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HomeMy WebLinkAboutContract 58234 CSC No. 58234 ercot- ELECTRIC RELIABILITY COUNCIL OF TEXAS, INC. MEMBERSHIP APPLICATION AND AGREEMENT FOR MEMBERSHIP YEAR 2023 This Membership Application and Agreement for Membership Year 2023 (Agreement) is made and entered into by and between Electric Reliability Council of Texas, Inc. (ERCOT) and City of Fort Worth (Applicant). In consideration of the mutual covenants contained herein Applicant hereby submits its application for ERCOT Membership (Membership) and agrees to be bound by the obligations of Membership as further described herein and the ERCOT Bylaws. ERCOT will review this application and will provide Member services and benefits described herein, subject to the terms and conditions of this Agreement and the ERCOT Bylaws, provided that Applicant meets the requirements to become an ERCOT Member (Member). This Agreement shall be effective as of the date that ERCOT provides written notice approving this application for Membership Year 2023 (Effective Date). Please note that being registered as a Market Participant is independent from being a Member. Membership is completely optional and does not interfere with your Market Participant status. Capitalized terms that are not defined in this Agreement shall have the meaning as defined in the ERCOT Bylaws, as amended from time to time. A. Membership Application Information. 1 . Legal Name of Applicant. Provide full corporate name and, if applicable, assumed "doing business as" name, of Applicant applying for Membership. City of Fort Worth 2. Type of Membership. Select ONE of three available types of Membership below (that is, Corporate, Associate or Adjunct). Members who are Affiliates (as defined in the ERCOT Bylaws) may hold only one Corporate Membership among such Members. Other applicants applying for additional ERCOT Memberships, such as an Associate Membership, must use a separate Agreement for each Membership. The applicable Annual Member Dues listed below for each Membership type provide Corporate Members with rights pursuant to the ERCOT Bylaws and entitle Members to services ERCOT provides such as hosting ERCOT meetings, providing Members with necessary information and such other Member services as ERCOT may from time-to-time offer. OFFICIAL RECORD ERCOT Membership Application and Agreement for Membership Year 2023 CITY SECRETARY ERCOT Public FT. WORTH, TX >[ Corporate. Voting. $2,000 per Membership Year (except Residential and Commercial Consumer Members' Annual Member Dues are $100 per Membership Year). Corporate Membership includes the right to vote on matters submitted to the general Membership, such as election of Technical Advisory Committee (TAC) Representatives and TAC subcommittee representatives. ❑ Associate. Non-voting. $500 per Membership Year (except Residential and Commercial Consumer Members' Annual Member Dues are $50 per year). Associate Membership does not provide any voting rights for matters submitted to the general Membership. However, an Associate Member may be elected by Corporate Members to serve as a voting member of TAC or a TAC subcommittee. ❑ Adjunct. Non-voting. $500 per Membership Year. Applicants not meeting the Segment requirements for Membership may join as Adjunct Members upon Board of Directors approval. Adjunct Membership does not provide any voting rights for matters submitted to the general Membership nor any right to be elected or appointed to TAC or a TAC subcommittee. Adjunct Members shall be bound by the same obligations as other Members. 3. Payment of Annual Member Dues. The applicable Annual Member Dues must be paid and received by ERCOT by the Record Date, as determined pursuant to the ERCOT Bylaws and defined in Section B.3. below, in order for the Member to participate in the elections for the Membership Year 2023. ERCOT has reduced staff available onsite to receive, distribute, and manage incoming postal mail, deliveries, faxes on a daily basis. As such, all Annual Member Dues shall be submitted by wire transfer. Please contact ERCOT at membership(a-)ercot.com for electronic funds transfer instructions. ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 2 4. Segment Eligibility. Check ONE Segment designation, as further described in the ERCOT Bylaws, for which Applicant believes in good faith that Applicant is eligible. X Consumer. Any entity meeting the definition for Residential Consumers, Commercial Consumers or Industrial Consumers as set forth in the ERCOT Bylaws. Check ONE Subsegment designation: ❑ Residential Consumer. The appointed Board Director representing residential consumer interests, an organization or agency representing the interests of residential consumers in the ERCOT Region, or the Residential Consumer TAC Representative. ❑ Small Commercial Consumer. A commercial consumer having a peak demand of 1000 KW or less (or an organization representing such consumers). X Large Commercial Consumer A commercial consumer having a peak demand greater than 1000 KW. ❑ Industrial Consumer. An industrial consumer with at least one meter with average monthly demand greater than 1 megawatt consumed within the ERCOT Region engaged in an industrial process. An entity applying for ERCOT membership as a Residential Consumer, Small Commercial Consumer or Large Commercial Consumer is ineligible if that entity has interests in the electric industry in any other capacity than as an end-use consumer or represents the interests of another entity that has interests in the electric industry in any other capacity than as an end- use consumer. ❑ Cooperative. An Entity operating in the ERCOT Region that is: (i) A corporation organized under Chapter 161 of the Texas Utilities Code or a predecessor statute to Chapter 161 and operating under that chapter; (ii) A corporation organized as an electric cooperative in a state other than Texas that has obtained a certificate of authority to conduct affairs in the State of Texas; (iii) A cooperative association organized under Chapter 251 of the Texas Business Organizations Code or a predecessor to that statute and operating under that statute, or (iv) A River Authority as defined in Tex. Water Code §30.003. ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 3 ❑ Independent Generator. Any entity that is not a Transmission and Distribution Entity (T&D Entity) or an Affiliate of a T&D Entity and that (i) owns or controls generation of at least 10 MW in the ERCOT Region; or (ii) is preparing to operate and control generation of at least 10 MW in the ERCOT Region, and has approval of the appropriate governmental authority, has any necessary real property rights, has given the connecting transmission provider written authorization to proceed with construction and has provided security to the connecting transmission provider. ❑ If Applicant is a Member in the Independent Generator segment for the current Membership Year, check this box to confirm that as of the date of this Application, Applicant and/or one or more Affiliates is registered as a Power Generation Company (PGC) with the Public Utility Commission of Texas (PUCT) with respect to generation of at least 10 MW in the ERCOT Region. If Applicant is not a Member in the Independent Generator segment for the current Membership Year, please include with this Application a copy of PGC registration(s) with the PUCT for Applicant and/or its Affiliates for generation of at least 10 MW in the ERCOT Region. ❑ Independent Power Marketer. Any entity that is not a T&D Entity or an Affiliate of a T&D Entity and is registered at the PUCT as a Power Marketer to serve in the ERCOT Region. ❑ Independent Retail Electric Provider (REP). Any entity that is certified by the PUCT to serve in the ERCOT Region as a Retail Electric Provider under PURA §39.352 and that is not an Affiliate of a T&D Entity. ❑ Aggregator. For purposes of Segment classification, an aggregator may register to participate in this Segment if unable to qualify in any other Segment. ❑ Investor-Owned Utility. (i) An investor-held, for-profit "electric utility" as defined in PURA §31.002(6) that: (a) Operates within the ERCOT Region; (b) Owns 345 kV interconnected transmission facilities in the ERCOT Region; (c) Owns more than 500 pole miles of transmission facilities in the ERCOT Region; or (d) Is an Affiliate of an entity described in (a), (b) or (c); or (ii) A public utility holding company of any such electric utility. ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 4 ❑ Municipal. An entity operating in the ERCOT Region that owns or controls transmission or distribution facilities, owns or controls dispatchable generating facilities, or provides retail electric service and is either: (i) A municipally owned utility as defined in PURA §11 .003 or (ii) A River Authority as defined in Tex. Water Code §30.003. 5. Identification of Applicant's Designated Representative and Designated Representative Alternate. a. Designated Representative. ERCOT requires Applicant to designate an official representative in order for ERCOT to conduct ERCOT's corporate business (that is, for ERCOT to provide notice to each of its Members and for Members to participate and/or vote at Membership meetings, as applicable). Applicant identifies its designated representative for required notices to ERCOT Members, participation in meetings of the Corporate Members and voting issues, as applicable, as follows: Name: Dana Burghdoff Title: Assistant City Manager Address: 200 Texas St. City, State, Zip: Fort Worth, TX 76102 Phone: 817-392-8018 Email: Dana.Burghdoff(aVortworthtexas.gov b. Designated Representative Alternate. In the event that ERCOT is unable to contact Applicant's designated representative for any reason after reasonable attempts, Applicant identifies a designated representative alternate to receive required notices to ERCOT Members and to participate in meetings of the Corporate Members and voting issues, as applicable, as follows: Name: Steve Cooke Title: Property Management Director Address: 900 Monroe St. Suite 400 City, State, Zip: Fort Worth, TX 76102 Phone: 817-392-5134 Email: Stephen.Cooke(a)fortworthtexas.gov ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 5 6. Identification of Other Members who are Affiliates of Applicant. Applicant identifies other ERCOT Memberships held by Applicant or Affiliates of Applicant, if any (attach extra pages if necessary) as: (a) Member name: Segment: (b) Member name: Segment: (c) Member name: Segment: B. Membership Agreement. 1 . Membership. Any entity that qualifies for any of the Segment definitions set forth in the ERCOT Bylaws is eligible for Membership. Members must be an organization that either operates in the ERCOT Region or represents consumers within the ERCOT Region as provided in the ERCOT Bylaws. Members may join as a Corporate, Associate or Adjunct Member subject to the criteria set forth in the ERCOT Bylaws. Applicants must apply for Membership through an authorized officer or agent. 2. Term. The Membership Year 2023 begins on January 1 , 2023, and ends on December 31 , 2023. The term of this Agreement begins on the Effective Date and ends on December 31 , 2023. 3. Record Date. The record date for Membership Year 2023 is Friday, November 18, 2022 (Record Date). Only applicants who have been approved as Corporate Members for Membership Year 2023 as of the Record Date shall be provided notice of the Annual Membership Meeting on December 20, 2022. 4. Membership Dues. Annual Member Dues are provided in the ERCOT Bylaws. Any change in or waiver of Annual Member Dues must be approved pursuant to the procedures set forth in the ERCOT Bylaws. Any change in Member Dues for a particular category of Members shall automatically become effective as to all ERCOT Members without the necessity of amending this Agreement. All Memberships must be renewed annually. Annual Member Dues renewals shall be due by the Record Date for the Annual Membership Meeting. Annual Member Dues will not be prorated. Any Applicant may request that the Member's Annual Member Dues be waived for good cause shown. ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 6 5. Application for Membership. Applicant must submit the following items in order to apply for Membership: (i) Payment of the applicable Annual Member Dues; (ii) A copy of this Agreement, signed by an authorized representative of Applicant; and (iii) For Independent Generator segment applicants that are not Members in the Independent Generator segment for the current Membership Year, a copy of PGC registration(s) with the PUCT for Applicant and/or its Affiliates for generation of at least 10 MW in the ERCOT Region. For the reasons stated in Paragraph 3, all Annual Member Dues shall be submitted by wire transfer and all signed Applications for Membership shall be submitted by email to membership(cDercot.com. Upon receipt of payment and a signed copy of this Agreement, ERCOT will promptly notify Applicant of Membership status in writing, whether approved or not. 6. Change of Designated Representative or Designated Representative Alternate. All ERCOT Members shall maintain current contact information on file with ERCOT for their designated representative and designated representative alternate. An ERCOT Member may change its designated representative or designated representative alternate at any time by written request of a duly authorized representative of the ERCOT Member submitted to the ERCOT Legal Department at membership(a)ercot.com. 7. Changes in Affiliates. All ERCOT Members are required to notify ERCOT of any changes in their Affiliates in accordance with the ERCOT Bylaws. 8. Suspension and Expulsion. All ERCOT Members shall abide by the ERCOT Bylaws, as they may be amended from time to time, and any other rule or regulation duly adopted by the Board of Directors. Any ERCOT Member who violates any provision of this Agreement, the ERCOT Bylaws, or any other rule or regulation duly adopted by the Board of Directors may be reprimanded, suspended, and/or expelled in accordance with procedures adopted by the Board of Directors or set forth in the ERCOT Bylaws. Such action will affect all entities deriving Membership privileges through such ERCOT Member. Suspension and expulsion are cumulative and non-exclusive remedies that may be pursued against Applicant or any other ERCOT Member in addition to any other remedy available under the Standard Form Market Participant Agreement, any other agreement executed by the ERCOT Member, or any other applicable statutes, laws, rules, or regulations. 9. Amendment. This Agreement may be amended, modified, superseded, canceled, renewed, or extended and the terms and conditions hereof may be ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 7 waived only by a written instrument executed by both parties hereto or, in the case of a waiver, by the party waiving compliance. 10. Governing Law. This Agreement shall be governed by and construed and interpreted in accordance with the laws of the State of Texas that apply to contracts executed in and performed entirely within the State of Texas, without reference to any rules of conflict of laws. Parties consent to the exclusive jurisdiction of Texas. IN WITNESS WHEREOF, Applicant certifies that: (i) Applicant meets the requirements for ERCOT Membership in the Segment designated herein; (ii) All information provided herein is true and correct to the best of Applicant's knowledge; (iii) The signatory for Applicant is a representative authorized by Applicant with authority to bind Applicant contractually; and (iv) Through the signature of its authorized representative below, Applicant agrees to be bound by the terms of this Agreement, the ERCOT Bylaws, applicable ERCOT Protocols, and any other requirements duly adopted by the Board of Directors or required by the PUCT or applicable law. APPLICANT City of Fort Worth Z�Ia-llt� 3�GG Y' Dana Burghdoff(Oct 12,20 0:29 CDT Printed Name: Dana Burghdoff Title: Assistant City Manager Date: Oct 12, 2022 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX ERCOT Membership Application and Agreement for Membership Year 2023 ERCOT Public Page 8 Contract Compliance Manager: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. Juanita Rigsby/Juanita Rigsby(Oc 12,202216:50 CDT) Name of Employee/ Signature Energy Manager Title �pF°FORr 4 Ll This form is N/A as No City Funds are associated with this Contract O°o G P�'° o��d odd0 0 �vo 0 Printed Name Signature �� *o o*�d ° a d °O000000° p ��nEXAS.oAp APPROVED AS TO FORM AND LEGALITY: ATTESTED BY: Jannette S.Goodall(Oc 13,2022t 16:42 CDT) Christopher K.Austria,Assistant City Attorney Jannette Goodall, City Secretary NO M&C REQUIRED Stev�2,2022 14:41 CDT) Steve Cooke, Property Management Director OFFICIAL RECORD CITY SECRETARY FT.WORTH, TX Llos Yr� 816 Congres Avenue,Suite 1900 JV Austin,Texas 78701 Gosselink 512.472.512. 2.0532 p 532 f r�••• ATTORNEYS AT LAW Iglawfirm.com Mr.Brocato's Direct Line:(512)322-5857 Email: tbrocato@lglawfum.com MEMORANDUM TO: City and Other Political Subdivision Members of ERCOT FROM: Thomas Brocato DATE: October 4, 2022 RE: ERCOT Membership Renewal for 2023 The purpose of this memorandum is to recommend that your city or other political subdivision renew its membership in the Electric Reliability Council of Texas ("ERCOT") for 2023. For the reasons we detail below, an ERCOT membership continues to be a straightforward and cost-effective way for your city to influence electric policy in Texas, and we recommend that you submit your ERCOT membership renewal application and fee by Friday,November 18, 2022. The membership fee is $100 per year. WHAT is ERGOT? ERCOT is the entity that is responsible for operating the electric grid in the deregulated portion of Texas. Furthermore,ERCOT maintains the set of complicated rules that frame the way that electricity is bought and sold in the deregulated wholesale market. Through a process of negotiation and deliberation within committees of interested parties, the ERCOT stakeholder process is constantly reviewing and revising these rules,known as the ERCOT protocols. Most of the issues addressed at ERCOT are addressed nowhere else—the Public Utility Commission has largely delegated these issues to the ERCOT stakeholder process. WHAT ROLE DO CITIES PLAY IN THE ERCOT PROCESS? Consumers, such as cities and other political subdivisions, have a voice in ERCOT's decision-making process. Each segment of the ERCOT market has a vote on issues before ERCOT, through its representatives on the Technical Advisory Committee ("TAC"), the Wholesale Market Subcommittee ("WMS"), and the Retail Market Subcommittee ("RMS"). TAC,WMS, and RMS are the bodies responsible for making the most important decisions about the detailed workings of the ERCOT market. These decisions can have bottom-line impacts on electricity prices. A total of 137 cities and other political subdivisions joined ERCOT in 2022. With this membership strength, cities successfully elected two city representatives to TAC and one director to ERCOT's Board of Directors for 2022. A strong contingent of city members would make continuation of this strong presence likely for 2023. As you know, consumers in ERCOT face constant efforts by power generators and power marketers to modify the electricity market in ways that would increase prices. In 2023, ERCOT and the PUC will continue their work on several major market redesign initiatives. As a result, Cities' presence in the ERCOT process as a voice for consumers continues to be important. Lloyd Gosselink Rochelle&Townsend,PC October 4, 2022 Page 2 WHAT DOES AN ERCOT MEMBERSHIP REQUIRE? It is not difficult to renew your ERCOT membership. A simple form is required, along with payment of a$100 membership fee. Below,you will find a guide to complete the form. We are also available to assist you;please feel welcome to call me(Thomas Brocato)at 512-322-5857, or email me at tbrocato@lglawfirm.com. In order to vote for candidates for the 2023 TAC, WMS, and RMS, please send your renewal application and $100 fee to ERCOT by Friday,November 18, 2022. In completing the attached form, please note the following: • Only corporate members may vote in ERCOT matters. hi response to Question No. A.2 on the form, we recommend that cities renew as Corporate, rather than Associate, members. • On the following list of member cities, you can see which Consumer segment (Small or Large Commercial) your city joined in for 2022. We recommend that you choose the same segment on Question No.A.4 when renewing your membership for 2023. Please call me(Thomas Brocato)at 512-322-5857,or email me at tbrocato@lglawfirm.com if you have any questions about this. • For corporate members in the Small or Large Commercial Consumer Segment,the renewal fee is $100. The form designates how the payment is to be made in paragraph A.3. • In response to Question No.A.5,please designate as your authorized representative an employee of your city that can receive notices from ERCOT. ERCOT contacts its members very rarely; this person will not be inundated with emails, but may be asked to vote on important issues from time-to-time. Please also designate an alternate representative. During the coming year,please feel free to forward anything you receive from ERCOT to me at the email address above. • There is no need to answer Question No.A.6, as it is not relevant to cities' memberships in ERCOT. • Item A.3 on the form states you must still send the$100 fee to ERCOT by wire transfer. ERCOT is NOT accepting credit card or check payments this year. The electronic funds transfer instructions are attached to this memo. If payment by wire presents a difficulty for you, please contact me (Thomas Brocato)by email at tbrocato@lglawfirm.com. • After you have sent your application to ERGOT,please forward a copy of your application to us at tbrocato@lglawfirm.com and pestrada@lglawfirm.com. This will help us track pending applications, and will allow us to follow up with ERCOT if issues arise. Please feel free to call or email us if you have any questions in completing the form or about ERCOT in general. 1669/15/8485942 Lloyd Gosselink Rochelle&Townsend,PC ERCOT Master List of Members -Large and Small Commercial Consumers (137 Total) 1. Alamo 51. Harlingen Housing Authority 101. Robinson 2. Allen 52. Haslet 102. Rockport 3. Aquilla Water Supply District 53. Hewitt 103. Rockwall 4. Aransas County MUD No. 1 54. Highland Park 104. Rotan 5. Arlington 55. Honey Grove 105. Rowlett 6. Bedford 56. Houston 106. Sachse 7. Bellmead 57. Howe 107. Saginaw 8. Benbrook 58. Hurst 108. Seadrift 9. Beverly Hills 59. Hutto 109. Seagoville 10. Big Spring 60. Ingleside 110. Sierra Club 11. Breckenridge 61. Irving 111. Snyder 12. Brownwood 62. Johnson Co. SUD 112. South Texas Water Authority 13. Buffalo 63. Jolly 113. Spring Valley Village 14. Burkburnett 64. Josephine 114. Springtown 15. Caddo Mills 65. Justin 115. Sugar Land 16. Canton 66. Keller 116. Sulphur Springs 17. Carrollton 67. Kennedale 117. Sunnyvale 18. Cedar Hill 68. Kerens 118. Sweetwater 19. Centerville 69. Killeen 119. Taylor Lake Village 20. Clear Lake Shores 70. Kingsville 120. Temple 21. Cleburne 71. La Feria 121. Texas City 22. Clyde 72. Laguna Vista 122. The Colony 23. Colleyville 73. Lake Worth 123. Trophy Club 24. Coppell 74. Lakeside 124. Venus 25. Copperas Cove 75. Lancaster 125. Vernon 26. Corinth 76. Lewisville 126. Victoria 27. Corpus Christi 77. Lorena 127. Waco 28. Crowley 78. McAllen 128. Watauga 29. Dallas 79. McKinney 129. Waxahachie 30. Dalworthington Gardens 80. Mercedes 130. Webster 31. Decatur 81. Mesquite 131. Weston Lakes 32. Denison 82. Midlothian 132. Westover Hills 33. Dilley 83. Mont Belvieu 133. Wharton 34. Early 84. Morgan's Point 134. White Settlement 35. Eastland 85. Murchison 135. Wichita Falls 36. Ennis 86. Nassau Bay 136. Woodway 37. Euless 87. North Richland Hills 137. Wylie 38. Farmers Branch 88. Northlake 39. Fate 89. O'Donnell 40. Flower Mound 90. Oak Point 41. Forney 91. Odessa 42. Fort Worth 92. Ovilla 43. Frisco 93. Paris 44. Fulton 94. Piney Point Village 45. Gainesville 95. Plano 46. Glenn Heights 96. Port Lavaca 47. Grand Prairie 97. Portland 48. Grapevine 98. Pottsboro 49. Hamilton 99. Richland Hills 50. Harker Heights 100. River Oaks 1669/15/8350344 2022.03.23 TA ercot Tayl 2705 AUSTIN West Lake Dr. 8000 Metropolis Dr. Taylor, Texas 76574 Bldg.E,Suite 100 Your Power.Our Promise. T:512-248-3000 Austin, Texas 78744 T 512-225-7000 ercot.com ERCOT Banking Information Type of Payment Bank Wire ACH Account Type of Fee Accepted Name* Routing Routing Account Name Number ERCOT Fees: Membership and MP JPMorgan Electric Reliability Council of Registration Wire, ACH Chase 021000021 111000614 Texas, Inc. Fees Account 754360246 ** Please note the name of the Member entity on the wire transaction so the 2023 Membership Dues will be applied to the correct Member. ** *JPMorgan address is: 221 W. 60, Street Austin,TX 78701 ERCOT has provided its banking information with appropriate signature on ERCOT letterhead and W-9, at this time,will not complete any additional forms which require any other information or signatures from ERCOT. For verbal confirmations, please contact ERCOT at (512) 225-7000, ask for Daniel Guerrero, Treasury Analyst, or email treasur)r(dercot.com. Thank you, Leslie Wiley ERCOT Treasurer