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HomeMy WebLinkAbout2000 Minutes BOWL 12:35 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 2118 119 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT Tuesday, December 19, 2000 The Board of Commissioners met in rescheduled regular session at 5:35 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Charles M. Creamer, Nancy W. Duncan, David O'Leary, and Diane R. Royal. ;., Absent: Commissioner Ernest J. Christian and Mark A. Murray. The Secretary declared a quorum present. c.7 All said the Pledge of Allegiance. APPROVAL OF MINUTES Motion made by Commissioner Callen, seconded by Commissioner O'Leary, to approve the minutes of regular session held October 24, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. CONIA-IUNICATIONS Letter from Frederick L. Stackable regarding his building, commonly known as 300, 306 and 310 North Grand Avenue, Lansing. Received and placed on file. Management's letter, dated October 27, 2000, in response to Mr. Stackable's concern was reviewed and placed on file. Letter from Mary Ellen Getzmiller regarding her utility bill. 12:35 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 3/18 Fajt 120 Board Minutes December 19,2000 Received and placed on file. Management's letter, dated November 13, 2000, in response to Ms. Getzmiller's request was reviewed and placed on file. Thank you card from Commissioner Rosemarie Aquilina in appreciation for the flowers sent by the Board as congratulations for the birth of her daughter. Received and placed on file. REPORTS OF COMMITTEES 2000-12-1 FINANCE COMMITTEE REPORT The Finance committee met on October 30, 2000 to review the audit of the Board of Water and Light Enterprise Fund. Committee members in attendance were Chair Mark A. Murray, Commissioners Ronald C. Callen, Nancy W. Duncan, David O'Leary and Board Chair Diane Royal. Robert Phelps, Senior Manager, and Michael Stvczenski, partner, of Deloitte & Touche presented the results of the audit for fiscal year ended June 30, 2000. They issued a clean opinion of the financial statements of the Board of Water and Light(BWL) and answered questions raised by committee members. The auditors reported that they received the full cooperation of management and staff and had unrestricted access to senior management in the performance of their audit. The audit report was filed with the City of Lansing on October 18, 2000. The BWL Pension Fund Trustees at their upcoming annual meeting will review the audits for the Employees' Defined Benefit Pension Plan and Employees Defined Contribution Pension Plan. The Committee agreed to meet on a quarterly basis to cover key issues pertaining to the utility's financial and operating condition. Issues identified for future discussion include: • The utility's performance measures and performance audits • Bond indebtedness and credit rating • Capital expenditures and returns • Budget review • Rate review • Quarterly reports from the Internal Auditor on the general condition of the utility Staff was asked to identify issues related to Financial Accounting Standard (FAS) 70. Staff is to submit to the committee for review a written report that describes the advantages and disadvantages of deferrals and their impacts on the financial statements, budgets, and customer bills. The report should also include a review of utility industry trends with respect to significant accounting practices such as construction work in process and workers' compensation, for example. The Finance Committee recommends the following resolution: 12:36 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 4118 Bbard Minides Page 121 December 19.2000 Resolution Authorizing Filing Audits ii,ith the State Treasurer RESOLVED, That the Corporate Secretary be directed to file copies of the Fiscal Year 2000 audit reports of the Board of Water and Light Enterprise Fund, the Defined Benefit Pension Plan, Defined Contribution Pension Plan and the reports on auditing procedures Nvith the State Treasurer as required by the Uniform Budgeting and Accounting Act(Public Act 2 of 1968, as amended). Submitted by, Finance Committee Mark A. Murray, Chair Moved by Commissioner O'Leary, seconded by Commissioner Creamer, that the Finance Committee Report be considered as being read in full and that the resolution be approved. Action: Carried unanimously. 2000-12-2 BOARD REPORT OF PLANNING RETREAT The Board of Commissioners held a planuling retreat on Saturday, November 18, 2000, at the University Club of Michigan State University from 8:00 a.m. to 11:45 a.m. Present: Commissioners Ronald Callen, Charles Creamer, Nancy Duncan, Mark Murrav, David O'Leary, and Diane Royal. Absent: Commissioners Rosemarie Aquilina and Ernest Christian. Staff General Manager Joseph Pandy, Jr. and Corporate Secretary Mary Sova Present: The Commissioners met to discuss the role of the Board. The discussion centered on their responsibility and function in making policy decisions that will assure the delivery of reliable and economical utility services now and in the future. To accomplish this, the Commissioners agreed that their focus as a Board should be to: ■ Set strategic direction of the organization ■ Monitor organizational performance ■ Review and approve significant policies designed to ensure compliance with law and ethical standards ■ Perform regulatory functions by establishing the utility's animal budget and setting the rates for utility services 0 Act in the long tern best interest of the utility with all due diligence 12:37 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #8e240 PAGE: 5/18 Pane 122 Board Minutes December 19,2000 ■ Represent the interests of the Owners of the utility The Commissioners concurred that their prunary responsibility is to oversee the management of the BWL and not the day-to-day business operations. They identified ways to work most productively to meet their policymaking obligations. They spent some time defining the authority and responsibilities of board committees. They concluded that issues nonnally taken to the Committee of the Whole nil-lit be better delegated to board committees to thoroughly study topics of importance. The following committee structure was defined: Regular Executive Finance Human Resources Nominating Pension Board Committee Committee Committee Committee Trustees (4 Members) (4 Members) (4 Members) (4 Members) (All) (Quarterly) • Committer Policies&Procedures Finan-1 Employee Survey Results Nominate slate of Implement Provisions of recommendations Strategic Review Performance • Iabor Relations officers • Reco=endaticns by Cperationa! Review • Monitor Financial Activity Suggest Beard the Pcnsron Committee Chairs Performance—metrics Capital Budget oCthe Pension Fmd candidates Tart • Receives all committee revievr • Annual G&d.S (actuarial evaluation and • Oversee inf.— Risk Assessment Budeet(Sales) pension iry .rnent) Management of • Delegates certain authority Ad Hoc Assigments Repots to the Board and Pension Assets to Executive C.—ittce Consult as appropn a:e Penvon Trustees • lob Perfonnarice Evaluation • Staffhppointments In light of the above listed functions of the board and their committees, the Commissioners discussed the importance for management to provide the Commissioners with adequate and timely documentation on a systematic basis. This information helps to increase the Commissioners' overall knowledge of the BWL. It also affects their ability to properly perform their accountability function and to demonstrate the proper discharge of their duties and responsibilities. The Commissioners concurred with the following meeting activities: ■ All regular board and committee meetings will be open to the public as provided by statute for meetings of public bodies. ■ Meetings will be longer, but less frequent. ■ Board meetings will be held quarterly for duration of up to one-half day. ■ The committee chair will serve as an advocate at regular board meetings to clarify the subject matter discussed at the committee level. ■ Staff support will be utilized by committees to conduct research on the subject at hand. ■ Management presentations at Board or committee meetings will be left at the discretion of the General Manager. The General Manager presented an overview of the agreement between the City of Lansing and the BWL on tilen return o equity. The Commissioners discussed the need to establish ad hoc assignunents to perforni specific tasks that may arise from time to time. The first such ad hoc assignment was created to look into the annual payment in lieu of taxes to the City. An ad hoc negotiations team was formed consisting of Commissioner Dave O'Leary(designated as the chair), Mark Murray and Diane Royal. 12:38 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #08242 PAGE: 6i1B Board Minutes Page 123 December 19,2000 With the above conclusions reached by the Commissioners, staff was directed to prepare the following documents for review and consideration at the January Board meeting: Revised draft of the Board's Rules of Administrative Procedure urcorporating the changes discussed. ■ Revised schedule of regular board and committee meetings, based on issues that would normally come before the full board or one of its committees. The plalming session adjourned at 11:45 a.m. Aloved by Commissioner Duncan, seconded by Commissioner O'Leary, thatthe Board Report of the Planning Retreat be considered as being read in full. Action: Carried unanimously. GENERAL MANAGER'S RECOMMENDATIONS Background nzaterials on items presented are on file in the Office of the Corporate Secretary. 2000-12-3 KELLY SERVICES AS PRIMARY VENDOR FOR TEMPORARY CLERICAL AND TECHNICAL EMPLOYEES RESOLVED, That the Board of Water and Light enter into a three-year contract with Kelly Services for approximately $1.3 million to be the primary vendor for temporary employees for clerical and technical positions covering the period of December 1, 2000 through November 30, 2003. Aloved by Commissioner Aquilina, seconded by Commissioner Duncan, that the resolution be approved. Action: Carried unanimously. 2000-12-4 SPECIALIZED MOBILE RADIO LICENSE SOLD TO NEXTEL RESOLVED, That the 800 MHz Specialized Mobile Radio (SMR) licenses issued by the Federal Communications Commission (FCC) be sold to Nextel West Corporation, and that the General Manager be authorized to execute the agreement to effect the sale of the licenses. -------------------- Nextel will compensate BWL for the market value of these licenses. The purchase of these licenses is subject to a confidentiality agreement with Nextel Vilest Corporation. -------------------- 12:38 DEC 22, 2000 ID: HOARD OF 14RTER & LIG TEL NO: (517) 371-6203 #8e240 PAGE 7/18 Page 124 Board Nautes December 19,2000 A/Ioved by Commissioner Duncan, seconded by Commissioner Aquilina, that the resolution be approved. Discussion: General Manager Pandy briefed the Board on the terns and conditions of the agreement. Action: Carried unanimously. 2000-12-5 REVISED WATER RATE NO. 3—WATER SYSTEM CONNECTION FEES RESOLVED, That the proposed Water Rate No. 3 —Water System Connection Fees, appended to these minutes (see.Attachmenti) be adopted and made effective for water service connections made on or after January 19, 2001. FURTHER RESOLVED, That the rate schedule for Water Rate No. 3 —Water System Connection Fees adopted July 25, 2000 and effective January 1, 2001, be rescinded effective immediately. Moved by Commissioner O'Leary, seconded by Commissioner Creamer, that the resolutiai be approved. Discussion: Chairperson Royal noted that this resolution is based on the Public Hearing that preceded the Board meeting (December 19, 2000). There were no comments received from the pubic in opposition to the proposed rate change. Action: Carried unanimously. 2000-12-6 RESOLUTION DECLARING OFFICIAL INTENT TO REIMBURSE PROJECT EXPENDITURES WITH BOND PROCEEDS AND AUTHORIZING PUBLICATION OF NOTICE OF INTENT TO ISSUE BONDS WHEREAS, the Board of Water and Light(BWL) (the "Issuer") proposes to issue its tax-exempt bonds (the `Bonds") to finance the cost of renovating and improving the water, steam and electric utilities system of the City of Lansing as hereinafter described (the "Project"); and WHEREAS, it is anticipated that the issuer will advance all or a portion of the costs of the Project prior to the issuance of the Bonds, such advance to be repaid from proceeds of the Bonds upon issuance thereof; and WHEREAS, Section 1.1 50-2 of the Treasury Regulations on Income Tax(the "Reimbursement Regulations") specifies conditions under which a reimbursement allocation may be treated as an expenditure of bond proceeds, and the Issuer intends by this resolution to qualify amounts advanced by the Issuer to the Project for reimbursement from proceeds of the Bonds in accordance with the requirements of the Reimbursement Regulations. 12:39 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #ee240 PAGE: 8/1e Board Ni mites Page 125 December 19,2000 NOW, THEREFORE, BE IT RESOLVED BY THE ISSUER, as follows: 1. The Project shall consist of improvement, renovation and extension of certain portions of the water, steam and electric utilities system of the City of Lansing, uicluding some or all of the following: (1) replacing pumps and pump controls at Cedar Pumping Station, (11) replacing filters and refurbishing water reservoirs at Dye Water Conditioning Plant, (111)modifying filters at Wise Road Water Conditioning Plant, (iv) reinforcing and supporting existing water mains under selected bridges and replacing or upgrading selected water valves in the Water Distribution System, (v) upgrading the precipitator at Moores Park Steam Plant Boiler 93, (vi) purchasing and installing a pressure reducing valve at Moores Park Steam Plant, (vii) upgrading the stearn main to GM plant 6, (viii) replacing the steam main in Allegan Street, and, (ix) phase II of the construction of a chiller plant and related distribution system to serve a downtown chilled water district. 2. The maximum principal amount of obligations expected to be issued for the Project is $30,000,000. 3. The Issuer hereby declares its official intent to issue Bonds to finance the costs of the Project, and hereby declares that it reasonably expects to reimburse the Issuer's advances to the Project as anticipated by this resolution. 4. The Bonds shall be authorized by proper proceedings subsequent to this resolution. 5. Staff is authorized and directed to publish in a local newspaper of general circulation a notice of intention to issue bonds substantially in the form appended to these minutes (see Attachment II), with such changes as are approved by bond counsel, BWL counsel and staff. 6. All prior resolutions and parts of resolutions insofar as they may be in conflict with this resolution are herebv rescinded. Moved by Commissioner Aquilina, seconded by Commissioner Creamer, that the resolution be approved. Discussion: General Manager Pandy noted that by publishing the Notice of Intent, the BWL will be able to recover costs incurred retroactively in the last sixty days from the date of notice. Staff will review bond issue details with the Finance Committee, including justification for each project. A fornial resolution authorizing the issuance of bonds will then come to the Board once market rates are known and related borrowing-type decisions are made. Action: Carried unanimously. 2000-12-7 BOARD MEETING SCHEDULE RESOLVED, That pursuant to the provisions in Article II, Section 2.1 of the Board's Rules of Administrative Procedure, the Board of Commissioners will meet on the following dates for the 12:40 DEC 22, 2000 ID: BOARD OF I4ATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 9/18 Page 126 Board Minutes December 19.2000 first six months of 2001 unless otherwise notified or as a result of date conflicts with rescheduled City Council meetings: 2001 Tuesday January 23 Tuesday February 27 Tuesday March 27 Tuesday April24 Tuesday May 22 Tuesday June 26 Meetings will be held in the Board Room located in the Board of Water and Light Customer Service Center, 1232 Haco Drive, Lansing, and begin at 5:30 p.m. RESOLVED FURTHER, That a notice of the meeting schedule be published in the Lansing State Journal the iveek of January 7, 2001. Moved by Commissioner Callen, seconded by Commissioner Duncaln, that the resolution be approved. Discussion: At the Board planning retreat on November 18, 2000, staff was directed to prepare a revised draft of the Board's Rules of Administrative Procedure, incorporating changes on the frequency of Board and committee meetings, for Board consideration in January, 2001. The Rules, as amended, will be subject to approval by Lansing City Council. The Commissioners agreed that a new Board meeting schedule would be published in the newspaper once the revised Rules are approved by City Council. In the interim, the public will be notified of meeting date changes through posted notices m the BWL lobby and City Clerk's Office. Action: Carried unanimously. EXECUTIVE SESSION Motion by Commissioner Caller. seconded by Commissioner Duncan to move into executive session to discuss a potential litigation settlement related to the Ottawa Street Station(5:55 p.m.). Action: Adopted. PEAS: Commissioners Aquilina, Callen, Creamer, O'Leary, Royal, and Werbelow. NAPS: None ABSENT: Commissioners Christian and Murray 12:40 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 10/18 Beard Ntnutes Page 127 December 19.2000 OPEN SESSION The Board returned to open session at 6:30 p.m. 2000-12-8 SETTLEMENT OF LITIGATION CLAIMS The Board of Commissioners is authorized by Charter to approve settlement of litigation. The Staff Attorney, with concurrence of the Assistant General Manager and upon request of its Insurer, has recommended that the Board of Water and Light settle the litigation filed against it by Plaintiff in the Federal District Court, Western Division, Docket No. 5:98-CV-70, and titled Performance Abatement Services, Inc. v. SCS Group, Inc. and the Lansing Board of Water and Light. The Board of Commissioners has been advised as to the settlement discussions that have taken place between the parties, the merits of the Board of Water and Light's legal defenses, the costs associated with this matter through trial, and all known risks. RESOLVED, That the Board of Commissioners authorize settlement of the above captioned litigation in the amount not to exceed that recommended by First Reinsurance in a confidential letter dated November 2r'd, 2000, with such amount to be funded by First Reinsurance and with terms and conditions to be negotiated by the Board of Water and Light's defense attorneys. RESOLVED FURTIIER, That such amount shall be paid ul consideration of the release of all clairns. RESOLVED FURTHER, That the General Manager is authorized to execute all documents related to the settlement of these claims. Moved by Commissioner O'Leary, seconded by Commissioner Creamer, that the resolution be approved. Action: Carried unanimously. UNFINISHED BUSINESS General Manager Pandy reported that in September 26, 2000, the Board authorized staff to enter into a predevelopment agreement with Carrier Hotels—USA, LLC, which has subsequently become Convergency Centers, Inc. (Convergency). Mr. Pandy reported that their requirement for telecommunications is up to approximately 117,000 square feet. They have large electrical demands as well as coolu1g demands and floor loading to support the heavy equipment to be placed in the facility. Mr. Pandy called upon Staff Attorney Lam,Wilhite who has been handling the negotiations and the due diligence process to brief the Commissioners on the status of the project. 12:41 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 871-6208 #88240 PAGE: 11/18 Pzge 128 Board Minutes December 19,2000 Staff Attorney Wilhite stated that development discussions related to this project began in July, 2000, when an inquiry was received from real estate broker Van Martm regarding a potential tenant for Ottawa Station who wants to start a"telecom hotel," which would house file servers and other technology that allows businesses to conduct electronic commerce. Mr. Wilhite reported that General Manager Pandy, at that point, recused himself from any substantive discussion of the matter because of his business relationships and acted only as a resource person on the project. A site plan and drawing for each level of the Ottawa Station was displayed. Mr. Wilhite reported that the offer made by the developer was to bring the shell of the building to a leasable condition in return for the BWL transferring condominium units to the developer. BWL staff has met with the Mayor and his staff to brief them on the project for input and consensus. Mr. Wilhite noted that the basis for the predevelopment agreement was an effort to memorialize the BWL's intent to explore potential business relationships. At that time staff was cautioned by the Board to proceed very deliberately. Mr. Wilhite noted that the Board is being asked to take several interim steps that could lead to a final development agreement if this matter continues to move in the right direction. Mr. Wilhite reviewed the assumptions that were considered by staff when reviewing the feasibility of the project. He stated that at the end of his presentation he would be asking the Board to authorize staff to proceed to the next level of due of diligence investigation. That being the completion of an appraisal of the plant, preparation of a business case analysis to support the proposed development, preparation of a joint development agreement between the BWL and Convergency Centers, and to declare portions of the Ottawa Station as surplus property subject to approval by Lansing City Council. Mr. Wilhite commented that staffs proposed recommendation includes no further financial obligations, other than an appraisal and additional staff time. A slide, prepared by General Manager Pandy, was displayed showing a general and broad analysis of projected cost and estimated utility demand for electricity and chilled water services for this project. Mr. Wilhite stated that under the terms of the Joint Predevelopment Agreement, each party has certain deliverable obligations. The BWL's major concern with Convergency is whether or not they have the financial strength to carry out its plans for Ottawa Station. Mr. Wilhite reviewed the various business-related documents submitted by Convergency as part of the due diligence process. A complete schedule of development has not been received from Convergency; however, they would like to service a major tenant, requiring about 20,000 square feet (of the total 117,000 square feet) that needs to be in the marketplace between April and June, 2001. The Commissioners engaged in a lengthy question and answer period related to the nature of the business, risks involved, and financial liability of the developer. Staff responded that a properly structured joint development agreement and utility services would be the safeguard to protect BWL customers. Following discussion, the Commissioners concurred that the business case, based on potential utility revenues and the value of the commercial space, should be reviewed with the Finance Committee before a final resolution is brought back to the Board for consideration. 12:42 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #e9240 PAGE: 12/19 Board Minutes Page 129 December 19,2000 42000-12-9 REDEVELOPMENT OF OTTAIVA STATION WHEREAS, the Lansing Board of Water and Light(BWL)has entered into a Joint Predevelopment Agreement(JPDA) with Carrier Hotels (now known as Convergency Centers, Inc.); and WHEREAS, the parties to the JPDA respectively desired to investigate and explore a potential business relationship with respect to the development of a portion of Ottawa as a neutral optical hub (carrier hotel) with the BWL as a utility provider; and WHEREAS, Convergency Centers has substantially complied with its "due diligence" obligations under the JPDA and pursuant to a confidentiality agreement, provided to the BWL, among other thuigs, its Business Plan for Ottawa Station, a letter of financial commitment, and necessary load information; and WHEREAS, BWL staff has reviewed this confidential inforination and, in turn, submitted the terms and conditions upon which it will supply utility services to Convergency Centers. RESOLVED, That the Board of Water and Light Commissioners expresses its support of the proposed redevelopment of Ottawa Station, and subject to further review, authorize the General Manager and Corporate Secretary to submit and prepare the following documents: 1) Business case analysis to support the proposed development; and 2) Plan to commercially develop or dispose of the remaining square footage; and 3) Completion of appraisal for Ottawa Station; and 4) Commission Agreement between the BWL and CB Richard Ellis/Martin. 5) Resolution declaring relevant portions of Ottawa Station as surplus property and authorizing the sale of condominium units to Convergency Centers subject to approval by Lansing City Council; and 6) Joint Development Agreement between the BWL and Convergency Centers. Moved by Commissioner Creamer, seconded by Commissioner Duncan, that the resolution be approved. Action: Carried unanimously. NEW BUSINESS None. 12:42 DEC 221 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 13/18 Page 130 Board Nautes December 19,2000 RESOLUTIONS 2000-12-10 RESOLUTION HONORING TERRY D. GRAHA.Nl WHEREAS, In recognition of his outstanding career with the Board of Water and Light, it is a pleasure and a privilege to commend Terry D. Graham on behalf of the citizens he has served so well. On January 2, 2001, he retired from this municipal utility after serving in a variety of capacities with distinction. We thank him for his many contributions throughout his more than thirty-three-year career; and WHEREAS, Possessing leadershp ability, managerial expertise, and sincere concern for the people he served, Terry Graham earned numerous promotions ranging from Payroll Supervisor (1967), Administrator in Personnel (1973), Wage and Salary Administrator in Personnel (1975), Superintendent of Stores (1980), Manager of Customer Service (1981), Director of Marketing (1986), Director of Administrative Services (1987), Director of Consumer Services (1990), and most recently Executive Assistant to the General Manager(2000); and WHEREAS, Terry Graham's business expertise and loyalty to the citizens of Lansing were demonstrated in his commitment to promote the development and awareness of the highest quality level of customer service at the Board of Water and Light. .Among Terry's credits in the customer service area were the installation of a new phone menu system to provide greater reliability for handling large volunnes of calls during system emergencies and the consolidation of various field employee jobs from the electric and water utilities creating the Customer Account Representatives (CARS) group to improve response time to customer needs. Employees and customers of the Board of Water and Light will long benefit from Terry's continued pursuit of improvement and quality performance. His diligent leadership and commitment to creating loyal customers are qualities that will enable him to continue as an outstanding entrepreneur in the business enviromnnent; and WHEREAS, Tem,Graham generously shared his experience and knowledge by volunteering service to professional and community organizations; such service as past president of the Greater Lansing Management Association and the Kiwanis Club, active service in the Lansing Jaycees, Junior Achievement, Old Newsboys Association and Capital Area United Way campaigns. RESOLVED, That we commend and congratulate Terry D. Graham on this 19th day of December, 2000, for his successful career with the Board of Water and Light. We wish Terry and his lovely wife, Sharon, happiness in their new ventures. Moved by Commissioner- Creamer, seconded by Commissioner O'Leary, that the resolution be approved. Action: Carried unanimously. 12:43 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #BB240 PAGE: 14119 Board Minutes Page 131 December 19,2000 GENER,XL MANAGER'S REMARKS Customer Attitude Survey: General Manager Pandy reported that the results of the Customer Attitude Survey, performed by Market Strategies, Inc. (MSI), is being presented to all 712 employees in a series of meetings he will be holding with every department. Very positive results were received in the fall survey. The BWL was ranked above average operating utilities on 18 of the 19 benchniarked comparisons. Mr. Pandy noted that there were fifty utilities in the survey database across the country. The BWL scored highest relative to the average MSI benchmarked utility on being a company you can trust(+19), showing concern and caring (+18 points), and being believable (+17). Mr. Pandy stated that he is proud of the results in light of industry turnoil with electric deregulation and also with the new BWL compensation plan and the question of unionization being considered by groups of employees. Mr. Pandy congratulated employees for keeping their focus on getting the job done and serving the customers. He remarked that it is obvious the customers are recognizing their excellent service. REMARKS BY COMMISSIONERS Commissioner Creamer asked how the Customer Attitude Survey results compare with previous years. General Manager Pandy responded that most of the trends are up. In response to Commissioner Callen's question, Mr. Pandy stated that the BWL is below the average on one measure: the preference for current electric utility over another with 10 percent louver rates. For the average utility, 50 % of the people said they would stay with their present utility, and 49% of BWL customers said they would stay, which puts the BWL—1°"o of the MSI average. A copy of the report summarizing the benclunarking comparisons will be provided to the Board. [Commissioner Aquilina left the meeting at 7:09 p.m.] Commissioner Creamer suggested that it would be nice for the Board Chair to recognize the success of the Customer Attitude Survey in one of the BWL's publication. Commissioner Royal agreed to follow-up with that suggestion. Commissioner Callen asked for an analysis report on the California deregulation experience. Assistant General Manager Bill Cook agreed to provide a report on this issue in January. On a related topic, General Manager Pandy reported that staff is awaiting a decision by the Michigan Public Service Commission (MPSC) on the question of offering the Cusbmer Choice Program for natural gas. He noted that the BWL's three-year Natural Gas Customer Choice Program is up in April, 2001. Presuming the MPSC approves the Choice Program; the BWL will need to decide whether it wants to continue the program, particularly in light of an uncertain natural gas market. 12:44 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 *ee240 PAGE: 15i18 Page 132 Board Minutes December 19,2000 EXCUSED ABSENCES On motion by Commissioner Callen, seconded by Commissioner Duncan, that the absences of Commissioners Christian and Murrav be excused. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. No persons spoke. ADJOURNMENT There being no objection, the meeting adjourned by unanimous consent at 7:15 p.m. /s/Alfwy E. Sova, Secretary Filed with Lansing GO,Clerk- December 22, 2000 12:44 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #ee240 PAGE: 16/18 Board MmiAes Page 133 December 19,2000 ATT 4CHMENT 1 (Re:Resolution 42000-12-5) JVATER SYSTEM CONNECTION FEES R-,kTE NO. 3 System Connection Fees - The following schedule of fees shall apply to all new water service connections made to the mains. This fee shall not apply to active services that are being replaced. Service Connection to Main 1/19/01 1/1/02 1/1/03 1" or smaller $1,000 $17000 $1,000 11/2" $1,966 $2,081 $2,194 2" $3,495 $3,700 $3,900 3" $3,932 $4,163 $4,388 4" $6,990 $7,400 $7,800 6" $15,728 $16,650 $17,550 8" and over $27,961 $29,600 $31,200 Tax Adjustment - Bills shall be increased within the limits of any govern mental authority or political subdivision which levies taxes, license fees, franchise fees, or any other charges against the Board's property, or its operation, or the production and/or sale of water, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delaved Payment Charge - A delayed payment charge of 5% of the unpaid balance, excluduig delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations - Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service, which is incorporated herein by this reference. Adopted: December 19, 2000 Effective: January 19, 2001 12:45 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 17/18 Pale 13A Board Minutes December 19.2000 ATTACHAIIENT 11 (Re: Resolutiai#2000-12-6) NOTICE OF INTENTION OF THE CITY OF LANSING, BY AND THROUGH THE BOARD OF«7ATER AND LIGHT TO ISSUE REVENUE BONDS IN AN AMOUNT NOT TO EXCEED $30,000,000 AND NOTICE OF RIGHT TO PETITION FOR REFERENDUM THEREON TO ALL ELECTORS AND TAXPAYERS OF THE CITY OF LANSING AND OTHER INTERESTED PARTIES: NOTICE IS GIVEN. That the City of Lansing, Ingham and Eaton Counties, Michigan by and through the Board of Water and Light, intends to authorize the sale, issuance and delivery of revenue bonds in the principal amount of not to exceed $30,000,000 pursuant to Act 94, Public Acts of 1933, as amended, for the purpose of paying part of the cost of remodeling, updating and extending the life of the water, steam and electric utilities of the City of Lansing, including some or all of the followi1ng: (1)replacing pumps and pump controls at Cedar Pumping Station, (11) replacing filters and refurbishing water resel-voirs at Dye Water Conditioning Plant, (ill) modifying filters at Wise Road Water Conditioning Plant, (iv) reinforcing and supporting existing water mains under selected bridges and replacing or upgrading selected water valves in the Water Distribution System, (v)upgrading the precipitator at Moores Park Steam Plant Boiler #3, (vi) purchasing and installing a pressure reducing valve at Moores Park Steam Plant; (vii) upgrading the steam main to General Motors' plant 6, (viii)replacing the steam maul in Allegan Street, and, (ix) phase II of the construction of a chiller plant and related distribution system to serve a downtown chilled water district. The net revenues of facilities of the City of Lansing for the supply and distribution of water and the generation and distribution of electricity, steam and steam heat will be pledged to the payment of principal of and interest on the bonds. The lnaminum amount of the bonds to be issued is $30,000,000. The bonds will mature in not to exceed 25 annual installments with interest at a rate not to exceed 10% per amnum on the unpaid principal balance of the bonds from time to time outstanding. RIGHT TO PETITION FOR REFERENDUM THIS NOTICE IS GIVEN to and for the benefit of the electors and taxpayers of the City of Lansing and other interested parties in order to inform them of the intention of the City of Lansing to sell, issue and deliver the bonds and also to infornn them of the right to petition for a referendum upon the question of selling, issuing and delivering the bonds. The petition must be signed by not less than 10% or 15,000, whichever is less, of the registered electors of the City of 12:46 DEC 22, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #88240 PAGE: 18/18 Beard hlmiAes Page 135 December 19,2000 Lansing, residing within the City of Lansing. The City of Lansing intends to sell, issue and deliver the bonds without a vote of tine electors thereon, but the City of Lansing will not sell, issue and deliver the bonds until 45 days after publication of this notice. If the petition is filed with the City Clerk within the 45-day period, the City of Lansing will not sell, issue or deliver the bonds unless approved by a majority of the electors of the City of Lansing voting thereon at a general or special election. This notice is given by order of the City of Lansing, by and through the Board of Water and Light, pursuant to Act 94 of the Public Acts of Michigan, 1933, as amended. Further information may be obtained at the office of the undersigned Secretary. Dated:December 19, 2000 /s/Allary E. Sova, Corporate Secretary Board of YVater and Light of the Cio) of Lansing BOARD OF WATER AND LIGHT 1232 Haco Drive-Lansing, Michigan Agenda October 24, 2000 - 5:30 p.m. I. Roll Call (Board Commissioners Aquilina, Callen, Christian, Creamer, Duncan, Murray, O'Leary, and Chairman Royal - 8) H. Pledge of Allegiance III. Approval of Minutes: Regular Session of September 26, 2000 IV. Public Comments Members of the public are welcome to speak to the Board on any agenda subject or on any other subject now, or at the end of the meeting. V. Communications and Petitions VI. Reports of Committees VII. Manager's Recommendations A. Authorize a public hearing on December 12, 2000 modifying water system connection fees, rate 3. B. Authorize granting of easement in Alaiedon Township to Consumers Energy. C. Authorize granting of easement in Delta Township to Consumers Energy. D. Amend BWL policy manual Section 7-01 on"Authority to Invest Operating and Pension Funds". E. Approve revised BWL Home Ownership Program for Employees (BWL-HOPE). VIII. Unfinished Business IX. New Business X. Resolutions XI. Manager's Remarks XII. Commissioner's Remarks = XIII. Motion of Excused Absence XIV. Public Comments Members of the public are welcome to speak to the Board on any Board of Water and Light subject. XV. Adjournment 15:49 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #86113 PAGE 2/12 Page 108 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT Tuesday, October 24, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Vice Chair Charles Creamer called the meeting to order_ Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Nancy W. Duncan, Mark A. Murray, and Damid O'Leary. Absent: Diane R. Royal. C.— The Secretary declared a quorum present. All said the Pledge of Allegiance. _0 APPROVAL OF MINUTES r` co Motion was made by Commissioner Christian, seconded by Commissioner Callen, to approve the minutes of regular session held September 26, 2000. Carved unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Mary Clark, Vice President of Campaign for the Capital Area United Way (CAUW), and Sue Wagner, Vice President of Major Gift-Giving for CAUW, presented General Manager Pandy with a plaque recognizing the Board of Water and Light's leadership in community giving and membership on the Corporate Council. General Manager Pandy noted that BWL effort in the CAUW campaign is an example of partnership between the union and management. The BWL is in the top ten in terms of employee giving based on dollars contributed by employees. The BWL's corporate goal is $115,000 and will strive to achieve a 100% employee participation. BWL employee, Richard Taylor, stated that he had a follow-up question to a written response received from General Manager Pandy regarding the 65"'percentile issue relative 15:49 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #BG113 PAGE: 3/12 Board Minutes Page 109 October 24,2000 to market rate compensation for the Technical Skill Family. He said that Mr. Pandy's answer was unclear. Mr. Taylor requested further clarification on the difference between "percentile" and "percent' and how the numbers were calculated. He stated that trust continues to be an issue and challenged management's decision to hire a labor relations consultant to discourage the organizing drive. COMMUNICATIONS Letter from Curtis Gates, Business Agent of International Brotherhood of Electrical Workers (IBEW), Local 352, regarding information on Gabriel Hall and Associates. Received and placed on file. REPORTS OF COMMITTEES No committee reports GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-10-1 PUBLIC HEARING ON WATER SYSTEM CONNECTION FEES- RATE 3 RESOLVED, That the proposed Water System Connection Fees Rate No. 3, (appended to these minutes) adopted July 25, 2000 and effective January 1, 2001, be the subject of a public hearing prior to further consideration by the Board of Commissioners. FURTHER RESOLVED, That a public hearing to solicit public input on this matter be set for Tuesday, December 12, 2000 at 5:30 p.m. in the Board of Water and Light Offices at 1232 Haco Drive. Also, that the Corporate Secretary be directed to file with the City Clerk information regarding pending changes in the rate structures on or before October 25, 2000. Moved by Commissioner Christian, seconded by Commissioner Aquilina, that the resolution be approved. Discussion: Clyde Dugan, Director of Marketing, provided rational as to why the change to Rate No. 3 is being recommended. He reported that after the Commissioners adopted this rate schedule in July 2000, staff received significant input from contractors and public officials. Staff then conducted a comparative study of the new fees with other water connections fees in the area. Based on the results, it was determined that the previously approved water system connection fees were excessive and would harm the BWL's ability 15:50 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #86113 PAGE: 4/12 Page 110 Board Minutes October 24,2000 to attract new customers. Mr. Dugan noted that the proposed fees set a new rate for residential equivalent services of one inch or smaller and then applied an arithmetic change for larger services up to eight inches and above. He explained that the BWL uses the system buy-in methodology described by the American Water Works Association (AWWA), which resulted in high increases, particularly for new services two inches and above. The calculation, however, needs to be and has been in the past, modified for local conditions and competitive pressures. This was not done in the rates proposed and adopted in July. Dana Tousley, Chief Financial Officer, reported that there would be no budgetary impact since the rate was not included in any of the revenue forecasts. The fee is an increase of the capital contribution required for new water service. It is a one-time charge to customers who are hooking into the water system for the first time. A public hearing for December 12� is recommended. Staff also requests that the Board consider approving the new rate at its regular meeting on December 1P, which coincides with the public hearing date. [This would allow the rate to take effect at least thirty days from the hearing date, which would be January 12`s.] The other rates previously approved by the Board in July will take effect on January 1, 2001. If the public hearing brings forth issues that need to be addressed, they can be discussed at that same meeting. General Manager Pandy stated that it is out of the ordinary for staff to ask the Board to adopt a rate on the same night as the public hearing. But in an effort to try to replace the previous schedule of the higher rates with the new Rate No. 3, the Board is being asked to consider both the hearing and the action on December IP. After lengthy discussion and questions concerning the basis for lowering the connection fees and whether the contractors and public officials would be satisfied with the modified fees, the Commissioners concurred with setting the public hearing date. Action: Carried unanimously. 92000-10-2 GRANTING OF EASEMENT-ALAIEDON TOWNSHIP RESOLVED, that the Board authorize the granting of an easement to Consumers Energy for underground electric facilities at a cost of$1.00, subject to the approval of City Council as required under Article 2, Section 5-203.3 of the Lansing City Charter. The easement is located on a portion of the west side of the Hulett Road Pump Station property in Alaiedon Township. This easement has been requested by Consumers Energy. Easement Description: The west 10 feet of Parcel A described below: Parcel A A PARCEL OF LAND IN THE NW 1/4 OF SECTION 5, T. 3 N., R. 1 W., ALAIEDON TOWNSHIP, INGHAM COUNTY, MICHIGAN, PARTICULARLY DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTH 1/4 CORNER OF 15:51 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 *86113 PAGE: 5/12 Board Minutes Page 111 October 24,2000 SECTION 5, T. 3 N., R. 1 W, ALAIEDON TOWNSHIP, NGHAM COUNTY, MICHIGAN (SAID 1/4 CORNER BEING RECORDED N L. 9, P. 452 OF NGHAM COUNTY LAND CORNER RECORDATION CERTIFICATES); THENCE ALONG THE 1/4 LINE S 00035'16" E 1309.17 FT.; THENCE S 88°19'51"W 551.90 FT. TO THE POINT OF BEGINNING OF THIS DESCRIPTION: THENCE CONTINUING S 88019'51"W 240.00 FT.; THENCE NORTHERLY (PARALLEL TO THE N-S 1/4 LINE OF SECTION 5)N 00°35'16"W 377.14 FT. TO THE NORTH LINE OF LAND OWNED BY THE "FORSBERG FAMILY L.L.C."AND KNOWN AS ALAIEDON TOWNSHIP TAX PARCEL NUMBER 06-05-100-047, SAID TOTAL TAX PARCEL CONTAINING 32.746 ACRES OF LAND, MORE OR LESS (ACCORDING TO TOWNSHIP RECORDS); THENCE ALONG THE NORTH LINE OF SAID TAX PARCEL S 89058'59" E 239.97 FT.; THENCE SOUTHERLY (PARALLEL TO THE N-S 1/4 LINE OF SECTION 5) S 00°35'16" E 370.08 FT. TO THE POINT OF BEGINNING OF THIS DESCRIPTION. THIS PARCEL IS SUBJECT TO THE RIGHTS OF THE NGHAM COUNTY DRAIN COMMISSION FOR THE "DNGMAN DRAIN", SAID RIGHTS GRANTED N A RELEASE OF RIGHT OF WAY RECORDED N L. 73, PP. 386-388, MISCELLANEOUS RECORDS OF NGHAM COUNTY, ALSO SUBJECT TO GAS LINE EASEMENT RIGHTS OF CONSUMER ENERGY COMPANY AS RETAINED N A"PARTIAL RELEASE OF EASEMENT"EXECUTED ON FEBRUARY 8, 1999 BY VINCENT D. EDWARDS (CONSUMERS ENERGY COMPANY GAS FIELD MANAGER), SAID GAS LINE EASEMENT ENCUMBERING THE WEST 10 FEET OF THE SUBJECT PROPERTY, AND SUBJECT TO ANY AND ALL OTHER EASEMENTS AND RESTRICTIONS OF RECORD. SAID PARCEL CONTAINS 89,650 SQ. FT. OR 2.0581 ACRES OF LAND, MORE OR LESS. -------------------- This easement will permit Consumers Energy to operate a north-south underground electric facility in a location west of the reservoir on the pump station property. This easement will encumber the same 10 feet presently encumbered by a gas main and gas main easement. The Board of Water and Light is not currently using nor has any foreseeable use of this portion of the Hulett Road Pump Station property for utility purpose. Moved by Commissioner Christian, seconded by Commissioner Aquilina, that the resolution be approved. Action: Carried unanimously. #2000-10-3 GRANTING OF EASEMENT—DELTA TOWNSHIP RESOLVED, that the Board authorize the granting of an easement to Consumers Energy for overhead electric facilities at a cost of$1.00, subject to the approval of City Council as required under Article 2, Section 5-203.3 of the Lansing City Charter. The easement area 15:52 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #86113 PAGE 6i12 Board Minutes Page 112 October 24,2000 is located on a portion of the most easterly end of the Erickson Station property. Consumers Energy has requested the new easement for relocated electric facilities. Easement Description: THE EASTERLY 145 FEET OF THAT PART OF A 30 FOOT WIDE STRIP OF LAND IN THE N.E. 1/4 OF SECTION 34, T. 4 N., R. 3 W., DELTA TOWNSHIP, EATON COUNTY, MICHIGAN, LYING NORTHWESTERLY OF AND ADJACENT TO THE NORTHWESTERLY LINE OF GRAND TRUNK WESTERN RAILROAD LAND AND WESTERLY OF CREYTS ROAD, AND ANY OTHERST LINE OF SECTION 34, LEASEM NTS JECT TO E RIGHTS OF THE PUBLIC IN AND RESTRICTIONS OF RECORD. ------------------- This easement will permit Consumers Energy to operate their north-south overhead electric facility in a location westerly of the widened Creyts Road now under construction by the Eaton County Road Commission. The Board of Water and Light is not currently using nor has any foreseeable use of this portion of the Erickson Station property for utility purpose. Moved by Commissioner Christian, seconded by Commissioner Callen, that the resolution be approved. Action: Carried unanimously. #2000-10-4 AUTHORITY TO INVEST OPERATING AND PENSION FUNDS RESOLVED, That Section r and Li01 on `Authority to ht policy manual be Investment Operating ogeadand as follows: Pension Funds" in the Board of Water g P The General Manager and/or one of the following designated representatives in the sequence listed below, shall be authorized to invest operating and pension funds in such securities as permitted by law and to purchase, sell, sign and endorse for transfer, certificates representing said securities and invested in the name of the Board of Water and Light(BWL): 1. Chief Financial Officer 2. Manager, Fina -4- akSeFviees GENERAL ACCOUNTING 3. Assistant General Manager The Revenue Bond Act of 1933 (PA 94 of 1933, MSA 5.2731), as amended,L� C) ,• �Ge ,o k, I Qu �92-6-A-and BWL Bond Resolution 89-10-3 govern and restrict the investment of BWL operating funds. PENSION FUNDS ARE GOVERNED BY THE - - on P.06 15:52 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #86113 PAGE 7i12 Page 113 Board Minutes October 24,2000 PUBLIC RETIREMENT SYSTEM INVESTMENT ACT(MCL 38.1132 ET. SEQ.), AS AMENDED. -------------------- This Resolution amends the policy adopted by the Board on January 25, 2000 (Res. 92000-1-3). Lansing Ordinances 18A, 18B and 26A are no longer in effect because the bonds are paid. Moved by Commissioner Christian, seconded by Commissioner Murray, that tie resolution be approved. ages Its own pension Discussion: Commissioner Duncan Chieftf the BWL Financial Officer Dana Tous ey manages fund. General Manager Pandy responded that the fund. The Board discussed outside fund management several years ago, and opted to leave investment arrangements unchanged. Action: Carried unanimously. 42000-10-5 BWL HOME OWNERSHIP PROGRAM FOR EMPLOYEES (BWbHOPE) WHEREAS, the Board of Water and Light desires to encourage employees to reside within the City of Lansing; and WHEREAS, the Board of Water and Light wishes to increase Lansing's neighborhood stability by increasing the number of owner-occupied homes in the City of Lansing; and WHEREAS, The Board of Water and Light desires to have employees located proximate to work sites within the city limits. NOW THEREFORE BE IT RESOLVED, that the BWL Home Ownership Program for Employees (BWL-HOPE) originally adopted by Resolution 97-4-3 be revised to allow employees to own and occupy homes throughout the City of Lansing, but excluding areas covered by Act 425. BE IT FURTHER RESOLVED, that the General etager, Corporate Secretary to and Director of Human Resources are authorized to execute those documents necessary implement the BWIrHOPEa or full time BWL employees,Memorandum of Understanding for tEmploye E the mployees in bargaining including but not limited to units. ually for each BE IT FURTHER RESOLVED, that 00 be budgeted the BWL reserves the right to unilaterally terminatescal year effective with fiscal year 2000 20O1 but that terminate BWIrHOPE during any fiscal year. nr_ I.If1TC[? 2. 1 7 ri 96% P.O? 15:53 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #86113 PAGE e.,,12 Board Minutes Page 114 October 24,2000 BE IT FURTHER RESOLVED, that BWL-HOPE provide forgivable or ter fiscal n payment loan of$5,000 per eligible employee for up to six(6) employeesP r, and that such funds will be issued on a first-come/first-serve basis. Moved by Commissioner Murray, seconded by Commissioner O'Leary, that the resolution be approved. ted Discussion: General Manager Pandy reportedthat the BWL's designated as economically ally depressedus ncthe ownership to houses located within four im that only a handful of employees participated in the City of Lansing. Mr. Pandy reported tence. After discussion with the City and others who have a program in its three-year exis that the Lansing home ownership incentive program similar program, staff has concludedvailable through the should cover the entire city. Mr. Pandy loW�that rat s for ans are remodeling homes located in Initiatives Support Corporate (LISC) the four areas designated as economically depressed. Under the revised BWL-Home Ownership Program, full-tune employees can receive forgivable $5,000 loans to purchase of Lansing. Each year the employee remains in the house and a house within the Citye lo is forgiven. In essence, the stays employed at the BWL, 20% of wee lea s l short of five years, the loanis payable forgiven after five years. If the employee back to the BWL. Commissioners Creamer and Callen spoke to the benefits of having such a program in the City of Lansing. Commissioner Murray said that he intends to support management's recommendation by virtue of the small dollar amount requested and the fact that the home ownership program is a worthy endeavor.small pever, he stated his rograms u�a variety olni f area in anon $WL empt should not be in the business of running P to address larger community issues. He would prefer to see management focus on the L rather than creating the burden for a department to keep track of core business of the BW these kinds of small programs. �Heci n eq ty paymenttotthe City as more appropriate United Way and the concept of turn kinds of activities. General Manager Pandy responded that the BWL Home Ownership Program was initiated in response to Mayor Hollister's call to the community for partnership with the City. Action: Carried unanimously. UNFINISHED BUSINESS None. NEW BUSINESS None. ----- nr i.If1TCl7 2. 1 Tr, 96% P.09 6113 PH��: yilc 15:54 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 p#8#8 115 age Board Minutes October 24,2000 RESOLUTIONS None. GENERAL MANAGER'S REMARKS Update on Pending Union Election: General Manager andy handed d to outta on the f the 10"' edition of"Know Your Rights, an information upcoming union election. Mr. Pandy reportanelection date that the for ion _for BWL clerical g held Oand technical 2000, was adjourned without a decision or employees. He noted that management renewed eturn offer ff eparate cle the rical and techniccal n on a compromise that would lead to an early election date. In employee elections, management offered to waive its right toaining unllsst that unionerejected the circulated and signed in each has beenres rescheduled roposed go November 7. offer; consequently theg OPEIU Attempt to Represent Supervisors and Professional Employees. General from Thomas Manager Pandy handed o ut a copy of a letter received on October 24, 2000, ees international Union, Local 512, James Katona of he Office and Professional Employ which advises that OPEN intends to file a petiti r a representation election for the supervisors and professional employees of the BWL New Electrical Contracting Venture Explored. John R. Howell of Dimondale, Michigan, owner of an electrical contracting and agricultural business, has offered to sell his business to the BWL because of the utility's local has a relationship with the State resence and reputation as a quality of service provider. The electrical contracting company Michigan and other large customers, and its cork signals. MranPandy reported on thly focused on State e such such as lighting freeways, airports, and traffic company's contracts, the value of the business, and how the company would be integrated into the BWL operations. Following lengthy discussion on the potential acThesition, it was the consensus of the Commissioners quest oned he success Board to pass on this new venture at thison a statewide of integrating the workforce into the organization. Then BWL workers, particularly in business was also a concern because it may be stretching light of the breadth of additional projects contemplated in the local area. Needs. General Manger Pandy reported on the status of a MSU Explores Power Supply University seeking request for qualifications received infrdevelopment m fn State and instaation of a merchant qualifications of firms interest Independent Power Plant to cogenerate steam and e l heat and powecity. He aanr. He out a cod the cep al outline of MSU's request for proposal for combinedhe s being explored U. Mr. Pandy stated that f extent of the project and he option develo S pr proposal that makes economic BWL is willing to partner with several bidders P sense for MSU and the BWL. Questions to be explored include finding a substation site P.09 _ . onnon nF WATER & LIG 96% 15:55 OCT 26, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 3"(1-bcr�� Board Minutes October 24,2000 Page 116 the appropriate economic scale for generation capacity, the ability for 138 Kv substation,stem sand other related issues. to interconnect steam sy substation yard structures for the otors Platinum Plant Update. General Manager Pandy reported on bid General M a very tight results for site work and foundation cots Bids came in favorable, considering General Motors (GM)Platinum project. labor market and a strong economy. REMARKS BY COMMISSIONERS Commissioner Callen inquired about the General Motors steam line repair costs. Com ro ect timManager Pandy responded that the repair eotorsaand the BWL met to discuss legal General g came in at approximately$3.5 million. General M remedies and costs associated with the steam line repair. s Gates' letter, dated Commissioner Murray asked for comments in response to Curti October 3, 2000, and sent to the Commissioners relative to Gabriel Hall and Associates having unfair labor practices. me Larry Wilhite responded that the document ocany gtouiMr. Gates'id not mean Staff Atto y was a non-admission settlement record(no one is a m g bout Mr. Hall. A letter " al Labor Relations Board ruled upon an unfair labor aractice. Mr. Wilhite the Nation stated that the document contains some it c the urate info pained m the document who was received from the operating he acted completely within indicated that Mr. Hall was never fired and that to his opinion, the law. commented that he has re that observed r ed tha that limit be applied to Commisse thre&mnule ioner O'Leary implemented. g limit for public comments is not being P with the order of business. maintain a good flow P.10 ,�•�n BOARD OF WATER & LIG 96% 15:55 OCT 267 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 9Ftfb110 page117 Board Minutes October 24,2000 NEW BUSINESS None. EXCUSED ABSENCES On motion by Commissioner Christian, seconded by Commissioner Callen, that the absence of Commissioner Royal be excused. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF WATER AND LG HT WELCOMEPU"BLIC TO SPEAK TO THE BOARD ON ANY BOARD SUBJECT. importance of two employee classification BWL employee, Joseph Davis, asked about theat two ears ago the BWL redesigned its groups (clerical and technical). He stated,"create synergy,g empower employees, and processes with a focus to eliminate` silos, ete in the marketplace and streamline the structure of the organization to better comp of employees become the Only utility that customer s Vitro abutlegal ramifications that a have delayed the are requesting a voice on union representation, ts goals. election process. He added that it is not his interest too dries and accomplishing nn gPersonal, but to move forward with the business of performing J of interest'' it should be By eliminating the legal aspects of the grievance on"community feasible for management and the union to decide when the vote should be held. t Business Manager of IBEW, Local 352, presented his pouf BWL employee, Curt Gates, ees in clerical and technical of view on the recent hearing held to decide whether employu- i a single unit. job classifications should vote in separate elections or two oPtron°g One was to split the He stated that he was approached by management w e. Or by not accepting thus option, two groups, which would lead to an early there earn The union opted to stay the course. Mr. the election process could go on for an y loyaltythat was once Gates stated that he is worried the employees gamz lee haveethe best ints not have erest of the City of Lansing enjoyed. He commented that theP Y and want to see the BWL remain one of the best companies in the area. ADJOURNMENT On motion by Commissioner Murray, seconded by Commissioner Callen, the meeting adjourned by unanimous consent at 6:40 p.m. Is/Mary E. Sova, Secretary Filed October 26, 2000 Marilynn Slade,City Clerk P.11 nnnpn OF WATER & LIG 96% ID: BOARD OF WRTER & LIG TEL NO: (517) 371-bCUO Board Minutes 15:56 OCT 26, 2000 October 24,2000 Page 118 Attachment to Resolution#2000-10-1 Proposed Rate Schedule WATER SYSTEM CONNECTION FEES RATE NO. 3 schedule of fees shall apply to all new water S stem Connection Fees-The following 1 to active services that are service connections made to the mains. This fee shall not apply being replaced. Service Connection to 11� 1/_ 1� 1/ Main $1,000 $1,,081 $2,194 000 $1,000 1" $2 or smaller $1,966 $3,900 11/2" $3,495 $3,700 $4,388 2" $3,932 $4,163 311 $6,990 $7,400 $7,800 411 $16,650 $17,550 6 $15,728 $31,200 $27,961 $29,600 g" and over Bills shall be increased within the limits of any gove�cntal authority Tam anent B other r its operation, or the production and/or sale of or political subdivision which levies taxes, license fees, franchise fees, or compelled charges against the Boards propel', revent other customers from being P water, to offset any such cost and thereby p to share such local increases. delayed payment charge of 5% of the unpaid balance, Delayed Patent Chaff A es shall be added to any bill that is not paid on or before excluding delayed payment charges, the due date. and e ations - Service under this rate is subject to the Board herein by this Light Rules and Regulations for Water Rules and R11 Service, which is incorporated reference. Effective: January 12, 2001 Adopted: "Proposed" P.12 __ •-,� BOARD OF WATER & L I G 96% Page 98 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT Tuesday, September 26, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Charles M. Creamer, Nancy W. Duncan, David O'Leary, and Diane R. Royal. Absent: Commissioners Ernest J. Christian and Mark A. Murray. The Secretary declared a quorum present. All said the Pledge of Allegiance. r— , Co APPROVAL OF MINUTES c a Motion was made by Commissioner O'Leary, seconded by Commissioner Callen; to approve the minutes of regular session held August 22, 2000 and closed sessiorl,.11eld September 12, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Paul Hufnagel, 2545 Oxford, Lansing, addressed the Board as president of the Greater Lansing Labor Council. He expressed the Council's concern about the BWL's recent hiring of a labor consultant to discourage the employee organizing effort. Mr. Hufnagel spoke about the long history of labor unions and their importance in the community. He cited examples of projects completed in record time by union labor and the cooperation between contractors, the City and the building trades. He expressed concern that the democratic process would not take place. He asked the Board to reconsider its decision to utilize a consultant, and provide the employees an opportunity to run an election without interference by an outside consultant. Board Minutes Page 99 September 26,2000 BWL employee Curt Gates, Business Manager of IBEW Local 352, spoke about the latest effort by the labor consultant and some BWL senior management. He reported that the vote scheduled for September 22nd was cancelled due to the labor consultant contesting the "community of interest" issue between the clerical and technical groups. He stated that lack of trust was an issue raised by employees through the last employees' survey and that hiring a consultant to discourage unionization efforts has disturbed an already frustrated group. He emphasized that employees are the issue; they make the BWL work. BWL employee Richard Taylor stated that since he has been employed with the BWL in 1981, the clerical and technical employees were classified as one group. He indicated that the effort to unionize started as the result of the compensation study. He reported on his recent experience with his annual performance evaluation and expressed his opinion that the new performance appraisal system is unrealistic in terms of how employees will be rated. COMMUNICATIONS No communications. REPORTS OF COMMITTEES #2000-9-1 COMMITTEE OF THE WHOLE REPORT Present were Commissioners Aquilina, Christian, Creamer, Murray, O'Leary and Royal. Absent were Commissioners Callen and Duncan. The Committee of the Whole met on September 12, 2000, to receive an update on the following activities: 1. Repairs to the Steam Main Serving General Motors. General Manager Pandy reported on restoration work completed to date on the 20-inch steam line serving General Motors that ruptured on June 27. The line was restored with full service on September 7. Remaining work is targeted for completion by September 30. Current expenditures to date are approximately $2.2 million. Final costs are projected to be approximately $3.0 million as compared to the original budget amount of$4.1 million. 2. Corporate and Process Measurement. General Manager Pandy reported on corporate and process performance measures for fiscal year 2000-01, in which employees are eligible to receive bonuses based on various measures concerning financial, customer, internal business processes and employee learning and development. The measures are linked to corporate measures and the business plan. The implementation schedule for the new compensation system, variable pay Page 100 Board Minutes September 26,2000 plan and balanced scorecard was reviewed. Discussion centered on the importance of defining the key priorities and appropriate weighting for the measures. Mr. Pandy reported that some of the measures are being revised to better align them with BWL goals. 3. Ottawa Station Matters. The Committee of the Whole resolved in closed session (6:23 p.m.) to meet with the Staff Attorney regarding strategy in connection with pending litigation related to the Ottawa Street Station. The meeting of the Committee of the Whole was then opened to the public (7:10 p.m.). General Manager Pandy then briefed on the status of negotiations with a prospective telecommunications vendor to develop the Ottawa Street Station. Mr. Pandy outlined the scope of the project and the terms and conditions of the proposed joint pre-development agreement. A joint meeting amongst parties involved to discuss issues pertinent to the project was held with the Mayor and his staff on September 12. The City is evaluating the merits of the project for feedback to the Board of Water and Light by the next regular Board meeting on September 26. Submitted by, Ronald C. Callen, Chair Pro Tern COMMITTEE OF THE WHOLE Moved by Commissioner O'Leary, seconded by Commissioner Duncan, that the Committee of the Whole Report be received and placed on file. Action: Carried unanimously. At the September 12th Committee of the Whole meeting, the Commissioners agreed to review the pre-development agreement prior to the regular Board meeting before authorizing the General Manager to enter into the joint pre-development agreement with the prospective telecommunications tenant to develop the Ottawa Street Station. General Manager Pandy reported that the potential vendor has executed the Joint Pre- Development Agreement. He handed out a copy of the agreement, noting that some minor changes had been made to the document as compared to an earlier version provided to the Commissioners. Mr. Pandy reported that he received positive feedback on September 25th from the Mayor and his staff to continue to investigate the feasibility of development of a major portion of the Ottawa Street Station. He handed out an article entitled, "Telecom Hotels Come on Line," which appeared in the September 11, 2000, issue of Engineering News Record (ENR). Mr. Pandy noted that this development use is occurring all over the United States and that it is not unique to Lansing. Motion: Following a question and answer period, motion was made by Commissioner O'Leary, seconded by Commissioner Creamer, to authorize the General Manager to enter into a pre-development agreement for the Ottawa Street Station. Board Minutes Page 101 September 26,2000 Discussion: This authorization allows the BWL to proceed with the due diligence review to investigate financial capability, terms and conditions of utility services, and various requirements. The Board will be updated on the progress of the investigative process, anticipated to take from 30 to 45 days. Action: Carried unanimously. PERSONNEL CONMTTEE REPORT Present: Commissioners Callen, Duncan, O'Leary and Royal. Absent: Commissioner Aquilina The Personnel Committee met on September 22, 2000, to review the results of performance appraisals conducted for the three Board-appointed positions. Performance appraisals and salary increases for the three positions reporting to the Board are administered according to the Board of Water and Light wage and salary plan for non- bargaining administrative employees. Human Resources Director Linda Gardner presented the results of performance ratings completed by the Commissioners for each of the three Board-appointed positions. Following review and discussion, the following resolutions were proposed for Board consideration: #2000-9-2 Resolution of Personnel Committee to Remove from the Table the Resolution to Appoint Charter Staff Positions WHEREAS, At the regular meeting of July 25, 2000, it was the consensus of the Board to table the Resolution regarding the reappointment of the three charter staff positions pending completion of their performance evaluations. WHEREAS, The Personnel Committee conducted a review of performance appraisal results on September 22, 2000, be it RESOLVED, The Personnel Committee hereby recommends that the resolution regarding the appointment of the charter staff positions be taken from the table for Board consideration. Page 102 Board Minutes September 26,2000 #2000-9-3 Resolution to Reappoint Charter Staff Positions WHEREAS, The Board's Rules of Administrative Procedures specify that the Board is to appoint a Director, Corporate Secretary and Internal Auditor, respectively, at the first regular meeting in July of each year, be it RESOLVED, That the Board cast a unanimous vote for the reappointment of the following staff positions for Fiscal Year 2000-01, or, until a successor is appointed, whichever last occurs: Director and General Manager - Joseph Pandy, Jr. Director of Metrics and Audits - Kellie L. Willson Corporate Secretary - Mary E. Sova #2000-9-4 Resolution to Authorize Compensation Increases for Director and General Manager, Director of Metrics and Audits, and Corporate Secretary for Fiscal Year 2000-01 RESOLVED, That Director and General Manager Joseph Pandy, Jr., Director of Metrics and Audits Kellie Willson, and Corporate Secretary Mary Sova are hereby eligible to receive salary increases effective as of July 1, 2000, RESOLVED FURTHER, That increases in the range of 3.0% to 4.0% for the three positions reporting to the Board, based on their performance ratings, are hereby confirmed as reviewed by the Personnel Committee on September 22, 2000, and filed with Human Resources. Motion by Commissioner O'Leary, seconded by Commissioner Creamer, that the Personnel Committee Report be received. Action: Adopted unanimously, Motion by Commissioner Duncan, seconded by Commissioner Callen, that the resolution to remove from the table the previous resolution to appoint the charter staff positions (# 2000-9-2) be approved. Action: Adopted unanimously. Motion by Commissioner Callen, seconded by Commissioner O'Leary, that the resolution to reappoint the charter staff positions (#2000-9-3) be approved. Board Minutes Page 103 September 26,2000 Action: Adopted unanimously. Motion by Commissioner O'Leary, seconded by Commissioner Callen, that the resolution authorizing compensation increases for the Director and General Manager, Director of Metrics and Audits, and Corporate Secretary (#2000-9-4) be approved. Action: Adopted unanimously. GENERAL MANAGER'S RECOMMENDATIONS Background materials on iten7s presented are on file in the Office of the Corporate Secreta7 y. #2000-9 -5 MODIFY CAPITAL BUDGET RESOLVED, That the Board of Water and Light capital budget for fiscal year 2001 be modified to include the cost of providing steam service to General Motors at its Lansing Grand River Assembly Plant. In addition, the electric and water costs to serve Lansing Grand River Assembly Plant will be modified to reflect the current division of expenditures between electric, water and steam for FY 2001. Current Modified FY 2001 FY 2001 Pro ect Project# Expenditure Expenditures GM Grand River Assembly Steam Reinforcement/Service New $0 $800,000 GM Grand River Assembly Electric Reinforcement/Service 00-117 $1,593,000 $1,369,000 GM Grand River Assembly Water Reinforcement/Service 00-126 $912,000 $1,004,000 Total $2,505,000 $3,173,000 Moved by Commissioner Callen, seconded by Commissioner O'Leary, that the resolution be approved. Discussion: General Manager Pandy reported that the resolution proposes the modification of the capital budget to include the steam reinforcement and relocation of the steam service. This was a part of the original $7.6 million estimate to serve General Motors (GM), based on a financial analysis done in October of 1998 (a copy of the analysis was handed out). Also handed out were copies of the BWL's obligation and estimated cost for this project and the most current summary of electrical load changes for the GM's Lansing Grand River Assembly Plant. Mr. Pandy indicated that even by GM's own Page 104 Board Minutes September 26,2000 estimates, the electrical load has grown by approximately one third. Since April,1999, the load was roughly 100 percent higher than the BWL had anticipated in its conservative financial projections. Mr. Pandy reported on projected loads for GM's Mid-Michigan Plant in Delta Township. Based on projections, the BWL's investment for these projects should generate more revenue resulting in a positive return earlier than the year 2004. In response to Commissioner Callen's question relative to anticipated costs due to increased projected demand, General Manager Pandy said that installation costs for additional substations to serve GM's Grand River Plant will be funded by the central utilities complex development. He noted, however, that the BWL is evaluating future needs for another circuit from Eckert Station, which is not included in this year's capital budget. Action: Carried unanimously. UNFINISHED BUSINESS None NEW BUSINESS There being no objections, the order of business was slightly modified to hear the General Manager's remarks before discussing plans for the upcoming Board Retreat. RESOLUTIONS None. GENERAL MANAGER'S REMARKS Response to Public Comments Relative to the Union Election. General Manager Pandy responded to public comments regarding the union election issue. He acknowledged that there is a question with regard to what constitutes a"community of interest" between groups of employees. This issue relates to questions raised by some employees on whether technical and clerical employees should be represented within the same bargaining unit. Mr. Pandy reported that there was a flaw in the Michigan Employment Relations Commission (MERC) notice, which did not provide a standard ten- day notice of the election date. The manner in which MERC sent the notices to the union and to the BWL was a technical flaw that caused a delay in the election date of September 22, 2000. The purpose of ten-day notice is to allow all eligible employees an opportunity to arrange their schedules to participate in the election. Board Minutes Page 105 September 26,2000 Financial Statistics and Trends. General Manager Pandy handed out copies of a financial report titled, "Selected Historical Financial Statistics and Trends for Fiscal Year ended June 30, 2000," prepared by Chief Financial Officer Dana Tousley. This information will be discussed in more detail during the upcoming Board retreat. An analysis that looks at ratios and other financial indicators is being prepared by Director of Metrics and Audits Kellie Willson and will be available shortly. REMARKS BY COMMISSIONERS Commissioner Creamer asked for a clarification on the role of the consultant engaged to advise management on the pre-election campaign; namely, Gabriel Hall and Associates. General Manager Pandy responded that Gabriel Hall is a labor relations professional who was retained by the BWL during the 1988 unionization effort. His purpose is to guide management with respect to conducting an informational campaign and the avoidance of unfair labor practices under the Public Employee Relations Act. Mr. Hall has expertise on how the Michigan Employment Relations Commission (MERC) is to conduct its affairs and what its rules are. Mr. Hall has conducted interviews with managers in an effort determine the major employee issues. Mr. Pandy and Staff Attorney Wilhite noted that it is not the role of the consultant to contact the clerical or technical employees who are eligible to vote in the election. The consultant's contact with union officials is limited and is normally in front of a MERC official. Commissioner Duncan asked about the expectation of when MERC might reschedule the election. Staff Attorney Wilhite responded that a notice was received from MERC advising that an administrative hearing on the issue of"community of interest" is set for October 6 h. The election will be set by MERC some time after the hearing. Commissioner Duncan asked for an explanation of the BWL's potential sale of 800 MHZ radio frequencies, as reported to the Board in the meeting packet. General Manager Pandy responded that in the 1980's, the BWL applied for and was successful in receiving a Federal Communications Commission (FCC) license for radio frequencies in the 800 MHZ band used by the BWL for its radio communications system, which includes an interconnect to telephone capabilities. Mainly the BWL utilizes those frequencies for its own communications; i.e., electrical and water operations and emergency situations. The BWL has provided frequency access to other City of Lansing departments such as Public Service, Forestry, and Parks and Recreation who pay the BWL for the service. Nextel Communications acquired those frequencies, which the BWL has had and operates under its license, in an FCC auction process. Staff Attorney Wilhite reported that the FCC auctioned off and awarded the BWL bandwidth to Nextel who was the high bidder. The FCC stipulated that the BWL and Page 106 Board Minutes September 26,2000 Nextel had to enter into a one-year period of voluntary negotiation to be followed by a mandatory negotiations process. At the end, both parties must reach an agreement. The voluntary negotiation period will end in approximately February 2001. Commissioner Callen inquired about No, compliance costs reported in the Board meeting packet. General Manager Pandy reported that depending on compliance options, estimates range from as low as $9 million to as high as $250 million. A study is currently underway on No,, compliance strategies targeted for completion in the fall. NEW BUSYNESS The Commissioners engaged in lengthy discussion on topics for the Board retreat and reached consensus on critical issues that should be discussed. The Board retreat will be held on Saturday, November 18`h, 8 a.m. to 12 Noon. Topics identified for the retreat were listed in the order of priority. 1. The Role of the Board 2. Strategic Business Plan 3. Human Resource Management 4. The General Health of the BWL 5. Competition/Competitive Strategies 6. Major Projects - Capital and Construction Plans 7. Annual Budget The Commissioners agreed that the agenda should be narrowed to two broad topics; the role of the Board and return on equity. The Chair will finalize the agenda and will discuss staff support with the General Manager. There was consensus that a second retreat should be scheduled in the near future to continue discussions on the remaining topics. EXCUSED ABSENCES On motion by Commissioner O'Leary, seconded by Commissioner Duncan, that the absences of Commissioners Christian and Murray be excused. Carried unanimously. Board Minutes Page 107 September 26,2000 PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. BWL employee, Joseph Davis, commended the Commissioners on topics chosen for their retreat. He emphasized the importance of addressing human resource management, particularly employee issues related to training and staffing and the BWL's strategic plan. He stated that it is his hope the BWL will still be part of the community in ten or twenty years from now and that he would continue to be one of its employees. ADJOURNMENT On motion by Commissioner Duncan, seconded by Commissioner Creamer, the meeting adjourned by unanimous consent at 6:55 p.m. Is/Mary E. Sova, Secretary Filed September 28, 2000 Marilynn Slade, City Clerk SEP-26-2000 14:45 BD OF WRTER LIGHT 1 517 Z71 6655 P.02i11 Page 98 MINUTES OF THE BOARD OF COMIVHSSIONERS' MEETING. _ LANSING BOARD OF WATER AND LIGHT Tuesday, September 26, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive,Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Rosemarie E. Aquilina,Ronald C. Callen, Charles M. Creamer, Nancy W.Duncan, David O'Leary, and Diane R. Royal. Absent: Commissioners Ernest J. Christian and Mark A. Murray. The Secretary declared a quorum present. All said the Pledge of Allegiance. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Callen, to approve the minutes of regular session held August 22, 2000 and closed session held September 12, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PU13LIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Paul Hufnagel, 2545 Oxford, Lansing, addressed the Board as president of the Greater Lansing Labor Council. He expressed the Council's concern about the BWL's recent hiring of a labor consultant to discourage the employee organizing effort. Mr. Hufiiagel spoke about the long history of labor unions and their importance in the community. He cited examples of projects completed in record time by union labor and the cooperation between contractors, the City and the building trades. He expressed concern that the democratic process would not take place. He asked the Board to reconsider its decision to utilize a consultant, and provide the employees an opportunity to run an election without interference by an outside consultant. SEP-28-2000 14:46 BD OF WRTER LIGHT 1 517 371 6855 P.03/11 Board Minutes Page 99 September 26,2000 BWL employee Curt Gates, Business Manager of IBEW Local 352, spoke about the latest effort by the labor consultant and some BWL senior management. He reported that the vote scheduled for September 22°d was cancelled due to the labor consultant contesting the "community of interest" issue between the clerical and technical groups. He stated that lack of trust was an issue raised by employees through the last employees' survey and that hiring a consultant to discourage unionization efforts has disturbed an already frustrated group. He emphasized that employees are the issue; they make the BWL work. BWL employee Richard Taylor stated that since he has been employed with the BWL in 1981, the clerical and technical employees were classified as one group. He indicated that the effort to unionize started as the result of the compensation study. He reported on his recent experience with his annual performance evaluation and expressed his opinion that the new performance appraisal system is unrealistic in terms of how employees will be rated. COMMUNICATIONS No communications. REPORTS OF COMMITTEES #2000-9-1 COMMITTEE OF THE WHOLE REPORT Present were Commissioners Aquilina, Christian, Creamer, Murray, O'Leary and Royal. Absent were Commissioners Callen and Duncan. The Committee of the Whole met on September 12, 2000, to receive an update on the following activities: 1. Repairs to the Steam Main Serving General Motors. General Manager Pandy reported on restoration work completed to date on the 20-inch steam line serving General Motors that ruptured on June 27. The line was restored with full service on September 7. Remaining work is targeted for completion by September 30. Current expenditures to date are approximately$2.2 million. Final costs are projected to be approximately$3.0 million as compared to the original budget amount of$4.1 million. 2. Corporate and Process Measurement. General Manager Pandy reported on corporate and process performance measures for fiscal year 2000-01, in which employees are eligible to receive bonuses based on various measures concerning financial, customer, internal business processes and employee learning and development. The measures are linked to corporate measures and the business plan. The implementation schedule for the new compensation system, variable SEP-2B-2000 14:46 BD OF WRTER LIGHT 1 517 371 6655 P.04i11 Page 100 Board Minutes September 26,2000 pay plan and balanced scorecard was reviewed. Discussion centered on the importance of defining the key priorities and appropriate weighting for the measures. Mr. Pandy reported that some of the measures are being revised to better align them with BWL goals. 3. Ottawa Station Matters. The Committee of the Whole resolved in closed session (6:23 p.m.) to meet with the Staff Attorney regarding strategy in connection with pending litigation related to the Ottawa Street Station. The meeting of the Committee of the Whole was then opened to the public (7:10 p.m.). General Manager Pandy then briefed on the status of negotiations with a prospective telecommunications vendor to develop the Ottawa Street Station. Mr. Pandy outlined the scope of the project and the terms and conditions of the proposed joint pre-development agreement. A joint meeting amongst parties involved to discuss issues pertinent to the project was held with the Mayor and his staff on September 12. The City is evaluating the merits of the project for feedback to the Board of Water and Light by the next regular Board meeting on September 26. Submitted by, Ronald C. Callen, Chair Pro Tern COMMITTEE OF THE WHOLE Moved by Commissioner O'Leary, seconded by Commissioner Duncan, that the Committee of the Whole Report be received and placed on file. Action: Carried unanimously. At the September 12'Committee of the Whole meeting, the Commissioners agreed to review the pre-development agreement prior to the regular Board meeting before authorizing the General Manager to enter into the joint pre-development agreement with the prospective telecommunications tenant to develop the Ottawa Street Station. General Manager Pandy reported that the potential vendor has executed the Joint Pre- Development Agreement. He handed out a copy of the agreement, noting that some minor changes had been made to the document as compared to an earlier version provided to the Commissioners. Mr.Pandy reported that he received positive feedback on September 25`h from the Mayor and his staff to continue to investigate the feasibility of development of a major portion of the Ottawa Street Station. He handed out an article entitled, "Telecom Hotels Come on Line,"which appeared in the September 11, 2000, issue of Engineering News Record(ENR). Mr. Pandy noted that this development use is occurring all over the United States and that it is not unique to Lansing. Motion: Following a question and answer period, motion was made by Commissioner O'Leary, seconded by Commissioner Creamer, to authorize the General Manager to enter into a pre-development agreement for the Ottawa Street Station. SEP-2B-2000 14:46 BD OF WRTER LIGHT 1 517 371 6B55 P.05/11 Pagc 101 Board Minutes Scptcmbcr 26,2000 Discussion: This authorization allows the BWL to proceed with the due diligence review to investigate financial capability,terms and conditions of utility services, and various requirements. The Board will be updated on the progress of the investigative process, anticipated to take from 30 to 45 days. Action: Carried unanimously. PERSONNEL COMMITTEE REPORT Present: Commissioners Callen, Duncan, O'Leary and Royal. Absent: Commissioner Aquilina The Personnel Committee met on September 22, 2000, to review the results of performance appraisals conducted for the three Board-appointed positions. Performance appraisals and salary increases for the three positions reporting to the Board are administered according to the Board of Water and Light wage and salary plan for non- bargaining administrative employees. Duman Resources Director Linda Gardner presented the results of performance ratings completed by the Commissioners for each of the three Board-appointed positions. Following review and discussion, the following resolutions were proposed for Board consideration: #2000-9-2 Resolution of Personnel Committee to Remove from the Table the Resolution to Appoint Charter Staff Positions WHEREAS, At the regular meeting of July 25, 2000, it was the consensus of the Board to table the Resolution regarding the reappointment of the three charter staff positions pending completion of their performance evaluations. WHEREAS, The Personnel Committee conducted a review of performance appraisal results on September 22, 2000, be it RESOLVED, The Personnel Committee hereby recommends that the resolution regarding the appointment of the charter staff positions be taken from the table for Board consideration. SEP-28-2000 14:47 BD OF WRTER LIGHT 1 517 371 6855 P.06/11 Page 102 Board Minutes Scptcmbcr 26,2000 #2000-9-3 Resolution to Reappoint Charter Staff Positions WHEREAS, The Board's Rules of Administrative Procedures specify that the Board is to appoint a Director, Corporate Secretary and Internal Auditor, respectively, at the first regular meeting in July of each year,be it RESOLVED, That the Board cast a unanimous vote for the reappointment of the following staff positions for Fiscal Year 2000-01, or, until a successor is appointed, whichever last occurs: Director and General Manager - Joseph Pandy, Jr. Director of Metrics and Audits - Kellie L. Willson Corporate Secretary - Mary E. Sova #2000-9-4 Resolution to Authorize Compensation Increases for Director and General Manager,Director of Metrics and Audits, and Corporate Secretary for Fiscal Year 2000-01 RESOLVED, That Director and General Manager Joseph Pandy, Jr., Director of Metrics and Audits Kellie Willson, and Corporate Secretary Mary Sova are hereby eligible to receive salary increases effective as of July 1, 2000. RESOLVED FURTHER, That increases in the range of 3.0% to 4.0% for the three positions reporting to the Board,based on their performance ratings, are hereby confirmed as reviewed by the Personnel Committee on September 22, 2000, and filed with Human Resources. Motion by Commissioner O'Leary, seconded by Commissioner Creamer, that the Personnel Committee Report be received. Action: Adopted unanimously. Motion by Commissioner Duncan, seconded by Commissioner Callen, that the resolution to remove from the table the previous resolution to appoint the charter staff positions (#2000-9-2)be approved. Action: Adopted unanimously. Motion by Commissioner Callen, seconded by Commissioner O'Leary, that the resolution to reappoint the charter staff positions (#2000-9-3)be approved. SEP-26-2000 14:47 BD OF WRTER LIGHT 1 517 371 6655 P.07i11 Pagc 103 Board Minutes September 26,2000 Action: Adopted unanimously. Motion by Commissioner O'Leary, seconded by Commissioner Callen, that the resolution authorizing compensation increases for the Director and General Manager, Director of Metrics and Audits, and Corporate Secretary (42000-9-4) be approved. Action: Adopted unanimously. GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-9 -5 MODIFY CAPITAL BUDGET RESOLVED,That the Board of Water and Light capital budget for fiscal year 2001 be modified to include the cost of providing steam service to General Motors at its Lansing Grand River Assembly Plant. In addition, the electric and water costs to serve Lansing Grand River Assembly Plant will be modified to reflect the current division of expenditures between electric, water and steam for FY 2001, Current Modified FY 2001 FY 2001 Project Project# Expenditure Expenditures GM Grand River Assembly Steam ReinfoIcement/Service New $0 $800,000 GM Grand River Assembly Electric Reinforcement/Service 00-117 $1,593,000 $1,369,000 GM Grand River Assembly Water Reinforcement/Service 00-126 $912.000 $1,004,000 Total $2,505,000 $3,173,000 Moved by Commissioner Callen, seconded by Commissioner O'Leary, that the resolution be approved. Discussion: General Manager Pandy reported that the resolution proposes the modification of the capital budget to include the steam reinforcement and relocation of the steam service. This was a part of the original$7.6 million estimate to serve General Motors (GM), based on a financial analysis done in October of 1998 (a copy of the analysis was handed out). Also handed out were copies of the BWL's obligation and estimated cost for this project and the most current summary of electrical load changes for the GM's Lansing Grand River Assembly Plant. Mr. Pandy indicated that even by GM's own estimates,the electrical load has grown by approximately one third. Since April,1999, SEP-2B-2000 14:47 BD OF WRTER LIGHT 1 517 371 6B55 P.OBi11 Board Minutcs Page 104 September 26,2000 the load was roughly 100 percent higher than the BWL had anticipated in its conservative financial projections. Mr. Pandy reported on projected loads for GM's Mid-Michigan Plant in Delta Township. Based on projections, the BWL's investment for these projects should generate more revenue resulting in a positive return earlier than the year 2004. In response to Commissioner Callen's question relative to anticipated costs due to increased projected demand, e General Manager Pandy said that installation costs for sery GM's additional substations to Grand River Plant will be funded by the central utilities complex development. He noted,however, that the BWL is evaluating future needs for another circuit from Eckert Station, which is not included in this year's capital budget. Action: Carried unanimously. UNFINISHED BUSYNESS None NEW BUSINESS There being no objections, the order of business was slightly modified to hear the General Manager's remarks before discussing plans for the upcoming Board Retreat. RESOLUTIONS None. GENERAL MANAGER'S REMARKS Response to Public Comments Relative to the Union Election. General Manager Pandy responded to public comments regarding the union election issue. He acknowledged that there is a question with regard to what constitutes a"community of interest"between groups of employees. This issue relates to questions raised by some employees on whether technical and clerical employees should be represented within the same bargaining unit. Mr. Pandy reported that there was a flaw in the Michigan Employment Relations Commission(MERC)notice, which did not provide a standard ten-day notice of the election date. The manner in which MERC sent the notices to the union and to the BWL was a technical flaw that caused a delay in the election date of September 22, 2000. The purpose of ten-day notice is to allow all eligible employees an opportunity to arrange their schedules to participate in the election. SEP-2B-2000 14:49 BD OF WRTER LIGHT 1 517 371 6B55 P.09/11 Page105 Board Minutes September 26,2000 Financial Statistics and Trends. General Manager Pandy handed out copies of a financial report titled, "Selected Historical nlanc al Officer Dan Tousleys nancial Statistics and Trend This Fiscal Year ended June 30, 2000," prepared by Chief Fi information will be discussed in more detail during the upcoming Board retreat. An analysis that looks at ratios and other financial indicators is being prepared by Director of Metrics and Audits Kellie Willson and will be available shortly. REMARKS By COMMISSIONERS Commissioner Creamer asked for a clarification on the role of the consultant engaged to advise management on the pre-election campaign; namely, Gabriel Hall and Associates. General Manager Pandy responded that Gabriel Hall is a labor relations professional who was retained by the BWL during the 1988 unionization effort. His purpose is to guide management with respect to conducting an informational campaign and the avoidance of unfair labor practices under the Public Employee Relations Act. Mr. Hall has expertise on how the Michigan Employment Relations Commission (MERC) is to conduct its affairs and what its rules are. Mr. Hall has conducted interviews with managers in an effort determine the major employee issues. Mr. Pandy and Staff Attorney Wilhite noted that it is not the role of the consultant to contact the clerical or technical employees who are eligible to vote in the election. The consultant's contact with union officials is limited and is normally in front of a MERC official. Commissioner Duncan asked about the expectation of when MERC might reschedule the election. Staff Attorney Wilhite responded that a notice was received from MERC advising that an administrative hearing on the issue of"community of interest" is set for October 6'. The election will be set by MERC some time after the hearing. Commissioner Duncan asked for an explanation of the BWL's potential sale of 800 MHZ radio frequencies, as reported to the Board in the meeting packet. General Manager Pandy responded that in the 1980's, the BWL applied for and was successful in receiving a Federal Communications Commission (FCC) license for radio frequencies in the 800 MHZ band used by the BWL for its radio communications system, which includes an interconnect to telephone capabilities. Mainly the BWL utilizes those frequencies for its own communications; i.e., electrical and water operations and emergency situations. The BWL has provided frequency access to other City of Lansing departments such as Public Service, Forestry, and Parks and Recreation who pay the BWL for the service. Nextel Communications acquired those frequencies, which the BWL has had and operates under its license, in an FCC auction process. Nextel is willing to pay the BWL approximately$2 million for these frequencies. Negotiations are underway with el to aa are notre the 800 EEIZ band.tNe Necessary radio equipment to meet suitable for BWL L n needs that SEP-28-2000 14:49 BD OF WRTER LIGHT 1 517 371 6855 P. 10/11 Board Minutes Pagc 106 September 26,2000 BWL communication needs would be provided by Nextel to allow for a seamless transition to the new frequencies. Staff Attorney Wilhite reported that the FCC auctioned off and awarded the BWL bandwidth to Nextel who was the high bidder. voluntary stipulated ration to bethe BWL and fol owed by a Nextel had to enter into a one-year period o ary negotiation mandatory negotiations process. At the end,both parties must reach an agreement. The voluntary negotiation period will end in approximately February 2001. Commissioner Callen inquired about No,compliance costs reported in the Board meeting packet. General Manager Pandy reported that depending on compliance options, estimates range from as low as $9 million to as e $250 million. 11i in the Ludy is currently underway on No. compliance strategies targeted for P NEW BUSYNESS The Commissioners engaged in lengthy discussion on topics for the Board retreat and reached consensus on critical issues that should be discussed. The Board retreat will be held on Saturday,November 186', 8 a.m. to 12 Noon. Topics identified for the retreat were listed in the order of priority. 1. The Role of the Board 2. Strategic Business Plan 3. Human Resource Management 4. The General Health of the BWL 5. Competition/Competitive Strategies 6. Major Projects- Capital and Construction Plans 7. Annual Budget The Commissioners agreed that the agenda should be narrowed to two broad topics; the role of the Board and return on equity. The Chair will finalize the agenda and will discuss staff support with the General Manager. There was consensus that a second retreat should be scheduled in the near future to continue discussions on the remaining topics. EXCUSED ABSENCES On motion by Commissioner O'Leary, seconded by Commissioner Duncan, that the absences of Commissioners Christian and Murray be excused. Carried unanimously. SEP-28-2000 14:50 HD OF WRTER LIGHT 1 517 371 6855 P. 11/11 Pagc107 Hoard Minutes September 26,2000 PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF WATER LIC AND LIGHT SUBJECT. WELCOME TO SPEAK TO THE BOARD ON A BWL employee, Joseph Davis, commended the Commissioners on topics chosen for their retreat. He emphasized the importance of addressing human resource management, particularly employee issues related to training and staffing and the B.WL's strategic plan. He stated that it is his hope the BWL will still be part of the community in ten or twenty years from now and that he would continue to be one of its employees. ADJOURNMENT On motion by Commissioner Duncan, seconded by Commissioner Creamer, the meeting adjourned by unanimous consent at 6:55 p.m. Is/Mary E. Sova, Secretary Filed September 28, 2000 Marilynn Slade, City Clerk Page 86 Preliminary—Subject to Board Approval c. MINUTES OF THE BOARD OF COMMISSIONERS' MEETING ,-.; `1 G LANSING BOARD OF WATER AND LIGHT CO -, CZ) Tuesday, August 22, 2000 n1 cn The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Nancy W. Duncan, Mark A. Murray, and Diane R. Royal. Absent: Commissioners Rosemarie E. Aquilina and David O'Leary. The Secretary declared a quorum present. All said the Pledge of Allegiance, APPROVAL OF MINUTES Motion was made by Commissioner Christian, seconded by Commissioner Callen, to approve the minutes of regular session held July 25, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. BWL employee Richard Taylor stated that he has not received answers to questions raised at the last few Board meetings, specifically whether the market rate for the Technical Skill Family was set at the 65 h percentile. Mr. Taylor urged the Board to reject the resolution to retain the labor consulting firm of Gabriel Hall and Associates to assist management relative to the union organizing efforts by clerical-technical employees. He requested a joint meeting between the employees and the Commissioners to discuss their grievances. Thomas J. Katona, representing the Office & Professional Employees International Union (OPEIOU), Local 512, 2178 Commons Parkway, Okemos, Michigan, objected to engaging the services of a labor consultant to assist management in preparing for the union Page 87 Board Minutes August 22,2000 election on September 22. He urged the Commissioners to thoroughly research the subject of"union busting" before voting on the resolution. General Manager Pandy told the Board that he had responded to all of Mr. Taylor's questions by letter, dated August 11, 2000, in which the 65th percentile issue relative to the Technical Skill Family was clarified. He reported that the 65th percentile of the Technical Skill Family was $42,824 (using Grade 3 as an example). When the Board suggested setting the control point at the 501h percentile, plus 10 percent, this equated to $40,400 plus 10 percent for a total of$44,440. Consequently the 50th percentile plus 10 percent was a higher rate than the 65"' percentile rate. The action taken by the Board is in favor of Mr. Taylor and the other positions in the Technical Skill Family. COMMUNICATIONS E-mail communication from Pat Talbot expressing concern with management retaining a consultant to counter the union organizing drive. Received and placed on file. REPORTS OF COMMITTEES None. GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-8-1 LUGNUTS SPONSORSHIP RESOLVED, That the General Manager be authorized to renew the BWL's sponsorship agreement with the Lansing Lugnuts for a five-year period at an annual cost of$53,000. ----------------------- The sponsorship agreement names the Board of Water and Light (BWL) as the exclusive utility sponsor of the Lugnuts and includes nightly promotions and special events that promote the utility and its community involvement. The sponsorship package has been designed to complement the BWL's overall branding goal that positions us as Lansing's hometown utility. The renewal represents an increase of five percent over our current sponsorship agreement and is protected from future increases over the five-year term of the contract. Board Minutes Page 88 August 22,2000 Moved by Commissioner Murray, seconded by Commissioner Callen, that the resolution be approved. Discussion: Commissioner Creamer requested general feedback on the success rate of the sponsorship and how it fits into the BWL's overall branding concept. Communications Director John Strickler responded that overall, the BWL has been very pleased with the relationship it has had with the Lansing Lugnuts. Several meetings are held with the Lugnuts personnel on an annual basis to discuss the sponsorship package and to develop promotions that fit into the BWL's objectives. This ensures the right strategies are being implemented. A memo addressed to General Manager Pandy, from Mr. Strickler, dated August 3, 2000, was included with the Board packet outlining the successes of the program and components of the five-year agreement. Action: Carried unanimously. #2000-8-2 ADOPTION OF RATE SCHEDULE RESOLVED, That the Electric Renewable Energy Rider detailed in the attached rate schedule, appended to these minutes, be adopted and made effective for electric consumption on or after January 1, 2001. This rate was the subject of a public hearing July 11, 2000. The Commissioners pulled the rider at their July 25, 2000, regular meeting for consideration at a later date. Moved by Commissioner Murray, seconded by Commissioner Creamer, that the resolution be approved. Discussion: Commissioner Royal noted that the Board tabled the resolution at the July 251h meeting, because one Commissioner was planning to abstain due to a conflict of interest, and not enough Commissioners were present to approve the rate. General Manager Pandy updated the Board on efforts to offer a green power energy option to customers. He reported that staff had been negotiating a proposal with a dairy farm in southwest Michigan on a project that would utilize the methane fuel produced from cow biomass waste to generate one megawatt of power (enough to supply 2,800 residential customers with half their electricity requirements). In conducting a due diligence on the project, the Michigan Department of Environmental Quality (DEQ) became involved and determined that the water runoff from the dairy farm had Ecoli bacteria several hundred times the allowable limits. The DEQ issued a consent order for the dairy farm to clean up the water runoff problem. In light of the environmental concerns, the BWL determined that the proposal did not meet commonly accepted conditions for qualifying as green power. The viability of working with the dairy farm on the biomass is a long-term project, pending the clean up. Another green energy option being explored includes wind turbine generation. Negotiations are in process between the Page 84 Board Minutes August 22,2000 Michigan Public Power Agency (MPPA) and the Chippewa Indian tribe near Traverse City where a successful wind turbine generator has been developed. A joint venture through the BWL's membership in MPPA may include additional wind power for BWL participation as part owner of the project. Also, staff is exploring the economics of refurbishing a portion of the BWL's hydroelectric power on the North Lansing Dam. Mr. Pandy noted that hydropower has its limits due to the river flow and elevation change in the North Lansing portion of the Grand River. Wind and hydropower are emerging, while biomass has dropped down in the order of probability due to the dairy farm's water runoff problem. A wind turbine generator could happen within a year; and if economically feasible, hydroelectric power could occur by two years. Biomass is approximately two years out. Action: Adopted by the following vote: YEAS: Christian, Creamer, Duncan, Murray, Royal NAYS: None ABSENTIONS: Callen ABSENT: Aquilina, O'Leary #2000-8-3 RETENTION OF A CONSULTANT WHEREAS, The International Brotherhood of Electrical Workers (IBEW), Local 352, has filed a petition for election with the Michigan Employment Relations Commission (MERC) to represent all full time and regular part-time clerical and technical persons employed by the Board of Water and Light; and WHEREAS, BWL management desires to conduct an informational campaign to persuade employees of the benefits of non-bargaining unit membership; and WHEREAS, Advising the BWL management of its duties and prohibitions with respect to conducting an informational campaign and the avoidance of unfair labor practices under the Public Employee Relations Act calls for specialized knowledge and expertise. WHEREAS, BWL management has interviewed two consultants for this purpose. NOW THEREFORE BE IT RESOLVED, That the General Manager is authorized to retain Gabriel Hall and Associates at an hourly rate of$160.00 to provide the scope of services as set forth in the attached letter. Moved by Commissioner Creamer, seconded by Commissioner Duncan, that the resolution be approved. Board Minutes Page 90 August 22,2000 Discussion: Commissioner Murray noted that a fairly obvious issue exists with regard to appropriate communication versus the alleged "union busting." He asked if the consultant's experience with other similar campaigns resulted in unfair labor practices or simply allegations in which no unfair labor practices actually occurred. General Manager Pandy responded that Gabriel Hall has offered to provide references from union officials who have testified that he conducts himself in a professional manner and in compliance with the law. Copies of these references will be obtained for review. Staff Attorney Wilhite added that Mr. Hall has been involved in over one thousand pre- election campaigns, and no unfair labor practices have been filed against him. The BWL previously utilized his services in 1988, which resulted in a clean, above-board campaign. Mr. Wilhite assured the Board that there would be no direct interaction between Mr. Hall and the employees. Mr. Hall will meet only with the management group to assist in developing communication strategies and delivering its message consistent with the Public Employee's Relations Act. Action: Adopted by the following vote: YEAS: Christian, Creamer, Duncan, Murray, Royal NAYS: Callen ABSENT: Aquilina, O'Leary UNFINISHED BUSINESS None NEW BUSINESS Chair Diane Royal announced the standing committee assignments for fiscal year 2000-01: Executive Committee Diane R. Royal, Chair Charles M. Creamer, Vice Chair Ronald C. Callen, Chair Pro Tern Finance Committee Mark A. Murray, Chair Ernest I Christian Charles M. Creamer David O'Leary Alternates: Ronald C. Callen, Nancy W. Duncan Page 91 Board Minutes August 22,2000 Personnel Committee Ronald C. Callen, Chair Rosemarie E. Aquilina Nancy W. Duncan Diane R. Royal Alternates:Mark A.Murray, David O'Leary Nominating Committee Ernest J. Christian, Chair Nancy W. Duncan Mark A. Murray Diane R. Royal Alternates: Ronald C. Callen, Charles M. Creamer RESOLUTIONS RESOLUTION HONORING JUDSON M. WERBELOW WHEREAS, It is with respect and appreciation that we recognize Judson M. Werbelow for his service as a Commissioner of the Lansing Board of Water and Light as he brings his term to a close. WHEREAS, Judson M. Werbelow was appointed to the Board on September 16, 1996, as an At-Large Commissioner. He served on the Finance, Personnel and Nominating Committees and on the Board's Special Committee on the Development of the Ottawa Street Power Station; and WHEREAS, Among significant BWL activities and projects implemented during his tenure on the Board were: the new defined contribution retirement plan for employees (1997), Integrated Resource Plan for electric and steam options (1997), relocation of the Customer Service Center and Administration Building to Haco Drive (1998), plan to fund retiree health care (1999), Y2K preparations (1999), two revenue bond issues to finance capital improvements (1999), redesign of BWL organizational processes (1999-2000), construction of a new central utilities complex to serve the General Motors Grand River Assembly Plant (2000), construction of a chilled water system to serve downtown buildings (2000), major water extensions to serve Alaiedon Township, Bath Township, City of DeWitt/DeWitt Township and East Lansing-Meridian Township (1999-2000), new compensation system for non-bargaining employees (2000), and electric utility restructuring legislation (2000). WHEREAS, Judson M. Werbelow's knowledge has been tapped by countless officials in the Lansing region, who sought his advice. His legal expertise has been an immense assistance during economic development and revenue bond issues. His wisdom, Board Minutes Page 92 August 22,2000 professionalism, and generosity have earned him widespread acclaim and our deepest appreciation. We are confident that the Lansing Board of Water and Light and its customers will long benefit from his service. WHEREAS, Through the years, Judson M. Werbelow has been recognized by the Lansing community for his sound moral character, and has lent his time and expertise to make Lansing a better community. He has served in leadership roles on numerous community initiatives and has earned many community service awards. NOW THEREFORE, The Lansing Board of Water and Light Commissioners, hereby thanks Judson Werbelow on this 22"a day of August, 2000, for his exemplary service to the Lansing Board of Water and Light and to the people in the Greater Lansing area. Moved by Commissioner Creamer, seconded by Commissioner Christian, that the resolution be approved. Action: Carried unanimously. GENERAL MANAGER'S REMARKS Employee Home Ownership Program. General Manager Pandy updated the Board on the status of the BWL Employee Home Ownership incentive plan. He reported that the BWL allocated up to five grants of$5,000 each to employees for home ownership in four distressed areas in Lansing. Two employees have taken advantage of the program in the two years it has been in effect. The program continues through the current fiscal year. Mr. Pandy indicated that if the program were extended to the entire City and not restricted to focus neighborhoods, more employees would be interested. A complicating factor would be created by extending the program city wide because the Local Initiatives Support Corporation (LISC) would no longer be able to administer the program due to a focus change from a community development program (tax deductible) to an employee benefit (non-tax deductible). This change would require the BWL to work with a different community development organization or administer it in-house through Human Resources. Mr. Pandy stated that if the Board wishes to revitalize the program, a citywide program would encourage greater participation. He noted that a hurdle with the present program through LISC is meeting the income test, as most BWL employees are compensated in a manner that puts them above the minimum income level to qualify for grants and matching funds through LISC. The Commissioners expressed concern with the impact an expanded citywide program would create on Human Resources at a time when there are other priorities. There would be tax consequences to consider by a citywide program, since it would become part of total compensation. The Commissioners requested follow-up information on the experience of other organizations, such as the City of Lansing and Sparrow Hospital. Page 93 Board Minutes August 22,2000 Status of General Motors' Steam Main Repairs. General Manager Pandy reported that progress on replacing the 36 expansion joints is two weeks ahead of schedule, and the integrity of the line has been restored. Cleanup and restoration work remains to fully complete the job. BWL management is reviewing legal options in recovering costs associated with the steam line rupture. Assistant General Manager Bill Cook reported that the steam main is scheduled to be fully in service by September 6, 2000. Status of Chilled Water Project. The chilled water project is well underway, with the project at $876,000 under budget. A status report of chilled water customers was handed out for information. General Manager Pandy noted that seven new customers have been identified since the project started, which would involve $1.6 million of additional extensions. Marketing staff is conducting a financial pro forma based on a ten-year analysis to determine if the potential loads are feasible. A color-coded map was handed out showing the sequence of loads to be connected to the chilled district. Also distributed was a copy of a thank you letter to the Mayor from Leanne Stites, Executive Director of the Principal Shopping District, dated August 21, 2000, which recognizes key individuals- -including BWL project engineer Jan Nelson--credited for a smooth transition during the downtown chiller construction. Report on Major Projects. General Manager Pandy handed out a tracking list of major projects. He reported that all the projects listed would not automatically be served by the BWL. Many are competitive projects left for the customer to determine choice between BWL and Consumers Energy. Commissioner Murray suggested adding a column to the list indicating a unit of workload or dollars involved to quickly assess the key organizational challenges. He said a quarterly or semi-annual assessment to monitor the BWL's competitive position would also be beneficial. Mr. Pandy reported on competitive projects the BWL has gained and lost over the past several years. He added that approaches and strategies in dealing with the competition is an important topic for the Board to discuss at a future meeting. Status of Central Utilities Complex. Work on the central utilities complex (CUC) to serve the General Motors Grand River Assembly plant is on schedule, with 98% of the costs identified by contracts and bids. The project is approximately $1 million under budget. The Next Central Utilities Complex (CUC)—Delta Township. General Manager Pandy updated the Board on activities involving the next central utilities complex to serve the General Motors (GM) Mid-Michigan Plant in Delta Township, Mr. Pandy reported that he was contacted by GM requesting the BWL's commitment to work with the CUC bidders to formulate an acceptable business case for a combined heat and power project at the GM Mid-Michigan Plant. Mr. Pandy noted that the BWL has a long-term contract with GM to supply all their electricity at the new facility. A benefit to the BWL would be having a black start capability to provide gas-fired generation to start the system in the Board Minutes Page 94 August 22,2000 event of a Midwest blackout. The potential of marketing the new generating capacity on the wholesale market adds value for the parties. GM has requested a commitment indicating the BWL is willing to cooperate and work in good faith to jointly investigate with the selected CUC bidder the business case of a cogeneration facility at GM's Mid-Michigan Plant. Mr. Pandy pointed out that the commitment letter is not intended to create a binding offer or contract for the purchase or sale of electric energy or capacity between the BWL and the bidder, nor does it in any way obligate either of the parties to enter into any agreement or to proceed with any possible relationship or transaction without the Board's approval. Mr. Pandy discussed financing issues relevant to the project. The proposed central utilities complex (in Delta Township) is expected to cost approximately $100 million. He noted that when initial discussions on the next CUC were held, the Board clearly indicated it did not want to finance and own the entire project as was done with the first CUC project for GM's Grand River Assembly Plant. The BWL issued $78 million of taxable bonds, participated in the design and construction of the complex, and is involved in its operation and maintenance. Mr. Pandy stated that if the Board elects to finance a piece of the next CUC project for a combined heat and power option, the BWL would be adding generation to its system at an estimated $10415 million investment secured by a 15-year contract from GM. Commissioner Murray suggested that since the financing would be taxable, the question of ownership and financing should be explored with the fullest range of options available to benefit the BWL. Mr. Pandy responded that staff has been exploring the various alternatives. Following lengthy discussion, the Commissioners gave their consensus for the General Manager to submit a"comfort" letter to General Motors. Mr. Pandy told the Board that follow-up information on the specifics of the project would be submitted to the Board by the end of the current calendar year. Status of the Ottawa Station Redevelopment Project. General Manager Pandy handed out a copy of a Joint Pre-Development Agreement, which was forwarded to a prospective telecommunications vendor last week. He reported that comments have not been received from the prospective vendor. A meeting has been arranged with Mayor Hollister and his staff for their concurrence on the project. Mr. Pandy noted that the telecommunications project appears more viable as compared to the plan submitted by Steiner & Associates, by virtue that first-tier cities are getting telecommunications hubs for Internet service providers. Two key elements needed by the developer are: (1) building strength that can handle over 200 pounds per square foot structurally to support the weight of the equipment and (2) concentrated electric and chilled water services. Other key ingredients include access to the fiber optic network of the city and access to the whole capital loop. Staff Attorney Larry Wilhite, who is leads BWL negotiations on this project, reported that the investigation period to determine whether the project is viable is estimated at 30 to 45 Page 95 Board Minutes August 22,2000 days. This allows enough time for the developer to meet with the City administration and explore the value of the building. The type of agreement for the Ottawa Plant (lease or ground agreement) has yet to be determined. Mr. Pandy noted that at the July 25th Board meeting, he reported about another telecommunications firm that expressed interest in the building, however, they have fallen by the wayside. Steiner & Associates has not indicated a willingness to proceed with the project. Steiner's study indicated the project would involve $20-$25 million of grant funds. Gregg Hanner, a vice president of Steiner & Associates verbally indicated his interest to pursue the project, but nothing has been proposed in writing. Status on BWL Gas Aggregation Program. General Manger Pandy handed out a 15- month recap of the gas aggregation program (April 1999—June 2000). Results indicate a positive net income of$60,225.82. Savings to BWL gas customers were $211,337.80, customers of AMI (township customers) $123,647.19 for a total of$334,984.99. The program matures in 2001. External Audit Contract. General Manager Pandy distributed a copy of a memo to the Mayor and his staff regarding the annual independent audit of the BWL. The five-year agreement with the firm of Deloitte & Touche concludes with this year's audit (FY 2000). The BWL will need to work with the City to determine the new auditing firm for fiscal year 2000-01 and future years. Director of Metrics & Audits, Kellie Willson, will be working with City staff on this process. Competitive Issue by the Capital City Airport. General Manager Pandy reported that he has advised the Mayor and his staff that the Capital Region Airport Authority will consider the development of an approximate 85-acre industrial park tract on the east side of the Capital City Airport. The BWL's competitor is competing for electric service at this development by virtue of their franchise to operate in DeWitt, as does the BWL. Capital Area United Way and Cash Contributions. The Capital Area United Way (CAUW) has recognized the BWL for its leadership in the 2000 Corporate Council. The BWL was acknowledged in the Bronze level of sponsorship for the campaign report in the LANsiNG STATE JouRNAL. The BWL also installs and maintains the campaign thermometers that report to the community how the campaign is progressing. The CAUW has asked the BWL if it would be preferable to write a check and let another organization take care of the thermometers. Mr. Pandy stated that the BWL's policy is not to make cash contributions, but instead has provided in-kind services and sponsorships to the CAUW at an approximate annual cost of$10,000 over the past eight to nine years. He stated that it would be more cost effective for BWL to write a check to CAUW than to continue to maintain, install, and remove the campaign thermometers. He invited comments from the Board on this issue. BWL Sponsors Legislative Luncheon at the Oldsmobile Classic. The BWL is sponsoring the legislative reception at the Oldsmobile Classic on August 241h for legislative officials and economic development people in the community. Board Minutes Page 96 August 22,2000 Proposed BWL History Book Project. The BWL has been approached by Raymond G. Kuhl, a retired executive of the Michigan Electric Cooperative Association, regarding a proposed BWL history book project. Mr. Kuhl is the author of a book entitled, ON TI-MIR OWN POWER— A STORY ON MICHIGAN'S ELECTRIC COOPS. Mr. Pandy reviewed the cost associated with the project. Following discussion, the Commissioners determined that the project would not be practical at this time. REMARKS BY COMMISSIONERS Commissioner Callen stated that the annual financial report (FY ended June 2000) shows a substantial increase in net income. He asked for an explanation. General Manager Pandy responded that as the year progressed and rate increases were being advocated, a serious expense reduction effort was underway. Each of the BWL processes did their share to control expenses. Reductions in coal and transportation expenses contributed to the savings. Mr. Pandy noted that savings from the new leased railcars recently authorized by the Board totaled $149,000 over a seven-week period (July 1 to August 18). The annual savings is projected to be $1.1 million. Commissioner Callen commented that the California experience with deregulation appears to be a disaster. He suggested that it would be worthwhile for staff to provide information on what has gone wrong and how that compares with Michigan's new deregulation law. He also noted that in reviewing the BWL's Share the Success results for Fiscal Year 2000, it was noted that the residential customers' degree of confidence of the BWL is somewhat lower than what is desired. He urged that careful thought be given on the implications of that survey result. EXCUSED ABSENCES On motion by Commissioner Christian, seconded by Commissioner Murray, that the absences of Commissioners Aquilina and O'Leary be excused. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. Deb Bittner, Vice President of the Clerical-Technical Union of Michigan State University, stated that as a member of a labor union, she believes people have the right to choose their own paths and work to make sure they have a voice in their workplace. She said that unions are not the enemy, but instead provide support to the community. She asked why the BWL would want to jeopardize its relationship with the community by hiring a Page 97 Board Minutes August 22,2000 consultant for the sole purpose of discouraging workers from belonging to a union. She urged the Board to make sure the election is indeed as "squeaky-clean" as the one management claims the consultant will run. BWL employee Joseph Davis, President of MEW Local 352, stated that the MEW is still here, and the vote will proceed on September 22. The MEW will in no way take the outcome negatively. Mr. Davis also stated for the record that a recent article, which appeared in the Lansing Business Journal, included a photograph of Mr. Davis and George Bibbings, Manager of the Maintenance and Construction Resource Center. He noted that the article erroneously listed Mr. Bibbings as a union member. Mr. Davis set the record straight that Mr. Bibbings—a former union member—is currently his manager. He noted that there was no intent to misconstrue Mr. Bibbings' position. Chair Diane Royal reassured those who addressed the Board on the unionization matter, that the Board's intentions are completely above board. The firm of Gabriel Hall and Associates is being retained strictly to provide labor-consulting services to management. It is the Board's understanding that Mr. Hall operates a professional business and the Board intends that will happen on this consultation. Thomas Katona, representing the Office & Professional Employees International Union (OPEN), Local 512, commented that he is disappointed the Board has authorized the hiring of the labor consultant. He shared his belief in the old adage that injury to one is injury to all. He asked the Board to research what these consultants do and how they work behind the scenes. He suggested that the Board monitor the progress of this campaign, to assure the tactics described in the literature do not occur. ADJOURNMENT On motion by Commissioner Christian, seconded by Creamer, the meeting adjourned by unanimous consent at 7:10 p.m. Q� A/Malrsova, Secretary Filed August 24, 2000 Marilynn Slade, City Clerk 13:51 RUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6293 #84303 PAGE: 2/13 Page 86 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT Tuesday, August 22, 2000 The Board of Commissioners met in regular session at 530 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Nancy W. Duncan, Mark A. Murray,and Diane R. Royal. Absent: Commissioners Rosemarie E. Aquilina and David O'Leary. The Secretary declared a quorum present. CJ ' i All said the Pledge of Allegiance. _ -- �. APPROVAL OF MINUTES = ; Motion was made by Commissioner Christian, seconded by Commissioner Caller; to approve the minutes of regular session held July 25, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. BWL employee Richard Taylor stated that he has not received answers to questions raised at the last few Board meetings, specifically whether the market rate for the Technical Skill Family was set at the 65ffi percentile. Mr. Taylor urged the Board to reject the resolution to retain the labor consulting firm of Gabriel Hall and Associates to assist management relative to the union organizing efforts by clerical-technical employees. He requested a joint meeting between the employees and the Commissioners to discuss their grievances. Thomas J. Katona, representing the Office & Professional Employees International Union (OPEIOU), Local 512, 2178 Commons Parkway, Okemos, Michigan, objected to engaging the services of a labor consultant to assist management in preparing for the union 13:52 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #94303 PAGE: 3/13 Page 87 Board Minutes August 22,2000 election on September 22. He urged the Commissioners to thoroughly research the subject of"union busting"before voting on the resolution. General Manager Pandy told the Board that he had responded to all of Mr. Taylor's questions by letter, dated August 11, 2000, in which the 65`h percentile issue relative to the Technical Skill Family was clarified. He reported that the 65`h percentile of the Technical Skill Family was $42,824 (using Grade 3 as an example). When the Board suggested setting the control point at the 50ffi percentile, plus 10 percent, this equated to $40,400 plus 10 percent for a total of$44,440. Consequently the 50`h percentile plus 10 percent was a higher rate than the 65`" percentile rate. The action taken by the Board is i i favor of Mr. Taylor and the other positions in the Technical Skill Family. COMMUNICATIONS E-mail communication from Pat Talbot expressing concern with management retaining a consultant to counter the union organizing drive. Received and placed on file. REPORTS OF COMMITTEES None. GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-8-1 LUGNUTS SPONSORSHIP RESOLVED, That the General Manager be authorized to renew the BWL's sponsorship agreement with the Lansing Lugnuts for a five-year period at an annual cost of$53,000. ----------------------- The sponsorship agreement names the Board of Water and Light(BWL) as the exclusive utility sponsor of the Lugnuts and includes nightly promotions and special events that promote the utility and its community involvement. The sponsorship package has been designed to complement the BWL's overall branding goal that positions us as Lansing's hometown utility. The renewal represents an increase of five percent over our current sponsorship agreement and is protected from future increases over the five-year term of the contract. Moved by Commissioner Murray, seconded by Commissioner Callen, that the resolution be approved. 13:52 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE: 4/13 Board Minutes Page 88 August 22,2000 Discussion: Commissioner Creamer requested general feedback on the success rate of the sponsorship and how it fits into the BWL's overall branding concept. Communications Director John Strickler responded that overall, the BWL has been very pleased with the relationship it has had with the Lansing Lugnuts. Several meetings are held with the Lugnuts personnel on an annual basis to discuss the sponsorship package and to develop promotions that fit into the BWL's objectives. This ensures the right strategies are being implemented. A memo addressed to General Manager Pandy, from Mr. Strickler, dated August 3, 2000, was included with the Board packet outlining the successes of the program and components of the five-year agreement. Action: Carried unanimously. 92000-8-2 ADOPTION OF RATE SCHEDULE RESOLVED, That the Electric Renewable Energy Rider detailed in the attached rate schedule, appended to these minutes, be adopted and made effective for electric consumption on or after January 1, 2001. This rate was the subject of a public hearing July 11, 2000. The Commissioners pulled the rider at their July 25, 2000, regular meeting for consideration at a later date. Moved by Commissioner Murray, seconded by Commissioner Creamer, that the resolution be approved. Discussion: Commissioner Royal noted that the Board tabled the resolution at the July 251 meeting, because one Commissioner was planning to abstain due to a conflict of interest, and not enough Commissioners were present to approve the rate. General Manager Pandy updated the Board on efforts to offer a green power energy option to customers. He reported that staff had been negotiating a proposal with a dairy farm in southwest Michigan on a project that would utilize the methane fuel produced from cow biomass waste to generate one megawatt of power(enough to supply 2,800 residential customers with half their electricity requirements). In conducting a due diligence on the project; the Michigan Department of Environmental Quality(DEQ)became involved and determined that the water runoff from the dairy farm had Ecoli bacteria several hundred times the allowable limits. The DEQ issued a consent order for the dairy farm to clean up the water runoff problem. In light of the environmental concerns, the BWL determined that the proposal did not meet commonly accepted conditions for qualifying as green power. The viability of working with the dairy faun on the biomass is a long-term project, pending the clean up. Another green energy option being explored includes wind turbine generation. Negotiations are in process between the Michigan Public Power Agency (MPPA) and the Chippewa Indian tribe near Traverse City where a successful wind turbine generator has been developed. A joint venture through the BWL's membership in MPPA may include additional wind power for BWL participation as part owner of the project. Also, staff is exploring the economics of refurbishing a portion of the BWL's hydroelectric power on the North Lansing Dam. Mr. Pandy noted that hydropower has its 13:53 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE: 5/13 Page 89 Board Minutes August 22,2000 limits due to the river flow and elevation change in the North Lansing portion of the Grand River. Wind and hydropower are emerging, while biomass has dropped down in the order of probability due to the dairy farm's water runoff problem. A wind turbine generator could happen within a year; and if economically feasible, hydroelectric power could occur by two years. Biomass is approximately two years out. Action: Adopted by the following vote: YEAS: Christian, Creamer, Duncan, Murray, Royal NAYS: None ABSENTIONS: Callen ABSENT: Aquilina, O'Leary 42000-8-3 RETENTION OF A CONSULTANT WHEREAS, The International Brotherhood of Electrical Workers (IBEW), Local 352, has filed a petition for election with the Michigan Employment Relations Commission (MERC)to represent all full time and regular part-time clerical and technical persons employed by the Board of Water and Light; and WHEREAS, BWL management desires to conduct an informational campaign to persuade employees of the benefits of non-bargaining unit membership; and WHEREAS, Advising the BWL management of its duties and prohibitions with respect to conducting an informational campaign and the avoidance of unfair labor practices under the Public Employee Relations Act calls for specialized knowledge and expertise. WHEREAS, BWL management has interviewed two consultants for this purpose. NOW THEREFORE BE IT RESOLVED, That the General Manager is authorized to retain Gabriel Hall and Associates at an hourly rate of$160.00 to provide the scope of services as set forth in the attached letter. Moved by Commissioner Creamer, seconded by Commissioner Duncan, that the resolution be approved. Discussion: Commissioner Murray noted that a fairly obvious issue exists with regard to appropriate communication versus the alleged "union busting." He asked if the consultant's experience with other similar campaigns resulted in unfair labor practices or simply allegations in which no unfair labor practices actually occurred. 13:54 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE- 6/13 Board Minutes Page 90 August 22,2000 General Manager Pandy responded that Gabriel Hall has offered to provide references from union officials who have testified that he conducts himself in a professional manner and in compliance with the law. Copies of these references will be obtained for review. Staff Attorney Wilhite added that Mr. Hall has been involved in over one thousand pre- election campaigns, and no unfair labor practices have been filed against him. The BWL previously utilized his services in 1988, which resulted in a clean, above-board campaign. Mr. Wilhite assured the Board that there would be no direct interaction between Mr. Hall and the employees. Mr. Hall will meet only with the management group to assist in developing communication strategies and delivering its message consistent with the Public Employee's Relations Act. Action: Adopted by the following vote: YEAS: Christian, Creamer, Duncan, Murray, Royal NAYS: Callen ABSENT: Aquilina, O'Leary UNFINISHED BUSINESS None NEW BUSINESS Chair Diane Royal announced the standing committee assignments for fiscal year 2000-01: Executive Committee Diane R. Royal, Chair Charles M. Creamer, Vice Chair Ronald C. Callen, Chair Pro Tenn Finance Committee Mark A. Murray, Chair Ernest J. Christian Charles M. Creamer David O'Leary Alternates: Ronald C. Callen, Nancy W. Duncan Personnel Committee Ronald C. Callen, Chair Rosemarie E. Aquilina Nancy W. Duncan Diane R. Royal Alternates:Mark A.Murray, David O'Leary 13:55 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE: 7/13 Page 91 Board Minutes August 22,2000 Nominating Committee Ernest J. Christian, Chair Nancy W. Duncan Mark A. Murray Diane R. Royal Alternates:Ronald C. Callen, Charles Al. Creamer RESOLUTIONS RESOLUTION HONORING JUDSON M. WERBELOW WHEREAS, It is with respect and appreciation that we recognize Judson M. Werbelow for his service as a Commissioner of the Lansing Board of Water and Light as he brings his term to a close. WHEREAS, Judson M. Werbelow was appointed to the Board on September 16, 1996, as an At-Large Commissioner. He served on the Finance, Personnel and Nominating Committees and on the Board's Special Committee on the Developmentof the Ottawa Street Power Station; and WHEREAS, Among significant BWL activities and projects implemented during his tenure on the Board were: the new defined contribution retirement plan for employees (1997), Integrated Resource Plan for electric and steani options (1997), relocation of the Customer Service Center and Administration Building to Haco Drive (1998), plan to fund retiree health care(1999), Y2K preparations (1999), two revenue bond issues to finance capital improvements (1999), redesign of BWL organizational processes (1999-2000), construction of a new central utilities complex to serve the General Motors Grand River Assembly Plant(2000), construction of a chilled water system to serve downtown buildings (2000), major water extensions to serve Alaiedon Township, Bath Township, City of DeWitt/DeWitt Township and East Lansing-Meridian Township (1999-2000), new compensation system for non-bargaining employees (2000), and electric utility restructuring legislation(2000). WHEREAS, Judson M. Werbelow's knowledge has been tapped by countless officials in the Lansing region, who sought his advice. His legal expertise has been an immense assistance during economic development and revenue bond issues. His wisdom, professionalism, and generosity have earned him widespread acclaim and our deepest appreciation. We are confident that the Lansing Board of Water and Light and its customers will long benefit from his service. WHEREAS, Through the years, Judson M. Werbelow has been recognized by the Lansing community for his sound moral character, and has lent his time and expertise to make Lansing abetter community. He has served in leadership roles on numerous community initiatives and has earned many community service awards. 13:55 RUG 25, 2020 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 *e4303 PAGE: e/13 Board Minutes Page 92 August 22,2000 NOW THEREFORE, The Lansing Board of Water and Light Commissioners, hereby thanks Judson Werbelow on this 22nd day of August, 2000, for his exemplary service to the Lansing Board of Water and Light and to the people in the Greater Lansing area. Moved by Commissioner Creamer, seconded by Commissioner Christian, that the resolution be approved. Action: Carried unanimously. GENERAL MANAGER'S REMARKS Employee Home OwnersMp Program General Manager Pandy updated the Board on the status of the BWL Employee Home Ownership incentive plan. He reported that the BWL allocated up to five grants of$5,000 each to employees for home ownership in four distressed areas in Lansing. Two employees have taken advantage of the program in the two years it has been in effect. The program continues through the current fiscal year. Mr. Pandy indicated that if the program were extended to the entire City and not restricted to focus neighborhoods, more employees would be interested. A complicating factor would be created by extending the program city wide because the Local Initiatives Support Corporation(LISC) would no longer be able to administer the program due to a focus change from a community development program (tax deductible)to an employee benefit(non-tax deductible). This change would require the BWL to work with a different community development organization or administer it irrhouse through Human Resources. Mr. Pandy stated that if the Board wishes to revitalize the program, a citywide program would encourage greater participation. He noted that a hurdle with the present program through LISC is meeting the income test, as most BWL employees are compensated in a manner that puts them above the minimum income level to qualify for grants and matching funds through LISC. The Commissioners expressed concern with the impact an expanded citywide program would create on Human Resources at a time when there are other priorities. There would be tax consequences to consider by a citywide program, since it would become part of total compensation. The Commissioners requested follow-up information on the experience of Sparrow Hospital's home ownership program and other organizations, such as the City of Lansing and Sparrow Hospital. Status of General Motors' Steam Main Repairs. General Manager Pandy reported that progress on replacing the 36 expansion joints is two weeks ahead of schedule, and the integrity of the line has been restored. Cleanup and restoration work remains to fully complete the job. BWL management is reviewing legal options in recovering costs associated with the steam line rupture. Assistant General Manager Bill Cook reported that the steam main is scheduled to be fully in service by September 6, 2000. Status of Chilled Water Project. The chilled water project is well underway, with the project at$876,000 under budget. A status report of chilled water customers was handed 13:56 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #94303 PAGE: 9/13 Page 93 Board Minutes August 22,2000 out for information. General Manager Pandy noted that seven new customers have been identified since the project started, which would involve $1.6 million of additional extensions. Marketing staff is conducting a financial pro forma based on a ten-year analysis to determine if the potential loads are feasible. A color-coded map was handed out showing the sequence of loads to be connected to the chilled district. Also distributed was a copy of a thank you letter to the Mayor from Leanne Stites, Executive Director of the Principal Shopping District, dated August 21, 2000, which recognizes key individuals- -including BWL project engineer Jan Nelson--who are credited for a smooth transition during the downtown chiller construction. Report on Major Projects. General Manager Pandy handed out a tracking list of major projects. He reported that all the projects listed would not automatically be served by the BWL. Many are competitive projects left for the customer to determine choice between BWL and Consumers Energy. Commissioner Murray suggested adding a column to the list indicating a unit of workload or dollars involved to quickly assess the key organizational challenges. He said a quarterly or semi-annual assessment to monitor the BWL's competitive position would also be beneficial. Mr. Pandy reported on competitive projects the BWL has gained and lost over the past several years. He added that approaches and strategies in dealing with the competition is an important topic for the Board to discuss at a future meeting. Status of Central Utilities Complex. Work on the central utilities complex(CUC)to serve the General Motors Grand River Assembly plant is on schedule, with 98% of the costs identified by contracts and bids. The project is approximately $1 million under budget. The Next Central Utilities Complex(CUC)—Delta Township. General Manager Pandy updated the Board on activities involving the next central utilities complex to serve the General Motors (GM) Mid-Michigan Plant in Delta Township. Mr. Pandy reported that he was contacted by GM requesting the BWL's commitment to work with the CUC bidders to formulate an acceptable business case for a combuied heat and power project at the GM Mid-Michigan Plant. Mr. Pandy noted that the BWL has a long-term contract with GM to supply all their electricity at the new facility. A benefit to the BWL would be having a black start capability to provide gas-fired generation to start the system in the event of a Midwest blackout. The potential of marketing the new generating capacity on the wholesale market adds value for the parties. GM has requested a commitment indicating the BWL is willing to cooperate and IAork in good faith to jointly investigate with the selected CUC bidder the business case of a cogeneration facility at GM's Mid-Michigan Plant. Mr. Pandy pointed out that the commitment letter is not intended to create a binding offer or contract for the purchase or sale of electric energy or capacity between the BWL and the bidder, nor does it in any way obligate either of the parties to enter into any agreement or to proceed with any possible relationship or transaction without the Board's approval. Mr. Pandy discussed financing issues relevant to the project. The proposed central utilities complex(in Delta Township) is expected to cost approximately $100 million. He noted 13:57 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 *84303 PAGE: 12/13 Board Minutes Page 94 August 22,2000 that when initial discussions on the next CUC were held, the Board clearly indicated it did not want to finance and own the entire project as was done with the first CUC project for GM's Grand River Assembly Plant. The BWL issued $78 million of taxable bonds, participated in the design and construction of the complex, and is involved in its operation and maintenance. Mr. Pandy stated that if the Board elects to finance a piece of the next CUC project for a combined heat and power option, the BWL would be adding generation to its system at an estimated $10415 million investment secured by a 15-year contract from GM. Commissioner Murray suggested that since the financing would be taxable, the question of ownership and financing should be explored with the fullest range of options available to benefit the BWL. Mr. Pandy responded that staff has been exploring the various alternatives. Following lengthy discussion, the Commissioners gave their consensus for the General Manager to submit a"comfort" letter to General Motors. Mr. Pandy told the Board that follow-up information on the specifics of the project would be submitted to the Board by the end of the current calendar year. Status of the Ottawa Station Redevelopment Project. General Manager Pandy handed out a copy of a Joint Pre-Development Agreement, which was forwarded to a prospective telecommunications vendor last week. He reported that comments have not been received from the prospective vendor. A meeting has been arranged with Mayor Hollister and his staff for their concurrence on the project. Mr. Pandy noted that the telecommunications project appears more viable as compared to the plan submitted by Steiner & Associates, by virtue that first-tier cities are getting telecommunications hubs for Internet service providers. Two key elements needed by the developer are: (1) building strength that can handle over 200 pounds per square foot structurally to support the weight of the equipment and (2) concentrated electric and chilled water services. Other key ingredients include access to the fiber optic network of the city and access to the whole capital loop. Staff Attorney Larry Wilhite, who is leads BWL negotiations on this project; reported that the investigation period to determine whether the project is viable is estimated at 30 to 45 days. This allows enough time for the developer to meet with the City administration and explore the value of the building. The type of agreement for the Ottawa Plant(lease or ground agreement)has yet to be determined. Mr. Pandy noted that at the July 25th Board meeting, he reported about another telecommunications firm that expressed interest in the building, however, they have fallen by the wayside. Steiner& Associates has not indicated a willingness to proceed with the project. Steiner's study indicated the project would involve $20-$25 million of grant funds. Gregg Hanner, a vice president of Steiner& Associates verbally indicated his interest to pursue the project, but nothing has been proposed in writing. Status on BWL Gas Aggregation Program. General Manger Pandy handed out a 15- month recap of the gas aggregation program (April 1999—June 2000). Results indicate a positive net income of$60,225.82. Savings to BWL gas customers were $211,337.80, 13:58 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE: 11/13 Page 95 Board Minutes August 22,2000 customers of AMI (township customers) $123,647.19 for a total of$334,984.99. The program matures in 2001. External Audit Contract. General Manager Pandy distributed a copy of a memo to the Mayor and his staff regarding the annual independent audit of the BWL. The five-year agreement with the firm of Deloitte& Touche concludes with this year's audit(FY 2000). The BWL will need to work with the City to determine the new auditing firm for fiscal year 2000-01 and future years. Director of Metrics & Audits, Kellie Willson, will be working with City staff on this process. Competitive Issue by the Capital City Airport. General Manager Pandy reported that he has advised the Mayor and his staff that the Capital Region Airport Authority will consider the development of an approximate 85-acre industrial park tract on the east side of the Capital City Airport. The BWL's competitor is competing for electric service at this development by virtue of their franchise to operate in DeWitt, as does the BWL. Capital Area United Way and Cash Contributions. The Capital Area United Way (CAUW) has recognized the BWL for its leadership in the 2000 Corporate Council. The BWL was recognized in the Bronze level of sponsorship for sponsoring the campaign report in the LANSING STATE JOURNAL. The BWL also installs and maintains the campaign thermometers that report to the community how the campaign is progressing. The CAUW has asked the BWL if it would be preferable to write a check and let another organization take care of the thermometers. Mr. Pandy stated that the BWL's policy is not to make cash contributions, but instead has provided in-kind services and sponsorships to the CAUW at an approximate annual cost of$10,000 over the past eight to nine years. He stated that it would be more cost effective for BWL to write a check to CAUW than to continue to maintain, install, and remove the campaign thermometers. He invited comments from the Board on this issue. BWL Sponsors Legislative Luncheon at the Oldsmobile Classic. The BWL is sponsoring the legislative reception at the Oldsmobile Classic on August 24`h for legislative officials and economic development people in the community. Proposed BWL History Book Project. The BWL has been approached by Raymond G. Kuhl, a retired executive of the Michigan Electric Cooperative Association, regarding a proposed BWL history book project. Mr. Kuhl is the author of a book entitled, ON TIIt OWN POWER—A STORY ON MICHIGAN'S ELECTRIC COOPS. Mr. Pandy reviewed the cost associated with the project. Following discussion, the Commissioners determined that the project would not be practical at this time. REMARKS BY COMMISSIONERS Commissioner Callen stated that the annual financial report(FY ended June 2000) shows a substantial increase in net income. He asked for an explanation. General Manager Pandy responded that as the year progressed and rate increases were being advocated, a serious expense reduction effort was underway. Each of the BWL 13:59 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #84303 PAGE 12/13 Board Minutes Page 96 August 22, 2000 processes did their share to control expenses. Reductions in coal and transportation expenses contributed to the savings. Mr. Pandy noted that savings from the new leased railcars recently authorized by the Board totaled $149,000 over a seven-week period (July 1 to August 18). The annual savings is projected to be $1.1 million. Commissioner Callen commented that the California experience with deregulation appears to be a disaster. He suggested that it would be worthwhile for staff to provide information on what has gone wrong and how that compares with Michigan's new deregulation law. He also noted that in reviewing the BWL's Share the Success results for Fiscal Year 2000, it was noted that the residential customers' degree of confidence of the BWL is somewhat lower than what is desired. He urged that careful thought be given on the implications of that survey result. EXCUSED ABSENCES On motion by Commissioner Christian, seconded by Commissioner Murray, that the absences of Commissioners Aquilina and O'Leary be excused. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. Deb Bittner, Vice President of the Clerical-Technical Union of Michigan State University, stated that as a member of a labor union, she believes people have the right to choose their own paths and work to make sure they have a voice in their workplace. She said that unions are not the enemy, but instead provide support to the community. She asked why the BWL would want to jeopardize its relationship with the community by hiring a consultant for the sole purpose of discouraging workers from belonging to a union. She urged the Board to make sure the election is indeed as "squeaky-clean" as the one management claims the consultant will run. BWL employee Joseph Davis, President of IBEW Local 352, stated that the IBEW is still here, and the vote will proceed on September 22. The IBEW will in no way take the outcome negatively. Mr. Davis also stated for the record that a recent article, which appeared in the Lansing Business Journal, included a photograph of Mr. Davis and George Bibbings, Manager of the Maintenance and Construction Resource Center. He noted that the article erroneously listed Mr. Bibbings as a union member. Mr. Davis set the record straight that Mr. Bibbings—a former union member—is currently his manager. He noted that there was no intent to misconstrue Mr. Bibbings' position. Chair Diane Royal reassured those who addressed the Board on the unionization matter, that the Board's intentions are completely above board. Mr. Hall is being retained strictly 14:00 AUG 25, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #e4303 PAGE: 13/13 Page 97 Board Minutes August 22,2000 to provide labor consulting services to management. It is the Board's understanding that Gabriel Hall and Associates operates a professional organization and the Board intends that will happen on this consultation. Thomas Katona, representing the Office & Professional Employees International Union (OPEIU), Local 512, commented that he is disappointed the Board has authorized the hiring of the labor consultant. He shared his belief in the old adage that injury to one is injury to all. He asked the Board to research what these consultants do and how they work behind the scenes. He suggested that the Board monitor the progress of this campaign, to assure the tactics described in the literature do not occur. ADJOURNMENT On motion by Commissioner Christian, seconded by Creamer, the meeting adjourned by unanimous consent at 7:10 p.m. Is/Mary E. Sova, Secretary Filed August 24, 2000 Marilynn Slade, City Clerk Page 75 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT c '0 cJ Ti Tuesday, July 25, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the '- Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal c`alied.,-- the meeting to order. Present: Commissioners Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, David O'Leary, and Diane R. Royal. (One Board vacancy, confirmation pending.) Absent: Commissioners Rosemarie E. Aquilina and Mark A. Murray. The Secretary declared a quorum present. All said the Pledge of Allegiance. ANNUAL ORGANIZATION MEETING REPORT OF THE NOMINATING COMMITTEE The Nominating Committee met on July 17, 2000, to review Commissioner survey responses for consideration of nominations for Board officers. By unanimous decision of the Nominating Committee, it is recommended that the following Commissioners be elected to the offices indicated: #2000-7-1 Slate of Officer Candidates Chair: - Diane Royal Vice Chair: - Charles Creamer Chair Pro Tern: - Ronald Callen Resolution to Appoint Charter Staff Positions The Board's Rules of Administrative Procedures specify that the Board is to appoint a Director, Corporate Secretary and Internal Auditor, respectively, at the first regular meeting in July of each year, be it Page 76 Board Minutes July 25,2000 RESOLVED, That the Board cast a unanimous vote for the reappointment of the following staff positions for fiscal year 2000-2001, or, until a successor is appointed, whichever last occurs: Director and General Manager - Joseph Pandy, Jr. Corporate Secretary -Mary E. Sova Internal Auditor - Kellie L. Willson Respectfully submitted, NOMINATING COMMITTEE Rosemarie E. Aquilina, Chair Mark A. Murray Judson M. Werbelow Ernest J. Christian (Alternate) Motion by Commissioner Christian, seconded by Commissioner Callen, to table the Resolution on the reappointment of the three Charter staff positions pending completion of their performance evaluations. Action: Carried unanimously. Motion by Commissioner Christian, seconded by Commissioner Callen, to adopt the slate of officers as submitted by the Nominating Committee. Action: Carried unanimously. APPROVAL OF MINUTES Motion was made by Commissioner Callen, seconded by Commissioner Christian, to approve the minutes of regular session held June 27, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. BWL employee Curt Gates introduced himself to the Commissioners as the new Business Manager of the International Brotherhood of Electrical Workers (IBEW), Local 352, representing BWL Bargaining Unit employees. Mr. Gates replaced former Business Manager Max Zemer, who recently retired from the BWL. Board Minutes Page 77 July 25,2000 BWL employee Richard Taylor raised the following questions: 1. What is the status of the Lansing Home Ownership Program for BWL employees whereby $5,000 is offered to eligible BWL employees who moved back to the City of Lansing? Mr. Taylor requested that consideration be given to reinstating the program and publicizing it to employees. 2. The General Manager reported at the April 25, 2000 regular meeting that the market rate for the Technical Skill Family (Grades 1 through 6) would be set at the 65"' percentile of the grade range. Has this been done? 3. Non-Bargaining Employees were told that Position Description Questionnaires (PDQ's)would be used to assist management to analyze the type of work an employee performs. How can an employee compare the PDQ with similar positions when that information is not available to the employee? 4. To better accommodate eligible employees to exercise their right to vote on the unionization question, Mr. Taylor suggested some changes to various voting locations: • Switch the Boardroom voting location to the Lunchroom in the main office. • Keep the Line Department bullpen on Pennsylvania Avenue as a second location, but add a third location for employees housed in the Hazel Street building. 5. He disagreed with statements published in the BWL leaflet"Know Your Rights, 3" edition, July 16, 2000, relative to the unionization effort. COMMUNICATIONS Letter from Judson M. Werbelow, resigning his position as Commissioner of the Board of Water and Light effective immediately. Received and placed on file. A resolution acknowledging Mr. Werbelow's excellent service to the Board of Water and Light is being prepared. Communications received by E-mail and phone calls in support of the Renewable Energy Rider under consideration from the following individuals: Matt Anderson, Christina Carra, Elise Harvey, Antonia Marenich, Jan Patrick, Tim Rosenboom, Rebecca Skovill, and Ron Whitmore. Acknowledged and placed on file. REPORTS OF COMMITTEES None. Page 78 Board Minutes July 25,2000 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-7-2 NEW WATER,ELECTRIC AND STEAM RATE SCHEDULES RESOLVED, That the water, electric, and steam rate schedules listed below and detailed in the attached rate schedules be adopted and made effective for water, electric or steam consumption on or after January 1, 2001. Water Utility Rate No. 1 Residential Water Service Rate No. 2 Commercial &Industrial Water Service Rate No. 3 Water System Connection Fees Rate No. 4 Fire Service and Fire Hydrant Charges Rate No. 5 Lawn Sprinkling Water Service Lansing City Enterprise Community Rebate (cancel and delete) Electric Utility Rate No. 1 Residential Electric Service Rate No. 2 Residential All-Electric Service (cancel and delete) Rate No. 3 General Electric Service Rate No. 4 Large General Electric Service Rate No. 5 Primary Electric Service Rate No. 7 Municipal Water Pumping Electric Service Rate No. 9 Outdoor Lighting Service Rate No. 10 Process Heating Electric Service (cancel and delete) Rate No. 11 Traffic Light Service Rate No. 12 Space Conditioning and Electric Water Heating Service Rate No. 21 Residential Electric Service— Senior Citizen Rate No. 31 Street Lighting Service—Board Owner Systems Rate No. 32 Street Lighting Service—Customer Owner Systems Economic Development Rider Lansing City Enterprise Community Rebate (cancel and delete) Page 79 Board Minutes July 25,2000 n E, b��� � (THIS SCHED ULE WAS P ULLED FOR CONSIDERATION AT THE NEXT REG ULAR MEETING) Steam Utility Rate No. 1 General Steam Service Lansing City Enterprise Community Rebate (cancel and delete) Rate No. 4 General Chilled Water Service ---------------------- These rates were the subject of a public hearing July 11, 2000. A transcript of that hearing is included in the board packet materials. the board materialsfor the hearing or schedules read into filed with the city clerk were either included in the record at the public hearing. Motion by Commissioner Creamer, seconded by Commissioner O'Leary, that the resolution be approved. Discussion: Commissioner Callen expressed his concern that the BWL's competitive rate advantage is being eroded by raising rates three years in a row when two of Michigan's major competitors are being ordered by the state to lower rates for residential customers as part of deregulation. He stated that he plans to vote for the rate increase,but wanted to voice his concern about the impact of the rate changes. In light of the large advantage the BWL is losing, Commissioner Callen asked the General Manager and Chief Financial Officer to look into the matter very seriously throughout the next several months to determine whether there are other possible options, rather than to raise the rates as proposed over the next three-year period. General Manager Pandy responded that Commissioner Callen's points are well taken. Mr. Pandy distributed a typical bill comparison prepared by Consumers Energy for the quarter ending June 30, 2000. The BWL currently has an advantage over Consumers Energy in the range of 15% to 35% for residential electric service. BWL small commercial and industrial electric service rates are below Consumers Energy by 20 to 28%. In the large commercial and industrial electric service rates, the BWL's rate advantage is on the order of 10% to 28%. Mr. Pandy stated that the BWL is concerned about having a rate advantage for the industrials and also protecting the rate differential for the residential and commercial customers. He noted that the BWL has not had rate increases since 1997, and labor costs,higher fuel costs, debt service and inflation make it difficult to trim operating expenses of more than$180 million. Commissioner Callen disclosed that he plans to recuse himself from voting on the Renewable Energy Rider due to a potential conflict of interest through his involvement by providing consulting services to renewable energy proponents in the area. Page 80 Board Minutes July 25,2000 Staff Attorney Wilhite noted that with only five Commissioners in attendance, there would not be enough votes to pass the resolution, as five affirmative votes are required to approve rate changes. He suggested separating out the Renewable Energy Rider and voting on the remainder of the rate schedules under consideration. Motion by Commissioner Creamer, seconded by Commissioner O'Leary: RESOLVED, To amend the resolution by delaying action on the Renewable Energy Rider (green power) until the next regular meeting. RESOLVED FURTHER, That the water, electric, and steam rate schedules, as amended, be adopted and made effective on or after January 1, 2001. Action: Adopted by the following vote: YEAS: Callen, Christian, Creamer, O'Leary, Royal NAYS: None ABSENT: Aquilina and Murray. Note: A Board vacancy exists; appointment confirmation is pending. #2000-7-3 SHARE THE SUCCESS RESOLVED, That from 0 to 2.5% of fiscal year base pay be available for Corporate Share the Success payments to eligible Non-Bargaining and Bargaining Unit employees. RESOLVED FURTHER, That the level of BWL net income will determine the extent to which the Corporate Share the Success incentive will be paid. Net income above the approved budgeted level will be allocated 50-50 between BWL and the incentive pay plan fund. RESOLVED FURTHER, That payouts be based on BWL's performance on its fiscal year 2001 corporate measures in four areas: 1. Financial Performance 2. Customer Satisfaction 3. Internal Business Processes 4. Employee Learning and Development -------------------- In June 2000, the Personnel Committee reviewed components of variable pay plans for Non-Bargaining Unit employees and the proposed fiinding for those plans. Also in June 2000, the Commissioners approved implementation of variable pay plans for Non- Bargaining Unit employees. One component of that variable pay plan is Corporate Share Board Minutes Page 81 July 25,2000 the Success and it is also available to Bargaining Unit employees. BWL's contract with IBEW requires the Board of Commissioners to annually determine the amount available for Corporate Share the Success payments. Moved by Commissioner Creamer, seconded by Commissioner Christian, that the resolution be approved. Action: Carried unanimously. #2000-7-4 LEASING OF RAIL CARS RESOLVED, That the Board of Water and Light (BWL) enter into a lease agreement with General Electric Railcar Services Corporation(GERSC) of Chicago, Illinois, a unit of General Electric Capital Corporation, for the supply of rail cars. The lease agreement particulars are as follows: 1. The tern of this agreement shall be eighteen (18)months (July 1, 2000— December 31, 2001). 2. GERSC shall provide three (3) train sets of one hundred twenty (120) aluminum fully automatic rapid discharge coal hopper rail cars with the assurance that they will maintain the integrity of the train sets at all times during the term of the lease. 3. The lease rate shall be $250 per car per month(full service—inclusive of all normal maintenance expenses). Moved by Commissioner O'Leary, seconded by Commissioner Callen, that the resolution be approved. Discussion: General Manager Pandy congratulated Richard Peffley- Director of Production, Steve Brennan- Manager of Production, and Ron Ishimoto of Coal and Rail Services, for finding a way to reduce the cost of shipping BWL coal. They seized the opportunity to use surplus coal cars at an attractive leasing rate that realized a cost savings of$.83 per ton. By leasing these railcars, the BWL is saving on the cost of the unit trains, which are 120-car trains that are hauled as one unit from the mine. The BWL is able to haul more tonnage because the aluminum cars are lighter. Also, there will be savings in labor productivity because of the superior rapid automatic door coal hoppers. Total savings are estimated at$800,000 per year. Staff plans to conduct a comparative analysis in the future on leasing versus direct purchase of railcar sets. Action: Carried unanimously. Page 82 Board Minutes July 25,2000 General Manager Pandy presented the following late item for consideration: #2000-7-5 INCREASE TO CAPITAL BUDGET RESOLVED, That the BWL Capital Budget for Fiscal Year 2001 be increased $3,154,000 to accommodate the following project: Project Project Cost FY 2001 GM 20-inch steam main upgrade $3,154,000 $3,154,000 -------------------- This project will upgrade the 20-inch steam main to General Motors Plant #6 by replacing failed or questionable bellows type expansion joints with upgraded slip joints in manholes. This project also includes expanded trap station installations. Upgrade of this steam main is recommended due to concerns over the integrity of the existing steam main, which provides the only source of steam to the GM Plant#6 complex. The timing of this project is critical and must allow the line to be placed back into service by September 2000. -------------------- Moved by Commissioner O'Leary, seconded by Commissioner Christian that the resolution be approved. Discussion: General Manager Pandy briefed the Board on the status of the 20-inch steam main repair and financial ramifications. The work schedule, cash flow and funding was reviewed in detail, and a written report prepared by Assistant General Manager Bill Cook and Chief Financial Officer Dana Tousley, dated July 24, 2000, was provided to the Commissioners summarizing actions taken to date. Mr. Pandy noted that the total cost for the steam main repair effort is estimated to be $4,102,740 (which breaks down to $949,600 for O&M and$3,153,140 for capital). There was lengthy discussion relative to efforts to be taken to recover losses associated with this failure. Action: Carried unanimously. NEW BUSINESS None. Board Minutes Page 83 July 25,2000 GENERAL MANAGER'S REMARKS Ottawa Station Redevelopment. Reported that interest in the Ottawa Power Station continues to heighten. He briefed on the various parties who have expressed interest. • Received written proposal for a telecommunications facility plus two restaurants. • Received a letter of interest from CB Richard Ellis/Martin on behalf of a Marriott franchisee who would like to visit the site as a possible location for building a new hotel adjacent to the Ottawa Station. • Received a verbal proposal from a telecommunications firm interested in locating telecom equipment there. This proposal would compete with the written proposal as to the development of the power station. The Mayor's Office has invited BWL staff to a meeting on this proposal set for August 4th • Received a verbal offer from Gregg Hanner of Steiner & Associates to assist the City in seeking HUD or Federal Transportation grant monies to fully develop the project. Staff Attorney Larry Wilhite is taking the lead for BWL negotiations with prospective users. An analysis of what is determined to be the best use for the BWL, the City and the downtown will be provided to the Commissioners in the near future. Mr. Pandy invited input from the Commissioners relative to proposed development suggestions. Commissioner Royal urged caution when negotiating proposals based on a short decision time line or schedule. Nitrogen Oxides (NO,,) Compliance Overview. General Manager Pandy handed out a memo prepared by Nicholas Burwell, Manager of Environmental Services, dated July 20, 2000, regarding compliance with NO,, regulations that are part of the amendments to the Clean Air Act. He noted that Michigan is in a problem situation as are other Midwest states that have been challenged by the Northeast states as to the amount of emissions that occur in Michigan. The Michigan Department of Environmental Quality (MDEQ) has been fighting this at the federal level, but is not doing very well. Russ Harding, MDEQ Director, has indicated he is not optimistic about prevailing in court and is advising industry in the State of Michigan to prepare to meet the May 1, 2003 No, requirements. Compliance options range from technological to administrative, Various vendors have verbally provided varying estimates of how much it will cost the BWL to comply with these potential No,, requirements. Compliance methodologies range from $9 million to as high as $250 million. Staff is staying close to this issue and is exploring alternative solutions. Great Lakes Renewable Energy Fair. The Great Lakes Renewable Energy Association is holding its sixth annual Renewable Energy Fair in Lansing on August 4-6, 2000, at the Page 84 Board Minutes July 25,2000 Riverfront Park and Lansing Community College, The BWL is one of the sponsors of this event. Commissioners were urged to attend. A brochure was handed out. REMARKS BY COMMISSIONERS Commissioner Creamer asked for more information on the Lansing Home Ownership Program and the LISC home improvement program for employees who locate in the City of Lansing. He asked for an overview of program guidelines and its utilization by BWL employees. EXECUTIVE SESSION Moved by Commissioner O'Leary, seconded by Commissioner Royal, that the Board convene in Executive Session to consult with the Staff Attorney regarding a possible settlement of specific pending litigation (6:35 p,m.). Adopted by the following vote: YEAS: Callen, Christian, Creamer, O'Leary, Royal NAYS: None ABSENT: Aquilina and Murray. Note: A Board vacancy exists; appointment confirmation is pending. The Board returned to open session at 6:55 p.m. Motion by Commissioner Christian, seconded by Commissioner O'Leary, to approve the following resolution: #2000-7-6 SETTLEMENT OF EMPLOYMENT CLAIM WHEREAS, the Board of Commissioners is authorized to approve settlement of employment claims; and WHEREAS, the Staff Attorney, with the concurrence of the Director of Human Resources, has recommended that the Board of Water and Light settle the employment claim against it as filed in the Ingham County Circuit Court and docketed as No. 99- 91064-NZ; and WHEREAS, the Board of Commissioners has been advised as to the merits of the Board's legal defenses and the costs associated with defense of this matter through trial. RESOLVED, That the Board of Commissioners authorizes settlement of the above captioned employment claim in the amount as recommended by the Staff Attorney in a Board Minutes Page 85 July 25,2000 confidential letter of July 19, 2000, and that such amount shall be paid in consideration of the release of all claims and resignation from employment by the plaintiff. RESOLVED FURTHER, That the General Manager is authorized to execute all documents related to the settlement of this claim. Action: Carried unanimously. EXCUSED ABSENCES On motion by Commissioner Christian, seconded by Commissioner Callen, that the absences of Commissioners Aquilina and Murray be excused. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. No persons spoke. ADJOURNMENT On motion by Commissioner Callen, seconded by Commissioner Christian, the meeting adjourned by unanimous consent at 6:57 p.m. Is/Mary E. Sova, Secretary Filed July 27, 2000 Marilynn Slade, City Clerk WATER UTILITY RATES Board of Water and Light, Lansmg, Michigan RESIDENTIAL WATER SERVICE RATE NO. 1 Availability-This rate is available to any single-family residence or multifamily dwelling of 4 units or less served by one meter. Monthly Rate-Shall be computed in accordance with the following charges. Basis Service Charge:per customer per month or part thereof: Meter 1/1/01 1/1/02 1/1/03 5/8" $5.55 $5.90 $6.20 3/4" * $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1'/4" or 1'/2" $32.19 $34.22 $35.96 2" $56.61 $60.18 $63.24 Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 * The BWL standard residential installation is a 1"service line with a'/4"meter. The BWL reserves the right,in its sole judgment,to install 5/8"meters on any new service installation when circumstances warrant. Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.10 per ccf billed for each 0.1¢ increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.50 per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity, steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property, or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers taming on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25,2000 Effective: January 1,2001 Board of Water and Light, L-.ising, Michigan GENERAL WATER SERVICE RATE NO.2 Availability-This rate is available to any customer served on the BWL's water system. Service under this rate is not available for resale. Monthly Rate-Shall be computed in accordance with the following charges. Basic Service Charge:per customer per month or part thereof; Meter 1/1/01 1/1/02 1/1/03 5/8" $5.55 $5.90 $6.20 3/4" * $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1'/4"or 1%" $32.19 $34.22 $35.96 2" $56.61 $60.18 $63.24 3" $127.65 $135.70 $142.60 4" $227.55 $241.90 $254.20 6" $511.71 $543.98 $571.64 8" $909.09 $966.42 $1,015.56 10" $1,420.80 $1,510.40 $1,587.20 Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 *The BWL standard residential installation is a 1"service line with a 3/4"meter. The BWL reserves the right, in its sole judgment,to install 518"meters on any new service installation when circumstances warrant. Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.5¢per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals, electricity, steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25,2000 Effecrive: January 1,2001 Board of Water and Light, Lansrng, Michigan WATER SYSTEM CONNECTION FEES RATE NO.3 System Connection Fees-The following schedule of fees shall apply to all new water service connections made to the mains. This fee shall not apply to active services which are being replaced. Service Size Connection to Main 1/1/01 1/1/02 1/1/03 1" or smaller $2,272 $2,405 $2,535 1%a" or 1'/2" $5,068 $5,365 $5,655 2" $8,913 $9,435 $9,945 3" $20,097 $21,275 $22,425 4" $35,825 $37,925 $39,975 6" $80,562 $85,285 $89,895 8"and over $143,124 $151,515 $159,705 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees, or any other charges against the Board's property, or its operation, or the production and/or sale of water, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25, 2000 Effective: January 1,2001 Board of Water and Light, Lansing, Michigan FIRE SERVICE RATE NO.4 Fire Service - A fire service line will be installed to a fine hydrant(s)or a customer's detector check valve in accordance with the schedule of charges for water system connection fees(Rate 3) and the current water service installation charges set forth in the Rules and Regulations for Water Service. The location of the detector check valve shall be determined by the Water Distribution Engineering Department. Fire service lines shall be used for fire protection purposes only. No additional charges will be made for water used for testing and fire purposes. The customer shall maintain the detector check valve and fire protection system connected thereto in good condition in compliance with Section 34-9,Repair and Protection of Equipment, of the Code of the City of Lansing,Michigan. Monthly Fire Service Charge-Water supply and maintenance of a fire service line to a detector check valve shall be provided in accordance with the following schedule of charges: Service Size 1/1/01 1/1/02 1/1/03 4"or smaller $40 $42 $45 6" $90 $95 $100 8" $160 $170 $178 10" or larger $250 $265 $278 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees, franchise fees, or any other charges against the Board's property, or its operation,or the production and/or sale of water, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Char e-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25,2000 Effective: January 1,2001 Board of Water and Light, Lansing, Michigan LAWN SPRINKLING WATER SERVICE RATE NO.5 Availability-This rate is available to any customer seined on the BWL's water system where the meter or service is installed solely for lawn sprinkling. Municipalities having jurisdiction over sewer system rates may designate other uses of water which are subject to this rate. Monthlv Rate-Shall be computed in accordance with the following charges. Basic Service Charge:Billings subject to this rate are not subject to a Basic Service Charge. Commodity Charge: per ccf of water used per month 1/1/01 1/1/02 1/1/03 all ccf $1.34 $1.41 $1.48 Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢ increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.5¢ per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity, steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the Board's property, or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5% of the unpaid balance, excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers taming on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25,2000 Effective: January 1, 2001 Board of Water and Light, ,.LLnsing, Michigan FIRE HYDRANT CHARGES RATE NO. 6 Annual Fire Hydrant Charge- Water Supply and maintenance of a fire service line to a public or private fire hydrant shall be provided in accordance with the following annual schedule of charges: 1/1/01 1/1/02 1/1/03 All Hydrants $305 $320 $336 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees, franchise fees,or any other charges against the Board's property,or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: July 25, 2000 Effective: January 1,2001 ELECTRIC UTILITY RATES Board of Water and Light,Lansing,L_,chigan RESIDENTIAL ELECTRIC SERVICE RATE NO. 1 Availability-This rate is available to any single-family or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through one meter. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single-family or multifamily dwelling unit of 4 units or less when a portion of the dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate - Shall be computed in accordance with the following charges: 1/1/01 1/1/02 1/1/03 Basic Service Charge $3.50 $4.00 $4.25 per customer per month Commodity Charge Suminer Billing Months of June through October $.0580 $.0600 $.06300 per kWh for the first 500 kWh $.0620 $.0641 $.0673 per kWh for all over 500 kWh Winter Billing Months of November through May $.0580 $.0600 $.06300 per kWh for the first 500 kWh $.0603 $.0624 $.0656 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Enemy Cost Adiustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees,or any other charges against the Board of Water and Light(BWL)property,or its operation,or the production and/or sale of electric energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Pavment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7,00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Auxiliary Power Provision-Domestic customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customer's generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of $.022/kWh delivered. Customers selling energy to the BWL shall pay a charge of$6.40 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations - Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:July 25,2000 Effective: January 1,2001 Board of Water and Light,Lansinb,Michigan GENERAL ELECTRIC SERVICE RATE NO.3 Availability-This rate is available to any customer desiring secondary voltage service for any purpose when supplied at one point of delivery through one meter. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for emergency or standby service. Nature of Service-The service is alternating current, 60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 1/1/O1 1/1/02 1/1/03 Basic Service Charge $10 $12 $15 per customer per month Commodity Charge Summer Billing Months of June through October $.069 $.0710 $.0740 per kWh Winter Billing Months of November through May $.0664 $.0683 $.0712 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees,or any other charges against the BWL property, or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Metering=-Where the BWL elects to measure the service on the primary side of the transformers,the metered kWh thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter,the consumption as registered by the different meters will not be combined for billing purposes,but will be computed and billed separately. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Auxiliary Power Provision-Customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customer's generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of$.022/kWh delivered. Customers selling energy to the BWL shall pay a charge of$12.46$25.00 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:July 25,2000 Effective:January 1,2001 Board of Water and Light,Lansing, viichigan LARGE GENERAL ELECTRIC SERVICE RATE NO.4 Availability-This rate is available to any customer desiring secondary voltage for any purpose when the electrical requirements are supplied at one point of delivery through one metering installation and the billing demand is 15 kW or more. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for standby or emergency services. Nature of Service-The service is alternating current,60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 1/1/01 1/1/02 1/1/03 Basic Service Charge $30 $30 $32 per customer per month Capacity Charge $8.60 $8.60 $8.75 Per kW for all kW of Maximum Demand Commodity Charge Summer Billing Months of June through October $.0361 $.0383 $.0394 per kWh Winter Billing Months of November through May $.0330 $.0350 $.0360 per kWh Reactive Power Charge $0.008 per kvarh in excess of 50%of total kWh. The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with BWL Rules and Regulations regarding power factor. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand-The billing demand shall be the kW supplied during the 15-minute period of maximum use during the month. Metering-Where the BWL elects to measure the service on the primary side of the transformer,the metered kW and kWh quantities thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one metering installation,the consumption as registered by the different metering installations will not be combined for billing purposes,but will be computed and billed separately. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:July 25,2000 Effective:January 1,2001 Board of Water and Light,Lansint,,Michigan PRIMARY ELECTRIC SERVICE RATE NO. 5 Availability-This rate is available to any customer desiring primary voltage service when the electrical requirements are supplied at one point of delivery through one metering installation (except as provided below for Multiple Delivery Point Aggregation)and the billing demand is 100 kW or more. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current, 60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges: 1/1/O1 1/1/02 1/1/03 Basic Service Charge $75.00 $75.00 $80.00 Capacity Charge $7.00 per customer per month $7.00 $7.10 Per kW for all kW of On-Peak Billing Demand,plus $2.30 $2.30 $2.35 Per kW for all kW of Maximum Demand Commodity Charge Summer Billing Months of June through October $0.0315 $0.0336 $0.0347 Per kWh for all kWh during the On-Peak Period,plus $0.0277 $0.0286 $0.0313 Per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0,0300 $0.0320 $0.0330 per kWh for all kWh during the On-Peak Period,plus $0.0277 $0.0286 $0.0313 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 per kvarh in excess of 50%of total kWh The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with B WL Rules and Regulations regarding power factor. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the Board's property, or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Bfflin2 Demand On-Peak Billing Demand: The On-Peale Billing Demand shall be the kW supplied during the 15-minute period of maximum use during the On-Peale Period during the month. Maximum Demand: The Maximum Demand shall be the kW supplied during the 15-minute period of maximum use during the month whether on-peak or off-peak. Schedule of on eak and off- eak eriods-The On-Peak Period shall be from 10:00 a.m, until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peale Period. Adopted: July 25,2000 Effective:January 1,2001 Board of Water and Light,Lansing, Lviichigan PRIMARY ELECTRIC SERVICE RATE NO.5 Multiple Delivery Point Aggregation-The 15-minute period demands of multiple delivery points of a customer may be summed for determination of the total On-Peal(Billing Demand under the following conditions: (a)the Maximum Demand at each delivery point must equal or exceed 100 kW;(b)the total On-Peal(Billing Demand shall not be less than 4,000 kW; and(c)the customer shall agree to a service contract with the BWL for the customer's full electrical service requirements at the aggregated delivery points for a period of not less than five(5)years. Aggregation shall be applicable for determination of the On-Peak Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand, shall apply to each delivery point independently. Metering-When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3% for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter installation, consumption as registered by the different meter installations will not be combined for billing purposes,but will be billed and computed separately except as provided for in Multiple Delivery Point Aggregation. Equipment Supplied by Customer-The customer shall be responsible for fumishing,installing and maintaining all necessary transforming,controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: July 25,2000 Effective:January 1,2001 Board of Water and Light,Lansink,Michigan MUNICIPAL WATER PUMPING ELECTRIC SERVICE RATE NO. 7 Avai�labilih -This rate is available to any political subdivision or agency of the State of Michigan desiring service for potable water pumping and associated potable water production equipment when the entire electrical requirements are supplied at one point of delivery through one meter. This rate is not available for emergency,standby,or auxiliary service. Nature of Service-The service is alternating current,60 hertz,three phase. The secondary or primary voltage is determined by the BWL. Monthly Rate-Shall be computed in accordance with the following charges. ]/1/Ol 1/1/02 1/1/03 Basic Service Charge $10.00 $10.00 $10.00 Per customer per month Commodity Charge $.0520 $.0540 $.0560 Per kWh Minimum BHI-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adiustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Metering-Where the BWL elects to measure the service on the primary side of the transformers serving the customer, the metered kWh thus measured will be reduced 3%for billing purposes to adjust for transformer losses. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:July 25,2000 Effective: January 1,2001 Board of Water and Light,Lansing,.,Lichigan LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 Availability-This rate is available to any customer desiring primary voltage service when:(a)the electrical requirements are supplied at one or more points of delivery as provided below for Multiple Delivery Point Aggregation; (b)where the total On-Peak Billing Demand is 25,000 kW or more;and(c)the customer agrees to a service contract with the BWL for the customer's full electrical service requirements at the applicable delivery points for a period of not less than ten(10) years. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current,60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges: Basic Service Charge $250.00 per delivery point per month Capacity Charge $8.00 per kW for all kW of On-Peak Billing Demand,plus $1.50 per kW for all kW of Maximum Demand Commodity Charge Summer Billing Months of June through October $0.0300 per kWh for all kWh during the On-Peak Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0,0288 per kWh for all kWh during the On-Peale Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 Per k varh in excess of 50%of total kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. EnerjZy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand On-Peak Billing Demand: The On-Peale Billing Demand shall be the total kW supplied to all applicable delivery points during the 15-minute period of maximum use during the On-Peak Period during the month. (See Multiple Delivery Point Aggregation.) Maximum Demand: The Maximum Demand for each delivery point shall be the kW supplied during the 15- minute period of maximum use during the month whether on-peak or off-peak. Adopted: 7/29/97 Effective:9/1/97 Board of Water and Light, Lansinr,,Michigan LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 Schedule of on-peak and off-peak Periods-The On-Peale Period shall be from 10:00 a.m, until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peale Period. Multiple Delivery Point Ag regation-The 15-minute period demands of multiple delivery points of a customer shall be summed for determination of the total On-Peak Billing Demand under the following conditions: (a)the Maximum Demand determined at each delivery point must equal or exceed 1,000 kW; and(b)the total On-Peale Billing Demand shall not be less than 25,000 kW. Aggregation shall be applicable for determination of the On-Peale Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand, shall apply to each delivery point independently. Meterin -When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter installation,consumption as registered by the different meter installations will not be combined for billing purposes, but will be billed and computed separately except as provided for Multiple Delivery Point Aggregation. Equipment Supplied by Customer-The customer shall be responsible for furnishing,installing and maintaining all necessary transforming, controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5% of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:7/29/97 Effective: 9/1/97 Board of Water and Light,Lansing,.riichigan OUTDOOR LIGHTING SERVICE RATE NO. 9 Availability-This rate is available to any customer located within the Board of Water and Light(BWL) service area for dusk to dawn lighting of customer's premises. The BWL furnishes and maintains all lights. The installation will overhang private property from existing or new poles set at points accessible to BWL constriction and maintenance equipment. This rate is not available for purposes of street,highway, or public thoroughfare lighting. Monthly Rate-Shall be computed in accordance with the following charges. Luminaires on Overhead Mast Arm on existing BWL poles High Pressure Sodium 1/1/01 1/1/02 1/1/03 100 W $8.39 $8.78 $9.04 250 W $14.15 $14.80 $15.24 400 W $15.13 $15.83 $16.30 Mercury Vapor' 175 W $8.80 $9.21 $9.48 400 W $15.13 $15.83 $16.30 Floodlighting Luminaires on Bracket Arm on existing BWL poles High Pressure Sodium 100 W $11.99 $12.54 $12.91 250 W $15.03 $15.72 $16.18 400 W $17.60 $18.41 $18.95 Metal Halide 400 W $21.87 $22.88 $23.55 1000 W $37.82 $39.57 $40.73 1500 W $52.49 $54.92 $56.53 In the event additional facilities or rearrangement of existing facilities is required, the BWL shall install, operate and maintain such facilities for the following monthly charges. Type of Facilities 1/1/01 1/1/02 1/1/03 35-foot wood poles including span of overhead $6.14 $8.98 $11.62 Per pole secondary extension 37-foot concrete pole including span of overhead $14.60 $16.52 $17.01 Per pole secondary extension Other facilities,hand set poles,or rearrangement 1.67%of est. cost of existing facilities Adopted: July 25, 2000 Effective: January 1, 2001 Board of Water and Light,Lansii,,,Michigan OUTDOOR LIGHTING SERVICE RATE NO.9 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the Board's property, or its operation, or the production and/or sale of electrical energy, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Service Contract-A written service agreement shall be entered into to take BWL service for a term of years determined as follows: (a) One year, if additional facilities are not required, or (b) Three years,if additional facilities are required (c) Five years,for metal halide lamps or if monthly charges calculated at 1,67%of estimated cost, (d) Ten years,if special contractual arrangements are made. In the event the customer discontinues service before the end of the agreement term, the established rate for the remaining portion of the agreement shall immediately become due and payable. The BWL will replace lamps or make repairs when practicable after the customer has reported that the installation requires servicing. Such replacements and repairs will be made during regular working hours. The BWL may refuse or restrict the service provided in this rate to seasonal type customers and/or may require such customers to pay for the service annually in advance where the pernianency of the customer is doubtfiil or has not been demonstrated by the customer. If relocation, including adjustment, of the outdoor protective light or relocation of other facilities used in connection with the light is desired by the customer during the term of the contract, the BWL will provide this service,if feasible, at the customer's expense. Adopted: July 25, 2000 Effective: January 1, 2001 Board of Water and Light,Lansing,_._,chigan TRAFFIC LIGHT SERVICE RATE NO. 11 Availability-This rate is available to any political subdivision or agency of the State of Michigan desiring unmetered secondary service for operating traffic lights installed on streets or highways for traffic control and guidance. Nature of Service-The service is alternating current, 60 hertz,single phase, 120/240 nominal volts Monthly Rate- Shall be computed in accordance with the following charges. 1/1/01 1/1/02 1/1/03 Basic Service Charge $1.65 $1.80 $2.00 Per customer per month Commodity Charge $.0276 $.0293 $.0310 Per watt of active load per month The actual labor,material,miscellaneous and indirect charges experienced maintaining and relamping traffic signals during the preceding month. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Determination of Active Load-The active load of flasher lamps or cyclically operated traffic control lamps shall be 50% of total wattage of all lamps used during one complete cycle of operation. The active load of continuous,non-intermittent steady burning lamps shall be 100%of the total wattage of all lamps used. Delayed Payment Charge-A delayed payment charge of 5% of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: July 25, 2000 Effective:January 1,2001 Board of Water and Light, Lansit,s,Michigan SPACE CONDITIONING AND ELECTRIC WATER HEATING SERVICE RATE NO. 12 Availability-This rate is available to any customer desiring service for commercial/industrial space conditioning and/or electric water heating furnished through a separate meter to which no other electrical device except electric space heating, electric air conditioning,humidity control equipment or electric water heating equipment may be connected. Electric space heating will be considered to include heating by light system provided the primary means of space heating at the time of maximum heating requirements will be furnished by the lighting system with the balance of the heating requirements furnished by supplementary electric heating equipment. This rate is not available to new applications for heat for light systems received after March 1, 1979. This rate is not applicable to the use of electricity for electric air conditioning unless the customer has permanently installed electric space heating equipment and uses it as the principal source of space heating,or to the use of electricity for occasional or seasonal substitute for another method of water heating. Nature of Service-The service is alternating current,60 hertz, single phase at Board of Water and Light(BWL)available secondary voltage. Three phase service will be furnished at BWL option. Monthly Rate-Shall be computed in accordance with the following charges. 1/1/01 1/1/02 1/1/03 Basic Service Charge $20.00 $20.00 $20.00 Commodity Charge Summer Billing Months of June through October $.0797 $.0822 $.0848 per kWh Winter Billing Months of November through May $.0495 $.0511 $.0526 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Eneru Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bill shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:July 25, 2000 Effective: January 1,2001 Board of Water and Light,Lansing,.—ichigan RESIDENTIAL ELECTRIC SERVICE, SENIOR CITIZEN RATE NO.21 Availability-This rate is available to any single family or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through the same meter. The customer must be 65 years of age and head of the household being served. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single family or multifamily dwelling of 4 units or less unit when a portion of the residence or dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Customers taking service under this rate shall provide evidence of age and contract with the Board of Water and Light (BWL)to remain on this rate for at least twelve(12)months. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate--Shall be computed in accordance with the following charges. 1/1/01 1/1/02 1/1/03 Basic Service Charge $3,50 $4.00 $4.25 Commodity Charge $.0405 $,0429 $.0455 per kWh for the first 300 kWh $.0683 $.0724 $,0768 per kWh for the next 200 kWh $.0917 $,0971 $.1030 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: July 25,2000 Effective:January 1,2001 Board of Water and Light,Lansing,Michigan STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system with secondary voltage available. Luminaires may be installed with no limitations as to spacing between luminaires. Where an overhead line extension is required to serve one or more luminaires,the BWL will famish 350 linear feet of line extension per luminaire served from such extension. A special agreement will be required if more than 350 linear feet of line extension per lunrinaire is required. Nature of Service-The BWL will furnish,install, own, operate, and maintain all equipment comprising the street lighting system, and supply the unmetered energy. The BWL reserves the right to famish service from either a series or multiple system or both. Annual Rate- Me annual rate per lununaire with fixture and setting,payable in twelve(12)monthly installments, shall be as follows; High Pressure Sodium Luminair 1/1/01 1/1/02 1/1/03 70 W $64 $66 $68 100 W $73 $75 $77 150 W $83 $86 $89 250 W $103 $106 $109 400 W $131 $135 $139 1000 W $266 $275 $284 Mercury Vapor Luminaire' 100 W $69 $71 $73 175 W $81 $84 $87 250 W $96 $99 $102 400 W $123 $127 $131 1000 W $233 $241 $249 Metal Halide Luminaire 175 W $142 $147 $152 250 W $163 $168 $173 400 W $165 $170 $175 1000 W $320 $330 $340 1500 W $489 $505 $521 Induction Luminaire 85 W $69 $71 $73 165 W $82 $85 $88 Adopted:July 25,2000 Effective: January 1,2001 'Rates apply to existing luminaires onlv and are not oven to new husine.cs exrenr where the RWT elprtc nt flip—cf—r Board of Water and Light,Lansing,michigan STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Annual Rate(continued) plus an additional annual charge, depending on type of installation, of: 1/1/01 1/1/02 1/1/03 Wood Pole—Overhead Service None None None Wood Pole—Underground Service $75 $77 $79 Concrete Pole—Overhead Service $116 $120 $124 Concrete Pole—Underground Service $116 $120 $124 Post Top $75 $77 $79 Historic—Single Top $241 $249 $257 Large Historic—Dual Top $706 $729 $752 Small Historic—Dual Top $503 $519 $535 Wall/Tunnel—8760 hours $103 $106 $109 Wall/Tunnel—4200 hours $62 $64 S66 Bollard $239 $247 $255 Customer Contribution -The annual rates are based on fixtures normally stocked by the BWL, and installed utilizing normal construction techniques. The BWL may, at its option,upon customer request install a street lighting system not covered by the rates below. The customer, after installation, will be required to make a one time contribution equal to the difference between the actual installed cost and the BWL estimated installed cost of a standard installation. The annual unit charge for each luminaire will then be as stated below. Unit Replacement-The BWL may, at its option,upon customer request replace existing street light units. After installation,the customer shall make a one time contribution equal to the undepreciated value of the unit plus the cost of removal. Special Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges, contributions in aid of construction, term or other special considerations when the customer requests service, equipment or facilities not normally provided under this rate. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees,or any other charges against the BWL property, or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: July 25,2000 Effective: January 1, 2001 Board of Water and Light,Lansing,ivlichigan STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system available. Nature of Service-The BWL will connect the customer's equipment to BWL lines,furnish the control equipment, supply the unmetered energy, control the burning hours of the lamps,provide normal replacement of luminaire refractors,control devices and lamps. The customer will furnish,install and own all equipment comprising the street lighting system,including,but not limited to the overhead wires or underground cables between luminaires and the supply circuits extending to the point of attachment with the BWL . All maintenance and replacement of the customer's equipment except normal lamp and glass replacement shall be paid by the customer. The BWL reserves the right to furnish service from either a series or multiple system or both. Annual Rate-The annual rate per luminaire,payable in twelve(12) monthly installments,shall be as follows: High Pressure Sodium Luminaire 1/1/01 1/1/02 1/1/03 70 W $33 $34 $35 100 W $43 $44 $45 150 W $52 $54 $56 250 W $72 $74 $76 400 W $101 $104 $107 1000 W $237 $245 $253 Mercury Vapor Luminaire' 175 W $48 $50 $52 250 W $65 $67 $69 400 W $91 $94 $97 1000 W $202 $209 $216 Incandescent Luminaire2 2500 L $68 $70 $72 4000 L $108 $111 $114 6000 L $130 $134 $138 Maintenance Charge-The actual labor,material,miscellaneous and indirect charges experienced maintaining street light units during the preceding month. Combined Rates -The annual rate for units consisting of more than one luminaire shall be the appropriate combination of individual unit charges above. Adopted: July 25,2000 Effective:January 1, 2001 'Rates apply to existing luminaires only and are not open to new business except where the BWL elects, at the customer's request,to install additional luminaires within an area already served by a mercury vapor liahtinQ system. Board of Water and Light,Lansing,iviichigan STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Special Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges, contributions in aid of construction,term or other special considerations when the customer requests service, equipment or facilities not normally provided under this rate. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the BWL property, or its operation, or the production and/or sale of electrical energy, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: July 25, 2000 Effective:January 1,2001 Board of Water and Light,Lansing,lvlichigan ECONOMIC DEVELOPMENT RIDER Purpose-The primary purpose of this rider is to enhance economic development in the Board of Water and Light (BWL)service area. It will be offered to customers when, in the utility's judgment, the availability of the rider is a major factor for the customer locating or expanding its operations and when the rider will result in a net benefit to the BWL and its customers. Availability-This rider is available to industrial customers on Large General Electric Service Rate No. 4 or Primary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8. For purposes of this rider, an industrial customer is defined as any business that manufactures a product for sale or research and development. This would include usage for facilities directly associated with and on the same premises as the manufacturing business such as offices and warehouses. A customer desiring service under this rider must contract for such service on or before December 31, 2003. This rate will be available for a period of five years from the date of the contract. All provisions of this rider are the same as the principal service rate with the following exceptions: New Customer-A new customer is a new industrial customer taking service on or after January 1, 1991, where the new load results in 100 kW or more of billing demand. Existing Customer-An existing customer is an existing industrial customer who contracts for a bona fide increase in connected load resulting in an increase of 100 kW, or 10% of their historical billing demand, whichever is greater, or more of billing demand on or after January 1, 1991. Monthly Rate Capacity Charge: A percentage of the capacity charge included in the principal service rate, less credits, as follows: Contract Year % 1 50% 2 60% 3 70% 4 80% 5 90% Contracted Historical Billing Demand-An existing customer's contracted historical billing demand will be the average of the three highest registered demands, including metering adjustments, during the twelve (12) month period prior to the contract or as established by mutual consent. The contracted historical billing demand shall be subject to the 60%provision during the contract period. The BWL reserves the right to establish a contracted historical billing demand for all customers with duplicate or replacement operations within the BWL service area. Billing Demand-For a new customer, the entire billing demand shall be subject to the capacity charge in this rider and shall never be less than 100 kW or subject to the 60% provision. For an existing customer, or a new customer with an established contracted historical billing demand, the contracted historical billing demand shall be billed at the capacity charge in the customer's principal service rate. Only the billing demand in excess of the contracted historical billing demand shall be billed at the capacity charge in this rider and shall not be subject to the 60% provision. Minimum Charge-A new customer shall have a minimum billing demand of 100 kW. A customer, with an established contracted historical billing demand, shall have a minimum billing demand equal to 60% of the contracted historical billing demand. Adopted: July 25, 2000 Effective: January 1, 2001 Board of Water and Light,Lansing, ,yiichigan ENERGY COST ADJUSTMENT The Energy Cost Adjustment permits the monthly adjustment of rates for the costs of energy incurred in supplying electricity to retail customers. All residential and general service rates are subject to the Energy Cost Adjustment. In applying the Energy Cost Adjustment the applicable rate per kWh shall be increased or decreased by the amount of the current Energy Cost Adjustment. The following definitions and procedures will be followed in calculating the monthly Energy Cost Adjustment. Definitions Energy Cost Adjustment-the amount per kWh by which the applicable rates shall be adjusted for billing in each month. Energy Costs-those costs incurred in supplying retail electricity. Such costs include fuel burned, energy costs associated with firm power purchases,net interchange power costs,and costs associated with other temporary power transactions. The cost of fuel burned shall include the delivered cost of fuel(base cost, escalations, premiums/penalties,transportation, demurrage), outside lab fees and other outside costs related to fuel procurement, and fuel additives such as freeze proofing. Over/Under Recovery-the difference between actual Energy Costs for prior months and the amount of energy cost recovered by means of the Base Cost of Energy and the Energy Cost Adjustment. The Over/Under Recovery shall be added to the Energy Costs for purposes of computing the Energy Cost Adjustment for each month. Base Cost of Energy-the average Energy Cost included in the energy rates of the various rate schedules. Such amount shall not be recovered by means of the Energy Cost Adjustment. The current Base Cost of Energy is $0.017921 per kWh sold, Procedures Estimated Energy Cost shall be projected for a twelve-month period, Any amount of Over/Under Recovery (positive or negative) shall be added to the Energy Cost to determine the total cost basis for the Energy Cost Adjustment. The total cost basis shall be divided by the projected total retail billed sales for the twelve-month period resulting in the average energy cost per kWh. The Base Cost of Energy shall be subtracted from the average energy cost to result in the Energy Cost Adjustment. The Energy Cost Adjustment shall be reviewed and, as necessary,revised periodically in accordance with the provisions of this schedule,but not less frequently than every twelve months. Effective February 2, 1999, through February 2,2003,the Energy Cost Adjustment is frozen at$0,001000 per kWh. Thus,the total cost of fuel and purchased power charged to customers is set at$0,018921 per kWh(Base 0.017921 +ECA 0.001000). Adopted: 1/26/99 Effective: 2/l/99 Board of Water and Light,Lansing,Michigan SCHEDULED CURTAILMENT/INTERRUPTIBLE SERVICE RIDER Availability-This rider is available to customers on Priinary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8 and any applicable future primary or transmission service rate approved by the commissioners. A customer desiring service under this rider must contract to curtail or interrupt its demand by 1,000 kW or more, upon notice by the Board of Water and Light(BWL). The amount of curtailable or interruptible demand subject to this rider may be limited by the Commissioners in total and by customer. Conditions of Curtailment/Interruption-The Commissioners may determine the total kW demand subject to this rider. The General Manager has authorization to negotiate with qualifying customers as to the following teens and conditions of this rider; [1]the customer kW demand subject to interruption or curtailment, [2]metering requirements, [3]the duration of any intenuption or curtailment, [4] the notice period, and, [5]buy through provisions(if any). The contract with the customer will contain the conditions under which the BWL will require curtailment or interruption. Any reduced rate available will include some contribution to fixed costs and depend upon the customer's individual circumstances. The customer agrees to pay$50 per kW for the highest 15-minute kW demand created during the curtailed or interrupted period plus replacement energy out of pocket cost plus 10%should the customer choose not to curtail or interrupt electric load. Definitions Curtailed load-The customer agrees to reduce electric load upon notice from the BWL. Intemipted load-The customer agrees to receive no electricity upon notice from the BWL. Adopted:December 14, 1999 Effective:January 1,2000 STEAM UTILITY RATES Board of Water and Light, Lansing, Michigan GENERAL STEAM SERVICE RATE NO. 1 Availability-This rate is available to any customer receiving service from the Board of Water and Light(BWL)steam distribution system with a maximum gauge pressure of fifteen pounds per square inch(15 psi). Steam services at gauge pressures above 15 psi but not exceeding 100 psi,when available,may be supplied at the option of the BWL or upon request by the customer. Nature of Service'-Saturated steam up to a maximum gauge pressure of 15 psi except as indicated above. Monthly Rate 1/1/01 1/1/02 1/1/03 Basic Service Charge $5.00 $6.00 $7.00 per customer per month Commodity Charge Billing Months of June through November $6.55 $6.75 $6.95 per 1000 lbs. for the first 200,000 lbs. $6.90 $7.15 $7.35 per 1000 lbs, for all 1000 lbs. over 200,000 lbs. Billing Months of December through May $6.65 $6.85 $7.05 per 1000 lbs for the first 200,000 lbs. $7.00 $7.25 $7.45 per 1000 lbs. for all 1000 lbs. over 200.000 lbs. Surcharize-A surcharge of ten(10)percent shall be added to the above rates for steam service supplied upon customer's request for service at gauge pressure above 15 psi but not exceeding 100 psi. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16(30.0016) cents per thousand pounds of steam billed for each full 0.1 ($0.001) cent or fraction thereof increase or decrease in the average delivered cost of fuel buried monthly above or below 168.3 ($1.683) cents per million Btu. (A fraction of 0.05($0.0005) cents or less will not be considered a full 0.1 ($0.001)cent; a fraction of 0.06($0.0006) cents or greater will be considered a full 0.1 ($0.001)cent.) The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-The amine treatment adjustment allows for the monthly adjustment of rates to reflect the actual cost incurred due to amine feed. The factor shall be applied to each 1000 pounds (lbs)billed. The factor shall consist of 1.124 times the weighted average amine cost per 1000 lbs treated during the previous month. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees, or any other charges against the BWL's property, or its operation, or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The Basic Service Charge included in the rate except that Special Minimum Charges shall be billed when the revenue received does not adequately compensate the BWL for the cost of furnishing service. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Reconnect Charge-A reconnect charge of$25.00 shall be added to any account which discontinues and reconnects service at the same address within a twelve(12)month period. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted: July 25, 2000 Effective: January 1,2001 Board of Water and Light, Lansing, Michigan INDUSTRIAL STEAM SERVICE RATE NO.2 Availability:This rate is available to any customer engaged in mining or manufacturing and receiving steam at any BWL plant wall at a minimum gauge pressure of 250 psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. Monthly Rate: Demand Charge: $0.80 per pound per hour(lb/hi)for all lb/hrs of contract demand. $0.70 per pound per hour(lb/hr) for all lb/hrs exceeding contract demand Commodity Charge: $3.88 per thousand pounds(Mlb) Fuel Cost Adjustment: The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. [A fraction of 0.05 ($0.0005)cents or less will not be considered a full 0.1 ($0,001) cent; a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.] The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Minimum Char e: Monthly Demand Charge above. Tax Adjustment: Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees, or any other charges against the BWL's property. or its operation, or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand: The billing demand is the maximum demand(lb/lu-s) supplied during the 15 minute period of maximum use during the month,but not less than the contract demand. Delayed Payment Charge: A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations: Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted: December 20, 1994 Effective January 13, 1995 Board of Water and Light, Lansing, Michigan GENERAL STEAM SERVICE RATE NO.3 Availability-This rate is available to any customer receiving service from the Board of Water and Light(BWL)steam transmission or distribution system with a gauge pressure in excess of 100 psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. This service may include both firm and curtailable service. Monthly Rate -Per contract terms. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16(50.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001) cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. (A fraction of 0.05 ($0,0005) cents or less will not be considered a full 0.1 ($0.001) cent;a fraction of 0,06($0.0006) cents or greater will be considered a full 0.1 ($0.001)cent.) The price per mullion Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-Per contract terms. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the BWL's property, or its operation, or the production and/or sale of steam, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Char e-Per contract terms. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date, Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference,unless superceded by the terms and conditions of the customer contract. Adopted: July 30, 1996 Effective:August 15, 1994 Board of Water and Light, Lansing, Michigan GENERAL CHILLED WATER SERVICE RATE NO.4 Availability—this rate is available to any customer desiring service from the Board of Water and Light(BWL)district cooling system. Service will be provided upon the customer entering into a contract with the BWL. The contract will govern the customer's contract demand and terms and conditions of service, which may vary due to customer requirements and the impact on BWL facilities. This rate is not available for standby or emergency service. Monthly—Shall be computed in accordance with the following charges: Capacity Charge: $40.64 per ton for all tons of billing demand less than or equal to 105% of the contract demand, and$56.90 per ton for all tons of billing demand exceeding 105% of the contract demand. Commodity Charge: $0,115 per ton-hr Tax Adjustment—Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the BWL's property, or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Monthly Charge—The capacity charge included in the rate. Billing Demand—The billing demand shall be the maximum demand(tons)supplied during the 15-minute period of maximum use,but not less than 85% of the contract demand. The General Manager is authorized to waive billing demand in excess of 105%of the contract demand where such billing demand is incurred is the result of emergency conditions on a customer's system and such emergency condition is caused by equipment or piping failure and the BWL concurs in the existence of an emergency condition. Temperature Factor Adjustment—During the months of May through October;if the customer's return water temperature is below 57 degrees Fahrenheit(F),the customer's commodity charge will be increased by 2.0%for either; (1) each degree Fahrenheit the customer's supply and return water-temperature differential is less than 15°F or, (2) each degree Fahrenheit the customer's return water temperature is below 57'F,whichever is less. The General Manager is authorized to waive the application of the Temperature Factor Adjustment where warranted in cases of customer hardship where such hardship is caused by facilities constructed prior to the BWL's District Cooling System. Metering—All services using chilled water from the BWL chilled water system shall be metered. The BWL shall,through consultation with the customer, determine the form in which the commodity shall be metered. Delayed Payment Charge—A delayed payment charge of 5% of the unpaid balance, excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations—Service under this rate is subject to the BWL Rules and Regulations for Chilled Water Service that are incorporated herein by this reference. Adopted: July 25,2000 Effective: January 1,2001 Page 56 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT / . Tuesday, June 27, 2000 The Board of Commissioners met in rescheduled regular session at 5:00 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow. Absent: None. The Secretary declared a quorum present. All said the Pledge of Allegiance, APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Murray, to approve the minutes of regular session held May 23, 2000. Carried unanimously. SPECIAL PRESENTATION Representatives from the development firm of Steiner & Associates, commissioned by the Board of Water and Light to conduct a market analysis and perform design work for the redevelopment of the Ottawa Street Power Station, were present to brief the Board on their findings. General Manager Pandy introduced Yaromir Steiner, Chief Executive of Steiner & Associates and Gregg Hanner, Vice President of Development, Steiner & Associates. Mr. Steiner presented an executive summary of their analysis for an urban leisure-time and retail/entertainment project at the Ottawa Street Power Station. He reported that the project would combine a total of over 384,000 square feet of physical area with the possibility of a 100-200-room hotel. Land for the project would encompass the Ottawa Street Power Station and adjacent property north of the complex to the Shiawassee Street Bridge. The $60 million project would incorporate: • Multiplex theaters, up to 16 screens • Arcade games and entertainment • Live entertainment Board Minutes Page 57 June 27,2000 • Themed restaurants • Unique-to-the market retail • Fitness club • Offices It was noted that a limited-service hotel involves another phase of the project and is not included in the $60 million project. The project would require a community investment of$25 million, mostly from local, state and federal government grants. Mr. Steiner responded to questions pertaining to risk, cost and design issues. The Commissioners were provided with a copy of the comprehensive study for in depth review and future discussion. Commissioners Aquilina and Creamer arrived at 5:23 p.m. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Larry Steckelberg from the staff of State Senator Dianne Byrum thanked the Board for making an investment in electric utility expertise provided to the Senator as legislation to restructure the State's electric industry was being debated over the last few years. He acknowledged services offered by Assistant General Manager Bill Cook and John Davis of Noble Kheder& Associates. Mr. Steckelberg noted that the BWL is in a unique position of being a sizeable municipal utility that self generates, with a lot of exposure in physical plant and investment that would be stranded if it found itself in the wrong position in any legislation. He urged the Board to continue to invest in that expertise as deregulation activity moves ahead, and as newly elected legislators come on board with limited knowledge about municipal utility needs. BWL employee Kathy Gorman expressed concerns with the proposed compensation plan for non-bargaining unit employees. She explained how her current base pay would be frozen due to the proposed market-based plan and the market pay rate for her job classification. Ms. Gorman told the Board that she appealed her designated classification, but it was denied. Ms. Gorman noted that there are some employees who are very dissatisfied with what is happening to them as a result of the proposed compensation plan. Commissioner Christian arrived at 5:40 p.na. BWL employee Richard Taylor commented that he delivered a packet of information to each Commissioner with a complete copy of the William M. Mercer Report, which he requested under the Freedom of Information Act. He made reference to his letter of June 25, 2000, which provides a summary of past activities pertaining to the compensation Page 58 Board Minutes June 27,2000 plan. He pointed out differences between the Dorey, Reagan report and the William M. Mercer report. He noted that there are several job categories in the Mercer report, which are not included in the Dorey, Reagan report. Also, he stated his belief that Dorey, Reagan & Associates did not conduct a comprehensive pay review. He questioned how payments to Dorey, Reagan& Associates were authorized and if payments have exceeded the amount of$111,950, approved by the Board (Res.#2000-1-4). COMMUNICATIONS Three letters from anonymous BWL employees in opposition to the proposed new compensation plan for non-bargaining unit employees. Letters from Board of Water and Light employees Steve Brennan, Tom Foster, Richard Peffley, George Podany, Randall Roost, and Robert Van Ells in support of the proposed compensation plan. Letter from Board of Water and Light employee, John Rossi, expressing concerns with the proposed compensation plan. Letter and attachments from Board of Water and Light employee Richard Taylor with comments about the William Mercer, Inc. report and concerns with the proposed compensation plan. Motion by Commissioner Christian, seconded by Commissioner Murray to receive and place the employee communications on file. Action: Carried unanimously. REPORTS OF COMMITTEES #2000-6-1 PERSONNEL COMMITTEE REPORT The Personnel Committee met on June 22, 2000, to review the BWL's new pay plan for non-bargaining unit employees, recommended by management. Committee Members present were: Commissioners O'Leary, Christian, Royal and Werbelow. Others present were Commissioners Callen and Creamer. At the last Board meeting held May 23, 2000, a resolution to adopt the new compensation plan fell one vote short of the majority of serving Commissioners needed to approve the action. With two Commissioners having been absent, it was determined that it would be appropriate to review and respond to issues raised at the last Board meeting. Board Minutes Page 59 June 27,2000 Linda Gardner, Director of Human Resources, outlined the objectives of the new non- bargaining unit compensation system: • Designed to pay salaries that are competitive with those of comparable utilities for positions of similar responsibility; and • Relate salaries directly to measured job performance; and • Administer salaries within the BWL on a consistent basis; and • Attract, retain, and develop qualified employees who can help the BVVL achieve its mission; and • Provide a framework for assigning positions to salary ranges on a fair and consistent basis; and • Establish and maintain salary ranges that are competitive in the marketplace; and • Ensure the performance expectations and assessments are discussed regularly with employees; and • Support the planning and budgeting process; and • Ensure that salary-related decisions are made without regard to race, religion, color, age, handicap, gender, national origin, or other discriminatory factors. Ms. Gardner provided a summary of what has changed since the Base Pay Management System was first brought to the Board. • All non-bargaining unit employees hired before July 1, 2000, will have their base pay capped at 10% above the market rate, and • The appeals date was extended and all appeals have been addressed; and • Roth IRA's are being offered, in addition to the current 457 and 401A pension options, to employees to invest their variable pay monies toward retirement as a post-tax option. The Performance Evaluation Plan was developed because of the need to replace the previous performance appraisal instrument and in response to the employee survey where management received a low score on performance feedback. Ms. Gardner emphasized the importance to follow through with a feedback plan independent of whether or not a new non-bargaining unit base pay plan is implemented. Page 60 Board Minutes June 27,2000 Paul Reagan of Dorey, Reagan& Associates presented detailed information regarding what has been developed to date. His presentation included information on job descriptions/core job duties, performance appraisal and development system, training timetable, and the implementation plan. The variable pay plans for the corporate, process and individual pay incentives were explained. Following a lengthy question and answer period, the Committee voted to forward a resolution to the Board for consideration (see Resolution 2000-6-2). Respectfully submitted, David O'Leary, Chair Personnel Committee Motion by Commissioner Creamer, seconded by Commissioner Murray, to accept the Personnel Committee Report as presented. Discussion: Commissioner O'Leary noted that the new BWL performance appraisal system will be implemented September 1, 2000 Action: The Committee of the Whole Report was unanimously adopted. #2000-6-2 Resolution to Adopt New Compensation Plan for Non-Bargaining Unit Employees BY THE PERSONNEL COMMITTEE WHEREAS, Dorey, Reagan& Associates (consultant) was engaged by the BWL (Resolution #2000-1-4) to assist with the following goals: • Recommend and implement changes to the Non-Bargaining Unit Compensation Plan; • Align the compensation system with a process-based organization; • Provide information enabling the BWL to design pay strategies, which are market driven; and WHEREAS, staff and the consultant presented details of the new compensation plan for Non-Bargaining Unit Employees on September 2, 1999, September 28, 1999 and October 27, 1999, with recommendations regarding changes; and WHEREAS, the Personnel Committee on October 27, 1999, determined that the Board of Water and Light base pay in relation to market should be established at the 50th percentile; and Board Minutes Page 61 June 27,2000 WHEREAS, the Compensation Plan was presented to the Board on May 23, 2000, and was not approved by 5 affirmative votes; and WHEREAS, the Personnel Committee met on June 22, 2000, to address concerns raised by Commissioners. RESOLVED: 1. That the brochure on the new BWL Compensation Plan for Non-Bargaining Unit Employees, submitted by Human Resources and consultant Dorey, Reagan& Associates, dated April 4, 2000, be received and filed. 2. That the new compensation plan shall be set as a two-tiered system. • The market rate will remain at the 501h percentile of the market for employees hired as of July 1, 2000. The market rate will serve as the cap of base pay; and • The base pay cap of current employees will be set at 10% above the market rate. 3. That 5% over maximum limit for Non-Bargaining Unit Employee increases be authorized for FY 1999-2000 only. 4. That the General Manager be authorized to implement the recommended changes to the salary ranges and pay structures of the new Non-Bargaining Unit Compensation Plan, effective July 1, 2000. 5. That the General Manager be authorized to implement a variable pay plan for Non- Bargaining Unit Employees for FY 2000-2001 with the following components: Maximum Variable Pay Percentage of Base Corporate Share the Success 2.5% Process Performance Results 5.0% Individual Performance incentive 7.5% 6. That the individual variable pay amount be offered in a lump sum rather than being spread over 26 pay periods. 7. That 3.5% of the Non-Bargaining Unit Employee payroll, budgeted for FY 2000- 2001, be used for performance increases, based on variable amounts, effective July 1, 2000. 8. That the General Manager, upon consultation with the Assistant General Manager and the Director of Human Resources, be authorized to pay employees with skills Page 62 Board Minutes June 27,2000 and experience deemed to be critical to the BWL, at base pay levels above the 50"' percentile. 9. That 5% of the total 7.5% Individual Performance incentive pay for Directors and Managers be based on the quality of performance appraisals conducted by them or their employees. - - - - - - - - - - - - - - - - - - - - Item#2, above, allows for a gradual transition to the new compensation plan and reduces the percentage of employees above market rate by approximately 30%. Furthermore, it will shift approximately $200,000 from variable to base pay, with an additional $30,000 for pension and benefit costs. Item#3, above, lifts the 5% increase over maximum limit for Non-Bargaining Unit (NBU) Employees for FY 1999-2000 only. This qualifies NBU employees for a one-time variable pay increase that may exceed the maximum. Motion by Commissioner Creamer, seconded by Commissioner Murray, to approve the resolution to adopt the new BWL Compensation Plan for Non-Bargaining Unit employees (Resohltion 2000-6-2). Discussion: Commissioner Royal summarized the crux of her reservations with the proposed compensation plan: She indicated her preference to further develop the pay plan before approving it so that employees are more comfortable with it. She noted her concern with conflicts between the Dorey, Reagan plan versus the William Mercer plan because employees have not received satisfactory answers to questions raised regarding the two plans. And she stated that criteria for performance appraisals and training for managers and supervisors should be more definitively spelled out before implementing the new compensation plan. Commissioner Callen noted that he has been trying to catch up, since he has been gone for a couple of meetings. He echoed Chairperson Royal's sentiments. He said that there is no question in his mind that staff is headed in the right direction with respect to a compensation-based performance program in replacing a system that should have been replaced sometime ago. He stated, however, that he too is concerned with implementing the pay plan too hastily, given concerns raised in the employee survey. He indicated that he would prefer to see some resolution to the position description issue before the new plan is implemented. Commissioner Christian indicated that he supports slowing the process to assure the new pay plan is in order, particularly since it is significantly different from the existing program. He noted that it is imperative an attitude of"change agents" is developed, and urged that everyone work together on this change because it takes time to fully develop the vision of the BWU. Board Minutes Page 63 June 27,2000 Commissioner Creamer said that he appreciated the employee input regarding the proposed pay plan. He noted that some changes have been made to the plan as a result of employee concerns as well as concerns raised by a number of the Commissioners. He also stated his belief that merit-based pay plans are essential and critical to moving companies forward. He added that while he too has some concerns about the speed of implementing the pay plan, he is convinced that whenever a significant change is made to a program of this nature, there will be apprehension by employees. He expressed concern that there is not a consistent performance appraisal process in place at the BWL. Commissioner Creamer stated that it is essential for the BWL to move ahead with the new compensation plan; and as it moves ahead, a few mistakes may be made as the new plan is a work in progress, Commissioner Murray stated that an earlier meeting he was the only vote against the compensation plan primarily due to a question on the ability for the BWL to effectively measure performance. He pointed out that how an organization measures performance is essential to an organization's health and success as compared to the early stages of a particular formula for merit pay. He noted that ultimately the Board's responsibility is at the policy level, thus the General Manager and his team would be held accountable by the Board for the effective implementation of the proposed total compensation plan. He reminded that there are some substantial challenges ahead in order to accomplish this. Inherently the implementation of such an effort would continue to be a work in progress. He also noted that it is management's job to do this successfully, and to fail to do so would be a very serious problem. Commissioner Murray said that at a policy level, the proposed compensation plan has been refined meaningfully, and he plans to support it. Action: The resolution to adopt the new compensation plan for non-bargaining unit employees was adopted by the following vote: YEAS: Aquilina, Creamer, Murray, O'Leary, and Werbelow— 5 NAYS: Callen, Christian and Royal -3 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-6-3 BOARD MEETING SCHEDULE RESOLVED, That pursuant to the provisions in Article II, Section 2.1 of the Board's Rules of Administrative Procedure, the following dates for regular meetings of the Board of Water and Light Commissioners for the ensuing six (6) months are hereby set. Page 64 Board Minutes June 27,2000 2000 July 25 - Tuesday August 22 - Tuesday September 26 - Tuesday October 24 - Tuesday November 21 - Tuesday December 12 - Tuesday Regular meetings of the Board shall commence at 5:30 p.m. This schedule is subject to change as a result of date conflicts with rescheduled City Council meetings. RESOLVED FURTHER, That a notice of the meeting schedule be published in the Lansing State Journal the week of July 3, 2000. Motion by Commissioner Callen, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously #2000-6-4 PAYMENT IN LIEU OF TAXES TO THE CITY RESOLVED, That the Board pay $6,429,067 to the City of Lansing pursuant to our agreement dated June 30, 1992. RESOLVED FURTHER, That all Receiving Fund cash and investments remaining following the above payment be transferred effective June 30, 2000 to the Special Project Fund for future capital projects. Motion by Commissioner Callen, seconded by Commissioner Aquilina, to adopt the resolution. Discussion: The agreement with the City ends June 30, 2002, unless extended in writing by the Commissioners and the City Council. Action: Carried unanimously Commissioner O'Leary left the room at 6:00 p.m. Board Minutes Page 65 June 27,2000 #2000-6-5 BUSINESS PLAN FOR 2001 RESOLVED, That the Board of Water and Light Business Plan for 2001 be adopted. The proposed Business Plan is for the fiscal year ending June 30, 2001. -------------------- The last page of the Business Plan is a draft of BWL Corporate and Process Measures. The measures have not yet been finalized and are for information only at this time. The corporate measures will be reviewed and recommended by the employee performance measures committee to the Share the Success management committee. The management committee's final recommendation will be forwarded to the General Manager for approval. The amount available for Share the Success payments will be determined by the Commissioners at the July 2000 Board Meeting. Motion by Commissioner Christian, seconded by Commissioner Callen, to adopt the resolution. Action: Carried unanimously #2000-6-6 FEES FOR CONTRACTOR INSTALLED RESIDENTIAL WATER SERVICES RESOLVED, That fees for residential water services installed by contractors be adopted, effective July 1, 2000, as follows: Fee Description When Applied Proposed Fee Permit Application Initial Request $250 Annual Permit (See Board amendment below) Annually $150 Service Site Inspection Each Site Visit $75 Standard Service Meter Set As Required $132 Back Flow Prevention Meter Set As Required $253 Split Service Meter Set As Required $224 -------------------- Fees for contractor installed residential water services are new fees, which cover BWL costs associated with the Water Customer Choice Program adopted by Board resolution #2000-5-7. Page 66 Board Minutes June 27,2000 Fees will cover BWL costs of assessing contractor qualifications and quality of work for approval to install residential water services, annual administration and review, inspection of work and installation of meter sets. Motion by Commissioner Creamer, seconded by Commissioner Christian, to adopt the resolution. Discussion: In response to Commissioner Werbelow's inquiry, General Manager Pandy clarified that the fees will recover costs incurred associated with allowing contractors to install residential services. The fees are in addition to what the owner pays the contractors. Marketing Director Clyde Dugan noted that the reason for an annual permit fee is to prequalify contractors to eliminate the need to prequalify them for each service installation. Following discussion, the Commissioners consented to a friendly amendment to the resolution by changing the second line of the Fee Description column as follows: Annual CONTRACTOR'S QUALIFICATION PERMIT FEE. Action: Carried unanimously, as amended. #2000-6-7 BULK WATER SALES—HYDRANT USAGE FEES RESOLVED, That the BWL charges for water hydrant usage and pool filling be established, effective July 1, 2000, as follows: Hydrant Usage Schedule of Fees (Effective 7-9-00) Permit application fee $120.00 Consumption fee: 1" RPZ (to serve 1" and smaller connections) $25.00 per month 2" RPZ (to serve 1'/2-2" connections) $50.00 per month (*per month, or any portion thereo)) Hydrant Usage Non-compliance Fee $250.00 (Refundable at expiration of permit contingent on proper hydrant usage) Water Theft Penalty Fee (See Board amendment below) $500.00 1st occurrence ("Further violations may be prosecuted to the fullest extent of the lcnv) Board Minutes Page 67 June 27,2000 Any changes of location to include a different hydrant must be approved by the Board of Water and Light in advance of the change, in order to prevent a non-compliance fee. Additional Purchase Items RPZ Purchase Cost 1" $223.00 2" $418.00 Hydrant Wrench Purchase Cost $22.00 Permits will be valid from April 1 — October 31 of each year. POOL FILL FLAT RATE $195.00 Motion by Commissioner Christian, seconded by Commissioner Callen, to adopt the resolution. Discussion: In response to an inquiry made by Commissioner Werbelow, General Manager Pandy clarified that fees for bulk water sales are designed to deal with customers who purchase bulk water from a hydrant. The fee schedule provides a set of rates applicable for the use of hydrants to fill a tank truck or other hydrant uses, such as at a construction cleanup site; i.e., a contractor may want to use a hydrant to wash a road or clean up dirt that has gathered on a road surface. The fee schedule is an attempt to delineate BWL fees and rates for those types of services. Mr. Pandy noted that the Consumption Fee is a rate for getting water connected based on the size of connection, which would be either a 1-inch or 1-1/2 to 2-inch size, together with a commodity charge. The customer also pays for the water used, based on the BWL's retail rate. He reported that fees are being updated to reflect the BWL's actual cost of providing such services; the fees and charges will be updated annually. Marketing Director Clyde Dugan gave a historical overview of bulk water sales and hydrant usage. In response to Commissioner Royal's question, Mr. Dugan clarified that the Hydrant Wrench Purchase Cost of$22.00 establishes a flat rate for the BWL to provide a special hydrant wrench--adapted for hydrants on the BWL system. Commissioner Murray asked about the governance role of the BWL relative to prosecutorial discretion. General Manger Pandy responded that the Water Theft Penalty Fee is intended for the BWL to levy $500.00 for the first occurrence, and then if someone repeats the incident, the BWL would file charges for theft. Staff Attorney Wilhite added that generally the State is the complaining party of the criminal matter. He noted that there is a statute on meter tampering, theft and related issues. The BWL would make the complaint to the prosecutor. Commissioner Murray noted that if the intent is to charge another $500.00 fee for a second incident of theft, the resolution should be modified. Page 68 Board Minutes June 27,2000 Motion: Following discussion, it was moved by Commissioner Murray and seconded by Commissioner Callen to propose a friendly amendment to the Water Theft Penalty Fee as follows: $500.00 -] PER occurrence. Further Vielatiens may be preseetited to the f,lles+ extent e f the l ANY VIOLATION OF THIS POLICY MAY ALSO BE REPORTED TO THE PROSECUTOR'S OFFICE. Action: Carried unanimously Commissioner Callen suggested that for future fee schedule changes, it would be helpful for the Commissioners to receive a comparative list of fee changes showing the current and proposed fees. #2000-6-8 WELLHEAD PROTECTION PLAN RESOLVED, That the Board approve the City of Lansing Wellhead Protection Program Plan as provided to the Commissioners under separate cover. -------------------- The Wellhead Protection Plan will serve as a guidance document for protection of the region's groundwater resource from contamination and misuse. It was developed through the cooperative efforts of the Tri County Regional Planning Commission, the Groundwater Management Board, the Board of Water and Light, the City of Lansing, Michigan State University, the Michigan Department of Environmental Quality, the Ingham County Health Department, and Delhi Township. Motion by Commissioner Callen, seconded by Commissioner Creamer, to adopt the resolution. Action: Carried unanimously 2000-6-9 EMPLOYEE BENEFITS OPTION PLAN—2000-2001 WHEREAS, The Share the Success (STS) Employee Benefits Option Committee has reviewed and researched numerous options for the Share the Success bonus program. The option package has administrative costs only, while providing employees the opportunity to purchase additional fringe benefits. RESOLVED, That the final recommendations submitted by the STS Employee Benefits Options Committee be approved: I. Options available through the "Whatif' Program 1. Purchase of Vacation * No change Board Minutes Pabe 69 June 27,2000 2. Purchase of Free Choice * No change 3. ICMA"Deferred Compensation Plan" No change 4. ICMA"Roth IRA" **** New Option 5. FSA(Flexible Spending Account) *** No change 6. Charitable Contributions ** Lansing Board of Water &Light Fund Ele's Place"A healing center for grieving children" II. Options available through Human Resources 7. Long Term Disability Program Annual enrollment for"buy-up" option changes 8. UNUM Term Life Insurance Annual enrollment for changes 9. Cancer, Intensive Care, Voluntary Annual enrollment for changes Inder nlity(previously called Direct Cash Supplement), Accident Expense AFLAC Plans Purchase of Vacation and Free Choice will be limited to ten (10) total days to include no more than two (2) Free Choice Days. ** To lower administrative costs, all checks less than $5.00 will be defaulted to the charities options. Opt out procedures will be available for employees declining the default. *** Maximum annual contribution for health care expenses is $7,500 and dependent care maximum is $5,000 (see IRS rules). **** Lump sum and/or continued payroll deduction. Motion by Commissioner Murray, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously #2000-6-10 CAPITAL BUDGET INCREASE —ALLEGAN STREET STEAM MAIN PROJECT RESOLVED, That the BWL Capital Budget for fiscal year 2000 be increased $145,000 and the Capital Budget for fiscal year 2001 be increased $1,517,000 to accommodate the following project: Project Project Cost FY 00 Expenditures FY 01 Expenditures Allegan St. Steam Main $1,662,000 $145,000 $1,517,000 This project will replace the steam main on Allegan Street from Walnut to Pine and also extend the main to Sycamore turning south on Sycamore to feed the State Page 70 Board Minutes June 27,2000 Library/Museum. Replacement of this steam main section is recommended due to concerns over the integrity of the existing steam main, which provides the only source of steam to the State of Michigan complex on Allegan Street, coupled with the benefits of doing this construction along with the Chilled Water mains. In addition to serving the State Library/Muscum, the extension of the steam main from Allegan and Pine is a one-year advancement of work required to supply steam service to the Hall of Justice Building on Martin Luther King Blvd. A portion of a $1,025,000 total Contribution-in-Aid is allocated to this work. Construction of the Chilled Water mains along the same route provides an opportunity for cost savings including reduced street work exposure. Motion by Commissioner Murray, seconded by Commissioner Werbelow, to adopt the resolution. Action: Carried unanimously. UNFINISHED BUSINESS Review Implementation of Rate Increases At the request of Commissioner Royal, the rate increase implementation schedule approved at the May 23, 2000, meeting was placed on the agenda for reconsideration. With two Commissioners having been absent, she deemed it appropriate to bring up this matter for discussion. General Manger Pandy reported that the original recommendation considered at the last meeting had an August 10, 2000, effective date. City officials have requested that BWL consider postponing its rate increases until January 1, 2001, to mitigate the effect of the sewer rate increase for customers on a fixed income. The City is implementing sewer rate increases by 5 percent effective July 1, 2000. Mr. Pandy noted that if the Commissioners prefer to move the effective date of BWL rate increases to January I", subsequent increases would also be moved to January I", rather than an August to August cycle for the second and third years. An analysis prepared by Chief Financial Officer Dana Tousley was provided to the Commissioners showing the financial consequence of deferring the five-month time period to January 1, 2001. The analysis included a calculation of revenue increases needed in the next two years in an attempt to keep the BWL whole in terms of revenues received over the three-year period. A comparison was provided on the impact if the BWL adjusts the rate increases to make up the revenue loss in the same three-year period. Calculations of resulting revenue increases in percentages for each year were also reviewed. Mr. Tousley reviewed the planning and budgeting process that takes place to determine if rate increases or bonding should be considered. Board M1nLILC6 Page 71 June 27,2000 Commissioner Royal expressed concern with the BWL's lack of coordination with the City on rate increases. She noted that the impact of simultaneous BWL and City rate increases could be problematic to residential ratepayers on tight budgets. She indicated her preference to review and adjust rates annually for smoother, inflationary-type of adjustments, rather than three years of rate increases followed by no increases in subsequent years. Following discussion, there was consensus among the Commissioners to move to a January time frame for annual increases. An advantage to shifting rate increases to January is that it may help diminish the misunderstanding among ratepayers that the increase to sewer rates is the responsibility of the BWL, when in fact it is not. In response to Commissioner Creamer's question relative to possible legal implications for deferring rate increases five months from the date of a public hearing, Staff Attorney Wilhite opined that to move rate increases back by five months would not damage anyone's due process rights. #2000-6-11 Resolution Authorizing Deferral of Rate Increases for Water, Electric and Steam until January 1, 2001 RESOLVED, That any rate increases considered for water, electric and steam shall be deferred until January 1, 2001. Further, that the implementation period for future Board of Water and Light rate increases shall be readjusted from August to a January time frame. Moved by Commissioner Creamer, seconded by Commissioner Callen that the resolution be approved. Discussion: The public hearing set for Tuesday, July 11, 2000, at 5:30 p.m. for comments on proposed rate changes will continue as scheduled. Mr. Pandy noted that the decision to postpone the rate increases will have an impact on the BWL's net income. Revised budget and financial targets will be presented for review at the next meeting. Action: Carried unanimously. NEW BUSINESS None. GENERAL MANAGER'S REMARKS Capital Project Status Report. General Manager Pandy handed out a copy of the Annual, Planned and Bonded Capital Projects status report as of May 31, 2000. He Page 72 Board Minutes June 27,2000 reported that the only capital project number that requires some justification is 2000-006 (Purchase/Scrap Transformers). The reason for the justification is due to transformer demand and costs to meet new customer service requests are higher than projections. Hulett Road Pump Station and Reservoir Update. General Manger Pandy reported that the Hulett Road Pump Station and reservoir are completed. This project is the 10 million gallon per day pump station and 2 million gallon underground storage reservoir that is visible looking north from I-96 west off the Okemos Road exit. The project has one 16-inch raw water supply line and two 16-inch mains; one serves the Jackson National Life Headquarters and Alaiedon Township, and the other serves Meridian Township and Alaiedon District#2. The project cost to date is at $3.4 million as compared to the budget estimate of$4.6 million, and it is expected to come in at the budget estimate when all costs are charged to the project. Report on Water Utility Financial Performance. At the request of Commissioner Murray, General Manager Pandy handed out a brief analysis that explained the variance in water operating income. Mr. Pandy reported that water operating income is approximately $1 million less than budgeted (47.2%), water revenue is down compared to budget due to the following factors: (1) the Select Steel Corporation deal did not materialize (4500,000), (2) water customer accounting and service expenses associated with going to 24 hours/7 days per week of customer service operations, the water portion of the new emergency phone system and the Bath Township meter reading not budgeted (+$300,000), (3) the water portion of administrative/general expenses were higher than budgeted, due to lower than expected transfers to fixed capital (+$100,000), and (4) the water depreciation expenses were higher than budgeted (+$1oo,000). Mr. Pandy stated that management is continuing to find ways to cut costs, increase sales, and increase rates. Chiller Line Construction Schedule. General Manager Pandy handed out a map of the chiller line work schedule for the first and second phases of the project. He reported that both phases are under construction. The City of Lansing has approved a noise variance allowing the BWL to work on the first part (Phase lb) and authorizing the BWL to work from 6 a.m. to 8 p.m., including weekends. A similar variance request for the Phase-la work will be the subject of a City Council public hearing on Julyl7. Commissioner Murray suggested that, in conjunction with the City, it would be helpful for the driving public to see additional signage that communicates when downtown streets will be closed and reopened. Mr. Pandy agreed to follow up with the Public Service Department to discuss this concept. Report on the Steam Main Rupture. General Manager Pandy reported that the 20-inch steam main feeding into General Motor's (GM) Plant #6 has suffered a severe failure on Tuesday morning (6/27/00) at approximately 6:00 a.m. The operation of the 20-inch steam main has been plagued with problems due to various leaks at joint locations. A map was displayed showing the location of the steam main and the problem areas. In the interest of public safety, South Martin Luther King, Jr. Blvd near Olds Avenue and Williams Street was closed after the leak blew a large hole in the ground along the steam main. There were no injuries. Mr. Pandy reported that arrangements for the rental of Board Minutes Page 73 June 27,2000 portable boilers to cover the Plant 96 steam load are in process. Assistant General Manager Bill Cook reported that the steam supply to Plant 46 is being halted at approximately 8:00 p.m. (6/27/00), which will create production problems for GM. He outlined efforts underway in dealing with this issue and the action plan. He also reported that experts have been hired to analyze the design of the steam main and to determine the cause of the joint failures. Mr. Cook briefed on the financial implications to repair the steam main. Mr. Cook noted that to repair the large break and if all 24 expansion joints need to be replaced, the cost could exceed $5 million, depending on the final plan to be adopted. The cost to the BWL to rent portable boilers for three months (July through September) to cover the Plant #6 steam load this summer is expected to total $500,000. General Motors to Construct a New Plant in Delta Township. General Manager Pandy reported that General Motors (GM) has announced they will build a vehicle manufacturing complex in Delta Township. The second major production facility launched in the Lansing area this year as part of GM's global manufacturing strategy. The complex will consist of a body shop, paint shop and general assembly facility; a regional Metal Fabricating Division metal center; and a central utilities complex to serve the site. The BWL will be providing service to GM in Delta Township, serving an approximately 30MW load. REMARKS BY COMMISSIONERS None. EXCUSED ABSENCES There being no objection, Commissioner O'Leary (who left the meeting at 6:00 p.m.) was excused. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. BWL employee Joseph Davis, President of IBEW, Local 352, commended Richard Taylor for standing up and making his comments regarding the new compensation plan. Mr. Davis advised the Board that a special conference call is scheduled with the Michigan Employment Relations Commission on Friday, June 30`1'with regard to the IBEW representing the Clerical-Technical group. He stated that he was hoping the Board would have delayed action on the new pay plan until concerns raised by some employees had been satisfied. Richard Taylor stated that one thing he did not mention in his earlier remarks to the Board was that according to the April and May 2000 Board minutes, the Technical Skill Family, Page 74 Board Minutes June 27,2000 Grades 1 through 6 would be set at the 65`" percentile rather than the 50°i percentile. He noted that in reviewing his "blue sheet," on job and compensation information, his new market rate was set at 60%. ADJOURNMENT On motion by Commissioner Murray, seconded by Commissioner Werbelow, the meeting adjourned by unanimous consent at 7:08 p.m. Is/Mary E. Sova, Secretary Tiled June 30, 2000 Marilynn Slade, City Clerk 14:24 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 2/20 Page 56 MINUTES OF THE BOARD OF COMMISSIONERS' IN'IEETING LANSING BOARD OF WATER AND LIGHT Tuesday, June 27, 2000 The Board of Commissioners met in rescheduled regular session at 5:00 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. Chair Diane Royal called the meeting to order. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R.Royal and Judson M. Werbelow. Absent: None. The Secretary declared a quorum present. All said the Pledge of Allegiance. APPROVAL OF MINUTES Mofion was made by Commissioner O'Leary, seconded by Commissioner Murray, to approve the minutes of regular session held May 23, 2000. Carried unanimously. SPECIAL PRESENTATION Representatives from the development firm of Steiner & Associates, commissioned by the Board of Water and Light to conduct a market analysis and perform design work for the redevelopment of the Ottawa Street Power Station, were present to brief the Board on their findings. General Manager Pandy introduced Yaromir Steiner, Chief Executive of Steiner & Associates and Gregg Hanner, Vice President of Development, Steiner & Associates. Mr. Steiner presented an executive summary of their analysis for an urban leisure-tune and retail/entertainment project at the Ottawa Street Power Station. He reported that the project would combine a total of over 384,000 square feet of physical area with the possibility of a 100-200-room hotel. Land for the project would encompass the Ottawa Street Power Station and adjacent property north of the complex to the Shiawassee Street Bridge. The $60 million project would incorporate: • Multiplex theaters, up to 16 screens • Arcade games and entertainment • Live entertainment • Themed restaurants • Unique-to-the market retail 14:25 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 3/20 Board Minutes Page 57 June 27,2000 • Fitness club • Offices It was noted that a limited-service hotel involves another phase of the project and is not included in the $60 million project. The project would require a community investment of $25 million, mostly from local, state and federal government grants. Mr. Steiner responded to questions pertaining to risk, cost and design issues. The Commissioners were provided with a copy of the comprehensive study for in depth review and future discussion. CommissionersAquilina and Creamer arrived at 5:23 p.m. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Larry Steckelberg from the staff of State Senator Dianne Byrum thanked the Board for making an investment in electric utility expertise provided to the Senator as legislation to restructure the State's electric industry was being debated over the last few years. He acknowledged services offered by Assistant General Manager Bill Cook and Johan Davis of Noble Kheder & Associates. Mr. Steckelberg noted that the BWL is in a unique position of being a sizeable municipal utility that self generates, with a lot of exposure in physical plant and investment that would be stranded if it found itself in the wrong position in any legislation. He urged the Board to continue to invest in that expertise as deregulation activity moves ahead, and as newly elected legislators come on board with limited knowledge about municipal utility needs. BWL employee Kathy Gorman expressed concerns with the proposed compensation plan for non-bargaining unit employees. She explained how her current base pay would be frozen due to the proposed market-based plan and the market pay rate for her job classification. Ms. Gorman told the Board that she appealed her designated classification, but it was denied. Ms. Gorman noted that there are some employees who are very dissatisfied with what is happening to them as a result of the proposed compensation plan. Commissioner Christian arrived at 5:40 p.m. BWL employee Richard Taylor commented that he delivered a packet of information to each Commissioner with a complete copy of the William M. Mercer Report, which he requested under the Freedom of Information Act. He made reference to his letter of June 25, 2000, which provides a summary of past activities pertaining to the compensation plan. He pointed out differences between the Dorey, Reagan report and the William M. Mercer report. He noted that there are several job categories in the Mercer report, which are not included in the Dorey, Reagan report. Also, he stated his belief that Dorey, Reagan& Associates did not conduct a comprehensive pay review. He questioned how 14:26 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 4/20 Board Minutes Page 58 June 27,2000 payments to Dorey, Reagan& Associates were authorized and if payments have exceeded the amount of$111,950, approved by the Board (Res.#2000-1-4). COMMUNICATIONS Three letters from anonymous BWL employees in opposition to the proposed new compensation plan for non-bargaining unit employees. Letters from Board of Water and Light employees Steve Brennan, Tom Foster, Richard Peffley, George Podany, Randall Roost, and Robert Van Ells in support of the proposed compensation plan. Letter from Board of Water and Light employee, John Rossi, expressing concerns with the proposed compensation plan. Letter and attachments from Board of Water and Light employee Richard Taylor with comments about the William Mercer, Inc. report and concerns with the proposed compensation plan. Motion by Commissioner Christian, seconded by Commissioner Murray to receive and place the employee communications on file. Action: Carried unanimously. REPORTS OF COMMITTEES 92000-6-1 PERSONNEL COMMITTEE REPORT The Personnel Committee met on June 22, 2000, to review the BWL's new pay plan for non-bargaining unit employees, recommended by management. Committee Members present were: Commissioners O'Leary, Christian, Royal and Werbelow. Others present were Commissioners Callen and Creamer. At the last Board meeting held May 23, 2000, a resolution to adopt the new compensation plan fell one vote short of the majority of serving Commissioners needed to approve the action. With two Commissioners having been absent, it was determined that it would be appropriate to review and respond to issues raised at the last Board meeting. Linda Gardner, Director of Human Resources, outlined the objectives of the new non- bargaining unit compensation system: • Designed to pay salaries that are competitive with those of comparable utilities for positions of similar responsibility; and 14:26 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 5/20 Board Minutes Page 59 June 27, 2000 • Relate salaries directly to measured job performance; and • Administer salaries within the BWL on a consistent basis; and • Attract; retain, and develop qualified employees who can help the BWL achieve its mission; and • Provide a framework for assigning positions to salary ranges on a fair and consistent basis; and • Establish and maintain salary ranges that are competitive in the marketplace; and • Ensure the performance expectations and assessments are discussed regularly with employees; and • Support the planning and budgeting process; and • Ensure that salary-related decisions are made without regard to race, religion, color, age, handicap, gender, national origin, or other discriminatory factors. Ms. Gardner provided a summary of what has changed since the Base Pay Management System was first brought to the Board. • All non-bargaining unit employees hired before July 1, 2000, will have their base pay capped at 10% above the market rate; and • The appeals date was extended and all appeals have been addressed; and • Roth IRA's are being offered, in addition to the current 457 and 401A pension options, to employees to invest their variable pay monies toward retirement as a post-tax option. The Performance Evaluation Plan was developed because of the need to replace the previous performance appraisal instrument and in response to the employee survey where management received a low score on performance feedback. Ms. Gardner emphasized the importance to follow through with a feedback plan independent of whether or not a new non-bargaining unit base pay plan is implemented. Paul Reagan of Dorey, Reagan & Associates presented detailed information regarding what has been developed to date. His presentation included information on job descriptions/core job duties, performance appraisal and development system, training timetable, and the implementation plan. The variable pay plans for the corporate, process and individual pay incentives were explained. Following a lengthy question and answer period, the Committee voted to forward a resolution to the Board for consideration (see Resolution 2000-6-2). 14:27 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 6/20 Page 60 Board Minutes June 27,2000 Respectfully submitted, David O'Leary, Chair Personnel Committee Motion by Commissioner Creamer, seconded by Commissioner Murray, to accept the Personnel Committee Report as presented. Discussion: Commissioner O'Leary noted that the new BWL performance appraisal system will be implemented September 1, 2000 Action: The Committee of the Whole Report was unanimously adopted. 42000-6-2 Resolution to Adopt New Compensation Plan for Non-Bargaining Unit Employees BY THE PERSONNEL COMMITTEE WHEREAS, Dorey, Reagan & Associates (consultant) was engaged by the BWL (Resolution #2000-1-4) to assist with the following goals: • Recommend and implement changes to the Non-Bargaining Unit Compensation Plan; • Align the compensation system with a process-based organization; • Provide information enabling the BWL to design pay strategies, which are market driven; and WHEREAS, staff and the consultant presented details of the new compensation plan for Non-Bargaining Unit Employees on September 2, 1999, September 28, 1999 and October 27, 1999, with recommendations regarding changes;and WHEREAS,_the Personnel Committee on October 27, 1999, detenniied that the Board of Water and Light base pay in relation to market should be established at the 501h percentile; and WHEREAS, the Compensation Plan was presented to the Board on May 23, 2000, and was not approved by 5 affumative votes; and WHEREAS, the Personnel Committee met on June 22, 2000, to address concerns raised by Commissioners. RESOLVED: 1. That the brochure on the new BWL Compensation Plan for Non-Bargaining Unit Employees, submitted by Human Resources and consultant Dorey, Reagan & Associates, dated April 4, 2000, be received and filed. 14:28 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 7/20 Board Minutes Page 61 June 27,2000 2. That the new compensation plan shall beset as a two-tiered system. • The market rate will remain at the 50`}'percentile of the market for employees hired as of July 1, 2000. The market rate will serve as the cap of base pay; and • The base pay cap of current employees will be set at 10% above the market rate. 3. That 5% over maximum limit for NoaBargainirig Unit Employee increases be authorized for FY 1999-2000 only. 4. That the General Manager be authorized to implement the recommended changes to the salary ranges and pay structures of the new Non-Bargaining Unit Compensation Plan, effective July 1, 2000. 5. That the General Manager be authorized to implement a variable pay plan for Non- Bargaining Unit Employees for FY 2000-2001 with the following components: Maximum Variable Pay Percentage of Base Corporate Share the Success 2.5% Process Performance Results 5.0% Individual Performance incentive 7.5% 6. That the individual variable pay amount be offered in a lump sum rather than being spread over 26 pay periods. 7. That 3.5% of the Non-Bargaining Unit Employee payroll, budgeted for FY 2000- 2001, be used for performance increases, based on variable amounts, effective July 1, 2000. 8. That the General Manager, upon consultation with the Assistant General Manager and the Director of Human Resources, be authorized to pay employees with skills and experience deemed to be critical to the BWL, at base pay levels above the 50"' percentile. 9. That 5% of the total 7.5% Individual Perfornance incentive pay for Directors and Managers be based on the quality of performance appraisals conducted by them or their employees. - - - - - - - - - - - - - - - - - - - - Item #2, above, allows for a gradual transition to the new compensation plan and reduces the percentage of employees above market rate by approximately 30%. Furthermore, it will shift approximately $200,000 from variable to base pay, with an additional $30,000 for pension and benefit costs. 14:28 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 8/20 Board Minutes Page 62 June 27,2000 Item ##3, above, lifts the 5% increase over maximum limit for NoaBargairvng Unit (NBU) Employees for FY 1999-2000 only. This qualifies NBU employees for a one-time variable pay increase that may exceed the maximum. Motion by Commissioner Creamer, seconded by Commissioner Murray, to approve the resolution to adopt the new BWL Compensation Plan for Non-Bargaining Unit employees (Resolution 2000-6-2). Discussion: Commissioner Royal summarized the crux of her reservations with the proposed compensation plan: She indicated her preference to further develop the pay plan before approving it so that employees are more comfortable with it. She noted her concern with conflicts between the Dorey, Reagan plan versus the William Mercer plan because employees have not received satisfactory answers to questions raised regarding the two plans. And she stated that criteria for performance appraisals and training for managers and supervisors should be more definitively spelled out before implementing the new compensation plan. Commissioner Callen noted that he has been trying to catch up, since he has been gone for a couple of meetings. He echoed Chairperson Royal's sentiments. He said that there is no question in his mind that staff is headed in the right direction with respect to a compensation-based performance program in replacing a system that should have been replaced sometime ago. He stated, however, that he too is concerned with implementing the pay plan too hastily, given concerns raised in the employee survey. He indicated that he would prefer to see some resolution to the position description issue before the new plan is implemented. Commissioner Christian indicated that he supports slowing the process to assure the new pay plan is in order, particularly since it is significantly different from the existing program. He noted that it is imperative an attitude of"change agents" is developed, and urged that everyone work together on this change because it takes time to fully develop the vision of the BWL. Commissioner Creamer said that he appreciated the employee input regarding the proposed pay plan. He noted that some changes have been made to the plan as a result of employee concerns as well as concerns raised by a number of the Commissioners. He also stated his belief that merit-based pay plans are essential and critical to moving companies forward. He added that while he too has some concerns about the speed of implementing the pay plan, he is convinced that whenever a significant change is made to a program of this nature, there will be apprehension by employees. He expressed concern that there is not a consistent performance appraisal process in place at the BWL. Commissioner Creamer stated that it is essential for the BWL to move ahead with the new compensation plan; and as it moves ahead, a few mistakes may be made as the new plan is a work in progress. Commissioner Murray stated that an earlier meeting lie was the only vote against the compensation plan primarily due to a question on the ability for the BWL to effectively measure performance. He pointed out that how an organization measures performance is essential to an organization's health and success as compared to the early stages of a 14:29 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 9/20 Board Minutes Page 63 June 27,2000 particular formula for merit pay. He noted that ultimately the Board's responsibility is at the policy level, thus the General Manager and his team would be held accountable by the Board for the effective implementation of$ie proposed total compensation plan. He reminded that there are some substantial challenges ahead in order to accomplish this. Inherently the implementation of such an effort would continue to be a work in progress. He also noted that it is management's job to do this successfully, and to fail to do so would be a very serious problem. Commissioner Murray said that at a policy level, the proposed compensation plan has been refined meaningfully, and hie plans to support it. Action: The resolution to adopt the new compensation plan for non-bargaining unit employees was adopted by the following vote: YEAS: Aquilina, Creamer, Murray, O'Leary, and Werbelow— 5 NAYS: Callen, Christian and Royal -3 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-6-3 BOARD MEETING SCHEDULE RESOLVED, That pursuant to the provisions in Article II, Section 2.1 of the Board's Rules of Administrative Procedure, the following dates for regular meetings of the Board of Water and Light Commissioners for the ensuing six(6)months are hereby set. 14:30 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 10120 Page 64 Board Minutes June 27,2000 2000 July 25 - Tuesday August 22 - Tuesday September 26 - Tuesday October 24 - Tuesday November 21 - Tuesday December 12- Tuesday Regular meetings of the Board shall commence at 5:30 p.m. This schedule is subject to change as a result of date conflicts with rescheduled City Council meetings. RESOLVED FURTHER, That a notice of the meeting schedule be published in the Lansing State Journal the week of July 3, 2000. Motion by Commissioner Callen, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously #2000-6-4 PAYMENT IN LIEU OF TAXES TO THE CITY RESOLVED, That the Board pay $6,429,067 to the City of Lansing pursuant to our agreement dated June 30, 1992. RESOLVED FURTHER, That all Receiving Fund cash and investments remaining following the above payment be transferred effective June 30, 2000 to the Special Project Fund for future capital projects. Motion by Commissioner Callen, seconded by Commissioner Aquilina, to adopt the resolution. Discussion: The agreement with the City ends June 30, 2002, unless extended in writing by the Commissioners and the City Council. Action: Carried unanimously Commissioner O'Leary left the room at 6:00 p.m. 14:30 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 11120 Board Minutes Page 65 June 27,2000 #2000-6-5 BUSINESS PLAN FOR 2001 RESOLVED, That the Board of Water and Light Business Plan for 2001 be adopted. The proposed Business Plan is for the fiscal year ending June 30, 2001. -------------------- The last page of the Business Plan is a draft of BWL Corporate and Process Measures. The measures have not yet been finalized and are for inforniation only at this time. The corporate measures will be reviewed and recommended by the employee performance measures committee to the Share the Success management committee. The management committee's final recommendation will be forwarded to the General Manager for approval. The amount available for Share the Success payments will be determined by the Commissioners at the July 2000 Board Meeting. Motion by Commissioner Christian, seconded by Commissioner Callen, to adopt the resolution. Action: Carried unanimously #2000-6-6 FEES FOR CONTRACTOR INSTALLED RESIDENTIAL WATER SERVICES RESOLVED, That fees for residential water services installed by contractors be adopted, effective July 1, 2000, as follows: Fee Description When Applied Proposed Fee Permit Application Iiutial Request $250 Annual Penn it(see Board amendment Annually $150 below Service Site Inspection Each Site Visit $75 Standard Service Meter Set As Required $132 Back Flow Prevention Meter Set As Required $253 Split Service Meter Set As Required $224 -------------------- Fees for contractor installed residential water services are new fees, which cover BWL costs associated with the Water Customer Choice Program adopted by Board resolution #2000-5-7. 14:31 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 12/20 Page 66 Board Minutes June 27,2000 Fees will cover BWL costs of assessing contractor qualifications and quality of work for approval to install residential water services, annual administration and review, inspection of work and installation of meter sets. Motion by Commissioner Creamer, seconded by Commissioner Christian, to adopt the resolution. Discussion: In response to Commissioner Werbelow's inquiry, General Manager Pandy clarified that the fees will recover costs incurred associated with allowing contractors to install residential services. The fees are in addition to what the owner pays the contractors. Marketing Director Clyde Dugan noted that the reason for an annual permit fee is to prequalify contractors to eliminate the need to prequalify them for each service installation. Following discussion, the Commissioners consented to a friendly amendment to the resolution by changing the second line of the Fee Description column as follows: Annual CONTRACTOR'S QUALIFICATION PERMIT FEE. Action: Carved unanimously, as amended. #2000-6-7 BULK WATER SALES—HYDRANT USAGE FEES RESOLVED, That the BWL charges for water hydrant usage and pool filling be established, effective July 1, 2000, as follows: Hydrant Usage Schedule of Fees (Effective 7-9-00) Permit application fee $120.00 Consumption fee: 1" RPZ (to serve 1" and smaller connections) $25.00 per month 2" RPZ (to serve 1'/2-2" connections) $50.00 per month (*per month, or any portion thereoj) Hydrant Usage Non-compliance Fee $250.00 (Refundable at expiration of permit contingent on proper hydrant usage) Water Theft Penalty Fee (see Board amendment below) $500.00 1 st occurrence ** (**Further violations may be prosecuted to the fullest extent of the law) Any changes of location to include a different hydrant must be approved by the Board of Water and Light in advance of the change, in order to prevent a non-compliance fee. 14:31 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 13/20 Board Minutes Page 67 June 27,2000 Additional Purchase Items RPZ Purchase Cost 1" $223.00 2" $418.00 Hydrant Wrench Purchase Cost $22.00 Permits will be valid from April 1 — October 31 of each year. POOL FILL FLAT RATE $195.00 Motion by Commissioner Christian, seconded by Commissioner Callen, to adoptthe resolution. Discussion: In response to an inquiry made by Commissioner Werbelow, General Manager Pandy clarified that fees for bulk water sales are designed to deal with customers who purchase bulk water from a hydrant. The fee schedule provides a set of rates applicable for the use of hydrants to fill a tank truck or other hydrant uses, such as at a construction cleanup site; i.e., a contractor may want to use a hydrant to wash a road or clean up dirt that has gathered on a road surface. The fee schedule is an attempt to delineate BWL fees and rates for those types of services. Mr. Pandy noted that the Consumption Fee is a rate for getting water connected based on the size of connection, which would be either a 1-inch or 1-1/2 to 2-inch size, together with a commodity charge. The customer also pays for the water used, based on the BWL's retail rate. He reported that fees are being updated to reflect the BWL's actual cost of providing such services; the fees and charges will be updated annually. Marketing Director Clyde Dugan gave a historical overview of bulk water sales and hydrant usage. In response to Commissioner Royal's question, Mr. Dugan clarified that the Hydrant Wrench Purchase Cost of$22.00 establishes a flat rate for the BWL to provide a special hydrant wrench--adapted for hydrants on the BWL system. Commissioner Murray asked about the governance role of the BWL relative to prosecutorial discretion. General Manger Pandy responded that the Water Theft Penalty Fee is intended for the BWL to levy$500.00 for the first occurrence, and then if someone repeats the incident, the BWL would file charges for theft. Staff Attorney Wilhite added that generally the State is the complaining party of the criminal matter. He noted that there is a statute on meter tampering, theft and related issues. The BWL would make the complaint to the prosecutor. Commissioner Murray noted that if the intent is to charge another $500.00 fee for a second incident of theft, the resolution should be modified. Motion: Following discussion, it was moved by Commissioner Murray and seconded by Commissioner Callen to propose a friendly amendment to the Water Theft Penalty Fee as follows: $500.00 1'PER occurrence. Fuf4her Violations ___ b t a + the fuller ro5cc'a'cca-co cnc-roix�� � r -yen*of 4he!a ANY VIOLATION OF THIS POLICY MAY ALSO BE REPORTED TO THE PROSECUTOR'S OFFICE. 14:32 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 14/20 Page 68 Board Minutes June 27,2000 Action: Carried unanimously Commissioner Callen suggested that for future fee schedule changes, it would be helpful for the Commissioners to receive a comparative list of fee changes showing the current and proposed fees. #2000-6-8 WELLHEAD PROTECTION PLAN RESOLVED, That the Board approve the City of Lansing Wellhead Protection Program Plan as provided to the Commissioners under separate cover. -------------------- The Wellhead Protection Plan will serve as a guidance document for protection of the region's groundwater resource from contamination and misuse. It was developed through the cooperative efforts of the Tri County Regional Planning Commission, the Groundwater Management Board, the Board of Water and Light; the Citv of Lansing, Michigan State University, the Michigan Department of Environmental Quality, the Ingham County Health Department, and Delhi Township. Motion by Commissioner Callen, seconded by Commissioner Creamer, to adopt the resolution. Action: Carved unanimously 2000-6-9 EMPLOYEE BENEFITS OPTION PLAN—2000-2001 WHEREAS, The Share the Success (STS) Employee Benefits Option Committee has reviewed and researched numerous options for the Share the Success bonus program. The option package has administrative costs only, while providing employees the opportunity to purchase additional fringe benefits. RESOLVED, That the final recommendations submitted by the STS Employee Benefits Options Committee be approved: I. Options available through the "Whatif' Program 1. Purchase of Vacation * No change 2. Purchase of Free Choice * No change 3. ICMA "Deferred Compensation Plan" No change 4. ICMA "Roth IRA" **** New Option 5. FSA(Flexible Spending Account) *** No change 6. Charitable Contributions ** Lansing Board of Water& Light Fund Ele's Place "A healing center for grieving children" 14:33 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 15/20 Board Minutes Page 69 June 27,2000 II. Options available through Human Resources 7. Long Term Disability Program Annual enrollment for"buy-up"option changes 8. UNUM Term Life Insurance Annual enrollment for changes 9. Cancer,Intensive Care, Voluntary Annual enrollment for changes Indemnity(previously called Direct Cash Supplement), Accident Expense AFLAC Plans * Purchase of Vacation and Free Choice will be limited to ten (10) total days to include no more than two (2) Free Choice Days. ** To lower administrative costs, all checks less than $5.00 will be defaulted to the charities options. Opt out procedures will be available for employees declining the default. *** Maximum annual contribution for health care expenses is $7,500 and dependent care maximum is $5,000 (see IRS rules). **** Lump sum and/or continued payroll deduction. Motion by Commissioner Murray, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously #2000-6-10 CAPITAL BUDGET INCREASE —ALLEGAN STREET STEAM MAIN PROJECT RESOLVED, That the BWL Capital Budget for fiscal year 2000 be increased $145,000 and the Capital Budget for fiscal year 2001 be increased $1,517,000 to accommodate the following project: Project Project Cost FY 00 Expenditures FY 01 Expenditures Allegan St. Steam Main $1,662,000 $145,000 $1,517,000 This project will replace the steam main on Allegan Street from Walnut to Pine and also extend the main to Sycamore turning south on Sycamore to feed the State Library/Museum. Replacement of this steam main section is recommended due to concerns over the integrity of the existing steam main, which provides the only source of steam to the State of Michigan complex on Allegan Street, coupled with the benefits of doing this construction along with the Chilled Water mains. In addition to serving the State Library/Museum, the extension of the steam main from Allegan and Pine is a one-year advancement of work required to supply steam service to the Hall of Justice Building on Martin Luther King Blvd. A portion of a $1,025,000 total Contribution-ul-Aid is allocated to this work. Construction of the Chilled Water mains 14:33 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #92691 PAGE: 16120 Page 70 Board Minutes June 27,2000 along the same route provides an opportunity for cost savings including reduced street work exposure. Motion by Commissioner Murray, seconded by Commissioner Werbelow, to adopt the resolution. Action: Carved unanimously. UNFINISHED BUSINESS Review Implementation of Rate Increases At the request of Commissioner Royal, the rate increase implementation schedule approved at the May 23, 2000, meeting was placed on the agenda for reconsideration. With two Commissioners having been absent, she deemed it appropriate to bring up this matter for discussion. General Manger Pandy reported that the original recommendation considered at the last meeting had an August 10, 2000, effective date. City officials have requested that BWL consider postponing its rate increases until January 1, 2001, to mitigate the effect of the sewer rate increase for customers on a fixed income. The City is implementing sewer rate increases by S percent effective July 1, 2000. Mr. Pandy noted that if the Commissioners prefer to move the effective date of BWL rate increases to January It, subsequent increases would also be moved to January I", rather than an August to August cycle for the second and third years. An analysis prepared by Chief Financial Officer Dana Tousley was provided to the Commissioners showing the financial consequence of deferring the five-month time period to January 1, 2001. The analysis included a calculation of revenue increases needed in the next two years in an attempt to keep the BWL whole in terms of revenues received over the three-year period. A comparison was provided on the impact if the BWL adjusts the rate increases to make up the revenue loss in the same three-year period. Calculations of resulting revenue increases in percentages for each year were also reviewed. Mr. Tousley reviewed the planning and budgeting process that takes place to determine if rate increases or bonding should be considered. Commissioner Royal expressed concern with the BWL's lack of coordination with the City on rate increases. She noted that the impact of simultaneous BWL and City rate increases could be problematic to residential ratepayers on tight budgets. She indicated her preference to review and adjust rates annually for smoother, inflationary-type of adjustments, rather than three years of rate increases followed by no increases in subsequent years. Following discussion, there was consensus among the Commissioners to move to a January time frame for annual increases. An advantage to shifting rate increases to January is that it may help diminish the misunderstanding among ratepayers that the increase to sewer rates is the responsibility of the BWL, when in fact it is not. 14:34 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 17/20 Board Minutes Page 71 June 27, 2000 In response to Commissioner Creamer's question relative to possible legal unplications for deferring rate increases five months from the date of a public hearing, Staff Attorney Wilhite opined that to move rate increases back by five months would not damage anyone's due process rights. 42000-6-11 Resolution Authorizing Deferral of Rate Increases for Water, Electric and Steam until January 1, 2001 RESOLVED, That any rate increases considered for water, electric and steam shall be deferred until January 1, 2001. Further, that the implementation period for future Board of Water and Light rate increases shall be readjusted from August to a January time frame. Moved by Commissioner Creamer, seconded by Commissioner Callen that the resolution be approved. Discussion: The public hearing set for Tuesday, July 11, 2000, at 5:30 p.m. for comments on proposed rate changes will continue as scheduled. Mr. Pandy noted that the decision to postpone the rate increases will have an impact on the BWL's net income. Revised budget and financial targets will be presented for review at the next meeting. Action: Carried unanimously. NEW BUSINESS None. GENERAL MANAGER'S REMARKS Capital Project Status Report. General Manager Pandy handed out a copy of the Annual, Planned and Bonded Capital Projects status report as of May 31, 2000. He reported that the only capital project number that requires some justification is 2000-006 (Purchase/Scrap Transformers). The reason for the justification is due to transformer demand and costs to meet new customer service requests are higher than projections. IIulett Road Pump Station and Reservoir Update. General Manger Pandy reported that the Hulett Road Pump Station and reservoir are completed. This project is the 10 million gallon per day pump station and 2 million gallon underground storage reservoir that is visible looking north from 1-96 west off the Okemos Road exit. The project has one 16-inch raw water supply line and two 16-inch mains; one serves the Jackson National Life Headquarters and Alaiedon Township, and the other serves Meridian Township and Alaiedon District#2. The project cost to date is at$3.4 million as compared to the budget estimate of$4.6 million, and it is expected to come in at the budget estimate when all costs are charged to the project. 14:35 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 18i20 Page 72 Board Minutes June 27,2000 Report on Water Utility Financial Performance. At the request of Commissioner Murray, General Manager Pandy handed out a brief analysis that explained the variance in water operating income. Mr. Pandy reported that water operating income is approximately $1 million less than budgeted (-47.2%), water revenue is down compared to budget due to the following factors: (1)the Select Steel Corporation deal did not materialize (-$-500,000), (2) water customer accounting and service expenses associated with going to 24 hours/7 days per week of customer service operations, the water portion of the new emergency phone system and the Bath Township meter reading not budgeted (+$300,000), (3)the water portion of administrative/general expenses were higher than budgeted, due to lower than expected transfers to fixed capital (+$100,000), and (4) the water depreciation expenses were higher than budgeted (+$100,000). Mr. Pandy stated that management is continuing to find ways to cut costs, increase sales, and increase rates. Chiller Line Construction Schedule. General Manager Pandy handed out a map of the chiller line work schedule for the first and second phases of the project. He reported that both phases are under construction. The City of Lansing has approved a noise variance allowing the BWL to work on the first part(Phase lb) and authorizing the BWL to work from 6 a.m. to 8 p.m., including weekends. A similar variance request for the Phase-la work will be the subject of a City Council public hearing on July17. Commissioner Murray suggested that, in conjunction with the City, it would be helpful for the drivuig public to see additional signage that communicates when downtown streets will be closed and reopened. Mr. Pandy agreed to follow up with the Public Service Department to discuss this concept. Report on the Steam Main Rupture. General Manager Pandy reported that the 20-uich steam main feeding into General Motor's (GM) Plant#6 has suffered a severe failure on Tuesday morning (6/27/00) at approximately 6:00 a.m. The operation of the 20-inch steam main has been plagued with problems due to various leaks at joint locations. A map was displayed showing the location of the steam main and the problem areas. In the interest of public safety, South Martin Luther King, Jr. Blvd near Olds Avenue and Williams Street was closed after the leak blew a large hole u1 the ground along the steam main. There were no injuries. Mr. Pandy reported that arrangements for the rental of portable boilers to cover the Plant 46 steam load are in process. Assistant General Manager Bill Cook reported that the steam supply to Plant#6 is being halted at approximately 8:00 p.m. (6/27/00), which will create production problems for GM. He outlined efforts underway in dealing with this issue and the action plan. He also reported that experts have been hired to analyze the design of the steam main and to determine the cause of the joint failures. Mr. Cook briefed on the financial implications to repair the steam main. Mr. Cook noted that to repair the large break and if all 24 expansion joints need to be replaced, the cost could exceed $5 million, depending on the final plan to be adopted. The cost to the BWL to rent portable boilers for three months (July through September)_to cover the Plant#6 steam load this summer is expectedto total $500,000. General Motors to Construct a New Plant in Delta Township. General Manager Pandy reported that General Motors (GM)has announced they will build a vehicle manufacturing complex in Delta Township. The second major production facility launched in the Lansing area this year as part of GM's global manufacturing strategy. The complex will consist of a body shop, paint shop and general assembly facility; a regional 14:36 JUN 30, 2200 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 19/20 Board Minutes Page 73 June 27, 2000 Metal Fabricating Division metal center; and a central utilities complex to serve the site. The BWL will be providing service to GM in Delta Township, serving an approximately 30MW load. REMARKS BY COMMISSIONERS None. EXCUSED ABSENCES There being no objection, Commissioner O'Leary(who left the meeting at 6:00 p.m.) was excused. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. BWL employee Joseph Davis, President of IBEW, Local 352, commended Richard Taylor for standing up and making his comments regarding the new compensation plan. Mr. Davis advised the Board that a special conference call is scheduled with the Michigan Employment Relations Commission on Friday, June 3dh with regard to the IBEW representing the Clerical-Technical group. He stated that he was hoping the Board would have delayed action on the new pay plan until concerns raised by some employees had been satisfied. Richard Taylor stated that one thing he did not mention in his earlier remarks to the Board was that according to the April and May 2000 Board minutes, the Techncal Skill Family, Grades I through 6 would be set at the 65`h percentile rather than the 50"'percentile. He noted that in reviewing his "blue sheet," on job and compensation information, his new market rate was set at 60%. ADJOURNMENT On motion by Commissioner Murray, seconded by Commissioner Werbelow, the meeting adjourned by unanimous consent at 7:08 p.m. Is/Mary E. Sova, Secretary Filed June 30, 2000 14:36 JUN 30, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #82691 PAGE: 2O/2O Board Minutes Page 74 June 27,2000 Marilynn Slade, City Clerk Page 38 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT s r _..... i._-t Tuesday, May 23, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing,Michigan. The meeting was called to order by Chair Diane Royal. Present: Commissioners Rosemarie E. Aquilina, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, and Diane R. Royal. Absent: Commissioners Ronald C. Callen and Judson M. Werbelow. The Acting Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Creamer, to approve the minutes of regular session held April 25, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Fred Porter from the NAACP, 3700 West Holmes, spoke on surveys conducted on governmental agencies goods and services purchased. He made reference to a letter from the BWL dated March 24, 2000, and commended the Board on what it intends to do. However, he expressed disappointment on the low percentage of minority vendors being utilized by the BWL. Brenda Hanford, 3631 Birchfield Dr., spoke regarding her utility bill. She and her husband have been trying to get on an equal monthly payment plan with the BWL and it has been denied. Board Minutes Page 39 May 23,2000 Dick Taylor, BWL Test Group, spoke on the BWL Compensation Plan that was approved at the Committee of the Whole, and is to be voted on this evening. Mr. Taylor feels that there are still many unanswered questions on this plan. Several of the requests that he made at the Board Meeting of April 25, 2000, have not yet been addressed. COMMUNICATIONS An anonymous letter was received regarding the proposed pay plan for non-union workers, and a resolution approving taking $3.2 million a year, for the next 20 years, from the defined benefit pension plan. Received and placed on file. REPORTS OF COMMITTEES #2000-5-1 COMMITTEE OF THE WHOLE REPORT The Committee of the Whole met on May 9, 2000, to discuss and consider the following items: 1. Fiscal Year 2000-2001 Budget 2. Rate Review for Electric, Water and Steam Utilities 3. Compensation Plan 4. Consolidated Utility Policies and Customer Choice Present were Commissioners Aquilina, Christian, Creamer, Murray, O'Leary, and Werbelow. Absent and excused were: Commissioners Callen and Royal. Fiscal Year 2000-2001 Budget. Chief Financial Officer Dana Tousley presented details of the preliminary budget by process for FY 2000-2001. He reviewed the history of rate increases,projected income statement and sales and revenue forecast. Following discussion, the Committee concurred with the proposed budget as submitted. A resolution for the adoption of the FY 2000-2001 is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Page 40 Board Minutes May 23,2000 Utility Rate Review. Chief Financial Officer Dana Tousley presented an overview of the FY 2000-2001 annual rate review process and the BWL's financial condition. He reported that additional revenue is needed to reinvest in the system. Rate adjustments need to be considered for the electric, water and steam utilities. Options reviewed included: Water Rates Fiscal Year Option 1 Option 2 2001 7% 5% 2002 6% 5% 2003 5% 5% Electric Rates Fiscal Year Option 1 Option 2 2001 5% 3% 2002 2% 3% 2003 2% 3% Steam Rates Fiscal Year (Central District Only) 2001 1% 2002 1% 2003 1% Staff agreed to present additional rate information for electric and water increases for review at the regular meeting. The Committee voted unanimously to recommend the setting of a public hearing date of July 11, 2000, to consider proposed rate adjustments for electric, water and steam. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Miscellaneous Fees and Charges. General Manager Pandy presented an overview of various fees and charges associated with trenching, site inspections,pole attachments, and other related services. It was noted that some of the fees and charges have not been revised in a number of years. Following discussion, the Committee voted unanimously to recommend approval of the changes to the electric and water fees and charges in the form presented. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Compensation Plan. General Manager Pandy and Human Resources Director Linda Gardner presented an overview of the history and the fundamental approach of the new compensation plan for non-bargaining employees. The new pay structure includes two major components: base pay and variable pay. Base pay for each skill family is competitive with the market. Pay Board Minutes Page 41 May 23,2000 ranges will be adjusted annually, based on market surveys. Variable pay is compensation above base pay. It must be re-earned each year,based on performance results on achievement of annual objectives. Variable pay includes multiple components based on the balanced scorecard concept, consisting of the following incentives: Corporate: Corporate measures and results. Process: Measures and performance results for each of the processes. Individual: Individual employee performance. Six employees spoke during the Public Comments portion of the meeting to express their concerns regarding the salary survey, performance appraisal system and retaining skilled and technical employees at the BWL. Following discussion, the Committee of the Whole voted, five to one, to take from the table the Resolution to Adopt the New Compensation Plan for Non Bargaining Unit Employees, as amended and attached to this Report, for consideration at the regular meeting on May 23, 2000. (YEAS: Aquilina, Christian, Creamer, O'Leary, Werbelow. NAYS.- Murray. ABSENT: Callen, Royal) Consolidated Utility Policies and Customer Choice. General Manager Pandy reported on a new approach for water system extensions to provide timely service to customers and reduce costs. The continuing expansion of the water utility retail service area has resulted in significant additional required work effort in the primary areas of engineering, records management and construction. Although these impacts are funded by customer charges and contributions in aid of construction, new and innovative ways of doing business are required to meet the market demand for retail water service without increasing installation delays and backlogs and without increasing BWL exposure to unrecovered costs. A team from the Delivery and Marketing processes explored and analyzed the impact and options available to meet the challenges. The team concluded that the BWL should develop a process that will allow "customer choice" for service installations and watermain installation on customer sites. Customer choice provides the customer the option of choosing whether to have qualified contractors, or plumbers install water system components within the requirements of the BWL for same, or have the BWL install at a defined cost. Following discussion, the Committee voted unanimously to recommend the approval of the proposed Customer Choice program. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Submitted by: Charles M. Creamer, Chair Pro Committee of the Whole Page 42 Board Minutes May 23,2000 Discussion: General Manager Pandy read the three new amendments made to the resolution on the new Compensation Plan. Commissioner Murray appreciated staff considering his concerns expressed in the Board Meeting of April 25, 2000. Commissioner Royal expressed her concern about the performance criteria not being formulated to this date. Motion by Commissioner Creamer, seconded by Commissioner O'Leary, to receive the Committee of the Whole Report. GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-5-2 APPROVAL OF UNION CONTRACT WHEREAS, the Board of Water and Light(BWL) and the International Brotherhood of Electrical Workers (IBEW) Local 352 recognize the critical and ongoing need to improve customer service and reduce cost. As part of this labor agreement, the BWL and IBEW Local 352 are committed to a partnership;working together to improve the BWL's ability to compete in a rapidly changing marketplace. RESOLVED, That the four-year agreement reached between Management and the Union Negotiating Committee is retroactive to November 1, 1999, unless otherwise designated in the agreement, and is hereby approved. The labor agreement is to expire at Midnight, October 31, 2003. RESOLVED FURTHER, That the Chair and the Secretary be authorized to sign the labor agreement incorporating the settlement changes. An executive summary of major issues resolved is attached. (See Attachment C.) Motion by Commissioner Christian, seconded by Commissioner Creamer, to adopt the resolution. Action: Carried unanimously. #2000-5-3 EXTENSION OF COAL SALES AGREEMENT RESOLVED,that the current coal requirements agreement dated June 26, 1996 for Moores Park Steam Plant between BWL and Lodestar Energy be extended six (6) months, starting October 1, 2000 and ending March 31, 2001 at a reduction in price of 6.3%. Board Minutes Page 43 May 23,2000 In consideration of the contract extension, Lodestar has agreed to provide not less than 35,000 tons from 4/19/00 until 9/30/00 and not less that 35,000 tons from 10/1/00 until 3/31/01. Motion by Commissioner O'Leary, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously. #2000-5-4 REVISION OF ELECTRIC FEES AND CHARGES RESOLVED, that the BWL charges identified in the "Board of Water and Light Rules for Electric Service" be revised, effective June 1, 2000, as follows: ELECTRIC FEES and CHARGES Charge Description When Applied Proposed Previous Last Revised Charge Charge Residential line extensions Greater than 600 ft At cost $2.10/ft May 22, 1989 Winter Construction charge December 15— $8.50/trench ft $6.00/trench May 22, 1989 March 1 ft Site Inspection When applicable $75 ea. $15 ea. May 22, 1989 Residential direct-buried When requested by $4.00/trench ft $2.40/trench May 22, 1989 service customer ft $200 minimum Commercial direct-buried When requested by $4.00/trench ft $2.40/trench May 22, 1989 service customer ft $200 minimum $100 minimum Riser pole charge When requested by $250 ea. $75 ea. May 22, 1989 customer Temporary service overhead Install&remove $185 ea. $65 ea. May 22, 1989 service drop, 100 ft max Temporary underground When requested by $350 ea. $80 ea. May 22, 1989 customer, (Normal) Connection& Page 44 Board Minutes May 23,2000 disconnection only April 15—November 1 Temporary underground When requested by $350 ea. $215 ea. May 22, 1989 customer, (Winter) Connection& disconnection only November 1 —April 15 Joint trench charges To other utilities $1.70 if 3 joint $1.75/ft users summer $2.55 if 2 joint $2.75/ft users winter Winter charge (may include may also apply. winter charge also The Electric Fees and Charges are brought up to date to reflect the BWL's actual cost of providing such services. Many of these fees have not been updated since the late 1980's. In the future, these fees and charges will be updated annually. The updating of Electric and Water Fees and Charges will positively impact BWL capital requirements by increasing the expected contribution in aid received from new customers, thus reducing BWL capital requirements by an estimated$75,000 in Fiscal 2001. Discussion: Commissioner Aquilina inquired if the changes in fees and charges need to be part of the Public Hearing. Chief Financial Officer Dana Tousley responded that the fees do not affect the price of electric, water or steam. Commissioner O'Leary noted that the water, electric and steam rates, as proposed, may be changed after the Public Hearing. Motion by Commissioner Aquilina, seconded by Commissioner O'Leary, to adopt the resolution. Action: Carried unanimously. #2000-S-S REVISION OF WATER FEES AND CHARGES RESOLVED, that the BWL charges for Water service and hydrant construction and operation be changed, effective June 1, 2000, as follows: Board Minutes Page 45 May 23,2000 WATER FEES and CHARGES Charge Description When Applied Proposed Previou Last Charge s Revised Charge Water Main Installation Unimproved road w/fire $27.10/ft $27.10/ft Apr 20, Charges, 6"& 8", larger coverage, (1/2 amount= 1999 sizes by agreement Frontage Fee,if not previously collected) Improved Roads Estimated 15%adder Dec 31, Cost 1996 Fire Hydrant installation Charged on mains 12"& $2,165 ea. $2,015 ea. Apr 20, charge smaller 1999 Up to and Incl. 1"Main-to- $850 ea. $850 ea. Apr 20, Curb Box 1999 Water Services Up to and incl. 1"Curb $15.10/ft $14.67/ft Apr 20, Box-to-Building 1999 (Connection Fee applicable) Up to and incl. 1"split $350,ea. $135 ea. Jan 1, 1994 irrigation service Greater than 1"Main-to- Firm price Firm price Jan 1, 1997 Curb Box quote quote Greater than 1"Curb Box- Firm price Firm price Jan 1, 1997 to-Building quote quote Greater than 1"split Firm price Firm price Jan 1, 1997 irrigation service quote quote Winter Construction Water Services,2"and $12.50/ft $3.00/ft under adder adder Additional charges Frontage Fees and split Firm price Firm price services other than quote quote published sizes,restoration, relocations,etc. Page 46 Board Minutes May 23,2000 Frozen meter charge 2"d occurrence,or after 5/8" = $137 5/8" = $137 Oct 7, 1999 notice 3/4" = $150 3/4" = $150 1" = $175 1" = $175 1 %"= $426 1 %"= $426 2" =$598 2" = $598 The Water Fees and Charges are brought up to date to reflect the BWL's actual cost of providing such services. In the future, these fees and charges will be updated annually. The updating of Electric and Water fees and charges will positively impact BWL's capital requirements by increasing the expected contribution in aid received from new customers, thus reducing BWL capital requirements by an estimated$75,000 in Fiscal 2001. Motion by Commissioner Creamer, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously. #2000-5-6 POLE ATTACHMENT FEES RESOLVED, that the BWL Pole Attachment fees be changed, effective June 1, 2000, and previous Resolutions rescinded, as follows: ELECTRIC FEES and CHARGES Charge Description When Applied Proposed Charge Previous Last Revised Charge Joint Use and Third Party, At cost At cost Various make ready Agreements Pole Attachment fees Annual fee $9.75 per $4.95 per January 1, attachment pole 1987 $200 minimum $60 minimum Application deposit, $15 per pole $15 per pole January 1, credited to make ready 1987 costs $300 minimum $100 minimum Board Minutes Page 47 May 23,2000 The Pole Attachment fees are brought up to date to reflect the BWL's cost of providing such service. The updating of the Pole Attachment fees are expected to generate an additional $120,000 in revenue in Fiscal 2001. Motion by Commissioner Christian, seconded by Commissioner Murray, to adopt the resolution. Action: Carried unanimously. #2000-5-7 CUSTOMER CHOICE FOR WATER'SERVICE & MAIN INSTALLATIONS RESOLVED, That BWL will allow customer choice for water service and main installations on customer sites. Customer choice will allow qualified contractors and/or developers to construct water system installations that meet B WL specifications and construction standards; the water system installations constructed in this manner will become assets that are owned by the BWL. RESOLVED FURTHER, That fees be assessed to recover the cost of ensuring compliance with these specifications and standards. Motion by Commissioner Creamer, seconded by Commissioner Murray, to adopt the resolution. Action: Carried unanimously. #2000-5-8 PROPOSED RATE SCHEDULES RESOLVED, that the proposed water, electric, and steam,rate schedules listed below and detailed in the attached proposed rate schedules be made the subject of a public hearing prior to further consideration by the Board of Commissioners. (See Attachment A— appended to minutes). Adopted Effective Water Utility Rate No. 1 —Residential Water Service 09/27/94 10/15/94 Rate No. 2—Commercial &Industrial Water Service 10/21/93 01/01/94 Rate No. 3 —Water System Connection Fees 07/29/97 09/01/97 Page 48 Board Minutes May 23,2000 Rate No. 4—Fire Service and Fire Hydrant Charges 12/21/93 01/01/94 Rate No. 5 —Lawn Sprinkling Water Service 12/21/93 01/01/94 Lansing City Enterprise Community Rebate 11/26/96 01/01/97 Electric Utility Rate No. 1 —Residential Electric Service 11/26/96 01/01/97 Rate No. 2—Residential All-Electric Service 11/26/96 01/01/97 Rate No. 3 —General Electric Service 11/26/96 01/01/97 Rate No. 4—Large General Electric Service 07/29/97 09/01/97 Rate No. 5 —Primary Electric Service 07/29/97 09/01/97 Rate No. 7—Municipal Water Pumping Electric Service 11/26/96 01/01/97 Rate No. 9—Outdoor Lighting Service 01/26/99 02/01/99 Rate No. 10—Process Heating Electric Service 07/29/97 09/01/97 Rate No. 11 —Traffic Light Service 11/26/96 01/01/97 Rate No. 12— Space Conditioning and Electric Water Heating 11/26/96 01/01/97 Service Rate No. 21 —Residential Electric Service—Senior Citizen 11/26/96 01/01/97 Rate No. 31 —Street Lighting Service—Board Owned Systems 01/26/99 02/01/99 Rate No. 32—Street lighting Service—Customer Owned 01/26/99 02/01/99 Systems Economic Development Rider 11/26/96 01/01/97 Lansing City Enterprise Community Rebate 11/26/96 01/01/97 Proposed Renewable Energy Rider(Green Power) Board Minutes Page 49 May 23,2000 Steam Utility Rate No. 1 —General Steam Service 12/20/94 01/13/95 Lansing City Enterprise Community Rebate 11/26/96 01/01/97 Rate No. 1 —General Chilled Water Service 03/26/91 04/15/91 FURTHER RESOLVED, that a public hearing to solicit public input on this matter be set for Tuesday, July 11, 2000 at 5:30 p.m., in the Board of Water and Light Offices at 1232 Haco Drive. Also that the Corporate Secretary be directed to file with the City Clerk information regarding pending changes in the rate structures on or before May 26, 2000. Discussion: The Commissioners discussed the proposed options for electric, water and steam. Mr. Pandy showed slides giving a history of rates, and indicating why the Board of Water and Light is asking for a rate increase. He reported that the City plans to raise sewer rates and City Officials have asked the BWL to hold off on the rate increase until January 1, 2001. Mr. Pandy explained that waiting until January 2001 would result in about$1.95 million revenue loss for the five months. Commissioner O'Leary inquired as to how the new deregulation bill would affect the electric rate increase. Mr. Pandy announced that the deregulation bill passed the Senate today by a vote of 25 to 12. The BWL remains exempt from Public Service Commission rules; all BWL rates are the authority of the Board of Commissioners. Even with a rate increase, BWL rates remain below those of Consumers Energy and Detroit Edison. Discussion ensued on how levelized rates affect cash flow and the cost of postponing the rate increases. Motion by Commissioner Royal, seconded by Commissioner O'Leary, to adopt the resolution. Action: Carried unanimously. #2000-5-9 FY 2001 BUDGET RESOLVED, That the annual budget covering Fiscal 2000-2001 be approved as presented. (See Attachment B.) FURTHER RESOLVED, That capital projects are authorized in the amount of the project estimate. Capital expenditures for fiscal 2000-2001 are limited to the amount included in the budget. Page 50 Board Minutes May 23,2000 Motion by Commissioner Creamer, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously. UNFINISHED BUSINESS #2000-5-10 Resolution to Adopt New Compensation Plan for Non-Bargaining Unit Employees WHEREAS, Dorey, Reagan&Associates (consultant)was engaged by the BWL (Resolution 92000-1-4) to assist staff with the following goals: 1. Recommend and implement changes to the Non-Bargaining Unit compensation plan. 2. Align the compensation system with a process-based organization. 3. Provide information enabling the BWL to design pay strategies, which are market driven. The last redesign of the BWL compensation system was conducted in June, 1980. WHEREAS, Staff and the consultant presented details of the new compensation plan for Non-Bargaining Unit employees with recommendations regarding changes. WHEREAS, as discussed by the Personnel Committee on October 27, 1999, and approved by the Board, the Board of Water and Light base pay in relation to market is established at the 50`h percentile. WHEREAS, The internal equity issue related to the Technical Skill Family, Grades 1 through 6, was reassessed, especially in relation to the Bargaining Unit. RESOLVED: 1. That the report on the new BWL Compensation Plan for Non-Bargaining Unit employees, submitted by Human Resources and consultant Dorey, Reagan &Associates, dated April 4, 2000,be received and filed. 2. That based on staff analysis and subsequent review by the Board, the market rate for the Technical Skill Family--Grades 1 through 6--be established at the 65th percentile of the grade range. 3. That the 5% over maximum limit for Non-Bargaining Unit Employee increases be lifted for FY 1999-2000 only. This qualifies Non- Bargaining Unit Employees for a one-time variable pay increase that may exceed the maximum. Board Minutes Page 51 May 23,2000 4. That the individual variable pay amount be offered in a lump sum rather than being spread over 26 pay periods. 5. That the General Manager be authorized to implement the recommended changes to the salary ranges and pay structures as set forth in the report on skill families effective July 1, 2000. 6. That 3.5% of the Non-Bargaining Unit employee payroll be budgeted for FY 2000-2001 to be used for performance increases,based on variable amounts, effective July 1, 2000. 7. That the General Manager be authorized to implement a variable pay plan for the non-bargaining unit employees for FY 2000-2001 with the following components: Maximum Variable Pay Percenta Corporate Share The Success Base Process Performance Results 2.5% Individual Performance Incentive 5.0% 7.5% 8. That the General Manager be authorized to pay employees with skills and experience which are critical to the BWL at base pay levels above the 50'h percentile. These exceptions shall be reviewed in consultation with the Assistant General Manager and Director of Human Resources. 9. That in order to emphasize the importance of performance appraisals and feedback for employees, all directors' and managers' individual incentive pay for FY 2000-2001 shall have 5% of the total 7.5%variable pay determined on the basis of the quality of performance appraisals conducted by these directors and managers. 10. That the new compensation plan shall be set as a two-tiered system. ■ For new employees as of July 1, 2000,the market rate will remain at the 50`h percentile of the market. The market rate will serve as the cap of base pay. ■ For current employees, the cap of their base pay will be set at 10% above the market rate. This proposed change allows for a gradual transition to the new plan and reduces the percentage of employees above market rate by approximately 30%. Furthermore, it will shift approximately $200,000 from variable to base pay, with an additional $30,000 for pension and benefit costs. Page 52 Board Minutes May 23,2000 Motion by Commissioner Murray, seconded by Commissioner Creamer, to take the proposed resolution for the Compensation Plan off the table. Action: Motion to take off the table was carried unanimously. Discussion Prior To Vote: Commissioner Christian expressed concern on the current lack of an appraisal system. Human Resource Director Linda Gardner stated that the appraisal system is in the process of being developed. She reported that Position Description Questionnaires (PDQ's) are currently being used as job descriptions,but have not yet been transferred to job descriptions. Commissioner Christian also asked Ms. Gardner how many appeals had been received; she responded that 120 out of 316 employees had filed appeals, this equals about 42%. Commissioner Royal expressed concern that she does not see the necessity of pushing this pay plan too quickly, but would rather see the plan more in place before adoption. Mr. Pandy stated that this is a continuous improvement plan which may not be totally in place in the beginning; the plan will be ongoing and will change year after year. The Chair called the question on the Resolution to Adopt the New Compensation Plan for Non Bargaining Unit Employees, as amended. Action: The resolution was not passed, as five affirmative votes of the total Board are required for passage. YEAS: Aquilina, Creamer, Murray, O'Leary- 4 NAYS: Christian, Royal—2 ABSENT: Callen, Werbelow -2 NEW BUSINESS #2000-5-11 PROPOSED RESOLUTION TO OFFER THE ROTH IRA PROGRAM TO EMPLOYEES WHEREAS, The Board of Water and Light desires to provide a payroll deduction Roth IRA Program to the employee pension options, and WHEREAS, Roth IRA contributions may be made after withholding taxes up to an annual contribution of$2,000.00, and WHEREAS, ICMA manages the BWL's 457 Deferred Compensation Plan and offers an IRS-approved Roth Program, and WHEREAS, Prudential,which manages the BWL Defined Contribution Plan investments, offers an IRS-approved Roth Program, and RESOLVED, That the BWL is hereby authorized to offer payroll deduction to its employees for Roth IRA options from both ICMA and Prudential retirement services. Board Minutes Page 53 May 23,2000 RESOLVED FURTHER, That the Chief Financial Officer is directed to take such actions as may be necessary to carry the Roth IRA Program into operation. Discussion: Commissioners discussed the advantages and disadvantages of Roth IRA's. Motion by Commissioner Christian, seconded by Commissioner Murray, to adopt the resolution. Action: Carried unanimously. RESOLUTIONS #2000-5-12 RESOLUTION HONORING JOHN ELASHKAR WHEREAS, the Lansing Board of Water and Light Commissioners wish to honor John Elashkar on the occasion of his retirement from the BWL on May 20, 2000, after more than 30 years of outstanding service and exceptional achievements, and WHEREAS, Hanna El-Ashkar had arrived in the United States of America as an alien visitor with six months visa from his home in Deir Mimas, Merjeyoun, Lebanon and was hired by the BWL in 1970 as a civil engineer, having graduated from the American University of Beirut; and WHEREAS, John Elashkar became a naturalized citizen of the United State of America on October 28, 1976; and WHEREAS, John Elashkar's professional competence as an engineer was recognized by the BWL in a series of promotions, including: 1977 Supervisor/Civil &Architectural Engineer 1980 Superintendent of Project Engineering 1981 General Superintendent/Project Engineering 1986 Director of Engineering Professional Engineer#24740; and WHEREAS, John Elashkar's breadth of knowledge and technical skills were recognized by the BWL in the fields of Information Systems, Environmental Services, Construction Services, and Materials Services resulting in his promotion to Director of Technical Services in 1990; and Page 54 Board Minutes May 23,2000 WHEREAS, John Elashkar's business judgment and managerial expertise were recognized by the BWL in his promotion to Assistant General Manager in October, 1998; and WHEREAS, John Elashkar's intelligence, experience, and professional discipline has contributed enormously to the citizens of the Greater Lansing Region in the provision of reliable, efficient and safe electrical power, public water supply and thermal energy; and under his leadership, BWL engineered and constructed over$443 million of capital improvements; and WHEREAS, John Elashkar's engineering skills permanently changed the skyline of Lansing with construction of BWL's modern electrostatic precipitators and three power plant chimneys towering 624 feet above the Eckert Power Station. NOW THEREFORE BE IT RESOLVED, that the Board of Water and Light Commissioners salute the many achievements, dedication, and professional competence of John Elashkar. RESOLVED FURTHER, that in keeping with his highest achievement, the Board of Water and Light Commissioners do hereby designate and name the Eckert Power Station Chimneys as "John Elashkar Monuments", and direct that a plaque commemorating his career at the BWL be affixed at the Eckert Power Station in honor of John Elashkar's many contribution to the well-being of our community. Action: Resolution approved by consensus. Retired Assistant General Manager John Elashkar expressed his gratitude to the Board of Water and Light for his 30 years of employment. He said that he learned a lot, and developed valuable friendships. GENERAL MANAGER'S REMARKS Chilled Water Contract—State of Michigan: General Manager Pandy announced there is a signed agreement with the State of Michigan for Chilled Water. Construction will begin this summer. The BWL will work with the City on a noise ordinance so that work can be done from 6:00 a.m. until 7:00 p.m. Mr. Pandy expressed his appreciation for the work of Clyde Dugan,John Elashkar, Sue McCormick, Jan Nelson, Dana Tousley and Larry Wilhite, in securing this agreement. Commissioner Christian asked for the time line of this project. Mr. Pandy said that service will begin in the Spring of 2001. Ottawa Station Update: General Manager Pandy handed out color-drawings showing a rendering of the proposed Ottawa Station Redevelopment Project. The feasibility study from Steiner and Associates has not yet been received. Board Minutes Page 55 May 23,2000 REMARKS BY COMMISSIONERS Commissioner Christian expressed his appreciation to John Elashkar for everything he has done for the Board of Water and Light, and wished him well in his retirement. EXCUSED ABSENCES By Commissioner Christian, seconded by Commissioner Murray, that the absences of Commissioners Callen and Werbelow be excused. Adopted unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. Cathy Gorman, BWL Employee, expressed her appreciation on not passing the Compensation Plan. ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Creamer, the meeting adjourned at 7:20 p.m. Is/Rosemary Sullivan, Acting Secretary Filed. May 30, 2000 Marilynn Slade, City Clerk Board of Water and Light,Lansing,Mi an Attachment A PROPOSED RESIDENTIAL ELECTRIC SERVICE RATE NO. i Availability- Ibis rate is available to any single-family or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through one meter. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single-family or multifamily dwelling unit of 4 units or less when a portion of the dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate - Shall be computed in accordance with the following charges: 8/10/00 9/1/01 9/1/02 Basic Service Charge $3.50 $4.00 $4.25 per customer per month Energy Charge Summer Billing Months of June through October $.0580 $.0600 $.06300 per kWh for the first 500 kWh $.0620 $.0641 $.0673 per kWh for all over 500 kWh Winter Billing Months of November through May $.0580 $.0600 $.06300 per kWh for the first 500 kWh $.0603 $.0624 $.0656 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board of Water and Light(BWL)property,or its operation,or the production and/or sale of electric energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Auxiliary Power Provision-Domestic customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customer's generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of $.022/kWh delivered. Customers selling energy to the BWL shall pay a charge of$6.40 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations - Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,L, ig,Michigan Attachment A This Rate is canceled RESIDENTIAL ALL ELEC-T-PdG SERVICE RATE TIQ'1TE NO.2 heating,AtftflfthjUfy This f4e is m,&i1able to afty single family or-multifafflily dwelling ef 4 units ef less"eft�he entir-e eleetfie fequifements for water Sefi,iee under this fate is fiet available te any single faffiily er-ffittftifth�nily dwelling ef 4 units ef:less'wheft a peFtietl ef the dwelling unit is used far-eeffifflefeial,indttstr-ia4,or-r-esale pur-peses tiftless the wifing is se affanged that sefviee flaf Nature of Serviee The sersiee is elternetingeuffent,60 heftz,single phase, 120 240 nafninal-:eltr S3.20 $0.0543 $0.0580 per-1E Lh f f all , f 500!A� p.,� $0 A miff.. Bill The fflinimufn bill is the 1..sie s ehafge ineluded i the niefithly fate. fees,Energy Cost �dj!!�._gpf This rate is subjeet te ffa Ener-gy Cost Adjustment faetef added te the abeve enefgy ehafges TaNAdeustm-fit Bills shall be inef eased within the lifflits ef eny gevemfnental autherity ef pelitieal sub divisien whieh levies taxes,heense fiEffiehise fees, epefa4iaftf ) Delayed Pay.M=gpi�E!!@Egg A delayed payment ehafge ef 5%of the unpaid balaftee,exeluding delayed pffyffient ) shall be added te any bill that is not paid ett of bef9r-e the due dftt-e-. AppliegfienCObayfg-ge A$7.00 ehafge shall be added to the first fegulaf bill fer all ettstefnefs tuming en sef-viee a a selaf:pelbrefed getterafing equipment may take senriee under-this fate sehedule undef speeial agfeementwith the BWL. The eustenier-shall pey the eharges set fi3fth abeN,e. A etistafner-taking attmiliafy power-under-this f:ate sheR pay all reasettable easts asseeiated with afty a4ter-alieft of BAIL equipment fequir-ed far-pfepef epeffftiefi of the eustefnef's gefiefa4ing equipment ift pafallel with the B3Aq=systeffi. A eustefflef ffi&y eleet te sell enefgy te the BIAIL eA the rate a Rules and Reg-!-!!gjjep!!._� Sef-viee under-this Fate is subjeet te the BlAq�Rules afid Regtfla4iens fef EleetFie Se ineefpefated herein by this r-efer-eftee. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mi-' 'Ian Attachment A PROPOSED GENERAL ELECTRIC SERVICE RATE NO.3 Availability-This rate is available to any customer desiring secondary voltage service for any purpose when supplied at one point of delivery through one meter. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for emergency or standby service. Nature of Service-The service is alternating current,60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/1/O1 9/1/02 Basic Service Charge $10 $12 $15 per customer per month Energy Charge Summer Billing Months of June through October $.690 $.0710 $.0740 per kWh Winter Billing Months of November through May $.0664 $.0683 $.0712 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Metering-Where the BWL elects to measure the service on the primary side of the transformers,the metered kWh thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter,the consumption as registered by the different meters will not be combined for billing purposes,but will be computed and billed separately. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Auxiliary Power Provision-Customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customer's generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of$.022/kWh delivered. Customers selling energy to the BWL shall pay a charge of$12.46 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lr ig,Michigan Attachment A PROPOSED LARGE GENERAL ELECTRIC SERVICE RATE NO.4 Availability-This rate is available to any customer desiring secondary voltage for any purpose when the electrical requirements are supplied at one point of delivery through one metering installation and the billing demand is 15 kW or. more. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for standby or emergency services. Nature of Service-The service is alternating current,60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/1/01 9/1/02 Basic Service Charge $30 $30 $32 per customer per month Capacity Charge $8.60 $8.6D $8.75 Per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through October $.0361 $.0383 $.0394 per kWh Winter Billing Months of November through May $.0330 $.0350 $.0360 per kWh Reactive Power Charge 1 $0.008 per kvarh in excess of 50%of total kWh. The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with BWL Rules and Regulations regarding power factor. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand-The billing demand shall be the kW supplied during the 15-minute period of maximum use during the month. Metering-Where the BWL elects to measure the service on the primary side of the transformer,the metered kW and kWh quantities thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one metering installation,the consumption as registered by the different metering installations will not be combined for billing purposes,but will be computed and billed separately. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mir" 3n Attachment A PROPOSED PRIMARY ELECTRIC SERVICE RATE NO.5 Availability-This rate is available to any customer desiring primary voltage service when the electrical requirements are supplied at one point of delivery through one metering installation(except as provided below for Multiple Delivery Point Aggregation)and the billing demand is 100 kW or more. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current,60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthly-Shall be computed in accordance with the following charges: 8/10/00 9/1/01 9/1/02 Basic Service Charge $75.00 $75.00 $80.00 per customer per month Capacity Charge $7.00 $7.00 $7.10 Per kW for all kW of On-Peak Billing Demand,plus $2.30 $2.30 $2.35 Per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through October $0.0315 $0.0336 $0.0347 Per kWh for all kWh during the On-Peak Period,plus $0.0277 $0.0286 $0.0313 Per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0.0300 $0.0320 $0.0330 per kWh for all kWh during the On-Peak Period,plus $0.0277 $0.0286 $0.0313 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 per kvarh in excess of 50%of total kWh The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with BWL Rules and Regulations regarding power factor. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand On-Peak Billing Demand: The On-Peak Billing Demand shall be the kW supplied during the 15-minute period of maximum use during the On-Peak Period during the month. Maximum Demand: The Maximum Demand shall be the kW supplied during the 15-minute period of maximum use during the month whether on-peak or off-peak. Schedule of on-peak and off-peak periods-The On-Peak Period shall be from 10:00 a.m.until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peak Period. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lr ig,Michigan Attachment A PRIMARY ELECTRIC SERVICE RATE NO.5 Multiple Delivery Point Aggregation-The 15-minute period demands of multiple delivery points of a customer may be summed for determination of the total On-Peak Billing Demand under the following conditions: (a)the Maximum Demand at each delivery point must equal or exceed 100 kW;(b)the total On-Peak Billing Demand shall not be less than 4,000 kW;and(c)the customer shall agree to a service contract with the BWL for the customer's full electrical service requirements at the aggregated delivery points for a period of not less than five(5)years. Aggregation shall be applicable for determination of the On-Peak Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand,shall apply to each delivery point independently. Metering-When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter installation,consumption as registered by the different meter installations will not be combined for billing purposes,but will be billed and computed separately except as provided for in Multiple Delivery Point Aggregation. Equipment Supplied by Customer-The customer shall be responsible for furnishing,installing and maintaining all necessary transforming,controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mir 3n Attachment A PROPOSED MUNICIPAL WATER PUMPING ELECTRIC SERVICE RATE NO.7 Availability-This rate is available to any political subdivision or agency of the State of Michigan desiring service for potable water pumping and associated potable water production equipment when the entire electrical requirements are supplied at one point of delivery through one meter. This rate is not available for emergency,standby,or auxiliary service. Nature of Service-The service is alternating current,60 hertz,three phase. The secondary or primary voltage is determined by the BWL. Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/01/O1 9/01/02 = Basic Service Charge $10.00 $10.00 $10.00 Per customer per month Energy Charge $.0520 $.0540 $.0560 Per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. EnerLy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Metering-Where the BWL elects to measure the service on the primary side of the transformers serving the customer, the metered kWh thus measured will be reduced 3%for billing purposes to adjust for transformer losses. %I Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,U g,Michigan Attachment A LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 Availability-This rate is available to any customer desiring primary voltage service when:(a)the electrical requirements are supplied at one or more points of delivery as provided below for Multiple Delivery Point Aggregation;(b)where the total On-Peak Billing Demand is 25,000 kW or more;and(c)the customer agrees to a service contract with the BWL for the customer's full electrical service requirements at the applicable delivery points for a period of not less than ten(10) years. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current,60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthlv Rate-Shall be computed in accordance with the following charges: Basic Service Charge $250.00 per delivery point per month Capacity Charge _$8.00 per kW for all kW of On-Peak Billing Demand,plus $1.50 per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through October $0.0300 per kWh for all kWh during the On-Peak Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0.0288 per kWh for all kWh during the On-Peak Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 Per k varh in excess of 50%of total kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand On-Peak Billing Demand: The On-Peak Billing Demand shall be the total kW supplied to all applicable delivery points during the 15-minute period of maximum use during the On-Peak Period during the month. (See Multiple Delivery Point Aggregation.) Maximum Demand: The Maximum Demand for each delivery point shall be the kW supplied during the 15- minute period of maximum use during the month whether on-peak or off-peak. Adopted:7/29/97 Effective:9/l/97 Board of Water and Light,Lansing,M' '-an Attachment A LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 Schedule of on-peak and off-peak periods-The On-Peak Period shall be from 10:00 a.m.until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peak Period. Multiple Delivery Point Aggregation-The 15-minute period demands of multiple delivery points of a customer shall be summed for determination of the total On-Peak Billing Demand under the following conditions: (a)the Maximum Demand determined at each delivery point must equal or exceed 1,000 kW;and(b)the total On-Peak Billing Demand shall not be less than 25,000 kW. Aggregation shall be applicable for determination of the On-Peak Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand,shall apply to each delivery point independently. Metering-When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter installation,consumption as registered by the different meter installations will not be combined for billing purposes,but will be billed and computed separately except as provided for Multiple Delivery Point Aggregation. Equipment Supplied by Customer-The customer shall be responsible for furnishing,installing and maintaining all necessary transforming,controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. `Rules and Re ulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: 7/29/97 Effective: 9/1/97 Board of Water and Light,L, ig,Michigan Attachment A PROPOSED OUTDOOR LIGHTING SERVICE RATE NO.9 Availability-This rate is available to any customer located within the Board of Water and Light(BWL)service area for dusk to dawn lighting of customer's premises. The BWL furnishes and maintains all lights. The installation will overhang private property from existing or new poles set at points accessible to BWL construction and maintenance equipment. This rate is not available for purposes of street,highway,or public thoroughfare lighting. Monthly Rate-Shall be computed in accordance with the following charges. Luminaires on Overhead Mast Arm on existing BWL poles High Pressure Sodium 8/10/00 9/01/01 9/01/02 100 W $8.39 $8.78 $9.04 250 W $14.15 $14.80 $15.24 400 W 315.13 $15.83 $16.30 Mercury Vapor' 175 W $8.80 $9.21 $9.48 400 W $15.13 $15.83 $16.30 Floodlighting Luminaires on Bracket Arm on existing BWL poles High Pressure Sodium 100 W $11.99 $12.54 $12.91 250 W $15.03 $15.72 $16.18 400 W $17.60 $18.41 $18.95 Metal Halide 400 W $21.87 $22.88 $23.55 1000 W $37.82 $39.57 $40.73 1500 W $52.49 $54.92 $56.53 In the event additional facilities or rearrangement of existing facilities is required,the BWL shall install,operate and maintain such facilities for the following monthly charges. Type of Facilities 8/10/01 9/01/01 9/01/02 35-foot wood poles including span of overhead $6.14 $8.98 $11.62 Per pole secondary extension 37-foot concrete pole including span of overhead $14.60 $16.52 $17.01 Per pole secondary extension Other facilities,hand set poles,or rearrangement 1.67%of est. cost of existing facilities Adopted: Proposed Effective:August 10,2000 'Rates apply to existing luminaires only and are not open to new business. Board of Water and Light,Lansing,Mir' 3n Attachment A OUTDOOR LIGHTING SERVICE RATE NO.9 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees, or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Service Contract-A written service agreement shall be entered into to take BWL service for a term of years determined as follows: (a) One year, if additional facilities are'not required, or (b) Three years, if additional facilities are-required (c) Five years,for metal halide lamps or if monthly charges calculated at 1.67%of estimated cost, (d) Ten years, if special contractual arrangements are made. In the event the customer discontinues service before the end of the agreement term,the established rate for the remaining portion of the agreement shall immediately become due and payable. The BWL will replace lamps or make repairs when practicable after the customer has reported that the installation requires servicing. Such replacements and repairs will be made during regular working hours. The BWL may refuse or restrict the service provided in this rate to seasonal type customers and/or may require such customers to pay for the service annually in advance where the permanency of the customer is doubtful or has not been demonstrated by the customer. If zplocation,including adjustment,of the outdoor protective light or relocation of other facilities used in connection with the light is desired by the customer during the term of the contract,the BWL will provide this service,if feasible,at the customer's expense. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,La g,Michigan Attachment A This rate is canceled PROCESS HEATING TING E1 ECT-RIn SERVICE RATE TAy Availability This rate is available to&ny ettsteffief desit-7ing pnffiary Yeltage sefviee undeF the fellewifig eenditiensi(a) the eleetfieal r-equireffients afe supplied at ene paint ef delivery thr-eugh efte Metering ' r (e)heat derived ffeffi f f less than ten(4-0)yeafs. Ris rate is fiat available f6f slandly Afenthl ,Rate cat, it be eefnptEtPf in aeeefdaneewith the F ll h b 6 8 $0.0350 ,nor-1,\IIE fee the kWh UPrnn nnnnoo �,.,;�-!EA Eh rvx arc c�rcca� - 008 perk'ar-h in exeess ef 50 Ftotal 1-.cr.)l ll cr 0 Minirr>um Rill The fainimuffi bill is the basie sef- iee haf-g..:__1uded in and ealettleAed as defined en a separate fate sehedule ineefper-ated hefeift by this fefer-enee levies taiEes,heense fees,ftaiiehise&es,ef any ether-ehafges against the Beafd's prepefty,er-i— the Energy Cost�A dju qtfn pnt This rate is subjeet to Em Fner-gy Gest AE�ttstfnent faeter added to the abeve eftefgy ehafges eenTe n at ..haf e sueh 1 inef eases. BiNine Demand 1sfeqUir-ements F Ft 'i 1._1 Curtailment Period Demand, is the 1EIAI YYlied during the i 5 fninute_ Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mi an Attachment A PROCESS HEATING ELECTRIC SERVICE RATE NO. 10 Multiple Delivery Point Age.Egggfigg billing installatiens will net be eaffibitted fbr billing puFpeses,but will be billed and eeniputed separate!y e3Eeept as pr-eN,ided fey installing andffiaintaifling all under tefffis established by the BWL. shall be added to any 1-,:11 that: et.&id e r-Leff.,the due dat— A $7 00,.1...fge shall 1.,.added to the fifst r ul..r bill f Rules and Reg—!—! Ser-Aee ander-this fate is subjeette the BAIL Rules afid Regtila4ians fer-Eleetiie Se. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,L• ig,Michigan Attachment A PROPOSED TRAFFIC LIGHT SERVICE RATE NO. 11 Availability-This rate is available to any political subdivision or agency of the State of Michigan desiring unmetered secondary service for operating traffic lights installed on streets or highways for traffic control and guidance. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/01/01 9/01/02 Basic Service Charge $1.65 $1.80 $2.00 Per customer per month Energy Charge $.0276 $.0293 $.0310 Per watt of active load per month The actual labor,material,miscellaneous and indirect charges experienced maintaining and relamping traffic signals during the preceding month. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electribal energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Determination of Active Load-The active load of flasher lamps or cyclically operated traffic control lamps shall be 50%of total wattage of all lamps used during one complete cycle of operation. The active load of continuous,non- intermittent steady burning lamps shall be 100%of the total wattage of all lamps used. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mi, an Attachment A PROPOSED SPACE CONDITIONING AND ELECTRIC WATER HEATING SERVICE RATE NO. 12 Availability-This rate is available to any customer desiring service for commercial/industrial space conditioning and/or electric water heating furnished through a separate meter to which no other electrical device except electric space heating, electric air conditioning,humidity control equipment or electric water heating equipment may be connected. Electric space heating will be considered to include heating by light system provided the primary means of space heating at the time of maximum heating requirements will be fumished by the lighting system with the balance of the heating requirements furnished by supplementary electric heating equipment. This rate is not available to new applications for heat for light systems received after March 1, 1979. This rate is not applicable to the use of electricity for electric air conditioning unless the customer has permanently installed electric space heating equipment and uses it as the principal source of space heating,or to the use of electricity for occasional or seasonal substitute for another method of water heating. Nature of Service-The service is alternating current,60 hertz,single phase at Board of Water and Light(BWL)available secondary voltage. Three phase service will be furnished at BWL option. Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/01/01 9/01/02 Basic Service Charge ' $20.00 $20.00 $20.00 Energy Charge Summer Billing Months of June through October $.0797 $.0822 $.0848 per kWh Winter Billing Months of November through May $.0495 $.0511 $.0526 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bill shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,L, "ng,Michigan Attachment A PROPOSED RESIDENTIAL ELECTRIC SERVICE, SENIOR CITIZEN RATE NO.21 Availability-This rate is available to any single family or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through the same meter. The customer must be 65 years of age and head of the household being served. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single family or multifamily dwelling of 4 units or less unit when a portion of the residence or dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Customers taking service under this rate shall provide evidence of age and contract with the Board of Water and Light (BWL)to remain on this rate for at least twelve(12)months. _ Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9/O1/O1 9/O1/02 Basic Service Charge $3.50 $4.00 $4.25 Energy Charge $.0405 $.0429 $.0455 per kWh for the first 300 kWh $.0683 $0.724 $.0768 per kWh for the next 200 kWh $.0917 $.0971 $.1030 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. EnerLry Cost Adiustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges ^and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mic in Attachment A PROPOSED STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system with secondary voltage available. Luminaires may be installed with no limitations as to spacing between luminaires. Where an overhead line extension is required to serve one or more luminaires,the BWL will furnish 350 linear feet of line extension per luminaire served from such extension. A special agreement will be required if more than 350 linear feet of line extension per luminaire is required. Nature of Service-The BWL will furnish,install, own,operate,and maintain all equipment comprising the street lighting system, and supply the unmetered energy. The BWL reserves the right to furnish service from either a series or multiple system or both. Annual Rate-The annual rate per luminaire with fixture and setting,payable in twelve(12)monthly installments, shall be as follows; High Pressure Sodium Luminair 8/01/00 9/01/01 9/01/02 70 W $64 $66 $68 1001W $73 $75 $77 150 W $83 $86 $89 250 W $103 $106 $109 400 W $131 $135 $139 1000 W $266 $275 $284 Mercury Vapor Luminaire' 100 W $69 $71 $73 175 W $81 $84 $87 250 W $96 $99 $102 400 W $123 $127 $131 1000 W $233 $241 $249 Metal Halide Luminaire 175 W $142 $147 $152 250 W $163 $168 $173 400 W $165 $170 $175 1000 W $320 $330 $340 1500 W $489 $505 $521 Induction Luminaire 85 W $69 $71 $73 165 W $82 $85 $88 Adopted:Proposed Effective:August 10,2000 'Rates apply to existing luminaires only and are not open to new business except where the BWL elects,at the customer's request,to install additional luminaires within an area already served by a mercury vapor lighting system. Board of Water and Light,I -sing,Michigan Attachment A PROPOSED STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Annual Rate(continued) - plus an additional annual charge,depending on type of installation, of: 8/10/00 9/01/01 9/01/02 Wood Pole—Overhead Service Wood Pole—Underground Service $75 $77 $79 Concrete Pole—Overhead Service $116 $120 $124 Concrete Pole—Underground Service $116 $120 $124 Post Top $75 $77 $79 Historic—Single Top $241 $249 $257 Large Historic—Dual Top $706 $729 $752 Small Historic—Dual Top $503 $519 $535 Wall/Tunnel—8760 hours $103 $106 $109 Wall/Tunnel—4200 hours $62 $64 $66 Bollard $239 $247 $255 Customer Contribution-The annual rates are based on fixtures normally stocked by the BWL,and installed utilizing normal construction techniques. The BWL may,at its option,upon customer request install a street lighting system not covered by the rates below. The customer,after installation,will be required to make a one time contribution equal to the difference between the actual installed cost and the BWL estimated installed cost of a standard installation. The annual unit charge for each luminaire will then be as stated below. Unit Replacement-The BWL may,at its option,upon customer request replace existing street light units. After installation,the customer shall make a one time contribution equal to the undepreciated value of the unit plus the cost of removal. Special Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges,contributions in aid of construction,tern or other special considerations when the customer requests service,equipment or facilities not normally provided under this rate. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Micr' 'n Attachment A PROPOSED STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system available. Nature of Service-The BWL will connect the customer's equipment to BWL lines, furnish the control equipment, supply the unmetered energy, control the burning hours of the lamps,provide normal replacement of luminaire refractors, control devices and lamps. The customer will furnish,install and own all equipment comprising the street lighting system,including,but not limited to the overhead wires or underground cables between luminaires and the supply circuits extending to the point of attachment with the BWL. All maintenance and replacement of the customer's equipment except normal lamp and glass replacement shall be paid by the customer. The BWL reserves the right to furnish service from either a series or multiple system or both. Annual Rate-The annual rate per luminaire,payable in twelve(12)monthly installments, shall be as follows: High Pressure Sodium Luminaire 8/01/00 9/01/01 9/01/02 70 W $33 $34 $35 100 W $43 $44 $45 150 W $52 $54 $56 250 W $72 $74 $76 400 W $101 $104 $107 1000 W $237 $245 $253 Mercury Vapor Luminaire' 175 W $48 $50 $52 250 W $65 $67 $69 400 W $91 $94 $97 1000 W $202 $209 $216 Incandescent Luminaire2 2500 L $68 $70 $72 4000 L $108 $111 $114 6000 L $130 $134 $138 Maintenance Charge-The actual labor,material,miscellaneous and indirect charges experienced maintaining street light units during the preceding month. Combined Rates-The annual rate for units consisting of more than one luminaire shall be the appropriate combination of individual unit charges above. Adopted:Proposed Effective:August 10,2000 `Rates apply to existing luminaires only and are not open to new business except where the BWL elects,at the customer's request,to install additional luminaires within an area already served by a mercury vapor lighting system. 2 Rates apply to existing luminaires only and are not open to new business. Board of Water and Light,L?--^ing,Michigan Attachment A PROPOSED STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Special Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges,contributions in aid of construction,term or other special considerations when the customer requests service,equipment or facilities not normally provided under this rate. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees, franchise fees,or any other charges against the BWL property, or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill that is not paid on or before the due date. Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mic' n Attachment A PROPOSED ECONOMIC DEVELOPMENT RIDER Purpose-The primary purpose of this rider is to enhance economic development in the Board of Water and Light (BWL) service area. It will be offered to customers when, in the utility's judgment, the availability of the rider is a major factor for the customer locating or expanding its operations and when the rider will result in a net benefit to the BWL and its customers. Availability-This rider is available to industrial customers on Large General Electric Service Rate No. 4 or Primary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8. For purposes of this rider, an industrial customer is defined as any business that manufactures a product for sale or research and development. This would include usage for facilities directly associated with and on the same premises as the manufacturing business such as offices and warehouses. A customer desiring service under this rider must contract for such service on or before December 31, 2003. This rate will be available for a period of five years from the date of the contract. All provisions of this rider are the same as the principal service rate with the following exceptions: New Customer-A new customer is a new industrial customer taking service on or after January 1, 1991, where the new load results in 100 kW or more.of billing demand. Existing Customer-An existing customer is an existing industrial customer who contracts for a bona fide increase in connected load resulting in an increase of 100 kW, or 10% of their historical billing demand, whichever is greater, or more of billing demand on or after January 1, 1991. Monthly Rate Capacity Charge: A percentage of the capacity charge included in the principal service rate, less credits, as follows: Contract Year % 1 50% 2 60% 3 70% 4 80% 5 90% Contracted Historical Billing Demand-An existing customer's contracted historical billing demand will be the average of the three highest registered demands, including metering adjustments, during the twelve(12)month period prior to the contract or as established by mutual consent. The contracted historical billing demand shall be subject to the 60% provision during the contract period. The BWL reserves the right to establish a contracted historical billing demand for all customers with duplicate or replacement operations within the BWL service area. Billing Demand-For a new customer, the entire billing demand shall be subject to the capacity charge in this rider and shall never be less than 100 kW or subject to the 60% provision. For an existing customer, or a new customer with an established contracted historical billing demand, the contracted historical billing demand shall be billed at the capacity charge in the customer's principal service rate. Only the billing demand in excess of the contracted historical billing demand shall be billed at the capacity charge in this rider and shall not be subject to the 60% provision. Minimum Charge-A new customer shall have a minimum billing demand of 100 kW. A customer, with an established contracted historical billing demand, shall have a minimum billing demand equal to 60% of the contracted historical billing demand. Adopted: Proposed Effective: August 10, 2000 Board of Water and Light,L, ng,Michigan Attachment A ENERGY COST ADJUSTMENT The Energy Cost Adjustment permits the monthly adjustment of rates for the costs of energy incurred in supplying electricity to retail customers. All residential and general service rates are subject to the Energy Cost Adjustment. In applying the Energy Cost Adjustment the applicable rate per kWh shall be increased or decreased by the amount of the current Energy Cost Adjustment. The following definitions and procedures will be followed in calculating the monthly Energy Cost Adjustment. Definitions Energy Cost Adjustment-the amount per kWh by which the applicable rates shall be adjusted for billing in each month. Energy Costs-those costs incurred in supplying retail electricity. Such costs include fuel burned,energy costs associated with firm power purchases,net interchange power costs,and costs associated with other temporary power transactions. The cost of fuel burned shall include the delivered cost of fuel(base cost,escalations, premiums/penalties,transportation,demurrage), outside lab fees and other outside costs related to fuel procurement, and fuel additives such as freeze proofing. Over/Under Recovery-the difference between actual Energy Costs for prior months and the amount of energy cost recovered by means of the Base Cost of Energy and the Energy Cost Adjustment. The Over/Under Recovery shall be added to the Energy Costs for purposes of computing the Energy Cost Adjustment for each month. Base Cost of Energy-the average Energy Cost included in the energy rates of the various rate schedules. Such amount shall not be recovered by means of the Energy Cost Adjustment. The current Base Cost of Energy is $0.017921 per kWh sold. Procedures estimated Energy Cost shall be projected for a twelve-month period. Any amount of Over/Under Recovery (positive or negative)shall be added to the Energy Cost to determine the total cost basis for the Energy Cost Adjustment. The total cost basis shall be divided by the projected total retail billed sales for the twelve-month period resulting in the average energy cost per kWh. The Base Cost of Energy shall be subtracted from the average energy cost to result in the Energy Cost Adjustment. The Energy Cost Adjustment shall be reviewed and, as necessary,revised periodically in accordance with the provisions of this schedule,but not less frequently than every twelve months. Effective February 2, 1999,through February 2,2003,the Energy Cost Adjustment is frozen at$0.001000 per kWh. Thus,the total cost of fuel and purchased power charged to customers is set at$0.018921 per kWh(Base 0.017921 +ECA 0.001000). Adopted: 1/26/99 Effective:2/1/99 Board of Water and Light,Lansing,Mic' in Attachment A SCHEDULED CURTAILMENT/INTERRUPTIBLE SERVICE RIDER Availability-This rider is available to customers on Primary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8 and any applicable future primary or transmission service rate approved by the commissioners. A customer desiring service under this rider must contract to curtail or interrupt its demand by 1,000 kW or more, upon notice by the Board of Water and Light(BWL). The amount of curtailable or interruptible demand subject to this rider may be limited by the Commissioners in total and by customer. Conditions of Curtailment/Interruption-The Commissioners may determine the total kW demand subject to this rider. The General Manager has authorization to negotiate with qualifying customers as to the following terms and conditions of this rider; [1]the customer kW demand subject to interruption or curtailment, [2]metering requirements, [3] the duration of any interruption or curtailment, [4]the notice period, and, [5]buy through provisions(if any). The contract with the customer will contain the conditions under which the BWL will require curtailment or interruption. Any reduced rate available will include some contribution to fixed costs and depend upon the customer's individual circumstances. The customer agrees to pay$50 per kW for the highest 15-minute kW demand created during the curtailed or interrupted period plus replacement energy out of pocket cost plus 10%should the customer choose not to curtail or interrupt electric load. Definitions Curtailed load-The customer agrees to reduce electric load upon notice from the BWL. Interrupted load-The customer agrees to receive no electricity upon notice from the BWL. Adopted:December 14, 1999 Effective:January 1,2000 Board of Water and Light,Ls �ng,Michigan Attachment A This rate is canceled r ♦NSING CITY ENT-ERPPdSE COMMUNITY REB AT- Purpose Th se ef this r-ebate is to eneaurage investfaent ift the proposed Lansing C-ity Ente Gerrifflunity. The Lansing City Enterprise Garriffitinity is defined as the fellowing 1990 eenstis tfaets!Nurn" and 65 er-as detefffiined by the City ef Lansing. > Availability This rebate is evailable fer a twe year peried frem the date the bansing City Enterprise Gefflffiullity is .e.,.,v.aib ilccrcptirxoirr:• v Enterprise Gernmunity. 2. This rebate is aNailable enly te etisterflefs restarting an e36sting idle water,e.--.... in Ih-e Lansing City Enterprise Geraffittnity after a peried of ne eeris 3. This rebate is net available te Eleetrie Rate 4 er Eleetrie Rate 5 eastaffiefs whe sip a eefitfaet fe, Payment Upon appheatieft by the eustefflef a-nd appfeval by the Gity of hansing Effid the Beard efWateF arid Light,the 0eleetfie, Adopted:Proposed Effective:August 10,2000 Board of Water and Light,Lansing,Mic' n Attachment A PROPOSED RENEWABLE ENERGY RIDER— (GREEN PRICING RIDER) Nature of Service-The BWL will provide green power to system per the participant enrollment,however,the BWL does not guarantee that the actual electricity delivered to each participant's facility at any specific time will be produced from a green supply resource. Availability-'This rider is available to customers making use of any BWL Electric Rate Schedule. Monthly Rate—Customers electing this premium service option will receive an additional charge for monthly energy of up to$7.50 per month for each 250 kWh block of electricity they choose to purchase under this rider. Actual prices will be published each November and will be based on the expected additional cost of renewable resources and other renewable/conservation programs for the upcoming year. Participation will be limited to the amount of resources that the BWL is able to secure. Minimum Bill--If the participant's actual monthly consumption is less than 250 kWhs,the participant will be charged for the full month's premium. Term and Form of Contract--All participants for this service under this rider will require a written contract stating the number of 250 kWh blocks and the specified period of time in which they will be enrolled. Adopted:Proposed Effective:August 10,2000 Board of Water and Light, Lansin 'Michigan Attachment A PROPOSED RESIDENTIAL WATER SERVICE RATE NO. 1 Availability-This rate is available to any single-family residence or multifamily dwelling of 4 units or less served by one meter. Monthly Rate- Shall be computed in accordance with the following charges. Basis Service Charge:per customer per month or part thereof: Meter 8/10/00 9/1/O1 9/1/02 5/8" $5.55 $5.90 $6.20 3/4" $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1'/4"or 1'/z" $32.19 $34.22 $35.96 2" $56.61 $60.18 $63.24 Commodity Charge:per ccf of water used per month; Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 Power and Chemical Cost Adiustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.50 per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: Proposed Effective:August 10,2000 Board of Water and Ligl- T ansing, Michigan Attachment A PROPOSED GENERAL WATER SERVICE RATE NO.2 Availability-This rate is available to any customer served on the BWL's water system. Service under this rate is not available for resale. Monthly Rate-Shall be computed in accordance with the following charges. Basic Service Charge:per customer per month or part thereof; - Meter 8/10/00 9/1/O1 9/1/02 518" $5.55 $5.90 $6.20 3/4" $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1'/4"or 1%" $32.19 $34.22 $63.24 2" $56.61 $60.18 $35.96 3" $127.65 $135.70 $142.60 41' $227.55 $241.90 $254.20 61' $511.71 $543.98 $571.64 g„ $909.09 $966.42 $1,015.56 10" $1,420.80 $1,510.40 $1,587.20 Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.50 per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property, or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light, Lansin• `Michigan Attachment A PROPOSED WATER SYSTEM CONNECTION FEES RATE NO.3 System Connection Fees-The following schedule of fees shall apply to all new water service connections made to the mains. This fee shall not apply to active services which are being replaced. Service Size Connection to Main 8/10/00 9/1/01 9/01/02 3/4" $1,223 $1,295 $1,365 1" $2,272 $2,405 $2,535 1'/4"or 1%" $5,068 $5,365 $5,655 2" $8,913 $9,435 $9,945 3" $20,097 $21,275 $22,425 4" $35,825 $37,925 $39,975 6" $80,562 $85,285 $89,895 8"and over $143,124 $151,515 $159,705 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. :,Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: Proposed Effective: August 10,2000 Board of Water and Lig" Lansing, Michigan Attachment A PROPOSED FIRE SERVICE RATE NO.4 Fire Service - A fire service line will be installed to a fire hydrant(s)or a customer's detector check valve in accordance with the schedule of charges for water system connection fees(Rate 3) and the current water service installation charges set forth in the Rules and Regulations for Water Service. The location of the detector check valve shall be determined by the Water Distribution Engineering Department. Fire service.lines shall be used for fire protection purposes only. No additional charges will be made for water used for testing and fire purposes. The customer shall maintain the detector check valve and fire protection system connected thereto in good condition in compliance with Section 34-9,Repair and Protection of Equipment, of the Code of the City of Lansing,Michigan. Monthly Fire Service Charge-Water supply and maintenance of a fire service line to a detector check valve shall be provided in accordance with the following schedule of charges: Service Size 8/10/00 9/1/01 9/01/02 4"or smaller $40 $42 $45 6" $90 $95 $100 8" $160 $170 $178 10"or larger $250 $265 $278 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property, or its operation, or the production and/or sale of water, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: Proposed Effective: August 10,2000 Board of Water and Light, Lansin; tichigan Attachment A PROPOSED LAWN SPRINKLING WATER SERVICE RATE NO.5 Availability-This rate is available to any customer served on the BWL's water system where the meter or service is installed solely for lawn sprinkling. Municipalities having jurisdiction over sewer system rates may designate other uses of water which are subject to this rate. Monthly Rate-Shall be computed in accordance with the following charges. Basic Service Charge:Billings subject to this rate are not subject to a Basic Service Charge. Commodity Charge:per ccf of water used per month 8/10/00 9/1/O1 9/1/02 all ccf $1.34 $1.41 $1.48 Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.5¢per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Ligh` Lansing, Michigan Attachment A PROPOSED FIRE HYDRANT CHARGES RATE NO.6 Annual Fire Hydrant Charge- Water Supply and maintenance of a fire service line to a public or private fire hydrant shall be provided in accordance with the following annual schedule of charges: 8/10/00 9/1/01 9/1/02 All Hydrants $305 $320 $336 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any.other charges against the Board's property, or its operation,or the production and/or sale of water, to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings§ubject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 Board of Water and Light, Lansir 'fichigan Attachment A This page is canceled LANSING CITY ENTERMSE COMMUNITY REBATE �iifp69e Tl e f this ,bat i + fwestffieat t «in the ,1 T ram'+J. i'" b Y Goxzxzatrxar . The-�-rcy-s=xxrefprrSc-GvmmQ.nity is defined-$S-the fAl1fJtiYft3g 1 990-F2$Stis tr$!'tTMmmvci3 ,z rr,v,i lrrri,�rrrnr�8,z�1 and 65 of:as dete'Fnified by the Gity of Availability xc¢sscris available for-a-tip`67P3r period-€fAm the date-the Laftsing Gity B$t2ipr-iSe-Gemmuflity is established. Axrproxzm-zs of+�hi.ricbvci��t¢P-Snm2-$9 t�P-pfi9Fipi Y$tP�-@1PEtHf-9��t2�-Scncciutc=iit the c1. This r-ebate is available a*to etistemer-s following 63wepfieffi. b b = This xcvacrxs available only rtocaJc m?fS b—Ei}F}St=iiig-idle F``at2r--@1PetiiEOI-steam 3. This Febate is not available to EleetFie Rate 4 or-Eleetfie Rate 5 eustafner-s whe sign a eefttfaet fer sef:viee r aymeat—TrTpon apph alien by the eustemer-and-appfeyal by the Gity of Lansing and the Board ef Alater-and Light, Adopted: Proposed Effective: August 10, 2000 Board of Water and Light, Lansing, Micnigan Attachment A PROPOSED GENERAL STEAM SERVICE RATE NO. 1 Availability-This rate is available to any customer receiving service from the Board of Water and Light(BWL)steam distribution system with a maximum gauge pressure of fifteen pounds per square inch(15 psi). Steam services at gauge pressures above 15 psi but not exceeding 100 psi,when available,may be supplied at the option of the BWL or upon request by the customer. Nature of Service- Saturated steam up to a maximum gauge pressure of 15 psi except as indicated above. Monthly Rate 8/10/00 9/1101 9/1/02 Basic Service Charge $5.00 $6.00 $7.00 per customer per month Commodity Charge Billing Months of June through November $6.55 $6.75 $6.95 per 1000 lbs. for the first 200,000 lbs. $6.90 $7.15 $7.35 per 1000 lbs. for all 1000 lbs. over 200,000 lbs. Billing Months of December through May $6.6� $6.85 $7.05 per 1000 lbs for the fast 200,000 lbs. $7.00 $7.25 $7.45 per 1000 lbs.for all 1000 lbs. over 200.000 lbs. Surcharge-A surcharge of ten(10)percent shall be added to the above rates for steam service supplied upon customer's request for service at gauge pressure above 15 psi but not exceeding 100 psi. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. (A fraction of 0.05($0.0005) cents or less will not be considered a full 0.1 ($0.001)cent;a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.) The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-The amine treatment adjustment allows for the monthly adjustment of rates to reflect the actual cost incurred due to amine feed. The factor shall be applied to each 1000 pounds(lbs)billed. The factor shall consist of 1.124 times the weighted average amine cost per 1000 lbs treated during the previous month. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL's property,or its operation,or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The Basic Service Charge included in the rate except that Special Minimum Charges shall be billed when the revenue received does not adequately compensate the BWL for the cost of furnishing service. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Reconnect Charge-A reconnect charge of$25.00 shall be added to any account which discontinues and reconnects service at the same address within a twelve(12)month period. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10.,2000 1 Board of Water and Light, L-.ising, Michigan Attachment A INDUSTRIAL STEAM SERVICE RATE NO.2 Availability:This rate is available to any customer engaged in mining or manufacturing and receiving steam at any BWL plant wall at a minimum gauge pressure of 250 psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. Monthly Rate: Demand Charge: $0.80 per pound per hour(lb/hr)for all lb/hrs of contract demand. $0.70 per pound per hour(lb/hr)for all lb/hrs exceeding contract demand Commodity Charge: $3.88 per thousand pounds(Mlb) Fuel Cost Adjustment: The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. [A fraction of 0.05 ($0.0005)cents or less will not be considered a full 0.1 ($0.001)cent; a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.] The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Minimum CharLye: Monthly Demand Charge above. Tax Adjustment: Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,or any other charges against the BWL's property.or its operation,or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand: The billing demand is the maximum demand(lb/hrs)supplied during the 15 minute period of maximum use during the month,but not less than the contract demand. Delayed Payment Charge: A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Regulations: Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted:December 20, 1994 Effective January 13, 1995 2 Board of Water and Light, Lansing, Micnigan Attachment A GENERAL STEAM SERVICE RATE NO.3 Availability-This rate is available to any customer receiving service from the Board of Water and Light(BWL)steam transmission or distribution system with a gauge pressure in excess of 100 psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. This service may include both firm and curtailable service. Monthly Rate -Per contract terms. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. (A fraction of 0.05 ($0.0005) cents or less will not be considered a full 0.1 ($0.001)cent;a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.) The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-,Per contract terms. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the BWL's property, or its operation,or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charee-Per contract terms. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations- Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference,unless superceded by the terms and conditions of the customer contract. Adopted: July 30, 1996 Effective: August 15, 1994 3 Board of Water and Light, L..tsing, Michigan Attachment A This Rate is Canceled �^ r' dq-r a d t F ll 1990 b N t Availability This r-ebate is available fer-a twe ye F-per-ied ffefn the Elate the Lans 2. This febate is avail Gity r J ef the total c' ..l_,,utility -g paid d l the b J `ii - ssscf viacr Adopted: Proposed Effective: August 10, 2000 4 Board of Water and Light, Lansing, MrLaigan Attachment A PROPOSED GENERAL CHILLED WATER SERVICE RATE NO.4 Availability—this rate is available to any customer desiring service from the Board of Water and Light(BWL)district cooling system. Service will be provided upon the customer entering into a contract with the BWL. The contract will govern the customer's contract demand and terms and conditions of service,which may vary due to customer requirements and the impact on BWL facilities. This rate is not available for standby or emergency service. Monthly Rate—Shall be computed in accordance with the following charges: Capacity Charge: $40.64 per ton for all tons of billing demand less than or equal to 105%of the contract demand,and$56.90 per ton for all tons of billing demand exceeding 105%of the contract demand. Commodity Charge: $0.115 per ton-hr Tax Adjustment—Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the BWL's property, or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Monthly Charge—The capacity charge included in the rate. Billing Demand—The billing demand shall be the maximum demand(tons)supplied during the 15-minute period of maximum use,but not less than 85%of the contract demand. The General Manager is authorized to waive billing demand in excess of 105%of the contract demand where such billing demand is incurred is the result of emergency conditions on a customer's system and such emergency condition is caused by equipment or piping failure and the BWL concurs in the existence of an emergency condition. Temperature Factor Adjustment—During the months of May through October;if the customer's return water temperature is below 57 degrees Fahrenheit(F),the customer's commodity charge will be increased by 2.0%for either;(1) each degree Fahrenheit the customer's supply and return water temperature differential is less than 15°F or,(2)each degree Fahrenheit the customer's return water temperature is below 57'F,whichever is less. The General Manager is authorized to waive the application of the Temperature Factor Adjustment where warranted in cases of customer hardship where such hardship is caused by facilities constructed prior to the BWL's District Cooling System. Meterjng—All services using chilled water from the BWL chilled water system shall be metered. The BWL shall,through consultation with the customer,determine the form in which the commodity shall be metered. Delayed Payment Charge—A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulations—Service under this rate is subject to the BWL Rules and Regulations for Chilled Water Service that are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 5 Attachment B BOARD OF WATER AND LIGHT, CITY OF LANSING MICHIGAN BUDGET FISCAL YEAR ENDING JUNE 30, 2001 Revenue Increases W=7%, E=3%, S=1% Chilled Water in Steam Utility Excludes CUC WATER ELECTRIC STEAM TOTAL PROJECTED INCOME STATEMENT $(000) FY 2001 � h SALES ccf/kwhlmlb } 10,982,315 3,137,770,000 2,410,780 y OPERATING REVENUE a 18,865 162,569 17,229 198,663 ti s Operations and Maintenance Expense 13,252 f Depreciation Expense 135,787 12,743 161,782 5 ,TOTAL OPERATING EXPENSE 3,134 16,934 1.519 21,587 5 16,386 152,721 14,262 183,369 1 ;OPERATING INCOME 2,479 9,848 2,967 15,294 !! Other Income Other Expense 1,647 3 947 584 6,1781. q 424 1.597 1.066 4.087 NET INCOME A 2,702 12,198 2,485 17,38511 {NET INCOME AFTER CITY PAYMENT + 4RETURN ON NET ASSETS (3/31/00) 2,119 6,836 1,812 10,767 OPERATING RATIO 1'9%: 2.9% 5.3% 2.8%!i ,.Y PROJECTED CASH�FLOW$(000) c I Restricted Operating Cash Restricted General Cash 1,971 16,535 1,900 20,406 Special Project/Construction Cash (1,981) 16,155 (3,374) 101800 'BEGINNING CASH 7-1-2000 5.618 7 6-18 20.812 34.048 5,608 40,308 19,338 65,254 r 3 Sources of Cash Net Income 2 702 Bond Proceeds 12,198 2,485 17,385 Depreciation 9,000 0 11,000 20,000 TOTAL SOURCES OF CASH �-� 16.934 11519 21,587 14,836 29,132 15,004 58,972 SOURCES OF CASH +BEGINNING CASH a 20,444 69,440 34,342 124,226 Uses of Cash Debt Principal i Transfer Repayment 971 1,671 59 34 1,318 3,960 7049 Capital Expenditures ( 2) 249 0 pp Payment to City ' 29,472 29,991 66,512 9 'TOTAL USES OF CASH 583 5.362 673 6.618 8,946 35,913 32,231 77,090I Restricted Operating Cash ti ;; Restricted General Cash 1,657 16,973 1,593 20,223 y Special Project/Construction Cash 3,237 6,000 1,000 10,237 4ENDING CASH 6-30-2001 6.604 10,554 482 16,676 11,498 :__..�,.r:1:�_4.,,.r__..�ti._.w._....�.,......:.:...,..,.�.....�,.�W...,_.....,.w.,.,..a:.....,..�..�,,:_...<..,_..�,. 33,527 2,111 Attachment B BOARD OF WATER AND LIGHT, CITY OF LANSING MICHIGAN BUDGET FISCAL YEAR ENDING JUNE 30, 2001 CENTRAL UTILITY COMPLEX PROJECTED INCOME STATEMENT$(000) FY 2001 SALES 0 OPERATING REVENUE 616. Operations and Maintenance Expense 560 Depreciation Expense .0 TOTAL OPERATING EXPENSE 560 OPERATING INCOME 56 Other Income 1,500 Other Expense 0 NET INCOME 1,556 NET INCOME AFTER CITY PAYMENT N/A RETURN ON NET ASSETS (3/31/00) N/A OPERATING RATIO 90.9% PROJECTED CASH FLOW$(000) FY 2001 Restricted Operating Cash 0 Restricted General Cash 0 Special Project/Construction Cash 60,000 BEGINNING CASH 7-1-2000 60,000 Sources of Cash Net Income 1,556 Bond Proceeds 0 Depreciation 0 TOTAL SOURCES OF CASH 1.556 SOURCES OF CASH + BEGINNING CASH 61,556 Uses of Cash Debt Principal 0 Transfer Repayment 0 Capital Expenditures 61,500 Payment to City 0 TOTAL USES OF CASH 61,500 Restricted Operating Cash 0 Restricted General Cash 0 Special Project/Construction Cash 56 ENDING CASH 6-30-2001 56 2 Attachment C SUMMARY OF CONTRACT PACKAGE November 1, 1999—October 31, 2003 Basic Agreement A. Four (4) year agreement retroactive to November 1, 1999 (expiring October 31, 2003). B. Parties agree to a "Moving Forward Statement" that will replace the "Living Agreement". I. Economic Changes A. Wage Increases 11/1/99 — 3.5% 10/31/00 11/1/00 — 3.0% 10/31/01 11/1/01 — 3.0% 10/31/02 11/1/02 — 3.0% 10/31/03 B. A 0.5% Lump Sum bonus which equals $229.00 per BU employee, for the elimination of the 90/10 program. C. Revised Attachment A-I effective for employees hired on and after July 1, 2000. D. Uniformity of premium for Production Relief Operators $.35 to $.50/hour. E. Health Care 1. Blue Cross Blue Shield of Michigan-Preferred Provider Organization-Community Blue. Includes choice of physicians (No requirement to have Primary Care Physicians) and hospitals. 2. Prescription drug co-pay of$2.00 for generic and $12.00 for brand named drugs. Office visit co-pays are still $5.00. The Flexible Spending Account may be used for any out of pocket medical expenses including prescription drug co-pays. The prescription drugs will be provided by National Prescription Administrators (N.P.A.) and will include a mail order package for maintenance prescriptions. Attachment C 3. Delta Dental-continuation of current insurance 4. Cap on cash-in-lieu of equal to $186.00 per month- F. Paid Time Off Credit increased from 150 to a maximum of 175 days. II. Other Issues A. Eliminate Acting Supervisor pay. B. Eliminate First Occasions. 1. Last pay out of_6.5 —9 days in April 2000. 2. Revised Excessive Absenteeism Program—changes eligibility requirements. C. Will handle grievances, special conferences, etc., in regularly scheduled weekly meetings with the Union B.A. and the Director H.R. and report out to the rest of the organization. D. Memorandums of Understanding that already exist will be placed in a separate book. E. Attachment B—Electric Production—Steam Production Operators will be eligible to bid for positions in the Electric Production Process. F. Attachment E—All except two (2)Apprenticeships have been revised to incorporate Federal Department of Labor,Bureau of Training, standards. G. Housekeeping Items 1. Language revised to incorporate Process Organization titles. 2. Some language placed into the body of the contract. H. Extension of 60 day provision for Permanent Transfers. Will use the same language that is used for extending Probationary employees. 1. 20-day language for bidding on jobs has been replaced with 15 days and 5 days for visiting another job or re-bidding on a job. 1 517 371 6855 P.02i60 MRY-30-2000 16:55 BD OF WRTER LIGHT Page 38 MINUTES OF THE BOARD OF COMNUSSIONERS' MEETING_.' LANSING BOARD OF WATER AND LIGHT...... _ _; Tuesday,May 23,2000 of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the The Board Michigan- order The meeting was called to Administrative Offices, 1232 Haco Drive,Lansing, by Chair Diane Royal. Charles M• Present: Commissioners Rosemarie E. Aquilina, Ernest J. Christian, Creamer,Mark A.Murray,David O'Leary, and Diane R. Royal. Absent: Commissioners Ronald C. Callen and Judson M. Werbelow. The Acting Secretary declared a quorum present. The Pledge of Allegiance was said by all. .bnunyLAI,, QF MINUTES was made by Commissioner O'Leary, seconded by Commissioner Creamer, to Motion s of regular session held Apn125, 200 approve the minute Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PU13LIC ARE WELCOME ON ANY OTHER TO SPEAK TO THE BOARD �ANY AGENDA MEETING. SUBJECT NOW, OR AT THE Fr ed Porter from the NAACP, 3700. West Holmes,He made refee on rence to a letter from governmental agencies goods and servces ys conducted on purchased. OD what it intends to do. the BWL dated March 24, 2000, and commended the Bta e of minority vendors being However, he expressed disappointment on the low percen g utilized by the BWL- ske regarding her utility bill. She and her Brenda Hanford, 3631B trochfiield Dr., popo monthly payment plan with the BWL and it husband have been trying get on an has been denied. P.02 MRY-30-2000 16:56 BD OF WRTER LIGHT 1 517 371 6855 P.03/60 Page 39 Board Minutes May 23,2000 Dick Taylor, BWL Test Group, spoke on the BWL Compensation Plan that was approved at the Committee of the Whole, and is to be voted on this evening. Mr. Taylor feels that there are still many unanswered questions on this plan. Several of the requests that he made at the Board Meeting of April 25, 2000,have not yet been addressed. COMMUNICATIONS An anonymous letter was received regarding the proposed pay plan for non-union workers, and a resolution approving taking $3.2 million a year, for the next 20 years, from the defined benefit pension plan. Received and placed on file. REPORTS OF COMMITTEES #2000-s-1 COMMITTEE OF THE WHOLE REPORT The Committee of the Whole met on May 9,2000, to discuss and consider the following items: 1. Fiscal Year 2000-2001 Budget 2. Rate Review for Electric, Water and Steam Utilities 3. Compensation Plan 4. Consolidated Utility Policies and Customer Choice Present were Commissioners Aquilina, Christian, Creamer,Murray, O'Leary, and Werbelow. Absent and excused were: Commissioners Callen and Royal. Fiscal Year 2000-2001 Budget. Chief Financial Officer Dana Tousley presented details of the preliminary budget by process for FY 2000-2001. He reviewed the history of rate increases, projected income statement and sales and revenue forecast. Following discussion,the Committee concurred with the proposed budget as submitted. A resolution for the adoption of the FY 2000-2001 is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. MRY-30-2000 16:56 HD OF WRTER LIGHT 1 517 371 6655 P.04i60 Board Minutes Page 40 May 23,2000 Utility Rate Review. Chief Financial Officer Dana Tousley presented an overview of the FY 2000-2001 annual rate review process and the BWL's financial condition. He reported that additional revenue is needed to reinvest in the system. Rate adjustments need to be considered for the electric, water and steam utilities. Options reviewed included: Water Rates Fiscal Year lion 1 Option 2 2001 7% 5% 2002 6% 5% 2003 5% 5% Electric Rates Fisca r do gnt-OLM 2001 5% 3% 2002 2% 3% 2003 2% 3% Steam Rates Fiscal Year (Central District On1Y� 2001 1% 2002 1% 2003 1% Staff agreed to present additional rate information for electric and water increases for review at the regular meeting. The Committee voted unanimously to recommend the setting of a public hearing date of July 11, 2000, to consider proposed rate adjustments for electric, water and steam. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Miscellaneous Fees and Charges. General Manager Pandy presented an overview of various fees and charges associated with trenching, site inspections,pole attachments, and other related services. It was noted that some of the fees and charges have not been revised in a number of years. Following discussion,the Committee voted unanimously to recommend approval of the changes to the electric and water fees and charges in the form presented. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Compensation Plan. General Manager Pandy and Human Rcsources Director Linda Gardner presented an overview of the history and the fundamental approach of the new compensation plan for non-bargaining employees. The new pay structure includes two major components: base pay and variable pay. Base pay for each skill family is competitive with the market. Pay MRY-30-2000 16:56 BD OF WRTER LIGHT 1 517 371 6855 P.05i60 Page 41 Board Minutes May 23,2000 ranges will be adjusted annually,based on market surveys. Variable pay is compensation above base pay. It must be re-earned each year,based on performance results on achievement of annual objectives. Variable pay includes multiple components based on the balanced scorecard concept, consisting of the following incentives: Corporate: Corporate measures and results. Process: Measures and performance results for each of the processes. Individual: Individual employee performance. Six employees spoke during the Public Comments portion of the meeting to express their concerns regarding the salary survey,performance appraisal system and retaining skilled and technical employees at the BWL. Following discussion, the Committee of the Whole voted, five to one,to take from the table the Resolution to Adopt the New Compensation Plan for Non Bargaining Unit Employees, as amended and attached to this Report, for consideration at the regular meeting on May 23, 2000. (YEAS:Aquilina, Christian, Creamer, O'Leary, Werbelow. NAYS: Murray) Consolidated Utility Policies and Customer Choice. General Manager Pandy reported on a new approach for water system extensions to provide timely service to customers and reduce costs. The continuing expansion of the water utility retail service area has resulted in significant additional required work effort in the primary areas of engineering, records management and construction. Although these impacts are funded by customer charges and contributions in aid of construction, new and innovative ways of doing business are required to meet the market demand for retail water service without increasing installation delays and backlogs and without increasing BWL exposure to unrecovered costs. A team from the Delivery and Marketing processes explored and analyzed the impact and options available to meet the challenges. The team concluded that the BWL should develop a process that will allow "customer choice"for service installations and watermain installation on customer sites. Customer choice provides the customer the option of choosing whether to have qualified contractors, or plumbers install water system components within the requirements of the BWL for same, or have the BWL install at a defined cost. Following discussion, the Committee voted unanimously to recommend the approval of the proposed Customer Choice program. This item is included in the General Manager's Recommendations for consideration at the regular meeting of May 23, 2000. Submitted by: Charles M. Creamer, Chair Pro Committee of the Whole MRY-30-2000 16:56 BD OF WRTER LIGHT 1 517 371 5655 P.06/60 Board Minutes Pagc 42 May 23,2000 Discussion: General Manager Pandy read the three new amendments made to the resolution on the new Compensation Plan. Commissioner Murray appreciated staff considering his concerns expressed in the Board Meeting of April 25, 2000. Commissioner Royal expressed her concern about the performance criteria not being formulated to this date. Motion by Commissioner Creamer, seconded by Commissioner O'Leary, to receive the Committee of the Whole Report. GENE MANAGER'S RECOIVIMENDATIO—NS Background materials on items presented are on f le in the Office of the Corporate Secretary. #2000-5-2 APPROVAL OF UNION CONTRACT WHEREAS, the Board of Water and Light(BWL)and the International Brotherhood of Electrical Workers (IBEW) Local 352 recognize the critical and ongoing need to improve customer service and reduce cost. As part of this labor agreement,the BWL and IBEW Local 352 are committed to a partnership;working together to improve the BWL's ability to compete in a rapidly changing marketplace. RESOLVED, That the four-year agreement reached between Management and the Union Negotiating Committee is retroactive to November 1, 1999, unless otherwise designated in the agreement, and is hereby approved. The labor agreement is to expire at Midnight, October 31, 2003. RESOLVED FURTHER,That the Chair and the Secretary be authorized to sign the labor agreement incorporating the settlement changes. An executive summary of major issues resolved is attached. Motion by Commissioner Christian, seconded by Commissioner Creamer, to adopt the resolution. Action: Carried unanimously. #2000-5-3 EXTENSION OF COAL SALES AGREEMENT RESOLVED, that the current coal requirement's agreement dated June 26, 1996 for Moores Park Steam Plant between BWL and Lodestar Energy be extended six (6) months, starting October 1, 2000 and ending March 31, 2001 at a reduction in price of 6.3%. In consideration of the contract extension, Lodestar has agreed to provide not less than 35,000 tons from 4/19/00 until 9/30/00 and not less that 35,000 tons from 10/1/00 until 3/31/01. MRY-30-2000 16:57 BD OF WRTER LIGHT 1 517 371 6655 P.07/60 Board Minutes Page 43 May 23,2000 Motion by Commissioner O'Leary, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously. #2000-5-4 REVISION OF ELECTRIC FEES AND CHARGES RESOLVED, that the BWL charges identified in the "Board of Water and Light Rules for Electric Service" be revised, effective June 1, 2000, as follows: Er ECTUTC FEES and CHARGES Charge Description when Applied Proposed Previous Last Revised Charge Charge Residential line extensions Greater than 600 ft At cost $2.10 It May 22, 1989 Winter Construction charge December 15— $8.50/trench ft $6.00/trench May 22, 1989 March 1 ft Site Inspection When applicable $75 ea. $15 ea_ May 22, 1989 Residential direct-buried When requested by $4.00/trench ft $2.40/trench May 22, 1989 service customer ft $200 minimum Commercial direct-buried When requested by $4.00/trench ft $2.40/trench May 22, 1989 service customer ft $200 minimum $100 minimum Riser pole charge When requested by $250 ea. $75 ea. May 22, 1989 customer Temporary service overhead Install&remove $185 ea. $65 ea. May 22, 1989 service drop, 100 ft max Temporary underground When requested by $350 ea. $80 ea. May 22, 1989 customer, (Normal) Connection& disconnection only April 15—November 1 MRY-30-2000 16:57 HD OF WRTER LIGHT 1 517 371 6655 P.08/60 Board Minutes Pagc 44 May 23,2000 Temporary underground When requested by $350 ea. $215 ea. May 22, 1989 customer, (Winter) Connection& disconnection only November 1—April 15 Joint trench charges To other utilities $1.70 if 3 joint $1.75/ft users surruner $2.55 if 2 joint $2.75/ft users winter Winter charge (may include may also apply. winter charge also The Electric Fees and Charges are brought fees have not been updated sincesthe at cost 1980's. providing such services. Many of these In the future, these fees and charges will be updated annually. The updating of Electric and Water Fees and Charges will positively impact BWL capital requirements by increasing the expected contribution in aid received from new customers, thus reducing BWL capital requirements by an estimated$75,000 in Fiscal 2001. Discussion: Commissioner Aquilina inquired if the changes in fees and charges need to be part of the Public Hearing. Chief Financial Officer Dana Tousley responded that the fees do not affect the price of electric,water or steam. Commissioner O'Leary noted that the water, electric and steam rates, as proposed,may be changed after the Public Hearing. Motion by Commissioner Aquilina, seconded by Commissioner O'Leary,to adopt the resolution. Action: Carried unanimously. #2000-5-5 REVISION OF WATER FEES AND CHARGES RESOLVED, that the BWL charges for Water service and hydrant construction and operation be changed, effective June 1, 2000, as follows: MAY-30-2000 16:57 HD OF WRTER LIGHT 1 517 371 6B55 P.09i60 Page 45 Board Minutes May 23,2000 FWA1U&EUdMLQHARgES Proposed Previou Lest Charge Description When Applied p Charge s Revised Charge Water Main Installation Unimproved road w/fire $27.10/ft $27.10/ft Apr 20, 1999 Charges,6"&8",larger covcrage,(1/2 amount= sizes by agreement Frontage Fee,if not previously collected) improved Roads Estimated 15%adder Dec 1, Cost Charged on mains 12"& $2,165 ea. $2,015 ea. Apr 20, charge20, Fire Hydrant installation smaller Up to and Incl. 1"Main-to- $850 ea. $850 ea. Apr 20, 1999 Curb Box Water Services Up to and incl. 1"Curb $15.10/ft $14.67/ft Apr 20, Box-to-Building 1999 (Connection Fee applicable) Up to and Incl. 1"split $350 ea. $135 ea. Jan 1, 1994 irrigation service Greater than 1"Main-to- Firm price Firm price Jan 1, 1997 Curb Box quote quote Greater than 1"Curb Box- Firm price Firm price Jan 1, 1997 to-Building quote quote Greater than 1"split Firm price Firm rice Jan 1, 1997 irrigation service quote :quote: Winter Construction Water Services,2"and $12.50/ft $3.00/ft under adder adder Frontage Fees and lit Firm price Firm price Additional chargesg p services other than quote quote published sizes,restoration, relocations,etc. MRY-30-2000 16:57 BD OF WRTER LIGHT 1 517 371 6B55 P. 10/60 Board Minutes Page 46 May 23,2000 Frozen meter charge 2i4 occurrence,or after 5/8" _ $137 5/8" _ $137 Oct 7, 1999 notice /." =$150 '/a" = $150 1" = $175 1" = S175 =$426 1 `/2"=$426 2" = $598 2" =$598 The Water Fees and Charges are brought up to date to reflect the BWL's actual cost of providing such services. In the future, these fees and charges will be updated annually. The updating of Electric and Water fees and charges will positively impact BWL's capital requirements by increasing the expected contribution in aid received from new customers, thus reducing BWL capital requirements by an estimated$75,000 in Fiscal 2001. Motion by Commissioner Creamer, seconded by Commissioner Aquilina,to adopt the resolution. Action: Carried unanimously. #2000-5-6 POLE ATTACHMENT FEES RESOLVED, that the BWL Pole Attachment fees be changed, effective June 1, 2000, and previous Resolutions rescinded, as follows: ELECI'RiC YEES and CHAEfM Charge Description When Applied Proposed Charge =Charge Last Revised Joint Use and Third Parry, At cost. At cost Various make ready Agreements Pole Attachment fees Annual fee $9.75 per $4.95 per January 1, attachment pole 1987 $200 minimum $60 minimum Application deposit, $15 per pole 7$15perpoie Ja987ry1, credited to make readycosts S300 minimum minimum MRY-30-2000 16:57 BD OF WRTER LIGHT 1 517 371 6B55 P. 11/60 Board Minutes Page 47 May 23,2000 The Pole Attachment fees are brought up to date to reflect the BWL's cost of providing such service. The updating of the Pole Attachment fees are expected to generate an additional S 120,000 in revenue in Fiscal 2001. Motion by Commissioner Christian, seconded by Commissioner Murray,to adopt the resolution. Action: Carried unanimously. #2000-5-7 CUSTOMER CHOICE FOR WATER SERVICE & MAIN INSTALLATIONS RESOLVED, That.BWL will allow customer choice for water service and main installations on customer sites. Customer choice will allow qualified contractors and/or developers to construct water system installations that meet BWL specifications and construction standards; the water system installations constructed in this manner will become assets that are owned by the BWL. RESOLVED FURTHER,That fees be assessed to recover the cost of ensuring compliance with these specifications and standards. This customer choice option provides a developer or builder the flexibility to control timing of the water service and main installation avoiding backlogs and construction delays which are unacceptable to the customer. In addition, recent costs for supplemental contracting indicates that BWL costs and risk can be reduced while meeting the customer's service requirements. Installation by qualified customer contractors and builders with standards and dedication to the public system is the standard in surrounding communities as well as 70% of the industry nationwide. Motion by Commissioner Creamer, seconded by Commissioner Murray, to adopt the resolution. Action: Carried unanimously. #2000-5-8 PROPOSED RATE SCHEDULES RESOLVED, that the proposed water, electric, and steam, rate schedules listed below and detailed in the attached proposed rate schedules be made the subject of a public hearing prior to further consideration by the Board of Commissioners. (See Attachment A— appended to minutes). MRY-30-2000 16:5B BD OF WRTER LIGHT 1 517 371 6B55 P. 12/60 Page 48 Board Minutes May 23,2000 Adopte Effec 've Water Utility Rate No. 1 —Residential Water Service 09/27/94 10/15/94 Rate No. 2—Commercial &Industrial Water Service 10/21/93 01/01/94 Rate No. 3 —Water System Connection Fees 07/29/97 09/01/97 Rate No. 4—Fire Service and Fire Hydrant Charges 12/21/93 O1/01/94 Rate No. 5—Lawn Sprinkling Water Service 12/21/93 01/01/94 Lansing City Enterprise Community Rebate 11/26/96 01/01/97 Electric Utility Rate No. 1 —Residential Electric Service 11/26/96 01/01/97 Rate No. 2—Residential All-Electric Service 11/26/96 01/01/97 Rate No. 3—General Electric Service 11/26/96 01/01/97 Rate No. 4—Large General Electric Service 07/29/97 09/01/97 Rate No. 5—Primary Electric Service 07/29/97 09/01/97 Rate No. 7—Municipal Water Pumping Electric Service 11/26/96 01/01/97 Rate No. 9—Outdoor Lighting Service 01/26/99 02/01/99 Rate No. 10—Process Heating Electric Service 07/29/97 09/01/97 Rate No. 11 —Traffic Light Service 11/26/96 01/01/97 Rate No. 12— Space Conditioning and Electric Water Heating 11/26/96 01/01/97 Service Rate No. 21 —Residential Electric Service—Senior Citizen 11/26/96 01/01/97 Rate No. 31 — Street Lighting Service—Board Owned Systems 01/26/99 02/01/99 Rate No. 32—Street lighting Service—Customer Owned 01/26/99 02/01/99 Systems MAY-30-2000 16:58 BD OF WRTER LIGHT 1 517 371 6855 P.13i60 Page 49 Board Minutes May 23,2000 Economic Development Rider 11/26/96 01/01/97 Lansing City Enterprise Community Rebate 11/26/96 01/01/97 Proposed Renewable Energy Rider(Green Power) Steam Utility Rate No. 1 —General Steam Service 12/20/94 01/13/95 Lansing City Enterprise Community Rebate 11/26/96 O1115191 Rate No. 1 —General Chilled Water Service 03/26/91 0415/9 FURTHER RESOLVED,that a public hearing to solicit public input on this matter be set for Tuesday, July 11, 2000 at 5:30 p.m.,in the Board of Water and Light Offices at 1232 Haco Drive. Also that the Corporate Secretary be directed to file with the City Clerk information regarding pending changes in the rate structures on or before May 26, 2000. Discussion: The Commissioners discussed the proposed options for electric, water and steam. Mr. Pandy showed slides giving a history of rates, and indicating why the Board of Water and Light is asking for a rate increase. He reported that the City plans to raise sewer rates and City Officials have asked the BWL to hold off on the rate increase until January 1, 2001. Mr. Pandy explained that waiting until January 2001 would result in about $1.95 million revenue loss for the five months. Commissioner O'Leary inquired as to how the new deregulation bill would affect the electric rate increase. Mr. Pandy announced that the deregulation bill passed the Senate today by a vote of 25 to 12. The BWL remains exempt from Public Service Commission rules; all BWL rates are the authority of the Board of Commissioners. Even with a rate increase, BWL rates remain below those of Consumers Energy and Detroit Edison. Discussion ensued on how levelized rates affect cash flow and the cost of postponing the rate increases. Motion by Commissioner Royal, seconded by Commissioner O'Leary, to adopt the resolution. Action: Carried unanimously. #2000-5-9 FY 2001 BUDGET RESOLVED, That the annual budget covering Fiscal 2000-2001 be approved as presented. (See Attachment B.) MRY-30-2000 16:5B BD OF WRTER LIGHT 1 517 371 BB55 P. 14/60 Page 50 Board Minutes May 23,2000 FURTHER RESOLVED,That capital projects are authorized in the amount of the project estimate. Capital expenditures for fiscal 2000-2001 are limited to the amount included in the budget. Motion by Commissioner Creamer, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously. UNFINISHED BUSINESS #2000-5-10 Resolution to Adopt New Compensation Plan for Non-Bargaining Unit Employees WHEREAS,Dorey, Reagan & Associates (consultant) was engaged by the BWL (Resolution #2000-1-4) to assist staff with the following goals: 1. Recommend and implement changes to the Non- Bargaining Unit compensation plan. 2. Align the compensation system with a process- based organization. 3. Provide information enabling the BWL to design pay strategies,which are market driven. The last redesign of the BWL compensation system was conducted in June, 1980. WHEREAS, Staff and the consultant presented details of the new compensation plan for Non-Bargaining Unit employees with recommendations regarding changes. WHEREAS, as discussed by the Personnel Committee on October 27, 1999, and approved by the Board, the Board of Water and Light base pay in relation to market is established at the 50"percentile. WHEREAS, The internal equity issue related to the Technical Skill Family, Grades 1 through 6, was reassessed, especially in relation to the Bargaining Unit. RESOLVED: 1. That the report on the new BWL Compensation Plan for Non- Bargaining Unit employees, submitted by Human Resources and consultant Dorey, Reagan & Associates, dated April 4, 2000, be received and filed. 2. That based on staff analysis and subsequent review by the Board, the market rate for the Technical Skill Family—Grades 1 through 6--be established at the 65th percentile of the grade range. MAY-30-2000 16:5B BD OF DATER LIGHT 1 517 371 6855 P. 15/60 Board Minutes Page 51 May 23,2000 3. That the 5%over maximum limit for Non-Bargaining Unit Employee increases be lifted for FY 1999-2000 only. This qualifies Non-Bargaining Unit Employees for a one-time variable pay increase that may exceed the maximum. 4. That the individual variable pay amount be offered in a lump sum rather than being spread over 26 pay periods. 5. That the General Manager be authorized to implement the recommended changes to the salary ranges and pay structures as set forth in the report on skill families effective July 1, 2000. 6. That 3.5% of the Non-Bargaining Unit employee payroll be budgeted for FY 2000-2001 to be used for performance increases, based on variable amounts, effective July 1,2000. 7. That the General Manager be authorized to implement a variable pay plan for the non-bargaining unit employees for FY 2000-2001 with the following components: Maximum Variable Pay Corporate Share The Success Percentage of Base Process Performance Results 2.5% Individual Performance Incentive 5.0% 7.5% 8. That the General Manager be authorized to pay employees with skills and experience which are critical to the BWL at base pay levels above the 50"percentile. These exceptions shall be reviewed in consultation with the Assistant General Manager and Director of Human Resources. 9. That in order to emphasize the importance of performance appraisals and feedback for employees, all directors' and managers' individual incentive pay for FY 2000-2001 shall have 5% of the total 7.5%variable pay determined on the basis of the quality of performance appraisals conducted by these directors and managers. 10. That the new compensation plan shall be set as a two-tiered system. For new employees as of July 1, 2000, the market rate will remain at the 50'percentile of the market. The market rate will serve as the cap of base pay. MRY-30-2000 16:59 HD OF WPTER LIGHT 1 517 371 6855 P.16/60 Page 52 Board Minutes May 23,2000 ■ For current employees, the cap of their base pay will beset at 10% above the market rate. This proposed change allows for a gradual transition to the new plan and reduces the percentage of employees above market rate by approximately 30%. Furthermore, it will shift approximately$200,000 from variable to base pay,with an additional $30,000 for pension and benefit costs. Motion by Commissioner Murray, seconded by Commissioner Creamer, to take the proposed resolution for the Compensation Plan off the table. Action: Motion to take off the table was carried unanimously. Discussion Prior To Vote: Commissioner Christian expressed concern on the current lack of an appraisal system. Human Resource Director Linda Gardner stated that the appraisal system is in the process of being developed. She reported that Position Description Questionnaire's (PDQ's) are currently being used as job descriptions, but have not yet been transferred to job descriptions. Commissioner Christian also asked Ms. Gardner how many appeals had been received; she responded that 120 out of 316 employees had filed appeals, this equals about 42%. Commissioner Royal expressed concern that she does not see the necessity of pushing this pay plan too quickly,but would rather see the plan more in place before adoption. Mr. Pandy stated that this is a continuous improvement plan which may not be totally in place in the beginning; the plan will be ongoing and will change year after year. The Chair called the question on the Resolution to Adopt the New Compensation Plan for Non Bargaining Unit Employees, as amended. Action: The resolution was not passed, as five affirmative votes of the total Board are required for passage. (YEAS: Aquilina, Creamer, Murray, D'Leary-4. NAYS: Christian, Royal-2.) NEW BUSINESS #2000-5-11 PROPOSED RESOLUTION TO OFFER THE ROTH IRA PROGRAM TO EMPLOYEES WHEREAS, The Board of Water and Light desires to provide a payroll deduction Roth IR.A,Program to the employee pension options, and WHEREAS, Roth IRA contributions may be made after withholding taxes up to an annual contribution of$2,000.00, and WHEREAS, ICMA manages the BWL's 457 Deferred Compensation Plan and offers an IRS-approved Roth Program, and MRY-30-2000 16:59 BD OF DATER LIGHT 1 517 371 6B55 P.17/60 Pap 53 Board Minutcs May 23,2000 WHEREAS,Prudential,which manages the BWL Program, ef Defined Contribution Plan investments, offers an IRS-approved � RESOLVED, That the BWL is hereby authorized to offer payroll deduction to its employees for Roth IRA options from both ICMA and Prudential retirement services. RESOLVED FURTHER,That the Chief Financial Officer is directed to take such actions as may be necessary to carry the Roth IRA Program into operation. Discussion: Commissioners discussed the advantages and disadvantages of Roth IRA's. Motion by Commissioner Christian, seconded by Commissioner Murray,to adopt the resolution. Action: Carried unanimously. RESOLUTIONS #2000-5-12 RESOLUTION HONORING JOHN ELASHKAR WHEREAS, the Lansing Boar Water and d of on May 20 Commissioners5 2000, after John Elashkar on the occasion of hisretirement eti ement from the BWL more than 30 years of outstanding service and exceptional achievements, and WHEREAS, Hanna El-Ashkar had arrived in the United States of America as an alien visitor with six months visa from his home in Deir Mimas, Mer eyoun,Lebanon and was hired by the BWL in 1970 as a civil engineer,having graduated from the American University of Beirut; and WHEREAS, John Elashkar became a naturalized citizen of the United State of America on October 28, 1976; and WHEREAS, John Elashkar's professional competence as an engineer was recognized by the BWL in a series of promotions, including: 1977 Supervisor/Civil & Architectural Engineer 1980 Superintendent of Project Engineering 1981 General Superintendent/Project Engineering 1986 Director of Engineering Professional Engineer#24740; and MAY-30-2000 16:59 HD OF WRIER LIGHT 1 517 371 6655 P.18/60 Board Minutes Page 54 May 23,2000 WHEREAS, John Elashkar's breadth of knowledge and technical skills were recognized by the BWL in the fields of Information Systems, Environmental Services, Construction Services, and Materials Services resulting in his promotion to Director of Technical Services in 1990; and WHEREAS, John Elashkar's business judgment and managerial expertise were recognized by the BWL in his promotion to Assistant General Manager in October, 1998; and WHEREAS, John Elashkar's intelligence, experience, and professional discipline has contributed enormously to the citizens of the Greater Lansing Region in the provision of reliable, efficient and safe electrical power,public water supply and thermal energy; and under his leadership, BWL engineered and constructed over$443 million of capital improvements; and WHEREAS, John Elashkar's engineering skills permanently changed the skyline of Lansing with construction of BWL's modern electrostatic precipitators and three power plant chimneys towering 624 feet above the Eckert Power Station. NOW THEREFORE BE IT RESOLVED, that the Board of Water and Light Commissioners salute the many achievements, dedication, and professional competence of John Elashkar. RESOLVED FURTHER, that in keeping with his highest achievement, the Board of Water and Light Commissioners do hereby designate and name the Eckert Power Station Chimneys as "John Elashkar Monuments", and direct that a plaque commemorating his career at the BWL be affixed at the Eckert Power Station in honor of John Elashkar's many contribution to the well-being of our community. Action: Resolution approved by consensus. Retired Assistant General Manager John Elashkar expressed his gratitude to the Board of Water and Light for his 30 years of employment. He said that he learned a lot, and developed valuable friendships. GENERAL MANAGER'S REMARKS Chilled Water Contract—State of Michigan: General Manager Pandy announced there is a signed agreement with the State of Michigan for Chilled Water. Construction will begin this summer. The BWL will work with the City on a noise ordinance so that work can be done from 6:00 Am until 7:00 PM. Mr.Pandy expressed his appreciation for the work of Clyde Dugan, John Elashkar, Sue McCormick, Jan Nelson,Dana Tousley and Larry Wilhite, in securing this agreement. Commissioner Christian asked for the time line of this project. Mr. Pandy said that service will begin in the Spring of 2001. BD OF WRTER LIGHT 1 517 371 6655 P. 19/60 MRY-30-2000 17:00 pagc 55 Board Minutes May 23,2000 wing Ottawa Station Update: General Manager Pan handed P°ote color-drawings feasibility°studya rendering of the proposed Ottawa Station RedevelopmentJ from Steiner and Associates has not yet been received. RED BY COMMISSIONERS Commissioner Christian expressed his appreciation to him Johnwell as n r fois re everything ryrth g he has done for the Board of Water and Light, an FxriTLED ABSENCES By Commissioner Christian, seconded by Commissioner Murray, that the absences of Commissioners Callen and Werbelow be excused. Adopted unanimously. PUBLIC'' CQMM M THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC AND�H SUBJECT. WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER Cathy Gorman,BWL Employee, expressed her appreciation on not passing the Compensation Plan. ,ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Creamer,the meeting adjourned at 7:20 p.m. Is/Rosemary Sullivan, Acting Secretary Filed: May 30, 2000 Marilynn Slade, City Clerk ,o MAY-30-2000 17:00 BD OF WRTER LIGHT 1 517 371 6B55 P.20i60 tsoara or water ana Ltgm,Lansing iicnigan PROPOSED RESIDENTIAL ELECTRIC SERVICE RATE NO. I Avallabilitv-This rate is available to any single-family or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through one meter. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single-family or multifamily dwelling unit of 4 units or less when a portion of the dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Nature of Service-The service is altemating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate - Shall be computed in accordance with the following charges: 8110l00 9/1</QI 4/1102 Basic Service Charge $3.50 S4.00 $4.25 per customer per month Energy Charge Summer Billing Months of June through October $.0580 $.0600 $.06300 per kWh for the first 500 kWh $.0620 $.0641 $.0673 per kWh for all over 500 kWh Winter Billing Months of November through May $.0580 $.0600 S.06300 per kWh for the first 500 kWh $.0603 $.0624 $.0656 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adiustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board of Water and Light(BWL)property,or its operation,or the production and/or sale of electric energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Aaplication Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Auxiliary Power Provision-Domestic customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customer's generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of $.0221kWh delivered. Customers selling energy to the BWL shall pay a charge of 56.40 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations - Service under this rate is subject to the 13WL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:00 BD OF WRTER LIGHT 1 517 371 6B55 P.21i60 rsoara of w atcr ana Ltgnt,Lansing micmgan This Rate is canceled 'ESI]DE TTT A T ►T T CT EC-T- JG EPER4/7E �Or2 _ &erviee under this rate is neE as,oi'able te any.9' hife-milly d-lo.,011iRg of 4 tmito of less v4ieft a PeRien ef gie Me"thlyRote? Shall be Mp. So9ie,Sef%,iee Charge 93.20 9Q .0543 per-WA foF the first 500 WAt D . �o ^S0$n.n Water . tames,hmase fees, gemeraiing equipment in"Fallel%ith the BV-q�oyetem. A eust a eel!energy to the BVPL e4 the rate e Rules md SoMee undef this rate is 6*eet Ee the BAIL Rules and Regulatiens for-Eiee�fio 9 - Adopted:Proposcd Effective:August 10,2000 MRY-30-2000 17:00 BD OF WRTER LIGHT 1 517 371 6655 P.22i60 nutuu vi VV=1 nnu L1gn1,Lansinjz -ncmgun PROPOSED GENERAL ELECTRIC SERVICE RATE NO.3 Availability-This rate is available to any customer desiring secondary voltage service for any purpose when supplied at one point of delivery through one meter. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for emergency or standby service. Nature of Service-The service is alternating current,60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9101 9/1/02 Basic Service Charge $10 $12 $15 per customer per month Energy Charge Summer Billing Months of June through October $.690 $.0710 $.0740 per kWh Winter Billing Months of November through May $.0664 $.0683 $.0712 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Metering-Where the BWL elects to measure the service on the primary side of the transformers,the metered kWh thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter,the consumption as registered by the different meters will not be combined for billing purposes,but will be computed and billed separately. Delaved Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. &tkxiliary Power Provision-Customers desiring electric service as an auxiliary source of power to wind or solar powered generating equipment may take service under this rate schedule under special agreement with the BWL. The customer shall pay the charges set forth above. A customer taking auxiliary power under this rate shall pay all reasonable costs associated with any alteration of BWL equipment required for proper operation of the customers generating equipment in parallel with the BWL system. A customer may elect to sell energy to the BWL at the rate of$.022/kWh delivered. Customers selling energy to the BWL shall pay a charge of$12.46 per month or part thereof instead of the above Basic Service Charge. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:01 BD OF WRTER LIGHT 1 517 371 6855 P.23i60 PROPOSED LARGE GENERAL ELECTRIC SERVICE RATE NO.4 Availability-This rate is available to any customer desiring secondary voltage for any purpose when the electrical requirements are supplied at one point of delivery through one metering installation and the billing demand is 15 kW or more. The limitation to secondary-voltage service may be waived in instances where the character of the electric load at the premises served has changed substantially. This rate is not available for standby or emergency services. Nature of Service-The service is alternating current,60 hertz,single phase or three phase. The secondary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges. 8/10/00 9JIM 9!1/02 Basic Service Charge $30 $30 $32 per customer per month Capacity Charge $8.60 $8.60 $8.75 Per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through October $.0361 $.0383 $.0394 per kWh Winter Billing Months of November through May $.0330 $.0350 $.0360 per kWh Reactive Power Charge $0.008 per kvarh in excess of 50%of total kWh. The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with BWL Rules and Regulation regarding power factor. ,Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Ent Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any govemmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand-The billing demand shall be the kW supplied during the 15-minute period of maximum use during the month. Metering-Where the BWL elects to measure the service on the primary side of the transformer,the metered kW and kWh quantities thus measured will be reduced by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one metering installation,the consumption as registered by the different metering installations will not be combined for billing purposes,but will be computed and billed separately. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Aaaileatlon Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and RcEWations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:01 BD OF WRTER LIGHT 1 517 371 6655 P.24i60 Duaru ul vv atcr anu Ltgnt,Lansing micmgan PROPOSED PRIMARY ELECTRIC SERVICE RATE NO.5 AyailabJ1ity-This rate is available to any customer desiring primary voltage service when the electrical requirements are supplied at one point of delivery through one metering installation(except as provided below for Multiple Delivery Point Aggregation)and the billing demand is 100 kW or more. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current,60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges: $/10/00 9L= 9/1 02 Basic Service Charge $75.00 $75.00 $80.00 per customer per month Capacity Charge $7.00 $7.00 $7.10 Per kW for all kW of On-Peak Billing Demand,plus $2.30 $2.30 $2.35 Per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through October $0.0315 $0.0336 $0.0347 Per kWh for all kWh during the On-Peak Period,plus $0.0277 $0.0286 $0.0313 Per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0.0300 $0.0320 $0.0330 per kWh for all kWh during the On-Peak Period,plus $0.0277 $0,0286 $0.0313 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 per kvarh in excess of 50%of total kWh The Reactive Power Charge shall be applicable to customers who have reactive kilovar hour(kvarh)metering installed in accordance with BWL Rules and Regulations regarding power factor. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adiustnaent-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand On-Peak Billing Demand: The On-Peak Billing Demand shall be the kW supplied during the 15-minute period of maximum use during the On-Peak Period during the month. Maximum Demand: The Maximum Demand shall be the kW supplied during the 15-minute period of maximum use during the month whether on-peak or off-peak. Schedule of on-Desk and off-Weak per cods-The On-Peak Period shall be from 10:00 a.m.until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peak Period. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:01 BD OF WRTER LIGHT 1 517 371 6B55 P.25i60 aviuu ur w a=anu r,ignr,Lansing micmgan PRIMARY ELECTRIC SERVICE RATE NO.5 Multiple Delivery Point Aggregatlon-The 15-minute period demands of multiple delivery points of a customer may be summed for determination of the total On-Peak Billing Demand under the following conditions: (a)the Maximum Demand at each delivery point must equal or exceed 100 kW; (b)the total On-Peak Billing Demand shall not be less than 4,0001:W; and(c)the customer shall agree to a service contract with the BWL for the customer's full electrical service requirements at the aggregated delivery points for a period of not less than five(5)years. Aggregation shall be applicable for determination of the On-Peak Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand,shall apply to each delivery point independently. Metering-When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meter installation,consumption as registered by the different meter installations will not be combined for billing purposes,but will be billed and computed separately except as provided for in Multiple Delivery Point Aggregation. Equipment SuRpl,ley Customer-The customer shall be responsible for furnishing,installing and maintaining all necessary transforming,controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7,00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MAY-30-2000 17:02 BD OF IWRTER LIGHT 1 517 Z71 6B55 P.26i60 Board of Water and Light,Lansing- '4ichigan PROPOSED MUNICIPAL WATER PUMPING ELECTRIC SERVICE RATE NO,7 Availabillty-This rate is available to any political subdivision or agency of the State of Michigan desiring service for potable water pumping and associated potable water production equipment when the entire electrical requirements are supplied at one point of delivery through one meter. This rate is not available for emergency,standby,or auxiliary service. Nature of Service-The service is alternating current,60 hertz,three phase. The secondary or primary voltage is determined by the BWL. Monthly Rate-Shall be computed in accordance with the following charges. 8/10100 01 01 01 02 Basic Service Charge $10.00 $10.00 $10.00 Per customer per month Energy Charge 5.0520 $.0540 $.0560 Per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Meterin -Where the BWL elects to measure the service on the primary side of the transformers serving the customer, the metered kWh thus measured will be reduced 3%for billing purposes to adjust for transformer losses. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted.Proposed Effective:August 10,2000 MRY-30-2000 17:02 BD OF WRTER LIGHT 1 517 371 6B55 P.27i60 ovaru ui w agar anu Ltgne,LUISM}r. rvuemg:rn LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 Availability-This rate is available to any customer desiring primary voltage service when: (a)the electrical requirements are supplied at one or more points of delivery as provided below for Multiple Delivery Point Aggregation;(b)where the total On-Ptak Billing Demand is 25,000 kW or more;and(c)the customer agrees to a service contract with the BWL for the customer's full electrical service requirements at the applicable delivery points for a period of not less than ten(10) years. This rate is not available for standby or emergency service. Nature of Service-The service is alternating current,60 hertz,three phase. The primary voltage is determined by the Board of Water and Light(BWL). Monthly Rate-Shall be computed in accordance with the following charges: Basic Service Charge $250.00 per delivery point per month Capacity Charge $8.00 per kW for all kW of On-Peak Billing Demand,plus $1.50 per kW for all kW of Maximum Demand Energy Charge Summer Billing Months of June through Ocrober $0.0300 per kWh for all kWh during the On-Peak Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period,plus Winter Billing Months of November through May $0.0288 per kWh for all kWh during the On-Peak Period,plus $0.0260 per kWh for all kWh during the Off-Peak Period Reactive Power Charge $0.008 Per k varh in excess of 50%of total kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Enemy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adlustmient-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand On-Peak Billing Demand: The on-Peak Billing Demand shall be the total kW supplied to all applicable delivery points during the 15-minute period of maximum use during the On-Peak Period during the month. (See Multiple Delivery Point Aggregation.) Maximum Demand: The Maximum Demand for each delivery point shall be the kW supplied during the 15- minute period of maximum use during the month whether on-peak or off-peak. Adopted:7/29/97 Effccti ve: 9/1/97 MRY-30-2000 17:02 BD OF WRTER LIGHT 1 517 371 6655 P.26/60 Board of Water and Light,Lansmr `4tehtgan LARGE CAPACITY ELECTRIC SERVICE RATE NO.8 e;ti^d��le of on-neAk 9nd off-{Leak o re iods-The On Period shall be from 10:00 a.m.until 6:00 p.m.,Monday through Friday. All other hours shall comprise the Off-Peak Period. Multiple De ivery Point Aggregation-The 15-minute period demands of multiple delivery points of a customer shall be summed for determination of the total On-Peak Billing Demand under the following conditions: (a)the Maximum Demand determined at each delivery point must equal or exceed 1,000 kW;and(b)the total On-Peak Billing Demand shall not be less than 25,000 kW. Aggregation shall be applicable for determination of the On-Peak Billing Demand only. All other charges,including the Basic Service Charge and Maximum Demand,shall apply to each delivery point independently. Metering-When the BWL elects to measure the service on the secondary side of the transformers,the metered kW and kWh quantities thus measured will be increased by 3%for billing purposes to adjust for transformer losses. Where the customer receives service through more than one meta installation,consumption as registered by the different meter installations will not be combined for billing purposes,but will be billed and computed separately except as provided for Multiple Delivery Point Aggregation. Equipment Supplied by Cpstomer-The customer shall be responsible for famishing,installing and maintaining all necessary transforming,controlling and protective equipment required for service beyond the BWL primary-voltage delivery point. At the sole option of the BWL,a customer may lease such transformers or other equipment from the BWL under terms established by the BWL. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A S7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and ReQulatlons-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:7/29/97 Effective: 9/1/97 MRY-30-2000 17:02 BD OF WRTER LIGHT 1 517 371 6855 P.29/60 tjoam of water ana Lignt,Lansmp micnigan PROPOSED OUTDOOR LIGHTING SERVICE RATE NO.9 Availability-This rate is available to any customer located within the Board of Water and Light(BWL)service area for dusk to dawn lighting of customer's premises. The BWL furnishes and maintains all lights. The installation will overhang private property from existing or new poles set at points accessible to)3WL construction and maintenance equipment. This rate is not available for purposes of street,highway,or public thoroughfare lighting. Monthly Rate-Shall be computed in accordance with the following charges. Luminaires on Overhead Mast Arm on existing BWL poles High Pressure Sodium $/ 0 0 9/01/01 9/01 02 100 W $8.39 $8.78 $9.04 250 W $14.15 $14.80 $15.24 400 W $15.13 $15.83 $16.30 Mercury Vapor 175 W $8.80 $9.21 $9.48 400 W $15.13 $15.53 $16.30 Floodlighting Luminaires on Bracket Arm on existing BWL poles High Pressure Sodium 100 W $11.99 $12.54 $12.91 250 W $15.03 $15.72 $16.18 400 W $17.60 $18.41 $18.95 Metal Halide 400 W $21.87 $22.88 $23.55 1000 W $37.82 $39.57 $40.73 1500 W $52.49 $54.92 $56.53 In the event additional facilities or rearrangement of existing facilities is required,the BWL shall install, operate and maintain such facilities for the following monthly charges. Type of Facilities 8/10/01 9/01/01 9/01/02 35-foot wood poles including span of overhead $6.14 $8.98 $11.62 Per pole secondary extension 37-foot concrete pole including span of overhead $14.60 $16.52 $17.01 Per pole secondary extension Other facilities,hand set poles,or rearrangement 1.67%of est. cost of existing facilities Adopted:Proposed Effective:August 10,2000 'Razes apply to existing luminaires only and are not open to new business. MRY-30-2000 17:03 HD OF WRTER LIGHT 1 517 371 6855 P.30i60 uv4V Vl •.4abl W.Y LiIL[lll,La11J111lC- 1�1lV llll,f Gil OUTDOOR LIGHTING SERVICE RATE NO.9 Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges,shall be added to any bill that is not paid on or before the due date, Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Service Contract-A written service agreement shall be entered into to take BWL service for a term of years determined as follows: (a) One year,if additional facilities are not required,or (b) Three years,if additional facilities are required (c) Five years, for metal halide lamps or if monthly charges calculated at 1.67%of estimated cost, (d) Ten years, if special contractual arrangements are made. In the event the customer discontinues service before the end of the agreement term,the established rate for the remaining portion of the agreement shall immediately become due and payable. The BWL will replace lamps or make repairs when practicable after the customer has reported that the installation requires servicing. Such replacements and repairs will be made during regular working hours. The BWL may refuse or restrict the service provided in this rate to seasonal type customers and/or may require such customers to pay for the service annually in advance where the permanency of the customer is doubtful or has not been demonstrated by the customer. If relocation,including adjustment, of the outdoor protective light or relocation of other facilities used in connection with the light is desired by the customer during the term of the contract,the BWL will provide this service, if feasible, at the customer's expense. Adopted:Proposed Effective:August 10,2000 MAY-30-2000 17:03 BD OF WRTER LIGHT 1 517 371 6855 P.31/60 JJVMU VL •V CALVL O1lU L1�,11 L,LG1L7lll�.• I 11 NllltY.JUII This rate is canceled n• ENo .10 ided eenneeted load of f , OF a file fifieluding pms,isieitst here, n a..f Water-and Tight raua+ $250.09 per eustenwf­peFTaenth Gapaeity Charge .90 Charge 69.8749 ;$}59 fteaeflw Power Charge S9.09$ f+ energy Om fees, ) f ett Nike Dpmartd 11U2 MeAmem Demand! is the 1 W PJA0.7 d o the IS fninute per-,. .,9yA ase d g the fnenfli. Adoptcd:Proposed Effective:August 10,2000 MRY-30-2000 17:03 BD OF WRTER LIGHT 1 517 371 6B55 P.32i60 PROCESS HEATING C7 L'C:MC SERA710E D A T'fvS7 E NO.TU I - jhe tetai-Maximum Demand shefl not be legs than suffuned fey-deteffninafief,of the total Gunailmen- All egier- r r meeessarf f Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:03 BD OF WRTER LIGHT 1 517 371 6655 P.33/60 tsoara or water ana Ltgnt,Lanstne ivucntgan PROPOSED TRAFFIC LIGHT SERVICE RATE NO. 11 Availabiliri-This rate is available to any political subdivision or agency of the State of Michigan desiring unmetered secondary service for operating traffic lights installed on streets or highways for traffic control and guidance. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Monthly Rate-Shall be computed in accordance with the following charges. 8110/00 9/01/0 9/ Basic Service Charge $1.65 51.50 $2.00 Per customer per month Energy Charge $.0276 $.0293 $.0310 Per watt of active load per month The actual labor,material,miscellaneous and indirect charges experienced maintaining and relamping traffic signals during the preceding month. Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. :rax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Determination of Actiye_Load-The active load of flasher lamps or cyclically operated traffic control lamps shall be 50%of total wattage of all lamps used during one complete cycle of operation. The active load of continuous,non- intermittent steady burning lamps shall be 100%of the total wattage of all lamps used. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Regulatious-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 NRY-30-2000 17:04 BD OF WRTER LIGHT 1 517 371 BB55 P.34i60 auruu v► yr atcl aiw JA6UL,i.:uuwg. ivilungari PROPOSED SPACE CONDITIONING AND ELECTRIC WATER HEATING SERVICE RATE NO.12 Availability-This rate is available to any customer desiring service for commercial/industrial space conditioning and/or electric water heating furnished through a separate meter to which no other electrical device except electric space heating, electric air conditioning,humidity control equipment or electric water heating equipment maybe connected. Electric space heating will be considered to include heating by light system provided the primary means of space heating at the time of maximum heating requirements will be furnished by the lighting system with the balance of the heating requirements furnished by supplementary electric heating equipment. This rate is not available to new applications for heat for light systems received after March 1, 1979. This rate is not applicable to the use of electricity for electric air conditioning unless the customer has permanently installed electric space heating equipment and uses it as the principal source of space heating,or to the use of electricity for occasional or seasonal substitute for another method of water heating. Nature of Servlee-The service is alternating current,60 hertz,single phase at Board of Water and Light(BWL)available secondary voltage. Three phase service will be furnished at BWL option. Mgnthly Rate-Shall be computed in accordance with the following charges. 8 1J 0/00 9 01 01 9/0y Basic Service Charge $20.00 $20.00 $20.00 Energy Charge Summer Billing Months of June through October $.0797 $.0822 $.0848 per kWh Winter Billing Months of November through May $.0495 S.0511 $.0526 per kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adjustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustmeut-Bill shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Cha ge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rulea grid Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted: Proposed Effective:August 10,2000 MRY-30-2000 17:04 BD OF WRTER LIGHT 1 517 371 BB55 P.35/60 Board of Water and Light,Lansino Michigan PROPOSED RESIDENTIAL ELECTRIC SERVICE, SENIOR CITIZEN RATE NO.21 Availability-T mil This rate is available to any single fay or multifamily dwelling of 4 units or less when the entire electric requirements are supplied at one point of delivery through the same meter. The customer must be 65 years of age and head of the household being served. Service to appurtenant buildings may be taken through the same meter. Service under this rate is not available to any single family or multifamily dwelling of 4 units or less unit when a portion of the residence or dwelling unit is used for commercial,industrial,or resale purposes unless the wiring is so arranged that service for residential and non-residential purposes are metered separately. Customers taking service under this rate shall provide evidence of age and contract with the Board of Water and Light (BWL)to remain on this rate for at least twelve(12)months. Nature of Service-The service is alternating current,60 hertz,single phase, 120/240 nominal volts. Montbly Rate-Shall be computed in accordance with the following charges. 810 9/0101 9/01/02 Basic Service Charge $3.50 $4.00 $4.25 Eaergy Charge $.0405 $.0429 $.0455 per kWh for the first 300 kWh $.0683 $0.724 $.0768 per kWh for the next 200 kWh $.0917 $.0971 S.1030 per kWh for all over 500 kWh Minimum Bill-The minimum bill is the basic service charge included in the monthly rate. Energy Cost Adlustment-This rate is subject to an Energy Cost Adjustment factor added to the above energy charges and calculated as defined on a separate rate schedule incorporated herein by this reference. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the BWL. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:04 HD OF WRTER LIGHT 1 517 371 6655 P.36/60 nuaru uL w aLcr anu i tbnt,i,unsmg •cntgan PROPOSED STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system with secondary voltage available. Luminaires may be installed with no limitations as to spacing between luminaires. Where an overhead line extension is required to serve one or more luminaires, the BWL will furnish 350 linear feet of line extension per luminaire served from such extension. A special agreement will be required if more than 350 linear feet of line extension per luminaire is required_ Nature of Service-The BWL will furnish,install, own,operate,and maintain all equipment comprising the street lighting system,and supply the unmetered energy. The BWL reserves the right to furnish service from either a series or multiple system or both. Annual Rate-The annual rate per luminaire with fixture and setting,payable in twelve(12)monthly installments, shall be as follows; High Pressure Sodium Luninsir 8/01/00 9101101 9/01/02 70 W $64 $66 $68 100 W $73 S75 $77 150 W $83 $86 $89 250 W $103 $106 $109 400 W $131 $135 $139 1000 W $266 $275 $284 Mercury Vapor Luminaire' 100 W $69 $71 S73 175 W $81 $84 $87 250 W $96 $99 $102 400 W $123 $127 $131 1000 W $233 S241 $249 Metal Halide Luminaire 175 W $142 S147 $152 250 W $163 $168 $173 400 W $165 $170 $175 1000 W 3320 $330 $340 I500 W $489 $505 $521 Induction Luminaire 85 W S69 $71 $73 165 W $82 $85 $88 Adopted: Proposed Effective:August 10,2000 'Rates apply to existing luminaires only and arc not open to new business except where the BWL elects,at the customer's request,to install additional luminaires within an area already served by a mercury vapor lighting system. MRY-30-2000 17:04 HD OF WRTER LIGHT 1 517 371 6855 P.37i60 nuuru ui wnrcr unu LlgRL,Lallsiug, cuigau PROPOSED STREET LIGHTING SERVICE BOARD OWNED SYSTEMS RATE NO.31 Annusl Rate(continued) plus an additional annual charge,depending on type of installation,of 8/10/00 9/01/01 9/01102 Wood Pole—Overhead Service Wood Pole—Underground Service $75 $77 $79 Concrete Pole—Overhead Service $116 $120 $124 Concrete Pole—Underground Service $116 $120 $124 Post Top $75 $77 $79 Historic—Single Top $241 $249 $257 Large Historic—Dual Top $706 $729 $752 Small Historic—Dual Top $503 $519 $535 Wall/Tunnel-8760hours $103 $106 $109 Wall/Tunnel—4200 hours $62 $64 $66 Bollard $239 $247 $255 Customer Cogtribution-The annual rates are based on fixtures normally stocked by the BWL,and installed utilizing normal construction techniques. The BWL may, at its option,upon customer request install a street lighting system not covered by the rates below. The customer, after installation,will be required to make a one time contribution equal to the difference between the actual installed cost and the BWL estimated installed cost of a standard installation. The annual unit charge for each luminaire will then be as stated below_ Unit Ryplacemcn. -The BWL may, at its option,upon customer request replace existing street light units. After installation,the customer shall make a one time contribution equal to the undepreciated value of the unit plus the cost of removal. Special Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges,contributions in aid of construction,term or other special considerations when the customer requests service,equipment or facilities not normally provided under this rate. Tax Adiustment-Bills shall be increased within the limits of any govemmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL property,or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:05 HD OF WRTER LIGHT 1 517 371 6655 P.38/60 LV(4Y Vl ,r"-I "U3 Llglll,LOlW III�,' V111�,GJI PROPOSED STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Availability-Available to any political subdivision or agency of the State of Michigan for street lighting service for any system consisting of one or more luminaires where the BWL has an existing distribution system available. Nature of Service-The BWL will connect the customer's equipment to BWL lines, furnish the control equipment, supply the unmetered energy,control the burning hours of the lamps,provide normal replacement of luminaire refractors, control devices and Iamps. The customer will furnish,install and own all equipment comprising the street lighting system,including,but not limited to the overhead wires or underground cables between luminaires and the supply circuits extending to the point of attachment with the BWL. All maintenance and replacement of the customer's equipment except normal lamp and glass replacement shall be paid by the customer. The BWL reserves the right to furnish service from either a series or multiple system or both. Annual Rate-The annual rate per lununaire,payable in twelve(12)monthly installments,shall be as follows: High Pressure Sodium Luminaire 8/01/00 9/01/0 9 0] 02 70 W $33 $34 $35 100 W $43 $44 $45 150 W $52 $54 $56 250 W $72 $74 $76 400 W $101 $104 $107 1000 W $237 $245 $253 Mercury Vapor Luminaire' 175 W $48 $50 $52 250 W $65 $67 $69 400 W $91 $94 597 1000 W $202 $209 $216 Incandescent Luminairez 2500 L $68 $70 $72 4000 L $108 $111 $114 6000 L $130 $134 $138 Maintenance Charge-The actual labor,material,miscellaneous and indirect charges experienced maintaining street light units during the preceding month. Combined Rates-The annual rate for units consisting of more than one luminaire shall be the appropriate combination of individual unit charges above. Adopted:Proposed Effective:August 10,2000 'Rates apply to existing luminaires only and are not open to new business except where the BWL elects,at the customer's request,to install additional luminaires within an area already served by a mercury vapor lighting system. Rates apply to existing luminaires only and are not open to new business. MRY-30-2000 17:05 BD OF WRTER LIGHT 1 517 371 6855 P.35/60 PROPOSED STREET LIGHTING SERVICE CUSTOMER OWNED SYSTEMS RATE NO.32 Sneeial Terms and Conditions-The BWL reserves the right to make special contractual arrangements as to termination charges,contributions in aid of construction,term or other special considerations when the customer requests service, equipment or facilities not normally provided under this rate. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees, or any other charges against the BWL property, or its operation, or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill that is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Electric Service incorporated herein by this reference. Adopted.Proposed Effective:August 10,2000 MRY-30-2000 17:05 BD OF WRTER LIGHT 1 517 371 6B55 P.40i60 PROPOSED ECONOMIC DEVELOPMENT RIDER Purpose-The primary purpose of this rider is to enhance economic development in the Board of Water and Light (BWL)service area. It will be offered to customers when,in the utility's judgment, the availability of the rider is a major factor for the customer locating or expanding its operations and when the rider will result in a net benefit to the BWL and its customers. Availability-This rider is available to industrial customers on Large General Electric Service Rate No. 4 or Primary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8. For purposes of this rider, an industrial customer is defined as any business that manufactures a product for sale or research and development. This would include usage for facilities directly associated with and on the same premises as the manufacturing business such as offices and warehouses. A customer desiring service under this rider must contract for such service on or before December 31, 2003. This rate will be available for a period of five years from the date of the contract. All provisions of this rider are the same as the principal service rate with the following exceptions: New Customer-A new customer is a new industrial customer taking service on or after January 1, 1991, where the new load results in 100 kW or more of billing demand. Existing Customer-An existing customer is an existing industrial customer who contracts for a bona fide increase in connected load resulting in an increase of 100 kW, or 10% of their historical billing demand, whichever is greater, or more of billing demand on or after January 1, 1991. Monthly Rate Capacity Charge: A percentage of the capacity charge included in the principal service rate, less credits, as follows: Contract Year % 1 50% 2 60% 3 70% 4 80% 5 90% Contracted Histulcal Billing Demand-An existing customer's contracted historical billing demand will be the average of the three highest registered demands, including metering adjustments, during the twelve(12)month period prior to the contract or as established by mutual consent. The contracted historical billing demand shall be subject to the 60%provision during the contract period. The BWL reserves the right to establish a contracted historical billing demand for all customers with duplicate or replacement operations within the BWL service area. Billing Demand-For a new customer, the entire billing demand shall be subject to the capacity charge in this rider and shall never be less than 100 kW or subject to the 60%provision. For an existing customer, or a new customer with an established contracted historical billing demand, the contracted historical billing demand shall be billed at the capacity charge in the customer's principal service rate. Only the billing demand in excess of the contracted historical billing demand shall be billed at the capacity charge in this rider and shall not be subject to the 60% provision. minimum Cheese-A new customer shall have a minimum billing demand of 100 kW. A customer, with an established contracted historical billing demand, shall have a minimum billing demand equal to 60% of the contracted historical billing demand. Adopted: Proposed Effective: August 10, 2000 MRY-30-2000 17:06 BD OF WRTER LIGHT 1 517 371 6655 P.41i60 DOUTU UL W SLcr unu i-ism,L'amilig uugml ENERGY COST ADJUSTMENT The Energy Cost Adjustment permits the monthly adjustment of rates for the costs of energy incurred in supplying electricity to retail customers. All residential and general service rates are subject to the Energy Cost Adjustment. In applying the Energy Cost Adjustment the applicable rate per kWh shall be increased or decreased by the amount of the current Energy Cost Adjustment. The following definitions and procedures will be followed in calculating the monthly Energy Cost Adjustment Definitions Energy Cost Adjustment-the amount per kWh by which the applicable rates shall be adjusted for billing in each month. Energy Costs-those costs incurred in supplying retail electricity. Such costs include fuel burned, energy costs associated with firm power purchases,net interchange power costs,and costs associated with other temporary power transactions. The cost of fuel burned shall include the delivered cost of fuel(base cost,escalations, premiums/penalties,transportation,demurrage),outside lab fees and other outside costs related to fuel procurement, and fuel additives such as freeze proofing. Over/Under Recovery-the difference between actual Energy Costs for prior months and the amount of energy cost recovered by means of the Base Cost of Energy and the Energy Cost Adjustment. The Over/Under Recovery shall be added to the Energy Costs for purposes of computing the Energy Cost Adjustment for each month. Base Cost of Energy-the average Energy Cost included in the energy rates of the various rate schedules. Such amount shall not be recovered by means of the Energy Cost Adjustment. The current Base Cost of Energy is $0.017921 per kWh sold. Procedures Estimated Energy Cost shall be projected for a twelve-month period. Any amount of Over/Under Recovery (positive or negative)shall be added to the Energy Cost to determine the total cost basis for the Energy Cost Adjustment. The total cost basis shall be divided by the projected total retail billed sales for the twelve-month period resulting in the average energy cost per kWh. The Base Cost of Energy shall be subtracted from the average energy cost to result in the Energy Cost Adjustment. The Energy Cost Adjustment shall be reviewed and,as necessary,revised periodically in accordance with the provisions of this schedule,but not less frequently than every twelve months. Effective February 2, 1999,through February 2,2003, the Energy Cost Adjustment is frozen at$0.001000 per kWh_ Thus,the total cost of fuel and purchased power charged to customers is set at$0.018921 per kWh(Base 0.017921 +ECA 0.001000). Adopted: 1/26/99 Effective:2/1/99 MRY-30-2000 17:06 BD OF WRTER LIGHT 1 517 371 6855 P.42i60 SCHEDULED CURTAILMENT/INTERRUPTIBLE SERVICE RIDER Availability-This rider is available to customers on Primary Electric Service Rate No. 5 or Large Capacity Electric Service Rate No. 8 and any applicable future primary or transmission service rate approved by the commissioners. A customer desiring service under this rider must contract to curtail or interrupt its demand by 1,000 kW or more, upon notice by the Board of Water and Light(BWL). The amount of curtailable or interruptible demand subject to this rider may be limited by the Commissioners in total and by customer. Conditions of Curtailment/Interruption-The Commissioners may determine the total kW demand subject to this rider. The General Manager has authorization to negotiate with qualifying customers as to the following terms and conditions of this rider; [1] the customer kW demand subject to interruption or curtailment, (2]metering requirements, [3] the duration of any interruption or curtailment, [4]the notice period,and, [5]buy through provisions(if any). The contract with the customer will contain the conditions under which the BWL will require curtailment or interruption. Any reduced rate available will include some contribution to fixed costs and depend upon the customer's individual circumstances. The customer agrees to pay$50 per kW for the highest 15-minute kW demand created during the curtailed or interrupted period plus replacement energy out of pocket cost plus 10%should the customer choose not to curtail or interrupt electric load. Definitions Cg_tailed load-The customer agrees to reduce electric load upon notice from the BWL. Interrupted load-The customer agrees to receive no electricity upon notice from the BWL. Adopted:December 14, 1999 Effective:January 1,2000 MRY-30-2000 17:06 BD OF WRTER LIGHT 1 517 371 6B55 P.43i6O ....vim..v_ .._..... ....... .0.., �...._O- ...._.b.�. This rate is canceled R ♦ tSING CITY ENTERPRISE NT RPRIS C(M MUNITV REBATE and-6 .. de L1 .he G oft _— vr � J C e ;. q:h,'a rebate iq not eysilable t,&BleeRie Rate 4 of Sleetimic Rate 5 eustemer-9 whe sign a eentfeet fei-senie Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:06 BD OF WRTER LIGHT 1 517 371 6855 P.44/60 ......... ..... . _..,..e............. r ..b .. PROPOSED RENEWABLE ENERGY RIDER— (GREEN PRICING RIDER) Nature of Service:The BWL will provide green power to system per the participant enrollment,however,the BWL does not guarantee that the actual electricity delivered to each participant's facility at any specific time will be produced from a green supply resource. Anilability-This rider is available to customers making use of any BWL Electric Rate Schedule. Monthly Rate—Customers electing this premium service option will receive an additional charge for monthly energy of up to$7.50 per month for each 250 kWh block of electricity they choose to purchase under this rider. Actual prices will be published each November and will be based on the expected additional cost of renewable resources and other rcncwable/conservation programs for the upcoming year. Participation will be limited to the amount of resources that the BWL is able to secure. Mintmom BW:If the participant's actual monthly consumption is less than 250 kWhs,the participant will be charged for the full month's premium. Term and Form of Contract:All participants for this service under this rider will require a written contract stating the number of 250 kWh blocks and the specified period of Time in which they will be enrolled. Adopted:Proposed Effective:August 10,2000 MRY-30-2000 17:06 BD OF WRTER LIGHT 1 517 371 SB55 F.45i60 noara or waver ana LAgnL, La- ng, ivucwgau PROPOSED RESIDENTIAL WATER SERVICE RATE NO.1 AyailgbilitY-This rate is available to any single-family residence or multifamily dwelling of 4 units or less served by one meter. Monthly Rate-Shall be computed in accordance with the following charges. Basis Service Charge:per customer per month or part thereof: Meter 8/10/00 2am 9/1/02 5/8" $5.55 $5.90 $6.20 3/4" $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1'/a"or 1'/2" $32.19 $34.22 $35.96 2" $56.61 $60.18 $63.24 Commodity Charge:per ccf of water used per month; Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 Power and Chemical Cost Adjustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.1¢ increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.50 per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals, electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees, or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Anolie 'o Chafe-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and.Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10, 2000 1 MRY-30-2000 17:07 90 OF WRTER LIGHT 1 517 371 BB55 P.46i60 PROPOSED GENERAL WATER SERVICE RATE NO.2 Availability-This rate is available to any customer served on the BWL's water system. Service under this rate is not available for resale. Monthly Rate-Shall be computed in accordance with the following charges. Basic Service Charge:per customer per month or part thereof; Meter 8/10/00 9/1/01 9 0 518" $5.55 $5.90 $6.20 3/4" $7.77 $8.26 $8.68 1" $14.43 $15.34 $16.12 1%" or 1%" $32.19 $34.22 $63.24 2" $56.61 $60.18 $35.96 3" $127.65 $135.70 $142.60 4" $227.55 $241.90 $254.20 6" $511.71 $543.98 $571.64 8" $909.09 $966.42 $1,015.56 10" $1,420.80 $1,510.40 $1,587.20 Commodity Charge:per ccf of water used per month; $1.34 $1.41 $1.48 Power and Chemical Cost AdiuS ment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.10 per ccf billed for each 0.10 increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.5$per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals,electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property, or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charee-The minimum charge shall be the above Basic Service Charge applied for 30 days. Delayed Payment Charee-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective ofprior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effecrive:August 10,2000 MAY-30-2000 17:07 BD OF WRTER LIGHT 1 517 371 6B55 P.47i60 DUaLLU UL VVLILCL iLUU JUIrUL, LO 'LS, l�ubausnu PROPOSED WATER SYSTEM CONNECTION FEES RATE NO.3 System Connection Fees-The following schedule of fees shall apply to all new water service connections made to the mains. This fee shall not apply to active services which are being replaced. Service Size Connection to Main 8/10/00 9/1/01 9 JQJ/02 3/4" $1,223 $1,295 $1,365 1', $2,272 $2,405 $2,535 1'/,"or $5,068 $5,365 $5,655 2" $8,913 $9,435 $9,945 3" $20,097 $21,275 $22,425 4" $35,825 $37,925 $39,975 6" $80,562 $85,285 $89,895 8"and over $143,124 $151,515 $159,705 Tay:Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the Board's property, or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: Proposed Effective: August 10,2000 MRY-30-2000 17:07 BD OF WRTER LIGHT 1 517 371 6855 P.48i60 DUHrU Ul VViltCr YUIU L1g1AL7 Lb UJ;1 1YJULAU9&U PROPOSED FIRE SERVICE RATE NO.4 Fire Service - A fire service line will be installed to a fire hydrant(s)or a customer's detector check valve in accordance with the schedule of charges for water system connection fees(Rate 3)and the current water service installation charges set forth in the Rules and Regulations for Water Service. The location of the detector check valve shall be determined by the Water Distribution Engineering Department. Fire service lines shall be used for Ere protection purposes only. No additional charges will be made for water used for testing and fire purposes. The customer shall maintain the detector check valve and fire protection system connected thereto in good condition in compliance with Section 34-9,Repair and Protection of Equipment,of the Code of the City of Lansing,Michigan. Mon h ire Service Charge-Water supply and maintenance of a fire service line to a detector check valve shall be provided in accordance with the following schedule of charges: Service Size 8 10 00 9/1101 9/01/02 4"or smaller $40 $42 $45 6" $90 $95 $100 8" $160 $170 $178 10" or larger $250 $265 $278 Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the Board's property, or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted: Proposed Effective: August 10, 2000 4 MAY-30-2000 17:07 BD OF WRTER LIGHT 1 517 371 BB55 P.49i60 PROPOSED LAWN SPRINKLING WATER SERVICE RATE NO.5 AvailabLty-This rate is available to any customer served on the BWL's water system where the meter or service is installed solely for lawn sprinkling. Municipalities having jurisdiction over sewer system rates may designate other uses of water which are subject to this rate. Monthly Rate-Shall be computed in accordance with the following charges. Basic Service Charge:Billings subject to this rate are not subject to a Basic Service Charge. Commodity Charge:per ccf of water used per month 8/10100 9 1 O1 9/l/02 all ccf $1.34 $1.41 $1.48 Power and Chemical Cost_,t#djustment-The power and chemical cost adjustment shall consist of an increase or decrease of 0.1¢per ccf billed for each 0.10 increase or decrease in the average cost of power and chemicals required to deliver treated water to the customer's meter above or below 17.50 per ccf. The cost per ccf for the billing period shall consist of the weighted average cost of chemicals, electricity,steam and oil used in pumping and treatment facilities during the one month period preceding the month billed by two months. Tax Adiustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees, franchise fees,or any other charges against the Board's property,or its operation,or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Application Charge-A$7.00 charge shall be added to the first regular bill for all customers turning on service at a service location irrespective of prior service with the Board. Rules and Regulations-Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 S MRY-30-2000 17:OB BD OF WRTER LIGHT 1 517 371 6855 P.50i60 yuaa u uu •r a&C& auu anguy AaV- vJs, naauusau PROPOSED FIRE HYDRANT CHARGES RATE NO.6 Annual Fire Hydrant Charge- Water Supply and maintenance of a fire service line to a public or private fire hydrant shall be provided in accordance with the following annual schedule of charges: 8/10 00 1 Ol 2/1 m All Hydrants $305 $320 $336 Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes, license fees,franchise fees, or any other charges against the Board's property,or its operation, or the production and/or sale of water,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Billings subject to this rate are not subject to a minimum charge. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Ree,ulatio -Service under this rate is subject to the Board of Water and Light Rules and Regulations for Water Service which are incorporated herein by this reference. Adopted:Proposed Effective: August 10, 2000 6 MRY-30-2000 17:08 BD OF WRTER LIGHT 1 517 371 EB55 P`51i6Oy " 13 UlLl U UL ♦V LLLCL UUU LIKULI J-wl�.Lllb', 1�'Lll.'111�4J1 This page Is canceled r •�Tcrwrr GIPJ T RMSE r�nuRlL,r PNWIZ RtQ mE �r�+rn:u-iQo'a cvi�niror�ri�c xa�araTa Affpese Th se F hi r-e1... Leming GifY BIN i A,15, d act Sete._. :_ed b-f rt,e Git.. . _"S -rs sr®a ov vi-o=rvcccczaaac�-r-�+wvi--�anaaa�}, estAbliehed- Ail pFeA46ioas 4 iWe i-ebaie afe The some as the piineipsl-waw, eleetfie or steam serviee rate with City Geffffatinity. Adopted: Proposed Effective: August 10, 2000 7 ...... -ten ^�nnn r7• C 1 C-117 771 G.GIci� 99% P.51 MRY-30-2000 17:08 BD OF WRTER LIGHT 1 517 371 6855 P.52i60 Board of Water and Light, Lansu lEchigan PROPOSED GENERAL STEAM SERVICE RATE NO. 1 Availability-This rate is available to any customer receiving smicc from the Board of Water and Light(BWL)steam distribution system with a maximum gauge pressure of fifteen pounds per square inch(15 psi). Steam services at gauge pressures above 15 psi but not exceeding 100 psi,when available,may be supplied at the option of the BWL or upon request by the customer. Nature of Se ice-Saturated steam up to a maximum gauge pressure of 15 psi except as indicated above. Monthly Rate Shoo 9/1/Ol 9/l/02 Basic Service Charge $5.00 $6.00 $7.00 per customer per month Commodity Charge Billing Months of June through November $6.55 $6.75 $6.95 per 1000 lbs. for the first 200,000 lbs. $6.90 $7.15 $7.35 per 1000 lbs. for all 1000 lbs.over 200,000 lbs. Billing Months of December through May $6.65 $6.85 $7.05 per 1000 lbs for the first 200,000 lbs. $7.00 $7.25 $7.45 per 1000 lbs.for all 1000 lbs. over 200.000 lbs. Surcharge-A surcharge of ten(10)percent shall be added to the above rates for steam service supplied upon customer's request for service at gauge pressure above 15 psi but not exceeding 100 psi. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 ($1.683)cents per million Btu. (A fraction of 0.05($0.0005) cents or less will not be considered a full 0.1 ($0.001)cent; a fraction of 0.06($0.0006) cents or greater will be considered a full 0.1 ($0.001)cent.) The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-The amine treatment adjustment allows for the monthly adjustment of rates to reflect the actual cost incurred due to amine feed. The factor shall be applied to each 1000 pounds(lbs)billed. The factor shall consist of 1.124 times the weighted average amine cost per 1000 lbs treated during the previous month. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the BWL's property, or its operation, or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from bcing compelled to share such local increases. Minimum Charge-The Basic Service Charge included in the rate except that Special Minimum Charges shall be billed when the revenue received does not adequately compensate the BWL for the cost of fum.ishing service. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Reconnect Charge-A reconnect charge of$25.00 shall be added to any account which discontinues and reconnects service at the same address within a twelve(12)month period_ Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted: Proposed Effective:August 10.,2000 1 MRY-30-2000 17:OB BD OF WRTER LIGHT 1 517 371 6655 P.53i60 Board of Water and Light, Lansu liichigan INDUSTRIAL STEAM SERVICE RATE NO.2 Availability:_This rate is available to any customer engaged in muting or manufacturing and receiving steam at any BWL plant wall at a minimum gauge pressure of 250 psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. Monthly Rate: Demand Charge: $0.80 per pound per hour(lb/hr)for all lb/hrs of contract demand. $0.70 per pound per hour(lb/hr)for all lb/hrs exceeding contract demand Commodity Charge: $3.88 per thousand pounds (Mlb) Fuel Cost Adiustment; The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001) cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 168.3 (51,683)cents per million Btu. (A fraction of 0.05($0.0005)cents or less will not be considered a full 0.1 ($0.001)cent;a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.] The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month_ Minimum Charge: Monthly Demand Charge above. Tax Adiustment: Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, or any other charges against the BV&s property. or its operation,or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Billing Demand: The billing demand is the maximum demand(lb/hrs)supplied during the 15 minute period of maximum use during the month,but not less than the contract demand. Delayed Payment Charge: A delayed payment charge of 5%of the unpaid balance, excluding delayed payment charges,shall be added to any bill which is not paid on or before the due date. Rules and Regulations: Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference. Adopted:December 20, 1994 Effective January 13, 1995 2 coaz�- a4x P.53 MRY-30-2000 17:09 BD OF WRTER LIGHT 1 517 371 6855 F.54i60 Board of Water and Tight, Lansin,,, Michigan GENERAL STEAM SERVICE RATE NO.3 Availability-This rate is available to any customer receiving service from the Board of Water and Light(BWL)steam transmission or distribution system.with a gauge pressure in excess of I GO psi. Service will be provided upon customer entering into a steam supply contract with the BWL. Terms and conditions of the contract may vary due to customer requirements and the impact on BWL facilities. This service may include both firm and curtailable service. Month Rate -Per contract terms. Fuel Cost Adjustment-The fuel cost adjustment shall consist of an increase or decrease of 0.16($0.0016)cents per thousand pounds of steam billed for each full 0.1 ($0.001)cent or fraction thereof increase or decrease in the average delivered cost of fuel burned monthly above or below 163.3 ($1.683)cents per million Btu.(A fraction of 0.05 ($0.0005) cents or less will not be considered a full 0.1 ($0.001)cent; a fraction of 0.06($0.0006)cents or greater will be considered a full 0.1 ($0.001)cent.) The price per million Btu for each billing month shall be the average delivered cost of fuel consumed during the preceding calendar month. Amine Treatment Adjustment-Per contract terms. Tax Adjustment-Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees,franchise fees,or any other charges against the BWL's property, or its operation,or the production and/or sale of steam,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Charge-Per contract terms. Delayed Payment Charge-A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill which is not paid on or before the due date. Rules and Regulations-Service under this rate is subject to the BWL Rules and Regulations for Steam Service which are incorporated herein by this reference,unless superceded by the terms and conditions of the customer contract. Adopted: July 30, 1996 Effective:August 15, 1994 3 M CA MRY-30-2000 17:05 HD OF WRTER LIGHT 1 517 371 6655 P.55i6O Board of'Water and Light, LansL_ Achigan This Rate is Canceled LANSNG GPM-7 x-: scx,crya vvM rcMrsZwvrrcn 2,3�,7,Sz'��z3zA,13, and 65 of as dotefmimed by the Gify ei M It {.Ilir This 1.ate iq 'i 1,1e t w,. yefif pe-4 _ed-&am the date the lAming Git 1;ateipriae Ge nity io iiuro rebate is available eab,to eusEemeF9-javaDing @ new water, el---.',, seryiee in the LAwing City 3. This rebate is neE available Ee Eleetfie Rate 4 er Elemie Rate 5 eastemefs whe sign a emtmet fetf qefviee Unde Adopted: Proposed Effective: August 10, 2000 4 ,. .� can Ana cocc QQv P_SS MAY-30-2000 17:09 BD OF WRTER LIGHT 1 517 371 6B55 P.56i60 Board of Water and Light, Lansh. vfichigan PROPOSED GENERAL CaMLED WATER SERVICE RATE NO.4 Availab Ili 1—this rate is available to any customer desiring service from the Board of Water and Light(BWL)district cooling system. Service will be provided upon the customer entering into a contract with the BWL. The contract will govern the customer's contract demand and terms and conditions of service,which may vary due to customer requirements and the impact on BWL facilities. This rate is not available for standby or emergency service. Mont U Rate—Shall be computed in accordance with the following charges: Capacity Charge: $40.64 per ton for all tons of billing demand less than or equal to 105%of the contract demand,and$56.90 per ton for all tons of billing demand exceeding 105%of the contract demand. Commodity Charge: $0.115 per tan-hr Tax Adiustment—Bills shall be increased within the limits of any governmental authority or political subdivision which levies taxes,license fees, franchise fees,or any other charges against the BWL's property, or its operation,or the production and/or sale of electrical energy,to offset any such cost and thereby prevent other customers from being compelled to share such local increases. Minimum Monthly Charge—The capacity charge included in the rate. Billing Demand—The billing demand shall be the maximum demand(tons)supplied during the 15-minute period of maximum use,but not less than 85%of the contract demand. The General Manager is authorized to waive billing demand in excess of 105%of the contract demand where such billing demand is incurred is the result of emergency conditions on a customer's system and such emergency condition is caused by equipment or piping failure and the BWL concurs in the existence of an emergency condition. Temperature Factor Adiustment—During the months of May through October; if the customer's return water temperature is below 57 degrees Fahrenheit(F), the customer's commodity charge will be increased by 2.0%for either; (1) each degree Fahrenheit the customer's supply and return water temperature differential is less than 15°F or, (2)each degree Fahrenheit the customer's return water temperature is below 570 F,whichever is less. The General Manager is authorized to waive the application of the Temperature Factor Adjustment where warranted in cases of customer hardship where such hardship is caused by facilities constructcd prior to the BWL's District Cooling System. Metering—All services using chilled water from the BWL chilled water system shall be metered. The BWL shall,through consultation with the customer, determine the form in which the commodity shall be metered. Delayed Payment Charge—A delayed payment charge of 5%of the unpaid balance,excluding delayed payment charges, shall be added to any bill that is not paid on or before the due date. Rules and Reg ations—Service under this rate is subject to the BWL Rules and Regulations for Chilled Water Service that are incorporated herein by this reference. Adopted:Proposed Effective:August 10,2000 5 MRY-30-2000 17:09 HD OF WRTER LIGHT 1 517 371 6B55 P.57i60 BOARD OF WATER AND LIGHT,CITY OF LANSING MICHIGAN Revenue Increases W=7%, EC3%, S=1% BUDGET FISCAL YEAR ENDING JUNE 30, 2001 Chilled Water in Steam Utility Excludes CUC WATER ELECTRIC STEAM TOTAL PROJECTED INCOME STATEMENT$(000) FYM2001 ,SALES ccf/kwhlmlb 10,982,316 3,137,770,000 2,410,780 JOPERATING REVENUE 18,865 162,669 17,229 198,663 Operations and Maintenance Expense 13,252 135,787 12,743 161,782 " j Depreciation Expense 3.134 16.934 LEI 21.587 ,TOTAL OPERATING EXPENSE 16,386 152,721 14,262 183,369 ;OPERATING INCOME 2,479 9,848 2,967 15,2941 Other Income 1,647 3,947 584 6,178 Other Expense 1.424 1 m -4,M 'NET INCOME 2,702 12,198 2,485 17,385 i )NET INCOME AFTER CITY PAYMENT 2,119 6,836 1,812 10,767 (RETURN ON NET ASSETS (3/31/00) 1.9% 2.9% 5.3% 2.8%. ,OPERATING RATIO_ _.,.,,_..._ _. _ 90.0% __ Y 97.22% _. 86.7% _ _......,._95:6%1 !PROJECTED CASH FLOW$(000)W FY 2001. Restricted Operating Cash 1,971 16,535 1.900 20,406 i Restricted General Cash (1,981) 16,155 (3,374) 10,800 Special Project/Construction Cash 5.618 7.618 20.812 34.938 BEGINNING CASH 7-1-2000 5,608 40,308 19,338 65,254 F Sources of Cash i Net Income 2,702 12,198 2,485 17,385 Bond Proceeds 9,000 0 11,000 20,000 Depreciation 3.134 16,934 1.519 21,587 TOTAL SOURCES OF CASH 14.82 29,132 15.QSL4 58,972 g=URCES OF CASH +BEGINNING CASH 2O,444 89,440 34,342 124,226 , 1 Uses of Cash { Debt Principal 971 1,671 1,318 3,950 . { Transfer Repayment 343 (592) 249 0 Capital Expenditures 7,049 29,472 29,991 66,512 I Payment to City �@3 5.362 6 618 `TOTAL USES OF CASH 8,946 35,913 32,231 77,090 Restricted Operating Cash 1,657 16,973 1,593 20,223 Restricted General Cash 3,237 6,000 1,000 10,237 Special Project/Construction Cash 6.604 10,554 L4.8Z.1 16.67 PENDING CASH 6-30-2001 11,498 33,527 2,111 47,136 sY.rr�.�+h....w..r..r�._.r.�r_..+w.w�.......-.._i._-..r._.�-...__..�.._-�......__._i.�.-...__.•..._.�i....rer.....i�.M...._....J�.__.wvw.�._.��_._�,..r...,w..r..n+.ir.r..wr_�__ .....- -- --- 1 71 Z7/ C.QCZcl- 4q% P.57 MAY-30-2000 17: 10 BD OF WRTER LIGHT 1 517 371 6655 P.58/60 BOARD OF WATER AND L,GHT, CITY OF LANSING MICHIGAN BUDGET FISCAL YEAR ENDING JUNE 30, 2001 CENTRAL UTILITY COMPLEX PROJECTED INCOME STATEMENT$(000) FY 2001 SALES 0 OPERATING REVENUE 616 Operations and Maintenance Expense 560 Depreciation Expense Q TOTAL OPERATING EXPENSE 560 OPERATING INCOME 56 Other Income 1,500 Other Expense Q NET INCOME 1,556 NET INCOME AFTER CITY PAYMENT N/A RETURN ON NET ASSETS (3/31/00) N/A OPERATING RATIO 90 9% PROJECTED CASH FLOW$(000) FY 2001 Restricted Operating Cash 0 Restricted General Cash 0 Special Project/Construction Cash QO,000 BEGINNING CASH 7-1-2000 60,000 Sources of Cash Net Income 1,556 Bond Proceeds 0 Depreciation Q TOTAL SOURCES OF CASH 1.556 SOURCES OF CASH + BEGINNING CASH 61,556 Uses of Cash Debt Principal 0 Transfer Repayment 0 Capital Expenditures 61,500 Payment to City Q TOTAL USES OF CASH 61,500 Restricted Operating Cash 0 Restricted General Cash 0 Special Project/Construction Cash 5L ENDING CASH 6-30-2001 56 2 3 I (�I m I BOARD OF WATER AND LIGHT,CITY OF LANSING.MICHIGAN fV m BUDGET FOR FISCAL YEAR ENDING JUNE 30,2001 m m PROCESS SUMMARY-OPERATIONS AND MAINTENANCE EXPENSE N Produclkn Restated for BUdgel Camp dson Fuefs/Chernica15 Outside m Burden Malarial& &Purchased Services Expenses to Number of Net Labor an tabor Supplies Power S Other Total Water Electric Steam be Distributed Total Emptayees 0] [2) (31 STING PROCESS 673,8D2 303,054 17.200 - 115,099 1,109,155 180,472 833,623 87,060 - 1,1D9,155 11.0 Iz] 3MER SERVICE PROCESS 3.518,161 2,008,806 208.112 - 1.863,049 7,599,128 2,465,603 5,041,646 40,354 51,525 7,599.128 5-4 C7 O ERY PROCESS 8,552,143 3,450,623 1,469.462 43,639,292 2.198,574 59,310,294 2,315,089 52.419.372 619.947 3,955,876 59.310,294 206.0 UCTION PROCESS 14,656.804 7,177,101 5.441.400 46,468,121 8,579,597 82,343,113 7.409.590 01.287,983 11,393,903 2,251,629 82,343,113 300-5 m ESS SUPPORT 1,178,330 1,881,573 522,000 - 1,420,7D0 4,982,6D3 - - 4,962,6D3 4.962,603 83.0 r IESS SUPPORT 2,483.726 1.584.631 203.559 1,665.175 5.937,282 9,050 5,927.432 5,937.282 50.0 :1E :ANCES,PAID TIME-OFF&OTHER 9.854,261 (16.306.180) - 16,592,204 10,060,377 32,100 379,000 30,500 9,618,777 10,060.377 17.0 GRAND TOTAL 40,917,417 - 7,862,714 90,127,413 32,434,398 171,341,942 12,410,662 119,971,474 12,171.764 26,787,842 171,341,942 765.5 DlsMbLrW Expenses: Spread to Water.Electric&Steam(41 841.305 15,814,981 571,665 (17.227,952) Indirect Costs Spread to Capilel Budget(5] (9,000,D00) (9,000,000) Expenses for the Central Utility Complex(6) (559,890) (559,890) :) N NET BWL BUDGET BY UTILITY 13,252,167 135,706,455 12,743,430 161,782,052 756.5 N GJ N m (n ti] 0) W m MRY-30-2000 17: 10 BD OF WRTER LIGHT 1 517 371 6B55 P.60/60 BOARD OF WATER AND LIGHT—PROCESS SUMMARY FOOTNOTES FISCAL YEAR 2001 1) Net Labor refers to the dollar amount of labor charged to operations and maintenance expense accounts. 2) Burden on Labor applies a rate of 60% to all straight-time labor charges on operations and maintenance expense accounts. The 60% burden rate allocates employees' paid time off and supplements to pay to the proper operations and maintenance expense accounts. 3) Outside Services and Other include such items as insurances, pension funding, FICA, maintenance contractors, consultants, mileage reimbursements, travel and conference. 4) Administrative, general, and engineering expenses are allocated to Water, Electric and Steam Utilities based on such factors as personnel, labor charges, fuel costs and meters in service. 5) Indirect costs applied to capital budget represents overhead charged to capital expenditures and credited to expenses. 6) The Central Utility Complex expenses are excluded. The Central Utility Complex has a separate budget. 4 Page 26 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT3 ) 19 Tuesday, April 25, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by Chair Diane Royal. Present: Commissioners Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow (by conference phone). Absent: Commissioners Rosemarie E. Aquilina and Ronald C. Callen. The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Christian, to approve the minutes of regular session held March 28, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. Richard Taylor, Board of Water and Light (BWL) non-bargaining unit employee for the Delivery Process, distributed a document which he prepared for the Commissioners summarizing Board actions, discussions and memoranda, relative to the proposed BWL compensation plan for non-bargaining unit employees. The document also listed questions about the plan. In his address to the Board, Mr. Taylor made the following points: • Many employees find the new salary ranges disagreeable. • Questioned the sources of the new salary ranges. Board Minutes Page 27 April 25,2000 • Questioned why an earlier consultant hired to assist with the job classification study was replaced with Dorey, Reagan and Associates. • Questioned the wage analysis relative to the percentage of employees at the minimum, market rate and maximum of the pay ranges. • Questioned how the Position Description Questionnaires (PDQ's), completed by non- bargaining unit employees, were aligned with the market rates and titles of similar positions. Lori Pung, BWL non-bargaining unit employee in Financial Services, stated that employees do not feel the proposed compensation plan is fair and that they were not given adequate time to review the new pay plan before filing appeals. She made the following points: • Employees feel they are considered mediocre employees by having their base pay set at market midpoint. • The information was released prematurely without a lot of explanation. • Employees are confused on the future direction of the compensation plan. • Employees feel that the plan does not support or attract new competent employees. Ms. Pung urged the Board to reconsider the plan. General Manager Pandy responded to the issues raised. He stated that non-bargaining unit employee PDQ's were used in job classifications. He reviewed the process for employees to appeal their job classification within the new classification structure. He took exception to the comment that employees are being treated as mediocre. He stated that the compensation plan has both fixed pay and variable pay components to reward for results. He displayed a slide that showed how the plan attempts to set base salaries at the market rate for positions and to reward employees with additional variable pay for performing at a high level. Other issues discussed included: Pay ranges for each of the skill families will be adjusted each year based on a review of the market, the condition of the economy, and the BWL's financial outlook. Adjustments to pay ranges will be made in January followed by performance evaluations in July. • The BWL and the consulting firm of Dorey, Reagan and Associates collected information from pay surveys that included pay data from hundreds of companies. Major employers in the Lansing area as well as investor-owned and municipally-owned utilities from across the country were represented in the data. A list of companies surveyed was distributed and reviewed in detail with the Board. Board Minutes Page 28 April 25,2000 General Manager Pandy stated that management had listened to employee feedback with the new plan and, based on that, will be recommending the following three proposed changes to the Resolution to Adopt the New Compensation Plan for Non-Bargaining Unit Employees (this item follows the Committee of the Whole Report): (1) variable pay will be paid in a lump sum, rather than spreading it over 26 pay periods; (2) capping variable pay at the range maximum has been lifted for FY 1999-2000 because it is a year of transition to the new plan; and (3) the 65 per will be used for the Technical Skill Family, Grades 1 through 6, rather than the 50 percentile. Chairperson Royal announced that this item would be discussed in more detail when the Committee of the Whole Report is considered. COMMUNICATIONS Letter from Boys & Girls Club of Lansing requesting BWL support for their 11`h Annual Steak and Burger Dinner. It was noted that management has already responded to this request. Received and placed on file. Letter from Rosemary Sullivan expressing concern with the proposed compensation plan for non-bargaining unit employees. Received and placed on file for pending discussion. REPORTS OF COMMITTEES COMMITTEE OF THE WHOLE REPORT The Committee of the Whole met on April 11, 2000, to discuss the following items: 1. New Compensation Plan for Non-Bargaining Unit Employees 2. Preliminary Fiscal Year 2000-2001 Budget 3. Michigan State University Proposals Present were Commissioners Aquilina, Christian, Creamer, O'Leary and Werbelow (by speakerphone). Excused Absences were Commissioners Callen, Murray and Royal. New Compensation Plan for Non-Bargaining Unit Employees Human Resource Director Linda Gardner and Paul Reagan of Dorey, Reagan& Associates presented the design objectives for the new compensation plan for Non- Bargaining Unit employees. The pay plan was designed with the following basic principles: Board Minutes April 25,2000 Page 29 • Internally equitable • Externally competitive in the market • Aligned with the BWL's success as a utility The process undertaken in order to meet the design objectives included grouping jobs into eight skill families based on similar skill requirements and analyzing the skills, knowledge, duties and experience requirements of each job using the Position Description Questionnaires completed by each of the job incumbents. Job descriptions were reviewed by their Directors for accuracy, BWL jobs were compared to similar jobs in the market and matched with survey benchmark jobs. The market median pay rates were compared to BWL jobs within each skill family, and pay ranges for each skill family were developed. A series of slides were displayed to illustrate various examples of how employees will move through their pay ranges. Following a lengthy question and answer period, a separate Resolution to Adopt the New Compensation Plan for Non-Bargaining Unit Employees was recommended for Board consideration. (Proposed resolution is appended to the Committee of the Whole Report.) Tentative Agreement Reached with the Union General Manager Pandy reported that tentative agreement has been reached between the management bargaining team and the union bargaining team on all issues. A summary of the contract package was handed out for review. The current contract has been extended to allow for ratification of the package; scheduled to take place on April 251h, A recommendation will be coming to the Board for approval, subject to union ratification. FY 2000-2001 Budget OO&M and Capital Budget, A preliminary review of the FY 2001 budget was presented. Summaries of the past ten years' budgets vs. actual expenditures for the total BWL were reviewed. The complete FY 2001 budget and the adequacy of existing water, electric and steam rates will be discussed at the Committee of the Whole in May for consideration and subsequent recommendation to the Board. Advertising Budget. Communications Director John Strickler and Dennis Pace of Pace & Partners reviewed the rationale for the BWL's advertising program and what it can accomplish. They reported that the advertising campaign has informed customers about BWL attributes, programs and initiatives, and it has raised customer measures in favorability, loyalty and customer satisfaction among those who have been exposed to the messages. Following discussion, the Commissioners concurred with staff FY 2001 media placement proposal. Option two was selected recognizing that the election season is approaching, thus a larger presence of advertising by the political media will be occurring. Board Minutes Page 30 April 25,2000 Option Two Total six months on the air $142,000 200 GRPs/week(Gross Rating Points=reach x frequency) Once the election is over, staff proposes that the o annual return to the market with an 1 revenue (approximately $300,000 expenditure that would be annualize d at 0,2/0 currently), but which would save six months of advertisin mtedia that a ime. The e designed tol ell a advertising is the placement of paid messages in the mass product or service or promote the utility's attributes. Sponsorships are not counted in the BWL's definition of advertising. Michigan State University Retail Electric Service Options d Marketing Clyde Dugan, Director of Marketing and Mark Taylor, eUnn ers t (MSU) presented an overview of a proposal being prepared for Michigan State to provide retail electric service. At the request t MSU, Ucapacity,am con is version of the electric service options to provide MSU with 40MW of y University's 4160-volt distribution system to c went and futureelectrion ic capacity or purchase of the entire MSU system. MS requirements were reviewed along with a status of the W eUou lined The BWL's pr polsal Five retail service options and associated investments is being submitted to MSU in mid-April for consideration. Respectfully submitted, Charles M. Creamer, Chair Pro Tern Committee of the Whole Christian, to approve the Motion by Commissioner O'Leary, seconded by Commissioner Committee of the Whole Report. at the Discussion on the Proposed Compensation Plan: a CommiThe ttee of threed e Whole R port,resolution on the new BWL compensation plan, which follows th would be considered separately. th Michigan Commissioner Murray questioned the lack of direct e to arrive acomprison t Michigan m utilities, s market compared to the study, adjusting the national average of b focus on He noted that he fully supports the concept related to the balance between merit performance based pay. He raised questions isal versus skill development and training, and emphasized the performance appra ic method o InIportance of having a systemat n� zure merit-based system of epay expressed concern with simultaneously moving to a p without having a performance appraisal system well implemented and well understood. Board Minutes April 25,2000 Page 31 Commissioner Creamer asked about the appeal and review process and the timing appeal notification to employees. g of the Human Resource Director Linda Gardner provided an overview of the role Human Resources, the directors and managers played in the notification process and the basis an appeal. In response to a question from Commissioner O'Leary about the downside of extending the appeal process, Ms. Gardner stated that the July 1, 2000, implementation date for the compensation plan would be delayed. Also, extending the appeal process would delay moving employees who are below the minimum of the range to the new minimum, targeted for May 15,2000. Commissioner Christian observed that the short time frame to digest the information for employees to talk with their managers might preclude some employees from sub and an appeal form. He suggested extending the appeal process by at least another week.fitting Commissioner Royal noted that because the new compensation plan is significant) changed as compared to the program currently in effect, her preference would be topostpone a decision on the proposed resolution until all Commissioners have an Opportunity to review staffs responses to questions raised. Action: The Committee of the Whole Report was approved, but the follow' resolution was tabled. g on Resolution to Adopt New Compensation Plan for Non-Bargaining Unit Employees BY THE COMMITTEE OF THE WHOLE WHEREAS, Dorey, Reagan & Associates (consultant) was engaged by the BWL (Resolution#2000-1-4) to assist staff with the following goals: 1• Recommend and implement changes to the Non-Bargaining Unit (NBU compensation plan. ) 2. Align the compensation system with a process-based organization. 3. Provide information enabling the BWL to design pay strategies, which are market driven. The last redesign of the BWL compensation system was conducted in June, 1980, WHEREAS, Staff and the consultant presented details of the new compensation lan for Non-Bargaining Unit employees with recommendations regarding changes. p Board Mimttes Page 32 April 25,2000 WHEREAS, as discussed by the Personnel Committee Obn relation to market is and approved by the Board, the Board of Water and Light base pay established at the 50`h percentile. WHEREAS, The internal equity issue related to o the TechBarnical Skill Family, Grades 1 through 6, was reassessed, especially in relation RESOLVED: 1. That the report on the new BWL Compensation Plan for RN n-Bareagan Assogainingatesit employees, submittedry Human il 4, 2000, e Resources and filed (consultant), dated April [Changes below proposed by management are denoted in upper case.] 2. THAT BASED ON STAFF ANALYSIS ANDUB- SIEQ�S�L FA�MWILY THE BOARD, THE MARKET RATE FOR THE TECHNICAL GRADES 1 THROUGH 6--BE ESTABLISHED AT THE 65TH PERCENTILE OF THE GRADE RANGE. 3. THAT THE 5% OVER MAXIMUM LIMIT FOR NON-BARGAINING UNIT EMPLOYEE INCREASES BE LIFTED FOR T EMPLOYEES SCAL YEAR FOR AONE--TIME THIS QUALIFIES NON-BARGAINING UN VARIABLE PAY INCREASE THAT MAY EXCEED THE MAXIMUM. 4, THAT THE MIVIDUAL VARIABLE PAY ART BE OFFERED IN 6 PAY PERIODS A LUMP SUM RATHER THAN BEING SPREAD 5. That the General Manager be authorized to implement the recommended changes to forth in the report onskill families effective the salary ranges and pay structures as set July 1, 2000. 6. That 3.5 percent of the Non-Bargaining Unit e c ploy Jul ee ply oll e budgeted for FY 2001 to be used for performance increases effe y 20 . Motion by Commissioner Murray, seconded by Commissioner Royal, to Table the rNon-Bargaining Unit employees and to Resolution on the BWL Compensation Plan fo refer it back to the Committee of the Whole. Discussion: Following lengthy discussion, it was u decided that management would prepare responses to the questions raised for disc Whole meeting. Action: The resolution was TABLED and referred back to the Committee of the Whole for further discussion and responses to questions raised. Board Minutes April 25,2000 Page 33 General Manager Pandy handed out a co py of Which he wrote for the May issue of PIPELINEn article on the new compensation plan, GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate p ate Secretary. #2000-4-1 FUNDING PROCESS FOR RETIREE BENEFITS RESOLVED, That the Board adopt a process for funding retiree benefits US b VEBA Trust and, to the extent permitted by law, excess pension assets in the deft both a benefit pension plan. As long as there are sufficient excess pension assets in the defined benefit pension plan and Section 420 transfers are permitted b law, B defined transfer amounts reimbursed from the defined benefit pension plan to thhe VEBA ty Additional contributions to the VEBA Trust from BWL operating funds to SupplementTrust. Section 420 transfers will not exceed the recommended annual contribution amount required to cover current servic ze the unfunded e of active participants and amorti accrued liability over 30 years. Valuations of the BWL's post-retirement benefit obligationrued recommended annual contribution amount will be updat consultants. ed periodically by benefits and the By adopting this process for funding retiree benefits, BWL will begin to set aside for the payment of retiree benefits in the future. The first transfer of about $3 2 money from the defined benefit pension plan to the VEBA Trust will be made b June 3012000. ion Current law permits annual transfers in an amount equal to the amount paid duringthe year on behalf of retirees. The ability to make these transfers of excess pension assets is set to expire December 31, 2005. Pension assets in the defined benefit pension plan may not be reduced below 125% estimated pension obligation. The estimated available excess assets in the defined benefit nehe Pension plan are about $37 million. The estimated liability for retiree benefits is currently efit about $65.5 million, ntly The recommended annual funding cost has two components: a normal cost that reflects the accrual of service for active participants and an amortization of the unfunded a ects liability. Based on a level dollar funding method and a 30-year amortization of the ccrued unfunded liability, the recommended annual contribution is currently $6.7 million. By paying about $3.2 million directly from BVVL operating funds on behalf of retirees reimbursing that amount from the defined benefit pension plan and transferring it to the BA Trust, the maximum additional contribution to the VEBA would be about $300,000 next year. Board Minutes Page 34 April 25,2000 Motion by Commissioner O'Leary, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously. #2000-4-2 GRANTING OF USE AGREEMENT RESOLVED, That the BWL grant a Use Agreement t located o the lat the north eSunsetty of Lansing for 4, Oend of t of frontage on the southerly bank of the Grand River, Street between Kaplan Street on the west and the railroad bridge that ts spans oxe Grand ately 14 River on the east; the parcel is one to 400 feet in width, a nd acres. (Map attached). A substantial portion of the tRive�od Trail pl and tohmeet City desires the property for the northern extension of the Lansing MDNR requirements that the City acquire a riverfront property for park property that the City sold to a developer. roximately 30 The total parcel of land owned by the BWL at this as the Comfort Street location consists of pflyash landfilP'. acres of land, a large portion of which was utilized The BWL maintains monitoring wells within the proposed agreement area, which would have to be protected in the Use Agreement. In July of 1999, the City had an appraisal done which opined that the property had a market value (as of 7/9/99) of$95,000. A complete property description as described in the Use Agreement is on file in the Corporate Secretary's office. Motion by Commissioner Christian seconded by Commissioner O'Leary, to adopt the resolution. Action: Carried unanimously. 92000-4-3 RETAIL WATER SERVICE AGREEMENT— CITY OF DeWITT RESOLVED, That the Board enter into a Retail Water Service wa eren all areas currently Agreement with ese ed of DeWitt, a Michigan municipal corporation, City to supply by the City of DeWitt and in such areas as subsequently agreed to by the parties pursuant to the Water Service Agreement. FURTHER RESOLVED, That the CTe�ce Agreement ral r er and Corporate Secretary are in such form as approved by the authorized to sign the Retail Water S Staff Attorney. tian, seconded by Commissioner Creamer, to adopt the Motion by Commissioner Chris resolution. Action: Carried unanimously. Board Minutes April 25,2000 Page 35 #2000-4-4 RETAIL WATER SERVICE AGREEMENT— TOWNSHIP OF DeWITT RESOLVED, That the Board enter into Supplemental Agreement No. 5 to the Retail Water Service Agreement dated July 14, 1995 with the Charter Township of DeWitt to amend the Water Service Area to include the entire extent of the Township. Further, to provide water supply in all areas currently served by the Township and in such areas as subsequently agreed to by the parties pursuant to the Water Service Agreement. FURTHER RESOLVED, That the General Manager and Corporate Secretary are authorized to sign Supplemental Agreement No. 5 in such form as approved b y the Staff Attorney. Motion by Commissioner Christian, seconded by Commissioner O'Leary, o to adopt t resolution. p he Action: Carried unanimously. UNFINISHED BUSINESS None. NEW BUSINESS None, GENERAL MANAGER'S REMARKS Ottawa Station Power Plant Awarded Redevelopment Grant. General Manager Pandy reported that the State of Michigan has awarded the Board of Water and Light Clean Michigan Initiative Waterfront Redevelopment Grant in the amount of$3 94I 60 to redevelop the waterfront at the Ottawa Street Power Station into a downtown 0 office/commercial/residential development. The grant cannot be used to redevelop the interior or exterior of the building. It is li build mited to the public space surroundingthe build* and along the riverfront. Mr. Pandy noted that the grant offer for thisProject is contingent upon three factors: (1) completion of response activities for which the BWL is responsible, (2) strong developer commitment; and (3) commitment to place the piazza riverwalk, and outdoor public areas in city ownership or permanent easement. Staff will work quickly to try to fill out the grant agreement and to comply with the terms of the grant. Mr. Pandy reported that the project feasibility study from Steiner and Associates has been delayed until mid-May. Board Minutes Page 36 April 25,2000 VIL Rate Increase History. General Manager handy handed ack t. The previo st opy the inc ded Rate Increase History page included with the Board p into a thirty years of percentage increases, and the corrected commend general rate ncreas been dses for ll twenty-year history. Staff plans to discuss and utility services at the Committee of the Whole meeting to be held in May. Newspaper Article Highlights the BWL's New Centtral til tot e LANSING STATE ies Complex. General Manager Pandy handed out a copy of an April 18, 2000, provide water, articleJOURNAL featuring a story on the new centGMt1Grand River Asex osembly Plant. The electricity and steam to the General Moto ( Tri en-Cinergy Solutions and US g article highlights the joint venture between the B e proposed osed Platinum Filter. Mr. Pandy briefed the Boa rd De he locati project (parts and assembly plain nt) Township and the prospect of another central utilities complex to serve that new facility. eneral Manager d Chilled Water Project Update. Ged water contract forasummer ait staff r to press the State of Michigan on the issue of a chill conditioning of its downtown buildings. The BWL has d theSta e that he deadline on the chiller equipment bids is Friday, April 29, 2000, consequently, commitment is needed in order to take advantage of the favorablefa rable bids received by the BWL and to meet next year's schedule for providing Erickson Station Scheduled Outage Completed. General agerDaedy repo of rted that Erickson Station's 18-month overhaul is completed. Richard Pef ey,Production, and all the employees involved were congratulated advised forthe modest amount of the Board of a thrust overtime that this six-week effort involved. Mr. handy a the last major overhaul of bearing failure at Eckert Station's 46 unit, He note atnat available options and solutions Eckert's 46 turbine was done in 1995. Staff is evalu g and will report back. RE�,RKS BY COMMISSIONERS None. EXCUSED ABSENCES By Commissioner Christian, seconded by Commissioner Creamer, that the absences of Commissioners Aquilina and Callen be excused. Adopted unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE UBLID�HT WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF Board Minutes April 25,2000 Page 37 Brian Cooper, BWL non-bargaining uni concerns with the proposed compensatt employee for the Delivery Process expressed ion plan. Mr. Cooper prefaced his comments b stating that with deregulation in the horizon, he is aware the BWL has to posture be a competitive organization, He requested more information on how t y p e itself to study results were compiled, He noted also, based on the new compensation program, he classification that it might be appropriate for those employees who selected the Defined Be Plan option to have another opportunity to evaluate their decision. Benefit Pension Richard Taylor added to comments previously made at the beginning of the stated that the employees put their best efforts into the BWL on a day-to-daymeeting. He many put their lives on the line. He asked that employees be provided with a co s, and completed Position Description Questionnaires, as many of them did not keep a file He again copy of their g questioned why the report of an earlier consultant hired to pconduct copy.he compensation study was not used. ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Creamer, the adjourned at 7:08 p.m, meeting /s/Mary E. Sova, Secretary Filed: May 1, 2000 -------------- Marilynn Slade, City Clerk Page 13 MINUTES OF THE BOARD OF COMMISSIONERS' MEETINGr F-C E IV E D LANSING BOARD OF WATER AND LIGHT ' 3 4 N I: 3 3 Ci T Y CLER Tuesday, March 28, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by Chair Diane Royal. Present: Commissioners, Ronald C. Callen, Ernest J. Christian, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow (by conference phone). Absent: Commissioners Rosemarie E. Aquilina and Charles M. Creamer. The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Christian, to approve the minutes of regular session held February 22, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. COMMUNICATIONS No cormnunications. Page 14 Board Minutes March 28, 2000 REPORTS OF COMMITTEES #2000-3-1 PERSONNEL COMMITTEE REPORT The Personnel Conunittee met on February 28, 2000, to review the results of the Board of Water and Light Employee Satisfaction Survey, conducted by Market Strategies, Inc. (MSI). Committee members present were Cominissioners Christian, Royal, O'Leary, and Werbelow (via speakeiphone). Also present was Commissioner Callen. Communications Director John Strickler presented the results of the Employee Satisfaction Survey. The main objectives of the survey were to explore links between employee satisfaction and customer satisfaction and to provide basic information about employee perfonnance, perceptions of the work environment, employee satisfaction and retention. The survey was developed with cooperation and input from IBEW Local 352 as well as from non-bargaining employees who participated in focus groups. To ensure confidentiality, the survey was conducted by written questionnaire, passed out to employees at the workplace in sealed envelopes provided by MSI. Management did not see the results of individual survey returns. Employees mailed the completed questioiuzaire directly to MSI. Survey results were cornrnunicated to all employees through a special issue of the Board Digest and by group presentations on a face-to-face basis between Process Directors and their employees. The survey concluded that there is a strong link between employee satisfaction and employee retention and between conditions in the workplace and employee satisfaction. It found moderate links between employee satisfaction and customer satisfaction and between workplace conditions and customer satisfaction. Satisfaction was found to be somewhat higher among non-bargaining employees than bargaining unit employees. Perceptions of senior management direction and senior management performance received the lowest marks among employees. Employees were also strongly critical of supervision's performance in providing feedback and evaluation. Results in these areas were reviewed in detail. The MSI report points to areas that will have the greatest impact on improving employee satisfaction. Improvements in employee perceptions of senior management performance and direction will have the most significant impact, followed by improvements in areas related to work envirorunent and support. General Manager Pandy acknowledged that the survey results are serious and that it is clear there is a lot of work to do to improve how management works together as a group and to communicate the strategic directions to the workforce. He reviewed topics discussed at a two-day retreat and the next steps as senior management journeys to address the issues that emerged from the report. This included an outline of actionable items, listing specific areas that management has committed to address relevant to Board Minutes Page 15 March 28,2000 corporate direction, work environnnent, communication, relationship and senior management performance. Mr. Pandy stated that senior management intends to involve employees in seeking solutions. The Personnel Committee engaged in lengthy discussion regarding the survey and its findings. The committee encourages participation by all the Commissioners on how to monitor and validate the progress of senior management's initiatives to improve employee satisfaction. The committee will continue to monitor staff s progress in developing solutions that will lead to better employee satisfaction and higher customer satisfaction with regular reports to the Board for input. Respectfully submitted, /s/David O'Leary, Chair Personnel Committee Motion by Commissioner Callen, seconded by Commissioner Christian, to adopt the Personnel Report as presented. Action: Carried unanimously. COMMITTEE OF THE WHOLE REPORT The Connnittee of the Whole met on March 14, 2000, to discuss the following topics: 1. Policies Relative to Growth 2. Steam and Chilled Water Services 3. Water Service Agreement for City of DeWitt and DeWitt Township Present were Commissioners Aquilina, Callen, Christian, Creamer, Royal, and Werbelow (by speakerphone). Absent were Commissioners Murray and O'Leary. Policies on Growth and Development. Director of Audits &Metrics Kellie Willson made an executive summary presentation on proposed Board of Water and Light (BWL) policies on growth and development. The following three policies were developed to assure consistency and compatibility with respect to growth, clearly define authority delegated to the General Manager, and define authority retained by the Board of Commissioners: Page 16 Board Minutes March 28, 2000 LINE EXTENSIONS AND SERVICE TERRITORY Purposes of this Policy • Define the authority delegated to the General Manager with respect to line extensions and service territory expansions. • Define the criteria for extending service and for expanding the service territory after the adoption of this policy. This policy does not apply to plamled replacements or upgrades of existing infrastructure. RESOLVED, That the Board of Commmissioners adopt the BWL's "Line Extensions and Service Territory Policy." #2000-3-2 Line Extensions and Service Territory Expansions Policy General Manager's Authority: The General Manager may authorize the extension of service to new or existing customers when the following criteria are met: • The project is economically justified according to the approved guidelines and parameters and the justification has been formally documented. • The project complies with all regulatory and legal constraints. • Utility services will not be adversely affected. • The project does not specifically require approval by the Board of Commissioners The General Manager shall establish project evaluation guidelines and parameters and review them at least annually with the Commissioners. • Projects will be evaluated according to established guidelines. Board of Cosnmissioners'Responsibility: Approval of the Board of Commissioners shall be required for the following: • All new agreements with a municipality for water service territory expansions after the adoption of this policy. Board Minutes Page 17 March 28,2000 • Any project that is not included in the capital budget, is justified for other reasons, but does not meet the standard economic justification criteria. • Any project that is not included in the capital budget, and the total project cost is expected to exceed$1,000,000. And, the capital budget in total will not be exceeded. • Any project included in the capital budget, but expected to exceed the budgeted amount by the greater of 15% of the budgeted amount or $200,000. This applies to the aggregate for electric,water and steam expenditure forecasts in the Amlual Capital Budget and to individual projects in the Plain-led Capital Budget. • Any project the law requires be approved by the Commissioners. ECONOMIC DEVELOPMENT Purposes of this Policy: • Define the responsibility of the Commissioners with respect to Economic Development. • Define BWL support for economic development within its service area after the adoption of this policy. RESOLVED, That the Board of Commissioners adopt the BWL's "Economic Development Policy." #2000-3-3 Economic Development Policy Board of Commissioners'Responsibility Approval of the Board of Commissioners shall be required for BWL participation in any economic development project that does not fit the requirements for the Electric Economic Development Rider Rate. Guidelines include the following: • The project contributes to the economic vitality of the BWL service area. • The project retains, grows, or diversifies the BWL customer base. • The project is done pursuant to a contract and the length of the contract permits BWL to recover its investment. Page 18 Board Minutes March 28, 2000 There appears to be a long-tern benefit to BWL and its customers. A long-tern benefit is defined as a benefit that is realized over a period of more than the ten years typically used for evaluation of projects. NEW VENTURES #2000-3-4 Resolution Adopting the New Venture Policy The number of Board of Water and Light (BWL) competitors has increased with the advent of deregulation in the electric utility industry, as a result of mergers, acquisitions, and the development of new energy entities. These competitors are offering increased and varied utility and ancillary services to their customers. It is the business judgment of BWL staff that the inability to offer ancillary services may erode the BWL's customer base, which may result in future rate increases to compensate for the loss. BWL staff has concluded that it has both the personnel and the resources to offer competitive ancillary services and, by meeting certain criteria as set out below in the "New Venture Policy,"may offer such services without adversely impacting its current customers. The Board of Commissioners has determined that the offering of ancillary services is within the BWL's lawful authority, since, under Michigan law, the BWL may undertake those business activities naturally connected with and belonging to the running of a utility business which a private competitor would be able to undertake. In addition, such ancillary services will benefit BWL customers as a whole and constitute a proper public purpose. RESOLVED, That the Board of Commissioners adopt the BWL's "New Venture Policy." New Venture Policy New ventures are those ancillary services, which flow from utility services expressly authorized by Council resolution or City Charter, and which are naturally connected to services expressly authorized by Council resolution or the City Charter. The Commissioners must approve all new ventures that involve the net expenditure of $50,000 or more. Staff will evaluate each new venture separately to avoid creating unfair competition. The BWL may undertake new ventures when the following criteria are met: 1. The BWL customer base will benefit as a whole. 2. The new venture will meet or exceed the measures of the BWL's corporate financial policy. Board Minutes Page 19 March 28,2000 3. The customers benefiting from the new venture will pay the frill cost of the new venture. 4. The new venture complies with all laws and regulations applicable to such new venture. 5. The new venture is for the purpose of optimally utilizing persomiel and resources, or when credible market research indicates that a significant portion of the BWL's customer base desires the new venture, or when a significant competitive advantage will accnie to the BWL. Project Evaluation Guidelines. Project evaluation guidelines have been developed to: (1) standardize economic evaluation approach; (2) supplement the analysis with non- financial factors; and (3) review the major projects to improve future project evaluations. OTHER MATTERS Steam and Chilled Water Services. General Manager Pandy reported that the State of Michigan continues to express interest in utilizing the Board of Water and Light's (BWL) chilled water loop in downtown Lansing. However, there are still some issues that need to be resolved before entering into a contract. The conceptual design for installing the chilled water system at the Ottawa Power Station is progressing on schedule. Detailed project estimates are due from Stanley Consultants by March 17. Initially 10,000 tons of capacity is planned, with space remaining for future chillers for a total of up to 20,000 tons of capacity. Construction could start as early as this June if signed agreements are secured within the next month from the State of Michigan and Ingham County for their consolidated courts. City of DeWitt and DeWitt Township Retail Water Service. Marketing Manager Sue McCormick presented an executive summary of the analysis completed for the proposed City of DeWitt and DeWitt Township retail water service project, using the new evaluation guidelines described above (see Policies on Growth and Development). A spreadsheet was handed out consisting of analyses prepared for three cases (Basecase, Lowcase and Highcase) for review and discussion. Ms. McCormick gave an overview of the strategic direction that spearheaded the water extension system to the DeWitt area. She briefed on water interconnect activities, which included: (1) the extension on Airport Road to Watertown Township; (2) the extension on State Road in DeWitt Township to serve Bath Township; and (3) the design decision of the reinforcement project (30" vs. 24") built from the Dye Water Conditioning Plant's high pressure pumping station up to State Road along the Wood Road corridor. Also, Bath Township and Watertown Township have been secured as future water service areas. The BWL currently operates the existing Bath Township water system, which is detached from the BWL system; however, a connection to the BWL system is planned in the near future. In 1994, the BWL entered into a retail water service agreement for a portion of DeWitt Township, south of I-69. The intercomzect under consideration would Page 20 Board Minutes March 28, 2000 expand BWL's service area to include all of the City of DeWitt's corporate limits, including the remainder of DeWitt Township,north of I-69. Extension of retail service to these communities is a good fit and completes the three townships north of Lansing as all new water service areas. A question and answer period followed relative to the projections used for the analyses. After lengthy discussion, the Commissioners indicated their support for staff to finalize negotiations. The City of DeWitt and DeWitt Township plan to sign the retail water service agreements in April. Upon receiving signed agreements, staff will then bring forward a recommendation in April for approval to enter into retail water service agreements with the City of DeWitt and DeWitt Township. UPDATE ISSUES General Manager Pandy briefed the Board on the status of the following issues: • Electric deregulation is picking up momentum in the Legislature. • General Motors' discussions with the City of Lansing and Delta Township relative to a new GM assembly plant in Delta Township are underway. Infrastructure details and BWL's involvement were highlighted. Commissioner Callen called attention to the Persomlel Committee Report, dated February 28, 2000, regarding the employee satisfaction survey. He emphasized the importance of the survey and requested that an advance copy of the Personnel Committee Report be provided to all the Commissioners. Respectfiilly submitted, /s/ Charles M. Creamer, Chair Pro Tern Committee of the Whole Motion by Commissioner Christian, seconded by Commissioner O'Leary, to adopt the Line Extensions and Service Territory Expansions Policy (#2000-3-2). Action: Carried u nammously. Motion by Commissioner Christian, seconded by Commissioner Callen, to adopt the Economic Development Policy (#2000-3-3). Action: Carried unanimously. Motion by Commissioner Christian, seconded by Commissioner O'Leary, to adopt the New Venture Policy (#2000-3-4). Action: Carried unanimously. Motion by Commissioner Callen, seconded by Commissioner Christian, to adopt the Committee of the Whole Report, with the resolutions, as presented. Board Minutes Page 21 March 28,2000 Action: Carried unanimously. GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-3-5 RETIREE BENEFIT PLAN AND TRUST AGREEMENT RESOLVED, That the Lansing Board of Water and Light Retiree Benefit Plan and Trust Agreement is hereby adopted as of the date indicated therein; and FURTHER RESOLVED, That the Post-Retirement Benefit Plan for eligible employees of Lansing Board of Water and Light is hereby adopted effective as indicated therein; and FURTHER RESOLVED, That the signatures of the Chair of the Board of Commissioners and the Corporate Secretary on each document are hereby authorized and ratified. Motion by Conunissioner Christian, seconded by Commissioner O'Leary, to adopt the resolution. Action: Carried unanimously. #2000-3-6 MOTOR CONTROL CENTERS 4, 5, 6—ECKERT STATION RESOLVED, That the original budget of$200,000 for the Plamled Capital Project to upgrade the Motor Control Centers 4, 5, 6 at the Eckert Station be supplemented in the amount of$90,000.00 to cover the cost of changes in the project scope. Funding for Coal Handling Upgrade—Eckert Station will be reduced an equivalent amount to remain within the total Capital Budget for FY 2000. Motion by Commissioner O'Leary, seconded by Commissioner Christian, to adopt the resolution. Action: Carried unanimously. Page 22 Board Minutes March 28, 2000 #2000-3-7 INCREASE IN CAPITAL BUDGET RESOLVED, That the following Capital Budget projects for fiscal year 2000 be increased to reflect unexpected expenditures. Original Project Project New Project Project Number Cost Cost Rebuild T&D System 00-004 $695,000 $1,900,000 Distribution Mains—Lansing 00-020 $36,000 $515,000 Distribution Mains—DeWitt Township 00-022 $50,000 $200,000 Distribution Mains—Bath Township 00-023 $830,000 $2,500,000 Distribution Mains—Watertown 00-024 $950,000 $1,320,000 Township Stearn Services 00-033 $51,000 $90,000 Steam Main Replacement & 00-034 $200,00 $400,000 Reinforcement This resolution is being submitted in conformance with Board Policy 15-02 that was adopted January 25, 2000 for the reporting and approval of any Capital Project exceeding 15% or$200,000. Motion by Commissioner Christian, seconded by Connnissioner O'Leary, to adopt the resolution. Discussion: General Manager Pandy summarized the reasons for the unexpected expenditures. Project overruns are categorized in three areas: (1) customer driven issues due to the strong economy and unexpected demand, (2) contractual commitments, and (3) underestimated projects. Commissioners Callen and Murray asked for a summary showing the portion of the $4 million overrun that represents unanticipated demand Board Minutes Page 23 March 28,2000 versus early failure systems or underestimated costs. Staff agreed to prepare a comparison outline and send it to the Connnissioners. Action: Carried unanimously. UNFINISHED BUSINESS None. NEW BUSINESS None. GENERAL MANAGER'S REMARKS Possible General Motors Plant in Delta Township. General Manager Pandy briefed on the most recent developments of a proposed General Motors (GM) manufacturing facility in Delta Township. The GM project probably will include a metal stamping plant (2001) and a possible assembly plant (2002). Mr. Pandy reported that the assembly plant would require a larger Central Utilities Complex (CUC), than the facility the BWL will own and jointly operate at the new Lansing Grand River Plant. The Board engaged in lengthy discussion about financing issues, operational limits with new business partnerships, and constriction management. The Board will be kept abreast as more details unfold on this important new GM/CUC project. Separate Water Meters. General Manager Pandy reported that the City Council's Committee on Public Services is considering a resolution to allow for separate water meters for outdoor uses such as sprinkler systems. The legality of whether the resolution amends a 1994 City Ordinance, which disallowed the continued use of separate water meters for outdoor use, will be discussed with the City. Electric Deregulation. General Manager provided an overview on the status of legislative efforts on electric deregulation, which is meeting with opposition from the Small Business Association and the Attorney General's Office. They claim that the transition costs that private utilities will collect will not save anybody any money. Director of Delivery Bill Cook reported that SB 937 was originally developed by a coalition, which the BWL was a part of. He reviewed the fundamental issues that need to be resolved before the BWL could support the bill; those issues are the tie-bar to other legislation dealing with territorial limits and the Board's autonomy. Major Project Status Report. Marketing Analyst Randy Roost provided a demonstration of a new web application to assist with Major Project status reporting. It was developed for the Marketing Process' intranet site, designed to serve as a tool for employees to access infonnation internally about projects the BWL is competing for and Page 24 Board Minutes March 28, 2000 hopes to acquire. A number of options are available to help employees keep track of projects and their location, some of which are graphical in nature and others are in text format. Employees also have the ability to submit information and suggestions from the intranet site via a project data form relative to potential projects in the Greater Lansing area. MPPA Municipal Competitive Trust. The Michigan Public Power Agency(MPPA) is setting tip a Municipal Competitive Trust with proceeds from the Belle River fuel dispute over how much was paid for the coal delivered to the Belle River Project. MPPA has realized approximately $20 million of fiends from the resolution of the dispute. The BWL share is approximately 65 percent of that amount. The Trust will have $13,235,492 in the BWL account to reduce future Belle River invoices. Since 1997, Belle River is calculating the fuel rates at a more appropriate rate. The dispute is close to final settlement. Chilled Water Project Update. General Manager Pandy reported that bids have been received on the chiller equipment for the Chilled Water Project. Staff is reluctant to award the bid on March 31, 2000, until a signed contract is received from the State of Michigan. The BWL's ability to meet the State's project completion schedule is at risk. Mr. Pandy indicated that staff has done everything possible to move the project forward, however, it is now up to the State to commit in writing. He noted that the State has indicated they are still well intentioned and trying to respond. Report to NAACP on BWL Purchasing Practices. General Manager Pandy handed out a copy of a letter sent to the local branch of the NAACP in response to their request for a report on the BWL's purchasing activity with minority, women, and handicapper suppliers. Mr. Pandy summarized the high points of the report. Commissioner Christian observed that although there is an increase in purchase order dollars, the penetration with minority/women/handicapper-owned suppliers has remained at a two percent level. He urged that more emphasis be given to increasing the percentage of purchase order dollars spent with these suppliers. BWL Suite for Lansing Lugnuts Games. General Manager Pandy reported that the BWL co-sponsors a suite for the Lansing Lugnuts home games. The suite is shared with Capitol Bank Corp, and used to entertain customers, employees, and occasionally donate it to local charities. A listing of dates the suite is available for BWL-use was distributed. Up to twenty tickets are available for each of the dates listed on the sheet. Committee of the Whole Topics: General Manager Pandy named two tentative topics for the next Committee of the Whole meeting to be held April 111h: (1) New Compensation System and (2) Preliminary FY 2001 Budget. Mr. Pandy noted that there have been some questions about the budget for advertising in the electronic and the printed media. This item will be a subpart of the budget review. Union Negotiations Update. General Manager Pandy reported that the management bargaining team continues to meet with the IBEW Local 352 team. More negotiations are scheduled this week. Both sides hope to reach a mutual agreement on a contract. Page 25 Board Minutes March 28,2000 REMARKS BY COMMISSIONERS Commissioners Werbelow and O'Leary raised concerns about plans for a Board retreat and Commissioner Royal responded to the issues raised. Regarding topics for the retreat, the agenda will be developed with the consensus of the Commissioners. Cominissioner Royal asked if the report from Steiner &Associates on the redevelopment of the Ottawa Power Plant would be available by the next Committee of the Whole meeting. Mr. Pandy indicated that he is hopeful the report will be received by then;but if he hears the report will not be available until a couple of days after April 1 lt�', he may slide the date of the Committee of the Whole meeting. EXCUSED ABSENCES By Commissioner Christian, seconded by Commissioner Murray, that the absences of Commissioners Aquilina and Creamer be excused. Adopted unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. No persons spoke. ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Callen, the meeting adjourned at 6:58 p.m. Is/Mary E. Sova, Secretary Filed: March 30, 2000 Marilynn Slade, City Cleric Page 9 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING ,;, LANSING BOARD OF WATER AND LIGHT Tuesday, February 22, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by Chair Diane Royal. Present: Commissioners Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow (by conference phone). Absent: Commissioner Rosemarie E. Aquilina, The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Creamer, to approve the minutes of regular session held January 25, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. COMMUNICATIONS No communications. REPORTS OF COMMITTEES No committee reports. Page 10 Board Minutes February 22,2000 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-2-1 UPGRADE STACK CAP AT ERICKSON STATION RESOLVED, That the Planned Capital Project Estimate (Project 00-111) to Upgrade the Stack Cap at the Erickson Station be increased from $35,000 to $210,000 to cover the cost of more extensive repairs. These repairs are necessary to preserve the stack and its liner, as well as to bring the stack back into compliance with various codes and standards. Funding for Phase I of the Western Coal Conversion will be reduced an equivalent amount to rernain within the total Capitol Budget for FY 2000. Motion by Commissioner Creamer, seconded by Commissioner Callen, to adopt the resolution. Action: Carried unanimously. UNFINISHED BUSINESS No unfinished business. NEW BUSINESS Board Retreat: Chair Diane Royal briefed on plans for a Board retreat to be held sometime in May or June. Suggested topics include: (1) the role of Commissioners and frequency of meetings, (2) deregulation, (3) long-term capital expenditures, and (4) investment policies. The agenda and date of the retreat will be firmed up with input from all Commissioners. GENERAL MANAGER'S REMARKS Financial Statements for January Reviewed. General Manager Pandy reported that strong cost control measures are paying off as indicated by the positive financial picture for the month of January. The January financial statements show that revenue went up while expenses went down as compared to the same period last year. Mr. Pandy stated that staff is analyzing revenue requirements for discussion with the Board in April with alternative recommendations on rate adjustments for each of the utilities. General Motors Utility Sales and Revenue. General Manager Pandy presented a comparative summary of sales and revenue from General Motors (GM) for electric, steam and water utilities for FY1999 versus FY1998. Mr. Pandy reviewed the forecast for Board Minutes Page 11 February 22,2000 GM's Lansing Grand River Plant relative to sales, loads, purchases, and capacity factors for electric, water, and steam for FY 2001- 2004. The impact for the loss in revenue fiom GM Plants#1 and 6 in years 2004-2005 was discussed. Mr. Pandy also briefed the Commissioners on competitive issues relevant to Delta Township. Update on Natural Gas Aggregation Program. General Manager Pandy reported that the cumulative cash flow for the BWL natural gas aggregation program is positive as of January 31, 2000. Maintenance and Meter Reading Services for West Side Water System. General Manager Pandy reported that the BWL has entered into an agreement with the West Side Water System to provide maintenance services on an as-needed or emergency basis. A separate agreement for the BWL to provide meter-reading services has also been negotiated with the West Side Water System. Update on Electric Deregulation Legislation. General Manager Pandy distributed a copy of a written testimony to be delivered by System Delivery Director Bill Cook to the Senate Energy and Technology Committee on February 23. The testimony outlines the BWL's position with respect to electric restructuring, and in particular Senate Bills 937, 940 and 941. Union Contract. General Manager Pandy reported that the union voted down the latest contract package by a 268 to 31 vote on February 3". He stated that tentative agreement has been reached with the union on health care. Plans are in process to switch Non- Bargaining Unit (March j) and Bargaining Unit employees (April 1) to Blue Cross-Blue Shield PPO, the new health care provider, at less cost than what the current health care carrier can provide. An unresolved issue with the union is the A-1 Schedule,which is a lower pay level based on market wage rates for new employees hired after July 1, 2000. Union employees are working on a day-to-day basis under the old contract, while negotiations continue. LCC Business and Technology Forum. The Commissioners were invited to the annual Reutter Business Technical Institute luncheon to be held on Thursday, March 23, 12 noon at the Lansing Center. Program speakers include Mayor David Hollister; Doug Rothwell, CEO, Michigan Economic Development; Bruce McAttee, CAP Coordinator for Region 1C, UAW; Bob Anderson, Manager of the General Motors Lansing Grand River Assembly Plant. REMARKS BY COMMISSIONERS Commissioner Werbelow requested an update the chilled water project. General Manager Pandy reported that the City of Lansing has concurred that the Ottawa Station is the best site for the chilled water project. The G-1 (general use) zoning is in place, and no special land use permit is required. The State of Michigan is in the process Page 12 Board Minutes February 22,2000 of reviewing the documents on chilled water services. Once their written corrrrnitment is received, the BWL will proceed to build the chilled water plant. Negotiation with the county is at a stand still, as county officials evaluate the feasibility of building its own chiller to serve the new county building. EXCUSED ABSENCES By Commissioner Christian, seconded by Commissioner Callen, that the absence of Commissioner Aquilina be excused. Adopted unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. No persons spoke. ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Creamer, the meeting adjourned at 6:12 p.m. Is/Mary E. Sova, Secretary Filed: February 28, 2000 Marilynn Slade, City Clerk 12:25 FEB 28, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #78649 PAGE: 2/5 Page 1 CD MINUTES OF THE BOARD OF COMMISSIONERS' MEETING :. r�. LANSING BOARD OF WATER AND LIGHT 1 Tuesday, February 22, 2000 C, r. r- ro rn The Board of Commissioners met in regular session at 5:30 p.m., ui the Boardroom of the C n Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by Chair Diane Royal. Present: Commissioners Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow (b); conference phone). Absent: Commissioner Rosemarie E. Aquilina, The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner O'Leary, seconded by Commissioner Creamer, to approve the minutes of regular session held January 25, 2000. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. COMMUNICATIONS No communications. REPORTS OF COMMITTEES No committee reports. 12:25 FEB 28, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #78649 PAGE: 3/5 Page 2 Board Minutes January 25,2000 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. 92000-2-1 UPGRADE STACK CAP AT ERICKSON STATION RESOLVED, That the Planned Capital Project Estimate (Project 00-111) to Upgrade the Stack Cap at the Erickson Station be increased from $35,000 to $210,000 to cover the cost of more extensive repairs. These repairs are necessary to preserve the stack and its liner, as well as to bring the stack back into compliance with various codes and standards. Funding for Phase I of the Western Coal Conversion will be reduced an equivalent amount to remain within the total Capitol Budget for FY 2000. Motion by Commissioner Creamer, seconded by Commissioner Callen, to adopt the resolution. Action: Carried unanimously. UNFINISHED BUSINESS No unfinished business. NEW BUSINESS Board Retreat: Chair Diane Royal briefed on plans for a Board retreat to be held sometime in May or June. Suggested topics include: (1)the role of Commissioners and frequency of meetings, (2) deregulation, (3) long-temi capital expenditures, and (4) investment policies. The agenda and date of the retreat will be firined up with input from all Commissioners. GENERAL MANAGER'S REMARKS Financial Statements for January Reviewed. General Manager Pandy reported that strong cost control measures are paying off as indicated by the positive financial picture for the month of January. The January financial statements show that revenue went up while expenses went down as compared to the same period last year. Mr. Pandy stated that staff is analyzing revenue requirements for discussion with the Board in April with alternative recommendations on rate adjustments for each of the utilities. General Motors Utility Sales and Revenue. General Manager Pandy presented a comparative summary of sales and revenue from General Motors (GM) for electric, steam and water utilities for FY 1999 versus FY 1998. Mr. Pandy reviewed the forecast for 12:26 FEB 28, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #78649 PAGE: 4/5 Board Minutes Page 3 January 25,2000 GM's Lansing Grand River Plant relative to sales, loads, purchases, and capacity factors for electric, water, and steam for FY 2001- 2004. The impact for the loss m revenue from GM Plants #1 and 6 in years 2004-2005 was discussed. Mr. Pandy also briefed the Commissioners on competitive issues relevant to Delta Township. Update on Natural Gas Aggregation Program. General Manager Pandy reported that the cumulative cash flow for the BWL natural gas aggregation program is positive as of January 31, 2000. Maintenance and Meter Reading Services for West Side Water System General Manager Pandy reported that the BWL has entered into an agreement with the West Side Water System to provide maintenance services on an as-needed or emergency basis. A separate agreement for the BWL to provide meter-reading services has also been negotiated with the West Side Water System. Update on Electric Deregulation Legislation. General Manager Pandy distributed a copy of a written testimony to be delivered by System Delivery Director Bill Cook to the Senate Energy and Technology Committee on February 23. The testimony outlines the BWL's position with respect to electric restructuring, and in particular Senate Bills 937, 940 and 941. Union Contract. General Manager Pandy reported that the union voted down the latest contract package by a 268 to 31 vote on February 3`d. He stated that tentative agreement has been reached with the union on health care. Plans are in process to switch Non- Bargaining Unit(Ifarch i) and Bargaining Unit employees (April 1) to Blue Cross-Blue Shield PPO, the new health care provider, at less cost than what the current health care carrier can provide. An unresolved issue with the union is the A-1 Schedule, which is a lower pay level based on market wage rates for new employees hired after July 1, 2000. Union employees are working on a day-to-day basis under the old contract, while negotiations continue. LCC Business and Technology Forum. The Commissioners were invited to the annual Reutter Business Technical Institute luncheon to be held on Thursday, March 23, 12 noon at the Lansing Center. Program speakers include Mayor David Hollister; Doug Rothwell, CEO, Michigan Economic Development; Bruce McAttee, CAP Coordinator for Region 1C, UAW; Bob Anderson, Manager of the General Motors Lansing Grand River Assembly Plant. REMARKS BY COMMISSIONERS Commissioner Werbelow requested an update the chilled water project. General Manager Pandy reported that the City of Lansing has concurred that the Ottawa Station is the best site for the chilled water project. The G-1 (general use)zoning is in place, and no special land use permit is required. The State of MicEgan is in the process of reviewing the documents on chilled water services. Once their written commitment is 12:27 FEB 28, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #78649 PAGE: 5/5 Page 4 Board Minutes January 25,2000 received, the BWL will proceed to build the chilled water plant. Negotiation with the county is at a stand still, as county officials evaluate the feasibility of building its own chiller to serve the new county building. EXCUSED ABSENCES By Commissioner Christian, seconded by Commissioner Callen, that the absence of Commissioner Aquil na be excused. Adopted unanunously. PUBLIC COMIVIENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. No persons spoke. ADJOURNMENT On motion by Commissioner Christian, seconded by Commissioner Creamer, the meeting adjourned at 6:12 p.m. Is/Mary E. Sova, Secretary Filed: February 28, 2000 Marilynn Slade, City Clerk BOARD OF WATER AND LIGHT 1232 Haco Drive-Lansing,Michigan Agenda January 25,2000-5:30.p:m.` I. Roll Call(Board Commissioners Aquilina, Callen, Christian,,grTs Ay, O'Leary, Werbelow and Chairman Royal- 8) II. Pledge of Allegiance III. Approval of Minutes: Regular Session of December 14, 1999 1V. Public Comments Members of the public are welcome to speak to the Board on any agenda subject or on any other subject now, or at the end of the meeting. V. Communications and Petitions VI. Reports of Committees VII. Manager's Recommendations A. Adopt Second Amendment to BWL Defined Benefit Plan. B. Amend car allowance reimbursements. C. Approve BWL policy statements and resolutions; and,replace same in Policy Manual dated July 1996. D. Award contract to Dorey, Reagan&Associates to re-design the NBU Compensation System VIII. Unfinished Business IX. New Business X. Resolutions XI. Manager's Remarks XH. Commissioner's Remarks XIII. Motion of Excused Absence XIV. Public Comments Members of the public are welcome to speak to the Board on any Board of Water and Light subject. XV. Adjournment Page 1 MINUTES OF THE BOARD OF COMMISSIQNERS'.'MEETING LANSING BOARD OF WATEWAND-LIGHT 'Jo Tuesday, January 25, 2000 '1 1 1 GLEr 1t The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by the Chair, Diane Royal. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow (by conference phone). Absent: None The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner Christian, seconded by Commissioner Aquilina, to approve the minutes of regular session held December 14, 1999. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. COMMUNICATIONS No communications. REPORTS OF COMMITTEES No committee reports. Page 2 Board Minutes January 25,2000 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-1-1 SECOND AMENDMENT TO BWL DEFINED BENEFIT PLAN RESOLVED, That the Second amendment to the Lansing Board of Water and Light Defined Benefit Plan for Employees' Pensions is hereby adopted effective as of July 1, 1999; and FURTHER RESOLVED, That the Chair of the Board of Commissioners and the Corporate Secretary are hereby authorized to execute the Amendment and related documents on behalf of the Corporation Motion by Commissioner Christian, seconded by Commissioner Aquilina, to adopt the resolution. Discussion: General Manager Pandy noted that the amendment establishes a 401(h) subaccount that the BWL may use in the future to help pay for retiree health care costs. Action: Carried unanimously. #2000-1-2 CAR ALLOWANCE REIMBURSEMENT RESOLVED, That the present car allowance reimbursement rates effective December 1, 1992 applicable to BWL employees required to provide personal transportation in performing their respective job assignments, be amended effective February 1, 2000, as follows: That the per mile reimbursement rate for Plan A(occasional drivers) be set at the Business Standard Mileage Rate and the per mile reimbursement for Plan B (required for job —formerly known as Plan C), be set at 75% of the Business Standard Mileage Rate announced periodically by the IRS. In addition, a flat rate reimbursement (paid biweekly)will be paid to Plan B employees (those employees required to have a personal automobile available for performing their job assignments). The flat rate (currently $25.39 per pay period) will be periodically reviewed and adjusted, if necessary, by Human Resources. Plan A: Business Standard Mileage Rate for all miles driven. Plan B: 75% of the Business Standard Mileage Rate for all miles driven PLUS a biweekly flat rate to be determined by Human Resources (currently $25.39 per pay period). Board Minutes Page 3 January 25,2000 Motion by Commissioner Christian, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously. #2000-1-3 CORPORATE POLICIES AND PROCEDURES WHEREAS, The Board appointed a special policy committee assigned to review the current Board of Water and Light Policy Manual; and WHEREAS, The Special Policy Review Committee met on October 25, 1999, to review a draft of broad policy statements, as prepared by staff, for comments and input; and WHEREAS, The Committee of the Whole thoroughly reviewed the proposed policy statements for input and consensus on November 30, 1999. RESOLVED, The Board of Commissioners hereby approves the Board of Water and Light policy statements and associated resolutions (attached). FURTHER RESOLVED, That the Board of Water and Light Policy Manual dated July 1996, be replaced with the new policies and resolutions submitted herewith. Motion by Commissioner Aquilina, seconded by Commissioner Creamer, to adopt the resolution. Discussion: The Commissioners were provided with an attachment containing suggested amendments to the proposed policies and resolutions submitted by Commissioners Werbelow and Royal for review and input. Commissioner Murray raised the question of the appropriate role of the Commissioners relative to the General Manager. He stated that in his judgment the Commissioners should focus on providing fundamental governance and direction on major policy issues and allow the General Manager to manage the organization within the broad parameters of important policy issues. General Manager Pandy gave a historical perspective on the BWL's long record of having detailed policies and resolutions. He stated that it has been the practice of the Board to disclose decisions by setting policy and adopting resolutions to effect the policies in order to stand the test of public scrutiny. Commissioner Callen remarked that he would like to see more specificity in the policies. In cases where there are requirements that are referred to in the policies, the specifications should be spelled out in the policy statements, such as a particular City Charter requirement. Page 4 Board Minutes January 25,2000 Following discussion, there was consensus that the suggested changes in the attachment (Policies and Resolutions—comments and revisions), faxed to the Commissioners on January 25, 2000, be incorporated in the final written policies and resolutions. Action: Carried unanimously. #2000-1-4 REDESIGNING THE COMPENSATION SYSTEM RESOLVED, That a contract be awarded to Dorey, Reagan & Associates in an amount not to exceed $111,950 to recommend and implement changes in the Non-Bargaining Unit (NBU) compensation plan. The contractor will make recommendations to align our compensation system with a process-based organization, and to provide information enabling the BWL to design pay strategies, which are market driven. The contractor will also advise the BWL on implementation of a system, which incorporates a variable pay approach. Motion by Commissioner O'Leary, seconded by Commissioner Aquilina, to adopt the resolution. Discussion; In response to questions raised by the Commissioners, General Manager Pandy reported that the scope of the contract to redesign the compensation system was expanded from what was originally proposed in April 1998 (Res. 98-4-1). He noted that this study is the first major review of the Non-Bargaining Unit compensation plan in over twenty years, Action: Carried unanimously. UNFINISHED BUSINESS No unfinished business. NEW BUSINESS No new business. GENERAL MANAGER'S REMARKS Series 1999A and 1999B Bond Issue Cost. General Manager Pandy reported that bond issuance costs were below the estimated 1.5% of the face amount of the bonds. Bond issuance costs as summarized below; Page 5 Board Minutes January 25,2000 Bond Issue Tax-Exempt Series 1999A' Taxable Series 1999B a $48,230,000.00 $78,455,000.00 Face Amount of Bonds $562,938.71 $1,125,493.78 Total Issuance Cost 1 17% 1.43% Issue Cost as Percent of Face Amount Aa3 Aaa Bond Rating—Moody's AA AAA Bond Rating—Standard&Poor's 5 23% 7 62% Net Interest Cost 5.14% 7.58% Average Coupon 9.6 11.0 Average Bond: Life—Years ' To finance BWL capital improvements needs To finance the Central Utilities Complex to serve General Motors' new Lansing Grand River Assembly Center. Cost Reductions. Efforts are underway in all processes to reduce BWL costs. The Commissioners received a reported submitted by the Production Process demonstrating reductions in overtime, while simultaneously reducing outstanding work orders and without heavy reliance on outside contractors.t trac ors. le t monthon reports on the other processes will be submitted within thep s. General Motors' Lansing Grand River Site Dedication. The site dedication media briefing to announce General Motors' (GM) newest U.S. facility, the Lansing Grand River Assembly Center (LGR), is set for Monday, January 31, 2000. Speakers include GM President Rick Wagoner, Governor John Engler, Mayor David Hollister, UAW Local 652 Chair Art Baker, and LGR Plant Manager Bob Anderson. Chilled Water Project Update Saga Broadcasting Corp.- Proposed Settlement Agreement. General Manager Pandy distributed a copy of a proposed Settlement Agreement with Saga Broadcasting Corp. (Saga) relative to siting the chilled water facility the premises the proposed agreement were Walnut Street, Lansing, owned Ingham County. Th reviewed. Ottawa Station as a Viable Site for the Chilled Water Facility. General Manager Pandy reported that BWL engineering staff has evaluated the use of the Ottawa Station as a viable site for the chilled water plant. The analysis indicates the chiller plant could be located at the Ottawa Plant, potentially at savings over the Walnut Street site. Graphic slides were displayed showing that the chilled water plant would take up about 22,000 square feet (using the basement and mezzanine of the turbine hall, both of which are below the street grade) of the Ottawa Stations 190,000 square feet, and would still leave the rest of the facility available for commercial redevelopment. The advantages and disadvantages Page 6 Board Minutes January 25,2000 of the Ottawa Station site versus the Walnut Street site indicates cost increases in extending the piping of the chilled water distribution system would be more than offset by savings in environmental, legal and land costs. Ingham_ Cam, General Manager Pandy briefed the Board on the status of negotiations with Ingham County on the responsibility for environmental clean-up if soil contamination is found at the 327 W. Walnut Street property. This site is currently a parking lot, but was formerly the location of a gasoline station. After a question and answer period, the Commissioners gave staff the option of pursing the Ottawa Station either as an alternate or as the preferred site for locating the chilled water plant. The Commissioners will be kept informed on the progress as the options are being evaluated. Mr. Pandy told the Board that he plans to discuss the Ottawa Station option with the Mayor and city officials. Status of the Ottawa Station Site Demolition Project. General Manager Pandy reported on activities relevant to the demolition project at Ottawa Station. Bids are due on January 26, 2000, for completion of the demolition work. Dimondale Dam Property. General Manager Pandy reported that the Village of Dimondale has expressed renewed interest in acquiring the BWL property within the Village corporate limits for their planned Dimondale Island Park. He noted that this matter has been pending since 1997 with the Village of Dimondale at which time discussion took place about conveying the property to the Village for nominal consideration for the development of a recreational facility. The Village proposes purchasing the property and dams in their current condition for $1.00, and releasing the BWL from any obligations to repair or maintain the dams. Mr. Pandy noted that the BWL has owned this property for many years, but it is not suitable for hydroelectric power generation or any other BWL use. Following discussion the Commissioners concurred that it would be good use of the property to convey it to the Village and let them develop it for their community. Employee Satisfaction Survey. General Manager Pandy presented the results of the employee satisfaction survey conducted by Market Strategies, Inc. He summarized the scores for questions pertaining to: (1) Overall satisfaction with the BWL as a place to work, (2) Satisfaction with your current position, (3) Overall satisfaction with BWL as a company, and (4)How well does your job meet your expectations? This is the first time a comprehensive survey has been conducted at the BWL to measure employee satisfaction. The primary objectives of the survey were to explore links between employee satisfaction and customer satisfaction and to provide basic information about employee perfo rmance, perceptions of the work environment, employee satisfaction and retention. Perceptions of senior management direction and senior management performance received the lowest marks among employees. The Directors are presenting survey results to employees in their processes throughout the BWL for feedback in seeking solutions. The survey results Page 7 Board Minutes January 25,2000 and subsequent actions to address them will be the subject of a future Personnel Committee meeting. Local orted that Update on Negotiations with IBEW . ee have reached Manager egreement for a four-year management and the IBEW negotiating committ contract. The package will be presented to the IBEW bership er Highli conside ghts of the erasion, but without an endorsement from the IBEW s bargaining team. agreement, economic changes and procedural issues respond to que do reviewed.. The eadi gnof the Director of Human Resources, was present p contract package will take place on Friday, January 2g`h. She told the Board that the union leadership serving on the union negotiating d am �heirmembe ship to vote oncatd that they would read trte proposed agreement as a management package an however, they would not endorse it. The vote on the management proposal is set for Thursday, February 3 . Northwest Well Site Property. General Manager dan easement/license that the agreement ty of Lansing Parks and Recreation Department isrequesting from the BWL for a portion of the Northwest a e1 Wilhite spoke to this issue. He noted extension of the River Tra property for the westerly il. Staff Attorney ry that the strip of land the City wants the B)vVL to relinquish a great addition to the C ty In t The Commissioners agreed that the River Trail has been the spirit of cooperation with the City, they concurred that a recommendation to relinquish the strip of land requested be brought forth for approval. REMARKS BY COMMISSIONERS Commissioner Callen conveyed a message with o respect to Y2K from Councilmember Harold Leeman: "Thanks for keeping the lights General Manager Pandy acknowledged the work of m Y2employees and many of whom gaveBup WL who worked for over a year in preparing the BWL o their New Years Eve to make sure the BWL was protected and prepared. EXCUSED ABSENCES There were no absences. Page 8 Board Minutes January 25,2000 PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY BOARD OF WATER AND LIGHT SUBJECT. Joseph (Joe)Davis, President of IBEW Local 352, explained why the union ne otiatin team is not endorsing the contract package. He stated that union negotiating team g members were close to achieving a package they could support, however the general increase is 0.5% lower than requested, and .the prescription co-pay is $5.00 higher than requested. For these two reasons, the union negotiating team is not endorsing the package, but has agreed to offer the proposal to the membership for a vote on February ADJOURNMENT On motion by Commissioner Callen, seconded by Commissioner Creamer, the meeting adjourned at 7:00 p.m. Is/Mary E. Sava, Secretary Filed: Janua7y 28, 2000 Marilynn Slade, City Clerk 13: 18 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #77997 PAGE: 219 Page 1 MINUTES OF THE BOARD OF COMMISSIONERS' MEETING LANSING BOARD OF WATER AND LIGHT Tuesday, January 25, 2000 The Board of Commissioners met in regular session at 5:30 p.m., in the Boardroom of the Administrative Offices, 1232 Haco Drive, Lansing, Michigan. The meeting was called to order by the Chair, Diane Royal. Present: Commissioners Rosemarie E. Aquilina, Ronald C. Callen, Ernest J. Christian, Charles M. Creamer, Mark A. Murray, David O'Leary, Diane R. Royal and Judson M. Werbelow(by conference phone). Absent: None The Secretary declared a quorum present. The Pledge of Allegiance was said by all. APPROVAL OF MINUTES Motion was made by Commissioner Christian, seconded by Commissioner Aquilina, to approve the minutes of regular session held December 14, 1999. Carried unanimously. PUBLIC COMMENTS THE CHAIR ANNOUNCED THAT MEMBERS OF THE PUBLIC ARE WELCOME TO SPEAK TO THE BOARD ON ANY AGENDA SUBJECT OR ON ANY OTHER SUBJECT NOW, OR AT THE END OF THE MEETING. No persons spoke. COMMUNICATIONS No communications. REPORTS OF COMMITTEES No committee reports. -< M 77, ` z? CID 13: 19 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #77897 PAGE: 3/9 Page 2 Board Minutes January 25,2000 GENERAL MANAGER'S RECOMMENDATIONS Background materials on items presented are on file in the Office of the Corporate Secretary. #2000-1-1 SECOND AMENDMENT TO BWL DEFINED BENEFIT PLAN RESOLVED, That the Second amendment to the Lansing Board of Water and Light Defined Benefit Plan for Employees' Pensions is hereby adopted effective as of July 1, 1999; and FURTHER RESOLVED, That the Chair of the Board of Commissioners and the Corporate Secretary are hereby authorized to execute the Amendment and related documents on behalf of the Corporation Motion by Commissioner Christian, seconded by Commissioner Aquilina, to adopt the resolution. Discussion: General Manager Pandy noted that tic amendment establishes a 401(h) subaccount that the BWL may use in the future to help pay for retiree health care costs. Action: Carried unanimously. #,2000-1-2 CAR ALLOWANCE REIMBURSEMENT RESOLVED, That the present car allowance reimbursement rates effective December 1, 1992 applicable to BWL employees required to provide personal transportation in performing their respective job assignments, be amended effective February 1, 2000, as follows: That the per mile reimbursement rate for Plan A (occasional drivers)be set at the Business Standard Mileage Rate and the per mile reimbursement for Plan B (required for job—formerly known as Plan C), be set at 75% of the Business Standard Mileage Rate announced periodically by the IRS. In addition, a flat rate reimbursement(paid biweekly) will be paid to Plan B employees (those employees required to have a personal automobile available for performing their job assignments). The flat rate (currently $25.39 per pay period) will be periodically reviewed and adjusted, if necessary, by Human Resources. Plan A: Business Standard Mileage Rate for all miles driven. Plan B: 75% of the Business Standard Mileage Rate for all miles driven PLUS a biweekly flat rate to be determined by Human Resources (currently $25.39 per pay period). 13: 19 JAN 31, 2000 ID: BOARD OF 14ATER & LIG TEL NO: (517) 371-6203 #77897 PAGE: 4/9 Board Minutes Page 3 January 25,2000 Motion by Commissioner Christian, seconded by Commissioner Aquilina, to adopt the resolution. Action: Carried unanimously. #2000-1-3 CORPORATE POLICIES AND PROCEDURES WHEREAS, The Board appointed a special policy committee assigned to review the current Board of Water and Light Policy Manual; and WHEREAS, The Special Policy Review Committee met on October 25, 1999, to review a draft of broad policy statements, as prepared by staff, for comments and input; and WHEREAS, The Committee of the Whole thoroughly reviewed the proposed policy statements for input and consensus on November 30, 1999. RESOLVED, The Board of Commissioners hereby approves the Board of Water and Light policy statements and associated resolutions (attached). FURTHER RESOLVED, That the Board of Water and Light Policy Manual dated July 1996, be replaced with the new policies and resolutions submitted herewith. Nlotion by Commissioner Aquilina, seconded by Commissioner Creamer, to adopt the resolution. Discussion: The Commissioners were provided with an attaclunent containing suggested amendments to the proposed policies and resolutions submitted by Commissioners Werbelow and Royal for review and input. Commissioner Murray raised the question of the appropriate role of the Commissioners relative to the General Manager. I-Ie stated that in lus judgment the Commissioners should focus on providing fundamental governance and direction on major policy issues and allow the General Manager to manage the organization within the broad parameters of important policy issues. General Manager Pandy gave a historical perspective on the BWL's long record of having detailed policies and resolutions. He stated that it has been the practice of the Board to disclose decisions by setting policy and adopting resolutions to effect the policies in order to stand the test of public scrutiny. Commissioner Callen remarked that lie would like to see more specificity in the policies. hn cases where there are requirements that are referred to in the policies, the specifications should be spelled out in the policy statements, such as a particular City Charter requirement. 13:20 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #77897 PAGE: 5/9 Page 4 Board Minutes January 25,2000 Following discussion, there was consensus that the suggested changes in the attaclmient (Policies andResolu ions—comments and revisio�u), faxed to the Commissioners on January 25, 2000, be incorporated in the final written policies and resolutions. Action: Carried unanimous]),. 92000-1-4 REDESIGNING THE COMPENSATION SYSTEM RESOLVED, That a contract be awarded to Dorey, Reagan & Associates in an amount not to exceed S1117950 to recommend and implement changes in the Non-Bargaining Unit (NBU) compensation plan. The contractor will make recommendations to align our compensation system with a process-based organization, and to provide information enabling the BWL to design pay strategies, which are market driven. The contractor will also advise the BWL on implementation of a system, which incorporates a variable pay approach. Motion by Commissioner O'Leary, seconded by Commissioner Aquilina, to adopt the resolution. Discussion: In response to questions raised by the Commissioners, General Manager Pandv reported that the scope of the contract to redesign the compensation system was expanded from what was originally proposed in April 1998 (Res. 98-4-1). He noted that this study is the first major review of the Non-Bargaining Unit compensation plan in over t\venty years. Action: Carried unanimously. UNFINISHED BUSINESS No unfinished business. NEW BUSINESS No new business. GENERAL MANAGER'S REMARKS Series 1999A and 1999B Bond Issue Cost. General Manager Pandv reported that bond issuance costs were below the estimated 1.5% of the face amount of the bonds. Bond issuance costs as summarized below: 13:21 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #77897 PAGE: 6/9 Board Minutes Page 5 January 25,2000 Bond Issue Tax-Exempt Series 1999A 1 Taxable Series 1999B z Face Amount of Bonds $48,230,000.00 $78,455,000.00 Total Issuance Cost $562,938.71 $1,125,493.78 Issue Cost as Percent of Face 1.17% 1.43% Amount Bond Rating—Moody's Aa3 Aaa Bond Rating—Standard&Poor's AA AAA Net Interest Cost 5.23%a 7.62% Average Coupon 5.14% 7.58% Average Bond: Life—Years 9.6 11.0 I To finance BWL capital improvements needs Z To finance the Central Utilities Complex to serve General Motors'new Lansing Grand River Assembly Center. Cost Reductions. Efforts are underway in all processes to reduce BWL costs. The Commissioners received a reported submitted by the Production Process demonstrating reductions in overtime, while simultaneously reducing outstanding work orders and without heavy reliance on outside contractors. Cost reduction reports on the other processes will be submitted within the next couple of months. General Motors' Lansing Grand River Site Dedication. The site dedication media briefing to announce General Motors' (GM)newest U.S. facility, the Lansing Grand River Assembly Center(LGR), is set for Monday, January 31, 2000. Speakers include GM President Rick Wagoner, Governor John Engler, Mayor David Hollister, UAII' Local 652 Chair Art Baker, and LGR Plant Manager Bob Anderson. Chilled IVater Project Update Saga Broadcasting Corp.-Proposed Settlement Agreement. General Manager Pandy distributed a copy of a proposed Settlement Agreement with Saga Broadcasting Corp. (Saga) relative to siting the chilled water facility on the premises known as 327 W. Walnut Street, Lansing, owned Ingham County. The terns of the proposed agreement were reviewed. Ottawa Station as a Viable Site for the Chilled Water Facility. General Manager Pandy reported that BWL engineering staff has evaluated the use of the Ottawa Station as a viable site for the chilled water plant. The analysis indicates the chiller plant could be located at the Ottawa Plant, potentially at savings over the Walnut Street site. Graphic slides were displayed showing that the chilled water plant would take up about 22,000 square feet(using the basement and mezzanine of the turbine hall, both of which are below the street grade) of the Ottawa Station's 180,000 square feet, and would still leave the rest of the facility available for commercial redevelopment. The advantages and disadvantages of the Ottawa Station site versus the Walnut Street site indicates cost increases in 13:21 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 *77897 PAGE: 7/9 Page 6 Board Minutes January 25,2000 extending the piping of the chilled water distribution system would be more than offset by savings in environmental, legal and land costs. 13:18 JAN 31, 2000 ID: BOARD OF WATER & LIG TEL NO: (517) 371-6203 #77897 PAGE: 1/9 BOARD OF WATER AND LIGHT PO Box 13007, Lansing,MI 48901 �WATER&LIGHT F Date: Monday,Jan 31, 2000 1: o il Number of pages including 9 cm er sheet: To: City Clerk's Office From: Mary Sova Phone: Phone: Fax: 377-0068 Fax phone: (517)371-4203 CC: REMARKS: ❑ Urgent ❑ For your review ❑ Reply ASAP ❑ Please comment Attached is a set of the regular Board of Water and Light Commissioners'meeting minutes of January 25,2000, for filing with your office. An original copy is being mailed to your office today.