HomeMy WebLinkAbout5/17/2000 - STAFF REPORTS (22) DATE: May 17, 2000
TO: City Council
FROM: Procurement Manager
ADOPT RESOLUTION TO BECOME A MEMBER OF THE CALIFORNIA UTILITY
BUYERS JOINT POWERS AUTHORITY AND AUTHORIZE EXECUTION OF THE
JOINT POWERS AGREEMENT
RECOMMENDATION:
That City Council adopt resolution approving membership in the California Utility
Buyers Joint Powers Authority(the CUB JPA)and authorize execution of the Joint
Powers Agreement.
BACKGROUND:
In 1992 the California gas industry began its "re-regulation"process. In response
to market challenges, more than 450 school districts joined the School Project for
Rate Reduction (SPURR) or the Regional Energy Management Coalition
(REMAC) Joint Powers Authorities. These JPAs provide information and
savings programs for the schools. Additionally, they provide active and effective
intervention at the California Utilities Commission (CPUC) and the State
Legislature. Having saved millions of dollars for member agencies, SPURR and
REMAC have been model organizations for schools in other states to emulate for
their own situations.
Up Lentil a year ago there was no organization in California providing similar
services on behalf of cities and counties. Then a new JPA was formed patterned
after SPURR and managed by the same personnel who successfully manage
SPURR. The California Utility Buyers Joint Powers Authority (the CUB JPA)
provides information and advice about utility issues to California member cities,
counties and special districts. Like SPURR and REMAC it also provides
intervention at the CPUC and State Legislature on behalf of its members on utility
issues. The Managing Director of both SPURR and CUB is Michael Roclunan.
Tom Solberg is the Senior Energy Consultant for CUB as well as serving as Proj ect
Director for SPURR.
CUB also provides opportunities for its members to save money through combining
their purchasing power by aggregating purchases of gas and electricity for member
agencies. Staff believes participation in CUB's aggregated purchase program for
natural gas would result in the lowest possible pricing available for purchase of
natural gas utilized for the co-generation plants. Membership (which is free)
established eligibility for the program but does not obligate the City to purchase 19A
through CUB. CUB is about to develop a new natural gas contract for the
upcoming fiscal
ADOPT RESOLUTION TO BECOME A MEMBER OF THE CUB JPA
May 17, 2000
Page 2
year. If City Council approves membership the City usage figures will be pooled
with those of other members to establish pricing. After the group pricing figures
are known the City may elect to participate or not to participate in the purchase
program. If the pricing developed appears to be advantageous,City Staff will bring
back a "Natural Gas Sales and Aggregation Agreement" to City Council for
consideration.
Participation in CUB would have no impact on Palm Springs Energy Services
which serves the City as an electricity aggregator to benefit Palm Springs residents
and businesses.
It should be noted that CUB is a public entity separate from its members and its
debts, liabilities and obligations are not those of its members. Also, each CUB
member retains individual authority to contract for the purchase of natural gas,
electricity and for advice on energy issues. CUB is governed by a five member
Board of Directors. Current members of the Board are:
David Inger, Energy Manager, County of Ventura
Gary C. Ingraham, Assistant City Manager, City of Stockton
Constance Underhill, Mayor, City of Placentia
Ed Johnson,Energy and Utility Manager,CalPoly San Luis Obispo
Harmonic H. Marearian, Energy Manager, CalPoly Pomona
Harold Good, Palm Springs' Procurement Manager, has been nominated for the
Board to take Mr. Marearian's seat who is resigning. The appointment is
conditional on the City joining the JPA because the by laws prohibit selection of
board members from non-member agencies.
Mr. Good would like to accept the nomination and believes service on the board
would benefit the City by increasing its voice in matters before the CPUC and the
Legislature in addition to providing the City with additional options for group
leveraged energy savings.
There is no cost for membership. Board meetings are conducted via the telephone
except for one face-to-face annual meeting. This years annual meeting will be held
in Concord,California. Meetings are subject to the Brown Act and must be noticed
72 hours in advance.Board meetings conducted by conference call are also publicly
noticed. Member participation is by speaker phone so that members of the public
can hear the proceedings and speak during public comments.
2
ADOPT RESOLUTION TO BECOME A MEMBER OF THE CUB JPA
May 17, 2000
Page 3
It is recommended that City Council adopt the resolution and approve execution of
the Agreement to enter into the CUB JPA.
� ova—
HAROLDE. GOODOD
Procurement Manager
APPROVE:
City Manager
Attachment: (1) Resolution
(2) JPA Agreement
CALIFORNIA
UTILITY BUYERS
JOINT POWERS AGREEMENT CREATING
THE CALIFORNIA UTILITY BUYERS JPA
This Joint Powers Agreement creating the California Utility Buyers JPA (this "Agreement")
is made as of (the "Effective Date"), among the public entities identified
on the signature page of this Agreement and the additional public agencies who subsequently sign
this Agreement (collectively, "Members").
RECITALS
Each Member has the authority to and does purchase natural gas and electricity for the
operation of its respective facilities.
Members believe that savings can be achieved if they arrange for the purchase of natural gas
and electricity as a group directly from natural gas or electric power suppliers.
Members agree that acquisition of natural gas and electricity in this manner requires
expertise of a special nature not available within their respective organizations.
Members wish to jointly exercise their powers to provide for the mutual acquisition of
natural gas and electricity utilizing the services of a management consultant to administer the
acquisition program, and in connection therewith, also advise the Authority on methods by which its
Members may economize on the use of natural gas, electricity and other energy sources.
NOW, THEREFORE, in consideration of the mutual promises set out, the parties agree as
follows:
AGREEMENT
ARTICLE I
POWERS AND PURPOSES
1. Authority Created. The California Utility Buyers JPA ("CUB") is formed by this
Agreement pursuant to the provisions of Article 1, Chapter 5, Division 7, Title l(commencing with
section 6500) of the Government Code of the State of California. CUB shall be a public entity
separate from its Members and its debts, liabilities and obligations shall not be the debts, liabilities
and obligations of its Members.
2. Purpose of the Agreement: Common Powers to be Exercised. Each of the
Members individually has the authority to contract for the purchase of natural gas, electricity and
for advice on energy consumption. The purpose of this agreement is to jointly exercise the
foregoing powers in the manner set forth herein.
CUB A Powers Agmt 99 04 09.doc 1
3. Effective Date of Formation. CUB shall be formed effective as of the Effective
Date, or such later date as agreed to by all original parties to this Agreement at their first meeting.
4. Powers. Pursuant to and to the extent required by Government Code Section 6509,
CUB shall be restricted in the exercise of its powers in the same manner as is the City of Stockton,
California. CUB shall have the power:
(a) To exercise the common powers of its Members to purchase natural gas and
electricity and to seek advice on means of economizing on the use of natural gas, electricity and
other energy sources.
(b) To make and enter into contracts for the purchase of natural gas and electricity,
for the sale of natural gas and electricity by CUB to its Members, for balancing the difference
between the supply of natural gas or electricity ordered and the amount actually consumed, and for
advice on means of economizing the use of natural gas, electricity and other energy sources.
(c) To incur debts, liabilities and obligations in connection with the purchase of
natural gas and electricity and advice on the means of economizing on the use of natural gas,
electricity and other energy sources.
(d) To sue and be sued in its own name.
(e) To contract for the services of a management consultant as more specifically set
forth in Article III.
(f) To contract with Members to provide necessary administrative services to CUB
as appropriate.
(g) To adopt rules, regulations, policies, bylaws and procedures governing the
operation of CUB.
(h) To recruit additional Members to CUB to increase the purchasing power of
CUB.
ARTICLE II
ORGANIZATION
1. Membership. Members of CUB shall be the original parties to this Agreement and
such other cities, counties and public districts as may join CUB after execution of this Agreement,
including any counterpart copy of this Agreement.
2. Officers.
(a) CUB shall be governed by a Board of Directors ("the Board") consisting of five
Members which shall be selected in the manner identified in the bylaws and shall exercise its
authority in accordance with this Agreement and CUB's bylaws which are attached hereto as
Exhibit A and incorporated herein by reference. The term of office shall be four years, except that
for the initial Board one Director shall serve for two years, two for three years and two for four
years.
CUB Jt Powers Agmt 99 04 09 doc
(b) CUB may appoint an Executive Director by contracting with one of its Member
agencies.
(c) CUB shall appoint a Treasurer by contracting for such services with one of its
Members or a private certified public accountant.
(d) CUB shall appoint an Auditor by contracting for such services with one of its
Members. In the event CUB appoints a Treasurer from one of its Members, the Auditor must come
from the same Member. The Treasurer and Auditor shall possess the powers of and shall perform
the treasurer and auditor functions for CUB required by Government Code sections 6505, 6505.5
and 6505.6 and shall assure that there shall be strict accountability of all funds and reporting of all
receipts and disbursements of CUB.
The Treasurer and Auditor shall be required to file an official bond with the Board in an
amount which shall be established by the Board. The premiums on any such bonds shall be
appropriate expenses of CUB.
Pursuant to Government Code section 6505 the Auditor shall contract with a certified public
accountant to make an annual audit of the accounts and records of CUB. The costs of the audits
shall be borne by CUB.
3. Principal Office. The principal office of CUB shall be 1430 Willow Pass Rd.,
Suite 240, Concord, California 94520 or as may be otherwise designated by the Board from time to
time.
4. Fiscal year. The fiscal year of CUB will be from July 1 to June 30.
5. Member Contributions. The costs of operating CUB, purchasing natural gas and
electricity and payment of consultant shall be recovered from the Members as follows:
(a) Operating and Consultant Costs. Each Member shall pay its share of operating
and consultant costs based on the cost of natural gas and electricity units ordered by the Member
compared to the cost of the total natural gas and electricity units ordered by all Members. Payment
shall be made monthly in arrears.
(b) Natural Gas Costs. Each Member shall pay for the number of natural gas and
electricity units it orders. Payment shall be made concurrently with placement of the order.
(c) Membership Fee. In lieu of recovering all or part of its operating or consultant
costs as prescribed in subparagraph (a), the Board may impose an annual membership fee payable at
such time or times as the Board deems appropriate.
6. Withdrawal. Any Member may withdraw from CUB upon six months prior
written notice. Upon withdrawal a Member will not be entitled to return of any funds previously
paid to CUB.
7. Termination of the Agreement. This Agreement may be terminated upon
resolutions adopted by a majority of its Members. Upon termination, all surplus money and
CUB Jt Powers Agmt 99 04 09.doc 1 5 A 3
property of CUB shall be distributed to each Member in proportion to the funds provided CUB by
the Member over the previous twelve months.
ARTICLE III
MANAGEMENT CONTRACT
1. The acquisition of natural gas and electricity and all administrative functions relating
thereto, except those of Treasurer and Auditor, shall be performed by a management consultant
selected by CUB's Board through such procedure, including sole source, as its deems appropriate
for special services under Government Code section 53060.
2. For the first five years of operation of CUB, the management consultant shall be
North Star Consulting, Inc., a California corporation("NSC"), under a contract to be executed
immediately upon formation of CUB. Under the contract, NSC shall receive a management and
operations fee, and may receive consideration for recruiting new Members to CUB.
Original Signatories
City of Placentia County of Ventura
Constance Underhill David Inger
Mayor Energy Manager
Cal Poly Pomona City of Stockton
Harmick H. Marcarian Gary C. Ingraham
Energy Manager Assistant City Manager
Cal Poly San Luis Obispo
Ed Johnson
Energy and Utility Manager
Your Organization:
By:
Name:
Title:
Date:
Phone:
FAX:
15117
CUB Jt Powers Agmt 99 04 09.doc 4
r« CALIFORNIA
UTILITY BUYERSzBrT A
BYLAWS OF THE
CALIFORNIA UTILITY BUYERS JPA
1. Membership. Membership in the California Utility Buyers JPA ("CUB") shall
be evidenced by a resolution of the governing board of a member authorizing execution of the
Agreement and the executed Agreement
2. Meetings. The first and organizational meeting of the CUB shall be held in
Sacramento, California. Thereafter the Board shall meet at the office of the Treasurer of CUB
or at such other places as may be designated by the Board. The time and place of the regular
meetings of the Board shall be determined by resolution adopted by the Board, and a copy of
such resolution shall be furnished to each member. All Board meetings, including regular and
special meetings, shall be noticed and held in accordance with the Ralph M. Brown Act,
Government Code section 54590, et seq
3. Quorum Voting. A majority of the Board's Directors shall constitute a quorum
for the purpose of the transaction of business relating to the CUB Each Director shall be
entitled to one vote. Unless otherwise provided herein, a vote of the majority of those
Directors present and qualified to vote shall be sufficient for the adoption of any motion,
resolution or order and to take any other action deemed appropriate to carry forward the
objectives of the CUB.
4. Designation of Directors. On the Effective Date the members shall hold their
first meeting at which time they shall select a nominating committee to select the CUB's Board
of Directors. At the same meeting, and after the nominating committee is selected, each
member may submit to the nominating committee as a candidate for the Board the name of one
of their officers or employees, or the name of an officer or employee of another member,
including a member of the nominating committee, as a candidate for the Board.
The nominating committee shall then select five of the nominees as Directors of the
Board, specify the term that each is to serve and submit the nominees to the members for
approval. To the extent possible, the membership of the Board of Directors shall reflect
geographic diversity consistent with securing the best available candidates. In the event a
nominee is not approved, the nominating committee shall propose an alternate or alternates to
the members for approval.
After the first Board of Directors is elected, thereafter the Board will elect persons to
fill vacancies or commence new terms. Vacancies will be filled for the unexpired term.
5. President, Vice President and Secretary. At the first meeting, and every two
years thereafter, the Board shall appoint three of its Board members as the President, Vice
President and Secretary.
CUB Bylaws 990409.doc
6. Budget. Within 60 days after formation of the Board, the Board shall adopt a
budget for the balance of the fiscal year. Thereafter, thirty days prior to the expiration of the
fiscal year the Board shall adopt a budget for the ensuing fiscal year. The Board may contract
with a member for preparation of the budget.
The budget shall include, but not be limited to, the general operating costs and natural
gas and electricity acquisition costs to be incurred during the period covered by the budget,
and the allocation of such costs among the members.
The budget shall be adopted by at least a majority of all the directors of the Board.
7. Expenditures for the Approved Budget. All expenditures made within the
designations and limitations of the approved budget shall be made on the authorization of the
Treasurer, or in his or her absence the President of the Board, without further action of the
Board. No expenditures in excess of those budgeted shall be made without the approval of a
majority of all of the directors of the Board.
8. Amendment of Bylaws. These bylaws may be amended by the Board at a
regular meeting at which a quorum is present.
CUB Bylaws 99 04 09.doo 2 { 9 A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALM SPRINGS APPROVING MEMBERSHIP IN THE
CALIFORNIA UTILITY BUYERS JOINT POWERS
AUTHORITY AND AUTHORIZING EXECUTION OF JOINT
POWERS AGREEMENT.
WHEREAS,the City of Palm Springs has the authority to and does acquire utility services
(such as natural gas, electric power, water, and telecommunications)for its facilities; and
WHEREAS, the City of Palm Springs wishes to better control the costs of utilities at its
facilities, through cooperative acquisition and management programs with other public
agencies in California; and
WHEREAS, the California Utility Buyers JPA has been established as a California joint
powers authority to operate such cooperative programs; and
WHEREAS, Title 1, Division 7, Chapter 5, Article 1 (Section 6500 et seq.) Of the
Govermnent Code authorizes joint exercise by two or more public agencies of any power
common to them.
NOW THEREFORE, BE IT RESOLVED the City Council of the City of Palm Springs,
California, does hereby resolve as follows:
Section 1. The City Council hereby approves Agreement entitled
"Joint Powers Agreement Creating the California Utility Buyers JPA", on
file in the office of the City Clerk.
Section 2. The Mayor or his designee is hereby authorized to affix his signature to this
resolution signifying its adoption by the City Council of the City of Palm
Springs, and the City Clerk, or her duly appointed deputy, is directed to
attest thereto.
Section 3. The Mayor or his designee, or their successor(s) in office, are authorized
and hereby directed to execute and deliver on behalf of the City of Palm
Springs any documents or instruments deemed necessary or appropriate to
evidence membership in the CUB JPA, including the Joint Powers
Agreement of the CUB JPA, or to participate in particular programs of the
CUB JPA as such officer(s) deem appropriate.
ADOPTED this_day of 12000 doffift
RESOLUTION NO.
May 17, 2000
Page 2
AYES:
NOES:
ABSENT:
ATTEST: CITY OF PALM SPRINGS,
CALIFORNIA
By
City Clerk City Manager
REVIEWED & APPROVED AS TO FORM
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