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HomeMy WebLinkAbout4 UAMPS Agenda Item # o Memorandum To: Board of Directors From: Stephen Hollabaugh Date: December 15, 2005 Subject: Consideration of a Transaction Schedule on the Master Firm Power Supply Agreement for the Shaped Capacity and Energy resource with UAMPS for the period of Jan 2008 through March 2009. History: The District has been a member of UAMPS since August 2000. When the District joined UAMPS, an agreement for "Joint and Cooperative Action" was signed. Currently the District is in the Resource Project, the IPP #3 Project, the Pool Project, and the Master Firm Power Project of UAMPS. New Information: In order to optimize the use of existing UAMPS resources, UAMPS is developing a new resource for the Firm Power Project which will be made up from surplus entitlements of Participants in the IPP and Payson Projects. UAMPS staff believes this resource will benefit both the purchasers of the resource as well as the participants who assign their surplus capacity to the resource. In order to establish this new resource named "Shaped Capacity and Energy" or SC&E, UAMPS needs its Members to determine the amount of surplus capacity that each Member will assign to the UAMPS pool to develop the Payson Project resource and the amount of SC&E resource that each Member will subscribe to for their resource needs. Truckee Donner PUD future Power Supply Plans: The District currently has a power supply in place with Constellation Power Source (CPS) through the end of 2007 and is planning on participating in the Intermountain Power Project Unit 3 (IPP#3) that is scheduled to be in operation in 2012. The District has a need for power supply starting in 2008 through 2011. (See Chart 1 "Yearly Power Supply Plans) The SC&E resource that UAMPS is proposing will be consummated at the UAMPS meeting scheduled for December 20 and 21, 2005 in Salt Lake City. Truckee Donner PUD Power Supply Opportunity for 2008: The SC&E project will be cost based. This means the cost of generation is based on the actual cost to generate that energy not the current market price. The price of the SC&E project consists of a capacity and energy charge combined to make the blended or bus bar price. I have estimated a scheduling and transmission charge to have the power delivered to Page 1 of 2 our transmission point of receipt on Sierra Pacific Power Company's transmission system. I estimate the price for this energy for the period starting January 2008 through March 2009 to be $59.84 per MWh. This price compares favorably to the current market prices. (See Megawatt Daily Day Ahead and Long Term forward prices dated Dec 14th) I have asked Constellation (CPS) what the price in 2008 would be and as of December 15th, the price was $72.00MWh This is down from last weeks price but still much higher than the SC&E resource through UAMPS. (See Chart2 "2008 Options for Power Supply"). In order to grasp the magnitude of this difference in price, I have created a chart that estimates the Retail Rate Increase that each of these options would produce. I assumed that each 1% increase in rates was approximately $180,000. (See Chart3 "Estimated % Retail Rate Increase due to Power Supply"). This chart shows that the SC&E option would require approximately a %5.80 vs. a %16.0 increase through the market. If the District were to subscribe to the SC&E resource, the energy would be scheduled from UAMPS to the Sierra Pacific Power Point of receipt similar to the way it is today. The District has to schedule in whole MW's to meet its load needs. (See Chart "Dec 131h Schedule vs. Load). How the District would Participate in the SC&E Resource: UAMPS has requested that each member interested in receiving energy from the SC&E resource complete the EXHIBIT OF THE MASTER FIRM POWER SUPPLY AGREEMENT FOR THE SHAPED CAPACITY AND ENERGY TRANSACTION SCHEDULE that is attached. The exhibit requires each member to fill out the addendum for the HLH (On peak), LLH (off Peak) schedules along with the Capacity (kW) requested by month. I have filled out the addendum with what the District needs would be for the period starting January 2008 through March 2009. The final cost of this project will be determined on December 21, 2005 when the IPP assign their surplus to this project and the requests for energy are totaled. There is a risk that the amount of IPP surplus energy assigned is not adequate to meet the needs of the other memlieve this bers. This could raise the price or members with needs may have to reduce their request. I still bewill be a good project to stabilize the price of power for the District. I would like to request the Board give me the flexibility to evaluate this SC&F resource and if necessary reduce our requested amount or possibly not participate if the price appears to be too high. The price would go up if there is not enough IPP surplus power assigned to this project. I will report back to the Board at the first scheduled meeting in January 2006 as to the outcome of this resource. Recommendation: Authorize the Assistant General Manager who is the Member Representative at UAMPS to sign the Transaction Schedule on the Master Firm Power Supply Agreement for the Shaped Capacity and Energy resource with UAMPS for the period of Jan 2008 through March 2009 and the authority to change the addendum amounts if the project changes substantially from what is currently anticipated. Page 2 of 2 i Chart1 Yearly Power Supply Plans $12,000,000ti . 200,000,000 v. S5„, ^`'^"9 L. �v v `*x'`"a�"�+"•� L"• �'w, `'v�." S"�xw,`�"}"' `•., 180,000,000 $10,000,000 b Lbw Lh + 160,000,000 Z`•n' L •, v„�r.5�,.v,. "� L •� v �yw v'v,�^sk .,v. v�.' v ,^L„ vs4•v s;`..' `ws. ��v��`' ,.•`^L�v^�i � V%v^'�,yv �`"^, ..• ry ` $8,000,000 ,,r 140,000,000 a �" ,"kh }*.:" w"v'+.i ,. 4"2k'�L, s4"�`'M" •••.` "v y�;"" ' `'+Li`"�c"v" 'k 120,000,000 O ,ti v `�s.; v, v '"'•., v'w" v'�.�s'' `w v,`s` kL.Lv,`x ,„, .. W ;,.'LL 4 � L � "�•, ��`•, vw��,, } . .O ..... _.. $6,000,000 w Power Supply Under Contract v L :v w 100,000,000 T -->--Load kWh PY 1• "v �� L ryir J T "" L j LLL i L yM1 1 MwLv ` r 80,000,000 } $4,000,000 . v •` v 60,000,000 $2,000,000 40,000,000 „J � ,v +% wSv,+L,v kw? w� �M`�u�.L�' .4 v�.v4 '•�'w" L`"`••ti� ,Lw ',, F• M Y ••a" ��L �.�}. L k .. +v L"� v'` ivi�";Lv,,vikv"*v"'+�,�"+v�v*L� v``.v v s;: 20,000,000 0 2005 2006 , 2007 2008 2009 ' 2010 2011 2012 2013 2014 CPS CPS CPS None None ; None None IPP#3,IPP#3,IPP#3 Year Page 1 Day-ahead markets for West Index Change Range Dean Volume Avg$/Me on-Peak COB 132.29 -4.95 131.75-132.90 14 375 124.67 Mid-C 128.42 -5.11 127.00430.25 121 3,075 121.31 Palo Verde 113.26 -0.58 111.75416.00 62 1,750 104.63 Mead 121.73 -2,38 119.50-124.00 43 1,650 114,21 Mona 128.25 -4.75 128.25-128.25 N.A. N.A. 119.75 Four Corners 119.52 -0.96 118.25-121.50 16 400 112.13 NP15 131.65 -5.67 129.00-133.00 60 1,500 124.04 SP15 131.20 -6.18 128.00-133.00 208 5,625 123.73 off-Peak COB 111.53 1.28 109.50-113.50 10 250 101.86 Mid-C 110.17 1.30 107.75-112.50 87 2,225 100.37 Palo Verde 92.09 -1.08 90.50.93.00 18 450 89.83 Mead 91.88 -2.29 91.25.92.50 17 450 91.10 Mona 95.00 -1.00 95.00-95.00 N.A. N.A. 92.85 Four Comers 93.75 -1.00 93.75-93.75 N.A. N.A. 90.66 NP15 100.09 -2.26 97.50-102.65 49 1,275 97.90 SP15 96.02 -2.87 94.25-98.65 123 3,425 96.28 *Ontario prices are in Canadian dottars t s i MEGAWATT DAILY THURSDAY,DECEMBER 15,2005 East Jan Feb Jan/Fab06 Mar/AprO6 May06 1un06 Jul/Aug06 Sep06 Q406 CY06 CY07 CY08 T Mass Hub 159.00 155.00 157.00 124.25 105.00 109.00 126.00 107.25 109.50 122.00 107,45 97.20 PJM West 125.15 124.85 125.00 103.75 89.95 97.65 114.50 90.35 85.50 101.75 87.30 77.35 N.Y.Zone-G 146.85 142.85 144.85 - - - 134.30 - 122.00 112.50 N.Y. Zone-J 177.00 173.00 175.00 - - - 160.00 - 143.30 133.45 N.Y.Zone-A 125.50 123.50 124.50 - - - 10&05 101.00 91.75 Ontano' 138.00 134.00 136.00 - - - 123.50 - 117.75 11.4.75 TVA, into 95.25 93.05 94.15 - - - 89.25 - - 84.00 73.00 - Central Jan Feb Jan/Feb06 Mar/Apr06 MayO6 Jun06 Jul/Aug06 SepO6 Q406 CY06 CY07 CY08 Cinergy Hub 98.15 97.65 97.90 81.20 71.25 79.25 96.80 71.00 67.00 81.20 68.90 63.25 NI Hub 96.15 95,75 95.95 76.80 68.85 74.95 91.95 65.90 61.40 76.95 64.80 63.75 Entergy,into 100.55 100.90 100,75 93.35 87.25 89.60 98.70 89.40 84.70 92.15 82.20 72.60 ERCOT 102.00 102.35 102.15 92.40 90.40 105.10 115.70 99.75 88.00 98.30 86.15 76.35 West Jan Feb Q106 Q206 Q306 Q406 Q107 Q207 Q307 Q407 CY06 CY07 CY08 CY09 Mid-C 126.00 123.00 119.00 61.00 91.50 91,00 88.00 51.50 78.00 74.75 90.60 73,05 61.95 56.25 Palo Verde 115.00 111.00 110.50 90.50 110.00 91.00 93.00 80.00 93.50 80.00 100,50 86.60 75.05 72.00 NP15 132.75 128.75 125.75 93.25 115-00104.00 101.75 82.25 99.00 89.75 109.50 93.20 83.40 75.25 SP15 132-00 129.00 126.50 96.25 116.00102.75 101.50 85.00 103.00 89,00 110.40 94.60 84.25 75.75 'Ontario prices are in Canadian dollar figures t All forward prices are for onpeak delivery 4i CWYn9ht®2005,The McGraw-Hill Companies Chart2 2008 Options for Power Supply $14,000,000 $75.00 $70.00 $12,000,0004 " $65.00 w 4Y r ' a $10,000,000 -2 a ~~ r,,, $60.00 v $55.00 Annual Cost- a w/DAMPS 2008 a > v o $8,000,000 ,, � �� � g Annual Cost w/Market 2008 ** — DAMPS Option $/MWh o w Y wn kKw $50.00 Market Option $/MWh R $6,000,000 N { d $45.00 4 YY ' K $40.00 $4,000,000 $35.00 $2,000,000 $30.00 2005 2006 2007 2008 Year Page 1 Chart3 Estimate % Retail Electric Increase due to Power Supply $14,000,000 18.0% v ` $12,000,000 k 16.0% a .y 14.0% $10,000,000 xr' IN 12.0% "v a` "4 a v fi 'w $8,000,000 x 10.0% ( Annual Cost w/UAMPS 2008 FWMI Annual Cost w/Market 2008 a Retail Rate Increase w/UAMPS $6,000,000 °� ri "� K.��,,y ', ,� 8.0% % Retail Rate Increase w/Market j r n r 6.0% $4,000,000 4.0% $2,000,000 x n v 2.0% n�W a x w $0 ;. 0.0% 2005 2006 2007 2008 Pagel Truckee Donner PUD 2005 2006 2007 2008 2009 Annual Gross Load(kWh) kWh 145,382,066 150,360,868 153,368,085 156,883,657 Total Costs by Vendor $/MWH 52.34 53.70 53.56 $59.67 Total Energy Supply- UAMPS in 2008 $ 7,609,621 8,073,663 8,214,110 $9,361,462 Transmission- SPPCo. $ 901,136 893,023 951,106 966,353 Scheduling- NCPA $ 74,400 74,400 76,260 78,167 TOTAL BULK POWER COSTS $ 8,585,157 9,041,086 9,241,476 10,405,981 Total Delivered Cost$/MWH $/MWH $59.05 $60.13 $60.26 $66.33 Corresponding Residential Rate Increase $ $161,919 $19,568 $952,668 Each %equals approx$180,000 % 0.90% ° ° 0.11 /° 5.80/o $/MWH $72.00 Estimated Market Price 2008&$78.3/MWh $ $11,295,623 Transmission- SPPCo. $ 966,353 Scheduling - NCPA $ 78,167 TOTAL BULK POWER COSTS $ 12,340,143 Total Delivered Cost$/MWH $/MWH $78.66 Corresponding Residential Rate Increase $ $2 886 829 Each%equals approx$180,000 % 16.04% Chart Dec 13 Sch vs Load Dec 13th Schedule vs Load 25 20 15 3: EM Load Forecast —+--Actual Load 10 I'V 5 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 HourofDay Pagel EXHIBIT OF THE MASTER FIRM POWER SUPPLY AGREEMENT FOR THE SHAPED CAPACITY AND ENERGY TRANSACTION SCHEDULE Agreement: Shaped Capacity&Energy Agreement("Agreement')dated December 21,2005 between Lamps Pool and Uamps Firm attached hereto. Seasonal Entitlement Share: Each Participant will receive each month the monthly capacity amounts,as listed on Addendum attached hereto. Energy associated with the monthly capacity amounts shall be the sum of its HLH block schedule and LLH block schedule as listed on Addendum attached hereto. The HLH block energy and the LLH block energy can not exceed the monthly capacity. The HLH block energy means the sum of the HLH block schedule per hour for each day of the month including Sundays and NERC holidays starting hour ending 0800 through hour ending 2300 MPT The LLH block energy means the sum of the LLH block schedule per hour for each day of the month including Sunday and NERC holidays starting hour ending 2400 through hour ending 0700 MPT, Term: December 21,2005 to March 24,2009 Rate: Capacity and rates will be as listed in Exhibit 2 to the Agreement plus administrative and general costs,scheduling and wheeling fees as approved by the Board of Directors in the budget for the UAMPS Master Firm Project. Truckee Donner PUD By Date UTAH ASSOCIATED MUNICIPAL POWER SYSTEMS By Date z i i s ADDENDUM Capacity HLH Block Schedule LLH Block Schedule kW kW (kW Janua 2006 Februa 2006 March 2006 A 612006 May2006 June 2006 Jul 2006 Au ust 2006 September 2006 October 2006 November 2006 December 2006 Janua 2007 Februa 2007 March 2007 A ril2007 May 2007 June 2007 Jul 2007 Au ust 2007 Se tember 2007 October 2007 November 2007 December 2007 Janua 2008 25000 25000 19,000 Februa 2008 25000 25000 March 2008 16,000 23000 23000 1 ,000 A ri12008 21,000 21,000 14,000 Ma 2008 20,000 20,000 14,000 June 2008 19,000 19,000 14,000 Jul 2008 22,000 22,000 15,000 Au ust 2008 21.000 21,000 15,000 Se tember2008 1s,0oo 19,00o 14,000 October 2008 20,000 s 2a,000 15,000 November 2008 24,000 24.000 17,000 December 2008 25,000 25,000 Janua 2009 2o;aoo 25,000 25,000 20,000 Februa 2009 25.000 25,000 March 2009 23,000 23,000 16,000 t f k r t