HomeMy WebLinkAbout2021-04-20 Finance Committee Summary Minutes FINANCE COMMITTEE
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Special Meeting
April 20, 2021
The Finance Committee of the City of Palo Alto met on this date in virtual
teleconference at 6:02 P.M.
Present: Burt, Cormack, Filseth
Absent:
Oral Communications
Stephen Raney shared that the Palo Alto Transportation Management
Association (TMA) sent an email to Palo Alto (City) regarding the TMA’s
forecast for the most likely scenario looking at commute traffic levels and
lunchtime retail traffic levels relative to 2019. Also provided in the email was a question of can and should the City provide a tracking dashboard to track
economic recovery.
Agenda Items
1. Staff and the Utilities Advisory Commission (UAC) Recommendation
That the Finance Committee Recommend the City Council Decline to
Adopt the Energy Storage System Targets and Receive the 2020 Energy
Storage Report.
Dean Batchelor, Utilities Director introduced Lena Perkins who presented the
item to the Finance Committee (Committee).
Lena Perkins, Senior Resources Planners for Utilities announced that the item
before the Committee was the Energy Storage Report for 2020. The report
was submitted to the California Energy Commission (CEC) in December of 2020. City of Palo Alto Utilities (CPAU) is required to investigate energy
storage every 5-years, and CPAU did not set energy storage targets for years
2011, 2014 and 2017 because energy storage was not cost-effective at the
time of review. CPAU and Smart Electric Power Alliance (SEPA) conducted a
detailed analysis in the year 2020 that showed that energy storage is not yet
cost-effective and for that reason, CPAU did not set energy storage targets for
2020. Energy storage can address three goals the City was seeking to fulfill
but cannot address the three goals at the same time. In terms of the storage
of renewable electricity goal, Staff determined that curtailment was less costly
than installing the current generation of energy storage that was available.
Regarding the leverage of distributed batteries goals, Staff must align
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incentives and for the resiliency goal, Staff determined that it could work
within critical locations. Staff examined potential sites but the cost for energy storage was higher than the cost to harden the distribution lines in the area.
For residential, the residential application where batteries are added to an
existing solar system does save carbon by storing solar power in the middle
of the day and using it in the evening. By having batteries, residents were
saving the utility money but not enough money in the wholesale cost market to offset the costs. In terms of commercial customers using batteries, the
customer would save money but having a battery increased carbon emission
because the battery was charging during high carbon hours. Staff determined
that if the City restricted the hours between 4:00 P.M. and 10:00 P.M. for
when batteries must be discharged, it lowers the benefit to the commercial
customer. Also, the savings to the utility was not enough to offset the
wholesale cost. Staff will continue to investigate more specific cases for
resiliency, align incentives as storage prices decrease, and consider a pilot of
smart electric heat pumps and smart charging for electric vehicles (EV). The
City and the community have the discretion to implement battery storage
pilots or programs or incentives, but energy storage targets were not set
because Staff did not want to set an obligation for the City to fulfill.
Council Member Filseth asked what the real cost is per kilowatt (kW) hour for
storage.
Ms. Perkins explained that the cost per kW hour was decreasing but the
installation cost was increasing.
Vice Mayor Burt requested if Assembly Bill (AB) 2514 requires the City to set
a target.
Ms. Perkins answered that the City is setting goals that are achievable and
cost-effective for the community overall.
Vice Mayor Burt inquired if the City sets a target, is the City legally obligate
to reach those targets.
Ms. Perkins noted that the CEC does use the targets for their planning.
Vice Mayor Burt remarked that the City does set targets in the City’s Reach
Codes and renewable acquisitions. He was confused about how energy
storage targets are different from those goals.
Ms. Perkins added that the targets are wrapped into the Integrated Resources
Planning as well as the City’s efficiency targets which are not meant to be
aspirational.
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Jonathan Abendschein, Utilities Assistant Director stated that the Council is
the regulatory authority and it is important to maintain local control. If the City sets an energy storage target, the CEC will count that target in their
projections, there will be an expectation that the target will be reached, and
resources will be used regardless of if it is beneficial to customers or not.
Vice Mayor Burt remarked that the City set up a framework and goals for
renewable energy before the state did. That allowed the City to purchase renewables at a cheaper cost which resulted in lower Electric Utility rates. He
stated that scenario should be considered when deciding if the City should get
an energy storage target. He wanted to know Staff’s perspective on the
likelihood of there being statewide brownouts. He commented that mega-
fires can impact reliability as well as internal issues. He asked what impacts
those changing circumstances have caused and the dynamics between
resiliency and reliability.
Ms. Perkins encouraged the City to draft a more concrete plan for resiliency
but it should be separate from the CEC target submissions. In terms of the
brownouts, the City experienced one rolling outage where the City was called
upon to drop load. The Independent System Operator (ISO) has taken several
actions to address the brownouts. High-level actions included bringing on
board another 1.5 gigs of battery storage, helping two natural gas plants from
going out of business, and reducing their import assumptions. Western, other
members of Bank, and Los Angeles Department of Water and Power (LAWP)
are now under the Western Energy Imbalance Market (EIM) which brought
transmission and comprehensive supply stacked planning that was more than
48-hours in advance. With the new changes, Staff predicted that there will
be no future brownouts unless there is a mega-fire or entire west heatwave.
Vice Mayor Burt asked what is the cost for renewable projects that contain
built-in storage.
Ms. Perkins mentioned that the projects are not as cost-effective as hydro
energy.
Vice Mayor Burt appreciated Staff’s explanation on why the City should not
pursue battery storage for commercial customers. He inquired if storage for
the City’s utility was explored and could it contain a reliability component in
addition to resiliency.
Ms. Perkins restated that Staff needed to understand what the value of that
resiliency is to the community.
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Vice Mayor Burt summarized that the City will have to quantify the cost for
both direct economic cost and other costs to the community for power
outages. He asked what liabilities will the City face if brownouts continue.
Ms. Perkins noted that because the City is the system operator, the City
received greater benefits from maintenance and upsizing lines than batteries.
Mr. Batchelor confirmed that batteries at the substations would help during
large brownouts.
Molly Stump, City Attorney answered that in terms of liabilities, the focus is
on ethics and policy more than law. The utility does have a no perfect power
rule built-in and it is communicated to customers that there is a possibility of
power outages.
Vice Mayor Burt mentioned that the report explored current costs for batteries,
not future battery costs.
Ms. Perkins confirmed that is correct but mentioned that the Investment Tax
Credit was decreasing and that decrease was included in the report. The
report projected a reasonable projection for 3-years into the future.
Vice Mayor Burt claimed that Staff is proposing a ½ full time equivalent (FTE)
position to conduct additional studies. He asked if that is too conservative.
Ms. Perkins noted that estimate was for a small pilot program and was not for
a battery incentive program. A better incentive program would need
substantially more money and time.
Vice Mayor Burt wanted to understand what internal commitment the
Committee can recommend to Council.
Mr. Abendschein articulated that Staff has a list of potential programs and
approaches in the context of the Sustainability and Climate Action Plan
(S/CAP). Staff will be exploring resiliency and storage in the summer of 2021
but he acknowledged that there are Staffing and resource limitations.
Ed Shikada, City Manager agreed with Mr. Abendschein.
Vice Mayor Burt predicted that if resources were expanded, Staff could explore
the six programs that Staff listed.
Mr. Shikada indicated that was true, but the programs should be cost-effective
and consistent with the priorities that Council has established.
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Vice Mayor Burt acknowledged that there is tension between the goals outlined
in the S/CAP and the need to strengthen and harden reliability and resiliency.
Chair Cormack wanted confirmation that 26 residential batteries have been
installed with 56 in process.
Ms. Perkins stated those figures are correct.
Chair Cormack found that number low. She indicated that the next analysis
will be conducted in the year 2023.
Ms. Perkins answered yes.
Chair Cormack commented that there is a mismatch between supply and
demand and that is why the price has increased. For batteries, the increase
had to do with technology.
Ms. Perkins stated that batteries are not at their lowest cost and other storage
solution costs could come down faster.
MOTION: Council Member Filseth moved, seconded by Chair Cormack that
the Finance Committee recommend the City Council decline to adopt the
energy storage targets at this time; and accept the 2020 City of Palo Alto
Utilities Energy Storage Report under AB2514.
Council Member Filseth acknowledged that large-scale storage is not
economically feasible currently and the City should explore it again in the next
3-year cycle.
Chair Cormack mentioned that there are no benefits to the City if a target is
submitted.
Vice Mayor Burt wanted to take a stronger approach to the six key areas that
Staff listed.
Ms. Perkins advised the Committee to explore which impacts they are
comfortable with in terms of exploratory actions.
AMENDMENT: Vice Mayor Burt moved, seconded by Council Member XX to
request Staff to return to the Finance Committee with resource needs and a
plan for an accelerated exploration of the six-key areas that Staff wishes to
continue to explore.
Council Member Filseth did not accept the Amendment.
Chair Cormack also did not accept the Amendment.
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AMENDMENT FAILED DUE TO THE LACK OF A SECOND
Vice Mayor Burt asked if a Motion needs a second.
Ms. Stump answered yes and so Committee Members must vote yes or no to
the Motion.
Council Member Filseth advised Vice Mayor Burt to propose a Substitute
Motion.
Vice Mayor Burt acknowledged that a Substitute Motion would not receive a second. He concluded that in order for Council to consider the Amendment,
he would vote no on the MSotion, even though he supported it.
Ms. Stump confirmed the item would go to Council as an action item if there
is not unanimous approval. The Committee could agree to bring forward the
amendment as an action item to Council but approve the report.
Council Member Filseth did not support that approach.
MOTION PASSED: 2-1 Burt no
2. Staff Recommendation That the Finance Committee Recommend the
City Council Adopt a Resolution Amending Utility Rate Schedule D-1
(Storm and Surface Water Drainage) Reflecting a 2.0 Percent Consumer
Price Index Rate Increase to $15.34 per Month per Equivalent
Residential Unit for Fiscal Year 2022.
Brad Eggleston, Public Works Director introduced Karin North who presented
the item to the Finance Committee (Committee).
Karin North, Manager Watershed Protection for Public Works shared that the
Stormwater Management Fee provided funding for routine stormwater system
maintenance and operations. Staff recommended that the Committee
recommend the City Council (Council) adopt a 2 percent rate increase for the
Stormwater Management Fee.
Chair Cormack anticipated that Council will have questions regarding the
increase to Consumer Price Index (CPI).
MOTION: Council Member Filseth moved, seconded by Vice Mayor Burt that
the Finance Committee recommend the City Council:
A. Adopt the attached Resolution (Attachment A) amending Utility Rate
Schedule D-1 (Storm and Surface Water Drainage); and
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B. Implement a 2.0% rate increase for the Storm Water Management Fee
consistent with the applicable Consumer Price Index, increasing the monthly charge per Equivalent Residential Unit (ERU) by $0.30, from
$15.04 to $15.34 for Fiscal Year 2022.
MOTION PASSED: 3-0
3. Regional Water Quality Control Plant Wastewater Treatment Fund
Capital Program Update.
Brad Eggleston, Public Works Department acknowledged that Palo Alto’s (City)
Regional Water Quality Control Plant (RWQCP) completed a Long-Range
Facility Plan 10-years ago that recommended several major projects be done
to address regulatory requirements and aging infrastructure. Staff was not
seeking any action from the Finance Committee (Committee).
James Allen, Water Quality Control Plant Manager confirmed that much of the
RWQCP’s issues are being addressed through the capital program. The capital
program was similar to neighboring cities and the City’s capital program was
roughly $310 million. City Council (Council) will review on May 17, 2021, a
construction contract for the primary sedimentation tank rehabilitation and
equipment room electrical update. The project was estimated to cost $19
million and Staff planned to have the project complete by December 2023.
Another project was the new outfall line which was a 63-inch pipe that
addressed capacity, leaks, and sea-level rise adaptation. The project has
completed the design phase, obtained all required permits and funding was
available. The project has been delayed due to the United States Army Corps
of Engineers (USACE) levee project and the airport runway possibly being
shifted to the south. If the runway is moved, that would result in a redesign
of the project. The City will not lose its funding if the project continued to move forward. The secondary treatment upgrade was 60 percent through the
design process. If financing is available, construction would begin in the year
2023 and be completed by the year 2026. Loan applications have been
submitted to United States Environmental Protection Agency (USEPA) and the
State of California. Staff will be bringing forward to Council the loans and a
construction contract for the project in late 2022/early 2023. The total cost
for the project was $146 million. For the project, Staff was pursuing a State
Revolving Fund (SRF) low-interest loan that had a rate range of .9% to 1.4%.
If full funding is not obtained by SRF, the City was invited to apply for the
Water Infrastructure Finance and Innovative Act (WIFIA) Program but the loan
contained a nonrefundable $250,000 application fee and a potential loss of
$105,000 in credit rating expense. The rates are based on the United States
Treasury rates and the borrower’s credit rating. If the City obtained 100
percent financing from SRF, the City would have a $6 million debt service and
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for a WIFIA loan, the City would have a $6.2 million debt service. For the
environmental services and lab building project, 10 percent of the design has been completed. Due to a high estimate by the architect, the architect was
released and the project has restarted advanced planning that looked at
smaller buildings and remodeling older onsite buildings. In terms of capital
program delivery risks, the operations are open 24-hours, 7-days a week
which resulted in bypass operations and limited staging areas. Also, there were several schedule and sequence risks as well as coordination risks. Cash
flow was one financial risk as well as timing and scoping changes. The City
has $15 million in the Wastewater Treatment Fund but those funds may not
be enough to cover costs while the City waits for reimbursement from the
loans.
Vice Mayor Burt asked what are the reasons for the project that reduces
nitrogen emissions.
Mr. Allen explained that the form of nitrogen that is going to be reduced is
nitrate and that will be reduced by 2/3s.
Vice Mayor Burt questioned if there were nitroxide emissions that may be
reduced as well.
Mr. Allen remarked that nitroxide was not measured but predicted it was not
at a high level.
Mr. Eggleston noted that there are best practices for minimizing the formation
of nitroxide but it is a component that is addressed in the Greenhouse Gas
Inventory that is conducted annually.
Vice Mayor Burt wanted to know if there was consideration of the plant
expanding into the dead-end of Embarcadero Way.
Karin North, Manager Watershed Protection for Public Works commented that
Staff is exploring putting the environmental services building there.
Vice Mayor Burt clarified to take over the non-park dedicated land.
Mr. Allen explained that Staff has not explored that area but he confirmed if
it is not parkland, then the City could explore using it. He suggested the area
could be used as a staging area.
Vice Mayor Burt asked what the trend is on volume of outflow both from
conservation measures, recycling and advanced recycling projection.
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Mr. Allen noted that the lower flows due to droughts have helped avoid high
flow situations. The current 54-inch pipe does not have the capacity to carry
80 million gallons a day, as was the amount predicted for a king tide.
Vice Mayor Burt wanted to know if the RWQCP is staffed well enough to be
able to address the volume of projects.
Mr. Eggleston announced that a cross-departmental team has been formed
that will focus on the logistics and risks of the projects along with consultants.
Vice Mayor Burt emphasized that he was concerned about logistics and
staffing. He encouraged Staff to request for more Staffing if they feel they
need more. He inquired if the rates should be increased to create a leveling
effect for capital expenses and Staffing.
Mr. Eggleston reported there have been discussions to increases the rates.
Ed Shikada, City Manager requested that Staff elaborate further regarding the
internal discussions that have happened regarding the projects.
Kiely Nose, Administrative Services Director restated that the City is not the
only City that has done these types of multiple projects. Staff reached out to
those Cities and they indicated that they have an internal Staffing team who
works on the collaboration.
Mr. Shikada added that the allocation of costs has to be in alignment with the
other RWQCP partners.
Vice Mayor Burt wanted to know if Staff felt the projected rate increases were
adequate to meet cash flow and staffing needs.
Mr. Eggleston shared that the Utilities Department has the forecast and was
building that into their planning. Public Works has not provided the Utilities
Department any forecasts that indicated a Staffing cost increase.
Ms. Nose commented that in terms of cash flow, the City would not want to
increase its cash flow and have that overflow to the other partnering agencies.
Vice Mayor Burt encouraged Staff to not be overly cautious.
Council Member Filseth asked if the City will fall behind on other projects when
these proposed capital projects begin.
Mr. Eggleston noted that the RWQCP needs the upgrades and it will benefit
the City.
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Mr. Allen added that after these projects are complete, there are a few large
capital projects on the horizon.
Mr. Eggleston commented that Staff is always looking for the newest
technology to be implemented into the plan.
Council Member Filseth inquired what the expense is to move the airport
runway and will sea level rise cause more unexpected projects. He emphasized
that the airport was supposed to be expense neutral.
Mr. Shikada responded that there will be discussions regarding who will fund
that unexpected expense.
Chair Cormack appreciated Staff’s hard work in managing the RWQCP. She
requested that when Staff returns, to have the project schedule mapped out
over the corresponding years they will begin construction. She requested Staff
elaborate on the debt to annual expenditure budget ratios.
Ms. Nose confirmed that the percentages are high but are comparable with
other agencies who are going through similar upgrades.
Chair Cormack mentioned that the loan repayment terms are 30 years but the
life of the asset is more around 50 years. She asked why those are not
matched.
Carrie Del Boccio, Woodarad & Curran Representative mentioned that the 30
year loan term is a standard duration.
Chair Cormack asked as the project moves forward, is Staff using forward-
looking volumes to determine the percentage that is allocated to the other
partners.
Mr. Allen indicated that the City’s fixed capacity for operating share was 38.16
percent and the fixed capacity for the debt share was similar. No other
partners have requested a different share in the RWQCP.
Mr. Allen emphasized the percentages pertained to shared plant capacity, not
current numbers of flow rates into the plant.
Chair Cormack appreciated and supported Staff’s understanding that the
upgrades to the integrated operation service center should be put on hold.
Ms. Nose remarked that the City should be prepared to address unknown
issues as they arise as the projects move forward.
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Chair Cormack added that the City’s Capital Infrastructure Plan should be
forecasted for 10-years instead of 5-years.
NO ACTION TAKEN
Future Meetings and Agendas
Kiely Nose, Administrative Services Director reported that the next Finance
Committee will be at 2:00 P.M. on May 4, 2021.
Adjournment: The meeting was adjourned at 8:10 P.M.