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HomeMy WebLinkAboutAgenda Report - October 1, 2003 I-02CITY OF LODI 2=o COUNCIL COMMUHICATION AGENDA TITLE: Adopt a resolution authorizing the City Manager to execute new contracts between current industrial contract customers and/or new contract customers and the City of Lodi (EUD) that will transition these customers to a standard rate over a three or four year period (EUD) MEETING DATE: October 1, 2003 PREPARED BY: Electric Utility Director RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to execute new contracts between current industrial contract customers and/or new contract customers and the City of Lodi (EUD) that will transition these customers to a standard rate over a three or four year period. BACKGROUND INFORMATION: Before the energy crisis of 2001, contracts were undertaken with large industrial customers at a time when power costs were substantially below today's costs. Also, when these contracts were undertaken, a non -permanent economic development incentive was part of the contract structure. Some of these contracts were at retail rates on the order of 5 cents a kilowatt-hour and have not changed forover 5 years. These rates are substantially below our cost of power currently, 7 to 8 cents a kilowatt-hour. Other customers have seen substantial bill change in the last two years. These contracts have expired. The Electric Utility Department (EUD) proposes to transition these customers to a regular EUD rate over a four-year period that the customer is eligible for given their level of consumption. Most of these contracts will transition to 1-1. This 1-1 rate is highly competitive and is the rate that General Mills is under. The four-year transition period should allow these customers to adjust. In addition, new significant customers will be transitioned in a similar manner as an economic development tool. The following customers will be under a transition rate contract: o f CertainTeed Schaefer Systems, Inc Pacific Coast Producers The contract methodology that specifies the transition is the same across all contracts. A sample contract is attached. The actual transition rates vary by customer; each customer transition rate sheet is attached. The following customer is under a significant new customer contract: Epic Plastics APPROVED: H. Dixon Flynn - City Manager CITY OF LODI �q</FpFR�P The Epic contract is attached. COUNCIL COMMUNICATION FUNDING: None: / jz4�lk Alan N. Vailow Electric Utility Director PREPARED BY: ANVIBPAst C: City Attorney Finance Director Boris Prokop, Power Supply & Rates Manager Apmovm H. Dixon Flynn - City Manager CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Adopt a resolution authorizing the City Manager to execute new contracts between current industrial contract customers and/or new contract customers and the City of Lodi (EUD) that will transition these customers to a standard rate over a three or four year period MEETING DATE: October 1st, 2003 PREPARED BY: Electric Utility Director RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to execute new contracts between current industrial contract customers and/or new contract customers and the City of Lodi (EUD) that will transition these customers to a standard rate over a three or four year period. BACKGROUND INFORMATION: Before the energy crisis of 2001, contracts were undertaken with large industrial customers at a time when power costs were substantially below today's costs. Also, when these contracts were undertaken, a non -permanent economic development incentive was part of the contract structure. Some of these contracts were at retail rates on the order of 5 cents a kilowatt-hour and have not changed for over 5 years. These rates are substantially below our cost of power currently, 7 to 8 cents a kilowatt- hour. Other customers have seen substantial bill change in the last two years. These contracts have expired. The Electric Utility Department (EUD) proposes to transition these customers to a regular EUD rate over a four-year period that the customer is eligible for given their level of consumption. Most of these contracts will transition to 1-1. This 1-1 rate is highly competitive and is the rate that General Mills is under. The four-year transition period should allow these customers to adjust. In addition, new significant customers will be transitioned in a similar manner as an economic development tool. The following customers will be under a transition rate contract: Cottage Bakery Lodi Iron Works CertainTeed Schaefer Systems, Inc Pacific Coast Producers The contract methodology that specifies the transition is the same across all contracts. A sample contract is attached. The actual transition rates vary by customer; each customer transition rate sheet is attached. The following customer is under a significant new customer contract: Epic Plastics The Epic contract is attached. APPROVED: H. Dixon Flynn - City Manager yC Q CITY OF I l /FO S The Epic contract is attached. FUNDING: None: COUNCIL COMMUNICATION Alan N. Vallow Electric Utility Director PREPARED BY: Boris Prokop, Power Supply & Rates Manager ANVIBPIIst C.- City Attorney Finance Diredor APPROVED: nn - city Manager RATE AGREEMENT BETWEEN Cottage Bakery AND THE CITY OF LODI This Agreement is made by and between Cottage Bakery ("Customer") and the CITY OF LODI ("City"), collectively called "the Parties" and individually as "Parry". This Agreement supersedes the City's mandatory Rate Schedule assignment for this Customer. WITNESSETH: WHEREAS, City operates an electric utility system supplying electric power to City customers; and WHEREAS, Customer is a customer whose rate agreement contract between the City has expired; and WHEREAS, City desires to transition the Customer to their eligible rate schedule over a four year period so as to mitigate the immediate effects of coming under the eligible rate; and NOW, THEREFORE, the Parties hereto agree as follows: Section 1. Definitions. Whenever used in this Agreement, in either the singular or plural number, the following temps shall have the following respective meanings 1.1 "Agreement" is this contract. 1.2 "City" is the City of Lodi, a California Municipal Corporation. 1.3 "Customer" is "Facility" is the Customer's facility receiving service as defined in Exhibit A. 1.4 "Account" is defined in Exhibit A for the Customer. 1.6 "Parties" are collectively Customer and City. 1/8 1.7 "kWh" is a kilowatt-hour, an energy charge billing unit. 1.8 'billing cycle" is the monthly bill. 1.9 "Force Majeure", as used herein, means unforeseeable causes beyond the reasonable control of and without the fault or negligence of the Parry claiming force majeure. Such an occurrence may include, but is not limited to, acts of God, labor disputes, sudden actions of the elements, actions or inactions by federal, state and municipal agencies, and actions or inactions of legislative, judicial, or regulatory agencies. 1.10 "eligible rate" is the scheduled rate at which the Customer would qualify given historical consumption as per accounts totalized in Exhibit A. 1.11 "totalization" is the aggregation of individual meter data so as to create a single billed account under a single rate schedule. 1.12 "current actual average rate winter/summer" is the average based on the total energy charges, demand charges and special discounts totaled divided by total energy (kWh) that apply to the contract accounts defined in Exhibit A for a typical actual monthly bill in the season designated for the annual period before the start of the anticipated phase of rate transition. 1.13 "current eligible average rate winter/summer" is the average based on the total energy charges, demand charges and market cost adjustments and other normal applicable charges totaled divided by total energy (kWh) that apply to the contract accounts defined in Exhibit A for the eligible rate utilizing actual billed energy and demand available from the current actual bill average rate determination by season. 2/8 Section 2. Rate Application. 2.1 The billing cycle charge for the Customer shall transition to the eligible rate for the Facilities and Accounts defined in Exhibit A over a four year phased transition. Exhibit A also defines what Facilities and Accounts will be totalized or treated as individual facilities for Billing purposes. There shall be four phases to the transition to M billing under the eligible rate as follows: oo Phase I October 1, 2003 to September 30th, 2004, Phase Setting = 3 oo Phase II October 1, 2004 to September 30th, 2005, Phase Setting =3 oo Phase III October 1, 2005 to September 30th, 2006, Phase Setting =2 oo Phase IV October 1, 2007 on The first three phases will provide a transition rate that is at a discount of the current eligible. At the fourth phase the Customer will be at the eligible rate and the contract will expire with normal rate procedures applying. In the two months before the commencement of Phases I to III, a determination of the phased rates will be made. The current average winter rate and average summer rate will be determined. The average eligible winter rate and summer rate will be determined for the eligible rate schedule. The transition rates will be the eligible rate schedule by season discounted by the transition percentage. The transition percentage is calculated by season and is determined as follows: Where "A" equals seasonal average rate; "E" equals seasonal eligible rate; "P" equals phase setting from above; "/" Is a divide operator; "*" Is a multiply operator; 66^99 Is a to the power operator; Transition Percentage = (A*(E/A)^(1/P))/E 3/8 The transition percentage holds only for the coming phase. A new transition percentage is determined before the start of each phase. If the transition percentage exceeds 100%, the eligible rates apply. The City shall provide the Customer a copy of the determined transition discounted rates before the start of a new transition Phases I to III. Section 3. Term of Agreement. 3.1 Upon signing by all Parties, this Agreement shall be binding for bills rendered on or after October 1st, 2003, and shall remain in effect subject to Paragraphs 3.2 and 3.3 below, for bills rendered through September 30th, 2007. 3.2 If either party fails to perform any of the provisions of this Agreement, the other party may, by written notice given within thirty days of such failure to perform, terminate this agreement. Customer may appeal such termination in writing to the Electric Utility Director. This is in addition to any other legal recourse Customer may have. 3.3 This Agreement cannot be terminated without mutual consent of the Parties. Section 4. Force Maieure. 4.1 If either Party because of Force Majeure is rendered wholly or partly unable to perform its obligations under this Agreement, that Party shall be excused from whatever performance is affected by the Force Majeure to the extent so affected, provided that: The nonperforming Party, within two weeks after the occurrence of the Force Majeure, shall give the other party a written report describing the particulars of the occurrence. The suspension of performance is of no greater scope and of no longer duration than is required by the Force Majeure. 4.2 No obligations of either Party which arose before the occurrence causing the suspension of performance are excused as a result of the occurrence. SM 4.3 The non-performing Party uses its best efforts to remedy its inability to perform. This sub- paragraph shall not require the settlement of any strike, walkout, lockout or other labor dispute on terms which, in the sole judgement of the Party involved in the dispute, are contrary to its interest. It is understood and agreed that the settlement of strikes, walkouts, lockouts or other labor disputes shall be entirely within the discretion of the Party having the difficulty. Section 5. Assi 5.1 Neither Party shall voluntarily assign its rights nor delegate its duties under this Agreement without the written consent of the other Party. Section 6. Amendments. 6.1 This Agreement may be amended only by written instrument executed by the Parties or their successors. Section 7. Severability. 7.1 In the event that any of the terms, covenants, or conditions of this Agreement shall be held invalid, the Parties intend that all other terms, covenants, and conditions and their application shall not be affected thereby, but shall remain in force and effect unless a court holds that such provisions are not severable from all other provisions of this Agreement. Section 8. Governing Law. 8.1 This Agreement shall be interpreted, governed by, and construed under the laws of the State of California. Section 9. Counterparts. 9.1 This Agreement may be executed in 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. 5/8 Section 10. Headings. 10.1 The headings to the articles in this Agreement are intended for convenience only and not for the purpose of interpreting the provisions of this Agreement. Section 11. Notices. 11.1 Any notice, demand or request required or permitted to be given by either Party to the other and any instrument required or permitted to be tendered or delivered by either Party to the other may be so given, tendered or delivered, as the case may be, by depositing the same in any United States Post Office with postage prepaid, for transmission by certified or registered mail, addressed to the Party, or personally delivered to the Party, at the address designated below. Changes in such designation may be made by notice similarly given. 11.2 All written notices or questions shall be directed as follows: To City: ELECTRIC UTILITY DIRECTOR CITY OF LODI 1331 SOUTH HAM LANE LODI CA 95242-3995 To Customer: Cottage Bakery 40 E. Neuharth Drive Lodi, CA 95240 Section 12. Non -waiver. 12.1 None of the provisions of the Agreement shall be considered waived by either Party except when such waiver is given in writing. The failure of any Parry at any time or times to enforce any right or obligation with respect to any matter arising in connection with this Agreement shall not constitute a waiver as to future enforcement of that right or obligation or any right or obligation of the Agreement. Section 13. Warranty of Authority 13.1 Each of the Parties which has executed and delivered this Agreement represents and warrants that it has agreed to be bound by all the terms, covenants, and conditions of this Agreement and has acted with all the requisite capacity and authority and approval of its governing body. 7/8 IN WITNESS THEREOF, the Parties have caused this Agreement to be executed by their duly authorized officers and their seal to be affixed, as of the day and year herein written. CITY OF LODI H. Dixon Flynn City Manager Date Approved as to Form: Randall A. Hays City Attorney ATTEST: Susan J. Blackston City Clerk COTTAGE BAKERY CADocuments and SetfingAjperrin\Local Settings\Temporary Internet Files\OLKCAoottage bakery transifion rate oontract.doc Terry Knutson President Date Exihibit A Customer Name: Cottage Bakery Current Contract Accounts Current Rate Primary/Secondary Meter Account # Location Designation Location Address C Secondary/Totalized 35928 4553-4 40 E. Neuharth Dr. All meters are D1 Secondary/Totalized 29871 4553-4 40 E. Neuharth Dr. labled according D2 Secondary/Totalized 29872 4553-4 40 E. Neuharth Dr. to letters D3 Secondary/Totalized 29873 4553-4 40 E. Neuharth Dr. B Secondary/Totalized 30013 4553-4 40 E. Neuharth Dr. If eligible rate does not have a secondary rate, the rate will be the primary rate plus 5% Transition rate discount does not aoDly to new facility below Rate Primary/Secondary Meter Account # Location Designation Location Address 1-1 Secondary 35784 49663-8 Inside Facilitv S. End 1831 S. Stockton Transition Rate Sheet For Phase I starting September 1, 2003 for Cottage Transition Discount Determination Given 11 + 5% as eligible Rate Four Phases Cottage Summer Actual (A) Phase 1 10/1/2003 Possible Phase 2 10/1/2004 Possible Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 1,762,721 1,762,721 1,762,721 1,762,721 1,762,721 Bill $ 87,408.94 $ 104,936.26 $ 118,554.51 $ 133,940.10 102,395.75 % annualchan a 20% 13% 13% 13% Ave rate 0.0496 0.0595 0.0673 0.0760 0.0858 as x/eli ible 58% 69% 78% 89%1 100% Transition Discount I% 141% 112% 69% $ - 1 0 eligible actual, E A (E/A)^(1/# phases) 173% 120% ustomer c arge u + °;eligi;a or 5 meters is 12 4i Cottage Winter Actual (A) Phase 1 10/1/2003 Possible Phase 2 10/1/2004 Possible Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 1,442,004 1,442,004 1,442,004 1,442,004 1,442,004 Bill $ 72,682.23 $ 81,469.79 $ 87,920.81 $ 94,882.65 $ 102,395.75 %annualchan a 12.1% 7.9% 7.9% 7.9% Ave rate 0.0504 0.0565 0.0610 0.0658 0.0710 % as x/eli ible 71% 80% 89% 93%1 100% Transition Discount eligible actual, E A I(E/A)^(1/# phases) 141% 112% 30%1 $ - 1 0 Transition Rates given Transition Discount version aiiziuj SUMMER Phase 110/1/03-9/30/04 WINTER Phase 110/1/03-9/30/04 Demand Seconda $/kw Demand Seconda $/kw Max Kw $ 2.20 Max Kw $ 2.52 Peak Demand $ 7.46 Peak Demand Energy Secondary $/kwh Kwh Secondary $/kwh Off Peak $ 0.0414 Off Peak $ 0.0470 Partial $ 0.0522 Partial $ 0.0533 Peak $ 0746 Peak $ - MCA 0 MCA 0 ustomer c arge u + °;eligi;a or 5 meters is 12 4i version aiiziuj Exihibit A Customer Name: LODI IRON WORKS Current Contract Accounts Rate Primary/Secondary Meter Account # I Location Designation Location Address X001 Primary 30006 12833-0 1 Pole on Vine Street ( LIW1) 1 840 S. Sacramento St. Non Contract Accounts The following Accounts will be added to the transition rate schedule in Phase II Rate Primary/Secondary Meter Account # Location Designation Location Address G11 Secondary 21568 12831 Inside Roll up Door 817 S. Sacramento St. G13 Secondary 11226 12830 Inside Quanset N. Wall 810 S. Saramento St. G2 Secondary 29585 12832 N. End Quanset Hut 820 S. Sacramento St. G3 Secondary 35782 12833 Molding room (LIW2) 840 S. Sacramento St Transition Rate Sheet For Phase I starting October 1, 2003 for Lodi Iron Transition Discount Determination Given 11 + 5% as eligible Rate Four Phases Lodi Iron Works SUMMER Actual (A) Phase 1 10/1/2003 Possible Phase 2 10/1/2004 Possible Phase 3 10/1/2005 Eligible Rate (E) Contract End 1-1 10/1/2006 Kwh 208,800 208,800 208,800 208,800 208,800 Bill $ 12,390.06 $ 13,800.54 $ 14,828.97 $ 15,934.05 $ 17,121.49 % annualchan e 1 $ 2.431 $ 2.56 11% 7% 7% 7% Ave rate $ 0.0593 $ 0.0661 $ 0.0710 $ 0.0763 $ 0.0820 % as x/eli ible 1 72% 81%1 87% 93% 100% Transistion Discount Prima kwh 81% Prima kwh Secondary Eligible/Actual , E A (E/A)^(1/3) WINTER Actual (A) 138% 111% Phase 1 10/112003 Possible Phase 2 10/1/2004 Possible Phase 3 10/1/2005 Eligible Rate Contract End 1-1 10/1/2006 Kwh $ 0.0717 164,400 164,400 164,400 164,400 164,400 Bill $ 10,667.77 $ 11,725.36 $ 12,887.80 $ 13,300.20 $ 14,165.25 % annualchan e - 10% 7% 7% 7% Ave rate fullmeter charge 0.0649 0.0713 0.0760 0.0809 0.0862 % as x/eli ible 75% 83% 88%1 94% 100% Transition Discount 83% Eligible/Actual , (E/A) (E/A)^(1 /3) 1 133% 110% Transition Rates given Transition Discount Version 9/22/03 SUMMER Phase 19/1/03-8/31/04 WINTER Phase 19/1/03-8/31/04 Demand Prima($/kw) Secondary Demand Prima($/kw) Seconda Max Kw 1 $ 2.431 $ 2.56 Max Kw $ 3.02 1 $ 3.17 Peak Demand 1 $ 8.26 1 $ 8.67 Peak Demand Energy Prima kwh Kwh Prima kwh Secondary Off Peak $ 0.0569 $ 0.0597 Off Peak $ 0.0562 $ 0.0590 Partial $ 0.0717 $ 0.0753 Partial $ 0.0638 $ 0.0670 Peak $ 0.1024 $ 0.1075 Peak $ - MCA - MCA - us omer charge @ fullmeter charge Version 9/22/03 Exhibit A Customer Name: CertainTeed Current Contract Accounts Current Rate Voltage Meter Account # Totalize Location Designation Location Address X003 Primary 35794 711-2 Single Primary at eligible rate Pole on North Side 300 S. Beckman Rd. X003 Secondary 35930 711-2 Both Secondary @ eligible rate +5 % Blower Room North 300 S. Beckman Rd. X003 Secondary 29862 711-2 Both Secondary @ eligible rate +5 % Production Area South 300 S. Beckman Rd. If eligible rate does not have a secondary rate, the rate will be the primary rate plus 5%; Totalize secondary as one channel Primary not be totalized with secondary for billling but included with secondary to determine overall consumption eligibility Version:9/22/03 Transition Rate Sheet For Phase I starting October 1, 2003 for CertainTeed Transition Discount Determination Given 11 + 5% as eligible Rate Four Phases I Eligible Rate (E) eratinTeed Summer Actual A Phase 1 10/1/2003 Possible Phase 2 10/1/2004 Possible Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 1,223,600 1,223,600 1,223,6001 1,223,600 1,223,600 Bill $ 53,491.47 $ 66,246.95 $ 76,398.83 $ 88,106.41 $ 101,608.10 % annualchan a 24% 15% 15% 15% Ave rate 0.0437 0.0541 0.0624 0.0720 0.0830 % as x/eli ible 53% 65% 75% 87% 100% Transition Discount 2.38 65% $ 6.68 $ eli ible actual, E A (E/A)^(1/# phases) 190°° 124% igi a Rate CertainTeed Winter Rate Change Schedule Actual A Phase 1 9/1/2003 Phase 2 9/1/2004 Eligible (E) Phase 3 9/1/2005 Contract End 1-1 10/1/2006 Kwh 1,468,400 1,468,400 1,468,400 1,468,400 1,468,400 Bill $ 64,118.24 $ 73,993.30 $ 81,407.76 $ 89,565.19 $ 98,540.03 % annualchan a kwh 15% 10% 10% 10% Ave rate 0.0437 0.0504 0.0554 0.06101$ 0.0671 ° as eligible 1 65% 75% 83% 91% 100% Transition Discount 1 1 75% 0.05028 Peak $ eli ible/actual, E/A 154% (E/A)^(1/# phases) 1 115% Transition Rates given Transition Discount Phase I only version : vlzzlw SUMMER Phase 19/11/03-8/31/04 WINTER Phase 19/1/03-8/31/04 Demand Prima($/kw) Seconds $/kw Demand Prima($/kw) Seconda $/kw Max Kw $ 1.97 $ 2.07 Max Kw $ 2.27 $ 2.38 Peak Demand $ 6.68 $ 7.02 Peak Demand Ener Primary kwh econdary kwh Kwh Prima kwh econda kwh Off Peak $ 0.03707 $ 0.03892 Off Peak $ 0.04220 $ 0.04431 Partial $ 0.04676 $ 0.04910 Partial $ 0.04788 $ 0.05028 Peak $ 0.06677 $ 0.07011 Peak MCA 0 0 MCA 0 $0, us omer charge @ fulleligible or 3 meters version : vlzzlw Exihibit A Customer Name: Schaefer Systems Current Contract Accounts Rate Primary/Secondary Meter Account # Totalize Location Address X004 Secondary 35927 31119-1 All Secondary 1250 E. Thurman St. X004 Secondary 35925 31119-1 All Secondary 1251 E. Thurman St. If eligible rate does not have a secondary rate, the rate will be the primary rate plus 5% DRAFT Transition Rate Sheet ,Phase I starting October 1, 2003 for SCHAEFER Transition Discount Determination given 1-1 plus 5% for secondary as the eligible rate I Englole SUMMER Actual (A) Possible Possible Phase 1 10/1/2003 Phase 2 10/1/2004Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 642,900 642,900 642,900 642,900 642,900 Bill $28,846 $35,392 $40,561 $46,484 $53,275 % annual chane Peak $ 0.07143 22.7% 14.6% 14.6% 14.6% Ave rate $ 0.0449 $ 0.0551 $ 0.0631 $ 0.0723 $ 0.0829 % as x/eligible 54% 66% 76% 87% 100% Transition DiscoM ° Eligible WINTER Actual (A) Phase 1 10/1/2003 Phase 2 10/1/2004 Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 766,500 766,500 766,500 766,500 766,500 Bill $34,344 $39,401 $43,178 $47,318 $51,857 % annual chane 14.7% 9.6% 9.6% 9.6% Ave rate $ 0.0448 $ 0.0514 $ 0.0563 1$ 0.0617 $ 0.0677 % as x/eligible 66% 76% 83% 91% 100% ransi ioniscoun ° Annual Bill $379,141 $448,7531 $502,4341562,817 $630,794 Transition Rates given Transition Discount version:9/22/03 SUMMER Phase 110/1/03-9/30/04 WINTER Phase 110/1/03-9/30/04 No Primary Demand Max Kw Peak Demand Kwh Off Peak Partial Peak MCA Secondar 1 $ Secondary $ $ $/kw No Primary 2.41 (9/—kw—h—) 0.04484 0.05087 0 Demand Seconda $/kw Max Kw $ 2.11 Peak Demand $ 7.15 Energy Second a /kwh Off Peak $ 0.03965 Partial $ 0.050031 Peak $ 0.07143 MCA 0 ustomer c arge u -e igi a Tor 2 meters version:9/22/03 Exihibit A Customer Name: Pacific Coast Producers (PCP) Current Contract Accounts Transition Rate Sheet For Phase I starting October 1, 2003 for Pacific Coast Producers Transition Discount Determination Given 11 + 5% as eligible Rate Four Phases I Eligible Rate (E) PCP SUMMER Actual Possible Possible Phase 1 10/1/2003 Phase 2 10/1/2004 Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 1,238,400 1,238,400 1,238,400 1,238,400 1,238,400 Bill $ 78,042 $ 86,978 $ 93,499 $ 100,507 $ 108,042 % annualchan e 11% 7% 7% 7% Ave rate Prima /kwh 0.0630 0.0702 0.0755 0.0812 0.0872 % as x/eli ible Partial 72% 81%1 87% 93% 100% Transition Discount 0 MCA 81% ustomer charge @ fullel igible for 3 meters eli ible actual, E A (E/A)^(1 /# phases) 1380/6 ill%[ Eligible Rate PCP WINTER Actual Possible Possible Phase 1 10/1/2003 Phase 2 10/1/2004 Phase 3 10/1/2005 Contract End 1-1 10/1/2006 Kwh 43,200 43,200 43,200 43,200 43,200 Bill $ 2,221 $ 2,482 $ 2,673 $ 2,879 $ 3,100 % annualchan a 12% 8% 8% 8% Ave rate 0.0514 0.0575 0.0619 0.06661 0.071761095 as x/eli ible 1 72% 80% 86% 93% 100% Transition Discount I I 80% eli ible/actual, E/A 140% (E/A)^(1/# phases) 1 112% Transition Rates given Transition Discount Version 9/22/03 SUMMER Phase 19/1/03-8/31/04 WINTER Phase 1 9/1/03-8/31/04 Demand Prima($/kw) Demand Primary($/kw) Max Kw $ 3.02 Max Kw $ 3.02 Peak Demand $ 10.25 Peak Demand Energy Prima /kwh) Kwh Prima /kwh Off Peak $ 0.05765 Off Peak $ 0.05491 Partial $ 0.07297 Partial $ 0.06229 Peak $ 0.10337 Peak MCA 0 MCA 0 ustomer charge @ fullel igible for 3 meters Version 9/22/03 RATE AGREEMENT BETWEEN Epic Plastics AND THE CITY OF LODI This Agreement is made by and between Epic Plastics ("Customer") and the CITY OF LODI ("City"), collectively called "the Parties" and individually as "Parry". This Agreement supersedes the City's mandatory Rate Schedule assignment for this Customer. WITNESSETH: WHEREAS, City operates an electric utility system supplying electric power to City customers; and WHEREAS, Customer is a significant new customer, and WHEREAS, City desires to transition the new Customer to their eligible rate schedule over two years as an economic incentive to locate in the City of Lodi as part the City's economic development policy; and NOW, THEREFORE, the Parties hereto agree as follows: Section 1. Definitions. Whenever used in this Agreement, in either the singular or plural number, the following terms shall have the following respective meanings 1.1 "Agreement" is this contract. 1.2 "City" is the City of Lodi, a California Municipal Corporation. 1.3 "Customer" is Epic Plastics. 1.4 "Facility" is the Customer's facility receiving service as defined in Exhibit A. 1/8 1.5 "Account" is defined in Exhibit A for the Customer. 1.6 "Parties" are collectively Customer and City. 1.7 "kWh" is a kilowatt-hour, an energy charge billing unit. 1.8 'billing cycle" is the monthly bill. 1.9 "Force Majeure", as used herein, means unforeseeable causes beyond the reasonable control of and without the fault or negligence of the Party claiming force majeure. Such an occurrence may include, but is not limited to, acts of God, labor disputes, sudden actions of the elements, actions or inactions by federal, state and municipal agencies, and actions or inactions of legislative, judicial, or regulatory agencies. 1.10 "eligible rate" is the scheduled rate at which the Customer would qualify given historical consumption. 1.11 "totalization" is the aggregation of individual meter data so as to create a single billed account under a single rate schedule. 1.12 "current eligible average rate winter/summer" is the average based on the total energy charges, demand charges and market cost adjustments and other normal applicable charges totaled divided by total energy (kWh) that apply to the contract accounts defined in Exhibit A for the eligible rate utilizing actual billed energy and demand available from the current actual bill average rate determination by season. 2/8 Section 2. Rate Application. The billing cycle charge for the Customer shall transition to the eligible rate for the Facilities and Accounts defined in Exhibit A over a two year phased transition. Exhibit A also defines what Facilities and Accounts will be totalized or treated as individual facilities for Billing purposes. There shall be two phases to the transition to full billing under the eligible rate. The periods are as follows: Phase I July 1St, 2003 to June 30th, 2004 Phase II July 1St, 2004 to June 30th, 2005 In Phase I, the bilking cycle shall be based on a energy charge of 7.50 cents per kwh plus a customer charge of $250.00 per month with no other charges for energy delivery. In June of 2004, the consumption of the Customer will be examined as to what eligible rate the Customer would normall, be assigned to. The average eligible winter rate and summer rate will be determined for the eligible rate schedule. The transition rates will be the eligible rate schedule by season discounted by the transition percentage. The transition percentage expressed in decimal is calculated by season and is determined as follows: 1.0- ((1.0-(7.5/eligible average rate))/2.0 ) This transition percentage holds only for Phase II. If the calculated transition percentage is greater than 1.0 the transition percentage will be 1.0 After Phase II ends and this contract expires, the Customer shall be assigned to the eligible rate at that time. The City sho provide the Customer a copy of the determined transition discounted rates by June 15th, 2004. Section 3. Term of Agreement. 3.1 Upon signing by all Parties, this Agreement shall be binding for bills rendered on or after July 1 st, 2003, and shall remain in effect subject to Paragraphs 3.2 and 3.3 below, for bills rendered through June 30th, 2005. 3/8 3.2 If either parry fails to perform any of the provisions of this Agreement, the other parry may, by written notice given within thirty days of such failure to perform, terminate this agreement. Customer may appeal such termination in writing to the Electric Utility Director. This is in addition to any other legal recourse Customer may have. 3.3 This Agreement cannot be terminated without mutual consent of the Parties. Section 4. Force Maieure. 4.1 If either Parry because of Force Majeure is rendered wholly or partly unable to perform its obligations under this Agreement, that Party shall be excused from whatever performance is affected by the Force Majeure to the extent so affected, provided that: The non-performing Parry, within two weeks after the occurrence of the Force Majeure, shall give the other party a written report describing the particulars of the occurrence. The suspension of performance is of no greater scope and of no longer duration than is required by the Force Majeure. 4.2 No obligations of either Parry which arose before the occurrence causing the suspension of performance are excused as a result of the occurrence. 4.3 The nor -performing Party uses its best efforts to remedy its inability to perform. This sub -paragraph shall not require the settlement of any strike, walkout, lockout or other labor dispute on terms which, in the sole judgement of the Parry involved in the dispute, are contrary to its interest. It is understood and agreed that the settlement of strikes, walkouts, lockouts or other labor disputes shall be entirely within the discretion of the Party having the difficulty. Section 5. Assi SM 5.1 Neither Party shall voluntarily assign its rights nor delegate its duties under this Agreement without the written consent of the other Party. Section 6. Amendments. 6.1 This Agreement may be amended only by written instrument executed by the Parties or their successors. Section 7. Severability. 7.1 In the event that any of the terms, covenants, or conditions of this Agreement shall be held invalid, the Parties intend that all other terms, covenants, and conditions and their application shall not be affected thereby, but shall remain in force and effect unless a court holds that such provisions are not severable from all other provisions of this Agreement. Section 8. Governing Law. 8.1 This Agreement shall be interpreted, governed by, and construed under the laws of the State of California. Section 9. Counterparts. 9.1 This Agreement may be executed in 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. Section 10. Headings. 10.1 The headings to the articles in this Agreement are intended for convenience only and not for the purpose of interpreting the provisions of this Agreement. Section 11. Notices. 11.1 Any notice, demand or request required or permitted to be given by either Party to the other and any instrument required or permitted to be tendered or delivered by either Party to the other may be so 5/8 given, tendered or delivered, as the case may be, by depositing the same in any United States Post Office with postage prepaid, for transmission by certified or registered mail, addressed to the Party, or personally delivered to the Parry, at the address designated below. Changes in such designation may be made by notice similarly given. 11.2 All written notices or questions shall be directed as follows: To City: ELECTRIC UTILITY DIRECTOR CITY OF LODI 1331 SOUTH HAM LANE LODI CA 95242-3995 To Customer: Epic Plastics 104 E. Turner Road Lodi, CA 95242 Section 12. Non -waiver. 12.1 None of the provisions of the Agreement shall be considered waived by either Parry except when such waiver is given in writing. The failure of any Party at any time or times to enforce any right or obligation with respect to any matter arising in connection with this Agreement shall not constitute a waiver as to future enforcement of that right or obligation or any right or obligation of the Agreement. Section 13. Warranty of Authority 13.1 Each of the Parties which has executed and delivered this Agreement represents and warrants that it has agreed to be bound by all the terms, covenants, and conditions of this Agreement and has acted with all the requisite capacity and authority and approval of its governing body. 7/8 IN WITNESS THEREOF, the Parties have caused this Agreement to be executed by their duly authorized officers and their seal to be affixed, as of the day and year herein written. CITY OF LODI H. Dixon Flynn City Manager Date Approved as to Form: Randall A. Hays City Attorney ATTEST: Susan J. Blackston City Clerk CADocuments and SetfingAjperrin\Local Settings\Temporary Internet Files\OLKCAEpic Contract.doc EPIC PLASTICS Craig Boblitt Owner/President Date Exihibit A Customer Name:Epic Plastic Current Contract Accounts Current Rate Primary/Secondary Meter Account # Totalize Location Address G13 Secondary 26697 47856-0 All Secondary 104 E. Turner Rd. #1 These four meters are on the North End of building, parking lot, inside security cage. These two meters are in production area on west wall G13 Secondary 26688 47857-8 All Secondary 104 E. Turner Rd. #2 G13 Secondary 25680 47858-6 All Secondary 104 E. Turner Rd. #3 G11 Secondary 20573 48858 All Secondary 104 E. Turner Rd. #4 G13+ Secondary 29863 48858 All Secondary 104 E. Turner Rd. G13+ Secondary 29870 48858 All Secondary 104 E. Turner Rd. If eligible rate does not have a secondary rate, the rate will be the primary rate plus 5% NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Lodi does hereby authori e the City Manager to execute contracts between the City of Dodi and current industrial contract customers and/or new contract customers (as listed below), transitioning them 'tea a standard rate over a three- or four-year period. Transitigrt Rate Contract: Lodi Iron Warks Certai T ed $chaefer`.Syst rns., lnc. Pacific Coast Producers Dated. October 1, 2003 S!2nificant New Customer Contract Epic Plastics ..b �.. ��..,. .o o _....,...,�.... .m mxwam mr.._ �......»,..r.....W»» .`..,.a.,..�.....«.�. I hereby certify that Resolution No. 2003-184 was passed and adopted by the City Council of the City of Lodi in a regular muting Feld October 1 2003, by the fallowing vote: AYES: COUNCIL MEMBERS — Beckman, NOES:Mayor Hitchcock 111,7 USAN J. I L.ACKSTON City Clark . ABSENT: COUNCIL MEMBERS — ,, i 11 111,7 USAN J. I L.ACKSTON City Clark