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HomeMy WebLinkAboutReso 91-043 - Approve & Authorize CM to sign letter agreement dated 01/07/91 between COR & CEC 1992 Elec Report (ER92) consulting serv r RESOLUTION NO. q A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF REDDING APPROVING AND AUTHORIZING THE CITY MANAGER TO SIGN THE LETTER AGREEMENT DATED JANUARY 7 , 1991, BETWEEN THE CITY OF REDDING AND ECONOMIC SCIENCES CORPORATION TO PROVIDE CALIFORNIA ENERGY COMMISSION (CEC) 1992 ELECTRICITY REPORT (ER92) CONSULTING SERVICES TO ASSIST j WITH THE COMMON FORECASTING METHODOLOGY .9 (CFM9) PROCEEDINGS; AND AT THIS TIME ONLY AUTHORIZING THE EXPENDITURE OF $54, 000 FOR THE ITEMS SET FORTH UNDER "'TASKS" IN EXHIBIT C TO SAID AGREEMENT. WHEREAS, following individual interviews and extensive quantitative evaluation of the written proposals of four competing consulting firms, the Electric Department: concluded that Economic Sciences Corporation would be an appropriate choice to provide technical assistance to the City of Redding during the ER92 proceedings; and WHEREAS, during its meeting of January 3 , 1991 , the Electric Utility Commission voted unanimously to recommend that Council approve the Letter Agreement with Economic Sciences Corporation, a true copy of which is attached hereto and incorporated herein by reference; and WHEREAS, the Electric Department respectfully requests that Council approved the attached Letter Agreement; and at this time authorize the expenditure of $54,000. 00 , being the "Total Cost to Report Filing" as set forth under "Task" in Exhibit C to said Agreement, commonly known as Phase 1 (Phase 2 would be the "CEC Liaison after filing" shown on Exhibit C) ; and WHEREAS, sufficient funds for said Phase 1 are included in ! the Fiscal Year 1990-91 Budget; i NOW, THEREFORE, IT IS HEREBY RESOLVED by the City Council of the City of Redding as follows: 1. That the above recitals are true and correct. \ 1 j 1 2 . That the City Council hereby approves the attached Letter Agreement dated January 7 , 1991 , between the City of Redding and Economic Sciences Corporation, on the condition that the only expenditure authorized at this time is -the sum of $54 , 000. 00 for Phase 1 of said Agreement (see Exhibit C, Task, Total Cost to Report Filing) . 3 . That the City Manager of the City of Redding is hereby authorized and directed to sign said Letter Agreement on behalf of the City of Redding; and the City Clerk is hereby authorized and directed to attest the signature of the City Manager and to impress the official seal of the City of Redding thereto. I HEREBY CERTIFY that -the foregoing Resolution was introduced and read at a regular meeting of the City Council of the City of Redding on the 15th day of January 1991 , and was duly adopted at said meeting by the following vote: AYES: COUNCIL MEMBERS: Arness, Dahl , Fulton, Moss & Buffum NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None I ABSTAIN: COUNCIL MEMBERS: None i ANC UFFUM, Mayor Ci of Redding ATTEST: �,�L �/' • � ETHEL A. NICHOLS, City Clerk FOR PP ED: R DALL A. HAYS, City Attorney 2 Economic Sciences Corporation 111 2120 University Avenue Berkeley, CA 94704 (415)841-6869 FAX(415)644-1943 January 7, 1991 Rick Coleman Electric Department City of Redding 760 Parkview Avenue- Redding, California 96001-3396 :UL.L. Dear Mr. Coleman: This Letter Agreement, when executed by both parties, will authorize Economic Sciences corporation (the "Contractor") effective , as an independent contractor, to perform services for the City of Redding (the "City") in accordance with the following terms and conditions: 1. Services Contractor agrees to perform the services and scope of work set forth in Contractor's project proposal entitled 110EC ER92 Consulting Services" dated January 7, 1991, a copy of which is attached hereto as Exhibit A and incorporated herein, (the "Services") . 2. Rate of Payment for Services Contractor will perform the Services to the satisfaction of the City on a time and materials basis in accordance with the budget attached as Exhibit C, with charges invoiced in accordance with the rate schedule attached as Exhibit D. 3. Terms of Payment Charges will be invoiced monthly and paid within 30 days of receipt of each invoice. 4. Independent Contractor Contractor shall at all times act as an independent contractor with respect to the Services. Neither Contractor nor Contractor's employees or agents shall be deemed to be or shall represent themselves to be employees or agents of the City. i 5. Information I All reports and other data prepared, compiled or obtained by Contractor in connection with the performance of the Services shall be made available upon receipt to the City. All such materials may be copied, reproduced or used in any manner R which the City deems appropriate. Upon receipt of materials specifically prepared for the City by Contractor, the City shall be entitled to use any of such materials in any manner which the City, in its sole discretion, deems appropriate without restriction or accountability. Materials prepared, compiled or obtained exclusively for the City shall immediately become the sole property of the City. 6. Confidentiality Contractor covenants and agrees to keep confidential any and all information concerning the plans, operations, or 1 activities of the City which may be divulged to Contractor by any source in the course of the performance of the Services, and which is not already in the public domain, except when specifically cleared by the City, in writing, for release. The terms of this Paragraph 6 shall be continuing covenants which survive the termination of this Agreement. i 7. Employees Contractor shall be solely responsible for the payment of compensation and for all state and federal taxes, including, but not limited to employment taxes, workers' compensation and J any similar tax associated with employment of Contractor's {{ personnel. Contractor shall take appropriate measures to insure that its employees who perform the Services are competent to do so and that they comply with Paragraph Six. 8. Termination 1 Services under this Agreement shall terminate upon the { earlier of: (a) The completion by Contractor of the last of Contractor's services requested in writing by the City hereunder; or (b) The giving by the City to Contractor of written notice to the address set forth in Paragraph 14 hereof that this. ! Agreement is terminated. Notice pursuant to subparagraph (b) of this paragraph shall be deemed given on the earlier of the date of personal delivery or 48 hours after deposit of such notice, addressed as set forth in Paragraph 14 hereof, in the first class United States mail, postage prepaid. If this Agreement is terminated pursuant to subparagraph (b) of this Paragraph, r Contractor will promptly invoice and the City shall, within 30 2 t i i days of receipt thereof, pay for any services performed and expenses incurred up to and including the date notification of j termination of this Agreement was given; provided however, that such amounts shall be payable only for tasks completed to 1 the satisfaction of the City. 9. Complete Agreement, Amendments, and Waivers I This Agreement constitutes the entire agreement between the parties and supersedes all oral negotiations and prior writings in respect of the subject matter hereof. This agreement may be amended, modified or varied only by an ' instrument in writing signed by both parties. No waiver of any provision hereof shall be effective unless in writing signed by the party to be charged therewith. 10. Conformity With Laws and Safety A a) Contractor shall observe and comply with all applicable laws, ordinances, codes and regulations of governmental agencies, including federal, state, municipal and local governing bodies, having jurisdiction over the performance of the Services or any part thereof, including, without limitation, all provisions of the Occupational Safety and Health Act of 1970 and all amendments thereto, Equal Opportunity and other related { federal requirements, and all applicable federal, state, municipal and local safety and environmental regulations. All work performed by Contractor must be in accordance with these laws, ordinances, codes and regulations. b) Contractor shall, while on or about the City premises, enforce such safety and fire precautions as the City may prescribe for the protection of the City and other personnel and property. 11. Insurance Contractor shall provide and maintain in full , force and effect during the term of this Agreement: a) Workers' compensation insurance in accordancewith the - Workers' Compensation Law of the State of California; and b) Comprehensive general liability insurance (including automobile liability insurance covering owned, non- owned and hired automobile equipment) in the amount of at least $1, 000,000 to cover any claims or damages for acts committed by Contractor or Contractor's employees or agents during the performance of the Services. 1 i S I 3 a 12. Indemnity Contractor shall indemnify and hold harmless the City, its officers and employees from and against any and all liability, loss, injury, death or damage to persons or property caused by Contractor's own or its employees' or agents ' or subcontractorsnegligent or wrongful acts or omissions in connection with the performance of any Services. 13. Assignment Neither this Agreement nor any duties or obligations hereunder ' shall be assignable by Contractor without the written consent of the City. Except for the prohibitions on assignment contained in the preceding sentence, this Agreement shall be binding upon and inure to the benefit of the heirs, successors or assigns of the parties hereto. 14. Notice Notice shall be given to the parties at the addresses set forth below: City: Tim Nichols Electric Department City of Redding ,j 760 Parkview Avenue Redding, California 96001-3396 Contractor: Economic Sciences Corporation 2120 University Avenue, Suite 600 Berkeley, California 94704 Attn: B. F. Roberts i If this Agreement meets with your approval, please sign and return one { original of this letter. The other original is for your__records. i ECONOMIC SCIENCES CORPORATION -77i B. F. Rob its Pre ident Agreed to this day of January, 1991 CITY OF REDDING A Name Title 1 4 9 1 I Exhibit A CEC ER92 CONSULTING SERVICES PROPOSAL: To provide consulting services to assist the City of Redding in preparing its ER92 filing, irk presenting supporting testimony, and in guiding the filing through the CEC ER92 proceedings. f Economic Sciences Corporation's consulting services will include the following activities as required to achieve adoption of the City's electric plan by the CEC: I) Critical Review, Advice, and Analysis j For ultimate CEC approval of the City's demand forecast, the forecast methodology must be defensible against whatever criteria the CEC may use in its evaluations. ESC proposes to take responsibility for assuring the defensibility (or credibility) of the City's demand forecast. This will be accomplished by: ' A) Providing critical review of all aspects of the forecast as it is developed by the City. Critical review will be directed at the logical plausibility of each component of the forecast and the overall consistency of the forecast. Preliminary examination of the City's CFM8 filing reveals the following three problems that would undermine the credibility of the City's forecast and plan if it were subjected to CEC scrutiny: 1) The City's energy forecasting model has implausible , coefficients that imply indefensible :responses to the various determinants of electric sales. •''= The residential energy sales equation, for example, has negative coefficients for all of the binary variables and the constant term. This implies that every month causes a reduction in . sales. The equation also has a higher real income elasticity and a lower real electricity price elasticity than would reasonably be expected. 2) The City's demand forecasting model relies on a a projection of load factor to forecast peak demand from energy sales. This approach does not accommodate decomposition of peak demand into weather versus non-weather related determinants. i • a i .. Economic Sciences Corporation Gov Cu. �;04 i 3) The City's forecast relies on PG&E class load i factors to allocate peak load by class. These load factors may not be relevant to the Redding system and their use may lead to inaccurate analysis of class targeted demand side management programs. B) Advising the City on corrective measures to make the demand forecasting model defensible. For example, ESC advises the following corrections to the three problems mentioned above. 1) Develop new energy sales equations as follows: i) For each customer class, develop equations for energy use per customer and for the number of I customers. This facilitates the calibration of use per customer estimates from the NCPA end-use model. It also generates the projected number of customers to drive the NCPA end-use model. Use nonlinear functional forms for the use per customer equations. ii) In addition to residential and commercial ' classes, include formal but simplified equations for agriculture, industrial, and government classes to provide complete model coverage in generating forecasts of total energy sales. ' 2) Develop a peak demand model ,that decomposes peak into weather sensitive and non -weather sensitive components. Using temperature data, the weather sensitive portion can be normalized for weather swings. 3) Develop estimated system average load curve and customer class load curves. The system average load curve will be developed : by screening the system hourly . load data .: according to daily temperatures. The customer class load curves will be developed using statistical techniques that start with initial guesses of class load curves and iteratively allocates residuals to classes until the class load curves are fully calibrated with the City's system load curve. The estimated load curves can be modified as metered data becomes available. 2 - r 5 1 i 9 C) ESC will provide analytic support by developing the energy sales model, the peak demand model, the class load curves, and all other analytic components of the City's filing for which problems may emerge during forecast preparation and during adoption proceedings„ In addition to the modeling tasks discussed above, a special area of analysis anticipated in preparation of the City's filing is in developing DSM programs. ESC proposes to work with the Redding Electric Department in delineating a set of DSM programs to be analyzed for possible inclusion in the City's plan and to perform the appropriate cost-benefit analyses of the programs. The starting point for selecting the set of programs to be considered will be PG&E's 1990-1992 Energy Efficiency Programs approved by the CPUC. These programs have been fully documented with estimated costs, energy and demand savings, useful life, etc. From this documentation, initial estimates for similar programs in Redding can be a inexpensively developed. ESC will screen these programs for their feasible applications in Redding and suggest a list for possible adoption by the Electric Department. Those elected for further study will then be tested for cost-effectiveness in Redding using the CEC-accepted formulas. The NCPA will be developing conservation adjustments for the City, using NCPA's end-use model adapted to the Redding service territory and incorporating the City's latest customer survey data. ESC will work with NCPA to assure consistency between the City's econometric model and the NCPA's end-use model. ESC will provide NCPA with projections of the number of customers -and "before adjustments" projections of energy use per customer. ESC will confirm that weather and other exogeneous inputs utilized by both the econometric and end-use models are consistent. ESC will evaluate and discuss the similarities and differences between the econometric and end-use forecasts.. and. provide. a recommendation .to the City on the usefulness` of the end-use model. The City's versions of production cost and financial models are assumed to be fully developed for purposes of the ER92 filing and work on these models by ESC is not planned. However, ESC will develop in-depth 'knowledge of the City's versions of utility production cost and financial models and, should the City request extensive modification of these models during filing preparation or adoption proceedings, ESC will provide T&M support to accomplish such modifications. 3 1 I II) Database development Data consistency is an absolute requirement for presentation 1 of a credible forecast. To assure consistency, ESC will develop a central Redding Database (on ESC's mainframe) as the '1 residence for all historical and projected data relevant to the development and presentation of the City's forecast. r ESC's substantial software facilities will readily handle data in monthly, quarterly, and annual frequencies. Additionally, conversion routines will be established to consistently maintain selected statistics of all frequencies on both J calendar year and fiscal year bases. All statistics will be clearly documented as to fiscal or calendar year basis. All external data required for the project will be acquired by ESC. Most external data required is already available in ESC's extensive California Database and will be transferred to the Redding Database. Other data such as PG&E's gas prices and class load factors will be obtained by ESC and loaded into the Database. ESC will load and document all of the City's historical and projected internal data (sales, peak, customers, temperature, end-use, square footage, prices, and supply statistics) into the Redding Database as soon as it is provided by the City. All data received from the City will be checked for consistency. The Database will be the primary control source for analyses and for all data printed on the forms for submission to the CEC. The City will be given dial-up procedures and/or diskette transfer for uploading and downloading between the Database and the City's PC's to facilitate consistency of all data used by personnel involved i in the project. a r To assist the City in achieving final forecast/plan convergence, ESC will supply the City with the final demand model equations and all data necessary to drive the equations in Lotus executable form for interface with the City's J' production cost and financial models. On achieving final rate convergence, the City will supply ESC with final forecast/plan figures for updating the database and completing the forms. I 4 i III) Forecast document preparation Using the Redding Database as the primary control source with other data sources, ESC will complete all CEC forms required for the City's filing (including the demand, supply, transmission, and the February, 1991 historical DSM filing) . The forms will be programmed for automatic printing from the Database and alternate sources at any stage of the forecast development. This will permit early review of the forms and allow maximum time and flexibility in modifying the forecast. This will also reduce the time pressure on incorporating the NCPA end-use adjustments into the forecast. The executive summary and all textual material required for the ER92 document will be supplied by ESC. This will include descriptions of all model components, computational procedures, and measurement conventions relevant to the CEC's understanding of the City's filing. The objective is to produce a concise, clear document that adequately explains the City's filing, eliminating the need for downstream clarifying testimony. ESC will produce 150 copies of the filing ' document. i IV) Guide the City's Filing Through the ER92 Proceedings � ESC will develop a dialogue with CEC early in the project to help anticipate the focus of the staff's scrutiny of the y City's plan. ESC will maintain a positive working dialogue with staff throughout the process of plan development and documentation and of the CEC ER92 proceedings. Mr. Taylor will have primary liaison responsibility for ESC. Mr. Roberts and other ESC personnel will provide supporting liaison as appropriate for communications regarding technical issues. As soon as feasible, contact will be made with key CEC staff jmembers, the CEC public advisor, and the parties responsible for keeping ER92 participants informed about the CEC calendar. As appropriate, meetings will also be arranged to present preliminary results of each aspect of demand model development ' and of DSM analysis to relevant CEC staff personnel to informally prepare them for the City's report and to solicit 9 their response. i on the City's filing of the ER92 document, ESC will participate formally in the proceedings (and informally with a the CEC staff) to guide the filing through adoption. This will include the preparation (with City input) and delivery of r any testimony as may be required to clarify and/or defend the filing. 5 9 Throughout the ER92 proceedings, ESC will maintain: constant surveillance of the CEC calendar; frequent communication with CEC staff, the CEC public advisor, CMUA representatives, NCPA j representatives, and representatives of other utilities. ESC i will strategically select the CEC sessions to be attended by ESC and/or City personnel and develop contacts to daily monitor sessions not attended by ESC or the City. ESC will also obtain relevant transcripts. ESC will also maintain a dialogue with NCPA representatives regarding NCPA work on end-use modeling. ESC will keep the City continuously informed of the progress of the proceedings via telephone and fax. In the event of any development related to the City's interest whether expected or unexpected, ESC will quickly advise the City on its appropriate response and assist in preparing the response. ESC personnel will be made available to go to Sacramento or other session sites on short notice to deal with any emergencies that may develop. In addition to ongoing telephone and fax communication, ESC j will submit a bi-weekly report which will: a { - Outline the progress of the ER92 proceedings and summarize developments of interest to the City. - Summarize ESC's work-progress and changes in work plans. i V) Provide all data, models, forms, and narrative developed in this project on diskettes for subsequent use by the City. The format of the diskettes will be compatible with Lotus 1-2-3, version 3.0, or other Lotus versions as specified by the City. j Documentation sufficient to guide the City (independent of ESC systems and support) in future updating and simulation of all t models developed during this project will also be provided.' -. i 1 i i 1 � 6 i I I i { Exhibit B PROJECT SCHEDULE BY TASK i Task Completion Date Database Development and Kickoff Meeting Jan 17 Create Central Database and Load Historical Data Feb 1 Historical DSM Filing Feb 15 Energy Sales Model Feb 15 Peak Demand Model Feb 22 System Average and Class Load Curves Mar 1 1 Program Forms Mar 1 u Design DSM Programs Mar 15 Develop Load Forecast (before DSM Adjustment) Apr 1 ! Develop DSM Adjustments Apr 15 Complete Load Forecast May 1 Draft Report May 6 j Final Report Jun 1 CEC Proceedings CEC Calendar i i i 7 i i tl 3 Exhibit C PROJECT BUDGET BY TASK The following cost estimates assume that ESC will perform all modeling work required for developing the City's filing, except for the NCPA end-use model and the City's production cost and financial models. Task Estimated Cost Create Central Database and Load Historical Data $ 2, 000 Energy Sales Model $ 2, 000 Peak Demand Model $ 4,000 System Average and Class Load Curves $ 2, 000 Program Forms $ 8, 000 Design DSM Programs $ 3 , 000 g Develop Load Forecast (before DSM Adjustment) $ 5, 000 i Develop DSM Adjustments $ 2, 000 Complete Load Forecast $ 4, 000 1 1 Draft Report $ 8, 000 1 Final Report (150 copies @ $40/copy) $ 6, 000 , i Report Production Costs : $ „2,000 CEC Liaison prior to Report Filing S 6 000 (75 person hours @ $80/hr. average) Total Cost to Report Filing $54, 000 I CEC Liaison after filing - T&M with maximum of $25,000 (333 person hours @ $75/hr. average) d I Estimated costs include labor charges, travel, and miscellaneous costs. 8 1 Exhibit D J RATES The following offer rates are fixed for the period of 1991 through 1992 All-in Consultant Daily Rate p Roberts $1,000 I Chin $ 800 Spilsbury $ 640 Taylor $ 500 I Liu $ 400 1 i No additional G&A charges will be billed. Travel and miscellaneous i expenses will be passed through at cost. Travel costs between ESC's Berkeley offices and Redding will not be billed. i i i i i 9 i a I 1 i Exhibit E ESC REFERENCES i Tom Slatten City of Anaheim 714-999-5112 Ronald Rudkin Southern California Gas Company 213-689-3107 D. Steve Harris Pacific Gas & Electric Company 415-973-2932 i . 1 9 Robert Langley Central Illinois Public Service Company 217-525-5483 i 1 i I 9 d 1 10 i