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1980/02/1380-155 City Hall~ Anaheim~ California - COUNCIL MINUTES - February i3~ 1980~ 7:00 P.M. The City Council of the City of Anaheim met in adjourned regular session. PRESENT: ABSENT: PRESENT: ABSENT: PRESENT: COUNCIL MEMBERS: Overholt (entered 8:55 P.M.), Kaywood, Bay, Roth and Seymour COUNCIL MEMBERS: None PUBLIC UTILITIES BOARD: Anderson, Townsend, Stanton, Haynie, White and Kiefer PUBLIC UTILITIES BOARD: Keesee ASSISTANT CITY MANAGER: William T. Hopkins CITY ATTORNEY: William P. Hopkins CITY CLERK: Linda D. Roberts PUBLIC UTILITIES GENERAL MANAGER: Gordon Hoyt PUBLIC UTILITIES ASSISTANT GENERAL MANAGER: Edward G. Alario Mayor Seymour called the adjourned regular meeting to order for the purpose of meeting Jointly with the Public Utilities Board. Acting Chairman Jim Townsend called the Public Utilities Board to order, all members being present, with the exception of Chairman Ken Keesee. Mayor Seymour stated that it first would be appropriate to set the date and time of the next meeting to discuss and subsequently finalize the language of the question relative to participation in the Intermountain Power Project (IPP) as it would appear on the ballot. After a brief discussion between Council and staff, Tuesday, February 26, 1980, at 7:30 P.M., was set as the date and time for the next joint meeting with the Public Utilities Board to discuss ballot language regarding the IPP. Public Utilities General Manager Gordon Hoyt outlined the agenda of the meeting and named those who were present either to speak and/or to answer any questions: Mr. Bob Ferdon, Mudge, Rose, Guthrie and Alexander, New York City Bond Counsel; Mr. Frank Martin, Vice President, Goldman Sachs Company, financial consultant to the Intermountain Power Agency; Mr. James H. Anthony, Project Engineer, Inter- mountain Power Project, Department of Water and Power, Los Angeles; Mr. Winston H. Peterson, Manager, Seattle office of R. W. Beck & Associates, Engineers and Con- sultants; Mr. Ben Putnam, Vice President of Solomon Brothers, appointed as senior underwriters to market the IPP bonds; Mr. Joe Fackrel, President of IPP and Chief Executive Office of the Intermountain Power Agency (IPA); Mr. Reese Neilsen, Chairman of the Board of Directors of IPA. Mr. Hoyt also introduced Mr. Dick Singer, Electrical Engineer, Utilities Department, who was working on the project. Mr. Hoyt then referred to the documents available for distribution: R.W. Beck & Associates letter of January 31, 1980 with attachments Exhibit "A", page one through five which was available at the last meeting; Retail Rate Comparison of Electric Generating Utilities, Municipal versus Investor; Electric Rates, Elec- tric Rate Comparison by M~nthly Bill, July 1978, 12 Southern California Cities (two-sided); memorandum dated February 11, 1980 from Alan Watts, Special Counsel, subject: Intermountain Power Project Contracts, giving firBt a brief background 80-156 City Hmll~ Anaheim~ California - COUNCIL MINUTES - February 13, 1980, 7:00 P.M. of the Project and then providing a short description of the contracts and other documents involved, i.e., the Transfer Agreement, Power Sales Contract (PSC), Bond Resolution, Construction Management and Operating Agreement--(all foregoing doc- uments on file in the City Clerk's office). Mr. Hoyt then introduced Mr. Ferdon whose presentation would be with regard to the various Project Agreements (also see February 11, 1980 memorandum--Inter- mountain Power Project Contracts from Alan Watts). Mr. Bob Ferdon, Mudge, Rose, Guthrie and Alexander, New York City Bond Counsel, spoke first on the main contract, the Power Sales Contract (PSC), which was the object and purpose of the referendum and which contract would be signed by Anaheim if the referendum was successful and if the Public Utilities Board (PUB) and the Council approved the contract. He explained that the contract would be between the City of Anaheim and the Intermountain Power Agency (IPA), a political subdivision of the State of Utah, having the right and power to issue bonds, the interest on which was tax exempt (see mintues January 1, 1980 and also Statement of Offer to Prospective Purchasers of Energy Output of IPP, describing in detail the scope of the contract(s) - on file in the City Clerk's office). The IPA would have the responsibility under the PSC to build and finance the plant by the issuance of tax exempt bonds, as well as to operate the plant. The PSC provided that the Department of Water and Power of Los Angeles (DPWLA) be delegated as Agent for purposes of the construction, management and operation of the plant. The building and operating of the plant by IPA through its agent would be subject to approval of budgets, contracts and other matters associated with the construction and operation by a Coordinating Committee formed under the PSC. That committee would be composed of representatives from the Utilities that would purchase power from the plant. The committee would have weighted voting under the PSC which he explained further. That weighted voting basically would be in accordance with the participants generation entitlement shares and the plant. It would be an 80% weighted vote. Later in the meeting, Mayor Seymour asked Mr. Ferdon to elaborate on the 80% vote of the Coordinating Committee required for action. Mr. Ferdon first clarified that the committee was not a Board of Directors because the IPA had such a board. It was more or less an operating committee and a device to give the participants in the project who signed the take or pay contract a certain voice in the concurrence of costs for the project and its operation. The weighted voting reflected the varying interests and stakes that each one of the participants had in the project, and the 80% was arrived at in the drafing of the contract based on similar contracts in which utilities were joint owners of a project. The idea was drawn from Joint ownership arrangements--that is, it was a percentage felt to be adequate to assure that there was a great majority in favor of an action to be taken by the committee. Mayor Seymour asked then, with the percentage of interests by the various utilities, did the 80% vote assure that a simple majority of the participants' will would be expressed. 80-157 City Hall~ Anaheim, California - COUNCIL MINUTES.- February 13~ 1980~ 7:00 P.M. Mr. Ferdon answered, if there was only a simple majority of the participants based on generation shares who were in favor of taking a certain action, that action could not be approved by the coordinating committee. In other words, if there was at least 50% of the participants in terms of generation shares that were opposed, no action could be taken. There was one override in the contract with regard to the actions that were required to be approved by the Coordinating Committee. The IPA, so as to comply with the requirements of law, permits and licenses having to do with the project and its bond covenants, had the right to override actions taken or failed to be taken by the Coordinating Committee which he then explained in more detail. Mayor Seymour clarified his ques=ion further--he was interested to know, if 80% represented a vote that could take an action, what was the numerical number of participants to get to that 80%. Mr. Ferdon explained that the Utah Municipal participants and the Utah Rural Electric Cooperatives had a participation equal to 17%; therefore, that group could not block action. The Utah Power and Light participation was 25%. Thus, that vote could block. The California participants altogether had a participation of 58% and obviously they could block an action. If they wanted to calculate a combination among those, it could also be done that way. The motivation for all participants, however, was to get power out at the lowest reasonable cost and since that was the goal, there would be very few controversies. Mr. Hoyt and Special Counsel Alan Watts then explained the make-up of the Coordin- ating Committee; Mr. Ferdon also clarified further for the Mayor that the over- riding provision could be used only if it was necessary so that the IPA could comply with its bond covenants, conditions of license and permits of Utah law. i They were not in a position to override for any frivolous reason. IPA had, as its members, 23 municipalities in Utah. Each of those appointed a representative. Representatives of IPA met once a year and elected a Board of Directors, for they were staggered terms. The Mayor then stated that, in essence, Utah controlled the Board of Directors; Mr. Ferdon confirmed that the Utah cities controlled the Board of Directors. Mr. Ferdon then continued that the bonds issued by the Agency to finance the plant would be payable from the revenues derived from the PSC. They would be issued by the IPA and would not constitute debts of any power purchaser. Anaheim would be Just a power purchaser and not a principal or owner of the plant, and it would not be viable for the bonds issued by the IPA to finance the plant. The arrangement for the sale and purchase of the power was known as a participation- type arrangement. The purchaser would be entitled to a certain percentage of the electrical output of the power, for Anaheim, 10.225%. The purchaser would also be entitled to a percentage use of the transmission system of the plant. The commitment to pay for the power and transmission service would also be a commitment that would be based on a percentage share of costs, which he explained. There would also be a responsibility for cost sharing with regard to the trans- mission system, dependent upon the entitlement. The payments for power were on a cost-of-service basis only. There was no profit or mark-up involved. 80-158 City Hall~ Anaheim, California - COUNCIL MINUTES - February 13~ 1980~ 7:00 P.M. The payment of cost on a percentage share did not apply to the payment of energy charges. The variable cost element was basically the cost of fuel. That cost would be shared on the basis of the kw hours scheduled by the purchaser, as opposed to those scheduled by all purchasers. The billings that a purchaser would receive under the terms of the PSC would be based on a budget prepared by the project agent, the Department of Water & Power of Los Angeles, approved by the Coordinating Committee and incorporated by the IPA in a budget which would also reflect the financing elements of the total cost. Based on that budget, there would be billings of the percentage shares or the fixed costs of the project. The energy cost would be billed on the basis of actual fuel costs. At the end of each year and as required under the PSC, an audit would be conducted by a nationally recognized accounting firm. On the basis of that audit, actual costs and actual usage, there would be a settlement of accounts between IPA and each one of the purchasers which he explained further. At that time, there would be an adjustment if necessary (i.e.--if there was an overpayment or under- payment). The liability of each utility was a several liability and no utility was liable for the faults of another utility. Payments under the contract were required to be made by the purchasing utility whether or not power was available, or whether service was disrupted for any reason. The purchasing utility took the risk on the completion and operation of the plant, rather than the bond buyers. That kind of contract with the take or pay provision was a standard form of financing for projects of this type. The contract was so designed in order to achieve the lowest borrowing rates with regard to the debt provision of the project. The payments by the participants under the terms of the Power Sales Contract would be made solely from electric revenues and payments were restricted to the electric revenues of the City. The contract contained a rate covenant. The City must agree to charge electric rates for the services of its electric system sufficient to meet the payments under the contract, as well as the underpayments and charges required to be paid from its electric revenues. The contract and the financing of the project were designed so as to avoid any necessity for payments for power until service was received. Interest in the bonds during the construction period would be capitalized, funded, set aside and paid from the proceeds of the bonds. Ail operating costs and other costs during the construction period would also be funded and paid from the proceeds of the bonds. The first payment of power costs under the Power Sales Contract was designed to start when the first unit on the project commenced operation, presently assimilated for 1986. The PSC provision dovetailed very closely with the project bond resolutions adopted by the IPA. The debt service on the bonds would constitute project costs--for purposes of payment of the power costs under the PSC, the debt service of the generation plant, for instance, would be paid based on the gen- eration entitlement share of 10.225% (Anaheim). That would be part of the cost associated with the generation station---the same would apply to the transmission 80-159 City Hall, Anaheim~ California - COUNCIL MINUTES - February 13, 1980, 7:00 P.M. system. It was a closed-end bond resolution and nothing else was factored in. The bonds would be issued as parity bonds. The funds held under the bond resolution were held by a bond trustee, a large bank. The construction funds were held by the bond trustee. The revenue funds would be deposited directly into the fund held by the trustee. The debt service funds were all held by the bond trustee and bonds would be net revenue bonds, which he explained further. Any remaining revenues would be recirculated because by definition, the revenues equaled cost. The rate covenant was a one-time rate covenant. There were also special covenants under the bond resolution such as limiting amendments to the PSC, because the PSC was the basic security for the bonds. There were provisions requiring IPA to enforce all Power Sales Contracts as well. In concluding, Mr. Ferdon stated that the only other contract he had not covered was the transfer contract which was merely an arrangement whereby the rights to the project now held by IPP, the non-profit operation who conducted the studies for the project, would be transferred to the LPA at the time of the first bond issued. Out of the proceeds of the bonds, the IPA would reimburse IPP at cost for expenditures thus far incurred by IPP in conducting the studies for the project. At that time, all the rights and studies to the projects would be required to be transferred to the IPA. IPP would then subsequently be liquidated, the asset being the payments of cost for the studies which would then be reim- bursed to the member, including Anaheim, who participated in the study effort. Councilman Bay asked what risk bondholders would take. Mr. Ferdon answered that the risk was associated primarily with non-payment by a purchasing utility of its obligation under the PSC. If the purchasing utility failed to pay, that could ultimately create a shortage in revenues which could result in a non-payment of bonds. It was a rather remote condition because there were reserves capitalized by the bond proceeds to which they would resort to meet any deficiencies and the IPA was obligated to enforce the PSC. Councilwoman Kaywood noted that Mr. Ferdon indicated take or pay contract was a very successful vehicle. She wanted to know whether anyone had defaulted on that type of contract. Mr. Ferdon stated he was not aware that there had been any defaults, but he did know there were cases pending in court presently where there was controversy over the propriety of the charges, and the outcome of subject litigation could affect the bondholder. Mr. Jim Townsend, Public Utilities Board Member, asked, in the event one or more of the purchasers were unable to meet their commitments, would that not affect all other participants. Mr. Ferdon answered, to some extent. As he explained, under the bond resolution, there were reserves which would be funded originally from the proceeds of the bond sale. The whole project was 100% debt, there was no equity involved and the reserves compensated for that. In the event there was a shortage of revenues 80-160 City .Hal.l~ Anahei.m~ California - COUNCIL MINUTES - February 13~ 1980, 7:00 P.M. if one of the utilities failed to pay, the first thing that would happen was that the reserves would be pulled down to make up the payments. The bondholders and the creditors would continue to be paid out of the reserves that had been funded under the terms of the PSC. The deficiencies in those reserves had to be mare up as a project cost. At the same time, IPA was required to take immediate steps to enforce those payments, which he explained further, and the money would be reimbursed when the amount was paid up. If the defaulting purchaser continued in a prolonged default, there were provisions under the PSC whereby the power and energy to which they would be entitled would be discontinued and sold by the Project to others. Mr. Ferdon then clarified for Mr. Wynn Anderson, Public Utilities Board Member, that no interest needed to be paid during the period of construction since the interest would be funded during construction under the bond resolution. Mr. Joseph White, Public Utilities Board Member, referred to Section 8 of the contract, Payment Obligations. He was interested in knowing who set the one year date and when it was set, as well as when the payments were going to be started on the bonds. Mr. Ferdon stated that the PSC must start accumulating the money to make the first principal payment one year in advance. That payment would be established under the finance plan under the bond resolution for a year, which would be at least two or thr=~ years beyond the estimated completion date of the project. The design of the financing plan would be to assure as nearly as possible, based on estimates, there would be no principal due on the debt until the project was in full operation for at least a year. Mr. Hoyt then announced that they had received a series of questions from one of the Public Utilities Board Members, Richard Haynie, which he referred to Special Counsel Alan Watts. Mr. Alan Watts, Special Counsel answered each of the eleven questions as follows prefacing some with explanations for purposes of clarification: 1. Q: Is Intermountain Power Agency the true onwer of the Project with only Utah municipalities having representation in such Agency? A: The IPA is the owner of the project and it is true that only Utah municipalities have representation in that Agency. 2. Q: Does exemption from the payment, in lieu of payment of ad valorem taxes by Utah municipal utilities, result in higher payments in lieu of ad valorem taxes in Anaheim? A: No. It would not result in a higher tax. Anaheim pays an in lieu fee and the Utah municipalities do not. The fee is charged only to those utilities who are not exempt. Mayor Seymour excused himself from the meeting in order to attend another commit- ment. He then left the Council Chamber and Acting Mayor Pro Tem Roth assumed Chairmanship of the meeting. (8:15 P.M.) 80-161 City Hal.%,...Anaheim; California - COUNCIL MINUTES - February 13~ 1980, 7:00 P.M. 3. Q: A: 4. Q: A: 5. Q: A: 6. Q: & 10. Q: A: 7. Q: A: Will the cost of any environmental discharge fines or penalties accrue to Anaheim? Yes. One way or another, Anaheim would pay its pro rata share of any such fines levied against IPA concerning operation of the project. Is the Project on track (schedule) for 100% of capacity sold by January 1, 1981. The schedule at the present time contemplated that Power Sales Contracts would be executed for 100% of the output of the project no later than some time this coming summer. In that sense, the Project is ahead of schedule. Does the Governor of Utah have authority under Utah law to direct all the power from the Project in case of local power shortage? In discussing the matter with a Utah lawyer, he has advised there is no such authority in the Governor of the State of Utah. Does Anaheim receive any capital return on the Project at end of the Project life? Is Anaheim responsible for a portion of decommissioning costs? (Mr. Watts preferred to combine the answer to these two questions since they were related.) What was contemplated at the end of the Power Sales Contract in the year 2027, was that the facilities would belong to the IPA so that Anaheim would have no capital facilities which they would own at the end of the term of the contract and neither would any of the purchasers. Relative to decommissioning costs, there was a provision in the bond resolution for the creation of a replacement and retirement fund. To the extent that it was contemplated by the purchasers that at the end of the Power Sales Contracts the plant should be essentially torn down or in some way decommissioned, there was a possibility of creating a sinking fund to derive the money to do that. That was a decision that would have to be made by all of the participants some time during the life of the project. Will the Integrated Operations Agreement protect Anaheim in case of total or substantial loss of IPP power supply, such as loss of converter facilities at Victorville? Mr. Watts first explained that the Integrated Operations Agreement (IOA) was between Anaheim and Southern California Edison (SCE) wherein both the City and Edison agreed to operate their systems on a coordinated basis. The reference to the converter facilities at Victorville was a reference to the fact that it was contemplated at the time that a DC transmission line would be built from the plant site to the approximate vicinity of Victorville, and it was necessary at Victorville to build a converter station to convert electricity from DC to AC. The answer to the question was, yes, the IOA did provide a protection to Anaheim since a provision of that agreement stipulated in the event a resource was out for 70 consecutive days or 100 out of 180 non-consecutive 80-162 City .Hall~ AnabeiM~ California - COUNCIL MINUTES - February 13~ 1980~ 7:00 P.M. days, SCE would still provide power from its system to Anaheim at no additional cost for capacity. If during such an outage Anaheim had to purchase Contract Energy from SCE, there could be additional cost for the differential between the cost of energy at IPP and the cost of Contract Energy. During and after those periods of time, which obvi- ously would indicate a very serious disturbance on the system, the City would be actively involved in getting the resource back in operation or to find some replacement power to bring on-line at the end of those periods of time. e Q: Q: Mr. Hoyt interjected, in order to amplify the explanation, that currently the Utilities Department was negotiating agreements with most of the public- and privately-owned facilities in the Western United States. For instance, with the commencement of the first unit at San Onofre, they would have in place agreements with entities such as the Nevada Power Company. Thus, if they were in a situation, such as articulated by Mr. Watts, they would already have completed contract negotiations and would only need to find out where the power was available. The price would be determined at the time they executed the transaction. Are there any firm coal supply contracts to date? There are no firm coal supply contracts as yet. Until such time as bonds were issued by IPA, there were no funds with which to pay for such contracts. However, negotiations had been commenced with substantial suppliers of coal, and they foresaw no difficulty with respect to obtaining a coal supply. Will any provisions of the purchase agreement offer the City of Anaheim and Board of Public Utilities to independently set fair and reasonable rates for service? A: 11. Q: Insofar as the rates at which Anaheim would purchase from IPA, those were simply based upon the cost, whatever that might be, and Anaheim's pro rata share of those costs. The methods used by Anaheim to set rates for energy to its consumers would involve methods no different than what Anaheim was currently doing in the setting of those rates. Mr. Hoyt felt the question was also trying to ascertain if there wer.e any "strings" attached that would require Anaheim to do things to their rates. He emphasized there were no "strings" attached, other than charging rates sufficient to pay for the power purchased from IPA. Is Anaheim potentially responsible for capacity charges even before the project is used and useful? A: Yes--there was that potential. However, as Mr. Ferdon explained, they felt that potential was not too great. Section 8 of the Power Sales Contract discussed when the payment of principal would be due on the bonds. In practice however, the only real possibility of Anaheim paying for capacity before power was available from the project was in the case where IPA could not issue additional bonds. Acting Mayor Pro Tem Roth suggested that copies of the questions and answers be made available to the Council, Public Utilities Board and public since they would provide good information on which to base a decision at a later date. (by copy of these minutes, the questions and answers are provided herein) 80-163 City _Hall, Ana_h_eim, California - COUNCIL MINUTES - February 13~ 1980~ 7:00 P.M. Mr. Hoyt then introduced Mr. Frank Martin, Financial Consultant to the IPP and IPA, to speak on project financing. Mr. Frank Martin, Goldman Sachs, an investment banking firm in New York, financial advisor to the issuer, explained that theirs was an agent-type role. They would not purchase the bonds, but simply advise and assist. The size of the financing contemplated currently in 1980 dollars was approximately $3 billion. In 1986-89 dollars, the total dollar amount of financing was estimated to be between $5 and $6 billion. In present 1980 dollars, the estimated cost of electrical power for the project was 32 mills per kilowatt, and in 1986-89 dollars, approximately 50 mills. The current power cost was approximately 45 to 50 mills. He was pointing out the immediate savings that would be realized based upon the current costs. The initial bond issue contemplated was approximately $200 million which they wanted to bring to market in June of 1980 or, if not in June, not too long thereafter. Mr. Martin then announced the bankers recently selected to underwrite the initial issue led by Solomon Brothers. Eighty-two percent of the credit for the financing was rated AA by one of the two major credit rating organizations. While an AA rating was in the realm of possibility, the realm of reality suggested that they would be rated A to A1 primarily because of the policy of the rating services and secondly, there was no agency that had issued bonds thus far rated AA. The credit as it would be established would be a one time (iX) coverage, whereas when issuing additional bonds for the cities on indenture, it would be necessary to meet an additional bonds test coverage requirement of approximately one and one-quarter times (I~X). In order to satisfy that, it was necessary to have an additional revenue flow of at least 25% more than under the conditions the Agency would be issuing bonds. The estimated interest rate used in the studies thus far was 8% tax-exempt. He then compared that with private utility financing that might be an alternative when purchasing power. Their rate for a bond issue in the marketplace structured for 25 years was 12 3/4%; for IPP, it would be a 30-year structure of approximately 8%. In trying to draw distinctions, the private utility did not rely totally on fixed income instruments to raise its capital, but would issue preferred stock that must also have a yield approximating the debt side, using an A rating. It would also issue common stock. In order for a private utility to establish a market for common stock, it must bring down a gross amount, pay taxes on that amount and then declare a dividend. Mr. Martin also gave an overview of the bond market. Councilman Roth then asked what effect Jarvis 2, Proposition 9, would have on the IPP if passed in the June 1980 election, since it had been indicated that its passage would bring about a deteriorated bond market in California, resulting in extremely high interest rates. Mr. Martin prefaced his answer by first explaining the difference between an AA and A rating in today's bond marketplace. At the conclusion of his explanation, he stated that items such as airports, electric power, stadiums, etc., with self- liquidated financing, the type of legislation contemplated under Proposition 9 would virtually have no effect. However, State, County or municipal-type issues which had to rely on the tax base would be severely hurt. From the standpoint of the municipal system, he concluded that buying power from Utah in a long- term contract as an operating expense, such legislation would have no effect on the municipal system or the credit of Anaheim, as it would have been evaluated in the credit of the IPP bonds. 80-164 City Hall~ ..Anaheim~ California - COUNCIL MINUTES - February 13~ 1980, 7:00 P.M. Mr. Hoyt stated for purposes of clarification, with regard to Jarvis 2, Proposition 13, Proposition 4 and now Proposition 9, those basically would not affect the electric or water utility because they did not depend on tax revenues to run them. He reiterated, they were not tax supported and thus, such legislation should have no effect on their bonds. Mr. White asked if the bonds were going to be for 30 or 35 years; Mr. Martin stated if he had his way it would be 30 years. He then relayed additional back- ground information revolving around the bond market. In concluding, he stated that they were going to be moving towards shorter maturities and within the next five to eight years, they would see a signifcant trend in both the corporate and municipal markets in order to trim the long-term maturities to help offset the fear of the unknown of the fixed income item. Mr. White then asked, since Anaheim's participation would mean participating in better than $600 million in the project (10.225% of approximately $6 billion) he wanted to know how that would affect the Utilities relative to participation in ~ other projects; how would that affect the bond market if they indicated they were also going to participate in other projects. Mr. Martin explained that the best posture going into the bond market was to have a good credit rating and not much outstanding, meaning a good cash flow. If they had another source of power cheaper than Intermountain, they would not be going into the project. The City had one of two choices--come to the table with %ts own money which was a much more expensive way to go, or come to the table as proposed. There was an impact, but it was less of an impact in the final analysis on the electric rate structure and it was necessary to see which impacted that structure the soonest and more permanently. The answer would be that the greatest impact would occur through the City issuing its own bonds. From that standpoint, IPP was by far the better choice and made the best economic sense. Mr. Hoyt then introduced Mr. Ben Putnam. Mr. Ben Putnam, Vice President of Solomon Brothers, managing underwriter to market the IPA bonds, stated that their basic role was to raise the money for the project. Mr. Putnam also explained the situation in the national bond market and then gave the background of Solomon Brothers who dealt with major institutional uses of money. Considering their extensive background, he emphasized that in choosing the firm that was going to have a commitment to raise the necessary $5 to $6 billion, Solomon Brothers was the firm to do so, since they had a strong commit- ment to the marketplace. Their role was to assure the project and the partici- pants that the money was going to be raised on a timely basis and at the most efficient or lowest cost that they could pull out of the market. Councilman Overholt entered the Council Chamber and requested Councilman Roth to continue chairing the meeting. (8:55 P.M.) Mr. Putnam's presentation was lengthy and informative, the highlights of which pertinent to their role in IPP was as follows: their first function would be to meet with the people who were present tonight who were intimately involved with the project and to compile a prospective or an official statement which 80-165 city Hall~ Anaheim~ California - COUNCIL MINUTES - February 13~ 198,0~ 7,:00 P.M. they would then prepare to inform not only the rating agencies, but also the institutional investors in the retail sector of the bond market. He felt confident that they were looking at probably the best credit rated joint action agency in the country. They felt it was a very high credit security and their purpose was to inform the major institutional buyer of that concept. Their function was to take the market risk out of the transaction. They also participated in the reinvestment of the funds because there was a long construction time involved. He contended their biggest contribution was to maintain an active and viable market in the secondary or after market in those securities, and they would support those markets in good times and bad so that the investor would know that he could always have a ready out for those securities. That was an extremely important function of a negotiated sale. Their continuing program was to inform those who had not seen fit to purchase those securities in the past, find out where new pockets of money were, and where they could expand the market for those securities. Acting Mayor Pro Tem Roth then opened the floor to questions from the public and/or the PUB. Mr. Pete Nazarro, Anaheim resident, questioned what would happen if there was an interruption of power for some significant time. As he understood, the City would still have to pay and if that were the case, he envisioned the double cost. Mr. Bob Ferdon answered that the City would have to pay. He explained that because of the take or pay nature of the Power Sales Contract, it would be required for the City as a purchaser of power to continue to make payments of fixed charges, its pro rata share, even though there was an outage of the project itself. Anaheim would still require the power to service its electric system and would have to buy backup or replacement power. That was a situation it would have to face in any event. Mr. Watts explained that a typical utility practice was to provide for reserves, i.e., that the utility had more generating capacity than was necessary at any one point in time to serve its load. That was done to provide power when a plant or a particular resource was down. In Anaheim's case, the City had an agreement with SCE wherein they provided that replacement power at no additional cost under the terms of the Integrated Operations Agreement (on file in the City Clerk's office). Mr. Ian Skidmore referred to the escalation factors of construction and asked what provisions were being made, if any, to allow the participants to "get out" should the escalation go beyond the ability to pay for the cost of construction. Mr. Hoyt stated there were basically no "off-ramps" after the execution of the PSC by the participants. There were no unusual problems associated with the construction of the project that had not been addressed in other projects. They did not anticipate that inflation, even runaway inflation, would have any different effect on the IPP as on similar projects. 80-166 City Hall, Anaheim~ California - COUNCIL MINUTES - February 13; 1980, 7:00 P.M. Mr. Dwight Carey, La Habra, representative of the Sierra Club, stated that the had been involved in the IPP plan since 1975. He noted that the key questions seemed to be cost and he asked how certain they were that the estimate of 32 mills per kilowatt hour would actually be met and the probability that would be the actual cost to the consumer. Mr. Hoyt answered "zero"--if the plant were built and operating today and con- structed at today's prices, 32 mills was the cost estimate. It would be more than that depending on what inflation finally turned out to be in reality. Mr. Anthony had explained at the last meeting (see minutes January 31, 1980) that they were dealing with a conceptual cost estimate. Councilman Bay interjected and asked for clarification that the 32 mills was projected to provide a figure to compare with the 50 mills cost of present; Mr. Hoyt answered affirmatively. Mr. Jim Anthony, Project Engineer, Intermountain Power Agency, then clarified additional questions posed by Mr. Carey relating to cost estimates and power output involving Pacific Gas and Electric (PGE) Fossil I and II power plants compared to estimates involved with IPP. He reported as he did at the meeting of January 31, 1980, that they were Just completing a re-estimate of the Lynndyl site and their previous estimate was for the Salt Wash site which was no longer viable because of environmental considerations as Mr. Carey was aware. When the new figures were finalized, they would have a more formal estimate. He pointed out, however, that one of the big differences he saw in Fossil I and II and the IPP units was that IPP was using what he considered to be the best available control technology for air pollution control. He believed that PG&E was now reassessing the viability of Fossil I and II as to whether or not they wanted to proceed with that project, the main reason that they had given being, that such stringent air qualities had been set that they could no longer afford the project. Mr. Carey stated the only reason he raised the issue of cost was that he was concerned that cost was the key criteria to most people. The Sierra Club was concerned about alternatives to such power projects. Big projects were usually big headaches with big impacts which meant that smaller projects or impacts could be accomplished in less time and frequently with less money. He then referred to what had been stipulated by the Energy Commission in their biannual report where they recommended that Anaheim consciously and with great effort look into alternative technologies and smaller facilities; however, in addition to saying that, they should pursue a large project. That was what the Club was concerned with. So as not to take up additional time, Mr. Carey stated that he would like to speak with Mr. Hoyt prior to the next meeting. Mr. White, Public Utilities Board Member, stated in the 10 years from 1980 to 1990 when Unit No. 4 would be completed, Anaheim would be going from Southern California Edison's best customer to its worst. He asked what that would do to their rates from SCE. Mr. Hoyt answered in the Integrated Operations Agreement, as Mr. White would recall, there were constraints as to when SCE could change the form of its rates. They could change the level of the rates whenever it was necessary to recover costs, but they could not do so, so as to render their decision to participate 80-]67 City Hall~ Anaheim~ California - COUNCIL MINUTES - February 13~ 1980~ 7:00 P.M. in a project inadvisable or take away the financial advantage. It was probably not going to make a great difference in the resale class of customers. At such time as they were only drawing on Edison for perhaps some peak energy, it would probably be advisable to relook at their rate schedule to be sure that it would be fair and equitable to everybody. Mr. White then asked who would buy the excess energy at off-peak hours in periods of time as discussed on January 31, 1980. Mr. Hoyt first stated that they did not have any contractual commitment for that energy. He stated, however, that SCE would purchase that power. During a meeting with them, Edison had shown an interest in acquiring power from the project from anyone who happened to have it. Mr. Gerald Nissen, Anaheim resident, first asked if the estimates in the R.W. Beck report dated January 31, 1980 were ideal projections with no problems foreseen. Mr. Winston Peterson, Manager, Seattle office of R.W. Beck & Associates, answered "yes" it contained very conservative oil costs and reasonably conservative capital costs; Mr. Anthony added they had tried to be conservative so that they would not end up with big surprises in the end. Mr. Nissen then stated as he understood, if the plant was down, they were compensated by a built-in factor of what they were paying; Mr. Hoyt answered that was correct. Mr. Nissen then asked if they also took into consideration plant shutdowns, because of union strikes or coal shortage supplies, etc. He wanted to know what provisions had been made to insure those were kept to a minimum. Mr. Hoyt stated that things could happen to shut down any kind of project and presumably they would use management people to keep the plant in operation. He also confirmed for Mr. Nissen that the plant would be designed so that it could be operated with a minimal staff. Mr. Anthony then assured Mr. Nissen that they had thoroughly researched coal availability systems in order to prevent problems from occurring, which he explained in detail. Situations that might occur relative to the probability of labor disputes had also been taken into consideration. Mr. Nissen stated as a result of the yearly audit, they could then either receive credits or they would have to pay more. He wanted to know if the savings pro- jected out took that situation into account. Mr. Hoyt answered that their savings would be on a budgeted basis. They had projected the cost of coal, the cost of operation, capital costs, availabilities. They tried to cost out the energy to be generated from the plant with those factors taken into con- sideration, and also the agreement they had with SCE with regard to replacement capacity and replacement energy. Mr. Nissen stated that realistically then they could see their bills go up as a fact of higher operating costs; Mr. Hoyt stated that capital costs would be well set in place. The main cost of the plant would be the fuel and as fuel costs changed, the cost of power would change accordingly, and there could be a lesser savings. Councilwoman Kaywood interjected and asked that when talking about lesser savings, as compared to buying from Edison, how that would work out. 80-168 C%ty Hall~. Anaheim~ California - COUNCIL MINUTES - February 13...~ 1980~ 7:00 P.M. Mr. Hoyt answered if costs were higher than forecasted, their savings, compared to purchasing from Edison, would be less; and if the costs were lower, savings compared to purchasing from Edison, would be higher. Councilwoman Kaywood then emphasized, but in no event would the cost be higher than if they purchased outright from Edison; Mr. Hoyt answered with an emphatic "no" · In closing, Mr. Nissen stated he was hoping they would have been presented with documentation broken down on a percentage basis, or at least a dollar figure, for the home owners, so that they could relate those to their utility bills, as requested at the last meeting. Mr. Hoyt stated that they were going to provide such figures and, in fact, he had those in front of him at present. However, since they were just given to him, he wanted an opportunity to first review them and by the next meeting, they should be prepared to discuss that data. Mr. Wynn Anderson, Public Utilities Board Member, then read a prepared statement, excerpts from which are as follows: "Anaheim has for the past century been a leader of leaders in improving the quality of life for its citizenry. This has not been done by accident, but rather by careful foresight, concern, dedication and intelligence of its elected leaders. Many years ago, elected leaders had enough foresight to bring water to this area. Without it, we as a city would perhaps not even exist. Electricity will be a necessity for our foreseeable future. We can continue to buy that commodity from Edison for even higher and higher costs or we can partic- ipate in some generating projects which will bring that precious commodity to our citizenry at lower rates than Edison. The City of Anaheim under Council direction has consistently maintained an electric rate lower than that of Edison giving us the lowest rates in Orange County. The cost of petroleum is skyrocketing steadily. This nation is dependent upon foreign nations for that resource. However, this country does have a massive but not unending supply of coal. We need to use that source until other means can be developed and used without fear or danger to the populous. We hope you will join the PUB in supporting the IPP and work for and explain its necessity to the citizenry of Anaheim. We believe with your support the citizens of Anaheim will approve this endeavor that will be beneficial to friends, neighbors, children and grandchildren in the years to come. Anaheim will continue to be a city of action and a leader of leaders." Mr. Michael Valenti, 751 North Zeyn, stated under the PSC and referring to the payment obligation, when would be the earliest possible day Anaheim would be obligated to pay without having power delivered. 80-169 city Hall~ Anaheim~ California - COUNCIL MINUTES - February 13~ ,1980~ 7:00 P.M. Mr. Bob Ferdon answered that since interest on the bonds would be capitalized from bond proceeds, it was not expected that any payments would be made under the PSC prior to power being delivered. The only way Anaheim could be required to make payments under the PSC would be if there were to be a failure in IPA in continuing the financing of the project. Mr. Valenti stated under that contingency, if that would occur in 1986, for example, conceivably the City could be paying more for electricity than it would be paying to Edison. Mr. Hoyt answered it certainly seemed that would be the case. If the project "fell on its face" in midstream and they only had half a power plant, they'would have some obligations with regard to whatever monies had been spent. Mr. Watts explained that Mr. Ferdon indicated previously, what would be done in that instance would be to commence principal payments, something in the vicinity of two to three years after it was estimated that the unit or units would be completed. If there was a disaster, there would be a problem, but they did not go into such projects contemplating a disaster. He pointed out as a similar or comparative matter, when the Convention Center was constructed and the various additions added to it, the precise same thing was done. Mr. Hoyt pointed out as well that they would normally carry construction insurance during construction of the project. Mr. Martin stated it would be no different than if they issued bonds for their own plant. They were not assuming any higher degree of risk in either case, and it was a business judgment. Whether bonds were issued to build a plant in Anaheim and that plant did not operate all the time or it did not operate at all, the bonds still had to be serviced. Mr. Ferdon stated merely because the project was delayed or because of some kind of disruption or disaster, did not mean payments would have to start prior to the commercial operation of the plant. Those costs could be capitalized and funded so it would not be necessary to start prior payments without receiving the service. It would only happen if IPA no longer had access to the capital markets during that period. Acting Mayor Pro Tem Roth thanked those in attendance for being present at the meeting to give their expert input and testimony, as well as staff, and also the public for their input and questions. ADJOURNMENT - PUBLIC UTILITIES BOARD: Board Member Anderson moved to adjourn. Board Member Stanton seconded the motion. Chairman Keesee was absent. MOTION CARRIED. ADJOURNMENT - CITY COUNCIL: Councilwoman Kaywood moved to adjourn. Councilman Bay seconded the motion. Councilm~n Seymour was absent. MOTION CARRIED. Adjourned: 10:07 P.M. LINDA D. ROBERTS, CITY CLERK