HomeMy WebLinkAboutAgenda Report - August 3, 2011 C-0610
AGENDA ITEM C 0
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Approving the Northern California PowerAgency Market
Purchase Program Agreement, Authorizing Execution by the City Manager with
Administration by the Electric Utility Director, and Appointing the City Manager and
Electric Utility Director as the Designated Representatives for Lodi
MEETING DATE: August 3,201 1
PREPARED BY: Electric Utility Director
RECOMMENDED ACTION: Adopt a resolution approving the Northern California PowerAgency
Market Purchase Program Agreement, authorizing execution by the
City Manager with administration by the Electric Utility Director, and
appointing the City Manager and Electric Utility Director as the
Designated Representatives for Lodi.
BACKGROUND INFORMATION: The Northern California PowerAgency (NCPA) Commission
approved a Market Purchase Program (MPP) Agreement at its July
2007 meeting. The MPP has provided participating NCPA
members with services to secure short-term (less than five years) power purchase contracts from the
market using NCPA staff and their power purchase agreements. At the inception of the MPP, Lodi made
the decision not to participate in the MPP due to its high cost and security deposit requirements.
Over the years Lodi has contracted with NCPA for subsets of the MPP services, such as the $40,832
letter of agreement approved by Resolution No. 2008-113 in June 2008. This letter of agreement
excluded risk management services, including counterparty credit evaluation and monitoring, and
required Lodi to negotiate, execute and maintain its own power purchase agreements.
Since the implementation of the MPP, much start-up work has been completed and the current budget for
the MPP has dropped from $203,400 for Fiscal Year 2007/08 to $58,275 for Fiscal Year 2011/12. Since
2007, the requirement to maintain Lodi's existing power supply contracts, to assess counterparty risk and
complete credit analysis has become increasingly burdensome as the electric utility industry has
continued to become more complex.
In April 2011, the Lodi City Council adopted Resolution No. 2011-63 authorizing Lodi to participate in the
NCPA Gas Purchase Program. Lodi will benefit by having the full range of NCPA services to provide
coordination for both gas and power purchases.
Purchases underthe MPP will be made using industry standard contracts including the Western
Systems Power Pool Agreement (WSPP Agreement) or the Edison Electric Institute Master Power
Purchase and Sale Agreement (EEI Master Agreement), with such modifications as have previously been
approved by the NCPA Commission. Purchases are restricted to a maximum time period of five years.
radt Bartlam, City Manager
Adopt Resolution Approving the Northern California PowerAgency Market Purchase Program Agreement, Authorizing Execution
by the City Managerwith Administration by the Electric Utility Director, and Appointing the City Manager and Electric Utility
Director as the Designated Representativesfor Lodi
August 3,201 1
Page 2 of 2
The MPP requires the appointment of "Designated Representatives"who are authorized to execute
purchase confirmations and to approve modificationsto the standard as necessarywith the City
Attorney's attestation for each transaction. It is recommended that both the City Manager and the
Electric Utility Director be appointed as Lodi's Designated Representatives.
The MPP requires each participantto pay a fixed $900/month plus a variable charge to cover the
remaining portion of the MPP budget based on the purchases made through the MPP. Due to the large
drop in the MPP budget it is expected that the majority of the costs will be covered by the $900 per month
charge to each participant and that there will be little or no variable charge. The MPP allows all NCPA
Members to sign up for the MPP without any actions being taken by eitherthe other MPP participants or
the NCPA Commission. The MPP does grant the right to the existing MPP participantsto require new
MPP participants to pay a contribution to the development costs of the MPP previously paid by the
existing MPP participants. The existing MPP participants have determined that this one time charge for
Lodi to join the MPP is $10,000.
This recommendation has been reviewed and agreed to by the Risk Oversight Committee.
FISCAL IMPACT: Monthly fixed cost of $900/month plus a variable charge estimated to be
less than $0.3/MWh for energy purchased through MPP. In addition, there
will be a one-time charge of $10,000.
FUNDING AVAILABLE: Included in the FY 2011/12 Budget Account No. 160642.8201.
Jordan vers
Deputy City Manager/Internal Servi es Director
.I✓"� 1. '' ,
f l~
Eli e .+ irkley i l
Electric Utility Director
PREPARED BY: Matt Foskett, Rates& Resources Manager
EAK/MF/Ist
NCPA MARKET PURCHASE PROGRAM AGREEMENT
NCPA NL, R T PURCHASE PROGRAMAGREEMENT
EXECUTION COPY
This NCPA MARKET PURCHASE PROGRAM AGREEMENT ("the
Agreement") is made
effective as of August 1,2007 ("the Effective Date"), by and among the Northern
CaliforniaPower Agency,
ajoint powers agency of the Statecf California("NCPA")and those of its
Members who executethis Agreement ("Participants")
NCPA and the Participants are referred to herein individually as a "Party" and
collectivelyas the "Parties".
RECITALS
A. NCPA and the Participants are interested in purchasing additional
electric capacity and energy for the benefit of the Participants' customers.
B. The Participants, through these purchases, seek to reduce the
proportion of their customers' electric supply needs that would otherwise have
to be obtained m a potentially volatile spot market, thereby assuring greater rate
and budget stability.
2
NCPA MARKETPURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
C. The Participants desire that NCPA negotiate and enter into term
agreements to purchase electric energy and capacity from creditworthy market
suppliers that simultaneously allow Participants to diversify their counterparty
risk by subscribing to a more diverse portfolio cf power purchase contracts than
if each individually selected a single energy supplier.
D. The Participants further desire to enable and obligate NCPA to
conduct the foregoing activities, and deliver electricity from these market
purchases to the Participants, and to enable and obligate the Participants to take
delivery of and pay for such electricity and to pay NCPA for the costs of
undertaking the foregoing activities.
NOW THEREFORE, in consideration of the foregoing, and the mutual
promises and covenants hereinafter set forth, and other good and valuable
consideration,the receipt and sufficiencyof which are hereby acknowledged, the
Parties agree and intend to be legallybound 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:
3
NCPA MARKET PURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
Section7.3.I
1.1.1 "AdjusdngParticipant" has the rneaning set forth in
1.1.2 "Agreement" means tlus NCPA Market Purchase
Program Agreement, including all Exhibits attached hereto, as the same may be
amended from time to time in accordancewith the terms and conditions hereof.
in Section7.2.
1.1.3 "AllocatingParticipant" has the meaning set forth
1.1.4 "Annual Budget" rrzons the budget for the ensuing
I. •sem v, . • rr a• • - f• 7 •11 •- -O - .oTa I • - .
OWN
NTCPA a *nitibed to NTCP'A in woe with Article IV, Section 7 cf the Joint
Powers Agreement.
1.1.6 "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 at5:00 p.m. local time.
4
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTION COPY
1.1.7 "Budget Year" means the NCPA fiscal year;
currently the twelve month period beginning July 1 and ending on the next
followingJune 30.
1.1.8 "Claims" has the meaning set forth in Section 10.2.
1.1.9 "Commission" means the NCPA Commission.
1.1.10 "Commodity Costs" means the cost billed to NCPA
by a Third Party seller for electric energy and/or capacity obtained through a
Power Purchase Agreement that qualifies as an Eligible Contract 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 governingbody.
5
NCPA UD R=PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
1.1.12 "Contract Price" means, with respect to any Eligible
Contract Purchase under this Agreement, the price per megawatt -hour and/or
price per megawatt listed in the applicable TransactionConfirmation.
Section9.1
1.1.13 "Defaulting Party" has the meaning set forth in
1.1.14 "Designated Representatives" means with respect to
NCPA, its General Counsel and General Manager; and with respect to each
Participant, Its Counsel and Utility Director (or other employee designated by
resolution of the Participant's governing body).
preamble hereto.
1.1.15 "Effective Date" has the meaning set forth in the
1.1.16 "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, of the
Participant now or hereafter existing, used or pertaining to the generation,
transmission, transformation, distribution or sale of electric capacity and energy,
or the utilization of such, including all additions, extensions, expansions,
improvements and betterments thereto and equipment thereof, provided,
in
NCPA MARKET PURCHASE PRO GUM AGREEMENT
EXECUTION COPY
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 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.
1.1.17 "Eligible Contract Purchase" means a market
purchase of electric energy or capacity from a Third Party that satisfies the
Procurement Conditions and has been approved by each Party as an Eligible
Contract Purchase in accordancewith Section3 of this Agreement.
1.1.18 "Environmental Attributes" means any and all
credits, benefits, emissions reductions, offsets, and allowances, howsoever
entitled, directly attributable to the market purchase. Environmental Attributes
include but are not limited to: (l)any avoided emissions of 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 of 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
NCPA MARKETPURCHASEPROGRAM AGREEMENT
EXECUTIONCOPY
avoided emissions such as Green Tag Reporting Rights. Environmental
Attributes do not include: (1)any energy, capacity, reliability or other power
attributes; (2) production ta,,, credits associated with the construction or
operation of the energy projects and other financial incentives in the form of
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 of particular pre-existing pollutants
or the promotion of local environmental benefits; or (4) emission reduction
credits encumbered or used by the Unit(s) for compliance with local, state, or
federal operatingand/or air qualitypermits.
1.1.19 "Evut cf D�atatt' has the ming set forth in
Secdcaz5.5.3and SectionR 1.
1.1.20 "Joint Powers Agreement" means that certain
Northern Califomia Power Agency Joint Power Agreement fust made July 19,
1968 and revised as cf April 1, 1973, establishing NCPA, as the same may be
amended from time to time.
1.1.21 "Maxim= Contract Price" meatis the applicable
1 a m ceiling pmm fig capaci ty and/or energy at the time an Eligible C ltraa
8
NCPA TKARKET PURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
Purchase is consummated; currently, the CAISO Bid Cap for its real-time
imbalance energy market as approved by the Federal Energy Regulatory
Commission.
1.1.22 "Member" means any Member of NCPA or
AssociateMember cf NCPA.
1.1.23 " MW means megawatt.
1. 1.24 "MWh" means megawatt hour.
1.1.25 "MPP" means the NCPA Market Purchase
Program, consisting of all Eligible Contract Purchases hereunder and all
Participants hereto as program Participants.
1.1.26 "MPP Costs" are all those fixed and variable costs
(each including administrative and general overhead costs), other than
Transaction Specific Costs and Commodity Costs associated with the MPP
Program. "Fixed MPP 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 attorney fees. "Variable MPP Costs" are those costs
that are common to all Participants under this Agreement but are expected to
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
vary with the size and scope Of the purchase program established under this
Agreement, including NCPA staff time.
1.1.27 "MPP Cost Allocation" means the MPP Costs
allocatedto the Participants in the Annual Budget.
hereto.
1.1.28 "NCPA has the meaning set forth in the preamble
1.1.29 "Net Short Position" means the amount cf energy in
megawatt hours by which a Participant's forecasted monthly load exceeds its
resources as detailed in NCPAs Monthly Load -Resource Balance Summary and
the ten-year Load Resource Balance provided as part of the Annual Budget. For
months in which a Participant's resources exceed its forecasted load its Net Short
Position shall be deemed to be zero. A Participant's annual Net Short Position
for each Budget Year will be computed as the sum cf each month's Net Short
Position.
preamble hereto.
1.1.30 "Participant" has the meaning set forth in the
10
NCPA MARKETPURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
Participant's written and properly executed confirmation of a transaction to
acquire an Eligible ContractPurchase, in the form cf Exhibit A.
1.1.32 "Party" a "Parties" has the meaning set forth in
the preamble hereto; provided that "Third Parties" are entities that are not party
1.1.33 " PPA cr Power Purchase Agreement nxnm an
agreement f a the purchase and delivery cf electric energy or ctyentered
into by NCPA with Thud Parties. The PPA shall in the foam cif the VvSPP
Agreement or the = Master Power Purchase & Sale Agreement, with such
modifications as have been approvedby the Conm issicn, provided that, in any
particular insta , such agreemerrts may be modified in the discretion cf the
NC PA General Manager and 1ITCPA Geral Counsel, after consultationwith the
Project Participants, where such modifications are reasonably required in order
to consummate the PPA.
1. 1.34 "Procur&' and other fo= of such verb, including
Procurement, Procuring, and Procured, means acquiring electricity through
Eligible ContractPurchases with third parties.
11
NCPA Mr1RKET PURCHASEPROGRAMAGREEMENT
EXECUTION COPY
forth in Section 3.1.
1.1.35 "Procurement Conditions" has the meaning set
1.1.36 "Resource Adequacy Capacity" is that capacity in
megawatts that has been approved by each Participant, acting as a Local
RegulatoryAuthority, as capacity availableto ensure that adequate resources are
available to meet peak demand and operating and planning reserves for the
purposes of local area and system reliability.
1.1.37 "Revenues" means, with respect to each Participant
with the exception of BART, all income, rents, rates, fees, charges, and other
moneys derivedby the Participantfrom the ownership or operation cf its Electric
System, including, without limiting the generality of 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
of such income, rents, rates, fees, charges or other moneys to the extent that the
use of such earnings and income is limited by or pursuant to law to its Electric
System and (c)the proceeds derivedby the Participant directly or indirectly from
the sale, lease or other dispositioncf all or a part of the Electric System, but the
12
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
term Revenues shall not include (i) customers' deposits or any other deposits
subjectto refund until such deposits have become the property of the Participant
or (ii) contributions from customers for the payment of costs of construction of
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 of
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 dispositionaf all or a part of 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.
1.1.38 "Scheduling Protocols" means the applicable
provisions cf the Scheduling Coordinator Program Agreement and any other
contractual or other arrangements between NCPA and the relevant Participant
concerning the scheduling, delivery and metering of the Eligible Contract
Purchase as approved by the Parties.
1.1.39 "Security Account" means the account established
by NCPA and funded by the Participants in accordance with Section 5.3, the
13
NCPA MARKETPURCHASEPROGRAMAGREEMENT
EXF=ONCOPY
funds of which are available for use by NCPA in accordance with the terms and
conditionshereof.
1.1.40 "SubscriptionPercentage" means that proportion of
an Eligible Contract Purchase that a Participant subscribes to in writing in
accordancewith the terms of this Agreement.
1.1.41 "Tenn" has the meaning set forth in Section8.
1.1.42 "Transaction Confirmation" has the meaning given
to it in the PPA used to procure energy and/or capacity for an Eligible Contract
Purchase.
1.1.43 "frareactiurSpecific Costs" means any and all
costs, except for Commodity Costs, arising after executionof an Eligible Contract
Purchase and directly or indirectly incurred by NCPA as a result of entering into
a specific transaction to acquire an Eligible Contract Purchase. Transaction -
Specific Costs include, but are not limited to termination payments, or
counterparty requests for assurances,related legal fees and associated staff time.
forth in Section7.3.1.
1.1.44 "Withdrawing Participant" has the meaning set
14
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
1.2 Rules of 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 limitation;" and references to a "Secticai�" "subsecticr," "clause," or
as the casemay be: All refrences 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 Prior to December 31, 2007, this
Agreement shall be effective as to each Participant as of the Effective Date upon
15
NCPA MA=T PURCHASE P RO GU M AGREEMENT
EXECUTIONCOPY
execution by the Participant, whereupon the procurement period shall
commence and survive through the term of this Agreement. After December 31,
2007 this Agreement shall be effective as to each Participant in accordance with
Section 7.2 below.
Section 3. Procurement Process
3.1 Reauest for Proposals and PPAIs)_. All Procurement
activities undertaken pursuant to this Agreement shall be through the use of a
Request for Proposals substantially in the form ctf Exhibit B attached hereto.
NCPA represents that the following conditions will be observed when
undertaking its Procurement activities. ("Procurement Conditions"):
(i) Each market purchase shall be an Eligible Contract Purchase,
consummated in accordancewith the NCPA Energy Risk Management Policy;
(ii) Participants may only subscribe to Eligible Contract Purchases
in the amount of their forecast Net Short Position, or to the extent that a
subscriptionprovides Participant with Resource Adequacy Capacity;
(iii) The period of time for which NCPA is obligated to accept and
pay for electricityunder an Eligible Contract Purchase shall be less than five (5)
years;
16
NCPA MARKET PURCHASEPROGRAM AGREEMENT
EXECUTION COPY
(iv) The Contract Price for purchasing energy in a Eligible Contract
Purchase shall not exceed the Maximum ContractPrice;
(v)The PPA(s) utilized to procure Eligible ContractPurchases may,
in any given instance, be modified in the discretion of the NCPA General
Manager and NCPA General Counsel, after consultation with the Project
Participants, to include additional terms and conditions approved by the Parties'
Designated Representatives or to delete previously approved Commission
modifications to the form of the PPAs, where such modifications are reasonably
required in order to consummate the PPA;
(vi)Any Environmental Attributes or Resource Adequacy Capacity
associated with an Eligible ContractPurchase will be procured by NCPA for the
proportionatebenefitcf the Participants.
3.2 Participant Approval cf Procurement Process and an Elizible
Contract Purchase. By executing this Agreement, each Participant acknowledges
and agrees to be bound by the procurement process contained in or referenced
by a Request for Proposals issued pursuant hereto. By and through their
Designated Representatives' execution of a Participant Purchase Confirmation
substantially in the form cf Exhibit A hereto, each Participant acknowledges and
approves cf the terms cf the corresponding PPA for subscription to an Eligible
17
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
Contract Purchase, and agrees to pay for its share of the power or capacity
purchased thereby.
3.3 NCPA Approval of Procurement Process and an Eligible
Contract Purchase. By executing this Agreement, NCPA acknowledges and
agrees to be bound by the procurement process contained in or referenced by the
Request for Proposals, and by the execution of a Participant Purchase
Confirmation hereunder, substantially in the form of Exhibit A hereto, NCPA
approves of the terms cf the PPA for the Procurement of an Eligible Contact
Purchase.
3.4 Delivery of Electricity / Allocation of Resource Adeauacv
Capacity and Environmental Attributes. Any electricity delivered to NCPA from
an Eligible Contract Purchase shallbe delivered to each Participant in proportion
to such Participant's Subscription Percentage and each Participant shall accept
and pay for its relevant percentage of such electricity. To the extent Participant is
unable to accept such deliveries in full, NCPA shall dispose cf such surplus in its
discretion, in such a manner to maximize Participant value. Notwithstanding the
above, NCPA may allocate and pool capacity and energy -procured through any
particular Eligible Contract Purchase among the Participants in such percentages
as NCPA may, m its reasonable discretion, determine are necessary, desirable, or
18
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
appropriate. Such electricity shall be scheduled for the Participants in
accordance with the Scheduling Protocols. Resource Adequacy Capacity and
Environmental Attributes obtained by NCPA as a result of performance under
this Agreement shall likewise be allocated to the Participants by their
SubscriptionPercentage.
3.5 Payments to Counterparties. NCPA shall pay all costs
incurred hereunder using operating or SecurityAccount 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.
3.6 Removal of Eligible Contract Purchases from MPP. Any
Eligible Contract Purchase that delivers electricity to NCPA under a PPA shall be
automatically removed from the MPP on the date its Transaction Confirmation
terminates or expires. Any other Eligible Contract Purchase shall continue to be
included in the MPP until such time as NCPA approves removing it from the
MPP and approves the subsequent use cf such Eligible Contract Purchase,
including whether such Eligible Contract Purchase should be sold or otherwise
disposed cf by any means including assignment, book -out or offsetting
transaction, or termination. Any proceeds or costs associated with removing an
Eligible Contract Purchase from the MPP shall be allocated among the
19
NCPA N ARKETPURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
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
any other Party which are not inconsistent with the provisions cf this Agreement
and which do not involve the assumption of obligations other than those
provided for in this Agreement, in order to give fdU effect to this Agreement and
to carry out the intent of this Agreement. Further, the Parties agree to cooperate
and act in good faith in connectionwith obtaining any credit support required in
order to procure electricity from an Eligible Contract Purchase, including with
respect to negotiating and executing any agreements to implement any credit
support arrangements.
Section 5. Payment Obligations, Security Account. Invoicing
5.1 Participant Payment Obligations. Each Participant agrees
pay to NCPA each month the sum of (a), (b), and (c) as follows: (a) Fixed MPP
Costs of $900 for each month Participant is a party to this Agreement, and one -
twelfth of the Variable MPP Costs as determined below in Section 5.2, plus (b)
Transaction Specific Costs for each Eligible Contract Purchase Participant
20
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
subscribes to, plus (c) Commodity Costs. In addition, each Participant shall
maintain working capital in accordance with NCPAs Annual Budget, and
maintain its SecurityAccount as provided in this Agreement.
5.2 Calculation of and True -UD for Variable MPP Costs.
Participants payment obligations for Variable MPP Costs under section 5.1 shall
be calculated as follows. For each Budget Year NCPA shall estimate the total
Variable MPP Costs to be incurred under this Agreement and this total will be
divided by the Participants' total Net Short Position to determine the estimated
Variable MPP Unit Cost on a per megawatt -hour basis. The Variable MPP Unit
Cost will then be multiplied by the total monthly energy subscribed to by each
Participant to determine the amount owed by each Participant for Variable MPP
Costs under section 5.1 (a) above. Upon the conclusioncf a Budget Year NCPA
shall compare each Participant's payment cf estimated Variable MPP Costs with
the actual Variable MPP Costs incurred on behalf of Participant such that
overpayments will be credited to, and underpayments will debited to
Participants account in accordancewith NCPA's Annual Budget settlements.
5.3 Securitv Account.
5.3.1 Initial Amounts. Prior to subscribing to an Eligible
Contract Purchase a Participant shall insure that sufficient funds are on deposit
21
NCPA MARKRTPURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
in the Security Account equal to the highest (3) months of the immediately
following (12) months of estimated Commodity Costs for all Eligible Contract
Purchases Participant has or will subscribe to; provided however that such
deposit may be satisfied in whole or part either in cash or through a letter of
credit satisfactoryto NCPA's General Manager.
5.3.2 Subsequent Deposits. Periodically, and at least
quarterly, NCPA shall review and revise its estimate cf all costs for which
Participant shallbe obligated to pay for under this Agreement for the succeeding
12 months. Following such review, NCPA shall determine whether each
Participant has a sufficientbalance 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%) of the amount required herein, NCPA shall credit such
amount as soon as practicable to the Participant's next following invoice. To the
extent that any Participant's balance in the Security Account is less than ninety
percent (90%) of the amount required herein, NCPA shall add such amount as
soon as practicable to such Participant's next invoice. Credits or additions shall
not be made to Participants who satisfy these Security Account requirements in
whole through the use of a letter of credit, provided that the amount of the letter
0
NCPA MARKETPURCHASEPROGRAM AGREEMENT
EXECUTIONCOPY
cf credit shall be adjusted in a like manner to assure an amount equal to the
highest three (3)months of estimated Commodity Costs.
5.3.3 Use of SecurityAccount Funds. NCPA may use any
and all funds deposited into the Security Account to pay any costs it incurs
hereunder, including making payments to counterparties under any Power
Purchase Agreement or for termination payments, requests for assurances by
Third Parties, credit support, and related expenses under a Power Purchase
Agreement, without regard to any individual Participant's balance in the
Security Account or proportionate share of MPP Costs and irrespective of
whether NCPA has issued an invoice for such costs to the Participants or
whether a Participant has made timely payments of invoices. Should Participant
have satisfied its SecurityAccount requirements in whole or part through a letter
of credit, NCPA may draw on such letter cf credit to satisfy Participant's
obligations hereunder.
5.3.4 Emergency Additions. In the event that the funds
are withdrawn pursuant to section 5.3.3, or if the SecurityAccount is insufficient
to allow payment of 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 assessmentto the Participants. Each Participant shall pay
23
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
to NCPA such assessment when and if assessed by NCPA within two (2)
Business Days of the invoice date of the assessment or consent to and direct
NCPA to draw on any existing Letter cf Credit Participant has established for
suchpurposes.
5.3.5 Accounting and Interest. NCPA shall maintain a
detailed accounting of each Participant's deposits into and shares of withdrawals
from the Security Account. Interest earned on the Security Account shall be
proportionately credited to the Participants in accordance with their Security
Account Balances. Any losses in the Security Account caused by early
termination of investments shall be allocated among the Participants in
accordancewith their proportionate SubscriptionPercentages.
5.3.6 Return of Funds. On the termination of this
Agreement with respect to a Participant or a permitted withdrawal of a
Participant in accordance with this Agreement, the affected Participant or
Participantsmay apply to NCPA for the return of their share of SecurityAccount
funds ninety (90) days after the effective date cf such termination or withdrawal.
NCPA shall, in its sole discretion, as determined by the General Manager,
estimate the then outstanding liabilities of the Participant(s), including any
estimated contingent liabilities and shall retain all such funds until all such
24
NCPA NMP=PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
liabilities have been fully paid or otherwise satisfied in full. The balance of the
Participant's share of the SecurityAccount will be refunded to the Participant.
5.4 Invoicins.
5.4.1 Invoices. As part of NCPA's regular, monthly,
advance billing or by separate special invoice, as required in the circumstances,
NCPA will issue an invoice to each Participant for its proportionate share of the
Commodity Costs, MPP 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 and estimated settlement and meter data. Each invoice
shall include: (i)the total Transaction Specific and Commodity Costs attributable
to Procurement activitiesunder this Agreement for such month and the relevant
Participant's share thereof, (ii) the total MPP Costs attributable to program
services for such month and the relevant Participant's share thereof, (iii) the
quantity of electricity, Resource Adequacy Capacity and Environmental
Attributes, by Eligible Contract Purchase, delivered to such Participant (or an
estimate thereof) and the unit price for such electricity; (iv) appropriate
settlement and meter data (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 of the amount, if any, that NCPA has paid or expects to pay
25
NCPA MARKE.TPURCHASEPROGRAMAGREEMENT
EXECUTION COPY
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 Payment of Invoices. All invoices delivered by
NCPA hereunder 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 may be paid
on the following Business Day. NCPA may apply a Participant's share of the
Security Account to the payment cf all or any portion of an invoice issued to
such Participant, provided that application of 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, followingreceipt of payment of
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.
5.4.3 Late Payments. Any amount due and not paid by a
Participant in accordance with Section 5.4.2 shall bear interest computed on a
daily basis until paid at the lesser cf (i)the per annum prime rate (or reference
26
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
rate) of the Bank of America NT&SA then in effect, plus two percent (2%) or (ii)
the maximum rate permitted by law.
5.5 SettlementData and Examinationof Books andRecords.
5.5.1 Settlement Data. NCPA will make metering and
settlement data available to the Participants. Procedures and formats for the
provision of such data will be as establishedby the Participants and NCPA from
time to time.
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 agreedupon time.
5.5.3 Revenue Covenant. 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 shall be subject to such
remedies cf 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 cf revenue
provided that such sources shall not include any sums derived from sources the
27
NCPA MAFUTSETPURCHASE PROGRAMAGREEMENT
EXECUTION COPY
use of which is limited by law to expenditures other than operating expenses, its
percentage share cf the costs authorized by Participants in accordance with this
Agreement in connection with its participation in the Project. 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 revenue funds to meet this
obligation; (H) 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 is an interruption in, interference with, or reduction or suspension of
servicesprovided under this Agreement; suchpayments not being subjectto any
reduction, whetherby 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 contemplated by the
Parties; and (iv) 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
28
NCPA MARKET PURCHASE PROGUMAGREEMENT
EXECUTIONCOPY
6.1 General. The NCPA Commission has sole overall
responsibility and authority for the administration of 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 Section6.2.
6.2 Actionbv Participating.Members.
(a) Forum: Whenever any action anticipatedby this Agreement is
required to be taken by the Participating Members, such actions shall be taken at
a regular or special meeting of the NCPA Commission but shall be participated
in only by those Commissioners, or their designated alternates, who are
Participants.
(b)Quorum; A quorum at NCPA Commission meetings for
purposes of acting upon matters relating to this Agreement shall consist of
Commissioners, or their designated alternates representing majority interest in a
Eligible ContractPurchase based upon Subscription Percentages.
(c) VotinL7: Each Participant shall have the right to cast one vote
with respect to matters pertaining to this Agreement, with a majority vote of the
Participating Members required for action subjectto the following exceptions:
29
NCPA N ARKETPURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
L Upon request of any Participant representative, the
voting on an issue related to a specific Eligible Contract Purchase shall be by
SubscriptionPercentage with a 65% or more favorablevote necessary to carry the
action.
ii. After any decision related to this Agreement, other
than for a specific Eligible Contract Purchase, is taken by the affirmative vote of
less than 65% of 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 of the other Participants within ten (10) days following the
date on which such action was taken. Upon receipt of such a request for
reconsideration, the Chairman of the Commission shall agendize the matter for
reconsideration at the next regular meeting of the Commission or at a special
meeting if the circumstances so warrant. The action shall be upheld upon the
affirmativevote of authorized representatives the Participants. Any actiontaken
upon reconsideration shallbe final.
30
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
Section 7. Subscripi Percentages; Admission and Withdrawal of
Participants
7.1 SubscriptionPercentag_es. The Subscription Percentages of
each Participant shall be maintained in NCPA's deal capture system and
summary reports therefrom will be provided to Participantsupon request.
7.2 Admission of New Participants. Following the Effective
Date cf this Agreement, a Member may execute this Agreement and become a
Participant provided that the new Participant: 1) reimburses existing
Participants for a proportionate share of the applicable costs identified during
NCPA's Annual Budget process and any MPP Costs incurred to establish and
administer this MPP Program as determined by existing Participants, and 2)
satisfies all Security Account requirements under this Agreement. A new
Participant shall not be entitled to any electric Resource Adequacy Capacity, or
Environmental Attributes, or energy from Eligible Contract Purchases
consummated prior to the date it becomes a Participant uniess one or more of the
existing Participants ("Allocating Participants") elect to allocate a portion of its
Participant Percentage to such Member. Upon an agreement thereof and
affirmativevote thereon by all Participants, NCPA shallprepare and distribute to
each Participant the written agreement between the Member and the Allocating
31
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTION COPY
Participants) indicating the agreed upon change in the Subscription
Percentage(s) for the designated Eligible Contract Purchase(s), a counterpart of
this Agreement executedby the Member, and a report from NCPA's deal capture
system reflecting the revised Subscription Percentages. Any reduction in any
Allocating Participant's share of the Security Account shall be credited to the
Allocating Participants in accordance with Section 5.3.2.
7.3 Withdrawal dParticinants.
7.3.1 Requirements and Process. A Participant may
voluntarily withdraw from this Agreement ("Withdrawing Participant") by
providing two (2) year's advance written notice to NCPA and the other
Participants. Upon the mutual agreement of two or more Participants, the
Withdrawing Participant may assign some or all cf its Subscription Percentage
share of its Eligible Contract Purchases to another Participant "Adjusting
Participant") to assume the Withdrawing Participant's Subscription Percentage
only if such withdrawal and assignment does not violate of any applicable credit
support conditions. The Withdrawing Participant shall provide to NCPA the
applicable assignment agreement between the Withdrawing Participant and the
AdjustingParticipant(s) regarding any such assignments and NCPA shall reflect
32
NCPX MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
the change in its deal capture system recording the new allocation of
Subscription Percentages.
7.3.2 Associated Costs. A Withdrawing Participant shall
reimburse NCPA for any and all costs resulting from 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
Participant's obligations.
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 satisfactionin B11 thereof.
Section 8. Term and Termination The term ("Term") of this Agreement shall
commence on the Effective Date, continue for five (5) years, and shall be
extended for one (1)year on each anniversary of 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.
33
NCPA MARKET PURCHASEPROGRAMAGREEMENT
EXECUTION COPY
Section 9. Default and Remedies
9.1 Events of Default. An Event of Default under this
Agreement shall exist with respect to a Party ("Defaulting Party") upon the
occurrenceof any one or more of the following:
(i)if any Party fails to make any payment or to provide assurances
as required of NCPA under a PPA when due hereunder two (2) Business Days
after receipt of notice given by NCPA of 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 (whichis coveredby Section9.1 (i))pr
(iii) if any representation or warranty of 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 of notice from any other Party demanding cure; or
34
NCPA MARKETPURCHASEPROGRAMAGREEMENT
EXECUTION COPY
(iv) if a Participant is in default or in breach of any of 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 of 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 of an Event of Default. An Event aP Default shall be
deemed cured only if such default shall be remedied within the time period
specified in Section9.1, 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 that failure of a Party to provide such notice
shall not be deemed a waiver of such default.
9.3 Participation Rizhts Of Defaulting Party. Notwithstanding
anything herein to the contrary, upon the occurrence of an Event of Default and
until such Event of 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.
35
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
9.4 Remedies in the Event of Default.
9.4.1 Remedies of NCPA. Upon the occurrence of an
Event of Default where a Participant is the Defaulting Party, without limiting its
other rights or remedies availableunder this Agreement, at law or in equity, and
without constituting or resulting in a waiver, release or estoppel of any right,
action or cause of action NCPA may have against the Participant, NCPA may:
(i) suspend the provision of services under this Agreement
to such Defaulting Party, including the delivery of electricity and other attributes
of any Eligible Contract Purchases until the Event of Default is cured; and
(ii) demand that the Defaulting Party provide further
assurances to compel the correction of the default, including mandating the
collection of a surcharge to produce Revenues to secure the cure of 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 cf the non -defaulting Participants.
9.4.2 Sale/Transfer of Participants Account Upon Default.
Upon any default of a Participant caused by the failure of such Participant to pay
36
NCPA MARKET PURCHASE PR O GU M AGREEMENT
EXECUTIONCOPY
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
Participant's account all or a portion of the Participant's capacity and/or energy
and/or Environmental Attributes for the remainder of the term of this
Agreement. Notwithstanding that all or any portion of the Participant's capacity
is so sold or transferred, the Participant shall remain liable for all of its
obligations hereunder unless released therefrom by NCPA upon assumption by
a transferee or assignee.
9.4.3 Remedies of Participants. Upon the occurrence of
an Event of Default, and following the applicable cure periods, where NCPA is
the Defaulting Party, the Participant 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 of any right, action or
cause of action the Participants may have against NCPA, terminate this
Agreement in whole, subjectto the provisions cf Section9.5.4.
9.4.4 Special Covenants Regarding Security Account. In
the event that a Participant's balance of 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
37
NCPA M PJCET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
under this Agreement, at law or inequity, such Participant shall cooperate in
good faith with NCPA and shall cure the default as rapidly as possible, on an
emergencybasis, taking all such action as is necessary, including,but not limited
to, raising rates and charges to its customers to increase its Revenues to replenish
its share of the Security Account as provided herein, drawing on its cash -on -
hand and lines cf credit, obtaining further assurances by way of credit support
and letters of credit, and taking all such other action as will cure the default with
all due haste.
9.5 Effect of Termination or Suspension.
9.5.1 Generally. The suspension or termination of 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 of the costs incurred by NCPA
in connection with such suspension or termination, including reasonable
attorney fees, the fees and expenses of 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.
38
NCPA MARKETPURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
9.5.2 Suspensionby NCPA. if performance of all or any
portion of this Agreement is suspendedby 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 of such suspension including reasonable attorney
fees, the fees and expenses of other experts, including auditors and accountants,
other reasonable and necessary costs associated with such suspension and any
portion of the MPP Costs that were not recovered from such Participant as a
result of such suspension.
9.5.3 Termination by NCPA. if this Agreement is
terminated by NCPA with respect to a Participant in accordance with Section
9.4.1 (iii),(i) 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 of other experts, including auditors and accountants, other reasonable
and necessary costs associated with such termination and any portion of the
MPP Costs that were not, or will not be, recovered from such Participant as a
result of such termination; provided, however, if NCPA terminates this
Agreement with respect to the last Participant, then this Agreement shall
terminate.
39
NCPA INTzU KET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
9.5.4 Termination by Participants. If this Agreement is
terminated by all Participants in accordancewith Section 9.4.3, or by unanimous
consent of all of the Parties hereto, then the Participants shall pay to NCPA all
previously unpaid MPP Costs incurred as of the date of such termination, and
following such termination, the Participants shall cooperate and act in good faith
to negotiate and agree upon the method of allocating among the Participants in
proportion to their respective SubscriptionPercentages the costs and benefits of
the Eligible Contract Purchases, all PPAs then in effect, and any financing
agreements or commitments and any matters pertaining to the administration,
management, control, operation and maintenance of the Eligible Contract
Purchases. NCPA shall reasonably cooperate with the Participants m 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. If the parties are unable to reach agreement as to
the foregoing, then the parties agree to submit the matter to mediation with a
mutually agreedupon mediator. If the parties are stillunable to reach agreement
following mediation, then the matter shall be submitted to binding arbitration
subject to the rules of the American Arbitration Association, the costs of such
arbitration being borne proportionally among the Participants.
40
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
Section 10. Miscellaneous
10.1 Confidentiality. The Participants and NCPA will keep
confidential all confidential or trade secret informationmade 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 of the holder of the claim of confidentiality or trade secret to
defend at its expense against any 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 of any kind or nature, including
reasonable attorneys' fees and the costs of litigation, including experts
("Claims"), to the extent caused by any acts, omissions, breach of contract,
negligence (active or passive), gross negligence, recklessness, or willful
misconduct cf a Participant, its governing officials, officers, employees,
subcontractorsor agents, to the maximum extentpermitted by law.
41
NCPAiY1ARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
10.3 Several Liabilities. No Participant shall be liable under tlus
Agreement for the obligations of any other Participant, and each Participant shall
be solely responsible and liable for performance cf its obligations under this
Agreement, except as otherwise provided for herein, and the obligation cf each
Participant under this Agreement is a several obligation and not a joint
obligationwith those cf the other Participants.
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
42
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTION COPY
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
CLAIMS AND RELEASES EACH OTHER AND EACH OF SUCH PERSONS
FROM ANY SUCH LIABILITY.
The Parties acknowledge that CaliforniaCivil 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 executingthe release, which if
known by him or her must have materially affectedhis or her settlement with the
debtor." The Parties waive the provisions of section 1542,or other similar
provisions of law, and intend that the waiver and releaseprovided by this
section of 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 maybe amended only by written instrument
executedby the Parties with the same formality as this Agreement.
10.6 Severability. In the event that any cf the terms, covenants or
conditions of this Agreement or the application of any such term, covenant or
43
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECLMONCOPY
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
effectunless the court holds that such provisions are not severable from all other
provisions of this Agreement.
10.7 Governing Law. This Agreement shall be interpreted,
governedby, and construed under the laws of the State of California.
10.8 Headinas. All indices, titles, subject headings, section titles
and similar items are provided for the purpose of convenience and are not
intended to be inclusive, definitive, or affect the meaning of the contents of this
Agreement or the scope thereof.
10.9 Notices Any notice, demand or request required or
authorized by 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 of the Commission or transmitted to the Participant and the
Secretaryof the Commission at the address shown on the signature pages hereof.
The designation of such address may be changed at any time by written notice
given to the Secretary of the Commission who shall thereupon give written
notice of such change to each Participant.
44
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTION COPY
10. 10 Warrantv of 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 of this
Agreement, each Participant shall deliver to NCPA a resolution of the governing
body of such Participant evidencing approval of and authority to enter into this
Agreement and an opinion of legal counsel that such authority was duly
exercised in accordance with such Participant's ConstitutiveDocuments.
10.11 Counterparts, This Agreement may be executed in any
number cf 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 no Participant
may assign or otherwise transfer their interest in their Participant's Percentage or
45
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTION COPY
any other rights and obligations under this Agreement without the express
written consent cf NCPA.
10.13 List of Exhibits. The Exhibits referenced herein shall be
denoted as follows:
Exhibit A - Participant Purchase Confirmation
Exhibit B—AttachmentI- Form of Request for Proposals
Exhibit B — Attachment H — Preferred Terms to EEI Form of Power
Purchase Agreement
.tl
NCPA MARKET PURCHASEPROGRAM AGREEMENT
EXECUTIONCOPY
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 of its Commission.
NORTHERN CALIFORNIA CITY OF ALAMEDA
POWER AGENCY
[Address] 00 C ZS'(QAI(
[City, State, Zip]QosV%LA.,-- G4. qiYvZb
[Telephone] Otto-'tQ$1-3b3b
[Facsimile]
X24�t A,-5
By:
Title:
Date: 4
Approved as to form:
By: Zile-
Its:
iAIts: Attorney-
Date:
ttorne i_Date:
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
Its: Attorney
Date:
47
NCPA MARKET PURCHASEPROGRAmAGREEMENT
EXECUTION COPY
CITY OF BIGGS
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By: �e�4 c2, • C'a.r►'
Title: CA!,
Date: Ste+°.►
Approved as fo
By:
Its: Attornev
Date: R— l?,
CITY OF IAEALDSBURG
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
CITY OF GRIDLEY
[Address]
[City, State, Zip]
[Telephone]
Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
CITY OF LODI
[Address]
[City, State, Zip]
[Telephone]
Facsimile]
By: By:
Title: Title:
Date: Date:
Approved as to form: Approved as to form:
By: By:
Its: Attornev Its: Attornev
Date: Date: y \U �, -�O 1
48
NCPA NL=T PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
CITY OF BIGGS CITY OF GRIDLEY
[Address] [Address] 685 Kentucky Sr.
[City, State,Zip] [City, State, Zip] Gridley, CA - 95948
[Telephone] [Telephone] (530) 846-5695
[Facsimile] [Facsimile] (530) 846-3829
i7
By: By:
Title: Ti : May..
Date: ate: 9 7/2007
Approved as to form: AnnraGAd as to f
By: B
Its: Attornev Its: Attorney V
Date: Date:
CITY OF BEALDSBURG
CITY OF LODI
[Address]
[Address]
[City, State,Zip]
[City, State, Zip]
[Telephone]
[Telephone]
[Facsimile]
[Facsimile]
Title:
Date:
Approved as to form:
Its: Attorney
Date:
By:_
Title:
Date:
Approved as to form:
By:
Its: Attorney
Date:
48
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTION COPY
MY OF BIGGS
[Address]
[City, State,Zip]
[Telephone]
[Facsimile]
Title:
Date:
Approved as to form:
Its: Attorney
Date:
CITY OF BEALDSBURG
[Address]
[City, State,Zip]
[Telephone]
Approved as to form:
m
By:f;��i��/
Its: Attornev
Date: `7-.QO - o
CITY OF GRIDLEY
[Address]
[City, State, Zip]
[Telephone]
Facsimile]
Title:
Date:
Approved as to form:
Its: Attornev
Date:
CITY OF LODI
[Address]
[City, State, Zip]
[Telephone]
Facsimile]
By:
Title:
Date:
Approved as to form:
Its: Attornev
Date:
48
NCPA 1VLU=T PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
CITY OF LOMPOC
[Address]
[City, State,Zip]
[Telephone]
[Facsim'
69�1
By 4+r kMee
Title: dcyq Whit-owEm t
Date: Sh 4Q01
Approved as to forjn:
By:
Its: Attornev
Date: , /Z -0-7
PLUMAS-SIERRA RURAL
ELECTRIC COOPERATIVE
[Address]
[Wy,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]
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
49
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTION COPY
TRUCKEE DONNER PUBLIC
UTILITY DISTRICT
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
By:
Title:
Date:
Approved as to form:
By:
Its: Attornev
Date:
[GAVA67Lei :.4/\DI
[Address]
[City, State, Zip]
[Telephone]
[Facsimile]
Approved as to form:
B P. A tAr'7R'
Its: Attorney
Date: 4 __ 2 1----027
50
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTION COPY
Exhibit A-1
Participant Purchase Confirmation
PARTICIPANT PURCHASE CONFIRMATION
The undersigned Participant hereby subscribesto the followingEligible Contract Purchase
and agrees to purchase electriccapacity and energy from NCPA pursuant to the Power Purchase
Agreement (PPA)designated below, supplemented and modified as follows:
(a)
(b)
(C)
(d)
(e)
M
(g)
(h)
(i)
0)
(k)
(1)
(m)
Seller:
Purchaser: Northern California Power Agency (NCPA)
Period of Delivery: From
Schedule (Days and Hours):
Maximum DeliveryRate:
Delivery Point(s):
Type cfProduct:
Contract QuantityMaximum Energy: MWhrs.
ContractPrice: SeeAttachmentA-1
TransmissionPath for the Transaction:
Form of Power Purchase Agreement:
Special Terms and Exceptions: SeeAttachment A 1
SecurityAccountAmount 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
Utility Director
Date
Approved as to Legal Form
Its Counsel
Date
Date
NCPA
General Manager
Date
Approved as to Legal Form
Its Counsel
51
NCPA MARKET PURCHASEPROGRAMAGREEMENT
EXECUTION COPY
ExhibitA-1
ParticipantPurchase Confirmation
ADDITIONAL TRANSACTION-SPECIFICTERMS
(Attach Seller's completed Attachment Ito the RFP and applicable PPA)
52
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
Exhibit B -Attachment I
Form cf Request for Proposals
L r AL
I" W—A
NORTHERN CALIFORNIA POWERAGENCY
REQUEST for PROPOSALS
For
POWER SUPPLY
INTRODUCTION
The Northern CaliforniaPower Agency (NCPA)is seekingproposals from
power suppliers(Seller)for Emn capacity and energy.
The bid due date and time is 8:00 am PPT. Bids are to be made on
the attached Excel spreadsheet denoted as ATTACHMENTI.
LBACKGROUND
NCPA is anonprofit Californiajoint powers agency established in 1968. Its
Members are: the cities of Alameda, Biggs, Gridley, Healdsburg, Lodi, Lompoc,
Palo Alto, Redding, Roseville, Santa Clara, Ukiah, the Port of Oakland, the San
Francisco Bay Area Rapid Transit District, the TruckeeDonner Public Utility
District, and the Turlock Irrigation District; and Associate Members: Placer
County Water Agency, and the Plumas-Sierra Rural Electric Cooperative. These
entities and electricutilities servenearly 700,000 electric consumers in Central
and Northern California.
53
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
Exhibit B -Attachment I
Form of Request for Proposals
As a CAISO Schedule Coordinator, NCPA is able to arrange for physical power
deliveries to its Members through the ISO Grid. In addition, NCPAs members
hold additional transmission -related rights through other pre-existing contracts.
In Fiscal Year 2004-05, NCPA operating utilities met a combinedpeak demand of
1,824 megawatts (MW) and supplied 9,400 gigawatt-hours(GWh) of energy. To
meet these loads, NCPA operatingutilities own and operate 238 MW of
geothermal generation located in the Geysers region of California, 436 MW of
hydroelectric facilities, 994 MW of gas-firedgenerators located in seven
Members' service areas, 134MW cf miscellaneous small projects, numerous
existingpower supply contracts and 596 MW cf firm Western Area Power
Administration (Western) contracts for capacity and associated energy.
Each of NCPAs Members has the exclusive authority to set retail rates sufficient
to cover power purchase obligations. Power purchase contracts between NCPA
and third parties are not subjectto prudence review by state regulatory agencies
and may be enforced in accordancewith their terms, which are recognized in
CaliforniaCourts. The CalifomiaPublic Utilities Commissionis without any
jurisdiction over the power purchase contracts of suchNCPA Members.
Contracts to be executed as a result cf this RFP are intended as binding legal
agreements enforceablein the California courts.
Each NCPA Member', participating in this RFP, operates its own electric system
as an enterprise and special fund. Each NCPA Member' is obligated to establish
and collect fees and charges for electricityfurnished through its electric system
sufficientto pay any and all amountspayable from electric system revenues,
which include amounts of capacity or energy, or both, furnished pursuant to an
Agreement entered as a result of this RFP. In addition, per agreement with
1 BART is a local government agencyproviding public transit servicesin the San Franciscobay area. BART
currently purchases federal preference power that is delivered to BART under specialterms and conditions
establishedby the legislature and codified in Public Utilities Code (P.U.C.) section 701.8. This legislationhas
been amended, in 1998 and most recently in 2004 through enactment of SB 1201. SB 1201 requires electric
utilities, including in particular PG&E, to deliver electricity purchased by BART from local publicly owned
utilities, such as NCPA, on the same terms and conditions as BART has historicallypurchased and had
delivered federal preferencepower.
2 With respect BART, all income, rents, rates, fees, charges, grants, fares or tariffs, subventions and other
moneys derived by BART from its operation including,without limiting the generality of 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 BART directly or indirectly
from the sale, lease or other disposition of all or apart of 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.
54
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
Exhibit B -Attachment I
Form of Request for Proposals
NCPA, each Member, participating in this RFP, has funds on deposit in its
SecurityAccount equalto the highest (3)months of the immediately following
(12)months for its share of the requested purchase amounts in this RFP. Fees
and charges for electricityfamished through eachNCPA Member's electric
system are not taxes and are thus not subj ectto California tax and voter
limitation provisions such as Propositions 13, 62, and 218.
2. THE ELECTRIC SYSTEMS
NCPA will be the purchaser and is making the purchase to meet the needs of its
Member Utilities.
As of January 1,2005,NCPA Member Utilities were allocated a share of the
output of the Central Valley Project by the WesternArea Power Administration.
Member Utilitieshave varying ownership shares in the NCPA Projects, and
purchase the balance of their energy needs through bilateral contracts and/or
from other NCPA Members.
NCPA will deliver the power to the Utilities over the PG&E transmission system,
which is operated by the Californialndependent System Operator (CAISO).
NCPA operates as aMetered Sub-systemunderthe CAISOTariff and NCPAs
Metered Sub-systemAggregator Agreement (MSSA)with CAISO. NCPA is the
Scheduling Coordinator for the MSSA.
Final firm prices (`Bids")are to be submitted by e-mailto the persons identified
below, using ATTACHMENT I, no later than 8:00 am PPT on ---,20—.
The prices are to be guaranteed for 2 hours while the NCPA evaluates. The
successful Sellerwill be notified by 10:00 am PPT. The selectionof the successful
bidder will be based upon a myriad of criteria including price, qualifications and
contractual terms.
Thomas S.W. Lee, P.E.
180Cirby Way
Roseville, CA 95678
Fax: (916) 783-7693
55
NCPA MARKET PURCHASE PROGRAMAGREEMENT
EXECUTIONCOPY
Exhibit B -Attachment I
Form of Request for Proposals
Email: tom.lee,ancua.com
4, PRODUCT DESCRIPTION:
This request is for a Californialndependent System Operator (CAISO)Firm
Transaction. The CAISO Firm Transactionis a product under which the Seller
shall sell and the Buyer shall purchase a quantity of energy equal to the hourly
quantity without Ancillary Services (as defined in the CAISO Tariff) that is or
will be scheduled as a Schedule Coordinator to Schedule Coordinatortransaction
pursuant to the applicable tiff and protocol provisions of the CAISO, as
amended from time to time, for which the only excuse for failure to deliver or
receive is an "Uncontrollable Force" (as defined in the CAISO Tariff) called by the
CAISO in accordancewith the terms of its Tariff.
a. Product: NCPA is requesting proposals for the followingproducts:
Product 1A —HLH (HeavyLoad Hour) is defined as energy delivered from
hours ending (Fp 0700- 2200 Monday -Saturday, excludingNERC
holidays, PPT,
Product 1B —LLH (LightLoad Hour) is defined as energy delivered from
hours ending (BE) 0100- 0600 and 2300-2400Monday-Saturday, all day
Sunday and NERC holidays, PPT,
b. Quantity: Monthly quantities for eachproduct are summarized in
ATTACHMENT I. The CAISO Firm Transactiontable indicates the total
need for each month. NCPA will also consider meeting aportion d its total
need with monthly Cull Optionsfor Product IA and Product IB.
c. Point cf Delivery: The point of delivery is NP15. In the event the present
NP15 zone is modified, the new deliverypoint shallbe the zone most
closely resembling the current NP15 zone as agreed by the Supplier and
NCPA.
NCPA will consider alternative deliverypoints suggestedby the successful
Seller if economicbenefits to its Members can be demonstrated.
56
NCPA MARKET PURCHASE P R O G UMAGREEMENT
EXECUTIONCOPY
Exhibit B - Attachment I
Form of Request for Proposals
d. Scheduling: Schedulingwill be performed by NCPA, or its successor.
Power deliveries shallbe scheduled with the CAISO, or its successor, as a
Schedule Coordinator to Schedule Coordinator transaction. Scheduling
timelines shall be consistentwith the CAISO tariffs, protocols, operating
procedures and schedulingpractices.Al ldaily firm energy deliveries will
be pre -scheduled no later than 10:00 am PPT cf the day prior to the
delivery date or, if necessary in the solejudgment of NCPA, at such time as
required to meet CAISO requirements.
e. StartDate: 20_ at 0000 hours
f. End Date: _, 20_ at 2400 hours
g. Price Provision: Fixed prices for the products specifiedin Section4.a
above. Use the spreadsheetform provided in ATTACHMENTI to submit
prices.
5. GENERAL CONTRACT TERMS AND ELIGIBLE PROPOSALS
The NCPA strongly prefers to use the attached form cf EEI Master Power
Purchase and Sale Agreement (SeeAttachment 11 hereto), but may in its sole
discretion consider proposals under the currently effective WSPP Agreement for
transactions with duration cf quarter or less. Due to recent changes in the WSPP
Agreement, as approved by theFederal Energy Regulatory Comm ission,proposals
referencing prior Master ConfirmationsAgreements under the WSPPAgreement
between Proposer and NCPA will not be considered as Eligible Proposalsfor the
purposes of thisXFP.
6. ADDITIONAL INFORMATION
NCPA's June 30,2003 audited financial statements can be found at
httv://www.ncna.com/admin accounting financehtml
Externalratings forNCPA ProjectBonds maybe found at the following
locations:
• Moody's Investor Service:httm lwww.moodvs.com/cost/default.asn
57
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTION COPY
Exhibit B -Attachment I
Form of Request for Proposals
Fitch Ratings:hM2://www.fitchibca.com/corporatel_index.cfin
For a copy of Fitch Ratings August 18,2004 rating action or any other credit
related information, please email Doug Odom at doug:,odom(nna.com.
Any questions regarding this RFP should be submitted to Tom Lee (916) 781-
4220.
NCPA is not bound to purchase any energy from any proposal submitted
pursuant to this RFP. No binding commitment shall arise on the part cf NCPA
or Selleruntil and unless the parties sign a definitive agreement. NCPA shall
have the right, upon its sole and absolute discretion,to reject any quote or
proposal with or without cause.
58
NCPA MARKET PURCHASE PROGRAM AGREEMENT
EXECUTIONCOPY
Exhibit B -Attachment I
Form of Request for Proposals
Attachment I
Requested Monthly Quantities
and
Supplier's Price Quote Form
Please use the attached Excel spreadsheetto completeyour bid.
Email the completed bid form to: Thomas Iee at: tom.lee8iicpa.com.
RFP Issue Date:
Response Deadline: , 5:OOpm Pacific Prevailing Time (PPT)
59
NCPA MARKET PURCHASEPROGRAMAGREEMENT
EXECUTIONCOPY
Exhibit -Attachment II
Preferred Terms to EEI Form of Power Purchase Agreement
MASTER POWER PURCHASEAND SALE AGREEMENT
(EEI Version 21, modified4/25/00)
COVER SHEET
This Master Power Purchase and Sale Agreement ("MasterAgreement') is made as cf the following
date: __�_--/2007 ("Effective Date"). TheMaster Agreement, together with the exhibits, schedules,
annexes and any written supplements hereto, the Party A Tariff, if any, any designated collateral,
credit support or margin agreement or similar arrangement between the Parties and all
Transactions (includingany confirmations accepted in accordancewith Section2.3 hereto) shall
be referred to asthe "Agreement." The Parties to this MasterAgreement are the following:
Name: ("_ " or "PartyA)
Name:Northem California Power Agency
("Counterparty" or "Pa B")
All Notices:
All Notices:
Attn:
Attn: General Manager
Address
Northern California Power Agency
Phone:
180Cirby Way
Facsimile:
Roseville, CA 95678
Duns
Phone: 916-781-781-3636
Federal Tax ID Number:
Facsimile:916-781-4254
Duns: 08-290-0564
Federal Tax ID Number: 94-2550072
With additionalNotices of an Event of Default
With additionalNotices of an Event of Default
or Potential Event of Default to:
or Potential Event of Default to:
Attn:
Attn: ContractAdministration
Phone:
Northern California Power Agency
Facsimile:
Phone: 916-781-4296
Facsimile: 916-781-4252
Confirmations:
Confirmations:
Attn: Power ConfirmationDepartment
Attn: Power Confirmations
Phone:
Phone: 916-781-4205/4224
Facsimile:
Facsimile: 916-781-4255
Invoices:
Invoices:
Attn:
Attn: Accounts Payable
Phone:
Northern CaliforniaPower Agency
Facsimile:
180Cirby Way
Roseville, CA 95678
Phone: 916-781-4211/4230/4232
Facsimile: 916-781-4255
EXECUTIONCOPY
Exhibit B -Attachment 11
Preferred Terms to MI Form of Power Purchase Agreement
Scheduling:
Scheduling:
Attn:
Attn: ChieMspatcher/Scheduler
Phone:
Northern California Power Agency
Facsimile:
180Cirby Way
Phone:
Roseville, CA 95678
Facsimile:
Phone: 916-781-4237/3636
Facsimile: 916-781-4226
Payments:
Payments:
Attn:
Attn: Treasurer -Controller
Phone:
Northern California Power Agency
Facsimile:
180Cirby Way
E-mail
Roseville, CA 95678
Phone: 916-781-4210/ 4230/ 4232
Facsimile: 916-7814255
Wine Transfer:
Wire Transfer:
BNK
Depositto Northern California Power Agency
ABA:
BNK U.S. Bank
ACCT:
ABA. 121122676
ACCT; 1-534-0216-2744
Attn: CyndyHusebye
U.S. Bank
555 SW Oak Street, Suite 400
Portland, OR 97204
Phone: 877-295-2509
Facsimile: 877-324-1680
Credit and Collections:
Credit
Attn:
Attn: Credit
Phone:
Northern California Power Agency
Facsimile:
180Cirby Way
Roseville, CA 95678
Phone: 916-781-4221/4224
Facsimile: 916-781-4255
Collections
Attn: Accounts Receivable
Northern California Power Agency
180Cirby Way
Roseville, CA 95678
Phone: 916-781-4211/4230/4232
Facsimile: 916-7814255
With additional Notices of an Event of
With additionalNotices of an Event of
Default or Potential Event of Default to:
Default or Potential Event of Default to:
Attn:
Attn: General Counsel:
Northern California Power Agency
Phone:
Phone: 916 556-1531
Facsimile:
Facsimile: 9165561516
EXECUTIONCOPY
Exhibit B - AttachmentH
Preferred Terms to M Form of Power Purchase Agreement
The Partieshereby agree that the General Terms and Conditions are incorporatedherein, as
selected, modified and amended by the following specificprovisions,as provided for in such
General Terms and Conditions:
Party ATariff FERC Electric Fate Schedule No. dated MM/ DD/YY, Docket Number: ER##-
###-### Party A shallprovide to Party B a copy of its current Tariff and any and all amendments
with its bid in response to Party A§ request for proposals and in any eventno later than thirty
(30) Days before the executionof this Agreement.
Party B Tariff: N/A
ARTICLE ONE
GENERAL DEFINITIONS
Section1.12,line 4: delete "issues"and replace with "issuer".
Section 1.50: delete "24and replace with "2.5"
Section 1.5 ldelete that part of the first sentencefollowingthe words "provided,
however," and replace the deletion with: "in no event shall suchprice include any
ratcheted demand charges,but will includepenalties under any transmissionor
interconnection arrangementin a tariff cf the transmissionprovider that is utilized by
Buyer, nor shall Buyer be required to utilize or change its utilization of its owned or
controlled assets or marketpositions to minimize Seller's liability, although it may
utilize either of those options at its own choice at a cost up to the cost the Buyer would
incur if it did not run such assets."
ARTICLE TWO
TRANSACTIONTERMSAND CONDITIONS
x Optionalprovision in Section2.4. If not checked, inapplicable.
ARTICLE FOUR
REMEDIES FOR FAILURE TO DELVER/RECEIVE
Accelerated Payment cf Damages. If not checked, inapplicable.
Section4.3 is added to Article Four, as follows:
"4.3Consequencecf Failineto Deliver/Receive. Notwithstanding, and in addition to
the remedies provided pursuant to, Sections 4, 1, 4.2 and 5.7, if Seller or Buyer fails to
schedule,deliver or receive all or part cf the Product pursuant to a Transactionfor a
period of three (3) of more consecutive days, and such failure is not excusedunder the
terms of the Product, by Force Maj eure, by the other Party's failure to perform or by
agreementcf the Parties, then upon one (I)Business Day's prior written notice, and for
so long as the non-performing Parry fails to perform, the performing Parry shall have
the right to suspend its performance under such Transaction. In the event the
performing Party suspends performancepursuant to this Section4.3, it shall not be
obligated to resume performance until it has received notice from the non-performing
Parry at least one (l)Business Day prior to the date upon which the non-performing
Parry intends to resume its performance; provided that, if the performing Party has
entered into a replacement contractwith a term cf 31 days or less, the performingParty
may resumeperformance at the end of the term cf suchreplacement contract.
Remedies availableunder this provisionto the performingParty are in additionto, not
in re lacemento% other remedies s ecifiedin this Agreement."
EXECUTIONCOPY
Exhibit B —Attachment II
Preferred Terms to EEI Form of Power Purchase Agreement
ARTICLE FIVE
EVENTS OF DEFAULT REMEDIES
y Cross Defaultprovision of Section 5.1 (g) shall apply for both Party A and Parry
B. Cross Default amount for Party A shallbe $ , and for Party B shall
be $
Section5.1(c), line 4 after "theexclusiveremedy for which" add ", until the number of
failuresto deliver/receive reaches the number set forth in Section5.1(i) or Section
5.10),".
Section5.1(g), lines 3 and 10: after "such Party" add "or any Affiliate of such Party"
Section5.1(i), Section5.1G) ,Section5.1(k) and Section5.1(I) are added to Section5. 1, as
follows:
during any consecutive 90 -day period, five(5)ormore "SellerFailures" (asthat
0) term is used in Section 4.1)have occurred under any and all Transactions,
regarding which the Sellershallbe deemed to be the DefaultingParty and
Buyer shall alsobe entitled to its remedies under Section4.1;
during any consecutive 90 -day period, five (5)or more "BuyerFailures" (as that
(i} term is used in Section 4.2) have occurred under any or all Transactions,
regarding which the Buyer shallbe deemed to be the Defaulting Parry and
Seller shall also be entitled to its remedies under Section4.2;
a representation or warranty with respect to the Defaulting Parry's financial
(k) statements (consolidated or unconsolidated balance sheet, income statement
and statement of cash flow) or position that is false or materially misleading.
revocation by the Federal Energy Regulatory Commission of Party A5
(I) authorizationto make sales at market-based rates.
Section5.2, line 3: after "the right" add", but not the obligation"; line 14, add after the
second sentence,the following: "A calculation shall be deemed made in a
commerciallyreasonable manner if the Non -Defaulting Party has secured at
least one competitiveprice quote, in writing, from a third party energy seller,
supplier or marketer. No SettlementAmount shallbe due orpayableto the
Defaulting Party for any Terminated Transaction. If the Non-DefaultingParty's
aggregate Gains exceed its aggregateLosses and Costs, if any, resulting from
the termination of this Agreement, the SettlementAmount shall be zero,
notwithstanding any provision of this Agreement to the contrary."
Section5.3,line 6 after "Non-DefaultingParty" add "plus, at the option of the Non -
Defaulting Party, any cash or other form of security then available to the Defaulting
Party pursuant to Article Eight."; line 10, after last sentence, add "No Termination
Payment shall be due or payable to the Defaulting Party for any Terminated
Transaction"
EXECUTION COPY
Exhibit B -Attachment ll
Preferred Terms to EEI Form of Power Purchase Agreement
Section5.6 Closeout Setoff
Option A (Applicableif no other selectionis made.)
Option B - Affiliates shall have the meaning set forth in the Agreement unless
otherwise specified as follows: Option B is amended as set forth in Article 10
below.
In line 2, after "DefaultingParty" add "otherwise". In line 8, add anew sentence: "At
the Non -Defaulting Party's election, any and all obligations owing by or to an Affiliate
cf a Party shallbe treated as if such obligationswere owed by or to the Party itself for
purposes of setoff.."
— Option C (No Setoff)
ARTICLE SIX
PAYMENTAND NETTING
Section6.8, line 3: Delete "mayby agreement cf the Parties" and replace with "shall".
ARTICLE EIGHT
CREDIT AND COLLATERAL RE UIREMENTS
8.1 Partv A Credit Protection"
(a) Financial Information cf Party B:
OptionA
Option B Specify: Audited financial statements for Northern CaliforniaPower
Agency
Option C
In8.1(a), (OptionA) line 2: delete "120days" and replace with "180 days".
In 8,1(a), (Option B) line 1:delete "120days" and replace with "180 days"
(b) Credit Assurances by Party B:
X Not Applicable
Applicable
Exhibit B -Attachment 11
Preferred Terms to EEI Form cf Power Purchase Agreement
(c) Collateral Threshold for Party 13-
-L Not Applicable
— Applicable
Party B Independent Amount: N/A
Party B Rounding Amount: N/A
Party B Minimum Transfer Amount: N/A
(d) Downgrade Event:
— Not Applicable
X Applicable
Lf applicable, complete the following:
XL It shall be a Downgrade Event for Party B only if (i) Party B s underlying rating,
determined without reference to third party credit enhancement, on its utility
revenue bond ("Debt")by S&P, Moody's, and Fitch is respectively below BBB- or
Baa3, and Party B fails to maintain ninety (90) Days of Cash on Hand. For purposes
of this Agreement, "Days of Cash on Hand" means, with respect to Party B, the
required SecurityAccount under NCPA's MPP Agreement with its members, and
(ii)Party B no longer has the legal right to demand that its members adjust electric
rates as necessary to fully recover the total costs Party B's is obligate for hereunder
Suarantor for Party B, Section 8.1 (e): N/A
Suarantee Amount: N / A
3.2Party B Credit Protection:
(a) Financial Information of Party A
— Option A
— Option B
x Option CSpecify: Party A shall deliverwithin 120days followingthe end of
each fiscalyear, a copy of the audited consolidated financial statement for
such fiscalyear, if such financial statement is not available on "EDGAR.
(b) Credit Assurances by Party A:
Not Applicable
Applicable
Collateral Threshold for Party A:
— Not Applicable
X Applicable
Exhibit B -Attachment H
Preferred Terms to EEI Form of Power Purchase Agreement
If applicable,completethe following:
Party A CollateralThreshold: means with respect to Party A, at any time the amount specified in the table
below under the relevant heading opposite the lower of the Credit Ratings at that time assigned by Standard
k Poor's Rating Services, a division of The McGraw-Hill Companies, Inc. ("S&P") or Moody's Investors
Service, Inc. ("Moody's"); provided, that (a) if Party A is no longer rated by one of S&P or Moody's, the
Threshold with respect to Party A will be zero, and (b)if an Event of Default or Potential Event of Default
with respect to Party A has occurred and is continuing, the Threshold with respect to such party shall be zero.
S&P Rating Moody's Rating Threshold
A- or above A3 or above $
BBB+ Baal $
BBB Baal $
BBB- Baa3 $ _•
Below BBB- (or rating Below Baa3 (or rating $ 0 (zero)
suspended or withdrawn suspended or withdrawn
by both S&P and by bothS&P and
Moody's) Moody's)
Flirty A IndependentAmount: $0
Flirty A RoundingAmount: $
Rwty A Minimum Transfer Amount:
(d) DowngradeEvent:
— Not Applicable
X Applicable
If applicable,completethe following:
X It shall be a DowngradeEvent for Party A2& if the Credit Rating of Party A
falls below BBB- from S&P or Baa3 from Moody's or if Flirty A ceasesto be
rated by eitherS&P or Moody's.
(e) Guarantorfor qty A:
GuaranteeAmount:
EXECUTION COPY
Exhibit B - Attachment II
Preferred Terms to EQ Form of Power Purchase Agreement
ARTICLE TEN
MISCELLANEOUS
Confidentiality Applicable If not checked, inapplicable.
Section 10. 1, line 2: delete "upon (thirty) 30 days' prior written notice" and replace with
"whichtermination shallbe effectiveimmediately upon receipt cf writtennotice
thereof'.
Section 10.2 (ix) is deleted in its entirety
Section 10.4,1ine I:after "EachParty" add "tothe extentpermittedby applicablelaw"
Section 10.6, line 4: delete"New York" and replacewith "California."; Line 5, delete
second sentence and replace with "Withrespect to any proceeding in connection
with any claim, counterclaim, demand, caused action,dispute and controversy arising
out cf or relatingto this Agreement,the Parties hereby consentto the exclusive
jurisdiction dthe federal courts sittingin the EasternDistrictcf the Stated California.;
provided, however, that if the federal courts sittingin the Eastern District of the Stated'
California refusejurisdiction, the Parties agreeto the exclusivejurisdictionc£ the state
courts sittingin the County d Sacramento, S tated California."
Section10.8, line 4 after "withSection 2.3)" add "PartyBs bid solicitation -related
documents, includingbut not limitedto information, statements,records, and reports
provided by Party A to Party B in connectionwith suchsolicitation,"; line 18:delete6tn
sentence; line 30: delete last sentence and replace with "The indemnityprovisions d
this Agreement shall survivethe terminationcf this Agreement for the period dthe
applicable statute of limitations. The auditprovisions dthis Agreementshall survive
the terminationdthis Agreementfor aperiod dtwelve (12)months."
EXECUTIONCOPY
Exhibit -Attachment II
Preferred Terms to EEI Form of Power Purchase Agreement
EXECUTION COPY
Section 10.10is replaced in its entirety, as follows:
"10.10 Forward Contract. The Parties acknowledgeand agree that this
Agreement is a "forward contract" within the meaning of the United States
Bankruptcy Code as amendedby the Bankruptcy Code Amendments of 2005;
that all Transactionshereunder constitute"forward contracts," and that each
believes that it is a "forward contractmerchant"under statutoryand decisional
law in effect as of the Effective Date."
Section10.12is addedto Article 10,as follows:
10. 12LL Agency. In performing their respective obligations hereunder,
neither Party is acting, or is authorized to act, as agent of the other Party."
Section 10.13 is added to Article 10, as follows:
10.13Dismte Resolution. In the event of any controversyor claim,whether
based in contract, tort, or otherwise, arising out of or based upon, or relatingto
this Agreement or the scope, breach, termination or validity of each of them (a
"Dispute"), the Parties will resolve such Dispute i n the followingmanner:
(a) The Parties will attempt in good faith to resolve the Dispute promptly
by negotiations between duly authorized representativesof the Parties who
have authority to settle the Dispute. When a Party believes there is a Dispute,
that Party will give the other Party written notice describingtheDispute with
reasonableparticularity. Within thirty (30) Days after receipt of suchnotice,
the receivingParty will submit a written response to the other Party.
(b) If the Dispute is not resolved within forty-five (45)Days cf the date
of the response givenpursuant to Section 10.13.1, or such additionaltime, if
any, that the Parties mutually agreeto in writing, the Parties shall try in good
faithto settlethe Disputeby mediation. The form of mediation and the
mediator(s) selectedto resolve the Dispute shallbe acceptabletoboth Parties.
(c) If the Dispute is not resolved through mediationwithinninety (90)
Days afterthe firstmeeting of the Parties andmediator(s), or suchadditional
time, if any, that the Partiesmutually agreeto in writing, either Party shallbe
free to pursue any and all legal actions and remedies w it may deem necessary.
EXECUTION COPY
Exhibit B - AttachmentII
Preferred Terms to EEI Form of Power Purchase Agreement
SCHEDULE M
Parry A is a Governmental Entity or Public Power System
X Parry B is a Governmental Entity, Schedule M Applicable
X Add Section3.6. If not checked, inapplicable.
Add Section 8.4. If not checked, inapplicable.
A., pertaining to the definitions in Article One, is amended, in part, as follows:
"Act" is amended in its entirety, as follows: ""Act" means applicable California
and local laws, including but not limited to the California Constitution, the
California Government Code, the California Public Utilities Code, the Joint
Powers Agreement of the Northern California Power Agency under which
Parry B was created, organized and authorized to enter into this Master
Agreement and each Transaction hereunder."
"Special Fund" line 5: Add a second sentence, as follows: "For purposes of this
ScheduleK Party A acknowledges that Parry Bs Security Account under its
Market Purchase Program Agreement (a copy of which has been provided to
Parry A) meets the definition of "SpecialFund."
C., pertaining to the representations and warranties to Section 10.2, is amended, as
follows:
Line 7: after "without limitation" add "and to the extent applicable,".
D., pertaining to Section3.4, is amended, as follows:
Line 8: after "Agreement" add "to the extent the same are not required under
the NCPA Joint Powers Agreement".
D., pertaining to Section3.5, is amended, to read as follows:
3.5 No Immunity Claim. Governmental Entity or Public Power System
warrants and covenants that with respect to its contractual obligations
hereunder and performance thereof, it will not claim immunity on the grounds
of sovereignty or similar grounds with respect to itself from (a) suit, other than
with respect to claims required to be timely filed pursuant to California law
(GovernmentCode section 810 etseq.); (b)jurisdiction of any court in which
suit may legallybe brought against it under the law of California: (c) relief
which may legally be sought against it by way cf injunction, order for specific
performance or recovery of property; (d)to the extent legally permissible,
attachment cf assets, or (e)to the extent legallypermissible, execution or
enforcement of anyjudgment.
Exhibit B -Attachment II
Preferred Terms to EEI Form of Power Purchase Agreement
E., pertaining to the addition of Section3.6, is amended, as follows:
Lines 8 - 12shallbe amended in its entirety, as follows:
"anybreach ef clause(ii)herein shallbe deemedto have arisenduring a fiscal
period cf GovernmentEntity or Public Power Systemfor which such
budgetary approval or certificationof its obligations under this Master
Agreement is required to be in effect and an Event of Default shallbe deemed
to have occurred for purposescf Section5.1 under which Governmental Entity
or Public Power System shallbe treated as the DefaultingParty."
G, pertaining to Section 10.6,doesnot apply.
EXECUTIONCOPY
Exhibit B -Attachment 11
Preferred Terms to EII Form of Power Purchase Agreement
SCHEDULEP
PRODUCTSAND RELATED DEFINITIONS
The followingdefined terms are added to ScheduleP:
" CAISO means the Californialndependent SystemOperator, or its successor.
"CAISO Tariff' means the Federal Energy Regulatory Commission -approved
baiffcf CAISO, including all CAISOprotocols, as the samemay be amended from time
to time.
"CAISOEnergy" means a Transactionin which the Sellershall sell and the
Buyer shallpurchase a quantity of Energy equal to the hourly quantity, without
Ancillary Services (as defined in the CAISO Tariff)that is or will be scheduled as a
schedule coordinator-to-schedulecoordinatortransactionpursuantto the CAISO Tariff,
for which the only excuse for failureto deliver or receive is an "UncontrollableForce"
(as defined in the CAISOTariff) called by the CAISO in accordancewith the CAISO
Tariff.
"NP15 Zone Delivery Point" means the NP 15 Zone; provided, however, if the
Californialndependent SystemOperator or its successor (" CAISO") implementstrading
hubs under a locational marginal pricing design during the Delivery Period, the
Delivery Point shallbe the ExistingZone GenerationNP 15TradingHub ("NP15 EZ Gen
Hub"), as suchtrading hub is contemplatedby the CAISO in its filingmade to the FERC
dated March 15,2005("ComprehensiveDesignProposal for Inter -Scheduling
CoordinatorTradesUnder the CalifornialndependentSystemOperatorCorporation's
Market Redesign and Technology Upgrade, DocketNo. ER02-1656-025"); provided
further, if the NP 15 EZ Gen Hub (under any name) is not established as part cf amarket
redesignthat is implementedduring the DeliveryPeriod, the Parties agreeto promptly
work together in good faithto designate an alternateDeliveryPointto reasonably
approximatethe characteristicscf the NP-15Zone.
EXECUTIONCOPY
Exhibit B -Attachment II
Preferred Terms to EEI Form cf Power Purchase Agreement
EXHIBIT A
MASTER P O W R PURCHASEAND SALEAGREEMENT CONFIRMATION
LETTER
After"— Firm (LD)", add, as follows:
— Firm Power
SpecifyUnit(s) qualifyingas Network Resources for the Buyer:
By -
Name:
Ply A:
Party B: Northern California Power Agency
Approval by General Manager:
By -
Name:
By -
Title:
Name: James Pope
Date:
Title: General Manager
Date:
Party B: Northern California Power Agency
Approved as to Form:
Name: MichaelDean
Title: General Counsel
Date:
DISCLAIMER This Master Power Purchase and Sale Agreement was prepared by a
committee of representatives of Edison Electric Institute (`BEI") and National Energy
Marketers Association ("NEM") member companies to facilitate orderly trading in and
development of wholesale power markets. Neither EEI nor NEM nor any member company
nor any of their agents, representatives or attorneys shall be responsible for its use, or any
damages resulting therefrom. Bti providing this Agreement EEI and NEM do not offer legal
advice and all users are urged to consult their own legal counsel to ensure that their
commercial obj ectiveswill be achieved and their legal interests are adequately protected.
EXECUTIONCOPY
RESOLUTION NO. 2011-122
A RESOLUTION CF THE LODI CITY COUNCIL APPROVING THE
NORTHERN CALIFORNIA POWERAGENCY MARKET PURCHASE
PROGRAM AGREEMENT AND AUTHORIZING EXECUTION BY THE CITY
MANAGERWITH ADMINISTRATION BYTHE ELECTRIC UTILITY DIRECTOR
AND APPOINTING THE CITY MANAGER AND ELECTRIC UTILITY
DIRECTORAS THE DESIGNATED REPRESENTATIVE FOR LODI
WHEREAS, Lodi, as a municipal electric utility, is a member of the Northern
California Power Agency (NCPA) and has the need to purchase electric energy or
capacity to meet its future electric power needs; and
WHEREAS, NCPA is willing to undertake the purchase of electric energy and
capacity for its members pursuant to its Market Purchase Program Agreement (MPPA)
up to a period of five years; and
WHEREAS, utilizing the MPPA, NCPA will enter into power purchase
agreements for the benefit of participating members, which agreements shall be in the
form of the Western Systems Power Pool Agreement (WSPP Agreement) or the Edison
Electric Institute Master Power Purchase and Sale Agreement (EEI Master Agreement),
with such modifications as have previously been approved by the NCPA Commission,
and which modifications have been reviewed and are concurred in by the City; and
WHEREAS, it is recognized that the market for electric energy or capacity may
not support the modifications to the WSPP Agreement or EEI MasterAgreement or may
only support such modifications with unacceptably high prices, or may require other
additional or contradictory modifications; and
WHEREAS, requests for proposal for the purchase of electric energy or capacity
must be responded to within a very short time frame; and
WHEREAS, the MPPA provides that, following the issuance of a request for
proposals for power or capacity, the execution of a Participant Purchase Confirmation by
the Designated Representatives of an NCPA member participating in the MPPA will be
deemed the subscription by that NCPA member to the purchase of power or capacity
upon the terms negotiated, whether or not such modifications have been made to the
WSPP Agreement or EEI Master Agreement; and
WHEREAS, maintenance of an adequate, cost effective supply of electric energy
or capacity is a matter of critical importance, directly affecting the public health, safety,
and welfare.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the NCPA Market Purchase Program Agreement, which is on file in the office of
the City Clerk, and is incorporated into this resolution by reference, and hereby
authorizes execution by the City Manager with administration by the Electric Utility
Director; and
BE IT FURTHER RESOLVED that the City Manager or the Electric Utility
Director is authorized to execute such amendments and supplements to the same as the
City's Manager or Electric Utility Director determines, with the attestation of the City
Attorney, to be necessary or appropriate from time -to -time hereafter to cure any
ambiguity or eliminate superfluous provisions or to correct or supplement any defective
provision of the same.
BE IT FURTHER RESOLVED that the City Manager and the City's Electric Utility
Director are hereby declared the "Designated Representatives" of the City pursuant to
the MPPA. Such Designated Representatives are hereby authorized to execute
Participant Purchase Confirmations for either or both electric energy and capacity and to
accede to or agree to amendments to either the WSPP Agreement or the EEI Master
Agreement with the attestation of the City Attorney, provided that such Participant
Purchase Confirmations are entered into in conformance with the MPPA. The obligations
entered into by such officers on behalf of the City shall be valid and binding, and the City
agrees to pay for such obligations in accordance with the MPPA as fully and as if each
such Participant Purchase Confirmation and transaction were directly presented to and
individually approved by it.
Dated: August 3, 2011
hereby certify that Resolution No. 2011-122 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held August 3, 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 — None
l� 4
2011-122