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HomeMy WebLinkAboutStaff Report 4.B 12/15/2014 Attachment 8 Sonoma Attachment 8 'lean Power Local. Renewable.Ours. 50 Old Courthouse Square,Suite 605 Santa Rosa,CA 95404 Response to questions on Sonoma Clean Power August 27, 2014 On August 4, 2014, David Keller, Andy Ferguson, Andrew Packard and Greg Reisinger submitted a set of detailed Questions about Sonoma Clean Power to Mayor Glass of Petaluma. The questions are reprinted here, along with responses in red from Sonoma Clean Power staff and counsel. 1) Experience and Risk Management: a. Noting that senior management at SCP has had no previous experience managing a utility company, does SCP have the in-house structure and competency to survive in a difficult and competitive utility business environment over the long term? Two of SCP's key employees have direct utility experience. Kelly Foley, our General Counsel, has 15 years of total experience at Pacific Gas and Electric Company (PG&E) and Sempra Energy (parent company of San Diego Gas & Electric and Southern California Gas). While at these two California utilities, she served in the Law Department as a regulatory attorney. Over her 15 years, Ms. Foley worked on nearly all aspects of the utility business, including procurement, transmission, rate design, and compliance. Her work included managerial oversight of multi-billion dollar rate cases. Nathanael Miksis, SCP's Director of Power Services, has deep wholesale power market experience at the New England Independent System Operator, PG&E and as a consultant to the Interstate Renewable Energy Council (IREC). While at IREC, Mr. Miksis recently completed work as an expert witness testifying in west-wide utility rate cases. SCP also employs third party consultants on a least cost/best fit basis.•These consultants have considerable utility or utility related experience. SonomaCleanPower.grg S � P Our concerns center on the following: b. What is SCPs business plan, and more concisely, its specific risk strategy? How is this strategy demonstrated in SCP's contract portfolio currently, and can we have independent experts review and comment on it? SCP recently released the attached draft Resource Plan. The Resource Plan will be deeply vetted in a variety of forums throughout the remainder of 2014. SCP has also adopted the attached policies, many of which directly or indirectly address risk management. Finally, the Joint Powers Agreement (JPA) that governs SCP, as well as California law, makes clear that unless a participant expressly agrees in writing to such liability, the debts and obligations of SCP are not the debts and obligations of the cities participating in SCP or SCP's customers. SCP staff is available to receive input on any of these items, and any member of the public can provide input to SCP's Board and/or committees. A thorough review of risks and liabilities was undertaken in 2013 prior to the City of Santa Rosa voting to allow its citizens to participate, and SCP staff encourage Petaluma's attorney to contact the City of Santa Rosa's Attorney to discuss the results of that work. c. An inherent risk in utility rate management is balancing what are initially favorably priced long-term contracts against more expensive short-term contracts that allow the utility agency to respond to volatile market conditions. The portfolio must be balanced while SCP guards against uncompetitive utility rate increases for its ratepayers. While some market changes are foreseeable, others are not. A few examples of the types of market changes that SCP might encounter are listed below. What specific SCP risk strategy takes into account market fluctuations caused by such things as...? i. A significant percentage of the customer base switching to renewable energy generation (like rooftop solar) that leads to decreased 8 - 2 S � P customers, decreased revenue, and increasing numbers of local suppliers who may be paid a premium for the energy they supply. SCP has a robust Net Energy Metering (NEM) program that is competitive with PG&E's program. The NEM program creates very little cost shift to non-NEM SCP customers. Estimates of the cost shift range between $400,000 to $600,000 annually, and is proportional to the cost shift under PG&E's existing NEM program. Compared to SCP's annual revenues in excess of $90 million, the NEM impact is minimal, and is also consistent with current utility practice by PG&E. Nevertheless, should an unexpectedly large number of SCP customers begin producing their own power under NEM, SCP reserves the right to reconsider the NEM program. To avoid stranding customer investments in NEM systems, this reconsideration would most likely be forward looking, with grandfathering for existing NEM customers. To further put this potential risk in perspective, a tripling of the 7,000 existing NEM customers in Sonoma County is unlikely to create a problem for SCP or its non-NEM customers. ii. Extensive adoption of energy efficiency measures by SCPs customers (in response to a possible carbon tax, for example) that leads to a similar reduction in revenue (comparable to what water agencies face when water reduction measures are adopted by customers) SCP robustly supports adoption of energy efficiency (EE) measures. In fact, SCP encourages SCP customers to avail themselves of EE programs whether offered by SCP, PG&E or another agency. Fortunately, based on historic data, load reductions related to EE programming are predictable within identified bandwidths, allowing SCP to adequately forecast EE impacts. To address forecasted revenue impacts related to EE reductions in consumption, or any other impact to energy demand, SCP's procurement policies leave sufficiently open procurement positions to provide the needed market flexibility. 3 8 - 3 S � P Moreover, a reduction in SCP's total revenues due to a very successful EE program would be considered a huge success rather than a threat to SCP. This is a key difference between the PG&E and SCP business model. This situation also does not generate much rate risk. Because over 90% of SCP's costs scale linearly with the volume of power sold, a reduction in total sales does not produce a significant increase in unit cost (i.e. $ per kWh). iii. A reduction in renewable energy costs due to out of area very large scale solar and wind power generation that could allow PG&E to price renewable energy at a level below SCP's local and non-local contract costs. As discussed in the draft Resource Plan, SCP seeks a balanced resource portfolio consistent with the goals and objectives stated in the JPA. Well priced, large scale renewable energy is available to SCP just as it is or will be available to PG&E. Evidence of this is the recent agreement between SCP and Recurrent Energy to build 30MW of a 100MW Central Valley solar project. Investor owned utilities were bidding on the same or similar projects yet SCP secured a power purchase agreement at a very competitive price. To balance out this purchase of remote, utility scale renewable power, SCP just released a standard offer Feed in Tariff (ProFIT), to procure wholesale renewable energy from small, local projects. SCP's ProFIT pricing is higher than remote utility scale pricing, but the pricing is considerably below other similar programs in California. In the short time since ProFIT was launched, SCP is receiving very good responses. Ultimately, however, SCP's Board would need to determine whether or not SCP should procure local energy to a degree that such procurement caused SCP's rates to no longer be competitive. Balancing locality and cost competitiveness is a key focus of the Resource Plan, and the Resource Plan will be widely publicly vetted 4 8 - 4 S � P prior to ultimate adoption by SCP's Board. The Resource Plan will also be periodically updated, providing for further oversight and input from the community. iv. PG&E adoption of grid technology that could allow for local customers to gain credits by investing in non-local projects through virtual net metering Programs such as virtual net metering are also available to SCP customers, and are much more broadly supported by SCP than by PG&E. SCP is currently considering virtual net metering and other community renewable models. 2) Independent Oversight of Operations a. While SCP has nominal democratic oversight through its Board, we note that participant entity board members will not likely have the requisite expertise regarding utility management activities and financial operations. Noting that SCP has engaged an independent CPA, we ask for clarification about whether that agency has a background in auditing public utilities? As the term is defined in California law, SCP is neither a public nor a private utility. PG&E continues to provide the majority of utility services, including transmission and distribution of electric energy, metering, billing, and payment collection. SCP procures energy and offers energy related programming. SCP is lightly regulated by the California Public Utilities Commission (CPUC), but the majority of SCP's processes, including rate setting, are overseen by SCP's Board. Accordingly, SCP's accounting is nothing at all like utility accounting and certainly does not involve the complexities inherent in cost of service based, monopoly ratemaking. SCP is, first and foremost, a public agency, directly accountable to our constituents/customers. For this reason, SCP's accounting is structured in a manner similar to other California public agencies. SCP contracts with the 5 8 - 5 sg; Sonoma County Auditor-Controller-Treasurer-Tax Collector for treasury and audit services, and utilizes an accounting firm and a separate auditing firm, both of which serve a vast number of public agencies, primarily in the North Bay area. In addition, SCP has customers who are free to leave and choose PG&E as their service provider, meaning that they are not "ratepayers" in the traditional use of the word. 3) Preventing Conflicts of Interest a. Noting that JPAs like SCP must comply with all public meeting laws and public record keeping laws (i.e. the Brown Act, etc), we hold that there are still regulatory and disclosure advantages offered by the PUC model that do not apply to CCAs. In light of this, what specific measures or policies prevent ex-parte discussions and decisions from being made by SCP executives, its Board members, and its committee members outside of the public eye? As stated earlier, SCP is lightly regulated and therefore must comply with some CPUC regulations. SCP does not, however, have a specific ex-parte rule, but the Brown Act is a much stricter standard than the CPUC's ex-parte rules. Ex-parte rules only apply to a limited number of adjudicatory circumstances, while the Brown Act applies to all decisions made by SCP's Board and committees. In fact, a number of CPUC advocates have suggested that, to improve public accountability, the CPUC enforce a Brown Act/Bagley-Keene Act style requirement on the investor owned utilities subject to CPUC jurisdiction. b. What safeguards does SCP offer to ensure that all contracts with private parties including contracts for business consulting, financial services, employment services, etc are concluded on a transparent, competitive basis and in accord with the public interest? SCP's CEO has limited authority to execute contracts (see attached Policies). All contracts in excess of the CEO's authority are reviewed by the SCP 6 8 - 6 S � P Board, or, in the case of market sensitive power pricing information, by a Board Ad Hoc. In addition to SCP Board review, for contracts in excess of $250,000, the SCP Business Operations Committee (BOC) conducts a public review subject to the Brown Act. For contracts that impact rates, the Ratepayer Advisory Committee also conducts a review. c. Please provide a list of all of SCP's contracts with firms such as listed in paragraph b above with an explanation of the business nature of the relationships and copies of the contracts for review by Petaluma's counsel and officials. SCP staff respectfully request a more specific scope to your question. We have entered into dozens of contracts over the past 18 months, and the scope of this universal request would take a large amount of staff time away from our core business activities. If there is a specific type or types of agreements that are of interest, we would appreciate knowing that. d. We note that SCP reserves the right to establish private companies. We fear this could open the door to opportunities for conflict of interest or other questionable ethical or legal arrangements. This leads us to ask what part of JPA law permits such companies to be formed? Under what circumstances does SCP envision such companies being formed? What policies/safeguards ensure that such companies are operated transparently and in the public interest? Does SCP envision such companies being closely held or operated at arm's length? How will SCP ensure that such companies are operated with transparent and independent oversight? Since all SCP funds are ratepayer and public funds, how are they to be accounted for and protected in any private corporations or entities established by SCP? Section 2.4.8 of the JPA authorizes SCP "to form subsidiary or independent corporations or entities." Nevertheless, SCP does not have the authority under California law to form entities that would not be subject to the Brown Act, thus any such organization would be subject to the same public 7 8 - 7 srp • accountability as SCP, and would have to be formed subject to public process. Furthermore, at this time and in the foreseeable future, SCP has no intention of taking any action pursuant to Section 2.4.8 of the JPA. The rationale for including this provision in the JPA was to maximize the potential benefit associated with community solar by exploring the possibility of ensuring SCP customers benefitted from some portion of the federal tax credit for renewable power. However, due to limitations of the federal tax law, SCP staff has subsequently found that there is no obvious path to achieving that goal through the use of subsidiary organizations. e. We hold that business consultants should not also be vendors, as this constitutes an inherent conflict of interest. Please advise whether any of your consultants or their affiliates are also vendors. Please explain the scope of your relationship with Recurrent Energy and any other consultants. Recurrent Energy is the seller of renewable energy under a power purchase agreement. Recurrent Energy is not an SCP consultant. SCP does not have any dual consultant/vendor relationships. 4) ]PA Legal Structure and Financial Responsibility a. With respect to Joint Power Authority law and SCP: We note that there are roughly two thousand JPAs in California used by governments for a wide variety of purposes. JPA legislation (The "Joint Exercise of Powers Act" SECTION 6500-6536) and subsequent court cases offer Petaluma a reference for legislation and precedent about JPAs, their strengths, and their weaknesses. We recommend that legal counsel reviews JPA law with respect to the following questions, and that any divergence between JPA law and SCP's practices be brought to light. Questions may include: i. JPA law concerning financial management of JPA funds, investments, and operations (In particular, see the "Joint Exercise of Powers Act" Section 6505.5.) 8 8 - 8 S � P SCP is in full compliance with California Government Code Section 6505.5. As also reflected in Section 4.9.3 of the SCP JPA, SCP contracts with the Sonoma County Auditor-Controller-Treasurer-Tax Collector for treasury and audit services. SCP also contracts with an accounting firm and, as specified in the SCP WA, contracts with a separate auditing firm. Both the accounting and auditing firm serve a number of public agencies, primarily in the North Bay area. ii. JPA law regarding shielding of individual participants from the financial liabilities of the JPAs, (we note that JPA law appears to provide this protection by designating the JPA as a separate legal entity) per Section 6507, although this must be confirmed by counsel. Also, note that per Section 6508 exceptions to liability shield may exist in certain cases, such as eminent domain compensation lawsuits. Section 3.3 of the JPA prohibits SCP from making its debts, liabilities or obligations of SCP the debts, liabilities or obligations of individual SCP participants. A participant can, through express written consent, assume SCP's debts, liabilities or obligations, but under no other mechanism can this occur. Additional protection is also found in Section 366.2(c)(12)(B) of the California Public Utilities Code, which references a similar provision in the California Government Code Section 6508.1. iii. Confirmation that WA law shields participants' liability for the $100K bond required for CCAs that SCP has established. See response to 4.a.ii. iv. What are the potential consequences/damage to the WA's functioning, and more specifically to a participating entity's financial 9 8 - 9 S � P liability, if a participant entity withdraws from SCP (with resulting power contracts that don't balance with demand). SCP must ensure that sufficient energy has been procured to meet the expected usage of SCP customers. Energy procurement supply and price volatility is mitigated by procuring for longer periods. For this reason, once a jurisdiction becomes an SCP participant, SCP must procure energy for the new customers in that jurisdiction. Should the new participant subsequently elect to withdraw from SCP, the participant is liable for the possible costs (mostly procurement related) enumerated in Section 7.3 of the SCP JPA. Section 7.3 does, however, provide for a "waiting period" that allows a participant to depart with no liability after a period of time, to be determined by SCP upon receiving notice of intent to withdraw. Note that this provision does not preclude a municipality from switching providers for all of its accounts, nor does it impact any of the residential or commercial customers located within the municipality, who are free to choose a provider as they wish. This provision only applies to the situation in which a participating city wishes to prevent the residents and businesses in their city limits from making their own choice of power provider and force all customers back to PG&E. b. Does the "no recourse" clause used by SCP in all vendor contracts truly offer a second tier of protection for participants, is it accepted by vendors, and does it not disadvantage SCP in the market? The clause inserted into our supply contracts is redundant with California law governing JPAs, which already provides protection of the Members and Participants against the debts of the JPA itself. As such, suppliers are comfortable with the clause, and it has not produced any loss of competitiveness for SCP. Whether this provides additional protection or not, the language was originally required by the cities that joined SCP in 2013. 10 8 - 10 s � P c. Does SCP use private financing? If so, we ask for clarification whether this runs counter to WA law Section 6505.5. cited above which appears to require public financing for JPA operations? SCP uses private financing. SCP's use of private financing does not run contrary to Government Code Section 6505.5. Pursuant to Section 2.4.7 of the SCP JPA, SCP is authorized to borrow from private lending sources. Nothing in the Government Code runs contrary to Section 2.4.7 of the SCP JPA. d. Is this financing, if any, part of an open bidding process? What independent auditing oversees such operations? A formal request for proposals (RFP) was not issued, but a number of financial institutions were approached prior to securing lending from First Community Bank (FCB). FCB was selected as the least cost/best fit option. e. Is there a bidding process for selecting a financial institution to hold SCP deposits of public funds? See response to 4.d. f. We understand that SCP funds are deposited with First Community Bank. Please explain how this deposit arrangement was established and why it was undertaken in lieu of using the services of Sonoma County's own Treasurer/Controller? SCP reviewed options for deposit and account management and received advice that keeping deposits at FCB would be less expensive because loan costs would be lowered. g. Please provide a copy of any financial or legal agreements between SCP and First Community Bank and other private financial institutions of any type. 11 8 - 11 sgr) FCB agreements are attached. SCP does not have agreements with any other private financial institutions. h. We recommend a review of SCP's Business Operations Meetings minutes by Petaluma's city staff to help determine answers to the aforementioned questions. The meeting minutes of the SCP Business Operations Committee are attached. 5) We ask SCP to help Petaluma determine whether and how have other participating cities addressed the issues raised here. SCP would be pleased to introduce Petaluma city staff to their counterparts in other cities. The discussion with counterparts will likely prove useful because the counterparts asked questions similar to the questions raised in this letter. In brief, all cities asked some critical questions before deciding to participate, but some spent considerable time and resources in their review. The two cities which were most thorough in their analysis were Santa Rosa and Cotati. 6) We request more clarification about of the formal mechanism for public input and complaints, redress, and appeals about rates and other consumer issues at SCP. Stronger protections for grievances may be needed. SCP is strictly subject to the Brown Act. SCP's Board oversees all of SCP's activities. In addition, SCP has a Ratepayer Advisor Committee (RAC) that serves as a watchdog for its customers, and a Business Operations Committee (BOC) that oversees business related issues. The RAC is a "belt-and- suspenders" approach to protection for two reasons: (1) SCP does not have any captured customers, because customers may leave at any time, and (2) SCP does not, unlike PG&E have the motive to produce profits. Any member of the public, including SCP's customers, can actively participate in all Board, RAC and BOC meetings. SCP also periodically holds public workshops on areas of interest throughout Sonoma County. 12 8 - 12 SCP staffs a call center that is open Monday through Friday, 7am to 7pm, and also provides a web based customer service portal. SCP ratesetting is generally performed annually, with at least two months notice to the public. All other major SCP activities are brought before the Board, and the RAC and BOC as appropriate, with noticing and public right to be heard provided in accord with the Brown Act. 7) In light of the questions raised regarding whether SCP can adequately manage risks in an extremely difficult utility business environment, we want to know why SCP doesn't join the Northern California Power Agency? a. That agency has a long history and a high level of expertise in creating balanced contract portfolios, it successfully incentivizes renewable energy; it buys renewable energy as directed by its individual members; and it has historically clear regulatory, financial, and public input mechanisms. b. We request that SCP provide copies of any previous correspondence between SCP or predecessor public agencies (including, but not limited to, SCWA, or the County of Sonoma Supervisors, staff, any of its departments, or their consultants or representatives) and NCPA or its representatives, regarding the possibility or feasibility of SCPA (in its current or previous forms) joining NCPA c. Would joining the NCPA offer advantages for renewable energy and other contracts through economies of scale? (i.e. scale of purchases, common renewable energy projects, etc)? d. Does SCP see specific advantages in remaining apart from the NCPA? What are those advantages? e. Why would joining the NCPA adversely affect SCP's mission or operations? In response to all of the above number 7 questions: NCPA is a respected and noteworthy organization. During SCP's formation, SCP did contact NCPA but at the time NCPA was not interested in partnering with SCP. 13 8 - 13 sg Notably, NCPA serves municipal utility customers and, as discussed in the response to question 2.a, SCP is neither a public (i.e. municipal), nor a private, utility. NCPA's members own and operate utility distribution systems, provide metering and billing, and are generally much more electrically integrated than CCAs. For this reason, SCP does not fit the model of NCPA membership and NCPA was understandably not interested in engaging with SCP. SCP understands, however, that NCPA may now be interested in exploring partnership possibilities now that SCP has proven its financial viability. SCP is following up on this and will explore all least cost/best fit options. 14 8 - 14