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HomeMy WebLinkAbout2015-08-18 Finance Committee Agenda Packet Finance Committee 1 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. Tuesday, August 18, 2015 Special Meeting Community Meeting Room 6:00 PM Agenda posted according to PAMC Section 2.04.070. Supporting materials are available in the Council Chambers on the Thursday preceding the meeting. PUBLIC COMMENT Members of the public may speak to agendized items. If you wish to address the Committee on any issue that is on this agenda, please complete a speaker request card located on the table at the entrance to the Council Chambers/Council Conference Room, and deliver it to the Clerk prior to discussion of the item. You are not required to give your name on the speaker card in order to speak to the Committee, but it is very helpful. Call to Order Oral Communications Action Items 1. Utilities Advisory Commission Recommendation that the City Council Approve Design Guidelines for the 2015 Electric Cost of Service Analysis 2. Third Quarter Fiscal Year 2015 Financial Report 3. Recommendation to Adopt City Debt Policy Future Meetings and Agendas Adjournment AMERICANS WITH DISABILITY ACT (ADA) Persons with disabilities who require auxiliary aids or services in using City facilities, services or programs or who would like information on the City’s compliance with the Americans with Disabilities Act (ADA) of 1990, may contact (650) 329-2550 (Voice) 24 hours in advance. 2 August 18, 2015 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. Status of Items Requested by the Finance Committee Referral Date Item Title Status 2013 Police Services Utilization and Resources Study (PD) Pending 2014 Utilities Department Organizational Assessment (ASD/UTL) Pending Return with an update on the status of organizational assessment recommendations 2015 Review and Discussion of the Public Art Ordinance (ASD) Pending Discussion of Usage and Replacement of Pool Vehicles (ASD) Single Story Overlay Fee Waiver Policy and Discussion (ASD) 2015 TBD Strategies to Reduce the City's Long-term Pension and Retiree Health Care Plans Unfunded Liabilities (ASD) Pending Finance Committee Items Tentatively Scheduled Meeting Date Item Title 9/1/2015 Meeting Cancelled 9/15/2015 Meeting Cancelled 10/6/2015 Update to the Utilities Department Organization Assessment (Utilities) GASB 68 (ASD) 11/17/2015 Close Budget and Approve CAFR for FY 2015 City of Palo Alto (ID # 5965) Finance Committee Staff Report Report Type: Action Items Meeting Date: 8/18/2015 City of Palo Alto Page 1 Summary Title: Design Guidelines for Electric COSA Title: Utilities Advisory Commission Recommendation that the City Council Approve Design Guidelines for the 2015 Electric Cost of Service Analysis From: City Manager Lead Department: Utilities Recommendation Staff and the Utilities Advisory Commission (UAC) recommend that the Finance Committee recommend that Council approve the Design Guidelines for the 2015 Electric Cost of Service Analysis (Attachment B). Executive Summary Electric rates were last adjusted when a 10% rate increase went into effect on July 1, 2009. Staff intends to complete an electric cost of service analysis (COSA) in Fiscal Year (FY) 2016 in advance of a rate adjustment that staff projects will be necessary on July 1, 2016. The primary goal of the COSA will be to review the allocation of costs to customer classes and the electric rate design to ensure customers are charged according to the cost to serve them. However, the COSA will also include a review of the rate design issues created by increasing numbers of local solar installations, higher electric vehicle penetration, and the potential for building electrification. This report discusses the existing rate design, gives an overview of the issues to be addressed in the COSA analysis, and sets forth short-term (Phase One) and long-term (Phase Two) work plans for addressing various types of rate design issues. The attached guidelines are only intended to address the Phase One work plan, which must be completed in time to support the July 1, 2016 rate change. Staff will return for further discussion of the Phase Two work plan and will recommend additional rate design guidelines at that time to guide Phase Two rate design activities. Background Traditionally, utilities use a COSA to allocate costs among customer classes and to design rates. COSAs gained a more important role for California publicly-owned utilities after the passage of Proposition 26 (2010). Proposition 26 added provisions to the State Constitution essentially defining every local government fee or charge as a tax, requiring voter approval, unless one of seven exceptions applies. Municipal electric rates that do not exceed the reasonable costs to City of Palo Alto Page 2 the local government of providing electric service are one exception from the constitutional definition of a tax, and its voter approval requirements. Although Proposition 26 is not retroactive, it will apply to the City’s electric rates once they are increased next via Council adoption. The FY 2016 Electric Utility Financial Plan (Staff Report 5681) projected the need for a 6% rate increase on July 1, 2016. The current rates, which were last changed on July 1, 2009, are based on a COSA performed in 2007. The fundamental structure of the City’s current rates has remained the same since the early 1980s, though the commodity, distribution, and public benefits portions of the rates were “unbundled,” or separated out, during California’s deregulation of the electric market in the late 1990s. Like many utilities, Palo Alto had declining block rates (rates that decreased with increasing consumption) for all customers until the late 1970s, at which point the City switched to the current system. For residents, the current system includes inclining block rates (rates that increase with consumption, more commonly called tiered rates), and for the more diverse non-residential customer classes, flat seasonal rates with demand charges for larger customers. As Palo Alto transitioned to its current rate design, fixed charges for both types of customers were switched to minimum charges and eventually eliminated. The main driver for these changes was to encourage conservation. Discussion The following sections provide a review of the current rate structure and a discussion of rate design issues affecting the utility in the short term and in the long term. They also include a work plan and a proposed set of rate design guidelines to guide the COSA. Summary of Existing Rate Structure Table 1, below, summarizes the number of customers on each electric rate schedule and the percentage of the City’s sales volume they represent. Currently the electric rate for separately- metered residential customers (Rate Schedule E-1) has three tiers, with rates that increase when customer use exceeds roughly 300 kilowatt-hours (kWh) per month and again when the customer exceeds roughly 600 kWh. Non-residential customers’ rates are flat (not tiered) and are higher during the summer. Larger non-residential customers are billed based on their peak demand (the highest fifteen minutes of consumption in the month, measured in kilowatts, or kW) in addition to their monthly energy use. These demand charges are higher in the summer than in the winter, just like the energy charges. None of the major rate schedules include fixed or minimum charges. City of Palo Alto Page 3 Table 1: Existing Electric Rate Schedules Rate Applicability Description Number of customers(1) Share of sales(1) E-1 Separately-metered residential customers Three tiered rate No fixed or minimum charge 25,341 16% E-2 Small non-residential customers and master metered multi-family customers Flat energy charge that varies seasonally No fixed or minimum charge 3,073 7% E-4 Demand-metered non- residential customers, peak demand <1000 kW Flat energy and demand charges that vary seasonally No fixed or minimum charge 736 32% E-7 Demand-metered non- residential customers , peak demand >1000 kW Flat energy and demand charges that vary seasonally No fixed or minimum charge 66 42% E-18 City-owned facilities Flat energy charge that varies seasonally No fixed or minimum charge 123 3% (1) FY 2014 The City also has a number of optional, pilot, and special use rate schedules. Both the E-4 and E-7 customer classes have optional time-of-use (TOU) rate schedules. There is a pilot residential (E-1) TOU rate schedule as well, though it is limited to the small group of customers participating in the pilot program. The E-14 rate establishes charges for street and highway lighting, and the E-16 rate deals with unmetered electrical equipment such as billboards, wireless antennas, and traffic cameras. There are also generation-related rates, such as the E-3 rate and E-NSE rate. The E-3 rate establishes wholesale energy purchase prices for certain types of customer-owned generating facilities. The City designed this schedule to comply with the Public Utility Regulatory Policies Act (PURPA). The E-NSE rate establishes the City’s purchase price for surplus generation from customer-owned net-metered solar systems. Lastly, the voluntary PaloAltoGreen rate is still available for certain commercial customers who want it for sustainability reporting purposes. Rate Design Issues, Short-Term and Long-Term Staff has identified a variety of rate design issues to address in coming years. Some of the issues are more relevant to the long-term operation of the utility (five to ten years from now), and others are relevant to its operation over the next three to five years. The short-term rate design issues include:  The need to update the City’s electric COSA. Since the current COSA was completed over 8 years ago, an updated COSA is needed before implementing any changes to existing rates.  Drought-related hydroelectric resource variability. This variability could potentially be managed using a hydro rate adjustment mechanism.  Customer interest in electric water heating and space heating. The City’s Carbon Neutral Portfolio has led some customers to consider electrifying the space and water City of Palo Alto Page 4 heating systems in their homes, or replacing gas-using appliances with electric ones. The electric rate structure has an impact on these decisions.  More electric vehicles and plug-in hybrids are on the market. Replacing gasoline or diesel fueled vehicles with electric vehicles is another form of electrification and, again, the electric rate structure can have an impact on these customer choices.  The City’s net energy metering (NEM) tariff for solar customers may reach capacity within the next one to three years. The City should have new rules and rates ready for customers who install solar systems after the NEM cap is reached, and should consider the impact of existing and proposed rate designs on the economics of solar. The long-term rate design issues include:  Advanced metering. This technology would enable wider applicability of TOU rate structures and charges based on customer peak demand. The utility will need to evaluate whether to apply these rate structures more widely.  Long-term potential for customer disconnection from the electric grid. As building technology advances and energy storage and distributed generation technologies become cheaper, it may become feasible for customers to disconnect from the distribution system. The utility should begin considering how to monitor these trends and how pricing strategies might need to be adapted.  Changing utility rate design. The largest utilities are considering a shift to residential TOU rate or even real-time varying rates. They are also considering the rate design issues raised by distributed solar, electric vehicles, building electrification, and other developing technologies. The City attempts to maintain some consistency with the rate designs in nearby communities, so the responses of larger utilities to these trends are worth monitoring.  New carbon reduction targets. More vehicle and building electrification will be required to achieve some of the targets being considered by the State and the City. This will have cost and rate implications for the electric utility. The utility should begin evaluating those long term impacts. To address the issues listed above, staff is proposing a two phase work plan. Phase One involves completing a COSA that addresses only the short-term rate design issues. Staff forecasts a need to increase rates 6% on July 1, 2016 to preserve the financial position of the electric utility, so that date will drive the work plan for Phase One. Longer-term rate design issues will be addressed in Phase Two since these issues are not critical to address prior to July 1, 2016, but preliminary analysis and some stakeholder discussions can begin in 2015 and 2016. Many of the Phase Two projects do not have specific deadlines for completion because they are driven by other planning efforts, such as the Sustainability and Climate Action Plan (S/CAP) and the City’s advanced metering planning efforts. Table 2, below, shows the issues to be addressed in each phase of the work plan. Note that the guidelines proposed for adoption only address the Phase One work plan. Staff will return to the UAC and Council with additional guidelines for any Phase Two rate design work. City of Palo Alto Page 5 Table 2: Electric Rate Design Work Plan Phase One Work Plan (to be completed by July 1, 2016)  Before the spring 2016 financial forecasting and budget adoption process, develop an electric COSA that addresses the rate design issues discussed in the Design Guidelines for the 2015 Electric Utility COSA (Attachment B).  As part of the spring 2016 financial forecasting and budget adoption process, bring completed COSA and new proposed rate schedules to the UAC and Council for review and adoption.  Develop rules and rates governing solar customers once the NEM program reaches capacity.  Examine projected impacts of the current residential tiered rate design on customers with electric heating and electric vehicles, and explore pilot programs, rebates, or other methods for addressing those impacts, as needed.  Complete a connection fee study to evaluate existing fees and address rules related to transformer upgrades. Phase Two Work Plan (to begin in 2015, completion dates to be determined)  As the City establishes new sustainability goals as part of the S/CAP and continues to analyze future trends in energy use, identify the impact of these on electric rate design and the electric utility’s financial position and develop appropriate responses.  As the CustomerConnect advanced metering pilot program progresses, and as a long-term plan is developed regarding advanced metering and other smart grid technologies, evaluate TOU rate structures and other rate designs those technologies could enable.  Monitor electric rate trends at the State level and among other publicly owned utilities.  Consider the use of fixed charges to recover certain types of costs.  Begin assessing the impact of distributed generation, storage, grid-interactive appliances, and electric vehicles on the distribution system and identify the rate designs that would send appropriate and cost-based price signals to customers using these technologies.  Develop a framework for monitoring the utility’s cost recovery and competitiveness in light of customer self-provision of power and disconnection from the electric grid.  Evaluate the long-term rate impact to the electric utility of new electric vehicle and building electrification loads, as well as new highly efficient building code standards that are currently in development. Rate Design Guidelines In the past, the UAC and Council have expressed concern about having limited ability to make changes to proposed rate structures once a COSA is completed. Staff agrees, and has committed to having policy discussions with the UAC and Council prior to embarking on a COSA. Staff is proposing a set of rate design guidelines for Phase One (Attachment B) to guide its work over the next year. Separate rate design guidelines will be developed for Phase Two. The guidelines for the Phase One COSA are summarized below and discussed in more detail in subsequent sections: Guideline 1. Rates must be based on the cost of service. City of Palo Alto Page 6 Guideline 2. Energy charges should be structured similarly to the way they are currently structured, if feasible. Guideline 3. All existing rates should be reviewed for inclusion in the COSA or for retirement. Guideline 4. The COSA should consider the impact of rate designs on electric vehicle and electric heating customers. Guideline 5. The COSA should consider the need for a minimum charge. Guideline 6. A hydroelectric rate adjustment mechanism should be evaluated. Guideline 7. The effect of rate design on current and future solar customers should be considered. Guideline 8. A study of connection fees should be completed. Guideline 9. The effect of proposed rate design changes on low income customers should be considered. Guideline 1: Rates to be based on the cost of service The goal of a COSA is to identify the costs associated with serving each customer class and the rates required to recover those costs. Historically, electric utilities have been able to make some adjustments to COSA-recommended rates to achieve environmental or social objectives. After Prop. 26, such rates cannot be structured solely to achieve policy objectives unless they are also cost-based, absent voter approval. The COSA has become an important tool for demonstrating that utility rates are based on the cost of service. As a result, this guideline must be the overriding one for the COSA. Guideline 2: Use existing rate design for energy charges For Phase One, staff recommends against considering major modifications to the structure of energy charges (such as shifting customers to flat rates, TOU rates, or real-time pricing) for this COSA. The City has not installed the necessary metering technology to implement advanced rate designs like TOU in the short term, and does not expect to do so for several years. The installation of advanced metering may take place within the next several years, and that would be the appropriate time to consider major changes to existing rate structures. This is anticipated in Phase Two of the work plan. If feasible, the COSA should continue the current structure for energy charges, including:  A tiered energy rate for residential customers  A uniform energy rate (possibly with seasonal variation) for non-residential customers  A demand and energy rate for large non-residential users, possibly with seasonal variation Although staff anticipates retaining the existing structure for energy charges, minor adjustments, as discussed in subsequent guidelines, may be advisable (e.g. adding a minimum charge). City of Palo Alto Page 7 Guideline 3: Evaluation of all existing rate schedules for continuation, consolidation, or retirement Staff recommends evaluating all existing rate schedules to determine whether they should be continued or retired. The main focus of this review will be the customer class definitions for non-residential customers. Staff will ask a consultant to evaluate whether the boundaries between small (E-2), medium (E-4), large (E-7), and City-owned (E-18) non-residential customers should be redefined and whether some of the rate schedules should be consolidated. Guideline 4: Impact on electric vehicle and electric heating customers Residential customers represent a fairly uniform customer class when compared to non- residential customers. Electric vehicles are becoming more available, however, and some customers are considering greater use of electricity in their homes by replacing natural gas fueled water and space heaters with efficient heat pump water and space heaters. These customers are likely to have significantly different load profiles from the average residential customer. Staff recommends evaluating whether the cost to serve these customers differs from other residential customers substantially. If so, adjusting the pricing structure applicable to these customers may be appropriate. Guideline 5: Minimum Charge The electric utility incurs costs for billing, metering, and system maintenance for each customer connected to its distribution system, regardless of whether that customer uses energy. Many utilities use a fixed or minimum service charge to recover some or all of those costs. More California utilities are adopting these charges in recent years because the rapidly decreasing cost of rooftop solar and energy storage has enabled some customers to completely eliminate their electric bills through the use of NEM. These customers still use the distribution system when their solar system is not generating, and also incur costs for customer service, billing, meter reading, and maintenance of meters and service drops. A fixed or minimum charge recovers those costs. Fixed and minimum charges can be designed to recover similar costs, but differ in the way they operate:  A fixed service charge is applied each month in addition to the consumption charge. Revenue generated from a fixed charge allows the consumption rate to be reduced. Fixed charges are useful for reducing revenue variability for utilities with high load variability due to weather or other factors.  A minimum charge applies only if a customer’s consumption charge falls below a specified amount. For example, if the utility had a rate of $0.10/kWh, a customer using 30 kWh would pay $3 (30 kWh x $0.10/kWh) in the absence of a minimum charge. With a $5 minimum charge, a customer using 30 kWh would pay $5. If the customer used 100 kWh, the customer’s bill would be $10 (100 kWh x $0.10/kWh), and the minimum charge would not apply. A minimum charge generally does not generate as much City of Palo Alto Page 8 revenue as a fixed charge, and may not generate much revenue at all unless there are substantial numbers of customers with little or no energy consumption. However, it can be useful for ensuring that very low users or solar customers contribute to the cost of operating the utility. For this COSA staff recommends considering a minimum charge as a way of ensuring that all customer groups contribute their share of the utility’s operating costs. This is consistent with the approach currently being implemented by PG&E and other investor-owned utilities, as well as a number of publicly-owned utilities throughout California. Many of these utilities are considering eventually implementing fixed charges rather than minimum charges. Staff recommends considering a fixed charge in the Phase Two work plan, but only evaluating the addition of a minimum charge in the Phase One COSA work. Staff estimates that a minimum charge, if adopted, would be between $5 and $7 per month. Staff estimates that such a charge would affect less than 1% of all non-solar customers. It would affect slightly more customers on the rate assistance program, since these customers tend to use less energy on average. Even so, it would still only affect 1% to 3% of these customers, and they would still have lower bills than customers in the rest of the state. As part of the COSA, staff will evaluate how this charge (and other aspects of the rate design) would affect the economics of solar in Palo Alto. Guideline 6: Hydroelectric rate adjustment mechanism Hydroelectric resources make up roughly 50% of the City’s electric supply portfolio. The output of these resources varies with annual rainfall, but their costs are largely fixed. When rain and snow is plentiful and hydroelectric resources generate more than usual, the City does not need to buy as much electricity in the markets (or can sell surplus electricity) and its costs decrease. During a dry year the opposite happens. Costs increase because the City must buy more energy in the markets to replace the hydroelectric generation. This variability can result in as much as $11 million to $13 million in additional costs in a dry year or cost savings in a wet year. The City maintains reserves to help manage these changes in cost in the short term, but the costs must be passed through in the rates eventually. Some agencies use a rate adjustment mechanism to make these rate impacts more transparent by passing on the costs and savings to customers as they occur. These rate adjusters provide a temporary rebate in a wet year or impose a temporary adder in a dry year. In addition to transparency, they have the added benefit of reducing the reserves needed to manage cost variability. Staff recommends evaluating a hydroelectric rate adjustment mechanism during development of the COSA. This would be done in parallel with the Phase One COSA and would involve additional discussions with the UAC and Council. If a hydro rate adjuster were recommended for adoption as part of this process, it would then be incorporated into the COSA. City of Palo Alto Page 9 Guideline 7: Rate design and solar customers As a result of Senate Bill (SB) 1 (2006), investor-owned utilities and publicly-owned utilities like the City were required to offer NEM to customers who installed solar systems. Under NEM, solar customers who generate surplus energy in the summer receive a credit that can be used to offset their bill in the winter. SB 1 required utilities to offer this program until installed solar capacity reaches 5% of the utility’s peak load. The City, like many other utilities, will likely reach that point within the next one to three years. Investor-owned utilities are currently working with the California Public Utilities Commission (CPUC) to define rules for solar customers after the NEM cap is reached. Staff is monitoring this effort and also working on its own analysis specific to Palo Alto to develop a successor to the existing NEM rules. For some customers, NEM can result in the elimination of the total electric bill on an annual basis, or even a small net surplus. One criticism leveled at NEM is that it is unsustainable and inequitable. Solar customers continue to use the distribution system during the night and winter, but customers with large systems do not contribute to the upkeep of the system because they pay no electric bill (or a very small bill). Solar advocates counter that existing rate structures may not properly account for the value that solar systems provide to the distribution system. Efforts are being made at the State level to balance these considerations in future rate design, and staff will do the same in this COSA. Discussions about post-NEM rules for solar customers will take place in parallel with the COSA and will involve additional discussions with the UAC and Council. The COSA will also evaluate the impact of any recommended rate design on the economics of solar systems. Guideline 8: Connection fee study The City currently charges customers a one-time fee to connect to the distribution system. The City charges a flat fee for a 200 ampere capacity connection, but requires a customized estimate for higher capacity connections. Fees for higher capacity connections can be substantially more expensive, especially if the new connection triggers the need for a residential transformer upgrade. These higher capacity connections, previously rare, are becoming more common as electric vehicle penetration increases and some customers begin to install electric space and water heaters. As part of the COSA, staff will re-evaluate its policies and fees for new and upgraded customer connections. Guideline 9: Impact on low income customers Changes in rate design can have different impacts on customers who use different amounts of electricity. Low-income customers have lower electricity usage than other customers, on average. Staff intends to evaluate the impact of any recommended rate design changes on low- income consumers and may recommend mitigation of those impacts if necessary. Commission Review The UAC reviewed the staff recommendation at its June 3, 2015 meeting. Commissioners were largely supportive of the staff proposal after asking a variety of clarifying questions. There was some discussion of whether it was possible, even in light of Prop. 26, to establish incentive rates City of Palo Alto Page 10 that incorporated the value of the environmental and societal benefits associated with switching transportation and heating uses away from fossil fuels. One suggestion was to place the incentive rates on the ballot, and a question was asked whether there was a simple way to incorporate these incentive rates into the Phase One work plan. Staff recommended deferring this analysis to Phase Two of the work plan due to the short time line associated with the Phase One work plan. Ultimately, the UAC voted to recommend that Council approve the proposed Design Guidelines for Phase One of the Electric COSA and to recommend that staff consider rate designs that reduce the global climate footprint in Phase Two by a vote of 3-1-1 (Commissioners Cook, Danaher, and Schwartz voting yes, Chair Foster abstaining, Commissioner Hall opposed, and Commissioners Eglash and Van Dusen absent). Commissioner Hall was opposed to the motion since he wanted the analysis to be conducted in Phase One instead of Phase Two. Final excerpted notes from the UAC’s June 3, 2015 meeting are provided as Attachment B. Timeline After receiving the Finance Committee’s recommendation, Council will consider approval of the Phase One Electric COSA design guidelines. The COSA is expected to be completed by the spring of 2016 so that updated rates can be adopted as part of the FY 2017 budget process to be effective on July 1, 2016. Resource Impact The work associated with this project will be absorbed using existing staff and contract budgets. The new rates adopted as a result will be designed to generate adequate sales revenue to fund the electric utility’s operations in FY 2017. For FY 2017, the utility is projected to need roughly 6% more sales revenue ($8.8 million) than is generated by current rates, mainly due to increased costs associated with renewable projects. In addition, if the drought continues through FY 2017, additional revenue (as much as $10 million to $15 million) may be needed to fund higher market purchase costs resulting from low output of hydroelectric resources. As part of the COSA, staff will evaluate a hydroelectric rate adjustment mechanism that could add a temporary charge to customer bills to generate additional revenue under a drought scenario. For more detail on these projections see the proposed FY 2016 Electric Utility Financial Plan (Staff Report 5681). Policy Implications The process of adopting these design guidelines provides the UAC and Council an opportunity to provide policy guidance to staff before work begins on the COSA. Once a COSA is complete, it can be difficult to modify the resulting rate design without reviewing and possibly amending the analysis. The analysis performed as part of this COSA will support other policy initiatives, including the Local Solar Plan (Staff Report 4608) and the S/CAP. Both the Phase One and Phase Two work plans involve analysis of the impacts of rate design on electrification, and are therefore part of City of Palo Alto Page 11 staff’s response to the December 15, 2014 Council Colleagues Memo on Climate Action Plan Implementation Strategies to Reduce Use of Natural Gas and Gasoline through Fuel Switching to Carbon Free Electricity. The analysis of the hydroelectric rate adjustment mechanism is part of the Long-term Electric Acquisition Plan (LEAP) Implementation Plan (Staff Report 1317). Environmental Review Adoption of the Design Guidelines for the 2015 Electric Cost of Service Analysis does not meet the definition of a project, pursuant to Section 21065 of the California Environmental Quality Act, thus no environmental review is required. Attachments:  Attachment A: Design Guidelines for the 2015 Electric Cost of Service Analysis - Phase One (PDF)  Attachment B: Excerpted Draft UAC Minutes of June 3, 2015 meeting (PDF) Attachment A Design Guidelines for the 2015 (Phase One) Electric Utility Cost of Service Analysis 1. Rates must be based on the cost to serve customers. This is the overriding principle for the cost of service analysis (COSA); all other rate design considerations are subsidiary to this basic premise. 2. For this cost of service study, and to the extent feasible, energy charges should be based on existing rate structures. This includes: a. A tiered rate design structure for residents b. A flat general service rate for small non-residential users c. A flat demand and energy rate for large non-residential users 3. The COSA should involve a review of all existing rate schedules for inclusion in the COSA or retirement. 4. The COSA should take into account the impact of rate designs on electric vehicles and electric heating customers, and should investigate: a. the extent to which these customers have different load profiles from other residential customers; and b. the extent to which existing rate designs should be adjusted for these differing load profiles 5. The COSA should evaluate the need for a minimum charge. 6. A hydroelectric rate adjustment mechanism should be evaluated. 7. The COSA should evaluate the impact of rate designs on the economics of local solar for current and future customers and should be coordinated with an analysis of long-term solar policies to be put into effect after the existing net energy metering tariff reaches capacity. 8. A connection fee study should be performed and policies regarding residential transformer upgrades should be reviewed, either as part of the COSA or as part of a parallel analysis. The COSA methodology should be coordinated with any potential connection fee changes or policy changes. 9. The impact of any proposed changes on low income customers should be evaluated EXCERPTED DRAFT MINUTES OF THE JUNE 3, 2015 UTILITIES ADVISORY COMMISSION MEETING ITEM 4: ACTION: Staff Recommendation that the Utilities Advisory Commission Recommend that the City Council Adopt a Resolution Approving Design Guidelines for the 2015 Electric Cost of Service Analysis Chair Foster explained to the newer commissioners that the past practice was when utility rates were proposed to the UAC or Council, there was little discretion once the cost of service model was developed, since the rates were based on the results of the cost of service analysis (COSA). But, staff now holds a policy discussion with the UAC and Council prior to conducting a COSA so that there can be input to the policies used to develop the rates. Senior Resource Planner Jon Abendschein thanked Chair Foster for the explanation of why staff is bringing forward this item. He noted that the last Electric COSA was completed in 2007 and that the last Electric rate change was effective July 2009. He explained that the Electric COSA will be done in two phases to deal with the short- and long-term issues. Abendschein said that the short-term issues will be dealt with in Phase One of the COSA, which needs to be completed in time to get new rates in place by July 2016. The Phase Two work will take longer to complete and deal with longer-term issues such as those that can only be implemented with a new billing system or advanced meters. For Phase One, no large departures from existing rate structures are contemplated. The COSA was an important way of demonstrating that the City’s rates reflected the cost to serve customers, which was necessary to avoid having them be considered a tax under sections of the California Constitution added by Proposition 26 (2010). The goal was to complete the COSA by the end of the year so the rates would be ready for adoption with the FY 2017 budget in the spring. He discussed the design guidelines. Cook asked how often a COSA should be completed. Abendschein said that they should be redone every 3 to 5 years. Commissioner Schwartz asked if efficiencies could be achieved with the use of technology, such as helping customers understand when they were approaching a higher usage tier. Abendschein said that there was a smart meter pilot program underway experimenting with these types of approaches, and that the longer-term impacts and implications of technology and innovation will be addressed in Phase Two. ATTACHMENT B Commissioner Hall asked if a hydro adjuster mechanism would allow rates to be adjusted on a monthly or quarterly basis without returning to Council. Abendschein said that it could be done that way, or the rates could be changed annually. The goal would be to keep the adjuster simple and base it on a clear formula. Commissioner Danaher said that he supported the proposed guidelines, including the minimum charge. He said he was interested in looking at other rate designs that might not be in line with a cost of service study but that could go to the voters for approval. He thought this might not be appropriate for Phase One, but could be looked at later. Vice Chair Cook agreed that the rate design could be approved by voters, for example in the case where restrictions based on Constitution might lead to flat rates, but the community could decide that conservation efforts would be much improved with tiered rates. Commissioner Hall stated that Phase Two would take several years, and some parts should be worked on earlier. It was important to begin realizing carbon benefits from electrification sooner than later. Staff should look at ways of including environmental benefits in rate design and use that to provide subsidies in rates for greenhouse gas reducing activities, such as EV charging. He was in favor of changing the design guidelines to ask staff to consider climate benefits in the rates and structuring rates to provide incentives for activities that benefit the climate. Abendschein asked that if the UAC considered such an amendment, that it only direct staff to evaluate the use of externalities rather than direct staff to use externalities. Rates are typically based on direct costs to serve customers, and it could be a challenge to include externalities. Commissioner Hall said he thought staff could evaluate whether a policy framework adopted by the Council might enable the use of externalities, and that if it did not, that the question could be put to the voters. Senior Assistant City Attorney Grant Kolling agreed that the question can go to the voters for decision. Director Fong noted that there was a constrained timeline and that it was important to complete a COSA. Commissioner Hall said that he was only suggesting a guideline that stated that staff would evaluate the approach, not directing staff to use such an approach. Commissioner Schwartz said that the true cost imposed by customers with solar systems and electric vehicles (EVs) did need to be dealt with. She asked if the value of solar via net metering will be determined as part of this study. Abendschein responded that the City will be reaching its cap for net energy metering in the next several years so that the City needs to be prepared for solar after NEM cap reached. He said that this is part of the Phase One work plan. Commissioner Schwartz asked who advocates for ratepayers, especially low income customers. Director Fong stated that the Council performs the function of advocating for the ratepayers. She noted that the City's utility is not for profit, unlike the investor-owned utilities that are regulated by the California Public Utilities Commission. Vice Chair Cook noted that the UAC can perform the role of ratepayer advocate as well. Council Member Scharff said that the City needed to think about energy efficiency versus conservation. The three-tiered rate structure may not achieve the goals of the Council regarding electrification. If using electricity efficiently, people should be able to use more without being penalized. Since the electric supplies were carbon neutral, Council was moving toward encouraging electrification. He noted that the three-tiered rate structure does not encourage fuel switching. The UAC should consider that in their policy discussions. Commissioner Danaher said that the rate structures should be driven by a low carbon policy. This might ultimately require voter approval. Commissioner Schwartz said that the issue is more complex. Electricity Palo Altans consumed at night did not come from the City’s solar energy projects. The electricity Palo Alto uses costs different amounts depending on the time of day. Achieving cost of service was not as simple as changing from tiered rates to flat rates. Council Member Scharff said that he agreed with the need for time of use rates, but not tiered rates. He said energy efficiency was what was important, not conservation. Chair Foster asked if the Council has adopted a policy on electrification. Director Fong stated that the Council had considered electrification, but had not yet taken a policy position on the issue. Council Member Scharff agreed, but noted that there was broad support on the Council to support electrification, even if the details of the policy had not been worked out yet. Commissioner Schwartz said that there could be value in the efficient use of natural gas. Director Fong said that the UAC would discuss this issue at its next meeting. ACTION: Commissioner Hall made a motion to adopt the proposed guidelines with the addition of a new guideline to the Phase One COSA as follows: The COSA should evaluate the opportunities for rate designs that reduce the global climate footprint and those that increase all-fuel energy efficiency. Commissioner Danaher asked Commissioner Hall to clarify whether the evaluation should take place within the COSA framework or outside the COSA framework. Commissioner Hall said it should take place within the COSA framework. Phase One was the right time to do this evaluation rather than waiting until Phase Two. Abendschein said this would be a difficult goal to achieve within the timeline for Phase One. Director Fong stated that the proposed guideline was very broad. It would be difficult for staff to know whether proposed rates met the guideline. Commissioner Hall said that the consultant could do an evaluation of what was necessary for such a rate to be adopted. He believed a Council policy could be sufficient to allow these types of rate designs. If legal analysis revealed this was not the case, the rate design could be put to the voters. Director Fong discussed the feed-in tariff, which had been a specific example of a time that the Council had put some value on externalities. There had been specific direction for a specific purpose. The proposed guideline was too broad to implement. Abendschein said that this issue could be dealt with early in Phase Two rather than Phase One. Not everything in Phase Two had to be evaluated at the same time. Commissioner Hall said the “all-fuel” section of the guideline might be difficult, but the “global footprint” section could be handled in Phase One. Two elements of the evaluation could be incentives for electric vehicles and increased pricing for solar energy. If the only thing preventing these rate structures was a Council policy, one could be adopted quickly. Abendschein said that the risk of including this in Phase One was that there would not be enough time to do a thorough evaluation of the legal approach, and staff would simply return saying it was not possible. Commissioner Hall said that was fine, and the analysis could then continue in Phase Two. The motion died for the lack of a second. ACTION: Commissioner Hall moved, seconded by Chair Foster, to approve the Staff recommendation with the addition of a new guideline to the Phase One COSA as follows: The COSA should evaluate the opportunities for rate designs that reduce the global climate footprint. ACTION Commissioner Schwartz made a substitute motion, seconded by Commissioner Cook, to approve the Staff recommendation and to recommend that Staff consider rate designs that reduce the global climate footprint in Phase Two. Commissioner Hall said he would vote against the motion, but he agreed with the overall approach. He only thought that it should be evaluated in Phase One. Commissioner Danaher asked Staff whether this approach would be unduly burdensome. Director Fong said Staff had considered including this in Phase Two, and that it could be considered early in Phase Two. The motion carried (3-1-1 with Commissioners Cook, Danaher, and Schwartz voting yes, Chair Foster abstaining, Commissioner Hall opposed, and Commissioners Eglash and Van Dusen absent). City of Palo Alto (ID # 5946) Finance Committee Staff Report Report Type: Action Items Meeting Date: 8/18/2015 City of Palo Alto Page 1 Summary Title: 3rd Quarter FY 2015 Financial Report Title: Third Quarter Fiscal Year 2015 Financial Report From: City Manager Lead Department: Administrative Services Motion Staff recommends that Finance Committee review and approve the Third (3rd) Quarter financial report. Background The purpose of this report is to provide the Finance Committee with information on the financial status of the City’s General Fund and Enterprise Funds as of the end of the 3rd Quarter of fiscal year (FY) 2015. As reported in the FY 2016-2025 General Fund Long Range Financial Forecast and the FY 2016 Operating Budget, the City’s major tax revenue streams continue to exceed expectations. As a result, the mid-year budget changes for FY 2015 included a $4.8 million upward adjustment in revenues, a 3.2 percent increase over the FY 2015 Adopted Budget. Expenses were also adjusted and, after subtracting Budget Amendments authorized by Council, the net projected surplus for FY 2015 was estimated at $4.3 million. Attachment A contains a line by line report of major revenues and expenditures, as well as a comparison to the FY 2015 Adopted Budget and Adjusted Budget as of March 31, 2015. The net projected surplus for FY 2015 was increased to $8.0 million in June 2015 as part of the presentation of the FY 2016 Operating Budget to City Council. Revenue activity subsequent to the mid-year budget changes in March indicates it is now likely that FY 2015 will end with a surplus in excess of $8 million due to items such as an extraordinarily large $3.3 million documentary transfer tax receipt, and one-time receipts for excess Educational Revenue Augmentation Funds (ERAF) and reimbursement of state unfunded mandates. As approved in the FY 2016 Operating Budget, $2.1 million of the FY 2015 surplus will be used to fund one-time expenditures in FY 2016. City of Palo Alto Page 2 Discussion GENERAL FUND Revenue Highlights for FY 2015 3rd Quarter Year to Date (YTD) Following is a table which highlights the City’s major revenue sources for the 3rd Quarter YTD, compared to the same period of the prior year. Revenue for each period is expressed as a percentage of Adjusted/Final Budget. In total, revenue is up $5.6 million, or 5 percent, from prior year as of the end of the 3rd Quarter YTD. After factoring out a FY 2014 anomaly in the Charges for Services line ($2.0 million explained later), the “normalized” increase in revenue for the nine month period is $3.6 million, or 3.5 percent, driven primarily by property tax and transient occupancy tax increases. In total, receipts are at 69 percent of Adjusted Budget, which is typical for the end of the 3rd Quarter due to property tax receipts which spike in the last quarter of the fiscal year. It is important to note that the FY 2015 Adjusted Budget includes the voter approved Transient Occupancy Tax increase from 12% to 14% effective January 1, 2015 and the voter approved Telephone Utility Tax decrease from 5% to 4.75% effective April 1, 2015. Following is a chart which demonstrates the three year trend for major sources of General Fund tax revenue, and compares FY 2013 and FY 2014 actuals with FY 2015 Adjusted Budget. As detailed in the City’s most recent Long Range Financial Forecast, all major tax revenue streams are expected to continue a positive trajectory. Property tax and transient occupancy tax are expected to continue strong growth trends, while sales tax and documentary transfer tax will City of Palo Alto Page 3 advance at a slower rate. The chart is followed by a more detailed discussion of each major revenue category. Property tax revenue at the close of 3rd Quarter YTD was $20.7 million, an increase of 9 percent over the same period prior year. Property tax is received from the County of Santa Clara during the 2nd, 3rd and 4th quarters of the year, and receipts at 64 percent of full-year budget is typical for this line item through March 31. The FY 2015 Adjusted Budget is $32.6 million, 6.4 percent higher than the prior year’s actual revenue of $30.6 million. Staff expects property tax revenue will exceed FY 2015 Adjusted Budget by $1.4 million, primarily due to a one-time receipt of $0.9 million for an excess ERAF distribution from the County of Santa Clara. ERAF is the fund used to collect and disburse property taxes that are shifted to/from cities, the county and special districts prior to their reallocation to K-14 school agencies. Property tax increases are driven by high demand in the residential sector and robust activity in the commercial property market. Palo Alto’s single family home median sale price has doubled since 2008 and currently stands at $2.5 million. The current trend in real estate activity is expected to continue into FY 2016, as evidenced by continued growth in assessed values resulting from robust sales such as seven large commercial sales in May, 2015, which alone are expected to increase FY 2016 property tax revenue by $0.5 million. City of Palo Alto Page 4 Sales tax revenue for 3rd quarter YTD has decreased $2.7 million, or 13 percent, from the same period last year for a total of $17.7 million in receipts YTD. FY 2014 revenue through 3rd Quarter included a large one-time receipt from a single vendor. After adjusting for this anomaly, sales tax revenue declined $1.1 million from prior year, a decrease of 6 percent. Through the first three quarters of the fiscal year, receipts are at 61 percent of Adjusted Budget. The FY 2015 Adjusted Budget includes a one-time positive adjustment of $1.7 million to align the accrual period with the fiscal year. In prior years sales tax was accrued through the period ended May 15. Effective for FY 2015 sales tax will be accrued through June 30, which creates a one-time revenue addition of $1.7 million for the period May 16 through June 30. This is a one-time accounting adjustment which will be made in the 4th Quarter. Sales tax revenue continues to show positive growth and has fully recovered from the depths of FY 2010. Staff expects that full-year revenue will be very close to the Adjusted Budget amount of $29.2 million. Transient occupancy tax (TOT) revenue reached $9.4 million through the end of the 3rd Quarter, an increase of $1.8 million from prior year. Average daily room rates increased 14 percent from prior year - $202 per day to $230 per day - while average occupancy rates remained flat at 77 percent. The Epiphany Hotel has been open for a full year, and two new Hilton hotels opened in March, 2015. The Clement Hotel is expected to open at the end of this calendar year. Effective January 1, 2015, the TOT rate increased from 12 percent to 14 percent. In the first three months, the 2 percent increase generated $0.6 million in revenue. As part of closing the FY 2015 Budget, staff will bring forward a recommendation to allocate the receipts from both the 2 percent rate increase and the newly opened hotels to the Infrastructure Reserve. Documentary transfer tax revenue for the nine months ended March 31 totals $4.7 million, down $0.9 million or 15 percent from the prior year. An unusually large sale of commercial properties by Hudson Pacific resulted in a $3.3 million receipt in the 4th Quarter. Staff expects full year revenue will be in excess of $9.8 million, the highest year on record and 32.5 percent higher than last year. Charges for services revenue through the first three quarters of FY 2015 is up $2.7 million from the same period last year, primarily due to a $2.0 million timing difference in the billings to Stanford University for fire and emergency services. After adjusting for this anomaly, this revenue category is up $0.7 million from prior year, primarily driven by an increase in the annual charge to Stanford for fire services. Permits and licenses revenue for 3rd Quarter YTD is up $1.3 million from the same period prior year due to a 3rd Quarter surge in new construction permits. This revenue category will be adjusted at year-end to defer a portion of revenue to FY 2016 for those permits that are in progress at June 30. City of Palo Alto Page 5 Expense Highlights for FY 2015 3rd Quarter YTD Following is a table which highlights the City’s expenses by function for the 3rd Quarter YTD, and compares expenses to the same period prior year. In addition, the expense for the period is expressed as a percentage of budget for each of the years. Actual expenses through the first three quarters of the fiscal year total $109.6 million, a 4 percent increase over prior year. The expenses are right in line with the Adjusted Budget at 67 percent of full-year budgeted amounts. Effective July 2, 2014, as approved in the FY 2015 Adopted Budget, Development Services was separated from Planning and Community Environment so that development partners could work together more comprehensively and provide a higher quality of service. Salary and non- salary expenses were identified and transferred out of the Planning, Fire, Information Technology, and Public Works departments. The largest expense transfer was from the Planning Department. Library expenses are up over prior year due to increased staffing costs as a result of the Mitchell Park and Rinconada Libraries both re-opening in FY 2015. City of Palo Alto Page 6 Public Safety comprises the largest portion of General Fund expenditures – 42 percent of actuals as of March 31. Following is the detail for Public Safety overtime expenses through the 3rd Quarter of the current fiscal year: Police overtime has increased $0.1 million, or 10 percent, over the same period last year. On a combined basis, salaries and overtime are at 75 percent of budget through the first nine months of the fiscal year. Overtime cost is primarily due to vacancies, which increased from 8 positions to 11 positions. The Department’s overtime analysis is included in Attachment B. Fire overtime has decreased slightly from the same period last year. On a combined basis, salaries and overtime are at 73 percent of budget through the first nine months of the fiscal year. Overtime cost is driven by vacancies. Vacancies increased from 4 to 9, all of which are being held open pending the outcome of negotiations on the Stanford fire services contract. The Department’s overtime analysis is included in Attachment B. General Fund Budget Stabilization Reserve (BSR) Balance The General Fund BSR balance as of July 1, 2014 was $35.1 million. Staff anticipates the City could end the year with an $8 million surplus due to continued upward revenue trends through the 4th Quarter, and items such as one-time receipts for excess ERAF ($0.9 million) and reimbursement of state unfunded mandates ($1.0 million). As part of closing the FY 2015 Budget, staff will bring forward recommendations to allocate budget surplus funds, including a transfer to the Infrastructure Reserve. City of Palo Alto Page 7 ENTERPRISE FUNDS Following is a summary of change in net position for each of the Enterprise Funds for the nine months ended March 31, 2015, including a comparison of results from the same period last year. Water Fund 3rd Quarter YTD revenue has decreased $3.6 million, or 12 percent, from same period prior year due to reduced water usage by retail and wholesale customers, as requested by the San Francisco Public Utilities Commission in response to California’s fourth year of drought. Gas Fund 3rd Quarter YTD revenue declined $3.8 million, or 14 percent, from same period prior year due to markedly reduced consumption over the course of the winter months November through February. Airport Fund 3rd Quarter YTD revenue is $0.4 million. City of Palo Alto took over operation of the Airport from County of Santa Clara during the 1st Quarter of FY 2015. Revenue sources include tie-down fees and rental revenue. City of Palo Alto Page 8 Electric Fund operating expenses through the 3rd Quarter total $78.6 million, or 13 percent higher than the same period last year due to increased spot market purchases as a result of less hydroelectric power. Gas Fund expenses have declined $1.0 million, or 6 percent, from prior year due to lower commodity prices. Wastewater Treatment Fund expenses have increased 5 percent over the same period last year due to increased salaries and benefit expense as a result of filling vacancies, and higher allocated charges. Storm Drainage Fund expenses have increased $0.3 million, or 18 percent, over the same period last year, primarily due to an increase in allocated charges. Fiber Optics Fund expenses are 7 percent higher than the same period last year due to increased salaries and allocated administrative expenses. Airport Fund expenses have increased due to assumption of active operations from County of Santa Clara in the 1st Quarter. Airport expenses are being partially funded by a loan from the General Fund. City of Palo Alto Page 9 Pension and Retiree Medical Liabilities Long-term unfunded liabilities for pension and retiree medical continue to be the dominant issue in discussion of the City’s long-range financial planning. At the direction of City Council, Staff will bring forward a report in September 2015 which identifies potential strategies to address these unfunded liabilities. In order to slow the growth of pension costs over the long term, the City implemented a second tier pension formula in 2011 (2% @ 60) and the California Public Employees’ Pension Reform Act of 2013 (PEPRA) mandated a third tier pension formula of 2% @ 62 effective January 1, 2013. Following is a table which shows the employee count in each of the Miscellaneous and Safety plans as of June 1, 2015. As of that date, 28 percent of the City’s full-time employees were enrolled in Tier 2 and Tier 3 plans. City of Palo Alto Page 10 As of June 30, 2014 the City’s unfunded pension and retiree medical liabilities totaled $439 million. The Governmental Accounting Standards Board (GASB) passed new accounting standards for the presentation of pension liability which will be effective for FY 2015. The primary changes relate to amortization periods and disclosure, and the impact of these changes will be included in Staff’s September 2015 presentation on strategies for funding of long-term liabilities. In addition, new accounting standards for presentation of the retiree medical liability were enacted and will be effective for FY 2018. Attachments:  Attachment A: General Fund Third Quarter Financial Report (XLSX)  Attachment B: Public Safety Overtime Analysis (XLSX) ATTACHMENT ACITY OF PALO ALTO GENERAL FUND THIRD QUARTER FINANCIAL REPORT FISCAL YEAR ENDING JUNE 30, 2015 (in thousands) BUDGET ACTUALS (as of 03/31/2015) Adopted Adjusted Pre % of Adj Categories Budget Budget Encumbr Encumbr Actual Budget* Revenues & Other Sources Sales Tax 25,957 29,238 - - 17,703 61% Property Tax 31,927 32,556 - - 20,715 64% Transient Occupancy Tax 14,156 15,901 - - 9,400 59% Documentary Transfer Tax 7,514 6,500 - - 4,744 73% Utility Users Tax 11,285 10,895 - - 8,070 74% Motor Vehicle Tax, Penalties & Fines 2,164 2,168 - - 1,340 62% Charges for Services 23,013 24,863 - - 18,052 73% Permits & Licenses 7,804 7,738 - - 6,288 81% Return on Investment 685 685 - - 796 116% Rental Income 14,254 14,206 - - 11,110 78% From Other Agencies 453 453 - - 603 133% Charges To Other Funds 10,647 10,647 - - 8,006 75% Other Revenues 1,060 1,493 - - 1,375 92% Total Revenues 150,919 157,343 - - 108,202 69% Operating Transfers-In 18,433 18,620 - - 13,639 73% Encumbrances and Reappropriation 6,386 - - - 0% Contribution from Budget Stabilization Reserve As Assumed in the Adopted Budget 1,732 1,732 - - - 0% Total Sources of Funds 171,084 184,081 - - 121,841 69% Expenditures & Other Uses City Attorney 2,578 2,924 10 455 1,930 82% City Auditor 1,065 1,075 26 808 78% City Clerk 1,276 1,286 73 832 70% City Council 432 517 53 265 62% City Manager 2,728 2,485 235 1,613 74% Administrative Services 7,175 7,417 23 160 5,341 74% Community Services 22,764 24,339 40 1,835 16,688 76% Development Services 10,535 10,900 208 6,852 65% Library 7,521 8,301 355 5,802 74% Office of Sustainability 272 575 121 343 81% People Strategy and Operations 3,264 3,757 181 222 2,337 73% Planning and Community Environment 7,015 9,018 75 1,488 5,297 76% Public Safety 62,054 63,460 285 714 45,775 74% Public Works 13,397 14,475 38 1,194 9,777 76% Non-Departmental 13,272 11,890 5,914 50% Total Expenditures 155,348 162,419 652 7,139 109,574 72% Operating Transfers-Out 2,077 2,320 - - 1,708 74% Transfer to Infrastructure 13,659 14,591 - - 10,244 70% Total Use of Funds 171,084 179,330 652 7,139 121,526 72% Net Change to BSR - 4,751 Budget Amendments Authorized by Council thru 9/30/14:* Including reappropriations and prior yearShuttle Contract, EPA Contribution (6/23/14)- encumbrances. Golf Course Operating Budget (6/23/14)- Transportation Management Authority (8/4/14)(30) Sustainability and Climate Action Plan (8/18/14)(137) Increase Airport Fund loan for legal counsel (9/22/14)(200) Golf Course Operating Loss Reserve (9/22/14)- Golf Restaurant Lease Revenue (10/6/14)(23) Business Registry (11/3/14)- Comprehensive Plan Fiscal Analysis (3/2/15)(158) Tree Pruning Contract (3/9/15)(160) Residential Preferential Parking Program (3/9/15)(119) Midyear Budget (4/20/15)(4,330) Total Augmentations Authorized by Council - (5,157) Net Surplus/(Deficit) Excluding BAOs - (406) BSR Balance BSR % of Total Use of Funds, excluding Prior year reappropriations & encumbrances Earmarked Reserves, 9/30/15: - - - 7/30/2015 Attachment B Overtime Analysis for Fiscal Years 2013 through 2015 thru 03/31/15 2013 2014 2015 POLICE DEPARTMENT Overtime Expense Adopted Budget $967,900 $1,500,000 $1,500,000 Modified Budget 970,382 1,500,000 1,500,000 Net Overtime Cost - see below (82,849) 593,565 757,380 Variance to Budget $1,053,231 $906,435 $742,620 Overtime Net Cost Actual Expense $1,542,754 $1,711,764 $1,497,045 Less Reimbursements Stanford Communications 51,299 54,552 51,031 Utilities Communications Reimbursement 28,247 29,845 29,949 Local Agencies (A)16,255 8,905 7,448 Police Service Fees 83,785 73,934 56,352 Total Reimbursements 179,586 167,236 144,780 Less Department Vacancies 1,446,017 950,963 594,884 Net Overtime Cost ($82,849)$593,565 $757,380 Department Vacancies (number of days)5,543 4,251 2,506 Workers' Compensation Cases 10 14 11 Department Disabilities (number of days)641 776 468 FIRE DEPARTMENT Overtime Expense Original Budget $1,624,415 $1,424,414 $1,424,414 Modified Budget (B)1,624,415 1,750,956 1,608,710 Net Overtime Cost - see below 628,711 1,012,521 95,089 Variance to Budget $995,704 $738,435 $1,513,621 Overtime Net Cost Actual Expense $1,812,170 $2,562,549 $1,707,952 Less Reimbursements Stanford Fire Services (C)549,088 776,452 517,509 Cal-Fire/FEMA (Strike Teams)- 50,542 184,269 Total Reimbursements 549,088 826,994 701,778 Less Department Vacancies 634,371 723,034 911,085 Net Overtime Cost $628,711 $1,012,521 $95,089 Department Vacancies (number of days)2,340 2,618 2,709 Workers' Compensation Cases 9 18 12 Department Disabilities (number of days)216 489 175 NOTES: (A)Includes Animal Services contract with Los Altos and Los Altos Hills. (B)Includes Strike Team Reimbursement of $184,296 approved by Council in the FY 2015 Midyear Report on 4/20/15. (C )Stanford reimburses 30.3% of Fire Service expenditures. Public Safety Departments 7/30/2015 City of Palo Alto (ID # 5860) Finance Committee Staff Report Report Type: Action Items Meeting Date: 8/18/2015 City of Palo Alto Page 1 Summary Title: City Debt Policy Title: Recommendation to Adopt City Debt Policy From: City Manager Lead Department: Administrative Services Recommendation Staff recommends that the Finance Committee recommend the Council approve the attached Proposed Debt Policy. Background An outstanding request by the City’s Finance Committee was to draft a comprehensive citywide debt policy. Debt guidelines were adopted by Council in a report (CMR 210:97) that addressed infrastructure needs. Although staff has been following these guidelines, which are provided in the City’s Annual Budget document (e.g., page 95 of the FY 2015 Adopted Budget http://www.cityofpaloalto.org/civicax/filebank/documents/43341), a more comprehensive and detailed document that is similar to the City’s Investment Policy will be more beneficial for the City in the years ahead. The new policy follows best practices by utilizing a template from the Government Finance Officers Association (GFOA). Staff consulted other jurisdiction debt policies as well in the effort to update previous guidelines and practices. Discussion The attached policy discusses several important areas that are not addressed in current guidelines. These include, for example: expanding the current policy to all City Funds; providing guidelines for refinancing existing debt; detailing the responsibilities of City staff engaged in issuing debt; delineating the debt instruments or vehicles (e.g. General Obligation Bonds or Certificates of Participation) the City can utilize; and describing situations in which tax- exempt and taxable debt can be used. The depth and breadth of the policy will serve to guide future staff. Historically, the City has been conservative in issuing debt, both in quantity and type. Whenever possible, a pay-as-you-go approach has been applied to capital projects. For capital intensive projects requiring financing, the City traditionally used fixed rate debt. This has provided certainty as to annual obligations and smooth debt levels over time. It is important to City of Palo Alto Page 2 note that the attached policy predominantly reflects these practices. Staff has not included in the policy more complex debt instruments that include “synthetic debt” whereby variable for fixed or fixed for variable interest rate swaps/exchanges are incorporated. Because of their complexity, a general policy approach is not recommended in this instance, as such instruments should be thoroughly reviewed, explained, vetted, and approved by the Council on a case by case basis. As with all guidelines and policies, exceptions will arise in the future. For example, even though the guideline for enterprise/utility funds specifies that annual debt service cannot exceed 15 percent of the operating budget for the individual fund (10 percent for the General Fund), it will be inevitable that given the scale of the future replacement and renovation of the Water Quality Control Plant that annual debt service will exceed the 15 percent threshold. In this case, the purpose of the threshold is not to forestall a necessary project, but to ensure public review and staff explanation for the reasons for a departure from policy, and how rates will be adjusted to meet annual debt service. In conclusion, staff recommends that the Finance Committee approve the attached Debt Policy. Resource Impact There is no budget impact associated with this report. Policy Implications This recommendation is in line with debt guidelines outlined in the Annual General Fund Operating Budget and comports with the more detailed policy document or best practices provided by the Government Finance Officers Association. Environmental Review The actions requested in this report do not constitute a project for the purposes of the California Environmental Quality Act (CEQA). Attachments:  Attachment A: Draft Debt Policy (DOCX) Attachment A 1 CITY OF PALO ALTO DEBT POLICY DRAFT 4 5/14/15 I. Background/General Statement One of the keys to sound financial management is the development of a debt policy. Development of a debt policy is a recommended practice by the Government Finance Officers Association. Bond rating agencies recognize the importance of debt guidelines as a sign of prudent financial management. A debt policy establishes the parameters for issuing debt and managing the debt portfolio. It provides guidance from the Council to City staff regarding purposes for which debt may be issued, types and amounts of permissible debt, and the method of sale that may be used. The City of Palo Alto (City) maintains conservative financial policies to assure strong financial health both in the short- and long-term. The City is an infrequent issuer of debt with debt primarily used as a tool to finance large capital investments such as property acquisitions, new building construction, and rehabilitating or replacing major assets. Maintaining the City’s strong bond rating is an important objective of the City’s financial policies. To this end, the City is constantly working to improve its financial policies, budgets, forecasts, and financial health. II. Scope of Policy This policy sets forth the criteria for the City’s issuance, repayment, and management of debt. The primary objective of the debt policy is to establish criteria that will protect the City’s financial integrity while providing a funding mechanism to meet the City’s capital needs. The underlying approach of the City is to borrow only for capital improvements that cannot be funded on a pay-as-you-go basis. The City will not rely on any form of debt to finance current operations unless there is a cash flow shortage requiring short-term instruments such as Tax and Revenue Anticipation Notes (TRANS). All debt issued will be in compliance with this policy along with all other City, State, and Federal laws, rules, and regulations. This debt policy shall apply to all City of Palo Alto funds although exceptions may be requested from Council in the future. III. Purpose of Debt Financing The City borrows money primarily to fund long-term capital improvement projects and to refinance existing debt. Another potential use is for financing the purchase of major and multiple pieces of equipment. With the exception of potential use of short-term TRANS, debt issued to fund operating deficits is not permitted. TRANS are used to address short-term cash flow issues and are intended to be repaid within the fiscal year of issuance. Debt will be used to finance eligible projects only if it is the most cost- effective and practical means available to the City. In addition, consideration on using debt will be analyzed when interest rates are low. While the “pay-as-you-go” method of using current revenues to pay for capital projects is often considered the preferred means of financing (to avoid interest and issuance costs), it may not be entirely practical or equitable. The “pay-as-you-go” funding option requires revenues to accumulate to pay for capital projects. The City would be able to undertake capital projects under this method only if sufficient cash accumulates. Attachment A 2 Prudent use of debt financing rather than “pay-as-you-go” funding of capital projects can facilitate: better allocation of resources over time, increased financial flexibility, and payment equity across generations for the use of long-term assets. The three primary borrowing purposes are summarized below: A. Long-Term Capital Improvements The City maintains a 5-year Capital Improvement Plan (CIP) and an annual CIP Budget for consideration and adoption by the City Council as part of the City’s budget process. The Administrative Services Department’s Treasury Division is responsible for coordinating and analyzing potential debt financing for CIP projects. Factors included in the analysis are: amount and type of debt, duration of bonds, interest rates, annual debt service cost, current outstanding debt levels, debt limitation calculations and compliance, impact on future debt burdens, credit requirements, and existing or needed revenue sources to meet annual debt service obligations. Prior to issuance of debt, the City will prepare revenue projections, such as the biennial budget or financial forecasts (e.g. financial plans for utilities or the General Fund Long Range Financial Forecast) to ensure that there is adequate capacity to make principal and interest payments. A new or enhanced revenue source may need consideration and approval to support additional debt levels. Since the aggregate cost of desired capital projects generally exceeds available funds, the capital planning process prioritizes projects and identifies the funding needs. The City will initially rely on internally-generated funds and/or grants and contributions from other governmental agencies to finance its capital needs. Debt will be issued for a capital project only when the magnitude of costs justifies a debt financing; the project meets a critical need; if a secure revenue source is identified to repay the debt; and when it is an appropriate means to achieve a fair allocation of costs between current and future beneficiaries. All debt issuances must be approved by the City Council. The Treasury Division of the Administrative Services Department, working with the Office of Management and Budget, City departments, and within the context of the Capital Improvement Plan and the City’s financial forecasts, oversees and coordinates the analysis, timing, processing, and marketing of the City’s bonds. Close coordination of capital and debt planning among appropriate departments will ensure that the maximum benefit from existing funding is achieved. Debt financing will be considered after a debt capacity or affordability analysis is conducted. B. Essential Vehicle and Equipment Needs In addition to capital projects, the City can finance essential equipment and vehicles. These assets range from public safety vehicles to utility equipment. The underlying asset must have a minimum useful life of three years. Short-term financings, including loans and capital lease purchase agreements, are executed to meet such needs. It has been the City’s practice to fund these purchases with existing resources; however, debt financing flexibility for future needs remains an option. C. Re-financings/Refunding of Existing Debt The Chief Financial Officer or Director of Administrative Services, supported by Treasury Division, will periodically evaluate its existing debt and execute re-financings when economically beneficial. A refinancing may include the issuance of bonds to refund existing bonds or the issuance of bonds in order to refund other obligations. A net present value analysis, both in dollar and percentage terms, will be conducted to determine whether a re-financing is optimal. As a “rule of thumb,” a minimum 3 percent net present value savings will be used as a basis to begin re-financing efforts. As with new debt, all re- financings must be approved by Council. Attachment A 3 IV. Responsibilities of City Personnel Authority to issue and manage debt is derived from Palo Alto Municipal Code 2.08.150, section 13. This section gives the Director of Administrative Services (Chief Financial Officer or CFO) authority to perform the duties of debt management. This section also authorizes the CFO to appoint a subordinate employee from the Department to assist in the performance of the duties of City Treasurer. The CFO has appointed an Assistant Director and a Senior Management Analyst to oversee debt issuance and subsequent responsibilities such as: making interest and principal payments via a Trustee; managing debt service reserves and project funds; and following bond indenture requirements and all other Federal and State regulations. The CFO is responsible for assuring that the activities related to the issuance and payment of bonds or other obligations do not materially impact the City’s bond rating which currently stands at a Triple A level (the highest possible rating). V. Guidelines for Use of Debt and Other Financing A. Debt may be judiciously used when some or all of the following conditions exist: 1. Estimated future revenue is sufficient to ensure the payment of annual debt service 2. Other financing options have been explored and are not viable for the timely or economic acquisition or completion of a capital project 3. A capital project is mandated by federal or state authorities with no other viable funding option available 4. The capital project or asset lends itself to debt financing rather than pay-as-you-go funding based on the expected useful life of the project 5. Debt will not be used to fund ongoing operating expenses of the City except for situations in which cash flow problems arise and the City may need to issue short-term Tax or Revenue Anticipation Notes. 6. Annual debt service shall not exceed 10 percent of annual operating expenses for the General Fund unless an exception is approved by Council. For all other City funds annual debt service shall not exceed 15 percent of annual operating expenses unless an exception is approved by Council. B. Minimize borrowing costs by: 1. Maximizing the use of existing resources for capital projects and equipment needs. 2. Issuing tax-exempt debt except in instances where IRS regulations require taxable bonds. 3. Striving to obtain the highest credit ratings possible. 4. Maintaining a competitive bid process on bond sales except for situations in which negotiated or private placement sales meet City objectives. In negotiated or private placement sales, City staff will work with its Financial Advisor to review proposed interest rates and proposed fees. 5. Ensuring that the type of debt and debt structure developed ensure advantageous marketing of each issue. C. Linking debt to appropriate revenue sources and project users: 1. When possible, tie project financing directly to users of a specific facility or use. Examples include renovation of the Golf Course where user fees can offset debt service or replacing gas mains where gas rates can be increased to cover debt expense. 2. Using debt in the Enterprise Funds so as to avoid significant spikes in user rates by smoothing out costs over time. Attachment A 4 VI. Types of Financing Instruments As outlined by the California Debt and Investment Advisory Commission (CDIAC), there are numerous options or debt instruments to fund projects. These range from General Obligation Bonds to Mello-Roos Districts, to State Revolving Funds to Certificates of Participation. The list below represents the most typically used debt vehicles and the general guidelines for their use. A. General Obligation Bonds (G.O.) G.O. bonds provide investors with the most secure credit and the City with the lowest cost of funds. Through a super majority vote, residents agree to place a lien/tax on all properties to pay annual debt service. A lien on property, especially with land values in the City of Palo Alto, along with a City pledge to use its unlimited authority to levy property taxes for debt service provides significant assurance to investors and bondholders. Proceeds from G.O. bonds are strictly limited for acquisition of land, capital projects and the purchase of fixed equipment. These bonds cannot be used for operating expenses or moveable equipment. The sum of all G.O. debt outstanding is governed by a statutory legal debt limit that is disclosed in the City’s annual Comprehensive Annual Financial Report and the City’s budget documents. B. Certificates of Participation (COPs) COPs are a form of lease obligation in which the City enters into an agreement to pay a fixed amount annually to a third party, usually a private leasing company or trust structure. These leases are issued for land acquisition and capital improvements. In addition, the purchase of moveable equipment is permitted. It is typical for the asset being acquired or improved to act as the credit for the financing, but the City’s General Fund is ultimately liable for all annual debt service limits. COPs can be tied, for example, to revenue streams such as Golf Course fees or rents from a newly constructed facility. The City has established a leasing structure with the Public Improvement Corporation (PIC) that allows the issuance of COPS C. Revenue Bonds Revenue bonds may be issued to fund capital improvements related to enterprise functions (e.g. water, sewer, electric) or for special projects supported by discrete revenue sources. They are designed to be self-supporting through user fees or other special earmarked receipts or taxes and do not rely on the general taxing powers of the City. Principal and interest is paid from net the revenues of enterprise operations. Unlike General Obligation bonds, revenue bonds are not subject to the City’s statutory debt limitation. Electric and gas bonds, for example, do not require voter approval while other enterprise funds such as the Storm Drain Fund may be subject to Proposition 218 requirements in raising revenue levels sufficient to pay debt. Net revenues generated by the applicable Enterprise Funds must be sufficient to maintain required debt service coverage levels specified in bond indentures. D. Special District Bonds. These bonds are typically used for a specific purpose such as garage construction, landscape and lighting improvements, or utility work. They are subject to voter or property owner approval where special taxes or assessments are levied on properties to pay debt service for constructed facilities or services. With the passage of Proposition 218 by voters, specific steps and requirements must be followed to implement such districts. The City’s downtown parking assessment district is one such example. Attachment A 5 E. State Revolving Fund (SRF) and Federal Loans The SRF provides a low interest loan program for construction of water and wastewater infrastructure projects. The City’s Regional Water Quality Control Plant, for example, has an outstanding SRF loan. Both the State and rating agencies require the City to disclose all incurred debt as they determine whether the City is able to meet required debt service coverage ratios (the basic concept of coverage is that after covering all operating expenses, the fund issuing debt has sufficient revenue (at a specified level) to cover annual debt service. In addition to the SRF, the City may participate in advantageous Federal loans as they become available. For example, the City has issued Clean Renewable Energy Bonds for a photovoltaic project and Build America Bonds to construct water system improvements. Such bonds typically offer incentives for investors and a low cost of funds for the City. VII. Debt Limits A standard guideline, and one that has been inserted annually in the City’s General Fund budget document, is that debt service payments should not exceed 10 percent of the annual expenditure budget. Moreover, California Government Code, Section 43605 sets the debt limit at 15% of the assessed value of all real and personal property of the City. Because this Code section was enacted when assessed value was 25% of market value, the limit is calculated now at one‐fourth of that amount or 3.75 percent. For details on current General Fund debt service levels as a percent of budget and for where the City stands on the State’s legal debt margin, see the Comprehensive Annual Financial Report’s (CAFR) Statistical section for the Computation of Legal Bonded Debt Margin calculation. Similar, but abbreviated information also is provided in the Operating Budget’s Debt Service Funds Overview section. Enterprise or other fund debt is not subject to legal debt margin described above. For Enterprise and all other funds, debt service payments should not exceed 15 percent of the annual expenditure budget. Any exceptions to the above guidelines will be presented to Council for approval. VIII. Term and Structure of Debt A. The duration of a debt issue is typically tied to the economic or useful life of an asset. This is consistent with standard practice and further serves the concept of allocating debt service costs to current and future beneficiaries of the asset. It is possible, though uncommon, for the term of debt to exceed 30 years duration. For long-term assets such as a building or a parking garage, the City has issued 30 year bonds. Wherever possible and to save on interest costs, the City should consider shorter- term borrowings where appropriate. Additional factors to include in the analysis of the term of debt are: current market conditions, institutional interest, and the durability and consistency of revenue sources covering debt service payments. Structure A. Fixed and Variable Rate Debt. The City’s practice has been to issue fixed rate debt. Such debt provides absolute certainty, at the time of a bond sale, as to the level of principal and interest owed annually. Moreover, it allows the City to have even debt service payments over time. This conservative practice has served the City well over the past decades. Attachment A 6 Specific conditions may arise where the City would consider the use of variable interest rate bonds. Variable bonds have interest rates that reset on a periodic basis (e.g. daily, weekly, monthly). Conditions which would cause consideration of variable rate debt are: 1. An adverse fixed-rate municipal market 2. Uncertainty over the level of annual revenues to cover debt service 3. The potential for rapid repayment of debt 4. The need or desire to optimize the City’s asset/liability balance Variable interest rate debt, however, exposes the City to interest rate risk over the term of the financing. While credit rating agencies are supportive of variable rate debt, the magnitude of any unhedged variable rate debt could raise concerns. Rating agencies suggest the aggregate amount of such debt be capped at a level not exceeding 20-25 percent of debt outstanding. It is possible to issue a combination of both fixed and variable rate debt. The City could use this tool, as well as others, such as front or back ending debt to manage its debt portfolio. These structures should be used in a manner which best supports the City’s long-term financial condition. There are other types of debt that are a variation of fixed and variable debt. These can involve swaps of fixed for variable debt (or vice versa) depending on the interest rate environment and the City’s general financial position. These instruments can become most complex and sensitive to shifts in the interest rate and economic environment. They require careful analysis and monitoring. B. Tax-exempt versus Taxable Debt The City’s primary mode is to issue tax-exempt debt. This debt reduces the City’s interest expense and provides considerable savings over time. There are, however, instances in which the City may want or need to issue taxable debt. For example, if the City builds a garage and plans retail space within it, it may, depending on square footage used, have to issue both exempt and taxable debt. The Internal Revenue Service (IRS) has specific guidelines on public and private usage of facilities and when taxable debt must be issued. Working with the City’s Bond Counsel to understand and comply with IRS regulations is essential. C. Prepayment Provisions Redemption provisions and call features shall be evaluated in the context of each bond sale to: enhance marketability of the bonds; ensure flexibility related to potential early redemption; and to foster future refunding transactions. The potential for additional costs such as a call premium and potentially higher interest rates will be evaluated in the decision to redeem bonds. The following are different redemption provisions to be evaluated: 1. Optional redemption allows the City the ability to redeem bonds early. 2. Mandatory redemption includes provisions for redeeming bonds under specific and pre-determined conditions. 3. Extraordinary redemption provides ability to redeem bonds given fortuitous events. IX. Attention to Credit-Worthiness A. Credit Ratings The City seeks to maintain the highest possible credit rating on debt that can be achieved without compromising its policy objectives or transparency. Achieving the highest possible credit rating translates into lower interest cost and annual debt service. At a high level, rating Attachment A 7 agencies will look for the ability to repay debt, prudent financial management, systematic capital planning, interdepartmental cooperation and coordination, long-term labor agreements, and long-term financial planning. More specifically, agencies such as Standard and Poor’s focus on:  Fiscal soundness of the General and Enterprise Funds  Community demographics such as education and income levels  Property values and business concentration  Management capability  State and Federal regulations  The credits, revenue sources, and coverage ratios pledged to repay debt  Fund reserve levels and policies  City’s debt history and current debt structure  The capital improvement project being funded  Covenants and conditions in the governing legal documents  Cost adjustments to balance budgets during an economic downturn The City recognizes that external legislative, economic, natural, or other events may, from time to time, affect the creditworthiness of its debt. Such events could lead to a downgrade or upgrade to City ratings. Naturally, when new debt is proposed, rating agencies will evaluate its potential impact upon the City’s outstanding debt rating. The major source of risk rating agencies consider is the stability and reliability of revenue sources to service the debt. Projects with volatile or risky debt repayment revenue will receive a lower rating and that could potentially impact the ratings on other City debt. B. Rating Agency Relationships The Chief Financial Officer (CFO) is responsible for maintaining relationships with the rating agencies (e.g. Standard and Poor’s and Moody’s) that assign ratings to debt issuances. The CFO performs this function in conjunction with the Assistant Director, Senior Financial Analyst, and outside consultants such as the City’s Financial Advisor and Bond Counsel. This effort shall include providing periodic updates on a Fund’s financial conditions when requested and providing documents such as the Comprehensive Annual Financial Report and Adopted Budget. Rating agencies may require payments from the City to update their bond ratings. C. Bond Ratings The CFO and his staff are responsible for providing factual, well-organized, and germane presentations to the agencies rating proposed bonds. These presentations will involve coordination among the City Manager’s and City Attorney’s Offices, Administrative Services, and the department responsible for the debt issuance such as the Public Works, Utilities or Community Services departments. In addition, the City’s Financial Advisor and Bond Counsel will attend these presentations. D. Credit Enhancement Credit enhancement may be used to establish or improve a credit rating on a City debt obligation. Types of credit enhancement include bond insurance, surety policies, or a Letter of Credit. The CFO and staff will consider the use of credit enhancement if it reduces the overall cost of the proposed financing, or if in the opinion of the CFO, the use of such credit enhancement furthers the City’s overall financial objectives. Attachment A 8 Bond insurance is an unconditional pledge by an insurance company to make principal and interest payments on the City’s debt in the event insufficient funds are available to meet a debt service obligation. Bond insurance, when available, may be purchased from an insurance company and is a potential means of enhancing the debt’s rating. The cost of the insurance is to be weighed against the potential interest costs savings generated by the assurance. A Letter of Credit may be obtained from a major bank, for a fee, to enhance the credit rating. This letter is an unconditional pledge of the bank’s credit to make principal and interest payments on the City’s debt in the event insufficient funds are available to meet a debt service obligation. Again, the cost of the credit Letter is to be weighed against savings from the Letter. E. Debt Service Reserve Fund With the exception of G.O. bond indebtedness, the City may size the debt issuance such that a debt service reserve fund is established at the time of issuance. The debt service reserve funds will be held by and are available to the Trustee to make principal and interest payments to bondholders in the event that pledged revenues are insufficient to do so. The maximum size of the reserve fund is generally governed by tax law, which permits the lesser of: 1) 10 percent of par; 2) 125 percent of average annual debt service; and 3) 100 percent of maximum annual debt service. Debt reserve funds for the City are typically equal to one year’s maximum debt service. On a case-by-case basis and assuming there is no economic or credit disadvantage, the City may issue bonds with a debt service reserve fund that is sized at a lower level. X. Method of Sale The CFO/Director of Administrative Services will select the method of sale that best fits the type of bonds being sold, the prevailing market conditions, and the desire to structure bond maturities to enhance the overall performance of the entire debt portfolio. Three general methods exist for the sale of municipal bonds: A. Competitive Sale Bonds are marketed to a wide audience of investment banking (underwriting) firms. Their bids are submitted at a specified time (generally the day of the bond sale). The underwriter then is selected based on the best bid (lowest interest rate) for the securities. Pursuant to this policy and within the parameters approved by the City Council, the CFO or his/her designee (Assistant Directors of ASD) is hereby authorized to sign the bid form on behalf of the City fixing the interest rates on bonds sold on a competitive basis B. Negotiated Sale The City selects the underwriter or group of underwriters of its securities in advance of the bond sale. This method of sale is warranted for complex or unique bonds that require education and marketing in the investment community. Underwriters will perform this service on the City’s behalf given ties to large institutional investors and large brokerage houses. Moreover, it is only through competitive sales that City staff can arrange the sale of its bonds to residents. When feasible and effective, staff will give local residents and investors domiciled in the City first priority to purchase bonds. The City’s financing team (ASD staff and the Financial Advisor) works with a selected underwriter to bring a bond issue to market. In advance of the sale, the City will determine a selected underwriter’s compensation, their liability, and the designation rules and priority of Attachment A 9 orders under which the sale will be conducted. The Financial Advisor is responsible for advising staff on whether the fees and interest rates terms offered by the underwriter are consistent with prevailing market conditions. The City adheres to a strict policy of separating its Financial Advisor function from the underwriter function. Pursuant to this policy and conditions described herein, the City Council authorizes the CFO or his/her designee (Assistant Directors of ASD) to negotiate the terms of sale and to sign bond purchase agreements (that fix interest rates on bonds sold) in a negotiated sale. C. Private placement This method involves the City selling its bonds to a bank or limited number of sophisticated investors. Bonds are not sold to the general, investor community. City staff will perform due diligence in comparing interest costs and fees in a private placement to those using a competitive or negotiated sale. There are potential benefits in securing a private placement such as: a. lower fees or costs compared to selling bonds on the open market e.g. no fees for a Disclosure Counsel or rating agencies. b. the time frame for selling City is shorter and subject to less uncertainty in the event market rates move upward and against the City by the time a competitive bid process is held. c. the lack of a reserve requirement through a private placement could reduce the amount of principal outstanding and lead to lower annual debt service costs. XI. Initial Disclosure Requirements The Administrative Services Department, together with the City Attorney’s Office and an outside Disclosure Counsel, shall coordinate all the necessary documents for disclosing the City’s financial condition. The City’s practice is to use separate law firms for the Disclosure and Bond Counsel functions. Each publicly offered debt issuance will meet the disclosure requirements of the Securities and Exchange Commission (SEC) and other government agencies before and after the bond sale takes place. The disclosure documents, specifically the Preliminary and Final Official Statements, will provide the potential investor with full and accurate information necessary to make prudent investment decisions. Information for City backed transactions generally includes: a City government description; a description or scope of project being financed; annual financial data and statements; disclosure of liabilities; the tax or rate base; current debt burden; the history of tax collections and bond repayments; future borrowing plans; the source of funds for the proposed debt repayments; and specific bond data and bond holder risk factors. XII. Post Issuance Administration A. Investment of Bond Proceeds The proceeds of the bond sales will be invested until used for the intended project in order to maximize utilization of the public funds. The investments will be made to obtain the highest level of safety and will be guided by the City’s Investment Policy and bond indenture guidelines. City staff will provide investment guidance to a Trustee or management firm holding bond proceeds whether for project or debt service reserve funds. B. Arbitrage Compliance Attachment A 10 ASD shall establish and maintain a system of record keeping and reporting to meet the arbitrage rebate compliance requirements as required by the Federal tax code. This effort shall include tracking investment earnings on bond proceeds, calculating rebate payments in compliance with tax law, and remitting any rebate earnings to the federal government in a timely manner. These activities preserve the tax-exempt status of the City’s outstanding debt issuances. Additionally, financial reporting and other tax certification requirements embodied in bond covenants shall be monitored to ensure the City is in compliance with its bond covenants. C. Ongoing Disclosure ASD shall be responsible for providing annual disclosure information to established national information repositories and for maintaining compliance with disclosure requirements by state and national regulatory bodies. Securities and Exchange Commission (SEC) disclosure, stipulated by the SEC Rule 15c2-12, shall occur by the date designated in the bond ordinance. Disclosures shall include the Comprehensive Annual Financial Report (CAFR) at a minimum and any other information required by the bond indenture or regulatory body. The Chief Financial Officer (CFO) shall be responsible for providing ongoing disclosure information to the Municipal Securities Rulemaking Board’s (MSRB’s) Electronic Municipal Market Access (EMMA) system. This is the central depository designated by the SEC for ongoing disclosures by municipal issuers. The CFO is responsible for maintaining compliance with disclosure standards promulgated by state and national regulatory bodies, including the Government Accounting Standards Board (GASB), the National Federation of Municipal Analysts, the Securities and Exchange Commission (SEC), and Generally Accepted Accounting Principles (GAAP). The City may also employ the services of firms that improve the availability of or supplement the City’s EMMA filings. [These updates reflect recent changes by the SEC to Rule 15c2-12, effective July 1, 2009.] The City will provide full and complete financial disclosure to rating agencies, institutional and individual investors, other levels of government, and the general public to share clear, comprehensible, and accurate financial information using the appropriate channels/policies/procedures. In order to facilitate the City’s receipt of financing proposals associated with existing or contemplated debt, the City will have in place as Independent Registered Municipal Advisor (IRMA). The IRMA will provide advice to the City on proposals from broker-dealers or banks and will be required to be registered as a Municipal Advisor with the SEC and the MSRB. To attract financing proposals and assuage underwriter concerns about federal requirements, the City has posted on its website that an IRMA is under contract with the City. D. Compliance with Other Bond Covenants In addition to financial disclosure and arbitrage compliance, once bonds are issued, the City is responsible for verifying compliance with all activities, agreements, and requirements outlined in the bond documents on an ongoing basis. This typically includes: ensuring an annual appropriation to meet debt service payments; that relevant taxes, rates, and fees are levied and collected at a level sufficient to meet indenture requirements and debt service payments; the timely payment of debt service to a trustee or paying agent is completed; and compliance with insurance and other requirements. XIII. Professional Services The Administrative Services Department shall be responsible for the solicitation and selection of financial professional services that are necessary to issue and manage debt. Attachment A 11 A. Financial Advisor A Financial Advisor(s) will be used to assist in the issuance of the City’s debt. The Financial Advisor, or IRMA, will provide the City with objective advice and analysis on debt issuance. This includes, but is not limited to, monitoring market opportunities, structuring and pricing debt, and advising on official statements of disclosure. B. Underwriters An Underwriter(s) will be used for all debt issued in a negotiated sale. The Underwriter is responsible for purchasing negotiated debt and reselling it to investors. C. Fiscal Agent A Fiscal Agent or Trustee will be used to provide accurate and timely securities processing and timely payment to bondholders. The City Attorney’s Office shall be responsible for the appointment of Bond and Disclosure Counsels D. Bond Counsel All debt issued by the City will include a written opinion by Bond Counsel affirming that the City is authorized to issue the proposed debt. The opinion shall include confirmation that the City has met all City and State constitutional and statutory requirements necessary for issuance; a determination of the proposed debt’s federal income tax status; and any other components necessary for the proposed debt. Bond Counsel shall provide a comprehensive and complete document of resolutions, indentures, disclosure statements and all related bond documents in binder and in electronic form. E. Disclosure Counsel This Counsel is responsible for drafting Preliminary and final Official Disclosure statements. While City staff provides Counsel with information required for these statements, it is Counsel’s responsibility to know all regulatory and legal requirements necessary for full disclosure to investors. XIV. Refunding Debt Refunding of debt may be undertaken to:  Take advantage of lower interest rates and achieve debt service cost savings.  Restructure debt to either shorten or lengthen its duration or eliminate a debt service reserve.  Refund outstanding indebtedness when existing bond covenants or other financial structures impinge on prudent and sound financial management or are too complex. Generally, the City will consider a refunding only when there is a net economic benefit. This is when there is an aggregate net present value savings expressed as a percentage and dollar value of the par amount of the refunded bonds. A net present value savings of at least 3 percent is a standard guideline for initiating a refunding; however, a higher savings level may be considered. A net present value savings of 4 percent is a reasonable guideline for an advance refunding. The savings guideline for an advanced refunding may be waived by the Chief Financial Officer upon determining that such a restructuring is in the City’s overall best financial interest. Exceptions shall be made only upon the approval of the Chief Financial Officer. Attachment A 12 Types of Refunding include: A. Current Refunding A current refunding is one in which the refunding bonds are issued less than 90 days before the date upon which the refunded bonds will be redeemed. B. Advance Refunding An advance refunding is one in which the refunding bonds are issued more than 90 days prior to the date upon which the refunded bonds will be redeemed. An advance refunding is used to refinance outstanding debt before the date the outstanding debt becomes due or callable. Proceeds of the advance refunding bonds are placed into an escrow account with a fiduciary and used to pay interest and principal on the refunded bonds and then used to redeem the refunded bonds at their maturity or call date. Internal Revenue Code §149(d)(3) provides that governmental bonds issued after 1985 may only be advanced refunded once over the life of a bond issuance. XV. Arbitrage Rebate Monitoring and Reporting The City will, unless otherwise justified, use bond proceeds within the established time frame pursuant to the bond ordinance, contract or other documents to avoid arbitrage. The general rule is that the City must spend all bond proceeds for a project within three (3) years of project initiation. Arbitrage is the interest earned on the investment of the bond proceeds above the interest paid on the debt. If arbitrage occurs, the City will pay the amount of the arbitrage to the Federal Government as required by Internal Revenue Service Regulation 1.148-11. The City will maintain a system of recordkeeping and reporting to meet the arbitrage rebate compliance requirement of the IRS regulation. For each bond issue not used within the established time frame, the recordkeeping shall include tracking investment earnings on bond proceeds, calculating rebate payments, and remitting any rebate earnings to the federal government in a timely manner in order to preserve the tax-exempt status of the outstanding debt.