HomeMy WebLinkAbout20110207 - VIII-A-1E
To: Mayor Hicks and City Councilmembers
From: Tom Montgomery
Date: February 2, 2011
Re: Accept Proposal for Renewable Energy Credit Management Services
Council Action Requested: Council is requested to accept the enclosed
proposal from Avant Energy to manage the certifying and sale of Renewable
Energy Credits (REC) from the hydroelectric facility.
Background Information: The MN Public Utilities Commission recently ruled
that the RECs generated by the City's hydroelectric facility belong to the City and
not to Xcel Energy. (All the power generated by the hydro plant is sold to Xcel
through a long term power purchase agreement. Xcel had argued that
purchasing the power also included the RECs that were created.) Now that the
ownership of the RECs has been established, the City needs to certify and sell the
RECs that are created from our power generation.
Avant Energy's services will include tracking, registering and certifying the
City's RECs on a monthly basis, and working with brokers to find potential REC
buyers.
Avant Energy is a local energy management company that was formerly
known as Dahlen, Berg & Company. The City has used Dahlen, Berg & Co. for
past disputes with Xcel Energy, and utilized Avant Energy to help us understand
and follow the MN PUC decision making process on REC ownership. Avant
Energy was recommended to the City by the Suburban Rate Authority attorney
Jim Strommen, and the City of Saint Cloud is also considering a REC
management services proposal from Avant Energy.
Financial Impact: Avant Energy is proposing an annual fee of $1,000 plus a 5%
fee on gross revenue from REC sales. Additional 3rd party fees will include REC
certification and transaction and broker fees. Anticipated revenue will vary
greatly depending on REC commodity prices and hydropower facility generation.
A rough guess for 2011 City net revenue from REC sales may be as much as
$10,000.
Attachments:
• Avant Energy REC Management Services Proposal
Cft� df Hastlms + 101 FbL rM Street East + Haslings, MN 55033 -1955 9 k:e6i4 #23 + f-65id437-443 + 41ww uhastings mus
Proposal
for
REC Management Services
To
The City of Hastings
Utilities Department
1225 Progress Drive
Hastings, MN 55033
January 21, 2011
Avant Energy, Inc.
200 South Sixth Street, Suite 300
Minneapolis, MN 55402
612- 349 -6868
www.avantenergy.com
1 AVANT
00 E N E R G Y
January 21, 2011
Table of Contents
Table of Contents
Section 1. Background Page 1
Section 2. Scope Page 2
Section 3. Qualifications Page 3
Section 4. Staffing Page 4
Section 5. Schedule and Fees Page 5
January 21, 2011
Section 1. Background
Background
Hastings Provides a
Variety of Water
Services
Hastings Owns the
Lock and Dam No. 2
Hydroelectric
Generation Facility
Hastings has a
Purchase Power
Agreement with
Xcel Energy
The City of Hastings Utilities Department provides water,
wastewater, and hydroelectric services to 7,300 accounts in
Minnesota.
The City owns the Lock and Dam No. 2 facility located on the
Mississippi River in Hastings.
The Lock and Dam includes two turbines and two generators that
have a combined nameplate rating of 4.4 MW.
Hastings sells energy and capacity to Xcel Energy through a
Purchase Power Agreement (PPA).
The PPA between Hastings and Xcel Energy does not specify
ownership treatment of Renewable Energy Credits (RECs).
Hastings Owns the The Minnesota Public Utilities Commission (MN PUC) issued an
RECs Generated by order on September 9, 2010 confirming that Hastings owns the
the Lock and Dam RECs generated by the Lock and Dam facility.
Facility
Hastings Wants to Every MWh of energy produced by the Lock and Dam facility also
Increase Revenue by produces a REC at no additional cost. These RECs are purchased by
Selling RECs entities to meet state mandated renewable energy objectives.
Hastings will receive additional revenue by selling RECs.
Hastings Seeks Firm Hastings is seeking a firm to serve as its agent and provide REC
to Perform REC services for its renewable generation resources. These services will
Services begin February 1, 2011.
January 21, 2011
Section 2. Scope
Scope
Proposed Scope of This section describes the scope of work that Avant proposes to
Work perform for Hastings.
Register Hastings in RECs are tracked in an online portal called the Midwest Renewable
Midwest Renewable Energy Tracking System (M- RETS).
Energy Tracking
System (M -RETS) Avant will set -up Hastings as a Generator Owner in M -RETS by
submitting registration paperwork, configuring Hastings' system
access, and coordinating with the M -RETS staff. Avant will review
and update Hastings' registration documents on an annual basis as
required by the M -RETS rules of operation.
Avant will have read/write permissions in M -RETS and Hastings
will have read -only access to monitor activity in the system.
Manage the
M -RETS requires generators to record meter data monthly, and
Monthly Meter Data
Avant will coordinate the process with Hastings.
Process
Avant will also streamline the meter process by creating efficient
procedures that automatically gather and transfer data.
Coordinate with a
M -RETS requires generator owners to work with a Qualified
Qualified Reporting
Reporting Entity (QRE). It is the QRE's responsibility to validate
Entity (QRE)
and submit meter data in M -RETS. QRE's provide a clear
separation between reporting and selling RECs.
Avant will contract with a third party QRE, and then coordinate the
monthly exchange of data between Hastings and the QRE.
Utilize Relationship
Avant will act as Hastings' agent when working with brokers to
with REC Broker to
identify potential REC buyers. Avant will manage the broker
Identify Potential
relationship and all the required paperwork. Avant will work on
Buyers
Hastings' behalf to maximize each transaction's profit margin.
Manage REC Each transaction will require a contract between Hastings and the
Contract Execution buyer. The contract will include transaction details and payment
terms. Avant will draft the contract, review with both
counterparties, and manage the execution.
FA
January 21, 2011
Section 3. Qualifications
Qualifications
Uniquely Qualified Avant is uniquely qualified to provide REC services to Hastings.
to Provide REC Avant has provided REC services to Minnesota utilities since the
Services to Hastings inception of the M -RETS system in 2007. Avant has acted as
management agent for the Minnesota Municipal Power Agency
(MMPA), and REC procurer for multiple Great River Energy
Cooperatives.
Experience Utilizing
Avant has extensive experience in buying and selling energy related
Brokers in Energy
commodities. Over the years, Avant has built strong relationships
Transactions
with multiple brokers.
Expertise in
Avant has expertise in M -RETS system interface processes such as
M -RETS System
registering, transferring, and retiring RECs. Avant also creates and
Management
maintains M -RETS user accounts.
Works Closely with
Avant works closely with APX, the M -RETS system administrator.
APX (M -RETS
Avant also regularly attends M -RETS user group meetings to stay
Administrator)
up -to -date on changing rules and regulations. This allows Avant to
keep customers such as Hastings informed of important REC issues.
Provides Local Avant personnel are located near Hastings in Minneapolis, and are
Knowledge and available to provide local support to Hastings as needed.
Support
January 21, 2011
Section 4. Staffing
Staffing
Staff Dedicated to The Avant staff listed below will provide REC Services to Hastings.
Hastings
Joseph V. Fulliero Joe Fulliero is a principal at Avant Energy and serves as the Vice
President of Operations. Mr. Fulliero has over 25 years experience
in generation planning, load forecasting, generation dispatch, fuel
and trading. He has broad experience in power and gas operations in
the NE, NY, PJM, Midwest and SERC regions. Mr. Fulliero has a
BS in Engineering, a BA in Liberal Arts and an M.S. in
Management.
Oncu H. Er Oncu Er is a principal at Avant Energy, Inc. He oversees the long term
planning for MMPA's energy supply portfolio and is also the Senior
Trader for Avant Energy. Oncu also manages the entire Minnesota
Municipal Power Agency REC portfolio. He has over eleven years of
experience in natural gas and electricity futures and options trading. Mr.
Er received a B.A. in economics magna cum laude from Macalester
College. He received an M.B.A. in finance from University of
Minnesota's Carlson School of Business.
Molly J. Weyandt Molly Weyandt joined Avant Energy in 2007 as a Business Analyst.
She is currently the Manager of Power Services. Ms. Weyandt has
expertise in back - office operations including MISO settlements,
NERC compliance, and energy system administration. Ms. Weyandt
received a B.A. in Business Management cum laude from the
College of Saint Benedict.
Steven D. Lyons Steven Lyons joined Avant Energy in 2010 as an Analyst. Mr. Lyons
is responsible for back - office operations, MISO settlements, and M-
RETS system administration. Mr. Lyons received a B.S. in
Marketing from Saint Cloud State University and an M.B.A from the
University South Carolina.
rd
January 21, 2011
Section 5. Schedule and Fees
Schedule and Fees
Proposed The following implementation schedule allows for a smooth
Implementation transition to Hastings' participation in the REC Market. The listed
Schedule tasks represent a two -week transition period once Hastings and
Avant have executed an agreement for services.
Execute Agreement for Services
Week 1
Complete Registration Paperwork
Week 1
Configure Software Systems
Week 1
Develop Meter Tracking Files
Week 2
Execute Broker Contract
Week 2
Approve REC Sales Agreement
Week 2
Fee Structure and MMPA proposes to enter into an arrangement with Hastings that
Invoice Process includes all REC sales generated from the Lock and Dam facility.
The agreement would include the following invoice provisions:
3r Part Charges
Avant proposes to pass on all 3 rd party charges to Hastings without
adding any mark up. These costs will include M -RETS registration
fees, transfer fees, and Qualified Reporting Entity fees, as well as
other transaction and broker fees, etc.
Avant Commission
Avant would charge an annual flat fee of $1000. Avant would also
charge a variable fee of 5% of the gross revenues on REC sales.
Invoice Timeline
Avant would send all applicable fees on a monthly basis with a
payment term of net 30.
Term The proposed term is two years with a 6 month renewal notice.