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Resolution No. 8915 . . J 1 2 3 RESOLUTION NO. 8915 4 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON APPROVING AND ADOPTING A MARKET RISK MITIGATION POLICY FOR THE CITY OF VERNON 5 6 WHEREAS, by Resolution No. 7276 adopted on February 16, 1999, 7 the City Council of the City of Vernon approved a Resource Procurement 8 Plan and Credit Risk Management Policy for the Light & Power Department 9 in order to enable the Department to plan, execute and control the 10 management of a variety of risks inherent in power resource procurement 11 in the deregulated power market; and 12 WHEREAS, by Resolution No. 7489 adopted on February 15, 2000, 13 as amended by Resolution No. 7728 on March 21, 2001, the City Council 14 of the City of Vernon approved a Strategic Direction and Risk Tolerance 15 for Resource Procurement policy to establish a plan that enabled the 16 Light & Power Department to provide low cost power and optimize its 17 resource portfolio while managing and mitigating risk; and 18 WHEREAS, the functions and responsibilities for managing the 19 resource portfolio has been transferred to the Finance Department; and 20 WHEREAS, the Finance Department has prepared a Market Risk 21 Mitigation Policy (the "Policy") to establish a comprehensive, 22 integrated and effective risk management framework to provide explicit 23 and proactive risk management processes to mitigate the City's exposure 24 to market risk associated with forecast cash flow arising from rising 25 operating expenses and/or reduced revenues due to price fluctuations 26 with respect to its natural gas and electricity purchases; and 27 WHEREAS, the Finance Director recommends the approval of the 28 Policy in order to produce better financial and nonfinancial . . " 1 performance outcomes and less volatility; and 2 WHEREAS, the Policy will support and operate in conjunction 3 with all other policies and strategies of the City of Vernon. 4 NOW, THEREFORE, BE IT RESOLV8D BY THE CITY COUNCIL OF THE 5 CITY OF VERNON AS FOLLOWS: 6 SECTION 1: The City Council of the City of Vernon hereby 7 finds and determines that the recitals contained hereinabove are true 8 and correct. 9 SECTION 2: The City Council of the City of Vernon hereby 10 approves and adopts the Market Risk Mitigation Policy - Energy, a copy 11 of which is attached hereto as Exhibit A and incorporated by 12 reference. 13 SECTION 4: The Acting City Clerk of the City of Vernon 14 shall certify to the passage of this resolution, and thereupon and 15 thereafter the same shall be in full force and effect. 16 APPROVED AND ADOPTED this 7th day of December, 2005. 17 18 19 20 21 22 BRUCE V. MALKENHORST, JR. Acting City Clerk ATTEST: ~~ ~ LEONIS C. MAL URG, ay~r 23 24 25 26 27 28 - 2 - 1 STATE OF CALIFORNIA ss 2 3 4 I, BRUCE V. MALKENHORST, JR., Acting City Clerk of the City of COUNTY OF LOS ANGELES 5 Vernon, do hereby certify that the foregoing Resolution, being 6 Resolution No. 8915, was duly adopted by the City Council of the City 7 of Vernon at a regular meeting of the City Council duly held on 8 Wednesday, December 7, 2005, and thereafter was duly signed by the 9 Mayor of the City of Vernon. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 BRUCE V. MALKENHORST, JR. Acting City Clerk (SEAL) 25 26 27 28 - 3 - EXHIBIT A '. Market Risk Mitigation Policy - Energy December 5, 2005 TABLE OF CONTENTS 2 Article I. Purpose and Scope ......................................................................................... 2 Article II. Objectives and Strategies............................................................................... 2 Article III. Derivatives ..................................................................................................... 3 Article IV. Roles and Responsibilities................... ......... ...... ...... ..... ......... ............. .......... 3 Article V. Limit Determination........... ....... ....... ...... ..... .... ............. ........ ............. ..... .......... 4 Article VI. Monitoring and Reporting ............................................................. ......... ........ 4 Article VII. Policy Authority................. ...... ................ .......... ............... ......... ........... ......... 4 Article VIII. Lim its............................................................................................................ Market Risk Mitigation Policy Article I. Purpose and Scope Section 1.01 This Policy pertains to the mitigation of market risk, where market risk refers to City of Vernon's exposure to reduced cash flow (arising from rising operating expenses and/or reduced revenues), resulting from adverse market changes. Market risk includes risk associated with commodity price moves. Market liquidity risk is the risk that Vernon is unable to repurchase or sell (Le. liquidate) an instrument or portfolio within a reasonable period of time or at a reasonable cost due to inadequate market depth, market volume or market existence. Market risk may also result from short or long-term changes in correlation between markets or products (basis risk). Section 1.02 The City of Vernon is committed to establishing a comprehensive, integrated and effective Risk Management framework to provide explicit and proactive risk management processes as a means of producing better financial and non- financial performance outcomes and less volatility. Section 1.03 It is the intent that this Policy support and operate in conjunction with all other policies and strategies of the City of Vernon ("Vernon" or "the City"). Article II. Objectives Section 2.01 Market risk mitigation may be accomplished by utilizing both financial and physical instruments and will generally involve the use.of fixed price or cap/floor structures or embedded optionality. Section 2.02 As a municipal Light & Power and Gas Company with gas fired electricity generation assets, Vernon accepts the exposure to outright price risk from commodity purchase and sale transactions at market index. As part of the City's management process, market risk mitigation transactions may be completed to reduce the City's exposure to (i) market risk associated with forecast cash flows expected to be generated from budgeted capital programs; or (ii) price fluctuations with respect to a portion of its natural gas purchases to help achieve targeted returns on new investments and steady funding of existing projects. Article III. Derivatives Section 3.01 Derivatives are financial instruments derived from a cash market commodity, futures contract or other financial instrument. Section 3.02 Derivatives may not be used for speculative purposes, where speculation is defined as a profit-seeking activity unrelated to Vernon's Light & Power and Gas activities. Page 2 r. Article IV. Roles and Responsibilities Section 4.01 The City Council is responsible for: (a) Approving and authorizing the Policy. Section 4.02 The Executive Team is responsible for: (a) Approving market risk strategies and related execution; (b) Determining volumes applicable to market risk mitigation, subject to the limits in Article VIII, at the time a strategy is approved. Section 4.03 The [Power Resource Coordinator] is responsible for the following activities, in support of clearly defined City objectives, as they pertain to Vernon's Light & Power and Gas operations: (a) During the annual City Budget approval process, presenting an outlook for market prices together with recommendations for market risk management, including a proposed execution strategy detailing instrument types and a comparative risk analysis; (b) Ensuring the appropriate execution, management and reporting of market risk mitigation activity; (c) Reviewing adherence to the Market Risk Mitigation Policy and recommending action to support adherence; (d) Advising the Executive Team ofa change in underlying fundamentals that could reasonably be expected to impact forward markets by at least 10% and providing any necessary revisions to recommended market risk mitigation strategies. Section 4.04 The [Power Resource Coordinator] is responsible for: (a) Developing and supporting the implementation of the Market Risk Mitigation Policy, risk metrics and corporate exposure limits; (b) Monitoring the effectiveness of the Market Risk Mitigation Policy and recommending improvements; (c) Preparing the monthly Financial Risk Report; (d) Overseeing the completion of a cash flow at risk analysis for proposed risk mitigation strategies; (e) Providing concurrence to the execution of approved risk mitigation strategies. Article V. Limit Determination Section 5.01 Limits for risk mitigation activity pertaining to commodities are listed in Article VIII. All limits will be reviewed annually by the City Council coincident with the consideration .of the annual budget and capital program. Section 5.02 Estimated fuel volumes will be net, reduced by specifically identified fixed price arrangements referred to in Article VIII, and adjusted to reflect the effectiveness of the instrument to be used when compared to the underlying commodity for which market risk is being mitigated. Section 5.03 For purposes of this Policy, estimated electricity generation volumes will be adjusted for the effect of major changes in load. In the event a disposition results in a Policy limit exception, notice shall be provided to the City Council at the next scheduled meeting, together with a recommendation to resolve the exception. Page 3 Market Risk Mitigation Policy Article VI. Monitoring and Reporting Section 6.01 A Financial Risk Report will be prepared and reported on a [quarterly] basis to the City Council. Section 6.02 As described in Section 2.02, it is the Company's intention to enter into market risk mitigation transactions as part of its risk management process. These transactions will generally constitute economic hedges for risk management purposes, and where these transactions are derivative financial instruments, they will be marked to market for accounting purposes. Under mark to market accounting, changes in the value of these transactions in the current period will be included in the statement of earnings. Article VII. Policy Authority Section 7.01 The Executive Team, subject to the limits in this Policy, has full authority to approve the execution of market risk mitigation strategies from time to time, on an "opportunistic" basis. Section 7.02 Exceptions to the Policy will be reported immediately to the Chief Financial Officer of the Utility and the City, if different, and will be made available to the City Council at the next scheduled meeting. Article VI/I. Limits Natural Gas Limits Generation Fuel Supply - up to [75%] of the estimated fuel supply volumes (after taking into consideration any Long-Term Fixed Price Purchases listed below) reflected in the fiscal period covered by the approved budget, and up to [50%] of the estimated consumption volumes reflected in the subsequent [two] fiscal year periods, or such reasonably determined period by the [Power Resource Coordinator] and as reported to the City Council in connection with this policy. Long-Term Fixed Price Purchase - up to [75%] of the estimated fuel requirements for the Malburg Generation Project or any other generation project owned by the City, the City may seek sellers to provide natural gas, on a firm basis, into the pipeline system of the Southern California Gas Company. Such supply may be contracted for up to [15] years at a fixed price for the entire term of the contract, or such reasonably determined period by the [Power Resource Coordinator] and as reported to the City Council in connection with this policy. The City may choose to pre-pay the costs for such long-term fixed price purchase of natural gas to achieve additional discount savings for such reasonably determined period by the [Power Resource Coordinator] and as reported to the City Council in connection with this policy. Basis - up to 100% of the Corporation's basis exposure on estimated natural gas consumption volumes for the fiscal periods covered by the approved budget. Electricity Limits Generation - up to [50%] of the estimated net generation above the forecasted load demand within the City for a period of up to [10] years, or such reasonably determined period by the [Power Resource Coordinator] and as reported to the City Council in connection with this policy. Page 4