HomeMy WebLinkAboutStaff Report 14342
City of Palo Alto (ID # 14342)
City Council Staff Report
Meeting Date: 6/20/2022 Report Type: Consent Calendar
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Title: Approval and Authorization for the City Manager to Execute Purchase
Orders for Electric Distribution Transformers With Prequalified Vendors in an
Amount up to $2,000,000 Annually Between FY 2022 - FY 2026 in a Total Not-
to-Exceed Amount of $10,000,000
From: City Manager
Lead Department: Utilities
Recommendation
Staff recommends that Council: approve and authorize the City Manager or designee to execute
purchase orders as recommended by the Utilities Department of up to $2,000,000 per fiscal
year in aggregate from prequalified vendors for the purchase of electric distribution
transformers for a total not-to-exceed amount of $10,000,000 over five years for FY 2022
through FY 2026.
Executive Summary
The Utilities Department is seeking approval for authorization to spend up to $2,000,000 in
aggregate per fiscal year with any of the prequalified vendors and a total not-to-exceed amount
of $10,000,000 from FY2022 – FY2026 for the purchase of electric distribution transformers.
Various types of distribution transformers are used to provide electric service to customers and,
when needed, orders are solicited to pre-qualified vendors for each particular type.
Transformers range in price from $1,250 for a pole top transformer to $45,000 for an
underground commercial transformer. For FY 2022, staff has ordered $100,000 in transformers
and is seeking authorization to process pending purchase orders for 43 additional transformers
totaling $1,100,000 to $1,200,000.
Due to the supply chain shortage, the need to upgrade transformers, and extended lead times
of up to 24 months, staff is immediately placing substantial transformer orders and
recommends increasing the annual authorization amount from $1,000,000 to $2,000,000 for
the purchase of transformers including FY 2022.
Background
The Utilities Department uses various types of electric distribution transformers (pole top,
padmount, and submersible) to provide electric service to customers in Palo Alto. In order to
qualify to become a City supplier, manufacturers who supply transformers to the City must
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ensure that they comply with the City of Palo Alto transformer specifications and industry
standards. In December 2021, staff solicited a Request for Qualifications (RFQ) for the
prequalification of transformer suppliers and approved three manufacturers per City of Palo
Alto’s Policies and Procedures 1 – 44/ASD, “Prequalification of Contractors.” This ordering
process ensures that City of Palo Alto receives competitive pricing without compromising
product quality, and the ability to continue providing reliable service to customers.
In November 2015 Council approved and authorized staff request for transformer expenditures
up to $1,000,000 each year for five years (Staff Report #6244). Any unspent funds are returned
to the Electric Fund reserves at the end of each fiscal year.
Discussion
Per the requirements of City of Palo Alto’s Policies and Procedures 1 – 44/ASD, “Prequalification
of Contractors,” the Utilities Department solicited a Request for Qualifications (RFQ) for the
prequalification of transformer suppliers in December 2021. Staff sent the solicitation to over
400 vendors including six transformer manufacturers, and received five responses. The City’s
prequalification process includes an evaluation of the following criteria: (a) ability to meet
technical specifications, (b) ability to deliver materials on time, (c) equipment reliability and
quality, (d) manufacturing history, and (e) references from other utilities. As part of its review
process, staff identifies any exceptions to the City’s technical specifications and determines
whether those are acceptable, and also determine whether the City’s other key criteria are
met. If so, the supplier is deemed qualified. If not, then the supplier is deemed not qualified to
supply that particular type of transformer. Suppliers can request to become qualified at a later
time and will be evaluated by the same criteria. After reviewing the information each supplier
provided in its responses to the City’s prequalification questionnaire and supporting
documentation, staff identified three manufacturers qualified for consideration of future
transformer purchase orders. Approved manufacturers are identified by transformer type in
the following table:
2022 Prequalified Suppliers by Transformer Type
When staff determines that transformers are needed, staff issues a Request for Quotation to
the prequalified manufacturers for each particular transformer type. Staff places orders with
manufacturers based on CIP requirements, new customer connections, and to replace old or
failed transformers. Engineering staff reviews and evaluates all quotes, and issues a purchase
order to the vendor offering the lowest price. Due to the current global supply chain shortages
the lead time for transformer delivery ranges from 12 – 24 months.
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CPAU will be purchasing more transformers in the upcoming years because of new initiatives,
projects, and replacement of existing transformers. In addition, there has been an increase in
service upgrades to 400amp services which has reduced a portion of the existing transformer
stock inventory. It is not yet known how many and what types of transformers will be ordered,
or the prices that suppliers will submit, so it is conceivable that the total amount expended with
any one supplier could exceed $250,000 in a single purchase. Since staff will be requesting
competitive quotes from the qualified suppliers for each purchase, staff requests that Council
authorize expenditures in excess of $250,000 with any one of the pre-qualified suppliers, not-
to-exceed more than $2,000,000 individually or in aggregate for the following 5 years, FY2022 -
FY2026.
Timeline
The request for approval of the Pre-Qualification of Contractors and authorization to execute
purchase orders is for the fiscal years beginning in FY 2022 through FY 2026.
Resource Impact
Depending on whether a transformer is needed for a customer connection, a maintenance
replacement, or planned project upgrade, funds will be available from the appropriate electric
budget. For year one, funds are available in the FY 2022 Adopted Capital budget within the
Electric Fund under projects EL-89028 (Electric Customer Connections), EL-98003 (Electric
System Improvements) and EL-17001 (East Meadow Circles 4/12kV Conversion). For FY 2022,
staff has ordered $100,000 in transformers and is seeking authorization to process pending
purchase orders for 43 additional transformers totaling $1,100,000 to $1,200,000 by June 30th,
2022. Any unspent funds annually will be returned to the Electric Fund reserves. Funding for
the subsequent years is subject to City Council approval of the annual appropriation of funds
through the annual budget process.
Policy Implications
Authorization of this purchase order limit does not represent any change to the existing policy
and is consistent with existing City policies including the Council approved Utilities Strategic
Plan, Strategic Objectives:
Policies and Procedures 1 – 44/ASD - Prequalification of Contractors
BP1 - Ensure a reliable supply of utility resources
BP2 - Operate the utility system safely.
Stakeholder Engagement
This agreement for materials does not directly impact customers that would require community
outreach. Similarly, staff requested Council approval and authorization for a similar transformer
supplier prequalification in November 2015 (Staff Report #6244).
Environmental Review
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Council’s approval of the annual purchase limit for electric distribution transformers does not
meet California Environmental Quality Act’s definition of “project” under Public Resources Code
section 21065, and environmental review is not required. Replacement or reconstruction of
existing transformers is categorically exempt from CEQA review under Public Resources Code
15302.