HomeMy WebLinkAboutAgenda Report - April 20, 2011 I-0114*1
AGENDA ITEM
CITY OF LODI
,. COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Approving the NCPA Natural Gas Program Agreement and
Authorizing Execution by the City Managerand Administration by the Electric Utility
Director
MEETING DATE: April 20, 2011
PREPARED BY: Electric Utility Director
RECOMMENDED ACTION: Adopt a resolution approving the NCPA Natural Gas Program
Agreement and authorizing execution by the City Manager and
administration by the Electric Utility Director.
BACKGROUND INFORMATION: The City of Lodi is a Project Participant in the Lodi Energy Center
and other natural gas fired generation facilities. The Lodi Energy
Center is a 280 MW natural gas fired generation facility that is
scheduled to become commercially operational by June 2012. As a result, Lodi now has a need to
procure natural gas through the use of forward market purchases to assure greater rate stability for its
customers.
In response to this need, Northern California PowerAgency, through coordination with Lodi staff, has
developed a Natural Gas Purchase Program that can be used by Lodi to purchase natural gas as fuel for
electric power generation for the benefit of our electric customers. If Lodi elects to become a Participant
in the Natural Gas Purchase Program, Lodi may direct NCPAto purchase natural gas to reducethe
portion of its natural gas needs that would otherwise have to be obtained in a potentially volatile spot
market, thereby assuring greater rate stability for our electric customers. The Natural Gas Program
Agreement is included as Attachment to this staff report. Participation in the Natural Gas Purchase
Program will also provide a means for Lodi to take advantage of reduced procurement costs through
economies of scale, and will enable Lodi to diversify its counterparty risk by subscribingto a more diverse
portfolio of natural gas contracts than if Lodi individually selected a single natural gas supplier.
In addition to purchasing natural gas for physical delivery through the Natural Gas Purchase Program,
Lodi may also elect to have the opportunityto stabilize its long-term natural gas fuel costs and budgets
through the use of financial market transactions. In order for Lodi to use financial transactions to stabilize
its natural gas fuel costs, it must execute the Financial Addendum attached to the Natural Gas Program
Agreement as Exhibit C. Use of financial transactions and execution of the Financial Addendum is purely
voluntary and is not required to participate in the Natural Gas Purchase Program.
Lodi, as a Participant in the Natural Gas Purchase Program, can direct NCPA to procure natural gas on
its behalf from third parties using competitive bids submitted in responseto a NCPA Request For
Proposals, or through direct purchasesfrom the State Department of General Services ("DGS) Gas
Program, or its successor program, so long as the DGS program is available. All procurement of natural
gas under the Natural Gas Purchase Program must meet certain conditions, including 1) all market
Konradt Bartlam, City Manager
Adopt Resolution Approving the NCPA Natural Gas Program Agreement and Authorizing Execution by the City Manager and
Administration by the Electric Utility Director
April 20, 2011
Page 2 of 3
purchases of natural gas shall be consummated in accordance with all NCPA Energy Risk Management
Policy requirements including those limiting the term and volume of Natural Gas transactions; 2) each
market purchase of natural gas, including the purchase of physical call options for natural gas, shall be
capable of physical delivery (unless Lodi executes the financial addendum to the Natural Gas Program
Agreement, in which case Lodi may direct NCPA to purchase financially equivalent transactions); 3) the
third party Gas Purchase Agreements used to purchase natural gas shall be in the form of industry -
standard forms of agreement for natural gas purchases. In any given instance, however, such agreement
may be modified in the discretion of the NCPA General Manager and NCPA's General Counsel, after
consultation with Lodi, to include additional terms and conditions approved by Lodi; and 4) any
environmental attributes associated with a given natural gas purchasewill be procured by NCPA for the
proportionate benefit of the Participants, including Lodi, that have subscribed to a given transaction.
Lodi, as a Participant in the Natural Gas Purchase Program will identify Designated Representatives to
authorize NCPA and approve a third party Gas Purchase Agreement NCPAwill use to purchase natural
gas by executing a Participant Purchase Confirmation substantially in the form of ExhibitA to the Natural
Gas Program Agreement.
Third Partv Gas Purchase Agreements
NCPA will procure natural gas on behalf Lodi through use of i nd ustry-sta ndard forms of agreement for
natural gas purchases as provided in Exhibit B of the Natural Gas Program Agreement. NCPA staff,
working in conjunction with its Special Counsel, has developed a standard form NAESB base contract,
and a set of special provisionsthat are attached to the standard form Northern American Energy
Standards Board (NAESB) base contract, to be used to purchase natural gas underthe Natural Gas
Purchase Program. NCPA will use its standard form NAESB base contract with special provisions to
negotiate master natural gas purchase agreements with credit worthy suppliers.
In addition to NCPA's standard contract, NCPA has developed a model credit support addendum, and
associated special provisions to the model credit support addendum, to be used in conjunction with the
NCPA standard form NAESB base contact as required.
Natural Gas Purchase Program Costs and Security Account
The costs for participating in the Natural Gas Purchase Program include 1) a monthlyfixed charge of
$600, 2) a proportionate share of variable program costs (referred to as Variable GPP Costs) based on
Lodi's activity in the program, 3) transaction specific costs associated with Lodi's natural gas
transactions, and 4) commodity costs specific to Lodi's natural gas transactions. In addition to the costs
listed above, Lodi will be charged its proportionate share of program start-up costs, which include staff
costs, legal costs, and costs associated with establishing the third party Gas Purchase Agreements that
will be used underthe Natural Gas Purchase Program. Lodi's share of program start-up costs will be
equal to its normalized Participation Percentage in the Lodi Energy Center.
Lodi, as a Participantin the Natural Gas Purchase Program will also be required to deposit into an NCPA
Security Account an amount equal to the highestthree months of estimated commodity costs for all
natural gas transactions Lodi has or will subscribe to as estimated by NCPA, either in cash or through a
letter of credit. Lodi's SecurityAccount deposit will be monitored by NCPA to ensure it is sufficient to
support Lodi's procurement activities. Additional funds would be deposited in the SecurityAccount if the
level of funds is deficit. In addition to the regular processfor funding the SecurityAccount, NCPA has the
rightto request Lodi make emergency deposits into the SecurityAccount in order to support Lodi's
obligations.
Adopt Resolution Approving the NCPA Natural Gas Program Agreement and Authorizing Execution by the City Manager and
Administration by the Electric Utility Director
April 20,201 1
Page 3 of 3
Recommendation
Staff recommendsthat the City Council delegates authority to the City Manager to execute the Natural
Gas Program Agreement to provide a means for Lodi to reduce the portion of its natural gas needs that
would otherwise have to be obtained in a potential lyvolatile spot market, through the use of forward
market purchases of natural gas; thereby assuring greater rate stability for its customers with
administration by the Electric Utility Director.
FISCAL IMPACT: The cost of developing the Natural Gas Purchase Program will be billed based on
actual costs, and will be allocated to each memberwho elects to participate in the
program, including Lodi, in proportion to its normalized project participation
percentage in the Lodi Energy Center. Monthly charge cf $600 to participate in the
program and a security deposit or letter of credit. All prospective costs associated
with management and administration of the Natural Gas Purchase Program will be
included in the NCPAAnnual Budget, and will be allocated to those members who
elect to participate in the program, including Lodi, in accordance with the Natural
Gas Program Agreement.
FUNDING: Included in Fiscal Year 2010/11 EUD Budget Account No. 160642.
Jordan Ayers
Deputy City Manager/Internal Services Director
Eli eth A. K rkley
Electric Utility Director
PREPARED BY: Matt Foskett, Rates and Resources Manager
EK/MF/Ist
NATURAL GAS PROGRAM AGREEMENT
NATURAL GAS PROGRAM AGREEMENT
This NATURAL GAS PROGRAM AGREEMENT ("this Agreement") is
made effective as of ("the Effective Date"), by and among the
Northern California Power Agency, a joint powers agency cf the State of
California ("NC PA) and those of its Members who execute this Agreement
("Participants ").NCPA and the Participants are referred to herein individually
as a "Party" and collectively as the "Parties".
RECITALS
A. NCPA and the Participants are interested in purchasing Natural
Gas as fuel for electricity generation for the benefit of the Participants' customers.
B. The Participants, through forward market purchases of Natural
Gas, and physical call options for Natural Gas, seek to reduce the proportion cf
their Natural Gas needs that would otherwise have to be obtained in a
potentially volatile spot market, thereby assuring greater rate stability for their
retail customers.
C. The Participants desire that NCPA negotiate and enter into term
agreements to purchase Natural Gas from creditworthy suppliers that
simultaneously allow Participants to diversify their counterparty risk by
subscribing to a more diverse portfolio of Natural Gas contracts than if each
Participant individually selected a single Natural Gas supplier.
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NATURAL GAS PROGRAM AGREEMENT
D. The Participants further desire to enable and obligate NCPA to
conduct the foregoing activities, and deliver electric energy generated from these
Natural Gas purchases to the Participants, and to enable and obligate the
Participants to pay for such Natural Gas and to pay NCPA for the costs cf
undertaking the foregoing activities.
E. The Participants may also desire to participate in NCPA gas-fired
projects, including, for example, the Lodi Energy Center, for which the
purchasing cf Natural Gas will be necessary, and the Participants desire that
such purchases be made through this Agreement.
NOW THEREFORE, in consideration cf the foregoing, and the mutual
promises and covenants hereinafter set forth, and other good and valuable
consideration, the receipt and sufficiency cf which are hereby acknowledged, the
Parties agree and intend to be legally bound as follows:
Section 1. Definitions.
1.1 Definitions. Whenever used in this Agreement (including the
Recitals hereto), the following terms shall have the following respective
meanings:
Section 7.3.1.
1.1.1 "Adjusting Participant" has the meaning set forth in
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NATURAL GAS PROGRAM AGREEMENT
1.1.2 "Agreement" means this NCPA Natural Gas Program
Agreement, including all Exhibits, attached hereto, as the same may be
amended from time to time in accordance with the terms and conditions
hereof.
1.1.3 "All Resources Bill" means the single, combined monthly
bill from NCPA to a Participant with respect to all NCPA programs and
projects.
Section 7.2.
1.1.4 "Allocating Participant" has the meaning set forth in
1.1.5 "Annual Budget" means the budget for the ensuing
Fiscal Year adopted by the Commission, as it may be amended from time to
time.
NCPA.
1.1.6 "Associate Member" means an associate member of
1.1.7 "Business Day" means any day except a Saturday,
Sunday, or a Federal Reserve Bank holiday. A Business Day shall open at 8:00
a.m. and close at 5:00 p.m. local time.
1.1.8 "Claims" has the meaning set forth in Section 10.2.
1.1.9 "Commission" means the NCPA Commission.
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NATURAL GAS PROGRAM AGREEMENT
1.1.10 "Commodity Costs" means the cost billed to NCPA by a
third party seller cf Natural Gas for an Eligible Gas Purchase under this
Agreement.
1.1.11 "Constitutive Documents" means, with respect to NCPA,
the Joint Powers Agreement and any resolutions or bylaws adopted
thereunder, and with respect to each Participant, the California Government
Code and other statutory provisions applicable to such Participant, any
applicable agreements, charters, contracts or other documents concerning the
formation, operation or decision making cf such Participant, including, if
applicable, its City Charter, and any codes, ordinances, bylaws, and
resolutions adopted by such Participant's governing body.
1.1.12 "Contract Price" means, with respect to any Eligible Gas
Purchase under this Agreement, the price per MMBtu listed in the applicable
Transaction Confirmation.
1.1.13 "Deal Capture System" means NCPA's internal database
that includes all cf the GPP transactions and related details, such as
scheduling, payments, price, delivery dates, participant subscriptions, and
the counterparties.
9.1.
1.1.14 "Defaulting Party" has the meaning set forth in Section
E
NATURAL GAS PROGRAM AGREEMENT
1.1.15 "Designated Representatives" means with respect to
NCPA, its General Manager and its General Counsel; and with respect to
each Participant, its Utility Director (an employee other than the Utility
Director may be designated by resolution cf the Participant's governing
body) and its City Attorney or General Counsel.
1.1.16 'DGS Program" means the State cf California
Department cf General Services Natural Gas Services Program or equivalent,
including a successor program undertaken by a joint powers agency formed
by the State cf California Department cf General Services for this purpose.
1.1.17 "Effective Date" has the meaning set forth in the
preamble hereto.
1.1.18 "Electric System" means, with respect to each Participant
except the San Francisco Bay Area Rapid Transit District ("BART"), all
properties and assets, real and personal, tangible and intangible, cf the
Participant now or hereafter existing, used or pertaining to the generation for
resale, transmission, transformation, distribution or sale cf electric capacity
and energy, or the utilization cf such, including all additions, extensions,
expansions, improvements and betterments thereto and equipment thereof;
provided, however, that to the extent the Participant is not the sole owner cf
an asset or property or to the extent that an asset or property is used in part
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NATURAL GAS PROGRAM AGREEMENT
for the above described purposes, only the Participant's ownership interest in
such asset or property or only the part of the asset or property used for
electric purposes shall be considered to be part of its Electric System.
1.1.19 "Eligible Gas Purchase" means a market purchase of
Natural Gas, or a market purchase cf a physical call option for Natural Gas,
from a third party that has been approved by any Party through their
execution of Participant Purchase Confirmation as an Eligible Gas Purchase in
accordance with Section cf this Agreement.
1. 1.20 "Environmental Attributes" means any and all credits,
benefits, emissions reductions, offsets, and allowances, howsoever entitled,
directly attributable to an Eligible Gas Purchase. Environmental Attributes
include but are not limited to: (l)any avoided emissions cf pollutants to the
air, soil or water such as sulfur oxides (SOx), nitrogen oxides (NOx), carbon
monoxide (CO) and other pollutants; (2) any avoided emissions cf carbon
dioxide (CO2), methane (CH4) and other greenhouse gases (GHGs) that have
been determined by the United Nations Intergovernmental Panel on Climate
Change to contribute to the actual or potential threat of altering the Earth's
climate by trapping heat in the atmosphere; and (3) the reporting rights to
these avoided emissions such as Green Tag Reporting Rights. Environmental
Attributes do not include: (1)any energy, capacity, reliability or other power
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NATURAL GAS PROGRAM AGREEMENT
attributes; (2)production tax credits associated with the construction or
operation cf the energy projects and other financial incentives in the form cf
credits, reductions, or allowances associated with the project that are
applicable to a state or federal income taxation obligation; (3) fuel -related
subsidies or "tipping fees" that may be paid to seller to accept certain fuels, or
local subsidies received by the generator for the destruction cC particular pre-
existing pollutants or the promotion cf local environmental benefits; or (4)
emission reduction credits encumbered or used by a generating unit(s) for
compliance with local, state, or federal operating and/or air quality permits.
1. 1.21 "Event cf Default" has the meaning set forth in Section
5.5.3 and Section 9.1.
1. 1.22 "Fiscal Year" means the NCPA fiscal year; currently the
twelve month period beginning July 1 and ending on the next following June
30.
1. 1.23 "GPA" or "Gas Purchase Agreement" means an
agreement for the purchase and/or delivery of Natural Gas entered into by
NCPA with Third Parties. The GPA shall be in the form cf a standardized
industry agreement, a separately negotiated agreement reflecting NCPA's
preferred terms, or a combined purchasing agreement such as the DGS
Program, with such modifications as have been approved by the
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NATURAL GAS PROGRAM AGREEMENT
Commission, provided that, in any particular instance, a GPA may be
modified in the discretion of the NCPA General Manager and NCPA General
Counsel, after consultation with the Participants, where such modifications
are reasonably required in order to consummate or transact under the GPA.
A list of currently approved GPAs is attached hereto as Exhibit B.
1. 1.24 "GPP" or "Gas Purchase Program" means the NCPA Gas
Purchase Program established by this Agreement, consisting of all Eligible
Gas Purchases hereunder and all Participants hereto as program Participants.
1. 1.25 "GPP Costs" includes Fixed GPP Costs and Variable GPP
Costs (each including administrative and general overhead costs), other than
Transaction Specific Costs and Commodity Costs associated with this GPP.
"Fixed GPP Costs" are those costs deemed to be incurred by NCPA
regardless of whether NCPA transacts with Third Parties under this
Agreement, including start-up costs and attorneys' fees. "Variable GPP
Costs" are those costs that are common to all Participants under this
Agreement but are expected to vary with the size and scope of the GPP
established under this Agreement, including NCPA staff time.
1. 1.26 "JointPowers Agreement" means that certain Amended
and Restated Northern California Power Agency Joint Power Agreement
dated as of January 1,2008, as the same may be amended from time to time.
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NATURAL GAS PROGRAM AGREEMENT
1. 1.27 "Maximum Contract Price" means the applicable lawful
ceiling price for Natural Gas at the time an Eligible Gas Purchase is
consummated as determined by a jurisdictional regulatory authority.
1. 1.28 "Member" means any Member of NCPA or Associate
Member of NCPA.
1. 1.29 "MMMtu" means 1,000,000 British Thermal Units.
1. 1.30 "MMMtu/day" means MMMtu per day.
1.1.31 "Natural Gas" means methane, biomethane or any other
gaseous fuel capable of being used to generate electricity at an NCPA Project
to meet a Participant's load.
hereto.
1.1.32 "NCPA has the meaning set forth in the preamble
1. 1.33 "NCPA Project" means any project which has progressed
beyond the First Phase, and has been declared to be an NCPA Project by the
Commission.
hereto.
1.1.34 "Participant" has the meaning set forth in the preamble
1. 1.35 "Participant Purchase Confirmation" means a
Participant's written and properly executed confirmation of a transaction to
acquire an Eligible Gas Purchase, substantially in the form cC Exhibit A.
10
I►/:yrIJ T. -II I:.11uyM[61.114 a a851a041
1. 1.36 "Party" or "Parties" has the meaning set forth in the
preamble hereto; provided that "Third Parties" are entities that are not party
to this Agreement.
1. 1.37 "Procure" and other forms cf such verb, including
Procurement, Procuring, and Procured, means acquiring Natural Gas through
Eligible Gas Purchases with Third Parties.
Section 3.1.
1.1.38 "Procurement Conditions" has the meaning set forth in
1. 1.39 "Revenues" means, with respect to each Participant with
the exception cf BART, all income, rents, rates, fees, charges, and other
moneys derived by the Participant from the ownership or operation of its
Electric System, including, without limiting the generality cf the foregoing:
(a) all income, rents, rates, fees, charges or other moneys derived from the
sale, furnishing and supplying of electric capacity and energy and other
services, facilities, and commodities sold, furnished, or supplied through the
facilities of its Electric System; (b) the earnings on and income derived from
the investment cf such income, rents, rates, fees, charges or other moneys to
the extent that the use cf such earnings and income is limited by or pursuant
to law to its Electric System; and (c) the proceeds derived by the Participant
directly or indirectly from the sale, lease or other disposition cf all or a part cf
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NATURAL GAS PROGRAM AGREEMENT
the Electric System, but the term Revenues shall not include (i) customers'
deposits or any other deposits subject to refund until such deposits have
become the property cf the Participant or (ii) contributions from customers
for the payment cf costs cf construction cf facilities to serve them. In regards
to BART, Revenues means, all income, rents, rates, fees, charges, grants, fares
or tariffs, subventions and other moneys derived by the Participant from its
operation including, without limiting the generality cf the foregoing, (i) the
earnings on and income derived from the investment of such income, rents,
rates, fees, charges grants, fares or tariffs, subventions or other moneys and
(ii)the proceeds derived by the Participant directly or indirectly from the sale,
lease or other disposition of all or a part cf its assets, but the term Revenues
shall not include any moneys derived from sources the use of which is limited
by law to expenditures other than operating expenses.
1.1.40 "Security Account" means the account establishedby
NCPA and funded by the Participants in accordance with Section 5.3, the
funds of which are available for use by NCPA in accordance with the terms
and conditions hereof.
1.1.41 "SubscriptionPercentage" means that proportion cf an
Eligible Gas Purchase that a Participant subscribes to in writing through a
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NATURAL GAS PROGRAM AGREEMENT
Participant Purchase Confirmation in accordance with the terms cf this
Agreement.
1. 1.42 "Term" has the meaning set forth in Section 8.
1. 1.43 "TransactionConfirmation" means a document which is
the confirmation of the terms cf an Eligible Gas Purchase as defined in the
GPA used by NCPA to Procure Natural Gas for an Eligible Gas Purchase.
1.1.44 "Transaction Specific Costs" means any and all costs,
except for Commodity Costs, arising after execution cf an Eligible Gas
Purchase and directly or indirectly incurred by NCPA as a result cf entering
into a specific transaction to acquire an Eligible Gas Purchase. Transaction
Specific Costs include, but are not limited to termination payments, or
counterparty requests for assurances, related legal fees and associated staff
time.
1. 1.45 "WithdrawingParticipant" has the meaning set forth in
Section 7.3.1.
1.2 Rules cf Interpretation. As used in this Agreement (including the
Recitals hereto), unless in any such case the context requires otherwise: the terms
"herein," "hereto," "herewith" and "hereof' are references to this Agreement
taken as a whole and not to any particular provision; the term "include,"
"includes" or "including" shall mean "including, for example and without
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NATURAL GAS PROGRAM AGREEMENT
limitation;" and references to a "Section," "subsection," "clause," or "Exhibit"
shall mean a Section, subsection, clause or Exhibit cf this Agreement, as the case
may be. All references to a given agreement, instrument or other document shall
be a reference to that agreement, instrument or other document as modified,
amended, supplemented and restated through the date as cf which such
reference is made, and reference to a law, regulation or ordinance includes any
amendment or modification thereof. A reference to a "person" includes any
individual, partnership, firm, company, corporation, joint venture, trust,
association, organization or other entity, in each case whether or not having a
separate legal personality and includes its successors and permitted assigns. The
singular shall include the plural and the masculine shall include the feminine,
and vice versa.
Section 2. Effectiveness of Agreement. This Agreement shall be effective as
to each Participant on the Effective Date subject to the provisions for new
Participants in Section 7.2 below.
Section 3. Procurement Processes. NCPA may Procure Natural Gas either: (i)
from third parties under competitive bids submitted in response to a NCPA
Request For Proposals ("RFP Process"), or (ii) through direct purchases from the
DGS Program, or if the DGS Program terminates, then through an equivalent
program that replaces the DGS Program ("DirectPurchase Process")
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NATURAL, GAS PROGRAM AGREEMENT
3.1 Procurement Conditions. All Procurements cf Natural Gas shall
meet the following conditions:
(i) Each market purchase shall be an Eligible Gas Purchase,
consummated in accordance with all NCPA Energy Risk Management Policy
requirements including those limiting the term and volumes of Natural Gas
transactions;
(ii) Each market purchase cf Natural Gas, including the purchase cf
physical call options for Natural Gas, shall be capable cf physical delivery.
However, financially equivalent transactions may be executed T the Participant
in such financially equivalent transaction executes a financial addendum to this
Agreement, in the form attached hereto as Exhibit C;
(iii) The Contract Price for purchasing Natural Gas in an Eligible
Gas Purchase shall not exceed the Maximum Contract Price;
(iv) The GPA(s) utilized to Procure Eligible Gas Purchases shall be
in the form cf industry -standard forms cf agreement for Natural Gas purchases
as provided in Exhibit B, provided, however, that the GPA may, in any given
instance, be modified in the discretion of the NCPA General Manager and
NCPA's General Counsel, after consultation with the Participants, to include
additional terms and conditions approved by the Parties' Designated
Representatives;
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NATURAL GAS PROGRAM AGREEMENT
(v) Any Environmental Attributes associated with a given Eligible
Gas Purchase will be Procured by NCPA for the proportionate benefit of the
Participants according to their Subscription Percentage.
3.2 Participant Approval cf Procurement Process and an Eligible Gas
Purchase. Each Participant acknowledges and agrees to be bound by their
Designated Representatives' execution cf a Participant Purchase Confirmation
substantially in the form of Exhibit A hereto for each corresponding GPA. Each
Participant acknowledges and approves of the terms of the corresponding GPA
for subscription to an Eligible Gas Purchase, and agrees to pay for its share of the
Natural Gas purchased thereunder.
3.3 NCPA Approval cf Procurement Process and an Eligible Gas
Purchase. NCPA acknowledges and agrees, upon receipt cf a Participant
Purchase Confirmation substantially in the form cf Exhibit A hereto to enter into
the corresponding GPA for the Procurement cf an Eligible Gas Purchase for the
benefit cf the Participant. Provided, however, that NCPA shall not enter into a
GPA for any Participant which has (i) failed to maintain a fully funded Security
Account as required by Section 5.3, or (ii) is otherwise in default under the
terms cC this Agreement. NCPA may, but is not obligated to, decline to enter
into a GPA for any Participant which has failed to timely report the status of its
Electric System operating reserve as required by Section 5.5.3. NCPA shall
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NATURAL GAS PROGRAM AGREEMENT
transmit a copy cf each such status report to each Participant other than the
Participant which submitted it within ten (10) business days after its receipt, but
otherwise shall be under no duty or obligation to review such reports or to take
any action or refrain from taking any action based upon the contents cf such
report.
3.4 Delivery cC Natural Gas and Environmental Attributes. Any
Natural Gas delivered to NCPA from an Eligible Gas Purchase shall be credited
to each Participant in proportion to such Participant's Subscription Percentage
for such Eligible Gas Purchase and each Participant shall accept and pay for its
relevant percentage cf such Natural Gas. To the extent NCPA is physically
unable to accept such deliveries in full on behalf cC a Participant, NCPA shall
dispose of such surplus in its discretion, in a manner intended to maximize value
to the Participant and consistent with any applicable project or operating
agreements between NCPA and the Participant, without recourse by the
Participant against NCPA. EnvironmentalAttributes obtained by NCPA as a
result cf performance under this Agreement shall likewise be allocated to the
Participants in proportion to their Subscription Percentage.
3.5 Payments to Counterparties. NCPA shall pay all costs incurred
hereunder using funds received from Participants during the normal course cC
billing under the NCPA All Resources Bill, or as necessary from operating funds
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NATURAL GAS PROGRAM AGREEMENT
or Security Account funds, paid to NCPA in accordance with Section 5, or such
other sources as may be agreed upon in writing by -the Parties from time to time,
or as specified in a Participant Purchase Confirmation.
3.6 Removal cC Eligible Gas Purchases from GPP. Any Eligible Gas
Purchase that delivers Natural Gas to NCPA under a GPA shall be automatically
removed from the GPP on the date its Transaction Confirmation terminates or
expires and all financial obligations thereunder are extinguished. Participants
agree that any Eligible Gas Purchase which has not already been removed from
the GPP as a result cf an expiration or termination cf its Transaction
Confirmation shall continue to be included in the GPP until such time as NCPA
in its discretion approves removing it from the GPP and approves the
subsequentuse of such Eligible Gas Purchase, including whether such Eligible
Gas Purchase should be sold or otherwise disposed cC by any means including
assignment, book -out or offsetting transaction, or termination. Any proceeds or
costs associated with removing an Eligible Gas Purchase from the GPP shall be
allocated among the Participants in accordance with the Subscription
Percentages unless otherwise agreed upon in writing by the Participants.
Section 4. Cooueration and Further Assurances. Each of the Parties agree to
provide such information, execute and deliver any instruments and documents
and to take such other actions as may be necessary or reasonably requested by
NATURAL GAS PROGRAMAGREEMENT
any other Party which are not inconsistent with the provisions cf this Agreement
and which do not involve the assumption cf obligations other than those
provided for in this Agreement, in order to give full effect to this Agreement and
to carry out the intent cf this Agreement. Further, the Parties agree to cooperate
and act in good faith in connection with obtaining any credit support required in
order to Procure Natural Gas from an Eligible Gas Purchase, including with
respect to negotiating and executing any agreements to implement any credit
support arrangements.
Section 5. Payment Obligations, Sec»rit J Accoun t, Tr .�o1c1r
5.1 Participant Payment Obligations. Each Participant agrees to pay
NCPA each month the sum cf (a), (b), and (c) as follows: (a)Fixed GPP Costs cf
$600, (which sum may be adjusted by the Commission each year in its discretion
during the adoption cf the Annual Budget to reflect increased costs with thirty
(30) days' prior written notice to Participants), for each month a Participant is a
party to this Agreement, and one -twelfth cf the Variable GPP Costs as
determined below in Section 5.2; plus (b) Transaction Specific Costs for each
Eligible Gas Purchase that Participant subscribes to; plus (c) Commodity Costs.
In addition, each Participant shall maintain working capital in accordance with
NCPA's Annual Budget and maintain its Security Account as provided in this
Agreement.
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NATURAL GAS PROGRAM AGREEMENT
5.2 Calculation of and True -Up for GPP Costs. Participants' payment
obligations for Variable GPP Costs under section 5.1 shall be calculated as
follows. For each Fiscal Year, NCPA shall estimate the total Variable GPP Costs
to be incurred under this Agreement and this total will be divided by the
Participants' total MMBtu forecast during the Fiscal Year to determine the
estimated Variable GPP Cost on a per MMBtu basis ("VariableGPP Unit Cost")
The Variable GPP Unit Cost will then be multiplied by the total monthly MMBtu
subscribed to by each Participant to determine the amount owed by each
Participant for Variable GPP Costs under section 5.1 (a) above. Upon the
conclusion of a Fiscal Year, NCPA shall compare each Participant's payment of
all Fixed and Variable GPP Costs with the actual total GPP Costs incurred on
behalf of Participant such that overpayments will be credited to, and
underpayments will debited to each Participant's account in accordance with
NCPA's Annual Budget settlements.
5.3 Security Account. Any deposits into a Security Account pursuant
to this Agreement shall be separate from and in addition to any security accounts
maintained pursuant to the Market Purchase Program Agreement between
NCPA and certain Participants, or any other such security account required cf
NCPA Members.
20
NATURAL, GAS PROGRAM AGREEMENT
5.3.1 Initial Amounts. Prior to subscribing to an Eligible Gas
Purchase, a Participant shall deposit into the Security Account held by NCPA
on account equal to the highest three (3)months cf estimated Commodity
Costs for all Eligible Gas Purchases Participant has or will subscribe to as
estimated by NCPA; provided, however, that such deposit may be satisfied in
whole or in part either in cash or through a clean, irrevocable letter cf credit
satisfactory to NCPA's General Manager.
5.3.2 SubseauentDeposits. Periodically, and at least quarterly,
NCPA shall review and revise its estimate of all costs which Participant shall
be obligated to pay under this Agreement. Following such review, NCPA
shall determine whether each Participant has a sufficient balance in the
Security Account. To the extent that any Participant's balance in the Security
Account is greater than one hundred and ten percent (110%) cf the amount
required herein, NCPA shall credit such amount as soon as practicable to the
Participant's next following All Resource Bill. To the extent that any
Participant's balance in the Security Account is less than ninety percent (90%)
cf the amount required herein, NCPA shall add such amount as soon as
practicable to such Participant's next All Resource Bill, or as necessary, to a
special invoice to Participant. Credits or additions shall not be made to
Participants who satisfy these Security Account requirements in whole
21
NATURAL GAS PROGRAM AGREEMENT
through the use cf a letter cf credit, provided that the amount cf the letter cf
credit shall be adjusted by the Participant as necessary in a like manner to
assure an amount equal to the highest three (3)months cf estimated
Commodity Costs is available to NCPA.
5.3.3 Use of Securitv Account Funds. NCPA may use any and
all funds deposited into the Security Account (or utilize a letter cf credit
provided in lieu thereof) to pay any costs it incurs hereunder, including
making payments to counterpartiesunder any GPA or for termination
payments, requests for assurances by Third Parties, credit support, and
related expenses under a GPA, without regard to any individual Participant's
balance in the Security Account or proportionate share cf GPP Costs and
irrespective cf whether NCPA has issued an All Resources Bill or invoice for
such costs to the Participants or whether a Participant has made timely
payments cf All Resources Bills or invoices. Should Participant have satisfied
its Security Account requirements in whole or part through a letter of credit,
NCPA may draw on such letter of credit to satisfy Participant's obligations
hereunder.
F funds deposited into the Security Account, or provided
through a letter cf credit, are used by NCPA to pay any costs it incurs
hereunder as described in Section 5.3.3, NCPA, pursuant to Section 5.3.5, will
22
NATURAL GAS PROGRAM AGREEMENT
maintain a detailed accounting cf each Participant's shares cf funds
withdrawn from the Security Account or letter cf credit, and upon the
collection cf all or apart cf such withdrawn funds, NCPA will credit back to
each Participant the funds collected in proportion to such non -defaulting
Participant's share cf funds withdrawn from the Security Account or letter cf
credit.
5.3.4 Emergency Additions. In the event that the funds are
withdrawn pursuant to Section 5.3.3 cf this Agreement, or if the Security
Account is insufficient to allow payment cf an invoice, demand, request for
further assurances by Third Parties, or Claims, NCPA shall notify all
Participants and then prepare and send a special or emergency assessment to
the Participants. Each Participant shall pay to NCPA such assessment when
and if assessed by NCPA within two (2) Business Days cf the invoice date cf
the assessment or consent to and direct NCPA to draw on any existing letter
of credit Participant has established for such purposes.
5.3.5 Accounting and Interest. NCPA shall maintain a detailed
accounting cf each Participant's deposits into and shares cf withdrawals from
the Security Account. Monies on deposit in the Security Account shallbe
invested by NCPA in accordance with the Investment Policy adopted by the
NCPA Commission. Interest earned on the Security Account shall be
23
NATURAL, GAS PROGRAM AGREEMENT
proportionately credited to the Participants in accordance with the balances
in each Participant's Security Account. Any losses in the Security Account
caused by early termination of investments or otherwise shall be allocated
among the Participants in accordance with their proportionate Subscription
Percentages.
5.3.6 Return of Funds. On the termination cf this Agreement
with respect to a Participant or a permitted withdrawal cC a Participant in
accordance with this Agreement, the affected Participant or Participants may
apply to NCPA for the return cf their share cf Security Account funds ninety
(90) days after the effective date cC such termination or withdrawal. NCPA
shall, in its sole discretion, as determined by the General Manager, estimate
the then outstanding liabilities cf the Participant(s), including any estimated
contingent liabilities and shall retain all such funds until all such liabilities
have been fully paid or otherwise satisfied in full. After such determination
by NCPA's General Manager, the balance of the Participant's share of the
Security Account will be refunded to the Participant within sixty (60) days.
5.4 Invoicing.
5.4.1 Invoices. As part cf NCPA's regular, monthly, advance
billing (the "All Resources Bill") or by separate special invoice, as required in
the circumstances, NCPA will issue an invoice to each Participant for its
24
NATURAL, GAS PROGRAM AGREEMENT
proportionate share cf the Commodity Costs, GPP Costs and Transactions
Specific Costs due (or any adjustments thereto) based on Sections 5.1 and 5.2
above. Such invoices may include estimated costs. Each invoice shall
include: (i)the total Transaction Specific Costs and Commodity Costs
attributable to Procurement activities under this Agreement for such month
and the relevant Participant's share thereof; (ii)the total GPP Costs
attributable to program services for such month and the relevant Participant's
share thereof; (iii) the quantity cf Natural Gas and Environmental Attributes,
by Eligible Gas Purchase, received by NCPA on behalf cf each such
Participant (or an estimate thereof) and the unit price for such Natural Gas;
(iv) appropriate settlement, or an estimate thereof; (v) any adjustments to
prior invoices required based on actual data received that was estimated in a
previous invoice; (vi)notice cf the amount, if any, that NCPA has paid or
expects to pay using funds available in the Security Account; and (vii)
amounts due from (or credited to) such Participant under Section 5.3.2.
5.4.2 Pavment of Invoices. All non -emergency invoices
delivered by NCPA in the normal course cf billing hereunder (including the
All Resources Bill) are due and payable on the date indicated on such invoice,
but in any event no later than thirty (30) days following receipt thereof;
provided, however, that any amount due on a day other than a Business Day
25
NATURAL GAS PROGRAM AGREEMENT
may be paid on the following Business Day. NCPA may apply a Participant's
share cf the Security Account to the payment cf all or any portion cf an
invoice issued to such Participant (including that portion of an invoice
relating to the GPP), provided that application cf such funds from the
Security Account shall not relieve the Participant from any late payment
charges pursuant to Section 5.4.3. To the extent that NCPA applies funds
from the Security Account to pay an amount due under an invoice, following
receipt cf payment cf such invoice by the relevant Participant, NCPA shall
deposit the relevant portion of the payment into the Security Account and
credit such deposit to such Participant. Emergency invoices shall be due as
indicated in section 5.3.4 above.
5.4.3 Late Payments. Any amount due and not paid by a
Participant in accordance with Sections 5.3.4 and 5.4.2 shall bear interest
computed on a daily basis until paid at the lesser of (i) the per annum prime
rate (or reference rate) of the Bank cf America NT&SA then in effect, plus two
percent (2%) or (ii)the maximum rate permitted by law.
5.5 SettlementData and Examination of Books and Records.
5.5.1 Settlement Data. NCPA will make settlement data
available to the Participants. Procedures and formats for the provision cf
such data will be as establishedby the NCPA Commission from time to time.
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NATURAL GAS PROGRAM AGREEMENT
5.5.2 Examination of Books and Records. Any Participant to
this Agreement shall have the right to examine the books and records created
and maintained by NCPA pursuant to this Agreement at any reasonable,
mutually agreed upon time.
5.5.3 Participant Covenants and Defaults. Any failure of a
Participant to meet its obligations hereunder or to cure such failure in a
timely manner shall constitute an Event of Default and the Defaulting Party
shallbe subject to such remedies of NCPA as provided for herein. Each
Participant covenants and agrees: (i) to continue to pay or advance to NCPA,
from its electric department Revenues only or, in the case of BART, its tariffs,
fees or other sources of Revenues provided that such sources shall not include
any sums derived from sources the use of which is limited by law to
expenditures other than operating expenses, its obligations under this
Agreement. Each Participant further agrees that it will fix the rates and
charges for services provided by its electric department, or in the case of
BART, its general Revenues, so that it will at all times have sufficient money
in its department Revenues funds to meet this obligation; (ii) to make
payments under this Agreement from the Revenues of, and as an operating
expense of, its Electric System, or in the case of BART, of its general
Revenues; (iii)to make payments under this Agreement whether or not there
27
NATURAL GAS PROGRAM AGREEMENT
is an interruption in, interference with, or reduction or suspension cf services
provided under this Agreement, such payments not being subject to any
reduction, whether by offset or otherwise, and regardless cf whether any
dispute exists provided such interruption, interference or reduction in
services is caused by forces constituting an Act cf God and not reasonably
contemplatedby the Parties; (iv)to establish and maintain a general
operating reserve, in addition to the Security Account established pursuant to
this Agreement, containing sufficient funds to pay all costs to operate its
Electric System and the business in connection therewith for a period cf three
(3)months, such operating reserve to be maintained either in Participant's
own accounts or in its NCPA general operating reserve account; (v) to submit
a report to NCPA once each quarter cf the Fiscal Year as to the sufficiency cf
its general operating reserve established pursuant to Section5.5.3(iv) on dates
as established by NCPA; and (vi) to operate its Electric System and the
business in connection therewith in an efficient manner and at reasonable cost
and to maintain its Electric System in good repair, working order, and
condition.
Section 6. Administration of Agreement
6.1 General. Except for the approval by Participants of Eligible Gas
Purchases pursuant to Section 3.2, the NCPA Commission has sole overall
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NATURAL GAS PROGRAM AGREEMENT
responsibility and authority for the administration cf this Agreement. Any acts,
decisions or approvals taken, made or sought by NCPA under this Agreement
shall be taken, made or sought, as applicable, in accordance with NCPA's
Constitutive Documents and Section 6.2 of this Agreement.
6.2 Action by Participating Members.
6.2.1 Forum: Whenever any action anticipated by or related to
this Agreement is to be taken by the Participants, such actions shall be taken
at a regular or special meeting cf the NCPA Commission, but shall be
participated in only by those Commissioners, or their designated alternates,
who represent Participants.
6.2.2 Quorum: A quorum at NCPA Commission meetings for
purposes cf acting upon matters relating to this Agreement shall consist cf
Commissioners, or their designated alternates, representing the majority cf
Participants to the extent not inconsistent with Section 6.2.3(i), provided that
as to matters related to a specific Eligible Gas Purchase case a quorum shall
consist of Commissioners, or their designated alternates, representing a
majority interest in the Eligible Gas Purchase based upon their Subscription
Percentages.
6.2.3 Voting: Each Participant shall have the right to cast one
vote with respect to matters pertaining to this Agreement, with a majority
29
NATURAL GAS PROGRAM AGREEMENT
vote cf the Participants required for action subject to the following
exceptions:
i. Upon request cf any Participant representative, the
voting on an issue related to a specific Eligible Gas Purchase shall be by
Subscription Percentage with a 65% or more favorable vote necessary to carry the
action.
ii. After any decision related to this Agreement, other
than for a specific Eligible Gas Purchase, is taken by the affirmative vote cf less
than 65% cf the Program Participants, the action can be reviewed and revised if a
Participant gives notice of intention to seek such review and revision to NCPA
and each cf the other Participants within ten (10) days following the date on
which such action was taken. Upon receipt cf such a request for reconsideration,
the Chairman cf the Commission shall agendize the matter for reconsideration at
the next regular meeting cf the Commission or at a special meeting if the
circumstances so warrant. The action shall be upheld upon the affirmative vote
cf authorized representatives cf the Participants. Any action taken upon
reconsideration shall be final.
Section 7. Subscription Percentages; Admission and Withdrawal of
Participants.
30
NATURAL GAS PROGRAM AGREEMENT
7.1 Subscription Percentages The Subscription Percentages cf each
Participant shall be maintained in NCPAs Deal Capture System and summary
reports therefrom will be provided to Participants upon request.
7.2 Admission cf New Participants. Following the Effective Date cf
this Agreement, a Member may execute this Agreement and become a
Participant provided that: 1)suchjoinder is approvedby the NCPA Commission;
and 2) the new Participant a) reimburses existing Participants for a
proportionate share cf the applicable costs identified during NCPAs Annual
Budget process and any GPP Costs incurred to establish and administer this GPP
Program, and b) satisfies all Security Account requirements under this
Agreement. A new Participant shall not be entitled to any Environmental
Attributes or Natural Gas from Eligible Gas Purchases consummated prior to the
date it becomes a Participant unless one or more cf the existing Participants
("AllocatingParticipants") elect to allocate a portion cf its Subscription
Percentage to such new Participant. Upon an agreement thereof and affirmative
vote thereon by all Allocating Participants, NCPA shall prepare and distribute to
each Participant the written agreement between the new Participant and the
AllocatingParticipant(s) indicating the agreed upon change in the Subscription
Percentage(s) for the designated Eligible Gas Purchase(s), a counterpart cf this
Agreement executed by the new Participant, and a report from NCPAs Deal
31
NATURAL, GAS PROGRAM AGREEMENT
Capture System reflecting the revised SubscriptionPercentages. Any reduction
in any Allocating Participant's share cf the Security Account shall be credited to
the Allocating Participants in accordance with Section 5.3.2.
7.3 Withdrawal cf Participants.
7.3.1 Reauirements and Process. A Participant may
voluntarily withdraw from this Agreement ("WithdrawingParticipant")by
providing two (2) years' advance written notice to NCPA and the other
Participants. Upon the mutual agreement cf two or more Participants, the
Withdrawing Participant may assign some or all cf its Subscription
Percentage share cf its Eligible Gas Purchases to another Participant
("AdjustingParticipant")willing to assume the Withdrawing Participant's
Subscription Percentage, if such withdrawal and assignment does not violate
any applicable credit support conditions contained in any cf the relevant
agreements to which the Withdrawing Participant and/or the Adjusting
Participant is a party to. The Withdrawing Participant shall provide to NCPA
the applicable assignment agreementbetween the Withdrawing Participant
and the Adjusting Participant(s) regarding any such assignments and NCPA
shall reflect the change in its Deal Capture System recording the new
allocation cf SubscriptionPercentages.
32
NATURAL, GAS PROGRAM AGREEMENT
7.3.2 Associated Costs. A Withdrawing Participant shall
reimburse NCPA for any and all costs resulting from the withdrawal,
including but not limited to the legal, accounting, and administrative costs cf
winding up and assuring the complete satisfaction and discharge cf the
Withdrawing Participant's obligations. A Withdrawing Participant will
continue to be liable for all Eligible Gas Purchases entered into on its behalf
which is not assumed by an Adjusting Participant.
7.3.3 No Effect on Prior Liabilities. Withdrawal by any
Participant will not terminate any ongoing or un -discharged contingent
liabilities or obligations resulting from this Agreement until they are assigned
to an Adjusting Participant, or are otherwise satisfied in full, or such
Withdrawing Participant has provided a mechanism reasonably acceptable to
NCPA and the remaining Participants, for the satisfaction in full thereof.
Section 8. Term and Termination. The Term cf this Agreement shall
commence on the Effective Date, continue for five (5)years, and shall be
automatically extended for two (2)years on every other anniversary cC this
Agreement as to each Participant that has not withdrawn in accordance with
Section 7.3 or otherwise voluntarily or involuntarily had their participation in
this Agreement terminated. After the initial five (5)year term has expired,
33
NATURAL GAS PROGRAM AGREEMENT
NCPA may terminate this Agreement upon two (2)years' advance written notice
to all Participants.
Section 9. Default and Remedies
9.1 Events cf Default. An Event cf Default under this Agreement shall
exist upon the occurrence cf any one or more cf the following by a Party in
default of its obligations hereunder ("Defaulting Party"):
(i) if any Party fails to make any payment or to provide assurances
as required cf NCPA under a GPA when due hereunder within two (2) Business
Days after receipt cC notice given by NCPA cf such non-payment; or
(ii) the failure of the Defaulting Party to perform any other
covenant or obligation under this Agreement where such failure is not cured
within ten (10) calendar days following receipt of a notice from NCPA
demanding cure (provided that this shall not apply to any failure to make
payments (which is covered by Section 9.1 (i)));or
(iii) if any representation or warranty cf the Defaulting Party
material to the transactions contemplated hereby shall prove to have been
incorrect in any material respect when made and the Defaulting Party does not
cure the facts underlying such incorrect representation or warranty so that the
representation or warranty becomes true and correct within ten (10) calendar
days of the date of receipt cf notice from any other Party demanding cure; or
34
NATURAL GAS PROGRAM AGREEMENT
(iv) T a Participant is in default or in breach cf any cf its covenants
under any other agreement with NCPA and such default or breach is not cured
within the time periods specified in such agreement; or
(v) the failure cf NCPA to perform any covenant or obligation
under this Agreement following a ten (10) calendar day notice to cure by any
non -defaulting Member.
9.2 Cure cf an Event cf Default. An Event cf Default shallbe deemed
cured only if such default shall be remedied within the time period specified in
Section 9.1 above, as may be applicable, after written notice has been sent to the
Defaulting Party from NCPA specifying the default and demanding that the
same be remedied; provided, however, that the failure cf a Parry to provide such
notice shall not be deemed a waiver cf such default.
9.3 Participation Rights Of Defaultinn Party_. Notwithstanding
anything herein to the contrary, upon the occurrence cf an Event cf Default and
until such Event cf Default is cured, the Participant that is the Defaulting Party
shall not have the right to participate under Section 6.2 on any matters with
respect to this Agreement.
9.4 Remedies in the Event cf Default.
9.4.1 Remedies cf NCPA. Upon the occurrence cf an Event cf
Default where a Participant is the Defaulting Parry, without limiting its other
35
NATURAL GAS PROGRAM AGREEMENT
rights or remedies available under this Agreement, at law or in equity, and
without constituting or resulting in a waiver, release or estoppel cf any right,
action or cause cf action NCPA may have against the Defaulting Party
Participant, NCPA may:
(i) suspend the provision cf services under this Agreement
to such Defaulting Party, including the delivery cf Natural Gas and other
attributes cf any Eligible Gas Purchases until the Event cf Default is cured; and
(ii) demand that the Defaulting Party provide further
assurances to compel the correction of the default, including the collection of a
surcharge, or such other actions as may be necessary to produce Revenues to
secure the cure cf the Event cf Default; and
(iii) terminate this Agreement as to the Defaulting Party, on
ten (10) calendar days' prior written notice to the Defaulting Party and following
approval of the non -defaulting Participants.
9.4.2 Sale/Transfer cf Participant's Account Uyon Default.
Upon any Event cf Default caused by a Participant due to the failure cf such
Participant to pay any sums due, and provided that such default is not cured
in a timely manner, then NCPA shall use its best efforts to sell and transfer
for the Defaulting Party's account all or a portion of the Defaulting Party's
Natural Gas and/or Environmental Attributes for the remainder cf the term cf
36
NATURAL GAS PROGRAM AGREEMENT
this Agreement. Notwithstanding that all or any portion cf the Defaulting
Party's capacity is so sold or transferred, the Defaulting Party shall remain
liable for all cf its obligations not otherwise satisfied by the sale or transfer cf
Defaulting Party's capacity hereunder unless released therefrom by NCPA
upon assumption by a transferee or assignee.
9.4.3 Remedies cf Participants. Upon the occurrence of an
Event cf Default where NCPA is the Defaulting Party, and following the
applicable cure periods, the Participants may, without limiting their other
rights or remedies available under this Agreement, at law or in equity, and
without constituting or resulting in a waiver, release or estoppel cf any right,
action or cause of action the Participants may have against NCPA, terminate
this Agreement in whole, subject to the provisions cf Section 9.5.4.
9.4.4 Special Covenants Regarding Security Account. In the
event that a Participant's balance cC the Security Account is insufficient to
cover all invoices for costs incurred under this Agreement sent to such
Participant, then, without limiting NCPA's other rights or remedies available
under this Agreement, at law or in equity, such Participant shall cooperate in
good faith with NCPA and shall cure the default as rapidly as possible, on an
emergency basis, taking all such action as is necessary, including, but not
limited to, raising rates and charges to its customers to increase its Revenues
37
NATURAL GAS PROGRAM AGREEMENT
to replenish its share cf the Security Account as provided herein, drawing on
its cash -on -hand and lines of credit, obtaining further assurances by way cf
credit support and letters of credit, and taking all such other action as will
cure the default with all due haste.
9.5 Effect cf Termination or Suspension.
9.5.1 Generally. The suspension or termination cf this
Agreement will not terminate, waive, or otherwise discharge any ongoing or
undischarged contingent liabilities or obligations arising from this Agreement
until such obligations are satisfied in full, and all cf the costs incurred by
NCPA in connection with such suspension or termination, including
reasonable attorney fees, the fees and expenses cf other experts, including
auditors and accountants, other costs and expenses that NCPA is entitled to
recover under this Agreement, and other reasonable and necessary costs
associated with any and all cf the remedies, are paid in full.
9.5.2 Suspensionbv NCPA. Y performance of all or any
portion cf this Agreement is suspended by NCPA with respect to a
Participant in accordance with Section 9.4.1(i), such Participant shall pay any
and all costs incurred by NCPA as a result cf such suspension including
reasonable attorney fees, the fees and expenses cf other experts, including
auditors and accountants, other reasonable and necessary costs associated
38
NATURAL GAS PROGRAM AGREEMENT
with such suspension and any portion cf the GPP Costs that were not
recovered from such Participant as a result of such suspension.
9.5.3 Terminationby NCPA. Y this Agreement is terminated
by NCPA with respect to a Participant in accordance with Section 9.4.1 (iii),
such Participant shall pay any and all costs incurred by NCPA as a result of
such termination, including reasonable attorney fees, the fees and expenses cf
other experts, including auditors and accountants, other reasonable and
necessary costs associated with such termination and any portion cf the GPP
Costs that were not, or will not be, recovered from such Participant as a result
cf such termination; provided, however, if NCPA terminates this Agreement
with respect to the last remaining Participant, then this Agreement shall
terminate.
9.5.4 Terminationbv Participants. Y this Agreement is
terminated by all Participants in accordance with Section 9.4.3, or by
unanimous consent cf all cf the Parties hereto, then the Participants shall pay
to NCPA all previously unpaid GPP Costs incurred as of the date cf such
termination, and following such termination, the Participants shall cooperate
and act in good faith to negotiate and agree upon the method cf allocating
among the Participants in proportion to their respective Subscription
Percentages the costs and benefits cf the Eligible Gas Purchases, all GPAs
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NATURAL GAS PROGRAM AGREEMENT
then in effect, and any financing agreements or commitments and any
matters pertaining to the administration, management, control, operation and
maintenance cf the Eligible Gas Purchases. NCPA shall reasonably cooperate
with the Participants in connection with implementing the foregoing and the
Participants shall indemnify NCPA for any costs incurred in connection
therewith, including reasonable attorney fees, fees and expenses cf other
experts, including auditors and accountants and other reasonable and
necessary costs. F the Parties are unable to reach agreement as to the
foregoing, then the Parties agree to submit the matter to mediation with a
mutually agreed upon mediator. Y the Parties are still unable to reach
agreement following mediation, then the matter shall be submitted to binding
arbitration subject to the rules cf the American Arbitration Association, the
costs cC such arbitrationbeing borne proportionally among the Participants.
Section 10. Miscellaneous
10.1 Confidentiality. The Parties will keep confidential all confidential
or trade secret information made available to them in connection with this
Agreement, to the extent possible, consistent with applicable laws, including the
California Public Records Act. It shall be the responsibility cf the holder cf the
claim of confidentiality or trade secret to defend at its expense against any
NATURAL GAS PROGRAM AGREEMENT
request that such information be disclosed. Confidential or trade secret
information shall be marked or expressly identified as such.
10.2 Indemnification and Hold Harmless. Subject to the provisions of
Section 10.4, each Participant agrees to indemnify, defend and hold harmless
NCPA and its Members, including their respective governing officials, officers,
agents, and employees, from and against any and all claims, suits, losses, costs,
damages, expenses and liability cf any kind or nature, including reasonable
attorneys' fees and the costs cf litigation, including experts ("Claims"),to the
extent caused by any acts, omissions, breach cf contract, negligence (active or
passive), gross negligence, recklessness, or willful misconduct cf that Participant,
its governing officials, officers, employees, subcontractors or agents, to the
maximum extent permitted by law.
10.3 Joint Liabilities. No Participant shall, in the first instance, be liable
under this Agreement for the obligations cf any other Participant or for the
obligations cf NCPA incurred on behalf cf other Participants. Each Participant
shall be solely responsible and liable for performance of its obligations under this
Agreement, except as otherwise provided for herein. The obligation of each
Participant under this Agreement is a several obligation and not a joint
obligation with those of the other Participants.
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NATURAL GAS PROGRAM AGREEMENT
Notwithstanding the foregoing, the Participants acknowledge that any debts or
obligations incurred by NCPA under this Agreement on behalf cf any cf them
shall be borne solely by such Participants, and not by non -Participant Members
of NCPA, pursuant to Article IV, Section 3(b) cC the Joint Powers Agreement.
Notwithstanding the provisions of the JointPowers Agreement and the general
nature cf the severability of liabilities in this Agreement, the Participants agree
that, if a Participant defaults under this Agreement, the non -defaulting
Participants will be jointly liable for the obligations cC such defaulting Participant
in proportion to each non -defaulting Participant's share cf the total cost cf all
outstanding Eligible Gas Purchases entered into by all non -defaulting
Participants during the five (5)years prior to the date cC the default, unless and
until NCPA is able to fully recover from the defaulting Participant. Provided,
however, that any non -defaulting Participant with no outstanding Eligible Gas
Purchases for the five (5)years prior the date cf the default shall nonetheless
have an obligation equal to one-half (1/2) that cf the non -defaulting Participant
with the lowest outstanding Eligible Gas Purchases during such five (5) year
period, and that if no non -defaulting Participant has outstanding Eligible Gas
Purchases during such five (5)year period, then each non -defaulting Participant
shall share the obligation equally. In the event that the date of default occurs
within the first five (5) years cC the term cC this Agreement, then such five (5)
42
NATURAL GAS PROGRAM AGREEMENT
year period shall be shortened to include the time from the effective date of this
Agreement until the date cf the default.
10.4 No Conseauential Damages. FOR ANY BREACH OF ANY
PROVISION OF THIS AGREEMENT FOR WHICH AN EXPRESS REMEDY OR
MEASURE OF DAMAGES IS PROVIDED IN THIS AGREEMENT, THE
LIABILITY OF THE DEFAULTING PARTY SHALL BE LIMITED AS SET
FORTH IN SUCH PROVISION, AND ALL OTHER DAMAGES OR REMEDIES
ARE HEREBY WAIVED. IF NO REMEDY OR MEASURE OF DAMAGE IS
EXPRESSLY PROVIDED, THE LIABILITY OF THE DEFAULTING PARTY
SHALL BE LIMITED TO ACTUAL DAMAGES ONLY AND ALL OTHER
DAMAGES AND REMEDIES ARE HEREBY WAIVED. IN NO EVENT SHALL
NCPA OR ANY PARTICIPANT OR THEIR RESPECTIVE SUCCESSORS,
ASSIGNS, REPRESENTATIVES, DIRECTORS, OFFICERS, AGENTS, OR
EMPLOYEES BE LIABLE FOR ANY LOST PROFITS, CONSEQUENTIAL,
SPECIAL, EXEMPLARY, INDIRECT, PUNITIVE OR INCIDENTAL LOSSES OR
DAMAGES, INCLUDING LOSS OF USE, LOSS OF GOODWILL, LOST
REVENUES, LOSS OF PROFIT OR LOSS OF CONTRACTS EVEN IF SUCH
PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES,
AND NCPA AND EACH PARTICIPANT EACH HEREBY WAIVES SUCH
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NATURAL GAS PROGRAM AGREEMENT
CLAIMS AND RELEASES EACH OTTER AND EACH OF SUCH PERSONS
FROM ANY SUCH LIABILITY.
The Parties acknowledge that California Civil Code section 1542provides
that: "A general release does not extend to claims which the creditor does not
know or suspect to exist in his or her favor at the time cf executing the release,
which if known by him or her must have materially affected his or her settlement
with the debtor." The Parties waive the provisions of section 1542, or other
similar provisions cf law, and intend that the waiver and release provided by
this section cf this Agreement shall be fully enforceable despite its reference to
future or unknown claims.
10.5 Amendments. Except where this Agreement specifically provides
otherwise, this Agreement may be amended only by written instrument executed
by the Parties with the same formality as this Agreement.
10.6 Severabilitv. In the event that any cf the terms, covenants or
conditions cf this Agreement or the application cf any such term, covenant or
condition, shall be held invalid as to any person or circumstance by any court
having jurisdiction, all other terms, covenants or conditions of this Agreement
and their application shall not be affected thereby, but shall remain in force and
effect unless the court holds that such provisions are not severable from all other
provisions of this Agreement.
NATURAL GAS PROGRAM AGREEMENT
10.7 Governinn Law. This Agreement shall be interpreted, governed by,
and construed under the laws cf the State cf California.
10.8 Headings. All indices, titles, subject headings, section titles and
similar items are provided for the purpose cf convenience and are not intended
to be inclusive, definitive, or affect the meaning of the contents cf this Agreement
or the scope thereof.
10.9 Notices. Any notice, demand or request required or authorizedby
this Agreement to be given to any party shall be in writing, and shall either be
personally delivered to a Participant's Designated Representative and the
Secretary cf the Commission or transmitted to the Participant and the Secretary
cf the Commission at the address shown on the signature pages hereof. The
designation cf such address may be changed at any time by written notice given
to the Secretary cf the Commission who shall thereupon give written notice cf
such change to each Participant.
10.10 Warrantv cf Authority. Each Participant, and NCPA, represents
and warrants that it has been duly authorized by all requisite approval and
action to execute and deliver this Agreement and that this Agreement is a
binding, legal, and valid agreement enforceable in accordance with its terms as to
the Participant and as to NCPA. Upon execution cf this Agreement, each
Participant shall deliver to NCPA a resolution cf the governingbody cf such
45
NATURAL GAS PROGRAMAGREEMENT
Participant evidencing approval cf and authority to enter into this Agreement
and an opinion cf legal counsel that such authority was duly exercised in
accordance with such Participant's Constitutive Documents.
10.11 Counterparts. This Agreement maybe executed in any number of
counterparts, and each executed counterpart shall have the same force and effect
as an original instrument and as if all the signatories to all cf the counterparts
had signed the same instrument. Any signature page of this Agreement may be
detached from any counterpart of this Agreement without impairing the legal
effect of any signatures thereon, and may be attached to another counterpart of
this Agreement identical in form hereto but having attached to it one or more
signature pages.
10.12 Assignment. Except as provided by Section 7 cf this Agreement, no
Participant may assign or otherwise transfer their interest in the Subscription
Percentage or any other rights and obligations under this Agreement without the
express written consent cf NCPA.
10.13 Venue. In the event that a Party brings any action under this
Agreement, the Parties agree that trial cf such action shall be vested exclusively
in the state courts cf California in the County of Placer or in the United States
District Court for the Eastern District cf California.
.e
NATURAL GAS PROGRAM AGREEMENT
10. 14 Attorneys' Fees. Y a Party to this Agreement brings any action,
including an action for declaratory relief, to enforce or interpret the provision cf
this Agreement, the prevailing Party shall be entitled to reasonable attorneys'
fees in addition to any other relief to which that Party may be entitled. The court
may set such fees in the same action or in a separate action brought for that
purpose.
10.15 Interpretation. Each Party to this Agreement is sophisticated in the
operation cf electric utilities, and in the purchasing and financing cf Natural Gas.
Each Party to this Agreement was represented by counsel during the negotiation
of this Agreement. Hence, this Agreement shall be interpreted as being equally
drafted by all Parties and without reference to Civil Code Section 1654 requiring
interpretation against Parties causing an ambiguity.
10.16 No Third Party Beneficiaries. Nothing contained in this Agreement
is intended by the Parties, nor shall any provision cf this Agreement be deemed
or construed by the Parties or by any third person, to be for the benefit cf any
third party, nor shall any third party have any right to enforce any provision cf
this Agreement or be entitled to damages for any breach by the Parties cf any of
the provisions cf this Agreement.
10.17 List cf Exhibits. The Exhibits referenced herein shall be denoted as
follows:
47
NATURAL, GAS PROGRAM AGREEMENT
Exhibit A - Participant Purchase Confirmation
Exhibit A-1- Additional Transaction Terms and Conditions
Exhibit B - List cf approved Gas Purchase Agreements
Exhibit C - NCPA Financial Addendum
Exhibit C-1 - Participant Confirmation - Financial Transaction
Exhibit C-2 - Additional Transaction Terms and Conditions
Exhibit C-3 - Commission -Approved Brokers, Exchanges and
Contracts
NATURAL GAS PROGRAM AGREEMENT
IN WITNESS WHEREOF, each Participant has executed this Agreement
with the approval of its governing body, and NCPA has authorized this
Agreement in accordance with the authorization cf its Commission.
NORTHERN CALIFORNIA
POWER AGENCY
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attorney
Date:
CITY OF BIGGS
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
CITY OF ALAMEDA
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attorney
Date:
CITY OF GRIDLEY
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
By:_
Title:
Title:
Date:
Date:
NATURAL GAS PROGRAM AGREEMENT
Approved as to form:
By:
Its: Attorney
Date:
CITY OF HEALDSBURG
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attorney
Date:
CITY OF LOMPOC
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
Approved as to form:
By:
Its: Attornev
Date:
CITY OF LODI
PO Box 3006
Lodi, CA 95241
209-333-6762
209-333-6839
Konradt Bartlam
By:
Title: City Manager
Date:
Approved as to form:
Its: Attorna
Date:
ATTEST:
Randi Johl, City Clerk
CITY OF PALO ALTO
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By: By:
50
NATURAL GAS PROGRAM AGREEMENT
Title: Title:
Date: Date:
Approved as to form:
By:
Its: Attornev
Date:
PLUMAS-SIERRA RURAL
ELECTRIC COOPERATIVE
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:_
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
PORT OF OAKLAND
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
Approved as to form:
Bv:
Its: Attornev
Date:
BART
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:_
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
CITY OF UKIAH
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
51
NATURAL GAS PROGRAMAGREEMENT
By:
By
Title:
Title:
Date:
Date:
Approved as to form: Approved as to form:
Its: Attornev
Date:
By:
Its: Attorney
Date:
52
NATURAL GAS PROGRAM AGREEMENT
Exhibit A
PARTICIPANT PURCHASE CONFIRMATION
This document constitutes a "ParticipantPurchase Confirmation", as described
in the Natural Gas Program Agreement ("Agreement"),dated as Cf . This
Participant Purchase Confirmation shall supplement and form a part of the Agreement
and shall be subject to the terms and conditions specified therein. Capitalized terms
used but not defined in this Participant Purchase Confirmation shall have the meanings
ascribed thereto in the Agreement.
The undersigned NCPA Member and Participant in the Natural Gas Purchase
Program hereby subscribes to the following Eligible Gas Purchase pursuant to Section 3
of the Natural Gas Program Agreement and the Gas Purchase Agreement (GPA)
designated below, supplemented and modified as follows:
Procurement Process: Direct Purchase Process RFP Process
Seller: Purchaser: NCPA
Period of Delivery: From to
Maximum Delivery Rate (MMBtu/day):
Generator(s)
Delivery Point(s):
Commodity Type:
Contract Quantity: MMBtu.
Contract Price: See Attachment A-1
Transportation Path for the Transaction:
Form of Gas Purchase Agreement:
Special Terms and Exceptions: See Exhibit A-1
Security Account Amount Required
Transfer from GOR
Pay by Other (specify)
Except to the extent herein provided for, no amendment or modification to the
Agreement shall be enforceable unless reduced to writing and executed by both Parties.
Those persons executing this Participant Purchase Confirmation and the Parties hereby
warrant that they are authorized to do so.
Member NCPA
Utility Director
Date
Approved as to Legal Form
Its Counsel
General Manager
Date
Approved as to Legal Form
Its General Counsel
NATURAL GAS PROGRAM AGREEMENT -Exhibit A
Exhibit A-1
Exhibit A-1
ADDITIONAL TRANSACTION TERMS AND CONDITIONS
(Attach Seller's completed ExhibitA-1 to the RFP and applicable GPA)
NATURAL GAS PROGRAM AGREEMENT -Exhibit A-1
Exhibit B
NCPA Commission -Approved Forms of Agreements for Natural Gas
Purchases
A. Contracts Eligible for Direct Purchases
DGS Procurement Agreement
B. Commission-Amroved Standard Industry Agreements to be used with
the RFP Process"
— Shell
- JP Morgan #2 (to be developed)
ISDA with Physical Gas Annex
— Currently None
EEI GAS Annex
— Currently None
Constellation Fuel Management and Supply Agreement
*Includingmodications indicated in Section 3.1 Uv) of the Natural Gas Program
Agreement
55
Exhibit C
EXIIIBIT C
NATURAL GAS PROGRAM AGREEMENT
FINANCIAL ADDENDUM
This Natural Gas Program Agreement Financial Addendum ("Financial
Addendum") is entered into by and between Northern California Power Agency,
a joint powers agency of the State cf California ("NCPA"), and those cf its
Members who are Participants to the Natural Gas Program Agreement (the
"Agreement")who also execute this Financial Addendum ("Financial
Participants" and each a "Financial Participant"). Capitalized terms used herein
and not otherwise defined shall have the meanings given such terms in the
Agreement, to which this Financial Addendum is attached.
RECITALS
This Financial Addendum is made with reference to the following facts:
A. As signatories to the Agreement, the Financial Participants seek to
avail themselves cf the opportunity to stabilize part or all of their long-term
Natural Gas fuel costs with forward transactions in the physical gas market.
B. The Financial Participants also have the opportunity to stabilize
their long-term Natural Gas fuel costs and budgets through financial market
transactions.
56
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
C. The Financial Participants recognize that several factors, including
but not limited to the evaluation of counterparty risk, operational risk, and
liquidity requirements, may be relevant to the decision cf whether to use
physical or financial transactions to stabilize fuel costs.
D. By executing this Financial Addendum to the Agreement, each
signatory seeks the flexibility to stabilize its Natural Gas fuel costs with financial
transactions in those cases where the Financial Participant believes the use cf
such transactions are appropriate and preferable to physical transactions.
E. Each subscribing Financial Participant will have a participation
interest in a corresponding financial transaction entered into by NCPA in
accordance with the terms hereof.
F. In consideration for the increased flexibility afforded to Financial
Participants by this Financial Addendum, each Financial Participant
acknowledges the need for the following terms and conditions to supplement the
Agreement.
Section 1. Supplemental Definitions
1.1 SU12lementalDefinitions. Wheneverused in this Financial
Addendum (including the Recitals hereto), the following terms shall have the
following respective meanings:
57
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
1.1.1 "Exchange"means an organized market on which
financial transactions relating to Natural Gas, in the form cf standardized
contracts, are entered into. Examples of Exchanges include the New York
Mercantile Exchange (NYMEX) and the Intercontinental Exchange (ICE).
1.1.2 "Financial Transaction" means a transaction between
NCPA and either a third party or Exchange that is entered into to stabilize the
fuel costs cf one or more Financial Participants through monetary transfers to
and/or from a third party or Exchange, without the physical delivery cf
Natural Gas and, therefore, without the operational risk associated with
physical delivery.
1.1.3 "Financial Transaction Confirmation" means a
Participant Confirmation — Financial Transaction, substantially in the form of
Exhibit C-1 hereto.
1.1.4 "Financial Transaction Subscription Percentage"
means that proportion cf a Financial Transaction that a Financial Participant
subscribes to in writing through a Financial Transaction Confirmation in
accordance with the terms cf this Financial Addendum.
1.1.5 "Governing Agreement" means an agreement
governing Financial Transactions, including any bilateral agreement (e.g., an
w
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
ISDA agreement)between NCPA and any third party and any arrangement
between NCPA and any Exchange.
Section 2. Effectiveness and Precedence of Financial Addendum. This
Financial Addendum shall be effective as to each Financial Participant as cf the
date it is last executed by NCPA or by a Financial Participant. The provisions cf
this Financial Addendum are in addition to, and supplement those provided for
in the Agreement for the purpose of carrying out the terms and conditions cf this
Financial Addendum. The remaining provisions cf the Agreement are
incorporatedby reference to the extent they are not inconsistent with the
provisions cf this Financial Addendum. In the event cf a conflictbetween the
Agreement and this Financial Addendum, the Agreement will control, except
with regard to Financial Transactions, in which case this Financial Addendum
will control.
Section 3. Financial Transactions. NCPA may execute Financial
Transactions either: (l)on a Commission-approvedExchange or (2) under a
Commission-approvedbilateral contract or arrangement. A Financial
Transaction may, at NCPA's discretion, be centrally cleared or entered into
through the use of a broker.
59
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
3.1 Financial Transaction Conditions. NCPA shall only enter into
Financial Transactions pursuant to this Financial Addendum that meet the
following terms and conditions:
(i) Each Financial Transaction shall be consummated in accordance
with all NCPA Energy Risk Management Policy requirements including those
limiting the term and notional quantities of transactions;
(ii) NCPA shall negotiate and enter into Governing Agreements
and any related or incidental documents, including brokerage agreements, at the
discretion cf the NCPA General Manager and NCPA General Counsel and as
approved by the Commission. Each Financial Transaction Confirmation shall
specify the relevant Governing Agreement for a contemplated Financial
Transaction and, by subscribing to a Financial Transaction, a Financial
Participant shall be deemed to have agreed to the use cf such Governing
Agreement; and
(iii) Financial Transactions shall be limited to only those eligible
products listed in NCPA's Energy Risk Management Policy.
3.2 Financial Transaction Subscription Process. From time -to -time,
NCPA will propose that one or more Financial Participants subscribe to a
contemplated Financial Transaction by delivering a Financial Transaction
Confirmation to each Financial Participant. Each such Financial Participant
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL, ADDENDUM
Exhibit C
Confirmation shall specify, among other things, the notional quantity and
maximum rate or price (or "not to exceed rate/price") of the contemplated
Financial Transaction. Each Financial Participant shall promptly review such
Financial Transaction Confirmation and determine whether to subscribe to the
contemplated Financial Transaction by executing and returning the Financial
Transaction Confirmation to NCPA. NCPA may, but is not required to, enter
into a Financial Transaction in accordance with this Financial Addendum based
on the terms (including the notional quantities and maximum rate or price)
subscribed to by the Financial Participants. NCPA shall promptly notify a
Financial Participant of its election to enter into a requested Financial
Transaction.
3.3 Financial Participant Agreements. By executing this Financial
Addendum, each Financial Participant agrees to (i)be bound by the terms of any
Governing Agreement specified in a Financial Transaction Confirmation
executed by such a Financial Participant in connection with subscribing to a
Financial Transaction, (ii) take such actions necessary for NCPA to comply in a
timely manner with terms and conditions of any Governing Agreements,
including any credit support arrangements thereunder, whether through a
broker or otherwise and (iii) pay for its proportional share of (x) any amounts
that may from time-to-timebecome due and payable under any Financial
61
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
Transaction to which it subscribes, including in connectionwith the termination ,
and liquidation thereof, and (y) any fees, costs or other amounts payable in
connection with the execution, arrangement or maintenance thereof.
3.4 NCPA Agreements. By executing this Financial Addendum, NCPA
agrees to (i)be bound by the terms contained in this Financial Addendum, (ii)
enter into, at its discretion, Financial Transactions from time -to -time based on
subscriptions received from Financial Participants and (iii)be bound by the
terms and conditions of each Financial Transaction it enters into, as such may be
confirmed between NCPA and either a third parry or Exchange, whether
directly, through a broker or otherwise.
Section 4. Cooperation and Further Assurances. In addition to the
provisions cf Section cf the Agreement, each Financial Participant agrees to
cooperate and act in good faith in connection with obtaining and delivering in a
timely manner any credit support required to execute or maintain a Financial
Transaction to which it has subscribed.
Section 5. Additional Provisions for the Security Account. Additional
Security Account funds may be required from a subscribingFinancial Participant
to commence a transaction, satisfy a margin call or terminate and liquidate a
Financial Transaction. Prior to executing a Financial Transaction, NCPA's Chief
Financial Officer, or designee, will notify each subscribing Financial Participant
62
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
cf the necessary amount to be funded in such Financial Participant's Security
Account by inserting such amount in the relevant portion cf the Financial
Transaction Confirmation. At any time after executing a Financial Transaction,
NCPA's Chief Financial Officer, or designee, may request increased
contributions to each subscribing Financial Party's Security Account, as required
by an Exchange or broker or third party in accordance with the terms and
conditions cf any Governing Agreement or brokerage agreement. Y the
Financial Participant does not comply with the request cf the Chief Financial
Officer within the time period requested, NCPA may terminate and liquidate the
Financial Transaction to the extent cf such Financial Participant's proportional
share and the Financial Participant will become immediately liable to NCPA for
any corresponding breakage, termination or similar amounts owed by NCPA in
connection with such a termination, in addition to any amounts then held in such
Financial Participant's Security Account.
Section 6. Admission and Withdrawal of Financial Participants.
6.1 Admission of Financial Participants. After the initial execution cf
this Financial Addendum, any Participant cf the Agreement may execute this
Financial Addendum and become a Financial Participant, provided that such
Participant: (i) reimburses existing Financial Participants for a proportionate
share cf the applicable costs identified during NCPA's Annual Budget process
63
NATURAL GAS PROGRAM AGREEMENT -FINANCIAL ADDENDUM
Exhibit C
and any GPP Costs incurred to establish and administer this Financial
Addendum, as determined by the existing Financial Participants, and (ii) satisfies
all Security Account requirements under the Agreement and this Financial
Addendum. A new Financial Participant shall not be entitled to participate in
any Financial Transactions consummated prior to the date it becomes a Financial
Participant unless one or more cf the existing Financial Participants (each, an
"Allocating Financial Participant")elect to assign all or a portion cf their
Financial Transaction Subscription Percentage in one or more such Financial
Transactions to such new Financial Participant. Upon an agreement thereof and
affirmative vote thereon by all other Financial Participants, NCPA shall prepare
and distribute to each Financial Participant (i) the applicable agreements between
the new Financial Participant and the Allocating Financial Participant(s)
regarding such assignment, (ii) a counterpart of this Financial Addendum
executed by the new Financial Participant and (iii) a report from NCPA's Deal
Capture System reflecting the new allocation cf Financial Transaction
SubscriptionPercentages. Any fees relating to such assignment shallbe settled
exclusively between each Allocating Financial Participant and the new Financial
Participant. In connection with each such assignment, any reduction in an
Allocating Financial Participant's Security Account requirements shall be
credited back to the Allocating Participant in accordance with Section 5.3.2 cf the
Me
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
Agreement and Section 5 of this Financial Addendum and the new Financial
Participant shall immediatelybe required to satisfy such requirements by
funding its own Security Account.
6.2 Withdrawal cf Participants.
6.2.1 Requirements and Process. A Financial Participant
may voluntarily withdraw from this Financial Addendum ("Withdrawing
Financial Participant")and still remain a Participant in the Agreement by
providing two (2) years' advance written notice to NCPA and the other
Financial Participants. Upon the mutual agreement cf two or more Financial
Participants, the Withdrawing Financial Participant may assign some or all cf
its Financial Transaction Subscription Percentage in one or more cf its
Financial Transactions to one or more Financial Participants (each, an
"Adjusting Financial Participant")willing to assume the Withdrawing
Financial Participant's Financial Transaction Subscription Percentage,
provided that such withdrawal and assignment does not violate of any
applicable credit support conditions contained in any cf the relevant
agreements to which the Withdrawing Financial Participant and/or the
Adjusting Financial Participant is party. The Withdrawing Financial
Participant shall provide to NCPA the applicable agreements between the
Withdrawing Financial Participant and the Adjusting Financial Participant(s)
65
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
regarding any such assignments and NCPA shall reflect the change in its Deal
Capture System, recording the new allocation cf Financial Transaction
Subscription Percentages.
6.2.2 Associated Costs. A Withdrawing Financial
Participant shall reimburse NCPA -for any and all costs resulting from the
withdrawal, including but not limited to the legal, accounting, and
administrative costs of winding up and assuring the complete satisfaction
and discharge cf the Withdrawing Financial Participant's obligations. A
Withdrawing Financial Participant will continue to be liable for all Financial
Transactions entered into on its behalf which is not assumed by an Adjusting
Financial Participant.
6.2.3 No Effect on Prior Liabilities. Withdrawal by any
Financial Participant will not terminate any outstanding or contingent
liabilities or obligations resulting from this Financial Addendum until they
are assigned to an Adjusting Financial Participant, or are otherwise satisfied
in full, or such Withdrawing Financial Participant has provided a mechanism
reasonably acceptable to NCPA and the remaining Financial Participants, for
the satisfaction in full thereof.
IN WITNESS WHEREOF, each Financial Participant has executed
Financial Addendum with the approval cf its governing body, and NCPA has
66
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
authorized this Financial Addendum in accordance with the authorization of its
Commission.
NORTHERN CALIFORNIA
POWER AGENCY
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
CITY OF ALAMEDA
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
By:_
Title:
Title:
Date:
Date:
Approved as to form: Approved as to form:
Its Attornev
Date:
Its Attorney
Date:
67
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
CITY OF BIGGS
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
CITY OF GRIDLEY
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
By:_
Title:
Title:
Date:
Date:
Approved as to form:
By:
Its: Attorney
Date:
Approved as to form:
By:
Its: Attornev
Date:
CITY OF HEALDSBURG
CITY OF LODI
[Address]
PO Box 3006
[City, State, Zip]
Lodi, CA 95241
[Telephone]
209-333-6762
[Facsimile]
209-333-6839
By:
Its: Attornev
Date:
al -TIT.
its: Attornev
D.
ATTEST:
Randi Johl, City Clerk
68
NATURAL GAS PROGRAM AGREEMENT — FINANCIAL ADDENDUM
Konradt Bartlam
By:
Title: City Manager
Tit
Title:
Date:
Date:
Approved as to form:
Approved as to form:
By:
Its: Attornev
Date:
al -TIT.
its: Attornev
D.
ATTEST:
Randi Johl, City Clerk
68
NATURAL GAS PROGRAM AGREEMENT — FINANCIAL ADDENDUM
Exhibit C
69
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
CITY OF LOMPOC
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:_
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
PLUMAS-SIERRA RURAL
ELECTRIC COOPERATIVE
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
CITY OF PALO ALTO
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
BART
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attorney
Date:
70
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C
PORT OF OAKLAND
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attomev
Date:
71
CITY OF UKIAH
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:_
Title:
Date:
Approved as to form:
By:
Its: Attomev
Date:
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL. ADDENDUM
Exhibit C-1
Transaction Confirmation (Financial)
EXIIIBIT C-1
PARTICIPANT CONFIRMATION—FINANCIAL TRANSACTION
This document constitutes a "Financial TransactionConfinnation", as
described in the Financial Addendum ("FinancialAddendum") to the Natural
Gas Program Agreement ("Agreement"), dated as of ,under which
[FINANCIALPARTICIPANT] is a "Financial Participant." This Financial
Transaction Confirmation shall supplement and form a part cf the Financial
Addendum and Agreement and shall be subject to the terms and conditions
specified therein, including in connection with the execution by NCPA Cf the
Financial Transaction subscribed to hereunder. Capitalized terms used but not
defined in this Financial Transaction Confirmation shall have the meanings
ascribed thereto in the Agreement.
The undersigned Financial Participant hereby subscribes to a Financial
Transaction having the following characteristics to be entered into by Northern
CaliforniaPower Agency ("NCPA) :
(a)
(b)
(c)
(d)
(e)
(f)
(g)
(h)
Party: NCPA
Broker (if any) :
Exchange (if any): _
Third Party (if any):
Commodity Type: _
Term:
Governing Agreement:
Security Account Amount Required (additional):
Method of Satisfaction:
(i)Transfer from GOR
(ii) Pay by Other (specify):
(i) Special Terms and Exceptions: See Exhibit C-2, the terms cf which
are hereby incorporated herein
The undersigned Financial Participant hereby agrees that NCPA shall be
entitled to negotiate any additional terms and conditions to the Financial
Transaction subscribed to hereunder and shall be entitled to negotiate and
execute any incidental agreements, certificates or other documents related
thereto.
72
NATURAL, GAS PROGRAM AGREEMENT -FINANCIAL ADDENDUM
Exhibit C-1
Transaction Confirmation (Financial)
Those persons executing this Financial Transaction Confirmation and the Parties
hereby warrant that they are authorized to do so.
Member
Utility Director
Date
Approved as to Legal Form
Its Counsel
73
NCPA
General Manager
Date
Approved as to Legal Form
Its General Counsel
NATURAL GAS PROGRAM AGREEMENT -FINANCIAL ADDENDUM
Exhibit C-2
Transaction Confirmation (Financial)
EXIIIBIT C-2
ADDITIONAL TRANSACTION TERMS AND CONDITIONS
[Actual additional transaction terms will depend on the transaction type.]
74
NATURAL GAS PROGRAM AGREEMENT - FINANCIAL ADDENDUM
Exhibit C-3
EXHIBIT C-3
COMMISSION -APPROVED BROKERS, EXCHANGES AND CONTRACTS
BROKERS:
MAN FINANCIAL INC.
EXCHANGES
NEW YORK MERCANTILE EXCHANGE ("NYMEX")
INTERCONTINENTALEXCHANGE ("ICE")
STANDARD INDUSTRY AGREEMENTS*
INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION, INC.
("ISDA") AGREEMENT
�Y�1���L�1i•li•L���7�:�3
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING
THE NORTHERN CALIFORNIA POWER AGENCY NATURAL GAS
PROGRAM AGREEMENT AND AUTHORIZING EXECUTION BY
THE CITY MANAGER AND ADMINISTRATION BY THE
ELECTRIC UTILITY DIRECTOR
WHEREAS, the City of Lodi ("City") is a project participant in natural gas fired
generation facilities and has a need to procure natural gas through the use of forward
market purchases to assure greater rate stability for its customers; and
WHEREAS, in response to this need, Northern California Power Agency
("NCPA") has developed a Natural Gas Purchase Program that can be used by NCPA
members to purchase natural gas as fuel for electric power generation for the benefit of
their respective customers; and
WHEREAS, the City is a member of NCPA; and
WHEREAS, the City may elect to become a participant in the Natural Gas
Purchase Program by executing the Natural Gas Program Agreement, under which the
City can direct NCPA to purchase natural gas, through the use of forward market
purchases or physical call options, to reduce the portion of its natural gas needs that
would otherwise have to be obtained in a potential lyvolatile spot market; and
WHEREAS, the City, as a participant in the Natural Gas Purchase Program, may
also elect to have the opportunity to stabilize its long-term natural gas fuel costs and
budgets through the use of financial transactions, and in order for the City to use
financial transactions to stabilize its natural gas fuel costs, the City must execute the
Financial Addendum attached to the Natural Gas Program Agreement, and the election
to use financial transactions is purely voluntary and is not required to participate in the
Natural Gas Purchase Program; and
WHEREAS, the City, as a participant in the Natural Gas Purchase Program, may
direct NCPA to procure natural gas on its behalf from third parties using competitive bids
submitted in response to a NCPA Request for Proposals, or through direct purchases
from the State Department of General Services ("DGS") Gas Program, or its successor
program, so long as the DGS program is available; and
WHEREAS, all procurement of natural gas under the Natural Gas Purchase
Program must meet certain conditions listed in the Natural Gas Program Agreement;
and
WHEREAS, NCPA will procure natural gas on behalf of the City using industry -
standard forms of agreement for natural gas purchases, including NCPA's standard
form North American Energy Standards Board ("NAESB") base contract, and associated
special provisions, and such agreements for natural gas purchases may be modified in
the discretion of the NCPA General Manager and NCPA's General Counsel, after
consultation with the City; and
WHEREAS, NCPA has developed a model credit support addendum, and
associated special provisions to the model credit support addendum, to be used in
conjunction with the NCPA standard form NAESB base contract; and
WHEREAS, costs for participating in the Natural Gas Purchase Program include
a) a monthly fixed charge, b) a variable charge that is allocated to each participant,
including the City, in accordance with the Natural Gas Program Agreement,
c) transaction specific costs associated with the City's natural gas transactions,
d) commodity costs specific to the City's natural gas transactions, and e) initial start-up
costs, including staff costs, legal costs and costs associated with establishing the third
party gas purchase agreements that will be used under the Natural Gas Purchase
Program; and
WHEREAS, the City, as a participant in the Natural Gas Purchase Program, is
required to deposit funds into a Security Account held by NCPA equal to the highest
three (3) months of estimated commodity costs for all natural gas transactions the City
has or will subscribe to as estimated by NCPA, prior to entering into any natural gas
transactions.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute the NCPA Natural Gas Program Agreement to
provide a means for the City of Lodi to reduce the portion of its natural gas needs that
would otherwise have to be obtained in a potentially volatile spot market, through the
use of transactions provided for under Natural Gas Program Agreement; thereby
assuring greater rate stability for its customers with administration by the Electric Utility
Director.
Dated: April 20, 2011
-------------------------------------------------------------
-------------------------------------------------------------
hereby certify that Resolution No. 2011-63 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 20, 2011, by the following vote:
AYES: COUNCIL MEMBERS— Hansen, Katzakian, Nakanishi, and
Mayor Johnson
NOES: COUNCIL MEMBERS— None
ABSENT: COUNCIL MEMBERS— Mounce
ABSTAIN: COUNCIL MEMBERS— Nam
HL
City Clerk
2011-63
Lodi Electric Utility
NCPA Gas Purchase Program
Lodi City Council Meeting
April 20, 2011
Discussion Topics
• NCPA Gas Purchase Program
• Financial Addendum (optional)
• Load/Resource Optimization & Balance
• Annual Budget (10 yrs)
• Short-term Planning (2-3 yrs)
• Risk Management & Market Information
2
Requirements for Gas Purchase Programs
• Execution GPP Agreement
• Transaction counter -party is NCPA
• Participant's Designated Representatives
• Financial Addendum (execution is optional)
• Prior to each transaction execution, NCPA check:
• Within NCPA's Energy Risk Mgmt Policies & Regulations
• Authorization by Participating Member's Designated
Representatives
- Counter -party contracts, amount(s), not -to -exceed price(s),
delivery period, POD
• Sufficient Security on account with NCPA for transaction
3
100.0
90.0%
80.0
70.0
60.0
50.0
40.0
30.0
20.0%
10.0
0.0
LODI - LOAD COVERAGE BY RESOURCE -
FY 2012 FY 2013 FY 2014 FY 2015 FY 2016
■ MKT PURCHASES
■ RENEWABLES CONTRACTS
■ TERM CONTRACTS
■ LEC
■ STIG
■ WESTERN BR
■ HYDRO
■ GEO
Fundamental
Ana lysis
Includes supply/demand,
weather, storage,
and economic drivers
Historic I
Ana lysis
An anchorto
define "value" over
a long period of time
Technical
Ana lysis
Includes charting,
moving average4
and market concentration
Most companies will utilize a combination of quantitative analysis and a qualitative analysis
(current fundamenta I and technical features) that are affecting price.
5
Hedge Plan - Transaction Decision Concepts
• Hedge Plan Decision concepts/components
Time & Price Matrix
- Time: amount of coverage level prior to delivery
- Price: value indication based on historical prices/trends
• Historic vs Forward Prices
• Mean Reversion vs Paradigm Shift or Bubble
Discretionary factors/logic
- Budget
- Reserve funds
- Retail rate competiveness
- Mean Reversion vs Paradigm Shift
- Other(s)
A
$700
2000-01 Egy Crisis Historical Day -Ahead On -Pk Prices
$600
NP15 COB
$500
$400
s
3
E
$300
$200
Hurricanes
Katrina/Rita
$100
h
am"
III I I IIIIIIII IIIIIIIIIIIIIIII I II I'III'IIIIIIIIIIIIII"II'II'I'I''
$700
$600
$500
$400
$300
$200
$100
$0
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N N N N N N N N N N N N N N N N
r r r r r r r r r r r r r r r r
O M In ti O) co In f-- m co
r r r
0
0
0
0
0
0
0
0
0
0
N
N
N
N
N
N
N
N
N
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r
r
r
r
r
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r
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r r r r r r r r r r r r r r r r
O M In ti O) co In f-- m co
r r r
Lodi -- July 2012
Scenario 1 — similar to Lodi's current Risk Mgmt Policy
Market Purchase rqmts
gas rqd to meet 100% Gen for Load
Purchased Gas
Non Gas-fired
Load
Scenario 2
Market Purchase rqmts
gas rqd to meet 100% Gen for Load
Economic Surplus Gas
Purchased Gas
Non Gas-fired
Load
Scenario 3
Market Purchase rqmts
1 gas rqd to meet Coverage Ratio
Purchased Gas
Non Gas-fired
Load
Plant Heat Rate MMBtu/day Equiv mwh
mwh %of Load MMBtu/mwh $ 4.98 /MMBtu F$ 51.89 /mwh
(0) 0%
18,936 41% 6.8 49250 $ 656,039 $ 982,581
1,998 4%
25,308 55%
46,242
(4,532) -10%
18,936 41% 6.8 4,250 $ 656,039 $ 982,581
4,532 10% 9.2 1,345 $ 207,587 $ 235,153
1,998 4%
25,308 55%
46,242
13,873 30%
5,063 11% 6.8 1,111 $ 171,423 $ 262,724
1,998 4%
25,308 55%
46,242
10
PG&E CITYGATE -12-Month Gas Strip Prices (RMI)
and NCPA 4 -Year Spot Gas Price Percentiles
$8.50
$8.00
$7.50
$7.00
$6.50wl�wj
V
$6.00
$5.50 -
411111
$5.00
$4.50
$4.00
$3.50
rn
0
rn rn
0 0
rn
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0)
0
rn rn rn rn 0) 0) 0) 0 0 0 00 0 0 0 0 0
0 0 0 0 0 0 0--- r r r r r r r
0
r
0
r r
0
N
0 0
N N
0
N
0
N
0 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0
N N N N N N N N N N N N N N N N N
0
N
0 0
N N
00
N
0 0
N N N
r r r r
r
r
50th
%ile
40th %Ile 60th %ile 2012 2013
2014
2015
10
Hedge Plan — Discretionary Component
• Discretionary factors/logic
• Budget
• Reserve funds
• Retail rate competiveness
• Mean Reversion vs Paradigm Shift
• Other(s)
11
Transaction Process/Procedure
• Annual Budget Forecast (10 yrs) -annual
• Short-term update (2-5 yrs)
• monthly Load/Resource Optimization/Balance
• Prior to each transaction execution, NCPA check:
• Within NCPA's Risk Energy Mgmt Policies & Regulations
• Authorization by Participant's Designated
Representatives
- Counter -party contracts, amounts, not -to -exceed price,
POD, delivery period, POD
• Sufficient Security for Transaction on account w/ NCPA
• RFP/Exchange, execute & confirm
• Database for scheduling/delivery
12
Staff Recommendation
• Approve NCPA Gas Purchase Program participation
• NCPA Staff provides analytical efficiency
Avoid counter -party supplier contract negotiations
Market analysis staff
Short term planning staff
Load resource balance
Available data
• Economy of scale for purchases
13