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HomeMy WebLinkAboutStaff Report 14288 City of Palo Alto (ID # 14288) Utilities Advisory Commission Staff Report Meeting Date: 6/8/2022 Report Type: VII. NEW BUSINESS City of Palo Alto Page 1 Title: Discussion of Advanced Metering Infrastructure Opt-Out and Electric Meter Remote Disconnect and Reconnect Policies From: Director of Utilities Lead Department: Utilities Request Staff seeks UAC feedback on two new policies associated with advanced metering infrastructure (AMI): 1. AMI Opt-Out Policy (Attachment A) 2. Electric Meter Remote Disconnect/Reconnect Policy (Attachment B) The draft policies presented here for discussion purposes highlight AMI-specific contents that would be added to existing Utilities Rules and Regulations. Final policies will be incorporated into the Utilities Rules and Regulations 9 (“Discontinuance, Termination and Restoration of Service”) (Attachment C) and 10 (“Meter Reading”) (Attachment D) as Rule updates for Council approval before they take effect. Executive Summary AMI is a foundational technology that is becoming a standard in the utilities industry and will improve customer experience while enabling CPAU to operate more effectively. An AMI-based smart grid system will empower customers to more efficiently utilize utility supplies, facilitate customer adoption of distributed energy resources (DER) such as solar photovoltaics, energy storage, and electric vehicles, and enable the timely detection of water leaks. AMI will also enable CPAU to optimize operations and improve reliability by reducing restoration time for outages. AMI will be a critical system to meet the community’s greenhouse gas reductions goals by enabling time-of-use (TOU) electricity rates and to encourage the use of electrical appliances and charging EVs during periods of the day when electricity cost is low. Based on previous feedback from the UAC, CPAU will provide customers an alternative to a standard advanced meter installation through the AMI Opt-Out Policy. Electric and gas residential customers will be given the opportunity to opt-out of the advanced meter(s) before or after their meter upgrade(s). CPAU will also be piloting 500 advanced electric residential meters with remote disconnect and reconnect capability in strategic locations where there is a high rate of turnover (move in/move out), difficulty of access, and history of non-payment. Background On November 19, 2018, the City Council approved the Utilities Smart Grid Assessment and Technology 5 Packet Pg. 67 City of Palo Alto Page 2 Implementation Plan (Staff Report #9780). The assessment recommended the implementation of AMI and meter data management system (MDMS) smart grid systems for the benefit of electric, natural gas and water utility customers. On July 7, 2021, the UAC approved use of the Electric Special Project Reserves in an amount not-to- exceed $18.5M to fund the Smart Grid Installation Project (EL-11014) (UAC Report #12285). However, the total project estimate has increased to $18.9M to reflect potential annual CPI index escalator for installation services of $0.4M post January 1, 2023. On October 18, 2021, Council approved the AMI contract with Sensus for the citywide AMI system and installation services (Staff Report #13665). On February 14, 2022, Council approved the MDMS contract with SmartWorks (Report #13712) to act as the system of record for all meter readings and customer consumption. It will offer dashboards, visualizations, and analytics to view individual meters or aggregated meters. The MDMS also provides analysis tools for water leak detection, outage map, and transformer health. CPAU has begun a concerted effort to communicate the many facets of this project, including customer and organization benefits and costs, project timeline and what customers and employees can expect during different stages of the project, how will this project impact individual staff members, staffing, and training needs. The AMI project related information can be found at www.cityofpaloalto.org/AMI. Discussion Implementing AMI will impact many facets of the CPAU organization and customer interactions. In addition to early stage communication and feedback from CPAU staff and customers, operational policies and procedures must be evaluated and updated, with UAC and Council input. Some policies may not be fully defined until AMI systems are fully configured and business process reengineering are completed. These discussions will help inform which direction the policies will shift. Any final policies will be incorporated as revisions to existing Rules and Regulations and presented to Council for approval. Opt-Out Policy (Electric and Gas) According to national statistics, CPAU anticipates approximately 0.5% of customers may want to opt out of the AMI program (150 of 30,000 customers). Customers who opt out will not be able to realize the benefits of an advanced meter. The electric distribution system is evolving into a complex network that will allow integration of widely distributed energy resources (DER) such renewable generation, storage, and energy management systems owned by customers. The widespread adoption of DER requires CPAU to implement time-dependent electric customer rates, provide more timely and relevant information to customer about electric consumption patterns, and to gain greater visibility of the electricity flows in the distribution system for reliable utility operations. The AMI system will also provide greater visibility of electrical outages and water leaks for customers. AMI sensors will enable faster detection and restoration of electrical outages and repair of water leaks. AMI will provide tools for customers to implement additional customer energy efficiency and conservation initiatives. If a residential customer wishes to opt-out of the AMI electric and/or gas program, they will be given the opportunity to opt out either before or after their advanced meter upgrade. If the customer would like 5 Packet Pg. 68 City of Palo Alto Page 3 to keep their existing legacy meter, they will have to notify CPAU before their scheduled AMI meter replacement date. Customers will receive one mailer and one door hanger in advance of their meter upgrade. If an advanced meter has been installed, CPAU will disable the AMI meter’s radio transmission communications which also results in a monthly manual meter read for billing purposes. CPAU will not be providing a water meter opt-out option since water meters are typically located in the public right of way and distant from the home. Opt-out customers will be assessed opt-out fees to recover costs for Customer Service, Meter Reading and Billing for manual monthly billing. A one-time non-refundable set up charge in the amount of $100 will be billed on the customer residential account. In addition, a recurring monthly fee of $25 will be billed to the residential account to cover the costs of utility billing and manual meter read verification. Customers can opt-in to the AMI program at any time to discontinue the opt-out fees for no charge. Electric Meter Remote Disconnect/Reconnect Policy One major operational benefit of AMI is reducing the cost and number of utility service vehicles being dispatched (truck roll) for customer disconnection and reconnection. By decreasing the number of truck rolls, the City’s carbon footprint is also reduced and utility resources can be reassigned to other services. Remote disconnect meters have a breaker inside of them that can be controlled remotely. This would be an effective solution for customers who are turned on and off frequently as well as residences that have a high turnover such as rental properties or apartment complexes. Customer service will also be enhanced for these high turnover residential properties because remote disconnection and reconnection can occur within one business day instead of scheduling an appointment for one to three days out depending on staff’s availability. CPAU can tell our customers with remote disconnect/reconnect meters exactly when to expect their power to be turned on for move-in day and shut off on move-out day. For non-payment customers who had been disconnected in accordance with the process set out in Rule 9, CPAU can restore power almost immediately after payment has been received instead of waiting for a truck roll. Timeline Due to materials shortage and supply chain delays, delivery of electric commercial AMI meters has been delayed four to six months. The Beta phase (field deployment of ~ 1,000 electric meters) will likely begin in January 2023 instead of July 2022. The Beta phase is a comprehensive quality assurance effort including end-to-end system integration, meter functionality, parallel billing, business process documentation, and training. Tentatively, CPAU expects full AMI deployment to be completed by end of calendar year 2024. Policy Implications A number of policies to implement and operate an AMI system must be considered and approved as the project implementation progresses. Such policies and procedures and related Utilities Rules and Regulations will include: opt-out policy (discussed here), meter reading (discussed here), billing estimation in the event of a communication network outage, billing adjustment for water leak forgiveness. Stakeholder Engagement As part of the 2018 Utilities Strategic Plan development, staff actively engaged with internal and external stakeholders to identify priorities to be carried out by staff over the next three to five years. AMI was a recurring theme and identified as a strategic initiative under the “Technology” priority to 5 Packet Pg. 69 City of Palo Alto Page 4 increase system reliability, enhance customer experience, improve response time, and meet the community’s sustainability goals. Environmental Review The Utilities Advisory Commission’s discussion of the AMI policies does not meet the definition of a project under Public Resources Code 21065 and therefore California Environmental Quality Act (CEQA) review is not required. Attachments: • Attachment A: CPAU OptOut Policy 1.8 • Attachment B: CPAU RemoteDisconnect Policy 1.8 • Attachment C: Rule 09 Discontinuance Restoration - Redline - Draft 5-18-22 • Attachment D: Rule 10 Meter Reading- draft 5-18-22 • Attachment E: Presentation 5 Packet Pg. 70 POLICY AND PROCEDURES XX Revised: May 2022 Advanced Metering Infrastructure (AMI) Opt-Out Policy I.BENEFITS OF ADVANCED METERING Provides customer with hourly/daily utility usage information to help customer understand where and when energy and water are being consumed, so customer can make informed decisions about their utility consumption. Enables early detection of water leak on property, reducing unexpected high-water bills. No need to wait for a month to receive a bill and possible surprise at high costs if there has been a leak or other utility usage spike at their home. Hassle-free transfer of service; eliminates the need for appointments to turn service on or off. Faster detection of electrical outages, causes, and shorter restoration time. Less home and business visits will eliminate manual meter readers, saving time, money, and meter reader injuries. AMI data will allow CPAU to make better electric distribution system maintenance decisions. Enables CPAU to better manage the distribution system, leading to greater reliability. II.GENERAL POLICY STATEMENTS Advanced Metering Participation Unless customer specifically opts out in the advertised opt-out period: o All customers will be upgraded to advanced metering o New accounts will automatically participate in advanced metering If customer wishes to opt out and temporarily keep their existing (legacy) meter, customer must notify the City of Palo Alto before a new AMI-enabled meter is installed. Customer will be notified of scheduled meter replacement via mailer and door hanger. If customer contacts the City of Palo Alto after the AMI meter is installed, the AMI meter’s radio transmission communications will be turned off and disabled remotely, and meters will be read manually. All legacy meters will be upgraded to a new AMI-enabled meter with radio turned off upon: o Legacy meter failure o Meter maintenance/obsolescence o Customer decision to upgrade 5.a Packet Pg. 71 At t a c h m e n t : A t t a c h m e n t A : C P A U O p t O u t P o l i c y 1 . 8 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) POLICY AND PROCEDURES XX Revised: May 2022 III.ELIGIBLE CUSTOMERS Customers selecting to opt out of AMI (either with legacy meter or inactive AMI meter)must participate in the “Customer Reads Own Meter” program. Customer must sign a form acknowledging fees, terms, and conditions of the “Customer Reads Own Meter” program. As part of the “Customer Reads Own Meter” program, customer must provide access for CPAU to read the meters for verification on an annual basis. For such purposes,Customer must provide meter access to CPAU personnel during regular business hours. Customer must opt out at the account level, and the opt out must be completed by the account holder. Customer will be ineligible to opt out or opt-out selection will be revoked if a customer has a record of any of the following: Equipment tampering or electric/water/gas diversion Account is not current, not in good standing,or not in compliance with rules and regulations Obstructed meter access for meter reading and/or meter maintenance A meter site location that CPAU deemed inaccessible or hazardous for City of Palo Alto personnel to access. Customer Type Eligible to Opt-Out Residential: Single Family Electric Service Gas Service Water Service Yes Yes No* Move-in, New Account, New Service No Residential: Multi-unit No Commercial & Industrial No Net Metering (solar)No Temporary Service No *CPAU will not be providing a water meter opt-out option since water meters are typically located in the public right of way, not on private property. IV.OPT-OUT FEE 1.Set Up Charge Set up charge is per residence, not per meter. If customer has both an electric and gas meter at their property, only one setup charge will be added to the statement. However, if customer would like to opt-out for other residences on their account, there is a setup charge for each additional location. Legacy electric/gas meters: A one-time non-refundable set up charge in the amount of $100 will be billed on the residential customer account. Customer can keep their existing legacy meter until the opt out period expires 5.a Packet Pg. 72 At t a c h m e n t : A t t a c h m e n t A : C P A U O p t O u t P o l i c y 1 . 8 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) POLICY AND PROCEDURES XX Revised: May 2022 Meter Reading o Customer will be required to participate in the CPAU “Customer Reads Own Meter” program. This program allows customer to read (or photograph) their own meter and submit that information to CPAU on a monthly basis. o Submit Reads: Email: meter.readings@cityofpaloalto.org Mail pre printed Meter Read Cards: City of Palo Alto Utilities,Ground Floor Palo Alto, CA 94301 Online, through the Meter Reading Form 2.Monthly Fees: In addition to the applicable monthly Customer Charge for service, a non-refundable monthly fee in the amount of $25 will be billed to the residential account. The fee will cover the expense of processing customer self reads. Customers can opt in to AMI at any time for no charge. V.HOW TO OPT-OUT For customer’s convenience, there are multiple ways to opt out of the advanced meter program. •Use the online form. •Submit an opt-out request by visiting our office, City of Palo Alto Utilities Ground Floor, 250 Hamilton Ave, Palo Alto CA 94301. • By phone,by calling at (650) 329-2161. VI.“CUSTOMER READS OWN METER” PROGRAM (RULE AND REGULATION 10) The “Customer Reads Own Meter” program allows Customers to be responsible for reading CPAU Meters located on their property. The Customer sends the Meter readings to CPAU for entry into CPAU’s computer billing system. It is the Customer’s responsibility to furnish the readings to CPAU in accordance with the Meter reading schedule that CPAU will provide upon the Customer’s entry into the program. Customer participation in this program is at the sole discretion of CPAU. 1.If a Customer reading is not received by CPAU in time for billing, an estimated read(s) will be made by CPAU. Failure by the Customer to consistently provide Meter readings shall result in termination of participation of both “Customer Reads Own Meter” and “Opt-Out” programs. 2.In the event the Customer fails to provide readings for two consecutive months, CPAU may require the Customer to provide access to the Meters, or relocate them, at the Customer’s expense, to an accessible location on the property, in accordance with such CPAU Rules and Regulations, procedures, and standards that apply to relocation of Service. 5.a Packet Pg. 73 At t a c h m e n t : A t t a c h m e n t A : C P A U O p t O u t P o l i c y 1 . 8 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) POLICY AND PROCEDURES XX Revised: May 2022 3.On an annual basis, CPAU will read the Meters for verification. For such purposes, Meter access by CPAU personnel during regular business hours must be provided by the Customer. 5.a Packet Pg. 74 At t a c h m e n t : A t t a c h m e n t A : C P A U O p t O u t P o l i c y 1 . 8 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) ELECTRIC METER REMOTE DISCONNECT/RECONNECT POLICY XX Revised: May 2022 Electric Meter Remote Disconnect/Reconnect Policy This policy outlines how City of Palo Alto Utilities will use the remote disconnect reconnect enabled electric meter function for customer electric services. The use of remote disconnect reconnect electric meters allows for the disconnection and/or reconnection of an electrical service to a service address without City of Palo Alto staff being physically present where the electric meter is located. I.INSTALLATION: Remote disconnect reconnect enabled electric meters may be installed at any location identified by City of Palo Alto Utilities using the following conditions as guidelines. •A service address that has a high rate of move-in and move-out events, where multiple accounts are opened and closed within a 36-month span. •Any service address that has been physically disconnected for non-payment more than 1 time in the previous 12 months. •A meter site location is deemed inaccessible or hazardous for City of Palo Alto personnel to access. II.DISCONNECTION: City of Palo Alto reserves the right to remotely disconnect the electric meter in accordance with Rule 9 (Disconnection, Termination, and Restoration of Service) if an account has been closed for move out, if there is an outstanding bill that has no agreed upon resolution, or if a hazardous condition has been identified. Customer is fully responsible for any impacts resulting from the disconnection at the service address. III.RECONNECTION: Upon customer resolving a Customer Service Department-related issue such as establishing a new account or making an overdue payment, City of Palo Alto will remotely reconnect the electric services by initializing the reconnection switch in the meter for the service address within 1 full business day. City of Palo Alto reserves the right to remotely reconnect the electric meter and it is the customer’s full responsibility to ensure that all equipment and appliances at the service address pose no potential hazard if and when the electric meter is reconnected, and the electric service is restored. Attachment B • CITY OF PALO ALTO UTILITIES 5.b Packet Pg. 75 At t a c h m e n t : A t t a c h m e n t B : C P A U R e m o t e D i s c o n n e c t P o l i c y 1 . 8 [ R e v i s i o n 1 ] ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 1 A. CUSTOMER-INITIATED TERMINATION OF UTILITY SERVICE 1.A Customer requesting termination of Utility Service(s) must notify the CPAU Customer Service Office at least three business days before the Service termination effective date. Upon receipt of such notice, CPAU has no obligation to render Service after the effective date of such change, and CPAU will discontinue the Customer’s responsibility for bills for Service supplied to the Premises after that date. 2.A Customer vacating a Premise to move to another Premise served by CPAU, but wishing Service to continue beyond the date vacated, must provide an effective date of termination to the CPAU Office or Call Center at the time of the request for establishment of Service for the new Premise. The Customer is financially responsible for all Service supplied prior to the Service end date, and Customer must provide a forwarding address for final billing purposes. B.CPAU-INITIATED TERMINATION OR DISCONNECTION OF SERVICE CPAU may terminate or disconnect Utility Service when an existing Customer, through action or inaction, has not complied with Utility Service requirements as stated in these Rules and Regulations, or other applicable laws. CPAU will terminate or disconnect Utility Service as a last resort. Actions that warrant termination or disconnection of Service include, but are not limited to, the following: 1.Use of Utility Services without having first complied with the requirements for Service. Customers will be responsible for all associated Charges from the date of initial Service as determined by CPAU, up to the maximum period allowed by law. 2.Vacating Premises without notification to CPAU. 3.Tampering, damaging, interfering with or destroying CPAU equipment, facilities or property. Customers will be liable for all damage to CPAU arising from negligence, lack of proper care, or wrongful act of the Customer or Customer’s tenants, agents, employees or contractors. Attachment C 5.c Packet Pg. 76 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 2 4. Nonpayment of bills or any proper Charges from special fees, licensing agreements, loans or returned check(s) due to insufficient funds in Customer’s bank account; failure to establish credit, failure to provide adequate credit information, or failure to provide required deposits. C. PROCEDURES FOR CPAU-INITIATED DISCONNECTION OF SERVICE 1. Prior to disconnection for non-payment, CPAU will provide two written notices to the Customer, and/or the third party the Customer has designated to receive such notices, as applicable: a. 10-Day Late Notice: The first “Late Notice” is issued 5 days after the bill due date and informs Customer that a late fee has been charged, and Customer must pay the overdue amount by the date specified to avoid disconnection of Service. b. 48-Hour Disconnect Notice: If payment is not received by the date specified in the 10-day notice, a Disconnect Notice will be delivered to the Customer’s Premises, notifying the Customer that payment must be received within 48 hours or Utilities Services will be disconnected for non-payment. If payment is not received within the 48-hour period, Utilities Services may be disconnected without further notice. The 48-hour Disconnect Notice will include: (1) The name and address of the Customer whose Account is delinquent. (2) The amount of the delinquency and late fee. (3) The date by which payment or arrangements for payment is required to avoid disconnection of Service. (4) The procedure by which the Customer may initiate a complaint or request an investigation concerning Service or Charges; except that, if the bill for Service contains a description of that procedure, the notice is not required to contain that information. 5.c Packet Pg. 77 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 3 (5) The procedure by which the Customer may request amortization of the unpaid Charges. (6) The procedure for the Customer to obtain information on the availability of financial assistance, including private, local, state, or federal sources, if applicable. (7) The telephone number of a representative of CPAU who can provide additional information or institute arrangements for payment. 2. Customers may contact CPAU Customer Service Center to discuss options for averting disconnection of Service for non-payment: IN PERSON City of Palo Alto Utilities Customer Service Center, Ground Floor 250 Hamilton Avenue Palo Alto, CA 94301 PHONE: 650-329-2161 BY MAIL City of Palo Alto Utilities Customer Service Center PO Box 10250 Palo Alto, CA 94303 BY E-MAIL UtilitiesCustomerService@cityofpaloalto.org 3. Deferred or Reduced Payments Policy: Customers may contact CPAU Customer Service Center to request deferred or reduced payments based on Customer’s demonstrated financial need. CPAU will notify the Customer in writing of the terms of deferred or reduced payment. 4. Alternative Payment Schedule Policy: Customers may contact CPAU Customer Service Center to request an alternative payment schedule based on Customer’s demonstrated 5.c Packet Pg. 78 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 4 financial need. An example of a possible alternative payment schedule is the Budget Billing Payment Plan (BBPP) found in Rule and Regulation 11, “Billing, Adjustment and Payment of Bills.” CPAU will notify the Customer in writing of the terms of the alternative payment schedule. 5. To avoid disconnection of Utility Service, a Customer’s outstanding Account balance may be transferred to another Account in the same class of Service in that Customer’s name at another location served by CPAU. 6. To avoid disconnection of Utility Service, CPAU may extend payment arrangements for the unpaid Account balance to accommodate a Customer’s financial situation. If the Customer fails to meet the terms of the payment arrangement, the outstanding balance will become immediately due and payable, and the Account Service(s) will be subject to disconnection after expiration of a 48-hour Disconnect Notice. 7. Customers whose Utility Service has been disconnected for non-payment will have their Accounts referred to a collection agency when past-due balances exceed 180 calendar days. 8. Residential metered Utility Services will not be disconnected for non-payment of a bill on any Friday, Saturday, Sunday, legal holiday or at any time during which the Utilities Customer Service Office or Call Center is closed. Online payments may take up to 24 hours to be received by CPAU. 9. Utility Service will not be disconnected for non-payment of an incorrect bill until the corrected bill becomes past due. 10. CPAU’s Disputed Bills Policy can be found in Rule and Regulation 11, “Billing, Adjustment, and Payment of Bills.” 11. Utility Service will not be disconnected for non-payment of a disputed bill during investigation or review by CPAU. The non-disputed portion of the Utility bill will remain due and payable. CPAU findings and resolution of a disputed bill will be 5.c Packet Pg. 79 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 5 communicated to the Customer within thirty calendar days of the Customer’s notification to CPAU of the bill dispute. 12. Customers in need of assistance with bill payment for their Utility Service, due to a reduction in household income resulting from a member of the household being called to active duty status in the military, may apply for shut-off and payment protections for a period of 180 days, pursuant to the California Military and Veterans Code, Section 827, as amended. CPAU, at its option, may extend these protections for an additional 180 days. D. PRIOR NOTICE EXCUSED IN CERTAIN SITUATIONS CPAU may immediately terminate Utility Services, without notice, for an unauthorized action of a Customer, including, but not limited to: 1. Theft of Utility Service. 2. Willful waste of Water. 3. Unsafe wiring or equipment on Customer Premises or wiring or equipment that fails to meet CPAU standards or applicable law. CPAU reserves the right to inspect if CPAU staff reasonably believes that unsafe conditions exist. If the Customer discovers any defect in their Utility Service, the Customer must notify CPAU immediately. 4. Use of Customer equipment that imposes an electrical Load adversely affecting CPAU’s Distribution System operation, Service capacity, or Service to its other Customers. Any Customer that operates Electric equipment including, but not limited to, pumps, welders, furnaces, compressors or other equipment where the use of Electricity is intermittent, and causes significant voltage fluctuations or electromagnetic interference to other Customers, must reasonably limit such impacts or interference upon request by CPAU. The Customer may be required to permanently mitigate any ongoing disruption to the Electric Distribution System to an acceptable level established by CPAU, or avoid the use of such equipment. Failure to comply with 5.c Packet Pg. 80 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 6 such mitigation and/or limitation requests may result in immediate termination of Utility Service. 5. Placement, construction, or maintenance of any structure, vegetation, debris, or other object upon the Customer’s Premises that, in CPAU’s judgment, endangers the safe and reliable operation or maintenance of CPAU overhead or underground Electrical, Fiber Optic, Water, Gas and Wastewater facilities. E. REMOTE DISCONNECT/RECONNECT CPAU will use the remote disconnect reconnect enabled electric meter function for Customer electric meters on Customer electric services. The use of remote disconnect reconnect electric meters allows for the disconnection and/or reconnection of an electrical service to a service address without CPAU staff being physically present where the electric meter is located. Remote disconnect reconnect enabled electric meters may be installed at any location identified by CPAU using the following conditions as guidelines. • A service address that has a high rate of move-in and move-out events where multiple accounts are opened and closed within a 36-month span. • Any service address that has been physically disconnected for non-payment more than 1 time in the previous 12 months. • A meter site location is deemed inaccessible or hazardous for CPAU personnel to access. 1. Disconnect. CPAU reserves the right to remotely disconnect the electric meter if an account has been closed for move out, if there is an outstanding bill that has no agreed upon resolution, or if a hazardous condition has been identified. Customer is fully responsible for any impacts resulting from the disconnection at the service address. 2. Reconnection. Upon customer resolving a Customer Service Department-related issue such as establishing a new account or making an overdue payment, CPAU will remotely reconnect the electric services by initializing the reconnection switch in the meter for the service address within 1 full business day. CPAU reserves the right to remotely reconnect the electric meter and it is the customer’s full responsibility to ensure that all equipment and appliances at the service address pose no potential hazard if and when the electric meter is reconnected and the electric service is restored. 5.c Packet Pg. 81 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) DISCONNECTION, TERMINATION AND RESTORATION OF SERVICE RULE AND REGULATION 9 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective 10-21-2019 TBD Sheet No 7 E.F. RESTORATION OF SERVICE 1. CPAU will restore Service to a disconnected Account when the financial cause for disconnection has been rectified and Customer has paid all proper Charges due, including any additional deposits or reconnection Charges. 2. CPAU will restore Service to a terminated Account when it determines that the physical cause for termination has been rectified, safe operating conditions have been restored, and the engineering and operations requirements for Service have been met, including compliance with CPAU Rules and Regulations. (END) 5.c Packet Pg. 82 At t a c h m e n t : A t t a c h m e n t C : R u l e 0 9 D i s c o n t i n u a n c e R e s t o r a t i o n - R e d l i n e - D r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) METER READING RULE AND REGULATION 10 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective TBD6-27-2016 Sheet No. 1 A.BILLING PERIOD 1.CPAU will attempt to read Water, Gas, and Electric Meters at consistent intervals ranging from 27-33 days for each Billing Period. 2.Under normal conditions, bills will be based upon actual Meter readings. Under abnormal conditions, such as, but not limited to Meter malfunction, lack of access to the Meter, or CPAU staffing limitations, the bill for a Billing Period may be based upon estimated Meter readings taken from the historical record of consumption at the Premises. To correct any inaccuracies arising from the use of an estimated Meter reading, CPAU will make reasonable efforts, but does not guarantee, that it will obtain a Meter reading for the following Billing Period based on an actual Meter reading. 3.CPAU may estimate bills for unmetered Utility Service, for Utility Service from Meters which have been tampered with, or where access has been denied or impeded by the Customer, by the best available means, which may include, but are not limited to: estimation by comparison to prior Billing Period for the same Premise and equivalent Billing Period for the prior year. Such bills shall be due and payable by the Customer. 4. When the estimated Meter reading is higher than the actual Meter reading, adjustments for consumption and cost will be made to the Customer’s next regularly scheduled bill. B. MULTIPLE METERS FOR SAME SERVICE For the purpose of calculating Charges, each Meter on the Customer’s Premises will be considered separately, and the readings of two or more Meters will not be combined, except as follows: 1.Where combinations of Meter Readings are specifically provided for in Rate Schedules or via contract with the Customer; 2.Where CPAU’s operating convenience or necessity requires the installation of two or more Meters on the Customer’s Premises. Attachment D 5.d Packet Pg. 83 At t a c h m e n t : A t t a c h m e n t D : R u l e 1 0 M e t e r R e a d i n g - d r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) METER READING RULE AND REGULATION 10 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective TBD6-27-2016 Sheet No. 2 C. “CUSTOMER READS OWN METER” PROGRAM The “Customer Reads Own Meter” program allows Customers to be responsible for the reading of CPAU Meters located on their property. The Customer sends the Meter readings to CPAU for entry into CPAU’s computer billing system. It is the Customer’s responsibility to furnish the readings to CPAU in accordance with the Meter reading schedule that CPAU will provide upon the Customer’s entry into the program. Customer participation in this program is at the sole discretion of CPAU. 1. If a Customer reading is not received by CPAU in time for billing, an estimated read(s) will be made by CPAU. Failure by the Customer to consistently provide Meter readings shall result in termination of participation in the “Customer Reads Own Meter” program. 2. In the event the Customer fails to provide readings for two consecutive months, CPAU may require the Customer to provide access to the Meters, or relocate them, at the Customer’s expense, to an accessible location on the property, in accordance with such CPAU Rules and Regulations, procedures, and standards that apply to relocation of Service. 3. On an annual basis, CPAU will read the Meters for verification. For such purposes, Meter access by CPAU personnel at reasonable hours must be provided by the Customer. D. OPT-OUT OF ADVANCED METERING Customer may choose to opt out and temporarily keep their existing (legacy) meter by notifying CPAU before a new AMI-enabled meter is installed. If Customer contacts the CPAU after the AMI meter is installed, the AMI meter’s radio transmission communications will be turned off and disabled remotely, and meters will be read manually. Unless customer specifically opts out in the advertised opt-out period:  All customers will be upgraded to advanced metering  New accounts will automatically participate in advanced metering 5.d Packet Pg. 84 At t a c h m e n t : A t t a c h m e n t D : R u l e 1 0 M e t e r R e a d i n g - d r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) METER READING RULE AND REGULATION 10 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective TBD6-27-2016 Sheet No. 3 1. Eligible Customers  Customers selecting to opt out of AMI (either with legacy meter or inactive AMI meter) must participate in the “Customer Reads Own Meter” program.  Customer must sign a form acknowledging fees, terms, and conditions of the “Customer Reads Own Meter” program.  As part of the “Customer Reads Own Meter” program, customer must provide access for CPAU to read the meters for verification on an annual basis. For such purposes, Customer must provide meter access to CPAU personnel during regular business hours.  Customer must opt out at the account level, and the opt out must be completed by the account holder.  2. Ineligible Customers Customer will be ineligible to opt out or opt-out selection will be revoked if a customer has a record of any of the following:  Equipment tampering or electric/water/gas diversion  Account is not current, not in good standing, or not in compliance with rules and regulations  Obstructed meter access for meter reading and/or meter maintenance  A meter site location that CPAU deemed inaccessible or hazardous for City of Palo Alto personnel to access. 3. Opt-out Fee a. Set Up Charge. The set up charge is per residence, not per meter. If Customer has both an electric and gas meter at their property, only one setup charge will be added to the statement. However, if Customer would like to opt-out for other residences on their account, there is a setup charge for each additional location.  Legacy electric/gas meters: A one-time non-refundable set up charge in the amount of $100 will be billed on the residential customer account.  Customer can keep their existing legacy meter until the opt out period expires 5.d Packet Pg. 85 At t a c h m e n t : A t t a c h m e n t D : R u l e 1 0 M e t e r R e a d i n g - d r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) METER READING RULE AND REGULATION 10 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective TBD6-27-2016 Sheet No. 4 Meter Reading  Customer will be required to participate in the CPAU “Customer Reads Own Meter” program. This program allows customer to read (or photograph) their own meter and submit that information to CPAU on a monthly basis. Submit Reads: Email: meter.readings@cityofpaloalto.org Mail pre printed Meter Read Cards: City of Palo Alto Utilities, Ground Floor Palo Alto, CA 94301 Online, through the Meter Reading Form b. Monthly Fees. In addition to the applicable monthly Customer Charge for service, a non- refundable monthly fee in the amount of $25 will be billed to the residential account. The fee will cover the expense of processing customer self reads. There is no fee to opt in to AMI. 4. How to Opt-out For Customer’s convenience, there are multiple ways to opt out of the advanced meter program. • Use the online form. • Submit an opt-out request by visiting our office, City of Palo Alto Utilities Ground Floor, 250 Hamilton Ave, Palo Alto CA 94301. • By phone, by calling at (650) 329-2161. 5.d Packet Pg. 86 At t a c h m e n t : A t t a c h m e n t D : R u l e 1 0 M e t e r R e a d i n g - d r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) METER READING RULE AND REGULATION 10 CITY OF PALO ALTO UTILITIES RULES AND REGULATIONS Issued by the City Council Effective TBD6-27-2016 Sheet No. 5 D. METER READING ERRORS Under certain circumstances, CPAU will adjust a Customer’s bill for reasons of accuracy. (See CPAU Rule 11 regarding billing adjustments related to error or malfunction.) 1. Meter reading errors may be brought to the attention of CPAU by the Customer or identified by a computer generated report as part of the billing review process. 2. When a Meter reading error has been identified, the Customer will be notified of the correction within 30 calendar days. (END) 5.d Packet Pg. 87 At t a c h m e n t : A t t a c h m e n t D : R u l e 1 0 M e t e r R e a d i n g - d r a f t 5 - 1 8 - 2 2 ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) JUNE 8, 2022 www.cityofpaloalto.org Advanced Metering Infrastructure (AMI)Customer Opt-Out and Remote Disconnect/ReconnectPolicies 5.e Packet Pg. 88 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) Opt-Out Policy JUNE 8, 2022 www.cityofpaloalto.org 5.e Packet Pg. 89 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 1 Why and Opt-Out Policy? Purpose: •Provide customers an alternative to a standard advanced meter installation •Anticipate and prepare for a small group of concerned customers’ needs Core Principles: •Allow customers an equitable choice of service, while meeting utility equipment requirements •Educate customers on the benefits of an advanced meter 5.e Packet Pg. 90 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 2 General Opt-Out Policy •If customer wishes to opt out and temporarily keep their existing (legacy) meter, customer must notify the City of Palo Alto before a new AMI-enabled meter is installed. Customer will be notified of scheduled meter replacement via mailer and door hanger. •Unless customer specifically opts out in the advertised opt-out period: •All customers will be upgraded to advanced metering •New accounts will automatically participate in advanced metering •If customer contacts the City of Palo Alto after the AMI meter is installed, the AMI meter’s radio transmission communications will be turned off and disabled remotely, and meters will be read manually. •All legacy meters will be upgraded to a new AMI-enabled meter with radio turned off upon: •Legacy meter failure •Meter maintenance/obsolescence •Customer decision to upgrade 5.e Packet Pg. 91 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 3 Eligible Customers •Customers selecting to opt out of AMI (either with legacy meter or inactive AMI meter) must participate in the “Customer Reads Own Meter” program. •Customer must sign a form acknowledging fees, terms, and conditions of the “Customer Reads Own Meter” program. •As part of the “Customer Reads Own Meter” program, customer must provide access for CPAU to read the meters for verification on an annual basis. For such purposes, customer must provide meter access to CPAU personnel during regular business hours. •Customer must opt out at the account level, and the opt out must be completed by the account holder. 5.e Packet Pg. 92 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) Ineligible Customers Customer will be ineligible to opt out or opt-out selection will be revoked if a customer has a record of any of the following: •Equipment tampering or electric/water/gas diversion •Account is not current, not in good standing, or not in compliance with rules and regulations •Obstructed meter access for meter reading and/or meter maintenance •A meter site location that CPAU deemed inaccessible or hazardous for City of Palo Alto personnel to access. 4 5.e Packet Pg. 93 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) Opt-Out Fee 1.Set Up Charge Set up charge is per residence, not per meter. If customer has both an electric and gas meter at their property, only one setup charge will be added to the statement. However, if customer would like to opt-out for other residences on their account, there is a setup charge for each additional location. •Legacy electric/gas meters: A one-time non-refundable set up charge in the amount of $100 will be billed on the residential customer account. •Meter Reading •Customer will be required to participate in the CPAU “Customer Reads Own Meter” program. This program allows customer to read (or photograph) their own meter and submit that information to CPAU on a monthly basis. 2.Monthly Fees: •In addition to the applicable monthly Customer Charge for service, a non-refundable monthly fee in the amount of $25 will be billed to the residential account. The fee will cover the expense of processing customer self reads. Customers can opt-in at any time for no charge. 5 5.e Packet Pg. 94 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) Remote Disconnect / Reconnect JUNE 8, 2022 www.cityofpaloalto.org 5.e Packet Pg. 95 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 6 Electric Meter Remote Disconnect/Reconnect •This policy outlines how City of Palo Alto Utilities will use the remote disconnect reconnect enabled electric meter function for customer electric services. •The use of remote disconnect reconnect electric meters allows for the disconnection and/or reconnection of an electrical service to a service address without City of Palo Alto staff being physically present where the electric meter is located. 5.e Packet Pg. 96 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 7 Installation Remote disconnect reconnect enabled electric meters may be installed at any location identified by City of Palo Alto Utilities using the following conditions as guidelines. •A service address that has a high rate of move-in and move-out events, where multiple accounts are opened and closed within a 36-month span. •Any service address that has been physically disconnected for non- payment more than 1 time in the previous 12 months. •A meter site location is deemed inaccessible or hazardous for City of Palo Alto personnel to access. 5.e Packet Pg. 97 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 8 Disconnection •City of Palo Alto reserves the right to remotely disconnect the electric meter in accordance with Rule 9 (Disconnection, Termination, and Restoration of Service) if an account has been closed for move out, if there is an outstanding bill that has no agreed upon resolution, or if a hazardous condition has been identified. •Customer is fully responsible for any impacts resulting from the disconnection at the service address. 5.e Packet Pg. 98 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s ) 9 Reconnection •Upon customer resolving a Customer Service Department- related issue such as establishing a new account or making an overdue payment, City of Palo Alto will remotely reconnect the electric services by initializing the reconnection switch in the meter for the service address within 1 full business day. •City of Palo Alto reserves the right to remotely reconnect the electric meter and it is the customer’s full responsibility to ensure that all equipment and appliances at the service address pose no potential hazard if and when the electric meter is reconnected, and the electric service is restored. 5.e Packet Pg. 99 At t a c h m e n t : A t t a c h m e n t E : P r e s e n t a t i o n ( 1 4 2 8 8 : A M I O p t O u t a n d R e m o t e D i s c o n n e c t P o l i c i e s )