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HomeMy WebLinkAboutI- 4 Azusa's Scheduling Coordinator Application- Exection of Agreements t‘ The Cityf o Azusa ,-,,., „ AZUSA LIGHT & WATER For Quality of Life AGENDA ITEM TO: Honorable Mayor and City Council FROM: Joseph F. Hsu, Director of Utilities ----) . VIA: Rick Cole, City Manager(LL' DATE: October 13, 1998 SUBJECT: Azusa's Scheduling Coordinator Application—Execution of Agreements BACKGROUND: The electricity industry in California became deregulated as of April 1 of this year. As part of the deregulation process, two independent entities have been created to manage the deregulation process, namely the Independent System Operator(ISO) and the Power Exchange (PX). The ISO performs the scheduling of electric power/transmission within California and maintains the reliability of California electric system, and the PX establishes a market for electricity trading. In order to conduct businesses with the ISO and the PX, entities are required to be certified both technically and financially by the ISO and the PX. In Azusa's case, interactions with the ISO is unavoidable and mandatory since Azusa resides within the ISO's control area, whereas interaction with the PX is voluntary since Azusa may elect not to conduct businesses directly with the PX. Since April 1 until now, Southern California Edison Company(SCE) has served as Azusa's conduit to interact with both the ISO and the PX. SCE agreed to serve this role for a limited period of time, namely six months, as part of the 1998 Azusa-Edison Settlement Agreement that the City entered into in late 1997. During the past four and a half months, staff has familiarized with the operational requirements to interact with the ISO through SCE, and feels confident that now is the appropriate time for the City to seek an official status with the ISO to interface with the ISO directly. The City applied for the Scheduling Coordinator status in September; the ISO has accepted City's application, subject to execution of the necessary agreements and proper technical certification. The attached Scheduling Coordinator Agreement and the Meter Service Agreement For Scheduling Coordinators are part of a series of agreements the City will need to execute to complete the certification process. 729 N. Azusa Avenue P.O. Box 9500 Azusa, California 91702 626/812-5208 (phone) 626/334-3163 (fax) utilitiescazusa a.g v (e-mail) FISCAL IMPACT: The attached agreements will certify that the City will abide by the ISO Tariffs and Rules and Protocols, and reimburse ISO for all ISO services. Staff's current estimate of the ISO charges can be up to $400,000 per year, subject to refinements with the actual operations. Such costs cannot be avoided by the City whether the City is a Scheduling Coordinator or not; since the City resides within the ISO control area. Staff has included such costs in the FY 98/99 Light Fund budget. RECOMMENDATION: Staff recommend the City Council authorize the Mayor to execute the attached agreements, and further authorize the City Manager or his designee to execute additional agreements if needed to ensure timely certification by the ISO. Prepared by: Bob Tang, Manager of Integrated Resource Planning CALIFORNIA INDEPENDENT SYSTEM OPERATOR AND CITY OF AZUSA SCHEDULING COORDINATOR AGREEMENT V CALIFORNIA ISO SCHEDULING COORDINATOR AGREEMENT Scheduling Coordinator Agreement THIS AGREEMENT is made this day of , and is entered into, by and between: (1) The City of Azusa, California(Azusa)having a registered or principal executive office at 729 N. Azusa Ave.,Azusa, California. 91702(the"Scheduling Coordinator") and (2) CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION, a California nonprofit public benefit Corporation having a principal executive office located at such place in the State of California as the ISO Governing Board may from time to time designate (the"ISO"). Whereas: A. The Scheduling Coordinator has applied for certification by the ISO under the certification procedure referred to in Section 2.2.3 of the ISO Tariff. B. The Scheduling Coordinator wishes to schedule Energy and Ancillary Services on the ISO Controlled Grid under the terms and conditions set forth in the ISO Tariff. NOW IT IS HEREBY AGREED as follows: 1. Definitions A. Terms and expressions used in this Agreement shall have the same meanings as those contained in the Master Definitions Supplement to the ISO Tariff. B. The"ISO Tariff" shall mean the ISO Operating Agreement and Tariff as amended from time to time,together with any Appendices or attachments thereto. 2. Covenant of the Scheduling Coordinator The Scheduling Coordinator agrees that: A. the ISO Tariff governs all aspects of scheduling of Energy and Ancillary Services on the ISO Controlled Grid, including (without limitation),the financial and technical criteria for Scheduling Coordinators, bidding, settlement, information reporting requirements and confidentiality restrictions; ISO REV 02.0498 1 V CALIFORNIA ISO SCHEDULING COORDINATOR AGREEMENT B. it will abide by, and will perform all of the obligations under the ISO Tariff placed on Scheduling Coordinators in respect of all matters set forth therein including,without limitation, all matters relating to the scheduling of Energy and Ancillary Services on the ISO Controlled Grid, ongoing obligations in respect of scheduling, Settlement, system security policy and procedures to be developed by the ISO from time to time, billing and payments, confidentiality and dispute resolution; C. it shall ensure that each UDC, over whose Distribution System Energy or Ancillary Services are to be transmitted in accordance with Schedules,Adjustment Bids or bids for Ancillary Services submitted to the ISO by the Scheduling Coordinator, enters into a UDC operating agreement in accordance with Section 4 of the ISO Tariff; D. it shall ensure that each Generator for which it schedules Energy or on whose behalf it submits to the ISO Adjustment Bids or bids for Ancillary Services enters in to a Generator agreement in accordance with Section 5 of the ISO Tariff; E. it shall have the primary responsibility to the ISO, as principal,for all Scheduling Coordinator payment obligations under the ISO Tariff; F. its status as a Scheduling Coordinator is at all times subject to the ISO Tariff. 3. Term and Termination • 3.1 This Agreement shall commence on the date the Scheduling Coordinator is certified by the ISO as a Scheduling Coordinator. 3.2 This Agreement shall terminate upon acceptance by FERC of a notice of termination. The ISO shall timely file any notice of termination with FERC.. 4. Assignment Either party may assign its obligations under this Agreement with the other party's consent, such consent shall not to be unreasonably withheld. 5. Partial Invalidity If any provision of this Agreement, or the application of such provision to any persons,circumstance or transaction, shall be held invalid, the remainder of this Agreement, or the application of such provision to other persons or circumstances or transactions, shall not be affected thereby. ISO REV 02.0498 2 CALIFORNIA ISO SCHEDULING COORDINATOR AGREEMENT 6. Settlement Account The Scheduling Coordinator shall maintain at all times an account with a bank capable of Fed-Wire Transfer to which credits or debits shall be made in accordance with the billing and Settlement provisions of Section 11 of the ISO Tariff. Such account shall be the account referred to in Clause 7 hereof or as notified by the Scheduling Coordinator to the ISO from time to time by giving at least 7 days written notice before the new account becomes operational. 7. Notices Any notice, demand or request made to or by either party regarding this Agreement shall be made in accordance with the ISO Tariff and unless otherwise stated or agreed shall be made to the representative of the other party indicated below. ISO: Name of Primary Representative: Byron Woertz Name of Alternative Representative: Deborah A. Le Vine Address: 151 Blue Ravine Road Folsom State: CA Zip Code: 95630 E-Mail Address: bwpertz@caiso.com Phone No: (916)351-4446 Fax No: (916) 351-2263 Scheduling Coordinator: Name of Primary Representative: Joseph F. Hsu Name of Alternative Representative: Bob Tang Address: 729 N. Azusa Ave. P.O. Box 9500 State: California Zip Code: 91702 E-Mail Address: bobtang@azusa.ca.gov Phone No: (626)812-5214 Fax No: (626)334-3163 ISO REV 02.0498 3 V CALIFORNIA ISO SCHEDULING COORDINATOR AGREEMENT Settlement Account No: 18140307 Title: Azusa Sort Code: ABA#1220-0049-6 Bank: Union Bank of California 8. Agreement to be bound by ISO Tariff The ISO Tariff is incorporated herein and made a part hereof. In the event of a conflict between the terms and conditions of this Agreement and any other terms and conditions set forth in the ISO Tariff,the terms and conditions of the ISO Tariff shall prevail. 9. Electronic Contracting. All submitted applications, schedules, bids,confirmations,changes to information on file with the ISO and other communications conducted via electronic transfer(e.g. direct computer link, FTP file transfer, bulletin board, e-mail,facsimile or any other means established by the ISO)shall have the same legal rights, responsibilities, obligations and other implications as set forth in the terms and conditions of the ISO Tariff as if executed in written format. ISO REV 02.0498 4 V CALIFORNIA ISO SCHEDULING COORDINATOR AGREEMENT IN WITNESS WHEREOF,the Parties have caused this Agreement to be executed by their respective authorized officials. California Independent System Operator Corporation: By: Name: Title: Date: The City of Azusa By: Name: Title: Date: ISO REV 02.0498 5 CALIFORNIA INDEPENDENT SYSTEM OPERATOR AND CITY OF AZUSA METER SERVICE AGREEMENT FOR SCHEDULING COORDINATORS CALIFORNIA ISO METER SERVICE AGREEMENT METER SERVICE AGREEMENT FOR SCHEDULING COORDINATORS THIS AGREEMENT is dated this day of , 19 and is entered into, by and between: (1) The City of Azusa, California (Azusa) having its registered and principal place of business located at 729 N. Azusa Ave., Azusa, CA 91702 (the "SC"); and (2) California Independent System Operator Corporation, a California non- profit public benefit corporation having a principal executive office located at such place in the State of California as the ISO Governing Board may from time to time designate, initially 151 Blue Ravine Road, Folsom, California 95630 (the "ISO"). The SC and the ISO are hereinafter referred to as the "Parties". Whereas: A. Section 10.6.7 of the ISO Tariff requires the ISO to enter into a meter service agreement with each SC responsible for providing Settlement Quality Meter Data for SC Metered Entities that it represents. B. Section 10.6.7 of the ISO Tariff requires SCs to ensure that the SC Metered Entities that they represent adhere to the requirements and standards for Metering Facilities set forth in Section 10.6. C. The Parties are entering into this Agreement in order to establish the terms and conditions upon which the ISO and the SC shall discharge their respective duties and responsibilities pursuant to this Agreement and the ISO Tariff. D. All obligations and responsibilities included in this Agreement may be set forth in further detail in the Metering Protocol of the ISO Tariff. NOW THEREFORE, in consideration of the mutual covenants set forth herein, THE PARTIES AGREE as follows: ISO REV 03.0478 1 CALIFORNIA ISO METER SERVICE AGREEMENT ARTICLE I DEFINITIONS AND INTERPRETATION 1.1 Master Definitions Supplement. Unless defined in Section 1.2 of this Agreement, all terms and expressions used in this Agreement shall have the same meaning as those contained in the Master Definitions Supplement to the ISO Tariff. 1.2 Special Definitions for this Agreement. In this Agreement, the following words and expressions shall have the meanings set forth below: "ISO Authorized Inspector" has the meaning as defined in the Metering Protocol of the ISO Tariff. "ISO Metered Entity" means: (a) any one of the following entities that is directly connected to the ISO Controlled Grid: i. a Generator other than a Generator that sells all of its Energy (excluding any Energy consumed by auxiliary load equipment electrically connected to that Generator at the same point) and Ancillary Services to the UDC in whose Service Area it is located; ii. an Eligible Customer; or iii. an End-User other than an End-User that purchases all of its Energy from the UDC in whose Service Area it is located; and (b) any one of the following entities: i. a Participating Generator; or ii. a Participating TO in relation to its Tie Point Meters with other TOs or Control Areas. "Metering Protocol" means the Metering Protocol of the ISO Tariff on the subject of revenue quality metering which sets forth the requirements and procedures that SCs, amongst others, shall meet and follow in order to comply with their obligations under Section 10 of the ISO Tariff. "MDAS" means the ISO's revenue metering data acquisition and processing system. "Metering Facilities" means revenue quality meters, instrument transformers, secondary circuitry, secondary devices, meter data servers, related communication facilities and other related local equipment. "SC" means Scheduling Coordinator. "Scheduling Coordinator Metered Entity" or"SC Metered Entity" means a Generator, Eligible Customer or End-User that is not an ISO Metered Entity. ISO REV 03.0478 2 jy CALIFORNIA ISO METER SERVICE AGREEMENT 1.3 Rules of Interpretation. The following rules of interpretation and conventions shall apply to this Agreement: (a) if there is any inconsistency between this Agreement and the ISO Tariff, the ISO Tariff will prevail to the extent of the inconsistency; (b) the singular shall include the plural and vice versa; (c) the masculine shall include the feminine and neutral and vice versa; (d) "includes" or"including" shall mean "including without limitation"; (e) references to a section, article or schedule shall mean a section, article or a schedule of this Agreement, as the case may be, unless the context otherwise requires; (f) a reference to a given agreement or instrument shall be a reference to that agreement or instrument as modified, amended, supplemented or restated through the date as of which such reference is made; (g) unless the context otherwise requires, references to any law shall be deemed references to such law as it may be amended, replaced or restated from time to time; (h) unless the context otherwise requires, any reference to a "person" includes any individual, partnership, firm, company, corporation, joint venture, trust, association, organization or other entity, in each case whether or not having separate legal personality; (i) unless the context otherwise requires, any reference to a Party includes a reference to its permitted successors and assigns; (j) any reference to a day, week, month or year is to a calendar day, week, month or year; and (k) the captions and headings in this Agreement are inserted solely to facilitate reference and shall have no bearing upon the interpretation of any of the terms and conditions of this Agreement. ARTICLE II TERM AND TERMINATION 2.1 Effective Date. This Agreement shall be effective as of the later of the date of execution of this Agreement, or the date it is accepted and made effective by FERC, and shall remain in full force and effect until terminated by operation of law or pursuant to Section 2.2 of this Agreement. ISO REV 03.0478 3 V CALIFORNIA ISO METER SERVICE AGREEMENT 2.2 Termination 2.2.1 Termination by ISO. Subject to Section 4.2, the ISO may terminate this Agreement by giving written notice of termination in the event that the SC commits any default under this Agreement and/or the ISO Tariff which, if capable of being remedied, is not remedied within thirty (30) days after the ISO has given it written notice of the default, unless excused by reason of Uncontrollable Force in accordance with Section 15 of the ISO Tariff. With respect to any notice of termination given pursuant to this Section, the ISO must file a timely notice of termination with FERC. The filing of the notice of termination by the ISO will be considered timely if: (1) the request to file a notice of termination is made after the preconditions for termination have been met, and (2) the ISO files the notice of termination within 30 days of receipt of such request. This Agreement shall terminate upon acceptance by FERC of such notice of termination. 2.2.2 Termination by SC. In the event that the SC wishes to terminate this Agreement, the SC shall give the ISO ninety (90) days written notice. With respect to any notice of termination given pursuant to this Section, the ISO must file a timely notice of termination with FERC. The filing of the notice of termination by the ISO will be considered timely if: (1) the request to file a notice of termination is made after the preconditions for termination have been met, and (2) the ISO files the notice of termination within 30 days of receipt of such request. This Agreement shall terminate upon acceptance by FERC of such a notice of termination. ARTICLE III GENERAL TERMS AND CONDITIONS 3.1 Agreement Subject to ISO Tariff . This Agreement shall be subject to the provisions of the ISO Tariff which shall be deemed to be incorporated herein, as the same may be changed or superseded from time to time. The Parties agree that they will comply with the provisions of Section 10 of the ISO Tariff and the Metering Protocol of the ISO Tariff. 3.2 Requirements and Standards for Metering Facilities. The SC shall ensure that the SC Metered Entities it represents shall adhere to the requirements and standards for Metering Facilities of its Local Regulatory Authority. If that SC Metered Entity's Local Regulatory Authority has not set any requirements or standards in relation to any of its Metering Facilities, the SC representing that SC Metered Entity must comply with the requirements and standards for those Metering Facilities as set forth in this Agreement and the ISO Tariff. ISO REV 03.0478 4 CALIFORNIA ISO METER SERVICE AGREEMENT 3.3 Obligations and Rights of the SC. 3.3.1 Meter Information. If the ISO so requests, the SC shall provide in the format prescribed by Schedule 1 to this Agreement the required information with respect to the meters for all SC Metered Entities it represents including the reference to specific distribution loss factors or methodology it proposes to use as determined by the relevant UDC and approved by the relevant Local Regulatory Authority. The SC must immediately notify the ISO of any changes to the information provided to the ISO in accordance with this Section 3.3.1 and provide the ISO with any information in relation to such change as reasonably requested by the ISO. Any amendments or additions to Schedule 1 shall not constitute an amendment to this Agreement. 3.3.2 Assistance and Cooperation of SC. The SC shall ensure that the ISO shall, upon reasonable notice, have access to the entire Metering Facilities of the SC Metered Entities that it represents from the meter data server to the Metering Facilities in order to inspect, test or otherwise audit those Metering Facilities. 3.3.3 Profiled and Cumulative Meter Data. The SC shall provide the ISO with any applicable load profile for each SC Metered Entity that it represents that is load profiled in accordance with the ISO Tariff. The SC shall provide a copy of the load profile applicable to each SC Metered Entity (if any) that it represents which shall be set forth in Schedule 2 to this Agreement. The SC must immediately notify the ISO of any changes to the load profiles referred to in Schedule 2 to this Agreement and provide the ISO with a copy of the new or amended load profile. Such change to Schedule 2 shall not constitute an amendment to this Agreement. 3.3.4 Security and Validation Procedures. The SC shall apply to the Meter Data of the SC Metered Entities that it represents, the security and validation procedures prescribed by the relevant Local Regulatory Authority. If the relevant Local Regulatory Authority has not prescribed any such procedures, the SC shall apply the procedures set forth in the Metering Protocol of the ISO Tariff. Meter Data submitted by an SC for SC Metered Entities shall conform to these standards unless the ISO has, at its discretion, exempted the SC from these standards. 3.4 Obligations and Rights of the ISO. 3.4.1 Exemptions Granted by ISO. Any exemptions provided for under the ISO Tariff that are granted by the ISO shall be set forth in Schedule 3 to this Agreement. Any amendment or addition to Schedule 3 shall not constitute an amendment to this Agreement. 3.4.2 ISO as Third-Party Beneficiary. The ISO shall be a third-party beneficiary to the agreements between the SC and SC Metered Entities that the SC represents. Such agreements shall grant the ISO access to any relevant ISO REV 03.0478 5 V CALIFORNIA ISO METER SERVICE AGREEMENT information, records and facilities of the SC Metered Entity as needed for the ISO to fulfill its obligations under this Agreement and the ISO Tariff. ARTICLE IV PENALTIES & SANCTIONS 4.1 Penalties. If the SC provides inaccurate or incorrect Settlement Quality Meter Data or fraudulent Meter Data to the ISO, the ISO shall be entitled to impose penalties and sanctions, including but not limited to suspension of trading rights following 14 days written notice to the SC. Fraudulent Meter Data means any data provided to the ISO by the SC that the SC knows to be false, incorrect or incomplete at the time it provided it to the ISO. All penalties and sanctions shall be set forth in Schedule 4 Part A. No penalties or sanctions, including the suspension of trading rights, may be imposed under this Agreement unless a Schedule providing for such penalties or sanctions has first been filed with and made effective by FERC. Nothing in the Agreement, with the exception of the provisions relating to ADR, shall be construed as waiving the rights of the SC to oppose or protest any penalty proposed by the ISO to the FERC or the specific imposition by the ISO of any FERC-approved penalty on the SC. The ISO will provide notice to all SCs of any filing of proposed penalties or sanctions with the FERC. The ISO shall notify the SC of those approved penalties within 14 days of their approval by the FERC. 4.2 Corrective Measures. If the SC or any SC Metered Entity that it represents fails to meet or maintain the standards for Metering Facilities or comply with the audit or test procedures as set forth in the ISO Tariff, the ISO shall be permitted to take corrective measures. Details of the corrective measures and rights the ISO may exercise upon any failure by any entity to meet those standards for Metering Facilities or to comply with the audit or test procedures shall be set forth in Schedule 4 Part B. ARTICLE V ACCESS TO METER DATA 5.1 Third Parties. Third parties that are authorized by the SC to access the Meter Data of a SC Metered Entity held by the ISO and that are entitled to such Meter Data shall be identified in Schedule 5 to this Agreement. The SC shall not provide a third party access to Meter Data of a SC Metered Entity unless the SC has permission from that SC Metered Entity to provide that access. The relevant UDCs and TOs shall be included in Schedule 5 provided that the SC Metered Entity has granted those UDCs and TOs access to its Meter Data. Any amendment or addition to Schedule 5 shall not constitute an amendment to this Agreement. The Scheduling Coordinator shall, on request by the SC Metered ISO REV 03.0478 6 CALIFORNIA ISO METER SERVICE AGREEMENT Entity, access the Meter Data held by the ISO relating to that SC Metered Entity and provide that Meter Data to the SC Metered Entity in a timely manner. ARTICLE VI COSTS 6.1 Certification, Inspection and Auditing of Meters. The SC shall be responsible for all reasonable costs incurred by the ISO or an ISO Authorized Inspector in connection with them carrying out the certification, inspection, testing or auditing of the meters identified in Schedule 1 from which the SC provides Meter Data to the ISO. The ISO or ISO Authorized Inspector will furnish the SC, upon request, an itemized bill for such costs. ARTICLE VII DISPUTE RESOLUTION 7.1 Dispute Resolution. The Parties shall make reasonable efforts to settle all disputes arising out of or in connection with this Agreement. In the event any dispute is not settled, the Parties shall adhere to the ISO ADR Procedures set forth in Section 13 of the ISO Tariff, which is incorporated by reference, except that all reference in Section 13 of the ISO Tariff to Market Participants shall be read as a reference to the SC Metered Entity and references to the ISO Tariff shall be read as references to this Agreement. ARTICLE VIII REPRESENTATIONS AND WARRANTIES 8.1 Representations and Warranties. Each Party represents and warrants that the execution, delivery and performance of this Agreement by it has been duly authorized by all necessary corporate and/or governmental actions, to the extent authorized by law. 8.2 Necessary Authority. The SC represents and warrants that all of the entities which it identifies on Schedule 1 as SC Metered Entities that it represents have granted it all necessary authority to enable it to carry out its obligations under this Agreement and the ISO Tariff, and, subject to the execution and delivery by the ISO, this Agreement will be enforceable against the SC in accordance with its terms. 8.3 Meter Data Access. The SC represents and warrants that all third parties referred to in Schedule 5 to this Agreement have been authorized by the relevant SC Metered Entity as having access to its Settlement Quality Meter Data. ISO REV 03.0478 7 V CALIFORNIA ISO METER SERVICE AGREEMENT ARTICLE IX LIABILITY AND INDEMNIFICATION 9.1 Liability and Indemnification. The provisions of Section 14 of the ISO Tariff will apply to liability arising under this Agreement except that all references in Section 14 of the ISO Tariff to Market Participants shall be read as references to the SC and references in the ISO Tariff shall be read as references to this Agreement. ARTICLE X UNCONTROLLABLE FORCES 10.1 Uncontrollable Forces. Section 15 of the ISO Tariff shall be incorporated by reference into this Agreement except that all references in Section 15 of the ISO Tariff to Market Participants shall be read as references to the SC and all references to the ISO Tariff shall be read as references to this Agreement. ARTICLE XI MISCELLANEOUS 11.1 Assignments. Either Party may assign or transfer any or all of its rights and/or obligations under this Agreement with the other Party's prior written consent in accordance with Section 17 of the ISO Tariff. Such consent shall not be unreasonably withheld. Any such transfer or assignment shall be conditioned upon the successor in interest accepting the rights and/or obligations under this Agreement as if said successor in interest was an original Party to this Agreement. 11.2 Notices. Any notice, demand or request which may be given to or made upon either Party regarding this Agreement shall be made in accordance with the SC's SC Agreement and in accordance with Section 20.1 of the ISO Tariff. A Party must update the information in Schedule 6 as information changes. Such changes shall not constitute an amendment to this Agreement. 11.3 Waivers. Any waiver at any time by either Party of its rights with respect to any default under this Agreement, or with respect to any other matter arising in connection with this Agreement, shall not be deemed a waiver with respect to any subsequent default or other matter arising in connection with this Agreement. Any delay short of the statutory period of limitations in asserting or enforcing any right under this Agreement shall not constitute or be deemed a waiver of such right. ISO REV 03.0478 8 '14 CALIFORNIA ISO METER SERVICE AGREEMENT 11.4 Governing Law and Forum. This Agreement shall be deemed to be a contract made under and for all purposes shall be governed by and construed in accordance with the laws of the State of California, except its conflict of law provisions. The SC irrevocably consents that any legal action or proceeding arising under or relating to this Agreement to which the ISO ADR Procedures do not apply, shall be brought in any of the following forums, as appropriate: any court of the State of California, any federal court of the United States of America located in the State of California or, where subject to its jurisdiction, before the Federal Energy Regulatory Commission. 11.5 Consistency with Federal Laws and Regulations. This Agreement shall incorporate by reference Section 20.8 of the ISO Tariff as if the references to the ISO Tariff were referring to this Agreement. 11.6 Merger. This Agreement, including Appendix A, constitutes the complete and final agreement of the Parties with respect to the subject matter hereto and supersedes all prior agreements, whether written or oral, with respect to such subject matter. 11.7 Severability. If any term, covenant, or condition of this Agreement or the application or effect of any such term, covenant, or condition is held invalid as to any person, entity, or circumstance, or is determined to be unjust, unreasonable, unlawful, imprudent, or otherwise not in the public interest by any court or government agency of competent jurisdiction, then such term, covenant, or condition shall remain in force and effect to the maximum extent permitted by law, and all other terms, covenants, and conditions of this Agreement and their application shall not be affected thereby, but shall remain in force and effect and the Parties shall be relieved of their obligations only to the extent necessary to eliminate such regulatory or other determination unless a court or governmental agency of competent jurisdiction holds that such provisions are not separable from all other provisions of this Agreement. 11.8 Section Headings: Section headings provided in this Agreement are for ease of reading and are not meant to interpret the text in each Section. 11.9 Amendments. This Agreement and the Schedules and Appendices attached hereto may be amended from time to time by the mutual agreement of the Parties in writing. Amendments that are subject to FERC approval shall not take effect until FERC has accepted such amendments for filing and has made them effective. If the amendment does not require FERC approval, the amendment will be filed with FERC for information. 11.10 Counterparts. This Agreement may be executed in one or more counterparts at different times, each of which shall be regarded as an original and all of which, taken together, shall constitute one and the same Agreement. ISO REV 03.0478 9 ai CALIFORNIA ISO METER SERVICE AGREEMENT IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be duly executed on behalf of each by and through their authorized representatives as of the date hereinabove written. California Independent System Operator Corporation By: Name: Title: Date: The City of Azusa By: Name: Title: Date: ISO REV 03.0478 10 V CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 1 METER INFORMATION [Section 3.3.1] Meter Number Name of the Facility: Azusa Substation Contact details for SC Metered Entity Representative Bob Tang, Manager of Integrated Resource Planning Phone: (626) 812-5214 Fax: (626) 334-3163 E-mail: bobtang@azusa.ca.gov ISO REV 03.0478 11 V CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 2 APPROVED LOAD PROFILE [Section 3.3.3] Attach details of each load profile used by the SC Metered Entities represented by the SC, the names of the SC Metered Entities that use each of those load profiles and the name of the Local Regulatory Authority that approved each of those load profiles. N/A ISO REV 03.0478 12 V CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 3 EXEMPTIONS FROM METERING STANDARDS AND OTHER REQUIREMENTS [Section 3.4.1] Exemption Attach variation with an explanation. Name of the relevant Local Regulatory Authority which sets security and validation standards for the SC Metered Entity. Other Exemptions ISO REV 03.0478 13 V CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 4 PART A ISO IMPOSED PENALTIES AND SANCTIONS [Section 4.1] [TO BE INSERTED UPON FERC APPROVAL] PART B CORRECTIVE MEASURES [Section 4.2] [TO BE DEVELOPED] ISO REV 03.0478 14 V CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 5 ACCESS TO METER DATA [Section 5.1] List the third parties authorized by each SC Metered Entity represented by the SC to access that SC Metered Entities' Settlement Quality Meter Data. Southern California Edison Company [Note: authorized users will not be able to access MDAS as at 1/198] ISO REV 03.0478 15 CALIFORNIA ISO METER SERVICE AGREEMENT SCHEDULE 6 NOTICE [Section 11.2] Name of Primary Representative: Joseph F. Hsu Title: Director of Utilities Address: 729 N. Azusa Avenue City/State/Zip Code_ Azusa, CA 91702-9500 Email address: Phone: (626) 812-5219 Fax: (626) 334-3163 Name of Alternative Representative: Bob Tang Title: Manager of Integrated Resource Planning Address: 729 N. Azusa Avenue City/State/Zip Code Azusa, CA 91702-9500 Email address: bobtang@azusa.cal.gov Phone: (626) 812-5214 Fax: (626) 334-3163 ISO REV 03.0478 16 V CALIFORNIA ISO METER SERVICE AGREEMENT ISO: Name of Primary Representative: Byron Woertz Title: Director, Client Relations Address: 151 Blue Ravine Road City/State/Zip Code Folsom, CA 95630 Email address: bwoertz@caiso.com Phone: (916) 351-4446 Fax: (916) 351-2263 Name of Alternative Representative: Deborah A. Le Vine Title: Director of Contracts and Compliance Address: 151 Blue Ravine Road City/State/Zip Code Folsom, CA 95630 Email address: dlevine@caiso.com Phone: (916) 351-2144 Fax: (916) 351-2487 ISO REV 03.0478 17 CALIFORNIA ISO METER SERVICE AGREEMENT APPENDIX A ISO UNDERTAKING 4� ".air p"kFY=: CALIfoRNIA ISO The ISO Metering Protocol does not yet include the Appendices which will detail the metering standards and technical standards for the certification and identification of revenue quality meters. The Appendices will set forth the relevant technical standards and requirements, which will be drawn from the following existing documents: (a) the Meter standards-Specifications MTRI-96, Engineering Specification for Poly- Phase Solid State Electricity Meters for use on the ISO Grid, dated January 8, 1997; and (b) the ISO Field Test/Audit and Certification Specifications, dated September 24, 1997 (collectively known as the "Technical Specifications"). The Technical Specifications were prepared by the Meter Sub-Team and have been available to stakeholders for a substantial period of time. Copies of the Technical Specifications are published on the ISO Home Page and may be obtained from the ISO by contacting the Meter and Data Acquisition Manager, Client Service Department. In the present form, however, the Technical Specifications do not employ the language and definitions used in the ISO Tariff or the Metering Protocol. Accordingly, the ISO is currently redrafting the Technical Specifications, using language that conforms with that contained in the ISO Tariff and the Metering Protocol. When this redrafting is completed, the revised versions of the Technical Specifications will then become the Appendices to the ISO Metering Protocol. The ISO will publish drafts of the Appendices as soon as they are available. Stakeholders will then be given an opportunity to comment on those draft Appendices. However, before publication and finalization of the Appendices, the ISO wishes to finalize execution of this Meter Service Agreement. Therefore, the ISO undertakes to the party to this Meter Service Agreement that the Appendices will, in substance and scope, contain the same technical standards and requirements as contained in the Technical Specifications. The ISO will also ensure that all interested parties are given sufficient opportunity to comment on the draft Appendices to identify any inconsistencies with the Technical Specifications before they are finalized and incorporated as attachments to the Metering Protocol. The ISO will review comments it receives on the draft Appendices in consultation with the Meter Sub-Team that prepared the Technical Specifications. ISO REV 03.0478 18