HomeMy WebLinkAbout1997-015 Refinance Agrmt - BPA
Department of Energy
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208-3621
BPA Appropriations Refinancing, Public Law 104-134
January 21, 1997
Brian L. Almquist, City Administrator
City of Ashland
City Hall
20 East Main
Ashland, OR 97520
Dear Brian:
Last year the U.S. Congress enacted in Public Law 104-134, the 1996 Energy and Water Development
Appropriations Act (Act), a section (Section 3201) which resolves past interest rate subsidy criticisms
regarding the existing Federal Columbia River Power System (FCRPS) investments in a manner that
benefits Federal taxpayers while assuring BPA's customers that their repayment obligation will not be
changed in the future.
Section 3201(i) of the Act requires that the Bonneville Power Administration (BPA) offer certain
contract terms in all future and certain existing contracts for the sale of electric power, transmission, or
related services. BP A interprets "related services" to include any power or transmission service which is
sold by BPA: energy services, operations and maintenance agreements, and ancillary reserve services.
These contract terms are intended to fix the customers' obligations to repay interest and principal on old
capital investments.
BP A interprets section 3201 (i) to exclude purchase contracts such as power acquisition contracts and
conservation contracts; as well as other agreements which are not a "sale" by BP A such as net billing
agreements, Canadian Entitlement agreements, and facilities access agreements.
The purpose ofthis letter agreement is to offer a single amendment to all of your eligible contracts in
effect as of the effective date of this letter agreement to include the contract provisions specified in
Section 3201(i). For any future eligible contracts, BPA will also offer comparable contract terms to
fulfill the requirements of Section 320 I (i).
By this letter agreement, BP A offers to implement Section 320 I (i) for eligible contracts as follows:
1. ELIGIBLE CONTRACTS. Customer contracts with BPA are eligible if in effect as of the
effective date of this letter agreement, for the sale of electric power, transmission, or related services.
The Customer shall list those contracts it wishes to amend in the Attachment to this letter agreement.
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2. DEFINITIONS. Unless otherwise defined in this letter agreement, all capitalized terms shall
have the same meaning as specified in Section 3201.
3. IMPLEMENTATION OF SECTION 3201(i). Each contract listed in the Attachment to this
letter agreement is amended to include the following section:
"BPA APPROPRIATIONS REFINANCING ACT- P.L.I04-134
Consistent with Section 3201(i) of Public Law No. 104-134:
"(a) Bonneville shall establish rates and charges on the basis that:
"( 1) the principal amount of an old capital investment shall be no greater than
the new principal amount established under Section 3201(b) of Public
Law 104-134;
"(2) the interest rate applicable to the unpaid balance of the new principal
amount of an old capital investment shall be no greater than the interest rate
established under Section 3201(c) of Public Law 104-134;
"(3) any payment of principal of an old capital investment shall reduce the
outstanding principal balance ofthe old capital investment in the amount of the
payment at the time the payment is tendered; and
"( 4) any payment of interest on the unpaid balance of the new principal
amount of an old capital investment shall be a credit against the appropriate
interest account in the amount of the payment at the time the payment is
tendered --
"(b) apart from charges necessary to repay the new principal amount of an old capital
investment as established under Section 3 20 1 (b) of Public Law 1 04-134 and to pay the
interest on the principal amount under Section 3201(c) of Public Law 104-134, no
amount may be charged for return to the U.S. Treasury as repayment for or return on an
old capital investment, whether by way of rate, rent, lease payment, assessment, user
charge, or any other fee;
"(c) amounts provided under Section 1304 of Title 31, U.S. Code, shall be available
to pay, and shall be the sole source for payment of, a judgment against or settlement by
Bonneville or the United States on a claim for a breach of this section; and
"( d) the contract provisions specified in this section do not:
"(1) preclude Bonneville from recovering, through rates or other means, any
tax that is generally imposed on electric utilities in the United States, or
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"(2) affect Bonneville's authority under applicable law, including
section 7(g) ofthe Pacific Northwest Electric Power Planning and Conservation
Act, to:
"(A) allocate costs and benefits, including but not limited to fish and
wildlife costs, to rates or resources, or
"(B) design rates.
"(e) Terms used in this section shall have the same meaning as they have under
Section 3201(b) of Public Law 104-134.
"(f) References in this section to Section 3201 of Public Law 104-134 are to that
Section as approved by the 104th Congress and signed by the President in April
of 1996."
BP A makes no further representation as to the meaning or application of Section 320 l(i) other than the
specific terms offered herein.
If the terms and conditions ofthis letter agreement are acceptable, please sign the acceptance block on
both originals, and return one original of this letter agreement to me no later than April 30, 1997. The
remaining original is for your files. Thank you for your prompt attention to this matter.
Sincerely,
-p,~
J n Lebens
Account Executive
ACCEPTED:
Brian L. Almquist, City Administrator & General Manager
City of Ashland
By ~?'~~ l/-
Name Brian L. Almquis
(Print/Type)
Title
Date 2/4/97
Attachment:
List of Eligible Contract
ATTACHMENT
City of Ashland
LIST OF ELIGIBLE CONTRACTS
BPA Appropriations Refinancing, Public Law 104-134
The following contracts are amended to include the terms ofthe letter agreement executed on
, 199
Contract Number Contract Title
96MS-94924 Power Sales
DE-MS79-92BP93628 Reciprocal Operating & Emergency Repair Agreement
D E- MS 79-92BP93 666 Reimbursable and O&M Agreement
DE-MS79-81BP90432 Power Sales