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Energy Action Plan
CITY OF PALM DESERT OFFICE OF THE CITY MANAGER STAFF REPORT REQUEST: CONSIDERATION OF PLAN, INCLUDING CALIFORNIA PUBLIC DATE: October 27, 2005 FUTURE PALM DESERT ENERGY ACTION THE CITY'S PRESENTATION TO THE UTILITIES COMMISSION CONTENTS: September 22, 2005 Staff Report Office of Energy Management Proposed Budget SUBMITTED BY: Carlos L. Ortega, City Manager Recommendation: Request for consideration of a City-wide Energy/Efficiency Program and authorize the City Manager to proceed to present the Plan to the Aspen Accord. Background: At the September 22, 2005, City Council meeting, the Council directed the City Manager to bring back a report for the creation of the Department of Energy Management, staffing for same, an implementation program, and a funding application. Since then, staff has been working in partnership with the Energy Coalition to form an outline for the requisite programs and processes to be undertaken. This includes an organization of how the City is going to implement various energy conservation/efficiency programs with the goal of reducing the City's energy usage by 30% within five years. Attached is a Plan that has been prepared for the purpose of making a presentation to the Aspen Accord participants at a meeting to be held in San Francisco on November 3, 2005. Key participants at that meeting will include representatives of Southern California Edison, Southern California Gas Company, and the Public Utilities Commission. The proposal indicates that the City will serve as the Operations Manager for the effort with participants as outlined in the proposal. The specific proposal is the creation of energy districts to be composed within the City for the application and funding of energy efficiency activities. Attached is the proposal to create the Department of Energy Management within the City. It defines the purpose of the program, the personnel required, and department expenditures. CONSIDERATION OF FUTURE PALM DESERT ENERGY ACTION PLAN, INCLUDING THE CITY'S PRESENTATION TO THE CALIFORNIA PUBLIC UTILITIES COMMISSION October 27, 2005 Page Two There are two budgets. One is a budget for the remainder of this fiscal year that coincides with the program being fully operational beginning the month of March. The second budget is for a full year's funding. The City will be asking the Public Utilities to fund the program from the public goods charge funds that are collected by Southern California Edison and Southern California Gas Company and made available by the California Public Utilities Commission for energy conservation/energy efficiency programs. The City will request that these funds pay for 50% of the City's personnel and administrative expenses for a full year, which would be half of the $497,388.00. The City's expenditure will only be required if the program is funded. Also attached is a copy of the memorandum of September 22, 2005, which provides a detailed background of the City's proposal. Submitted By: PCARL SS L. EGA City Manager G'1Cly► VW8, n Rus V*enft R@poftW.* OY Cons Von."W CITY OF PALM DESERT City Manager's Office Staff Report REQUEST: REQUEST FOR CONSIDERATION OF A CITY-WIDE ENERGY CON SERVATIONIEFFICIENCY PROGRAM AS DRAFTED AT THE ASPEN ACCORD MEETING IN AUGUST, 2005 SUBMITTED BY: Carlos L. Ortega, City Manager DATE: September 22, 2005 CONTENTS: The Estonia Protocol Program Outline RECOMMENDATION: By Minute Motion, direct the City Manager to bring back a detailed report for the creation of a Department of Energy Management, staffing for same, an implementation program, and a funding application, all for future City Council consideration. BACKGROUND AND ANALYSIS: The City of Palm Desert has taken a leadership role in the Coachella Valley by the development of programs in a number of areas, including exterior water use, recycling, and street legalized golf carts. In addition, the City has "plumbed" an affordable multi -family residential project so that it is ready for the application of fuel cells as they become commercially available. During the California Power Crisis in 2001, Palm Desert cut its municipal electricity use by over 20% by putting its own house in orderfor the benefit of the City and State. These initiatives highlight the City's commitment to a safe, secure, and healthy community and proves that the vision for energy conservation can be turned into community action. Community Energy Partnership For the past four years, the City of Palm Desert has participated in the Community Energy Partnership program, a ten -city energy efficiency partnership with Southern California Edison and The Gas Company, with The Energy Coalition as facilitating partner. Edison, The Gas Company, and the Coalition have provided Palm Desert with customized energy efficiency CITY COUNCIL STAFF REPORT SEPTEMBER 22, 2005 REQUEST FOR CONSIDERATION OF A CITY-WIDE ENERGY USE PROGRAM AS DRAFTED AT THE ASPEN ACCORD MEETING IN AUGUST, 2005 services — ranging from the PEAK Student Energy Actions program in Desert Sands Unified School District elementary and middle schools to community lamp exchanges and hundreds of household and small business Tune -Ups. Through the Community Energy Partnership, a million dollars worth of goods and services was brought into Palm Desert — at no cost to the City other than staff time — that will leverage $5-10 million in direct community savings in the next five to ten years and which will likely yield indirect benefits many times as great as the direct benefits in the decades to come. The Aspen Accord Policy Forum For the past three years, Palm Desert has been participating in the Coalition's executive policy forum known as the Aspen Accord. Councilmembers and City staff have participated in the Accord and its international exchanges with Sweden. These meetings bring together senior utility officials, city leaders, and regulators from both California and Sweden to explore better ways of providing energy efficiency services. For 11 years, members of the Aspen Accord have attended meetings in Sweden, California, and Aspen, Colorado, to work collaboratively on policies and demonstration projects aimed at securing a healthy, safe, sustainable, and affordable energy future. The results of the Accord have been significant for California and Sweden. In 1998, thanks to the foresight of the California Public Utilities Commission and Southern California Edison, the Accord developed the model pilot program for the Community Energy Partnership. This then began a policy shift toward local energy partnerships in California. Swedish Accord members ran the PEAK program in Sweden, building an ethic that will last a lifetime, and providing fertile student and teacher exchanges. The Accord recently supported the introduction of the Business Energy Coalition demonstration project in San Francisco that links 34 major downtown facilities in a network focused on power system reliability through community action with the City's utility PG&E. Currently, the City of Santa Monica is developing a partnership with Edison, The Gas Company, and the Coalition on a demonstration project at the village, a new mixed use community at Civic Center in Santa Monica. The Estonia Protocol Mayor Buford Crites, Mayor Pro Tem Jim Ferguson, and I attended the Summer 2005 Aspen Accord in Stockholm, Sweden, and Tallinn, Estonia. During the course of the meetings, we realized that the City would benefit from a defined demonstration project for its community, one that presented a clear and attainable vision for its businesses and residents. To prove our commitment, we proposed to demonstrate how a city can reduce its electricity and natural gas use by 30% in five years. While considered by many participants to be "stretch goals," we are firm in our commitment to demonstrate something really meaningful. Palm Desert's residents and businesses will get direct savings, will be able to be part of the solution to California's energy woes, and the State of California will benefit from Palm Desert's role as a test bed for such an important local initiative. 2 CITY COUNCIL STAFF REPORT SEPTEMBER 22, 2005 REQUEST FOR CONSIDERATION OF A CITY-WIDE ENERGY USE PROGRAM AS DRAFTED AT THE ASPEN ACCORD MEETING IN AUGUST, 2005 The demonstration project became titled "The Estonia Protocol" and was validated by members of the Accord when officials from the California Public Utilities Commission, Southern California Edison, Southern California Gas, and The Energy Coalition signed it prior to the adjournment of the meeting. While it does not commit the parties to any specific financial values, it does assure their support in what will be an invaluable demonstration for the City and for the State on a partnership designed to engage highly responsible energy use. The idea is that the City will design a program that will go beyond its current efforts through the Energy Coalition to be funded principally by Grants. As a preliminary step, Energy Coalition and City representatives have put together an outline of the program, the expected participants, benefits, and evaluation criteria. The idea is for the City of Palm Desert to serve as a model for a program that can be duplicated by other cities. The outline is attached to this memorandum. FISCAL IMPACT: The City of Palm Desert could potentially save hundreds of millions of dollars by partnering in this effort with the utilities, the State of California as represented by the Public Utilities Commission, and The Energy Coalition, a non-profit with a four-year working relationship with the City. By leveraging the power of the partnership proposed, and given the magnitude of the project, The Estonia Protocol initiative could bring $25-50 million of special funding into Palm Desert in the next five years. This money is earmarked to come from public goods charge funds collected by Southern California Edison and Southern California Gas, from the California Energy Commission, and potentially other State and Federal program sources. The City might also seek foundation grants for innovative projects, as well as private sector support for different initiatives within the community. These funds will be used to manage the initiative and to provide a variety of incentives to residents and businesses as well as to develop programs, financial mechanisms, and City policies to assure that the City's energy use is reduced by 30% by the end of 2010. By undertaking this project and stepping forward with the above level of activity, the City of Palm Desert will set a precedent in leadership and conviction in defining its energy future and providing a model for the Coachella Valley and cities throughout California to follow. If the City Council agrees with this direction, I will come back with a well-defined program, up to and including staffing and a funding applicah 86do do a ity ouncil consideration. CITTYAPPROVED C LC% v DENIED , rER , RECEIVED OTHER .. f/ MEET IN DATE CARLOS LA AYES CITY MANNpgg; ASSENT:iJh.v A.B$TAIN:- VMUFIED Original on File clty Ciesk'>� s `�f a_ � g § /�� kL- Eke c q -a CD �■ �■ 0 o � $3 E J tl ■ E% z o t 7 3 $_ cm� E E_. 2°# $ % E 2 k k § k k 2 E 2 c° o 0 o■ = c®— 0).T 0� o o§ � k■ U @ 2 © g0. ■ a O o 0# Q ) b D a o 2 c 0 o m\ O/ a/ 0 0 0 7 a $ .. � k a d • • . . • • ` 0 k o L ' T d k 7 to ch ■ / 0 20 c� o E ƒaE en § 6 v % E 7 0)2 0 \ CD 0 c A 0 m E0 ■ 72� %k 0 $ $ ? � � / u r- § t ® 2 � ® a 2 k § ©ate E a E� © m a 0 r O 2 E g E«�� ■ E o 2 K 2 ke 0 - �g °�E�o ����� q� ' ƒ k t § 0 2 0 & awW cli kk �Q uj 6 k § ca # § § _ > § 0 k 0 0 U) ■ � -02 c C.)— ■ & ® 0 E■ E e k �kk� �k0 0- 5-Q n one« o£Q o_wQ k 7 a • # @ c � a 2 � m & a a w I k c THE ESTONIA PROTOCOL This Agreement in principle, made the 90' day of August, 2005 in Tallinn, Estonia, is entered into as between representatives of the Southern California Electric Company, ("Edison") the Southern California Gas Company, a Sempra Company ("Gas Company") the California Public Utilities Commission ("PUC") The Energy Coalition ("Coalition") and the City of Palm Desert ("Palm Desert") (collectively the "Parties") with respect to the following findings: WHEREAS, Edison and the Gas Company are the major public energy utility providers to the Palm Desert service area in southern California; and WHEREAS, the PUC is charged with the oversight and regulation of the operation of public utility providers in the state of California; and WHEREAS, Palm Desert's climate and rapid growth have combined to create major demand for the provision of energy; and WHEREAS the City believes that it can significantly improve and expand conservation/efficiency programs through partnerships; and WHEREAS, The Energy Coalition believes that energy conservation/efficiency and the wise use of resources is central to it's mission WHEREAS, Edison, the Gas Company, the PUC and Palm Desert are participating in the Aspen Accord, a principal purpose of which is to achieve energy conservation/efficiency by municipalities and utilities alike; and WHEREAS, it the desire of the Parties to continue to move energy conservation/efficiency objectives beyond discourse and demonstration projects into the realm of significant and quantifiable energy reduction results across the city-wide load of a community energy profile; WHEREAS, representatives of Edison, the Gas Company, the PUC and Palm Desert are present at the 2005 Aspen Accord, but do not and cannot bind their respective corporate or governmental boards, councils or commissions, but have the ability to recommend in good faith to their governing bodies certain protocols with respect to energy conservation: NOW THEREFORE, the Parties do hereby declare and resolve as follows, 1. Palm Desert will set the target of reducing its energy consumption by thirty percent (30%) Qf its 2005 calendar base year calculation by the end of calendar year 2010. y MWrC41 k e MPr(j 2. Palm Desert will establish an Office of Energy Management and will make reduction of energy use central to community planning and economic development and will invest municipal resources in measureable sustainable programs. 3. The Energy Coalition will facilitate the development and implementation of programs consistent with Palm Desert's energy reduction goals. 4. Edison and the Gas Company will partner with Palm Desert in this effort through implementation of energy conservation/efficiency technologies, education programs and financial assistance for a migration from traditional energy usage profiles to greater efficiency. 5. the PUC hereby resolves to facilitate this type of municipal/utility collaboration consistent with theVState of California Energy Action Plaza . JT z4ldlorl� J-,. I -x- &w & Y� �irc.s.c�,rc�, .Tor v1�ai7.r .So�tiv.t � C�,�r�1•ct �d1SSY� �cyvsr ,ff1a r N)&iVxW �y W %T'NtSSe t : . V tan �.r caoo r C Inc �:vys, M CW 1eS L.. tem fw(�T\�R�e� \QW1M1t{t0f� C'► �i+M�Q Y �,G.TIYW.r' �O�cr lix "SCE is pleased that the City of Palm Desert continues to embrace the challenge of its leadership commitment to energy efficiency. The City of Palm Desert is known as a civic leader in efficiency, and now proposes to bring that commitment to its residents and businesses. As partners with Palm Desert through our EE partnership program and our involvement in the policy document referenced in the staff report, SCE stands ready and committed to rolling up our sleeves with the city and working side -by -side -- as partners -- to help you capture the benefits that efficiency can bring to your city. If you approve this resolution, step one will be for us to sit down together to collaboratively and carefully take a detailed look at what makes sense for us to do together to achieve results that meet both of our interests. SCE is in the business of securing reliable, cost- effective energy efficiency resources to serve California's energy needs. I am confident that the City of Palm Desert and Southern California Edison will work closely together to achieve our shared goals.SCE looks forward to coming back to you very soon with our City partners to explain the detailed plans and analysis that we will develop together -- as partners in energy efficiency." Reed d at (F"etin Date a', � Case No.r,- Fmm;.�n OFFICE OF ENERGY MANAGEMENT OF 1dk oV ENUNA tMENT Program Narrative: Under direction from the City Manager this department is responsible for the identification, funding, and implementation for all citywide energy generation and conservation programs. These programs include all city owned and operated properties, schools and universities, along with programs for privately owned residential, industrial and commercial properties. Working in concert with various outside agencies, California Energy Commission, the Energy Coalition, Southern California Edison, Southern California Gas Company, and internal City departments, the Office of Energy Management will be responsible for all energy conservation programs necessary to achieve the energy reduction goal set forth by the Estonia Protocol. The Office of Energy Management will be responsible for all utility undergrounding projects within the city. This includes City/Agency projects and neighborhood undergrounding assessment districts, which may form as requested by residents. EXPENDITURE SUMMARY: SALARY AND BENEFITS SUPPLIES OTHER SERVICES CAPITAL OUTLAY TOTAL: Full Year $ 438,388.00 2,000.00 52,000.00 5,000.00 $ 497,388.00 G: t00A1grlPol ConlonlFuU Yam Office oJEnergy Mormgemau.doe CITY OF PALM DESERT BUDGET WORKSHEET OFFICE OF ENERGY MANAGEMENT CALCULATED EXPENDITURES (FULL YEAR) Account Code Account Description Amount 110-------------------------- SALARIES -FULL TIME I $ 292,259.00 110-------------------------- RETIREMENT CONTRIBUTION 110----------------- -------- MEDICARE CONTRB-EMP 110----------------- -------- RETIREE HEALTH 110--- --------------- ----- INS PREM -LTD 146,129.00 110-------------------------- INS PREM — HEALTH 110----------- -------------- INS PREM — LIFE 110-------------------------- WORKER'S COMPENSATION 1 110------------------------ OFFICE SUPPLIES 2,000 110--- --------------------- MILEAGE REMMURSEMENT 2,000 110------ ----------------- -- ' CONFERENCE/SEMINARS 5,000 1 110------------------------- LOCAL MEETINGS 1,0001 1 110----------------------- PRINTING/DUPLICATING 20,000 110--- ------ ------------- 1 SUB SCRIPTIONS/PUBLICATION 2,000 110------ —--------- — ---- -- DUES 2,000 110-------------------------- POSTAGE & FREIGHT 20,000 110-------------- ----------- CAP -OFFICE EQUIPMENT 5,000 TOTAL $ 497,388.00 AUTHORIZED PERSONNEL Position Grade Title 10016 865 DIRECTOR OF ENERGY MANAGEMENT (RECLASS) 30020 440 ADMINISTRATIVE SECRETARY 30030 300 OFFICE ASSISTANT II/I 30016 480 ENERGY DISTRICT MANAGER-2 POSITIONS G iCrtyftriPat Conlon Full Year ice of EnergyMmwgement.doc OFFICE OF ENERGY MANAGEMENT FFICE F ENER"RYA . EMENT . < :. Program Narrative: Under direction from the City Manager this department is responsible for the identification, funding, and implementation for all citywide energy generation and conservation programs. These programs include all city owned and operated properties, schools and universities, along with programs for privately owned residential, industrial and commercial properties. Working in concert with various outside agencies, California Energy Commission, the Energy Coalition, Southern California Edison, Southern California Gas Company, and internal City departments, the Office of Energy Management will be responsible for all energy conservation programs necessary to achieve the energy reduction goal set forth by the Estonia Protocol. The Office of Energy Management will be responsible for all utility undergrounding projects within the city. This includes City/Agency projects and neighborhood undergrounding assessment districts, which may form as requested by residents. EXPENDITURE SUMMARY: JANUARY 1, 2006-JUNE 30, 2006 SALARY AND BENEFITS $ 145,708.00 SUPPLIES 1,000.00 OTHER SERVICES 19,000.00 CAPITAL OUTLAY 5,000.00 TOTAL: $ 170,708.00 G.%CsWgrlPat Con1on1Fwr Month Office oJEn"VMewagement.doc CITY OF PALM DESERT BUDGET WORKSHEET OFFICE OF ENERGY MANAGEMENT CALCULATED EXPENDITURES (JANUARY 1, 2006 TO DUNE 30, 2006) Account Code Account Description Amount 110-------------------------- SALARIES -FULL TIME $ 97,139.00 110-------- ---------------- RETIREMENT CONTRIBUTION 110--- —--- ------------ ----- MEDICARE CONTRB-EMP 110-------------------- ----- RETIREE HEALTH 110-------------------------- INS PREM -LTD 48,569.00 110----------------- -------- INS PREM — HEALTH 110----------------- ------- INS PREM — LIFE 110--- —--------------- ---- WORKER'S COMPENSATION 1 110-------------------------- OFFICE SUPPLIES 1,0001 1 110-------------------------- MILEAGE REIMBURSEMENT 1,0001 1 110------------------------- CONFERENCE/SEMINARS 2,000 1 1 110------------------------- LOCAL MEETINGS 1,0001 1 110-------------------------- PRINTING/DUPLICATING 7,0001 1 110------------------------ SUBSCRIPTIONS/PUBLICATION 1,0001 110----------------- -------- DUES 1,0001 I 110-------------------------- POSTAGE & FREIGHT 7,000 110----------- -------------- CAP -OFFICE EQUIPMENT 5,000 TOTAL $ 170,708.00 AUTHORIZED PERSONNEL Position I Grade Title 10016 ! 865 DIRECTOR OF ENERGY MANAGEMENT (RECLASS) 130020 1 440 1 ADMINISTRATIVE SECRETARY 30030 300 OFFICE ASSISTANT II/I 30016 480 ENERGY DISTRICT MANAGER-2 POSITIONS NOTE: THE ABOVE ADMINISTRATIVE SECRETARY, OFFICE ASSISTANT, ENERGY DISTRICT MANAGERS POSITIONS ARE BUDGETED TO BEGIN WORK ON MARCH 1, 2006. 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O A z �a L 0 .y 0 CL a O _ a ur"Woo 4lmOJS Bul.}e.JGI833V pooa8 II!M ss000nS uoINIeN 041 olwolileo aol lapoW a!q!onpoadall d a� ilk�5044,43:_'13%1a*1ti:KsY TM 3s -F- Planning Milestones -- • November — Executive Committee & Working Committee Establish an Operational Partnership Structure and Define the Planning Framework that will hold the Partnership together • December — Exec Committee Approves Planning Framework and Working Committee Defines Energy Districts • January — Executive Committee Approves Energy Districts and Working Committee Constructs 5-year Work Plan • February — Executive Committee Approves 5-year Work Plan and Authorizes Initiation of Energy District Activities • March — Launch Energy District Activites