HomeMy WebLinkAboutAgenda Report - July 18, 1984 (76)VARIQIS (Ili- Following introduction of the matter by Utility
INANCFS PERTAIN- Director Curry. Council. on motion of Council (Bamber
INTO NCPA Reid. Hinchman second, introduced the following
CL]lT3U.41'ION Ordinances:
INE PRDJBCT
ND. I
Com. NO. 1229 Ordinance No. 1329 - An Ordinance of the City Council
of the City of Lodi, California. approving the temis
and conditions of an Agreement among NCPA and certain
project participants and authorizing the executing and
delivery of said Agreement by Officers of the City of
Lodi.
Com. NO. 1330 Ordinance No. 1330 - An Ordinance of the City Council
of the City of Lodi. California. authorizing the
issuance of Public Power Revenue Bonds by
NCPA (Cmrrbust ion 'lbrbine Project No. 1)
(RD. M. 1331 Ordinance No. 1331 - An Ordinance of the City Council
of the �'ty of Lodi, California, authorizing the.
issuance of notes by NCPA (C -Ambustion 'lhrbine Project
No. 1).
The motions on each of the aforementioned Ordinances
carried by the following vote:
Ayes: Council Alenibers - Hinchman, Olson, Reid,
and Snider (Mayor)
Noes: Council Aienbers - None
Absent: Council Members - Pinkerton
o
AGREEMENT FOR CONSTRUC?IOMP OPERATION AND FINANCDiG
OF COMBUSTION TURBINE PROJECT NUMBER ONE
Dated as of July 1, 1984
By and Among
NORTHERN CALIFORNIA POWER AGENCY
CITY OF ALAXEDA
CITY OF BRALDSB03G
CITY OF LODI
CITY OF LOMPOC
CITY OF ROSEVII.LB
CITY OF SANTA CLARA
CITY OF UXIM
PLUMAS-SIERRA RURAL ELECTRIC COOPERATIVE
TURLOCK IRRIGATION DISTRICT
TABLE OF CONTENTS
Section
Title
E�i9€
1.
Definitions
1
2.
Purpose . . . . . . . . . . . . .
4
3.
Construction and Operation of Project;
Assignment of Agreement . . . . . .
. .
. . . 4
4.
Obligation to Make Project Capacity and
Energy Available . . . . 0
4
5.
Rates and Charges . . . 0
5
6.
Annual Budget and Billing Statement
7
7.
Obligation in the Event of Default .
. .
. . . 8
8.
Transfers, Sales and Assignments . .
. .
. . . 9
9.
Surplus Capacity and Energy
.10
10.
Insurance and Indemnification
.l
11.
Project Participant Direction and Review
. .12
12.
Term . . . . . . . . . . . . . . . .
. .
. . .13
13.
Termination and Amendments . . . . .
. .
. . .14
14.
Member Service Agreement . . . . . .
. .
. . .15
15.
Second Phase Agreement . . . . . . .
. .
. . .15
16.
Miscellaneous . . . . . . . . . . .
. .
. . .16
APPENDIX A - Schedule of Project Participants
and
Project Entitlement Percentages
.
. . . 1
APPENDIX B - Principles of Operation . . . .
. .
. . . 1
APPENDIX
C - Form of Opinion of Counsel . .
. .
. . . 1
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El
AGREEMENT FOR CONSTROGTIONP OPERATION AND FI.4ICING
OF COMBUSTION TURBINE PROJECT NUMBER ONE
This Agreement, dated as of July 1, 1984, by and among
Northern California Power Agency, a joint powers agency of the State
of California (hereinafter called "NCPA") and the other entities exe-
cuting this Agreement,
WITNESSETH:
WHEREAS, NCPA proposes to acquire and construct or cause to
be acquired and constructed and to operate or cause to be operated
the Project (either by the construction of facilities by NCPA or
jointly with others, or by the purchase of an ownership interest or
capacity right in such facilities constructed by others, or both)
described herein; and
WHEREAS, NCPA and certain of its members entered into an
"Agreement for Financing of Planning and Development Activities for
Construction, of Combustion Turbine Generating Facilities" dated as of
August 1, 1983, providing for the financing of certain planning and
development activities in connection with the Project (said
Agreement, as it may be amended and supplemented frac time to time,
being hereinafter called the "Second Phase Agreement"); and
WHEREAS, this Agreement is the "Third Phase Agreement -0 con-
templated in the Second Phase Agreement; and
WHEREAS, NCPA and its members have entered into one of
three Member Service Agreements, effective February 12, 1981 (said'
Agreements, as they may be amended and supplemented from time to
tire, being hereinafter called the "Member Service Agreement") , Which
provide for services which NCPA shall perform for its members, among
other things, and for the provisions to be contained in second and
third phase agreements, such as the Second Phase Agreement, and this
Agreement; and
WHEREAS, NCPA and the Project Participants (as hereinafter
defined) now wish to enter into this Agreement to provide further for
the construction, operation and financing of the Project, the sale by
NCPA of capacity and energy of the Project to the Project
Participants, and the security for the Bonds to to issued to finance
the Project;
NOW THEREFORE, the parties hereto do agree as follows:
1. Definitions. The following terms shall, for all pur-
poses of this Agreement, have the following meanings:
I
t
(a) "Bond Resolution" means an instrument providing for the
issuance of Bonds and the terms thereof and may be a resolution,
indenture of trust, order, agreement or other instrument.
(b) "Bonds" means bonds, notes or other evidences of
indebtedness of NCPA (or of a nonprofit corporation on behalf of
NCPA) issued to finance or refinance the Project and to finance or
refinance any contributions -in -aid -of -construction for construction
necessary for the adjacent electric system to interconnect with the
Project and includes additional bonds to complete the Project.
(c) "Electric System" meana all properties and assets, real
and personal, tangible and intangible, of the Project Participant now
or hereafter existing, used or pertaining to the generation, trans-
mission, transformation, distribution and sale of electric capacity
and energy, including all additions, extensions, expansions, improve-
ments and betterments thereto and equippings thereof; provided, how-
ever, that to the extent the Project Participant is not the sole
owner of an asset or property or to the extent that an asset or prop-
erty is used in part for the above described electric purposes, only
the Project Participant's ownership interest in such asset or prop-
erty or only the part of the asset or property so used for electric
purposes shall be considered to be part of its Electric System.
(d) "Full Operation Date" means the first date when the
f irst unit of the Project is capable of producing and delivering
capacity and energy in commercial operation, as shall be determined
by the Commission of NCPA in accordance with prudent utility
practices.
(e) "Project" means a project consisting of MM three
24 -megawatt combustion turbine generating units, located one unit
each in the Cities of Alameda, Lodi and Roseville, or (ii) if the
City of Santa Clara executes this Agreement on or before
September 15, 1984, four 24 -megawatt combustion turbine generating
units, located one unit each in the Cities of Lodi and Roseville and
two units located in the City of Alameda, or (iii) if the City of
Santa Clara executes this Agreement on or before September 15, 1984
and if NCPA shall, before the first issuance of Bonds for the
Project, approve a fifth combustion turbine generating unit, five 24 -
megawatt combustion turbine generating units, four units to be
located as described in (A) (ii) above and the fifth unit to be
located at a site to be determined by NCPA or (iv) if both the City
of Santa Clara and Turlock irrigation District execute this Agreement
on or before September 15, 1984 and if NCPA shall; before the first
issuance of Bonds for the Project approve a fifth and sixth combus-
tion turbine generating unit, six 24 -megawatt combustion turbine gen-
erating units, Four units to be located as described in OJ (ii) above
and the fifth and sixth units to be located at sites to be determined
by NCPA or (v) if both the City of Santa Clara and Turlock Irrigation.
District execute this Agreement on or before September 15, 1984 and
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if NCPA shall, before the first issuance of Bonds for the Project,
approve a f ifth, sixth and seventh combustion turbine generating
unit, seven 24 -megawatt combustion turbine generating units, four
units to be located as described in (AMD above and the fifth,
sixth and seventh units to be located at sites to be determined by
NCPA and (B) related facilities, including electric facilities neces-
sary for the Project to interconnect with the adjacent electric
sys'cem, and all rights, properties and improvements necessary theme e -
f or, including fuel and water facilities and resources, and capital
improvements that may be constructed from time to time.
(f) "Project Entitlement Percentage" means, With respect to
each Project Participant, the percentage of the total capacity and
energy of the Project to which such Project Participant is entitled
pursuant to the terms of this Agreement. The Project Entitlement
Percentage for each Project :participant shall be the percentage set
forth opposite the name of such Project Participant in the appropri-
ate Appendix A hereto determined by the number of combustion turbine
units comprising the Project at the time of the first issuance of
Bonds, as such Appendix A shall be amended from time to time in
accordance with this Agreement.
(g) "Project Participants" means those entities executing
this Agreement, together in each case with their respective succes-
sors or assigns.
(h) "Revenues" means all income, rents, rates, fees,
charges, and other moneys derived by the Project Participant from the
ownership or operation of its Electric System, including, without
limiting the generality of the foregoing, (i) all income, rents,
rates, fees, charges or other moneys derived from the sale, furnish-
ing, and supplying of the electric capacity and energy and other ser-
vices, facilities, and commodities sold, furnished, or supplied
through the facilities of its Electric. System, (ii) 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 (iii) the proceeds derived by the Project Participant
directly or indirectly from the sale, lease or other disposition of
all or a part of the Electric System as permitted hereby, but the
term "Revenues" shall not include (y) customers' deposits or any
other deposits subject to refund until such deposits have become the
property of the Project Participant, or (z) contributions from cus-
tomers for the payment of costs of construction of facilities to
serve them.
(i) "Trustee" means the entity or entities designated by
NCPA pursuant to any Bond Resolution, to administer any funds or
accounts required by such Bond Resolution or otherwise.
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2. Purpose. The purpose of this Agreement is to sell
capacity and energy of the Project to the Project Participants, to
provide the terms and conditions of such sale and to provide for the
financing of the Project.
3. Construction and Operation of Projects Assignment of
Agreement. NCPA will use its best efforts to cause or_ accompli sh
the construction, operation and financing of the Project, the obtain-
ing of all necessary authority and rights, and the performance of all
things necessary and convenient therefor. each Project Participant
will cooperate with NCPA to that end, and wil', give any and all clar-
ifying assurances by supplemental agreements that may be requested by
NCPA's legal counsel to make the obligations herein more specific and
to satisfy legal requirements and provide security for the Bonds.
NCPA may pledge and assign to the Trustee for any Bonds
this Agreement and all of its right, title and interest in, to and
under this Agreement, including NCPA's rights to receive all or any
portion of the payments hereunder from Project Participants. Upon
notice from NCPA each Project Participant shall make payments due by
it hereunder directly to any Trustee for any Bonds specified in such
notice. Such pledge and assignment by NCPA shall be made effective
for such time as NCPA shall determine and provide.
4_. Obligation to Make Project Capacity and Energy
Available.- (a) Pursuant to the terms of this Agreement, NCPA shall
make available or cause to be made available and each Project
Participant shall be entitled to receive such Project Participant's
Project Entitlement Percentage of capacity and energy of the Project
in accordance with the operating principles listed in Appendix B
hereto (as the same may be amended and supplemented as. in this
Agreement provided) .
(b) NCPA will remain available to do all things necessary
and possible to deliver or cause to be delivered to or for the
Project Participants, in accordance with their respective Project
Entitlement Percentages, the capacity and energy of the Project.
Such delivery shall be at points mutually agreed upon by NCPA and
each Project Participant. Such agreement shall not be unreasonably
withheld by either NCPA or a Project Participant. NCPA will remain
available to make or cause to be made all necessary and possible
arrangements for transmission of such capacity and energy to such
points over the lines of NCPA or others, and for additional capacity
and energy required from others as reserves against planned or emer-
gency service interruptions with respect to the Project. Wheeling or
delivery services by NCPA with related energy sales to the Project
Participants shall be as provided in service schedules as provided in
Article III of the Member Service Agreement for Project Participants
who are members of NCPA and in separate agreements for Project
Participants who are not members of NCPA.
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a
S. Rates and Charges. (a) Commencing on the Full
Operation Date, NCPA shall fix charges to the Project Participants
under this Agreement in accordance with this Section to produce reve-
nues to NCPA for capacity and energy of the Project equal to the
amounts needed by NCPA to meet the total costs of NCPA to provide
capacity and energy from the Project, including but not limited to:
( i) debt service on the Bonds, reserves for the payment of debt ser-
vice on the Bonds and other payments required under the Bond
Resolution other than the payments described in (ii) and (iii) below;
(ii) any other operation, maintenance and replacement oosts of the
Project, including the cost of fuel, a reasonable reserve for contin-
gencies, and all other Project costs not described in (i) above or
(iii) below; and (iii) the costs and expenses of NCPA for delivering
Project capacity and energy pursuant to Section 4(b) hereof. NCPA
shall fix charges to the Project Participants to produce revenues to
NCPA from the Project to meet the costs described in ( i) above based
on Project Entitlement Percentages applied to such costs of the
Project. "Ile costs described in (ii) above will be dividedbetween
capac3 ty charges and energy charges as provided in Appendix B hereto
(as the sarxe may be amended and supplemented as in this Agreement
provided) . Capacity charges for the costs des,ribed in (ii) above
shall be based on Project Entitlement Percentages applied to such
coats. Energy charges for the costs described in (ii) above shall be
bared oa actual energy sales of the Project. If NCPA delivers
Project capacity and energy to or for any Project Participant pursu-
ant to Section 4(b) hereof, NCPA shall fix charges to each such
Project Participant so that such Project Participant shall pay only
the costs described in (iii) above which are attributable to such
Project Participant.
(b) To the extent that the funds provided under Section
5(a) of this Agreement are at any time not sufficient for such pur-
poses,
ur-
poses, each Project Participant shall pay to NCPA an amount equal to
such Project Participant's Project Entitlement Percentage of the
total cost to pay all amounts of principal and interest on the Bonds,
reserves for the payment of debt service and other payments required
under all Bond Resolutions. The obligation of this Section 5(b) is
incurred by each Project Participant for the benefit of future hold-
ers of Bonds, and shall commence and continue to exist and be honored
by the Project Participants whether or not capacity and energy from
the Project is made available or furnished to them at all times or at
all (which provision may be characterized as an oUigation to pay all
such costs on a take -or -pay basis whether or not capacity and energy
from the Project is made available or delivered or provided) .
(c) Notwithstanding that NCPA may utilize services under
the PG and E Interconnection Agreement among Pacific Gas and Electric
Company, NCPA and certain of the Project Participants (the "PG and E
Interconnection Agreement") in complying with Section 4(b) hereof,
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any payments required to be made by, or costs incurred by NCPA or the
Project Participants pursuant to Section 9.5 of the Interconnection
Agreement shall not be made under this Agreement.
(d) Each Project Participant shall make payments under this
Agreement solely from the Revenues of, and as an operating expense
of, its Electric System. Nothing herein shall be construed as pro-
hibiting any Project Participant from using any other funds and reve-
nues for purposes of satisfying any provisions of this Agreement.
(e) Each Project Participant shall make payments under this
Agreement whether or not the Project or any part thereof is com-
pleted, operable, operating or retired and notwithstanding the sus-
pension, interruption, interference, reduction or curtailment of
Project output or the capacity and energy contracted for in whole or
in part for any reason whatsoever. Such payments are not subject to
any reduction, whether by offset or otherwise, and are not condi-
tioned upon performance by NCPA or any other Project Participant
under this Agreement or any other agreement.
(f) No Project Participant shall be liable under this
Agreement for the obligations of any other Project Participant. Each
Project Participant shall be solely responsible and liable for per-
formance
er-
formance of its obligations under this Agreement and for the mainte-
nance and operation of its respective properties not included as part
of the Project. 'll;e obligation of each Project Participant to make
payments under this Agreement is a several obligation and not a joint
obligation with those of the other Project Participants.
(g) Each Project Participant covenants and agrees to estab-
lish and collect fees and charges for electric capacity and energy
furnished through facilities of its Electric System sufficient to
provide Revenues adequate to meet its obligations under this
Agreement and to pay any and all other amounts payable from or con-
stituting a charge and lien upon any or all such Revenues; provided
that :he obligation of the Project Participant to make payments under
this Section 5 shall not constitute ,t legal or equitable pledge,
charge, lien or encumbrance upon any property of the Project
Participant or upon any of its income, receipts or revenues, except
the Revenues of its Electric System; and further provided that nei-
ther the Project Participant nor the State of California or any
agency or political subdivision thereof shall ever be obligated or
compelled to levy ad valorem taxes to make the payments provided for
in this Section 5.
(h) Each Project Participant covenants and agrees teat it
shall, at all times, operate the properties of its Electric System
and the business in connection therewith in an efficient ncanner and
I f
at reasonable cost and shall maintain its Electric System in good
repair, working order and condition.
6. Annual Budget and Billing Statement. Prior to the
beginning of each NCPA fiscal year, the Commission of NCPA will adopt
an annual budget for such fiscal year for costs and expenses relating
to the Project and shall promptly give notice to each Project
Participant of its projected share of such costs and expenses.
A billing statement prepared by NCPA will be sent to ec.ch
Project Participant not later than the fifteenth (15th) day of each
calendar month showing the amount payable by such Project Participant
of costs payable under Section 5(a) of this Agreement for the preced-
ing calendar month, any amount payable by such Project Participant as
its Project Entitlement Percentage of costs payable under Section
5(b) of this Agreement, and the amount of any credits or debits as a
result of any appropriate adjustments. Amounts shown on the billing
statement are due and payable thirty (30) days after the date of t:.,
billing statement. Any amount due and not paid by the Project
Participant within thirty (30) days after the date of the billing
statement shall bear interest from the due date until paid at an
annual rate to be established by the Coranission of NCPA at the time
of adoption of the then most recent annual budget.
On or before the first day of the fifth calendar, month
after the end of each NCPA fiscal year, NCPA shall submit to each
Project Participant a statement of the aggregate monthly costs
incurred by NCPA in providing capacity and energy of the Project,
including all costs specified herein for such fiscal year. If a
Project Participant's share of such actual aggregate monthly costs,
determined as provided in this Agreement, and any other amounts pay-
able for such fiscal year, exceed the billings to the Project
Participant, the deficiency shall be added to the Project
Participant's billing statements for such period (not to exceed the
immediately succeeding six months) and in such amounts as shall be
determined by NCPA. If a Project Participant's share of such a0 ual
aggregate monthly costs and any other mounts payable for such fiscal
year are less than the billings to the Project Participant, such
excess shall be credited to the Project Participant's billing state-
ments for such period (not to exceed the immediately succeeding six
months) and in such amounts as shall be determined by NCPA.
If a Project Participant questions or disputes the correct-
ness of any billing statement by NCPA, it shall pay NCPA the amount
claimed when due and shall within thirty (30) days of the receipt of
such billing statement request an explanation from NCPA. If the bill
is determined to be incorrect, NCPA will issue a corrected bill and
refund any amount which may be due the Project Participant which
refund shall bear interest from the date NCPA received payment until
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the date of the refund at an annual rate to be established by the
Commission of NCPA at the time of adoption of the then most recent
annual budget. If NCPA and the Project Participant fail to agree on
the correctness of a bill within thirty (30) days after the Project
Participant has requested an explanation,, the parties shall promptly
submit the dispute to arbitration under section 1280 At 1=. of the
Code of Civil Procedure of California.
7. Obligation in the Event of Default. (a) Upon fail-
ure of any Project Participant to make any payment in full when due
under this Agreement, NCPA shall make written demand upon such
Project Participant, and if Said failure is not remedied within
thirty (30) days from the date of such demand, such failure shall
constitute a default at the expiration of such period. Notice of
such demand shall be provided to each other Project Participant by
NCPA.
(b) Upon the failure of any Project Participant to make any
payment which failure constitutes a default under this Agreement,
NCPA shall use its best efforts to sell and transfer for the default-
ing Project Participant's account all. or a portion of such Project
Participant's Project Entitlement Percentage of capacity and/or
energy of the _Project for all or a portion of the remainder of the
term of this Agreement. other Project Participants shall have a
right of first refusal in proportion to their respective Project
Entitlement Percentages, and other NCPA members shall have the second
right, to purchase all or a ;portion of a defaulting Project
Participant's Project Entitlement Percentage of capacity and/or
energy of the Project for all or a portion of the remainder of the
term �F this Agreement. NCPA shall not sell such capacity and/or
energy, directly or indirectly, in any manner, and shall not take or
permit to be taken any other action or actions, which would ;result in
any of the Bonds being treated as an obligation not described in
Section 103(a) of the Internal Revenue Code of 1954, as amended, by
reason of classification of such Bond as an "industrial development
bond" within the meaning of Section 103(b) of said Code.
Notwithstanding that all or any portion of the Project Participant's
Project Entitlement Percentage of capacity and/or energy of the
Project is so sold or transferred, the Project Participant shall
remain liable to NCPA to pay the full amount of its share of monthly
Project costs, determined as provided in this Agreement as if such
sale or transfer had not been made, except that such liability shall
be reduced to the extent that NCPA shall receive payment from the
purchaser or transferee thereof.
(c) Upon the failure of any Project Participant to make any
payment which failure constitutes a default under this Agreement and
causes NCPA to be in default under any Bond Resolution, NCPA may (in
addition to the remedy provided by subsection (b) of this Section 7)
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terminate the provisions of this Agreement insofar as the same
entitle the defaulting Project Participant to its Project Entitlement
Percentage of capacity and energy of the Project. Irrespective of
such termination, the obligations of the Project Participant under
this Agreement shall continue in full force and effect.
(d) Upon the failure of any Project Participant to make any
payment which failure constitutes a default under this Agreement, and
except as sales or transfers are made pursuant to subsection (b) of
this Section 7, ( i) the Project Entitlement Percentage of each nonde-
faulting
onde-
faulting Project Participant shall be automatically increased for the
remaining term of this Agreement pro rata with those of the other
nondefaulting Project Participants and (ii) the defaulting Project
Participant's Project Entitlement Percentage shall (but only for pur-
poses of computing the respective Project Entitlement percentage of
the nondefaulting Project Participants) be reduced correspondingly;
provided, hcwe•,?er, that the sum of such increases for any nondefault-
ing Protect Participant shall not exceed, without written consent of
such nondefaulting Project Participant, an accumulated maximum of 25%
of the nondefaulting Project Participant's original Project
Entitlement Percentage, as initially set forth in the appropriate
Appendix A hereto.
(e) If a Project Participant shall fail or refuse to pay
ai,y amounts due to NCPA, the fact that other Project Participants
have in:.reased their obligation to NCPA pursuant to this Section 7
shall not relieve the defaulting Project Participant of its liability
under this Agreement, and any Project Participant increasing ouch
obligation shall have a right of recovery from the defaulting Project
Participant to the extent of such respective increase in obligation
caused by the defaulting Project Participant.
(f) In addition to any rights which a Trustee may have as
an assignee pursuant to Section 3 hereof, each Trustee shall be a
third party beneficiary hereof and shall have the right as a third
party beneficiary to initiate and maintain suit to enforce this
Agreement to the extent provided in the related Bond Resolution.
8. Transfers, Sales and Assignments. E a c h P r o j e c t
Parti-cipant has full and unfettered rights to make transfers, sales,
assignments and exchanges (collectively "transfers") of such Project
Participant's Project Entitlement Percentage of Project capacity,
energy and rights thereto except as expressly provided otherwise in
this Agreement; provided that such transfers shall not affect any of
the obligations of the Project Participant under this Agreement.
(b) No Project Participant shall transfer wnership of all.
or substanti?lly all of its Electric System to another entity :until
it has first complied with the provisions of this subsection (b) . A
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consolidation with another governmental entity or change in
governmental form is not deemed a transfer of ownership.
(1) Such disposition or transfer shall be under
terms and conditions that provide assurance that the obli-
gations of the transferring Project Participant under this
Agreement, and that NCPA's obligations under this
Agreement, each Bond Resolution, and any other agreements
made or to be made by NCPA to carry out the Project, will
be promptly and adequately met. NCP._ may require that suf-
ficient moneys to discharge such obligations of the trans-
ferring Project Participant be irrevocably set aside and
maintained in a trust account, as a condition to the trans-
fer of the Electric System, if no other adequate assurance
is assailable.
(2) The transferring Project Participant shall give
ninety (90) days advance written notice to NCPA of any pro-
posed transfer pursuant to this subsection W. The appro-
priate Appendix A to this Agreement shall be amended as
appropriate to reflect any transaction pursuant to this
subsection W.
(c) hotwithstandi:g any other provision of this Agreement,
no Projec� Participant shall transfer, assign, sell or exchange any
portion of its Project Entitlement Percentage, directly or indirect-
ly, in any manner, and shall not take or permit to be taken any other
action or actions, which would result in any of the Bonds being
treated as an obligation not described in Section 103(x) of the
Internal Revenue Code of 1954, as amended, by reason of classifica-
tion of such Bond as an "industrial development bend" within the
meaning of Section 103(b) of said. Code.
9. Surplus Capacity and Energy. To the extent the terms
of Appendix B hereto (as the same may be amended and supplemented as
in this Agreement provided) do not provide for such sales, when a
Project Participant has surplus capacity and/or energy from the
Project, NCPA shall, unless otherwise requested by such Project
Participant, use its best efforts to sell such surplus capacity
and/or energy on behalf of such Project Participant in the following
manner:
(a) NCPA shall use its best efforts to sell such surplus
capacity or capacity and energy at a price at least equal to the
Project Participant's cost therefor, except as provided in (c)
below. NCPA shall not sell capacity and energy or energy only at
less than the Project Participant's marginal cost of producing such
energy.
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(b) Other Project Participants shall have a right of first
refusal in proportion to their respective Project Entitlement
Percentages, and other NCPA members shall have the second right, at
the sales prices set forth in subsections (c) and (d) of this Section
9.
(c) If NCPA can purchase equivalent capacity or capacity
and energy from other sources for less than the Project Participant's
cost for capacity or capacity and energy from the Project, the sales
price of such capacity or capacity and energy to another Project
Participant or NCPA member shall be equal to the cost of purchasing
the capacity or capacity and energy from such other source.
(d) If the alternative cost of purchasing capacity and/or
energy for other Project Participants or members of NCPA is more than
the Project Participant's cost of capacity and/or energy from the
Project, then the sales price shall be the Project Participant's cost
of capacity and/or energy from the Project plus one-half the differ-
ence between the Project Participant's cost of capacity and/or energy
from the Project and the cost of capacity and/or energy from an
alternative source.
(e) Notwithstanding the sale by NCPA of all or a portion of
a Project Participant's surplus Project Entitlement Percentage of
capacity and/or energy, the Project Participant shall remain liable
to NCPA to pay the full amount of its share of monthly Project costs,
determined as provided in this Agreement, as if such sale had not
been made, except that such liability shall be reduced to the extent
that NCPA shall receive payment from the purchaser thereof.
(f) NCPA shall not sell such capacity and/or energy,
directly or indirectly, In any manner, and shall not take or permit
to be taken any other action or actions, which would result in any of
the Bonds being treated as an obligation not described in
Section. 103(a) of the Internal Revenue Code of 1954, as amended, by
reason of classification of such Bond as an "industrial development
bond" within the meaning of Section 103(b) of said Code.
10. Insurance and Indemnification. NCPA shall obtain or
cause to be obtained insurance for the Project covering such risks
( including earthquakes) , in such mounts and with such deductibles as
shall be determined by NCPA. NCPA shall indemnify and hold harmless
each Project Participant from any liability for personal injury or
property damage resulting from any accident or occurrence arising out
of or in any way related to the construction or operation of the
Project; provided, however, that such indemnification by NCPA shall
be limited to the extent the proceeds of insurance and other moneys
available to NCPA hereunder are available therefor.
-11-
11. Project Participant Direction and Review. (a) All
actions to be taken by NCPA and its Commission shall be taken at the
direction of the Project Participants and NCPA shall comply with all
lawful directions of the Project Participants with respect to this
Agreement; while not stayed or nullified, to the fullest extent
authorized by law and to the extent such directions are not inconsis-
tent with and do not impair NCPA's ability to perform its obligations
under any Bond Resolution. Actions by the Project Participants pur-
suant to this Agreement, including giving above directions to NCPA,
will be taken only at meetings of the authorized representatives of
the Project Participants (including the representatives of the
Project Participants on the NCPA Commission and their designated
alternates while acting as such alternates) duly called and held pur-
suant to the Ralph M. Brown Act or other laws applicable to such
meetings, in effect from time to time. Each of the rules set forth
in subsection (b) of this Section 11 shall apply to any meeting held
by the Project Participants pursuant to this subsection (a) and to
any action taken at such meeting. Any references in subsection (b)
of this Section 11 to "Commission" or "Commissioner" shall be deemed,
for purposes of applying the rules set forth in said subsectior (b)
to any meeting held by the Project Participants pursuant to this
subsection (a) and to any action taken at such meeting, to be refer-
ences to "Project Participants" and "representatives of the Project
Participants" respectively.
Notice of any meeting of the Project Participants held in
accordance with this subsection (a) shall be given to each Project
Participant in the same manner that notice of any special meting of
the Commission of NCPA is given to the Commissioners.
(b) The following shall apply to NCPA and its Commission
for purposes of acting upon matters relating to the Project:
(i) A quorum of the Commission of NCPA for purposes of
acting upon matters related to the Project shall consist of those
Commissioners (including for all purposes of this Section 11, their
designated alternates) , representing a numerical majority of the
Project Participants, or, in the absence of such, representing
Project Participants having a combined Project Entitlement Percentage
of at least a majority in interest at such time.
(ii) Special meetings of the Commission to act only on mat-
ters relating to the Project may be called by a majority of the
Commissioners of Project Participants upon notice as required by the
Ralph M. Brown Act or other laws applicable to such meetings, in
effect from time to time.
(iii) At regular or special meetings of the Commission,
voting on matters relating to the Project shall be by Project
-12-
n
Entitlement Percentage, and the affirmative vote of a majority in
interest at such time shall be required to take action, unless the
Project Participants agree at such meetings that voting will be on a
one member one vote basis, with a majority vote of those present
required for action.
(iv) Notwithstatzding clause ( iii) of this subsection (b) ,
upon demand of any Commissioner of any Project Participant, at any
meeting of the Commission other than a special meeting referred to in
clause (ii) of this subsection (b) , the vote on any issue relating to
the Project shall be by Project Entitlement Percentage at such time
and 65% or greater affirmative vote shall be required to take
action.
(v) Any Project Participant may veto a (tscretionary action
of the Project, Participants relating to the Project that was not
taken by a 650 or greater Project Entitlement Percentage vote within
10 days following mailing of notice of such Commissioners' action, by
giving Written notice of veto to NCPA, unless at a meeting of
Commissioners or alternates of Project Participants called for the
purpose of considering the veto and held within 30 days after such
veto notice, the holders at such time of 65% or greater of the
Project Entitlement Percentage shall vote to override the veto.
(vi) The 65% of the Project Entitlement percentage speci-
fied in this subsection (b) shall be reduced by the amount that the
Project Entitlement Percentage of any Project Participant shall
exceed 35% at such time, but such 65% shall not be reduced below a
majority in interest.
(vii) Notwithstanding anything in this subsection (b) to
the contrary, NCPA and its Commission shall be. bound by any direc-
tions given to it by the Project Participants pursuant to
subsection (a) of this Section 11 when determining any matters relat-
ing to the Project.
12. Term. (a) This Agreement shall not take effect
until it has been duly executed and delivered to NCPA by Project
Participants the Project Entitlement Percentages of which, in the
aggregate, equal 100%, all in accordance with Section 2(c) of the
Second Phase Agreement. Each Project Participant shall, if requested
by NCPA in connection with the issuance of any Bonds, cause an opin-
ion or opinions in substantially the foram attached hereto as
Appendix C to be delivered by an attorney or firm of attorneys acting
as counsel for such Project Participant.
(b) Notwithstanding the delay in effective date of this
Agreement until this Agreement has been duly executed and delivered
to ?DCPA by Project Participants the Project Entitlement Percentages
-13-
1% ON
of which, in the aggregate, equal 100$, it is agreed by all
signatories hereto that in consideration for NCPA's signature hereto,
and for its commitment to use its best efforts to obtain the commit-
ment for Project Entitlement Percentages in the aggregate equal to
1001, each Project Participant upon its execution and delivery of
this Agreement to NCPA shall be immediately bound not to withdraw its
respective offer herein made to enter into this Agreement as exe-
cuted, together with any amendments to the appc�priate Appendix A
which do not affect such Project Participant's Project Entitlement
Percentage, or to decrease or terminate its Project Entitlement
Percentage before January 1, 1985. Such a decrease or termination by
a Prcject Participant may be made only if this Agreement has not
taken effect before January 1, 1985 and only by giving written notice
thereof to NCPA between January 1, 1985 and January 15, 1985.
(c) Notwithstanding the foregoing, each Project Participant
shall be entitled to decrease or terminate its Project Entitlement
Percentage capon giving written notice thereof to NCPA within fifteen
(15) days after January 1, 1986, if by January 1, 1986 NCPA shall not
have issued any Bonds the payment of which is secured by payments to
be made by the Project Participants under this Agreement.
(d) The term of this Agreement shall continue until the
later of (i) the expiration of the useful life of the Project, or
(ii) the date on which all Bonds issued have been retired, or full
provisions made for their retirement, including interest until their
retirement date in accordance with the applicable Bond Resolution;
provided, hcwever, that in no event shall the term of this Agreement
with NCPA as a party extend beyond the date of termination of NCPA.
In the event of the termination of the existence of NCPA it is the
intent of the Project Participants that this Agreement be construed
as an agreement among the Project Participants.
(e) Upon the termination of this Agreement and at the
request of any Project Participant, all Project Participants desiring
to partake shall be entitled to an equitable.distrbution of, or an
equitable ownership interest in, the Project upon the payment to NCPA
of the sum of one dollar.
13. Termination and Amendments. This Agreement shall
not be subject to termination by any party under any circumstances,
whether based upon the default of any other party under this
Agreement, or any other instrument, or otherwise, except as specifi-
cally provided herein.
If at the time of the first
consists of less th.ari seven combustion
Agreement shall be terminated as to
-14-
issuance of Bonds the Project
turbine generating units, this
any Project Participant with a
M
Project Entitlement Percentage of 0.0% and this Agreement may be
amended to reflect such termination.
Except as otherwise provided i. this Agreement, so long as
any Bonds are outstanding and unpaid and funds are not set aside for
the payment or retirement thereof in accordance with the applicable
Bond Resolution, this Agreement shall not be amended, modified or
otherwise changed or rescinded by agreement of the parties without
the consent of each Trustee for Bonus whose consent is required under
the applicable Bond Resolution. Nctwithstanding the requirements of
Section 11 hereof, any amendment or supplement to Appendix B hereto
shall require the affirmative vote of all Project Participants to
become effective. tiny such amendment or supplement to Appendix B
hereto shall not require the consent of any Trustee to become
effective.
14. Member Service Agreement. This Agreement is a ser --
vice schedule and a.third phase agreement attached to and incorpo-
rated into the Member Service Agreement. This Agreement shall be
construed as the more specific terms governing the general relation-
ship between the NCPA and its members set out in the Member Service
Agreement in connection with the Project.
15. Second Phase Agreement. The Second Phase Agreement
is superseded by this Agreement, except that, notwithstanding
section 5 of the Second Phase Agreement, sections 4 and 6 of the
Second Phase Agreement shall remain in effect unless changed by
formal action of all of the Project Participants. Said section 4 is
as follows:
"Section 4. Conditional Repayment to Members. All
payments and advances made heretofore, and those hereafter
made pursuant to Section 1, excluding interest paid on
delinquent payments, shall be repaid to each of the enti-
ties making such payments and advances pursuant to this
Agreement out of the proceeds of the first issuance of the
Project bonds or., as and when there are sufficient funds
available from partial sale of bonds. Such reimbursements
shall be made within 60 days following the sale of any
Project bonds and shall include interest computed monthly
at a rate equivalent to the end of the r„onth prime rate of
the Bank of America NT&SA. Any interest Niue under the
third paragraph of Section 1. of this Agreement and unpaid
shall be deducted from the repayment. If NCPA determines
to construct combustion turbine facilities, but is not suc-
cessful in obtaining all necessary approvals and financing
therefor, there shall be no reimbursement except out of
unused Project funds including those then in the Working
Capital and Contingency Fund account, along with all other
-15-
M
receipts to which NCPA is entitled in connection with the
Project."
Said section 6 is as follows:
"Section 6. Financial Commitments. Each Project
Member agrees to a total financial commitment for its
respective percentage participation of a total of 5550000
principal amount plus interest thereon, if any, including
payments and advances heretofore made, as authorized -and
approved by Project Members.
From time to time as needs arise, representatives of
Project Members may, by a favorable vote as provided in
Section 3, authorize an increase in NCPA's financial com—
mitment which can be shown to support the completion of the
Project but only after 30 days' written notice of such pro—
posed increase has been given to all Project Members.
The comparable paragraphs relating to repayment of advances
and financial commitment in any agreement entered into t—.tween NCPA
and each of the City of Santa Clara and Turlock Irrigation District
relating to payment of a portion of the development and planning
costs of the Project shall also remain in effect unless changed by
formal action of all the Project Participants.
16. Miscellaneous. The headings of the sections hereof
are inserted for convenience only and shall not be deemed a part of
this Agreement.
If any one or more of the covenants or agreements provided
in this Agreement to be performed should be determined to be invalid
or contrary to law, such covenant or agreement shall be deemed and
construed to be severable from the remaining covenants and agreements
herein contained and shall in no way affect the validity of the
remaining provisions of this Agreement.
This Agreement may be executed in several counterparts, all
or any of which shall be regarded for all purposes as one original
and shall constitute and be but one and the same instrument.
-16-
2
IN WITNESS WHEREOF each Project Participant has executed
this Agreement with the approval of its governing body, and caused
its official seal to be affixed and NCPA has executed this Agreement
in accordance with the authorization of its Commission.
NORTH EM CALIFORNIA POWER
AGENCY
By
And
CITY OF ALAI EDA
By
And
CITY OF HEALDSBURr.
And
CITY OF LODI
l
By �.iYll'2J
i xnt�/L
And L%Ctl-
CITY OF LOMPOC
By
CITY OF ROSEVILLE
By
And
CITY OF SANTA CLARA
And
CITY OF UKIAH
By
And
PLUMAS SIERRA RURAL ELECTRIC
COOPERATIVE
By
And
TURLOCK IRRIGATION DISTRICT
By
And And
-17-
"PENDIX A-1
SCHEDULE OF PROJECT ENTITLEMENT PERCENTAGES
Three Units
Project
Participant
City of Alameda
City of Healdsburg
City of Lodi
City of Lompoc
City of Roseville
City of Santa Clara
City of Ukiah
Plumas-Sierra Rural
Electric Cooperative
Turlock Irrigation
District
Project
Entitlement
Pe r ce nta cue
21.82%
5.45
45.45
3 .6 4
12.73
0.00
9.09
1.82
0.00
Total 10'0.003
tin
APPENDIX Ar -2
SCHEDULE OF PROJECT ENTITLEMENT PERCENTAGES
Four Units
Project
Participant
City of Alameda
City of Heaidsburg
City of Lodi
City of Lompoc
City of Roseville
City of Santa Clara
City of Ukiah
Plumas-Sierra Rural
Electric Cooperative
Turlock Irrigation
District
Total
Project
Entitlement
Percentage
16 .36504
4.0875
34.0875
2.7300
9.5475
25.0000
6.8175
1 .36 50
0.0000
100.00%
APPENDIX A-3
SCHEDULE OF PROJECT ENTITLEMENT PERCENTAGES
Five Units
Project
Entitlement
Percentage
13.092%
3.500
34.780
3.500
13 .5 84
25.000
5.454
1 .0 90
0.000
Total 1 100.00%
Project
Participant
City
of Alameda
City
of Healdsburg
City
of Lodi
City
of Lompoc
City
of Roseville
City
of Santa Clara
City
of Ukiah
P1 umas-Sierra
Rural
Electric Cooperative
Turlock
Irrigation
District
Project
Entitlement
Percentage
13.092%
3.500
34.780
3.500
13 .5 84
25.000
5.454
1 .0 90
0.000
Total 1 100.00%
YL
C)
APPENDIX 19-4
SCHEDULE OF PROJ'E'CT ENTITLEMENT PERCENTAGES
Six Units
Project
Participant
City of Alameda
City of Healdsburg
City of Lodi
City of Lompoc
City of Roseville
City of Santa Clara
City of Ukiah
Plumas-Sierra Rural
Electric Cooperative
Turlock Irrigation
District
Project
Entitlement
Percentage
10.9108
2.725
22.725
1.820
6.365
16.667
4.545
0.910
33.333
Total 100.00%
U
al
APPENDIX Ar5
SCHEDULE OF PROJECT ENTITLEMENT PERCENTAGES
Seven Units
Project
Participant
City of Alameda
City of Healdsburg
City of Lodi
City of Lompoc
City of Roseville
City of Santa Clara
City of Ukiah
Plumas-Sierra Rural
Electric Cooperative
Turlock Irrigation
District
Project
Entitlement
Percentage
9.3514%
2.5000
24.8429
2 5000
9.7029
17.8571
3.8957
0.7786
28.5714
Total 100.00%
PRINCIPLES OF OPERATION OF
NORTHERN CALIFORNIA POWER AGENCY'S
COMBUSTION TURBINE PROJECT NUMBER ONE
July 1, 1984
Part I. General
APPENDI X B
1. Unless otherwise defined in this Appendix B, cbr1talized terms
used herein shall have the same meaning given such terms in that
certain Agreement for Construction, Operation and Financing of
Combustion Turbine Project Number One (the "Agreement") to which
this Appendix B is attached.
2. Project Participants operate under different agreements with
Pacific Gas and Electric Company with different contractual
responsibilities. The Project Participants wish to minimize the
cost of electrical service to their ratepayers, without
adversely impacting other Project Participants, by operating the
Project in accordance with good utility practice.
3. Unless otherwise directed by a Project Participant, NCPA will,
dispatch the combustion turbine units included in the Project to
most economically meet the Project Participants' composite load
after consideration of the Project Participants' other
resources.. This will result in purchases and sales of the
Project capacity and/or energy between Project Participants.
4. Each Project Participant will designate to NCPA the amount of
its Project Entitlement Percentage of Project capacity to be
used for reserves (reserve capacity) and the amount to be used
to serve load ( peaking capacity) . These amounts may be changed
from time to time but unless otherwise agreed, notification to
NCPA must be in accordance with the earliest of any notification
requirements required of any Project Participant or NCPA in any
agreement with Pacific Gas and Electric Company or any other
agreement requiring advance notice of resources. In the event
such notice is given, NCPA will immediately notify all Project
Participants.
5. Each Project Participant agrees to sell on a short-term
( one-half hourly) basis to any other Project Participant who
requires it any Project capacity and/or energy not scheduled to
meet its half-hourly load or otherwise contractually committed,
except that reserve capacity not supporting a firm capacity sale
will not be sold between separate systems (as defined in
Section 1 of Part III below) In addition, no sales will be
made which would result in the Project Participant who is
4
d
selling Project capacity and/or energy incurring costs above
those it would have otherwise incurred. Long-term sales and/or
purchases (if any) will be made by separate agreement.
6. Sales and purchases of Project capacity and/or energy pursuant
to Section 5 of this Part I will be made pro rata among Project
Participants on the basis of such Project Participants' Project
Entitlement Percentages.
Part II. Division of Costa
1. For purposes of sales of Project capacity and/or energy among
Project Participants, Project costs will be divided on the basis
of all fixed costs being assigned to capacity and all variable
costs being assigned to energy.
2. For purposes of Section 1 of this Part II, basic operation and
maintenance costs will be assigned to capacity costs and other
operation and maintenance costs will be assigned to energy
costs. Basic operation and maintenance costs are those which
would be required if the units included in the Project were used
solely as reserve units.
3. An example of the allocation of costs is attached.
Part III. Principles of Sales
1. For purposes of determining whether sales are for capacity and
energy or energy only, the Project Participants (other than
Santa Clara and Turlock Irrigation District), Santa Clara and
Turlock Irrigation District will each be considered a separate
system.
2. A separate system purchase from another separate system at the
time of the purchaser's monthly peak half-hour will include both
capacity and associated energy.
3. A separate system purchase from another separate system not at
the time of the purchaser's monthly peak half-hour will be firm
energy only and the purchaser will be billed for variable costs
only in -accordance with Section 1 of Part II above.
4. Sales between Project Participants ( other than Santa Clara and
Turlock Irrigation District) will be considered as capacity and
associated energy sales if occurring at the time of the Project
Participants' (other than Santa Clara and Turlock Irrigation
District) composite monthly peak load half-hour.
-2-
5. Sales between Project Participants (other than Santa Clara and
Turlock Irrigation District) will be considered as firm energ
only if not occurring at the time of the Project Participants
(other than Santa Clara and Turlock Irrigation District) compos-
ite peak load half-hour and the purchaser will be billed for
variable costs only in accordance with Section 1 of Part II
above.
5. Sales of capacity will include charges for both capacity
reserves and spinning reserves unless the purchaser is furnish-
ing either or both of those services from another source.
7. For purposes of accounting for these purchases as described in
Section 9 of the Agreement:
A. Project costs for sales of capacity and capacity
reserves in a month will be at the monthly
Project capacity cost; and
B. Alternative costs for capacity and capacity
reserves will be at a monthly rate unless an
equivalent alternative is available at a shorter
term rate.
.. �e • � • • o o • o ono •®
1. In recognition of the rights of the Project Participants who are
parties to the Second Phase Agreement, the Project Participants
agree to allow NCPA to, prior to completion of the Project,
reallocate the capacity and energy of the Project to the parties
to the Second Phase Agreement so as to preserve the rights of
such parties under the Second Phase Agreement.
2. Notwithstanding the requirements of Section 9 of the Agreement,
sales wade in accordance with Section 1 of this Part IV shall be
made at project cost.
-3-
EXAMPLE OF ALLOCATION OF COSTS
Combustion Turbine Cost Allocations At City Load
5 Units
Percent
Expenses
Capacity/ FY 1986 ($000)
Classification Energy Total Capacity Energy
Net Debt Service 100/0 $7,808 $7,808 $ -
Operating Cost
Fuel
0/100
2,084
-
2,0846
Operation &
Maintenance
1
731
625
1127
Subtotal
2,821
625
2,196
Support Costs
Capacity Reserves
100/0
-
-
-
Spinning Reserves
0/100
14
-
14
Emerg. & Maint.5
0/100
-
-
-
Firm Trans.2
100/0
-
-
-
Subtotal
14
-
14
TOTAL PROJECT COSTS
$10,643
$ 8,433
$2,210
Billing Units3
1,368 MW -Mo. 22.9 GWH
Billing Rate4
$6.16/KW-Mo.
96.5 Mills/KWH
1. Insurance, taxes, and reserve duty maintenance are fixed costs.
All other operation and maintenance costa are considered vari-
able costs.
2. No transmission needed as combustion turbine is internal to city
load.
3 Capacity - 114 MW x 12 - 1,368 MW -Mo. Energy - From Ebasco
model.
4. Cost for capacity reserves - $6.16 KW -Mo. Cost for peaking
capacity - $6.16 + (0.311 x $6.16) - $8.08 KW -Mo. Assumes
capacity reserve supplied by "owned" combustion turbine.
5. Assumes emergency and maintenance supplied by combustion tur-
bines in reserve.
6. Based on 13,000 BTU/KWH heat rate and $7 .00/BTU gas cost.
7. Includes 4 mills/KWH variable maintenance.
-4-
CITY COUNCIL
IOHN R (Randy) SNIDER. Mayor
DAVID M HINCHMAN
Mayor Pro tempore
EVE LYN M OLSON
!AMES W PINKERTON. It
FRED M RE10
CITY OF LODI
CITY HALL, 221 WEST PINE STRM
POST OFFICE BOX 320
LODI. CALIFORNIA 952•ET
(209) 334-5634
Northern California Power Agency
8421 Auburn Boulevard
Suite 160
Citrus Heights. California 95610
Dear Sirs:
HENRY A. GLAVES. It
City Manager
ALICE M. REIMCHE
City Clerk
RONALD M. STEIN
City Attorney
I am acting as counsel to the City of Lodi, under the
Agreement for Construction, Operation and Financing of
Combustion Turbine Project Number One, dated as of July i,
1984 (the "Agreement") among the Project Participant. Northern
California Power Agency (the "Agency") and certain other
entities (the "Project Participants"), and I have acted as
counsel to the Project Participant in connection with the
matters referred to herein. As such counsel. l have examined
and am familiar with (i) those documents relating to the
existence, organization and operation of the Project
Participant, (ii) all necessary documentation of the Project
Participant relating to the authorization, execution and
delivery of the Agreement and (iii) an executed counterpart of
the Agreement.
Based upon the foregoing and an examination of law
and such other information, papers and documents as 1 deem
necessary or advisable to enable me to render this
opinion. including the Constitution and laws of the State
of California together with the charter, other governing
instruments, ordinances and public proceedings of the
Project Participant, I am of the opinion that:
1. The Project Participant is a municipal corporation,
duly created. organized and existing under the laws of the
State of California and duly qualified to furnish electric
service within the State of California.
2. The Project Participant has full legal right, power
and authority to enter into the Agreement and to carry out and
consummate all transactions contemplated thereby, and the
Project Participant has complied with the provisions of
applicable law in all matters relating to such transactions.
3. The Agreement has been duly authorized, executed
and delivered by the Project Participant, is in full force
and effect as to the Project Participant in accordance
with its terms and, assuming that the Agency has all the
requisite power and authority, and has taken all necessary
action, to execute and deliver such Agreement. constitutes the
legal, valid and binding obligation of the Project Participant
enforceable in accordance with its terms.
4. Payments by the Project Participant under the
Agreement will constitute an operating expense of the
Project Participant and are to be made solely from the
Revenues of its Electric System as provided in Section
5(c) of the Agreement.
5. No approval, consent or authorization of any
governmental or public agency, authority or person is
required for the execution and delivery by the Project
Participant of the Agreement, or the performance by the
Project Participant of its obligations thereunder.
6. The authorization, execution and delivery of the
Agreement and compliance with the provisions thereof will not
conflict with or constitute a breach of, or default under. any
Instrument relating to the organization. existence or operation
of the Project Participant, any commitment, agreement or other
instrument to which the Project Participant is a party or by
which it or its property is bound or affected, or any ruling,
regulation, ordinance, judgment, order or decree to which the
Project Participant (or any of its officers in their respective
capacities as such) is subject or any provision of the laws of
the State of California relating to the Project Participant or
its affairs.
7. There is no action, suit, proceeding, inquiry or
investigation at law or in equity, or before any court, public
board or body, pending or. to my knowledge, threatened against
or affecting the Project Prrticipant or any entity affiliated
with the Project Participant or any of its officers in their
respective capacities as such (nor to the best of my knowledge
is there any basis therefor). which questions the powers of the
Project Participant referre.l to in paragraph 2 above or the
validity of the proceedings taken by the Project Participant in
connection with the authorization. execution or delivery of the
Agreement, or wherein any unfavorable decision, ruling or
finding would materially adversely affect the transactions
contemplated by the Agreement, or which, in any way, would
adversely affect the validity or enforceability of the
Agreement.
The
qualified
Agreement
insolvency.
or other
generally
remedy.
opinion expressed in paragraph 3 above is
to the extent that the enforceability of the
may be limited by any applicable bankruptcy,
debt adjustment, moratorium, reorganization,
similar laws affecting creditors' rights
or as to the availability of any particular
This opinion is rendered
laws of the State of California
America, and is addressed only
person is entitled to rely on this
it in connection with any
those described herein.
only with respect to the
and the United States of
to the Agency. No other
opinion, nor may you rely on
transactions other than
(Note: Where it shall be necessary for the Project
Participant to obtain the authorization or approval of a
Federal, state or local regulatory authority relating to
such Project Participant's performance under the
Agreement, the form of opinions set forth in paragraphs 2.
3 and 5 hereof may be appropriately adjusted to reflect
the necessity for such authorization or approval and
paragraph 5 hereof shall be adjusted to include therein an
exception thereto specifically describing the requisite
authorization or approval and stati=ng that it has been
duly given or obtained and is in full force and effect.)
Very truly yours,
RONALD M. STEIN
City Attorney
RATS a f
CRDINANGE NO. 1329
CEiDINANCE OF TILE CITY CCWCIL OF 7W CITY OF IDI,
CALtFCRNIA. APPROVING 7-M TEMIS AND ODUITICNS OF
AN AGREBM AM NG N3i MN CALIFCMIA PCI<VEEI AC;EVCY
AND CEMIN PR0JBCT PAIMICIPANM AND APPROVING ME
WCUM4 OF AND DEII.IVERY OF SAID AMMEW BY
OFFIaM OF TIS CITY OF LCDl. CALIi4RNIA
40WAS. pursuant to the provisions relating to joint
exercise of powers found in Chapter 5 of Division 7 of Title i of the
Government Code of the State of California. as amended (the "Joint
Powers Act"). the City of Lodi. California (the "City") and certain
other public agencies created pursuant to the laws of the State of
California (collectively, the "Menbers"). have entered into a Joint
Powers Agreement (the "Agreement") cresting Northern California Power
Agency (the "Agency"), a public entity separate and apart from the
11imbe rs ; and
MOTAS, in accordance with the Agreement and the Joint
Powers Act the Agency proposes to acquire and construct or cause to be
acquired and constructed and to operate or cause to be operated a
project (the "Project") consisting of not more than seven 24 -megawatt
conixistion turbine generating units or such lesser number of un=its,
but not less than three. as will be determined in ;accordance with the
to nns and conditions of the `Ihird Phase Agreement (as hereinafter
defined), and related facilities. including electric facilities
necessary for the Project to interconnect with the adjacent electric
system. and all rights, properties and inprovements necessary.
therefor. including fuel and water facilities and resources, and
capital inprovements that muy be constructed from time to time.
tlligtEAS. the City has need for an econamical and reliable
source of electric power and energy to meet the demands of the
customers of its electric systm , and
4fWS, this City Council finis and detemwines tha-t It is
in the best interests of the customers of the electric system of the
City for the City to enter into the Agreement for Construction,
Operation and Financing of Cmbustion Turbine Project Number One (the
-I-
I
"Third Phase Agreement") in substantially the fonn submitted to this
City Council and dated for convenience as of July 1. 1984; and
wH REAs. this City Council finds and determines that the
purchase of electric capacity and energy of the Project from the
i'
Agency on the terms and conditions set forth in tate Third Phase
Agreement is necessary to supply the customers of the electric system r
1.
of the City with electricity; and
11 MEAS. payments by the City pursuant to the Third Phase 1
Agreement will be used in part by the Agency for payment of principal
of and interest on its bonds, notes or other evidences of indebtedness
issued in connection with the construction, operation and financing of
the Project;
NOW. TflMEF RE, the City Council l of the City of Lodi,
California does ordain as follows:
1. The City Council hereby approves the act of entering
into the Third Phase Agreement and the terns; and conditions of the
Third Phase Agreement (including the Project Entitlement Percentage of
the City set forth in each of Append ees A-1 through A-5 thereto) in
substantially the fonn submitted to this City Council be, and the same
are hereby. approved.
2. The Project Entitlement Percentage of the City as set
forth in each of Appendices A-1 through A-5 to said Third Phase
Agreement may be increased to such percentage, not to exceed and
increase of 0.0 percent (0.0%) of the largest Project Entitlement
Percentage indicated for the City in any of Appendices Al through -A-5
ti4r'
of the Third Phase Agreemtent, as shall be determined by the City
Council of the City. In addition to any changes authorized by the
immediately preceding sentence. the City hereby authorizes and
approves any other amendment to any or all of Appendices A-1 through
A-5 of the Third Phase Agreement as to Project Participants (as
defined in the Third Phase Agreement) other than the City necessary so
that the Project Entitlement Percentages oaf all the Project
Participants shall equal one hundred percent (100%),
3. The City is hereby fnuthori zed to enter into the Third
Phase Agreement and the Mayor and the City Clerk are hereby authorized
to execute and deliver the Third phase Agreement by and on behalf of
the City with such changes. insertions and anissions as may be
F
approved by the City Council.. said execution being conclusive evidence
of such approval.
4-. Pursuant to Section 54241 of the Government Code of the
State of California. this Ordinance is subject to the provisions for E
referendum applicable to the City.
5. The City Clerk shall certify to the enactment of this
Ordinance and shall cause this Ordinance to be published in accordance
with Section 54242 of the Government Code of the State of California. k
6. Thirty (30) days from and atter its enaetvnt. this 1.
Ordinance shall lake effect and be in full force. in the manner t
provided by law.
ADOPM by the City Council and signed by the Mayor and
attested by the City Clerk this 1st day of August. 1984.
Mayor
Attest:
Alice M. Reimche
City Clerk
State of Cal-ifornia
County of San Joaquin, ss.
I. Alice K Rei=he. City Clark of the City of
Lodi. do hereby certify that Ordinance No. 1329
was introduced ata regular meeting of the City
Council of the City of Lodi held July 18. 1984
Md. was thereafter passed, adopted and ordered to
print at a regular meeting of said Council held
August 1. 1984 by the following vote:
Ayes: Counctt Menbers - Hinch man. Olson. and
Reid
Noes: Count 1 Members Pinkerton
Absent: Council Wnt)ers - Snider
Abstain: Council Members - None
I further certify that Ordinance No. 1329 was
approved and signed by the Mayor on the date of
its passage and the same has been published
pursuant to law.
Alice M. Reimche
City Clerk
QDINANCE ND. 1330
ORDINANCE OF IM CITY (LUNCH. OF 'RHE CITY OF LLDI ,
CALIFORNIA, AIJIHRIZING 7M ISSUANCE OF PUBLIC
PC1WM REVENUE BCNDIS BY NORnOW CALIFONIA PCWIR
At;F1= (OCI4EMICN UMINE PiRWWr N(1IM CIE)
V1OWAS. pursuant to the provisions relating to joint
exercise of powers found in Chapter 5 of Division 7 of Title 1 of the
Government Code of the State of California. as amended (the "Joint
Powers Act"). the City of Lodi. California and certain other public
agencies created pursuant to the laws of the State of California
(collectively. the "Mmbers"). have entered into a Joint Powers
Agreement. as amended (the "Agreement"), creating Northern California
Power Agency (the "Agency"). a public entity separate and apart from
the Marbers and
WEREAS, in accordance with the Agreement and the Joint
Powers Act. the Agency has entered or will enter into agreements to
acquire and construct (or to cause to be acquired and constructed) a
project for the generation and transmission of electric energy
consisting of not more than seven 24 -megawatt co bistion turbine
generating units or such lesser nurber of units. but not less than
three as will be determined in accordance with the terms and
conditions of the Third Phase Agreement (as hereinafter defined) and
related facilities, including electric facilities necessary for the
Project to interconnect with the adjacent electric system. and all
rights, properties and improvements necessary therefor. including fuel
and water facilities and resources, and capital improvements that may
be constructed from time to time (the "Project"); and
*M AS, the Agency proposes to issue, in accordance with
the Agreement and the Joint Powers Act. from time to time. in one or
more installments, its revenue bonds and other evidences of
Indebtedness ("Acquisition Bonds") to be outstanding at any one time
in accordance with their teens in the estimated maximum aggregate
principal amount of $130,000,000 for the purpose of providing funds
for the financing of of the acquisition and construction of the Project;
-I-
UMWAS, the Agency also proposes to issue its notes and
other evidences of indebtedness (including renewal notes) ("Notes")
for the purpose of financing studies, the acquisition of options,
permits. and other preliminary costs to be incurred prior to the
undertaking of the construction or acquisition of the Project and for
the purpose of providing tnTorary financing of costs of acquisition
and construction of the Project; and
WEREAS. from time to time. conditions in the tax-exempt
f
bond market nay became favorable for refunding outstanding bonds with
a resulting savings in debt service costs or other benefits for the
Agehcy.
and
WEREAS. Pursuant to Section 6676 of the Joint Powers Act.
the Agency may ibsue from time to time in one or more Installment,; its
refu:.ding bonds ("Refunding Bonds" and together with the Acquisition
Bonds. the "Public Power Revenue Bonds") for the purpose of redeeming
or retiring Acquisition Bonds or Refunding Bonds theretofore issued.
or other irdebtPdness theretofore issued for the Project; and
WiERFAA. the financing of the acquVition and construction
of the Project includes the issuance of Refunding Bonds; and
WiiRl!'S. notwithstanding the aforesaid estimated maximum
aggregate principal amount of Pati-lic Power Revenue Bonds proposed to
be issued by the Agency for the Project and to be outstanding at any
one tima in accordance with their terms. additional Public Parer
Revenue Bonds may be required to complete the fi-nancing of the
acquisition and construction of the Project; and
WHERFAS, the Agency has entered or sYi=ll enter into one or
more agreements � the "Ibi-rd Phase Agreements") with certain entities
(including two or more of the Manners), pursuant to which the entities
entering into such Third Phase Agreements with the Agency (the
"Participants") will, in the aggregate, purchase options and/or rights
to purchase and/or receive 100% of the capacity and energy of the
Project; and
W --MAS, the principal of and interest on the Public Power �
Revenue Bonds are to be payable from funds held in trust for the
benefit of the holders of such Bonds and from revenues of the Agency
-2-
fran the Project, including payments to be made by the Participants
under the Third Phase Agreements; and
11HERFAS. the principal of and interest on the Notes are to
be payable from proceids of renewal Notes and the proceeds of the
Public Power Revenue Bonds and, to the extent not so paid, may be
payable fran revenues of the Agency fran the Project, including
payments to be made by the Participants under the Third Phase
Agreements; and
I*M AS. in accordance with the Section 654-7 of the Joint
Powers Act. the exercise by the Agency of its power to issue the
Public Power Revenue Bonds is subject to the authorization of such
Issuance by the Participants pursuant to ordi-nance. and
W REAS, neither the payment of principa=l of the Public
Power Revenue Bonds nor any part thereof nor interest thereon shall
constitute a debt. liability or obl-igation of the City of Lodi; nor
does this Ordinance eanait the City of Lodi to take or pay for any
capacity or energy of the Project.
W OMAS. this City Council has determined that the financing
of the acquisition and construction of the Project by the Agency is
appropriate to assist the City in meeting the future power needs of
its custaners for electric energy; and
V!MMAS. this City Council has determined that the issuance
by the Agency of Refunding Bonds is appropriate to reduce debt service
cost related to the Project and reduce the costs of financing the
acquisition and construction of the Project payable by the City under
the Third Phase Agreements or to realize other benefits relating to
the Project; and
109MAS. this City Council proposes to authorize by
ordinance the issuance and sale by the Agency of its Notes, which are
payable from proceeds of the Acquisition Bonds authorized by this
Ordinance and. to the extent not so paid, may be payable from revenues
of the Agency from the Project, including payments received by the
Agency from the Participants under the Third Phase Agreements.
NOW, 1TRE, the City Council of the City of nodi,
California does ordain as follows:
-3-
1. The issuance and sale by the Agency, fran time to time,
in one or more installments, of its Acquisition Bonds for the
financing of the acquisition and construction of the Project
outstanding at any one tip. in accordance with their terms in a
maximm aggregate principal amount of $130.000.000 is hereby
authorized. Notwithstanding such maximum aggregate principal amotmt,
the Agency is hereby authorized to issue additional principal amoemts
of its Acquisition bonds if and to the extend required to emplete the
i
financing of the acquisition and construction of the Project. The
proceeds from the sale of the Acquisition Bomxls hereby ruthorized are
to be used for the financing of the acquisition and construction of
the Project. including interest on such Bonds and deposits to
reserves. and to pay when due the principal. prem -um. if any, and
interest on the Notes of the Agency issued for the purpose of
financing studies, the acquisition of options. permits, and other
preliminary costs to be incurred prior to the undertaking of the
construction or acquisition of the Project and for the purpose of
providing tmPorary financing of the costs of acquisition and
construction of the Project. The Acquisition Bonds hereby authorized,
and premium and interest thereon, are to be payable from. and secured
by, funds held in trust for the benefit of the holders of Acquisition
Bonds and f. -cm revenues of the Agency from the Project, incl-udi;ng
payments received by the Agency from the Participant's under the Third
Phase Agreements.
2. The issuance and sale by the Agency. from time to time.
in one or more hosts.-Iments, of its Refunding Bonds is hereby
rmthorized. The estimated maxicmm aggregate principal swine of such
4-
Refunding
Refunding Bonds outstand''-ing at any one tiam in accordance with their
terms shall be an amount equal to the sum of (i) $130.000,000, being
the estimated maxinun aggregate principal amount of Acquisition Bonds
?kh. issued and to be issued for the financing of the acquisition and
construction of the Project, plus (it) the principal Nmunt of any
additional Acquisition Bonds issued to complete the firu ting of the
acquisition and construction of the Project, plus (iii) such
additional amounts, if any, required to roirchase federal securiti-es to
-4-
implement such refunding as provided in Sections 53580 and 53585,
inclusive. of the Government Gude of the State of California, p1 -,us
(iv) such additional amounts. if any, necessary to provide funds
sufficient for the payment of principal, interest, premium and
expenses as provided in Section 6577 of the Government Code of the
State of California. Notwithstanding such estimated maximum aggregate
principal amount, the Agency is hereby authorized to issue additional
principal amounts of its Refunding Bonds if and to the extend requ=ired
to complete the financing of the acquisition and construction of the
Project. The proceeds fran the sale of the Rebinding Bonds hereby
authorized are to be used for the purpose of redeeming or retri-ng the
Acquisition Bonds, Refunding Bonds or other indebtedness to be
refunded as aforesaid. The Refunding Bonds hereby authorized, and
premium and interest thereon. are to be payable from, asci secured by,
funds held in trust for the benefit of the holders of t -he Refunding
Bonds and from the revenues of the Agency with respeet to the Project,
including payments received by the Agency from the Participants under
the Third. Phase Agreements.
3. The authorization provided to the Agency by Section 2
above shall not apply to any installment of Refunding Bonds unless the
Agency shall determine that a present value savings of debt service
will result from the issuance of such Refunding Bonds or that other
benefits relating to the acquisition and construction of the Project
will be realized therefrom.
4. Pursuant to Section 6547 of the Joi=nt Powers Act. this
Ordi-nance is subject to t -he provisions for referendum prescribed by
Section 3751.7 of the Elections Code of the State of California.
5. The City Clerk shall certify to the enactment of this
Ordinance and shall cause notice of the same to be published in
accordance with Section 6040.1 of the Government Code of the State of
Cal I fornia.
6. Sixty (60) days from and after its enactment, this
Ordinance shall take effect and be in full furce, in the manner
provided by law.
-5-
71E FCRDCDING CIRDILNANCE
is approved, enacted and
adopted
by
the City Council of the City of
Lodi, California, this
Ist day
of
August, 1984.
Attest:
Alice Ni. Reimche
City Clerk
State of California
County of San Joaquin, ss.
I, Alice M. Reimche, City Clerk of the City of Lodi
do hereby certify that Ordinance No 1330 was
introduced at a regular meeting of the City Council
of the City of Lodi held July 18, 1984 and was
thereafter passed. adopted and ordered to print at
a regular meeting of said Council held August 1, 1984
by the following vote:
Ayes: Council hebers - Hinchman, Olson, and Reid
Noes: Council himbers - Pinkerton
Absent: Council hkabers - Snider
Abstain: Council lumbers - None
I further certify that Ordinance No. 1330 was approved
and signed by the Mayor on the date of its passage
and the same has been published pursuant to law.
NXICE OF aMINANCE SCBJDCT Tn REFERENDLM
CITY OF LCDI , CALI SNI A
FINANCE NO. 1330
ADOMM BY 'I) -IE CITY ODLMI L OF TES CITY OF LCDI , CALI FC M IA
CIV AIJ= 1, 1984
Notice is hereby given that at a regular meeting of the City
Council of the City of Lodi, California (the "City Council"). held on
August 1, 1984, Ordinance No. 1330 (the "Ordinance") was adopted. The
title and a surtmnry of the Ordinance Rre set forth below. The
Ordinance is subject to referendum, as discussed below.
Title
CRDINANC'E OF ME C171Y 00MCIL OF TME CITY OF LCDi ,
CAL I FCRNI A ALM CR I Z ING M IE ISSUANCE OF PCBL I C MVI•R REVRAM BC MS BY
Summary
Pursuant to the Ordinance, the City Council has authorized
the issuance and sale by Northern California Power Agency (the
"Agency") of its revenue bonds and other evidences of indebtedness
("Acquisition Bonds"), to be issued, from tine to time, in one or wre
installments, in an estimate raximtm aggregate principal amount
outstanding at any one time in accordance with their teams of
$130,000,000. The actual interest rates on each installment of such
Acquisition Bonds or the method of determining such rates will be
determined by the Carmission of the Agency in accordance with law at
the time of issuance of such installment. Notwithstanding such
raxirim aggregate principal amount of Acquisition Bonds, the Agency is
authorized. pursuant to the Ordinance, to issue additional principal
armunts of its Acquisition Bonds if and to the extent required to
-1-
complete the financing of the acquisition and construction of the
Project discussed below.
Pursuant to the Ordimmice, the City Council has authorized
the issuance and sale by the Agency of its Refunding Bonds (which
together with the Acquisition Bonds are herein referred to as the
"Public Power Revenue Bonds"). and to be issued, fr...a time to time, in
one or more installments in an estimated maximum aggregate principal
amount outstanding at any one time in accordance with their temis
equal to the sum of (i) $130.000,000, being the estimated maximum
aggregate principal amount of Acquisition Bonds issued and to be
issued for the financing of the acquisition and construction of the
Project. plus (ii) the principal amount of any additional Acquisition
Bonds issued to complete the financing of the acquisition and
construction of the Project. plus (iii) such additional amounts, if
any, required to purchase federal securities to inplement such
refunding as provided in Sections 54580 and 53585. inclusive, of the
Government Code of the State of California, plus (iv) such additional
Amounts, if any, necessary to provide funds sufficient for the payment
of principal, interest, prerniurn, and expenses as provided in Section
6577 of the Government Code of the State of California.
hbtwithstanding such estimated maxinain aggregate principal amount, the
Agency is authorized to issue additional principal amounts of its
Refunding Bonds if and to the extend required to complete the
financing of the acquisition and construction of the Project.
The Agency was created pursuant to a .Joint Powers Agreement,
as amended (the "Agreement"), heretofore entered into between the City
of Lodi, California and certain other public agencies created pursuant
-2-
e
to the laws of the State of California (collectively, the "Members")
pursuant to
the
provisions
relating to
joint exercise of
powers found
in Chapter
5 of
Division 7
of Title 1
of the Government
Code of the
State of California, as amended (the "Joint Powers Act"). The Agency
is a pub 1 i c entity separate and apart from the ltlerrbe rs . The Agency,
in accordance with the Joint Pavers Act and the Agreement, has entered
or will enter into agreements to acquire and construct (or cause to be
acq-iired and constructed) a project for the generation and
transmission of electric energy consisting of not mare than seven
24 -megawatt ccnbustion turbine generating units or such lesser of
number of units, but not less than three, as will be determined in
accordance with the tems and conditions of the Third Phase Agreements
(as hereinafter defined) and related facilities, including electric
facilities necessary for the Project to interconnect with the adjacent
electric system, and all rights, properties and irrprovenents necessary
therefor, including fuel and water facilities and resources, and
capital improvements that may be constructed from time to time (the
"Project"). The Agency has entered or will enter into one or mare
agreements (the "Third Phase Agreements") with certain entities
(including two or more of the Menbers), pur3uant to which the entities
entering into such Third Phase Agreements with the Agency (the
"Participants") will, in the aggregate, purchase options and/or rights
to purchase and/or receive 100% of the capacity and energy of the
Project. The City Council heretofore has authorized, by ordinance,
the issuance and sale by the Agency of its notes and other evidences
of indebtedness (including renewal notes) ("Notes") for the purpose of
financing studies, the acquisition of options, permits, and other
-3-
preliminary costs to be incurred prior to the undertaking of the
construction or acquisition of the Project and for the purpose of
providing temporary financing of costs of acquisition and construction
of the Project. The principal of and interest on the Notes are to be
payable from the proceeds of renewal Notes and the proceeds of the
Public Power Revenue Bonds authorized by the Ordinance and, to the
extend not so paid. may be payable from revenues of the Agency from
the Project, including payments to be made by the Participants under
the Third Phase Agreements.
Neither the payment of principal of the Public Power Revenue
Bonds nor any part thereof nor interest thereon will constitute a
debt, liability or obligation of the City of Lodi, California; nor
does the Ordinance coamit the City of Lodi, California to take or pay
for any capacity or energy of the Project. The City Cecil has
determined that the financing of the acquisition and construction of
the Project is appropriate to assist the City in meeting the future
power needs of its customers for electric energy.
The Public Power Revenue Bonds will mature on or before
Noverber 5, 2030 and will bear interest at the probable or anticipated
rate of 12% per annum.
THE AC ENC Y PFICPCSIS TO ISSUE, IN ACCORDANCE W M ME
ACE EW AND THE JOINT PUVERS ACI'. ITS PLBL I C PUVER REVFMM BONDS M
PROVIDE RAS FOR THE FINANCING `.3F TES A W I S I T I CN AND 0ONS1M= ICN OF
ME PM=. TELE PR I NC I PAL OF AMID I MEREST ON THE KIM IC P WER
REVMX BONDS ARE M BE PAYABLE FROM RAIDS I EI.D IN T= PCR THE
-4-
BENEFIT OF ME HOLDERS OF SLUI DONDS AND FF01 REVENUES OF ME AMCY
FF01 THE PROJBCr, INCLUDING PAWENM TO BE MAIM BY ME PARTICIPANIS
UNDER THE THIRD PHASE AGREMEN17S.
THE MINME AUMMIZINGTHE C OF 1 PLULIC ° • a!•
TIM PERIOD ° a a► BY OF •N (BEARING SICNATURES,
LEAST UIE MUM REIQUIRED BY THEPFMESTING AGAINST1 ADOPTIGN
OF 1 OFIDINANCE,t CITY COUNCIL IS RBQUIRED ID RMMIDER ME
ORDINANCE. E a ° •N, IF UIE CITY COUNCIL DOES • ENTIRMY REPEAL
PRESCRIBED : e ME • s°a AT A RMJLAR• ° SPEICIAL M=ICN AND
WE ORDINANCE SHALL NOTBBOCNIE a1 aCI'IVE LWrIL A MAJORITY OF 1
• aR. WrING ON 1 ORDINANCE WrE IN FAVCR OF 1 •e• ae•
DESMIPTION OF THE PRIOCEDWES FOR REFERENDUM IS &,%.SED UPION THE
• ° ° a y• a ► PIUVISIM3 OF ME CALIFIORNIA ELEICTIONS CODE AND
ELEIMONS WDE • ► ME CALIFCIRNIA GOVEMEa CODE FORCMFLETE
SrATMENT OF • °°• •
-5-
ORDINANCE NO. 1331
s
CIMINANCE OF THE CITY CaMIL OF 'ITIS CITY OF L(DI,
CALIFORNIA AtMJ:RIZD G THE ISSIIA = OF NUMS BY
NMIMN CALIPCRNIA POKER ACEI= (O1VlaMICN
UMINE PROJECT NUMM CNE)
MOMS, pursuant to the provisions relating to joint
exercise of powers found in Chapter 5 of Division T of Title 1 of the
i'
Government Code of the State of California, as amended (the "Joint
Pavers Act"), the City of Lodi. California and certain other public
agencies created pursuant to the laws of the State of California
(collectively, the "Members"). have entered into a Joint Powers
Agreement as amended (the "Agreement"). creating Northern CA-li-fornia
Power Agency (the "Agency"). a public entity separate and apart fran
the Members; and
WiiREAS. in accordance with the Agreement and the Joint
Pavers Act, the Agency has entered or wi I l ^rater into agreements to
acquire and construct (or to cause to be acquired and constructed) a
project for the generation and transmission of electric energy
s
i
consisting of not more than seven 24 -megawatt combustion turbine
`
generati-rig units or such lesser number of units, but not less than
three, as will be determined in accordance with the terms and
conditions of the Third Phase Agreement (as hereinafter defined) and
1
related faci ities, including electric facilities necessary for the
Project to interconnect with the adjacent electric system, and all
p
rights, properties and improvements necessary therefor. Including fuel
and water facilities and resources. and capital inprovenents that may
be constructed from time to time (the "Project"); and
WMWAS. the Agency proposes to issue, in accordance with
the Agreement and the Joint Powers Act. from t-ime to time, in one or
more installments, its notes and other evidences of indebtedness
(including renewal notes) ("Notes") to be outstanding at any, one time
in accordance with their temis in the estimated rnix nun aggregate
principal amount of $130.000.000; for the purpose of financing
T
studies, the acquisition of options, permits, and other preliminary
coRts to be incurred prior to the undertaking of the construction or
-1-
acquisition of the Project and for the purpose of providing temporary
financing of costs of acquisition and construction of the Project; and
V*UWM. the Agency proposes to issue its revenue bonds and
other evidences of indebtedness ("Acquisition Bonds") for the purpose
of providing funds for the financing of the acquisition and
construction of the Project; and
WOMAS. notwithstanding the aforesaid estimated maxin m
aggregate principal aunt of Notes proposed to be issued by the
Agency for the Project and to be outstanding at any one time In
accordance with their terns. additional Notes may be required to
cmplete the financing of studies. the acquisition of options, permits
and other preliminary costs to be Incurred prior to the undertaking of
the construction or acquisition of the Project or to coapiete the
temporary financing of costs of acquisition and construction of the
Project; and
DSAS, the Agency has entered or will enter into one or
more agreements (Cle 'Mird Phase Agreements") with certa=in entities
(including two or more of the Mwbers"). pursuant to which the
entities entering into such Third Phase Agreements with the Agency
(the "Participants") will. in the aggregate, purchase options and/or
rights to purchase and/or receive 100% of the capacity and energy of
the Project; and
WOMAS. the Notes are to be renewable from time to time and
the principal of and interest on the Notes are payable from proceeds
of renewal Notes and the proceeds of the Acquisition Bonds and. to the
extent not so paid. may be payable from revenues of the Agency from
the Project. including payments to be made by the Participants under
the 1hird Phase Agreements; and
WOWS. in accordance with Section 6547 of the Joi=nt Powers
Act. the exercise by the Agency of its power to issue the Notes is
subject to the authorization of such issuance by the Parti=cipants
pursuant to ordinance; and
WN -OMA—, neither the payment of principal of the Notes nor
any part thereof nor interest thereon shall constitute a debt,
-2-
liability or obligation of the City of Lodi, California; nor does this
Ordinance ca:mit the City of Lodi, California to take or pay for any
capacity or energy of the Project; and
Wim, this City Council has determined that the financing
of the acquisition and construction of the Project by the Agency is
appropriate to assist the City in meeting the future power reeds of
Its customers for electric energy; and
WHEREAS. this City Couneil has authorized by Ordinance the
issuance and sele by the Agency of its Acquisition Bonds. the proceeds
from the sale of which are to be used for the financing of the
acquisition and construction of the Project, including interest on
such Acquisition Bonds and deposits to reserves, and to pay the
principal, premiun. If any, and interest on the Notes authorized by
this Ordinance when due.
NOW. TfiFRFR X. the City Council of the City of Lodi,
California does ordain as follows:
1. The issuance and sale by the Agency fram time to time,
in one or more installments. of its Notes (including renewal Notes)
for the purpose of financing studies. the acquisition of options.
permits and other preliminary costs to be incurred prior to the
undertaking of the construction or acquisition of the Project and for
the purpose of providing temporary financing of costs of acquisition
and construction of the Project. outstanding at any one time in
accordance with their terms in a maxinum aggregate principal amount of
$130,000,000 is hereby authorized. Notwithstanding such msxinum
aggregate principal amount. the Agency is hereby authorized to issue
additional principal am ants of Notes if and to the extent required to
complete the financing of studies. the acquisition of options, permits
and other preliminary costs to be incurred prior to the undertaking of
the construction or acquisition of the Project or to earplete the
temporary financing of costs of acquisition and construction of the
Proj,: t. The proceeds from the sale of the Notes hereby authorized
are to be used for the purpose of financing financial feasibility
studies, enviromrental impact studies and other studies relating to
the Project. the acquisition of options, permits and other nrelMinry
-3-
costs to be incurred prior to the undertaking of the construction or
acquisition of the Project and for the purpose of providing telporary
financing of costs of acquisition and construction of the Project,
including interest on the Notes. The Notes hereby authorized are to
be renewable fran time to time and the principal of such Notes, and
premium, if any, and interest thereon, are to be payable from proceeds
of renewal Notes and the proceeds of Acquisition Bonds of the Agency,
and. to the extent not so paid. may be payable fran revenues of the
Agency frau the Project, including payments received by the Agency
frau the Participants under the Third Phase Agreements.
2. Pursuant to Section 6347 of the Joint Powers Act. this
Ordinance is subject to the provisions for referendun prescribed by
Section 3131.7 of the Elections Code of the State of California
3. The City Clerk shall certify to the enactment of this
Ordinance tend shall cause notice of the same to be published in
accordance with Section 6040.1 of the Government Code of the State of
California.
4. Sixty (60) days from and after its enactment, this
Ordinance shall take effect and be in full force, in the manner
provided by law.
TE F UMING CIRDINANC:E is approved, enacted and adopted by
the City Council of the City of Lodi, California this 1st day of
i
August. 1984.-
t
i
yor
Attest:
Alice M. Reimche
City Clerk
E
State of California
County of San Joaquin, ss.
I, Alice M. Reimche, City Clerk of the City of Lodi,
do hereby certify that Ordinance No. 1331 was
Introduced at a regular meeting of the City Council
of the City of Lodi held July 18, 1984 and was
thereafter passed, adopted and ordered to print at
a regular meeting of said Council held August 1. 1984
by the following vote:
Ayes: Counci l Mmbers - Hinchrman, Olson, and Reid
Noes: Council Mmbers - Pinkerton
Absent: Council Mmbers - Snider
Abstain: Counci l himbers - None
I further certify that Ordinance No. 1331 was
approved and signed by the Mayor on the date of
its passage and the same has been published
pursuant to law.
Alice M. Reimche
City Clerk
NOTICE OF ORDINANCE SLBJBCT ZO REFEREN xAI
CITY OF LCDI, CALIFORNIA
CERDINANC.E NO. 1331
ADOPM BY THE CITY CC NCIL OF ME CITY OF LCOI. CALIFORNIA
CN iUUW 1, 1984
Notice is
hereby given that at
a regular meeting of
the City
Council of the City
of Lodi, California
(the "City Council"),
herd on
August 1,
1984. Ordinance
No.
1331 (the
"Ordinance")
was
adopted.
The
the and
a summary of
the
Ordinance
are set
forth
below,
The
Ordinance is subject to referendum, as discussed below.
Title
CR'DINANGE OF ME CITY COLMIL OF ME CITY OF LEDI ,
CAL I FGRN IA AI.iTi-i<RRI Z ING ME ISSUANCE OF N ES BY NCtMON CALIFCWTIA
Summary
Pursuant to the Ordinance, the City Council has authorized
the issuance and sale by Northern California Power Agency (the
"Agency") of its notes and other evidences of indebtedness (including
renewal notes) ("Notes"), to be issued, from time to time, in one or
more installments, in an estimated aggregate principal amount
outstanding at any one time in accordance with their terms of
$130,000,000. The actual interest rates on each installment of such
Notes or the method of detennining such rates will be determined by
the Comi fission of the Agency in accordance with law at the time of
issuance of such installment. Notwithstanding such maximm aggregate
principal amount of Notes, the Agency is authorized, pursuant to the
Onlinance, to issue additional principal amounts of its Notes if and
to the extent required to ccaplete the financing of studies, the
acquisition of options, Hermits and other preliminary costs to be
-1-
incurred prior to the undertaking of the construction or acquisition
of the Project
or to corplete
the
temporary financing of costs of
acquisition and
construction of
the
Project discussed below.
The Agency was created pursuant to a Joint Powers Agreement,
as amended (the "Agreement"), heretofore entered into between the City
of Lodi. California and certain other public agencies created pursuant
to the laws of the State of California (collectively, the "Menbers")
pursuant to the provisions relating to the
joint
exercise of
powers
found in Chapter 5 of Division 7 of Title 1
of the
Government
Code of
the State of California. as amended (the
"Joint
Powers Act").
The
Agency is a public entity separate and apart from the Nkobers. The
Agency, in accordance with the Joint Powers Act and the Agreement, has
entered or will enter into agreements to acquire and construct (or to
cause to be acquired and constructed) a project for the generation and
transmission of electric energy consisting of not more than seven
24 -megawatt caTbustion turbine generating units or such lesser number
of units, but not less than three, as will be determined in accordance
with the temis and conditions of the Third Phase Agreements (as
hereinafter defined) and related facilities, including electric
facilities necessary for the Project to in*erconnect with the adjacent
electric system, and all rights, properties and improvements necessary
therefor, including fuel and water facilititi; and resources, and
capital inprovements that may be constructed from time to time (the
"Project"). The Agency has entered or will enter into one or more
agreements (the "Third Phase Agreements") with certain entities
(including two or more of the Members), pursuant to which the entities
entering into such Third Phase Agreements with the Agency (the
-2-
"Participants") will, in the aggregate, purchase options and/or rights
to purchase and/or receive 100% of the capacity and energy of the
Project. The City Council heretofore has authorized, by ordinance,
the issuance and sale by the Agency of its Acquisition Bonds to
provide funds for the financing of the acquisition and construction of
the Project. The principal of and interest on the Acquisition Bonds
are to be payable from funds held intrust for the benefit of the
holders of such Bonds and from revenues of the Agency from the
Project, including payments to be made by the Participants under the
Third Phase Agreements.
Neither the payment of principal of the Notes nor any part
thereof nor interest thereon will constitute a debt, liability or
obligation of the City of Lodi, California; nor does the Ordinance
emnit the City of Lodi, California to take or pay for any capacity or
energy of the Project. The City Council has determined that the
financing of the acquisition and construction of the Project is
appropriate to assist the City in meeting the future power needs of
its customers for electric energy.
The Notes will mature within seven years from the date of
issuance thereof and will bear interest at the probable or anticipated
rate of 11% per anrnm.
THE AGENCY PROPOSES TO ISSUE. IN AOOCEDANCE WIMI MIR
NATES) FCR TETE REPOSE OF FINANCING SITDIFS, THE ACQUISITION OF
-3-
ACQUISITION AND CaEIM=ICN OF 1 . ••e =. ME PRINCIPAL OF D
wm= ON mE Nam ARE To BE PAYABLE FFai mE PROCEEDS OF ReovAL
NMM AND FRMI ME PROCEEDS OF THE PUBLIC POWER REVENUIE BCNW AND, Tf
ME EXTENT NOT SO PAID, MAY BE PAYABLE FMM ]REVMJES OF THE AMICY
FFUl THE PM=, INCUDING PA)AMM ID BE MADE BY ME PARTICIPMM
THE CIDIMMCE ALMI RIZING THE ISSUANCE OF TIIE NOM IS
SLB= TO REFJERMNt. UPON PRISH41ATICN (WITHIN THE TUViE PERIOD
SPICIFII:D BY LAW) OF A PETITION (BEARING SIGNATURES. IN AT LEAST THE
NUbBER RBQU I RFD BY THE LAW) PROTESTING AGA I NST THE ADOPT ION nF ME
OIDINANCE, ME CITY C MIL IS MQUIRED TO RDOCNSIDFR THE ORDINANCE.
MM U.JPON, IF THE CITY COUNCIL DOES NOr ENTIRELY REPEAL THE ORDINANCE,
ME ORDINAINGE SHALL BE SUiV1111FD (UNDER BAL.Wr WOKING PRESCRIBED BY
LM) TD THE WIERS AT A PJ30U .AR OR SPECIAL EIZCTICN AND THE 01MINANCR
SHALL NOT BBBOCh E EFFDCT I VE UNTIL A NIAJCR I'IY OF THE MMMS VOr ING ON
THE CRDINANCE VOTE IN FAVOR OF IT. THE FIC;fIBCiDING DESCRIPTION OF THE
PROV I S IONS O1F THE CAL I FCRN IA E.1~X,TICNS OU)E AND THE CAL IFICIRNIA
GMEMIMIr OCDE . REFERENCE IS MADE TO TI IE CAL I FUN I A IIRGT IONS OCDE
AND THE CAL I F(M I A OW IN.TN T CME FCR A C]VIPI.BTE STA'T'EMENT OF SUCH
PIiDVI S Ias .