HomeMy WebLinkAboutResolution - 2003-R0556 - Ownership Agreement - West Texas Municipal Power Agency - 12/08/2003RESOLUTION
Resolution No. 2003-RO556
December 8, 2003
Item No. 46
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and
directed to execute for and on behalf of the City of Lubbock a Capacity Operation and
Transfer of Ownership Agreement between the City of Lubbock and the West Texas
Municipal Power Agency relating to J.R. Massengale generation Unit No. 8, which is
attached hereto, which shall be spread upon the minutes of the Council and as spread
upon the minutes of this Council shall constitute and be a part of this Resolution as if
fully copied herein in detail.
Passed by the City Council this 8th day of Decembe�!:2 , 2003.
GAL, MAYOR
ATTEST:
R ecca Garza, City Secretar
APPROVED AS TO CONTENT:
G
Gary Zheng
Chief Operations Officer
APPROVED AS TO FORM:
Matthew L. )W de
Natural Resources Attorney
as/ccdocs/OCO Resolution
November 26, 2003
Resolution No. 2003-RO556
December 8, 2003
Item No. 46
CAPACITY OPERATION AND TRANSFER OF OWNERSHIP AGREEMENT
BETWEEN THE CITY OF LUBBOCK AND THE WEST TEXAS MUNICIPAL
POWER AGENCY RELATING TO J.R. MASSENGALE GENERATION UNIT NO.8
This Capacity Operation and Transfer of Ownership Agreement ("the Agreement")
between West Texas Municipal Power Agency ("WTMPA"), a municipal corporation and
political subdivision of the State of Texas, and the City of Lubbock ("Lubbock"), a municipal
corporation and home rule city situated in Lubbock County, Texas (collectively WTMPA and
Lubbock may be referred to as the "Parties" or individually as a "Party").
WITNESSETH:
WHEREAS, WTMPA acquired, constructed and installed a 40 megawatt (MW)
combustion turbine generator known as J. Robert Massengale generation Unit No. 8 ("JRM No.
8") and financed the repowering of Lubbock's two identical 22 MW Westinghouse non -reheat,
condensing steam turbine generators known as Unit 6 and Unit 7, (collectively sometimes
referred to as the "Facilities"), all located at Lubbock Power & Light's ("LP&L's") Massengale
Station, formerly known as Plant No. 2 ; and
WHEREAS, Lubbock previously dedicated the 22 MW power capacity of either LP&L's
Unit 6 or Unit 7 to WTMPA, the other unit being maintained as a reserve or back-up source for
WTMPA, pursuant to a Power Capacity Agreement entered into by the Parties on April 23, 1998
via City of Lubbock Resolution 5826, in exchange for WTMPA providing the funds to finance
the repowering of Unit 6 and Unit 7; and
WHEREAS, Lubbock operates and maintains JRM No. 8 and Units 6 and Unit 7 for and
on behalf of WTMPA pursuant to an Operation Management Agreement entered into by the
Parties on April 23, 1998 via City of Lubbock Resolution 5827, in exchange for WTMPA paying
Lubbock for the operation and management of JRM No. 8 and Unit 6 and Unit 7; and
WHEREAS, Lubbock and WTMPA have entered into a Comprehensive Settlement
Agreement ("CSA"), together with the Cities of Brownfield (`Brownfield"), Floydada
("Floydada") and Tulia ("Tulia"), sometimes referred to as "the other member cities;" and
WHEREAS, pursuant to the CSA, WTMPA has agreed to allocate and dedicate to
Lubbock both the capacity of its JRM #8 and the capacity of Lubbock's Units 6 and 7; and
WHEREAS, pursuant to the CSA, WTMPA further has agreed to transfer title and
ownership to Lubbock of JRM No. 8 and its capacity rights to Lubbock Units 6 and 7 at such
time as WTMPA's Bonds, Series 1998, in the initial sum of $28,910,000, dated May 1, 1998
("the Bonds") and subsequent bond issues refinancing the Bonds, have been fully paid. In
consideration among other considerations, stated in the CSA, Lubbock will pay (1) all principal,
interest and any related charges of the Bonds; (2) will pay all costs related to JRM No.8 and
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Units 6 and 7; and (3) release Brownfield, Floydada, Tulia and WTMPA from any further
responsibility or expenses for the Facilities and claims for monetary debts claimed to be owed to
Lubbock related to the operation of the Facilities; and
WHEREAS, Lubbock and WTMPA will implement the actions referenced to in the
above recitals in this Agreement; and
WHEREAS, WTMPA and Lubbock believe it to be in the best interest of each respective
Party to repeal the Power Capacity Agreement and the Operation Management Agreement in
their entirety and replace these agreements with this Agreement;
NOW, THEREFORE, for the mutual consideration and under terms and conditions
hereafter set forth, LUBBOCK and WTMPA agree as follows:
SECTION I
A. Transfer of Capacity to Lubbock
Effective at 12:01 a.m. November 1,2003, WTMPA shall allocate and dedicate to
Lubbock, exclusively, all of WTMPA's capacity in the Facilities, free and clear of any rights to
the capacity by the other member cities of WTMPA.
B. Term of Transfer
The allocations referenced in Section I.A above shall terminate on the date the Bonds and
any subsequent bonds issued to refinance the Bonds have been fully paid ("the Term").
C. Assignment of Capacity Allocated to Lubbock
Lubbock shall have full power and authority to assign the capacity in the Facilities, in
whole or in part, to a wholesale electric provider, including, without limitation, another electric
utility, independent power producer or GENCO, provided (1) prior thereto WTMPA must
approve in writing the assignment, which approval will not be unreasonably withheld, (2)
WTMPA's bond counsel advises WTMPA in writing that the proposed assignment by Lubbock
does not jeopardize the tax exempt status of the Bonds or otherwise subject WTMPA to any
penalties and (3) Lubbock shall remain responsible to WTMPA for all its obligations and
responsibilities under this Agreement and the CSA.
D. Maintenance Responsibility of the Facilities
Effective upon the date of transfer stated in Section I.A, Lubbock shall maintain the
Facilities, including improvements and replacements, in good working condition and operate the
Facilities in accordance with Good Utility Practice and all applicable laws, rules and regulations
during the Term. Lubbock shall obtain and maintain in current status all required permits for the
Facilities. To assist Lubbock in its maintenance responsibilities for the Facilities, subsequent to
the date of transfer, WTMPA will contribute to Lubbock the funds currently deposited in its
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Bond Reserve Fund, approximating $ 177,072.35, for the purpose of maintenance and repair of
the Facilities.
E. Good Utility Practice
The term "Good Utility Practice" shall mean any of the engineering and operating
practices, methods and acts engaged in or accepted by a significant portion of the electric utility
industry in the United States of America at the time the decision was made or any of the
practices, methods and acts that, in the exercise of reasonable judgment in the light of the facts
known at the time the decision was made, could have been expected to accomplish the desired
result at the lowest reasonable costs consistent with reliability, safety and expedition. Good
Utility Practice is not intended to be limited to the optimum practice, method or act to the
exclusion of all others, but rather includes a spectrum of possible practices methods or acts.
F. Costs of Operation and Maintenance of the Facilities
Effective on the date of transfer stated in Section I.A, Lubbock shall be responsible,
exclusively, during the Term for payment of all costs of operation and maintenance, including,
without limitation, fuel, labor, repair, replacements, improvements, insurance, permits,
regulatory and legal proceedings, reports to governmental agencies and compliance with
environmental directives. It is the intent of this Section I.F that neither WTMPA or the other
member cities shall have any cost responsibility of any nature whatsoever for the Facilities
during the Term.
G. INDEMNITY BY LUBBOCK TO WTMPA
TO THE EXTENT AUTHORIZED BY LAW, AND WITHOUT LIMITATION,
LUBBOCK INDEMNIFIES AND HOLDS HARMLESS WTMPA FROM AND AGAINST
ALL CLAIMS, DEMANDS OR CAUSES OF ACTION OF ANY CHARACTER
WHATSOEVER, INCLUDING LITIGATION COSTS AND EXPENSES, COURT
COSTS AND ATTORNEY(S)' FEES THAT MAY HEREAFTER BE BROUGHT BY
ANY THIRD PARTY FOR ALLEGED DAMAGES FOR PERSONAL INJURY,
PROPERTY, BREACH OF CONTRACT, WARRANTY, PATENT, CONSEQUENTIAL
LOSSES (INCLUDING BUT NOT LIMITED TO LOST REVENUE, LOST PROFITS,
DELAY COSTS AND EXPENSES, OR OTHER ECONOMIC LOSSES) ARISING OUT
OF OR ANYWISE CONNECTED WITH LUBBOCK'S POSSESSION, MANAGEMENT,
OPERATION AND MAINTENANCE OF JRM No. 8 AND LP&L UNITS 6 AND 7.
HOWEVER, THIS INDEMNIFICATION DOES NOT APPLY TO ANY CLAIM,
DEMAND OR CAUSE OF ACTION CAUSED SOLELY BY BREACH OF THIS
AGREEMENT BYWTMPA, OR BREACH OF THE CSA BY WTMPA OR CAUSED
SOLELY BY THE NEGLIGENCE, GROSS NEGLIGENCE OR WILLFUL
MISCONDUCT OF WTMPA.
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SECTION II
A. Ownership Transfer to Lubbock
On the date the Bonds, and any bonds issued by WTMPA to refinance, redeem or
otherwise retire the Bonds, have been fully paid, title to JRM No. 8 and any capacity interest in
LP&L Units 6 and 7 shall vest in Lubbock. WTMPA shall provide any reasonable
documentation requested by Lubbock to memorialize the sale.
B. Payment of Bond Debt
Lubbock shall pay WTMPA the full principal and interest expenses, and any other
existing or future costs associated therewith, of the Bonds. The phrase "and any other existing or
future costs associated therewith, of the Bonds" includes, among other costs, maintenance of the
"Bond Fund as that term is defined under Section 4.3 of the Bond Resolution adopted on May 7,
1998, authorizing issuance of the Bonds. As of September 30, 2003, the amount in the Bond
Fund was $ 1,006,944.41. It is agreed among all the Parties that Lubbock shall be entitled
exclusively to the interest earned on any amount in the Bond Fund until the date all outstanding
bonds are fully paid, inasmuch as Lubbock will be maintaining the Bond Fund subsequent to the
effective date of the Agreement.
Lubbock's payments shall be made monthly in equal payments for deposit in the Bond
Fund established in the Bond Ordinance authorizing issuance of the Bonds and in sufficient
advance time for WTMPA to transfer payments received from Lubbock to its Paying Agent for
timely payment of principal and interest to the bondholders and to pay timely ancillary or
miscellaneous expenses, if any, associated with maintenance of the Bonds.
C. Release of Responsibilities for JRM No. 8
On the effective date of transfer of capacity in the Facilities to Lubbock, WTMPA,
Brownfield, Floydada and Tulia shall have no further responsibility or expense associated with
the Facilities, save and except any non -delegable responsibility required by the terms and
conditions of the Bonds and the Amended Power Sales Agreement, 1998, among WTMPA,
Brownfield, Floydada and Tulia.
D. INDEMNITY BY LUBBOCK TO WTMPA
TO THE EXTENT AUTHORIZED BY LAW, COMMENCING ON THE DATE
OF THE CAPACITY TRANSFER STATED IN SECTION IA, LUBBOCK
INDEMNIFIES AND HOLDS HARMLESS WTMPA FROM ANY OBLIGATION OF
ANY NATURE WHATSOEVER RELATING TO OR ANYWISE CONNECTED WITH
PRINCIPAL AND INTEREST PAYMENTS AND OTHER ASSOCIATED EXPENSES,
IF ANY, FOR THE BONDS, AND FAILURE TO MAINTAIN AND OPERATE THE
FACILITIES IN ACCORDANCE WITH SECTION I.D and I.E.
E. INDEMNITY BY WTMPA TO LUBBOCK
TO THE EXTENT AUTHORIZED BY LAW, WITHOUT LIMITATION,
WTMPA INDEMNIFIES AND HOLDS HARMLESS LUBBOCK FROM AND AGAINST
ALL CLAIMS, DEMANDS OR CAUSES OF ACTION OF ANY CHARACTER
WHATSOEVER, INCLUDING LITIGATION COSTS AND EXPENSES, COURT
COSTS AND ATTORNEY(S)' FEES THAT MAY HEREAFTER BE BROUGHT BY
ANY THIRD PARTY FOR ALLEGED DAMAGES FOR VIOLATION OF ANY BOND
COVENANT RELATED TO WTMPA'S BONDS, SERIES 1998, INCLUDING ANY
REFINANCING THEREOF, OR ANY BREACH OF CONTRACT ASSOCIATED WITH
WTMPA'S BONDS, ARISING OUT OR OTHERWISE CAUSED SOLEY BY ACTIONS
OR INACTIONS OF WTMPA. HOWEVER, THIS INDEMNIFICATION DOES NOT
APPLY TO A VIOLATION OF ANY BOND COVENANT RELATED TO WTMPA'S
BONDS, SERIES 1998, INCLUDING ANY REFINANCING THEREOF, OR ANY
BREACH OF CONTRACT ASSOCIATED WITH WTMPA'S BONDS, CAUSED
SOLELY BY A BREACH OF THIS AGREEMENT OR A BREACH OF THE CSA BY
LUBBOCK.
SECTION III
Force Maieure
Neither Party shall be liable to the other Party for failure to perform its obligations under
this Agreement, other than payment of money, when such failure is attributable solely to Force
Majeure. Force Majeure shall mean any cause beyond the reasonable control of either Party,
including, without limitation, failure, or imminent threat of failure, of facilities or equipment,
flood, freeze, earthquake, storm, fire, lightning, other acts of God, epidemic, war, acts of a public
enemy, riot, civil disturbance or disobedience, strike, lockout, work stoppages, other industrial
disturbance or dispute, labor or material shortage, sabotage, restraint by court order or other
public authority, and action or nonaction by, or failure or inability to obtain the necessary
authorizations or approvals from, any government agency or authority, which by the exercise of
due diligence it could not overcome. Nothing contained herein shall be construed so as to
require the Parties to settle any strike, lockout, work stoppage or any industrial disturbance or
dispute in which it may be involved, or to seek review of or take an appeal from any
administrative or judicial action.
SECTION IV
Default
(1) As used in this Section IV, "default" shall mean the failure of WTMPA or Lubbock
to perform any obligation in the time and manner required by this Agreement, except where such
failure to discharge obligations (other than the payment of money) is the result of Force Majeure
as defined in Section III hereof.
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(2) Upon failure of a Party hereto to perform any obligation required hereunder, the other
Party shall give written notice of such default to the Party in default. The Party in default shall
have thirty (30) days within which to cure such default, other than payment of money, which
default must be cured within five (5) business days from the date of notice and, if cured within
such time, the default specified in such notice shall cease to exist.
(3) If a default is not cured as provided in paragraph (2) above, the Party not in default
may resort to all remedies available at law or equity, including, without limitation, recovery of
reasonable expenses and reasonable attorneys' fees incurred in connection therewith, termination
of this Agreement and repossession of property.
SECTION V
Governing Law and Venue
The validity, interpretation and performance of this Agreement and each of its provisions
shall be governed by the laws of the State of Texas. Venue for any litigation arising out of a
dispute under this Agreement shall lie in Lubbock County, Texas.
SECTION VI
Repeal of Power Capacity Agreement and Operation Management Agreement
WTMPA and the City, by executing this Agreement, hereby repeal in its entirety, the
Power Capacity Agreement entered into by the Parties on April 23, 1998 (City of Lubbock
Resolution 5826). Further, WTMPA and the City, by executing this Agreement, hereby repeal in
its entirety, the Operation Management Agreement entered into by the Parties on April 23, 1998
(City of Lubbock Resolution 5827).
SECTION VII
Miscellaneous
A. Notice.
Any notice, request, demand or statement which may be given to or made upon a Party
hereto by the other Party hereto under any of the provisions of this Agreement shall be in
writing, unless it is specifically provided otherwise herein, and shall be treated as duly delivered
when deposited in the United States Mail, by certified mail, postage prepared, and properly
addressed to the Party to be served, as follows:
If the notice is to the City of Lubbock:
City Manager
City of Lubbock
Attn: Lubbock Power & Light/WTMPA
WON
,R6 3 - x,54
P.O. Box 2000
Lubbock, Texas 79457
If the Notice is to WTMPA:
West Texas Municipal Power Agency
Attn: President of WTMPA
P.O. Box 10
Floydada, Texas 79235;
The names, titles and addresses of either Party in this section may be changed by written
notification to the other Party.
B. Counterparts.
This Agreement shall be executed simultaneously in two or more counterparts, each of
which shall be deemed an original, but all of which together shall constitute one and the same
instrument.
C. Amendments.
This Agreement may only be amended by a writing signed by both Parties.
D. Severability.
T In the event any material term, covenant or condition of this Agreement, or any
amendment hereto, or the application of any such term, covenant or condition shall be held
invalid, illegal or unenforceable as to any Party or circumstances by any court or regulatory
authority having jurisdiction, WTMPA and Lubbock shall conduct good faith negotiations for
the purpose of reaching a mutually acceptable written agreement to replace the deleted
provision(s) with provision(s) that will most nearly accomplish the purpose and intent of the
deleted provision(s). If any portion of this Agreement is held unenforceable by a court of
competent jurisdiction, the remainder of this Agreement shall not be affected and shall remain
fully in force and enforceable.
E. Computation of Time.
In computing any period of time prescribed or allowed by this Agreement, the day of the
act, event or default from which the designated period of time begins to run shall not be
included. The last day of the period so computed shall be included unless it is a Saturday,
Sunday or legal holiday, in which event the period shall run until the end of the next business
day that is neither a Saturday, Sunday nor a legal holiday.
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F. Limitation.
This Agreement is not intended to and shall not create rights of any character whatsoever
in favor of any person, corporation, association or entity other than the Parties to this Agreement
and the member cities of WTMPA, and the obligations herein assumed are solely for the use and
benefit of the Parties to this Agreement and the member cities of WTMPA, their successors in
interest, or assigns.
G. Waivers.
A waiver by a Party of a default by the other Party shall not be deemed a waiver of any
other or subsequent default.
H. Regulation.
This Agreement is subject to applicable federal, state and local laws, ordinances, rules
and regulations. Save and except the provisions outlined in Section V, nothing herein contained
shall be construed as a waiver of any right to question or contest any such law, ordinance, rule,
regulation or asserted regulatory jurisdiction.
I. Relationship of Parties
The Parties shall not be deemed in a relationship of partners or joint venturers by virtue
of this Agreement, nor shall either Party be an agent, representative, trustee or fiduciary of the
other. Neither Party shall have any authority to bind the other to any agreement.
J. Survivorship of Provisions
Section I.G shall survive the expiration of the Term of this Agreement, or earlier
termination of this Agreement, for a period of four (4) years from the date of expiration or other
termination.
K. Drafted by All Parties
This Agreement has been and shall be construed to have been drafted by all the parties to
it so that the rule of construing ambiguities against the drafter shall have no force or effect.
L. Consultation
Each party has consulted with whatever consultants, attorneys or other advisors the party
deems appropriate concerning the effect of the Agreement and each respective party assumes the
risk arising from not seeking further or additional consultation with such advisors.
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M. Settlement Purposes
If this Agreement does not become effective for any reason, it shall be deemed
negotiations for settlement purposes only and will not be admissible in evidence or usable for
any purposes whatsoever.
N. Successors and Assigns.
This Agreement shall be binding upon and inure to the benefit of and be binding upon the
successors and assigns of the Parties hereto.
O. Entire Agreement
This Agreement shall constitute the entire agreement and understanding between
WTMPA and Lubbock related to the subject matter hereof and supercede any prior agreement or
document of understanding related to the subject matter hereof.
P. Bond Counsel Approval
This Agreement shall be submitted to WTMPA's bond counsel and the implementation
of this Agreement shall not commence until bond counsel has advised in writing that there is no
conflict with the terms and conditions of the Bond Resolution.
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed
this 8th
CI7
By
ATTEST:
day of December
(Qja'e� 'a, j�� "I
Reb cca Garza, City SecretaryS
APPROVED AS TO CONTENT:
Gary Zheng,
Lubbock Power & Light
Chief Operations Officer
2003.
WEST TEXAS MUNICIPAL POWER AGENCY
By:
Gary iffown, President
ATTEST:
C.
Eldon Job, Seer tary-Treasurer
M
APPROVED AS TO FORM:
Matthe ade, Natural Resources Attorney
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