
(winter -run Chinook salmon, Delta smelt, Central Valley spring -run Chinook salmon, and
Longfin smelt) are evidence of this degradation.
Climate change is altering the Delta and is expected to do so more in the future. Sea level
rise of several inches in the past 100 years is expected to accelerate in the next decades
December K, 2008
079
and the Delta Vision science advisors recommended using an expected sea level rise of 55
inches by 2100 in making major policy and infrastructure decisions. More variable
precipitation and extreme weather will challenge the stability of Delta levees and increase
the difficulty of achieving a reliable water supply.
In addition, the Delta is rapidly becoming more urban. Despite the recent downturn in the
housing market, millions more people are expected to inhabit the five Delta counties by the
middle of this century. Wise land use decisions that preserve public safety, promote
ecosystem restoration, and permit long-term climate change adaptation are essential.
The Delta Ecosystem Must be Protected and Revitalized
Fish population crashes are only the most recent manifestations of a long decline in
ecosystem health. Several factors, including habitat destruction, invasive species, fish and
productivity losses to water diversions, contaminants, and flow alterations have together
gravely damaged the largest estuary on the West Coast of the United States.
It is important to note that agriculture is part of the existing environment and sustaining long-
term agricultural productivity through soil, water, and air conservation and protection is
necessary to achieve both coequal goals. Large scale habitats must be restored and
agricuftural landowners provided incentives for actions that integrate ecosystem restoration
with their operations. Also, migratory corridors for birds, fish, and other animals must be
established, fish populations must be protected and restored by addressing sources of
mortality, and invasive species must be controlled.
Several important actions are required as listed below. Additional resources need to be
dedicated to carrying out many of these recommended actions.
Recommended actions that have authorization
• Complete the Bay Delta Conservation Plan (BDCP) and associated environmental
assessments by the end of 2010. These actions provide for effective Delta
ecosystem revitalization and strong recommendations designed to increase the
quality of exported water, increase fish populations and protect water supplies
against earthquakes and floods.
• Update Bay -Delta regulatory flow and water quality standards to protect beneficial
uses of water by 2012. Fully implement these new standards as well as the existing
standards.
Continue funding for implementation of the CALFED Ecosystem Restoration
Program (ERP), including finalization of the ERP Conservation Strategy. Complete
several ecosystem projects such as Dutch Slough, Mein's Landing and Hill Slough
tidal restoration projects and improved habitat in the Yolo Bypass. Projects will
proceed with due consideration and recognition of local jurisdiction and concerns,
and implementation will be conducted in coordination with the affected parties.
• Evaluate in 2009 and, begin construction on Delta gates and barriers that improve
water quality, water supply reliability and ecosystem function.
December 31, 2008
a '�
Develop and implement streamflow recommendations throughout the annual
hydrograph for tributaries to the Delta. Direct the Department of Fish and Game to
develop streamflow recommendations for tributaries in the Delta watershed, as
specified in Public Resources Code Section 10000`- 10005. Direct the State Water
Resources Control Board to undertake appropriate proceedings to consider and
implement the flows. '
Control aquatic invasive species within the Delta. Funding the Aquatic Invasives
Management Plan developed by the Department of Fish and Game, a
comprehensive effort to prevent new invasions and minimize impacts from
established invaders, would aid the restoration of desirable habitat. The Department
of Water Resources and the Department of Fish and Game, working in cooperation
with federal and local Delta agencies, should implement this comprehensive invasive
species management and control program. Implementation will require securing
additional funds from the Legislature to strengthen and expand these programs.
Require the state and regional water boards and the Department of Fish and Game
to immediately expand their evaluation of potential stressors of the aquatic habitat
and continue to adopt long-term programs to regulate discharges from irrigated
agriculture and urban areas. Specific areas requiring attention are stormwater runoff
from urban areas, agricultural drainage, and ammonium discharges from wastewater
treatment plants. All of these alter water quality and sediment characteristics of the
Delta. The effects of these inputs on aquatic foodwebs, algal blooms, and non-
native species in the Delta require concerted study. This activity should be based on
sound science and closely coordinated with the CALFED Science Program and a
Science and Engineering Board, which will require financial support.
In addition, by 2010 begin comprehensive monitoring of Delta water quality and fish
and wildlife health, and by 2012 develop and implement Total Maximum Daily Load
programs for the Delta and its tributary areas to eliminate water quality impairments,
including but not limited to reduction of organic and inorganic mercury entering the
Delta from tributary watersheds.
Recommended actions requiring authorization:
Large -Scale Habitat Restoration — Within the Delta Pian (described in the
governance section), identify funding and direct restoration by 2100 of large areas —
on the order of 100,000 acres — of interconnected habitats in coordination with flood
control planning and implementation within the Delta and adjacent areas. These
habitats should include tidal marshes, floodplains, open water, adjacent grasslands,
seasonal wetlands, selected wildlife -friendly farmlands, and migratory corridors (both
instream and riparian). Wildlife -friendly farming practices also should be encouraged.
The habitats should be connected in ecologically beneficial ways, and lands adjacent
to tidal marshes should be conserved in agricultural or open space uses to allow for
long-term sea level rise. Flows and water quality conditions necessary to sustain the
habitats must also be provided. Require the Resources Agency to_establish a task
force of state, federal and local Delta agencies to integrate the Ecosystem
Restoration Plan into the proposed Delta Plan.
December 31, 2008
m
a
Reduce Effects of Non -Project In -Delta Diversions – In -Delta diversions have the
potential to impact native fishes directly through entrainment and indirectly through
effects on hydrology and the quality of return water flow. Secure additional funds
from the Legislature by 2010 for the Department of Fish and Game to evaluate the
effects of in -Delta diversions on native fishes and to make recommendations to
minimize their effects while respecting their water rights. These evaluations should
consider the costs and benefits of moving diversion points to locations where fish
impacts are lower and water quality is higher. Proceedings should be initiated
before the State Water Board to determine whether methods of diversion are
reasonable based on the recommendation of the Department of Fish and Game.
The State's Water Supply Must be More Reliable
Twenty-five million Califomians—nearly two-thirds of the state's population—depend on the
Delta for at least some of their water supply. Millions agricultural acres are irrigated with
water from the Delta watershed. The survival of many endangered species also depends on
flows through the Delta. Significant changes are occurring in the Delta—including sea level
rise, climate change effects, levee deterioration, ecosystem degradation, and urbanization—
that threaten the sustainability and reliability of the Delta. Actions must be implemented
immediately to deal with these changes and ensure the sustainable future of California's
water supply. The actions inherent to water supply reliability must include increased surface
and groundwater storage, a reliable conveyance facility, increased utility of existing facilities,
and assurances to counties and watershed of origin that their priority to water resources
shall be protected.
Additional resources need to be dedicated to carrying out many of these recommended
actions.
Recommended actions with authorization:
Near -Term Water Conveyance Improvements – Complete the Bay Delta
Conservation Plan (BDCP) and associated environmental assessments by the end of
2010. Completion of these actions would ensure that Delta water exports comply
with state and federal species protection laws and water quality standards. These
actions would also lead to strong recommendations for water conveyance
improvements designed to increase the quality of in -Delta and exported water,
increase fish populations and protect water supplies against earthquakes and floods.
Water Use Reductions – Initiate the Governors objective to reduce per capita water
usage 20 percent by 2020. To achieve this objective, all currently available authority
should be used, in particular using the incentive of grants to insure compliance.
Additionally, legislative action should be taken as outlined below.
Surface Storage Investigations – Complete analyses of CALFED surface storage
feasibility studies and their environmental assessments by December 2010. As
called for in SBX2 1, each feasibility study will identify the preferred reservoir location
and size, project appurtenances, operations under climate change conditions, cost,
and benefits. The studies should also describe how the storage projects could
contribute to the coequal goals of restoring the Delta ecosystem and creating a
reliable water supply for California.
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082
Water Bond — Continue to work with the Legislature to place a comprehensive water
bond package on the next statewide ballot so that critical regional and state
infrastructure and ecosystem restoration projects can move forward.
Financial and Technical Assistance — Immediately provide financial incentives and
technical assistance through the Integrated Regional Water Management Plans and
Local Groundwater Assistance Program to improve surface and groundwater
monitoring and data management.
Recommended actions requiring authorization:
Long -Term Water Conveyance Improvements — In 2011, implement conveyance
improvements and associated ecosystem restoration projects upon the completion of
the BDCP evaluations now under way. While conveyance by itself does not require
funding or changes in authority, any public share of costs for the BDCP ecosystem
restoration objectives may require additional funding authorization.
Conservation Improvements - Enact legislation in 2010 requiring urban water
suppliers or regions to reduce their per capita water use sufficiently to achieve a
statewide average 20 percent reduction in per capita water use by 2020. This effort
should take into account regional differences and find ways to improve agricultural
efficiency as well as urban water use efficiency. The first priority should be on
incentive -based approaches; however, the State Water Resources Control Board's
relevant authority should be streamlined. This will facilitate fair, timely and effective
enforcement action and the assessment of monetary penalties for failure of water
suppliers and users to achieve conservation targets and implement best
management practices. Enact legislation to require urban and agricultural water
agencies to adopt volumetric water pricing and expand outreach and information
programs. In particular, it is essential that any conservation mandates include
sufficient flexibility to avoid unintended consequences such as impacts on low
income communities, groundwater recharge, regional differences, and agronomic
needs (e.g. salt management, climatic variations). Additionally, improving agricultural
efficiencies is not intended to result in a proscriptive mandate for each crop.
Expand Surface and Groundwater Storage - Complete analyses of surface
storage, groundwater storage, flood control, and improved reservoir operations by
2012 and implement feasible and effective projects. Provide financial incentives to
promote local and regional water storage projects in conjunction with the CALFED
surface storage project feasibility studies and their environmental assessments,
described previously.
Water Rights Accountability — Enact legislation in 2010 to enhance and expand
the State Water Resources Control Board's water rights administrative
accountability. These recommendations are not intended to adversely affect the
current water right priority system, including area -of -origin priorities but rather to
strengthen the current administrative system. Appropriate enforcement will protect
existing water rights.
➢ The State Water Resources Control Board needs authority to collect and
disseminate accurate information on all surface water diversions in the state.
Consequently, all statutory exemptions from water diversion and use
reporting should be repealed and enforcement authority extended, and a
December 31. 7008
1
streamlined process implemented requiring complete, timely, and accurate
information from all diverters. The gathering and submittal of this information
should be as easy as possible, as described below.
D The Water Board needs authority to require interim remedies, after r
opportunity for hearing, to prevent irreparable harm to the environment and
other water right holders, while underlying proceedings continue. Interim
remedies could include requiring the diverter to take appropriate action to
mitigate potential harm or to provide necessary information. As with courts,
Water Board evidentiary proceedings can take many years. Unlike courts,
however, the Water Board currently has no authority to issue interim orders
designed to prevent irreparable harm.
D Further, the Water Board needs to clarify existing water rights in many parts
of the State in light of poorly defined or unreported riparian and appropriative
water right claims and the unquantified needs of fish and wildlife. The Board
needs the authority to initiate stream adjudications and collect adjudication
costs from the parties diverting water. This process will respect area of origin
rights.
D Many existing water right permit terms and conditions are not directly
enforceable, and the law should be amended to correct this problem.
Water Use Reporting - Ensure the sustainability of water supplies by improving
water diversion and use reporting, strengthening water rights accountability, and
increasing water use efficiency. Enact legislation to streamline and simplify water
diversion and use reporting requirements to reduce the reporting burden on local
agencies and improve the quantity and quality of water diversion and use data. The
legislation should mandate electronic submission of water diversion and use data to
a central database. In addition, a pilot project should be mandated to install real-time
telemetered monitoring devices on surface water diversions in and tributary to the
Delta. The pilot project should be extended to all diversions above a specified size
upon successful completion of the pilot.
Integrated Regional Water Management — Continue to improve water supply
reliability by encouraging regional self-sufficiency, promoting alternative supplies,
and by increasing local and regional water storage capacity. Provide financial
incentives to promote alternative supplies such as reused water, recycled water,
stormwater, and desalinated water. Provide financial incentives and technical
assistance through the Integrated Regional Water Management Plans and Local
Groundwater Assistance Program to improve surface and groundwater monitoring
and data management.
The Delta is a Unique and Valued Place
Despite the risks and inevitable changes, the Delta is a unique and important region for both
the state and the nation. Investing in the sustainability of the Delta is critical for its character,
its agriculture and recreation, the Delta ecosystem and statewide water supplies.
The people, assets, and resources of the Delta are subject to substantial and increasing
risks. The Delta levee system is critical to protecting the entire landscape, the state's water
system, and the Delta ecosystem, but it is deteriorating. Delta levees provide marginal
protection under present conditions and face growing threats from sea level rise,
earthquakes, and floods. Land use decisions and emergency preparedness efforts must
December 31, 2008
R
account for these realities. Placing more people in risky locations — and failing to
safeguard those who are already there — is irresponsible. Action is necessary to ensure
people remain out of harm's way.
Additional resources need to be dedicated to carrying out many of the recommended
actions below.
Recommended Actions that have authorization:
Improve Flood Protection and Emergency Response – Immediately increase
emergency preparedness and response in the Delta by continuing to stockpile flood
response materials. Complete by 2010 a Delta -wide regional emergency response
plan that achieves legally binding regional coordination between local, state, and
federal agencies, and by carrying out near-term emergency preparation actions such
as those recommended in the Delta Vision Strategic Plan. In addition, use existing
bond funds to quickly acquire easements or fee title to lands needed to form a south
Delta flood bypass.
Strengthen the Delta levee system – Continue to fund and implement levee
improvement projects especially in urban areas, while also expanding the levee
special projects and subvention programs until a long-term levee strategy is
formulated. Require the California Public Utilities Commission and the California
Department of Transportation to conduct by 2012 a comprehensive analysis of the
costs and benefits of various infrastructure protection strategies, including those
identified in the Delta Risk Management Strategy.
Create a Delta National Heritage Area – By 2010, achieve federal designation for
portions of the Delta as a National Heritage Area and expand the State Recreation
Area network in the Delta. Direct the Defta Protection Commission, with support
from the Department of Parks and Recreation, to apply for federal designation for all
or portions of the Delta as a National Heritage Area, a place designated by Congress
"where natural, cultural, and recreational resources combine to form a cohesive,
nationally -distinctive landscape arising from patterns of human activity shaped by
geography."
Develop a Delta Economic Plan - Direct the Secretary of Business, Transportation
and Housing and Secretary for Food and Agriculture to work with Delta counties and
the Delta Protection Commission to develop a Delta regional economic plan by 2011
to support increased investment in agriculture, recreation, tourism, and other resilient
land uses. As part of the informational baseline for this plan, conduct a Delta -wide
agricultural analysis to identify opportunities, needs and barriers to agricultural
sustainability in the Delta. Direct the Secretary of Business, Transportation and
Housing to initiate, by March 1, 2009, a focused and coordinated effort, working
together with local governments, the Delta Protection Commission and businesses in
the Delta, to identify projects and programs, including those relating to agriculture,
recreation, and tourism, that have the potential to quickly improve the economic
vitality of the Delta, focusing on optimum leverage of federal, state, local and private
sector resources to address critical economic needs. The results of this effort shall
be included in the Delta Plan described in the governance section.
December 31, 2008
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MR
Recommended Actions Requiring authorization:
Establish a Delta Investment Fund - Establish by 2010 a Delta Investment Fund to
provide a credit base for a more broad-based and resilient Delta economy. Structure
the fund to accept federal, state, local and private funding, ultimately achieving a
base of $50 to $100 million, to ensure long-term stability. Once created, the fund
should be placed under the joint management of the Delta Protection Commission
and a consortium of local governments to ensure that it is used for the benefit of local
economies. Expenditures of funds should be consistent with the Delta Plan
described in the governance section.
Plan for Appropriate Land Uses for At -Risk Areas in the Delta — Seek legislation
in 2009 that would require local land use plans for (1) the Cosumnes/Mokelumne
floodway and the San Joaquin/South Delta lowlands, (2) urbanized areas below sea
level on Bethel and Brannan -Andrus Islands, and (3) certain towns within the Delta
primary zone, including Walnut Grove, Locke, Clarksburg, Courtland, and
Terminous. These are locations within both the primary and secondary zones where
public safety, flood management, ecosystem restoration, and/or climate change
adaptation needs require greater land use oversight. The local plans should be
created by local governments, but must be consistent with the Delta Plan described
in the governance section.
Long-term Levee Planning. Prepare a comprehensive long-term levee investment
strategy by 2012 that matches the level of protection provided by Delta levees to the
uses of land and water enabled by those levees. Direct the Department of Water
Resources to develop the plan in coordination with local reclamation districts and
other relevant state agencies and provide funding to support their participation. The
levee plan must include full consideration of the levees' role in protecting people,
land, reliable water supplies, water quality, aquatic ecosystems, infrastructure, the
aesthetic and cultural values of the Delta, and the capacity for the Delta to evolve
over the long term. It must also consider the effects on restoration of the Delta
ecosystem, potential threats posed by climate change, seismicity, subsidence,
localized deterioration, and any possible "domino effect" resulting from individual
levee failures.
Strengthen Delta Governance & Provide Reliable Funding
State, federal, and local interests are inextricably intertwined in the Delta, and a successful
coalition of these interests is critical to the success of improvements in water supply
reliability, ecosystem health and protection of the Delta as a place.
As stated in the Executive Order that established the Delta Vision process, effective
governance and stable, sufficient funding are absolute requirements for successfully
addressing the challenges in the Delta. For two decades, a governance structure that
allows for effective coordination and policy direction has proven elusive. The California Bay -
Delta Authority, created as a mix of state and federal agency and public members in 2003,
has been judged in several independent reviews to have been largely ineffective. Its failure
has been largely attributed to a lack of statutory authority to enforce priorities and an inability
to direct policy through a budgetary approval process.
December 31, 2008
12
The Delta Vision Blue Ribbon Task Force recommended an independent Council that would
be responsible for adopting a California Delta Ecosystem and Water Plan, and would have
the statutory authority and budgetary control to ensure compliance by state, regional and
local agencies. The Council would seek to ensure such compliance by federal agencies
through provisions of the Coastal Zone Management Act. This approach is both sweeping
in its scope and innovative in its method. However, the breadth of the proposal, combined
with as yet undeveloped standards and criteria creates significant concerns worthy of
consideration.
Specifically, it is not yet clear how the coequal goals would be balanced and achieved under
this new structure. Achievement of goals for the Delta has eluded existing governing entities
for decades. But simple articulation of the coequal goals is unlikely to help resolve conflict
without a clear set of standards and criteria for the Council to apply when making
consistency determinations for proposed agency actions. In the absence of standards and
criteria, it will be difficult to achieve predictability for those decisions. An example of the type
of approval actions that need predictability, and thus standards and criteria, is proposed
pumping regimes for Delta exports. For example, how much may be pumped at what hour
and at what rate and how is that pumping regime to be modified when conditions change?
Furthermore, would those changes override decisions by the Department of Fish and Game
or the federal fishery agencies? Many questions of similar significance remain unanswered.
In the above example, standards and criteria are necessary to determine whether the
agency guidance to the operators of the water projects is consistent with the coequal goals.
Development of those standards and criteria involves legal and technical issues of
enormous complexity. Therefore it would be most appropriate to do so in the context of a
public process, similar to that of the Task Force, before a long-term governance proposal is
ready to be submitted to the Legislature. While the public process will be complex and
contested, it is necessary.
The governance recommendation of the Task Force is innovative and has merit; however,
many additional issues must be clarified and questions answered before we can
recommend implementation. That said, there are both immediate and short-term
governance actions that should be taken and we make the following recommendations:
Recommended actions that have authorization:
• Complete the Central Valley Plan of Flood Protection, a building block for land use
decisions in the Delta.
• Continue existing CALFED programs which articulate state and federal activities.
• Continue a strong and consistent investment in science and engineering important to
the Delta through a robust, well -coordinated Delta Science and Engineering Program
with transparent oversight and review from a Delta Science and Engineering Board.
Recommended actions requiring authorization:
Establish the Interim Delta Policy Group - composed of the Secretary for
Resources; Secretary for Food and Agriculture; Secretary for Business,
Transportation and Housing; Secretary for Environmental Protection; President of the
Public Utilities Commission; Director of the Department of Water Resources; Director
of the Department of Fish & Game; Executive Director of the State Water Resources
December 31, 2008
13
Wr
Control Board and an elected official chosen by the five Delta counties. Request the
federal government to participate in the policy group at the highest appropriate level.
This group is intended to be in place for 12 months and until a long-term governance
structure is in place.
The recommended immediate goals for the Policy Group:
1) Propose to the Governor a long-term governance plan that will ensure that the
coequal goals are achieved in a coordinated manner among state, federal and
local agencies. Development of the governance plan should include existing and
potential new fee authorities necessary to achieve the coequal goals. An
example of this might be to modify and revitalize the California Water
Commission and give it changed authority. The Califomia Transportation
Commission might be an example of how this revised water commission could
work.
2) Provide oversight for implementation of Delta actions until a long -tens
governance mechanism is in place.
3) Develop a Memorandum of Agreement with the counties of Contra Costa,
Sacramento, San Joaquin, Soiano and Yolo and three Councils of Governments
(Sacramento, Bay Area and San Joaquin) that will advise the Policy Group on
Delta implications of their governance proposals and Delta Plan.
4) Develop a Delta plan that addresses in an integrated way the long term
Ecosystem Restoration Plan, flood protection, infrastructure and local issues and
concerns until a long-term governance mechanism is established. Make
recommendations for how best to make the Delta Plan enforceable through
statute.
5) Evaluate how best to place the coequal goals into state statute. This should
include clear standards for interpretation and application of the coequal goals.
Those standards and the coequal goals of a vital Delta ecosystem and more
water supply reliability for California should be the foundation of policy making
and management of Delta resources, consistent with California water rights law,
and federal and state laws that protect water quality, endangered species, and
other beneficial uses of water. The statute should also require that the coequal
goals are included in any contract or financing instrument, such as a bond,
related to Delta resources.
Enhance the Delta Protection Commission - The existing Delta Protection
Commission (DPC) should be modified to focus its efforts in the areas of land use
and economic development. The Committee recommends that the Delta Protection
Commissioners include: five county supervisors, one from each Delta County
selected by its Board of Supervisors, three representatives of Delta cities, selected
by Councils of Governments, and three representatives of Delta Reclamation
Districts or water agencies. Consistent with the recommendation of the Task Force,
the DPC may invite state and federal agencies to participate as non voting members.
The Delta Protection Commission will ensure that all projects in the Delta are
consistent with the plan. The changes to the Delta Protection Commission should
take place only upon implementation of an overall governance structure to be
developed by the Delta Policy Group.
Establish a Delta Conservancy - Given the scope, urgency and need for effective
integration among multiple ecosystem restoration efforts, the Committee
recommends the establishment of a Delta Conservancy. Until such legislation is
December 31, 2008
14
enacted, Delta ecosystem restoration projects will continue to be implemented by the
Department of Fish and Game, the Department of Water Resources and other
responsible agencies. Actions taken by the Conservancy shall be consistent with the
Delta Plan. The Conservancy shall have the following responsibilities, attributes and
powers:
Responsibilities:
• Develop a strategic plan to coordinate and/or implement ecosystem
restoration activities consistent with the Delta Plan.
• Bring necessary lands under management consistent with its
ecosystem restoration activities, through easement, leases,
acquisition or other means.
• Support appropriate recreation and economic development activities
in the Delta, including those of the National Heritage Area
designation.
Attributes:
• A new entity focused on the statutory Delta, the Suisun Marsh and the
Delta watershed as addressed in the Delta Plan.
• Governed by nine members, including the Resources Secretary,
Director of Finance, Chair of the Delta Protection Commission, and six
public members, at least three of whom shall be elected county
officials from within the five Delta -region counties.
Powers:
• To enter into contracts, to buy and sell land and other property and
the power to acquire land through the State Public Works Board.
• To apply for, receive and expend grants or contracts from local, state
or federal agencies, non profit or business organizations.
• To engage in partnerships with any organization to support
implementation of its programs.
Implement Strategic Financing for Delta Sustainability - The Committee supports
the recommendations made regarding strategic finance by the Task Force. The
Committee recommends immediate legislative action to provide authority to
implement state water supply and environmental resource protection fees. We
recommend that fees be tailored to specific purposes where fee payers can see the
specific work products associated with fees.
The Policy Group and long term governing body or implementing agencies should
have authority to impose these fees in specific circumstances when necessary and
when consistent with the law and the Delta Plan. The authority to set fees and the
responsibility for allocation of the proceeds are consistent with legislative
authorization and oversight. Revenue bond authority should be associated with fee
authority.
Bond financing will also be a critical element of a financing plan and the Delta Vision
Committee urges quick action on pending bond proposals which include funds for
ecosystem restoration, Integrated Regional Water Management, storage, Delta
revitalization, water recycling, conservation and water quality improvements.
December 31, 2008
15
HN F
This table lists the Goals and Strategies from the Delta Vision Blue Ribbon Task Force's Strategic Plan and identifies where
they are addressed in the Delta Vision Committee's report. The Committee accepted all the recommended goals proposed
by the Task Force. They also accepted all recommended strategies with the exception of two strategies regarding
govemance, for which they proposed modifications. It is expected that the interim governing entity will continue to evaluate
and direct specific actions.
:C oaifsand Strategies fi "Delta ,Decision
-110
�_Location in Delta Vision Committee
Vi5Task lForm'Srilimple Implementation
nT
Yes N 0
jrnp lementationReporE,
Report
Plan for Appropriate Land Uses for At -
Goal 1: Legally acknowledge the co -equal X
Page 1: Summary Recommendation to the
goals of restoring the Delta ecosystem and
Governor
creating a more reliable water supply for
and infrastructure strategies of Goal 6.
Califforriia
------ -- - -------
------------ . .... ..
Strategy 11.11: Make the co -equal goals the X
Page 14: Evaluate how best to place the coequal
foundation of Delta and water policy
goals into state statute
making.
Strategy 3.11: Restore large areas of X
... ........
Large -Scale Habitat Restoration
Goal 2: Recognize and enhance the unique X
Page 10: The Delta is a Unique and Valued
cultural, recreational, and agricultural values
Place
of the California Delta as an evolving place, an
action critical to achieving the co -equal goals
Strategy 2.1: Apply for federal designation X
of the Delta as a National Hentage Area, and
expand the State Recreation Area network in
the Delta.
Strategy 2.2: Establish market incentives X
and infrastructure to protect, refocus, and
enhance the economic and public values of
Delta agriculture.
Strategy 2.1 Develop a regional economic X
plan to support increased investment in
agriculture, recreation, tourism, and other
resilient land uses.
....- ......
Strategy 2.4: Establish a Delta Investment X
Fund to provide funds for regional economic
: Page 11: Create a Delta National Heritage Area
Page 11: Develop a Delta Economic Plan
, -- - - . .. ... .... . .. . . .. ..
Page 12: Establish a Delta Investment Fund
development and adaptation.
--
---- -- ---- - - ----
Strategy 2.5: Adopt land use policies that X
Page 12:
Plan for Appropriate Land Uses for At -
enhance the Defta's unique values, and that i
Risk Areas in the Delta
are compatible with the public safety, levee,
and infrastructure strategies of Goal 6.
------ -- - -------
Goal 3: Restore the Delta ecosystem as the X
Page 6:
The Delta Ecosystem Must be
heart of a healthy estuary
.............. ...... .
. .
Protected and Revitalized
----- -- .... .......
Strategy 3.11: Restore large areas of X
Page 7:
Large -Scale Habitat Restoration
interconnected habftats--on the order of
100,000 acres—within the Delta and Its
watershed by 2100.
Strategy 3.2: Establish migratory corridors X
Paged
Large -Scale Habitat Restoration
for fish, birds, and other animals along
selected Delta river channels.
. ..........
..... ------
December 31, 2008
III
Goal 4: Promote statewide water X
conservation, efficiency, and sustainable use
Strategy 4.1: Reduce urban, residential X
industrial, and agricultural water demand
through improved water use efficiency and
conservation, starting by achieving a
statewide 20 percent per capita reduction in i
water use by 2020.
Strategy 4.2: Increase reliability through
diverse regional water supply portfolios.
Pages 6 and 7: Several actions to reduce
stressors
Page 7: Develop and implement streamilow
recommendations
Page 7: Require relevant state agencies to I
immediately expand evaluation of potential
stressors.
---------- _.. _....
Page 8: Water Use Reductions
Page 9: Conservation Improvements
X Page 9: Financial and Technical Assistance
Page 10: Integrated Regional Water
Management
Goal 5: Build facilities to improve the existing X
water conveyance system and expand
statewide storage, and operate
Strategy 51: Expand options for water X
conveyance, storage, and improved
reservoir operations.
Strategy 5.2: Integrate Central Valley flood X
management with water supply planning.
Goal 6: Reduce risks to people, property, and X
state interests in the Delta by effective
emergency preparedness, appropriate land
uses, and strategic levee investments
Strategy 6.1: Significantly improve levels of X
emergency protection for people, assets,
and resources.
— --- ._...... ------
Strategy 6.2. Discourage inappropriate land X
uses in the Delta region.
Page 8: Surface Storage Investigators
Page 9: Long -Tenn Water Conveyance
Improvements; Expand Surface and
Groundwater Storage
Page 11: Improve Flood protection and
Emergency Response; Strengthen the Delta
Levee System
I..... ...
Page 12 Plan for Appropriate Land Uses for At -
Risk Areas in the Delta
Strategy 6.3: Prepare a comprehensive j X Page 12: Long -Tern Levee Planning
long-term levee investment strategy that
matches the level of protection provided by
Delta levees and the uses of land and water
enabled by those levees.
December 31, 2008
17
091
1 Goal 7: Establish a new governance structure x
with the authority, responsibility,
accountability, science support, and secure
funding to achieve these goals
- ------- ----- ..... . I .................
Strategy 7.1: Establish a new California
Delta Ecosystem and Water Council as a
policy making, planning, regulatory, and
oversight body. Abolish the existing
Calff(Dmia Bay -Delta Authority, transferring
needed CALIFED programs to the Califorma
Delta Ecosystem and Water Council.
Establish a new Delta Conservancy to
implement ecosystem restoration projects,
and increase the powers of the existing
Delta Protection Commission.
Page 12 -13: Strengthen Delta Governance &
Provide Reliable Funding
Page 13: Establish the Interim Delta Policy
Group, rather than a Council
Strategy 7.2: Require the California Delta X
Page 14: The interim Policy Group is to start
Ecosystem and Water Council to prepare a
developing a Delta Plan in coordination with
California Delta Ecosystem and Water Plan
local government
to ensure sustained focus and enforceability
among state, federal, and local entities.
.. . .... ......
Strategy 7.3: Finance the activities called X
Page 15: Implement Strategic Financing for
for in the California Delta Ecosystem and
Delta Sustainability
Water Plan from multiple sources.
L....... ... . ... ...... ... ....
Strategy 7.4: Optimize use of the CALFED X
Record of Decision and Coastal Zone
Management Act to maximize participation
of federal agencies in implementation of the
Pages 12 -13: Consider issues that must be
clarified before proceeding with
recommendation.
California Delta Ecosystem and Water Plan.
---------- --
Near-Term Actions
1. Obtain needed information on water X
.. ............ .. . . ....... ..... ... -------
Page 10: Water Use Reporting
diversion and use.
2. Initiate collection of improved socio- X
economic, ecosystem, and physical
structure data about the Dela to inform
policy processes and project level
decision making by all public agencies,
local, state, and federal.
-------------------- _- ------ ____ ....... .. ...... .
• 3. Accelerate completion of in -stream flow X
Page 7: Develop and implement streamflow,
analyses for the Delta watershed by the
recommendations.
Department of Fish and Game.
------- — ----- I --------- --------------------
4. Conduct a Middle River Comdor Two X
Page 6: Evaluate in 2009 and begin
Barrier pilot project.
construction of Delta gates and barriers that
improve water quality, water supply reliability
and ecosystem function.
--------
December 31, 2008 18
092
C
5. Complete construction of an alternative X
intake for the Contra Costa Water
District,
6. Evaluate the effectiveness of a Three X
Mile Slough Bamer project.
----- --- -------------- .......... —.—I -- ------- -7-
7, Construct a demonstration fish
protection screen at Clifton Court
Forebay.
-------- - - ----------
8. Advance near-term ecosystem x
restoration opportunities,
- ---------- --------- -----------
9. Stockpile rock and other emergency x
response materials.
10. Assess and improve state capacity to
respond to catastrophic events in the
Delta.
....... .
Page 6: Evaluate in 2009 and begin
construction of Delta gates and barriers that
improve water quality, water supply reliability
and ecosystem function.
------- -- -- —
Not considered.
Page 11: Improve Flood Protection and
Emergency Response
Page 11: Improve Flood Protection and
Emergency Response
December 31, 2008 19
b 3.
ANusA
LANI 6 5A
INFORMATIONAL ITEM
TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY
BOARD AND AZUSA CITY COUNCIL
FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES
DATE: FEBRUARY 23, 2009
SUBJECT: LEGISLATIVE UPDATE
At both the Federal and State levels, most legislators have been consumed by economic and
budgetary issues and legislation. Our affiliate associations, the American Public Power
Association (APPA), the California Municipal Utilities Association (CMUA), and Southern
California Public Power Authority (SCPPA), are monitoring utility -related legislative issues and
trying to keep pace with the rapidly changing legislative environment.
At the Federal level, the President signed the Stimulus legislation on February 17, 2009. APPA
and SCPPA were monitoring various drafts of the Stimulus package and looking at how such
legislation might affect utilities. In general, there are various provisions in the Stimulus
legislation that will provide funding for various water projects and those related to renewable
energy, smart grids, energy efficiency, transmission, and battery technologies. While funding
will likely be prioritized based on how fast the money can be spent and how many jobs the
funding creates, it is not clear what channels will be used to distribute such funding and what
strings will be attached to using the funds.
At the State level, the budget crisis has dominated the legislative landscape and little time has
been left for consideration of much else. In fact, the CMUA reported that legislators will be
limited in how many bills they can introduce this session due to the need to focus on financial
and budgetary issues. As a result, very few legislative positions have been adopted by the
CMUA's legislative committee. The CMUA, however, has formulated principles regarding
proposed Renewable Portfolio Standard legislation and these are attached for your reference.
When it comes to regulating Greenhouse Gases at the Federal level, it has been reported there is
some debate as to whether the Federal government should adopt RPS standards. Some
legislators have suggested that it might be better if they were to adopt air standards instead of
setting an RPS target. The Sacramento Municipal Utility District (SMUD) formulated some
interesting ideas regarding Federal legislation on climate change and that document is attached
for your reference.
094
In the area of water, there is still perception that water resources and the drought are of serious
concern regionally. See attached letter from Congressman Devin Nunes to President Barack
Obama and Governor Arnold Schwarzenegger. In this letter, the Congressman highlights how
the drought and environmental regulations could cost California 40,000 farm worker jobs and
exponentially more jobs in Southern California if the area is unable to get its traditional water
supply from the State Water Project (SWP). State legislature committees began to conduct
hearings on various subjects from the Delta Vision Report, a copy of which is attached with this
agenda. The Delta will be the main focus of the state legislature in dealing with water in this and
possible next legislative sessions. Without a resolution to the Delta there will be perpetual water
shortage both to central valley farming communities and to southern California; and the long
term economic effects will be devastating.
Prepared by:
Cary Kalscheuer, Assistant to the Director of Utilities
Attachments:
CMUA — Principles for Proposed RPS Legislation
CMUA RPS
Prindples.pdf
SMUD — Proposal for Low Carbon Electricity Framework
T1
SMUo-LowCarbon.pd
f
Letter from Congressman Devin Nunes, 2151 District
1M\.
Ltr re Wtr Crisis. pdf
095
I
LIFORNIA MUNICIPAL UTILITIES ASSOCIATION
915 L STREET, SUITE 1460 • SACRAMENTO, CALIFORNIA 95814 • (916) 326-5800 • FAX (916) 326-5810
California Municipal Utilities Association
Principles
For
Proposed Renewable Portfolio Standard Legislation
CMUA supports a 33% Renewable Portfolio Standard goal by 2020 as
necessary tool to meet the State's paramount objective of reducing
greenhouse gas (GHG) emissions to 1990 levels by 2020.
2. CMUA supports the development of a renewable energy baseline for
individual publicly owned utilities (POUs) by the POU's governing board
using a method similar to that used to develop a baseline for individual
Investor.Owned utilities (IOUs).
3. CMUA supports a common definition for eligible renewable resources and
a common tracking system applicable to all entities. The parties also
support granting the California Energy Commission (CEC) authority to
certify new or additional future technology advances that meet the
Legislative intent of the RPS Program,
4. Existing law limits the eligibility of renewable energy to small facilities of 30
MW or less of generating capacity. CMUA supports increasing the limit to
50 MW. This is consistent with existing laws in Oregon and Washington.
5. CMUA supports continued local flexibility with regard to setting
procurement targets to meet the 33% RPS by 2020.CMUA supports
requiring POUs to establish periodic renewable energy procurement
targets of renewable energy that demonstrate material progress toward
meeting the RPS of 33% in 2020. CMUA believes the CEC should play a
review and verification role, where the CEC tracks and measures progress.
POUs and IOUs would report their procurement targets and their progress
in meeting those targets on an annual basis to the CEC. CMUA supports
the development of a common reporting format and protocol by the CEC.
POUs would also be required to periodically update their procurement
targets to reflect actual progress in procuring renewable energy, the
lumpiness of procurement, and the barriers impacting procurement efforts.
The "RPS resource report" would be subject to review and comment by the
CEC. The provisions of this reporting requirement are exclusive and
should supersede and remove any existing reporting requirement regardinc
the acquisition of renewables.
e
S. CMUA supports removal of barriers to new transmission, including
streamlining the siting of new transmission lines and facilitating cost
effective infrastructure projects that meet both reliability needs and RPS
targets. New transmission projects should allow for joint ownership and
operation of facilities, including recognition of long term physical
transmission rights and cost certainty. CMUA supports maintaining the
current jurisdiction of publicly owned utilities (POUs) with regard to
planning, approval, siting and construction of new or upgraded
transmission lines.
7. CMUA supports continued local POU governance approval of individual
renewable energy procurement processes and contracts. Such contracting
authority must remain with the respective rate -making authority.
8. CMUA supports the use of renewable resources throughout the Western
Electric Coordinating Council (WECC) and generally supports either utility
ownership or long-term contracts as the primary procurement strategy to
encourage renewable resource development. Procurement strategies for
renewable resources should be guided by the availability of transmission
capability, maintenance of grid reliability and lowest cost to consumers.
Existing law limits the eligibility of out-of-state renewable resources to
facilities that commenced operations beginning in 2005, with certain
exceptions. The ambitious 33% RPS goal necessitates procurement of
cost-effective resources wherever they can be found and be deliverable to
California. CMUA supports deleting the restriction on pre -2005; out-of-
state renewables resources to enlarge the pool of resources from which
IOUs/POUs can obtain clean and reliable supplies of electricity at the
lowest cost to consumers (see Pub. Res. Code §25741(b)(2)(B)(ii)).
CMUA supports the ability to use tradable renewable energy credits
(RECs) as an additional compliance tool to enable procurement of
renewable energy despite certain transmission and other constraints.
CMUA supports legislation to clarify that the GHG reduction attribute of the
REC counts against any GHG emissions liability from energy re -bundled
with the REC and delivered to California. While it should not be mandatory
for individual utility compliance, CMUA supports the preference and
prioritization of in-state renewable manufacturing and development to
create jobs and drive economic development.
1/2812009
097
10. CMUA recognizes that CARB is relying on a 33% RPS to achieve the GHG
reductions required under AB 32 and recognizes that CARB intends to levy
penalties to utilities not achieving the GHG reduction goals. No further
penalty authority is required in RPS legislation POUs will have ample
incentive to increase their renewable energy procurement in order to
reduce the financial risk of purchasing expensive carbon allowances. Such
costs would act as a financial penalty to POUs that fail to meet RPS goals.
Additional penalties would siphon off resources needed to procure
renewables and would serve to harm ratepayers who must ultimately pay
for them through increased rates. CMUA supports the opportunity to
purchase RECs directly to meet the RPS target.
11. CMUA supports an exemption, limited to smaller POUs who are largely
resourced by electricity from large hydro generation projects, from the RPS
procurement target. Consideration should also be given to categorically
exempting very small utilities based upon the number of customers served
or the megawatt hours served, and for an exemption process at the Energy
Commission for utilities with unusual circumstances.
12. CMUA supports the development of local Renewable Energy Development
Areas to encourage the research, development and manufacturing of
renewable energy technology within California.
1/2812009
MW
WSMUD
I i SACRAMENTO MUNICIPAL UTILITY DISTRICT
7 rl The Power To Do More.'
P.O. Box 158.30, Sacramento, CA 95852-1830,- 1 -588 -742 -SMUT) (7683)
January 30, 2009
GM09-021
Dear Colleagues:
As the 111'" Congress gets under way, and we again debate on federal climate change legislation and a
federal Renewable Portfolio, 1 would like to share SMUD's thoughts about a new approach to a
greenhouse gas (GHG) cap -and -trade program that we believe is more customer -focused and cost-
effective than proposals we have seen to date.
SMUD believes that a single, integrated federal cap -and -trade program, that places the "point of
regulation" at the Retail Provider and allows — but does not mandate —those entities to use a range of
tools, including renewable resources, energy efficiency, demand response and other measures, would .
achieve our long-range carbon reduction goals while ensuring continued delivery of affordable, reliable
and clean energy to our customers.
Given our country's current economic reality, electricity consumers cannot afford to have billions of
dollars siphoned away through multiple energy resource mandates and an overly expensive cap -and -trade
program. SMUD's proposal, which we call the "Low Carbon Electricity Framework," (LCEF) has three
critical cost -savings elements:
I ) By placing the point of regulation at the Retail Provider, windfall profits to generators are
eliminated;
2) Energy efficiency, the lowest -cost carbon reduction option, is embedded as a compliance option
in the LCEF, which gives regions with fewer renewable resources than others a cost-effective
means to achieve required GHG reductions; and
3) By allocating allowances to Retail providers, which are regulated by state or local authorities, the
value of those allowances will minimize cost impacts to consumers, instead of flowing to other
regions or programs outside the community.
Attached are two documents that explain our LCEF proposal in more detail. My colleagues at SMUD and
I hope you will take time to review them and give us your thoughts and reactions to this proposal.
I am aware that many in Congress and elsewhere have endorsed the idea of a stand-alone Renewable
Portfolio Standard and a complex GHG cap -and -trade program with generators as the point of regulation.
Nevertheless, 1 hope that as the debate on these ideas becomes more focused, Members of Congress may
seek a more affordable, customer -focused alternative and that the LCEF may find a receptive audience.
I look forward to discussing this proposal with you at our next scheduled meeting. Thank you again for
your consideration.
Sincerely,(/n/' -
I C10 �
Jo DiStasio
General Manager & Chief Executive Officer
John DiStasio, General Manager & Chief Executive Officer
DISTRICT HEADQUARTERS ^ 6201 S Street, Sacramento CA 95817-1899
099
SMUD Proposal
For a
Low Carbon Electricity Framework
(February 2009)
SMUD recognizes the serious threats of global climate change and the imperative of reducing
greenhouse gas emissions drastically. As a customer-owmed utility, we have a responsibility to
protect our customer's long-term interests, in terms of minimizing exposure to climate change, as
well as their short-term interests of ensuring continued delivery of affordable, reliable, and clean
electricity. To this end, SMUD supports long term carbon reduction goals that are consistent with
minimizing climate impacts, specifically, an 80 — 90% reduction in emissions by 2050, and a
near-term reduction target that at reduces emissions by 15% below today's levels by 2020.
s
As a primary means to protect electricity customers from excessive and unnecessary costs in
achieving these targets, we are proposing a framework that recognizes the pivotal role that
electricity retail providers can and should play in reducing carbon emissions from the US' largest
emitting sector.
• SMUD supports a Low Carbon Electricity Framework (LCEF) that would require electricity
Retail Providers to take primary responsibility for reducing electric sector greenhouse gas
(GHG) emissions through a customer -oriented cap -and -trade program.
• SMUD prefers a single, federal cap -and -trade program over "piecemeal," multiple and/or
overlapping federal mandates on greenhouse gases (GHGs), renewable resources and energy
efficiency/conservation to ensure reductions are made in a cost-effective and efficient
manner.
The "point of regulation" for the LCEF would be the Retail Provider of electricity, because
these entities are in the best position to plan and make resource choices for a low -carbon
electricity infrastructure that ensures reliability, least cost compliance, and economic
development through creation of local green }obs. A Retail Provider has more tools at hand
than an electricity generator to reduce emissions from the electricity sector.
• Under an LCEF, Retail Providers would have theflexibility to meet a nationally mandated
emissions reduction target with local, cost-effective tools of their choice. These tools would
include energy efficiency, new renewable generation, zero-GHG generation, carbon capture
offsets, and emissions trading. By embedding energy efficiency as a compliance option, this
In December, 2008, SMUD's Board adopted a target of 90% below 1990 emissions levels by 2050, and a 33%
RPS standard by 2020, in support of reducing carbon emissions and ensuring a sustainable energy portfolio.
100
approach would ensure that the most cost-effective means of reducing emissions is not an
after -thought, but a centerpiece of meeting our national GHG reduction goals.
SMUD supports an allocation system for the electricity sector that distributes all emissions
allowances to retail providers for a fixed but gradually increasing fee, with all resulting
revenues returned to Retail Providers to be spent on infrastructure and programs that actually
reduce carbon, mitigate the price effects of a GHG cap on consumers, and are subject to
approval by state and local regulators. Such a system provides cost certainty to retail
providers and their customers, and needed revenues to finance the transition to a low -carbon
economy.
As any cap and trade program will take several years to implement, "early action" should be
encouraged by rewarding Retail Providers for carbon -reduction programs established by a
specified date.
In addition, electrification of the transportation sector will be one of the most effective ways
to reduce societal GHG emissions and American dependence on foreign oil. To ensure that
this approach is aggressively pursued, allowances in an amount that reflects the reduction in
emission due to deployment of plug-in hybrid vehicle (PHEVs) and electric vehicles (EVs)
should be transferred from the transportation sector to the electricity sector as the market
share of these vehicles increases.
101
Low Carbon Electricity Framework
Frequently Asked Questions (FAQs)
1. What is the goal of the Low Carbon Electricity Framework (LCEF) and what are
its advantages?
The overarching goal of the LCEF is to achieve necessary greenhouse gas (GHG)
reductions by the electricity sector in the most efficient, cost-effective manner, with
particular concern for the impact of the program on consumers and the U.S. economy..
A key advantage of the LCEF is that, by designating electricity Retail Providers as the
"point of regulation," responsibility for reducing GHG emissions is placed on the entity
that is:
1) accountable to the public through direct regulatory oversight;
2) obligated to serve the customer reliably;
3) responsible for investing in new utility resources and/or driving generation
investment decisions through contracting to purchase power to serve load;
4) responsible for investing in energy efficiency and demand response; and
5) closest to consumers and, therefore, most able to incent changes in their behavior,
while protecting them from unnecessary costs.
Proposals that would make emitting generators the point of regulation ignore the fact that
generators that are not also retail providers are not in a position to influence decisions
about investments in alternative, lower -emitting resources. Neither are they able to
implement customer -focused energy efficiency or demand response programs. When
independent generators or wholesale generators that are forced to comply do not have
viable alternatives other than shutting down generation or losing money, they will stop
generating.
Further, in deregulated electricity markets, placing the point of regulation at the generator
will unnecessarily result in billions of dollars in windfall profits to generators as the result
of higher market clearing prices, regardless of the allowance allocation scheme. Placing
the point of regulation at the Retail Provider would still provide an appropriate price
signal, in the form of a risk "adder", but would save consumers significant amounts of
money by ensuring that no more is paid for compliance than necessary. This is a
fundamental difference between the LCEF and the more commonly proposed generator-
' Experience in the EU-ETS has shown that free allocation in a deregulated market results in massive
windfalls to generators. Further, economic modeling by the California Public Utilities Commission shows
that even under a 100% auction approach, with a point of regulation at the generator, California's
electricity customers would spend more than Sl Billion per year extra for electricity as a result of higher
market clearing prices, without reducing emissions.
102
based cap -and -trade program, and its importance for minimizing costs to the consumer
should not be overlooked.
By eliminating multiple mandates on the electricity sector, the LCEF would result in a
simpler, more cost-effective carbon reduction program. Separate mandates for carbon
reduction, development of renewable resources and energy efficiency will likely create
redundant, inconsistent and/or conflicting requirements for utilities, resulting in greater
costs to industrial, commercial and residential customers.
By placing the point of regulation at the Retail Provider, separate mandates are
unnecessary, because renewable resources and energy efficiency automatically become
compliance tools for meeting carbon reduction targets placed on the utilities. Retail
Providers have the necessary flexibility to develop compliance strategies which take
maximum advantage of regionally available resources, energy efficiency and demand
response opportunities. A point of regulation that can effectively utilize energy efficiency
as a compliance approach will have maximum benefits to the consumer and the
economy 2, and will ensure broad acceptance of efficiency programs throughout the
electric sector.
Given the current economy and the pressure that customers are already facing, priority
should be given to achieving our national GHG goals at the lowest possible cost to
consumers and to the U.S. economy.
2. How would Retail Provider emissions levels be determined? Historic emissions?
Other?
Determining a Retail Provider's emissions levels would begin by building on existing
databases and forms Retail Providers and generators use for reporting emissions and
electricity transaction data. In addition, a new tracking system would be required to
integrate these data sources, as well as some additional reporting requirements, in order
to accurately attribute emissions to Retail Providers.
This enhanced system would be consistent with the philosophy behind voluntary
emissions reporting programs such as the California Climate Action Registry Power
Utility Reporting Protocol and The Climate Registry's Electric Power Sector Reporting
Protocol. In addition, it would allow for much more robust identification of emissions
associated with electricity transactions and regional residual mix values.
While the tracking system would require funding to put in place, its costs pale in
comparison to the increased societal costs of a generator -based point of regulation.
Although the generator -based point of regulation would be easier from a tracking
perspective, it unnecessarily increases wholesale electricity prices for all generators,
leading to higher prices for those fuels and for energy -intensive goods and services.
a As has been shown in California, "California has saved about $56 billion in electricity costs and created
1.5 million jobs over 35 years by using energy more efficiently" according to a UC Berkeley study
published in 2008 'Energy Efficiency, innovation, and Job Creation in California,"
103
R.
3. Why are emissions allocated at a fixed cost as opposed to an auction?
Because Retail Providers are regulated entities, allowances could be distributed at not
cost with a stipulation that they be used in their customers' interests. However, because
raising revenue will be necessaryto pay for new, non -emitting infrastructure, the LCEF
proposes that allowances be distributed for a fixed, but gradually increasing fee. Such an
approach provides some of the same advantages of an auction but minimizes uncertainty
around costs to customers and total amounts of revenue generation, thereby helping
contain costs and minimize inefficiencies in expenditures.
An auction unnecessarily creates uncertainty in total costs to retail customers as well as
uncertainty for administration of funds, resulting in large surpluses and deficits for
programs and infrastructure that rely on these funds. In addition, given the nation's recent
experience with oil, gas, and financial markets volatility and uncertainty, introducing and
relying on a large, new, and potentially volatile market does not seem to be an
appropriate way to ensure that capital -intensive clean infrastructure gets built.
4. What would "clean" Retail Providers, those with little or no fossil energy to sell,
get in terms of allowances? What if they needed allowances for future purchases,
generation?
Emissions allowances would be distributed, initially, primarily on the basis of historic
emissions, allowing those entities with higher emissions profiles time to transition to
lower -emitting resources. A transition to allocations based on retail electricity sales
would occur by 2030 at the latest, recognizing that all Retail Providers, including those
with lower emissions profiles, will have to make investments in clean generation,
transmission, customer efficiency and rate mitigation. Recent utility investment
decisions, made with the express intent of reducing greenhouse gas emissions, would be
rewarded through an early action set-aside. Such a transition period also allows utilities
time to pay off existing capital investments to ensure customers are not left with major
stranded assets as a result of the program.
5.1 Would any other entity (other than Retail Providers) get allocations of
allowances? If not, how would we generate S$ for energy efficiency, customer
assistance and other worthy programs?
Since the point of regulation and, thus, the point of allowance allocation would be the
Retail Provider, these entities would likely invest in more energy efficiency because it is
the most cost-effective compliance strategy. This mechanism would provide both the
incentive and the value for utilities to implement successful customer efficiency
programs as a direct compliance approach.
For those states where energy efficiency programs are run by the state or by independent
entities, mechanisms could be set up to allow transfer of value by the Retail Provider to
the energy efficiency program. However, this decision would occur at the state level,
101
rather than as part of the federal allocation program, given the diversity of structures and
purposes for state-run or independent energy efficiency programs.
6. How does the LCEF compare to the recently proposed EEI Climate Change
Points of Agreement?
The biggest point of agreement between the EEI principles and SMUD's LCEF principles
has to do with the recognition of the Retail Provider, or the Local Distribution Company
(LDC) as the most appropriate place to allocate allowances to ensure appropriate
regulatory oversight of use of funds and maximum benefits to customers.
The long term targets proposed by EEI are also comparable to those proposed by SMUD,
i.e. an 80% reduction in emissions by 2050. SMUD fully agrees that efficiency and
renewables are key to near-term reductions, but believes they will also play a significant
role in long-term reductions, along with other existing and emerging technologies.
While the EEI principles focus on a cap -and -trade program which initially allocates
allowances for free, primarily to Retail Providers and, to a lesser extent, to merchant coal
generators, and gradually transitions to a'full auction, the LCEF would require
allowances to be paid for, and provide that Retail Providers would have the right to
purchase these allowances a fixed price. Rather than establishing a price "collar", as
proposed by EEI, the LCEF would establish a price floor, and allowances would be
distributed to those entities that need them, which would implicitly limit speculative
bidding and price spikes.
7. What role would flexible compliance mechanisms, such as offsets, have in the
LCEF?
Flexible compliance mechanisms such as high-quality offsets have a role to play in
reducing societal emissions, while limiting the pressure on high capital cost infrastructure
to change rapidly in response to fluctuations in carbon prices. However, excessive
reliance on offsets can have a detrimental effect as necessary infrastructure investments
are delayed in favor of projects which, while worthy, may have little benefit to local,
state, and the overall US economy. Offsets should be viewed primarily as a cost
mitigation tool to smooth out carbon prices, not as a fundamental strategy for achieving
the long-term deep cuts needed in electric sector emissions.
Other flexible compliance,mechanisms such as "banking" should be included as well to
encourage early reductions. However flexible compliance mechanisms which
compromise the integrity of the cap and the imperative of emissions reductions over the
long term should be avoided.
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February 6, 2009
The Honorable Barack Obama The Honorable Arnold Schwarzenegger
President of the United States Governor, State of California
1600 Pennsylvania Ave, NW State Capitol Building
Washington, DC 20502 Sacramento, CA 95814
Dear President Obama and Governor Schwarzenegger:
The State of California is experiencing a disaster. The economy of the state is dependent
on two major water supply projects that were designed and built in middle of the Twentieth
Century, the Central Valley Project (CVP) and the State Water Project (SWP). Collectively,
these projects serve more than 25 million people in the San Francisco Bay Area and Southern
California and serve more than three million acres of highly productive farmland. However, we
have failed to invest in the infrastructure required to make these Projects capable of serving the
current needs of the state. Moreover, our failure to invest in conveyance infrastructure in the
Sacramento -San Joaquin Rivers Delta has subjected the CVP and SWP to severe restrictions
under the Endangered Species Act. As a consequence, the people who rely on the CVP and
SWP are facing unprecedented water supply shortages at the hands of policymakers.
For the first time in the history of the CVP, which is operated by the Bureau of
Reclamation, agricultural water service contractors on the westside of the San Joaquin Valley
will receive no water for the irrigation of nearly a million acres of farmland. As a consequence,
as much as 500,000 acres will be forced out of production and, according to a recent forecast by
economists at the University of California, Davis, more than 40,000 farm workers will lose their
jobs. This is a number which exceeds the number of emnlovees of General Motors Moreover,
these job losses will occur in poor, rural communities, such as the City of Mendota, which
already has unemployment rates in excess of 40%, and these communities arc the least capable
of reacting to this economic devastation.
This year the SWP, which is operated by the California Department of Water Resources,
will be able to deliver only 5-10% of normal allocations to cities and farms served by the SWP.
The economic losses in places like the Los Angeles basin and Silicon Valley, which rely on
water from the SWP, will be exponentially greater than losses in the farming communities of the
San Joaquin Valley, and the consequences of this water supply disaster will eviscerate any
benefits from a stimulus package passed by the Congress.
I am writing to urge you to act immediately to ameliorate the economic disruption that is
already occurring in California. There are actions that can be taken. For instance, New Melones
10,6
Reservoir, which is owned by the Bureau of Reclamation, currently holds nearly 1.2 million
acre-feet of water. Historically, water from this reservoir has been used primarily to enhance
fisheries in the Stanislaus River. However, current needs demand that this water be made
available to farmers and cities outside of the historic place of use, and it is within the discretion
of your agencies to enable this change. In addition, agencies within your respective
administrations exercise great discretion in the administration of federal laws, like the
Endangered Species Act and the Central Valley Project Improvement Act; or state laws, like the
California Water Code. These agencies should be directed to exercise that discretion in a manner
that will enable the CVP and the SWP to move water to the farms and cities that depend on these
projects. I implore each of you to direct agencies under your control to take all stens necessary
to restore water supplies to some sense of normalcy.
Finally, I am asking that you join me in supporting legislation that will prevent
environmental laws from impeding progress on stimulus projects and actions required to deal
with emergencies like the one currently facing California. Senator David Vitter has proposed an
amendment to the stimulus bill that would exempt from the application of the National
Environmental Policy Act for a period of three years projects intended to stimulate the economy
and exempt from the application of the Endangered Species Act actions taken during periods of a
declared emergency to mitigate the impacts of that emergency. I will introduce companion
legislation in the House of Representatives at the earliest opportunity. Please support Senator
Vitter's proposed amendment and my legislation.
As you know, the San Joaquin Valley is America's breadbasket. Our region supplies
food and fiber to the world. Communities in the San Joaquin Valley grew on the foundation of a
strong agriculture economy, but today many of those communities are withering because of
chronic water supply shortages. I do not believe that I am exaggerating when I state that people
in rural areas of the San Joaquin Valley are facing a humanitarian crisis unparalleled in modern
history. Moreover, large urban areas of California are about to experience the hardship endured
by these ural communities for the last two decades.
While you cannot reverse decades of bad decisions overnight, you do have options before
you today. I urge you to exercise leadership and act now to mitigate the suffering of my
constituents. Failure to act will simply push the San Joaquin Valley unemployment rate
above 20% and result in the collapse of civil society.
With deep concerns;
llawle4
Peunes
Member of Congress
CC: Speaker Nancy Pelosi; Interior Secretary Ken Salazar; California Secretary for Natural
Resources Mike Chrisman; Senator Dianne Feinstein; Senator Barbara Boxer
107
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