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HomeMy WebLinkAbout06-14-19_Agenda_Packet THE FULL PACKET IS POSTED ON THE WEBSITE www.mwmcpartners.org MWMC MEETING AGENDA Friday, June 14, 2019 @ 7:30 a.m. City of Springfield City Hall, Library Meeting Room 225 Fifth St., Springfield, OR 97477 Turn off cell phones before the meeting begins. 7:30 – 7:35 I. ROLL CALL 7:35 – 7:40 II. CONSENT CALENDAR a. MWMC 5/10/19 Minutes b. FY19-20 MWMC Budget and CIP Ratification Action Requested: By motion, approve the Consent Calendar 7:40 – 7:45 III. PUBLIC COMMENT Request to speak slips are available at the sign-in desk. Please present request slips to the MWMC Secretary before the meeting starts. 7:45 – 8:00 IV. AWARD OF CONTRACT FOR DECOMMISSION LAGOON P80093 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Barry Mays & Troy McAllister Action Requested: By motion, move to approve Resolution 19-10 8:00 – 8:15 V. SMALL HOMES SYSTEMS DEVELOPMENT CHARGES (SDCs) . . . . . . . . . . . . Matt Stouder Action Requested: By motion, move to approve Resolution 19-11 8:15 – 8:40 VI. PROPERTY INSURANCE RENEWAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Katherine Bishop Action Requested: By motion, move to authorize the General Manager to enter into agreements to secure property insurance coverage for the period of July 1, 2019 through June 30, 2020. 8:40 – 9:10 VII. RENEWABLE NATURAL GAS (RNG) MARKET DYNAMICS . . . . . . . . . . . . . . Josh Newman Action Requested: Discussion and direction 9:10 – 9:20 VIII. BUSINESS FROM COMMISSION, GENERAL MANAGER, & WASTEWATER DIRECTOR (Continued on back) THE FULL PACKET IS POSTED ON THE WEBSITE www.mwmcpartners.org 9:20 IX. ADJOURNMENT The meeting location is wheelchair-accessible. For the hearing-impaired, an interpreter can be provided with 48- hours-notice prior to the meeting. To arrange for service, call 541-726-3694. All proceedings before the MWMC are recorded. MWMC MEETING MINUTES Friday, May 10, 2019 at 7:30 a.m. City of Springfield City Hall, Library Meeting Room 225 Fifth St., Springfield, OR 97477 Commissioners Present: Pat Farr, Doug Keeler, Joe Pishioneri, and Jennifer Yeh. Brian Millington, MWMC legal counsel, Matt Stouder, MWMC General Manager, and President Keeler discussed how to proceed without a quorum. Mr. Millington stated that we could hear from staff on informational agenda items as long as no deliberations or decisions occur. President Keeler announced we would start the meeting with Agenda Item VII State Revolving Fund (SRF) Loan Discussion. STATE REVOLVING FUND (SRF) LOAN DISCUSSION Meg Allocco, MWMC Accountant, went over previous Commission actions with respect to early payoff of MWMC debt (Revenue Bonds and SRF loans). Ms. Allocco stated there are three active SRF loans. They are as follows: SRF LOANS BALANCE AS OF 6/30/19 INTEREST RATE REMAINING INTEREST PAYOFF DATE SRF R64840 $5,314,777 2.94% $1,017,250 04/01/2031 SRF R64841 $434,565 1.25% $5,443 12/01/2020 SRF 400648 $1,100,000 0.50% $30,250 05/01/2030 Ms. Allocco pointed out that the interest we would save if SRF loan R64840 was paid off would be $1,017,250. However, at the current interest level, the pool account would make $931,212 in interest, so we would be only saving $86,038. Although it is not a huge financial incentive to the MWMC, it is a lot of money that could be freed up for another agency to use. Ms. Allocco stated that as of March 31, 2019 the MWMC’s Capital Reserve was $53 million. An SRF loan payoff would be paid out of the Capital Reserve. Total cash reserves at the end of March were $79,759,558. Ms. Allocco gave a projected overview of the cash flow effect on the reserve. There is already one year’s worth of payments budgeted for the SRF loan so another $4.9 million would be required through a supplemental budget. Ms. Allocco presented the following options regarding the three remaining SRF loans: 1. Leave all remaining SRF Loans as they are. 2. Retire R64840 early with an additional $4.9 million budget allocation. May 10, 2019 MWMC Meeting Minutes Page 2 of 9 3. Let R64840 ride for the current period, until MWMC investment interest rates change and savings become larger. DISCUSSION: Commissioner Farr asked if it would affect our bond rating. Ms. Allocco said it would not help us in our bond rating. The Bond Counsel told us that we do not have excessive debt and our bond rating is as high as it can go considering the size of the community and the income base of the community. Mr. Stouder said the SRF is a pool of money available to agencies that need it. If we pay it off, then that money would be freed up for another agency to borrow. Commissioner Pishioneri said it would be one less item to track, manage, and report on. Commissioner Keeler stated that he thought it was interesting that the two smaller loans are making money because our savings has a higher interest than they are charging for the loan. He was wondering if we could roll the $4.9 million into a lower interest. Ms. Allocco said that she did not think the State would do that, but we can always ask. Mr. Stouder said that our interest rates have varied over time. They are up right now but they have not been that way in the past. Ms. Allocco said that the interest rate we earned back when we made the loan was 0.5% now it is up to 2.75%. President Keeler said that he is hearing a consensus among the Commissioners to proceed with the next steps in retiring the $4.9 million dollar SRF loan. Ms. Allocco replied that when she brings this back as FY 2019-20 Supplemental Budget #1, the Commission can either approve it or not approve it then. This was just for general direction. BUSINESS FROM COMMISSION, GENERAL MANAGER, AND WASTEWATER DIRECTOR General Manager: Budget Ratification Process: Springfield City Council ratified MWMC’s budget on May 6. Eugene City Council is scheduled to ratify on May 13, and Lane County is scheduled to ratify on May 21. Poplar Plaque: Mr. Stouder pointed out the poplar plaque on the Library Meeting Room wall. It highlights the poplar harvest with the intent to build awareness of the MWMC’s Biocycle Farm and the poplar harvest, and to demonstrate the potential use of our product. Besides the Library Meeting Room, there will be one at the plant, and potential one placed elsewhere (to be determined). Goshen Update: Lane County’s consultants (Kennedy/Jenks) have reached out to Springfield and the MWMC to re-initiate discussions on the Goshen project. They discussed things like potential alignments for the wastewater line and connection details - how that might be facilitated. Mr. Stouder reminded the consultant that Lane County would need to reach out to the MWMC to discuss a number of policy issues. We will want to work through the connection agreement, how to pay for it, who will maintain the line, billing arrangements for those that connect to that line, and pretreatment issues that might come up. Kennedy/Jenks indicated that the County knows about these issues and plans to reach out to the MWMC staff in early June. o Commissioner Keeler asked if the MWMC board has given any kind of consensus on additions such as Goshen. Mr. Stouder said there was a high level of discussion when Deb Galardi put together the report previously. There was a general head nod that this was something the May 10, 2019 MWMC Meeting Minutes Page 3 of 9 Commission would support. In addition, it would then need to go out to the three governing bodies for approval. Mr. Stouder stated that Lane County needed to lead the conversation with the MWMC about connection and then make the formal request. Once Lane County does that, staff will have something tangible to bring to the Commission to consider. Quorum at 7:53 a.m.: President Keeler requested the Roll Call be taken. ROLL CALL Commissioners Present: Pat Farr, Doug Keeler, Joe Pishioneri, Peter Ruffier and Jennifer Yeh Walt Meyer arrived at 8:26 a.m. Commissioner(s) Absent: Bill Inge Staff Present: Meg Allocco, Todd Anderson, Katherine Bishop, Dave Breitenstein, John Huberd, Laura Keir, Tonja Kling, Kevin Kraaz, Troy McAllister, Todd Miller, Brian Millington (attorney), Josh Newman, Sharon Olson, Loralyn Spiro, Matt Stouder, and Mark Van Eeckhout. General Manager General Business (cont’d): Willamette Mercury TMDL Advisory Committee: Mr. Stouder is on the technical advisory committee, which is a group of folks that are working with the DEQ to look at implementation of the mercury TMDL in the Willamette River Basin. The DEQ is proposing sector specific wasteload allocations for wastewater and stormwater NPDES permit holders. The groups that are meeting include not only NPDES permit holders but also groups that represent forestry, agriculture, and the environment. For the wastewater sector, they are proposing a 10% reduction. What that means is when the TMDL goes into effect, we will likely need to employ mercury minimization plans to meet our reduction target. It is a complex issue because wastewater treatment plants are not the generator or source of mercury. We receive mercury in very small amounts through the wastewater stream. The DEQ is also working on a multi-discharger variance for mercury. That is going to go on a parallel track until they can get the TMDL closer to being implemented. Mr. Stouder thinks there will most likely be a challenge to the TMDL. What staff is planning is a regulatory update item to the Commission in the future because this is a complex topic. o Commissioner Ruffier asked, in regards to the 10% reduction in mercury, what the baseline would be for our district. Mr. Stouder replied that is one of the questions proposed to the DEQ and they have not replied yet. There is a 75% reduction for MS4 stormwater permitees. o Commissioner Ruffier asked if we start minimization early, are we penalized because we set the baseline too low. Mr. Stouder replied that is a question that his group has asked the DEQ. They have not replied yet. Wastewater Director: Public Works Day is next Thursday, May 16, at the Maintenance yard on Roosevelt Blvd. It will be a full day of educational and informational activities. It is geared towards school kids but is open to the public. The MWMC will have a booth there with information about the MWMC and the wastewater services that we provide. Wastewater Director Position: Dave Breitenstein has been named to the Wastewater Division Director position with the City of Eugene on a permanent basis. May 10, 2019 MWMC Meeting Minutes Page 4 of 9 CONSENT CALENDAR a. MWMC 4/12/19 Minutes MOTION: IT WAS MOVED BY COMMISSIONER PISHIONERI WITH A SECOND BY COMMISSIONER RUFFIER TO APPROVE THE CONSENT CALENDAR AS PRESENTED. THE MOTION PASSED UNANIMOUSLY 5/0. PUBLIC COMMENT There was no public comment. FY 2018-19 SUPPLEMENTAL BUDGET #4 Meg Allocco, MWMC Accountant, requested approval of Resolution 19-07, authorizing $222,022 to the Riparian Shade Credit Program project from capital reserves as discussed previously at the March Commission meeting. MOTION: IT WAS MOVED BY COMMISSIONER PISHIONERI WITH A SECOND BY COMMISSIONER YEH TO APPROVE RESOLUTION 19-07. THE MOTION PASSED UNANIMOUSLY 5/0. AWARD OF CONTRACT FOR PURCHASE OF RENEWABLE NATURAL GAS EQUIPMENT Josh Newman, Managing Civil Engineer, requested approval of Resolution 19-08 authorizing the purchase of equipment for upgrading the biogas to natural gas, part of the Renewable Natural Gas Upgrades Project P80095. Mr. Newman stated the September 28, 2018 Invitation to Bid did not produce a qualified bidder. Staff decided to go out in a two-step Request for Proposal in February 2019. Three bids were received from the following equipment-manufacturing firms: Clean Methane Systems, Greenlane North America, LLC, and Unison Solutions, Inc. Mr. Newman explained the two-step process. The first step is prequalification. It is a screening step, which allows us to ask for information such as the following: certification that they are able to meet Oregon’s Standards of Responsibility, have they completed similar work, are they legally qualified to do the work, confirmation that they meet the technical qualifications, and a basic description of what type of equipment they are proposing. The second step is the proposal. We start negotiation of contract terms and conditions with each qualified firm. One firm dropped out during this step. Only firms who have negotiated successfully are allowed to submit a proposal. The Proposers: Clean Methane Systems, Inc. is a firm in Tualatin, Oregon. They produce biogas-upgrading equipment exactly like what we have at the plant now for the engine. This company provided the gas conditioning equipment that we have now. They have a lab in Seattle that does the gas quality analysis. They collaborate with a company called DMT Clear Gas Solutions, which began business in 1987 in the Netherlands. They specialize in packages for upgrading to pipeline quality. They provide the process that removes the CO2. It is a membrane-based technology. Greenlane Biogas North America, LLC was founded in New Zealand. They have 30 years in the biogas conditioning and purification business. They have installed 107 systems in 18 countries. May 10, 2019 MWMC Meeting Minutes Page 5 of 9 This includes 38 biogas-upgrading systems for wastewater treatment plants (WWTP) including Portland CBWTP and the Piscataway WWTP in New Jersey. They are supplying the equipment for Portland based on water-scrubbing technology. What they are proposing for us is called the Pressure Swing Adsorption (PSA) System. Unison Solutions is based in Dubuque, Iowa, founded in 2000. Historically they have tended to serve smaller clients like us. They specialize in taking biogas straight from the landfill or digester to scrub it and then send it to a fuel dispensing station for vehicles. They have also done a couple of pipeline projects as well. They use membrane technology. Commissioner Farr asked if they would provide the fuel dispensing equipment as well. Mr. Newman replied that our project does not call for that. It is open to us if we want to do it in the future. Mr. Newman explained the equipment would go in the southwest corner at the plant, just south of the Maintenance building and just east of the Headworks facility. There is a tee in the line just under the digester project so we can easily connect there. A thermal oxidizer is required for the tail gas. DISCUSSION: President Keeler asked about adding a criterion that considers the technology to see if one type of technology is working better then another type. He wanted to know if the criteria we use allowed us to look at the success-history of the varying technologies, the robustness of each, and the difficulties. Mr. Newman stated it was too late to change the criteria but all the proposers have met the criteria for reliability in meeting biogas specifications and both technologies have good records of accomplishment. Commissioner Yeh stated that was her question too but what she is hearing is that staff is comfortable with either technology. Mr. Newman replied that when they looked at the different plants that had these technologies they were not looking at the technology itself but the methods that were being used. One of the main things they looked at was the removal of hydrogen sulfide. The current system at the plant is an iron oxide removal system that uses bark media. The problem is the bark media solidifies over time and requires staff to actually get into the tank and chip it out. So one of the points in the criteria is about media vessels – how do they work, how is the media removed, what is the labor requirement, is there a hazardous component to it, and what is the health and safety implications. That is what staff was focused on because the technology is robust in either case. Commissioner Pishioneri said he wants to make sure we have the ability to produce fuel when needed. Mr. Stouder asked if he was looking for flexibility. Commissioner Pishioneri replied yes, he does not want to have to re-engineer stuff later; he would prefer to invest in it now. Mr. Newman replied that we need the technology to produce RNG that can be used as fuel; no matter who is consuming it or what the consumption is. Staff is in constant discussion with NW Natural in terms of the flexibility allotted to us. We are beginning the conversation with the off-taker. So now is the time to build flexibility into that agreement. In addition, if we lose the off-taker, we need the ability to send it elsewhere. Perhaps, if we are selling to a local user, it may require some additional investment in infrastructure for the dispensing. Commissioner Pishioneri said he would like to have the option instead of consecutively doing things, to do them concurrently. He thinks it would be a contract issue, and hopes we have that covered. Mr. Millington said it is covered. May 10, 2019 MWMC Meeting Minutes Page 6 of 9 Commissioner Ruffier asked if the two technologies have similar long term O&M cost. Mr. Newman replied yes. The Pressure Swing Adsorption and the Membrane both last around 7-10 years. Commissioner Ruffier asked if the cost of the media and the membrane are similar. Mr. Newman replied he thinks they are the same but does not know for sure. Mr. Millington added that it would be taken into consideration under the criteria for the lifecycle cost. Commissioner Farr asked if the building for the equipment was part of the bid or will it be paid for separately. Mr. Newman replied it would be paid for in the construction contract. Mr. Stouder said, typically we would go through the scoring of the proposals, bring a recommendation to the Commission, and then purchase the equipment. We are ahead of that with the equipment purchase because of the lead-time. That is why we are asking the Commission if they are comfortable with the way the Resolution is structured, we would authorize the award to the highest scored bidder. President Keeler welcomed Commissioner Meyer (8:36 a.m.). Commissioner Keeler asked if, by taking this step, we are actually making a decision to go forward (with the RNG project). Mr. Newman responded that the scale of investment is such that it would indicate we are going forward. Mr. Newman said staff would be evaluating the bids on May 21 and selecting the highest ranked proposer, and then we have a week to wait for any protest before we can move forward. If anything happens or changes during any part of this process, we would wait until we could discuss it with the Commission. Commissioner Ruffier stated that although he appreciates the process and the work, he often feels somewhat frustrated that it takes us so long to move on anything. He was wondering if the length of the process in anyway jeopardizes the end-result. Mr. Newman replied that the thing that is concerning is the dynamics of the market place. It is always changing. He needs to prepare an update on that. President Keeler had requested a quick reference spreadsheet, which he had started; now there are a number of items that need to be added. There are issues coming up concerning how the markets are operating and where the gas might have the highest value. To answer your question, the longer we take more stuff can happen; good and bad. Commissioner Ruffier requested staff to consider, in the future, evaluating alternative approaches that would allow us to move more quickly. Outsourcing some of the process, such as going to an independent and telling them to run with it, would be nice to have available for our consideration on projects that really have a time crunch to them. Commissioner Pishioneri suggested doing RFQs instead of RFPs because they are quicker. Mr. Stouder pointed out on Resolution 19-08; page two, second “Whereas”, last line, the date needs to be changed from March 24 to May 24. MOTION: IT WAS MOVED BY COMMISSIONER PISHIONERI WITH A SECOND BY COMMISSIONER YEH TO APPROVE RESOLUTION 19-08 AS CORRECTED. THE MOTION PASSED UNANIMOUSLY 6/0. May 10, 2019 MWMC Meeting Minutes Page 7 of 9 2019 FINANCIAL PLAN ADOPTION Katherine Bishop, requested the Commission to approve the 2019 Financial Plan. The final edits have been completed, including review and input provided by the MWMC’s independent Financial Advisor, Duncan Brown, Senior Managing Consultant with PFM Financial Advisors, LLC. Mr. Duncan works in the Portland office and is connected to a larger PRM team in Seattle. Mr. Duncan provided updates to Appendices I and II and Ms. Allocco replaced Appendix III. Ms. Bishop said the 2019 Financial Plan updates the 2005 Financial Plan, which was based on the 2004 Facilities Plan. When the future NPDES Permit is renewed, we will most likely have specific permit requirements that would result in an update to the Facilities Plan and associated funding needs. The Financial Plan Updates: Pages 1-6: The Introduction and Purpose, Scope and Methodology, and Financing History had minor narrative updates with a focus on linking existing and historical information to the 2019 Financial Plan. Pages 7-10: In the fee sections, additional linking was done and additional information was added, including mentioning that we used Clean Water SRF loans as a funding source for the Capital Program. Additional information was added to the Financing Options and Strategies, and in the Financial Soundness section, our credit rating was updated. Pages 12-13: In Policy F5 – Reserve policies were brought up to the current working practices. o Working Capital Reserve: Changed Eugene’s portion from $500,000 to $700,000 o Operating Reserve: Changed from 10% of Operating Budget to two months, which equals 16- 17% of Operating Budget o Equipment Replacement Reserve: The annual contribution is set so that all projected replacements will be funded over the expected life of the assets instead of over 20-years. o Bond Reserve: Since Reserve funds are not typically required for AA category essential services utilities, it was changed to say, “A Bond Reserve if/when required by investors, shall be sufficient to provide assurances to bondholders that adequate revenue coverage will be provided for future debt-service payments”. o Insurance Reserve: This reserve was added, as we did not have one previously. It has a target of $1,500,000 in the adopted budget. Pages 16-17: Sewer User Rates and System Development Charges Changes o Policy R2 was removed and R3 was moved up to R2 o Policy R3 – the reference to the credit rating was left open to the Commission’s preference. Ms. Bishop asked the Commission if they want the credit rating to say “A+ or higher” or “AA”. She mentioned that Commissioner Inge had asked previously why we had not used our credit rating there. She added that what drives our credit rating in the Eugene/Springfield area has to do with the median household income and the customer’s ability to pay and the value of the housing. It is not something we can control; it is just a factor that they consider. Commissioner Pishioneri asked if there was a down side to putting it in the Plan. Ms. Bishop replied that all she could think of was if, in the future, there was some constraint put on the funds and something dropped. Commissioner Pishioneri said that we could change it at that time, he agreed with Commissioner Inge (use AA). May 10, 2019 MWMC Meeting Minutes Page 8 of 9 Commissioner Meyer asked if, down the road we had to advance treatment because of permit requirements and have to take out a $200 million loan to do it, would that affect our rating. Ms. Bishop replied she did not think it would affect our rating. It has to do more with the community that we serve and their financial capabilities. President Keeler asked Ms. Bishop what she would choose if she were a Commissioner. She replied that she would probably choose AA because that is what we have. Commissioner Meyer asked what caused our rating to increase from A+ to AA. Ms. Bishop replied it was the cash in the reserves, not taking out additional debt, and actually paying off debt. President Keeler asked if anyone wanted to state the Commission’s consensus. Commissioner Pishioneri said that he thinks we should state what we are, who we are, when we are. Nothing else is being forthright or transparent. Whatever we are, that is what he would put. Commissioner Meyer stated that we have the AA rating because we have been looking ahead, saving money, have good reserves, and we have reduced our insurance cost by having an insurance reserve. The fact that we have operated in that manner allows us to borrow in the future for less interest, so he thinks we should have a goal to have an AA credit rating. There were general head nods from all the Commissioners. Ms. Bishop stated that Policy R6’s Discussion had a small change; it now states the costs for administering the mobile waste hauler program are recovered through rates set on a cost-of-services basis. Ms. Bishop said in Asset Management Policy A3, on page 18, the equipment replacement reserve was simplified to “an original cost over $10,000, and with a useful life expectancy greater than 1 year”. Commissioner Pishioneri asked about food trucks and coffee kiosks that have their own gray-water holding systems. He said there are City codes that say they must connect to the City’s sewer. He asked if they are considered a wastewater hauler. Ms. Bishop replied that the food trucks associated with breweries or distilleries have their wastewater disposed by the permanent structure. Mr. Stouder stated the answer depends on the situation and is worked out through the process with the Cities. Commissioner Meyer said that in Asset Management Policy A1, it states “assets shall be insured for replacement value so that, in the event of a loss, plant and equipment could be restored to working condition”. Commissioner Meyer said he did not think we insured the pipelines. Ms. Bishop replied that we do insure the pipelines. Mr. Stouder injected that insurance would be discussed next month. Ms. Bishop stated that Appendix I – Credit Worthiness has been refreshed and Appendix II – Summary of Capital Financing Options has been updated. Ms. Allocco replaced Appendix III – Adopting Financial Policies Best Practices with the most current version of the Governmental Finance Officers Association Best Practices ( 2012 version). Appendix IV – Investment and Portfolio Polices is pending the Springfield Finance Director’s and the State of Oregon’s reviews and updates. It is in the process of being updating and when finished, it will be incorporated. May 10, 2019 MWMC Meeting Minutes Page 9 of 9 DISCUSSION: Commissioner Ruffier asked about page 1, item 3, “Fully funding a program of capital improvements…” and page 11, Policy F2 “…maintain annual budgets that balance operating expenses and transfers with user fees and other current operating revenue.” He wondered if, instead of saying fully funding a program, it should say fully finance a program. He is confused by Policy F2, as it does not include any allowance for debt financing. President Keeler stated that is in the fourth bulleted item. Ms. Bishop stated the discussion below Policy F2 gives more detail and the debt service coverage is outlined in the fourth bullet. Commissioner Ruffier asked if they are inseparable. Mr. Millington replied that the page 1 item is tied to the IGA. It is what it is unless the IGA is changed. He explained that page 11’s item is implementing what the IGA stipulates. Also, Policy F2 is just talking about the operating expenses, not the capital. Ms. Bishop added that the discussion under F2, second bullet states, “budgeted capital outlays are funded in full from a combination of operating revenues, capital reserves, accumulated SDCs, and debt proceeds.” Commissioner Ruffier said if the Operating budget is intended to be balanced with user revenues, does it allow for use of the Rate Stability Reserve? Ms. Bishop replied that the Rate Stability Reserve would come into play if all of a sudden a major high-volume industrial customer shut their doors as Hynix did, the reserve would be used to supplement the revenue. Commissioner Ruffier stated he was just curious if Policy F2 would allow the Rate Stability Reserve to be used since it says we are going to balance with our user revenue. Ms. Bishop pointed out in Resolution 19-09, item 3 states, “If, in overseeing the Regional Wastewater Program, the Commission determines waiving, or deviating from, one or more of the financial policies is appropriate and fiscally prudent, the Commission may do so without violating the spirit and intent of the Plan”. Commissioner Ruffier asked what the difference is between the Rate Stability Reserve and the Rate Stabilization Reserve (page 12, F5e and page 13F5i). He knows one is for the bonds and other one is for rates but they seem redundant. Ms. Allocco replied that the Rate Stabilization Reserve was required by the bond covenant, and can only be used if needed to make the coverage ratio required by the bond. The Rate Stability Reserve (established by the Commission) can be used in situations like Hynix and it would only take the Commission to say they want to use it. Both reserves have $2 million. MOTION: IT WAS MOVED BY COMMISSIONER MEYER TO APPROVE RESOLUTION 19-09 WITH THE CHANGE TO POLICY R3 CREDIT RATING TO AA (AS DISCUSSED). IT WAS SECONDED BY COMMISSIONER RUFFIER. THE MOTION PASSED UNANIMOUSLY 6/0. ADJOURNMENT President Keeler adjourned the meeting at 9:00 a.m. Minutes submitted by Kevin Kraaz M E M O R A N D U M DATE: June 6, 2019 TO: Metropolitan Wastewater Management Commission (MWMC) FROM: Matt Stouder, MWMC General Manager SUBJECT: Ratification of the Regional Wastewater Program Budget and Capital Improvements Program for Fiscal Year 2019-20 ACTION REQUESTED: Adoption of the final Regional Wastewater Program Budget and Capital Improvements Program for Fiscal Year 2019-10 ISSUE The FY 2019-20 (FY 19-20) MWMC Regional Wastewater Program (RWP) Budget and Capital Improvement Program (CIP) have been ratified by the City of Springfield on May 6, City of Eugene on May 13 and Lane County on May 21. The Commission’s final adoption, which is scheduled for June 14 on the MWMC Consent Calendar, will complete the FY 19-20 budget and CIP adoption process. BACKGROUND On April 12, 2019, via Resolution 19-06, the MWMC adopted the FY 19-20 Budget and CIP. Consistent with the Intergovernmental Agreement (IGA), MWMC then referred the Regional Wastewater Program Budget and CIP to the governing bodies for ratification. The City of Springfield, City of Eugene and Lane County ratified the Budget and CIP on May 6, 2019, May 13, 2019 and May 21, 2019 respectively. The City of Springfield is MWMC’s financial agent; as such the MWMC Budget and CIP amounts are incorporated into the City’s budget. ACTION REQUESTED The Commission is requested to adopt the final FY 19-20 Regional Wastewater Program Budget and Capital Improvement Program as part of the June 14, 2019 Consent Calendar approval. ________________________________________________________________________ M E M O R A N D U M DATE: June 6, 2019 TO: Metropolitan Wastewater Management Commission (MWMC) FROM: Barry Mays, Design and Construction Coordinator SUBJECT: Award of Contract for Decommission Lagoon to Wildish Construction Co. ACTION REQUESTED: Approval of Resolution 19-10, authorizing the Executive Officer to enter into an agreement for construction services for Project P80093 with Wildish Construction Co. ISSUE Staff requests the Commission approve Resolution 19-10, delegating authority to award the Decommissioning Lagoon Project P80093 contract to Wildish Construction Co., the lowest responsive bidder. BACKGROUND As part of the MWMC’s Capital Improvement Program, the existing onsite lagoon at the Water Pollution Control Facility (WPCF) is designated to be removed. The lagoon was originally installed in 1979 as a temporary lagoon and has been used as a storage lagoon to support digester cleaning operations. The lagoon is almost at full storage capacity and no longer functions as originally designed. On December 5, 2014, the MWMC entered into a contract with design consultant Brown and Caldwell and sub-consultant West Yost Associates for design services to remove the lagoon. Prior to completing the design, two recent projects (P80067 - Repair/Replace Biosolids Force Main Project and P80084 - Increased Digestion Capacity) needed to be completed and operational. Completion of these projects allows residual solids from digester cleaning operations to be pumped to the lagoons at the Biosolids Management Facility (BMF) for processing. With the ability to pump digester solids to the BMF, the WPCF lagoon was no longer needed and the design for the Decommissioning Lagoon Project P80093 resumed in early January 2019. Memo: Award of Contract for Decommission Lagoon to Wildish Construction Co. June 6, 2019 Page 2 of 2 The following is the Decommissioning Lagoon project schedule: Bid Documents Completed: April 1, 2019 Advertisement for bid: April 10, 2019 MWMC received bids on: May 14, 2019 Notice of Intent to Award Issued (starting protest period): May 21, 2019 Anticipated Contract Award Date: June 14, 2019 Anticipated Contract Execution and Notice to Proceed: June 28, 2019 Construction Substantial Completion: October 31, 2019 Final Completion: November 30, 2019 On May 14, 2019 the MWMC received 3 bids as follows: MWMC 225 Fifth Street Springfield, OR 97477 Engineer’s Estimate Wildish Construction Co. Rivers Edge Environmental Services, Inc. R&G Excavating Inc. ITEM UNIT Lump Sum Amount (from 10.2.1) LS $496,000 $263,000 $1,340,000 Total of Cash Allowance Items (from 10.2.2) LS $40,000 $40,000 $40,000 Total of all Extended Bid Unit Price Items (from 10.2.3) $2,892,400 $4,533,243 $4,129,400 TOTAL BASE BID $4.8 million $3,428,400 $4,836,243 $5,509,400 After review of all bids by staff, the design sub-consultant (West Yost Associates), and the MWMC's legal counsel (Thorp, Purdy, Jewett, Urness & Wilkinson, P.C.) it was agreed that Wildish Construction Co., with a bid of $3,428,400, is the apparent lowest responsible bidder, is in substantial compliance with the bidding requirements, and under the engineer’s estimate of $4,800,000. ACTION REQUESTED Staff requests the Commission approve Resolution 19-10, awarding the Decommissioning Lagoon Project P80093 contract to Wildish Construction Co. and authorizing the Executive Officer to enter into a contract for construction services in the amount of $3,428,400. ATTACHMENTS 1. Resolution 19-10 ATTACHMENT 1 Resolution 19-10 Page 1 of 2 METROPOLITAN WASTEWATER MANAGEMENT COMMISSION RESOLUTION 19-10 ) IN THE MATTER OF BID AWARD FOR ) CONSTRUCTION OF MWMC PROJECT ) P80093, DECOMMISSIONING LAGOON WHEREAS, the Metropolitan Wastewater Management Commission (MWMC) advertised for bids related to Project P80093, Decommissioning Lagoon, on April 10, 2019, and April 15, 2019; and WHEREAS, MWMC has an overall budget of $5.8 million for this project to cover expenses related to administration, design/technical services, and construction work; and WHEREAS, the apparent low bid was Wildish Construction Co. in the Total Base Bid amount of $3,428,400 which is considered the Basis of Award for the Project; and WHEREAS, the Commission’s design consultant team has reviewed the technical portion of the bid document from Wildish Construction Co. for the project and found it to be in compliance with the technical requirements of the specifications; and, WHEREAS, MWMC legal counsel (Thorp, Purdy, Jewett, Urness & Wilkinson, P.C.) has performed a review for compliance with applicable law and recommended that Wildish Construction Co. is the low responsive bidder; and, WHEREAS, a letter of intent to award was sent to all bidders on May 21, 2019, to start the protest period, WHEREAS, no valid protests were received within the seven (7) calendar day protest period; and, WHEREAS, the MWMC has appointed Matt Stouder as its duly authorized Executive Officer for efficient execution of the day-to-day administration of MWMC business; ATTACHMENT 1 Resolution 19-10 Page 2 of 2 NOW, THEREFORE, BE IT RESOLVED BY THE METROPOLITAN WASTEWATER MANAGEMENT COMMISSION (MWMC) THAT; Matt Stouder, as the duly authorized Executive Officer of the MWMC, is hereby authorized to enter into an agreement for construction services for Project P80093, Decommissioning Lagoon, with Wildish Construction Co. for a contract price of $3,428,400; to execute or designate qualified staff to execute all contract and project management functions including, but not limited to, issuance of notices to proceed, contract amendments not to exceed a cumulative total of 15% ($514,260) of the initial contract price listed above; and to manage the contract to ensure products meet the contract specifications. ADOPTED BY THE METROPOLITAN WASTEWATER MANAGEMENT COMMISSION OF THE SPRINGFIELD/EUGENE METROPOLITAN AREA ON THE 14TH DAY OF JUNE 2019. _____________________________________________ Vice-President: Pat Farr ATTEST: ___________________________________ Secretary: Kevin Kraaz Approved as to form: ___________________________ MWMC Legal Counsel: Kristin Denmark ______________________________________________________________________________ M E M O R A N D U M DATE: June 6, 2019 TO: Metropolitan Wastewater Management Commission (MWMC) FROM: Matt Stouder, General Manager SUBJECT: Small Homes Systems Development Charges (SDCs) ACTION REQUESTED: Approve Resolution 19-11 for Small Homes SDCs ISSUE In 2018, pursuant to Resolution 18-09, the Commission established the Small House SDC Project to help offset the costs of SDCs for small houses. The Commission budgeted $100,000 to be made available to builders of eligible structures. The Small House SDC Project is set to sunset on June 30, 2019, unless extended by action of the Commission. BACKGROUND The Cities of Eugene and Springfield have both identified infill development and affordable housing as priority community issues. The Commission has expressed a desire to support intergovernmental cooperation on these issues, and agreed to examine its SDCs for small houses in 2017. After a series of conversations, the Commission determined that assessing small houses (800 square feet or smaller) at an SDC rate consistent with the MWMC’s existing multi-family rate would be justifiable and defensible. This rate is currently $1,501.84, which is approximately $250.30 or 14% less than the rate for a standard single family dwelling unit. In 2018, the Commission discussed developing a program that would allow the MWMC to offset SDCs on behalf of applicants that meet certain criteria and eligibility requirements for small houses. The Commission determined the program should mimic the actions of the local jurisdictions in a proportionate manner to how the local jurisdiction imposes SDCs for small houses. Ultimately, the Commission directed staff to establish the Small House SDC Project as a line item in the MWMC’s budget for an amount of $100,000. The Project is scheduled to sunset on June 30, 2019 (or upon expenditure of the budgeted $100,000) unless extended by an action of the Commission. Memo: Small Homes Systems Development Charges (SDCs) June 6, 2019 Page 2 of 2 DISCUSSION As of the time of this memo, four (4) qualifying small houses have met the criteria set in place by the Commission and have taken advantage of the program and there are two (2) pending that staff is aware of. Of the $100,000 budgeted, $93,992.64 remains. At previous Commission meetings in 2018 and 2019, the Commission has expressed interest in rolling forward the remaining funds ($93,992.64) into the FY 2019-20 budget. Staff has taken the steps necessary to ensure this money is available in the Regional Wastewater Program Budget. The Commission has also expressed interest in exploring if the Small House SDC Project should continue for an additional year, with a new sunset date of June 30, 2020. If the Commission wishes to extend the Project beyond the June 30, 2019 date, it will need to take action at the June 14, 2019 meeting. Staff plans to discuss this issue with the Commission at the June 14, 2019 Commission meeting, and will provide an update with respect to the programs in place at the local jurisdiction level. Resolution 19-11 is attached (Attachment 1), which allows the Commission to extend the Small House SDC Project if approved. ACTION REQUESTED Staff requests Commission review and approval of Resolution 19-11. ATTACHMENTS 1. Resolution 19-11 ATTACHMENT 1 Resolution 19-11 Page 1 of 2 METROPOLITAN WASTEWATER MANAGEMENT COMMISSION RESOLUTION 19-11 ) IN THE MATTER OF ALLOCATING RESOURCES ) IN THE FY19/20 REGIONAL WASTEWATER ) PROGRAM BUDGET TO ASSIST IN THE ) PAYMENT OF SDC’S FOR SMALL HOUSES WHEREAS, The Cities of Eugene and Springfield have identified increasing access to affordable housing and infill development as a priority community issue; WHEREAS, The MWMC has determined that supporting construction of small houses aligns with the MWMC’s Key Outcome #3 to support a “successful intergovernmental partnership” with respect to affordable housing and infill development; WHEREAS, The MWMC has determined a “Small House” is 800 square feet or less and the resulting impact to the regional wastewater system from a Small House is proportionately less than single family dwellings; WHEREAS, The MWMC allocated $100,000 in the fiscal year 2018-19 budget to support payment of Systems Development Charges for newly constructed Small Houses; WHEREAS, $93,992.64 of the allocated $100,000 to support payment of Systems Development Charges for newly constructed Small Houses remains unspent as of June 14, 2019; WHEREAS, the City of Eugene and the City of Springfield may incentivize the construction of Small Houses through the reduction or payment of their respective System Development Charges; WHEREAS, the MWMC desires to support payment of Systems Development Charges for Small Houses imposed by it in a comparable manner as the respective cities impose System Development Charges on Small Houses during fiscal year 2019-20; WHEREAS, The MWMC desires to have the Small House SDC Project automatically expire on June 30, 2020, or upon the expenditure of the budgeted $93,992.64, whichever occurs first, unless the Commission elects to take action to extend it. ATTACHMENT 1 Resolution 19-11 Page 2 of 2 NOW, THEREFORE, BE IT RESOLVED BY THE METROPOLITAN WASTEWATER MANAGEMENT COMMISSION THAT: Matt Stouder, as the duly authorized Executive Officer of the MWMC, is hereby authorized to: (a) create a budget item for the Fiscal Year 2019-2020 budget whereby the MWMC may designate up to $93,992.64 to apply towards SDCs incurred by builders of eligible Small Houses; (b) delegate to MWMC staff the creation of criteria related to a structure’s eligibility for, and participation in, the Small House SDC Project in a manner that will apply compably to any Small House incentives for System Development Charges imposed by the respective city in which the construction will occur; (c) delegate to MWMC staff the authority to regulate and administer the Small House SDC Project to ensure only builders of eligible structures are allowed to participate in the Small House SDC Project and to ensure compliance with the budget; and (d) require the Small House SDC Project to automatically expire on June 30, 2020, or the upon the expenditure of $93,992.64, whichever occurs first, unless the Commission elects to take action to extend it. ADOPTED BY THE METROPOLITAN WASTEWATER MANAGEMENT COMMISSION OF THE SPRINGFIELD/EUGENE METROPOLITAN AREA ON THE 14TH DAY OF JUNE 2019. _____________________________________________ Vice-President: Pat Farr ATTEST: __________________________ Secretary: Kevin Kraaz Approved as to form: _________________________________ MWMC Legal Counsel: Kristin Denmark ______________________________________________________________________________ M E M O R A N D U M DATE: June 6, 2019 TO: Metropolitan Wastewater Management Commission (MWMC) FROM: Katherine Bishop, Environmental Services Program Manager SUBJECT: Property Insurance Renewal ACTION REQUESTED: Authorize and direct the General Manager to enter into agreements for insurance coverage to be effective on July 1, 2019 ISSUE The Metropolitan Wastewater Management Commission’s current property insurance coverage will expire on June 30, 2019. The MWMC’s insurance agent of record is Brown & Brown Northwest (BBNW). Ron Cutter, Senior Vice President/NW Public Sector Practice Leader and staff at BBNW have obtained property insurance coverage pricing for discussion and consideration. BACKGROUND The MWMC carries insurance policies that provide risk insurance coverage, including property insurance and liability insurance. Liability Insurance – At the December 14, 2018 meeting, the Commission authorized the MWMC General Manager to enter into an agreement for liability (casualty) insurance coverage for the 2019 calendar year effective January 1, 2019. This policy covers general liability, administrative liability, public officials’ liability, non-owned and hired automobile liability, hired automobile physical damage, and umbrella/excess liability. Property Insurance Coverage - Generally covers physical loss to buildings, equipment and systems, underground sewer pipelines, electronic data processing, and business personal property of the Commission. The property insurance also includes earthquake and flood coverage. The MWMC maintains insurance coverage levels including: a policy limit and flood coverage at $100 million, earthquake coverage at $75 million, and sewer pipes including underground pipes at a sublimit of $10 million. The property insurance deductible is $250,000 (with some exceptions) per occurrence; as such, the MWMC is self-insuring for potential losses below the deductible amount(s). Memo: Property Insurance Renewal June 6, 2019 Page 2 of 3 DISCUSSION Property Asset Values – The total insured value of the MWMC’s assets is $332.7 million in FY 2019-20, representing a net increase of $7.9 million or 2.4% in property and mobile equipment when compared to the prior year. The increase in asset values takes into consideration added/upgraded and/or removed systems, equipment, infrastructure and mobile equipment. The current MWMC statement of values includes the Digester #4 and the Maintenance Building Expansion projects that are now completed and the Water Quality Laboratory based on the contract amount, with the addition of the Renewable Natural Gas project for builders risk/course of construction coverage. The property premium pricing accounts for projects in construction and takes into consideration the construction schedules. Property Insurance – Due to the $332.7 million in assets and coverage levels for flood and earthquake, many insurance providers do not have the capacity to provide insurance coverage to meet the standard MWMC coverage levels for flood, earthquake, and underground pipes. At this time last year, the Commission approved property insurance renewal with Starr Technical Risks Agency effective July 1, 2018, which included the second year of a rate lock agreement. Staff is requesting approval to move forward with the third year of the extended rate lock agreement effective July 1, 2019. It is important to note that the Starr Technical Risks Agency property coverage includes earthquake coverage at $50 million. The additional Difference in Conditions (DIC) earthquake coverage is provided by separate insurance providers, with DIC earthquake in year three reflecting market changes based on quotes received in 2019. The table below provides the property insurance pricing from Starr Tech. The Starr Tech property insurance includes a policy limit of $100 million, a flood sublimit of $100 million, an earthquake sublimit of $50 million, and a sewer pipes sublimit of $10 million. The DIC additional earthquake coverage excludes underground sewer pipes, with pricing for $25 million in coverage (to $75M total) displayed below. Property Coverage Thru June 30, 2019 July 1, 2019 – June 30, 2020 Program Coverage & Premiums Expiring Renewal Starr Tech / ACE America All Risk Property Insurance includes $50M EQ $213,435 $211,530 DIC Earthquake at $25M $26,205 $30,183 TOTAL Premium $239,640 $241,713 Cost difference compared to Expiring - $2,073 % of cost difference to Expiring - 0.9% Property Insurable Values $324,848,937 $332,734,400 DIC EQ Insurable Values $258,759,137 $268,814,100 Premium Rate/$100 Starr Tech 0.066 0.064 Premium Rate/$100 DIC 0.010 0.011 Memo: Property Insurance Renewal June 6, 2019 Page 3 of 3 The property insurance pricing above does not include agent commissions, as the MWMC agent of record services are based on an annual fee paid directly by the MWMC. Fiscal Impact – The approved FY 2019-20 MWMC budget includes $320,000 programmed for property and liability insurance, the MWMC agent of record service expense based on an annual fee, plus other insurance related services. Staff will return to the Commission in late 2019 regarding general (casualty) liability insurance coverage for the 2020 calendar year. The requested action is for the property insurance coverage effective July 1, 2019 for the FY 2019-20, with Starr Technical / Ace America All Risk for the extended third year rate lock agreement including $50M in earthquake coverage (EQ), plus $25M in difference in conditions (DIC) earthquake coverage for a total $75M in EQ coverage at a premium of $241,713. At the meeting, staff will provide additional information and Ron Cutter, Senior Vice President/NW Public Sector Practice Leader at BBNW will be available to participate in the discussion. ACTION REQUESTED After review and discussion, the Commission is requested by motion, to authorize and direct the General Manager to enter into agreements to secure property insurance coverage for the period of July 1, 2019 through June 30, 2020. ____________________________________________________________________________________________________ M E M O R A N D U M DATE: June 6, 2019 TO: Metropolitan Wastewater Management Commission (MWMC) FROM: Josh Newman. Managing Civil Engineer SUBJECT: Renewable Natural Gas (RNG) Market Dynamics ACTION REQUESTED: Information, discussion and Commission direction ___________________________________________________________________________ ISSUE Staff and MWMC legal counsel have initiated negotiations with Trillium CNG (Trillium) to enter into an Offtake Agreement for the MWMC’s renewable natural gas (RNG). Because it has been two years since Trillium first proposed on the MWMC’s project and because market conditions have changed in that period, Trillium is no longer offering the same terms as were described in their 2017 proposal. At the June 14, 2019 Commission meeting staff will discuss market dynamics and the associated influence on the MWMC’s position with Trillium and for RNG sales more generally. Additionally, staff will provide an updated financial forecast adjusted to reflect the current terms proposed by Trillium. BACKGROUND On December 5, 2016, the MWMC issued a request for proposals (RFP) for the sale of RNG and the associated environmental attributes. That RFP yielded three proposals. A review team scored and ranked the proposals, and Trillium was selected as the offtaker for the MWMC’s RNG. However, the proposals resulting from the RFP were only valid for 360 days following the issuance of the RFP. That period ended on January 29, 2018. On May 11, 2018, the Commission approved moving forward with the design and construction of facilities necessary for the conversion of biogas to RNG for sale as contemplated in Trillium’s proposal. The decision was predicated on a financial forecast model developed by design consultant Kennedy Jenks Consultants and sub-consultant Blue Source. Staff discussed the underlying risks which included legislative, administrative, and market risks. In addition, staff discussed the need to enter into agreements with both NW Natural and Trillium. In order to keep the relationship with Trillium, MWMC entered into a non-binding letter of intent (LOI) with Trillium on August 17, 2018. The purpose of the LOI was to establish both parties’ intent to Memo: Renewable Natural Gas (RNG) Market Dynamics June 6, 2019 Page 2 of 3 cooperate in pursuit of an offtake agreement while the MWMC moved forward with the design and construction of the RNG facilities and negotiated an interconnection agreement with NW Natural (so that the RNG could be delivered to the vehicle fleets). In keeping with the project schedule, on February 21, 2019 the MWMC issued an RFP for the purchase of biogas upgrading equipment to allow the MWMC to upgrade the biogas to pipeline quality RNG. Three qualifying equipment proposals were received, and after evaluation and scoring, the highest scoring proposal was selected. On May 10, 2019 the Commission authorized the Executive Officer to enter into an Equipment Purchase Contract with the highest ranked equipment firm, which was Greenlane Biogas™. Since the May 10 meeting, staff has discussed the off-take agreement with Trillium. During these discussions, Trillium expressed that the terms set forth in their 2017 proposal were no longer reasonable given certain market place changes. These, along with other market dynamics, are discussed below. DISCUSSION The value of RNG derives in large part from the environmental credits available under federal and state programs. The total value of RNG used as a vehicle fuel has three components: The physical gas (or brown gas) value; the Renewable Identification Number (RIN) value; and a state low carbon fuel credit if the gas is used in either Oregon or California. In CA, the credits are established as a feature of the Low Carbon Fuel Standard (LCFS) and in Oregon, the credits are a feature of the Oregon Clean Fuel Standard (OCFS). If the fuel is used elsewhere in the US, the revenue value to the MWMC would be limited to the sum of the physical gas and RIN values as Oregon and California are the only states currently with low carbon fuel programs. More states are anticipated to follow Oregon and California’s lead and adopt similar programs in the future. Market variables that influence the MWMC’s revenue potential from RNG sales include: Limits to earning state credit values Competition for placement in OR and CA with RNG produced from dairy and hog farm digesters Federal Renewable Fuel Standard (RFS) administrative actions including: o The annual renewable volume obligation o Issuance of Small Refinery Hardship (SRH) Waivers o The annual cellulosic waiver credit (CWC) value o The “reset” and “set” provisions of the RFS These variables are described in Attachment 1. As the market has shifted, so too has Trillium’s percentages of the RIN and CA/OR state credits that Trillium is now to include in an offtake agreement. Table 1 below shows the comparison between the revenue split as proposed in 2017 and what Trillium has now suggested they can agree to. Memo: Renewable Natural Gas (RNG) Market Dynamics June 6, 2019 Page 3 of 3 Table 1 – Comparison between Trillium’s 2017 and current proposed revenue split RNG Component 2017 Proposed Revenue Split 2019 Proposed Revenue Split MWMC Trillium MWMC Trillium Physical Gas Value 100% 0% 100% 0% RIN 80% 20% 70% - 80% 20% - 30% LCFS (1), (2) 80% 20% 50% 50% OCFS (1), (2) 70% 30% 50% 50% (1) The 2019 proposed split on both LCFS and OCFS credits is 50% of the incremental value, which is the credit value for the RNG minus the credit value for conventional natural gas. (2) Trillium will no longer guarantee placement of the MWMC’s RNG in either of the CA or OR markets At the June 14, 2019, Commission meeting, staff will discuss the current understanding of market dynamics and present an updated financial forecast based on staff’s understanding of the changed offtake agreement terms described above. In addition, staff will discuss options for moving forward with the offtake agreement with Trillium. ACTION REQUESTED Staff requests the Commission’s input and direction in consideration of the upcoming capital investment associated with the purchase of the biogas upgrading equipment. ATTACHMENTS 1. Staff Summary of Market Variables Influencing Potential RNG Revenue Value Staff Summary of Market Variables Influencing Potential RNG Revenue Value ATTACHMENT 1 June 6, 2019 Page 1 of 3 Limitations and Opportunities to Earn State Credit for the MWMC’s RNG There are a finite number of vehicles in California and Oregon that can take renewable natural gas (RNG), which is a limit on the potential demand for RNG. At present, the potential demand for RNG greatly exceeds its availability in the two states where the low carbon fuel credit is available. The delta between potential demand for and availability of RNG in these states appears to be shrinking over time as the rate at which fleets are converting to be able to use RNG has lagged behind the rate at which new RNG projects are being developed. However is widely anticipated that other states will follow in California’s (CA’s) and Oregon’s (OR’s) footsteps. The more states that adopt low carbon fuel programs similar to CA and OR, the greater the likely value will be over the long term for the MWMC’s RNG. This is because more low carbon fuel programs means a greater opportunities for the MWMC nationwide to place their RNG in a state with such credit opportunities. Competition for State Credits Between RNG From Different Sources OR and CA credit programs are based on nearly identical frameworks. The value of the credit in both states is a function of the Carbon Intensity (CI) score of RNG, which is based on the feedstock. The lower the CI score, the higher the credit value of the RNG. In general, RNG derived from dairy or hog farm manure has the lowest CI scores. Next lowest is wastewater derived RNG, followed by landfill derived RNG. The estimated CI value of future RNG produced by the MWMC 33.71 grams CO2eq per joule. By comparison, some dairy digester projects are producing RNG with CI scores that are lower than negative-200 grams CO2eq per joule. This means that dairy and hog farm derived RNG can command state values that are five times higher than the value that municipal wastewater derived RNG can generate. This makes dairy and hog farm RNG more competitive in the CA and OR markets. Stated differently, as more dairy and hog farm projects come on line, it will make it more difficult to guarantee placement of the MWMC’s RNG in CA or OR markets. The advent of these ultra-low, negative CI score RNG projects is a relatively new development in the RNG space, gaining traction over the last six months or so. This is a key factor influencing the terms that Trillium is now willing to commit to under an off-take agreement as staff has recently discovered. Federal Renewable Fuel Standard (RFS) Administrative Policy Regardless of whether or not the MWMC’s RNG is placed in a state with low carbon fuel program, RNG used as vehicle fuel anywhere in the US qualifies for the credit associated with the RFS, known as the renewable identification number (RIN). The market and administrative variables that impact RIN value are discussed below. Renewable Volume Obligation (RVO): Under the RFS, the US Environmental Protection Agency (EPA) goes through an annual rulemaking to set the mandatory renewable fuel volume obligations that fuel producers and providers must meet. The EPA does this by estimating the supply potential of renewable fuels in the coming year. When the EPA underestimates available supply potential for the upcoming year, in general it results in low demand for RINs and RIN value falls. When the EPA over estimates supply for a coming year, then demand exceeds supply and, generally speaking, RIN values increase. As an example, the EPA underestimated growth in supply capacity in its estimation of the 2018 RVO, which lowered demand for D3 RINs. The EPA then substantially increased their estimate for the 2019 RVO, indicating a correction for their previous mistake. Staff Summary of Market Variables Influencing Potential RNG Revenue Value ATTACHMENT 1 June 6, 2019 Page 2 of 3 Cellulosic Waiver Credit (CWC) Price: The CWC is a mechanism allowed under the RFS to allow an alternative pathway for obligated parties to comply with the RFS cellulosic volume obligation. The EPA sets the value of the annual CWC based on the annual national average wholesale price of gasoline. The CWC price is a formula set by taking the greater of either 1) three dollars ($3), adjusted for inflation, minus the wholesale gasoline price; or 2) 25 cents. The cellulosic volume obligation (which traditionally is met through direct blending with a cellulosic fuel like RNG or purchase of a D3 RIN) can alternatively be met through the purchase of the CWC plus the purchase of a D5 RIN at market value. The value of the CWC thus can impact demand for, and trading value of, D3 RINs. However, CWCs must be used in the year they are issued while a D3 RIN can be banked and used in subsequent years. That additional flexibility provides added value to D3 RINs generated through the production of RNG (or other forms of cellulosic biofuels). It should be noted that the MWMC’s RIN price forecast model, developed by Blue Source, uses the CWC plus D5 RIN as a proxy for the D3 RIN. This is because of the broad availability of gasoline fuel price forecasting models that can easily plug into the CWC calculation. Issuance of Small Refinery Hardship (SRH) Waivers: The RFS includes provisions allowing the EPA to issue SRH waivers under certain circumstances. When EPA issues excessive amounts of these SRH waivers, as they did in 2018, it lowers the demand for RINs including D3 RINs. This was seen by proponents of a strong RFS (agricultural and renewable fuels interest groups) as an abuse of the SRH provisions that has undermined Congressional intent of the RFS. The problem was so egregious in 2018 that D3 RINs lost 25% of their peak value and have continued to lose value in 2019 as refiners are holding off on purchasing RINs in hopes that they may indiscriminately be granted SRH waivers in 2019. In response to this, the Chairman of the US House Committee on Agriculture, Collin Peterson, together with Representatives Dusty Johnson, Dave Loebsack, Rodney Davis, and Roger Marshall introduced the bipartisan Renewable Fuel Standard Integrity Act of 2019, which is aimed at preventing future abuses of the SRH provisions. “Reset” and “Set” Provision of the RFS – The 2007 Energy Security and Independence Act set renewable fuel volume requirements for a variety of categories (e.g., biogas qualifies under the cellulosic biofuels category) through the year 2022. Under the federal code, EPA can use its waiver authority to lower the RVOs when it estimates supply shortfalls in an upcoming year. In July of 2018, the EPA announced its estimate of the 2019 RVO as well as its intention to modify applicable volumes under the so-called “Reset” provision of the federal code1. This authority is triggered when in two consecutive years the EPA has waived at least 20-percent of any RVO, which occurred with EPA’s 2019 RVO rule. The “Reset” provision will require the EPA to modify the volumes for the remaining years following 2019 (i.e., the years 2020 through 2022) in accordance with the following six studies: Air quality, climate change, conversion of wetlands, water quality, etc. Energy security of the US 1 The “reset” provision described in 42 U.S. Code § 7545, subpart (o)(7)(F) entitled “modification of applicable volumes” Staff Summary of Market Variables Influencing Potential RNG Revenue Value ATTACHMENT 1 June 6, 2019 Page 3 of 3 Excepted annual rate of production of renewable fuels Infrastructure Cost of transportation fuels and cost to transport goods Job creation, price of agricultural commodities, food prices, etc. This also will overlap with the so-called “Set” authority2 requiring that for years after 2022, the EPA, the US Department of Energy (DOE) & the US Department of Agriculture will work together to set the annual RVOs based on the 6 studies mentioned above and a review of the program from 2010-2022. If new RVOs are set and achieved under the “Reset” and “Set” described above, it is unclear whether obligated parties will still be eligible to purchase a CWC. This is the subject of speculation among those in the industry. Some in the industry view the CWC as an intrinsic floor price, while others view it as a price governor. Because MWMC’s RIN forecast model relies on the availability of CWCs over the lifecycle of the project, in the event these were no longer available the model would need to be completely overhauled. However, at this time there is no basis to update the MWMC’s RIN forecast model. This topic will be revisited when there is better clarity from the EPA whether the CWC will be allowed following the “reset” and “set” RVO modifications. 2 The “Set” provision described in 42 U.S. Code § 7545, subparts (o)(2)(B)(ii) entitled “other calendar years”