HomeMy WebLinkAboutMinutes - February 14, 2012 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, FEBRUARY 14, 2012
A. Roll Call by City Clerk
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, February 14, 2012, commencing at 7:00 a.m.
Present: Council Member Hansen, Council Member Johnson, Council Member Katzakian, and
Mayor Pro Tempore Nakanishi
Absent: Mayor Mounce
Also Present: City Manager Bartlam, City Attorney Schwabauer, and City Clerk Johl
B. Topic(s)
B-1 Second Quarter Fiscal Year 2011/12 Water, Wastewater, and Electric Utility Department
Financial Reports (CM)
City Manager Bartlam briefly introduced the subject matter of the quarterly utility updates.
Deputy Public Works Director Charlie Swimley provided a PowerPoint presentation regarding the
water/wastewater quarterly update. Specific topics of discussion included water/wastewater cash
flow summary, operating results, cash balances, bad debt write off, and utility accomplishments.
In response to Council Member Hansen, Mr. Swimley stated the dewatering project is being
commissioned.
In response to Council Member Hansen, Deputy City Manager Jordan Ayers stated the bad debt
write off is for the first six months of the year and is down compared to last year.
In response to Council Member Johnson, Mr. Ayers stated the bad debt numbers are down due
to enforcement of time lines and more deposit requirements.
In response to Council Member Hansen, Mr. Swimley stated the permit documentation is to be
submitted on March 4, 2012, it expires in September, and the new permit will be valid for five
years.
City Manager Bartlam and Electric Utility Director Liz Kirkley provided a PowerPoint presentation
regarding the electric utility quarterly update. Specific topics of discussion included electric utility
cash flow summary, operating results, cash balances, power supply costs, power sales, Energy
Cost Adjustment (ECA) revenue, billing statistics, bad debt write off, Northern California Power
Agency (NCPA) general operating reserve (GOR), open position, and utility accomplishments.
In response to Council Member Johnson, Mr. Bartlam stated that, due to the lack of success in
recruiting senior electric utility positions from the outside, the department may shift its focus to
grow an internal pool of successful candidates similar to its current lineman program.
In response to Council Member Hansen, Mr. Bartlam stated the training may be a combination of
in-house experience and outside education.
In response to Council Member Katzakian, Mr. Ayers stated the debt service is front loaded in
that it is driven by the dates of service, which are January 1 and July 1.
Continued February 14, 2012
In response to Council Member Hansen, Mr. Bartlam stated the cash on hand equates to 122
days.
In response to Council Member Johnson, Mr. Bartlam stated the City Council previously approved
canceling the power sharing agreement with Seattle, which had been in place for approximately
20 years. Mr. Bartlam stated there is a seven-year unwinding period from the cancellation for the
City and any other member who cancels the agreement.
Mayor Pro Tempore Nakanishi requested a brief one-page summary of the history and status
of the power sharing agreement with Seattle and an overview of the ECA and its workings.
In response to Council Member Johnson, Ms. Kirkley stated there are no surprises with the
unwinding of the agreement as the utility knows exactly where it will be with respect to the
agreement for the next seven years.
In response to Council Member Hansen, Ms. Kirkley stated to date they have not received any
interest from the larger customers to move the ECA to a quarterly or biannual basis from its
current monthly status.
In response to Mayor Pro Tempore Nakanishi, Mr. Bartlam provided a brief overview of the ECA,
stating other electric utilities have a similar program and for Lodi it is also necessary for rating
agency purposes.
In response to Council Member Hansen, Ms. Kirkley stated the market and gas purchase
program numbers will fluctuate in accordance with power purchases in that they could go up or
down based on purchase price and supply.
In response to Mayor Pro Tempore Nakanishi, City Attorney Schwabauer stated the GOR does
not fluctuate as the reserve amount at NCPA, the market and gas purchase programs fluctuate
as security accounts based on what is purchased, and the programs mutually protect all
participants in the event of insolvency of one of the participants.
In response to Council Member Hansen, Ms. Kirkley stated the open position, which reflects the
current fiscal position, is on target for 5% to 10%.
In response to Council Member Hansen, Ms. Kirkley stated staff is still trying to get the seven-
year period down in years through negotiations but Seattle is not moving off its position.
In response to Council Member Hansen, Ms. Kirkley stated the PG&E study should be complete
by April, the City has expressed that it is not sure what it will do as to the connection to the west,
and it would like the connection to the east to be completed.
In response to Council Member Hansen, Ms. Kirkley stated the automatic meter reading program
has helped with personnel costs by reducing four full-time positions to two part-time positions.
B-2 Discuss Three -Tier Residential Electric Utilitv Rate Structure (EUD)
Electric Utility Director Liz Kirkley provided a PowerPoint presentation regarding a three-tier
residential rate proposal. Specific topics of discussion included historical background, reasoning
for three tiers, existing five tiers, tier rate comparison to PG&E seasonally, and a three-tier
proposed rate structure.
In response to Council Member Hansen, Ms. Kirkley stated they anticipate that PG&E will be
N
Continued February 14, 2012
making another effort to go to three tiers in the near future.
In response to Council Member Hansen, Ms. Kirkley confirmed that there will be a slight decrease
for low- and high-end users and the users in the middle will likely see no change.
A brief discussion ensued amongst the City Council, Mr. Bartlam, and Ms. Kirkley regarding the
numbers of users in the current and proposed tiers and how they will be affected in comparison to
PG&E rates by transitioning into different tiers.
In response to Council Member Hansen, Ms. Kirkley stated PG&E must go back to the Public
Utilities Commission for every rate increase it desires and any tier changes.
In response to Council Member Hansen, Ms. Kirkley stated that, if the utility lowered its bottom
tier rates, it would need to increase its higher tier rates to make up the difference.
In response to Council Member Hansen, Mr. Bartlam stated he believes Lodi Electric is overall
lower than PG&E in the industrial, commercial, and residential categories.
In response to Council Member Katzakian, Ms. Kirkley stated the utility is not planning on any
rate increases in the near future and the last permanent rate increase happened six years ago in
2006.
In response to Myrna Wetzel, Ms. Kirkley stated the utility is getting out of the Seattle power
exchange agreement because it is no longer advantageous to both sides due to the change in
the price of energy.
C. Comments by Public on Non -Agenda Items
None.
D. Adjournment
No action was taken by the City Council. The meeting was adjourned at 8:15 a.m.
ATTEST:
Randi Johl
City Clerk
AGENDA ITEMBO
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a CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE: Second Quarter Fiscal Year 2011/12 Water, Wastewater and Electric Utility
Department Financial Reports
MEETING DATE: February 14, 2012
PREPARED BY: Deputy City Manager
RECOMMENDED ACTION: Receive utility financial reports for the second quarter of Fiscal Year
2011/12.
BACKGROUND INFORMATION: In accordance with the Lodi Municipal Code, quarterly financial
reports are to be prepared for the Water, Wastewater, and Electric
Utilities. Highlights of the operations and financial performance of
each utility will be presented at the meeting of February 14, 2012.
FISCAL IMPACT: None directly related to the preparation of the report. However, the
presentation is intended to keep the Council apprised of the financial
conditions of the major municipal utilities.
FUNDING AVAILABLE: Not applicable.
APPROVED:
Jordan Ayers
Deputy City Manager
Konradt Bartlam, City Manager