HomeMy WebLinkAboutStaff Report 244-06City of Palo Alto
City Manager’s Report
TO:
FROM:
DATE:
SUBJECT:
HONORABLE CITY COUNCIL
CITY MANAGER DEPARTMENT: PUBLIC WORKS
JUNE 12, 2006 CMR:244:06
RECOMMENDATION TO APPROVE A MID-YEAR ADJUSTMENT IN
THE AMOUNT OF $240,623 TO PALO ALTO SANITATION
COMPANY’S COMPENSATION FOR INCREASED FUEL COST
8
RECOMMENDATION
Staff recommends that Council approve a mid-year adjustment, as allowed in the current Palo
Alto Sanitation Company ~ASCO) contract, in the amount of $240,623 for increased fuel cost.
BACKGROUND
In August 1999, Council approved a new agreement for Palo Alto Sanitation Company/Waste
Management (PASCO) to provide refuse and recycling services within the City of Palo Alto
starting September 1, 1999 for a term of up to ten years. The agreement was extended until
June 30, 2009.
The agreement establishes a process for annual compensation reviews and it includes provisions
for adjusting the collector’s compensation during the budget process. The agreement also allows
PASCO to request mid-year adjustments to its compensation. City staff has not recommended
mid-year adjustment requests in the past.
DISCUSSION
Contract Section 4.4, Mid-Year Adjustments to Compensation, allows PASCO to request
"special compensation review for extraordinary costs". This section states "at any time during a
Contract Year, Collector may request an adjustment in compensation to cover increased or
decreased expenses associated with performance of the Collector’s services under this
Agreement due to any of the following causes; provided that the increase or decrease from any
single cause is at least 15% and no less than $30,000 to any single approved Allowable
Expense". The causes include a) force majeure; b) changes in law, statute, role, regulation,
ordinance, order or requirement of any federal, state, regional or local government, which is
directly and solely the cause of the increase or decrease; c) an increase in the volume of solid
waste or other materials collected (except recyclable materials); and/or d) changes in or additions
to services requested by City.
On March 29, 2006, the Public Works Director received a letter from PASCO requesting for
mid-year and budget adjustment to its compensation (Attachment A). PASCO’s requests include
a mid-year adjustment of $447,024 to its compensation stating high expenses in the following
allowable expenses: 1) trucks - fuel and environment - $262,463, 2) labor/benefits - $146,024,
and 3) general liability insurance- $38,537. PASCO also requested other one-time adjustments
CMR:244:06 Page 1 of 3
in the amount of $215,786 and adjustments to its FY 2006-07 proposed budget in the amount of
$313,982.
Mid Year Adjustment Request
Staff reviewed PASCO’s requests and the PASCO 8-month financial statement of actual
expenses projected to year-end, and determined that only one of PASCO’s allowable expenses
meets the contract requirements for a mid-year adjustment. The PASCO adjustment request for
fuel costs is the only expense that meets the requirement in Section 4.4.1. The line item was
budgeted at $247,101 for fiscal year 2005-06, but is projected to be a year-end expense of
$487,724, a variance of $240,623. This variance exceeds the contract requirements on line item
increased expenses of at least 15 percent and more than the $30,000. The increase in fuel costs
qualifies as a mid-year adjustment under Section 4.4.1 (a), force majeure. The significant
increase in fuel cost is a result of price increases in coal, natural gas and oil affecting the entire
country. The increase in fuel costs is an industry-wide and nationwide issue that is affecting
everyone, including PASCO. Staff does not anticipate fuel prices to drop.
Staff cannot recommend two of the three mid-year adjustments request because they did not
meet the requirements of the contract section 4.4, Mid-Year Adjustments to Compensation.
One Time Adiustment Requests
The one-time adjustment requests do not meet any of the contract requirements for consideration
of an adjustment for FY 2005-06.
FY 2006-07 Budget Adiustment Requests
PASCO’s FY 2006-07 budget adjustment requests did not qualify for an adjustment per the
contract. PASCO needed to go outside its operating ratio in FY 2004-05 before a cooperative,
good faith review of the Compensation Report could be considered. PASCO remained within
the operating ratio in FY 2004-05, preventing consideration of iN issues raised for FY 2006-07.
RESOURCE IMPACT
The mid-year adjustment request for $240,623 to the PASCO FY 2005-06 compensation will not
require additional funding from the Refuse Fund. The baseline line deficit for PASCO recycling
revenues from the single stream program was less than originally anticipated, thus creating a
savings to cover the $240,623 in requested additional expenses. The current PASCO
compensation for FY 2005-06 is $9,307,531 (Attachment B)
POLICY IMPLICATIONS
This recommendation does not represent changes to existing City policies.
ENVIRONMENTAL IMPACT
This report is not a project under the California Environmental Quality Act (CEQA) and an
environmental review is not necessary.
ATTACHMENTS
Attachment A: PASCO’s Request for a Mid-Year and Budget Adjustment to Compensation
Attachment B: PASCO FY 2005-2006 Compensation
ClVIR:244:06 Page 2 of 3
PREPARED BY:
DEPARTMENT HEAD:
CITY MANAGER APPROVAL:
GLENN S. ROBERTS
Director of Publie Wor ~ks
EMIL~ON
Assistant City Manager
CMR:244:06 Page 3 of 3
March 29, 2006
PA, CO
PALO ALTO SANITATION CO.
A WASTE MANAGEMENT CO.
Glenn Roberts
Public Works Director
City of Palo Alto
P.O. Box 10250
Palo Alto, CA 94303
Re: Mid-Year and Budget Adjustments to Compensation
Dear Glenr~
Thank you for taking the time to meet and give us the opportunity to share some of the issues
facing the Palo Alto SanitationCo. (PASCO) in the current and upcoming fiscal years. Per
your request, the following are detailed adjustments that PASCO is seeking, identified as
either Mid-Year Adjustments to Compensation, One-Time Costs, or Fiscal Year 2006-07
Budget Adjustments.
Mid-Year Adjustment to Compensation
As discussed, we project PASCO’s expenses will exceed the budget and not allow PASCO to
meet the Contract-required Operating Ratio (OR) Target of 88% for the current Fiscal Year.
Based on the financial actuals of the first eight months of this Fiscal Year (July-February), we
are curreiafly running at an OR of 96.39%, well out of the Target OR Range of 86%-90%
required by the Contract. Forecasting for the entire Fiscal Year, using the current run rate,
we anticipate an OR of 97.18%. As such, we are requesting a Mid-Year Adjustment to our
compensation of $447,024, per section 4.4, and Special Compensation Review for
Extraordinary Costs, per Section 4.4.1.
While there are many contributing factors to these expenses, there are three significant ones
that meet the requirements of asking for a Mid-Year Adjustment (an increase of at least 15%
and no less than $30,000 to any single allowable expense). They are 1) Trucks - Fuel &
Environment, 2) Labor - Benefits, and 3) Insurance - General ~ability.
1.) The increase in fuel expense is a result of the significant rise in the overall cost of fuel
experienced throughout the country, the redirected roll-off loads to the Sunny-vale SMART
Station for six months, and necessary second loads for the residential compost routes due to
increase in participation and tonnage collected through the new program.
2.) The increase in Labor - Benefits was calculated by allocating costs by departmenL As
discussed in our meeting, the fact that the Labor line represents all of PASCCYs labor, it
"PASCO SAM," A NEAT GARBAGE MAN
20..00 GENG ROAD ° PALO ALTO, CALIFORNIA 94303 ° (650) 493-4894 ° FAX (650) 493-2537
PASCO
Page 2
is virtually impossible to ever meet the 15% cost increase threshold requirement of the Mid-
Year Adjustment. The increase in direct labor benefits is a direct result of increased Heath &
Welfare costs and vacation seniority. The chart below shows all direct labor expenses.
Direct Labor
Direct Labor Wages
Direct Labor Supplement
Direct Labor Benefits
Dire~ Labor Payroll Taxes
Budget :05-06
$2,082,806
$568,449
8-Mditth Actuai
$1,451,888
$557,685
$173,452
Forecast "05-06 -.V axial_ e -
$2,082,806 $95,026
~614A70 ~5,721
$836~27 $146,024
$260,178 $23,668
3.) Increases .in general liability costs, as I’m sure you are aware,.are impacting everyone
across the board and are not unique to PASCO.
It should be noted that even with these mid-year adjustments, we anticipate still dosing the
current year outside of the OR range. Please refer to the chart below detailing an overall
analysis of the expenses.
" " Mid-Year Adjustment Items
Truck - Fuel & Environment
Labor - Benefits
Total Compensation
Overall Operating Ratio
Tetal Adjustment Requested
$9,,307.531
$557,685
$40,258
$5,911,521
$6,133,145
96.39%97.18%
$262,463
$146,024
$38.537
$447,O24
One-Time Items
PASCO is requesting an adjustment of $215,786 for one-time, unbudgeted costs associatL~l
with changes in services requested by City staff. These one-time costs include cart deliveries
and roll-off boxes redirected to the SMART Statior~
¯Cart Deliveries
Throughout the planning and roll-out of the new single-stream program, our objective
was to make the transition as seamless as possible. As part of our partnership with the
City, PASCO went above and beyond the required responsibilities several times to
guarantee its success. One such area was the redirecting of two employees to correct
errors made by the City-retained delivery crew for a period of three months. PASCO did
this in addition to the required "shadowing" of the delivery crews. Our calculations are
PASCO
Page 3
based on labor for the three-month period (2 employees x .$30~00/hour x 40 hours x 4.33
weeks x 3 months.)
Cost of Program: $31,176
¯Roll-Off Boxes to SMART
While the City has directed PASCO to redirect roll-off boxes to the Sunnyvale SMART
Station in the past, it has historically only been for short periods of time, averaging one to
two months.
This Fiscal Year, however, PASCO was directed by Staff to do so for a significantly longer
period. While PASCO has always fulfilled the City’s request with no additional
compensation, the six-month duration this year is resulting in a significant impact to our
expenses. Had weknown that the City had planned to have the roll-off boxes diverted to
the SMART Station for this length of time, PASCO would have requested, that the service
be appropriately budgeted during the previous budgeting process.
Our calculations are based on the current rate of 20 boxes per day, resulting in an
additional 30 minutes of labor, travel time, and equipment costs p~er load as opposed to
going directly to the PaIo Alto Landfill (30 minutes/load x SZ85/minute x 20 boxes x 5
days x 4.33 weeks x 6 months.) Please note, the cost of fuel ($37,819) has been deducted
from this calculation since it is induded in the Mid-Year Adjustment request for fuel
Cost of Program: $184,610
Fiscal Year 2006-07 Budget Adjustments
Through every budgeting process with the City, PASCO has striven to ensure that the budget
is a true reflection of the programs. We take this process very seriously to ensure that there
are no misconceptions that we are not managing our expenses or budgeting appropriately.
Any significant changes to the existing services provided have an impact, and we would like
the upcoming budget to reflect these impacts.
PASCO would like the following two items to be included in the FY 2006-07 budget.
¯Roll-Off Boxes to SMART
PASCO, again, is not questioning the City’s right to redirect loads to the SMART Station;
however, we feel it is prudent to budget appropriately. At our meeting City staff dearly
stated their intention is to maximize the redirection even more over time As always,
PASCO will continue to try operate as efficiently as possible to minimize impacts.
Our calculations are based on the current rate of 20 boxes per day, resulting in an
additional 30 minutes of labor, travel time, equipment usage per load as opposed to going
PASCO
Page 4
directly to the Palo Alto Landfill (30 minutes/load x $2_85/minute x 20 boxes x 5 dayh x
4.33 weeks x 6 months) Please no~e, the cost of the program is calculak:~l for 6 months
based on the current year’s requirements.
Cost of Program: $~,129
¯Scat Services
During the roll-out of the single-stream program, PASCO brought to the attention of Staff
that the new residential programs would require all residents to comply with the set out
guidelines, due to the new equipment and containers. Ih-imarily this was directed at
residents west of Interstate 280 and other identified hard-to-service areas. Per Section
2_3.1 Solid Waste Services Provided of the Contract, in those instances of "backyard
collection" of solid waste for residences west of 1-280 that "require Collector’spersonnel
to walk in more than twenty-five (~.~) feet, collection shall be curbside unless the
Customer agrees to pay an extra charge, at a rate established by City." Most of these
residents have driveways that are 100 to several hundred feet long. ..
Staff was in agreement with requiring residents to comply with the set out guidelines, and
PASCO sent letters in January 2005 to the impacted residents notifying them that they
would need to relocate their containers or face an additional fee starting July 1, 2005.
~ further discussion, PASCO agreed to continue to provide the service without any
extra Charges, enabling Staff to take the issue before the City Council to determine how
they would like to proceed.
To perform this special service, PASCO identified the vehicle needed to .provide the
service and submitted the required purchasing :paperwork for City approval Because the
vehicle was being specially designed for PASCO, some of the additional information
required by the City was unknown until the completion of the manufacturing. The City
would not officially approve the purchase without this information, yet we would .not
have the information until it was purchased, putting PASCO "m the challenging position
of continuing to provide a service at the City’s direction without the needed equipment_
In addition, PASCO’s focus has always been to provide our service with the utmost
regard for the safety of our employees and our customers. Not having the appropriate
collection vehicle for this special service posed a great risk to the safety of our drivers.
PASCO has re-analyzed the associated costs for continuing this service since our initial
request to have this service budgeted. At the City’s direction, PASCO will utilize a scat
collection vehicle for residents west of 1-280 and other hard-to-service areas within Palo
Altb. This requires the Scat truc_k for accessing the narrow driveways, with a regular
collection vehicle staged on a main roadway to empty the scat truck’s container. The cost
is calculated utilizing the $3.68 residential per minute charge bas_~., on one rot~.te per
week.
PASCO
Page 5
Should the City deny this adjustment, PASCO will follo.w [he Contract guidelines
requiring residents to place their containers within 25 feet s~_~dng July 1, 2006.
Exceptions will of course be made for those with physical restrictions. ($3.68/minute x 60
minutes x 8 hours x 52 weeks).
Cost of Program: $91,853
PASCO values its partnership with the City, and we have always striven to take the course of
action that best serves and meets its needs and those of our customers. Our ~tention is not;
nor has it ever been, to "nickel and dime" the City of Palo Alto. We hope that these requests
will be considered for what they are, a diligent effort by us to maint~tin the Contract
requirement of meeling the OR, and for us to plan appropriately for the years ahead.
Thank you again for t~rking the time to meet with us, and in reviewing these requests. Please
do not hesitate to contact me should you require additional information.
District Manager
CC:Michael Jackson, COPA
Russ Reiserer, COPA
Paula Borges, COPA
Dean Kattler, WM
Monica Devincenzi, PASCO
Attachment B
2005-06 Proposed Budget using the Operating Ratio (OR) Formula:
Expenses subject to OR
Less: Recycling Center labor savings
Less: CNG fuel savings
New Services
Total Expenses
Operating Margin
Pass-through expenses
Total
8,108,464
(93,000)
(21,840)
52,678
8,046,302
1,097,223
164,006
9,307,531
PASCO Direct Revenues:
Less: Recycling Revenues
Less: Other Revenues
Less: Fees to the City for revenue sharing
Total
Payments to PASCO
Total Compensation based on OR - Full year
1,145,949
1,067,508
(704,167)
1,509,290
7,798,241.00
9,307,531.00
Monthly Payments to PASCO (July 2005 - June 2006)649,853.42
5/16/2006