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Agenda Packet - February 28, 2005 - UB
AGENDA REGULAR MEETING OF AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL AZUSA LIGHT & WATER 729 N. AZUSA AVENUE AZUSA, CA 91702 AZUSA UTILITY BOARD DIANE CHAGNON CHAIRPERSON DICK STANFORD VICE CHAIRPERSON CRISTINA C. MADRID BOARD MEMBER MONDAY, FEBRUARY 28, 2005 6:30 PM DAVE HARDISON BOARD MEMBER fOSEPH R. ROCHA BOARD MEMBER 6:30 p.m. - Convene to Regular Meeting of the Azusa Utility Board and Azusa City Council • Call to Order • Pledge to the Flag • Roll Call 1. PUBLIC PARTICIPATION (PersondGroup shall be allowed to speak without interrupt/on up to five (5) minutes madmum time, subject to compliance with applicable meetino, 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 Partfclpadon "I be lhnited to strty (60) minutes time.) Recognition award by Azusa Light & Water for Mayor Cristina Cruz -Madrid and Council Member Dick Stanford to honor their service to the City of Azusa's Utilities Department. III The Consent Calendar adopting the printed recommended action will be enacted with one vote. IfStaff or Councilmembers wish to address any Item on the Consent Calendar individually, it will be considered under SPECIAL CALL ITEMS. 11. CONSENT CALENDAR A. Minutes. Recommendation: Approve minutes of regular meeting of January 24, 2005, as written. LJ II -A. UB Min-]an-24-05.DOC B. Notice of Completion: Capital Improvement Proiect Water Treatment Plant Entrance and Fendn Improvements. Recommendation: Accept CIP project; direct the City Clerk's Office to execute Notice of Completion and record same at Office of the Los Angeles County Recorder. IR II -B NOC A-1 Fence.doc C. Hunter Electric Service Company Blanket Purchase Order. Recommendation: Approve amendment of blanket purchase order issued to Hunter Electric Service, Inc. for fiscal year ending June 30, 2005 in the amount of $15,000. In II{. Po w -Hunter Electric.doc D. Lease of City Property at Heck Reservoir. Recommendation: Approve lease of portion of property at Canyon Filtration Heck Reservoir site to Verizon Wireless and authorize City Manager to sign execution agreement version approved by City Attorney. WzO ELI IE -D. Verizon Lease.doc E. Consultant Desirm Services for Membrane Treatment Upgrade and Expansion of Canyon Filtration Plant. Recommendation: Award contract for consultant design services of said project to Black & Veatch Engineering in the amount of $1,300,000. II -E. WTP Design.doc 002 Lt t` Project W-196 Replacement of 5.100 Linear Feet of 12 -inch Distribution Main In Fifth Street, Azusa. Recommendation: Approve advertisement for bids for Water Project W-196. U -F. Main Replacement Project. G. Budget Amendment for Contract with Wren & Associates. Recommendation: Approve budget amendment for professional services with Wren ii, Associates to perform inspection services on Project W-194, Cypress Waterline, in the amount of $32,000. II -G. Inspn Contr w-Wren.doc H. Quitclaim of Utility Easement. Recommendation: Authorize the Utility Director to sign a quitclaim of easement on Lots 1 through 7 of Block 37 (Sav-on Furniture Site). II -H. Quddaim Sav-on Furniture Fas Athens Services -Azusa Land Partners Memorandum of Understanding (MOU). Recommendation: Approve MOU with Athens Services to authorize direct hauling of waste from Azusa Land Partner's property (Monrovia Nursery Development) to Puente Hills landfill. IM. Report re Athens MOU.doc J. Bridge Loan to General Fund to Pay for FY 04-05 Salary Adiustment. Recommendation: Approve the following resolution: A RESOLUTION OF THE CITY OF AZUSA, CALIFORNIA, AUTHORIZING A BRIDGE LOAN FROM THE WATER FUND IN AMOUNT OF $130,000 TO CITY OF AZUSA GENERAL FUND. Lai U-7. VLF Bridge Loan.doc Ill. SCHEDULED ITEMS A. San Tuan Outage Insurance Coverage. Recommendation: Authorize staff to procure an outage Insurance coverage from XL Capital/Indian Harbor Insurance Company for San Juan Unit 3 for coverage period July 1, 2005 through June 30, 2006 in the amount of $175,000. ti F, at III -A. SI Iris. Pollcy.doC B. Scheduling Services Aereement Between City of Azusa and Salt River Project. Recommendation; Approve the Scheduling Services Agreement between the City and Salt River Project (SRP) and authorize Mayor to execute agreement. III -B. SSA w -Salt Rlver.doc C. Professional Services Agreement Between City of Azusa and Braun A Blaising, P.C. Recommendation: Approve the Professional Services Agreement between the City and Braun & Blalsing, P.C. with an Initial budget of $30,000 and authorize Mayor to execute agreement. WWI M -C. Prof Svc Contract -Exit Fees.di W. STAFF REPORTS/COMMUNICATIONS A. Monthly Update: Electric Yard Renovation Project IV -A. Elec Yard Offic Update.doc B. Monthly Update: Systems & Software Customer Service Information System IV -s. SO as Update. DDC C. Monthly Power Resources Update ELI N -C. Azusa Utility Board Meeting Feb20 D. Legislative & Regulatory Update Lai IV -D. Legislative Update.ppt E. Update on Landfill Rates and Compliance with AB 939 Eal IV -E. Solid Waste Issues Update.doc Update on Online Materials Exchange Website (Verbal Only) G. 2nd Quarter Work Plan Update IV -G. Work Plan Update Report doc V. V1. ADIOURNMENT A. Adjournment. %n complimice with the Americans with Disabilities Act, ifyou need special assistance to participate in a citymeetiny please contact the City Clerk at 626-812-5229. Notification three (3) worlldng days prior to the meeting of time when special services are needed will assist staff in assuring that reasonable arrangements can be made to provide access to the meeting. " 005 W CITY OF AZUSA MINUTES OF THE REGULAR MEETING OF THE AZUSA UTILITY BOARD/CITY COUNCIL MONDAY, JANUARY 24, 2005 - 6:30 P.M. The Utility Board Members of the City of Azusa met In regular session, at the above date and time, in the Azusa Light and Water Department Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Chairperson Chagnon called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: BOARD MEMBERS: HARDISON, STANFORD, CHAGNON ABSENT: BOARD MEMBERS: ROCHA, MADRID ALSO PRESENT: Also Present City Attorney Ferre, Director of Utilities Hsu, Assistant Director of Resource Management Tang, Assistant City Manager Person, Director of Human Resources Hanson, Assistant Director of Electric Operations Ramirez, Assistant Director of Customer Care and Solutions Vanca, Senior Electric Engineer Langit, Administrative Technician Yang, Economic Development Director Hightower, City Treasurer Macias, Downtown Project Manager Ruiz, City Clerk Mendoza, Deputy City Clerk Toscano. Public Participation Pub Part The following persons addressed item IV -C Request for Salary Adjustment for Assistant City Manager, expressing their opinion against the matter: Walter Harville, Mike Lee, Peggy Martinez, Art Morales, Frank Allen, Leslie Dierking, Joe Guarrera, and Uriel Macias. Assistant City Manager Person responded to comments made. The CONSENT CALENDAR consisting of Items II- A through II -J, were approved by motion of Consent Cal Board Member Stanford, seconded by Hardison and unanimously carried. Approved A. The Minutes of the regular meeting of November 22, 2004, were approved as written. Min Appvd A= 5 o B. The contract for land subdivision civil engineeringlsurveying services for the property located Boghossian at 275 W. Paramount Avenue was awarded to George G. Boghossian &Associates, Inc. in the Engineering amount of $11,500. Services C. Authorization was given for the sale of property located at 1 130 Canyon Heights (Neth Sale of Prop Reservoir) to Azusa Land Partners, LLC in the amount of $475,000. Azusa Land D. The purchase of two Ford Ranger Super Cab Mini Pickups was approved; formal bidding Purchase procedures were waived and the purchase was awarded to Folsom Lake Ford under California Ranger Trucks Multiple Award Schedule (CMAS) in the amount of $28,266.42, plus State Service charge of Folsom Lake $693.66. Ford E. The Interim Customer Information Services Agreement with City of Colton was approved. CIS agmt F. The purchase of a Ford 350 Pickup Truck with Service body was approved; formal bidding Pur PU truck procedures were waived and the purchase was awarded to Downtown Ford Sales under the Downtown California Multiple Award Schedule (CMAS) in the amount of $27,305.18. Ford Sales G. Approval was given for the Monrovia System Water Study. Mon Sys Wtr H. Authorization was given to engage EMA, Inc., through a Professional Service Agreement to Meter conduct a comprehensive meter strategy study in the amount not -to -exceed $49,632; and Strategy the Interim City Manager was given authority to execute the Agreement and approve a Study budget amendment in the amount of $49,700. The Transmission Control Agreement (TCA) among the California Independent System Transmission Operator (CAISO) and participating transmission owners (PTO) was approved and the Mayor Control Agmt was authorized to sign TCA. The contract to refurbish the existing electric utility service at 213 E. Foothill Boulevard was approved and awarded to RM Electric in the amount not -to -exceed $96,800. Special Call Items None. Scheduled Items Assistant Director of Customer Care and Solutions Vanca, addressed item regarding amending rules and regulation regarding Business Customer Prepayments and Revisions to the Residential Level Payment Plan stating that staff .proposes to continue requiring prepayment of new commercial/industrial accounts and that such prepayments be held until the customer closes the account. The prepayment will then be applied to the last payment rather than refunded after two years of consecutive good payment history due to the high volume of businesses that leave high unpaid bills. With regard to Revisions, she detailed the LLP -A and LLP -B which are options for customers to pay and proposed that LLP -B be eliminated as it adds unnecessary office burden and can be confusing when having to explain minor differences in two plans to customers. She then answered questions posed by Board Members regarding advertising of Light and Water Programs and at risk customers. She agreed that this Is a needed thing and will look into additional advertising. 01/24/05 PAGE TWO Refurbish Elec Svs RM Electric Spec Call Items None Sched Items K. Vanca Comments Re: Amend Schedule of Charges MM Board Member Stanford offered a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA. CALIFORNIA AMENDING THE Res. 05-C4 SCHEDULE OF CHARGES AND RULES AND REGULATIONS GOVERNING THE ELECTRIC AND Amend Sched WATER SERVICE SUPPLIED BY AZUSA LIGHT & WATER. Elec & Wtr Service Moved by Board Member Stanford, seconded by Board Member Hardison to waive further reading and adopt. Resolution passed and adopted by the following vote of the Board Members: AYES: BOARD MEMBERS: HARDISON, STANFORD, CHAGNON NOES: BOARD MEMBERS: NONE ABSENT: BOARD MEMBERS: ROCHA, MADRID Director of Recreation and Family Services Jacobs addressed item regarding Slauson Park Splashpad Splashpad Pool Amenity Funding Request providing background on Slauson Park and its history. Pool @ He presented the proposal for Splashpad Pool Amenity and detailed its functions; he then Slauson Pk answered questions posed by Board Members. It was then Moved by Board Member Stanford, seconded by Board Member Hardison and unanimously* carried to authorize contribution from Water Utility through budget amendment in the amount of $65,000 from Water Fund 32 balance. Director of Utilities Hsu addressed item regarding Request for Salary Adjustment for Assistant City Salary Adjust Manager stating that he requested that the item be placed on the agenda in an effort to expedite Assist City it, even though he realized it would go by the Personnel Board tomorrow; he apologized to Mgr anyone that may have been over stepped. He also talked about the many projects that the Assistant City Manager has been working on and the value he has to the organization. After Board Member comments, it was moved by Board Member Stanford, seconded by Chairperson Chagnon and unanimously* carried to approve salary adjustment for Assistant City Manager from $8,653.60 to $10,834.00 per month effective January 26, 2005, subject to approval by Azusa Personnel Board. City Attorney Ferre advised that if the Personnel Board votes no on this item the City Council can re -visit the issue, if they wish. Staff Rpts Updates Staff Reports/Communications City Yard Assistant Director of Electric Operations Ramirez provided an update on the City Yard Renovation Renovation Project, located at 1020 W. Tenth Street stating that the project began on November 30, 2004 Update and is scheduled to be completed by May 8, 2005. He provided the project schedule and answered questions posed by the Board Members regarding the question of work on week ends as they are listed in the Gantt chart. Systems & Assistant Director of Customer Care and Solutions Vanca provided an update on the Systems & Software Software Customer Information System stating that the project is still on schedule and they have Customer conducted an on-site review of Azusa's Business Requirements, reviewed Azusa's cashiering Information equipment, the Video Conferencing equipment was ordered by SBS, the NR specifications were System approved, the system hardware was reviewed, and Systems & Software continues with data mapping effort required for data conversion programming. Returned Assistant Director of Customer Care and Solutions Vanca provided an update on the issue Mail regarding large quantity of returned mail to L &W Customer Service. Staff have been in contact with US Post Office to try to find out its cause. Discussion was held regarding the issue. The Monthly Power Resources Report was provided and was self-explanatory. Monthly Power Resources 01/24/05 PAGE THREE Rpt Ya9 Assistant Director of Resource Management Tang provided a Special Presentation on Exit Fees. Asst Dir Res. He stated that the energy crisis of 2000-2001 caused the state large investment utility to run out Mngmt of money to buy power so the state of California had to step in to issue bonds to pay for Update exorbitant power costs and entered in many power contracts. At that time California had a hybrid Exit Fees retail market where some customers chose their electricity supplier, Direct Access Customers. Today there are about 15% of DAC. The question is who pays for the high cost power contracts and the state found that everyone should pay. The state policy established the concept of "exit fee" to assess state bond costs and above market price long term contract to customers remaining DA and CCA customers. Unfortunately the municipal utilities got caught in the exit fee crossfire and are also implicated in the exit fee issue for traditional municipal annexation or voluntarily switching to muni service. He stated that this is the implementation phase and will provide updates on a periodic basis. Director of Utilities Hsu announced the California Municipal Utilities Association to be held from CMUA 73`" March 2-4, 2005, in Coronado, California. Chairperson Chagnon and Board Member Stanford Annual advised that they would tentatively attend. Conference Directors' Comments Dir Cmts None. None Moved by Board Member Stanford, seconded by Chairperson Chagnon and unanimously* carried Recess to recess the Utility Board. TIME OF RECESS: 8:03 P.M. THE UTILITY BOARD RECONVENED AT 8:28 P.M. Closed Session It was consensus of the Board Members to recess to Closed Session to discuss the following: REAL PROPERTY NEGOTIATIONS (Gov. Code Sec. 54956.8) Property: 150 N. Azusa Avenue, Azusa CA 91702 City Negotiator: Robert Person, Assistant City Manager Negotiating Party EI Proyecto del Barrio Under Negotiation: Term and conditions of Lease Agreement for Azusa Health Clinic City Attorney Ferre advised that there was no reportable action taken in Closed Session. It was consensus of the Board Members to adjourn. TIME OF ADJOURNMENT: 8:40 P.M. SECRETARY NEXT RESOLUTION NO. 05 -CS. *Indicates Board Members Madrid and Rocha absent. 01/24/05 PAGE FOUR Reconvened Closed Sess Real Prop Neg 150 N. Azusa Azusa Health Clinic No Report Adjourn AZ rant x w�orUSA v 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 28, 2005 `` jj ��'' SUBJECT: NOTICE OF COMPLETION - CAPITAL IMPROVEMENT PROJECT WATER TREATMENT PLANT ENTRANCE AND FENCING IMPROVEMENTS RECOMMENDATION It is recommended that the Utility Board/City Council accept The Water Treatment Plant Entrance and Fencing Improvements Project, and direct the City Clerk's Office to execute the Notice of Completion and also have the same recorded at Office of the Los Angeles County Recorder. BACKGROUND The Water Division undertook a project to improve the entrance to the water treatment plant on Azusa -San Gabriel Canyon Road. The project involved installing decorative iron fencing on top of the new block wall on the south side of the plant property and installing a new security gate at the entrance to the Water Treatment Plant. FISCAL IMPACT The fiscal impact of approving Notice of Completion involves the payment to A-1 Fence Company, following the statutory 35 day waiting period, of $2,861.70 currently held by the City as retainage on this project. Prepared by: Chet F. Anderson, P.E., Assistant Director, Water Operations ME 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 28, 2005 SUBJECT: APPROVAL OF $15,000.00 AMENDMENT BLANKET PURCHASE ORDER TO HUNTER ELECTRIC SERVICE, INC. RECOMMENDATION It is recommended that the Utility Board/City Council authorize an amendment in the amount of $15,000.00 to the Blanket Purchase Order issued to Hunter Electric Service, Inc. for the fiscal year ending June 30, 2005. BACKGROUND Hunter Electric Service, Inc. is the Water Division's contract electrician who does electrical work on the Water Division's electrical equipment (mostly water production equipment) on an "as -needed" basis for the Water Division. Hunter Electric Service has furnished the labor, materials, equipment, etc. for our annual preventative maintenance and service calls for all Water Division's pumping facilities. During the first half of the fiscal year the Water Division has had to replace three soft start controllers due to equipment failure. Due to the material cost of replacing three soft start controllers, the Water Division will have a shortage in the blanket purchase order for the 2004/2005 fiscal year unless amended. FISCAL IMPACT Fiscal impact will be up to $15,000.00. Funds are available in the Water Division's well maintenance budget account number 32-40-722-711-6493. Prepared by: Chet F. Anderson, P.E., Assistant Director- Water Operations CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES m 1 DATE: FEBRUARY 28, 2005 SUBJECT: APPROVAL OF A LEASE OF CITY PROPERTY AT THE HECK RESERVOIR SITE ON SAN GABRIEL CANYON ROAD RECOMMENDATION It is recommended that the Utility Board/City Council approve of a lease to Verizon Wireless for a portion of property at the Canyon Filtration Plant Heck Reservoir site and authorize City Manager to sign execution agreement version as approved by City Attorney. BACKGROUND ALW Canyon Water Filtration Treatment Plant (WTP) sits on a large tract of property at the corner of San Gabriel Canyon Road and Azusa San Gabriel Canyon Road. Verizon Wireless (Verizon) has requested approval of a lease of approximately 250 square feet of WTP property near the Heck Reservoir at the northwest corner of the WTP property. Verizon has requested the lease so that they may install an unmanned telecommunications facility that will provide wireless service to, among others, the Mountain Cove (MC) subdivision in San Gabriel Canyon. To date, wireless reception in MC is difficult if not completely unavailable. The wireless antenna to be erected on the site has been approved by the Planning Department and will consist of a 52 foot high monopole disguised as a pine tree, and a walled in area containing switchgear and emergency generator. Verizon will also place three mature pine trees on the site at locations to be determined by ALW staff. The lease is for an initial term of ten years with automatic options to renew for two additional five year terms, with initial monthly payments of $1500 per month. FISCAL IMPACT This action will add rent payments of $1500 per month to the Water Fund for the first year with a 3% annual escalator for the future. Prepared by: Chet F, & 116 �v Anderson, P.E., Assistant Director- Water Operations 012 qmk AZUSA LIGHT L'NATIR 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 28, 2005 SUBJECT: AWARD OF CONTRACT FOR CONSULTANT DESIGN SERVICES FOR MEMBRANE TREATMENT UPGRADE AND EXPANSION OF THE CANYON FILTRATION PLANT RECOMMENDATION It is recommended that the Utility Board/City Council approve the award of contract for consultant design services for Membrane Treatment Upgrade and Expansion of the Canyon Filtration Plant to Black &Veatch Engineering. BACKGROUND Azusa Light & Water (ALW) currently owns and operates a nominal 10 Million Gallon per Day filtration plant near the mouth of San Gabriel Canyon in the City of Azusa. The plant, built in the 1960's, is currently limited by the Department of Health Services (DHS) to a maximum capacity of 7.5 MGD due to DHS' determination that the plant pretreatment facilities are undersized. ALW's Year 2000 Water System Master Plan Update contained a Preliminary Water Treatment Plant Assessment with recommendations for improvements to bring the Canyon Water Treatment Plant into conformance with existing and pending regulations necessary to increase its rated output to 12 MGD (16MGD future). ALW solicited proposals from experienced civil engineering consultants to design the improvements to the filtration plant. Four proposals were submitted, and a consultant was selected by a panel of five (four ALW employees, one consultant engineer) following presentations by all four consultants. Separate fee proposals were submitted by the four consultants in sealed envelopes which were opened after the winning consultant was chosen. The fee estimates contain fees for two Alternatives, A and B, based upon either retrofitting the existing filter buildings (A) or constructing a new filter building (B). Two consultants submitted separate prices for Alternatives A and B, and two consultants submitted a single price which is applicable to both alternatives. In order of selection ranking, the consultants and fees are: Black & Veatch, $1,300,000; Kennedy -Jenks Consultants, $1,694,000 (A) & $1,575,000 (B); Carollo Engineers, $987,101 (A) & $748,846 (B); and PBS&J, $1,817,000. d'13 FISCAL IMPACT The fiscal impact of this consulting contract is $1,300,000 to be funded through $800,000 in 2005 CIP funds approved by the Utility Board/ City Council and $500,000 in additional funding to be budgeted in Fiscal Year 2005-2006. Construction costs for this project as estimated will exceed $10 million which would have to be funded by long-term debt financing. This will occur when engineering designs are completed in early 2006. Prepared by: Chet Anderson, Assistant Director - Water Operations aA :Tvr-- F AZUSAtIGHT CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES,�e/ T� DATE: FEBRUARY 28, 2005 SUBJECT: APPROVAL TO BID PROJECT W-196, REPLACEMENT OF 5100 LINEAR FEET OF 12 -INCH DISTRIBUTION MAIN IN FIFTH ST. IN AZUSA RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve the Advertisement for Bids for Water Project W-196, Replacement of 5100 Linear Feet of 12 -inch Distribution Main in Fifth St. BACKGROUND The Water Division has an aggressive program of replacing water mains that are experiencing problems with leaks and that are, for various reasons, experiencing flow and pressure problems. The main to be replaced in this project has both leak problems requiring constant repair and delivers less. flow than is optimal for current residential area standards. Also, the main to be replaced is in a street designated by Public Works as a street to be resurfaced next year. This project will allow the Water Division to lessen the probability of leaks within the newly paved street. FISCAL IMPACT Approval to let this project out to bid has a minimal fiscal Impact for the cost of duplication and handling of bid packages. Fiscal impact of the project will be discussed in detail when the low bid contractor has been determined, and the Board is asked to approve a contract for the project with that contractor. Prepared by: Chet Anderson, Assistant Director --Water Operations 015 Wzwmq`� MA CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIE— � DATE: FERUARY 28, 2005 SUBJECT: APPROVAL OF BUDGET AMENDMENT FOR A PROFESSIONAL SERVICES CONTRACT WITH WREN & ASSOCIATES TO PERFORM INSPECTION SERVICES ON PROJECT W-194 CYPRESS WATERLINE RECOMMENDATION It is recommended that the Utility Board/City Council approve a budget amendment in the amount of $32,000 from water fund 32 reserves for Wren & Associates' inspection services on Project W-194 which was approved by the Utility Board on October 25, 2005. BACKGROUND Construction on Project W-194, Cypress Street Water Main Replacement Project, has been bid and will require inspection. Wren & Associate has done past projects for the Water Division, and at $55 per hour is more cost effective than other consultants that the Water Division has asked for prices. For comparison: Civiltec, $67/hour; Psomas, $75/hour; and SA Associates, $67/hour. This contract was approved by the Utility Board at the regular meeting held October 25, 2005. It is being resubmitted because the original approval omitted reference to a specific funding source. FISCAL IMPACT The fiscal impact of this inspection services contract is $32,000. This amount is to be funded through capital improvement account number 32-80-000-721-7145/72105B-7145 after budget amendment from water fund 32 reserves. Prepared by: Chet F. Anderson, Assistant Director- Water Operations Mon" CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIEI/� DATE: FEBRUARY 28, 2005 SUBJECT: APPROVAL OF A QUITCLAIM OF UTILITY EASEMENT ON LOTS 1 THROUGH 7 OF BLOCK 37 (SAV -ON FURNITURE SITE), AZUSA RECOMMENDATION It is recommended that the Utility Board/City Council authorize the Utility Director to sign a quitclaim of easement for Parcel No. 8611-004-034. BACKGROUND The owner of Parcel No. 8611-004-034 has requested that the City of Azusa relinquish a utility easement on what is now the Sav-On Furniture Store site located at the southwest corner of Foothill Boulevard and Azusa Avenue. The site originally consisted of Lots 1 through 7 of Block 37 of the Map of Azusa, and, in 1943, the easement was granted across lots 4, 5, 6, and 7 so that the City could provide water service to Lots 3, 4, 5, and 6. Subsequent to 1943, Lots 1 through 7 were merged into a single lot, probably extinguishing the easement at the time of the merger. However, First American Title has identified the easement as an encumbrance to the property that must be relinquished to facilitate the sale of the property. This Quitclaim will relieve the encumbrance. FISCAL IMPACT This action has no fiscal impact. Prepared by: Chet F. Anderson, P.E., Assistant Director- Water Operations N} , RECORDING REQUESTED BY: First American Title Company 2 First American Way Santa Ana, CA 92707 Escrow and Order No. OSA-1726116 WHEN RECORDED MAIL TO: Redevelopment Agency of the City of Azusa Attn: Executive Director 213 East Foothill Boulevard Azusa, CA 91702 Easement Portion APN 8611-004-034 Exempt from Recording Fees per Govt. Code §27383 Exempt from Documentary Transfer Tax per California Revision & Tax Code 11922 QUITCLAIM OF EASEMENT CITY OF AZUSA LIGHT & WATER, a municipal utility owned and operated by the City of Azusa ("Grantee"), as successor in interest to CITY OF AZUSA, a Municipal Corporation and body politic ("City") hereby remises, releases and forever quitclaims to REDEVELOPMENT AGENCY OF THE CITY OF AZUSA, a public body, corporate and politic all interest and easement rights in that certain real property located in the City of Azusa, County of Los Angeles, State of California more fully described in EXHIBIT A attached hereto and incorporated herein by reference granted to the City and accepted by City in that certain Resolution No. 1806 of the City Council of the City of Azusa and grant of easement recorded September 16, 1943 as Document No. 20236, Page 228, in Official Records of Los Angeles County, California. Dated: CITY OF AZUSA LIGHT & WATER, a municipal utility owned and operated by the CITY OF AZUSA, a Municipal Corporation and body politic, as successor By: Name: Joseph F. Hsu Its: Interim Executive Director RVPUB\ISG\688791.2 018 EXHIBIT A TO QUITCLAIM DEED Legal Description of Property [Easement — Portion APN 8611-004-0341 BEGINNING AT THE POINT IN THE WESTERLY LINE OF LOT SEVEN (7) BLOCK THIRTYSEVEN (37) OF A MAP OF AZUSA AS RECORDED IN MISCELLANEOUS RECORDS, BOOK FIFTEEN (15) AT PAGES 93 TO 95, BOTH INCLUSIVE, RECORDS OF LOS ANGELES COUNTY, CALIFORNIA, WHICH POINT IS NINETY THREE (93) FEET SOUTHERLY OF THE NORTHWESTERLY CORNER OF SAID LOT SEVEN; THENCE EAST ALONG A LINE, WHICH LINE IS NINETY THREE (93) FEET SOUTHERLY OF AND PARALLEL WITH THE SOUTHERLY LINE OF FOOTHILL BOULEVARD, ACROSS LOTS FOUR (4), FIVE (5), AND SIX (6) AND SEVEN (7) OF THE AFORESAID BLOCK THIRTYSEVEN, EIGHTY (80) FEET TO A POINT IN THE EASTERLY LINE OF THE AFORESAID LOT FOUR (4), THENCE SOUTHERLY ALONG THE EAST LINE OF SAID LOT FOUR (4), SIX (6) FEET TO A POINT; THENCE WESTERLY ALONG A LINE, WHICH LINE IS NINETYNINE (99) FEET SOUTHERLY OF AND PARALLEL WITH THE AFORESAID SOUTHERLY LINE OF FOOTHILL BOULEVARD, ACROSS SAID LOTS, FOUR (4), FIVE (5), SIX (6) AND SEVEN (7), EIGHTY FEET TO A POINT IN THE WESTERLY LINE OF THE AFORESAID LOT SEVEN; THENCE NORTHERLY ALONG THE WESTERLY LINE OF SAID LOT SEVEN, SIX (6) FEET TO THE POINT OF BEGINNING. fl ue RVPUB\1SG\688791.2 NOTARY ACKNOWLEDGMENT (California All -Purpose Acknowledgment) STATE OF CALIFORNIA ) ) ss. COUNTY OF ) On 2005, before me, the undersigned notary public, personally appeared , ❑ personally known to me OR ❑ proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. Signature of Notary Public ATTACHED TO: QUITCLAIM OF EASEMENT 020 RVPUH\ISG\688791.2 REDEVELOPMENT AGENCY OF THE CITY OF AZUSA CERTIFICATE OF ACCEPTANCE OF QUITCLAIM DEED This Certificate of Acceptance pertains to the interest in certain real property conveyed by the Quitclaim of Easement to which this Certificate of Acceptance is attached, dated from: CITY OF AZUSA LIGHT & WATER, a municipal utility owned and operated by the CITY OF AZUSA, a Municipal Corporation and body politic, as successor ("City") to: REDEVELOPMENT AGENCY OF THE CITY OF AZUSA, a public body, corporate and politic ("Grantee") Said Quitclaim of Easement is hereby accepted by the undersigned officer on behalf of the Grantee pursuant to authority conferred by the Grantee's governing board, and Grantee hereby consents to recordation of said Quitclaim of Easement. Dated: ATTEST: Agency Secretary REDEVELOPMENT AGENCY OF THE CITY OF AZUSA, a public body, corporate and politic 1.2 Joseph F. Hsu Interim Executive Director 1 RVPUB\ISG\688791.2 Z7I 0 AZUSA r.u� a IC A 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 28, 2005 SUBJECT: MEMORANDUM OF UNDERSTANDING WITH ATHENS SERVICES REGARDING SERVICES TO AZUSA LAND PARTNERS' PROPERTY RECOMMENDATION It is recommended that the Utility Board/City Council approve Memorandum of Understanding with Athens Services to authorize direct hauling of waste from Azusa Land Partner's Property (Monrovia Nursery Development) to Puente Hills Landfill. BACKGROUND In October 2000, the City entered into a long term contract with Athens Services, which requires Athens to haul all municipal solid waste collected in Azusa to Athens' material recovery facility (MRF) located in the City of Industry. The purpose of this requirement was to maximize the amount of recyclables that could be extracted from the waste stream in order to reach the 50% waste diversion rate specified by the State pursuant to AB 939. The current MRF rate is $51.56 per ton, and makes up a significant portion of the total rate paid by rate payers. In performing grading and excavation work at Monrovia Nursery, Azusa Land Partners is having to screen approximately 160,000 cubic yards of inert materials, mostly dirt and rubble, for plastics and other debris mixed in with the inert materials. The materials being screened out have been inspected by Athens and found not to be recyclable. No methane or volatile organic compounds (VOCs) have been found on site. Sifting out the broken plastics and direct hauling this debris to a landfill has been deemed appropriate. "Direct hauling to a landfill," however, is not permitted in our current contract with Athens Services. 022 In order to reduce disposal costs to Azusa Land Partners, Athens has offered to haul the debris directly to the Puente Hills landfill and charge Azusa Land Partners the prevailing landfill rate, which is currently $22.65 per ton. The collection service fee and franchise fee would remain in effect and be equivalent to rates in the contract for roll off containers, which are currently $195.82 per pull, plus a 10% franchise fee. ,Azusa Light R Water staff has contacted the State due to concerns about the effect the added tonnage would have on the City's waste diversion rate. At this point, we have been told to keep track of the tonnage separately from the rest of the waste hauled by Athens, and so Athens has set up a separate reporting procedure for this purpose. FISCAL IMPACT This action will result in significantly reduced disposal charges to Azusa Land Partners. However, overall, the project will result in added franchise fee revenue to the City. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities MOU w-Athens.doc 023 MEMORANDUM OF UNDERSTANDING RELATING TO SOLID WASTE COLLECTION SERVICES PROVIDED TO AZUSA LAND PARTNERS' PROPERTY between THE CITY OF AZUSA a California municipal corporation AND ARAKELIAN ENTERPRISES, INCORPORATED, a California corporation, DBA, ATHENS SERVICES FEBRUARY 28, 2005 024 MEMORANDUM OF UNDERSTANDING 1. PARTIES AND DATE. This Memorandum of Understanding Relating to Solid Waste Collection Services ("MOU") is made this 28th day of February, 2005 ("Effective Date"), between the City of Azusa, a California municipal corporation, and the Arakelian Enterprises, Incorporated, a California corporation doing business as Athens Services ("Contractor"), referred to collectively as "Parties" throughout this MOU. 2. RECITALS. WHEREAS, City and Contractor entered into a contract on October 2, 2000, for purposes of collecting solid waste from the residents and businesses in Azusa; and WHEREAS, the existing contract between the Parties requires the Contractor to haul all waste it collects in Azusa to Contractor's material recover facility located in the City of Industry; and WHEREAS, Azusa Land Partners is conducting excavation and grading activity on property formerly known as the Monrovia Nursery Property; and WHEREAS, excavation and grading activities by Azusa Land Partners has resulted in debris being generated that is not recyclable and must be hauled to a permitted landfill; and WHEREAS, the Parties agree that the best and most cost effective way to serve Azusa Land Partners is to have the debris hauled directly to the landfill. NOW, THEREFORE, the Parties adopt this Memorandum of Understanding outlining their points of agreement: 3. Points of Agreement. 3.1. Debris and Direct Haulin¢. Provided Contractor is requested to provide service to Azusa Land Partners for hauling of debris resulting from excavation and grading activities on the site formerly known in Azusa as "Monrovia Nursery," Contractor may use an "End Dump" truck to provide service, and may transport said debris directly to the Puente Hills landfill or other similarly permitted facility. 3.2. Charges for Service. Contractor shall be subject to all applicable fees, charges, terms and conditions of contract with the City which is entitled "Amended and Restated Franchise Agreement Between the City of Azusa and Arakelian Enterprises, Inc. For Refuse Collection, Recycling, and Disposal 025 MOU-City of Azusa and Athens Services Page 1 of 4 February 28, 2005 Services," which is dated October 2, 2000. Contractor shall impose charges to Azusa Land Partners for End Dump services at the same rate as the Service Fee specified in Exhibit A of said contract for roll off service, plus actual landfill tipping fees and applicable City franchise fee as applied to Service Fee only. 3.3. Reporting. Contractor shall track tonnage disposed of from Azusa Land Partners' property separately from the other solid waste collected in Azusa, and shall report the tonnage collected each month on Contractor's monthly report submitted to the City pursuant to section 4.7 of existing contract between the Parties. 3.4 Effective Date. The term of this MOU shall expire on the date which is three years from the date of the full execution of this MOU by both Parties, unless mutually agreed upon by both Parties by way of an amendment to this MOU. The provisions included in Sections 3.2 and 3.3 shall be effective for services rendered by Contractor to Azusa Land Partners prior to the full execution of this MOU by both Parties. MOU-City of Azusa and Athens Services Page 2 of 4 February 28, 2005 026 4. Execution of MOU IN WITNESS WHEREOF, the parties have executed this MOU of the date first set out herein. Date: CITY OF AZUSA A Municipal Corporation Cristina Cruz -Madrid, Mayor ATTEST: Vera Mendoza, City Clerk APPROVED AS TO FORM: Best Best & Krieger, LLP City Attorney Date: ARAKELIAN ENTERPRISES, INC. d.b.a. ATHENS SERVICES 027 MOU-City of Azusa and Athens Services Page 3 of 4 February 28, 2005 iV0" CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIESrIA DATE: FEBRUARY 28, 2005 9 SUBJECT: BRIDGE LOAN TO GENERAL FUND TO PAY FOR FY 04-05 SALARY ADJUSTMENT RECOMMENDATION It is recommended that the Utility Board/City Council approve by resolution a loan from Water Utility Fund Balance to General Fund in the amount of $130,000 for the current fiscal year's salary adjustment to General Fund employees including part-time employees, but excluding employees who are members of Azusa Police Officers Association (APOA). BACKGROUND Labor contracts with various bargaining groups of the City employees expired July 31, 2004. Negotiations were conducted prior to the expiration of the contracts, but only two contracts were settled so far, namely, the contracts with APOA and International Brotherhood of Electrical Workers (IBEW) for one year. Staff proposed and the City Council approved to offer the remaining bargaining groups, and to those employees not represented, including executive management employees and part- time employees, a 1.8% salary adjustment for the current fiscal year; and carryover the contracts for these bargaining groups without any other changes for one year, or until July 31, 2005. It was further proposed, and the City Council approved, that the amount required to fund 1.8% for General Fund employees to be borrowed from one of the enterprise funds (Electric or Water), with repayment to be made from Vehicle License Fee refunds from the State in fiscal year 2007-2008. 012$ Page 2 — Bridge Loan from Water Fund to General Fund Finance Department shall determine the amount expended to fund the 1.8% adjustment at the end of this fiscal year, and record it in the annual financial statements accordingly. FISCAL IMPACT Total fiscal impact is estimated to be $130,000 on fund 32. Prepared by: J. Hsu L Reso Bridge Loan.doc 029 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, AUTHORIZING A BRIDGE LOAN FROM THE WATER FUND IN AMOUNT OF $130,000 TO CITY OF AZUSA GENERAL FUND. WHEREAS, the State of California has diverted Vehicle License Fee revenues from cities throughout California to help pay for State budget obligations; and WHEREAS, these diverted funds along with other revenue takeaways by the State have impacted the City of Azusa's ability to pay for labor cost increases associated with meeting service level demands of Azusa residents and businesses; and WHEREAS, the City Council of the City of Azusa has determined that a 1.8 percent increase for various City employees is justified and equitable considering compensation received by employees in other cities and cost of living increases; and WHEREAS, adequate reserves are on hand to pay for this 1.8 percent cost of living adjustment in the Water Utility fund 32; and WHEREAS, the City of Azusa anticipates that augmentation of Vehicle License Fee revenue will be adequate to repay the Water Utility fund 32 beginning in fiscal year 2007-2008. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF AZUSA, DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. That staff is authorized to make an interfund transfer in the amount of $130,000 from Water Fund 32 to the General Fund 10 in order to pay for the 1.8 percent increase to various employee groups. SECTION 2. That thee amount transferred shall be considered an interest free loan from the Water Utility to the City General Fund, and shall be repaid in full during fiscal year 2007-2008. SECTION 3. That the Finance Department is hereby directed to make an estimate by June 30, 2005, of the full cost of the 1.8 percent increase and to enter that amount into the year end financial statements accordingly. SECTION 4. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED THIS 28th day of February, 2005. Cristina C. Madrid, Mayor 030 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 28th day of February, 2005. AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza, City Clerk 031 f AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES , DATE: FEBRUARY 28, 2005 SUBJECT: AUTHORIZATION TO PROCURE SAN JUAN OUTAGE INSURANCE COVERAGE RECOMMENDATION It is recommended that the Utility Board authorize the staff to procure an outage insurance coverage from XL Capital/Indian Harbor Insurance Company for San Juan Unit 3 for the coverage period commencing July 1, 2005 through June 30, 2006. BACKGROUND: The City's San Juan unit 3 is the single largest resource in City's resource portfolio providing up to 75% of City's annual electric energy requirement. The operational availability of San Juan unit 3 and the cost of replacement power when the unit is not available due to forced outages could have significant adverse impacts to the electric utility's finances. Customarily, staff assumes for budget purposes that the unit would have an availability factor of no less than 80% and a cost for the replacement power at $50/MWh, resulting in a budgeted San Juan replacement power cost of about $2,600,000. However, if the unit availability turns out to be lower than 80% and/or spot market prices turn out to be significantly higher than $50/MWh, then the cost of replacement energy might turn out significantly higher than the budgeted amount causing adverse impacts to electric utility's finances. It is against this backdrop that staff has evaluated San Juan outage insurance coverage to mitigate such potential adverse financial impacts. The City purchased an insurance policy for the period of July 1, 2004 through June 30 at a cost of $230,000. What Does Outage Insurance Coverage Do: Typically, the insurance coverage has the following components: 1. A strike price for replacement power in $/MWh 2. A deductible amount in $ 3. A maximum coverage limit in $ 4. A premium payment in $ 032 The following example illustrates how the insurance coverage would work: Assume the insurance coverage has the following structure: 1. Strike price = $30/MWh 2. Deductible amount = $1,000,000/year 3. Maximum coverage limit = $4,000,000 4. Premium payment= $175,000 Further assumes that San Juan unit is unavailable for 25% of the time during a year and the cost of replacement power is $60/MWh, thus the cost of replacement power. above the strike price is 30 MW x 8,760 hours x 0.25 x ($60 - $30) = $1,971,000. Therefore, the insurer would pay the City $971,000 ($1,971,000 less deductible of $1,000,000) for cost of replacement power for San Juan outages. The benefits of the insurance coverage are: 1. It reduces the cost of replacement power in a high spot market price environment. 2. It significantly reduces, but not completely eliminates the adverse financial impacts if unit availability turns out to be lower than budgeted amount and spot market price for replacement power turns out to be substantially higher than the budgeted amount. In an extremely adverse scenario, i.e., very high unavailability factor of the unit and very high spot market prices, the insurance coverage significantly reduces the possibility of cash flow problems to the electric utility. Thus, staff recommends the continued procurement of San Juan outage insurance coverage along the parameters specified above given the benefits of such outage insurance coverage in protecting the electric utility against severe financial dislocations that might result due to San Juan unit operational issues and/or severe spot market price run -ups. FISCAL IMPACT Said insurance coverage will cost about $175,000 for the coverage period of July 1, 2005 through June 30, 2006. Funds remain available in FY 04-05 Electric Capacity and Energy Account to pay for the purchase of said insurance coverage. Prepared by: Bob Tang, Assistant Director of Resource Management s� Price Quote -Outage ProtedionAs 033 ]VA&FINANCIAL City of Azusa Proprietary and WWEATHER & ENERGY Indicative Price Quote Confidential Date: January 24, 2005 Contacts: Bob Tang Phone: 626-812-5214 Email: btang@ci.azusa.ca.us Jon Cassity Phone: 913-253-8426 Email: jon.cassity@xlgroup.com Product: Forced Outages and Derations, NERC Cause Codes SF, Ul, U2, U3 and Dl, D2, D3 Covered Period: July 1, 2005 - June 30, 2006, excluding the month of April 2006 (11 months total) Schedule: 7x24 including NERC Holidays Covered Unit: San Juan Unit #3 located near Watertlow, NM Covered MWs: Up to 30 MWs determined on a pro -rata basis Power Price Index: For any On -Peak Hour, the lesser of (i) the Dow -Jones Electricity Price Index for "on -peak" firm energy delivered to Palo Verde, or (ii) $2501MWh. For any Off -Peak Hour on a Delivery Day that is not a Sunday or NERC Holiday, the lesser of (i) the Dow - Jones Electricity Price Index for "off-peak" firm energy delivered to Palo Verde, or (it) $250/MWh. For any Off -Peak Hour on a Delivery Day that is a Sunday or NERC Holiday, the lesser of (i) the Dow - Jones Electricity Price Index for "24 hour" firm energy delivered to Palo Verde, or (it) $250/MWh. Strike Price: $30/MWh Settlement Calculation: Hourly - Defined as the day's Power Price Index for a given hour less the Strike Price times the MW covered in that hour Settlement Process: - Financial Settlement Settlement performed on a look -back basis with proper notification - Coverage initiates one hour following an event Event Duration Limit: 120 Consecutive Calendar Days per Event MW Deductible: 0 MW Annual Limit: $4,000,000 $ Deductible: $1,000,000 Premium: $175,000 -$/MWh: $0.50 The terms set forth above are non-binding and are for discussion purposes only. Execution of any transaction is subject to, among other things, customary legal and credit approvals and the execution of mutually acceptable documentation. Neither XL Weather & Energy Inc. nor its affiliates is providing tax, accounting or legal advice; you should rely on your own tax, accounting and legal advisors. 034 2/23/2005 8:12 AM 1 1-24 SJ3 Quote ALUSA I- C.' L L'LI kk AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES,/ , � A DATE: FEBRUARY 28, 2005 N� SUBJECT: APPROVAL OF SCHEDULING SERVICES AGREEMENT BETWEEN THE CITY AND SALT RIVER PROJECT RECOMMENDATION It is recommended that the Utility Board/City Council approve the Scheduling Services Agreement between the City and Salt River Project (SRP) and authorize the Mayor to execute the agreement upon the preparation of the execution copy. BACKGROUND Since the inception of California electric industry deregulation, the City has operated independently to schedule electric power with the California Independent System Operator (CAISO) and other wholesale market participants on a 24-hour a day, seven-day a week basis. The City has consistently outsourced the after -the -hour power scheduling services to a third party. SRP has been providing these services to the City since July, 1999, under a four-year contract and later extended for additional two years. The extended contract will terminate on its own terms on June 30 of this year. SRP has provided consistent and cost-effective services throughout this period of time. Staff has concluded that the outsourcing of this service will continue to be the most cost- effective way to serve our after -the -hour power scheduling needs at this time versus other alternatives. Other alternatives considered include among others, the establishment of a 24- hour office of our own, which will most likely entail hiring of at a minimum of four new staff members to cover weekday off -hours and weekends, at an approximate costs of $500,000+ per year. Other outsourcing alternatives were also considered: the City of Riverside ($300,000+) and Northern California Power Agency ($200,000+). The service from SRP is $2,225 per month. SRP has agreed to provide the same service for two years commencing July 1, 2005 through June 30, 2007 at the service charge of $2,225/month, an increase of mere $125/month from the current monthly charge. SRP's alternative is by far the most cost effective and superior option. 035 FISCAL IMPACT The cost for the services from SRP is $26,700 per year. Funds will be budgeted to pay for this service in the incoming fiscal years. Prepared by: Bob Tang, Assistant Director of Resource Management In SSA w -Salt River.doc "DRAFT" SCHEDULING SERVICES AGREEMENT Rla lr goo CITY OF AZUSA, CALIFORNIA SALT RIVER PROJECT AGRICULTURAL IMPROVEMENT AND POWER DISTRICT 037 TABLE OF CONTENTS SECTION TITLE PAGE 1. PARTIES 1 2. RECITALS 1 3. AGREEMENT 1 4. DEFINITIONS 1 5. TERM AND TERMINATION 2 6. SCHEDULING SERVICES 2 7. BILLING AND PAYMENT 3 8. AUTHORIZED REPRESENTATIVES 3 9. CONFIDENTIALITY 4 10. UNCONTROLLABLE FORCES 4 11. WAIVERS 4 12. NOTICES 5 13. TRANSFER OF INTEREST IN AGREEMENT 5 14. SEVERABILITY 5 15. NO DEDICATION OF FACILITIES 5 16. THIRD PARTY BENEFICIARIES 5 17. EVENTS OF DEFAULT AND TERMINATION 6 18. LIABILITY 7 19. INDEMNIFICATION AND RELEASE 7 20. OTHER AGREEMENTS 7 21. GOVERNING LAW AND VENUE 7 06/12/03 ii 038 ME 22. JUDGEMENTS AND DETERMINATIONS 7 23. COMPLETE AGREEMENT 24. APPROVALS Wth91 1:CY.9 EXHIBIT "A" OFFICIAL TITLES AND MAILING ADDRESSES OF THE PARTIES 9 .t■II: : I I� : � � :`i.`]�.T.3�7■��••I�I7T��y101.�s17 06/12/03 iii 039 SCHEDULING SERVICES AGREEMENT BETWEEN CITY OF AZUSA, CALIFORNIA AND SALT RIVER PROJECT AGRICULTURAL IMPROVEMENT AND POWER DISTRICT 1. PARTIES: The Parties to this Scheduling Services Agreement (hereinafter referred to as "Agreement") are the City of Azusa ("City"), a municipal corporation of the State of California, and the Salt River Project Agricultural Improvement and Power District ("SRP"), an agricultural improvement and power district organized and existing under the laws of the State of Arizona. SRP and the City are hereinafter sometimes referred to individually as "Party" and collectively as "Parties." 2. RECITALS: 2.1 The City is engaged in the purchase, sale and transmission of electric power and energy in the Southwestern United States and distribution of electric power and energy in the State of California. The City is a certified Scheduling Coordinator and can conduct business with the California Independent System Operator. 2.2 SRP is engaged in the generation of electric power and energy in the States of Arizona, Colorado, Nevada and New Mexico, and the transmission and distribution of electric power and energy in the State of Arizona. 2.3 The City desires to purchase and SRP desires to sell Scheduling Services. Accordingly, this agreement sets forth the terms and conditions to implement scheduling services contained herein.. 3. AGREEMENT: In consideration of the mutual covenants and promises herein set forth, the parties agree as follows: 4. DEFINITIONS: The following terms, when used herein with initial capitalization, whether in the singular or in the plural, shall have the meanings specified: 4.1 Authorized Representatives: A person designated by a Party pursuant to Section 8 of this Agreement. 06/12/03 1 040 4.2 Scheduling Services: Services provided to the City by SRP as described in Section 6. 4.3 Uncontrollable Force: Defined in Section 13. 5. TERM AND TERMINATION: This Agreement shall become effective on July 1, 200528&3 and shall continue in force and effect until terminated by either Party, for any reason, by providing at least sixty (60) days prior written notice thereof to the other Party. If not terminated earlier by either Party, this Agreement shall expire on June 30, 20072893. 6. SCHEDULING SERVICES: SRP shall provide to the City the following services: 6.1 Services include monitoring the City's wholesale transactions during the hours other than 6:OOa.m. to S:OOp.m. Pacific Prevailing Time Monday through Thursday excluding City holidays. For the time period specified in Section 6.1 SRP shall provide: 6.2 daily telephone verification of the City's pre -scheduled transactions with deliveries 6.3 real-time monitoring and adjustment of pre -schedules in the event the City's resources become unavailable due to real-time transmission curtailment and/or forced generation outages 6.4 reporting of operation exceptions to the City daily. For the services provided SRP shall bill and the City shall pay a fee of $2,225.00$24" per month during the term. In order to receive the services set forth in this Section 6, the City must submit its pre -schedule to SRP not later than pre -scheduling deadline of 3:OOpm Pacific Prevailing Time before the next delivery day, unless otherwise agreed to by SRP and the City. The City acknowledges and agrees that SRP is not required to pre - schedule any of the City's transactions. The City acknowledges and agrees that SRP, in its sole and reasonably exercised discretion, may determine whether, to what extent, or under what conditions it will provide the services set forth in this Section 6 without any liability. The City acknowledges and agrees that the services set forth in this Section 6 may be curtailed under certain conditions or circumstances, the existence of which shall be determined by SRP, in its sole and reasonably exercised discretion. 06/12/03 2 041, 2 El 6 7 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 a BILLING AND PAYMENT: 7.1 The accounting and billing period for this Agreement shall be one (1) month. Bills sent and any correspondence relating to billing inquiries shall be sent to the appropriate billing address specified in Exhibit `B" attached hereto and hereby made a part of this Agreement. The addresses or addressees in Exhibit `B" may be changed at any time by ten (10) days' written notice to the other Party given in the same manner as provided in 15.1 for other notices. 7.2 SRP shall invoice the City for scheduling services rendered as soon as practicable after the first of the month following the month in which services were provided. 7.3 The City shall pay SRP the amount billed within twenty (20) calendar days after the date of the postmark of the bill. If the due date falls on a weekend day or holiday, the bill shall be due on the next Business Day. Payment shall be made by wire transfer to a bank selected by SRP or by any other method which provides immediately available funds on the date payment is due. Bills not paid in full when due shall thereafter bear an interest charge accrued at the prime rate of interest (as established by the Bank of America or its successor on the last Business Day of the month for which the bill was submitted) plus 2 per cent per annum or the maximum interest rate allowable under the law, whichever is less, prorated daily from the date due to the date of payment. AUTHORIZED REPRESENTATIVES: As a means of securing effective and timely cooperation hereunder and as a means of dealing on a prompt and orderly basis with various problems which may arise in connection with system coordination and operation hereunder, the Parties shall each appoint an Authorized Representative and an alternate to act in the absence of the Authorized Representative. 8.1 The responsibilities of the Authorized Representatives are as follows: 06/12/03 8.1.1 To establish, review, approve, and/or modify procedures and standard practices, consistent with the provisions hereof, for the guidance of traders or power schedulers as to matters affecting transactions hereunder. 8.1.2 To establish, review, approve, and/or modify any scheduling procedures required in connection with transactions hereunder. 8.1.3 To do such other things and carry out such duties as specifically required or authorized by this Agreement; provided, however, that the Authorized Representatives shall have no authority to amend or modify this Agreement. 042 rd 6 7 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 8.2 Each Party shall give written notice to the other Party of the name of its designated Authorized Representative and alternate Authorized Representative within thirty (30) days after the date of execution of this agreement. Notice of any change of Authorized Representative or alternate Authorized Representative shall be given by written notice to the other Party. Each Party's designated Authorized Representative shall be authorized to act on behalf of such Party with respect to those responsibilities provided herein. 9. CONFIDENTIALITY: Provisions of this Agreement are strictly confidential between the Parties and shall not be disclosed, except as required by law, without the prior written consent of the other Party. Further, any information, methodology, data, programs and software provided in support of transactions hereunder and designated as "Confidential" by the providing Party is/are hereby acknowledged by the receiving Party to be proprietary and/or confidential to the providing Party and shall not be used, given, sold, transmitted, transferred, disclosed or communicated by the receiving Party without the written consent of the providing Party. Unless otherwise provided in writing by the Party electing the "Confidential" designation pursuant to this Section, such confidentiality shall survive termination of this Agreement and its affiliated documents for a period of two (2) years. 10. UNCONTROLLABLE FORCES: Neither Party shall be considered to be in breach of this Agreement to the extent that a failure to perform its obligations under this Agreement shall be due to an Uncontrollable Force. The term "Uncontrollable Force" means any cause beyond the control of the Party affected, including but not restricted to flood, drought, earthquake, storm, fire, lighting, epidemic, war, riot, civil disturbance or disobedience, labor dispute, labor or material shortage, sabotage, change in applicable law or regulations, restraint by court order or public authority, and action or nonaction by, or failure to obtain the necessary authorizations or approvals from, any governmental agency or authority which by exercise of due diligence such Party could not reasonably have been expected to avoid and to the extent which by exercise of due diligence it has been unable to overcome. Nothing contained herein shall be construed to require a Party to settle any strike or labor dispute in which it may be involved. Either Party rendered unable to fulfill any of its obligations by reason of an Uncontrollable Force shall give prompt notice of such fact to the other Party and shall exercise due diligence to remove such inability within a reasonable time period. If oral notice is provided, it shall be promptly followed by written notice. 11. WAIVERS: Any waiver at any time by any Party of its rights with respect to a default hereunder, or any other matter hereunder, shall not be deemed a waiver with respect to any subsequent default of the same or any other matter. 06/12/03 0 043 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 12. 13 14. 15 16. NOTICES: 12.1 Any formal notice, demand or request provided for in this Agreement shall be in writing and shall be properly served, given or made if delivered in person, or sent by either registered, overnight or certified mail, postage prepaid, or overnight delivery service, to the persons specified in Exhibit "A" attached hereto and made a part of this Agreement. Such notice may also be made by facsimile, provided a hard copy is sent immediately by U.S. mail or overnight delivery. 12.2 The designation of any person specified in Exhibit "A" or Exhibit `B", or the address of any such person, may be changed at any time by giving written notice in the same manner as provided in Section 14.3 for other notices. 12.3 Notices and requests of a routine nature applicable to delivery or receipt of power or energy or operation of facilities shall be given in such a manner as the Authorized Representatives from time to time shall prescribe. TRANSFER OF INTEREST IN AGREEMENT: No voluntary transfer of this Agreement or the rights or obligations of either Party under this Agreement shall be made without the written consent and approval of the other Party. SEVERABILITY: In the event that any of the terms, covenants or conditions of this Agreement or the application of any such term, covenant or condition, shall be held invalid as to any person or circumstance by any court having jurisdiction, all other terms, covenants or conditions of this Agreement and their application shall not be affected thereby, but shall remain in force and effect unless a court holds that the provisions are not separable from all other provisions of this Agreement. NO DEDICATION OF FACILITIES: Any undertaking by one Party to the other Party under any provision of this agreement shall not constitute the dedication of the electric system or any portion thereof of the undertaking Party to the public or to the other Party, and it is understood and agreed that any obligations of a Party under any provision of this Agreement shall cease upon the termination of such Party's obligations as set forth in the Agreement. THIRD PARTY BENEFICIARIES: This Agreement shall not be construed to create rights in, or to grant remedies to, or delegate any duty, obligation or undertaking established herein to any third party as a beneficiary of this Agreement. 06/12/03 fl 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 17. EVENTS OF DEFAULT AND TERMINATION: 17.1 If an Event of Default (as defined below) occurs with respect to either Party at any time during the Term, the other Party may upon thirty (30) days written notice to the affected Party, which notice will be given no later than sixty (60) days after the discovery of the occurrence of the Event of Default, establish a date on which this Agreement will terminate; in addition to termination, the terminating Party will have all its other rights and remedies available under applicable law in equity arising from the Event of Default. 17.2 "Event of Default' will mean with respect to a Party; 17.2.1 the failure by a Party to make, when due, any payment required pursuant to this Agreement if such failure is not remedied within seven (7) calendar days of receipt of written notice of such failure by the Party; provided, that the payment is not the subject of a good faith dispute, or 17.2.2 a material default or breach by the Party in the performance of any of its material obligations to be performed under this Agreement if such default or breach is not remedied within thirty (30) days of receipt of written notice of such default or breach by the Party, or 17.2.3 the Party makes an assignment or any general arrangement for the benefit of creditors; files a petition or otherwise commences, authorizes or acquiesces in the commencement of a proceeding or cause pursuant to any bankruptcy or similar law for the protection of creditors, or has such petition filed against it and such proceeding remains undismissed for sixty (60) days; otherwise becomes bankrupt or insolvent (however evidenced); or is unable to pay its debts as they fall due. 17.3 If a Party is prevented by Uncontrollable Force as set forth in Section 10 from a material part of its obligations pursuant to this Agreement for more than ninety (90) days, the Authorized Representatives shall meet within five (5) business days of written notice from the other Party for the purpose of determining an equitable settlement of the remaining obligations of the Parties pursuant to this Agreement. If the Authorized Representatives are unable to reach agreement within thirty (30) days of said notice, the other Party not affected by the Uncontrollable Force may terminate this Agreement upon thirty (30) days notice. This subsection 19.3 is in addition to other provisions of this Agreement providing for termination of this Agreement. 06/12/03 045 1 18. LIABILITY: 2 3 NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR ANY 4 INCIDENTAL, CONSEQUENTIAL, PUNITIVE OR OTHER SPECIAL 5 DAMAGES FOR NONPERFORMANCE OF ITS OBLIGATIONS UNDER 6 THIS AGREEMENT. 7 8 19. INDEMNIFICATION AND RELEASE: 9 10 The City agrees to be liable for, and defend, indemnify and hold harmless SRP, its 11 directors, officers, employees, agents and contractors, from any and all costs, 12 expenses (including any attorney fees and court costs), penalties, fines, claims, 13 liabilities, damages or judgments arising out of this Agreement, including any 14 claim for property damage, personal injury or death or damage to any installation 15 or to the environment, or arising out of the City's breach of any of the City's 16 representations or warranties, including where SRP may be alleged or proven to 17 have been negligent including, but not limited to active, passive, sole, joint, 18 concurrent, comparative and contractual negligence, but excluding the direct and 19 sole gross negligence and willful misconduct of SRP. 20 21 The City shall release SRP from any loss, damage, liability, cost or expense 22 arising out of this Agreement, incurred by the City, caused by the negligent acts 23 or omissions of SRP, but excluding the direct and sole gross negligence and 24 willful misconduct of SRP. 25 26 20. OTHER AGREEMENTS: 27 28 No provision of this Agreement shall preclude the Parties from entering into other 29 agreements or conducting transactions under existing agreements. This 30 Agreement shall not be deemed to modify or change any rights or obligations 31 under any prior contracts or agreements between the Parties. 32 33 21. GOVERNING LAW AND VENUE: 34 35 This Agreement shall be construed in accordance with the laws of the State of 36 Arizona without regard to its conflict of laws and provisions. The Parties 37 stipulate that any proceeding in connection with this Agreement shall be brought 38 and prosecuted to completion before a state or federal court located in Maricopa 39 County, Arizona. 40 41 22. JUDGEMENTS AND DETERMINATIONS: 42 43 Whenever it is provided in this Agreement that a Party shall be the sole judge of 44 whether, to what extent, or under what conditions it will provide a given service, 45 its exercise of its judgment shall be final and not subject to challenge. Whenever 46 it is provided that a service under a given transaction may be curtailed under 47 certain conditions or circumstances, the existence of which are determined by or 48 in the judgment of a Party, that Party's determination or exercise of judgment 49 shall be final and not subject to challenge if it is made in good faith and not 50 arbitrarily or capriciously. 06/12/03 7 04G R 23. COMPLETE AGREEMENT: This Agreement shall constitute the full and complete agreement of the Parties with respect to the subject matter hereof, and all prior or contemporaneous representations, statements, negotiations, understandings and inducements are fully merged and incorporated in the Agreement. This Agreement shall be considered for all purposes as prepared through the joint efforts of the Parties and shall not be construed against one Party or the other as a result of preparation, substitution, submission or other event of negotiation, drafting or execution hereof. F 0 0 This Agreement is subject to valid laws, orders, rules and regulations of duly constituted authorities having jurisdiction. Nothing contained in this Agreement shall give jurisdiction over a Party not otherwise subject to such jurisdiction or be construed as a grant of jurisdiction over either Party by any state or federal agency not otherwise having jurisdiction bylaw. Nothing contained in this Agreement shall be construed to establish any precedent for any other agreement or to grant any rights to or impose any obligation on either Party beyond the scope of this Agreement. IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed as of the day of 20052003. 06/12/03 SALT RIVER PROJECT AGRICULTURAL IMPROVEMENT AND POWER DISTRICT John D. Coggins Title: Manager Supply and Trading CITY OF AZUSA Title: 0 047 EXHIBIT "A" Official Titles and Mailing Addresses Of the Parties Light and Water Department City of Azusa c/o Director of Utilities 729 N. Azusa Avenue P.O. Box 9500 Azusa, California 91702-9500 Fax (626) 334-3163 Salt River Project Agricultural Improvement and Power District c/o Corporate Secretary, PAB 215 P.O. Box 52025 Phoenix, Arizona 85072-2025 Fax (602) 236-3458 If hand delivered: Salt River Project Agricultural Improvement and Power District c/o Corporate Secretary, PAB 215 1521 North Project Drive Tempe, Arizona 86281 06/12/03 9 048 I 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 EXHIBIT `B" Billing Addresses of the Parties Light and Water Department City of Azusa Assistant Director of Resource 729 N. Azusa Avenue P.O. Box 9500 Azusa, California 91702-9500 Fax: (626)334-3163 Salt River Project Agricultural Improvement and Power District Manager, Power Accounting Services, ISB 253 P.O. Box 52025 Phoenix, Arizona 85072-2025 Fax: (602) 236-4579 06/12/03 10 '?4 9 ALEJM'SA i R/'E\ AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: FEBRUARY 28, 2005 SUBJECT: APPROVAL OF THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY AND BRAUN & BLAISING, P.C. RECOMMENDATION It is recommended that the Utility Board/City Council approve the Professional Services Agreement between the City and Braun & Blaising, P.C. with an initial budget of $30,000 and authorize the Mayor to execute the agreement upon the preparation of the execution copy. BACKGROUND Azusa Light & Water staff provided an update on the issue of exit fees to be collected by Southern California Edison ("Edison") from municipal departing loads at January 24`h Utility Board meeting. The imposition of the exit fees will impact some of our anticipated electric customers in the Monrovia Nursery development area. At present time, the California Public Utility Commission ("CPUC") is actively establishing the rules and re¢ulations eoverninq the implementation of exit fee policy. As the exit fee issue is likely to have adverse impacts on some of the City's future customers, staff is actively considering actions that the City can reasonably undertake at this time to minimize future impacts. One of the actions considered is the engagement of outside experts in this subject matter to assist the City in formulating strategies in dealing with this issue. Braun ✓3, Blaising, P.C. is recognized in the municipal utility community as being the experts in this subject matter. The firm provides the legal representation to the California Municipal Utilities Association ("CMUA") in the CPUC exit fee proceeding and has assisted individual municipal cities (Cities of Corona and Cerritos, among others) in direct dealing with Edison to implement the logistics of exit fees. Staff believes the assistance from Braun & Blaising, P.C. in areas listed below will be critical for City's success in dealing with this issue: �7 I A thorough understanding of laws, regulatory decisions and rulings relating to the applicability of various exit fee charges (CRS) in the context of the City's provision of electric services to customers in recently annexed areas (Azusa Departing Load). 2. To facilitate and participate in discussions with Southern California Edison Company (SCE) regarding the development of an agreement addressing the applicability of, and billing and collection for, exit fees for Azusa Departing Load (CRS Agreement). 3. To assist in the negotiation, and drafting and the review of any exit fees agreement with Edison. 4. To monitor and, as requested by the City, represent the City before the California Public Utilities Commission (CPUC) in the regulatory proceeding in which SCE seeks approval of the agreement and related tariffs. 5. To provide additional legal and regulatory services relating to Azusa Departing Load if necessary. FISCAL IMPACT The initial budget for the services from Braun & Blaising, P.C. is $30,000. Funds are available in the Power Resource division's legal budget for the current fiscal year Prepared by: Bob Tang, Assistant Director of Resource Management I Prof SvcAgreement.d oc 051 CITY OF AZUSA PROFESSIONAL SERVICES AGREEMENT 1. PARTIES AND DATE. This Agreement is made and entered into this _ day of , 20_ by and between the City of Azusa, a municipal organization organized under the laws of the State of California with its principal place of business at 213 East Foothill Boulevard, Azusa, California 91702-1295 ("City") and Braun & Blaising, P.C., a California professional corporation with its principal place of business at 915 L Street, Suite 1420, Sacramento, CA 95816 ("Consultant"). City and Consultant are sometimes individually referred to as "Party" and collectively as "Parties." 2. RECITALS. 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing regulatory and legal services services to public clients, is licensed in the State of California, and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render such services in the current CPUC proceedings related to exit fees ("Project') as set forth in this Agreement. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional regulatory and legal consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. Consultant shall complete the Services within the term of this RVPUBWGS\544364 052 Agreement, which shall be deemed to be in accordance with the established schedules and deadlines pursuant to this Agreement. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Scott Blaising. RVPUBWGS\5"364 3.2.5 City's Representative. The City hereby designates Director of Utilities, or 053 I his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant hereby designates Scott Blaising, or his or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be . uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, RVPUBWGS\546366 3 0-54 pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2. 10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety riiL�YbY1J(�YI 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The initial budget for the Services shall not exceed THIRTY THOUSAND DOLLARS ($30,000) without written approval of City's. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement. 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon. 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, 'Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.4 Accounting Records. RVPUBWGS�544364 4 0555 --;It 3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. 3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: RVPUBWGS%544364 Consultant: City: Braun & Blaising, P.C. 915 L Street, Suite 1420 Sacramento, CA 95816 Attention: Scott Blaising City of Azusa 729 N. Azusa Avenue N7 Gj5G Azusa, CA 91702-9500 Attn: Director of Utilities, Light and Water Department Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use. City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. RVPUHLNGS%544364 3.5.5 Attorney's Fees. If either party commences an action against the other 0 057 I', party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action. 3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions or willful misconduct of Consultant, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents or volunteers. 3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties. 3.5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project. 3.5.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted RVPUBWGW44364 7 059 assignment, hypothecation or transfer 3.5.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subcontractors of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.5.16 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. 3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 FAual Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff RVPUBNGS\5"364 R 059 or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 3.6.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. CITY OF AZUSA [INSERT NAME OF CONSULTANT] By: By: Attest: Mayor City Clerk Approved as to Form: AVPUBWGSlW366 9 [Name] [Title] Best Best & Krieger LLP City Attorney RVPUB\NGS\544364 10 MO 'If EXHIBIT "A" SCOPE OF SERVICES The scope of services include, but are not limited to the following: • Provide summary of laws, regulatory decisions and rulings relating to the applicability of various cost responsibility surcharges (CRS) in the context of the City's provision of electric services to customers in recently annexed areas (Azusa Departing Load). • Facilitate and participate in discussions with Southern California Edison Company (SCE) regarding the development of an agreement addressing the applicability of, and billing and collection for, CRS for Azusa Departing Load (CRS Agreement). As requested, draft and negotiate the CRS Agreement. • Monitor and, as requested by the City, represent the City before the California Public Utilities Commission (CPUC) in the regulatory proceeding in which SCE seeks approval of the CRS Agreement and related tariffs. As requested, provide additional legal and regulatory services relating to Azusa Departing Load. RVPUBW(3W44364 A-1 EXHIBIT "B" SCHEDULE OF SERVICES As timely and applicable as the scope of services requires. RVPUBWGS1544364 M 063 EXHIBIT "C" COMPENSATION Fees. For services provided under this Agreement, the Client shall pay the Consultant in accordance with the following hourly rates: C. Anthony Braun: $275.00 Scott Blaising: $260.00 Kevin Smith: $215.00 Bruce McLaughlin: $215.00 All office, research, travel and meeting time will be billed at the foregoing rates. The foregoing rates are reviewed annually by the Consultant on or about June 1, and are subject to adjustment on no less than 30 days written notice. RVPUBWGSW4364 C-1 ME 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 28. 2005 SUBJECT: MONTHLY UPDATE --ELECTRIC YARD OFFICE RENOVATION PROJECT Attached Gantt chart is provided as detailed task list update of electric yard renovation project. Prepared by: Dave Ramirez, Assistant Director -Electric Operations MS Proj Gantt Cha rt. npp 0,65 MEGEL©ME©®LM©ME®■E■■■■ EMCEE m■■■■■■■■LaMEW . www m MEEK w mammmmm MEEK ENE■■■■■■� ©■W ® F111111. 1111111111 11111�1 1 Film III BEE I 3 I ! v� V I E C [ 1g !C 5: I T 1> d jib' TU " $ t c� t^±90 » �!. ):� �.� ° � � }! � |�� � � §[ �| §�� � �. �� ;. ! !, §, �� ,| ! ! ,| ! � !! � � |! | , . ,! ( |� § � � � � !: 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 28. 2005 SUBJECT: UPDATE ON SYSTEMS &SOFTWARE CUSTOMER INFORMATION SYSTEM RECOMMENDATION No action requested. BACKGROUND This is an update to an item the Utility Board approved at the June 28, 2004 meeting for a new Customer Information System and Interactive Voice Response System to be purchased from third -party vendor, Systems &Software. The project is on schedule. Since our last update to you in January: Work Completed • The Business Process Analysis (BPA) document, originated by Systems & Software (S&S) was reported in January as reviewed by Azusa. The overall goal of this document is threefold: to clearly identify all of the CIS business requirements utilized within the City of Azusa; to improve the efficiency and effectiveness of Azusa's CIS business practices by incorporating a certain amount of automation; and finally to align Azusa's CIS business processes within the enQuesta solution. Azusa completed the review on time and sent additional content and important comments back to S&S for incorporation into the document. Data mapping of Azusa's CIS data files and data elements were completed on January 24th. As a result, SSS is now developing the data conversion programs that will be used at go live to successfully populate the enQuesta CIS with Azusa's CIS data. S&S was on-site at Azusa during the first week of February to install the new enQuesta server. SSS also provided support to Azusa's IT staff for their installation of new cash receipt printer equipment. An Azusa team consisting of the project manager, technical manager, and operations expert attended the SSS Users Forum in early February. The team was given an opportunity to get some basic training on the system in navigation, report writing, and 068 e -learning tool; provide input to new screens under development; offer suggestions for future enhancements; and network with other users of the system. Work In Progress SSS is making final preparations for enQuesta training that will be conducted in early March. Work Delayed Finalizing the Business Requirements Phase was intentionally delayed from the original schedule so that SSS could focus on gathering TOU requirements early in the project. This change will not negatively effect to the project. Administrative Matters It was agreed to move the Interactive Voice Response (IVR) implementation date to September 12`h instead of July 5h. This will allow Azusa to test the new IVR during the month of August when resources will be available. To avoid any confusion with customers accessing the old system with a combination of old and new bills, Azusa has decided to shut down the old IVR after implementation of enQuesta. FISCAL IMPACT. No additional fiscal impact expected. Prepared by: Karen Vanca, Assistant Director Customer Care & Solutions i �r AZUSA U..T 6 WATER f.Lfi Azusa Utility Board Meeting February 28, 2005 n� AZUSA ur:MT a wnTrn 0,70 0 Power Resources Division Monthly Report • Status of Projects • Power Consumption Comparison • Wholesale Market Trend • Power Resource Budget Update • Preliminary FY03-04 Light Fund Operating Result 0,71 r i^ h Status of Projects • Kirkwall cost audit continues. Navigant is making progress in reviewing the major cost components. It is anticipated that the work and the audit report to be completed by the end of March • Finalized and executed one power exchange agreement with State Water Project (SWP) for the summer 2005. The City will provide shoulder on -peak power to SWP in exchange for super peak summer power for the months of July through September 2005. Additional power exchange opportunities are currently under discussion with SWP • Continued economic evaluation of City of Colton's generation expansion. Concurrently, exploring a new generation project opportunity in the City of Banning. Initial discussion regarding Banning's project was held on Feb. 9th, additional analysis is currently under way • Continued the participation in CAISO amendment #60 settlement discussions. Staff is serving as the group lead person on one settlement issue • Finalized the negotiations with Salt River Project (SRP) for after -the -hour power scheduling coverage for two additional years at de minimus cost increase (seeking Utility Board's approval in February) • Finalized the negotiations with XL Capital to extend the current San Juan outage insurance policy for additional one year at a premium decrease of about $60,000 (seeking Utility Board's approval in February) • Ramped up activities in the CPUC's municipal departing load exit fee proceeding (seeking Utility Board's approval in Februaryfor funding for this effort) 072 _.. -_. .. -... 1U(DEMAND MMWt _7 ____ ___C ._._...__ - .____.....__._.. Surpassing all-time high for peak of 58.1 MW established on September 1,_1 998. 073 CfIY OF AZUSA ENERGY CONSUMPTION COMPARISON 58.2-130% ENEfY.aV CCYJSLMP1 INM H _.. .. .......PERCENT OCT 592 bDNni FY 03 -OM1 .. ... F1'00-05 CF{44CE 151% 368 - �'•', Jll 26,154 25758- AUG-_ _- 26,714 25342_...- 35,7 152% _ SEP 24354 25213.._. 353% ... 263% `. FEB .. .. �+_35�_ .._ 21.561 769%_..._.. .- ..a" __.__...._CCT ._..- NOV 19.394 _. �._ 19.813....._ -_ 216%_ DEC... ... ..... pry _— .y. ._. . .._.._ _.-�_..... JPI419911 ._.� ... 29,127 FEB 16875,__ .� MOR _ 21,338 -. .. APR _. 20,417. ... .. ._.. _.___ _._.... MOV .. _. 22 493 W 22 505 3 r __ /58,142 1.0096__ [ � ....._..: CRY OF AZUSA lot DEMAND COMPAWSON _.. -_. .. -... 1U(DEMAND MMWt _7 ____ ___C ._._...__ - .____.....__._.. Surpassing all-time high for peak of 58.1 MW established on September 1,_1 998. 073 58.2-130% OCT 592 45:0 15.3737% t _ NOV - 368 36.6 " DEC 351 35,7 152% JAN __ 346 _ 35;6 , 263% FEB .. 357 ._. -.. .- ..a" MAR - _ 43.9 j. APR _—; _..,.. 53.6 _— .y. ._. . .._.._ _.. -_. .. -... 1U(DEMAND MMWt _7 ____ ___C ._._...__ - .____.....__._.. Surpassing all-time high for peak of 58.1 MW established on September 1,_1 998. 073 n f N� A�ft Ught*11W �wllf 'W_H&E§ALE ELECTRICITY SPOT MARKET PRICES IN CALIFORNI AVERAGEl_ AVERAGE 0)74 Power Resource Cost Accounting TTv 'nA_nS' 075 Legislative & Regulatory Update Prepared by Bob Tang February 28, 2005 GIG SB I — Solar Homes Peak Energy Procurement (Murray & Campbell) . Requires CPUC to establish a residential solar energy program by Jan. 1, 2008 for the Investor Owned Utilities (IOUs) . Mandates specific money to be set aside within the Public Benefit Charge (17.5% of PBC) to fund such a program, and apply any excess PBC funds the program as well Requires local publicly c similar programs within and submit annual repc Commission wned utilities to establish reasonable time thereafter rt to the California Energy . Increases the utility net metering from the current 0.5% to 5% of the total customer peak demand 2 077 SB 107 — Renewable Portfolio Standard (RPS) (Simitian & Perata) . Requires the acceleration of RPS from the current 20% by 2017 to 20% by Dec. 31, 2010 . Mandates the establishment of renewable energy credit trading program . Establishes additional annual reporting requirements for the local publicly owned utilities regarding their progress in attaining RPS goals 9 AB 380 — Resource Adequacy Requirement (Nunez) . Requires CPUC, in consultation with California Independent System Operator to establish resource adequacy requirements to ensure sufficient electric capacity resources to serve peak demand . Mandates all electric load serving entities, including the local publicly owned utilities to comply with the requirement 079 a FROM: JOSEPH F. HSU, DIRECTOR OF UTILITI� DATE: FEBRUARY 28, 2005 SUBJECT: UPDATE ON LANDFILL RATES AND COMPLIANCE WITH AB 939 Attached letter was received from the County Sanitation Districts of Los Angeles County in November 2004, and provided notice that landfill rates at Puente Hills landfill were increased from $20.88 to $22.65 per ton effective January 1, 2005. Pursuant to City contract with Athens Services, refuse rates are to be adjusted annually effective July 1. However, it is advisable to discuss the landfill rate changes by the Sanitation Districts and how they will impact refuse collection rates. Staff will make presentation on this subject and make some suggestions on when to adjust the rates imposed by Athens Services in order to avoid a larger adjustment at a later date. Another solid waste management issue is the City's compliance effort with AB 939, the State's recycling mandate. The City's annual report of compliance to the State is due March 1, 2005, for calendar year 2003 recycling efforts. A verbal update will be provided to the Utility Board on this issue at the meeting. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities tUX NewRatesForSolidW aste.pdf o3n NA1. XS4LnP.ni'QV !O'JO WG51[ I.VPYAG!".'.ENi COUNTY SANITATION DISTRICTS 1955 Wor'xman Mill Road, Whittier, CA 90601-1400 Mailing Address: P.O. Box 4998, Whittier, CA 90607-4998 Telephone: (5621699-7411, FAX: (562( 699-5422 w ",.lmsd.org Dear City Manager/City Administrator: OF LDS ANGELES COUNTY JAMES F. STAK Chief Engineer and Genera( Manager November 9, 2004 File No. 31 R-10.10 Rates for Solid Waste Materials Recovery Transfer, and disposal Facilities This is to advise you of new rates to be charged at the Puente Hills Landfill, the Scholl Canyon Landfill, the South Gate Transfer Station, the Downey Area Recycling and Transfer (DART) Facility, and the new Puente Hills Materials Recovery Facility (MRF), starting January 1, 2005. The Sanitation Districts have been working to provide a replacement solid waste management system to serve the long-term solid waste management needs of communities throughout Los Angeles County after the closure of the Puente Hills Landfill in 2013. The system will be comprised of materials recovery/transfer stations, intermodal rail facilities, and remote out -of -County landfills. A cost transition program is being implemented to avoid sudden large tipping fee increases that would otherwise result after closure of the Puente Hills Landfill, and to smooth the transition to the full cost of remote disposal over an approximately 20 -year period. The program will utilize the remaining capacity of the Puente Hills Landfill, together with other sources, to accumulate funds to ensure that a fully operational, competitive remote disposal system is available to replace the Puente Hills Landfill. To implement the first three years of the cost transition program, the increase in the municipal solid waste rate at the Puente Hills Landfill will be $1.77/ton per year, with the initial increase effective January 1, 2005, and annually thereafter for two years. Increases in the minimum, hard -to -handle, tire, and special handling rates for cost transition, and for reasons described later in this letter for the hard -to -handle and tire rates, will also occur. The rates at the Puente Hills MRF will be the same as those at the Puente Hills Landfill, for the categories of solid waste accepted at the MRF. The municipal solid waste rates at the South Gate Transfer Station and at the DART Facility, which deliver much of their waste to the Puente Hills Landfill, will increase by $1.77/ton this year, plus $0.02/ton for recent increases to the County's Regulatory Service Fee, with subsequent annual increases of a minimum of $1.77/ton in the following two years. Commensurate increases in the minimum and hard -to -handle rates at these facilities will also occur. The rates at the Scholl Canyon Landfill will increase this year, effective January 1, 2005, to provide funds for capital projects and for general cost increases for routine operation and maintenance of the site. The municipal solid waste rate at the Scholl Canyon Landfill will increase by $2.10/ton. The increase is comprised of $I.00/ton in the Districts' basic operating rate, $0.66/ton to the City of Glendale for the lease payment made pursuant to the Joint Powers Agreement, $0.42/ton for the City's required host fee, and $0.02/ton for recent increases to the County's Regulatory Service Fee. Commensurate increases in the minimum, hard -to -handle, tire, and special handling rates, plus increases described below for the hard -to -handle and tire rates, will also occur. $,j Recycled Raper• �v i City Manager/City Administrator -2- November 9, 2004 Increases for the hard -to -handle and tire rates, and for the fee charged for the green waste recycling program at the Puente Hills Landfill, will also occur to offset certain increased costs. The rates described in this paragraph for these categories include the amounts necessary for the County's business license tax at the Puente Hills Landfill, and the lease payment and host fee to the City of Glendale at the Scholl Canyon Landfill. The rates for hard -to -handle items will increase by $1.10/ton at the Puente Hills Landfill, by $1.25/ton at the Scholl Canyon Landfill, and by $1.00/ton at the South Gate Transfer Station and the DART Facility to offset increased extra costs for handling these types of waste. The rate for tires will increase by $5.50/ton at the Puente Hills Landfill and by $6.50/ton at Scholl Canyon Landfill to offset costs for meeting new State tire manifesting regulations. In addition, the rate for tires at the Puente Hills Landfill will increase by $4.40/ton in 2006 and 2007 to gradually offset increased operating costs and it is anticipated that similar increases at the Scholl Canyon Landfill will be recommended in those years. The fee charged for the green waste recycling program at the Puente Hills Landfill will increase by $1.10/ton to offset costs to transport green waste to offsite locations. In addition, the charges for pull -off services will increase, by different amounts at each landfill, to offset increased costs for providing the services and to apply the same basic charge of $25.00 for the service at each site. A copy of the new rate schedule is enclosed. If you have any questions regarding the rates, please call me at 562-699-7411, extension 2401. Very truly yours, James F. Stahl John H. Gulledge, Head Solid Waste Management Department JHG:LR:ew Enclosure 082 COUNTY SANITATION DISTRICTS OF LOS ANGELES COUNTY SCHEDULE OF RATES - FOR SOLID WASTE MATERIALS RECOVERY, TRANSFER, AND DISPOSAL FACILITIES Uncovered Loads Capable of Producing Litter: Puente Hills Landfill -$4.40/ton surcharge; $4.40 minimum Puente Hills MRF, South Gate, DART - $4.40/ton surcharge; $4.40 minimum Scholl Canyon Landfill - $5.00/ton surcharge; $5.00 minimum Commerce - $4.00/ton surcharge; $4.00 minimum Non -manifested Tire Loads: Puente Hills Landfill - $4.40/ton surcharge; $4.40 minimum Scholl Canyon Landfill - $5.00/ton surcharge; $5.00 minimum "Wi rates excluding pull -offs and green waste rates include the following fees, as appropriate: California Integrated Solid Waste Management Fee: $1.40 per ton Los Angeles County Solid Waste Management Fee: $0.86 per ton Los Angeles County Department of Health Services Regulatory Service Fee: $0.18 per ton 12 'All rates and surcharges include the Los Angeles County Business License Tax, as appropriate: 10% of gross receipts, excluding state and local fees and taxes PWi rates and surcharges include the City of Glendale - Scholl Canyon Landfill Assessment: 25% of gross receipts; vehicles owned and operated by the City of Glendale are exempt ,''Rates effective August I, 2004; rates subject to change pursuant to the Commerce Refuse -to -Energy Facility Operating Agreement ...Rate effective July 1, 2004; rate subject to change pursuant to the SERRF Joint Powers Agreement . + r RATE RATE RATE JANUARY 1, 2005 JANUARY 1, 2006 JANUARY 1, 2007 PUENTE HILLS LANDFILL, Whittierl'tft Municipal Solid and Inert Waste $22.65 /ton $24.42 /ton $26.19 /ton Hard -lo -Handle, Bulky Items 29.80 /ton 31.57 /ton 33.34 /ton Tires 54.55 /ton 60.72 /ton 66.89 /ton Special Handling 44.65 /ton 46.42 /ton 48.19 /ton Minimum Charge 21.50 per load 23.25 per load 25.00 per load Pull -Offs 27.50 each 27.50 each 27.50 each Segregated Uncontaminated Green Waste (I -ton minimum charge) 12.10 /ton 12.10 /ton 12.10 /ton PUENTE HILLS MATERIALS RECOVERY FACILITY (MRF). Whittierto Municipal Solid and Inert Waste $22.65 /ton $24.42 /ton S26.19 /ton Hard -to -Handle, Bulky Items 29.80 /ton 31.57 /ton 33.34 /ton Minimum Charge 21.50 per load 23.25 per load 25.00 per load SOUTH GATE TRANSFER STATION, South Gatetn Municipal Solid and Inert Waste $34.77 /ton $36.54 /ton $38.31 /Ion Hard -to -Handle, Bulky Items 41.27 /ton 43.04 /ton 44.81 /ton Minimum Charge 22.00 per load 23.75 per load 25.50 per load DOWNEY AREA RECYCLING AND TRANSFER (DART) FACILITY. Downevtn Municipal Solid and Inert Waste 538.54 /ton $40.31 /ton $42.08 /ton Hard -to -Handle, Bulky Items 45.04 /ton 46.81 /ton 48.58 /ton Minimum Charge 22.00 per load 23.75 per load 25.50 per load Segregated Uncontaminated Green Waste 28.10 /ton 28.10 /ton 28.10 /ton - Minimum Charge (Segregated Uncontaminated Green Waste) 14.05 per load 14.05 per load 14.05 per load SCHOLL CANYON LANDFILL, Glendaleo"(3t Municipal Solid and Inert Waste $33.77 /ton Hard -to -Handle, Bulky Items 41.89 /ton Tires 62.14 /ton Special Handling 48.46 /ton , Minimum Charge 33.00 per load Pull -Offs 31.25 each Segregated Uncontaminated Green Waste (1 -ton minimum charge) 13.75 /ton COMMERCE REFUSE TO ENERGY FACILITY. Commercefl Refuse $39.00 /ton Minimum Charge 33.00 per load Documentation Destruction 39.00 /ton plus $465.00 per load SOUTHEAST RESOURCE RECOVERY FACILITY fSERRF). Lone Beach's) Municipal Solid and Inert Waste (I -ton minimum charge) $33.63 /ton Uncovered Loads Capable of Producing Litter: Puente Hills Landfill -$4.40/ton surcharge; $4.40 minimum Puente Hills MRF, South Gate, DART - $4.40/ton surcharge; $4.40 minimum Scholl Canyon Landfill - $5.00/ton surcharge; $5.00 minimum Commerce - $4.00/ton surcharge; $4.00 minimum Non -manifested Tire Loads: Puente Hills Landfill - $4.40/ton surcharge; $4.40 minimum Scholl Canyon Landfill - $5.00/ton surcharge; $5.00 minimum "Wi rates excluding pull -offs and green waste rates include the following fees, as appropriate: California Integrated Solid Waste Management Fee: $1.40 per ton Los Angeles County Solid Waste Management Fee: $0.86 per ton Los Angeles County Department of Health Services Regulatory Service Fee: $0.18 per ton 12 'All rates and surcharges include the Los Angeles County Business License Tax, as appropriate: 10% of gross receipts, excluding state and local fees and taxes PWi rates and surcharges include the City of Glendale - Scholl Canyon Landfill Assessment: 25% of gross receipts; vehicles owned and operated by the City of Glendale are exempt ,''Rates effective August I, 2004; rates subject to change pursuant to the Commerce Refuse -to -Energy Facility Operating Agreement ...Rate effective July 1, 2004; rate subject to change pursuant to the SERRF Joint Powers Agreement . + r INFORMATIONAL ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES�A/ DATE: FEBRUARY 28, 2005 SUBJECT: WORK PLAN UPDATE THROUGH 2ND QUARTER OF FY 2005 Attached includes Gantt charts of Utilities Department Projects. Checkmarks placed In left column indicate that milestone or task has been completed; "% completed" column also shows progress/completion. Charts provide update on different tasks and milestones through second quarter of this fiscal year. Electronic version may be enlarged for viewing purposes. Feel free to pose questions or comments about particular projects. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Steven Yang, Administrative Analyst 99 WorkPlansUpdate2n dQtr.pdf 084 1 ~� (30 Azusa Light & Water Work Plans Update 2ND Quarter Fiscal Year 2004-2005 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE ID a Name TaskUTILITY Stan Finish % 1105 2006 1 AD MINISTRATION Thu 711M4 Thu 3/30106 Comolete 48% Otrd 01/1 Otr2 Otr3 Otrd Ont r V 2✓ " ' """"""-" - Conduct Water Staffing Level Study Thu]/Iro4 Wed 1113/04 100% ""'`:"""""" -"- 3 ✓ Draft Survey and Identify Participating Agencies Thu 7/1/04 Tue]2W04 tOD% 7/1 ©]20 "'r 4✓ Distribute Survey Men 72&N T.. &17104 100% 726 �eili..... .. .... ... ._.. .... 6... ✓ Survey Submittal Deadline Tue 6131/04 Tue&31/04 100% , 8/31 .... .. ... ... ..... ..... .... 6 ✓ Compile Results and Distribute Report Wetl 9/1/O4 Wed 1113/04 100% fill 9/1112 ... '" "" "- ]..:.. RBB Process Report Wad 8/1104 Thu 9204M 100% ......... .......... .. .............................. .. .................................. ......... 8 ✓ Write Draft Report on RBB Process Wed W1/06 Wed 9/1/06 100%' ..................... �... 9 ✓ Peer Review of Report Wetl 9/1/06 Mon 92]/04 100% .. yj . 9IYl ....._.. ..... .. _._. ........ .._ .. ..... 10 Make Changes and Prepare Final Report Thu 030104 Thu 920/04 100% ..................... .... ........ i 926 .... ..... 11 816 Out Ja0ltOrtaVLeDdscepe Service Contracts Men 92]/06 Tue 1026104 100% p " 12 ./ Development Bid Specs and Obtain US Approval Mon 927/04 Mon 927/04100% B2] ..... ...... .. .. .... ..... ...... " """' ..................... "' ...._... 13 Advertise for Bids and Conduct Pre -Bid Tour Wed 10904 Wed 101904100%.......... 01904100%....' " "". 1018 " " " "" "' """' 14 ✓ R¢C¢Me Bids and Selects Low Bidder Mon 1W1fl106 Mon 10116/04 100% ... .. ......__.... ... _......_. ......... _....:... ...____....................... "' ♦j9ryg " "' _._... 15 Obtain UB Approval of Selected 8itlder Tue 102906 Tue 102fi10d 100% .. .. .<. .. ........ ....... :... ..._...... ...... ! 1026._,..,,, .... .... -- 18 Evaluate Wl Fl antl BPL Service Otlering Thu 1028104 Mon 9211/05 94% ........ .._,_. .,... 17 ✓ Present Update Report to UB in November Mon 11/12/04 Mon 1122106 100% .....i .... ............. .... .. ................................ �_..... .......... .._.............. : .'11422 : ...... --' 18 ✓ Execute NDA with AccessBroadband Wed09/05 Mon Mims 100% __. ... _. .. ..._.. ..!_. ...... ...... vg 121 ..... 19 n Provide Information es Requested by AccessBroadbantl Mon 228/05 Mon 228/05 70% "'". ........................... "--- - . ..... 028 20..._ a Conduct Comparative Analysis of W i Fi v BPL Thu 102!1104 Mon 1111/04 SD% ..._ ..... .... ._:... ._.. ...... 1629 11/1 ' 21 a Present Analysis and R¢commenda0on to UB In March Mon 326/05 Mon 328/05 0% ..., ...... ...... ..:... .... ... . W2a _. 33 ✓ Conversion of Work Plan Updates to MS Project Mon 1WWO4 Mon TWta104 100% " """ -"' -' "'""" "" ..... """"""..... 23 Managers to List TaskslMilestones for Projects In Access Mon 10116/04 Mon 10/16/04 100% """" "' '1pry8'""" ........ "".."""" "....."" ".._""............. """""" 24 ✓ Input Acce35 Projems/Taska Into MS Project Gantt Chart Mon 10/16/06 Mon 1 Wifl/Od 100%' .... ....... .__....� ...._._.._ �...._..... ... ..._._._....... .. ......_...... -- 10118 """"" 25 Develop Automated Work Order System wad 825/04 Thu 620105 79%-� ._.............. 26 Obtain Revised Proposal From S&S Wed 8/25104 Wed 625/04 100% 025 .. "" +" "' .... 27 Review Proposal of S&S Thu 1114104 Thu 11/4/04 100%' " 1114 ........ ........ ....... 28 Decide whether tO BpPpon S&S's Proposal Wed 1015/04 Wed 1015/04 100%' ......._ .... ....... ..... ..... "' """'"' •"" .... """ 29 ✓ S&S's Proposal Not Supported Due t0 Various Reasons Mon 1/31/05 Mon 1131/05 100% " "i """ " '" ♦toll " "" ""`" """"""' """... ... .......... 30Wait._. n[] Decision Made to for BFTech System Upgrades and Reconsider Thu 6130105 Thu 930105 0% .2.. ............ ............_.. ... ....... .. ...........".. ..___.... ................. 920 ...... BFTech Modules 31 Sell Cypress Water Property Mon ]28/04 Mon v28ro5 99% _.:.... .............. ........._..... .... _,..._.._.. ......_i.. ................ ........... ...._...,. 3Y ✓ UB Approve Concept Sell Property Mon]26/04 Mon]26ro4 100%' ........................ .. .._. ...... ...... .... _._._. - "'-'-"' + ........ 33 CC Public Hearing to Sell Property Tue snro4 Tue yr/04 100% .i.. _.._... ......... .......... .. ..._...... ......... : y2 �... --' ... 34 ✓ Execute Sellers Agreement/Do" Wed 929/04 Wed929/04 top%" ;. ...... ...... .:... ....... ....... .929 .... .. ...... Offer Approved and Enters Escrow Th. 1028/04 Wed 1222/04 100% 36 ✓ Unexpected Loans Cleared from Tine Mon 113105 Thu 01 0105 100%' ',' ""'-' " ✓ Escrow Extended Due to Delay in Well Destruction Mon 2/26105 Mon 921105 100% �0'�/P9' 38 d EscrowCloses, Mon M8105 Mon 2/26105 0%' - """' "" "" ""' ""'""" "".. � 39 COP FInanclel Disclosure Reports Man 1111904 Mon 1/31/05 97%' B_ .............................. "" -' '".."' " ""'" .................. 40 ✓ Research CAFR and Write Report for Water(CAFR not available) Mon 11/15/04 Tue 11/3W04 100% "' 1115 1ti9p 41 ✓ Research CAFR and WrBe Report for Electric (CAFR not available) Mon 11/1904 Tue 11/30/06 100% 11125 1V20 " ""' """ ""'-' 42 `/ Review/Approve Reports Wed 101/04 Wed 12/1904 100% i' """' ""' ""' "" ". .. . ................................... 101 12/15 43 ✓ PrePara Letter end Mail RepOrt3 (sent w/o CAFR) Mon 1020104 Mon 12/20/04 100%- ........... x Prepare/SubmilAmended Report when CAFR Complete Mon 1/31/05 Mon 1/31/05 0% 45 Mo0lfy Work Order Billings/Development Fees Mon W7104 wad 4/vos 66% ........ .... ...... _. ....._......... ..._......._....__.... ..........._... ........._.... 4e< t/ Review ElOdnCNyat¢r Work Order Billings Mon 927106 mu 10/26/06 100% .. ... 112)0"` 10/29 42 Formulate Draft PfOOedure/FORlls for Review/COmm¢nts Thu 1028104 Mon311U05 65%' al 4e Make Final Changes to PracetlurrlForms Mon 01 a05 Wed 323105 p% ,....,.Ina ...:. ... :._. ...._... ..... y36 '923 ._... 49 n Modify Rules Regarding Development Fees Mon 328/05 Mon 326/05 0% .. ... .......... ._... ........... .. . :_.928 ............................................... '- "' 50 of Employees of New Procedures Tue 41905 Wetl 4/905 0% .. _.. .._._. ......... .,.. ..... .___... ..._... 416 Formulate Reluae Rate Atljustment Mon 9vVs Mon Mtv05 px' 52 v Calculal¢Dreft Rates for Review by ANens Mon 9005 Tue 93/05 0%. ...!_. ................... ................. .•..._._...� � .._L... ........_......_.... ...._..... ............. UGIi9es Projects -F 040502-022805Rpt422205.mpp 1/10 1. t' UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE ID 0 Task Name Task Name Som som Finish I % 2005 Corrolate Cur 4 at, I I Ot, 2 OI r 3 1 Uq4 I Cur I I Otr2 I Or 53 - Rates r. n Fin R fee Athens 0 Review and Agree on Final Rates AM R Ag Athena 'w Tue &17/05 'a &'�5 Mon 5130/051 0% ....... 5F17 Lq U30 .... :--- ............ I .. ...... ........ 54 rq t d C Council at PH Flats Adjustment Approved by City Council at PH F by City no Rate S Approved t Mon 616)05 n �n' Mon fiJado5l ...... 0% ....................... If 6 ............. . - ... .1 .......... ........................................ 55 be - s Billing Changes r e Bit Nobly Customer Service of Billing Changes Customerg Chan C 0 Mon Mon an =5 Mon &I us 0% ............. ........... 1.11.1—., 03 .......... ...... ... ...... 56 aft. I Rates Electric "b" Financials and Review Water and Electric Financials and Rates r d Review Water n Mon VIRRIS IT Wed ""'051 0 % ........ ...... .. .... ..... ..... ..... 57 Prepare n. d F aS,_p werpoin"o"s '"'d-l"n Prepare 5-Une P 5 " a. get- or 4118105 on 411111 Mon Q1 &051 ........... ........ 0% ...... ............ Be Adjustment,if Necessary Rat. A Obtain US Support in Conofffft for Rate Adjustment, II ObtainU B up n - C._P, for Mon �WOS Mon -Woe Mon 02W5 0% .............. ...... + �25 ...... .... ....... ............. .. ... .......... ... ---- .............. .......... ............... 59 Eg AdjustingRate. of Re -o.6. he Adj ust Obtain CC Approval of Resolutions Adjusting Rates of 7 Approval Obtain CC VA Man WI W05 Wn "'o, Mon 5116105 0% SM6 ............. ...... 60 Implement Rate Adjustntents, If Necessary Implement Rate Adjustments . If Necessary 'y Wed ah'., Wed W1105 Wed 611105 0% ........ .. 6111— Design Ph._) Filtration Plant Financing (To Follow Design Phase) Thu 0% ............. ........... ...... ....... und t Adopt Resolution of Reimbursement Adopt Thu WO/05 Th. W30105 0% 6130 ......... ......... .... .. .................. 63 rq ficatic Obtain Authorization to Seek Financing Thu B130/05 Thu 6130105 m wo .. ....... had f am cl I Advisor Execute Contract for Financial Advisor W Contract Thu 613=5 Th. 6130,05 ............. ...... ............. 0% ............................... ......... .......... .................... + r64 65 Select Bond/DisclosuYe Counsel Thu 613=5 Thu W0105 ................................. 0% ............ .. ........ ...... .... ... ........ — ....................... 66 — 8 t Bond I u Select Bond Issuer Th. 6130/05 Thu 6130105 0% (410 + 67 Develop Official & Documents Thu 6130105 Thu fit3(Y05 ................ 0% Will '6'9 to or and Issue Bonds or COPS Underwriter no Thu 6/3=5 Thu IV3=5 0% ........ .. ... ......... ino ......... ........ D.VEI�.p aLUSZgn�for AL&W Office Bldg on N. Azusa Ave. Wed 1=2out Th. F1 �=5 28% 70 .d�dlc — gh idea op S'. —Wed 1M90f Rion 1131105 80% ....... .. .. ........ ......... —77�1 Submit Variance Application to Planning Commission for LED Sign Man V28105 Mon V28105 0% =8 val— ............... .................................. .. .... ..... ..... 2 a Develop Bid Specs and Obtain UB Approval Wh 328105 Mon =acs 0% .............. 8 ...... .. ......... ......... . ....... 73 r.q Advertise Bid Mon 04/05 Mon 04105 0% 4 ........ ............ ........ 74 u Receive Bids and Select Low Bidder -- — Q1"5 mon . a .... — ...... ......... .. .......... .. — 75 Obtain US Approval of Selected Bidder Mon 4�&D5 Mon �W(35 0% Me ...... + 76 Begin Construction Mon �05 Thu fic?1f)5 ...... .................. M ...................................... ...... .................. in OW . 829............... . 77 Prepare/Coordinate Budget for Utilities Dept FH 4r1ffi5 Mon 7/405 2% ............................ . ..... ....... .... ........... 78 Prepare Revenue Forecast, Including Misc Revenues Mon 4/4105 Men 410/05 95%♦ 4/4 .... .. 79 Determine Position I-Islinoudget by ORGKEY I hu .1.uo ..0 ............ ...... ... . ........... .. ....... 80 a Formulate Capital Improvement Budget F6 011051 Tue 512005 0% 47/ 4 620 ............................ 81 ER Formulate/Get Approval on Preliminary Operating Budget Mon !V23/05 Mon WT05 0% snirl .......... ......... ............ 82 Submit Approved Budget to Finance Departement Wed 611105 wedfill/05 0% 83 Check Dept Budget Once Combined with City Budget --Mon 714/05 Man 7/405 0% + 714 .............. 81 Assist to Revise Citywide Budget Preparation Procedure TKU711104 no MMS 34% ........ ................. ............... 85 ✓ Analyze Existing Preparation Procedure Thu 7/11M Thu 7/1104 . ............o-_............... 10% 40 Tn . ......................... ................. . 66 Formulate Proposed Changes Mon 1111I04 Mon 111104 100% . 87 Build Consensus on Proposed Changes . Wed 1 1MN . Tue WWO5 . .............................. ....... 100% 2-88 .......... .. 88 Implement Changes; Wed 120041 Thu Mims 29% ..................... ................................. 89 o HR to Compile Reference Document For Position Budgeting Wall 12/3/04 Mon ah,Vos 4756 12/8 3110 ............ ...... 90 Develop GUI for Data Entry Directly into BFTech System Thu 2/171051 Mon =1/05 ........... 3% ........... r. M7 91 Pq Develop CDD Reports to Get Output Directly from Bl -Tech System Tue &8105 2u3131105 — 10% — 2/8 5131 92 Obtain Roster of Dept Contacts M.11411 Tv; 222105100% 2114 K=2 .............. 93 ✓ Depts to SutwnK Revenue Forecasts Thu 1=1051 T,8 609ffi5 100% ...................... ino 89 ............ ......... Develop 5 -Year Revenue Forecast Thu 313105 Thu 313105 10% * M .... ....... .. ........ ........ .......... 95 E3 Begin to Conduct Financial Analysis for Budget Policy Purposes Thu 3 05 Thu 3131/05 5% 5141 ...... ....... 96 a Develop Position Listings by ORGKEY Mon 3/7105 Mon 30/05 SK ........ —.1-1-1 ........ 97 E9 Deps to Confirm Positions for Their Dept Mon Wl"S Wh011.105 — 0% — ............... ................... ... ..... ..... .. ......... ..... ........ ..... ..... — 98 Posilio n Budget Completed and Input Into BkTach — MohWl/05 Mon Mims 0% S, ........ . . 9-9 Dept2128 Head Briefing Based on Financial Outlook Mon 2/28105 a WIW5 0% 3116 ...... ... ......... ........................... too ----W&M Budget Preparation ton Manual Completed Mon �1/05 Mon WI/05 0% + M, 101 Deparimenss Trained on Data Entry of 08M Budget Mon 3121M5 Thu 3131J05 0% 102 Departs ants to Input O&M Budgets into BiTfx;h ---- Wed "otos Th. nno — 0% ............. ........ .......... .............. ............. .. 103 Utility Staff Support of Finance Dept to End March 31 Tlw 711r04 Thu atl(V[di 0% ..................... a. ..... 104 Other Amciapted Take, however, nogm include following: Thu 7/1/04 . Mon 7/&04 . ...... ...... ....... 0% Uklithu, ProjScs-PY9X0502-=805Rpt-022205.rhpp 2110 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE ID B Task Name Stan FiNsh % 2005 008 105 p Budget Review Meetings wilh DeparMent Heads Mon a6ro5 Cam late Otrd Otr1 Otr2 Ova tra Out Otr2 tr3 Thu 628105 0% as y 8 to Preliminary Budget Formulated and Presented to City County Mm 62 Thu 525/05 0% ., """"" �8 """ - .""'107...... Hearings Held on Prolminary Budget Mon 5Q/05 Tru 528/05 0% ......................""" ""' g�y�� 528 � ""' 108 Changes to Prelminary Budget Matle Following Hearings Mon 5130/05 Mon N605 .. 0% _ "" ....... I.m """"' to ' -'- """" --' """ �6IfilA'.5i3u '-�— 108 Q Final Butlgel Approved by City Council Monw Thu W0/05 . _._.. ..... 0% " ........ .._...... ...._......._..................................._........ is 110 ® Final Approved Budget Duplicated and Distributed Wee NVOS mu fu30ro5 0%""""'"'_................_._......_...._............_....._....... i............._.._..... ........................__..._._... I........... 6h 6180 Utilitles Proleels-Fv060502-022805Rpt-022205.mpp 3/10 r UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE Ualllles Projects-Fy040502-0 2805Rpt4122205.mpp 4/10 WA ILXVYLXN11V1YJ ••^••'^ "'�" 112 Destruction of Three Water Wells Mana110ro4 Man 028105 49% .. ..... .. ...... ..... ..... ........ .rW� 113 Purchase Order Issued to Low Balder Mon 9113M4 Mon 9 iXU 100% ♦..9na ' 116 Begin Demolition Mon 11/15/04 Fd 1It6ro5 ..... 50% .. _.. .... .... 11/15 1/16 .. ... ...... __.._. ..-v.ab... �cy 115 Complete Demolition Mon 226/05 Mon 2/28/05 0% 228 11 e ® Accept Notice Of Completion Mon Mums Mon 326105 ...... 0% .. .. _..._....................................................... ♦328 ........... .. ........... .. I ....... .I n_.... _._.............................,......... .. ... ....... ...... ......._...... 11] Cypress Street Main Replacement Mon SAIM4 Man 425105 20% i _....._._.........._............_.__.................... 118 ✓ Approval to Advertise for Bids Mon 92A04 Mon 92]/04 ......_._._..._...:....._..__ 100% ........................................... ..................... ............. ............. ♦ 927 i .. ..__._._................. .a...............................:........_.........._._.."""_.___.._._..................... ............. ................._.._..... 119 v Award Contract toy UB Mon 1025100 Mon 1 N25104 0% . 1025 = 120 © Begin Construction Tue 11=5 Tue 1/4ro5 .......................:...........................................................:...............................:...................................................................... 0% . 114 121 Complete COnsbucti0p Thud/16/05 ThU V14ro5 0% ! ♦VI6 122 a© Final Acceptance Mon 425105 Mon 625105 0%_ .-. .. * VZs .;_.. ........ .... ......._ 123 General Main Replacements Thu 22V05 Man Mims 0% 124 0 Complete Design/Plans Thu Y24ro5 Thu224/05 0% 226 t25 v0 Approval to Advedise for Bids Mon 228105 Mon 226,05 0% 2rza 126 Q Award Contract by UB Mon 025105 Mon 425105 0% ♦ d25 ', .. .._._....... _.._...... ................. .._........... 12] Accept Notice of Completion (928/05) Thu 922105 Mon 926105 . 0% ..:.. ....._.__._. .__. _.. ........... 822 Q 826 128 Water Treatment Plant Improvements Wed 12/16100 Mon 926/05 42% 3 129 vj RFP Circulated to Consultants for Plant Design Wed 12/15104 wed t2I15I04 100% .......1 .. ................... ......... ......................... _._i.... .1. i .......... _._. .. .n....__ _.. .. _...... ............ ...... ....._..... .................. ..... _._._.. _. 130 f Consultant Selectee The &10/05 Thu 2/10105E141 ..1.. .210 131 u© Award of GOatrabt to Design Consultant Mon 228/05 Mon 228/05 ? 2rze 132 Design Complete Thu 9/15/05 Thu 9/15105 .............. .................. ♦ M5 ....._ ._.............. _......._.... 133 ® Final Design Accepted Mon 926105 Mon 926105 ..... .. ......_... ....__...._.... .... 826 lad Design of Pioneer Park Reservalr (Relocated to the Water Treatment Mon 6,vaa Mon 92flro5 Plant and now a pan of the Water Treatment Plant Improvements Protect) ... ,. ............ ........_.. ......._.__._ ;.._._._ ......t........ ........... ......._._.. .._......... 135 Variable Speed Drive Design and Installation Man 92]104 Mon MV05 S,. 136 f Approval t0 Advertise for Bids Mon M7Xut Mon 912]/06 ....:. ..... .. ....... ._.. .............................._. , em ........ ..... :.... ..._... ....... ........ ....... 137 RFPs Sent to Electric Contractors (Re -bid) Fn 325/05 Fd 3/25105 ... ♦3/25 138 40 Bid Proposals Accepted Sun 5/1/05 Sun 511/05139 u Award Contract by UB Mon 523105 Mon 52Y051411 ® Begin Project Wad 611105 Wed V1/05 i .fill141 �'c3 Projacl Completed Mon611105 Mon&1/05art 162 Final Project Accepted by US Mon 8/22]05 Mon 822/05 143 Water System Master Plan Update IOr 2005 Mon 11/1/06 Mon 6/'12105..........:........................._....i.._...._...........,.........................._............_tad ✓ qFPCirculatedt0COnsullanis Mon 11/1/04 Mon 1111/04 ♦ 112145 j Accept ProposalsTnu 12/16/06 Tnu 12/16,04 .1226 ...:........... ... ............ ........... ...146 Award Of Contract to Consultants Tue1IC105 Tue t/6105 . ......._...... .. ._ _.._... ........... ♦ 1/4 j ..........:. __ ._........_. .......... .. .._._._._ _............. .......__.. .....................,..... td] n Accept Complete Master Plan Update by UB Mon 822/05 Mon 8122/05 0% :. .822 ............. .. .. ............. ......... 148 Monrovia Nursery Projects (Indeterminate at this time) Thu 7/106 Mon ]/&06 0% _......_.. .............. .............. ... .........._ ..._._.... ....._.::. ................_ ......................i...._...... ... ... .. i... .......... ...._.......... _...._.__... 149 SCADA Upgrades Thu 79M Thu Mims 67% : .......... .._...._......._ ............. 150 v0 Ongoing Thu 7/1/04 Thu 3131/05 67%� ]ry O131 ; 151 Canyon Filtration Plant Entrance Upgrades Mon 228105 Mon 228105 66% : 152 Complete Block Wall and Fencing and Accept Mon 2/28/05 Mon 228105 100% .vza .. 153 © Accept Nolke of Completion Mon 2128105 Mon 226105 0% _...:.. ..........._.... .. ... ....... .. ..8.. ............... ......... ._...... ._._........ 156 Rehabilitate Well No.2 (Indeterminate at this time) Thu 7/1/04 Mon 1129/04 0% 155 Paramount Yard DIsp06al Project Man 1/0105 Mon 826105 15% 156 Submit Application to WM to Destroy Wells Mon l/3105 100% ♦in i a............ i... ............. ... ............_ .. ....... _.. 157 `j WM Submits Plan to their Engineer for Processing ed 2/2/05 100% ........: ..._..... .._.__. _.. ....., ♦271 .-..._._._.. ....... ..................... .. _... _......._.. ._.. 158 a WM Board to Approve Destruction Mon d/4/05 ............... 0% _.... .:................ .......... ............_ ♦ V4 159 o Obtain Properly Appralul Report =&1/05Wed ed WIM5 0% 611 180v AdoptslResolution Finding Necessity to Sell Properly Mon 616,05 0%......_....... ......._.... .. _,.. .........161d Adopt 2nd Krums ort Declaring Public Intent to Sell Property Tue ]/5105 0% ........... .........j . 7/5 Ualllles Projects-Fy040502-0 2805Rpt4122205.mpp 4/10 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE ID 8 Task Name Stan Rhish % 2005 2008 162 o File Notice of CERA Exemption with County Tue MMS Tue 7/26,05 md.fi, Dir4 t,1 Dtr2 at,3 0% ;_ trd Chr1 tr2 Ir . ]26 163 '0 Execute Real Estate Settees Agreement Mon ]25/05 M0h M5/05 .. .. ..... ..... ...... 0% - ]25 764 Find and scrowtioh M 26, 920 ....... . .. ..... 185.. v[j Approve] to Advertise for Bids on Well Demolition Mon 62]/05 Mon 82)/05 _ ..... ... .................... 0% .y7 ... .... ...... _... -'- 166°0 S¢gin Demolition Mon 6,6,05 We &8/05 0% ... ...... ... ....... ... ....... .. ...... ♦ Bla 16-7 Complete Dem0lNon Thu an 1/05 Thu 6111/05 0% B 1 168 v Accept Notice of Compl¢li0n Mon fl2&05 Mon 622105 0% ...__ ......._. ..... ............................... ... .......... ...... 622 Mules Proleces.F 6,0502-02280SRpt-022205.mpp 5110 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE to 8 Task Name Sten Finish I % Cumulate 2005 Ird Irl 2006 OIr2 Ira IN Olrl tr2 1! 169 ELECTRIC OPERATIONS Thu 7n/04 The 6M=5 15% _ ...................... ._..._......................_..._............!............_.__.._._._..6..............................—............................ 170 Electric Yartl Retumishmenl—Tenth Street Yard Men 7/26104 Sun SB105 12% :. .:........ .... ...........:yir 171 Project Mon 728104 Mon ]2&04 100% ]26 ..... .. ....... ..... 1]2 pening Tae 10/5104 Tue 10/5104 100%... ......... .. ...... ..:_. ..._.... .... _._..1]3artl Mon 1025104 Mon 10/25/04 100% ♦ Ia26,_Mon 1]4 ruction R�Replaw2OPoles 1129/04 Sun MHOS 10% 1128 ..175ent of 35 Power Poles Wed 12/211/U4 Thu 6/00/05 lx ,..._..... 176 ce l5 Poles Wednv29/o4 Thu lv30104 100% .. .. .. i ._. ......... 1=9I 12A0.__.......... '... ._._.. ..... 17] ce 20 Pales Mon 1/v05 Thu 6/3005 0% ....... neard Network Connection Mon T1BPo4 rnu626105 s]% :. 179 f Sign Contract for Fiber Emenslon Mon?/I 0 Monl?/I 0 IN% ,,7n0 180 5j Install Dark Fiber to Emericd of Bldg ken 8130/04 The 923/04 100% Will .823 let q Award Contract for Fiber Installation in Bldg Mon 326105 Mon 32105 0% j �„=a 182 , Interior Fiber Optic Installation in Bldg Mon 519/05 Thu 528105 0% - 5/8626:,, ..... a........._. .............................__..... ... ...... 183 Electric Powerllne Clearance Wed 625/04 Thu 610465 ......................:....._.__._..._._.... 38% ....,..._..., ................ ............. .;.... _ ted ✓ Pra-job Meeting and Scheduling Wed 625104 Wed 825104100% _........... ... .......... .....__._... ... ........................ ♦ s25 185 f Power Line Clearance Main Circuits Mon 9/13/04 Thu 12/30/0410% ..:. .. 1VI3 _._.. .. ........ ..... .. ...... ....... ..... .12/90 - 188 u Incidental Trimming and Removals As Needed Mon 1/3105 Thu 6130105 0% .,+ 1M 6190 167 f Completed Owl Circuit Extension Thu 7n/04 Thu 7nro4 t00% 7n 188 Infrared Inspection of 12 kv Lines, Substations Mon 4/4605 The Molds 0% ' ... ........... ............... ........ ..._...... ._.. _,..... lag Schedule lnspeclions Mon VV05 Mon Q4/05 0% ._. .. .......1 ._..._._._ ..............._ ..._......... ._..... ... ...... ........... 190 © Schedule and Complete Repairs Wn 4/16465 Thu 6KIMS 0% .. ..:.. ! . .... .._.... ... 4616 ......_ __.. 610 _. ......._ ..._... ... ....... 191 Recruitments Wed Tn4Po4 Thu 810/05 1% i. i .. _... .... _.. ..,..... .... _. . _... ........ 192 Electric Crew Supervisor—Begin Recruitment Wed]/14/04 Wed 7/14/W 100% L♦ 7114 .... ....... ...._ _... ......... 193 vj Electric Crew Supervise. -Position Filled Mon 10/18/06 Mon 10/18/04 100%. .. _._.. .._.. tone ..... ....._ 4 ...._ ..:... ._.... ... .... ..... 194 ,� Line Mechanic—Begin RecruitmentsWed?/14/04 Wed]/16/04 100% :, 9 711 195 f Line Mechanic -Recruitment Ongoing Until Filled Wed ]n 4/04 Thu 6/3005 U% Tnd _ Wit Utilities Projects-PYO4O5O2-O=5Rpt-0 2205.mpp 6110 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE n Utilities PmtKtS- y0005U2-02280SRpt-022205.mpp ` 7/10 1 • r iFIAP cm W-1 sna torze UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE Or) ID Task Neme Stan Finish %2005 Complete 2006 ova rt Otr2 Otr3 Oust Orrt Out 1 Olr3 206 POWER RESOURCES Thu]2104 Thu 1229105 27% L.......... 205 ✓ San Juan Firming Arrangement Mon 1129/06 Mon 1120/06 ............ 100% .... ...... .. ........... .......... .._._................. ........... _...._............................ ......... ... .... ................ ............ .... ..... 206 `% Complete RFP, Evaluation, and US Approval of 1 year contrast effective 1/1/05 Mon 1129/04 Mon 1129104 ............._........, 100% ....................................._._..._._...._..._.._._._._.......__.......;.................,............_..............................._..... . 1129 _... _._.... _..._._._.. ............. 20] 209 209 ✓ �/' Power Resources Ouarterly Optimization Complete 2004 4th On Optimization Strategy Complete 2005 1st Otr Optimization Strategy Tue W,14,1 Tue 824/04 Man 1 W7MU1 Tue MIME Thu 9130/06 Mon 122]/04 .. 01% 100% 100% ._.__..... .. ._._........._.. . ....... ......... ...._, ... .......... ......... :...... ....... 926 920 1227 �.... ...... ....... 210 ✓ Complete 2005 antl Olr Optimization Strategy Mon 122]I06 Mon 12/2]/06 100% . ..:... .... _ ....... ♦ lz2] 211 a Complete 2005 3b Qtr Optimization Strategy Thu 626/05 Thu a291os o% ....................................... p ♦428 ............._............_._........._.a......._............_._._....._.......................... _...........................,........ 212 Complete 2005 41h OV Optimimtion Strategy Thu a2N05 Thu dl2B/OS 0% 213 Co'rj Disseminate 8 Organize summer operation logistics TUG 5/31/05 Tue5131/05 0% 214 ✓ Regulatory Filings Thu 9/I6Po6 Mon 22105 ...................................................................................:..................................................................................................... 100% ?......................_...._.i.._......._............._............ 215 �% Draft year End TRBAA Filing Thu 9/16/04 Thu 9/16/06 ......................:. 100% ........................................................... ♦0/16 _........ _.........._.._.. 216 2D ,� ✓ Finalize and Submit TRBAA Filing to FERC Draft and File Financial Disclosure Report on EI¢CVG COP Thu 12/2106 Mon 122]/04 Thu 122106 Mon 122]/06 100% 100% ♦ 122 .122] i i..................................................................... 219 Receive FERC approval for TRBAA Filing Mon 2!)105 Mon 22105 ........... 100% _.........:.................................... _............_........:............................... . N . , Monitor CABIO Market Redesign Activities (On-going) Thu mrod Thu 6/3405 49% � ������q Mo Kirkwall Partial Settlement Agreeme0t Man fl21Pod Wed 1222/06 100% 1j Edison to Prepare Draft City and Edison to Agree on Final Mon M23106 Wed 9/15/06 Wed 9/15/04 Mon 823104r700%% .629 ......' . .9115 i._. F22 ,�' Utility Board Approval File Agreement with FERC Mon 927/04 Tue 926104 Mon 92]/06,. Tue 929/04 .... .. ._..._._ .............. .. ....._.... 82] _ ♦ 92a ......__. ........... % Receive FERC approval Wed 1222104 Wed 1222/04 : 12/22 AUtlit Ktrkwell Protect DOSLS Mon 0/2]Po4 Tua426105 Utility Board b Select Auditor Mon 92]/04 Mon 927/06 .....i.. ......__ ......_._. .. .:_._....._ _._J .... .............. ♦ 82T i._...._.. ..._......... ._.......� 226 229 sj -Edprovide final cast accounting Conduct Audit of Pr0lect Costs Conduct Mon 11/15/06 Tue 11116/06 Mon 11/15/04 Tue 426/05 .. ... .......:.. .. ..... _....... ._.....__ ..1.,.. ..... _....... .11/15 i 11A6 - 428 ._....... _... ............... 230 231 p[� Edison to Install CAISO Meters - Meters l0 be installed Thu 42aPo5 Thu 628105 Thu MIME Thu 426/05 0% 0% ' ._.....'.. ................ ......_._ . ........................ .....!... _.... _._.. ♦420 ............ ............ 232 d Review Edison's Meter Installation CO515 Thu 726/05 mu 726105 0% . ]29 {. 233 ✓ Auditor Assistance Mon 101=4 Thu 1029104 100% .... .. _............. ........... ....... ..................... ..... .............. ............... 236 `j Work with Finance to Assist In Audit of UtOity Mon 10/4106 Thu 1028106 100% ._..... ...... ..'..... .............. ......... 10/1 rmy 1029 ... .__ ......... 235 Set up Procedure to Acct for Depreciation Wed 9/1104 Thu 1229/05 50% o.......... 236 Review Kirkwall Station Costs Wed 9/1/06 Wed 911/06 .. 100% ........................_.. __._........... ......... ...... _;.... ..._.......... ♦ant ................... ............. 237 rn Review other Schedules as Available Thu 12/29/05 Thu 1229/05 0% - ... .. ..:.... .._....... .*.1229 ......... 236 Consltl¢r CA Refund Settlement Agreement (timing determined by other art Thu 7/1/04 Thu 6/30/05 ... 0% .. ....... ._...... _._._ 299 Contract Renewalb Men 228105 Mon 229105 0% ' ?i.... 240 Q Renew Contracts belOr¢ their expiration dates: (e) Real time scheduling services agreement with SRP, (b) San Juan insurance polity, and finish negotiations On energy exchange contracts with State Water Project SWP). Mon 228105 Mon 228105 0% ......... ...__...._ ...._..._...._. ... .............. ... ... ...._._... i, 228 ......__ ....._......_. 241 Witness Participation for CAISO Amendment 660 Settlement Wad 22106 Th. RMS 0% ... _. .:.. .. .. ............. .. ............. ............................ _..... _._......._. ......_...... ................ 262 Participate settlement discussions Wed 2/2/05 Thu 729/05 0% ! 22 ]f28 269 Resource Planning & Local Power Generation Procurement wed 22/05 wee 9/91105 0% 244 d Conduct planning to fulfill the impending state Resource Adequacy Re uiremenl Wed 22105 Thu SIMMS 0% 22 620 265 Q Implementation Ftl]/1/05 Wed 6131/05 0% ......... _... ..._... .... ]M 9131 .._. ...................... ....._.... zas 267 a CPUC Exit Fee Proceetlings Enter Professional Services Agreement with Braun 8 8laising PLC Mon==o Mon 2128105 TM1u 1220/05 Mon MW05 OX . 0%i,. ......_ .. __._.... .................. ....... ..... _._...... .. ..... ...'.. .... ....._... ......... .. i........ _. .. ....... i .... .. ................ 226 ....._........ ............................ ..,..._............. .................................... ......_.. ........ ._........... ............. .... .......... . 246 d Commence bilateral negotiation with Edison Tue 311105 Tue 311105 0% .....................__............_...._._..... 111 ., 249 ® Finalize negotiations with Edison, 9 feasible Men TWOS Mon 7/4/05 0% .... ...... ��������� ������� � ��. A4 ....... .......... 250 Seek CPUC's approval of agreement with Edison Thu 9/1105 Thu &1105 ............................................._. 0% ... ....... _.,................................ ♦ an .......... 251 3 Obtain CPUC's approval Thu 1229105 Thu 1=SMS 0%. ........ ......... ..:_ ._............ .._.. ........ .. ........_.,... .. �.... ............ Utilities Prolec s,FY0405O2022905Rpt-022205.mpp 8110 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE cr 10 252 253 254 8 ,� Task Name CUSTOMER SERVICE Implement ClS and IVR Systems Contract Execution and Pmlecl KIckOH Start Mon Mead MOn98]ro4 Mon 987/00 RNsh Tue J/sros Tue]/5105 Thu 1 M9/Od % Complete OV4 d5%sx ............. 38% 100% . .. ..... 2006 DIr1 V2 DIr3 Vd OIr1 0V2 Ir ................ ............ .................................................. ................. ......... - ...... ........ .. ... ....... ........... .... .........._ ..... _......... �] tag 255 ,� Complete Business Process Anal Analysis wed lvlMoO wee 1v15ro4 100% ...... ...._ .. .. .... Ina 258 a Deliver, test server, hardware, software Thu M10ro5 Thu2/1M05 ....... O% � ....... ....... ...... ..... 257 a System SYstem Valitlation Testing Thu v]ro5 Wee MISPoS 0% ..... ........................_......... ...... ......... T/1] 6115 259 o GO WB Tue J/MOS Tue]/0105 ... ._ 0%� ........................ .... .... ..... ..... ...... 259 Create Methods for Improving Customer Services Mon i81U4 Men 1/3,05 67% -""'.....................-............... . ........ .... ....�'//s ._. _.. ._... 280 . Iden ryOpportOpportunities far Improving Service Mon M t0X '........ .............. .... � ....... 261 Review urvey ReSUItsBminst[rm On Improv¢menis Mon 11/1/00 Mon 11/1/00 ... ...... 100% ........... .....1111...._ :...._._ ..... i. .........._... ....... - 262 `j Create Improvement Plan wRmeline and Target Results Wetl 1211/O4 Wed 1?Jt/Orf 100% . "' ".... """"""..... - - --- 263 © Implement Plan and Measure Results....... 1/3/05 Mon l/3105 0% ....... ""' ............................"- lA 260 Use SCPPA Customer Svc Benchmarking Study Wed 011/04 Thu 6!30/05 ......__. 51X .._.... .. ..� ...... ... i. ...... ......... ....... 265 ,� Analyz¢$CPPA Benchmarking Report Wed M1ro0 Mon 98Jro4 100% Ml ®92] """"" """' "`' """"' "-" 266 Conduct Investigative Work with Other'UtilRles Mon iMdlDa Thu 0130105 ..._... 50% 1010 —��1 """ ' - 267 [.� Change Practices and Establlsh PedOrtnance measures Mon 101a04 Thu 9/30105 50% - 0130 '.""'- "'--'- ....... o Measure Results Mon 1010/04 Thu 0130105 ..._.... 50% 30 .. ....... .. ...... ......... ....._..... � 1014 6/30" 269 Public Benefits Programs Mon Thu M9M05 _...._. 42X .. . ...... — ..... ......... .........._.... - 270 ./ ResltleMial AC Rebate Program lnl/03 Mon 1/31/05 Mon 1/31ro5 _.__........... 100% ._......_._. .................. '....._.. ......._......... ._ .................. ................ . 271........ Update SEER Oualifiwtions per DEC Standards Mon 1131/05 Mon 1/31/05 10% ........ .._.... ..._. ..y .._. ._... ....... . 101 272 On -Line Energy Audits Mon 1085ro4 Tru6130N5 41% ""-- -'" 273 ./ Execute Contract for Online Energy Audit Service Mon 10/2&04 Mon 1025100 ... ...... 100% .. .............._ .10/25.... ............ _..__.. ............ . ...... -- -'- 2]4 �/ Atltl Pages -Functionality t0 AL6W Website Tue 11/30104 Tun 11/30/00 ........ 100% ............ .._.:. .. ._... ... ._._... ............_... .. . 11 39 "'"'-- 2]s 1/ Online Functionality wed 1211/00 Thu1v3M0a ... ..... t00% ...... ......1/5 _...... .i. ......... ...... ........ "13A p1y3o 2J6 Promote or Adv Promote or Advertise Online Energy Audits (On-going) Wed 1/5/05 Thu M3M05 30% ...... " ..---- 277 Automated ..,or R¢ading Wed 10120100 Thu 6010/05 lox - i 680 2>8 Distnbul RFP for Consultant StutlY Wed 1020104 Mon 1111/00 100% -- "" -- 278 Salad Consultant for Study Mon 1120104 —Wed 1211M0d 100% ,....1080 1189 10115 290 a Contlud SWtlyB Submit R¢port to LSW SIaH Tue M1ro5 Tue Sl31/O5 .. .. ._. 0% ........ .. .. ... ..... ._ i. ._... -- �---- 38 531: 291 1 ER Evaluate Consultant Report antl Creates Plan Wed 011/05 Thu 0130105 0%� ��� ������������� �...... ............ ......... "'. """"" """"""' '------ U1111has Pro)mc -F 0405-02-02280SRpt-022205mpp 9110 UTILITIES DEPARTMENT PROJECTS BY DIVISION FOR FY 2004-05, 2nd QTR UPDATE ID o Task Name Finish complete % 2005 2006 ird OtrI Ot,2 Otr3 U4 tri r2 Otr3 282 WASTE MANAGEMENT W Thu =1105 67% ..._...._........................................._...._.... ...............................:..... . 283 Q AS g39 Annual Report for 2003 l Tue WMS 89% .......................:........................................................... 990 B 1014 .... 1u3o I! .__..._. .... ............. ..... .._.. I ....... .. ..... .... 284 F81ou15ervlceslProgmm Section of Report w Mon 10/4/w 100% KTh4 285 ✓ Flll0ul Disposal Tonnage Section of Report 4 The 1&30/4 100%....................; 286 �. Validate -and Sub Report h Diversion>50%(<50%, AUDIT REO'D)/05 Tue 2/1/05 100% ♦2:T 2/10 22- ...... ...... ...._ .......: ....... .._.. ....... 287 Conduct Disposal Audit of Landfill Tonnage If Diversion <50% 105 Mon 2/28105 50% 2813 Q he50%Submil Report with Requested Changes Afar Audit 105 Tue WIM5 50% .�31 - 289 Assist with Cleaner, Greener, More Beautiful Azusa 4 Mon MIME 81% i :, .. ......._...'... ............ ..._..... ..._A__._. .. _................ ......................... ........... .......... ♦ 1028 ._.. __.. ...... 1.. ........ .._. ..... .. ....... 290 ✓ Schedule HHW Roundup at Northrop Thu IMIU d Thu 10 M4 100% 291 Tue VIM5 Mon 221/05 80% © Revise Recycling and Conservation Booklet 292 Used OII Block Grant Program Mon anwe4 Thu t2nve4 e9% ; ....... 816 823 ... .... .. ..... _._. .. .. ...... ...... .... ., 1125 . .1125 ♦1218 293 ,/ Submit Annual Report for FV 2003-04 Mon 8/1 vw Mon 13/23/04 100% 290 Submit Agreement for BG -10 Thu 112vw Thu 1125/0d 100% 295 Submit Funding Request for BG 10 Thu 1125Po4 Thu 11rz5Pod 100% 296 0 Check/Revise Hua Contract for Program Services mu t2/3aw Thu tv3Nw o% 297 Chn-Line Materials Exchange (Azusa Online Exchange) Mon 112204 Thu MIME 18% i 298 ✓ Obtain US Approval Mon 1122/04 Man 11122/04 100% .......................:................... ....__..._._....._._........ .... _:...._...... ......_......._..:._..._.............................................................. 1122 299 E%¢CIl10 CODffaClfar Web $eNICeS Wed 1124/w Wed 11244 100% .1126 ..._.............v................._......._._...._._._._...._.................................................. 300 Announcement On Azusa TOmprfaW Thu 12405 Thu 120/05 0% ......_...__ ........:........_.....__............ .1213 .. .. ..._. ..... 1190 12E.... _. ....... .. ._. _. _....... ....... te� Tue11/3004 Wed 126/05 33% 3w U Home page design 302 Test Functionality Thu 127Po5 Thu 22405 0% ^� I .�L28 ....._....... .._......_. _ ....... ...... .. ..... 306 a Present to Utility Board Mon 228195 Man 228105 0% 307 Add hyperlink to LBW Webslte(link to Genacoln's server) Tue 21105 mu 3/3/05 0% .. .. .............. ........ .._.__.__... 31!139 .._.__ ....._ .......... ... _....... ..... _.._.. 308 Tue 21105 Thu W31/05 0% q AdVBnISe $eNICe9 309 Seh001 Recycling Program Thu 10244 Too 3nPo5 BB% 10118 2213 � 310 ✓ Purchase classroom Containers for Foothill Middle School Thu 1028roa Mon 22v05 t00% 311 � Distribute Container to BCh0al Thu 11/1 6/4 Thu 1111 M4 100% � ♦ 1118 .. ..__... ......... ......._.. .. ..._.. ....... __.... ....... 312 Submit Grant Formsio Sate Tue 21/OS Tue 21/05 09 Wilitles Pro]acts-FV040502-022805Rpt�U205.mpp 10110