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HomeMy WebLinkAboutAgenda Packet - November 22, 2004.7, 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, NOVEMBER 22, 2004 6:30 PM DAVE HARDISON BOARD MEMBER JOSEPH R. ROCHA BOARD MEMBER 6:30 p.m. - Convene to Regular Meeting of the Azusa Utility Board and Azusa City Council • Call to Order • Pledge to the Flag • Roll Call 1. PUBLIC PARTICIPATION (Person/Group shall be allowed to speak without Interruption up to live (5) minutes maximum time, subject to compliance with applicable meetinn, rules. Questions to the speaker of responses to the speakers questions or comments shall be handled after the speaker has completed his/her comments. Public Participation will be limited to strty (60) minutes time.) 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 individual4f, it will be considered under SPECIAL CALL ITEMS. 001. 1111. CONSENT CALENDAR � L u 1 v A. Minutes. Recommendation: Approve minutes of regular meeting of October 25, 2004, as written. II -A. UB Minutes 10-25-04.doc B. Underground Cable Puller Purchase. Recommendation: Approve purchase of one underground cable puller from Sherman 8: Reilly, Inc. in the amount of $46,650. II -B. Cable Puller Bid Award.doc lye C. City Hall Electric Utility Service Refurbishment. Recommendation: Approve plans and specifications for refurbishing existing electric utility service at City Hall and authorize City Clerk's office to advertise for bids. IIS. Cty IElectncServiu D. Itron's Time -of -Use Billing Software Upgrade. Recommendation: Approve purchase of Itron's MV - 90A time -of -use billing software upgrade; authorize City Manager to sign Professional Services Agreement and Software License Maintenance Agreement; and amend current year budget by $16,500 to pay for upgrade and maintenance service agreement. U -D. Itron MV-90xi purchase 11-04. DOC E. Annexation of Nursery Reservoir Site to Los Angeles Countv Sanitation District No. 22. Recommendation: Approve the Request for Annexation of Parcel 8624-024-092 (Nursery Reservoir Site) to County Sanitation District No. 22 of Los Angeles. 9�° D q' II -E. Annex to O LACoSD.doc 1 California Independent System Operator Annual Transmission Revenue Balancing Account Adiustment f"TRI11 1. Recommendation: Approve the following resolution: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA ESTABLISHING THE TRANSMISSION REVENUE BALANCING ACCOUNT ADJUSTMENT IN ACCORDANCE 1 WITH AZUSA'S TRANSMISSION OWNER TARIFF AND PROVIDING FOR TARIFF SHEET CHANGES TO IMPLEMENT THE ADJUSTMENT. MU -1\\ II -F. TRBAA \V� Resolutimcloc 002 ?, G. Southem California Edison - Kirkwall Substation Construction Work Audit. Recommendation: Authorize staff to conduct cost audit of Edison's construction costs for Kirkwall Substation through Navigant Consulting in amount not -to -exceed $23,925; and authorize City Manager to execute professional agreement. ®> Lai II -G Krkwat Audit.doc H. Software Support Contract with Lund Performance Solutions. Recommendation: Waive formal bids in accordance with Azusa Municipal Code Section 2-523 section C, and approve contract with Lund Performance Solutions in the amount of $15,000 for software support services. D II -H. MUIS Support -Lund Contra - dp.Ge O'l-a Light & Water lackets for Field Staff. Recommendation: Approve purchase of 42 jackets with Azusa Light & Water logo for all field staff from the lowest bidder, Kathco, for a total cost of $12,001.55. Jacket 4�� purr ase.DOCp�(fi L 111. SCHEDULED ITEMS �/ ✓ / A. Materials Exchange Web Service Contract. Recommendation: Approve a three-year contract with Genacom, Inc. for web services; authorize City Manager to execute same contract; and approve budget amendment using AB 939 fees in the amount of $12,000. J III -A. ReUseMax.doc e B. Telecommunications Research Update and Non -Disclosure Agreement with Access Broadband. Recommendation: Consider and provide comments on telecommunications update report; terminate non -disclosure agreement with Aiirmesh Wireless, Inc.; authorize continued dialogue with Wireless Facilities, Inc.; and authorize staff to execute non -disclosure agreement with Access Broadband. III -B. Telecom Update Report.doc C. Meter Strate-gy Request For Proposal. Recommendation: Approve solicitation of proposals for a comprehensive meter strategy study with recommendations. � / III -C. Meter Strategy RFP. DOC D. Colton -Azusa Joint Feasibility Power Generation Study. Recommendation: Authorize staff to participate in joint feasibility study to upgrade an existing power plant located in City of Colton, and ly reimburse same at a cost not -to -exceed $22,500. Generation III-Azu,1 A Generation Study.d a - Y U.�/ / E. Water Rate Adjustment for Miller Brewing Company. Recommendation: Approve the following Y resolution: A RESOLUTION OF THE UTILITY BOARD/CIN COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, APPROVING WATER RATE ADJUSTMENT FOR MILLER BREWING COMPANY, A WISCONSIN CORPORATION. III -E. Miller Rate Adjustirent.doc IV. STAFF REPORTS/COMMUNICATIONS A. Customer Information Service Update I I IV -A. CIS Update (� 5 11-D4.DDC B. Monthly City Yard Renovation Project Status Report IV -B. Moly Report City Yard Renovation C. Monthly Power Resources Update ��---� IV -C. Moly Power Update 11-04.ppt D. Legislative Update IV -D. Legislative Update.ppt E. ,CMUA Legislative Update I IV -E. CMUA Legislative Update.dc aye V -n 4 004 ti F. SCPPA Holiday Luncheon /, �✓J j ®141 N- F. SCPPA Holiday Wncheon.doc V. DIRECTORS' COMMENTS A. December Board Meeting VI. CLOSED SESSION l� A. CONFERENCE WITH LEGAL COUNSEL Government Code Section 54956.9 (b) Utility Transfer to General, FY 2003-2004 B. REAL PROPERTY NEGOTIATIONS (Gov. Code Sec. 54956.8). Address: 16706 East Cypress Street, Covina 91722 Agency Negotiators: Utilities Director Hsu and Assistant to Director of Utilities Kalscheuer Under Negotiation: Price and Terms of Payment C. CONFERENCE WITH LABOR NEGOTIATOR (Gov. Code Sec. 54957.6) Agency Negotiators: City Manager Gutierrez and Human Resources Director Hanson Organizations/Employee: ACEA, AMMA, CAPP, Laborers, Executive D. CONFERENCE WITH LABOR NEGOTIATOR (Gov. Code Sec. 54957.6). Agency Negotiators: City Manager Gutierrez and Assistant City Manager Person Organizations/Employee: Executive, CAPP, IBEW and ACEA E. PUBLIC EMPLOYMENT (Gov. Code Sec. 54957) Title: Human Relations Commission Coordinator VII. ADIOIlRNMENT A. Adjournment. in compliance with the Americans with Dlsabikitkes Act, kfyou need special asskstaixe to partJCA to In a city meeting, please contact the City Clerk at 616-811-5219. Notification three (3) working days prior to the meeting or time when special services are needed will assist staff in assuring that reasonable arrangements c" be made to provide access to the meeting. " 005 CITY OF AZUSA MINUTES OF THE REGULAR MEETING OF THE AZUSA UTILITY BOARD/CITY COUNCIL MONDAY, OCTOBER 25, 2004 - 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, ROCHA, CHAGNON, MADRID ABSENT: BOARD MEMBERS: NONE ALSO PRESENT: Also Present City Attorney Ferre, City Manager Gutierrez, City Clerk Mendoza, Director of Utilities Hsu, Assistant to the Utilities Director Kalscheuer, Assistant Director of Resource Management Tang, Assistant Director of Water Operations Anderson, Assistant Director of Electric Operations Ramirez, Public Benefit Coordinator Reid, Office Specialist Cawte, and Administrative Technician Yang. Public Participation Pub Part None None. The CONSENT CALENDAR consisting of Items II- A through II -K, were approved by motion of Consent Cal Board Member Stanford, seconded by Chairwoman Chagnon and unanimously carried, with the Approved exception of items li- J, which was considered under the Special Call portion of the Agenda. A. The Minutes of the regular meeting of September 27, 2004, were approved as written. Min Appvd B. Formal bidding procedures were waived and the purchase of an on-line residential home Energy Audit energy audit program was awarded to Enercom, Inc. for one-time setup fee of $8,700 and System additional monthly website hosting cost of $325 was approved. Enercom, Inc. 0.06 C. Formal bidding procedures were waived, and the purchase of a conservation education Conservation program was awarded to LivingWise in the amount of $40,332.61. Ed LivingWise D. The contract for the Electric Yard renovation located at 1020 W. Tenth Street was awarded to Elect Yard ABEAM Construction for $1,518,OOO end staff was authorized to amend the Capital Renovation Improvement Project budget in the amount of $867,500. ABEAM E. Specifications for one underground cable puller were approved and the City Clerk's office Specs Cable was authorized to advertise for bids. Puller F. The three year contract for janitorial service was awarded to United Maintenance Systems in United Maint. the amount of $2,110 per month. Sys. Janitorial G. The three year contract for landscape and irrigation maintenance service was awarded to TruGreen Tru Green Lan dCare in the amount of $3,290 per month and approval was given to amend LandCare the budget in the amount of $18,300 to cover added cost. Maint sys H. Project W-194, Cypress Street Water Main Replacement Project was awarded to John T. John T. Mallory, Incorporated in the amount of $687,573.70 and staff was authorized to amend Mallory Capital Improvement Project budget in the amount of $188,000. Cypress St. A Professional Services Agreement for Inspection Services for Project W-194, Cypress Street Inspect Svs Water Main Replacement Project was awarded to Wren & Associates in the amount of Wren & $32,000. Associates SPECIAL CALL ITEM. Spec Call K. Notice of Completion for Capital Improvement Project Water Treatment Plant Entrance Block NOC Wall and Conduit Improvements was accepted and the City Clerk's office was directed to Wtr Treat have said notice executed and have same recorded with the office of the Los Angeles Plant Wall County Registrar -Recorder. Special Call Items Spec Call Items Board Member Hardison requested clarification on item regarding the destruction of three Wells, Hardison asking if it includes the Paramount site listed in item III -C. Director of Utilities Hsu responded Questions stating that it does not include the Paramount site. Moved by Board Member Hardison, seconded by Board Member Stanford and unanimously Layne - carried to accept the assignment of Beylik Drilling's Well Destruction contract to Layne- Christiansen Christiansen. Destroy Wells Scheduled Items Sched Items Assistant to the Utilities Director Kalscheuer provided a power point presentation on a Materials C. Kalscheuer Exchange Web Service which allows communities to promote exchanges amongst Web Service residents/businesses of furniture, toys, clothes, which might otherwise be set out for pick up on Recycling trash day or be taken to a household hazardous waste round up. He demonstrated how the web service would/could be utilized, stating that Genacom is proposing to develop and deploy the exchange functionality within one month, the then operate the service for a 3 -year period at a set up cost for service of $10,000 and an ongoing fee of $350 per month. He stated that the funding would come out of AB 939 funds; he then answered questions posed by the Board Members regarding commercial use, cost, absence of the materials going to landfill, other cities and entities utilizing the service, percentages of internet users and prevention of bogus tonnage boosters. 10/25/04 PAGE TWO 007 Mr. Kaischeuer stated that he would market the service in April as part of Cleaner and Greener Kalscheuer Azusa. Continued Chairperson Chagnon reiterated Board Members concerns as follows: Board Member Stanford Chagnon would like more information from the City of Napa, who currently utilizes the service, and Board Comments Member Rocha wants to know the internet access numbers. She then requested that Mr. Item to IWscheuer come back to the next Utility Board meetingwith that information along with the item Come back to for re -consideration. Next meeting Assistant Director of Resource Management Tang presented item regarding the San Juan Unit #3 B. Tang Firming Arrangement between the City and Third Parties. The contractual arrangement for firming Comments San Juan energy is soon to expire and that staff has reexamined the options for firming San Juan San Juan Unit power commencing January 1, 2005 through December 2005. He detailed the proposals in #3 graph form received from Parties A, B, C, and D and recommended Party C, which was Arizona Public Services (APS) and answered several questions posed by Board Members regarding cost and use. Moved by Board Member Stanford, seconded by Chairperson Chagnon and unanimously carried Firming Agmt to approve the agreement with Arizona Public Services (APS) and authorize the Mayor to execute APS the agreement upon the preparation of the execution copy. Authorization to initiate the process of disposing the property at 275 W. Paramount Avenue. Dispose of Director of Utilities Hsu addressed the issue stating that property was used as a well in the past 275 W. but is currently being used as a storage area. Discussion was held regarding the zoning of the Paramount parcels and possible uses for the site. Moved by Board Member Stanford, seconded by Board Member Hardison and unanimously carried to authorize staff to initiate the process of disposing of Utility property located at 275 W. Paramount Avenue. Staff Rpts Staff Reports/Communications Updates Director of Utilities Hsu advised as part of Status of Projects, that the Sierra Club filed a lawsuit Dir of Util against San Juan Power Plant for air pollution and recently settled. There is a need to remove Update on particulate emissions and the City of Azusa's cost share is two and one-half million dollars with Lawsuit payment to begin 2008; ongoing discussions have been occurring at SCAPPA about this issue and Air Pollution how to fund retrofit work. San Juan The Following items were presented, but not discussed: Monthly Power Resources Update. Monthly Pwr Legislative and Regulatory Update. Legislative Director of Utilities Hsu advised that in January of 2005, there is an event called Capitol Day, Dir of Util which is a two day reception in Sacramento for local elected officials and he will provide Ancmt additional information in the future. Director of Utilities Hsu advised that there are minor changes on the service for customer Dir of Util information billing system. He stated that there will be monthly update on the big projects, such Comments as customer billing system. 10/25/04 PAGE THREE 008 Directors' Comments Dir Cmts Director of Utilities Hsu advised that next months meeting will be held on November 22nd and that Next mtg December meeting will be held on the 28`". Board Member Stanford advised that San Diego is having Financial problems and detailed the Stanford situation. Comments City Manager Gutierrez advised that the County Sanitation District will be having a joint water Gutierrez pollution control tour and will make copies for Board Members. Comments Board Member Rocha advised that his mother is still in intensive care and everyone wished him Rocha the best. He also announced that there will be Veteran's Day Celebration on November 11 th, at Comments 11 a.m. and that they will be honoring fourteen Azusa Veterans. It was consensus of the Board Members to adjourn. TIME OF ADJOURNMENT: 7:31 P.M. SECRETARY NEXT RESOLUTION NO. 04-C84. 10/25/04 PAGE FOUR Adjourn 100 TO: FROM: DATE: SUBJECT: CONSENT CALENDAR HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL JOSEPH F. HSU, DIRECTOR OF UTILITIES_ CW NOVEMBER 22, 2004 REQUEST TO PURCHASE ONE UNDERGROUND CABLE PULLER RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve the purchase of one underground cable puller from Sherman & Reilly, Inc., in the amount of $46,650. BACKGROUND On October 25 2004, the Utility Board/City Council approved the specifications for an underground cable puller and authorized formal bidding. The bid opening was held at the City Clerk Office on November 15, 2004 and the results of the bid opening were as follows: Bidder's Name Amount Notes Sherman &Reilly, Inc. $46,650.00 TSE International, Inc. $41,037.00 Did not meet specifications Hogg & Davis, Inc. -0- Failed to submit bid Although TSE was the lowest bidder, they failed to meet our specifications for the following reasons: 1. We specified a hydraulic system with a 15 Gpm pump and motor that operates at a normal pressure. TSE's unit is a hydrostatic drive type of system that operates at a higher pressure and is more complicated and expensive to repair. 2. We specified a trailer with a total weight between 3,500-4,000 lbs. for our foreman trucks to tow, TSE's unit weighs 7,000 lbs. 3. Most importantly, we specified this unit to have the rear pulling arm to be hydraulically controlled for adjustments during a cable pull. TSE's unit's rear pulling arm is manually controlled using pins, which is too difficult to adjust during a cable pull. Hydraulically controlled pulling arms are not an option with TSE's unit, therefore they do not meet our specs. 010 FISCAL IMPACT Sufficient funds are available in the FY 2005 operating budget, Account No. 33-40-733-960- 7140, reserved for purchase of power operated equipment. Prepared by: Donna Ramirez, Office Specialist 11 0.11 TO: FROM: DATE: SUBJECT: CONSENT CALENDAR HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL JOSEPH F. HSU, DIRECTOR OF UTILITIES NOVEMBER 22, 2004 APPROVE PLANS AND SPECIFICATIONS FOR REFURBISHING EXISTING ELECTRIC UTILITY SERVICE AT 213 E. FOOTHILL BLVD. (CITY HALL) RECOMMENDATION It is recommended that the Utility Board/City Council approve the plans and specifications for refurbishing existing electric utility service at City Hall (213 East Foothill Boulevard) and authorize City Clerk to advertise for public bids. BACKGROUND As part of the Utility's continuing effort to renovate and improve existing City Hall facilities, Azusa Light & Water (ALB.W) set aside some capital improvement funds to refurbish existing old electric utility service located at City Hall, 213 East Foothill Boulevard. In these past few years, new computers, heating & air-conditioning equipment and lighting upgrades have been installed at City Hall, West Wing offices, and Auditorium premises, however, the electric utility service currently serving City Hall was installed many years ago inside an underground vault behind the building. Soon the City Hall's electric utility service will need to be replaced or upgraded before it deteriorates and fails. Moreover, old transformers are no longer stocked in AL&W's supplies inventory. Hence, if the electric equipment and rusted electric panels fail, spare replacements will be difficult to obtain and install within short notice. This preventive and refurbishment project will help ensure the continuity of electric services at City Hall premises. 012 FISCAL IMPACT This Capital Improvement Project has been budgeted this fiscal year and funds are available in Account Number 33-80-000-730-6625/730046-6625. Project cost will be reported at the time the low bid is recommended for approval. Prepared by: F. Langit Jr., PE, Senior Electrical Engineer Hien K. Vuong, PE, Engineering Associate 013 AZUSA SIGHT R WATIR CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES ^`/ DATE: NOVEMBER 22, 2004 V`6 SUBJECT: REQUEST TO PURCHASE ITRON'S TIME -OF -USE BILLING SOFTWARE UPGRADE AND MAKE COMMITMENT TO INCUR INSTALLATION COSTS RECOMMENDATION It is recommended that the Azusa Utility Board/City Council: (1) approve purchase of Itron's MV-90xi time -of -use billing software upgrade; (2) authorize the City Manager to sign the Professional Services Agreement and Software License and Maintenance Agreement; and (3) amend current year budget by $16,500 to pay for upgrade and maintenance service agreement. BACKGROUND The version of Itron's MV -90 used to bill time -of -use customers is DOS command -driven and difficult to use. Because it is not user-friendly we are unable to use the full functionality of the system. Moreover, Itron notified us that they will support this version only through May 2007, as it is being replaced by a new version, MV-90xi, which is a windows platform with a graphical user interface. The new MV-90xi version is menu -driven and has tutorials, graphics, and is easier to use. Enhancements include the ability to e-mail monthly usage graphs to our time -of -use customers with individualized notes. Light & Water intended to budget for this purchase in 2005-06, however, we were recently notified by Itron that the software price of $3,825. will be increasing by $3,500 every six months until it reaches the final price of $12,500. The earlier we buy -in the better cost we will get. While Itron claims the file formats are the same for the current MV -90 and the upgraded MV- 90xi, Azusa Light & Water plans on taking a conservative approach by delaying installation of the MV-90xi until September 2005. This delay is intended to avoid any negative impact on the legacy Customer Information System (CIS) currently in use and to allow a break-in period on the new CIS. 014 During this fiscal year, we request authorization to purchase the MV-90xi software with sales tax and shipping and the required annual maintenance service, along with a compatible server for a total of $16,500. During fiscal year 2005-06, there will be $10,000 in additional costs for installation, training, project management services, travel and per diem for the Itron technician. If this upgrade is approved, these costs will be budgeted next fiscal year. The Professional Services Agreement and Software License and Maintenance Agreement have been reviewed by our attorney. FISCAL IMPACT Total cost impact of this upgrade is $26,500; of this amount, $16,500 is to be incurred this fiscal year, and $10,000 will be incurred during fiscal year 2005-06. Since this project is for metering of electric services rendered, it is recommended that a budget amendment be approved with funding coming from Election Fund 33 fund balance via an allocation to Customer Service. The expenditure account to be amended is 31-40-711-903-6527. Prepared by: Karen Vanca, Assistant Director Customer Care &Solutions 015 CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: NOVEMBER 22, 2004 SUBJECT: APPROVAL OF REQUEST FOR ANNEXATION OF PARCEL 8624-024-902 (NURSERY RESERVOIR SITE) TO COUNTY SANITATION DISTRICT NO. 22 OF LOS ANGELES RECOMMENDATION It is recommended that the Utility Board/City Council approve the Request For Annexation of Parcel 8624-024-902 to County Sanitation District No. 22 of Los Angeles. BACKGROUND The developer of the Monrovia Nursery Property, Azusa Land Partners (ALP), is requesting annexation of its property to County Sanitation District No. 22 of Los Angeles. The Nursery Reservoir site is currently owned by the City of Azusa, but, in the future, the site will be transferred to ALP in exchange for another reservoir site elsewhere in the Monrovia Nursery property. ALP has asked the City of Azusa to request annexation of the Nursery Reservoir site so that, at the time of transfer, ALP will not be required to make another request for annexation for the Nursery Reservoir site. FISCAL IMPACT There is no fiscal impact for this approval. Prepared by: Chet Anderson, Assistant Director of Water Operations Attachments @N- Reso re Annexation LACOSanDist to LACoSD.doc Applic.doc a RESOLUTION NO. A RESOLUTION OF THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA REQUESTING ANNEXATION OF PARCEL 8624-024-902 TO COUNTY SANITATION DISTRICT NO. 22 OF LOS ANGELES. THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. Parcel No. 8624-024-902 is owned by the City of Azusa as a site for its Nursery Reservoir. Said reservoir site is to be transferred at an unspecified time in the future to the Azusa Land Partners in exchange for a site elsewhere within the Azusa Land Partners Monrovia Nursery development. Azusa Land Partners is requesting annexation of its Monrovia Nursery property into the service area of the County Sanitation District No. 22 of Los Angeles and has asked the City of Azusa to request annexation of the Nursery Reservoir site to facilitate the future transfer of the site. Said Request For Annexation to County Sanitation District No. 22 of Los Angeles is hereby approved and the City Clerk is hereby authorized and directed to cause the same to be filed for record in the office of the County Recorder of said County. SECTION 2. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED THIS 22nd day of November, 2004 Cristina C. Madrid, Mayor ATTEST: Vera Mendoza, City Clerk 017 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 22nd day of November, 2004. AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza, City Clerk ()i8 A (03-32) REQUEST FOR ANNEXATION TO COUNTY SANITATION DISTRICT NO. 22 OF LOS ANGELES The undersigned, owners of the property listed in this application, hereby request the Board of Directors to annex said property to said District, and represent that the property is: 1. Contiguous to said District, or if not contiguous, may be drained by gravity to a trunk sewer of the District. 2. Not included in whole or in part in any District formed for purposes similar to those of the District. 3. To be benefited by its inclusion in the District. It is further understood and agreed to by the undersigned that: A. In the event a connection directly or indirectly to the sewage system of said District, from sewers of the property to be annexed is permitted prior to the completion of annexation proceedings, said connection shall be considered temporary and will become permanent only upon final completion of the annexation proceedings. If for any reason the annexation to said District, of the subject property severed by the temporary connection is not completed, said property will be required to disconnect, unless a contract is entered into with the District providing for compensation to the District for off-site sewage disposal services for said property. B. In the event the annexation and proceedings are not completed by reason of any action or inaction of any of the undersigned, all costs and expenses incurred by the District in processing the annexations shall be deducted from any deposit made by the undersigned in payment of the required annexation fees. 0191 PROPERTY IDENTIFICATION SIGNATURE OF OWNER *Print or type name and title below signatures Azusa Land Partners, LLC owned parcels: 8684-022-012, 8608-003-002, 003, 005, 006, 8684-024-041, 042, 043 8625-001-001, 8625-002-002, 8625-004-007, 012, 129, 130 8625-005-014, 018, 019, 8625-008-001,005, 8625-009-011,012, 8625-010-008, 8625-029-005,006 020 PROPERTY IDENTIFICATION SIGNATURE OF OWNER *Print or type name and title below signatures Azusa Light & Water owned parcel 8624-024-902 021 PLEASE NOTE: THESE QUESTIONS ARE ADDRESSED TO THE PROPERTY BEING ANNEXED ONLY, NOT THE CITY OR COUNTY AREA THE PROPERTY IS LOCATED IN. I. JUSTIFICATION A. What are the reasons for the initiation of this proposal? (Be specific): The reason for the initiation of this proposal is to provide sewer service to a new development outside of a current sanitation district. II. GENERAL DESCRIPTION A. Description of proposal location: The property is currently used as a nursery and is located north of Foothill Blvd bounded in general by Pasadena Ave on the west, the San Gabriel Foothills to the North, Azusa/Glendora City boundary on the east and the AT&SF railroad on the south. Sierra Madre bisects the property (Sierra Madre will continue to run through the property in the future). B. ' Major Streets and Highways: Sierra Madre bisecting the property east and west, Foothill Blvd. to the South. C. Proposal Area — Give a detailed description of the proposal area and what is consists of (e.g. Existing commercial corridors, residential communities, existing redevelopment area, public utility right-of-way, relevant structures, etc.) The property is currently agricultural land, used for nursery operations. There are residential neighborhoods on the east, west and south sides with an open space area (San Gabriel Mountains) to the north of the project site. D. Land Area: The total land area being annexed will be verified with the district. E. General description of topography: The site falls from north to south with the northerly 1/3 of the site being steep mountainous terrain. The remainder of the site is gentle sloping with an average gradient of 5% as it falls to the south. F. Describe physical boundaries (rivers, mountains, freeways, etc.) and natural boundaries of the subject territory: The northerly portion is bounded by the foothills of the San Gabriel Mountains. The westerly portion is bounded primarily by existing residential units. The southerly portion is bounded by the AT&SF railroad, the Azusa -Pacific University and some residential units. The easterly portion is bounded by the City of Glendora and the City of Azusa boundary and some existing residential units. III. SOCIAL FACTORS A. Population (please see note at the top of this page) 022 1. Total population in subject area (within the parcel to be annexed only): The parcel is currently developed as a nursery with no residential units located on the property at this time. 2. If the proposal includes development, what is the estimated population of the proposed area? The project was approved for a maximum of 1,250 dwelling units. Assuming a 3.5 capita/unit equates to 4,375 capita. The project includes a K-8 school. 3. Number of registered voters (indicate the source of information): Currently the property is being used as a Nursery therefore there are no permanent residents located on the property. 4. Estimated population increase in the subject area within the next ten years: Within the subject area the project has a cap of 1,250 units, no additional units are proposed and consequently there would be no increase in population beyond that estimated in item 2 above. B. Housing 1. Number and types of existing dwelling units in the subject area (indicate source of information): Currently there are no dwelling units on the property. 2. Estimated increase in dwelling units in the subject area within the next ten years: 1,250 dwelling units are proposed. Approximately 600 units are proposed as single family detached and the balance of 650 units could consist of a mix of detached town homes or stacked flats. IV. LAND USE A. What is the present land use? 1. In the subject area: Nursery/Agricultural Use 2. In the surrounding area: There are residential neighborhoods surrounding the site, a university (Azusa Pacific) and some commercial to the South of the property. B. What are the existing zones in the subject area? The zone of the property has been changed from agricultural to Monrovia Nursery Specific Plan which comprises several densities of residential zoning and a small portion of commercial zoning. C. Describe any proposed change in land use and/or zoning related to this proposal: The new zoning for the property has been approved therefore the agricultural zoning that used to be on the parcel has changed to residential and commercial by the City. D. Is the proposal consistent with city or county general plans, specific plans, and other adopted land use policies? Approval of the project included a specific plan, zone change, general plan amendment and EIR. E. Does this proposal involve development of property? 023 1. Type of development proposed: Residential with both multi family and low density residential and one parcel that will contain about 50,000 square feet of commercial property. 2. If commercial or industrial development is proposed, describe the project to include type of business or industry to be located on the site (include square footage). At this point the type of commercial uses that will be on the property are unknown however the approximate size of the commercial development will be approximately 50,000 square feet. 3. If residential development is proposed, indicate type (single-family, apartment, etc.), number of units, and the number of dwelling units per acre: Approximately 600 single family units with an estimated 5 units/acre and approximately 650 multi -family units with densities in the range of 12-36 units/acre. 4. At what stage is the proposed development (include permits, license, etc., which have been issued to date and what remains to be accomplished in this project)? The project has a certified EIR, approvals for zone change, specific plan, and vesting tentative tract map. No grading or improvements have begun. Site has nursery operations ongoing. 5. What effect would denial of this proposal have on the proposed development? Denial of this annexation would be detrimental to the viability of the project. 6. What other government services will be required for the development, which are not now available? None known. 7. Are there any agricultural or open -space lands within the proposal area? What is the effect of this proposal on agricultural or open -space lands? The project was owned by Monrovia Nursery and is currently operating as a Nursery. The nursery operations will move off in stages beginning January 2005. Existing open space areas on the northern portion of the site will remain as identified in the project EIR. V. ENVIRONMENTAL DATA A. Indicate what action, if any, has been taken pursuant to the California Environmental Quality Act: An Environmental Impact Report has been adopted. (Submittal includes 5 copies each of the Final EIR and the Notice of Determination approved by a City or County Regional Planning Commission.) 024 ara�M1 - CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES, DATE: NOVEMBER 22, 2004 v p SUBJECT: CALIFORNIA INDEPENDENT SYSTEM OPERATOR ANNUAL TRANSMISSION REVENUE BALANCING ACCOUNT ADJUSTMENT ("TRBAA") FILING RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve the attached resolution authorizing staff to prepare and file the annual TRBAA filing with the Federal Energy Regulatory Commission ("FERC") related to City's participation in the California Independent System Operator's ("CAISO") market as a Participating Transmission Owner ("PTO"). BACKGROUND The City became a PTO in the CAISO market as of January 1, 2003. Pursuant to the current CAISO Tariff and City's Transmission Owner's Tariff, the City is to track on an annual basis the recovery of certain transmission revenues in a TRBAA account. Any under collection or over collection of the revenues in the current calendar year is to be collected from or refunded to the CAISO in the immediately following calendar year. The City is required to make an annual filing with the FERC detailing the calculations of under collection or over collection of revenues as determined through the September 30 transaction date of each calendar year. Staff has made preparatory calculations and will finalize the filing upon receipt of the remaining revenue data from the CAISO by the end of November. The attached Resolution authorizes the staff to file the TRBAA annual filing once it is finalized. FISCAL IMPACT Staff estimates that the City over collected about $25,600 in certain CAISO transmission revenues for the period of July 1, 2003 through June 30, 2004. Such over collection will be 025 returned to the CAISO market in the form of a reduction in the transmission revenue requirement for collections during calendar year 2005. Since TRBAA account represents a true -up of transmission costs vs. revenues, its financial impact to the Light Fund is neutral. Prepared by: Bob Tang, Assistant Director of Resource Management Attachment: TRSAA RES_2005_LINE_Rev 02G 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 28 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA ESTABLISHING THE TRANSMISSION REVENUE BALANCING ACCOUNT ADJUSTMENT IN ACCORDANCE WITH AZUSA'S TRANSMISSION OWNER TARIFF AND PROVIDING FOR TARIFF SHEET CHANGES TO IMPLEMENT THE ADJUSTMENT WHEREAS, the City of Azusa is a Participating Transmission Owner ("PTO") with the California Independent System Operator ("ISO") and the Federal Energy Regulatory Commission ("FERC") has approved its Transmission Owner Tariff ("TO Tariff"); and WHEREAS, the City of Azusa TO Tariff provides for periodic recalculation of the Transmission Revenue Balancing Account Adjustment ("TRBAA") which is a ratemaking mechanism designed to ensure that all Transmission Revenue Credits are flowed through to transmission customers; and WHEREAS, on September 23, 2002, the City Council of the City of Azusa adopted Resolution No. 02-C101 establishing Ithe TRBAA for calendar year 2003 and the City made its TRBAA filing on October 18, 2002 in FERC Docket No. EL03-14; and WHEREAS, the FERC issued its decision on December 23, 2002 as clarified on February 6, 2003, accepting the City's filing, subject to refund, effective January 1, 2003 and referencing that all PTOs, including the City, will make another TRBAA recalculation effective January 1, 2004, in accordance -1- 027 1 2 3 4 5 6 7 s 9 10 11 12 13 14 15 16 17 is 19 20 21 22 23 24 25 26 27 2s with the terms of the ISO Tariff as amended as a result of FERC's acceptance of ISO Amendment No. 45; and WHEREAS, on November 24, 2003, the City Council of the City of Azusa adopted Resolution No. 03-C99 establishing the TRBAA for calendar year 2004 and the City made its TRBAA filing on December 12, 2003 as revised on February 20, 2004 in FERC Docket No. EL04-35; and WHEREAS, the FERC accepted City's calendar year 2004 TRBAA filing on April 19, 2004; and WHEREAS, the TRBAA filing will need to be made with the FERC by early December upon the receipt of ISO settlement statement information through September 30, 2004 and the preparation of the calculations to determine the TRBAA; and WHEREAS, the staff has performed the preparatory calculations for the period of October 1, 2003 through September 30, 2004. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY of AZUSA AS FOLLOWS: SECTION 1: The City Council of the City of Azusa hereby finds and determines that the recitals contained hereinabove are true and correct. SECTION 2: The City Council of the City of Azusa hereby authorizes the staff to file the required TRBAA filing with the FERC upon the completion of all necessary verification and validation of the ISO settlement statement data consistent with the requirements as specified in the ISO Tariff and TO Tariff. -2- 6 1 2 3 4 s 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 2s 26 27 28 SECTION 3: The City Clerk of the City of Azusa shall certify to the passage of this resolution, and thereupon and thereafter the same shall be in full force and effect. PASSED, APPROVED, AND ADOPTED this 22th day of November, 2004. CRISTINA CRUZ MADRID, Mayor (ATTEST: 0 IVERA MENDOZA, City Clerk APPROVED AS TO FORM: Im Best Best & Krieger LLP City Attorney -3- n -q 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 28 I HEREBY CERTIFY that the foregoing Resolution No. 04 - was duly adopted by the City Council of the City of Azusa, at a regular meeting thereof, held on 22th day of November, 2004 by the following vote of the Board. AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: Vera Mendoza, City Clerk -4- 030 CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES ^,' DATE: NOVEMBER 22, 2004 w\ QC SUBJECT: AUTHORIZATION TO ENGAGE THE PROFESSIONAL SERVICES OF NAVIGANT CONSULTING TO CONDUCT A COST AUDIT OF SOUTHERN CALIFORNIA EDISON KIRKWALL SUBSTATION CONSTRUCTION WORK RECOMMENDATION It is recommended that the Azusa Utility Board/City Council (1) authorize the staff to engage Navigant Consulting through a Professional Service Agreement to conduct a cost audit of Edison's construction costs for the Kirkwall Substation at a not -to -exceed cost of $23,925, including 10% for contingencies; and (2) authorize the City Manager to execute the professional services agreement once prepared. BACKGROUND As part of Kirkwall Substation project, the City advanced $5,650,000 to Edison for the construction of (a) new 66 kV switchyard; (b) reconductoring of one existing distribution' line and building one new distribution line; and (c) other ancillary distribution system upgrade work related to the project. Pursuant to the terms and conditions of the Kirkwall Substation Letter Agreement dated May 28, 2003 as further memorialized in the Kirkwall Substation Offer of Settlement dated October 1, 2004, the City has the right to audit the costs incurred by Edison within 180 days from the date Edison provides the final cost reconciliation currently anticipated to be November 15, 2004. 03 Staff solicited proposals from professional consulting firms experienced in large engineering project audits to assist the City in the audit work. Two proposals were received and evaluated: Navigant Consulting: $21,750 Pacific Construction Consultants: $24,900 Based on staff's evaluation, Navigant's proposal is the better of the two based on (a) knowledge of the engineering project auditing; (b) cost; and (c) the close location of the auditors facilitating the coordination efforts. FISCAL IMPACT Funds are available in FY 04-05 transmission account to pay for the cost of audit. Prepared by: Bob Tang, Assistant Director of Resource Management 032 CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: ANN GRAF GAYNOR, INTERIM DIRECTOR OF INFORMATION TECHNOLOGY DATE: NOVEMBER 22, 2004 SUBJECT: SOFTWARE SUPPORT FROM LUND PERFORMANCE SOLUTIONS RECOMMENDATION It is recommended that the Utility Board/City Council: 1. Waive formal sealed bids in accordance with Azusa Municipal Code Section 2-523 section C, no competitive market, which allows for acquisition of proprietary services that can only be provided by one source. 2. Approve of a contract with Lund Performance Solutions, in the amount of $15,000.00, for software support services, subject to any changes made by the City Attorney. BACKGROUND In order to adequately maintain and support our existing Customer Information System during the period of conversion to a new Customer Information System, it has become critical to retain a consultant with the level of expertise that will allow us to mitigate any software problems. Services provided by Lund will be as follows: 60 hours of consulting time to be used between the periods of December 2, 2004 through June 30, 2005. If all these hours are not utilized maintaining the MUIS system, an area has been identified where Lund's service will be beneficial --in the archival of the MUIS data from the HP3000. FISCAL IMPACT Sufficient funds are available in the Information Technology Department's FY 2005 operating budget in the division that supports the Utilities, under account 48-49-942-000-6493. Prepared by: Ann Graf, Interim Director of Information Technology 033 CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: NOVEMBER 22, 2004 v �' SUBJECT: REQUEST TO PURCHASE JACKETS FOR FIELD STAFF RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve (1) the purchase of 42 jackets with Azusa Light & Water logo to be worn as part of the uniform in cold or inclement weather for all field staff and (2) purchase the jackets from the lowest bid vendor, Kathco: BACKGROUND Currently Azusa Light & Water field employees wear their own personal jackets in cold or inclement weather. The jackets lack similarity and identification of Light & Water. This can cause confusion for customers who may have concerns about the unidentified person(s) on or near their property or who may be contacting them in person in response to a call of "lights out" or "water leak" during non -business hours. This issue can be resolved by adding an outer jacket with the Light & Water logo to the uniform. Employees will be authorized to wear the jackets only when wearing their uniforms. We went out for bids for jackets that will closely match field uniform colors, have a zip out liner, and a hood. The liners and hoods will keep field employees appropriately comfortable as the weather changes. Field staff had an opportunity to try on various style jackets to determine which ones will be more comfortable when performing their work. Light & Water recommends selecting lowest price bidder, Kathco. FISCAL IMPACT Total cost of $12,001.55 has been budgeted as follows: Account # 33-40-735-880-6201 - $4,242.57 Account # 32-40-721-795-6201 - $4.909.91 Account # 31-40-711-902-6201 - $2,849.07 Prepared by: Karen Vanca, Assistant Director Customer Care & Solutions 034 AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES<S j DATE: NOVEMBER 22, 2004 SUBJECT: CONTRACT FOR MATERIALS EXCHANGE WEB SERVICE RECOMMENDATION It is recommended that the Azusa Utility Board/City Council: (1) approve of a three-year, agreement with Genacom, Inc., for web services which would add a Materials Exchange function to Azusa Light & Water's website; (2) authorize City Manager to execute contract with Genacom; and (3) approve of a budget amendment using AB 939 fees in the amount of $12,000 to pay Genacom, Inc. for web services during remainder of this fiscal year. BACKGROUND This is a continued item from last Utility Board meeting. At last month's meeting, three questions were posed by Utility Board Members in consideration of a proposal by Genacom, Incorporated, to provide a web service to the Utility which would allow residents and businesses to exchange reusable items amongst themselves. The questions and responses are provided below: What is fund balance of our AB 939 fund? Current fund balance in this account is about $107,700; this figure takes into consideration fund balance for 2002-2003, plus year end balance for fiscal 2004, and year-to-date revenues/expenses. What do other cities or customers think about Genacom's web services? Three of Genacom's customers were contacted by staff: City of Napa, City of Santa Clarita and a non- profit organization named Ecology Action of Santa Cruz. Two of these customers have been working with Genacom for about 1 '/z years, and the other for about 7 months. Each provided a generally favorable rating of Genacom's performance and all said they would use Genacom again for the same service. While the City of Santa Clarita has not publicly launched its service, it's testing has been positive and Santa Clarita rated Genacom's technical staff at a 10 on a scale of 1 to 10 with 10 being best. 035 How many Azusa residents have internet service? Since we began studying telecom services, there have been many who have questioned whether Azusa residents use the internet as much as residents in other cities. However, according to RW Beck, who conducted a statistically representative survey of Azusa residents in October 2002, about 58% of Azusa residents have internet access in their home. This is above the national average according to the U.S. Department of Commerce report Understanding Broadband Demand —A Reviewof Critical Issues, issued in September 2002, which reports that 52% of U.S. households had Internet access as of December 2001. Additional information is attached from RW Beck's report to the City, including information on business internet usage in Azusa. Again, the set up costs for this service is $10,000 and the ongoing fee is $350 per month. As an added incentive, Genacom is offering to reduce the cost by $1,000 if the service can be launched by January 14, 2005. To see a sample of how this service works, go to http://www.napamax.orWdefault.asp, http://www.promax.or¢, or hhttp://reusemax.genacom.com. Genacom's proposal has been reviewed by our IT Department and Athens Services and both are fine to proceed as proposed; City Attorney has reviewed and approved professional services agreement. FISCAL IMPACT The total cost for this service would be about $21,600 over three years, or $1 1,100 during the remainder of this fiscal year and $10,500 over the remaining 29 months of the contract. It is proposed that AB 939 fee revenues be used and that accounts 28-40-750-065-4450 (revenue) and 28-40750-065-6625 (expense) be amended by $12,000. Prepared by Cary Kalscheuer, Assistant to the Director of Utilities Attachments: 9 RWBeckReport.pdf Azusa Incentive ProfSvcAgreerrent-G Proposal.doc enacomdoc 036 ■ Sixty-five percent of the households have a home computer with a modem. Eighty-nine percent of those with a computer report having access to the Internet, which translates to 58 percent of all respondents having Internet access in their home. This is above the national average according the a U. S Department of Commerce (Commerce Department) report Understanding Broadband Demand -- A Review of Critical Issues, issued in September 2002, which reports that 52 percent of U. S. households had Internet access as of December 2001. ■ Among all consumer respondents, one-third of the households (32 percent) report having dial-up access, eleven percent say they connect through a cable modem and 10 percent report having DSL service. This level of penetration of high-speed access is slightly above the national average and reflects a higher level of DSL usage than average. According. to the Federal Communications Corporation (FCC) report released in July 2002, 11 million households and small businesses 5-4 R. W. Beck R\006169`D .010131Phase 3 RcWI\Phase.3.Dn(t-Final-Report\Task-5.dec 3117M QUANTITATIVE RESEARCH subscribe to high-speed lines, with cable being the dominant player with approximately 64 percent market share. Computer Ownership and Internet Access Almost two-thirds of the households surveyed have a computer in their household (65 percent). Table 5-3 summaries difference in computer ownership by various sub- groups. ■ Prevalence of computer ownership increases with income and education. Eighty- two percent of those with a household income between $60,000 and $99,000 and 84 percent of those with incomes over $100,000 have a computer in the home, compared to 52 percent of households with an income of less than $30,000. ■ Seventy-eight percent of respondents with a college degree or more education report owning a computer, compared to 36 percent of those who have not completed high school. ■ Computer ownership is also related to age. Respondents over 65 years of age are less likely than their younger counterparts to own a computer. ■ Incidence of computer ownership is also higher among households with children than among residents without children in the home. 7 00 M 0% I . Local phone Internet Access Monitored Security Data lines (WANor Cable N at work provider -Verizon I . Service I LAN) Figure 5-1: Current Services Among Businesses Internet Access Companies in Azusa appear to be progressive in terms of their Internet usage, with 85 percent reporting Intemet access and the majority of firms having dedicated access. ■ Among all businesses, just over one-half (52 percent) have dedicated access, that is a line dedicated to Internet usage and not used for other functions such as voice or fax. Thirty-two percent have dial-upservice over a regular telephone line. ■ Of those who report having dedicated access, approximately one-quarter have DSL service (23 percent) and four percent have cable modem service. Another 12 percent indicate they connect at 56-K or slower meaning it is likely that they have a dial-up line that is reserved for Internet usage and 44 percent were not sure of their connection speed. The remaining 18 percent indicate they connect at a 5-2 R. W. Beck H900416TO2.010131Phase 3 RetaillPhase-3-Draft-Final-Repon\Taask-5.doc 3117103 QUANTITATIVE RESEARCH variety of speeds between 256-Kpbs and 1.544-Mbps (T-1). Therefore, a total of 45 percent of business who report having dedicated Internet access are able to articulate that they have high-speed connections, across the entire market this translates to 24 percent of the business market in Azusa with high-speed connections. ■ One-quarter of the businesses with Internet access (25%) use Verizon as their Internet Service Provider. EarthLink and AOL also have significant shares of the business market, as shown in Table 5-1. Table 5-1 Internet Service Provider Verizon 25% EarthLink 22% AOL 16% MSN 5% Charter Communications 5% Other (various) 27% Verizon has a larger share of dedicated customer base, while AOL is more dominant among dial-up users. a Azusa Incentive Proposal 041013 Dear Cary Kalscheuer, This is an incentive offering by Genacom Inc., service provider of the ReUseMAX On- line Materials Exchange. Genacom has the capability to set up, test, launch, and Intemet test, and have ready for public use, the ReUseMAX Exchange in about 4 weeks. Most of the additional schedule is based on the time for a client to get their internal project committee to send us the required files and to accept each stage of the development. We have found that our clients whom we offer a financial incentive to accelerate our standard program Workplan and Schedule of Performance Milestones, tend to participate in launching their project in a shorter time period. Therefore, based on an acceptance date of November 29th, 2004, and a "ready for public use on the Intemet' date of January 14th, 2005, we are offering a one thousand dollar ($1000.00) discount in the set up fee for the ReUseMAX Exchange provided we receive the logo, color palette, content, or Client Specifications for layout of User Interface, by December 3a`, 2004. Note: as in the demonstration, all of the content management fields are set up to be added, edited, or deleted by the client at any time. We look forward to working with you on this important program. Please acknowledge receipt of this Incentive via email. Best Regards Greg Weinerth ReUseMAX Program grclZ@genacom.com 888-615-3573 707-226-7000 049. CITY OF AZUSA PROFESSIONAL SERVICES AGREEMENT 1. PARTIES AND DATE. This Agreement is made and entered into this 22nd day of November, 2004 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 Genacom Inc. a California Corporation, with its principal place of business at 1734 Suite D, Jefferson Street, Napa, CA 94558 ("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 Internet based Material Exchange, design, database, and hosting services to public clients, is licensed in the State of California, and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render such services for the Azusa Light and Water, On -Line Materials Exchange project ("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 On -Line Materials Exchange consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. RVPUBWGS\544364 042 3.1.2 Term. The term of this Agreement shall be from November 22, 2004 to November 30, 2007, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. � 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to 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: David Northcutt, Ken Fitch, Greg Weinerth. RVPUBWGS\544364 2 043 3.2.5 City's Representative. The City hereby designates Cary Kalscheuer, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant hereby designates David Northcutt, President, 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, RVPUB%NGS\544364 3 044 Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2.10 Insurance. 3.2.10.1 Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to the City that the subcontractor has secured all insurance required under this section. 3.2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subcontractors. Consultant shall also require all of its subcontractors to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage: (A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Workers' Compensation and Employer's Liability: Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance. (B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Workers' Compensation and Employer's Liability: Workers' Compensation limits as required by the Labor Code of the State of California. Employer's Liability limits of $1,000,000 pet accident for bodily injury or disease. 3.2.10.4 Insurance Endorsements. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by the City to add the following provisions to the insurance policies: (A) General Liability. The general liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insured with respect to the Work or operations RVPUBWGS�544364 El 045 performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (B) Automobile Liabilitv. The automobile liability policy shall be endorsed to state that: (1) the City, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects the City, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant's scheduled underlying coverage. Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant's insurance and shall not be called upon to contribute with it in any way. (C) Workers' Compensation and Employers Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Consultant. (D) All Coverages. Each insurance policy required by this Agreement shall be endorsed to state that: (A) coverage shall not be suspended, voided, reduced or canceled except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City; and (B) any failure to comply with reporting or other provisions of the policies, including breaches of warranties, shall not affect coverage provided to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.5 Separation of Insureds: No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to the City, its directors, officials, officers, employees, agents and volunteers. 3.2.10.6 Deductibles and Self -Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. Consultant shall guarantee that, at the option of the City, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its directors, officials, officers, employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses. RVPUBWGS\544364 5 MM 3.2.10.7 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating no less than A: VIII, licensed to do business in California, and satisfactory to the City. 3.2.10.8 Verification of Coverage. Consultant shall furnish City with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to the City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf, and shall be on forms provided by the City if requested. All certificates and endorsements must be received and approved by the City before work commences. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. 3.2.11 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 measures. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed Ten Thousand Dollar ($10,000.00) set up and Three Hundred and Fifty ($350.00) per month without written approval of City's Representative. 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. RVPUB\NGS'544364 3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any 0 AY47' expenses unless authorized in writing by City. 3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, 'Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination. City may, by written notice to - Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause: 3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15), days of the request. 3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices. All notices permitted or required under this 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: RVPUB'NGS1544364 7 10 Consultant: Mr. David Northcutt Genacom Inc. 1734 Suite D, Jefferson Street Napa, CA 94558 City: Mr. Cary Kalscheuer Assistant to the Director of Utilities Azusa Light and Water City of Azusa 213 East Foothill Blvd. Azusa, CA 91702-1295 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 I RVPUBWGS�544364 8 049 purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action. 3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City, it 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. RVPUBWGS044364 05 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 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 RVPUB\NG5%544364 10 051 solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 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. RVPUBWGS\544364 11 052 CITY OF AZUSA L-32 Date: Attest: Julie Gutierrez City Manager City Clerk Approved as to Form: Best Best & Krieger LLP City Attorney Date: RVPUBINGS%544364 m Date: 12 GENACOM INC. David Northcutt President 053 ExIIIBIT "A" SCOPE OF SERVICES REUSEMAX SOFTWARE ReUseMax is an On -Line Materials Exchange Software package, consisting of a web enabled user interface and a dynamically driven -active page database that resides on a web server that is linked to the Internet. The Standard features and functions include: USER INTERFACE Browsers Browsers can enter the Exchange and view listings. Once they see an item listed as available that they wish to receive, or if they have an item that is wanted by a registered user that they want to provide, then they need to become a Registered User to complete the exchange. Registered Users Registered Users can list items to be approved by a Moderator prior to launch to the Internet. Registered Users can list items they want to receive that will be approved by a Moderator prior to launch to the Internet. Registered Users must complete a minimum of three fields to become a Registered User, email address, which is their user -name, and the password twice. Listings Listings are materials Available that someone else may want to reuse. Listings are materials Wanted that someone else may want to discard. Some materials may be free of charge and some may have a price posted or unposted, depending on the Client. Listing Forms Listing forms include material categories that model after the CalMax categories. Weight, the weight of the material is recorded at the time of the listing. If someone does not know the weight, a weight table is provided to assist in the estimate of the weight. Photo, a photo of the listed item may be posted for view. Exchanges Exchanges occur when one registered user asks to contact another registered user to exchange material. At that point, the Requesting Registered User authorizes giving their contact information to the Listing Registered User. The Listing Registered User receives an email with the contact information for the Requesting Registered User and then the two parties make personal contact via email or telephone to make arrangements to exchange the material. RVPUBWGS\566364 A-1 054 Pending Exchanges Once the email is sent to the Listing Registered User, the material is taken off the available list and the web and moved to the Pending Exchange file. **Two weeks after the material is in the Pending Exchange file, the Listing Registered User receives an automatic email with a link back to the lasting with a request to: a Confirm the Exchange and move the listing to completed exchange file. b Keep the exchange as Pending as arrangements have been made for the exchange, but not completed. c Confirm a partial exchange of material and edit the existing listing to reflect the balance of the material that is then re -posted as a listing. d Confirm the Exchange has not occurred and delete the listing. Confirmed Exchanges Once the Listing Registered User confirms an exchange, the weight of the material exchanged is recorded and available in the Reports. ADMINISTRATIVE DASHBOARD The Client has access to the Administrative Dashboard via a login and password. Permissions The Client may have up to three levels of permissions to their staff for access to the Administrative Dashboard: Read Only: View only Dashboard, back office and reports Moderation: Post content management articles. Confirm listing content is appropriate for Internet and approve and Post listings. Reports View, Post, Confirm, Approve, and Compile and print dynamic reports The Standard license allows up to 10 people to have permissions. Approval All listings are reviewed and approved by a Client Moderator prior to posting to the Internet. If the listing is appropriate, approval is a one -click process. If the Client Moderator chooses to edit the listing, it is to their discretion regarding internal policies. Content Management Standard services include 10 navigation buttons of internal links to content management for such categories as: Newsletters, Events, FAQ, Resources, About Us, Register, Sponsors, Testimonials, Local Recycling Info, and My Profile. Client may rename any of these categories. Categories ReUseMax is set up based on the 15 Parent Categories for material types. Client, at their option, may add subcategories to these 15 Parent Categories. RVPUBWGS\544364 /M 055 Exchange Listing This is a list of the Approval Status of each listing. At a glance the Reports Permission can view the status of each listing. This also allows the Reports Permission to view the individuals performing exchanges to see their listings and measure their level of participation with the exchange. System This is the dynamic database of all listings, content, materials categories, weights, and status of exchanges. The person with the Reports Permission can compile any type of report, for any date/time period from the beginning date of the exchange to the present date. This includes the records of the total tonnage of diverted material for AB939 reporting. Import / Export to XML, CSV This allows the Export of Reports from System above to an Excel Spreadsheet via a Comma Separated Value (CSV) file. This also allows the import and export of data and listings from other ReUseMax materials exchanges. This import / export function is intended for adjacent cities or counties that have ReUseMax licenses to import and export listings to and from each other. Note: Adjacent cities and counties must set up their own agreements to import and export data and listings, and ReUseMax will facilitate that data exchange at an additional fee. See Program Schedule. Note: Currently, most other exchanges are not dynamic and do not collect information in the data -fields comparable to ReUseMax and therefore, importing data from other exchanges must be done manually by the Moderator. CUSTOMIZATION OF REUSEMAX EXCHANGE SOFTWARE TO CLIENT SPECIFICATIONS Logo and Color Palette Included in the Standard license is an adaptation of the Client's logo and color palette to the User Interface of the Materials Exchange. Note: On bottom of each page of Exchange, ReUseMax reserves the right to have an active link that says "Powered by ReUseMax" with the ReUseMax logo. This will be an appropriate size to flow with the look and feel of the page. Initial Set Up Initial set up includes Client providing to ReUseMax all content for Content Management, links, configurations, graphics, photos, and visual images to be part of the original launch of the Exchange. Any proposed schedule is based on the assumption that all Client approved materials are presented to the ReUseMax Project Manager at once. RVPUBWGS\544364 A_3 056 Header / Footer A custom Header and Footer that may be required by municipality policies regarding websites is included in the Standard set up fee as long as it is included in the original content files at the time for the Initial Set.Up of the Exchange. Subsequent Header and Footer additions are considered a service fee. Testing ReUseMax performs a thorough review and test of each new Exchange while on our staging servers and prior to launch to the Internet. This is a team effort. We encourage the Client to have several people to simultaneously review and test the Exchange so we can make all edits and technical corrections prior to and soon after launch. WEBSITE HOSTING OF REUSEMAX EXCHANGE SOFTWARE Hosting on ReUseMax Servers ReUseMax is hosted at Verio Web Hosting. ReUseMax is hosted on the Internet on our own servers at a Verio shared hosting and co -location facility. Verio is a Tier One Internet provider. It is the worlds largest web hosting company with many redundant and back up systems to keep the website continuously on-line. Since the ReUseMax Application Service is not on municipal servers, or behind their firewalls, there are no issues of programming languages, protocols or security that will interfere with the existing Municipal systems. You can get more Verio hosting information at www.verio.com. TECHNICAL UPDATES The ReUseMax Team is continuously finding new and better ways to implement the technology of this Materials Exchange. On a regular basis we will provide these updates to all of our Client Exchanges at one time. Whenever we do this we will give you prior notification, and inform you what the Update is, and how it will benefit your Exchange. We normally perform these Updates around midnight so as not to interfere with higher traffic times of the day. These are included in the licensing agreement. RVPUBWGS\5"364 A-4 057 ExHHtIT "B" SCHEDULE OF SERVICES WORKPLAN AND SCHEDULE OF PERFORMANCE MILESTONES Schedule begins the Week following receipt of the signed agreement with the Client. Schedule Week One Kickoff Conference Call Week Two Receive from Client all Designs, Logos, Color Palettes, Content, Programming Modifications to ReUseMax Exchange to conform to Client Specifications. Week Three Customer Accepts Visuals of Exchange Week Four Completion of Programming Modifications to ReUseMax Exchange to conform to Client Specifications. Customer Acceptance of Programming Modifications Week Five Begin Testing Week Six Complete Testing, Customer Acceptance, Week Seven Soft Launch to Internet. Week Eight Test on all platforms on the Internet, Ready for Public Use on Internet Week Nine Client Enrolls everyone in Municipal Offices, employees, to begin using site (and assist with site application on line, with full operation) Week Ten Starts placing ads for promotion program for community. Weekly conference calls for entire project will be arranged at Kick Off Conference Call. Projects are all performed via email, database postings, telephone, and telephone conference calls. Site visits to the clients are not included in this scope of work or in cost estimates. 9 ;s EXHIBIT "C; COMPENSATION FEE FOR SERVICES All Setup Services noted in above Scope of Work including Software and Customization: $10,000.00 Monthly fee includes Software Licensing, Internet hosting, updates and upgrades to the Exchange, and one hour of monthly technical support. 350.00 Payment Terms: 50% deposit with (at end of Week 2) Authorization and Purchase Order 25% at the beginning of Testing 25% upon Ready for Public Use on Internet, net 10 days. Monthly Fee, payment by agreed upon method of both accounting departments. This completes the Scope of Work and Fees for this Agreement. ADDITIONAL SERVICES Additional services, modular upgrades and fees are provided on the attached Excel spreadsheet which may be updated from time to time. Accepted and Agreed CITY OF AZUSA Julie Gutierrez City Manager Date: RVPUBWGS�544364 LE Date: C-1 GENACOM INC. David Northcutt President 059 EXHIBIT "D" ADDITIONAL SERVICES ReUseMAX On -Line Materials Exchange Schedule of Services Component Description Initial Setup & Hosting Initial Setup Database Sharing Interactive Database Monthly License Site Planning Site Marketing Analysis & Plan RVPUSNNGS\544364 $10,000 Greg Weinerth greg@ReUseMAX.com 888-615-3573 707-226-7000 Notes Service Description $350/Month The Primary seat is the seat mechanism all Cities and Regions report through. Primary setup includes incorporating identity of the client into the web site, and making all relevant links appropriate. Monthly fee includes Software Licensing, Internet hosting, updates and upgrades to the Exchange, and one hour of monthly technical support. These are performed on an ongoing basis, and client's are notified in advance of the updates being applied. $75/Month Provides the ability for the Client to share listings from surrounding communities. 2,500 This consulting package provides for a thorough review of all marketing strategies available and the implementation of a plan of action moving forward. This includes: - Local Internet Marketing - Marketing to the Construction and Demolition - Marketing to the community - Marketing to the business and service organizations - Establishing contests throughout the year From these efforts ReUseMAX will provide you with a plan and costs associated with it for proper implementation. Dynamic Content Dynamic ReUseMAX provides a wide range Includes the functionality for of web site design services to upgrade the basic look & feel of your Design MAX site. Design - Included Client provides logo, color palette, 5 Standard graphics, and links from their site to Listing the Exchange. New Web $2,500- ReUseMAX will provide the client Design with 7,500 with Project Management and Supporting Design services to create a separate Graphics look and feel from the standard MAX site. Membership This can include a new look and feel Provides an area for a member to or matching with an existing web site. Range based on: the information that will be displayed - Level of design - Compliance with state & local web standards Dynamic Content Dynamic Included Includes the functionality for Home Page adminstrator to post, edit and delete Functionality all content categories listed here. Exchange Included Provides the core functionality that Listing allows members to post listings and Functionality for visitors to the site to browse the listings as well as the process of exchanging a listing. Membership Included Provides an area for a member to Functionality add or modify their information and the information that will be displayed when contact information is exchanged. Materials Included This functionality allows for a Alert member to list keywords of items Functionality that are listed. When an item is listed that has the listed keyword, the RVPUBWG5�544364 061 member is notified in the manner requested. FAQ Included Frequently Asked Questions (FAQ) Functionality are pre -populated and modifed by Functionality administrator. These provide Link -Back Included standard questions and answers Navigation regarding the proper use of the site. Special Included This functionality provides a means Events 1,000 for the administrator of the site to Functionality post information on upcoming Functionality events. Resources Included This functionality provides an area Functionality that the client can post information Functionality and links about available resources. Survey 2,000 This might include City and County Functionality information as well as waste Catalog 5,000 management firms, etc. Newsletter Included Provides an area for you to post Functionality newsletters Press Included Provides and area to post press Release releases Functionality Testimonial Included Provides an area to post Functionality testimonials from users of the Exchange. Marketing Functionality Visitor Included Automatic request to complete Reminder exchange Functionality Link -Back Included Navigation Bar Relationship 1,000 Building Functionality Refer a Included Friend Functionality Survey 2,000 Custom Survey for Exchange Functionality Visitors and Registered Users Catalog 5,000 Provides the ability to generate a Generation catalog in PDF format that can be Functionality emailed or printed. The catalog is - Primary based on items currently being Seat displayed in the system Administrative Interface RVPUBWGSl544364 062 Dynamic Included Content Management Moderator Included Functions Reporting Included Functionality Direct Email 2000 Functionality Web Site Marketing Local Web Site Marketing Online Search Optimization Plus Online Search Optimization Plus Online Yahoo Directory Submission Support Training Per day of In- house training Telephone Support - Hourly Telephone Support - 2 Hours per month Telephone Support - 5 Hours per month Moderation Support RVPUBINGS1544364 125 per $125/Hour hour 775 675 $29.95/Month 675 $1,000/Day +Expenses $125/Hour $400 plus three hours of project management $300 plus three hours of project management $300 plus three hours of project management $200/Month Prepaid $400/Month Prepaid $125/Hour 063 AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES^� DATE: NOVEMBER 22, 2004 v P SUBJECT: UPDATE ON TELECOMMUNICATIONS RESEARCH AND APPROVAL OF NON- DISCLOSURE AGREEMENT WITH ACCESS BROADBAND RECOMMENDATION It is recommended that the Azusa Utility Board/City Council: 1. Consider and provide comments on this telecommunication update report; 2. Terminate -non -disclosure agreement with Aiirmesh Wireless, Inc.; 3. Authorize continued dialogue with Wireless Facilities, Inc.; and 4. Authorize staff to execute non -disclosure agreement with Access Broadband BACKGROUND In November 2003, the Utility Board requested an update after one year on technologies that the Utilities might use to provide a telecom service offering, such as Internet service. The attached report and timeline provide a general overview of what staff has done this last year in regard to exploring telecom opportunities. As a refresher, the report provides a brief background on a couple past studies conducted by the Utilities Department, and then provides information regarding wireless and Broadband Over Powerline technology. Generally, staff has identified two companies that may hold some interest to the Utility Board --Wireless Facilities, Inc. and Access Broadband. Ongoing dialogue and information exchange is recommended with these two companies to flush out what opportunities and public benefits they may be able to provide to the residents and businesses of Azusa. FISCAL IMPACT There is no fiscal impact of executing non -disclosure agreement with Access Broadband. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Federico Langit, Sr. Electrical Engineer AM. TELECOM UPDATE REPORT AZUSA LIGHT & WATER November 22, 2004 Past Studies In 2002, the Utilities Department conducted a detailed and comprehensive study on offering various telecom services via a fiber and hybrid fiber coaxial (HFC) network. The cost of such a network was believed to be too expensive given the market for telecom services in Azusa. In 2003, it was believed that the lower cost of a wireless network may be a viable alternative to a fiber network, and so, a study was conducted on this and the consultant recommended that the City move forward with a deployment of a citywide Wi Fi network. Wireless or Wi Fi In November 2003, staff was divided on the consultant recommendation and it was decided to wait one year to see how the technology evolved. In early 2004, Azusa learned that the City of Cerritos was moving forward with a Wi Fi deployment with a company named Aiirmesh Wireless. Staff was urged to inquire further into what was happening in the City of Cerritos and this lead to execution of a non -disclosure agreement with Aiirmesh in February 2004. While Azusa learned some things during a couple meeting with Aiirmesh, key staff left Aiirmesh shortly following execution of the non -disclosure agreement and we have not had any productive outcomes with Aiirmesh. Utilities staff, therefore, recommends that the non- disclosure agreement with Aiirmesh be formally terminated. From Cerritos, we learned that Aiirmesh constructed what is referred to as a "meshed wireless network" using pole mounted wireless routers designed and engineered by Tropos Networks, a company located in Sunnyvale, California. The wireless routers are visible throughout Cerritos and are relatively new and were not considered by our consultant, RW Beck, when Beck completed its wireless study for the City of Azusa in 2003. Azusa contacted Tropos Networks to learn more about the capability of these devices. Generally, they function much like a cellular telephone system and can deliver a highspeed secure internet connection to mobile users, such as police cars. That is, signals can be passed off from one device to another as a vehicle travels through the city. Also, the devices will route signals to different devices if one path is obstructed. This routing capability over redundant paths improves system reliability. Generally, the following applications appear possible with this type of network: • Highspeed Internet service to residents, businesses and City employees • Temporary, 1 -hour or 24-hour internet service to visitors in Azusa • Voice over Internet Protocol (VolP) phone service • Wireless Local Area Networking for City facilities • Mobile internet for police and field workers • Voice communication capabilities • Video surveillance from remote areas of the city • Automated meter reading -1- Based on preliminary information, it appears that a citywide network could be constructed in four to six months at a cost well below $2 million. To obtain this cost figure, Tropos Networks put the City of Azusa into contact with a company named Wireless Facilities, Incorporated, which appears to be a highly qualified "integrator" based in San Diego. In this industry, "integrators" work with various vendors to utilize various types of equipment to design, engineer, construct and manage networks. What is significant in terms of the Tropos routers is that they could cost much less than what was previously estimated to be the cost of a network by RW Beck using different equipment. Broadband Over Powerlines (BPL) Another technology which the Utilities Department has been monitoring this last year is Broadband Over Powerline (BPL). There are several equipment vendors that emerged in this area over the past couple years (see attachment). BPL is generally considered to be the third "pipe" of internet service to the home (the first being telephone and cable coax, and the second being wireless). The Federal Communications Commission (FCC) is encouraging electric utilities to offer BPL services in order to further price competition amongst service providers. One of the more viable BPL equipment vendors seems to be Current Technologies, which is based in Maryland. Current appears to have overcome a number of issues with BPL, including (1) passing signals through or around transformers; (2) eliminating interference with Ham radio operators; and (3) providing quality of service transmission such that signals like voice can be prioritized over data signals. Current has teamed up with Cinergy (a major investor owned utility serving Ohio, Kentucky, and Indiana) to form a joint venture called Access Broadband. The backing of this joint venture by these companies gives it credibility. Access Broadband's main focus is to promote BPL deployments amongst municipal utilities throughout the United States. Azusa was invited to Cincinnati by Access Broadband in October 2004 to learn more about BPL. Staff attended a one day event and saw first-hand how Current's equipment is installed and how well it worked in a demonstration house. Staff witnessed internet speed tests in the demo house of about 5 Mbps, and made a phone call over the internet while downloading and watching a movie via the same connection. BPL appears to be a viable technology and Current and Cinergy appear to have laid the groundwork for wide scale deployments. Some of the features possible through BPL that are not found in the wireless option, include electric system monitoring and power outage detection. Another benefit is that once a home is activated, its electric circuits and power outlets can be used for internet access and local area networking. While Azusa staff was able to gather information on how BPL works and was able to determine that Access Broadband could act as an integrator, we did not get information on costs. In order to gather such information and be in a position to compare BPL to the cost of a wireless network, it is recommended that a non -disclosure agreement be enter into with Access Broadband. -2- MW Business Models If Azusa was to pursue either a wireless or BPL deployment, a business model would have to be chosen. It is clear to staff that there are various, models to pick from. Following include some of the options: Exclusive Retail Operation -- In this scenario Azusa Light & Water would own and operate a retail ISP utilizing either wireless or BPL network on an exclusive basis. Azusa Light & Water would compete with DSL, cable modem and data lines (e.g. Tl) providers as well as cellular carriers offering mobile data service. This model would likely require involvement by our own IT Department. Open Wholesale Network -- In this model Azusa Light & Water would offer the network to retail service providers on a wholesale basis. Azusa Light & Water could put in place co -marketing agreements to capitalize on Azusa Light & Water's existing customer relationships. In this model it may be possible to either bring in a primary retail partner or private investor that would provide capital for the network and thus mitigate Azusa's risk. Financial advisors would work with Azusa Light 8_ Water to determine the best risk/return structure in light of obtainable return on investment. Joint Venture with Viable Partner—In this model Azusa Light & Water would select a viable partner such as WFI or Access Broadband, and establish appropriate roles and responsibilities for each party through a joint venture agreement. Azusa Light & Water's role would most certainly be that of marketing services and possibly installation/maintenance of infrastructure, and our partner's role would be that of network engineer and administrator, for example. This model would minimize the need for IT Department involvement. One of the main advantages of pursuing one of these network deployments, either wireless or BPL, would be that of aggregating services onto one network. By doing this, the City would increase the economies of scale, and theoretically lower the cost of any one system, such as automated meter reading, or local area networking, or internet service to mobile units. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Federico Langit, Sr. Electrical Engineer Attachments: I &7—A TelecornTirreline.doc BPLVendor Descriptions. pdf -3- 067 Azusa Telecom Timeline 3/4/2002 Issued RFP for Telecom Feasibility Study focused on Fiber and HFC 7/22/2002 Executed Agreement with RW Beck to conduct Study 10/28/2002 Market Research Survey Concluded* 4/28/2003 "Study Completed with Recommendation not to move forward with fiber/HFC network deployment and Presented to Utility Board 6/25/2003 Utility Board Approved proposal by RW Beck to conduct study of Wi Fi internet service offering 9/29/2003 Study Completed on Wi Fi and consultant recommendation was to implement as soon as possible* 11/24/2003 Wi Fi study results presented to Utility Board with staff recommendation to wait for 1 year and then revisit whether to implement service 12/16/2003 Rick Cole suggests that we contact Cerritos to see how they constructed Wi Fi network 2/23/2004 Utility Board approves a NDA with Aiirmesh Wireless, the company which constructed a Wi Fi Network in Cerritos 4/1/2004 Financial Analysis of Wi Fi presented to Joe of partnership with Aiirmesh 5/2004 Key staff at Aiirmesh Wireless leave the company and Azusa learns that Aiirmesh will not be able to work with Azusa, at least in near term 6/2004 Azusa staff inquire about technology used to develop Cerritos Wi Fi Network, and make contact with Tropos Networks 8/24/2004 Azusa staff meet with Tropos Networks and learn more about Wi Fi configuration and service, and learns that Pronto Networks provides user authentication services 9/7/2004 Azusa staff have web ex demo with Pronto Networks to understand their product and services 9/8/2004 Azusa staff receive a proposal for a demo project from Pronto Networks and discuss demo concept with Tropos Networks 9/9/2004 Azusa staff meet again with Tropos Networks to discuss idea of a pilot Wi Fi service offering using Tropos Wireless Routers and Pronto user authentication software 9/13/2004 Director of Utilities interest in full cost of deployment, not pilot. Tropos requested to provide Azusa with full cost of buildout 068 9/30/2004 Tropos requests that Wireless Facilities, Inc. (WFI) provide Azusa with buildout cost estimate* 10/18/2004 WFl provides Azusa with proposal to build wireless network citywide 10/28/2004 Utility Staff meet with Access Broadband (AB) to learn about Broadband Over Powerline (BPL) technology, and learn that AB wants to enter into NDA* 11/8/2004 Utility Staff meet with IT Interim Director on bigger picture of network serving multiple needs, AMR, etc.* 11/8/2004 Disposition of Broadband Investigations: Will prepare update report to Utility Board for Meeting on 11/22/2004 recommending: (1) termination of NDA with Aiirmesh Wireless; (2) execution of NDA with Access Broadband; (3) Ongoing consideration of WFI's proposal; and (4) ongoing dialogue with IT Dept staff. )M, Telecom Services: Wireline James D. Breen, Jr., CFA 617.488.4107 jbreen@tweisel.com Ned P. Zachar, CFA 212.271.3838 nzachar@tweisel.com Colby Synesael 212.271.3764 csynesael@tweisel.com Sophia C. Hardy 212.271.3799 shardy@tweisel,com Ratings System Sector Ratings OW Overweight MW Market Weight UW Underweight Stock Ratings O Outperform P Peer Perform U Underperform x' S Suspended Rating NR Not Rated NC Not Covered 11 BROADBAND OVER POWER LINES: FINALLY... AFTER ALL THOSE YEARS A NEW ENTRANT INTO HIGH SPEED DATA Executive Summary • After years of discussion, the commercial use of electric power infrastructure to transmit data signals is coming to fruition. Broadband over power line (BPL) is the delivery of high-speed data signals over existing power lines. BPL is a last -mile solution that uses medium and low voltage lines to reach offices and residences. • BPL brings a third method of delivery into the competitive high-speed data arena. While so far limited in nature, current offerings appear to be competitive with cable modem and DSL on both speed and price. • The primary advantage of BPL is that the last mile infrastructure is already in place. Power lines pass within 100 meters of almost every home or building in the U.S. This makes BPL an attractive option for rural areas that may not have cable or DSL service. • The biggest potential hurdle for BPL appears to be interference. Ham radio operators have claimed that BPL makes it difficult to impossible to operate their devices. Recently, however, this issue has subsided somewhat, as the FCC has endorsed BPL and is establishing testing requirements for the equipment. • Regulatory issues also remain. Unanswered questions such as "How will BPL gain access to power lines?' and "What type of profit will utility companies make from this service?" are in the process of being addressed. • Active companies in the BPL space include Amperion, Ambient, Current Technologies, Mainmet, PowerWAN, and Telkonet Each company provides a different twist to solving a similar problem. • While it is still early, we believe that BPL technology has reached a point in its evolution where investors should begin to consider that BPL could be a formidable competitor in the broadband market. While we do not think the RBOCs and cable MSOs should be concerned, near term, about losing market share, there is the potential, in our view, that this technology could be disruptive within the broadband access market in the not too distant future. =Pleace refet to the end of this ietioit fora hst'of irnpo'cfant'disclosures.] N INTRODUCTION There is a new and potentially formidable competitor in the broadband delivery arena. The FCC has labeled the technology broadband over power line (BPL). Cable and telephone companies have long dominated broadband delivery, with satellite companies making a largely unsuccessful attempt. In the case of both cable and telephone, massive networks were put in place before there was widescale availability. This is not the case with the latest entrant to the market. Electric utility companies are looking to get into the broadband market ---only, this time, they will be using their own power lines to deliver high-speed data. Based on our discussion with various companies, about one-third of electric utility companies are considering or already using BPL. It is estimated that as many as 15 electric utilities are testing BPL The U.S. is slightly behind the curve in BPL, as commercial deployments of BPL have already occurred in Europe, in countries such as Germany, Sweden and Poland. Although many utilities are testing or considering BPL, a significant number of them are interested in the technology for in-house purposes only, such as monitoring the power grid or reading meters remotely. Power utilities still rely heavily on phone calls from residential and commercial customers to find out when the electricity is out TECHNOLOGY OVERVIEW Although BPL technology has been around for many years, only recently has the technology been commercially viable from a performance and cost standpoint. BPL technology is similar in many respects to the transport of data over the twisted copper pair (DSL) and over coax (cable modems). Electricity is transmitted over power lines at low frequencies, 50 to 60Hz, whereas data signals are above 1MHz. In particular, BPL transmission is in the 1 to 30MHz bandwidth. This allows both signals to coexist in the same wire. Data signals are transferred from fiber optic or copper networks into medium -voltage power lines. All of the current BPL technologies are last -mile solutions, essentially using power lines to bridge the gap between a fiber-optic network and a house or building. Because of the difficulty with sending signals over high-voltage power lines, there are not currently any viable long-haul solutions for BPL. The FCC has categorized BPL into two areas: Access and In -House. Access BPL is getting the signal from the backbone to a building and would be considered medium haul. In -House BPL refers to a network that is within a building. Access BPL There are several technologies available for Access BPL, but the initial transport over power lines is essentially the same. Since power lines were not designed with data transfer in mind, the signals deteriorate over long distances and, therefore, amplifiers must be placed on the power lines at regular intervals to boost the signal. These amplifiers must be located about every mile to ensure a stable signal. Unfortunately, when a signal reaches a transformer to be reduced from medium (4,000 — 13,000 volts) to low voltage (110 — 220 volts) before entering a home or building, only low frequency signals can pass. James D. Breen, Jr., CFA 617.488.4107 2 Thomas Weisel Parmers LLC 071 The Architecture of Access BPL High Voltage Welts Power Generation Plant Intemet ti Substation Source: FCC Office of Engineering and Technology Medium Voltage - 1kVolts to 40 kVolts Low Voltage - 1201240 Volts r LV * Distribution ► R Transformer Coupler Coupler .11. Backhaul Power Line Point Interface Device _ _ — — _ _ _ — _ _ Located In Home Access BPL See In -House BPL Provisioning of A99Pontion ACCESS BPL Several solutions have been developed to circumvent this problem. These solutions are based on either avoiding the transformer or fording a way through it. One solution fits in very well with the current trend in broadband: wireless transport. Before the data signal reaches a transformer it is routed to a wireless transmitter (similar to WIFT), then to nearby access points, thus eliminating any signal disruption. Users can then get broadband access through their desktop or laptop computer using a wireless network card. Another method for avoiding transformers is simply to bypass them. Using a bypass wire known as a bridge, the data signal is directed around the transformer and into a home or building using a low voltage power line. The standard electrical wiring in a home or building becomes a computer network. A user accesses the network through any electrical outlet by using a power line modem. This special modem converts the analog power line signal into a digital signal that a computer can use to send and receive data. The final method is to send the signal through the transformer in a way that does not distort it. Signals are sliced into smaller packets, sent through the transformer, and then reassembled. Even if some data is lost in the process, computers can still interpret the signal. Access to the network at the home/building level is again through a power line modem. James D. Breen, Jr., CFA 617.488.4107 3 Thomas Weisel Partners LLC 072 Several business models have emerged for Access BPL providers. One possibility is for utilities to lease access to their power lines to a provider. Using this model, utilities do not have to worry about buying new equipment, customer service or marketing. Instead, they would collect a regular fee for the use of their power lines to transport data. Another possibility is for a utility to install the new equipment and establish service but leave the consumer side of things to an established ISP such as Earthlink or AOL. Finally, a utility could take on the entire business itself, from installing the equipment to marketing the service. This might be the most lucrative (and hence risky) method for a utility, but it is also an area with which they have the least familiarity. In -House BPL In -House BPL focuses on using a building's existing electrical wire as a local area network (LAN). By simply plugging a modem into an electrical oudet, a user can communicate with other computers and printers on the same network within the building without any new wiring. Since nearly every room in a house or building has an electrical outlet, this allows for a very extensive and flexible network. Current technologies support speeds up to 14 Mbps, but theoretically should be able to surpass 10OMbps. Cost reductions, particularly in semiconductor chips, has allowed prices for power line modems to become affordable at $40—$60. The Architecture of In -House BPL In -House USB or Ethernet Port 7pse and .tion overtric Wiring 11SB or . . 'Ethernet Port After Networking with BPL Source: FCC Office of Engineering and Technology James D. Breen, Jr., CFA 617.488.4107 4 Thomas Weisel Partners LLC 073 ADVANTAGES One of the major advantages of BPL is that the basic infrastructure is already in place. This allows the utility companies to roll out the service faster and reduces the amount of capital expenditures required. The FCC -created National Exchange Carrier Association estimated that it would cost $10.9 billion to wire all of rural America for broadband, and the use of BPL could help to reduce that expense. Penetration of power lines to homes and businesses of potential users is very near 100%. BPL service is a potentially attractive and cost-effective way to reach rural customers that do not have access to cable or DSL. Estimates are $100-$200 (depending on technology) per house/building passed to upgrade power lines and provide BPL access. This allows the service to be offered to the consumer at lower prices than DSL or cables. Preliminary estimates are in the $20-$40 range. This attractive price point could influence customers that already have cable or DSL to switch to BPL and should make the service an easy decision for rural customers. BPL technology has the capability to deliver speeds up to 54Mbps, but current testing delivers reliable signals in the 2 to SMbps range. From the government's point of view, BPL increases national security. Wide scale BPL would provide another layer of redundancy for communications systems and allow more careful monitoring of the power grid. Overall the implementation of BPL could offer both consumers and ISPs a third broadband access solution. DISADVANTAGES BPL is not without its problems. One of the biggest issues is potential interference with other electronic equipment. Power lines were designed to carry electricity and not data. Therefore, signals transmitted across power lines could leak out and cause interference. Conducted energy can cause harmful interference to radio communications by two methods. The first is radio frequency (RF) energy may be carried through electrical wiring to other devices also connected to the electtical wiring. This poses a problem with In -House BLP. Other devices plugged into the electrical wiring could pick-up interference from the network. Second, at frequencies below 30 MHz, where wavelengths exceed 30 feet, long stretches of electrical wiring can act as an antenna, permitting the RF energy to be radiated over'the airwaves. As a result of low propagation loss at these higher frequencies, the radiated energy can cause interference to other services even at large distances. Interference of this type would be associated with medium -haul and long-haul BPL. An early version of long-haul BPL by Nortel Networks and United Utilities in England failed as a result of interference. Lampposts in the area happened to be the perfect size to act as antennae and broadcast the data signals as radio waves. These radio waves interfered with the BBC World Service. Solving this problem became cost prohibitive and the project was shut down soon after. New technologies use orthogonal frequency -division multiplexing (OFDM), a technology similar to that used in DSL. This creates a low power signal by spreading the signal over a very wide bandwidth. Using OFDM substantially reduces the chance of producing James D. Breen, Jr., CFA 617.488.4107 5 Thomas Weisel Partners LLC 074 interference. Despite this, amateur radio operators have railed against wide spread BPL deployment citing interference with their instruments. The FCC has taken these issues into account and has found no strong evidence in support of the ham radio operators and thus supports BPL initiatives. In addition, most new BPL equipment has the ability to notch out frequencies that may conflict with nearby devices. Some experts estimate that broadband access has 80% — 90% penetration in the U.S. across all technologies. If this is the case, the rural market for BPL might not be as large as expected. Utilities and their partners would potentially have to go after current broadband users to create a profitable business model. This would be no easy task given the bundling strategies of cable and telephone companies. Bundling has made customers extremely sticky and many people may not see the advantage of switching unless there is a significant price difference. If BPL companies have to compete on price alone, this may not be a profitable venture. REGULATORY ISSUES - The Telecom Act directs state utility commissions to share in the responsibility of making broadband service available nationwide. At the same time, state laws give regulators sole jurisdiction over electric companies providing service in their state. Utilities are generally regulated monopolies and subject to the examination of state regulators. The issue becomes whether state commissions will share the FCC's vision to bring competition to the broadband market and use their jurisdiction to adopt the types of Hiles that will encourage investment in and deployment of BPL technology. Utility companies need to know whether state commissions will permit electric companies to use their current power networks to provide broadband service. Some utilities worry about whether the rules establishing their power lines' rights-of-way, many of which were written 80 years ago, will allow for BPL. Even if states decide to permit the use of electric networks for broadband, such decisions may only come after long proceedings, which impose great costs on companies and can take years to decide. State utility commissions also will be able to decide the cost structure for how electric companies will recover any investment for a BPL network upgrade and how to treat the profits from BPL. One scenario could be that state commissions could require electric companies to offset their electricity earnings with their BPL earnings so as to stay within a set rate of return. Another issue is whether electric companies should make competitive profits for selling BPL service because they are going up against cable and DSL broadband providers. It remains to be seen whether the FCC will work to ensure that broadband regulations are evenly applied across different access technologies (DSL, Cable Modem, BPL, etc.) James D. Breen, Jr., CFA 617.488.4107 6 Thomas Weisel Partners LLC 075 James D. Breen, Jr., CFA 617.488.4107 Thomas Weisel Partners LLC SELECT COMPANIES IN THE BPL SECTOR Ambient Ambient Company (ABTG.OB) is headquartered in Newton, Massachusetts. Consolidated Edison, an electric utility company, owns 45.8% of Ambient. Ambient is partnering with Southern Company and Consolidated Edison to deploy its BPL equipment across their power lines for testing and eventual full-scale rollout. The technology focuses on both low and medium voltage power grids. Ambient's equipment allows a broadband data signal to go around disruptive transformers using a bypass coupler. These passive bypass couplers are designed to clamp around the primary and secondary lines, in overhead, underground and in -building environments. The couplers were designed with low cost, ease of installation, safety, and speed in mind. Transmission speeds can exceed 10 Mbps. The company's product line includes the S -node (substation), X -node (by passes transformer), R -node (repeater), GW -node (home connection), and U -node (lower cost gateway). Power line modems finish the network by providing in-house access to broadband at every electrical outlet. Amperion Amperion is a privately held Andover, Massachusetts based company founded in 2001. The company is financially backed by Cisco, American Electric Power, and Redleaf Group (venture capital). Amperion is primarily focused on wireless (Wi-Fi) for deployment of BPL to homes and businesses. Instead of bypassing transformers to get into homes and buildings, broadband signals are delivered wirelessly prior to reaching disruptive transformers. The company markets three pieces of equipment. Falcon, for overhead wire; Griffin for overhead pole; and Lynx for underground. The equipment gives Wi-Fi ranges of 300 to 750 feet, which is more than adequate as power lines pass within 100 meters of almost all homes and buildings. All of Amperion's products are FCC Part B compliant. Trials are currently deployed in Ohio, Pennsylvania, North Carolina, Alabama, Idaho, New York, and Ontario (Canada). The technology should be very attractive to consumers and businesses as it is based on the widely used 802.11 Wi- Fi standard. Extremely high speeds of 24 Mbps are possible, but right now are limited by Wi-Fi standards. Prices for the service should be reasonable as Amperion's solution has a low cost per household passed. An additional advantage is that as the data signal passes over medium voltage power lines, it is repeated and not amplified, resulting in lower loss/distortion. Current Technologies Current Technologies is a privately held Germantown, Maryland-based company founded in 2000. Current is financially backed by Liberty Associated Partners (investment fund), EnerTech Capital (venture capital) and Cinergy (electric utility). Current recently announced a wide -scale rollout of residential BPL service in partnership with Cinergy in Ohio, Indiana, and Kentucky. The service will be available to 1.5 million 7 076 of Cinergy's customers. Pepco is also running a trial using Current's equipment in Maryland. Current's product line includes CT View (network management software), CT Backhaul -point (Internet interface), CT Coupler (Backhaul -point to power line interface), CT Bridge (medium to low voltage power line interface). The technology uses a bridge to bypass transformers and solve the disruption problem. At the home/building level, a HomePlug certified power line modem is all that is required for BPL distribution. This allows a building's wire to double as a network that is accessible from any electric outlet. Main.net Main.net is a U.S. subsidiary of Main.net Communications, Ltd. an Israeli -based power line communications company. The subsidiary is based in Reston, Virginia. The company's technology uses software to pass and decode data signals through power line transformers. Power line modems are used to receive the signal within a home/office. Main.net is currently partnering with utilities PPL, Ameren, and Southern Company. Main.net markets its products under the Power Line Ultimate System (Plus) name. There are four components to the system: NmPlus, RpPlus, CuPlus, and NtPlus, and network management software known as NmPlus controls the system. The RpPlus component is a repeater that strengthens data signals over long distances. The CuPlus is the distribution point that routes signals to individual houses. Termination at the user level is provided by the NtPlus and allows for a broadband connection through an electric outlet. Speeds of up to 2.5 Mbps are achievable at the user level. PowerWAN is a privately held Palo Alto, California-based company founded in 2000. Backed by Anila Investment, LLC, an early stage venture capital firm. PowerWAN currently has a large-scale deployment in Hong Kong making it one of the earliest entrants to the BPL market. The company's technology is based on PowerWAN Hybrid Fiber Power Line Carrier architecture. PowerWAN's system is known as the Power Line Modem Termination System. Three components comprise the system: Power Node (optical fiber to power line interface), Powerline Gateway (customer to power line interface), and Customer Premise Device (customer interface). The technology uses power line modems to provide user connection to broadband. A cost of $100 — $150 per home passed is required to deploy the equipment. Technology allows for very high speeds of 6-8 Mbps at the user level. Telkonet Telkonet: Company (TKO:AMER) was founded in 1999 and is based in Annapolis, Maryland. Telkonet focuses on commercial In -House BPL and not delivery through electric utility power lines. TelkonePs technology essentially transforms a building's electrical wiring to a local area network, which eliminates the need to retrofit a building for broadband service and does not cause any disruption to the building's electrical system. Installations are typically in hotels, apartment buildings or office buildings. The technology offers connection speeds of 4-5 Mbps at the user level. Using a hub and James D. Breen,]r., CFA 617.488.4107 8 Thomas Weisel Partners LLC 077 spoke design, it distributes an encrypted data signal over existing electrical wiring in a building. Three primary devices are used in an installation: Gateway, Coupler, and iBridge. First, the Gateway receives data from an Internet connection. Then Coupler injects the data signal into a building's circuit breaker panel. Finally, the iBridge makes any electrical outlet within the installation a network connection. Equipment is not for purchase, but instead a monthly fee is charged per bridge. Telkonet is an endorsed vendor to Choice Hotels and has installations in their facilities in addition to apartment complexes and office buildings. HornePlug HomePlug is an industry standard for power line modems and other similar devices. The Alliance's mission is "to enable and promote rapid availability, adoption and implementation of cost effective, interoperable and standards-based home powerlme networks and products." Founding members of the HomePlug Powerline Alliance are Cogency, Comcast, Conextant, DS2, EarthLink, Enikia, Intellon, Panasonic, RadioShack, and Sharp. Manufacturers of HomePlug-certified devices include Linksys, NETGEAR, Samsung, Siemens, and Telkonet. HomePlug devices provide throughput up to 14 Mbps. James D. Breen, Jr., CFA 617.488.4107 9 Thomas -Weisel Partners LLC MW AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: , NOVEMBER 22, 2004 V� SUBJECT: APPROVAL TO REQUEST PROPOSALS FOR A METER STRATEGY RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve solicitation of proposals for a comprehensive meter strategy study with recommendations. :7: OX41Lii110% Azusa Light R Water created a Meter Strategy Team three years ago with members from the Electric Division, Water Division, and Customer Service. The group met periodically to discuss their metering needs, constraints, alternatives, and costs in an effort to arrive at long and short-term meter strategies. Since electric Automated Meter Reading (AMR) technology has been available for awhile, the team decided to install residential electric AMR meters on new residential construction and to replace hard -to -read meters that have access problems. Twelve hundred electric AMR meters have been installed to date. Water AMR meters that can be read with the same meter reading handhelds as electric meters are newer so we are just now testing this technology. Arriving at a long-term AMR strategy, however, has been complicated by fast -changing technology which is difficult for our existing staff to Keep up with. To further evaluate current and evolving technologies, ,conduct cost -benefit analyses, and recommend options most viable for Azusa Light & Water, it is important that we get some outside professional assistance. With the upcoming development of the Monrovia Nursery property, time is now of the essence to have a comprehensive meter strategy developed for both electric and water. Many municipal utilities have used consultants to provide this independent evaluation and to get recommendations. Azusa Light & Water requests that a suitable consultant be retained through a Request For,Proposals process. FISCAL IMPACT Once proposals are received, costs will be reported to the Utility Board. Prepared by: Karen Vanca, Assistant Director Customer Care & Solutions 079 fe AZUSA AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIESO�� DATE: NOVEMBER 22, 2004 �Y SUBJECT: AUTHORIZATION TO CONDUCT A JOINT FEASIBILITY STUDY FOR POWER GENERATION PROJECT LOCATED IIS THE CITY OF COLTON RECOMMENDATION It is recommended that the Azusa Utility Board/City Council authorize staff to participate in a joint feasibility study to upgrade an existing power plant located in the City of Colton (Colton; and reimburse Colton at a cost not -to -exceed $22,500. BACKGROUND Recently, Colton Electric Utility invited the City of Azusa to jointly study the feasibility of upgrading the existing power plant located in Colton. The existing Colton power plant is a simple cycle natural gas fired peaking power plant that went into operation in the summer of 2003. Due to the low operational efficiency of this plant as a pealing power plant, the plant has had low utilization in the past twelve months of about 15%. In an attempt to improve the plant's efficiency and increase its utilization, Colton Electric Utility intends to study the feasibility of adding a steam turbine to utilize waste heat to generate additional electricity and improve the efficiency by 20%. The addition of the steam turbine could add capacity of about 15 MW to the plant. It is this additional electric capacity that Colton Electric Utility intends to find partners for joint ownership. In view of the recent decision by the California Public Utility Commission CPUC int atte of electric resource adequacy requiremen , i is expec a tat the City will need additional power resources to meet the requirement. Colton's upgrade project is one of the options the City might utilize to meet the requirement if the study finds it to be economically and e technically viable. A Since the Colton peaking plant is relatively new infrastructure, it is likely that the incremental cost to improve efficiency and add capacity will minimize the financial risks which are often associated with developing new sources of energy. Therefore, this project is worth studying. The feasibility study does not bind the City in any way to pursue the upgrade project. If the City decides to pursue the upgrade project, additional contractual agreements will be required. Colton Electric Utility is in the process of engaging the engineering firm of CH2M HILL for the feasibility study at a not -to -exceed cost of $45,000. Colton proposes an equal cost sharing for the feasibility study with reimbursement from Azusa to the Colton Electric Utility. FISCAL IMPACT The City's share of the feasibility study is estimated not -to -exceed $22,500 if only Colton and Azusa participate in the study. However, if the City of Banning also participates in the study which is likely, Azusa's cost would be reduced to no more than $15,000. Funds are available in Capacity and Energy Account to pay for the cost of the study. Prepared by Bob Tang, Assistant Director of Resource Management M &� 1145ft E AZ RS a �. CMI Y M'RMk AGENDA ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIESQ\K DATE: NOVEMBER 22, 2004 ��jj�� SUBJECT: WATER RATE ADJUSTMENT FOR MILLER BREWING COMPANY RECOMMENDATION It is recommended that the Azusa Utility Board/City Council approve the attached resolution increasing the water rate charged to Miller Brewing Company by 3 percent. BACKGROUND The Water Supply Agreement between the City of Azusa and the Miller Brewing Company allows the City to adjust the water rate charged to Miller by up to three percent during the first 5 years of the contract. This adjustment may be made on a unilateral basis since it is below what is referred to in the Agreement as the Excess Rate. Miller's current contract rate is $0.940 per CCF, so a 3 percent adjustment results in a cost increase of $0.028 per CCF, or to a new rate of $0.968 per CCF. Miller was notified by the City of the Utility's intent to adjust the rate on November 15, 2004, and was invited to submit a letter of protest or attend the November 22, 2004, Utility Board meeting. At the writing of this report, no protest letters have been received. The intent of this adjustment is to cover operating cost increases expected during the Initial Term of the contract, which is 5 years, from June 7, 2003 through June 7, 2008. Future rate adjustments will need to be agreed upon by the parties, and cannot be scheduled prior to December 7, 2007. 082 FISCAL IMPACT Based on Miller's water usage, this rate adjustment results in an annual cost increase of about $40,000 for water, plus about $3,200 in utility users taxes. These are both considered additional revenues to the City and Utility. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Attachment: Ii Miller-Reso.doc WE RESOLUTION NO. A RESOLUTION OF THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, APPROVING WATER RATE ADJUSTMENT FOR MILLER BREWING COMPANY, A WISCONSIN CORPORATION. WHEREAS, on February 26, 2002, the City of Azusa entered into a Water Supply Agreement (hereinafter "Agreement") with the Miller Brewing Company to supply water to its facility located in Irwindale, California; and WHEREAS, on June 7, 2003, the City of Azusa began supplying water to the Miller Brewing Company through Azusa Light & Water, the City's Utilities Department; and WHEREAS, the eighth recital on page 6 of the Agreement establishes the City's right to adjust rates charged to the Miller Brewing Company annually, provided, however, that rates charged per hundred cubic feet (CCF) of water do not exceed what is referred to in the Agreement as the "Excess Rate"; and WHEREAS, Page 3 of the Agreement defines the "Excess Rate" as the "rate for water that is in excess of three (3) percent (%) of the rate for a CCF for the first year of the Initial Term..."; and WHEREAS, the rate charged to the Miller Brewing Company for water during the first year of the Initial Term, the "Permitted Rate," has been ninety-four cents per hundred cubic feet of water ($0.94 per CCF); and NOW, THEREFORE, THE UTILITY BOARD/CITY COUNCIL OF THE CITY OF AZUSA, DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. The Permitted Rate per hundred cubic feet of water charged to the Miller Brewing Company is increased by three percent: Existing Permitted Rate per CCF New Permitted Rate Per CCF $0.940 $0.968 SECTION 2. The New Permitted Rate Per CCF shall be effective for all bills rendered after December 1, 2004. WE SECTION 3. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED AND ADOPTED THIS 22"d day of November, 2004 Cristina C. Madrid, Mayor ATTEST: Vera Mendoza, City Clerk STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF AZUSA ) I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Utility Board/City Council of the City of Azusa at a regular meeting of the Azusa Light & Water Utility Board on the 22nd day of November, 2004. AYES: COUNCILMEM 3ERS: NOES: COUNCILMEM 3ERS: ABSENT: COUNCILMEMBERS: Vera Mendoza, City Clerk INFORMATIONAL ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: NOVEMBER 22, 2004 SUBJECT: CUSTOMER INFORMATION SYSTEM UPDATE This is a report on status of purchase and installation of new customer information system (CIS) or utility billing system. This report is provided at the request of the Utility Board. A written agreement between Systems & Software, Inc. and the City of Azusa Light &. Water was negotiated and signed by both parties September 15, 2004 and project team members were selected. During September, Systems & Software (S&S) representatives visited Azusa for a kick-off meeting with the Azusa Light & Water's core team. S&S provided a project overview, explained roles and responsibilities, and began meetings with our core team members to define time -of -use billing requirements and began discussions on business processes. S&S also requested file formats from LB.W's Information Systems Analyst for data mapping (conversion purposes) to the S&S enQuesta CIS. In October, an escrow account agreement was negotiated among Wells Fargo Bank, Systems & Software and Azusa Light & Water, so the latest version of S&S enQuesta source code can be held in a safe deposit box at the bank. Future updates will be sent by S&S to Wells Fargo Bank and retired copies returned to Systems & Software. In preparation for the two-week period of initial training in March, the City Interim Information Systems Director arranged for a training facility in the Library training room. We have had discussions with S&S regarding system administrator training and what needs to be done to support this. The City Information Systems Department is now in the process of reviewing specifications for the Interactive Voice Response (IVR) system. Drafts of this are going back and forth and will be completed by December 10. Systems & Software has also been working to collect requirements for our interfaces with Itron, our meter reading and Time -of -Use account billing vendor; our lockbox/remittance processing vendor; Speedpay, our credit card payment vendor; and Infosend, our bill print vendor. MOR Systems &Software team members returned to Azusa the week of November 15 to further discuss business processes, including billing, credit and collections, and cashiering. A Business Scope document will be produced in December as a result of this effort, and will be used by S&S and LB.W to setup the enQuesta CIS. Prepared by: Karen Vanca, Assistant Director Customer Care & Solution 1V= MMMMOOMMOlk City Yard Renovation Project 1020 W. Tenth Street Status Report November 2004 W -K Project Schedule Re -bid Opening 10/5/04 • Utility Board awards project 10/25/04 • Notify Contractor of City Council Award of project 10/26/04 • Pre -construction conference document review meeting 11/ /03/04 Three copies of signed agreement pages A11-5, completed Faithful Performance Bond 100% of contract, turned in Labor and Material Bond 100% of contract , turned in Comprehensive General Liability $1,000,000, turned in Automotive Liability $1,000,000, turned in Workers Compensation Insurance $1,000,000, turned in Purchase Order Request, pending • Notice To Proceed Issued, 11/18/04 • Pre -construction kick off meeting 11/22/04, contractor, main subcontractors, city representatives • Construction schedule 160 days, tentative start date 11/29/04, completion date 5/9/05. 089 FA JrL....c 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 090 Status of Projects • Solicited and evaluated the proposals far Kirkwall Substation cost auditing work (see separate Board agenda item) Completed the study to assess the power resource needs of the City to comply with State's Resource Adequacy Requirement (RAR). Initiated the search for viable power resource options to comply with the RAR (see separate Board agenda item) • Completed annual reports to various outside agencies: (a) annual integrated resource plan far Western Area Power Administration; (b) annual Transmission Revenue Balancing Account Adjustment (TRBAA) filing to Federal Energy Regulatory Commission ( "FERC") (see separate Board agenda item); and (c) annual Energy Information Administration financial report (EIA412) Continue to prepare the annual financial disclosure reports for SCPPA bond financing and Kirkwall bond financing • Continue to participate discussions in San Juan project: (a) replacement of cooling tower; (b) streamlining of the scheduling processes with Public Services Company of New Mexico (PNM) and Tucson Electric Power (TEP) • Actively participating in the California Independent System Operator's (CAISO) tariff amendment #60 settlement discussions. The amendment #60 if left unchallenged, would increase CAISO costs to the City by at least $250,000 a year prospective of July 2004 • Partipated in the discussion and formulation of the strategy to upgrade and expand City's infrastructure to serve future customers • Continue to participate in the SCPPA's evaluation of a geothermal energy proposal, which may be a source of additional renewable energy for the City 091 ' CfTYDF AZUSAENERGV CONSuMPT10NCOMPA9ISON �F FGY OONSU MN IN MH _ _ PE EhR_ .A FY 04-05 CFYJJGE JI.L 26150 _.._ ......... 25,58 7 _ 333 P11C 28714 ... 25.342 .... ...... .. . 25,213 3153% 21561 _ _ .' 7692h NOV ...._.. ._DEC ... p2G7 ..___. .. ... _... .i ! FEB 16875 t MAF1 21,338 ! PPR 20417 TOTPL 265A718 X874 270'/e CITY OF AAA PEAK DEMAND COMPAPoSON 'EAK DEMAND N MW ...... .. _ ( _ - .... .... Surpassing all-time high for peak of 58.1 MW established on September 1 1998. 092 Azausa VHOLESALE ELECTRICITY SPOT MARKET PRICES IN CALIFORM, - _---- - AVERAGE ...v AVERAGE _.. 4LL PRICES IN $/MM 093 SAN 64" FEB_ 04 $42 75.._ _ _... $36.66 . _. $31.65 - .APR 04 MAY 04. $51.26 ....... JUN04..__ .... $50.76 I_.. $32.32 _ JUL04 1 ._ $ss_7z _ _. -_ AUG 04__... . .. ._ $5129 SEP 04 i _$40.77_. - $27.24 _. _. OCT04 i $45.68 $31.14 4LL PRICES IN $/MM 093 Power Resource Cost Accounting Fv 'nz_'na Mdl Legislative & Regulatory Update Prepared by Bob Tang November 22, 2004 095 ' California Public Utilities Commission (CPUC) — Resource Adequacy Requirement (RAR) 6. • On October 28th, the CPUC issued a decision regarding RAR with respect to Investor Owned Utilities (IOUs) • The decision required the IOUs not only to have sufficient power resources to serve their retail loads but also hold 15-17% of "extra" power resources at all times for contingency purposes (the so called "planning reserves') • The decision accelerates the RAR compliance date from January 1, 2008 to June 1, 2006 with final IOUs' compliance plan and procurement completed by September 30, 2005 • Although the decision does not directly apply to municipal utilities, historically municipal utilities have advocated such requirements and thus are expected to voluntarily comply with the requirement • The decision left the implementation issues to be further discussed in the coming months • Finally, the decision appears to suggest that location of power resources will be of paramount importance in qualifying the resource viability toward the requirement Anticipated Regulatory and Legislative Actions: • The CPUC is expected to issue a decision regarding the exit fegS application to municipal Greenfield customers in December • The state legislature is expected to revive the discussion regarding Governor's one million solar homes initiative. • The state legislature is expected to play a vital role in confirming Governor's new appointees to the California Independent System Operator (CAISO). New appointees are all of "free market" persuasion as opposed to a more regulated minded legislature. confirmation battles may be expected • The Congress may make a major push to rewrite the "Clean Air" Act. Now with the Republican Party firmly in control of both the House and the Senate, it is expected to push very hard the President's "Clear Skies" initiative 097 s Miscellaneous Update Prepared by Bob Tang November 22, 2004 Resource Adequacy Requirement (RAR) ■ On October 28th, the CPUC issued a decision regarding RAR ■ The decision requires the Investor Owned Utilities (IOUs) to have 15-17% of "extra" power resources at all times for contingency purposes ("planning reserves") ■ IOUs to file compliance plan by September 30, 2005 to be in compliance by June 1, 2006 ■ Decision does not directly apply to munis, but munis are expected to voluntarily comply ■ Staff has completed the preliminary analysis of resource portfolio in order to comply with RAR ■ We are short of about 7 MW in the winter months and about 15 MW in the summer months to fully comply with RAR ■ Staff is looking into power resource options to comply with RAR: feasibility of upgrading Colton Gen, contracting options with local generators etc.... ■ Final strategic plan to be presented to the Utility Board in the 1 st quarter of 2005 Exit Fees ■ Due to the energy crisis of 2000-01, the State entered into many pricey long term power contracts to serve Investor Owned Utilities' customers ■ Recognizing that some IOUs customers may leave the IOUs either through direct access transactions or municipalization, the CPUC instituted the exit fees to be charged to IOUs loads no longer served by the IOUs ■ On November 19th, CPUC issued a decision granting limited exemption of exit fees to loads served by munis ■ One exemption grants 150 MW of new muni loads in SCE and PG&E service territories from paying exit fees ■ Second exemption grants up to 210 MW of "transferred loads" from paying exit fees, first priority given to Northern California munis and then the rest of munis ■ The exemption will be granted on a first-come first-served basis ■ Staff is working closely with CMUA to get exemptions for the anticipated loads served by the City 3 CAISO Amendment #60 ■ CAISO filed amendment #60 to its Tariff in June 2004 ■ The amendment purports to reallocate certain costs incurred by the CAISO to market participants. Total costs to be reallocated amounts to close to $300 million per year ■ The proposed reallocation will severely penalize entities serving loads in Southern California which potentially could double costs paid by these entities including the City ■ The Southern California Cities of Anaheim, Azusa, Banning, Colton, Pasadena Riverside, and Vernon pay a combined cost of $8 million currently, the CAISO proposal could potentially increase the costs paid by southern munis to $15 million a year. The City s cost could go from $300,000 to $600,000 per year ■ Staff is working closely with D.C. counsel and the other Cities in the preparation of testimonies defending our positions ■ Staff anticipates some expenditure of staff time and resources in this important case in the next six to nine months !f AZUSA OMT 6 'RATEI INFORMATIONAL ITEM TO: HONORABLE.CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: JOSEPH F. HSU, DIRECTOR OF UTILITIES DATE: NOVEMBER 22, 2004 SUBJECT: CALIFORNIA MUNICIPAL UTILITIES ASSOCIATION's CAPITOL DAY The California Municipal Utilities Association (CMUA) is holding its Annual Capitol Day Event and Legislative Update in Sacramento, on Monday, January 10, 2005. , All Utility Board Members are invited to attend. You may contact Liza Cawte of our staff at 812-5171 who will be happy to make travel arrangements for you. See attached CMUA Memorandum for more information. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Attachment CMUA Capitol Day. pdf 098 California Municipal Utilities Association 915 L Street Suite 1460 — Sacramento CA 95814 — 916-441-1733 — fax 916441-4053 November, 2004 TO: Legislative Committee, Heads of Utilities & Elected Officials FROM: Lary Gardner, CMUA President & Lauren Hamlin, Legislative Committee Chairperson SUBJECT: CMUA's Capitol Day — Monday, January 10, 2005 Legislative Briefing, Legislative Visits & President's Reception Legislative Briefing CMUA's Legislative Briefing provides an opportunity for every member utility manager, staff and local elected official to learn from key legislative staff what water and energy issues will be considered in the first year of the two year session (2005/2006 Legislative Session). The briefing will be held at the Hyatt Regency Sacramento (1209 L Street) beginning at 10:30 a.m. through lunch, Monday, January 10, 2005. Legislative Visits & Reception Please schedule appointments to meet with your legislators and their staffs the afternoon of January 101" and invite them to the President's Reception planned for that evening at the Sheraton Grand Sacramento (1230 J Street) 5:00-6:30 p.m. Because of FPPC regulations, these personal invitations cannot come from CMUA staff. Formal invitations will be mailed in December from the President of the Association to the Legislature. Please keep CMUA informed of who you invite to the reception Monday evening. Agenda Legislative Briefing, Visits and President's Reception Monday —January 100' 10:30 -Noon Briefing with Legislative Staff on Water & Energy Issues (Hyatt) Noon Lunch (Hyatt) 1:30-5:00 Capitol Visits 5:00-6:30 Legislative Reception (Sheraton) Register To register for the 2005 Legislative Briefing, Visits & President's Reception please return the following form to CMUA with your registration fee of $90 per person (for briefing, lunch and/or reception). You may also access this information on our web site: www.cmua.org ' a a California Municipal Utilities Association 915 L Street Suite 1460 — Sacramento CA 95814 — 916441-1733 — fax 916-441-4053 CMUA'S CAPITOL DAY—MONDAY, JANUARY 10, 2005 LEGISLATIVE BRIEFING, LEGISLATIVE VISITS & PRESIDENT'S RECEPTION HYATT REGENCY SACRAMENTO & SHERATON GRAND SACRAMENTO Registration Agenda Legislative Briefing, Visits and President's Reception Monday — January 10' 10:30 -Noon Briefing with Legislative Staff on Water & Energy Issues (Hyatt) Noon Lunch (Hyatt) 1:30-5:00 Capitol Visits 5:00-6:30 Legislative Reception (Sheraton) Please return this form with your registration fee of $90 per person (for briefing, lunch and/or reception) to: California Municipal Utilities Association 915 L Street Suite 1460 Sacramento CA 95814-3705 Questions: Contact Ann Linnekens or Monique Zavalza at CMUA. (Please complete one form per individual) Name (for badge) Title Utility Telephone Fax Address Email Please keep CMUA informed of who you invite to the Legislative Reception, 5:00-6:30 p.m. at the Sheraton Grand Sacramento (1230 J Street). Please let us know which events you plan to attend (The registration fee is $90 for one or all events): Morning Briefing Lunch Reception CMUA has NOT made arrangements for sleeping rooms. If you require a sleeping room please contact one of the hotels directly: Hyatt Regency Sacramento 916443-1234 (1209 L Street, 95814) or Sheraton Grand Sacramento 916447-1700 (1230 J Street, 95814). Transportation to and from the airport can be arranged by contacting Super Shuttle (800-258-3826). Registration information may also be accessed on our web site www.cmua.or 1.00 INFORMATIONAL ITEM TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM:: JOSEPH F. HSU, DIRECTOR OF UTILITIES q*,K DATE: NOVEMBER 22, 2004 v SUBJECT: SCPPA HOLIDAY LUNCHEON AND LEGISLATIVE BRIEFING The Southern California Public Power Authority (SCPPA) is holding its Annual Holiday Luncheon and Legislative Briefing this year on Thursday, December 16, 2004, at the Pasadena Westin, following the SCPPA Board meeting. Arrival at 11:30 a.m. is suggested for those not attending the Board meeting. All Utility Board Members are invited to attend. You may contact Liza Cawte of our staff at 812-5171 who will be happy to RSVP on your behalf with SCPPA. See attached invitation for more information. Prepared by: Cary Kalscheuer, Assistant to the Director of Utilities Attachment SCPPA-HolidayLunch eon. pdf 101 � r { M You are cordially ln�ited fto attend the annual M 4, 4 5 y / sa e td,- d iw t . a a � m4 �( 'Y+. •�' SOUTHERN CALIF"ORNIAjPUBLIC POWER AUTHORITY • j p ,x+ p$" v = t .eSr �'TM'�i.x .--•" F 3 `+.. � � :cry t• "�� 3 :'+-,^ �' _ ��.� .�rry � �, fz�w �r "�i ""�..it 1„S•s HOLIDAY LUNCH -EON r L EGISLAT IVEx BRrIEFIN,G ; � t w. , ,i 'c b 1 t� •44 i ,e p -iF r1' 1'�'� . o dri v� y, ,,,�,� t - ��Sr� �� DECEMBER Jg. v, '--"�'e.. ^w: 2 wF' y "' 1K ts, k _n - Y v ��j"i�"`✓ �.�" ,. �THEWESTINH`OTEL""��� •-. -,s(e `4 �, 4 "`.F,' . 191' NORTHL'OS ROBLES AVENUE _PLAzaRooM�' 4 . ._ PASADENA CALIFORNIA fi ,,* g" x l.%tt`l ,jr •`�" " ' f rpi ..-« }.�. t sr�sa t & } £ r 3• �z t e; � z Sl} 4`v 4 • Fr a _ Please join us for a festi holiday-;lunchi$yfollowed by br,�efrngs on10 the.Arecent federal -Ta -fid state„,elections ands their-potentl",-"impacit - y 1 U - h'af y'it-'� - f' �0 yi i. M.✓ n on Publlc':Power presented by;SCPPA §,legislative advocates, ;,Fvvat.- .�.� r 'S. t i,r •� Gregg Gook Deborah, Shz f5 j Government AffairsIConsulhng Morgan Meguire` j '.F, : r r + an Sacramento, California ; r Washington; D C Y r RSVP E-mail gmitchell@scppa:org or call Geri Mitchell at,,(626) 793-9364 Lunch sponsored by SCPPA. Parking will be validated 41 102 �r . 44 AZ Uv.SA CONSENT CALENDAR TO: HONORABLE CHAIRPERSON AND MEMBERS OF THE AZUSA UTILITY BOARD AND AZUSA CITY COUNCIL FROM: ANN GRAF GAYNOR, INTERIM DIRECTOR OF INFORMATION TECHNOLOGY DATE: NOVEMBER 22, 2004 SUBJECT: SOFTWARE SUPPORT FROM LUND PERFORMANCE SOLUTIONS RECOMMENDATION It is recommended that the Utility Board/City Council: 1. Waive formal sealed bids in accordance with Azusa Municipal Code Section 2-523 section C, no competitive market, which allows for acquisition of proprietary services that can only be provided by one source. 2. Approve of a contract with Lund Performance Solutions, in the amount of $15,000.00, for software support services, subject to any changes made by the City Attorney. BACKGROUND In order to adequately maintain and support our existing Customer Information System during the period of conversion to a new Customer Information System, it has become critical to retain a consultant with the level of expertise that will allow us to mitigate any software problems. Services provided by Lund will be as follows: 60 hours of consulting time to be used between the periods of December 2, 2004 through June 30, 2005. If all these hours are not utilized maintaining the MUIS system, an area has been identified where Lund's service will be beneficial--in the archival of the MUIS data from the HP3000. FISCAL IMPACT Sufficient funds are available in the Information Technology Department's FY 2005 operating budget in the division that supports the Utilities, under account 48-49-942-000-6493. Prepared by: Ann Graf, Interim Director of Information Technology //% x /41 -- 033