CONTRACT 2676 OtherAGREEMENT
BETWEEN THE CITY OF LOS ANGELES
AND THE CITY OF EL SEGUNDO
FOR THE CONVEYANCE, TREATMENT
AND DISPOSAL OF WASTEWATER
AGREEMENT
RECITALS
DEFINITIONS ........
"Agency" or "Agencies"
"Amalgamated System" , .. . .
"Amalgamated System Expenses" .........
"Amalgamated System Revenues" . . ... . ......
"Amalgamated System Sewerage Facilities Charge"
"Amalgamated System Sewerage System Charge" .
"Available Treatment Plant Effluent" ..........
"Biochemical Oxygen Demand" or "BOD" .....
"Boundary Line Connection" .
"By-product" .................... .
"Capital Improvement Program" ...... .
"Commercial Discharger" .........
"Contracting Entity"
"Date of Execution" or "Execution"
"Default" .................... .
"Entity" or "Entities" ............. .
"Fiscal Year (FY)" ...............
"Flow Year"
of Contents
"General Fund Reimbursement Charge"
"Incremental Cost Approach"
"Industrial Discharger" ......... ,
"Local System"
"Los Angeles" .,.,,..,, „ „, „.,,
"Los Angeles' Wastewater Treatment and Collection System” or "System” .
"Amalgamated System” .. .
"Local System" .........
"MGD- miles" ........... .
"Net Amalgamated System Expenses"
"Nonpayment Charge" , . , .. .
"Original Contracting Entities"
"Party" or "Parties" ......
"Pass Through Flow" . .............................. .
"Point of Discharge" ......
"Prime Rate" ...........
"Proportionate Share" .....
"Reclaimed Water" .........
"Revenue Program"
"Standard Methods"
"Strength" ...... , ...
"Surface Water Runoff"
"Suspended Solids" or "SS"
"System Buy -in Approach" . , .. „ , ... 6
"System Buy -out Approach" ........ . . ........ . . . ..... . . ..... . .. . . .. . .. 6
"Universal Terms" . . ............................... 6
"Unpaid Amount" ................... ............................... 6
"Value Engineering" ....... . .......... . ...... . . . ...... 6
CHARGE SYSTEM
Amalgamated System Sewerage System Charge .
Allocation of Expenses & Revenues .
Amalgamated System Expenses
Amalgamated System Revenues ........
Reclaimed Water .................
Amalgamated System Sewerage Facilities Charges ............. . ... .
Requirements for Amalgamated System Sewerage Facilities Charges .
Net Increase in Anticipated Discharge .........
Amalgamated System Sewerage Facilities Charge
Rate Calculation ...........
General Fund Reimbursement Charge .
Nonpayment Charges
Surface Water Runoff
Privilege to Discharge
Limitation of Discharge
Amalgamated System Sewerage System Charges
Amalgamated System Sewerage Facilities Charge
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ADMINISTRATION
Amalgamated System Sewerage System Charge Rate Development
Expense and Revenue Allocation
Amalgamated System Loadings
Rate Adoption Ordinance ...
Modification of Adopted Rates
Billing .. , ..
Payment
Amalgamated System Sewerage Facilities Charge Payment
Late Payment
Discharge Flow and Strength .
MGD - miles .. .
DISCHARGE MEASUREMENT
Responsibility for Monitoring, Estimating, Evaluating, and Reporting .........
Criteria for Measurement ...... ...............................
Flow and Strength Reporting ......... . .... . ....
Flow and Strength Measurement .......
Frequency..,..,..,...
Physical Requirements
Weather
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Flow Monitoring .....
Verification of Procedures ... .
Missing Flow Data .......... .
Missing Strength Data .........
Conditions for Waiver of Penalties
Implementation ............... .
MEETINGS ..........................
Contracting Entity /Los Angeles Meetings . .
Value Engineering .
Financial Auditing .
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OPERATION, LIABILITY, AND COMPLIANCE . 37
Ownership and Operation 37
Liability ........................... .............................37
Regulatory Liability . 37
General Liability .. ............................... . ........... 38
Liability Related to Non - Amalgamated System Facilities .. . . . ... . . .... . ..... 38
Gross Negligence ......... , . . 38
Notification of Claims ................... 38
Compliance with State and Federal Regulatory Requirements . 38
TERM OF AGREEMENT .... , , , ... .
Reasons to Initiate Renegotiations ..... .
Initial Time Prohibitions on Negotiations
Negotiation Completion Requirements . .
Negotiations at Expiration of the Term
Conditions for Modification Proposals .... .
Requirement for Good Faith Renegotiations
Non - binding Mediation ......................... . . . . . .
Termination Restriction ............... . ..... . .......
Month to Month Relationship .........
Termination of the Month to Month Relationship ... .
Penalties for Violation of the Month to Month Relationship Conditions
Contracting Entity Capital Investment Buyout
CONFLICTS ...
Default . , , .. , ......
Events Constituting a Default by Contracting Entity
Events Constituting a Default by Los Angeles
Remedies . . ...........
Specific Performance .......
Cumulative Rights and Remedies
Attorneys' Fees .,.,.,.....
Dispute Resolution
Scope of Dispute Resolution
Exclusions .
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Table of Contents
Procedures for Disputes Regarding Invoices . . 46
Other Disputes ........
GENERAL PROVISIONS
Supersedence .. , , .... •
Applicability To Others ........................
Future Wastewater Service Contracts or Agreements
Copies of New Agreements
Revenue Program .
Admissions by Parties ... .
Construction of Agreement .
Each Party Bears Own Costs .
Waiver of Breach ............
Awareness of Contents /Legal Effect
Agreement Binding on All . .
Counterparts
Severability ......
Captions ....
Choice of Law
Authority to Enter into This Agreement .
Amendments and /or Changes to Agreement . .
EFFECTIVE DATE .
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AGREEMENT
This AGREEMENT ( "Agreement ") is made and entered into this 3rod day of March, 1999, by
and between the CITY OF LOS ANGELES ( "Los Angeles ") and the CITY OF EL SEGUNDO ( "Contracting
Entity") (collectively referred to herein as the "Parties" or individually as "Party").
RECITALS
WHEREAS, Contracting Entity currently contracts with Los Angeles for the conveyance, treatment,
and disposal of wastewater; and
WHEREAS, disputes have arisen between Los Angeles and Contracting Entity in regard to a number
of matters pertaining to the conveyance, treatment, and disposal of wastewater as well as charges regarding
the same. Some of these disputes have resulted in a lawsuit, which has been consolidated with lawsuits
between Los Angeles and other entities receiving wastewater service into a single case, LASC Case No. BC
034185 ( "Consolidated Action "), and a related case, LASC Case No. BC 128412 (collectively "Pending
Actions "); and
WHEREAS, Los Angeles and Contracting Entity desire to resolve these issues and enter into a new
contract for conveyance, treatment, and disposal of wastewater; and
WHEREAS, under the existing contract, Contracting Entity is authorized to discharge wastewater up
to a specified flow. Under the existing contract, the charges imposed on Contracting Entity for operation and
maintenance are based on actual volume of discharge and for capital are based on allowable volume of
discharge; and
WHEREAS, Los Angeles acknowledges that the wastewater system currently has unused system
capacity; and
WHEREAS, Los Angeles and Contracting Entity desire to eliminate discharge entitlements and make
all unused capacity in the wastewater system available to either of the Parties as that Party's discharge
increases, subject to the requirements and limitations set forth in this Agreement; and
WHEREAS, Los Angeles and Contracting Entity desire to eliminate discharge entitlements in return
for proportionally sharing future Sewerage Facility Charges, as hereinafter defined below, and for
proportionally sharing in the capital costs for both the upgrade of existing facilities and the construction of new
facilities; and
WHEREAS, Los Angeles acknowledges that it is operating a regional wastewater system and is
obligated to assess charges on a fair and equitable basis because Los Angeles has received state and federal
grant funding; and
WHEREAS, Los Angeles and Contracting Entity desire to base all treatment and disposal charges on
actual discharge and to comply with federal and state requirements by measuring discharge in terms of flow
and strength; and
WHEREAS, Los Angeles and Contracting Entity desire to base all conveyance charges on actual flow
and distance; and
WHEREAS, Los Angeles and Contracting Entity desire to have all wastewater dischargers of the
Amalgamated System, as more fully described herein below, pay equivalent rates for all fees and charges
related to the Amalgamated System;
NOW, THEREFORE, in consideration of the mutual promises specified herein and for other good
and valuable consideration, Los Angeles and the Contracting Entity agree as follows:
I. DEFINITIONS
"Agency" or "Agencies" means any Entity(ies), other than Los Angeles, that is(are) signatory to an
agreement or contract for wastewater services that complies with the Universal Terms.
"Amalgamated System" (See "Los Angeles' Wastewater Treatment and Collection System ")
" Amalgamated System Expenses" means those expenses used to determine the Amalgamated System
Sewerage System Charge pursuant to Section II.B.2.
"Amalgamated System Revenues" means those revenues used to determine the Amalgamated System
Sewerage System Charge pursuant to Section II.B.3 of this Agreement.
"Amalgamated System Sewerage Facilities Charge" means the charge, as determined in
Section II.C.3, levied on new or expanding dischargers to recover the full cost of constructing
Amalgamated System capacity to accommodate the anticipated increase in wastewater discharge.
"Amalgamated System Sewerage System Charge" means the charge levied on an Entity to recover
that Entity's Proportionate Share of the Net Amalgamated System Expenses.
"Available Treatment Plant Effluent" means all treatment plant effluent that meets all applicable
discharge standards and is not committed for the maintenance or preservation of a biological habitat as
mandated by a county, state, or federal agency.
"Biochemical Oxygen Demand" or "BOD" means the measure of the biochemically decomposable
material in wastewater as represented by the oxygen uptake as determined by the procedures specified
in Standard Methods.
"Boundary Line Connection" means any wastewater discharge that is generated within the territorial
boundaries of one Entity but is directly discharged to the sewer system of another Entity, and ultimately
is treated by the Amalgamated System.
"By- product" means any product, excluding Reclaimed Water, produced incidental to the process of
treating wastewater. By- products may include, but are not limited to, electricity, digester gas, and
biosolids products.
"Capital Improvement Program" means Los Angeles' planned expenditures for capital projects in the
Los Angeles Wastewater Treatment and Collection System.
"Commercial Discharger" means any commercial user as defined in Appendix G, Revenue Program
Guidelines of the Policy for Implementing the State Revolving Fund for the Construction of Wastewater
Treatment Facilities published by the California State Water Resources Control Board, dated
February 21, 1996 or as it may be revised from time to time.
"Contracting Entity" means the City of El Segundo.
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"Date of Execution" or "Execution" means the date the last Original Contracting Entity executes an
agreement complying with the Universal Terms or the date Los Angeles executes an agreement
complying with the Universal Terms with the last of the Original Contracting Entities, whichever occurs
last.
"Default" means those actions as specified in Section VIII.A.
"Entity" or "Entities" means Los Angeles or any local governmental organization(s), whether a city
or a sanitation district, any state or federal jurisdiction, or any other jurisdiction or organization, public
or private, which is located outside Los Angeles' jurisdictional boundaries and receives wastewater
conveyance, treatment, and disposal services from the Los Angeles Wastewater Treatment and
Collection System pursuant to a contract with Los Angeles, except as provided in Section IX.B.1.b.
"Fiscal Year (FY)" means the 12 -month period beginning on July 1 of one calendar year and ending
on June 30 of the following calendar year or any other 12 month period mutually agreed to by the
Parties. The designation for the Fiscal Year shall be based on the two partial calendar years included
in the Fiscal Year (e.g. 1998 -99).
"Flow Year" means the fourth quarter of one Fiscal Year and the first three quarters of the next Fiscal
Year. The designation of the Flow Year (e.g. 1998 -99) shall be the same as that of the Fiscal Year from
which the three quarters are utilized.
"General Fund Reimbursement Charge" means the charge levied pursuant to Section II.D for
reimbursement of the costs of emergency response services that are provided to the Amalgamated
System but are paid for by Los Angeles' General Fund, separate and apart from costs that are
reimbursed pursuant to Section II.B.2.a.(3).
"Incremental Cost Approach" means the method of calculating the Amalgamated System Sewerage
Facilities Charge in which the rate is based on the sum of (a) the value of that capacity of the
Amalgamated System facilities that is unused and therefore available to provide service to new
customers and (b) the present value of projected future costs within any Los Angeles' Capital
Improvement Plan that are related to expanding the Amalgamated System capacity, all divided by the
sum of the unused capacity plus the future capacity of the projects identified in any Los Angeles' Capital
Improvement Plan.
"Industrial Discharger" means any industrial user as defined in Appendix G, Revenue Program
Guidelines of the Policy for Implementing the State Revolving Fund for the Construction of Wastewater
Treatment Facilities published by the California State Water Resources Control Board, dated
February 21, 1996 or as it may be revised from time to time.
"Local System" (See "Los Angeles' Wastewater Treatment and Collection System ").
"Los Angeles" means the City of Los Angeles, a municipal corporation and the individual organizational
components thereof.
"Los Angeles' Wastewater Treatment and Collection System" or "System" means all present and
future facilities, including but not limited to plants, pipelines, pump stations, structures, tanks, valves,
support facilities such as laboratories and maintenance yards, and other appurtenances owned by Los
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Angeles to manage, operate, maintain, collect, convey, treat, store, distribute, and dispose of
wastewater, treatment plant effluent, and By- products.
"Amalgamated System" means that portion of the Los Angeles' Wastewater Treatment and
Collection System exclusive of the Local System.
"Local System" means the following facilities:
a, One half of the Los Angeles - Glendale Water Reclamation Plant, the costs of which
are paid by the City of Glendale.
b. Pumping stations, pipelines, and other facilities needed to distribute Reclaimed Water
to the extent that the facilities are not also needed to discharge treatment plant
effluent to the ocean, Los Angeles River, or other receiving water in the event that
the treatment plant effluent is not reused.
c. Sewers less than 30 inches in diameter.
d. Pumping plants and associated force mains, siphon structures and piping, diversion
structures and junction structures with single influent sewers less than 30 inches in
diameter, or, in the case of multiple influent sewers, where the equivalent single
influent sewer is less than 30 inches in diameter as set forth in Section II.B.2.d.
e. The Los Angeles Zoo treatment plant.
f. The Japanese Garden at the Donald C. Tillman Water Reclamation Plant.
"MGD- miles" means the product of the quantity of flow of an area of Los Angeles as set forth in
Section BI.G.7, Contracting Entity, or other Entity discharging wastewater to the Amalgamated System
and the distance between the Point of Discharge, as hereinafter defined, of that area of Los Angeles,
Contracting Entity, or other Entity into the Amalgamated System and the point(s) of treatment as more
fully described in Section III.G.
"Net Amalgamated System Expenses" means the difference between the Amalgamated System
Expenses and the Amalgamated System Revenues.
"Nonpayment Charge" means the charge levied on an Agency to collect its share, as determined
pursuant to Section ILE, of any Unpaid Amounts.
"Original Contracting Entities" means collectively all of the following Entities which execute a
contract for wastewater service complying with the Universal Terms, as herein defined, with Los
Angeles by April 1, 1999: the City of Beverly Hills, the City of Culver City, County Sanitation
Districts Nos. 4, 5, 9, 16, and 27 of Los Angeles County, the City of El Segundo, the City of San
Fernando, and the City of Santa Monica.
"Party" or "Parties" means Contracting Entity and /or Los Angeles.
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"Pass Through Flow" means any wastewater discharge other than Boundary Line Connections, either
measured or estimated, that is generated within one Entity's jurisdiction and is subsequently included
in another Entity's measured discharge.
"Point of Discharge" means either (a) the closest point on the boundary of Contracting Entity where
flow is discharged by Contracting Entity into the Amalgamated System or (b) the population centroid
of a drainage area within Los Angeles, of an Agency other than Contracting Entity, or of an Entity not
signatory to an agreement complying with the Universal Terms.
"Prime Rate" means the base rate on corporate loans posted by at least 75 % of the nation's 30 largest
banks, as published in the Wall Street Journal or its successor publication.
"Proportionate Share" means (a) for treatment/disposal, the quantity of wastewater discharged directly
or indirectly by an Entity into the Amalgamated System measured in terms of flow and Strength, as
calculated pursuant to Section III.F, divided by the total quantity of wastewater discharged into the
Amalgamated System comprised of the same parameters, calculated pursuant to Section III.A.2, and
(b) for conveyance, the quantity of wastewater discharged directly or indirectly by an Entity into the
Amalgamated System measured in terms of MGD- miles, calculated pursuant to Section III.G, divided
by the total MGD -miles from all Entities discharging wastewater to the Amalgamated System.
Proportionate Share for the City of Glendale shall include the flow, Strength and MGD -miles for its
share of sludge from the Los Angeles /Glendale Water Reclamation Plant.
"Reclaimed Water" means Available Treatment Plant Effluent that is put to beneficial reuse in
accordance with applicable laws and regulations.
"Revenue Program" means the rate schedule and analysis that demonstrates that each class of
wastewater discharger is paying its fair and equitable share of the cost of operating and maintaining the
Amalgamated System, complying with the Revenue Program Guidelines of the Policy for Implementing
the State Revolving Fund for the Construction of Wastewater Treatment Facilities published by the
California State Water Resources Control Board, dated February 21, 1996 or as it may be revised from
time to time.
"Standard Methods" means the most recent edition of "Standard Methods for the Examination of
Water and Wastewater," published by the American Public Health Association, the American Water
Works Association, and the Water Environment Federation or their successors, or the successor
publication which establishes the standards in the wastewater disposal industry.
"Strength" means, upon Execution of this Agreement, the parameters of Biochemical Oxygen Demand
and Suspended Solids, and, subsequently, as these parameters are modified or augmented pursuant to
Section II.B.1.d.
"Surface Water Runoff" means water contained in publicly -owned streambeds, channels or other
catchments located on the ground surface or in publicly -owned storm sewers. Surface Water Runoff
does not include groundwater, except for groundwater that has seeped into publicly -owned streambeds,
channels or other catchments located on the ground surface or into publicly -owned storm sewers.
"Suspended Solids" or "SS" means the insoluble solid matter in wastewater that is separable by
laboratory filtration as determined by the procedures specified in Standard Methods.
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"System Buy -in Approach" means the method of calculating the Amalgamated System Sewerage
Facilities Charge in which the rates are based on the value of the Amalgamated System capital facilities,
whether in service or still to be placed into service, calculated pursuant to Section II.C.4.a, divided by
the total Amalgamated System flow and Strength capacity.
"System Buy -out Approach" means the method of calculating the payment to an Agency for
completely removing its wastewater from the Amalgamated System in which the rates are based on the
value of the Amalgamated System facilities constructed subsequent to June 30, 1984,whether in service
or still to be placed into service, calculated pursuant to Section II.C.4.a, divided by the total
Amalgamated System flow and Strength.
"Universal Terms" means those terms and conditions of this Agreement that were negotiated between
Los Angeles and the Original Contracting Entities or, in the case of federal entities, provides the same
cost recovery of Net Amalgamated System Expenses. These terms and conditions are set forth in detail
in the Sections I through IX of this Agreement and as those terms and conditions may be amended
pursuant to Sections VII and IX.P.
"Unpaid Amount" means the difference between what Los Angeles has billed an Entity for Net
Amalgamated System Expenses under its wastewater services contract or agreement, including any
month -to -month charges levied pursuant to Section VII.I, and what the Entity actually has paid.
"Value Engineering" means the process by which an independent engineer or group of engineers
reviews and evaluates plans, specifications, and supporting engineering documents for a capital project,
including the project's cost effectiveness.
II. CHARGE SYSTEM
A. General
Los Angeles agrees to implement and Contracting Entity agrees to abide by a new charge system.
The new charge system will:
1, allow Los Angeles to equitably recover, from each Agency, that Agency's Proportionate
Share of the Net Amalgamated System Expenses by implementation of an Amalgamated
System Sewerage System Charge,
2.. provide for the collection and crediting of Amalgamated System Sewerage Facilities
Charges,
3. provide for the collection of General Fund Reimbursement Charges, and
4. provide for the collection of Nonpayment Charges.
B. Amalgamated System Sewerage System Charge
The Amalgamated System Sewerage System Charge shall be based on the operation and
maintenance (O &M) costs and capital costs of the Amalgamated System for the Fiscal Year in
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which service is provided. The charge shall include credits for all Amalgamated System
Revenues as discussed in Section II.B.3.
1. Allocation of Expenses & Revenues
The Net Amalgamated System Expenses shall be allocated to either conveyance or
treatment /disposal as more fully defined in Section III.A.1. The allocated expenses shall
then be divided by the appropriate Amalgamated System loading(s) to determine unit rates.
a. The unit rate for conveyance shall be equal to the net conveyance expense divided
by the Amalgamated System MGD -miles as calculated pursuant to Section III.A.2.c.
b. The treatment /disposal expenses shall be further allocated among the parameters of
flow and Strength in accordance with the procedures set forth in Section III.A.1.
The unit rate for each parameter shall be equal to the portion of the Net
Amalgamated System Expenses allocated to that parameter divided by the total
Amalgamated System loading for that parameter.
c. The total Amalgamated System quantities and loadings for MGD - miles, flow and
Strength shall be determined in accordance with the procedures set forth in
Section III.A.2.
d. The Strength parameters shall be modified or augmented by Los Angeles as
necessary to conform with state and federal requirements or, upon mutual consent
of the Parties, to account for a constituent that causes the Amalgamated System to
incur a significant cost that would otherwise not be incurred.
2. Amalgamated System Expenses
a. The Amalgamated System Expenses, projected for the forthcoming Fiscal Year, used
to determine the Amalgamated System Sewerage System Charge shall include the
following:
(1) The direct O &M costs of the Amalgamated System, including direct salary
costs incurred by Los Angeles General Fund on behalf of the Amalgamated
System and later charged to the Amalgamated System.
(2) The direct capital costs of the Amalgamated System, whether for the purpose
of upgrading existing facilities or for providing new and expanded facilities,
including direct salary costs incurred by the General Fund on behalf of the
Amalgamated System and later charged to the Amalgamated System.
(3)
Costs of administrative, management and support activities at the program,
bureau, department and city -wide levels which are directly charged or
allocated as overhead to the Amalgamated System, including the costs of
administering any agreement for wastewater services that complies with the
Universal Terms.
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(4) The costs associated with support facilities such as laboratories and
maintenance yards to the extent that those facilities are used to support the
Amalgamated System.
(5) The costs of portable equipment, such as vehicles and computers, to the extent
that the equipment is used to support the Amalgamated System.
(6) Compensated time off, retirement and fringe benefits added to the labor
component of O &M and capital costs, to the extent that they are not already
included in either the direct O &M or capital costs or in the overhead allocated
to the Amalgamated System.
(7)
(8)
(9)
Costs associated with the operation, maintenance and construction of capital
facilities relating to the processing, distribution or sale of By- products, which
costs are incurred by Los Angeles and are related to the Amalgamated System,
including the associated administrative and overhead costs.
Principal and interest payments on and the costs of obtaining any loan that is
attributable to the Amalgamated System, the proceeds of which are
Amalgamated System Revenues pursuant to Section II.B.3.a.(4).
Costs resulting from compliance with any program mandated by another
governmental agency, or a court decree, settlement agreement or consent
decree with a regulatory agency that are related to the Amalgamated System
provided that Los Angeles shall make good faith efforts to make any such
program available to Contracting Entity. However, the costs shall not be
included if that program is mandated to be separately implemented and locally
funded by any of the Agencies.
(10) Liability as provided in Sections VLB and C.
(11) Costs of preparing Los Angeles' Wastewater Revenue Program, developing
charging and billing procedures and ordinances, calculating the charges and
preparing the invoices pursuant to the provisions of this Agreement, and
investigating adjustments and providing customer service related to service
charges. Those activities which are related to Los Angeles' internal customers
that were being performed by the Los Angeles Department of Water and
Power as of the Date of Execution of this Agreement shall not be included
regardless of who shall perform those activities in the future.
(12) The capital and O &M costs of the Moss Avenue Pumping Station and portions
of the Coastal Interceptor Sewer owned, managed, operated, maintained, and
controlled by the City of Santa Monica at its sole and exclusive discretion, as
set forth in Exhibit A.
(13) Any fee or charge that is legally levied by an Agency on Amalgamated System
sewers or pumping plants that are located within that Agency.
(14) The compensation paid to an Agency removing its wastewater discharge from
the Amalgamated System pursuant to Section VII.L, including any interest
paid by Los Angeles for late payment pursuant to Section VII.L.
b. The expenses used to determine the Amalgamated System Sewerage System Charge
shall not include the following:
(1)
Costs related to the Local System.
(2) Costs of issuance, interest and retirement of principal related to the Los
Angeles capital financing program, except as identified in Section II.B.2.a.(8).
(3)
Costs related to the inspection, monitoring and enforcement programs for the
Industrial Dischargers either located in Los Angeles or monitored by Los
Angeles on behalf of another Entity, including associated administrative and
laboratory services.
(4) Costs of billing, collection, and enforcement activities which are related to Los
Angeles' internal customers that were being performed by the Los Angeles
Department of Water and Power as of the Date of Execution of this Agreement
regardless of who shall perform those activities in the future.
c. The conveyance portion of the capital and O &M costs included as Amalgamated
System Expenses shall be equal to the sum of the total cost of all facilities 30 inches
in diameter and greater and the total cost of all facilities 36 inches in diameter and
greater, divided by two.
d. For purposes of determining the conveyance costs included in the Amalgamated
System Expenses pursuant to Section II.B.2. c and for inclusion as an Amalgamated
System facility, the diameter of a pump station and associated force main, siphon
structure and piping, diversion structure, junction structure, or sewage storage
facility shall be considered to be equal to the diameter of the influent sewer to the
pump station, siphon, diversion structure, junction structure, or sewage storage
facility. The diameter of a vent station, manhole, or other appurtenance to a sewer
shall be equal to the diameter of the sewer to which the appurtenance is connected.
A pump station and force main, diversion structure, junction structure, or siphon
structure and piping with multiple influent sewers shall be considered to have an
equivalent single influent sewer of 30 inches or greater if:
d.8 3 >_ 8,689
r =i
and shall be considered to have an equivalent single influent sewer of 36 inches or
greater if:
n
d.8 /3 > 14,130
!' q
Where d; is the diameter of the influent sewer, in inches, and i= 1,2,...,n influent
sewers.
e. The treatment portion of the capital and O &M costs included in the allowable
expenses set forth in Sections II.B.2.a shall include only one -half of the costs related
to the Los Angeles- Glendale Water Reclamation Plant.
3. Amalgamated System Revenues
a. The revenues to be credited against expenses in determining the Amalgamated
System Sewerage System Charge shall include the following:
(1) Amalgamated System Sewerage Facilities Charges - The Amalgamated System
Sewerage Facilities Charges received from all Agencies and determined for
Los Angeles pursuant to Section III.D.2 as new or anticipated burdens are
placed on the Amalgamated System.
(2) Any of the following penalties or interest:
(3)
(a) Reimbursement for any liability for non - compliance with state or federal
regulatory requirements included as an Amalgamated System Expense
for which a Party is solely responsible pursuant to Section VI.C.
(b) Penalties paid by an Agency for violating the conditions of the month -to-
month relationship pursuant to Section VII.K.
(c) Interest paid by an Agency for late payment of amounts owed to Los
Angeles in excess of compensation for the Agency's past capital
payments pursuant to Section VII.L.
(d) Proceeds of any penalty not otherwise allocated pursuant to this
Agreement.
Any grant receipts, FEMA funds, or other state or federal appropriations that
offset Amalgamated System Expenses.
(4) Any receipts of loans from the federal and /or state governments (e.g. from the
State Revolving Fund) that are used to offset Amalgamated System Expenses,
provided that Contracting Entity does not separately receive loans to offset its
share of Amalgamated System Expenses.
(5)
Revenue from the sale of By- products.
b. The revenues used to determine the Amalgamated System Sewerage System Charge
shall exclude the following:
(1)
Proceeds from the Los Angeles capital financing program, including any
bonds, certificates, commercial paper or other securities, except as included
pursuant to Section II.B.3.a.(4).
10
(2) Interest and penalties for late payments pursuant to Section III.E.
(3)
Interest from a joint account established because an Agency disputes a portion
of a bill pursuant to Section VIII.0 .3.
Amalgamated System Sewerage System Charges related to monitoring penalty
amounts, imposed pursuant to Sections IV.A.2, IV.F, and IV.G, shall not be
considered as Amalgamated System Revenues because the penalty amounts are used
to adjust the Proportionate Shares attributable to each Agency and Los Angeles.
4. Reclaimed Water
Los Angeles and Contracting Entity shall share in the Available Treatment Plant Effluent
produced by the Amalgamated System, as expressly set forth herein.
a. Los Angeles shall have a proportionate right to all Available Treatment Plant Effluent
produced by the Amalgamated System. The quantity of Available Treatment Plant
Effluent to which Los Angeles has a right shall be equal to the total Available
Treatment Plant Effluent produced by the Amalgamated System multiplied by the
proportion its quantity of flow discharged into the Amalgamated System for the latest
completed Flow Year, calculated pursuant to Section III.F.1.b, bears to the total
Amalgamated System flow for the latest completed Flow Year calculated pursuant
to Section IILA.2. For purposes of determining Los Angeles' proportionate right to
Available Treatment Plant Effluent produced by the Amalgamated System, the
quantity of flow discharged by Los Angeles shall include any flow discharged by an
organization not having an agreement or contract that complies with the Universal
Terms pursuant to Section IX.B.1.b.
b. Contracting Entity shall have a proportionate right to Available Treatment Plant
Effluent produced by the Amalgamated System. The quantity of Available Treatment
Plant Effluent to which Contracting Entity has a right shall be equal to the total
Available Treatment Plant Effluent produced by the Amalgamated System multiplied
by the proportion its quantity of flow discharged into the Amalgamated System for
the latest completed Flow Year, calculated pursuant to Section III.F.1.a, bears to the
total Amalgamated System Flow for the latest completed Flow Year, calculated
pursuant to Section III.A.2.
c. The maximum amount of Available Treatment Plant Effluent which a Party may
obtain from any individual Amalgamated System facility shall be limited to its
proportionate right to Available Treatment Plant Effluent produced by the entire
Amalgamated System, determined pursuant to Section II.B.4.a or b, multiplied by
the total Available Treatment Plant Effluent produced at that Amalgamated System
facility and divided by the total Available Treatment Plant Effluent produced by the
entire Amalgamated System, except as allowed by Section II.B.4.e.
d. In no event shall a Party have a right to more Available Treatment Plant Effluent
from a combination of all treatment facilities in the Amalgamated System than its
proportionate right to Available Treatment Plant Effluent produced by the entire
Amalgamated System, determined pursuant to Section II.B.4.a or b. This limitation
11
on a Party's right shall not restrict a Party's ability to acquire Available Treatment
Plant Effluent from any other Entity that has a right to Available Treatment Plant
Effluent.
e. Any Available Treatment Plant Effluent to which a Party has a right, but is not being
utilized by that Party, may be utilized by the other Party at no cost until such time
as the first Party utilizes the Available Treatment Plant Effluent or, if the first Party
sells its share, until such time as the buyer of the first Party's share utilizes the
Available Treatment Plant Effluent.
g.
Los Angeles shall provide Contracting Entity access to the Available Treatment Plant
Effluent supply, as set forth above, at no cost to Los Angeles. Contracting Entity
shall be responsible for acquiring any easements, rights -of -way, and permits as
necessary and for constructing any facilities necessary for the Contracting Entity to
receive Available Treatment Plant Effluent from any Amalgamated System facility.
Los Angeles shall not unreasonably withhold the approval of nor unreasonably charge
for any easements, rights -of -way, or permits requested by Contracting Entity.
Los Angeles may impose reasonable conditions on granting access to the Available
Treatment Plant Effluent supply as are necessary to ensure that such access does not
interfere with its treatment operations.
C. Amalgamated System Sewerage Facilities Charges
1. Requirements for Amalgamated System Sewerage Facilities Charges
a. Each Party shall be responsible, pursuant to Section III.D, for Amalgamated System
Sewerage Facilities Charges for any net increase in anticipated wastewater discharge,
as determined pursuant to Section II.C.2, arising from new development, changes
in land use, or increases in discharges from Industrial Dischargers within its
jurisdiction or within jurisdictions for which it has assumed full responsibility.
Although a Party is responsible for Amalgamated System Sewerage Facilities
Charges, it is not obligated to levy the same or any charge upon individual
dischargers within its jurisdiction.
c. Surface Water Runoff discharged directly or indirectly to the Amalgamated System
may be exempted from the Amalgamated System Sewerage Facilities Charge
requirement pursuant to Section II.F.4.
2. Net Increase in Anticipated Discharge
For purposes of determining whether an Amalgamated System Sewerage Facilities Charge
will be required of a Party, the net increase in anticipated wastewater discharge shall be
determined on a parcel by parcel basis, except where more than one parcel has been
consolidated into a single development. In this case, the net increase will be based on the
entire development. The net increase in anticipated wastewater discharge for any parcel
or development shall be equal to the difference between the anticipated discharge and the
baseline discharge for the parcel or development.
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a. Anticipated Discharge
For Industrial Dischargers, the anticipated discharge shall be based on the new
permitted flow and the anticipated discharges of Strength. If the Industrial
Discharger's discharge permit does not contain more accurate information, the
anticipated discharges of Strength shall be equal to the discharges contained in the
Los Angeles Sewage Generation Factor Table, established in accordance with Section
III.F.4.a, proportioned by the amount of flow.
For residential parcels and for Commercial Dischargers, the anticipated discharge
shall be equal to the theoretical quantities of discharge for each of the parameters of
flow and Strength based on the total square footage or other unit of measure, as
adopted pursuant to Section III.F.4.a, and the intended use of the proposed project.
b. Baseline Discharge
The baseline discharge shall be the greater of:
(1) For an Industrial Discharger, the highest annual flow, BOD, and SS measured
during the five Flow Years preceding the Date of Execution of this
Agreement.
For residential parcels and for Commercial Dischargers, the theoretical
quantity of discharge, established in accordance with Section III.F.4.a, for
each of the parameters of flow, BOD, and SS at the time this Agreement is
executed, or
(2) the theoretical or permitted discharge that has been acquired through the
payment of Amalgamated System Sewerage Facilities Charges pursuant to this
Agreement.
c. Future Strength Parameters
Any future Strength parameter will be established for baseline discharge at the time
the parameter is adopted pursuant to Section II.B.1.d.
3. Amalgamated System Sewerage Facilities Charge
The Amalgamated System Sewerage Facilities Charges shall be calculated as follows:
ASFC = [TSFCRQ + (CSFCRQ)(D,,,,11e8)](IDQ) + E(TSFCR e )(ID e
Where:
ASFC
TSFCRQ,
= The Amalgamated System Sewerage Facilities Charge;
= The Amalgamated System Sewerage Facilities
13 pu:
TSFCR &ems,,,
Charge rates for flow related to treatment, calculated in terms of
dollars per million gallons per day pursuant to Section II.C.4;
The Amalgamated System Sewerage Facilities
Charge rates for each Strength parameter related to treatment,
calculated in terms of dollars per 1000 pounds per day pursuant to
Section II.C.4;
CSFCRQ. = The Amalgamated System Sewerage Facilities Charge rate related
to conveyance, calculated in terms of dollars per MGD -mile
pursuant to Section II.C.4;
IDQ and IDength Party's net increase in anticipated annual average flow, and annual
average Strength loading for each parameter, in terms of million
gallons per day and 1000 pounds per day, respectively; and
DMilee = Party's total MGD -miles for the latest completed Flow Year,
calculated pursuant to Section III.G, divided by the Party's flow for
the latest completed Flow Year, calculated pursuant to
Section III.F.1.
4. Rate Calculation
The Amalgamated System Sewerage Facilities Charge rates levied upon a Party shall be
based on the System Buy -in Approach as described below. Pursuant to the provisions of
Section VILA, following the initial ten year non - renegotiation period, either Party may
initiate renegotiations to change the basis of the Amalgamated System Sewerage Facilities
Charge to the Incremental Cost Approach provided that the conditions of Section VILE are
met.
a. Value of Facilities
(1)
The value of any Amalgamated System facility in service shall be equal to the
full cost of that facility inflated to reflect present costs and then depreciated.
(2) The value of any Amalgamated System facility under construction or not yet
in service, also known as "Construction Work In Progress" shall be equal to
the full cost of that facility inflated to reflect present costs but not depreciated.
(3)
The remaining principal on any loan from the federal and /or state governments
that was used to offset the cost of an Amalgamated System facility, pursuant
to Section II.B.3.a.(4) shall be subtracted from the value of that facility.
(4) The full cost shall be equal to the original acquisition cost, including all direct
and indirect costs and all design and construction management costs, of those
Amalgamated System facilities contained in Los Angeles' wastewater fixed
asset register and Los Angeles' wastewater Construction Work in Progress.
14
(5)
Inflation to present worth shall be calculated using the Engineering News
Record Construction Cost Index or its equivalent.
(6) Depreciation shall be calculated using the straight -line depreciation method
with the same asset lives used by Los Angeles in its accounting reports.
Design Capacity of Amalgamated System Facilities
(1) Treatment - related Facilities
The design capacities for flow and Strength used to calculate the Amalgamated
System Sewerage Facilities Charge rate shall be equal to:
(a) the sum of the average influent flow and Strength capacities,
respectively, of the Donald C. Tillman Water Reclamation Plant, the
Terminal Island Treatment Plant, the Hyperion Treatment Plant, and
any other reclamation or treatment plant that is incorporated into the
Amalgamated System, plus
(b)
one -half of the average influent flow and Strength capacities,
respectively of the entire Los Angeles- Glendale Water Reclamation
Plant, less
(c) the sum of the design flow and Strength, respectively, of the sludge
returned to the Amalgamated System conveyance system from the
Donald C. Tillman Water Reclamation Plant and any other reclamation
plant that is incorporated into the Amalgamated System, less
(d) one -half of the design flow and Strength, respectively, of the sludge
returned to the Amalgamated System conveyance system from the entire
Los Angeles- Glendale Water Reclamation Plant.
The average influent flow and Strength capacities for the treatment and
reclamation plants shall be the design values as adopted by Los Angeles' Board
of Public Works or any revised values adopted by Los Angeles' Board of
Public Works where the revised values reflect changes in regulation by a
county, state, or federal agency or where the revised values more accurately
reflect the true capacities of the plants as demonstrated by Los Angeles. The
standard flow and Strength loadings in the sludge returned to the Amalgamated
System conveyance facilities from the reclamation plants shall be the values
used in the planning and /or design of the Amalgamated System facilities as
adopted by Los Angeles' Board of Public Works or any revised values adopted
by Los Angeles' Board of Public Works where the revised values more
accurately reflect the average flow and Strength loadings of the sludge
produced by the reclamation plants when they are operated at their influent
capacities, as demonstrated by Los Angeles.
15
(2) Conveyance - related Facilities
The capacity of conveyance - related facilities, measured in terms of MGD-
miles, shall be equal to the Amalgamated System flow capacity, calculated
pursuant to Section II.C.4.b.(1), multiplied by the average distance of the
Amalgamated System. The average distance of the Amalgamated System shall
be equal to the sum of the MGD -miles of Los Angeles, Contracting Entity, and
all other Entities discharging wastewater to the Amalgamated System,
calculated pursuant to Section III.G, divided by the total flow in the
Amalgamated System, calculated pursuant to Section III.A.2. The MGD-
miles and total flow in the Amalgamated System shall be determined using data
for the latest Flow Year completed prior to the adoption of the Amalgamated
System Sewerage Facilities Charge rates pursuant to Section III.A.3.
c. Rates
(1) The value of each facility that is part of the Amalgamated System, either by
its inclusion in the fixed asset register or the Construction Work In Progress,
shall be allocated to conveyance and to treatment flow and Strength by cost
centers and using the same allocation factors adopted by Los Angeles pursuant
to Section III.A.1.b.
(2) The Amalgamated System Sewerage Facilities Charge rates shall be calculated
by dividing the allocated costs of all capital facilities that are part of the
Amalgamated System by the Amalgamated System design conveyance and
treatment flow and Strength capacities as determined pursuant to
Section II.C.4.b.
D. General Fund Reimbursement Charge
1, Contracting Entity shall pay a General Fund Reimbursement Charge to compensate the Los
Angeles general fund for the Contracting Entity's share of providing emergency response
services to the Amalgamated System. The General Fund Reimbursement Charge shall be
calculated based on the formula ( "Formula ") set forth in Exhibit B, which is attached
hereto and is incorporated herein by this reference as if it were set forth fully herein.
In no case shall the General Fund Reimbursement Charge exceed an amount equal to the
O &M portion of the Amalgamated System Sewerage System Charge levied upon
Contracting Entity times the lesser of: (1) 5 %, or (2) the percentage of operating revenues
levied upon the Los Angeles' wastewater enterprise fund as general fund reimbursement,
pursuant to Los Angeles Municipal Code Section 64.60 and as that Section may be amended
from time to time.
Los Angeles shall not initiate any action to revise or invalidate the Formula. The Formula
may only be amended or revised under the following circumstances: (a) the State Water
Resources Control Board or the Environmental Protection Agency, on its own initiative,
requires or mandates the change; or (b) a court of competent jurisdiction rules in final,
binding judgment that the Formula is invalid or illegal. Prior to any change in the Formula,
and before implementation of any revised Formula, Los Angeles must obtain the written
16
approval of the State Water Resources Control Board or the Environmental Protection
Agency, or their successor agencies, stating that the proposed change and the revised
Formula comply with the Revenue Program Guideline requirements.
2. Provided that Contracting Entity interpleads or otherwise names Los Angeles in any court
challenge, Contracting Entity shall not be responsible for any General Fund Reimbursement
Charge that is held to be invalid or illegal, or any amount that is held to be excessive for
Los Angeles or any Agency by a court of competent jurisdiction.
3. If, in finding that the General Fund Reimbursement Charge is invalid, illegal, or excessive,
a court of competent jurisdiction rules that monies collected for this purpose must be
returned, Los Angeles shall within 90 days return or credit all General Fund
Reimbursement Charges paid by Contracting Entity that are ordered to be returned by the
court.
E. Nonpayment Charges
As of October 1 following the end of each Fiscal Year, Los Angeles shall determine all of the
Unpaid Amounts which have became more than 120 days delinquent since the previous October
1. Contracting Entity shall pay a Nonpayment Charge equal to the Unpaid Amounts multiplied
by Contracting Entity's Proportionate Share of the Net Amalgamated System Expenses for the
Fiscal Year and divided by the total Proportionate Shares of the Net Amalgamated System
Expenses for the Fiscal Year for Los Angeles and all Agencies without any Unpaid Amounts.
F. Surface Water Runoff
1. Privilege to Discharge
a. Either Party may discharge Surface Water Runoff, directly or indirectly, to the
Amalgamated System, subject to the conditions set forth in Section II.F.
b. Discharge of Surface Water Runoff during the period of November 1 through March
31 shall be prohibited.
c. Discharge of Surface Water Runoff shall be prohibited unless Los Angeles has
obtained a waiver from the U.S. Environmental Protection Agency or has otherwise
demonstrated that the discharge of Surface Water Runoff complies with the state and
federal revenue program guidelines.
2. Limitation of Discharge
a. The total Surface Water Runoff discharge to all treatment and reclamation plants in
the Amalgamated System from all dischargers shall not exceed 5% of the
Amalgamated System flow capacity, as defined in Section II.C.4.b.
b. The Surface Water Runoff discharge to any treatment or reclamation plant other than
the Hyperion Treatment Plant shall be limited to an aggregate amount from all
dischargers that does not exceed 5% of the flow capacity of that treatment or
reclamation plant, as defined in Section II.C.4.b.
17
c. The Surface Water Runoff discharge to any treatment or reclamation plant shall not
exceed the difference between the flow capacity at that treatment or reclamation
plant, as defined in Section II.C.4.b, and the influent flow, exclusive of Surface
Water Runoff, at that treatment or reclamation plant.
3. Amalgamated System Sewerage System Charges
Any Party who discharges Surface Water Runoff to the Amalgamated System shall be
responsible for the full Amalgamated System Sewerage System Charge for the total amount
of Surface Water Runoff discharged by the Party to the Amalgamated System.
4. Amalgamated System Sewerage Facilities Charge
a. Treatment Facilities
(1)
If the aggregate amount of Surface Water Runoff discharged by all Agencies
and Los Angeles does not cause any of the limitations as set forth in
Section II.F.2 to be violated, no payment of Amalgamated flow System
Sewerage Facilities Charges shall be required.
(2) If the aggregate amount of Surface Water Runoff discharged by all Agencies
and Los Angeles causes any of the limitations as set forth in Section II.F.2 to
be violated, the discharges shall be divided into categories and prioritized as
follows:
(3)
Category 1 Mandated by a responsible agency of the County of Los
Angeles, the State of California, or the United States
Category 2 - Voluntary discharge
Beginning with all of the dischargers in Category 2 and then moving to
Category 1, the full Amalgamated System Sewerage Facilities Charge must be
paid or the flow removed from the Amalgamated System until the remaining
Surface Water Runoff no longer causes the limitations as set forth in Section
II.F.2 to be violated. The portions of their discharges for which the
dischargers shall be required to pay the Amalgamated System Sewerage
Facility Charge or remove flow from the Amalgamated System shall
correspond to the proportions of the total Surface Water Runoff in their
respective categories that they discharge. For purposes of this calculation, any
Surface Water Runoff for which an Amalgamated System Sewerage Facilities
Charge has been paid shall not be included. Once any discharger within a
given category has been required to pay the Amalgamated System Sewerage
Facilities Charge, all subsequent dischargers in that category shall also be
required to pay the Amalgamated System Sewerage Facilities Charge.
For purposes of this Section, the flow capacities of the treatment or
reclamation plants and of the Amalgamated System shall be as determined
pursuant to Section II.C.4.b, the plant influent flow shall be the average plant
influent flow for the most recently completed Flow Year, and the amount of
18
Surface Water Runoff shall be the average discharge. The average discharge
shall be defined as the total discharge during a Flow Year divided by the
number of days of actual discharge during that same Flow Year.
b. Conveyance Facilities
(1) Each Fiscal Year before discharging Surface Water Runoff into a conveyance
system owned by the other Party, a Party wishing to discharge Surface Water
Runoff shall first obtain permission from the other Party.
(2) If the individual Surface Water Runoff discharge from any given point of
diversion of a Party causes the total peak dry weather flow in the receiving
conveyance system to exceed the capacity of any part of the system, the Party
owning the receiving conveyance system with insufficient capacity may deny
the other Party the right to discharge that portion of the Surface Water Runoff
which causes the exceedence. For purposes of this paragraph, the capacity of
any sewer within the receiving conveyance system shall be that peak dry
weather flow which causes the sewer to flow at three- quarters (3/4) of its full
depth. The capacity of any pumping station within the receiving conveyance
system shall be ninety (90) percent of the rated capacity of the plant.
III. ADMINISTRATION
A. Amalgamated System Sewerage System Charge Rate Development
1. Expense and Revenue Allocation
a. The allocation of O &M costs to flow and Strength shall be determined by using
updated cost accounting information for individual cost centers, typically unit
processes, and distribution of the O &M expenditures utilizing process- specific O &M
distribution factors adopted by the Los Angeles Board of Public Works for each cost
center. The cost accounting information shall be updated for the first full Fiscal Year
following completion of secondary treatment facilities under construction at the
Hyperion Treatment Plant as of the Date of Execution of this Agreement. Thereafter,
this information shall be updated not less than once every two years using the average
O &M expenditures from the two most recently completed Fiscal Years. Plant -wide
allocation percentages shall be calculated by dividing the distributed O &M costs by
the total costs and shall be used to allocate anticipated O &M costs in Los Angeles'
Revenue Program.
b. The allocation of capital costs to flow and Strength shall be determined by assigning
anticipated capital expenditures for the forthcoming Fiscal Year to individual cost
centers, typically unit processes, and distribution of these anticipated expenditures
utilizing process- specific distribution factors adopted by the Los Angeles Board of
Public Works for each cost center and shall be incorporated into Los Angeles'
Revenue Program.
19
2. Amalgamated System Loadings
a. The Amalgamated System flow and Strength loadings, respectively, shall be equal
to:
(1) the sum of the influent flow and Strength loadings, respectively, at the Donald
C. Tillman Water Reclamation Plant, the Terminal Island Treatment Plant, the
Hyperion Treatment Plant, the entire Los Angeles- Glendale Water
Reclamation Plant and any other reclamation or treatment plant that is
incorporated into the Amalgamated System, less
(2) the sum of the flow and Strength loadings, respectively, in the sludge returned
to the Amalgamated System conveyance system from the Donald C. Tillman
Water Reclamation Plant, the entire Los Angeles- Glendale Water Reclamation
Plant and any other reclamation plant that is incorporated into the
Amalgamated System, less
(3) the City of Glendale's share of the influent flow and Strength loadings,
respectively, at the Los Angeles- Glendale Water Reclamation Plant, plus
(4) the flow and Strength loadings, respectively, in Glendale's share of the sludge
that is returned to the Amalgamated System conveyance system from the Los
Angeles- Glendale Water Reclamation Plant.
Glendale's share of the influent flow at the Los Angeles- Glendale Water Reclamation
Plant shall be equal to one -half (l) of the total influent flow at the plant. Glendale's
share of the influent Strength loadings, measured in pounds per day, shall be equal
to Glendale's share of the influent flow, measured in million gallons per day,
multiplied by the average concentrations of Strength discharged from Glendale,
measured in milligrams per liter, and multiplied by 8.34, a conversion factor.
Glendale's share of the sludge flow from the Los Angeles- Glendale Water
Reclamation Plant shall be equal to one -half (l) of the total sludge flow from the
Los Angeles -Glendale Water Reclamation Plant for the latest completed Flow Year.
Glendale's share of the Strength loadings in the sludge from the Los Angeles -
Glendale Water Reclamation Plant shall be equal to the Strength loadings in
Glendale's share of the influent to the plant multiplied by the Strength loadings in the
sludge of the plant, and divided by the total Strength loadings in the plant influent.
b. For purposes of calculating the Amalgamated System Sewerage System Charge rates
and for determining the flow and Strength loadings from Los Angeles pursuant to
Section III.F.1.b, the Amalgamated System flow and Strength loadings shall be equal
to the quantities determined in Section III.A.2.a plus the sums of any penalty
amounts determined pursuant to Sections IV.A.2, IV.F.2.a, IV.F.3.b, IV.G.2.a, and
IV.G.3.b.
c. The Amalgamated System MGD -miles shall be equal to the sum of the MGD -miles
for all areas as set forth in Section III.G.
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3. Rate Adoption Ordinance
Los Angeles shall annually adopt, by ordinance, in conformance with the requirements and
provisions of this Agreement, the rates to determine the Amalgamated System Sewerage
System Charges and Amalgamated System Sewerage Facilities Charges for the use of the
Amalgamated System. This rate setting process will begin with the first full Fiscal Year
following Execution of the Agreement and continue every Fiscal Year thereafter. The rates
for the first partial year, if any, after Execution of the Agreement shall be those that were
mutually agreed to by the Parties prior to Execution of this Agreement.
a. Rate Adoption Time Frame - Los Angeles shall adopt rates for service to be provided
in the next Fiscal Year prior to the start of that Fiscal Year. To allow sufficient time
for the Contracting Entity to adopt corresponding rates for its own jurisdiction, Los
Angeles shall provide the adopted rates no later than four (4) months prior to the start
of the Fiscal Year for which they are to become effective. If there are less than four
(4) months between the Execution of this Agreement and the start of the next Fiscal
Year, Los Angeles shall provide preliminary rates within one (1) month of Execution
of this Agreement and shall adopt rates within four (4) months of the Execution of
this Agreement.
b, Breakdown of Charges to O &M and Capital - The rate adoption ordinance shall
provide a breakdown of the Amalgamated System Sewerage System Charge rates
into the categories of O &M and capital.
c. At the same time that Los Angeles submits information on the forthcoming annual
rates, Los Angeles shall provide an estimate of Amalgamated System Sewerage
Service Charges for the following five year period. This estimate shall not be
binding and shall only be used by the Agencies for planning purposes.
4. Modification of Adopted Rates
If during a given Fiscal Year it becomes apparent that the actual expenditures in that Fiscal
Year will exceed the anticipated expenditures used to establish the rates for the
Amalgamated System Sewerage Service Charge in that Fiscal Year, Los Angeles may
adopt a new rate ordinance to reflect the increased costs and subsequent payments will be
based on the newly adopted rates. If Los Angeles adopts new rates pursuant to this Section,
Los Angeles shall also prepare new invoices pursuant to Sections III.B.1, 2 and 3 for any
remaining periods within the Fiscal Year for which the new rates will apply.
B. Billing
1. Los Angeles shall prepare an annual estimated bill containing bimonthly installments for the
Amalgamated System Sewerage System Charge and the General Fund Reimbursement
Charge to the Contracting Entity. The bill shall be postmarked to Contracting Entity no
later than 30 days prior to the start of the Fiscal Year for which the bill applies.
2. The Amalgamated System Sewerage System Charge portion of the bimonthly installments
shall be calculated as follows:
21
Bimonthly Amount = [(RQ x DQ) + E(Rsrength x D &rength) + (Rc X Dc)] x F / 6
where:
RQ -- The Amalgamated System Sewerage System Charge rate for the Fiscal
Rstrengw
Year which is attributable to flow in terms of dollars per million gallons;
The Amalgamated System Sewerage System Charge rate for the Fiscal
Year which is attributable to each Strength parameter in terms of dollars
per 1000 pounds;
Rc - The Amalgamated System Sewerage System Charge rate for the Fiscal
Year which is attributable to MGD -miles in terms of dollars per MGD -
mile;
DQ
D e
- The wastewater flow, including any treatment sludge, discharged by
Contracting Entity during the latest completed Flow Year;
The quantity of each Strength parameter, including any treatment
sludge, discharged by Contracting Entity during the latest completed
Flow Year;
Dc = The MGD -miles attributable to Contracting Entity for the latest
completed Flow Year, calculated pursuant to Section III.G;
F
Payment factor equal to the ratio of actual expenditures to budgeted
expenditures, averaged over the three most recently completed Fiscal
Years, multiplied by 0.9.
3, The General Fund Reimbursement Charge portion of the bimonthly installments shall be
calculated pursuant to Section II.D.
4, Within six months following the conclusion of a Fiscal Year, Los Angeles shall submit to
Contracting Entity a reconciliation invoice for the Amalgamated System Sewerage System
Charge and the General Fund Reimbursement Charge for services provided during that
Fiscal Year. For purposes of calculating the reconciliation invoice, the Proportionate Share
shall be determined using quantities for the Flow Year with the designation corresponding
to the same Fiscal Year for which service is provided and for which the reconciliation
invoice applies. The reconciliation invoice shall include the following :
a. the Contracting Entity's reconciled Amalgamated System Sewerage System Charge
which shall be calculated as its Proportionate Share of the actual Net Amalgamated
System Expenses for that Fiscal Year, including credit for all Amalgamated System
Sewerage Facilities Charges paid by the Agencies and determined for Los Angeles,
although not paid by Los Angeles, pursuant to Section III.D.2, less any payments
already made pursuant to Section III.C.1. This part of the bill will also break the
total actual Net Amalgamated Expenses for the Fiscal Year into expenses attributable
22
to O &M and expenses attributable to capital in accordance with Los Angeles' adopted
policy on capitalization.
b, the Contracting Entity's reconciled General Fund Reimbursement Charge for that
Fiscal Year which shall be calculated pursuant to Section II.D.1, less any General
Fund Reimbursement Charge payments already made by Contracting Entity during
the Fiscal Year pursuant to Section III.C.
c. any Nonpayment Charge for the past Fiscal Year pursuant to Section II.E.
d. a statement of the flow and Strength, including any penalty amounts, of each Entity
discharging into the Amalgamated System.
e. a statement of the final Amalgamated System rates.
C. Payment
1. Contracting Entity shall make the payments for the bimonthly installments of the
Amalgamated System Sewerage System Charge and the General Fund Reimbursement
Charge, prepared pursuant to Section III.B.1, for each Fiscal Year in a timely manner so
that they are postmarked by the last business day of July, September, November, January,
March, and May, respectively, or within 30 days of receipt of the annual bill by
Contracting Entity, which ever comes later.
2. Contracting Entity shall pay the reconciliation invoice within 30 days of its receipt.
D. Amalgamated System Sewerage Facilities Charge Payment
1. Beginning on the Date of Execution of this Agreement, Contracting Entity and Los Angeles
shall be responsible for Amalgamated System Sewerage Facilities Charges in accordance
with Section II.C.1.
2. All of Contracting Entity's Amalgamated System Sewerage Facilities Charges for its
increased flow and strength during each bimonthly billing period shall be calculated by
Contracting Entity and submitted along with the next bimonthly payment made pursuant to
Section III.C.1. The Amalgamated System Sewerage Facilities Charges for which Los
Angeles is responsible shall be calculated by Los Angeles after the end of each Fiscal Year.
Los Angeles' and Contracting Entity's Amalgamated System Sewerage Facilities Charge
shall be calculated pursuant to Section II.0 using rates adopted pursuant to Section III.A.3.
These amounts are Amalgamated System Revenues and shall be subtracted from the Net
Amalgamated System Expenses when determining the reconciliation invoices pursuant to
Section III .B.4.a.
3, Within 60 days following the end of each Fiscal Year, Contracting Entity shall submit a
report to Los Angeles listing all new development, changes in land use, or increases in
discharges from Industrial Dischargers which could result in a net increase in wastewater
discharge during the Fiscal Year or partial Fiscal Year following the Date of Execution.
The report shall total the increased flow, Strength loadings and MGD -miles resulting from
the development, changes in land use and increases in discharges from Industrial
23
Dischargers listed in the report. Within 60 days following the end of each Fiscal Year, Los
Angeles shall submit to Contracting Entity a report listing all of the new development,
changes in land use and increases in discharges from Industrial Dischargers in the areas for
which Los Angeles has responsibility and which could result in a net increase in wastewater
discharge during the Fiscal Year or partial Fiscal Year following the Date of Execution.
The report shall total the increased flow, Strength loadings and MGD -miles resulting from
the development, changes in land use and increases in Industrial discharges listed in the
report for Los Angeles. Either Party may, at its own cost, audit the other Party's records
to assess compliance with the foregoing requirement.
4. Los Angeles shall notify Contracting Entity in writing if Contracting Entity's wastewater
discharges are increasing at a rate that exceeds the growth rate upon which Los Angeles'
long -range capacity plans for the System are based. If Los Angeles' wastewater discharges
are increasing at a rate greater than the growth rate upon which the long -range capacity
plans are based, Los Angeles shall notify Contracting Entity in writing.
5, By February 1 of each year, Contracting Entity shall provide Los Angeles with an estimate
of the long -term increased flow and Strength loadings arising from new development,
changes in land use and increases in discharges from Industrial Dischargers within its
jurisdiction during the forthcoming Fiscal Year. This information shall be used for
planning purposes only; there is no implied warranty as to its accuracy.
E. Late Payment
1. Any payments of Amalgamated System Sewerage System Charges, General Fund
Reimbursement Charges, Nonpayment Charges or Amalgamated System Sewerage
Facilities Charges that are late shall be subject to interest on the original amounts due at the
Prime Rate in effect when the payment first became due plus one (1) percent for payments
that are 1 to 30 days late, the Prime Rate in effect when the payment first became due plus
five (5) percent for payments 31 to 60 days late, and the Prime Rate in effect when the
payment first became due plus ten (10) percent for payments more than 60 days late, not
to exceed the maximum rate allowed by law. As long as payment, including applicable
interest and penalties, is made within 120 days, Contracting Entity shall not be deemed to
be in Default.
2, Los Angeles shall credit Contracting Entity for any Unpaid Amount that is subsequently
paid by an Agency other than Contracting Entity, provided that Contracting Entity has paid
a Nonpayment Charge corresponding to its share of the original Unpaid Amount. Los
Angeles shall notify Contracting Entity of the credit within ten (10) business days of
receiving the payment of the Unpaid Amount. Contracting Entity shall deduct the amount
of the credit from its next bimonthly payment of Amalgamated System Sewerage System
Charges, provided the payment of the Unpaid Amount was received no less than ten (10)
days before the due date of the next bimonthly payment. If the payment of the Unpaid
Amount is received less than ten (10) days before the due date of the next bimonthly
payment, Contracting Entity shall deduct the credit from its second bimonthly payment of
the Amalgamated System Sewerage System Charges following the payment of the Unpaid
Amount. Noticing shall be pursuant to the requirements of Section IX.O. The credit shall
be equal to:
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a. The amount of the previous Nonpayment Charge, plus
b. Any related interest and penalties paid by the delinquent Agency over the period of
time from when Contracting Entity is billed the Nonpayment Charge to when the
Unpaid Amount is recovered, multiplied by Contracting Entity's Proportionate Share
of the Net Amalgamated System Expenses for the Fiscal Year divided by the total
Proportionate Shares of the Net Amalgamated System Expenses for the Fiscal Year
for Los Angeles and all Agencies without any late or delinquent payments.
3. If Los Angeles does not notify Contracting Entity within ten (10) days of receipt of the
payment of an Unpaid Amount by an Agency, Los Angeles shall credit Contracting Entity
with interest at a rate equal to the Prime Rate in effect when the credit first became due
plus ten (10) percent over the period of time from when the Unpaid Amount was paid to
the date that Los Angeles notifies Contracting Entity of the credit.
F. Discharge Flow and Strength
1. Discharge Quantities
The quantity of wastewater flow and Strength discharged by each Party, including any
wastewater treatment sludge and Surface Water Runoff, shall be calculated at the end of
each Flow Year as follows:
a. The total quantity of flow and Strength discharged from Contracting Entity shall be
equal to:
(1) the sum of all quantities measured, pursuant to Sections III.F.2 and IV.B, at
gauging stations located on sewers discharging from Contracting Entity either
directly or indirectly to the Amalgamated System, less
(2) any quantities from Surface Water Runoff, Pass Through Flows, and
Boundary Line Connections which originate from any Entity besides
Contracting Entity that pass through a gauging station located on sewers
discharging from Contracting Entity, less
(3)
any wastewater or Surface Water Runoff that is generated within the territorial
boundaries of jurisdictions or organizations for which Los Angeles has
assumed responsibility pursuant to Section IX.B.1.b that passes through a
gauging station located on sewers discharging from Contracting Entity, plus
(4) the quantities, pursuant to Section III.F.3, that are generated in Contracting
Entity's ungauged areas and discharged either directly or indirectly to the
Amalgamated System, including Boundary Line Connections.
b. The total quantity of flow and Strength discharged by Los Angeles shall be equal to:
(1) the total Amalgamated System flow and Strength loadings, calculated as set
forth in Section III.A.2, less
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(2) the sum of all quantities discharged by the Agencies and other Entities to the
Amalgamated System.
2. Measurement Methodology
a. The measurement of the quantity of flow or Strength of any discharge pursuant to
Section IV.B shall be performed in accordance with the requirements of
Section IV.D. Strength shall be measured following the sampling and analysis
protocols recommended in Standard Methods. All analyses of Strength samples shall
be performed by a laboratory certified to conduct such analyses by the California
State Department of Health Services pursuant to the Environmental Laboratory Act
of 1988, and as that Act may be amended from time to time.
b. The total mass emission of Strength at any given monitoring station shall be equal to
the daily average pounds per day of Strength measured at the monitoring station
multiplied by the number of days in the Flow Year. The daily average pounds per
day shall be equal to the straight average of the samples taken, as follows:
(1) For the first three years following Execution of this Agreement, it shall be
based on all samples taken from the Date of Execution through the end of the
Flow Year.
(2) After the first three years following Execution of this Agreement, it shall be
based on samples taken only during the three most recently completed Flow
Years.
3. Estimation Methodology
The quantity of flow or Strength of any discharge that is not measured pursuant to Section
IV.B, including the discharge from Boundary Line Connections and Pass Through Flows,
shall be equal to the sum of the estimated discharges from each of the individual dischargers
within the ungauged area, except that Los Angeles need not estimate the quantities of Pass
Through Flows or Boundary Line Connections if they are tributary to unmeasured areas for
which the discharges are estimated. However, if requested by Contracting Entity for
purposes of its facilities planning, Los Angeles shall make this information available to
Contracting Entity.
a. The flow and Strength discharges for residential customers shall be estimated using
the theoretical factors adopted pursuant to Section III.F.4.b.
b. Where a Party bases its service charges to Commercial /Industrial Dischargers on
their metered water usage, the flows for those dischargers shall be estimated based
on their metered water usage and the percentage of water usage that is discharged to
the sewer, which percentage is as adopted by Los Angeles for use in charging the
dischargers within its corporate limits and included in its Wastewater Revenue
Program. Where a Party monitors Industrial Dischargers' flows directly, those
dischargers' estimated flows shall be based on the monitored flows. Where a Party
does not base its service charges to Commercial /Industrial Dischargers on metered
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water usage or monitored flows, the flows for those dischargers shall be estimated
using the theoretical factors adopted pursuant to Section III.F.4.b.
c. The Strength discharged by Commercial /Industrial Dischargers shall be estimated
using the theoretical factors adopted pursuant to Section III.F.4.b, except where
Strength concentrations are monitored. Where a Party monitors Industrial
Dischargers' Strength concentrations, those customers' estimated Strength shall be
based on the monitored concentrations.
4. Estimation Factors
a, For purposes of determining estimated discharges for the calculation of Amalgamated
System Sewerage Facilities Charges, Los Angeles' Board of Public Works shall
adopt a list of user categories and assumed loadings per unit of usage for each
category. This list of user categories and assumed loadings shall be known as the
Los Angeles Sewage Generation Factor Table.
b. For purposes of determining estimated discharges for ungauged areas and Boundary
Line Connections, Los Angeles' Board of Public Works shall adopt another list of
user categories and an assumed flow and Strength per unit of usage for each
category. This list of user categories and assumed loadings shall be based on the Los
Angeles Sewage Generation Factor Table, however, the number of user categories
shall be condensed to conform with the classifications set forth in the Los Angeles
County Assessor's tax roll or as may otherwise be mutually agreed to by the Parties.
This list shall be known as the Amalgamated System Sewage Generation Factor
Table.
G. MGD - miles
Until Contracting Entity and Los Angeles can develop a more accurate method of allocating the
costs of the conveyance portion of the Amalgamated System, the MGD -miles shall be based on
a straight -line centroidal approach. Los Angeles shall use the following formulas and procedures
to determine the centroidal MGD -miles for Contracting Entity, Los Angeles, other Agencies and
any other Entities discharging wastewater to the Amalgamated System:
1, For an area whose flow is tributary to the Donald C. Tillman Water Reclamation Plant but
not tributary to any future treatment or water reclamation plant that may be operated by Los
Angeles, that area's MGD -miles shall be equal to the sum of:
a. the portion of that area's flow that is treated at the Donald C. Tillman Water
Reclamation Plant, including the area's share of sludge returned to the sewer from
any upstream treatment or water reclamation plant that may be operated by Los
Angeles, multiplied by the straight -line distance from the area's Point of Discharge
to the Donald C. Tillman Tillman Water Reclamation Plant, plus
b. the portion of that area's flow that is treated at the Los Angeles- Glendale Water
Reclamation Plant, including the area's share of sludge returned to the sewer from
any upstream treatment or water reclamation plant that is operated by Los Angeles,
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multiplied by the straight -line distance from the area's Point of Discharge to the Los
Angeles- Glendale Water Reclamation Plant, plus
c, the portion of that area's flow that is treated at the Hyperion Treatment Plant,
including the area's share of sludge returned to the sewer from any upstream
treatment or water reclamation plant that is operated by Los Angeles, multiplied by
the sum of the straight -line distance from the area's Point of Discharge to the Valley
Spring Forman Diversion Structure and the straight -line distance from the Valley
Spring Forman Diversion Structure to the Hyperion Treatment Plant.
2. For an area whose flow is tributary to the Valley Spring Forman Diversion Structure but
not tributary to the Donald C. Tillman Water Reclamation Plant or any future treatment or
water reclamation plant that may be operated by Los Angeles, that area's MGD -miles shall
be equal to the sum of:
a. the portion of that area's flow that is treated at the Los Angeles- Glendale Water
Reclamation Plant, including the area's share of sludge returned to the sewer from
any upstream treatment or water reclamation plant that may be operated by Los
Angeles, multiplied by the straight -line distance from the area's Point of Discharge
to the Los Angeles- Glendale Water Reclamation Plant, plus
b, the portion of that area's flow that is treated at the Hyperion Treatment Plant,
including the area's share of sludge returned to the sewer from any upstream
treatment or water reclamation plant that is operated by Los Angeles, multiplied by
the sum of the straight -line distance from the area's Point of Discharge to the Valley
Spring Forman Diversion Structure and the straight -line distance from the Valley
Spring Forman Diversion Structure to the Hyperion Treatment Plant.
3, For an area whose flow is tributary to the Los Angeles- Glendale Water Reclamation Plant,
but not tributary to the Donald C Tillman Water Reclamation Plant, the Valley Spring
Foreman Diversion Structure or any future treatment or water reclamation plant that may
be operated by Los Angeles, that area's MGD -miles shall be equal to the sum of:
a. that portion of that area's flow that is treated at the Los Angeles - Glendale Water
Reclamation Plant, including the area's share of sludge returned to the sewer from
any upstream treatment or water reclamation plant that may be operated by Los
Angeles, multiplied by the straight -line distance from that area's Point of Discharge
to the Los Angeles- Glendale Water Reclamation Plant, plus
b. the portion of that area's flow that is treated at the Hyperion Treatment Plant,
including the area's share of sludge returned to the sewer from any upstream
treatment or water reclamation plant that is operated by Los Angeles, multiplied by
the straight -line distance from the area's Point of Discharge to the Hyperion
Treatment Plant.
For the City of Glendale, the area's flow shall include its share of sludge from the
Los Angeles- Glendale Water Reclamation Plant, calculated pursuant to
Section III.A.2.a.
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4. For an area whose flow is tributary to the Hyperion Treatment Plant, but not tributary to
the Donald C. Tillman Water Reclamation Plant, the Valley Spring Forman Diversion
Structure, the Los Angeles- Glendale Water Reclamation Plant or any future treatment or
water reclamation plant that may be operated by Los Angeles, that area's MGD -miles shall
be equal to that area's flow multiplied by the straight -line distance from that area's Point
of Discharge to the Hyperion Treatment Plant.
5, For an area whose flow is tributary to the Terminal Island Treatment Plant but not tributary
to any future treatment or water reclamation plant that may be operated by Los Angeles,
that area's MGD -miles shall be equal to that area's flow multiplied by the straight -line
distance from that area's Point of Discharge to the Terminal Island Treatment Plant.
For an area whose flow is tributary to any future treatment or water reclamation plant that
may be operated by Los Angeles, that area's MGD -miles shall be equal to the MGD -miles
calculated in Sections III.G.1 through 5, as applicable, plus the amount of that area's flow
that is treated at the future treatment or reclamation plant multiplied by the straight -line
distance from that area's Point of Discharge to the future treatment or reclamation plant.
7, In order to determine the MGD -miles attributable to Los Angeles, Los Angeles shall first
be divided into sub -areas tributary to the Donald C. Tillman Water Reclamation Plant, the
Valley Spring Forman Diversion Structure, the Los Angeles- Glendale Water Reclamation
Plant, the Hyperion Treatment Plant, the Terminal Island Treatment Plant and any future
treatment or water reclamation plant that may be operated by Los Angeles, respectively.
The sub -area tributary to the Terminal Island Treatment Plant shall be further subdivided
into the Harbor, Terminal Island and Wilmington areas. The MGD -miles for each sub -area
shall be determined using the same procedures in Sections III.G.1 through 6, as applicable.
The total MGD -miles attributable to Los Angeles shall be equal to the sum of the MGD -
miles attributable to each of the sub - areas.
8. In calculating MGD -miles pursuant to Section III.G.1 through 7, each area's flow shall
consist of the total wastewater generated within the area, including infiltration and inflow
and the sludge from any treatment facility operated by the Entity that is not included in the
Amalgamated System, which sludge is discharged by the Entity into the Amalgamated
System.
IV. DISCHARGE MEASUREMENT
A. Responsibility for Monitoring, Estimating, Evaluating, and Reporting
1. The discharging Party, i.e. the Party discharging wastewater to the other Party, shall be
responsible for all monitoring, evaluating, and reporting of wastewater discharge
measurements at the locations required by Section IV.B. The discharging Party shall also
be responsible for estimating, evaluating and reporting flow and Strength where estimation
is allowed pursuant to Section IV.B.
2. The receiving Party, i.e. the Party receiving the wastewater discharge from the other Party,
shall have the option of monitoring, evaluating, and reporting of discharge measurements
when the discharging Party fails to execute its responsibility pursuant to Sections IV.A.1
29
and N.E. In this case, the cost of monitoring, estimating, evaluating, and reporting shall
still be the sole responsibility of the discharging Party and not attributable to the
Amalgamated System. If the receiving Party exercises its option due to the discharging
Party's failure, the data shall not be considered missing, but penalty amounts equal to 5%
of the quantities measured by the receiving Party shall be added to the measured quantities.
3. If the receiving Party exercises its option for monitoring, evaluating, and reporting, the
discharging Party may resume its responsibility after it demonstrates compliance with the
monitoring, evaluating, and reporting requirements for a period of 30 days. During the
demonstration period, the receiving Party shall still have the right to monitor the discharge
at the expense of the discharging Party, but no penalty amounts shall apply.
B. Criteria for Measurement
1. The flow and Strength shall be measured for any discharge that meets one of the following
criteria:
a. The discharge is Surface Water Runoff.
b. The wastewater discharged through a single sewer, excluding Pass Through Flow,
Surface Water Runoff, and Boundary Line Connections from another Entity, exceeds
0.5 cfs for the prior three consecutive flow years.
2. All flow and Strength not measured pursuant to Section IV.B.1 shall be estimated pursuant
to Section III.F.3, except as follows:
a. The receiving Party, at its discretion, may measure flow and Strength from a
discharging Party with a discharge less than 0.5 cfs, provided that the cost of such
measurement will be the sole responsibility of the receiving Party and not be
attributable to the Amalgamated System.
The discharging Party may elect to measure the flow and Strength of any discharge
in lieu of estimating the flow and Strength. The discharging Party shall inform the
receiving Party of its election before the Flow Year in which it will begin such
measurement or within two months after the Date of Execution, whichever comes
later. The discharging Party may also elect to begin estimating the flow and Strength
of any discharge it has previously elected to measure, but is not required to measure,
in which case it shall inform the receiving Party of this election before the Flow Year
in which it will begin such estimation. Whether it elects to estimate or measure the
discharge, the discharging Party shall use the elected method to determine the flow
and strength it reports to the receiving Party pursuant to Section IV.0 for the entire
Flow Year.
C. Flow and Strength Reporting
1, Quarterly reports of all measured flow and Strength data collected during a quarter shall
be submitted within 30 days of the end of the quarter.
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2. Annual reports of the estimated flow and Strength, including all Boundary Line
Connections, and the last quarterly report of measured flow and Strength data shall be
submitted within 30 days of the end of the Flow Year.
3. Submission of quantity measurements and estimates shall constitute the discharging Party's
verification that such data is an accurate representation of the Party's wastewater flow and
Strength and acknowledgment that such data will be used to calculate a Party's total quantity
of wastewater pursuant to Section III.F.1.
D. Flow and Strength Measurement
1. Frequency
a. Flow shall be monitored continuously.
b. Strength shall be sampled monthly for the first two years after Execution of this
Agreement and then quarterly thereafter. Strength samples shall be collected for 24
uninterrupted hours each month or quarter such that each day of the week is
represented over a seven sample period and no day of the week is represented in
more than four out of twelve consecutive 24 -hour samples. Each 24 -hour composite
sample shall consist of 24 individual samples which are combined such that each
sample represents the volume of wastewater discharged during the time between
samples.
2. Physical Requirements
a. A permanent and continuous flow metering station shall be installed at each location
where flow and Strength is measured pursuant to Section IV.B and at each location
where Surface Water Runoff is discharged to the sanitary sewer system.
b. A temporary flow metering device may be used to measure flow while the permanent
station is being repaired or replaced. If a temporary flow metering device is used,
the Party shall make reasonable efforts to ensure the timely repair or replacement of
the permanent flow metering device.
c. All Strength samples shall be taken at the same location as the flow measurement
station using an automatic sampling device.
3. Weather
No Strength samples shall be collected within 72 hours of a rainfall event which records
more than 1/2 inch of rain within a 24 hour period.
4. Flow Monitoring
a. Flow metering equipment installed at each station shall be of a type that will
accurately measure the range of flows passing the gauging station.
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b, Flow metering equipment shall include redundant measuring techniques over the
entire range of flows for which the station is intended to measure.
c. Procedures for the measurement, data collection, and flow calculation shall be
documented for each gauging station.
d. If multiple methods of measurement can be utilized, the most accurate method for
the particular device being used and the quantity of flow being measured shall be
consistently utilized and reported. In the event of a measurement sensor failure, an
alternate method of measurement and flow calculation may be utilized until such time
as the sensor failure is corrected.
E. Verification of Procedures
1„ The discharging Party shall provide the receiving Party with its flow database via computer
disk or other electronic means. The database shall include all of the discharging Party's
unprocessed data for each measuring technique employed in measuring its flows pursuant
to Section IV.D .4.b. The discharging Party shall provide the data collected each month
within fifteen (15) working days after the end of the month. If the discharging Party fails
to provide the data within the fifteen day period, the receiving Party shall have the option
of monitoring the flow itself at the expense of the discharging Party pursuant to Section
IV. A. Any data not submitted within thirty (30) days following the end of each quarter
shall be considered missing pursuant to Sections IV.F an G. Provision of the database to
the receiving Party does not release the discharging Party of its obligation to evaluate the
data pursuant to Section IV.A.
2. If the receiving Party desires to conduct an audit of the discharging Party's quantity
measurements and /or estimations, it shall notify the discharging Party of its intent to audit
within 30 days of receiving the measured or estimated quantities. The receiving Party's
costs of performing the audit shall be borne by the receiving Party. The discharging Party
shall provide the receiving Party access to all monitoring data and records within 15 days
of the notice of intent to audit. The receiving Party shall notify the discharging Party of the
results of the audit within 45 days of the notice of intent to audit. If the receiving Party's
audit of the data and records reveals discrepancies in the discharging Party's data and
records, the Parties shall meet for the purpose of resolving, to the mutual satisfaction of
both Parties, the discrepancy in the data and records. If the Parties cannot arrive at a
satisfactory resolution, the Parties shall resolve the issue via the dispute resolution process
set forth in Section VIII.C. Routine questions regarding quantity measurement and
estimation shall not be considered to be audits for purposes of this Section and shall be
considered to be an expense of the Amalgamated System.
3. A representative of the receiving Party, at its own cost, shall be authorized to accompany
the discharging Party and observe the discharging Party's practice in setting the Strength
sampling device, in retrieving the device and in compositing the samples, for one sampling
each year and at all locations discharging Party is required to sample. Discharging Party
shall notify receiving Party of the date, time and location(s) of the next sampling after being
notified of receiving Party's desire to observe the sampling.
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4. The discharging Party shall split each composite sample and shall make available a
preserved half to the receiving Party within six hours of retrieval of the sampling device
if so requested by the receiving Party at no cost to the discharging Party.
5. If the Parties cannot arrive at a satisfactory solution to any disputes over sampling and
measurement, the Parties shall resolve the issue via the dispute resolution process set forth
in Section VIII.C. Routine questions shall not be considered audits for purposes of this
Section and shall be considered expenses of the Amalgamated System.
F. Missing Flow Data
1. If no more than 30 days are missed during any Flow Year and no more than 14 days are
missed during any 30 day period at any individual monitoring station, then:
a. No penalty shall apply,
b. The data for the missing days shall be assumed to be equal to the average of all
measured days.
c. A letter shall be submitted explaining the cause for any missed data that exceeds 7
consecutive days.
2. If the number of missed days is between 30 and 90 days during any Flow Year, is no more
than 30 days during any 45 day period, or is no more than 20 consecutive days at any
individual monitoring station, then:
a. The data for the missing days shall be assumed to be equal to the average of all
measured days. To this amount shall be added a penalty equal to 10% of the
assumed amount.
b. A letter shall be submitted explaining the cause for any missed data that exceeds 7
consecutive days.
3. If the number of missed days exceeds 90 days during any Flow Year, is more than 30 days
during any 45 day period, or is more than 20 consecutive days at any individual monitoring
station, then:
a. The Party will be deemed to be in Default upon compliance with the noticing
requirements of Section VIII.A.1.c or Section VIII.A.2.b.
b. The missing data shall be assumed to be equal to either (1) the average of all
measured days, if at least 200 days were measured or (2) the average of the
preceding Flow Year, if less than 200 days were measured. To this amount shall be
added a penalty equal to 25 % of the assumed amount.
c. The receiving Party shall have the right to measure the flow at the expense of the
discharging Party. The receiving Party shall have the right to continue to meter the
flow at the expense of the discharging Party until the discharging Party has shown,
33
to the reasonable satisfaction of the receiving Party, that it can and will comply with
all of the flow metering requirements.
G. Missing Strength Data
1. If no more than 2 non - consecutive months of sampling are missed during the first two
Fiscal Years and no quarterly samples thereafter at any individual monitoring station, then:
a. No penalty shall apply.
b. The data for the missing months or quarters shall be assumed to be equal to the
average of all measured months or quarters.
c. A letter shall be submitted explaining the cause for any missed data.
2. If the number of missed samples is between 2 and 4 months and no more than 2 consecutive
months during the first two Fiscal Years and no more than one quarterly sample thereafter
at any individual monitoring station, then:
a. The data for the missing months or quarters shall be assumed to be equal to the
average of all measured months or quarters. To this amount shall be added a penalty
equal to 10% of the assumed amount.
b. A letter shall be submitted explaining the cause for any missed data.
3. If the number of samples missed is more than four months or more than two consecutive
months during the first two Fiscal Years or more than one quarterly sample thereafter at
any individual monitoring station, then:
a. The Party will be deemed to be in Default upon compliance with the noticing
requirements of Section VIII.A.1.c or Section VIII.A.2.b.
b, The missing data shall be assumed to be equal to either (1) the average of all
measured months or quarters or (2) the average of the preceding year, whichever is
higher. To this amount shall be added a penalty equal to 25 % of the assumed
amount.
c. The receiving Party shall have the right to measure Strength at the expense of the
discharging Party. The receiving Party shall have the right to continue to measure
the strength at the expense of the discharging Party until the discharging Party has
shown, to the reasonable satisfaction of the receiving Party, that it can and will
comply with all of the Strength measuring requirements.
H. Conditions for Waiver of Penalties
If conditions beyond the reasonable control of a discharging Party prevents that Party from
meeting any of the measurement requirements, the discharging Party may petition the receiving
Party for a waiver of the penalty provisions. The discharging Party shall provide documentation
34
of the reasons that caused the problems and the steps being taken to correct the problems. The
receiving Party shall not unreasonably deny the petition for waiver.
I. Implementation
1. Each discharging Party shall have 12 months from the Execution of this Agreement to
install and operate the flow monitoring stations required under the terms of this Agreement.
Each discharging Party shall report the completion of the flow monitoring stations. Upon
notification of completion, the flow monitoring requirements shall become effective.
2. For locations that meet the requirements for measuring flow pursuant to Section IV.B.1 or
where the discharging Party elects to measure the flow and Strength of its discharge
pursuant to Section IV.B.2.b subsequent to the Date of Execution, the discharging Party
shall have one year from the date that the location meets the requirements or from the date
that the discharging Party notifies the receiving Party of its election to install the
appropriate flow metering equipment. Each discharging Party shall report the completion
of the flow monitoring stations. Upon notification of completion, the flow monitoring
requirements shall become effective.
3. The provisions for the collection of flow data in the agreements in effect prior to the Date
of Execution of this Agreement shall continue in effect until the new flow measurement
stations are operable.
V. MEETINGS
A. Contracting Entity /Los Angeles Meetings
1. Within 30 days of a written request of Contracting Entity, but in no case less than semi-
annually, Los Angeles shall meet with a representative or representatives of Contracting
Entity to discuss issues of mutual interest relative to this Agreement, including but not
limited to:
a. The operation and maintenance costs pertaining to the Amalgamated System;
b. The capital program pertaining to the Amalgamated System;
c. Written policies pertaining to the administration of the charge system;
d. Disputes between Los Angeles and the Agencies, pursuant to Section VIII of this
Agreement;
e. The risk management practices pertaining to the Amalgamated System;
f. Regulatory updates.
At any such meeting, two representatives from Los Angeles shall be present. One Los
Angeles representative shall be an employee from Los Angeles with knowledge of the
Amalgamated System and the second Los Angeles representative shall be appointed by the
35 4'"
President of the City Council. The representative from Contracting Entity must be an
Assistant Manager, Division Head, City Manager, Department Head or their duly
authorized representative. In no case shall the representative(s) from either Party be legal
counsel. The foregoing requirements, however, shall not prevent either Party from
designating other representatives to be present at any such meeting, including additional
staff, consultants and attorneys. Los Angeles' costs of preparing for and attending any such
meeting shall be considered a contract administration cost and shall be included as
Amalgamated System Expenses pursuant to Section II.B.2.a.(3).
2, In submitting the Revenue Program and annual Capital Improvement Program to the
Council and the Mayor for approval, Los Angeles Staff shall identify and summarize any
issues where the Contract Entity disagrees with the proposed Revenue Program or Capital
Improvement Program and shall expressly state the reasons for those disagreements.
If matters are deemed to be of general interest to all Agencies who have wastewater
conveyed and treated by Los Angeles, Los Angeles shall have the right to meet with the
representatives of the Agencies collectively to discuss the issues of common interest. If Los
Angeles meets with the Agencies collectively, this shall not preclude either Contracting
Entity or Los Angeles from requesting a meeting to discuss an issue or issues limited in
scope to the interest of Contracting Entity and Los Angeles.
4. If requested by two or more Agencies, those Agencies shall have the right to meet
collectively with Los Angeles. If Los Angeles meets collectively with the Agencies, this
shall not preclude either Contracting Entity or Los Angeles from requesting a meeting to
discuss an issue or issues limited in scope to the interest of the Contracting Entity and Los
Angeles.
B. Value Engineering
1. The Agencies have the right, collectively, to meet at least once with any Value Engineering
team hired by Los Angeles to review a proposed capital project for the Amalgamated
System. For each project, Los Angeles' cost of the first of any such meeting shall be
considered to be an Amalgamated System Expense. Contracting Entity shall pay the cost
incurred by the Value Engineering team as a result of any subsequent meetings in
proportion to its flow discharged to the Amalgamated System divided by the total flow
discharged to the Amalgamated System by those Agencies requesting the subsequent
meetings. The first meeting shall take place, if at all, within 30 days of the date of the letter
requesting such meeting and at a mutually convenient time and place.
2. Los Angeles shall provide the Agency representatives with a copy of any Value Engineering
study for an Amalgamated System project within 30 days of the completion of the study.
C. Financial Auditing
1, The Agencies have the right, collectively, to meet at least once each auditing cycle with the
auditor of the System's financial statement. The meeting shall take place, if at all, within
30 days of the date of the letter requesting such meeting and at a mutually convenient time
and place. The cost of a single meeting shall be considered to be an Amalgamated System
Expense. Contracting Entity may have further meetings with the auditors of the
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Amalgamated System's financial statement, provided that Contracting Entity reimburses
Los Angeles for any additional auditor's cost incurred as a result of the additional meetings,
in proportion to its flow discharged to the Amalgamated System divided by the total flow
discharged to the Amalgamated System by those Agencies requesting the subsequent
meetings. Los Angeles may require that the auditors bill the Agencies directly for the
additional costs.
2. Contracting Entity shall have the right to audit those System financial records that are made
available to the auditor of the System's financial statements for audit purposes and to review
the audit work papers at its own expense.
VI. OPERATION, LIABILITY, AND COMPLIANCE
A. Ownership and Operation
1. Los Angeles is recognized as the sole owner and sole operating authority of the
Amalgamated System. As such, Los Angeles shall exercise reasonable care and skill and
shall act as a prudent manager of the Amalgamated System to ensure compliance with all
federal, state, and local laws, regulations, and rules pertaining to the discharge of
wastewater, including without limitations all applicable pretreatment standards and effluent
limits, if any.
2. With regard to the inspection, maintenance, and operation of the Local System or of
facilities owned by either Los Angeles or Contracting Entity and all discharges within each
Party's respective jurisdiction or territorial boundaries, each Party shall exercise reasonable
care and skill and shall act as a prudent manager to ensure compliance with all federal,
state, and local laws, regulations, and rules pertaining to the discharge of wastewater,
including without limitation, all applicable pretreatment standards and effluent limitations,
if any.
3, Contracting Entity hereby waives any present and future claims to any equity interest in the
Amalgamated System. Los Angeles agrees that any future agreement or contract with any
other Entity shall not give that Entity any equity interest in the Amalgamated System.
B. Liability
1. Regulatory Liability
Liability, federal or state, whether related to water or air, including fines, penalties,
increased costs due to more stringent regulations as a result of the regulatory liability,
and /or the cost of any alternative project in lieu of, or in addition to, any fine or penalty
shall be treated as an expense of the Amalgamated System if said liability results from the
construction or operation of the Amalgamated System. This would include, but not be
limited to: operator error, negligence, sewage spills or other discharges resulting from
clogs, breaks in pipes, lack of capacity, or electrical outages, equipment failure or
breakdown, discharges into the air in violation of any SCAQMD rule or regulation, or any
other action or inaction by Los Angeles in constructing or operating the Amalgamated
System which results in liability assigned to any portion of the Amalgamated System.
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2. General Liability
Unless otherwise stated in this Agreement, third party liability, including compensatory
damages, shall be treated as an expense of the Amalgamated System if said liability results
from the operation of the Amalgamated System.
3. Liability Related to Non - Amalgamated System Facilities
Contracting Entity will not be responsible for liability which results solely from construction
and operation of the Local System. Similarly, Los Angeles will not be responsible for
liability which results solely from construction and operation of Contracting Entity's
wastewater collection system. If liability results from a combination of activities involving
the Amalgamated System and other wastewater facilities, the Net Amalgamated System
Expenses shall include the costs related to that portion of the liability attributable to the
activities involving the Amalgamated System which is the basis for the liability.
4. Gross Negligence
Liability which results from gross negligence and /or the willful and /or intentional acts of
an individual or individuals charged with the operation of a facility which is part of the
Amalgamated System shall not be chargeable as an expense of the Amalgamated System
but shall be borne by Los Angeles or the successor jurisdiction responsible for the operation
of the Amalgamated System.
5. Notification of Claims
Los Angeles shall provide written notification to all Agencies of any and all claims and
Notices of Dispute submitted to Los Angeles which refer, relate, or pertain to the
Amalgamated System within thirty (30) days of receipt of such claim, provided that such
claims are for amounts exceeding $500,000, excluding construction claims. Notification
of construction claims shall only be required if so requested by Contracting Entity.
C. Compliance with State and Federal Regulatory Requirements
1, The Parties shall satisfy all state or federal requirements for preparing and updating their
Revenue Programs.
2. In any circumstance where (i) Los Angeles as owner of the System is mandated by a state
or federal requirement to establish a program, prepare a study, or undertake some other
action and (ii) such action would require Los Angeles to enter Contracting Entity's
jurisdiction, Contracting Entity shall be responsible for complying with such requirement
and shall report to Los Angeles all actions undertaken to comply.
a. Los Angeles shall provide written notification to Contracting Entity of any state or
federal requirements that are applicable to Contracting Entity in the foregoing
circumstances.
b. If Contracting Entity fails to take the necessary action after having been duly notified
of its obligations by Los Angeles and if Contracting Entity's failure to take the
38
necessary action would result in any liability payable from the Amalgamated System,
then Los Angeles shall have the authority to enter Contracting Entity's jurisdiction
to perform the required actions on behalf of Contracting Entity and to directly charge
Contracting Entity for any costs necessarily incurred to achieve compliance.
c. If Contracting Entity's failure to take the actions necessary to comply with the state
or federal requirements results in any liability payable from the Amalgamated
System, Contracting Entity shall bear full financial responsibility for any fines or
penalties that are levied as a result of Contracting Entity's failure to comply.
d. If Los Angeles and Contracting Entity are both required to take actions to comply
with state and federal requirements and Los Angeles fails to take the necessary
actions to comply with the state and federal requirements and if Los Angeles' failure
to take the necessary actions results in any liability payable from the Amalgamated
System, Los Angeles shall bear full financial responsibility for any fines or penalties
that are levied as a result of Los Angeles' failure to comply.
VII. TERM OF AGREEMENT
The term of this Agreement is thirty (30) years unless it is modified in writing by mutual consent of the
Parties and shall commence upon full Execution.
A. Reasons to Initiate Renegotiations
During the unexpired term of this Agreement, either Party may request that the other Party
negotiate, in good faith, modifications of the Agreement which the requesting Party believes are
necessary because of any of the following changed circumstances:
1. There is a material change in the regulatory framework for wastewater that renders one or
more of the terms or conditions of the Agreement to no longer be fair and equitable;
2. There is a proposed change in the physical configuration of the Amalgamated System that
the existing terms or conditions of the Agreement do not adequately address;
3. There is a material change in the financial framework of Los Angeles' wastewater
conveyance and /or treatment system which either renders any of the terms or conditions
of the Agreement to no longer be fair and equitable or creates a condition that the existing
terms or conditions cannot accommodate;
There is any change in the regulatory, operating or financial framework of Los Angeles'
wastewater conveyance and /or treatment system, which in the view of either Party, will or
has caused the charge system described in Section II of this Agreement to no longer be fair
and equitable.
5. If, after ten (10) years from the Date of Execution of this Agreement, Los Angeles requests
the Contracting Entity to contribute money towards capital facilities or improvements for
the Amalgamated System which are valued at $100 million or more, including direct and
39
indirect costs, in any one fiscal year and whose useful life is greater than the length
remaining on the term of the then existing Agreement.
B. Initial Time Prohibitions on Negotiations
Notwithstanding the provisions of Section VII.A above, and excepting the provisions within this
Agreement concerning Reclaimed Water and Surface Water Runoff, the Parties hereby knowingly
and expressly waive the right to renegotiate any provision of this Agreement for a period of ten
(10) years from the Date of Execution, irrespective of the cause, rationale or circumstances. The
Parties further acknowledge and agree that the existing charge system will be used to recover the
Amalgamated System Expenses during the initial ten (10) years of this Agreement even if either
Party believes that the charge system may not be fair and equitable. The Parties acknowledge and
agree that they have reached this Agreement following a period of lengthy and complicated
negotiations and they are unwilling and further find it imprudent to revisit the subject - matter
herein for a period of ten (10) years. With respect to the renegotiation of the Reclaimed Water
and Surface Water Runoff provisions, the Parties knowingly and expressly waive the right to
renegotiate these provisions for a period of five (5) years from the Date of Execution of this
Agreement. Thereafter, either Party may seek to renegotiate Reclaimed Water and Surface
Water Runoff provisions at any time. However, if after two years of good faith negotiations, the
Parties fail to agree on new Reclaimed Water and Surface Water Runoff provisions, this
Agreement shall not terminate within the initial ten (10) years of this Agreement.
C. Negotiation Completion Requirements
If after two years of good faith negotiations concerning any of the above proposed changes to a
then existing Agreement, pursuant to Sections VILA and B, the Parties have been unable to reach
a mutual agreement on any proposed changes to a then existing Agreement, the then existing
Agreement shall, unless otherwise stated, terminate and the relationship of the Parties shall be
governed by Section VII.I below.
D. Negotiations at Expiration of the Term
At least two calendar years prior to the expiration date of a then existing Agreement, the Parties
shall begin good faith negotiations to extend the relationship of the Contracting Entity with Los
Angeles for the conveyance and treatment of the Contracting Entity's wastewater. If, at the time
set for expiration of the then existing Agreement, the Parties have not been able to reach a new
agreement or have not agreed to extend the then existing Agreement, the Agreement shall, unless
otherwise stated in Sections VILA or B, terminate and the relationship of the Parties shall be
governed by Sections VII.I and L below.
E. Conditions for Modification Proposals
In the renegotiation of any provision in this Agreement pursuant to Section VILA or in the
negotiation of any extension to this Agreement or any new agreement pursuant to Section VILD,
all Los Angeles proposals to the Contracting Entity shall include a restatement of this Section
VILE in its entirety and shall comply with the following:
1. The charge system must be fair and equitable to Los Angeles and Contracting Entity;
40
2. The charge system for the Contracting Entity within the Amalgamated System must be
substantially similar to and consistent with the charge system for the internal users of Los
Angeles' wastewater conveyance and /or treatment system within the Amalgamated System;
3. There shall be a fair and equitable cost recovery methodology to fully reimburse Los
Angeles and the Contracting Entity for capital payments for the Amalgamated System
capacity needed to serve new dischargers; and
4. There shall be a fair and equitable term (period of years) as measured by the capital needs
and revenue requirements of the Contracting Entity.
F. Requirement for Good Faith Renegotiations
Los Angeles' obligation to, in good faith, negotiate an extension of its relationship with the
Contracting Entity pursuant to Section VII.D or renegotiate any matter under this Agreement
pursuant to Section VILA shall not be discharged unless and until it has presented in good faith
a proposal which complies with the requirements set forth in Section VILE above.
G. Non - binding Mediation
It shall be the right of either Party to request, in writing, a formal, non - binding mediation
concerning the renegotiation of any provision of this Agreement or negotiation of any extensions
hereto up to and including the one hundred eightieth (180th) calendar day prior to termination of
this Agreement pursuant to Sections VILC and D above. The non - requesting Party must accept
a timely written request for non - binding mediation. The good faith negotiations shall not be
deemed complete until the formal, non - binding mediation process has concluded by written
statement of the mediator or the term of this Agreement has terminated pursuant to Sections VII.0
and D above.
H. Termination Restriction
In the event Los Angeles fails to propose provisions or an extension pursuant to Sections VII.0
and D above that satisfy the requirements of Section VILE or fails to participate in a formal, non-
binding mediation process upon timely request by the Contracting Entity, the then existing
Agreement shall not terminate and it shall continue in full force and effect until Los Angeles
presents, in good faith, a proposal to the Contracting Entity that satisfies the requirements of
Section VILE.
I. Month to Month Relationship
The Parties recognize that withdrawal from the Amalgamated System is a serious and complex
undertaking and as such agree to follow the procedure for such withdrawal as set forth herein.
If the Parties are unable to reach a mutual agreement on changes to the then existing Agreement
proposed pursuant to Section VII.0 above and the then existing Agreement is terminated as
provided, or if the term of the then existing Agreement expires as described in Section VILD
above, or if a Party remains in Default for more than ninety (90) days, the result in any of these
instances shall be a month to month relationship between the Parties wherein Los Angeles agrees
to transport and treat the wastewater of the Contracting Entity provided that the Contracting
Entity:
41
1, pays its fair and equitable share of the wastewater conveyance and treatment costs,
including O &M and capital, in an amount and according to a charge system as determined
by Los Angeles consistent with the requirements of Section VILE above;
2. complies with all then existing regulatory requirements, rules, regulations, laws and
directives of the federal and state government concerning wastewater, including all
Industrial Waste pretreatment requirements, rules, regulations and laws; and
3. actively and in good faith works towards extricating its wastewater discharge from the
Amalgamated System.
J. Termination of the Month to Month Relationship
The month to month relationship shall terminate if:
1. the Parties agree to a written agreement which supersedes the month to month relationship;
2. the Contracting Entity removes its wastewater discharge from the Amalgamated System;
3. the Contracting Entity violates one of the provisions of the month to month relationship set
forth above; or
4. five years expires from the date that the month to month relationship commences.
However, this five year cap on the month to month relationship may be extended by mutual
written agreement of the Parties.
K. Penalties for Violation of the Month to Month Relationship Conditions
If the Contracting Entity violates the terms and conditions of the month to month relationship, the
Contracting Entity shall move, with all due deliberate speed, to remove its wastewater discharge
from the Amalgamated System and shall be liable to pay the Amalgamated System a 10% penalty
on all wastewater conveyance and treatment provided by the Amalgamated System from the time
the Contracting Entity violates the terms of the month to month relationship to the time that the
Contracting Entity no longer discharges wastewater to the Amalgamated System. If the
Contracting Entity takes longer than one year from the date that it violates the month to month
relationship to remove its wastewater from the Amalgamated System, then the penalty for
conveyance and treatment of the Contracting Entity's wastewater shall increase to 15 % and shall
increase 5% each year until the Contracting Entity's wastewater is removed from the
Amalgamated System.
L. Contracting Entity Capital Investment Buyout
If the Contracting Entity removes its wastewater discharge from the Amalgamated System
pursuant to any of the scenarios set forth above, then the Amalgamated System will reimburse the
Contracting Entity for the remaining value of it's past capital payments for the Amalgamated
System. The compensation for the past capital payments shall be based on the System Buy -out
Approach as described below :
42 Vii' Mu
The values of Amalgamated System facilities in service or included in Construction Work
in Progress from Fiscal Year 1984 -85 forward shall be determined using the procedure
contained in Section II.C.4.a.
2, The value of each facility determined pursuant to Section VII.L. 1 shall be allocated to
conveyance and to treatment flow and Strength by cost centers and using the same
allocation factors adopted by Los Angeles pursuant to Section III.A.1.b.
3. The compensation rates shall be calculated by dividing the totals of the values allocated
pursuant to Section VII.L.2 by the Amalgamated System MGD -miles and flow and Strength
loadings determined pursuant to Section III.A.2 for the latest completed Flow Year. Los
Angeles shall calculate the compensation rates and include the rates in its Revenue Program
whenever it prepares and adopts a Revenue Program.
4. The amount of compensation shall be calculated by multiplying Contracting Entity's MGD-
miles and flow and Strength discharges for the latest completed Flow Year by the
compensation rates and summing the results.
5. Los Angeles shall subtract the following from Contracting Entity's compensation for its past
capital payments calculated pursuant to Section VII.L.1 through 4:
a. Any Amalgamated System Sewerage System Charges, General Fund Reimbursement
Charges, and Amalgamated System Sewerage Facilities Charges owed by
Contracting Entity pursuant to Sections III.0 and D.
b. Any interest owed for late payments pursuant to Section III.E.
c. Any surcharges owed for wastewater service provided to Contracting Entity after it
is required to remove its wastewater from the Amalgamated System pursuant to
Section VII.K.
d. Any amounts owed by Contracting Entity for meetings with any Value Engineering
team or the System's financial auditor beyond the first such meeting, pursuant to
Sections V.B.1 and V.C.1.
6. Contracting Entity shall pay to Los Angeles any negative net amount calculated above
within 90 days of removing its flow. Los Angeles shall pay to Contracting Entity any
positive amount calculated above within 90 days of Contracting Entity removing its flow.
If payment is made after 90 days but before 120 days, interest shall be added at the Prime
Rate in effect at the time Contracting Entity removes its flow plus one (1) percent. If
payment is made after 120 days but before 150 days, interest shall be added at the Prime
Rate in effect at the time Contracting Entity removes its flow plus five (5) percent. If
payment is made after more than 150 days, interest shall be added at the Prime Rate in
effect at the time Contracting Entity removes its flow plus ten (10) percent. In no case shall
interest exceed the maximum rate allowed by law.
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VIII. CONFLICTS
A. Default
1. Events Constituting a Default by Contracting Entity
Each of the following constitutes a "Default" by Contracting Entity under this Agreement.
a,. Contracting Entity fails to pay any amount of an undisputed invoice, including any
applicable interest and penalties, within 120 days of the due date.
b. Contracting Entity fails to pay at least eighty-five (85) percent of the total amount due
on any disputed invoice by the due date and to place the withheld amount into a joint
account within ten (10) business days from the due date, as required pursuant to
Section VIII.C.3.a.
c. Contracting Entity fails to perform or observe any term, covenant, or undertaking
in this Agreement that it is to perform or observe and such failure continues for
ninety (90) days from a Notice of Default being sent in the manner prescribed in
Section IX.O.
2. Events Constituting a Default by Los Angeles
Each of the following constitutes a "Default" by Los Angeles under this Agreement.
a. Los Angeles fails to accept and treat the wastewater discharged into the
Amalgamated System by Contracting Entity.
Los Angeles fails to perform or observe any term, covenant, or undertaking in this
Agreement that it is to perform or observe and such failure continues for ninety (90)
days from a Notice of Default being sent in the manner prescribed in Section IX.O.
B. Remedies
In the event of a Default, the Parties shall have the following rights and remedies:
1. Specific Performance
Contracting Entity and Los Angeles agree and recognize that the rights and obligations set
forth in this Agreement are unique and of such a nature as to be inherently difficult or
impossible to value monetarily. If one Party does not perform in accordance with the
specific wording of any of the provisions in this Agreement applicable to that Party,
Defaults, or otherwise breaches this Agreement, an action at law for damages or other
remedies at law would be wholly inadequate to protect the unique rights and interests of the
other Party to the Agreement. Accordingly, in any court controversy concerning this
Agreement, the Agreement's provisions will be enforceable in a court of equity by specific
performance, including a month to month relationship and termination thereof as provided
44
Diu 1 °gym
in Sections VII.I and J. This specific performance remedy is not exclusive and is in
addition to any other remedy available to the Parties.
2. Cumulative Rights and Remedies
The Parties do not intend that any right or remedy given to a Party on the breach of any
provision under this Agreement be exclusive; each such right or remedy is cumulative and
in addition to any other remedy provided in this Agreement or otherwise available at law
or in equity. If the non - breaching Party fails to exercise or delays in exercising any right
or remedy, the non - breaching Party does not thereby waive that right or remedy.
Furthermore, no single or partial exercise of any right, power, or privilege precludes any
further exercise of a right, power, or privilege granted by this Agreement or otherwise.
3. Attorneys' Fees
In any adversarial proceedings between the Parties other than the dispute resolution
procedure set forth below, the prevailing Party shall be entitled to recover their costs,
including reasonable attorneys' fees. If there is no clear prevailing party, the Court or
arbitrator shall determine the prevailing party and provide for the award of costs and
reasonable attorneys' fees. In considering the reasonableness of either Party's request for
attorneys' fees as a prevailing party, the Court or arbitrator shall consider the quality,
efficiency, and value of the legal services and similar /prevailing rate for comparable legal
services in the local community. If Los Angeles is awarded its legal fees /costs, then any
proceeds therefrom shall first be applied so as to reduce legal fees /costs, if any, incurred
by the Amalgamated System and then, to the extent there is any remaining balance, to the
legal fees /costs incurred by Los Angeles.
C. Dispute Resolution
1. Scope of Dispute Resolution
Disputes ( "Disputes ") between the Parties other than those constituting a "Default ", or
"Exclusion" (defined below), shall be resolved pursuant to the provisions of this Section.
2. Exclusions
a. Emergency
An emergency event which, if not promptly resolved, may result in imminent danger
to the public health, safety or welfare shall not be subject to dispute resolution.
b. Complete Discretion
Those matters reserved to the complete discretion of Los Angeles or Contracting
Entity under this Agreement shall not be subject to dispute resolution.
45
3. Procedures for Disputes Regarding Invoices
a. Contracting Entity may dispute any portion of a bill for service provided by Los
Angeles only because it disagrees with the methodology or calculation of such
charges. When disputing a bill, Contracting Entity shall tender the undisputed
amount, but in no case less than 85% of the total amount billed, to Los Angeles when
the payment is due, along with a written notice stating the amount of the bill which
is being disputed, explaining the reason for the disputed amount and identifying the
proposed banking institution for the joint account. Contracting Entity shall deposit
the withheld amount in an interest bearing joint account within 10 business days of
the date of the Contracting Entity's written notice. The joint account shall be at a
banking institution selected by both Parties and shall be in the joint names of
Contracting Entity and Los Angeles. Disbursements from the joint account shall be
made only at the written direction of an authorized representative of each Party. The
withheld funds shall remain in the joint account until such time as the dispute is
resolved. Failure to pay at least 85 % of the total amount billed by the due date and
to place the withheld amount into a joint account shall invalidate the dispute and shall
be considered a failure to make payment.
b. Within 30 calendar days of receipt of a written notice of the amount being disputed
and the explanation for the dispute, Los Angeles shall notify Contracting Entity in
writing that it: (1) agrees that Contracting Entity is correct in its assertion
concerning the disputed amount; (2) disagrees with Contracting Entity's assertion
concerning the disputed amount and shall provide an explanation for its
disagreement; or (3) needs an additional 15 calendar days to investigate the assertion
by Contracting Entity. If requesting an additional 15 days, Los Angeles must provide
an explanation as to why the additional time is required to complete its investigation.
Failure to respond in writing within 30 calendar days, or within 45 days if an
extension is requested, of receipt of Contracting Entity's written notice will result in
Los Angeles being deemed to have agreed with the assertion of Contracting Entity.
c. If Los Angeles notifies Contracting Entity that it disagrees with Contracting Entity's
position on the disputed amount, Los Angeles shall simultaneously provide written
notification to Contracting Entity of a date and time for a meet and confer. The
dispute resolution process described in this Section and in Section VIII.C.4 may only
be initiated if Contracting Entity has paid at least 85 % of the invoice and deposited
any remaining disputed amounts into an interest bearing joint account. Any costs or
attorney's fees associated with pursuit of a billing dispute will be borne by the Party
incurring said costs or attorney's fees.
d. Contracting Entity and Los Angeles shall receive interest from the joint account in
proportion to the amount of principal of the joint account that they receive upon
resolution of the dispute. The Parties agree to provide written authorization for
release of the funds within 30 days following the resolution of the amount in dispute
in accordance with the agreement. If the disputed amount was greater than the 15 %
withheld pursuant to Section VIII.C.3.a above, Los Angeles shall return any amounts
due to Contracting Entity within 30 days following the resolution of the dispute
together with interest at the same rate that the joint account was earning.
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4. Other Disputes
a. Each Party to this Agreement may submit any Dispute related to or arising under this
Agreement to non - binding mediation by delivering a Notice of Dispute to the other
Party.
b. The written Notice of Dispute prepared by the Party shall be delivered to the other
Party in accordance with Section IX.O. The Notice of Dispute shall clearly describe
the basis of the Dispute and the Sections of the Agreement under which the Dispute
arises.
c. The non - binding mediation shall be conducted by Judicial Arbitration Mediation
Services (JAMS) or an equivalent mediation service agreed to by the Parties.
d, Unless otherwise agreed, a mediator shall be appointed within forty -five (45) days
of the date the Notice of Dispute is delivered to hear the Dispute and provide a
written determination. The mediator shall be chosen jointly by the Parties. If the
Parties cannot agree, the Los Angeles County Superior Court shall appoint the
mediator. Employees or agents of Los Angeles or Contracting Entity are ineligible
to serve as the mediator.
e. The mediation shall be held within ninety (90) days of the date the Notice of Dispute
is delivered.
f. Any statute of limitations applicable to any claims, rights, causes of action, suits, or
liabilities of whatever kind or nature, in law, equity or otherwise, whether known or
unknown, shall be tolled during the mediation process. For purposes of this Section,
the mediation process shall commence upon the service of a Notice of Dispute to the
other Party pursuant to Section VIII.C.4.a above. For purposes of this Section, the
mediation process shall be deemed complete ten (10) days after service of the
mediator's written notice of the conclusion of the mediation.
IX. GENERAL PROVISIONS
A. Supersedence
Upon execution of this Agreement, any and all existing agreements or contracts between Los
Angeles and Contracting Entity concerning the use of the Amalgamated System are hereby
rescinded, except for a settlement agreement relating to the Pending Actions and for those
provisions relating to flow monitoring pursuant to Section IV.I.3.
B. Applicability To Others
1. Future Wastewater Service Contracts or Agreements
a. After the Date of Execution, Los Angeles agrees that any other agreement or
contract relating to wastewater service entered into by and between Los Angeles and
any Entity shall comply with the Universal Terms, the Federal Clean Water Act, the
Clean Water Grant Revenue Program, and the State Revolving Fund Loan Program
47
requirements, and as they may be amended from time to time, or any other such
statutes or regulations as mutually agreed by the Parties, except as otherwise
provided in Section IX.B.1.b.
b. Los Angeles may enter into wastewater service agreements or contracts with
jurisdictions or organizations that do not comply with the Universal Terms provided
that:
(1) all flow originating from any jurisdiction or entity signing such an agreement
shall be considered to have originated from Los Angeles,
(2) any jurisdiction or entity signing such an agreement shall be billed an
equivalent General Fund Reimbursement Charge unless otherwise prohibited
by law, and
(3) there will be no additional costs to the Contracting Entity.
c. Los Angeles shall not authorize or permit any Entity which is not signatory to a
wastewater service agreement or contract that complies with the Universal Terms to
acquire or use any capacity in excess of the amount said Entity is expressly
authorized to use by virtue of its wastewater service agreement or contract with Los
Angeles in effect on the Date of Execution of this Agreement. If an Entity which is
not signatory to a wastewater service agreement or contract complying with the
Universal Terms discharges in excess of the amount of flow or Strength to which it
is entitled by the wastewater service agreement or contract in effect on the Date of
Execution of this Agreement, Los Angeles will undertake legal proceedings to
invalidate the existing agreement or contract and /or force the Entity to return their
flow to within the contract limits and /or remove their wastewater discharge from the
Amalgamated System.
2. Copies of New Agreements
If Los Angeles, after the Date of Execution, proposes to enter into any new wastewater
service agreement or contract or to supplement, revise, or add an addendum to any existing
wastewater service agreement or contract, then Los Angeles shall provide Contracting
Entity with a copy of the same, in its final form, at least thirty (30) days prior to either the
date the matter is presented to the governing body of Los Angeles or the date of execution
by Los Angeles, whichever is earlier.
C. Revenue Program
Each Party shall prepare a Revenue Program as required by state and federal requirements.
Following the initial approval of the Party's Revenue Program by the State Water Resources
Control Board, or the successor agency, subsequent revisions or modifications shall only be
required to maintain compliance with state and /or federal requirements.
48
D. Admissions by Parties
Nothing in this Agreement constitutes an admission of liability by either Party. This Agreement
and any documents prepared in connection herewith may not be used as evidence in any litigation,
except as necessary to interpret or enforce the terms of this Agreement.
E. Construction of Agreement
Each Party, with the assistance of competent legal counsel, has participated in the drafting of this
Agreement and any ambiguity should not be construed for or against any Party on account of such
drafting.
F. Each Party Bears Own Costs
Each Party is to bear its own costs, expenses, and attorneys' fees arising out of or in connection
with the subject matter of this Agreement and the negotiation, drafting, and execution of this
Agreement. Each of the Parties understands that this Agreement includes all claims for loss,
expense and attorneys' fees, taxable or otherwise, incurred by it or arising out of the Pending
Actions.
G. Waiver of Breach
No waiver or indulgence of any breach or series of breaches of this Agreement shall be deemed
or construed as a waiver of any other breach of the same or any other provision hereof or affect
the enforceability of any part or all of this Agreement. No waiver shall be valid unless executed
in writing by the waiving Party.
H. Awareness of Contents /Legal Effect
The Parties expressly declare and represent that they have read the Agreement and that they have
consulted with their respective counsel regarding the meaning of the terms and conditions
contained herein. The Parties further expressly declare and represent that they fully understand
the content and effect of this Agreement and they approve and accept the terms and conditions
contained herein, and that this Agreement is executed freely and voluntarily.
I. Agreement Binding on All
This Agreement shall be binding upon and shall inure to the benefit of each of the Parties, and
each of their respective agents, employees, directors, officers, attorneys, representatives,
principals, shareholders, sureties, parents, subsidiaries, affiliates, successors, predecessors,
assigns, trustees or receivers appointed to administer their assets, and attorneys of any and all
such individuals and entities. All the covenants contained in this Agreement are for the express
benefit of each and all such persons described in this Section. This Agreement is not intended to
benefit any third parties.
J. Counterparts
This Agreement may be executed in counterparts. This Agreement shall become operative as
soon as one counterpart hereof has been executed by each Party. The counterparts so executed
49
shall constitute one Agreement notwithstanding that the signatures of all Parties do not appear on
the same page.
K. Severability
Should any non - material provision of this Agreement be held invalid or illegal, such invalidity or
illegality shall not invalidate the whole of this Agreement, but, rather, the Agreement shall be
construed as if it did not contain the invalid or illegal part, and the rights and obligations of the
Parties shall be construed and enforced accordingly.
L. Captions
The captions contained herein are included solely for convenience and shall not be construed as
part of this Agreement or as full or accurate descriptions of the terms hereof.
M. Choice of Law
This Agreement shall be construed and enforced pursuant to the laws of the State of California.
N. Authority to Enter into This Agreement
Each Party represents and warrants that its respective obligations herein are legal and binding
obligations of such Party, that each Party is fully authorized to enter into this Agreement, and that
the person signing this Agreement hereinafter for each Party has been duly authorized to sign this
Agreement on behalf of said Party.
O. Notice
1 Any notice required under this Agreement shall be written and shall be served either by
personal delivery, mail or fax.
2. In the case of service by personal delivery or fax, no additional time, in days, shall be
added to the time in which a right may be exercised or an act may be done.
3. In the case of service by mail, notice must be deposited in a post office, mailbox, subpost
office, substation, or mail chute, or other like facility regularly maintained by the United
States Postal Service, in a sealed envelope, with postage paid, addressed to the
representative(s) of the Party on whom it is to be served, at the office set forth in Section
IX.O.4 below. The service is complete at the time of deposit. Any period of notice and
any right or duty to do any act or make any response within any period or on a date certain
after service of notice by mail shall be extended five days. Any period of notice and any
right or duty to do any act or make any response within any period or on a date certain after
service of notice by Express mail or other method of delivery providing for overnight
delivery shall be extended by two court days.
50
4. Any notice required by this Agreement shall be served on the following representative(s)
of the Parties:
City of Los Angeles:
City of Los Angeles
Bureau of Sanitation
433 S. Spring Street, Fourth Floor
Los Angeles, CA 90014
Attention: Financial Management
Contracting Entity:
City of El Segundo
350 Main Street
El Segundo, CA 90245
Attention: City Clerk
The Parties may, upon written notice, add or substitute representatives or addresses.
P. Amendments and /or Changes to Agreement
Any amendments and /or changes to this Agreement must be in writing, signed by a duly
authorized representative of the Parties hereto, and must expressly state the mutual intent of
the Parties to amend this Agreement as set forth herein. The Parties to this Agreement
recognize that the terms and conditions of this Agreement which are set forth herein in the
Sections preceding this Section have been arrived at through the collective negotiations of the
following entities: The City of Los Angeles and the City of Beverly Hills, the City of Culver
City, County Sanitation Districts Nos. 4, 5, 9, 16 and 27 of Los Angeles County, the City of
El Segundo, the City of San Fernando and the City of Santa Monica. The Parties hereby
agree that no amendments and /or changes may be made to the Universal Terms of this
Agreement as set forth in the Sections which appear in this Agreement preceding this Section
without the negotiated, collective agreement of Los Angeles and either seventy five percent
(75 %) of the Agencies or Agencies representing seventy five percent (75 %) of all the flow
discharged by the Agencies. The Parties also hereby recognize that each Agreement between
Los Angeles and an Agency named herein shall contain this requirement as part of said
Agreement. The Parties further recognize that the Agreements between Los Angeles and
each of the Agencies named herein may contain terms and conditions set forth in Sections
which appear after this Section which are necessitated by the relationship between Los
Angeles and the individual Contracting Entity. However, any such additional Sections shall
not alter, modify or change the terms and conditions of the Agreement as set forth in the
Sections preceding this Section.
X. EFFECTIVE DATE
A. To become effective, both this Agreement and a settlement agreement relating to the Pending
Actions must be executed by Contracting Entity and Los Angeles. The effective date shall be the
51
latter of the Date of Execution of this Agreement or the date of execution of the settlement
agreement.
B. For purposes of billing and payment, the provisions of Sections I through X of this Agreement
shall not become effective until July 1, 1999. The charges for Fiscal Year 1998 -99 shall be
calculated in the same manner that the charges for Fiscal Year 1997 -98 were determined.
1, By May 1, 1999 Los Angeles shall prepare an estimated invoice for Fiscal Year 1998 -99
in an amount equal to 90% of the total invoice for Fiscal Year 1997 -98. By July 1, 1999
Contracting Entity shall pay the estimated invoice for Fiscal 1998 -99.
By December 1, 1999 Los Angeles shall prepare a reconciliation invoice for Fiscal Year
1998 -99 in an amount equal to the total charges for Fiscal Year 1998 -99 less the estimated
payment previously made. Contracting Entity shall pay the reconciliation invoice within
30 days of its receipt.
ATTEST:
a .ey
s Angeles "City Clerk
Approved as to Form:
James K. Hahn
Los Angeles City Attorney
Christopher l . Westhoff
Assistant City Attorney
ATTEST:
C lmdy Morten
El Segundo City C,'le`k
CITY OFLOS ANGELES
Date:
Richard R,iord��;r', 'M' yore
1999
CITY OF EL SEGUNDO
By:
Mary Stc` ; ian, City Manager
Date:
52 2676
• i e •J
Approved as to Form:
Burke, Williams & Sorenson
John J. Welsh
Attorneys for the City of El Segundo
53
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EXHIBIT B
General Fund Reimbursement Charge = (VERs - Vp,) x (VAs - VGA) x (VpT - VD,) x PCEI
Where:
VERs = Value of emergency response services based on the operating budget as set annually by
the Los Angeles City Council;
Vp,
VAS
VCI.A
VpT
VDI
PCE
= Value of Los Angeles pre-designated income for emergency response services operation
expenses, including income from county, state or federal grants, allowances, revenue
sharing, etc. which are designated or restricted to funding emergency response services
operating expenses; fees and charges specifically charged by Los Angeles for emergency
response services; income from any assessment or tax specifically designated for
emergency responses services; and any other income which may only be used for the
benefit of emergency response services operation expenses;
Value of the Amalgamated System, calculated by inflating the original costs of acquiring
the assets by two percent (2 %) per year and then depreciating the costs using the same
asset lives used by Los Angeles in its accounting reports. The value of the Amalgamated
System shall exclude the value of land, easements, underground sewers and interceptors,
facilities replaced by newer facilities, and unused or abandoned facilities;
Total assessed value of all real and personal property, excluding the assessed value of
land, in Los Angeles. This value includes the value of all county assessed real and
personal property minus the assessed value of the included land; the value of all state
assessed real and personal property minus the value of the included land; and the value
of all Los Angeles real and personal property minus the value of the included land. The
value of Los Angeles property, excluding land, should be the total for the assets in the
Los Angeles fixed asset register, excluding underground pipes and land. The asset values
shall be calculated by inflating the original costs of acquiring the assets by two percent
(2 %) and then depreciating the costs using the same asset lives used by Los Angeles in
its accounting reports;
= Value of property tax revenue available for general fund expenditures. This amount
excludes property taxes collected for debt service as well as property tax assessments
approved by a popular vote that are collected for a specific purpose, or property tax
assessments collected for another agency;
= Value of all discretionary income received by Los Angeles from property taxes, sales
taxes, business taxes, license fees, grants, allotments, income sharing, investment
income, etc. This value excludes income collected for debt service and income collected
for a specific service (such as water, sewer, electric service charges, etc.); and
= Contracting Entity's Proportionate Share