HomeMy WebLinkAbout2005-12-07 Utilities Advisory Commission Summary MinutesCITY OF PALO ALTO
Utilities Advisory Commission
Minutes Approved at March 7, 2006 UAC Meeting
SPECIAL MEETING & STUDY SESSION
Meeting Minutes 12/07/2005
I. ROLL CALL
The Utilities Advisory Commission meeting was called to order at 6:15 p.m. on
December 7, 2005. Those in attendance were: George Bechtel, Dexter Dawes,
John Melton, Dick Rosenbaum, and Marilyn Keller. Also in attendance were
Bern Beecham, Frank Benest, Emily Harrison, and Carl Yeats.
II. ORAL COMMUNICATIONS
Mr. Herb Borock spoke on the topic of this meeting not being taped or recorded.
III. NEW BUSINESS
Commissioner Bechtel turned the meeting over to Frank Benest who distributed
the attached handout titled “Utilities Restructuring Plan.” Mr. Benest discussed
the goals and timelines for the restructuring. The restructuring core team will
consist of the following; Frank Benest (lead), Emily Harrison, Carl Yeats, Russ
Carlsen, Gary Baum, Mike Miller, Glenn Roberts and Sharon Erickson (as
needed).
Mr. Benest shared the purpose and problems this restructuring hopes to address.
He stated there has been a lack of adequate oversight and supervision of the
Operations and Engineering Divisions and also poor communication and
coordination between the Utilities Divisions and between the Utilities
Department and other departments. The escalating costs of commodities and key
capital projects are putting great stress on rates over time As complexities of
Utilities business has increased in the last five years, there is a question of
whether span of control is too great within the Utilities Department and this
restructuring effort will take a look at other Utilities to see what is working for
other cities.
Benest also stated that a majority of top managers and key staff in Utilities are
eligible to retire in the next five years and there is no succession plan in place;
serious recruiting and training issues need to be addressed.
Ms. Harrison has been and will continue to focus on Engineering and Operations
while Carl Yeats will focus on Administration, Admin and Customer Services and
Resource Management. The Risk Oversight Committee will continue to expand
the role they play in our business decisions. We will continue to solicit employee
input. While E&O has been going through extensive training, more needs to be
CITY OF PALO ALTO
Utilities Advisory Commission
Minutes Approved at March 7, 2006 UAC Meeting
done. We will improve communications between divisions and between Utilities
and other departments. As an example, Ms. Harrison stated this is the first time
Public Works and Utilities have been able to freely discuss the Public Works audit
on the street resurfacing program. We have major CIP projects we need to keep
on track. Budget issues include the fact that Engineering and Operations have
had the same base budget for the past 7 – 8 years while labor and material costs
have continued to increase.
Mr. Yeats told the Commissioners they could expect a progress report back to
them at the March UAC meeting. Tomorrow morning the executive staff will
meet with ASD and Utilities staff for an all-hands meeting. We will be looking at
various operational issues for the Utilities such as; current trends in the industry,
policy and procedural changes, sustainability, legal issues (i.e. City Charter and
Muni Code), job descriptions, duplication of positions within the General Fund
and Utilities and budgetary changes, and meet and confer issues.
Commissioner Dawes said he is in the dark about specifics of past events in the
City, is there any plans to open the books on the investigation? Without specific
knowledge of events, it is hard to have a reaction to the restructuring plan.
Benest said we will be working with our Legal department to protect employees
basic privacy rights so how much information will be released will be for the
courts to decide.
Commissioner Dawes asked what the UAC role will be in this process and Benest
replied that while personnel roles would not be proper, the Commission should
identify issues they want the Core Team to look at.
Some examples Benest spoke of are: Utilities Department carries sewage then the
Public Works Department treats the sewage. WGW division deals with the pipes.
These have been together since they are all underground pipes. Gas is totally
different so does it make sense to have them lumped together. Functions
duplication in Utilities; marketing and communication staff in the General Fund
and in the Enterprise Funds, is there redundancy in these positions. What
opportunities do we have to construct cost savings? Utilities or Public Works –
who does street work? There are many issues such as this we will be looking at.
Bern Beecham noted that a lot of these concerns are operational issues. Deciding
how the City might restructure is to look at can we change the way we plan. The
UAC has a long-term perspective.
Dawes noticed that no Utilities personnel are included on the Core Team. Benest
said the team will be working with many employees, Utilities included. Yeats and
Beecham will be involved in strategic planning at the end of this month.
CITY OF PALO ALTO
Utilities Advisory Commission
Minutes Approved at March 7, 2006 UAC Meeting
Commissioner Rosenbaum asserted the UAC have never had anything to do with
operations and they thought things were going very well. He said he is surprised
that Mike Miller is involved with this project as he thought he was more a policy
and procedure guy.
Commissioner Melton said Palo Alto is a premier organization and he encourages
the Core Team to consider we have a good model, have a bias towards keeping
commodities working better than anywhere else in the State.
Commissioner Keller advised the team to be actively looking to staff to be
involved, including union staff as there will most likely be meet and confer issues.
Chairman Bechtel expressed surprise at some of the assertions, such as training.
He would want to make sure this doesn’t happen again and would like to have
one or two Commissioners involved in some aspect of the process. He wants to
make sure this business is not destroyed and advised hiring a business consultant
to assist with this process.
Mr. Beecham agreed with the comments about the quality of CPAU. If the span
of control is too broad it can come back and bite you. The ultimate control has
got to be good management. He stated he has a lot of faith in our Risk
Management program and believes it is the best organization in California. He
also advised to use due haste but not to go too fast. Do it – do it right.
Commissioner Rosenbaum said many cities do their own finances. Melton
shared an anecdote from a meeting with a NCPA consultant who said they
couldn’t do anything to improve Palo Alto since we are the best in the state.
Commissioner Dawes agreed that we need to be careful to do this and do it right.
He feels that there will be an organization penalty to pay in a one year leadership
lapse. Chairman Bechtel said the Commission would like to be involved in the
interviews for the new Director.
IV. ADJOURNMENT
The next regularly scheduled meeting will be held on January 11, 2006 at 7 p.m.
in the Council Conference room. Meeting was adjourned at 7:16 p.m.
Respectfully submitted,
Dee Zichowic
Administrative Assistant
City of Palo Alto Utilities