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HomeMy WebLinkAboutVAN HORN CONSULTING - 2005-03-10�CONTRACTS SUBMITTAL TO CITY CLERK'S OFFICE To: JOAN FLYNN, City Clerk Name of Contractor: VAN HORN CONSULTING Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake —Huntington Central Park Economic Analysis Amount of Contract: Not to exceed $94,500.00. Copy of contract distributed to: The original insurance certificate/waiver distributed t Initiating Dept. ❑ o Risk Management ❑ City Treasurer ❑ ORIGINAL bonds sent to Treasurer ❑ PVA� � I­ Name/Extensio City Attorney's Office Date: L,�-2 AMENDMENT NO.2 TO AGREEMENT BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH AND VAN HORN CONSULTING THIS AMENDMENT is made and entered into by and between the REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public body, hereinafter referred to as "Agency," and VAN HORN CONSULTING, a sole proprietorship, hereinafter referred to as "Consultant." WHEREAS, Agency and Consultant are parties to that certain agreement, dated March 10, 2005, entitled "Professional Services Contract Between the Redevelopment Agency of the City of Huntington Beach and Van Horn Consulting for Economic Analysis - Huntington Beach AES Power Plant," as previously amended by Amendment No. 1 thereto, which agreement shall hereinafter be referred to as the "Original Agreement," and Agency and Consultant wish to further amend the Original Agreement to provide for additional work by Consultant and additional compensation to Consultant, NOW, THEREFORE, it is agreed by Agency and Consultant as follows: 1. ADDITIONAL WORK Consultant shall perform additional tasks described as Proposed Tasks 4, 5, 6, and 7, as set forth in Consultant's proposal dated April 17, 2006, a copy of which is attached hereto as Exhibit "A" and incorporated by this reference as though fully set forth herein. Consultant shall commence work on Proposed Task 4 immediately upon execution of this Amendment by Agency. Consultant shall not commence nor perform any work on Proposed Tasks 5, 6, and 7 unless and until Consultant has received prior written authorization to proceed with such Tasks from Agency's Deputy Executive Director. 2. ADDITIONAL COMPENSATION Section 4 of the Original Agreement, entitled "Compensation," is hereby amended to read as follows: In consideration of the performance of the services described herein, AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed Ninety -Four Thousand Five Hundred Dollars ($94,500.00). 06agreeNan Horn Amendment # 2 3. REAFFIRMATION Except as specifically modified herein, all other terms and conditions of the Original Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties herto ha,,caused this Agreement to be executed by and through their authorized officers on / —2996. VAN HORN CONSULTING, a sole proprietorship ��Zdi �"' �✓ �Gt-del �7V %''47 print name REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public body Deputy ixecutive Direc r ITS: (circle one) C'resiereilt APPROVED AS TO FORM: AND print name ITS: (circle one) Secretary/Chief Financial Officer/Asst. Secretary - Treasurer s�ZAgen y General Co e11 I' �/, 6�06 REVIEWED AND APPROVED: 2 Executive Director (only for contracts $50,000 and over) 06agreeNan Horn Amendment # 2 EXHIBIT A VAN HORN CONSULTING Economic, Technical & Management Consulting Memorandum 12 Lind Court Orinda, California 94563-3615 925 254-3358 Phone 925 254-3359 Fax consulting@vhcenergy.com To: Shari Freidenrich, Teresa Judd, & Paul D'Alessandro, Assistant City Attorney From: Andy Van Horn, James Tsui Date: April 17, 2006 Re: Review of April 13 Meeting/Conference Call with BOE & AES and Proposed Additional Tasks to Further Inform BOE Observations and Recommendations The following are our observations and recommendations after last Thursday's meeting. During the call the BOE staff indicated their interest in reference materials that would be informative. Although a number of useful documents are cited in VHC's spreadsheet, BOE doesn't have these documents and are unlikely to get them in a timely fashion, if at all. 'J I think we should provide several source documents and citations to them as soon as possible. Beyond supplying the CPUC documents, VHC could summarize their salient points. These points should also be summarized in a set of briefing materials (i.e. a Powerpoint presentation format) updating the results we presented in the meeting. A proposed task to do this is given at the end of this memo. As I discuss below, I have some new insights that will demonstrate unequivocally why the appropriate replacement plant as of l/l/2006 is a Combustion Turbine, not a Combined Cycle unit. I could summarize this analysis in several slides that could be transmitted to Stanley Siu via email next week. Strategically, you could easily send a "follow-up" email early next week to Stanley Siu, mentioning the fact that several times during the conference call BOE staff indicated an interest in reference materials. Your email could be accompanied by the proposed presentation. (Note: BOE tried to be helpful by citing sections of the assessor's manual to us, we should return the favor.) Several primary documents I have relied on are SCE filings about market prices and a recent contract SCE signed with a cogenerator. Although Eric tried to question SCE's CT proxy capacity value, the value I used has been filed in both SCE's general rate case and in the SRAC (short run avoided cost) proceeding, subject to downward adjustments that I have just figured out how to calculate for BOE assessment purposes. Other documents that BOE should be aware of, give installation costs for CTs and CCGTs that are more recent 46 Memo to Shari Freidenrich, Teresa ?, & Paul D'Alessandro, Assistant City Attorney Page 2 of 6 April 17, 2006 and probably higher than BOE is using. These are based on recent filings at the CPUC for new combined cycle plants in California. These costs are considerably higher than two years ago and were the basis for VHC's replacement cost valuation. 2. Eric Pendergraft stated that two of the AES-HB generating units were operating only 5% of the time and that two were operating 70% of the time. (Probably, units 1 and 2, since they are under RMR contracts.) This makes our point that, at the very least, the two units operating at 5% should be replacement cost valued as combustion turbines (CTs), not as baseload combined cycle units (CCGTs). Eric's statement warrants further explanation. Although units 1 and 2 are "operating" 70 percent of the time, they are probably providing spinning reserves for much of that time and are not generating power. FERC quarterly report submissions by AES indicate overall plant generation in 2005 for all 4 units was a combined 15 percent capacity factor, which can be consistent with Eric's statement only if many "operating hours" were "non - generating" hours. Moreover, the point of my graph had to do with MWh generated and prices for MWh, not for spinning reserves, which are another source of income, not adequately considered (if at all) by BOE. The FERC/EIA data is not divided by generating unit. EPA data, on the other hand, measure stack emissions and Btu for each unit — and could tell us the relative loading and operating hours for each unit. We can get it later and analyze it, in order to understand how the individual units are being operated and when, and hence what revenues they would command in the market. I believe that further thinking, research and explanation can drive home our points about the differences between CTs and CCGTs. VHC engineers and I can have already discussed the arguments raised by AES. We can point out and reemphasize with simple numerical examples that the physical, external and function obsolescence factors used by BOE can better reflect the way these different types of generating units actually earn their money. A replacement plant would also earn money by providing capacity, energy and ancillary services in the same fashion as the existing plant, as BOE stated: "to produce the same benefit." Wade Norwood, cited the "principle of substitution," which should mean the same thing, but cannot, if the replacement plant is a Combined Cycle. The more I think about this, the more I think BOE needs to consider improvements to its methodology for valuing power plants. (Neither CTs nor CCGTs are replicas of existing steam plants, but the BOE's obsolescence factors should be as close to 1.0 as possible. Otherwise, they're trying to compare the value of a Freightliner diesel truck to a Honda Civic by scaling things like gas miles per gallon or to compare apples and cabbages based on weight, etc.) 4. There are other issues that remain relevant, such as the site value. The Board Staff indicated that Board Rolls indicate acreage as well as site value and value of improvements. Section 326 of some document indicates maps. It would be useful for the City to get this data. Mike Heineke could also review p 13, Sec 501? of the Assessor's Memo to Shari Freidenrich, Teresa ?, & Paul D'Alessandro, Assistant City Attorney Page 3 of 6 April 17, 2006 Handbook and craft his own arguments to refute the BOE's interpretation of "highest and best" use. He made some cogent arguments in our post -call conversation, which should be written down. Overall, the Board pretty much ignores appreciation in the site value by assuming that remediation and other costs would be a wash. Of course, it would take more detailed study to determine this. Meanwhile, BOE won't reveal what they actually do for the AES-HB site. The BOE stated again that the $35,100,450 value for the 22.05 acres was a 2003 value. At a minimum, you could go before the BOE in May and point out the appreciation in HB land values. You can make several overarching points to the Board: a. The site values need to be updated and reflect the unique infrastructure and coastal location, b. The BOE's replacement value choice of a CCGT is not appropriate in all cases and should be changed in accord with the presentation I propose below. c. The use of below market contracts in the income approach needs to be revisited. These are similar to the points you made last year, but you could use the forum to provide the Board with updated information. 6. The CEC license extension proceeding. Although I believe the outcome is foreordained and that the operating license will be renewed absent new information, I believe that the City should intervene. It is simple to do and, perhaps, can elicit some useful information, as well as putting AES on notice that the City is interested. Moreover, it will give the City a better position to raise issues before the CEC, when and if they arise in the future. And, certainly, in 2011 or before, when AES applies for a new license, the CEC will be aware of the City's interest and can't say, "well no-one raised the issue, so..." The intervention could be as simple as asking the CEC or AES to explain AES statement on page 1 of Attachment A to its submittal to the CEC: 2005 Annual Compliance Report for the Huntington Beach Generating Station (00-AFC-13), which reads: "2) A summary of the current project operating status and an explanation of any significant changes to facility operations during the year. Inclusive in the reports are our operating characteristics. We have not seen any significant changes in our facility operations with the exception of our run profile being expanded above initial projections. " [Italics and bold emphasis added.] The City should ask for the AES-HB reports and an explanation or analysis of the effects and impacts of the expansion of the run profile. Were any steps needed to mitigate the impacts of the expanded run profile or are the impacts de minimis? How was this determined? Memo to Shari Freidenrich, Teresa ?, & Paul D'Alessandro, Assistant City Attorney Page 4 of 6 April 17, 2006 Nevertheless, the City should request the reports and the projections of run profile and any related projections about the plant's operations (current and initial.) In addition, the City should also request the reports filed by AES to the CEC's compliance manager, CPM, cited on p 3 of 22 for condition AQ-11: "Project owner shall provide operating records, including fuel use data and total operating hours for Units 3 and 4 and Unit 5..." This information would be helpful for valuation purposes, as well as monitoring environmental impacts that are usually proportional to plant operations. 7. Eric Pendergraft stated that AES-HB plant capacity factors were declining like Redondo Beach, which means that plant generation is decreasing. But operating hours do not appear to be declining for units 1 and 2, according to Eric. He also stated that at least two units frequently operate at a minimum loading of about 10 percent. (I specifically asked whether the minimum load was 60 percent of full load and whether or not the SCRs required operation at 60 percent in order to keep operating properly. He said no, 10 percent minimum load operation worked fine. Indeed, 10 to 30 percent is a reasonable minimum load value for a steam generating station like AES-HB. However, my example used numbers characteristic of a combined cycle unit. Hence, Eric's answer verified that the operating characteristics of the AES-HB plant are very different than a replacement CCGT would be. Given the notable reluctance of AES to provide any information about the plant, including publicly available information, I would recommend that the City intervene in the CEC proceeding. If it does, the City should ask the CEC to create a file of all public documents and forms required to be submitted by the plant owner or operator and to maintain this file in a location where it would be accessible to the City or its designated representatives. If the CEC can't do this as a requirement of its license extension, the City should create such a requirement before approving Poseidon or the 2011 license. (It is a waste of time to be chasing after AES for public data.) 9. Overall, I think that the City can make further headway with BOE, both with the Board and with the Staff. I also think that limited intervention at the CEC, asking the questions listed above, is warranted. Finally, I would be interested in any additional feedback from you, Mike, Steve or Paul on what we learned from the meeting. Status of Current Contract Tasks Task 1: Additional Interaction with BOE/Staff This task was budgeted for 24 hours. Preparation for the April 13 meeting, the meeting itself and this memo have completed the "keep the ball rolling" effort under this task. Task 2: Develop a "Straw Man" Replacement Cost -Based Valuation Memo to Shari Freidenrich, Teresa ?, & Paul D'Alessandro, Assistant City Attorney Page 5 of 6 April 17, 2006 The VHC "straw man" valuation was developed, based on information from the CEC, FERC, EIA and CPUC, as well as SCE and the market. 56 hours were allotted; 85+ hours were spent developing the data, methods and valuation. The results were presented on April 13 and could be updated, based on what I learned at the meeting. Task 3: Reevaluate the AES-HB Plant Income Potential Based on Results of SCE's Recent Power Solicitations SCE cancelled its power solicitation. Eric Pendergraft mentioned that AES had bid, but, of course, provided no information. Nevertheless, VHC prepared an income/capitalized earnings valuation, which I presented on April 13. No hours were budgeted; 30 hours were spent. I have just submitted an invoice for these completed tasks for the amount budgeted for Tasks 1 and 2, $17,000. Proposed Tasks: The following tasks will build on Tasks 1 through 3 and enable VHC and the City to press forward in our dialogue with BOE, while there is still time to influence the 2006 valuation. These proposed tasks will continue to lay additional ground work to better inform BOE staff about the electricity market and to improve their valuation of the AES-HB power plant. Task 4: Prepare Powerpoint Presentation for Stanley Siu and BOE Staff with Examples and Updated Results The presentation would include the following topics: How to Determine the Most Appropriate Replacement Technology for an Existing Generating Plant - An economic screening comparison will demonstrate that a CT, not a CC, is the appropriate replacement plant technology to apply. How to Calculate Obsolescence Factors for Capacity Payments (MW) and Energy Payments (M") for an Existing Power Plant - Several slides would demonstrate the methods for calculating functional, physical and external obsolescence factors, to address some of the issues raised by Eric Pendergraft and Wade Norwood, as well as BOE. Updated Replacement Cost Valuations and an Income/Capitalized Earning Valuation Based on Information from April 13 Meeting and New Insights Information Sources for Replacement Capacity Costs, Capacity Values and Market Prices Estimated Level of Effort: 38 hrs from Andy Van Horn and James Tsui. Estimated Costs: $9,500 Deliverable: Powerpoint presentation discussing Methods, Data and including Updated Valuation Results for electronic transmission to Stanley Siu and other interested parties. Memo to Shari Freidenrich, Teresa ?, & Paul D'Alessandro, Assistant City Attorney Page 6 of 6 April 17, 2006 Task 5: Continued Interaction With BOE Staff This task will keep the dialogue alive, provided BOE has questions on the presentation prepared in Task 1, or if it wishes to discuss other aspects of the methods or the behavior of the electricity market. It includes 4 hours for James Tsui to appear with you before the Board in Sacramento at the May meeting, if you wish. Now that we have BOE staff s attention we should budget at least 4 person days to cover possible interactions, even after May, in order to be able to continue our dialogue with BOE staff. Estimated Level of Effort: 36 hours, James Tsui, Andy Van Hom and Mike Katz Estimated Cost: $9,000 Deliverable: Meeting with BOE staff, phone discussions, brief presentation to the Board in May in Sacramento Task 6: Prepare A Report Discussing VHC's Valuations of the AES-HB Power Plant This report would discuss our updated findings and results and would be directed to the City Council, as well as to the BOE. It would summarize the results and recommendations from Tasks 1 through 5. Estimated Level of Effort: 18 hours, Andy Van Horn Estimated Cost: $4,500 Task 7: Review CEC materials and Make Recommendations As Needed. Assuming the City decides to file to intervene, in order to gain access to data submitted by AES, enhance its position in future proceedings and to find out what AES-HB means by an "expanded run profile," VHC would review materials and support the City, as needed. Estimated Level of Effort: 24 hours, Andy Van Horn, James Tsui Estimated Cost: $6,500 Conclusions: I think we now have BOE's attention. Based on what I learned from the meeting last Thursday, the City should be able to help the BOE derive a more accurate assessment for the AES-HB power plant, if it continues the dialogue with BOE. I also think that a pro -forma intervention with the CEC is desirable for the reasons given above. I look forward to discussing these recommendations and additional efforts with you and the other Huntington Beach personnel working on this issue. Exhibit " B" VAN HORN CONSULTING SCI-EJDULE OF FEES FOR PROFESSIONAL SERVICES The Van Horn Consulting Group provides its professional services on a time and expenses basis by applying he following hourly billing rates: Professional Fees: Dr. Andrew Van Horn $250 Dr. Greg Hamm $300 Mr. David Arpi $250 Dr. Edward Remedios $200 Dr. Keith VVhite $200 Dr. Ronald. Cooper $180 Dr. Constance Miller $140 Mr. Blair Schmicker $110 Research Assistant $ 80 Clerical support $ 50 Direct expenses, including copying, travel, delivery services and the like, are billed at our cost. Other arrangements, including a retainer or fixed fees can be negotiated to meet client needs. .r 1. Date: 2. Department 3. Requested by: CITY OF HUNTINGTON BEACH Professional Service Contracts Purchasing Certification July 6, 2006 Economic Development Stanley Smalewiz 4. Name of consultant: Van Horn Consulting 5. Attach the written statement of the specification, conditions and other requirements for the requested services that was provided to solicited consultants in your answer to 11 of this form. 6. Amount of the contract: $94,500 7. Are sufficient funds available to fund this contract?' ® Yes, ❑ No 8. Company number and object code where funds are budgeted: 30580101.69325 9. Is this contract generally described on the list of professional service contracts approved by the City Council'? ® Yes, ❑ No 10. Is this contract within $25,000 or 25% (whichever is less) of the amount stated on the list of professional service contracts approved by the City Council?' ® Yes, ❑ No 11. Were (at least) informal written proposals requested of three consultants? ❑ Yes, ® No Explanation: N/A - Amendment #1 12. Attach list of consultants from whom proposals were requested (including a contact telephone number). 13. Attach proposed scope of work. 14. Attach proposed payment schedule. Department Head Signature RI HARD A DRIL, Manage Purchasing/Central Services ' If the answer to any these questions is "No," the contract will require approval from the City Council. Professional Services Contract Purchasing Certification June 2006 su it:y Contracts Submittal to Et F-* City Clerk's Officey " H�,� 2005 DEC 27 PM 3: 30 CITY To: City Clerk ri�I�d�'i Oil 14UNTI'MIGTC7' ,J D AC11 1. Name of Contractor: Van Horn Consulting (Amendment #1) 2. Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake — Huntington Central Park Economic Analysis- Huntington Beach AES Power Plant 3. Amount of Contract: $65,000 Copy of contract distributed to: The ORIGINAL insurance certificate/waiver sent to Risk Management Initiating Dept.` City Treasurer _ ORIGINAL bonds sent to Treasurer City Attomey's Office Date: 12/23/05 I` -k4 g:/Attymisc/forms/city clerk contract transmittal.doc AMENDMENT NO. 1 TO AGREEMENT BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH AND VAN HORN CONSULTING THIS AMENDMENT is made and entered into by and between the REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public body, hereinafter referred to as "Agency," and VAN HORN CONSULTING, a sole proprietorship, hereinafter referred to as "Consultant." WHEREAS, Agency and Consultant are parties to that certain agreement, dated March 10, 2005, entitled "Professional Services Contract Between the Redevelopment Agency of the City of Huntington Beach and Van Horn Consulting for Economic Analysis - Huntington Beach AES Power Plant" which agreement shall hereinafter be referred to as the "Original Agreement," and Agency and Consultant wish to amend the Original Agreement to provide for additional work by Consultant and additional compensation to Consultant, NOW, THEREFORE, it is agreed by Agency and Consultant as follows: 1. ADDITIONAL WORK Consultant shall perform the additional tasks set forth in Consultant's proposal dated August 16, 2005, a copy of which is attached hereto as Exhibit "A" and incorporated by this reference as though fully set forth herein. 2. ADDITIONAL COMPENSATION Section 4 of the Original Agreement, entitled "Compensation," is hereby amended to read as follows: In consideration of the performance of the services described herein, AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit `B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed Sixty-five Thousand Dollars ($65,000.00). 05agree/amend van hom 3. REAFFIRMATION Except as specifically modified herein, all other terms and conditions of the Original Agreement shall remain in full force and effect. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers on VAN HORN CONSULTING, a sole REDEVELOPMENT AGENCY OF THE proprietorship CITY OF HUNTINGTON BEACH, a public body i- ���e� -� %�r<�� ✓. f<���a /,�, Deputy xecutive Director print name ITS: (circle one) C t A. 'ROVED AS TO FORM: AND LE print name ITS: (circle one) Secretary/Chief Financial Officer/Asst. Secretary - Treasurer - r g ncy Generaf4rounsel REVI A APPROVED: Exec e Director (only for co cts $50,000 and over) 05agree/amend van horn 2 VAN HORN CONSULTING Economic, Technical & Management Consulting August 16, 2005 Shari L. Freidenrich, CPA, CCMT, CPFA Treasurer City of Huntington Beach 2000 Main Street P.O. Box 190 Huntington Beach, CA 92648 61 Moraga Way, Suite 1 Orinda, California 94563-3029 925 254-3358 phone/fax vhconsult@earthlink.net RE: Proposal for Follow -On Assistance Regarding the California Board of Equalization's Valuation of the AES Huntington Beach Power Plant Dear Shari: Van Horn Consulting's (VHC's) work under our existing contract to assist the City of Huntington Beach (City) regarding the California Board of Equalization's (BOE's) valuation of the AES-Huntington Beach (AES-HB) power plant is nearly completed. We have submitted our draft final report evaluating the BOE's recent valuations of the plant and recommending valuation process improvements for the future. Along the way, we met with City and AES personnel as well as Board member Claude Parrish and his advisors, engaged in a conference call with BOE staff and provided supporting testimony during your appearance before the Board this past May. VHC anticipates that the remaining limited work scope and budget under the existing contract will provide for a one -day meeting with City personnel and a one -day exploratory meeting with BOE member(s) and/or staff to begin pursuing valuation methodology changes addressed in our report for application in the 2006 valuation cycle. This letter proposes limited follow-on work to assist the City in effectively pursuing an improved and more transparent valuation process, in order to address future power plant valuations that may be affected by new power contracts or even construction of new and more profitable replacement generating units at the AES-HB site. The proposed Scope of Work and Personnel/Budget allocation are presented below. I. PROPOSED SCOPE OF WORK This proposal describes three tasks aimed at "keeping the ball rolling" through the end of 2005. Additional or subsequent work may become desirable, depending especially on the outcome of our interactions with the BOE and/or BOE staff, and on developments regarding the AES-HB power plant, such as new contracts or announced plans to construct new generating units. Shari Friedenrich Page 2 August 16, 2005 Task 1: Additional Interaction with BOE/Staff. In this task VHC will conduct follow-on interactions with the BOE or BOE staff, to ✓ clarify and further advance VHC's and the City's recommendations regarding the valuation process, and ✓ request and evaluate data and procedural information from that process, which may become more available now that urgencies of the 2005 valuation cycle have passed. The extent of this effort will clearly depend on future developments, but VHC proposes a "keep the ball rolling" effort of 3 person days or 24 hours. Task 2: Develop a Specific "Straw Man" Replacement Cost -Based Valuation The BOE's valuation of the AES-HB plant emphasized the income -based approach for 90 percent of its valuation, versus a 10 percent weighting of the replacement cost less depreciation (Rep1CLD) approach. However, developments to date make it worthwhile to develop and present to the BOE a trial quantitative Rep1CLD-based valuation of the AES-HB plant. This is worthwhile for several reasons: 0 BOE rules and procedures require that if multiple valuation approaches are used (the BOE has used the Rep1CLD approach in combination with the income -based approach), the approaches should be reconciled. Thus, if a credible Rep1CLD-based valuation is substantially higher than the BOE's recent valuations of the plant, this should prompt efforts and discussions regarding reconciliation, perhaps including critical reevaluation of the income - based valuation. 0 Much of the information required to develop a full income -based valuation is still unavailable to us, including information on plant operating costs, on the tolling contract with Southern California Edison (SCE), actual revenues recently achieved by AES under the tolling contracts, any other revenues achieved by AES (as implied by FERC data forms), and revenues achieved by AES's tolling contract counterparties (Williams and SCE). 0 Rep1CLD valuation necessarily includes valuation of the site itself, as part of cost of replacing the plant. This provides a good platform for calling attention to the site value including the importance of rising coastal Huntington Beach property values and the unique value of the site for generation development, including the ability to avoid or minimize otherwise costly and difficult infrastructure (especially transmission) and permitting hurdles. Based on the Shari Friedenrich August 16, 2005 Page 3 information reported in our recent draft report, we suspect that site value by itself would be about as high as the total value the BOE has assigned to the plant (perhaps higher), without even considering AES's substantial investment in the plant. Site value also contributes to income -based assessment of value. A key aspect of developing a specific Rep1CLD valuation will be more in-depth evaluation of how recent property sales information should be used to estimate the value of the AES-HB plant site. We will also continue to pursue whether and how the unique site value for electric generation can be quantified as "higher and better" than already high -valued residential/ commercial development prospects for the site. Additionally, VHC's recent final report to the City regarding AES-HB plant valuation points out several issues regarding assumed replacement generation property and its operation, as well as regarding how depreciation and obsolescence factors are applied to replacement cost in order to derive a Rep1CLD-based plant valuation. In this task, we will now develop and apply specific quantitative estimates regarding replacement cost, operation of a replacement plant, and application of depreciation and obsolescence factors. The result of this Task will be a short report or memorandum summarizing important issues, uncertainties and assumptions regarding the Rep1CLD valuation, the likely correspondence of our approach to the BOE's approach (for which the specifics are currently confidential), and the actual, quantitative valuation result. The proposed level of effort for this task is 7 person -days or 56 hours. Optional Task 3: Reevaluate AES-HB Plant Income Potential Based on Results of Southern California Edison's Recent Power Solicitations In 2005, Southern California Edison released two solicitations for power. Some aspects of the resulting offers and contracting arrangements will become public and be submitted to the California Public Utilities Commission (CPUC) in the near future. Such information, as well as public discussion and resolution regarding the CPUC's Market Price Referents used for evaluating and compensating renewable energy providers, can provide an improved basis for estimating the market value of energy and other power services (capacity, local reliability, capacity) in the Los Angeles area. VHC can assist the City in evaluating if such information justifies a more market -based estimation of the AES-HB plant's income potential under the income -based valuation approach, versus a tolling contract -based estimation such as now applied by the BOE. If any publicly released power purchase information applies specifically to the AES-HB plant (such as regarding a new contract with SCE, or regarding intent to build a new plant), then such information will be very important for reevaluation of the plant's valuation, especially since it Shari Friedenrich August 16, 2005 Page 4 will likely require significant changes to the BOE's current assumptions, when conducting the 2006 and subsequent valuation cycles. The proposed level of effort for this task is not specified since Task 3 is optional and would depend on future developments. However, VHC could allocate 1 person -day or 8 hours to screen the released information on the SCE power contracts and on Market Price Referents, in order to recommend whether or not any further steps are warranted. II. STAFFING, SCHEDULE AND FEES FOR PROFESSIONAL SERVICES VHC provides its professional services on a time and expenses basis, although other arrangements can be made to meet client needs. Expenses, such as travel, copying, reports, communications, delivery services and the like, are billed at our cost. Our current hourly professional billing rates are shown at the end of this letter. The work proposed above would be carried out on a schedule to be mutually agreed upon. Keith White, Ph.D. and I will perform the work under my direction with assistance as required by Edward Remedios, Ph.D. or James Tsui, MBA. Estimated professional fees for the estimated 80 professional man hours needed to accomplish Tasks 1 and 2 would be $17,000. An expanded scope of work could be developed later, if it is warranted by future events, such as our interactions with the BOE staff, the outcomes of SCE's power solicitation, or potential new developments at the plant itself. We look forward to continuing our analysis of the power plant valuation process on behalf of the City. If you have any questions, please call me. Sincerely yours, Andrew J. Van Horn, Ph.D. Shari Friedenrich August 16, 2005 VAN HORN CONSULTING SCHEDULE OF FEES FOR PROFESSIONAL SERVICES Page 5 August 1, 2004 The Van Horn Consulting Group provides its professional services on a time and expenses basis by applying the following hourly billing rates: Professional Fees: Andrew Van Horn, Ph.D. $250 Greg Hamm, Ph.D. $300 Michael Katz, M.S., P.E. $300 Kristine Chase, Ph.D. $250 James Tsui, B.S.E., MBA $220 Edward Remedios, Ph.D. $200 Keith White, Ph.D. $200 Constance Miller, Ph.D. $140 Mr. Blair Schmicker, B.A. $110 Research Assistant $ 80 Clerical support $ 50 Direct expenses, including copying, travel, delivery services and the like, are billed at our cost. Other arrangements, including a retainer or fixed fees, can be negotiated to meet client needs. su _ ity Contracts Submittal to City Clerk's Office H niBeach• 3I ti; f T Y 0. F 0N' bEA C,:'i, CA To: City Clerk 2005 h7,A Pi 1 1 P 3: 31 1. Name of Contractor: Van Horn Consulting 2. Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake — Huntington Central Park Economic Analysis- Huntington Beach AES Power Plant 3. Amount of Contract: $48,000 Copy of contract distributed to: The ORIGINAL insurance certificatelwaiver sent to Risk Management Initiating Dept._ City Treasurer ORIGINAL bonds sent to Treasurer City Attorney' s Office Date: 3/10/05 g:lAttymisclformslcity clerk contract transmittal.doc PROFESSIONAL SERVICES CONTRACT BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH AND VANHORN CONSULTING FOR ECONOMIC ANALYSIS- HUNTINGTON BEA CHAES PO WER PLANT THIS AGREEMENT ("Agreement") is made and entered into this ' dA day of i y -A C-'�- , 20y 5'' , by and between the Redevelopment Agency of the City of Huntington Beach, a municipal corporation of the State of California, hereinafter referred to as "AGENCY," and VAN HORN CONSULTING, a Sole Proprietorship, hereinafter referred to as "CONSULTANT." WHEREAS, AGENCY desires to engage the services of a consultant to conduct economic analysis and evaluation studies of the AES Power Plant; and Pursuant to documentation on file in the office of the Agency Clerk, the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW, THEREFORE, it is agreed by AGENCY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all services as described in Exhibit "A" which is attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates Andrew J. Van Horn, Ph.D. who shall represent it and be its sole contact and agent in all consultations with AGENCY during the performance of this Agreement. agree/forms/agency profservl4I14/03-A I 2. AGENCY STAFF ASSISTANCE AGENCY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. 3. TERM, TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence as soon as practicable after the execution of this Agreement by AGENCY (the "Commencement Date"). This Agreement shall expire on December 31, 2007, unless sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than three years from the Commencement Date of this Agreement. These times may be extended with the written permission of AGENCY. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A," This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by AGENCY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed Fourty-eight Thousand Dollars ($48,000). 5. EXTRA WORK In the event AGENCY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work only after receiving written authorization from AGENCY. agree/forms/agency profserv/4/14103-A 2 Additional compensation for such extra work shall be allowed only if the prior written approval of AGENCY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be paid pursuant to the terms of Exhibit "B." 7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to AGENCY, and CONSULTANT shall turn these materials over to AGENCY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by AGENCY as it sees fit. 8. HOLD HARMLESS CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless AGENCY, its officers, elected or appointed officials, employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or Iiability of any kind or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of AGENCY. CONSULTANT will conduct all defense at its sole cost and expense and AGENCY shall agree/fomns/agency profserv/4114103-A 3 approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by C OMI-1Y81Nr11►YM 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to AGENCY a professional liability insurance policy covering the work performed by it hereunder. This policy shall provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above - mentioned insurance shall not contain a self -insured retention, "deductible" or any other similar form of limitation on the required coverage except with the express written consent of AGENCY. A claims -made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify AGENCY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in connection with this Agreement. agree/forms/agency profserv14114/03-A 4 10. CERTIFICATE OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to AGENCY a certificate of insurance subject to approval of the Agency Counsel evidencing the foregoing insurance coverage as required by this Agreement; the certificate shall: A. provide the name and policy number of each carrier and policy; B. shall state that the policy is currently in force; and C. shall promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice; however, ten (10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by AGENCY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this Agreement. AGENCY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on the insurance hereinabove required. 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of AGENCY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and agreelforms/agency profservl4/14103-A 5 all payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. AGENCY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by AGENCY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of AGENCY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the prior express written consent of AGENCY. If an assignment, delegation or subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. 14. COPYRIGHTS/PATENTS AGENCY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. agree/forms/agency profserv/4/14103-A 6 15. AGENCY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no AGENCY official nor any regular AGENCY employee in the work performed pursuant to this Agreement. No officer or employee of AGENCY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES Any notices, certificates, or other communications hereunder shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to AGENCY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. AGENCY and CONSULTANT may designate different addresses to which subsequent notices, certificates or other communications will be sent by notifying the other parry via personal delivery, a reputable overnight carrier or U. S. certified mail -return receipt requested: TO AGENCY: Redevelopment Agency of the City of Huntington Beach ATTN:Gus Duran 2000 Main Street Huntington Beach, CA 92648 17. CONSENT TO CONSULTANT: Andrew J. Van Horn, Ph.D. 61 Moraga Way, Ste I Orinda, California 94563-3029 (925) 254-3358 Phone/Fax vh co nsul t@earth l i nk. n e t When AGENCY's consent/approval is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. agree/forms/agency profserv/4/14103-A 7 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 19. SECTION HEADINGS The titles, captions, section, paragraph and subject headings, and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solely for convenience of reference only and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of any provision of this Agreement. 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever the context so indicates or requires. Nothing contained herein shall be construed so as to require the commission of any act contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the provision of this Agreement agmelfonnslageney profserv/4/14/03-A 8 which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 21. DUPLICATE ORIGINAL The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and AGENCY agree that AGENCY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the Agency Counsel is the exclusive legal counsel for AGENCY; and AGENCY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 24. ATTORNEY'S FEES In the event suit is brought by either party to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, agree/forms/agency profserv/4/14/03-A 9 each party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the non -prevailing parry. 25. SURVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California. 27, ENTIRETY The parties acknowledge and agree that they are entering into this Agreement freely and voluntarily following extensive arm's length negotiation, and that each has had the opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or anyone acting on that parry's behalf, which are not embodied in this Agreement, and that that parry has not executed this Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact or circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supercede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. agree/forms/agency profservl4/14103-A 10 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized offices the day, month and year first above written.. CONSULTANT, V14NHORN CONSULTING, a Sole Proprietorship �f I BY print name ITS: (,circle onga' �etstfYice C�esist AND By: ITS: (circle one) Secretary /Chief Financial Officer/Asst. Secretary — Treasurer 1 agrcc/forrns/agcncy profserv/4/14/03-A 1 .................................... . REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California &ue 6 4�;4 Deputy Executive Director APPROVED AS TO FORM: Agency .-Couns REVIEWED AND APPROVED: Executive Director (only for contracts ,S50, 000.00 and over) VAN HORN CONSULTING Exhibit "A" Economic, Technical £Management Consulting November 29, 2004 Mr. Gustavo A. Duran Housing and Redevelopment Manager City of Huntington. Beach 2000 Main Street P.O. Box 190 Huntington Beach, CA 92648 61 Moraga Way, Suite 1 Orinda, California 94.563-3029 925 254-3358 phone/fax vhconsult@earthlink.net RE: Proposal for Review of Factors Affecting the 2005 Assessment of Value for the . AES Huntington Beach Power Plant Dear Mr. Duran: Van Horn Consulting (VHC) is pleased to present the following scope of work to assist the City of Huntington Beach (the City) in understanding and advocating critical methods and information used for future fair market value assessments of the AES Huntington Beach Power Plant (the Plant). Major reasons for this proposed project are to: • convince the California Board of Equalization (Board) to consider improved methods and information in its 2005 and subsequent assessments, • obtain greater transparency and access to information regarding past (2003) and future assessments, and • help the City preliminarily evaluate prospects for achieving a valuation different from 2003 and 2004. The above work and rationale are reflected in Tasks 1-3 described below. Follow-on Task 4 represents ongoing VHC support for meeting and consulting with the City or the Board, in order to evaluate and resolve assessment issues, and also, if requested, to derive a full, quantitative, independent fair market valuation of the plant. 1. INTRODUCTION TO THE VAN HORN CONSULTING GROUP Van Horn Consulting (VHC) conducts rigorous analyses' of electricity, natural gas, coal and emission markets, power plants, environmental and energy regulations, technology advance, utility system operations, business strategies and contracts. Since 1987, we have assisted electric and gas utilities, independent power producers and merchant plant developers, energy and emission allowance marketers, natural gas transmission and coal companies, electric and gas users, the Electric Power Research Institute (EPRI) and others in examining competitive and regulatory issues associated with the sale and valuation of power plants. In addition to management consulting, we have testified before FERC, state regulatory commissions, in Mr. Gus Duran Page 2 November 29, 2004 court and arbitration proceedings and are experienced in developing expert testimony, providing due diligence and litigation support. Studies of complex market, energy and environmental issues combined with management consulting constitute the core of our practice. We have consulted on a broad spectrum of decisions and strategic issues, including: ➢ power plant divestiture and valuation, ➢ electric power system operations under regulated and competitive market situations, ➢ emission reduction strategies and their costs and benefits, ➢ electricity, fuels and emission allowance price forecasting, ➢ economic viability and need for natural gas pipeline and electric generation capacity additions and expansions, ➢ cost -benefit tests, ➢ ratemaking methods, such as long -run marginal cost -based rates, rolled -in versus incremental rates, and stranded costs, ➢ natural gas transportation and storage tariffs, ➢ prudence reviews, ➢ consequential damages from breach of contracts, ➢ integrated resource planning, ➢ environmental compliance, and ➢ national energy and environmental policy issues. VHC is a leader in developing and applying quantitative tools, including simple and sophisticated models, as well as applying econometric and statistical methods. We developed the first electric utility integrated resource planning model distributed by the Electric Power Research institute (EPRI), and have developed and applied market models to evaluate power plant technologies, operations, emission controls and compliance strategies for NO., S02, particulates and carbon. We have devised statistical models of natural gas demand and prices and projected coal and emission market behavior. In addition, VHC applies and evaluates detailed electricity market models and forecasts developed by others in order to value assets and examine investment decisions. I have previously provided VHC's Professional Qualifications statement, which contains summary resumes. Our experience enables us to understand both the regulatory and competitive environments facing the energy industry and to value assets operating under new market rules. As a result, Mr. Gus Duran Page 3 November 29, 2004 we have testified and provided litigation support in regulatory and civil proceedings on behalf of electric and gas utilities, power producers, electricity consumers, gas buyers and transporters. In short, we have decades of industry experience with an understanding of both nuts -and -bolts functions and, in particular, the key elements that must go into a proper valuation of power generation assets, like the Huntington Beach Generating Station. 11. PROPOSED SCOPE OF WORK This proposal describes four tasks aimed at informing the City regarding valuation options and consequences, as well as achieving a more transparent and appropriate valuation process. Task 1: PrelimiLiM Review of the 2003 Pro e jjy Tax Assessment of the AES Huntin on Beach Generation Station and Evaluation of the Need for and Implications of Methodological, Data and Assum Lion Chan es. In this task VHC will review available information regarding the data, assumptions and methodology used in the Board's 2003 assessment of the fair market value of the Huntington Beach power generation facility owned by AES Huntington Beach, L.L.C., as of January 1, 2003. We will consider if the methodology, assumptions and data were appropriate (or sufficiently transparent), if important sources of value were overlooked, and if and where changes might be needed for an updated assessment, due to altered conditions or information. Our review would focus on the "income" (capitalized earning ability, or CEA) approach (weighted 90 percent in the Board's past valuation) with less emphasis on the "replacement cost new less depreciation (Rep1CLD) approach" (weighted 10 percent). We will identify and critique important technical, market, and appraisal methodology assumptions reflected in the Board's 2003 assessment, as well as changes that should be considered for the upcoming 2005 assessment, based on conditions prevailing as of January 1, 2005. Our focus will be on the relative merits and the possible combination of contract- and market price -based approaches for projecting future cash flow, as the basis for estimating CEA. The task will consider the extent to which the past valuation's representation of contracts requires clarification, revision or updating, and if a contract -based projection of future income as used by the Board for 2003 would be sufficiently comprehensive, versus needing to be supplemented with other projected revenue sources. In considering the market -based (as opposed to contract -based) approach to estimating CEA, we will consider whether and how the market -based approach used by AUS Consultants for AES in 2003 requires revision and updating. Reasonableness and self -consistency will be assessed for key income projection assumptions, such as forecasted natural gas and electricity prices over a 20-year period; generating unit heat rates, capacity factors, and operating costs; and the discount rate applied Mr. Gus Duran Page 4 November 29, 2004 to future income. Regarding contracts, we will evaluate how, specifically (if contract information is available) or generically (if not available) the income implications of the AES Tolling Agreement with Williams Energy Services and the AES contract with Southern California Edison should be addressed in the valuation, including treatment of actual and projected bonus payments. It will likely be necessary for the City to request copies of relevant information regarding these and other contracts affecting revenues and cash flows for Huntington Beach generating units. For the CEA approach, we will also address the appropriate economic lifetime for assessing future income potential, as well as the methodology for assigning reversion value, that is, the market value of the plant and site at the end of the economic life. It is unclear if and how this reversion value was incorporated into the 2003 assessment, and it could be a significant contributor to overall future income potential. AES's long term plans for the site could have bearing on estimated reversion value, and our findings might recommend that the City request such plans, in appropriate detail. In addressing the "Replacement Cost Less Depreciation Approach" to assigning fair market value, we will consider the depreciation component, including the different, potentially overlapping, kinds of depreciation or obsolescence factored into the 2003 valuation. It will also be important to consider whether the replacement cost less depreciation approach adequately addressed the value of the land as a well -situated power plant site, as well as AES's recent investments for plant refurbishment. VHC's proposed level of effort for this initial task is six man days or 48 hours. Task 2: Suggest An Improved, More Transparent and Standardized Framework for the Valuation Process. Since the valuation process conducted by the California Board of Equalization is ongoing, it is desirable to base each year's assessment on information sources that are unbiased, consistent, recognized and transparent. Based on the data available from the 2003 assessment and publicly available data sources and reports, such as those prepared by the California Energy Commission and the California Independent System Operator, VHC will suggest sources for projected prices and other market factors identified in Task 1 that should be considered in estimating the Fair Market value of the AES Huntington Beach power plant. There may be a strong interrelationship between the kinds of information, public and confidential, available for us to use and the extent of access the City is afforded regarding relevant information and methodology. This issue needs to be addressed. For example, key types of evolving information that may be important to include are generating unit characteristics such as capacity, heat rates, unit availability and operating costs; actual and projected capacity factors; power (energy and capacity) contracts; recent revenues and costs (including contract bonus payments); electricity and fuel market forecasts; and the market value of surplus emission allowances allocated each year to the plant. Many of the same Mr. Gus Duran November 29, 2004 Page 5 market and operational factors would also be applicable to other Southern California power plants operating within the Western interconnected electricity grid. The proposed level of effort for this abbreviated framework development task is 16 hours. Task 3: Summarize and Present VHC's Preliminary Findings We will prepare and present a summary briefing on Task 1 and 2 findings, accompanied by a discussion with you to answer questions and consider future options, at City offices in Huntington Beach. The proposed level of effort for this task is 16 hours. Task 4: Provide OnWingSpport, Education and Review for the 2005 Appraisal Process As pointed out on December 4, 2003, by Harold Hale of the Valuation Division of the State Board of Equalization, the valuation of power plants is "a very complex process [with] very complex appraisal procedures." In 2003, the State Board staff had 42 new generation facilities to value, Which required them to make quick decisions regarding electricity and natural gas markets that have undergone dramatic changes. In conducting an appraisal, it is important that all parties, particularly the Board and its staff, understand the primary market drivers and relationships affecting the market value of individual power plants over a number of years. Moreover, it should be clear that the utilization of better or more appropriate market information can reduce the potential inaccuracies in each assessment. The valuation process and its input information should facilitate realistic yearly updates to plant valuations. In addition, the valuation process has substantial financial implications not only for the plant owner, but also for the City of Huntington Beach. Therefore, it is appropriate that the City, not just the plant owner, has meaningful access to the process. If directed to do so, VHC is willing to work with the City of Huntington Beach, State Board of Equalization staff and others to clarify the valuation process and issues, and to help devise improved means for fair market valuation. Task 4 follow-on work would be conducted at your request and could include presentations to and meeting with City officials or the Board of Equalization, meetings with AES or Southern California Edison, interpretation of contract terms and conditions, and review of the Board's cash flow assumptions and methods. It could also include additional independent analysis, potentially including (if requested) a full, quantitative, independent derivation of fair market value, such as for submission to the City and the Board of Equalization. Mr. Gus Duran Page 6 November 29, 2004 III. STAFFING, SCHEDULE AND FEES FOR PROFESSIONAL SERVICES VHC usually provides its professional services on a time and expenses basis, although other arrangements can be made to meet client needs. Expenses, such as travel, copying, reports, communications, delivery services and the like, are billed at our cost. Our current hourly professional billing rates are shown at the end of this letter. The work proposed in Tasks 1 to 4 above would be carried out on a schedule to be mutually agreed upon. The work will be performed under my direction. Keith White, Ph.D., Edward Remedios, Ph.D, and I will perform the majority of the estimated 80 professional man-hours of effort needed to conduct Tasks 1, 2 and 3. Estimated professional fees for Tasks 1, 2 and 3 would be $18,000. I suggest that $30,000 should be budgeted for potential follow-on efforts under Task 4. The discretionary expenditures under Task 4 would be based on your needs and approval of efforts as they arise. Thus, the budget request for the efforts anticipated here under Tasks i to 4 would be $48,000. I believe that our extensive industry knowledge and experience will enable us to provide the City of Huntington Beach with the required expertise, timely support and a professional work product. We look forward to the prospect of working with you. If you have any questions, please call me. Sincerely yours, 4And'ew/an�Horn, Ph.D. Exhibit "B" VAN HORN CONSULTING SCHEDULE OF FEES FOR PROFESSIONAL SERVICES The Van Horn Consulting Group provides its professional services on a time and expenses basis by applying the following hourly billing rates: Professional Fees: Dr. Andrew Van Horn $250 Dr. Greg Hamm $300 Mr. David Arpi $250 Dr. Edward Remedios $200 Dr. Keith White $200 Dr. Ronald Cooper $180 Dr. Constance Miller $140 Mr. Blair Schmicker $110 Research Assistant $ 80 Clerical support $ 50 Direct expenses, including copying, travel, delivery services and the like, are billed at our cost. Other arrangements, including a retainer or fixed fees can be negotiated to meet client needs. S" .,itvINSURANCE AND INDEMNIFICATION WAIVER xud�n , MODIFICATION REQUEST ECEIE 1. Requested by: David C. Biggs MAR 0 3 2005 2. Date: February 24 2005 city of Hunftngton Beaci, 3. Name of contra ctorlpermittee: Van Horn Consulting cityAttorney's office 4. Description of work to be performed: Economic Analysis - Valuation of the AES Power Plant 5. Value and length of contract: Until December 31, 2007 6. Waive rlmodification request: Professional Liability 7. Reason for request and why it should be granted: See attached memo regarding Professional Liability. Van Horn has indicated that all associates listed in his proposal are independent contractors, not employees. 8. Identify the risks to the City in approving this waiver/modification: No risks are identified. ;21)-seq ead Signature rDate: .... .......... ............. APPROVALS; Approvals muss be obtained in the orderlisted this form. Two approvals are required.. for a;request to ba:granted': Approval from the City Administrator's Office is only required if Risk Management and the City-Attorney's Office disagree. 1. Risk Management / .Approved ElDenied .�� Signature Date 2. ;Attorney's Office pppoved ❑ Den e 3 �� Sign ure Date 3. City Administrator's Office ❑ Approved ❑ Denied Signature Date If approved, the completed waiverlmodification request it. to besubmitted to the City Attorneys Office along with the contract for.approval.:: Once the contract bias been approved, this form 'is to be filed u4iith the' Risk Management Division of Administrative Services �..... ............id l..:...+�.J.... n1nA111IME: 4C%.Cn ARA CITY OF HUNTINGTON BEACH InterOffice Communication Economic Development Department TO: Karen Foster, Risk Manager Jennifer McGrath, City Attorney �1 FROM: David C. Biggs, Director of Economic Development ? ;t DATE: February 23, 2005 SUBJECT: Professional Liability Insurance Waiver Request — VAN HORN CONSULTING The Economic Development Department is requesting a waiver of the requirement for professional liability insurance for a professional services contract with Van Horn Consulting. Our rationale for requesting the waiver is consistent with the proposed scope of work and the associated risk. The City is working to provide information to the State Board of Equalization (SBE) to assist them in establishing the assessed value for the AES Power Plant. The City solicited proposals from three firms to provide the desired professional assistance. The firm of Van Horn Consulting was selected as the best -qualified firm with the most responsive proposal. The City's risk associated with this effort is negligible in our assessment. Van Horn will be providing information to the SBE. The SBE and its staff will choose to utilize the data/information or not. It will independently assess the data/information provided by the City and Van Horn and the SBE will determine whether to give any weight to the information in setting the assessed value. The City will not be using the Van Horn information or work product to take any action nor make any decision itself. As such, it is hard to imagine any action or inaction by Van Horn that could give rise to a claim that could be covered by a professional liability insurance policy. As such, we would request your approval of the waiver. We are rapidly approaching the point in time by which we need to provide information to the SBE for the 05/06 tax year valuation, and would request a timely approval of the waiver. c: Penelope Culbreth-Graft, City Administrator GADavidIMEM0MVanHomConsu1t.D0C S X CITY OF HUNTINGTON BEACH 2000 Main Street, Huntington Beach, CA 92648 Declaration of Non -Employer Status In order to comply with the City Council Resolution No. 6277, you are required to provide proof of Workers' Compensation Insurance. If you have no employees, this form must be signed and returned to: City of Huntington Beach Risk Management Division 2000 Main Street Huntington Beach, CA 92648 I certify that in the performance of the activity or work for which this permit is issued, 1 shall not employ any person in any manner so as to become subject to California Workers' Compensation Insurance requirements. I authorize the City of Huntington Beach to immediately and retroactively revoke the license or permit issued under this declaration if I hare any employee(s) or become subject to the provision of the laws requiring Workers' Compensation Insurance. Applicant/Company Name: Address: Applicant's Signature: Title: 1"rm�_--C- Location Signed: Telephone Number: ?;—IS 2,-f . 3 3S t PROFESSIONAL SERVICE CONTRACTS Hunhn Beach®' PURCHASING CERTIFICATION ECEIV.D MAR 0 8 2005 1. Requested by: David C. Biggs City of Huntington Beach 2. Date: February 11, 2005 CityAttorney's office 3. Name of consultant: Van Horn Consulting 4. Description of work to be performed: Economic Analysis - Valuation of AES Power Plant 5. Amount of the contract: $48,000.00 6. Are sufficient funds available to fund this contract?t ® Yes, ❑ No 7. Company number and object code where funds are budgeted: 30580101.69325 8. Is this contract generally described on the list of professional service contracts approved by the City Council'? ® Yes, ❑ No 9. Is this contract within $25,000 or 25% (whichever is less) of the amount stated on the list of professional service contracts approved by the City Council?' N. Yes, ❑ No 10. Were (at least) informal written proposals requested of three consultants? ® Yes, ❑ No Explanation: E,1 1. Attach list of consultants from whom proposals were requested (including a contact telephone number). ,42. Attach proposed scope of work. 13. Attach proposed payment schedule. Purchasing/Central Services 1 If the answer to any these questions is "No," the contract will require approval from the City Council. Purchasingcert_VanHorn.doe 2/11/2005 4:03 PM Proposals Received 2004 Economic Analysis — Valuation of AES Power Plant David W. Raich, MAI First American Commercial Real Estate Services 1217 E. Normandy Place Santa Ana, California 92705 Andrew J. Van Horn, PhD Van Horn Consulting 61 Moraga Way, Ste 1 Orinda, California 94563 Mr. Kabirr Faal, Principal Navigant Consulting 225 W. Broadway, Ste 400 Glendale, CA 92204