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HomeMy WebLinkAboutAgenda Report - January 18, 2006 K-03AGENDA ITEM VY3 dh CITY OF LODI COUNCIL COMMUNICATION TM AGENDA TITLE: Adopt resolution authorizing the City Managerand Electric Utility Directorto procure energy requirements through fiscal year 2007 at an amount not to exceed $39.8 million (EUD) MEETING DATE: January 18, 2006 PREPARED BY Interim Electric Utility Director RECOMMENDED ACTION: That the City Council authorize the City Manager and Electric Utility Director to procure energy required to meet load serving obligations of Lodi Electric through Fiscal Year 2007 in accordance with the City of Lodi Energy Risk Management Policies at an amount not to exceed $39.8 million. BACKGROUND INFORMATION: Issue: Lodi must procure wholesale energy in order to meet its load serving obligations to its customersfor fiscal year 2007 and beyond. The amount of wholesale energy that must be procured ranges from 42% to 94% of Lodi's total load serving obligation. A load and resource balance (attachment 1) provides detail showing the sources of owned energy supply available to Lodi, the load serving obligation amounts and the remaining energy balances that must be procured from the market in order to meet the load serving obligation. The cost of procuring the wholesale energy (attachment 2) to meet Lodi's load serving obligation (the net short) shows the amount of energy required by month, the prices for that energy prevailing on January 5, 2006 and the resulting cost of procurement if all energy was to be procured at the January 5, 2006 prevailing price. As long as Lodi has a net open position, Lodi will be exposed to price risk associated with market volatility where prices are regularly rising and falling in the wholesale energy markets. To reduce Lodi's exposure to this price risk, the net open position must be reduced. City Council was presented with an Energy Risk Management Policy (ERMP) as part of the agenda underwhich this purchase authorization is being requested. While the ERMP establishes the rules under which energy will be procured, it does not specify strategies for how that energy should be procured. As a result, staff again consulted with the agencies surveyed as part of the ERMP developmentto determine whether those agencies had developed any written policies or strategies for procurement. Both Palo Alto and Roseville have established written policies outside of their Risk Management Policiesthat prescribe target levels for the net open position over various time horizons. A comparison of those target levels is as follows: APPROVED: / Blair , City Manager Adopt resolution authorizingthe City Manager and Electric Utility Director to procure energy requirements through fiscal year 2007 at an amount notto exceed $39.8 million(EUD) January 18, 2006 Page 2 of 3 Roseville attempts to maintain a minimum portfolio of fixed price energy supply such that at any given time: • 90% of expected energy requirements are covered 0 to 12 months out; • 80% of expected energy requirements are covered 13 to 24 months out; • 70% of expected energy requirements are covered 25 to 60 months out; and • 30% of expected energy requirements are covered 61 to 120 months out Palo Alto, similarly, has established trao procurement strategies and has memorialized those strategies in documents entitled "Short -Term Electric Laddering Strategy" or STEAM and the "Long Term Electric Acquisition Plan Guidelines" or LEAP. The documents providefor the following general procurement practices: • 80% to 120% of forecasted load requirements are covered 0 to 12 months out; • 70% to 110% of forecasted load requirements are covered 13 to 24 months out; and • 60% to 100% of forecasted load requirements are covered 25 to 36 months out Palo Alto differs slightly from Roseville in that a substantial portion of their portfolio is hydro based, which can vary +1- 20% in any one year, and as a result, they provide for a target range as opposed to a target amount and take into consideration expected hydro production levels in making their procurement decisions within the approved ranges. If Lodi were to immediately adopt policies similar to Roseville and Palo Alto, Lodi would need to procure virtually all of its net open position for the balance of 2006 and a large percentage of its net open position for 2007. Unlike, Roseville and PaloAlto which have been procuring under these policiesfor the last couple years when prices were significantly lower than currently prevailing prices, Lodi is in the position of having to procure large amounts of its energy portfolio at relatively high prices when compared to historical market prices. As Lodi considers options for implementing a laddering strategy, and moving from a short-term implementation of that laddering strategy, to a longer-term implementation of that laddering strategy, advice from NCPA's economist may be instructive (attachment 3). Summarizing, NCPA indicatesthat prices for the 3`" quarter of 2006 have dropped significantly in the past week to close at $95.50 per mwhr, may decline further in the next two weeks as a result of unseasonably warm weather across the US, but with a return to more typical winter temperatures could result in market price increases of 10% to 25%. As a result, NGPA is recommending that agencies should consider purchasing 20% to 50% of their remaining 2006 open position and more if a more favorable buying opportunity presents itself. Unfortunately, because of the large open position, and relatively small amount of savings available to absorb cost increases, Lodi must continue to look to close significantly larger portions of its net open position in order to protect its savings accounts and maintain rate stability to the degree possible. To put the issue of market volatility into perspective, staff prepared an estimate (for budget purposes) of market purchase costs for fiscal year 2007 on November 28, 2005 utilizing market prices prevailing at that time (HLH = $87.50Imwher and LLH = $65.001mwhr) which translated into total estimated market procurement costs of $25 million. While prices have come down as indicated above for the V quarter of 2006, prices for the balance of fiscal year 2007 have increased since November 28,2005 (HLH = $92.201mwhr and LLH = $73.30/mwhr) which translates into a total market procurementcost of $26.5 million - an increase of $1.5 million or 6% of the market purchase budget or 3.3% of the total power supply budget. Adopt resolution authorizingthe City Managerand Electric Utility Directorto procure energy requirements through fiscal year 2007 at an amount notto exceed $39.8 million (EUD) January 18, 2006 Page 3 of 3 Recommendation: To begin reducing Lodi's exposure to this market volatility, staff is recommending procurementthrough NCPA of 80% to 90% of Lodi's net open positionfor the 3`d quarter of 2006 and 65% to 75% of Lodi's net open positionfor the Ott' quarter of 2006. This will help to address the immediate issue associated with short-term volatility. The balance of fiscal year 2007, or 1" and 2nd quarters of 2007, will need to be procured through contracts executed directly by Lodi, and which, will have to be brought back to Council ata later date. Similarly, additional longer term resource procurement decisions which begin reducing open positions two and three years out, will establish further price certainty, and either allow Lodi to take advantage of decreasing prices in the future on the balance of Lodi's net open position or reduce Lodi's exposure to rising prices on the balance of the net open position. To implementthe initial laddering of purchases recommended above, staff recommends: • The City Managerand Electric Utility Director be authorized to procure energy for fiscal year 2007 in the amounts of the net open position and at costs of up to 150% of costs of procurement of the net open position as estimated and shown on attachment 2. • That NCPA be authorized to implement automatic purchases of the net open position for Q3 and Q4, in amounts specified by the City Manager or Electric Utility Director, should prices reach agreed upon thresholds and a net open position for the quarter remain. • That the City Manager and the Electric Utility Director be authorized to direct NCPAto replace any amount of energy at currently prevailing prices in the event of a failure or disablement of any one of Lodi's owned resources. • City staff report to council, in accordancewith Energy Risk Management Policies, on the status and dost of purchases for fiscal year 2007. • City staff, through the Risk Oversight Committee established as part of the Energy Risk Management Policies, continue to develop and refine a long term laddering strategy for energy procurement over the next 36 months. • City Council rescind the procurement authorization granted to the City Managerand Electric Utility Director under Resolution No. 2001-246 and replace that authorization with the authority granted underthe attached resolution. FISCAL IMPACT: The total dost of procurement underthe authorization requested is estimated at $26.5 million based on market prices prevailing on January 5, 2006. FUNDING: Costs associated with procurement under the authorization requested will be incurred when the energy is delivered, in fiscal year 2007. Council has not adopted a budgetfor fiscal year 2007 and as a result, funding has not yet been established. Ultimately, funding for this authorization will be supported by retail electricity sales, once the fiscal year 2007 budget is approved. Ruby Pal6te, Interim Finance Director aA � &r�I�C._' . David Dockham Interim Electric Utility Director DDAst Atlachmersts (4) cc: City Attorney Attachment 1 - FY 2007 Load and Resource Balance Heavy Load Hours (HLH) - (On -Peak) Resource (MWh) July 06 Aug 06 Sep 06 Oct 06 Nov 06 Dec 06 Geothermal 5442.4 5636.7 5325.3 5636.7 5040.0 5383.8 Calaveras 5451.7 5451.7 5297.3 1862.3 1242.5 1356.8 CT #1 0.0 0.0 0.0 0.0 0.0 0.0 STIG 0.0 0.0 0.0 0.0 0.0 0.0 Seattle CL Ex. 7437.6 4710.5 7260.5 3630.2 -5500.0 -8287.6 Western 1738.7 1577.4 1055.5 639.6 408.1 526.1 HLH Combined Purc 0.0 0.0 0.0 0.0 0.0 0.0 Total (On -Peak, MWh) 20070.4 17376.3 18938.6 11768.8 1190.6 -1020.9 Total Load (On -Peak) 31144.9 34620.4 28358.6 24852.2 23833.4 23641.2 MWh, Surplus/(Deficit) -11074.5 -17244.1 -9420.0 -13083.4 -22642.9 -24662.2 % of Load -36% -50% -33% -53% -95% -104% Avg. MW (based on 400 hrs) -27.7 -43.1 -23.6 -32.7 -56.6 -61.7 FY 2006-2007 Energy Balance Light Load Hours (LLH) - (Off -Peak) Resource (MWh) July 06 Aug 06 Sep 06 Oct 06 Nov 06 Dec 06 Geothermal 4276.1 4081.8 4184.2 4081.8 4469.5 4230.2 Calaveras 887.5 887.5 1009.0 525.3 371.1 339.2 CT #1 0.0 0.0 0.0 0.0 0.0 0.0 STIG 0.0 0.0 0.0 0.0 0.0 0.0 Seattle CL Ex. 1312.5 831.3 1281.3 640.6 -1833.3 -1462.5 Western 431.6 394.4 263.9 159.9 102.0 175.4 LLH Combined Purc 0.0 0.0 0.0 0.0 0.0 0.0 Total (Off -Peak, MWh) 6907.8 6194.9 6738.3 5407.6 3109.3 3282.2 Total Load (Off -Peak) 18854.9 16969.3 16174.9 13871.6 13759.2 15032.1 MWh, Surplus/(Deficit) -11947.1 -10774.4 -9436.5 -8464.0 -10649.9 -11749.9 % of Load -63% -63% -58% -61% -77% -78% Jan 07 Feb 07 March 07 April 07 May 07 June 07 5617.9 5122.6 4564.6 5517.6 5500.9 5325.3 2486.5 3235.7 4831.6 5743.1 7937.3 4216.5 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 -7916.7 -7600.1 -8550.1 -1937.5 0.0 7260.5 511.7 593.0 629.5 875.8 1391.2 1381.2 0.0 0.0 0.0 0.0 0.0 0.0 699.3 1351.2 1475.6 10199.0 14829.3 18183.5 24748.7 22635.5 24603.2 24098.7 26441.6 29704.7 -24049.4 -21284.3 -23127.6 -13899.7 -11612.3 -11521.2 -97% -94% -94% -58% -44% -39% -60.1 -53.2 -57.8 -34.7 -29.0 -28.8 Jan 07 Feb 07 March 07 April 07 May 07 June 07 4414.1 3864.4 3586.4 3678.4 4322.1 4184.2 806.7 1045.4 1754.6 2489.7 2765.3 1546.4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 -750.0 -750.0 -600.0 -123.3 0.0 1281.3 287.8 363.5 385.8 536.8 794.8 782.4 0.0 0.0 0.0 0.0 0.0 0.0 4758.6 4523.2 5126.8 6581.6 7882.2 7794.3 13872.7 12247.2 13060.3 13930.4 14293.5 15183.2 -9114.1 -7724.0 -7933.5 -7348.9 -6411.2 -7389.0 -66% -63% -61% -53% -45% -49% Avg. MW (based on 320 hrs) -37.3 -33.7 -29.5 -26.5 -33.3 -36.7 -28.5 -24.1 -24.8 -23.0 -20.0 -23.1 Attachment 2 - Cost of Procuring Wholesale Energy at January 5, 2006 Prevailing Prices Jan. 5, 2006 200E 2007 Assumptions: Zero STIG and CT1 generation. Average hydro conditions for Calaveras Project, Western Base Resource, and market prices. Forward electricity prices based on Jan. 5, 2006 TFS Energy indications. There are no forward energy transactions for Lodi during this period. Lodi Total ILodi HLH ILodi LLH HLH LLH Total Cost Surplus/(Deficit) I Load 1% of Load Surplus/(Deficit) I Load 1%of Load Surplus/(Deficit) Load I%of Load $/MWH $/MWH July (23,022) 50,000 -46.0% (11,075) 31,145 -35.6% (11,947) 18,855 -63.4% $ 95.50 $ 72.50 August (28,019) 51,590 -54.3% (17,244) 34,620 -49.8% (10,774) 16,969 -63.5% $ 95.50 $ 72.50 September (18,857) 44,534 -42.3% (9,420) 28,359 -33.2% (9,437) 16,175 -58.3% $ 95.50 $ 72.50 October (21,547) 38,724 -55.6% (13,083) 24,852 -52.6% (8,464) 13,872 -61.0% $ 91.75 $ 75.50 November (33,293) 37,593 -88.6% (22,643) 23,833 -95.0% (10,650) 13,759 -77.4% $ 91.75 $ 75.50 December (36,412) 38,673 -94.2% (24,662) 23,641 -104.3% (11,750) 15,032 -78.2% $ 91.75 $ 75.50 January (33,164) 38,621 -85.9% (20,099) 24,749 -81.2% (13,064) 13,873 -94.2% $ 94.75 $ 78.50 February (29,008) 34,883 -83.2% (17,334) 22,636 -76.6% (11,674) 12,247 -95.3% $ 94.75 $ 78.50 March (31,061) 37,664 -82.5% (21,350) 24,603 -86.8% (9,711) 13,060 -74.4% $ 94.75 $ 78.50 April (21,249) 38,029 -55.9% (11,925) 24,099 -49.5% (9,324) 13,930 -66.9% $ 87.75 $ 65.81 May (18,024) 40,735 -44.2% (11,612) 26,442 -43.9% (6,411) 14,293 -44.9% $ 87.75 $ 65.81 June (18,910)1 44,888 -42.1% (11,521) 29,705 -38.8% (7,389)1 15,183 1 -48.7%1 $ 80.00 1 $ 60.00 FY Total (312,564) 495,933 1 -63.0% (191,969) 318,683 -60.2% (120,595) 177,249 1 -68.0% Assumptions: Zero STIG and CT1 generation. Average hydro conditions for Calaveras Project, Western Base Resource, and market prices. Forward electricity prices based on Jan. 5, 2006 TFS Energy indications. There are no forward energy transactions for Lodi during this period. LLH Cost $ (866,166) $ (781,147) $ (684,150) $ (639,035) $ (804,069) $ (887,125) $ (1,025,534) $ (916,406) $ (762,313) $ (613,629) $ (421,938) R 1443.3391 $ (8,844,849) $ 73.3 /mwh $ 95.50 $ 72.50 $ 91.75 $ 75.50 $ 94.75 $ 78.50 $ 85.17 $ 63.88 INDICATED COST OF DEFICIT ENERGY BALANCES Total Cost HLH Cost 2006 July $ (1,923,781) $ (1,057,615) August $ (2,427,955) $ (1,646,808) September $ (1,583,761) $ (899,611) October $ (1,839,434) $ (1,200,399) November $ (2,881,551) $ (2,077,482) December $ (3,149,864) $ (2,262,739) 2007 January $ (2,929,955) $ (1,904,420) February $ (2,558,835) $ (1,642,429) March $ (2,785,232) $ (2,022,919) April $ (1,660,023) $ (1,046,394) May $ (1,440,919) $ (1,018,981) June $ (1,365,033) $ (921,695) Total July -June $ (26,546,343) $ (17,701,494) SPOT net PURC. COST (est) $/MWH (avg.) $ 84.9 /mwh $ 92.2 /mwh LLH Cost $ (866,166) $ (781,147) $ (684,150) $ (639,035) $ (804,069) $ (887,125) $ (1,025,534) $ (916,406) $ (762,313) $ (613,629) $ (421,938) R 1443.3391 $ (8,844,849) $ 73.3 /mwh $ 95.50 $ 72.50 $ 91.75 $ 75.50 $ 94.75 $ 78.50 $ 85.17 $ 63.88 Attachment 3 — Reprint of NCPA Analysis on Market Purchase Opportunity From: Mike Mace Sent: Friday, January 06, 2006 3:51 PM Subject: Possible Near -Term Buying Opportunity for both Natural Gas and Electricity Possible Near -Term Buying Opportunity for both Natural Gas and Electricity Natural gas prices continued their rapid decline yesterday in response to an unprecedented gas storage build of 1 BCf according to the EIA. Expectations were for a withdrawal in the 50-60 Bcf range compared to a five year average withdrawal of 143 Bcf. Storage builds at this point in the winter are extremely rate and this week's number reflects the extraordinary warmer -than -normal conditions of recent weeks. While some industry analysts suggest that this week's storage number is erroneous, the EIA has announced that it does not plan to revise the number. The decline in gas prices combined with recent regional precipitation has caused substantial reductions in forward electric prices for NP15 as well. More importantly, the near term forecast shows warmer than normal conditions persisting across the eastern half of the U.S. for the next 14 days. This should lead to further fundamental downward pressure on both natural gas prices and electricity prices for NP15. However, Risk Management Inc.'s (RMI) technical analysis suggests that the natural gas market is oversold and could possibly experience a sharp short covering rally in the next week. RMI expects the duration of such a rally to be brief. NP15 peak period prices for Q3'06 dropped $5/MWh yesterday to close at $95.50/MWh. While this is a very high price, it is substantially lower than prices just two months ago. Forward natural gas prices for PG&E City gate for Q3'06 are now just under $9/Mwh. Please see slide #1 in the attachment for a listing of yesterday's forward gas and electric prices for NP15. With these fundamentals in place, it is possible that a favorable buying opportunity may arise in the next few weeks. Given that most expectations are for natural gas to average $10/MMBtu for the remainder of 2006, any substantial retreat below $9/MMBtu would present a relatively attractive buying opportunity for either gas or electricity for the remainder of 2006. A number of industry analysts feel that the "fair market" value for natural gas in 2006 is in the $8- $10/MMBtu range. Given the fundamental supply difficulties in the natural gas market, there is a high probability of continued price increases/volatility later in 2006. Therefore given a sufficient drop in gas/electric prices, members may want to lock in forward prices at a "reasonable" range that provides protection against a repeat of the extreme/volatile prices experienced in Q3 & Q4 of last year. Please keep in mind that a favorable buying opportunity could be very brief as there is every expectation of a return to normal winter weather which could cause prices to rise by 10-25% from current levels. Member utilities may want to consider purchasing 20-50% of their remaining 2006/Q1'07 power/gas requirements if the price opportunity presents itself. Obviously, a more significant price retreat would suggest purchasing a larger percentage. Beyond January, the next favorable buying opportunity could take place later this spring. If you have any questions or comments, please feel free to contact me. Michael W. Mace Economist Northern California Power Agency NP15 Forward Wholesale Electric Prices (as of 1/5/06) Electric Prices --------------------------------> Gas Prices -------------------------------> NP15 1/5/2006 1/5/2006 1/5/2006 CT HLH LLH * Baseload SuperPk** NYMEX Basis PG&E CG FEB Bid $75.50 $57.50 $67.76 $87.29 $148.53 $83.33 $141.93 $78.92 Offer $77.00 $59.50 $69.48 $77.17 $9.50 ($1.10) $8.40 MAR Bid $74.50 $55.25 $66.22 Offer $76.50 $58.25 $68.65 $76.81 $9.60 ($1.08) $8.52 Q2 06 Bid $72.25 $45.75 $60.86 Offer $74.25 $48.75 $63.29 $76.11 $9.30 ($0.83) $8.47 Q3 06 Bid $93.50 $70.50 $83.61 Offer $95.50 $72.50 $85.61 $110.78 $9.43 ($0.45) $8.98 Q4 06 Bid $89.75 $73.00 $82.55 Offer $91.75 $75.50 $84.76 $94.32 $10.13 ($0.73) $9.40 Q107 Bid $92.75 $76.50 $85.76 Offer $94.75 $78.50 $87.76 $95.13 $11.13 ($0.75) $10.38 YR 07 Bid $85.75 $65.50 $77.04 Offer $87.75 $66.75 $78.72 $113.80 $9.73 ($0.52) $9.21 YR 08 Bid $80.00 $59.75 $71.29 Offer $82.00 $61.75 $73.29 $106.34 $9.19 ($0.42) $8.77 YR 09 Bid $75.75 $53.75 $66.29 Offer $77.75 $56.75 $68.72 $100.83 $8.67 ($0.39) $8.28 YR 10 Bid $73.00 $50.75 $63.43 Offer $74.00 $52.75 $64.86 $95.97 $8.24 ($0.36) $7.88 **Defined as HE13-HE20, annual values represent Q3 Generation Costs STIG CT $80.00 $136.38 $81.08 $138.18 $80.63 $137.43 $85.22 $145.08 $89.00 $151.38 $97.82 $166.08 $87.29 $148.53 $83.33 $141.93 $78.92 $134.58 $75.32 $128.58 EIA Withdrawal Statistics - U.S. Lower 48 Injections ( Withdrawals) 3 -Nov 35 20 (27) 34 44 21 10 -Nov (4) 35 (48) 32 34 10 17 -Nov (90) 33 (1) (32) (6) (19) 24 -Nov (148) 30 (49) (1) (17) (37) 1 -Dec (73) 4 1 (91) (59) (5) 1 (45) 8 -Dec (147) (17) (162) (111) (88) (105) 15 -Dec (147) (42) (159) (134) (61) (109) 22 -Dec (167) (80) (95) (151) (123) (123) 29 -Dec (208) (126) (123) (80) (178) (143) 5 -Jan (154) (199) 1 (86) (52) (151) (128) 12 -Jan (86) (128) (136) (153) (88) (118) 19 -Jan (73) (118) (219) (156) (110) (135) 26 -Jan (119) (106) (247) (195) (230) (179) 2 -Feb (95) (75) (208) (236) (188) (160) 9 -Feb (87) (174) (150) (224) (176) (162) 16 -Feb (76) (126) (203) (172) (98) (135) 23 -Feb (109) (74) (154) (164) (88) (118) 2 -Mar, (72) (145) (176) (96) (107) (119) 9 -Mar (76) (117) (117) (28) (139) (95) 16 -Mar (18) (92) (85) (46) (95) (67) 23 -Mar (3) (75) 7 (65)(89) (45) 30 -Mar, (58) (61) 37 (18) (59) (32) Storage Level ( BCF) 2748 3,152 3,145 3,155 3,293 3,099 2,744 3,187 3,097 3,187 3,327 3,108 2,654 3,220 3,096 3,155 3,321 3,089 2,506 3,250 3,047 3,154 3,304 3,052 2,434 1 3,254 2,956 3,095 3,299 1 3,008 2,287 3,237 2,794 2,984 3,211 2,903 2,140 3,195 2,635 2,850 3,150 2,794 1,973 3,115 2,540 2,699 3,027 2,671 1,765 2,989 2,417 2,619 2,849 1 2,528 1,611 2,790 2,331 2,567 2,698 2,399 1,525 2,662 2,195 2,414 2,610 2,281 1,452 2,544 1,976 2,258 2,500 2,146 1,333 2,438 1,729 2,063 2,270 1,967 1,238 2,364 1,521 1,827 2,082 1,806 1,151 2,190 1,371 1,603 1,906 1,644 1,075 2,064 1,168 1,431 1,808 1,509 966 1,990 1,014 1,267 1,720 1,391 894 1,845 838 1,171 1,613 1,272 817 1,728 721 1,143 1,474 1,177 799 1,636 636 1,097 1,379 1,109 796 1,5613 1,032 1,290 1,064 738 1,500+--N-011,014 1,231 1,033 NP15 Forward Prices — Feb'06 (Peak period quotes) iu.A r uo4c coir ov rAQ $9 $8 $7 $6 OI O O O O r r r N N N O O W W W W W W W W W W Z Z G 13 G C G 13 G C C G > NP15 Forward Prices — Mar'06 $88 $85 $82 $79 $76 $73 $70 $67 $64 (Peak period quotes) Mid C -NP15 -SP15 PV COB 0 0 0 0 0 N M O O O W Z Z W Z NP15 Forward Prices - Q2'06 $105 $100 $95 $90 $85 $80 $75 $70 $65 $60 $55 $50 $45 $40 (Peak period quotes) Mid C —NP15 —SP15 —PV —COB 0 0 c c c 0 c c 0 0 0 0 0 0 Cl M Q a a Q Q N > V_ > O > a > a ON w U) w CO)O N V ON p Z O N w w 0 o NP15 Forward Prices - Q3'06 (Peak period quotes) —Mid C —NP15 —SP15 —PV —COB $125 $120 $115 $110 $105 $100 $95 $90 $85 $80 $75 $70 $65 Ln un un 0 0 o un cn ccs cA W un cn o cc 0 00 0 0 0 0 0 0 0 0 0 0 0 0 of ri W ao m ori ao Ln ti ad Ui cc ai N r N O O T_ N r NO r O r O d a a > > L v z Q Q 0 0 Z Z 0 93 NP15 Forward Prices - (Peak period quotes) —Mid C —NP15 —SP15 —PV —COB $110 $105 $100 $95 $90 $85 $80 $75 Q4'06 $70 1.r LO Ln O O Ln O Ln O LO O LA O LO O LA O O O O O O O O t0 O p O CD r O N O CO r N r CO O Li'l r M M N O H H V V H V H V > O > O > O > O 0 W 0 W V W 0 Z W Q 0 0 0 0 Z Z Z z c o c c NP15 Forward Prices — CY'07 (Peak period quotes) -Mid C -NP15 -SP15 -PV -COB $100 $95 $90 $85 $80 $75 $70 $65 $60 $55 $50 $45 gn 0 Ln 0 WLO CR o LO 0 W 0 LO c Ln c LO c W 0 W 0 W) c Ln 0 Ln 0 Ln 0 W) 0 Ln 0 W) 0 M 00 z > C4 C4 z T_ m � C) W a � W a v_ a a a r le z O J N J Ln T_ 0 O a v N a v r � O 0 O > O z N > O z Ln r U c $16 $15 $14 $13 $12 $11 $10 $9 $8 $7 $6 $5 Forward NYMEX Gas Prices by Qtr Q1.06 Q2.06 Q3.06 Q4.06 O O O O O O O O O O O O O O O O O O O M r ON N N N CO O CO CO O C1 t0 CD CO O N r O N r O N r M N O N r O N r O N r r N M M le Ln Ln CO CO 1` CO CO Cn O O r N N O O O O O O O O O O O O O O r r r r r $135 $130 $125 $120 $115 $110 $105 $100 $95 $90 $85 $80 $75 $70 $65 $60 $55 $50 Forward N P 15 Peak Period Electric Prices Q1.06 Q2.06 Q3.06 Q4.06 r N M (D r— Oro C O N M Ln W ti CO C O N M K r r r r r r r r r r N N N 04 N N Temperatures rye � too l0y� /�0 /� r I I 3 80 0 r I I I I 80 0 I 5 I 70 7D ' A B w a SD a "D a 33 $ 6-10 DAY OUTLOOK TEMP PROBABILITY MADE 6 Jan 2006 VALID Jan 12 — 16. 2006 - 6 to 10 Day Outlook d r', T° C�TOLOGr VALUILS ABOVE (A) OR BELOW (BM B MORMR4 ONSHROEO AREAS RRE NEAR-NORMAL � t J �� J 1 •• f .. Temperatures - 8 to 14 Day Outlook r 0Q too too I r sO 0 If !r 5 80 0 I 'S I 70 7D'` A B 90 0 - - 50 0 qO 0 SS yo- 8-19 DAY OUTLOOK TEMP PROBABILITY MADE 6 Jan 2006 VALID Jan l9 — 20. 2006 S r J p ON P[B [ �E�iI"nRE RiiRE C�C*DLOGT WRLUES DSVE [RD OR SELON Cal MOLL UNSHROEO REA$ ARE NEM-Nomft. Preciptiation — 6 to 10 Day Outlook too too 80 0 90 0 70 70 A B s0 0 90 0 q0 0 a3 a 6-10 OAY OUTLOOK PRCP PROBABILITY MADE 6 Jan 2006 VALID Jan 12 — 16. 2006 dppgg�� o TEx7NCrr'+CcSE$fi�+NiiRERfiLRRE FCST VALUES ABOVE [R1 OR BELOx (81 NEDLRN OxS�1N1DD RERS R a xCAR-HEDIRN 33 - .... ......... dppgg�� o TEx7NCrr'+CcSE$fi�+NiiRERfiLRRE FCST VALUES ABOVE [R1 OR BELOx (81 NEDLRN OxS�1N1DD RERS R a xCAR-HEDIRN Preciptiation - 8 to 14 Day Outlook 100 i0Q 90 0 80 0 7O TO A B GO 0 so 0 q0 0 $3 2 J 8-19 DAY OUTLOOK PROP PROBABILITY MADE 6 Jan 2006 VALID Jan 1q — 20. RESOLUTION NO. 2006-20 A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE CITY MANAGER AND ELECTRIC UTILITY DIRECTORTO PROCURE ENERGY REQUIREMENTS THROUGH FISCALYEAR 2007 WHEREAS, the City of Lodi must procure wholesale energy in order to meet its load serving obligations to its customers for fiscal year 2007 and beyond, with the amount of wholesale energy that must be procured ranging from 42% to 94% of Lodi's total load serving obligation; and WHEREAS, to begin reducing Lodi's exposure to this market volatility, staff recommends procurement through Northern California PowerAgency (NCPA) of 80% to 90% of Lodi's net open position for the 3" quarter of 2006 and 65% to 75% of Lodi's net open position for the 4"' quarter of 2006, which will help to address the immediate issue associated with short-term volatility; and WHEREAS, staff further recommends that the balance of fiscal year 2007, or 1 St and 2nd quarters of 2007, will need to be procured through contracts executed directly by the City of Lodi, which will be brought before the City Council for approval at a later date; and WHEREAS, similarly, additional longer-term resource procurement decisions, which begin reducing open positions two and three years out, will establish further price certainty and either allow Lodi to take advantage of decreasing prices in the future on the balance of Lodi's net open position or reduce Lodi's exposure to rising prices on the balance of the net open position. NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that: The City Manager and Electric Utility Director are hereby authorized to procure energy for fiscal year 2007 in the amounts of the net open position and at costs of up to 150% of costs of procurement of the net open position as estimated and shown on ExhibitA attached hereto. • That NCPA is authorized to implement automatic purchases of the net open position for the 3`1 and 4"' quarters of 2006 in amounts specified by the City Manager or Electric Utility Director should prices reach thresholds established by the City Manager or Electric Utility Director and a net open position for the quarter remain. • That the City Manager and the Electric Utility Director are hereby authorized to direct NCPA to replace any amount of energy at currently prevailing prices in the event of a failure or disablement of any one of Lodi's owned resources. • City staff shall report to Council, in accordance with Energy Risk Management Policies, on the status and cost of purchasesfor fiscal year 2007. City staff, through the Risk Oversight Committee established as part of the Energy Risk Management Policies, shall continue to develop and refine a long- term laddering strategy for energy procurement over the next 36 months. • City Council hereby rescinds any previous procurement authorization granted to the City Manager and/or Electric Utility Director, including but not limited to Resolution No. 2001-246, and replaces those authorizations with the authority granted under this Resolution. NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby authorize the City Manager and Electric Utility Director to procure energy required to meet load -serving obligations cf Lodi Electric through fiscal year 2007 in accordance with the City of Lodi Energy Risk Management Policies (at an amount not to exceed $39.8 million). Dated: January 18,2006 -------- -------==- ___---- -- hereby certify that Resolution No. 2006-20 was passed and adopted by the Lodi City Council in a regular meeting held January 18, 2006, by the following vote: AYES: COUNCIL MEMBERS -Beckman, Hansen. Johnson, Mounce, and Mayor Hitchcock NOES: COUNCIL MEMBERS - None ABSENT: COUNCIL MEMBERS - None ABSTAIN: COUNCIL MEMBERS - None -SUSAN J. BLACKSTON City Clerk 2006-20 Attachment 2 -Cost of Procuring Wholesale Energy at January 5,2006 Prevailing Prices Jan. 5.2006 2046 2007 Assumptions: Z8rD STIG and CTI generation Lodi Total Lodi 14LH Lodi LLH HLH LLH Average hydro conditions for Calaveras Project, Western Base Resource, and market prices Su lus! Deflc Load % of load Su lust Deficit Load % of Load Su lu Defl Load % of Load SMM I $IMWH July (23,022} 50,000 -46.0% (11,075) 31,145 -35.6% (11,947) 18,855 -63.4% $ 95.50 S 72.50 August (28,019) 51,590 -54.3% (17,244) 34,620 -49.8% (10,774) 18,969 -616% $ 95.50 $ 72.50 September (18,657) 44,534 -42.3% (9,420) 28,359 -33.2% (9,437) 16,175 58.3% $ 95.50 ; 72.50 October (21,547) 38,724 -55.6% (13,083) 24,852 -52.6% (8,454) 13,672 -61.0% $ 91.75 $ 75.50 November (33,293) 37,593 58.6% (22,643) 23,833 -95.0% (10,650) 13,759 -77.4% $ 91.75 $ 75.50 December (36,412) 38,673 -94.2% (24,662) 23,641 -104,3% (11 1.7M 15,032 -782% S 91.75 S 75.50 January (33,164) 38,621 -85.9% (20,099) 24,749 -81.2% (13,064) 13,873 -94.2% S 94.75 S 78.50 February (29,008) 34,883 -83.2% (17,334) 22,636 -76.6% (11,674) 12,247 -95.3% S 94.75 $ 78.50 March (31,061) 37,864 -82.5% (21,350) 24,603 -66.8% (9,711) 13,080 -74.4% 5 94.75 $ 78.50 April (21,249) 38,029 55.9% (11,925) 24,099 -49.5% (9,324) 13,930 -66.9% S 87.75 $ 65.81 May (18,024) 40,735 -44.2% (11,612) 26,442 -43.9% (6,411) 14,293 -44.9% S 87.75 $ 65.81 June (18,910) 44.8MI 42.1% (11,521) 29,705 -38.8% (7,389) 15,1831 48.7%1$ 80.001$ 60.00 FY Total (312,564) 495,933 1 -63.0% (191,969) 318,683 -60.2% (120,595)1 177,249 58.096 Assumptions: Z8rD STIG and CTI generation Average hydro conditions for Calaveras Project, Western Base Resource, and market prices Forward electricity prices based on Jan. 5, zoo6 TFS Energy Indications. There are no forward energy transactions for Lodi during this period. INDICATED COST OF DEFICIT ENERGY BALANCES Total ost I L" Coe 2006 July $ (1,923,781) $ (1,057,615) $ (866,166) August $ (2,427,955) $ (1,646,808) $ (781.147) Se tember $ 1,583761 $ (899,611) $ (684,150) Octobe $ (1,839,434) $ (1,200,399) $ (639.035) Novembe $ (2,881,551) $ (2,077,482) $ (804,069) DecemberJ $ (3,149,864) $ (2,262,739) $ (687.125) 2007 Janualy( $ (2,929,955) S (1,904,420) S (1,025,534) Febzua $ (2,558,835) $ (1,642,429) $ (916,406) April $ (1,660,023) $ (1,046,394) $ (613,629) May $ (1,440,919) $ (1,018,981) $ (421.938) Total July -June (26,846,843) $ (17,701,494) $ (8,844,849) $ $ 95.50 $ 72.50 $ 91.75 $ 75.50 $ 94.75 $ 78.50 $ 85.17 $ 63.88 M x ter.■