Filings Under the Public Utility Holding Company Act of 1935, as Amended (“Act”), 58494-58496 [E5-5475]
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58494
Federal Register / Vol. 70, No. 193 / Thursday, October 6, 2005 / Notices
Applicant’s Address: 6803 S. Tucson
Way, Centennial, CO 80112.
The BlackRock Target Term Trust Inc.
[File No. 811–5657]
The BlackRock 1998 Term Trust Inc.
[File No. 811–6284]
The BlackRock 1999 Term Trust Inc.
[File No. 811–7312]
Summary: Each applicant, a closedend investment company, seeks an
order declaring that it has ceased to be
an investment company. By September
28, 2001, each applicant had made a
liquidating distribution to its
shareholders based on net asset value.
Each applicant incurred $28,000 in
expenses in connection with the
liquidations.
Filing Dates: The applications were
filed on January 7, 2002, and amended
on August 31, 2005.
Applicants’ Address: 100 Bellevue
Parkway, Wilmington, DE 19809.
Navellier Variable Insurance Series
Fund, Inc. [File No. 811–8079]
Summary: Applicant seeks an order
declaring that it has ceased to be an
investment company. On September 26,
2003, the Board of Directors voted to
liquidate the applicant. On May 26,
2004, the applicant made liquidating
distributions to its shareholders, based
on net asset value. Expenses of
$60,384.32 incurred in connection with
the liquidation were paid by Navellier &
Associates, Inc.
Filing Dates: The application was
filed on December 8, 2004 and amended
and restated on September 13, 2005.
Applicant’s Address: One East
Liberty, Third Floor, Reno, NV 89501.
will attend the Closed Meeting. Certain
staff members who have an interest in
the matters may also be present.
The General Counsel of the
Commission, or his designee, has
certified that, in his opinion, one or
more of the exemptions set forth in 5
U.S.C. 552b(c)(5), (7), (9)(B), and (10)
and 17 CFR 200.402(a)(5), (7), 9(ii) and
(10) permit consideration of the
scheduled matters at the Closed
Meeting.
Commissioner Nazareth, as duty
officer, voted to consider the items
listed for the closed meeting in closed
session.
The subject matters of the Closed
Meeting scheduled for Tuesday, October
11, 2005 will be:
Formal orders of private
investigations;
Institution and settlement of
injunctive actions;
Institution and settlement of
administrative proceedings of an
enforcement nature;
Opinion; and
Amicus consideration
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
The Office of the Secretary at (202)
551–5400.
Dated: October 3, 2005.
Jonathan G. Katz,
Secretary.
[FR Doc. 05–20182 Filed 10–4–05; 11:27 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Jonathan G. Katz,
Secretary.
[FR Doc. E5–5488 Filed 10–5–05; 8:45 am]
[Release No. 35–28041]
Filings Under the Public Utility Holding
Company Act of 1935, as Amended
(‘‘Act’’)
BILLING CODE 8010–01–P
September 30, 2005.
SECURITIES AND EXCHANGE
COMMISSION
Sunshine Act Meeting
Notice is hereby given, pursuant to
the provisions of the Government in the
Sunshine Act, Pub. L. 94–409, that the
Securities and Exchange Commission
will hold the following meetings during
the week of October 10, 2005:
A Closed Meeting will be held on
Tuesday, October 11, 2005 at 2:00 p.m.
Commissioners, Counsel to the
Commissioners, the Secretary to the
Commission, and recording secretaries
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19:52 Oct 05, 2005
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Notice is hereby given that the
following filing(s) has/have been made
with the Commission pursuant to
provisions of the Act and rules
promulgated under the Act. All
interested persons are referred to the
application(s) and/or declaration(s) for
complete statements of the proposed
transaction(s) summarized below. The
application(s) and/or declaration(s) and
any amendment(s) is/are available for
public inspection through the
Commission’s Branch of Public
Reference.
Interested persons wishing to
comment or request a hearing on the
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application(s) and/or declaration(s)
should submit their views in writing by
October 21, 2005, to the Secretary,
Securities and Exchange Commission,
Washington, DC 20549–0609, and serve
a copy on the relevant applicant(s) and/
or declarant(s) at the address(es)
specified below. Proof of service (by
affidavit or, in the case of an attorney at
law, by certificate) should be filed with
the request. Any request for hearing
should identify specifically the issues of
facts or law that are disputed. A person
who so requests will be notified of any
hearing, if ordered, and will receive a
copy of any notice or order issued in the
matter. After October 21, 2005, the
application(s) and/or declaration(s), as
filed or as amended, may be granted
and/or permitted to become effective.
Northeast Utilities, et al. (70–9755)
Northeast Utilities (‘‘NU’’), a public
utility holding company registered
under the Act, Building 111–4, One
Federal Street, Springfield,
Massachusetts 01105; Yankee Energy
System, Inc. (‘‘YES’’), a public utility
holding company subsidiary of NU,
exempt from registration under section
3(a)(1) of the Act by rule 2, and
Northeast Utilities Service Company,
NU’s service company subsidiary, 107
Selden Street, Berlin, Connecticut
06037; NU’s direct and indirect public
utility subsidiaries, The Connecticut
Light and Power Company (‘‘CL&P’’)
and Yankee Gas Services Company
(‘‘Yankee Gas’’), 107 Selden Street,
Berlin, Connecticut 06037, Western
Massachusetts Electric Company,
Building 111–4, One Federal Street,
Springfield, Massachusetts 01105
(‘‘WMECO’’ and with CL&P and Yankee
Gas, the ‘‘Utility Borrowers’’), Public
Service Company of New Hampshire,
Energy Park, 780 North Commercial
Street, Manchester, New Hampshire
03101 (‘‘PSNH’’), and Holyoke Water
Power Company (‘‘HWP’’), 107 Selden
Street, Berlin, Connecticut 06037; and
NU’s direct and indirect nonutility
subsidiaries, Northeast Nuclear Energy
Company, The Rocky River Realty
Company, The Quinnehtuk Company,
Properties, Inc., Yankee Energy
Financial Services Company, Yankee
Energy Services Company, NorConn
Properties, Inc., NU Enterprises, Inc.,
Northeast Generation Company,
Northeast Generation Services
Company, E. S. Boulos Company,
Woods Electrical Company, Inc., Woods
Network Services, Inc., Select Energy,
Inc., Select Energy New York, Inc., and
Mode 1 Communications, Inc., 107
Selden Street, Berlin, Connecticut
06037, and North Atlantic Energy
Corporation, North Atlantic Energy
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Federal Register / Vol. 70, No. 193 / Thursday, October 6, 2005 / Notices
Service Corporation (‘‘NAESC’’), Energy
Park, 780 North Commercial Street,
Manchester, New Hampshire, 03101;
and Select Energy Services, Inc., 24
Prime Parkway, Natick, Massachusetts
01760 (all of the above named
companies collectively the
‘‘Applicants’’) have filed a post-effective
amendment to an application/
declaration (‘‘Amendment’’) under
sections 6(a) and 7 of the Act.
Applicants state that by order dated
June 30, 2004 (Holding Co. Act Release
No. 27870) (‘‘2004 Order’’), the
Commission granted authority for NU,
YES and the Utility Borrowers to issue
short-term debt securities, subject to
certain conditions. NU was authorized
to issue up to an aggregate of $450
million of short-term debt at any one
time outstanding through June 30, 2007
(‘‘Authorization Period’’). The 2004
Order also authorized continued
operation of the NU Money Pool
through the Authorization Period,
based, in part, on the commitment by
NU, YES and the Utility Borrowers that,
apart from the securities issued for the
purpose of funding money pool
operations, no securities would be
issued under the authority obtained
under the 2004 Order unless: (i) The
security to be issued, if rated, is rated
investment grade; (ii) all outstanding
securities of the issuer that are rated are
rated investment grade; and (iii) all
outstanding securities of NU and YES
that are rated, are rated investment
grade (‘‘Investment Grade Conditions’’).
The 2004 Order also approved a Money
Pool borrowing limit for HWP of $10
million.
With this Amendment, the Applicants
seek the following authorizations: to
increase the amount of short-term debt
that NU may incur through the
Authorization Period from $450 million
to $700 million; to delete the Investment
Grade Conditions on issuance of certain
securities by NU, YES and the Utility
Borrowers; to add NAESC as a
participant in the NU Money Pool; and
to increase HWP’s Money Pool limit
from $10 million to $35 million.
Applicants state that no further
authorizations are being requested by
the Amendment and all other terms and
conditions in the 2004 Order will
remain applicable.
According to the Applicants,
management believes that the increase
is necessary at this time to continue to
support the credit and liquidity
requirements of its regulated and
competitive businesses. The Applicants
also state that NU needs the additional
liquidity to meet possible near-term,
temporary cash needs, such as cash
payments to buy our or buy down
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certain wholesale contracts, associated
with the holding company’s previously
announced exit from the wholesale
competitive energy business. In
addition, a number of Select Energy’s
energy contracts require, according to
Applicants, the posting of additional
collateral in the form of cash or letters
of credit in the event NU’s credit ratings
were to decline and in increasing
amounts dependent upon the severity of
the decline. Were NU’s unsecured
ratings to decline to sub-investment
grade, Select Energy states that it could,
under its present contracts, be asked to
provide, as of March 31, 2005,
approximately $500 million of collateral
or letters of credit to various unaffiliated
counterparties and approximately $154
million to several independent system
operators and unaffiliated local
distribution companies, which,
management states, NU would currently
be able to provide. In addition,
according to Applicants, Standard and
Poor’s credit rating agency, has imposed
reporting requirements industry-wide
for its new liquidity tests. Standard and
Poor’s liquidity tests demonstrate,
according to Applicants, that NU needs
additional credit capacity to support its
businesses in the event of certain
hypothetical adverse developments
affecting credit ratings and forward
prices of energy commodity products.
According to the Applicants, the
external short-term debt which NU is
requesting authority to issue may take a
variety of forms, including commercial
paper and unsecured notes with banks
or other institutional lenders under
credit facilities that are generally
available to borrowers with comparable
credit ratings. All short-term debt issued
by NU as a result of this Amendment
will have maturities of less than one
year from the date of issuance. NU states
that it will not issue any secured debt.
Commercial paper issued by NU may
be issued manually or through The
Depository Trust Company in the form
of book entry notes in denominations of
not less than $50,000 of varying
maturities. This commercial paper
would typically be sold to dealers at the
discount rate prevailing at the date of
issuance for commercial paper of
comparable quality and maturities sold
to commercial paper dealers generally.
The Applicants expect that the dealers
acquiring the commercial paper will
reoffer it at a discount to corporate and
institutional investors. The Applicants
state that no commercial paper will be
issued by NU unless the issuer believes
that the effective cost to it will be equal
to or less than the effective interest rate
at which it could issue short-term notes
in an amount at least equal to the
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58495
principal amount of the commercial
paper. The commercial paper will be
publicly issued and sold without
registration under the Securities
Exchange Act of 1933 in reliance upon
one or more applicable exemptions from
registration under that Act.
According to NU, the effective cost of
money on the short-term debt will not
exceed competitive market rates
available at the time of issuance for
securities having the same or reasonably
similar terms and conditions issued by
companies of comparable credit quality,
provided that in no event will the
effective cost of capital exceed 300 basis
points over the comparable term
London Interbank Offered Rate.
Issuance expenses will not exceed 5%
of the principal amount of the
securities. NU states that specific terms
of the short-term debt will be
determined by NU at the time of
issuance but that those terms will
comply in all regards to the parameters
of financings authorizations set forth in
the Amendment. A copy of all new
notes or loan agreements executed as a
result of the authority requested will be
filed under cover of the next quarterly
report under rule 24. NU states that,
subject to the NU Aggregate Short-term
Debt Limit, NU intends to renew and
extend outstanding short-term debt as it
matures, to refund such short-term debt
with other similar short-term debt, to
repay such short-term debt or to
increase the amount of their short-term
debt from time to time through the
Authorization Period.
In a recent order issued by the
Commission (Pepco Holdings, Inc.,
Holding Co. Act Release No. 27991, June
30, 2005), the Commission modified the
investment grade conditions applicable
to the issuance of securities by holding
companies and their public utility
subsidiaries, including the elimination
of investment grade requirements for the
issuance of short-term debt. Since the
2004 Order only authorized the issuance
of short-term debt and interest rate
hedges, the Applicants request that the
Commission eliminate the Investment
Grade Conditions set forth in the 2004
Order.
According to the Applicants, HWP
has embarked on a capital spending
program which will require it, among
other things, to install additional
pollution control equipment at its Mt.
Tom generating facility. This program,
expected to cost approximately $17
million, plus contingencies and other
requirements associated with ongoing
remediation of site contamination at Mt.
Tom, necessitates an increase in HWP’s
borrowing capacity. It has no external
sources of funds at present and is close
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58496
Federal Register / Vol. 70, No. 193 / Thursday, October 6, 2005 / Notices
to its authorized Money Pool limit. The
Money Pool represents an economic
alternative for HWP’s short-term
funding needs. Applicants request an
increase in HWP’s Money Pool limit
from $10 million to $35 million.
NAESC, which seeks authority to
participate in the NU Money Pool,
formerly operated the Seabrook Nuclear
Station, which was sold in 2002.
NAESC currently retains cash against
certain future obligations, and
Applicants state that NU’s cash
management system will be enhanced
by the addition of NAESC to the NU
Money Pool on the terms and conditions
set forth in the 2004 Order.
NU states that at all times during the
Authorization Period it will maintain
common equity (as reflected in the most
recent Form 10–K or Form 10–Q filed
with the Commission) of at least 30% of
its consolidated capitalization (net of
securitization debt). The term
‘‘consolidated capitalization’’ is defined
to include, where applicable, common
stock equity (comprised of common
stock, additional paid in capital,
retained earnings, accumulated other
comprehensive income or loss, and/or
treasury stock), minority interest,
preferred stock, preferred securities,
equity linked securities, long-term debt,
short-term debt and current maturities
(net of securitization debt).
NU states that, as of June 30, 2005,
NU’s consolidated capitalization (net of
securitization debt) consisted of 38.6%
common equity, 2.1% preferred stock,
59.3% long-term and short-term debt.
When securitization debt (Rate
Reduction Bonds) is included, NU’s
consolidated capitalization as of June
30, 2005, was 30.5% common equity,
1.7% preferred stock and 46.8% debt,
21.0% Rate Reduction Bonds.
The proceeds from the issuance of
short-term debt as requested in this
Amendment will be used for (i) general
corporate purposes, including
investments by and capital expenditures
of NU and its subsidiaries, including,
without limitation, the funding of future
investments in exempt wholesale
generators (‘‘EWGs’’), foreign utility
companies (‘‘FUCOs’’) (each to the
extent permitted under the Act or
Commission order), energy-related
companies (‘‘Rule 58 Subsidiaries’’) to
the extent permitted under the Act or
Commission order, and exempt
telecommunications companies
(‘‘ETCs’’), (ii) the repayment,
redemption, refunding or purchase by
NU or any subsidiary of any of its own
securities from non-affiliates under rule
42, and (iii) financing working capital
requirements of NU and its subsidiaries.
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19:52 Oct 05, 2005
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For the Commission, by the Division of
Investment Management, pursuant to
delegated authority.
Jonathan G. Katz,
Secretary.
[FR Doc. E5–5475 Filed 10–5–05; 8:45 am]
comments on the proposed rule change,
as amended, from interested parties.
BILLING CODE 8010–01–P
Amex proposes to establish a fee
based on the number of order
cancellations in equities, Exchange
Traded Fund Shares and Trust Issued
Receipts (hereinafter referred to as
‘‘equities and ETFs’’) routed through
Amex systems. Below is the text of the
proposed rule change, as amended.
Proposed new language is italicized;
proposed deletions are in [brackets].
*
*
*
*
*
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–52533; File No. SR–Amex–
2005–085]
Self-Regulatory Organizations;
American Stock Exchange LLC; Notice
of Filing and Immediate Effectiveness
of Proposed Rule Change Relating to
the Implementation of a Cancellation
Fee for Equities and ETFs
September 29, 2005.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on
September 20, 2005, the American Stock
Exchange LLC (‘‘Amex’’ or ‘‘Exchange’’)
filed with the Securities and Exchange
Commission (‘‘Commission’’) the
proposed rule change as described in
Items I, II and III below, which Items
have been prepared by Amex. On
September 23, 2005, Amex filed
Amendment No. 1 to the proposed rule
change.3 On September 26, 2005, Amex
filed Amendment No. 2 to the proposed
rule change.4 Amex has designated this
proposal as one establishing or changing
a due, fee, or other charge imposed by
Amex under Section 19(b)(3)(A)(ii) of
the Act,5 and Rule 19b–4(f)(2)
thereunder,6 which renders the proposal
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 In Amendment No. 1, the Exchange: (1) Clarified
that cancellations resulting from ‘‘Immediate or
Cancel’’ and ‘‘Fill or Kill’’ orders will not be
counted when determining the amount of the
cancellation fee to be charged to an executing
clearing member and updated the corresponding
proposed rule text; and (2) stated that Amex plans
to begin billing the cancellation fee in November
2005 based on order cancellations and executions
occurring in October 2005.
4 In Amendment No. 2, the Exchange made
technical corrections to the proposed rule text. The
effective date of the original proposed rule change
is September 20, 2005, the effective date of
Amendment No. 1 is September 23, 2005, and the
effective date of Amendment No. 2 is September 26,
2005. For purposes of calculating the 60-day period
within which the Commission may summarily
abrogate the proposed rule change under Section
19(b)(3)(C) of the Act, the Commission considers
the period to commence on September 23, 2005, the
date on which Amex filed Amendment No. 1. See
15 U.S.C. 78s(b)(3)(C).
5 15 U.S.C. 78s(b)(3)(A)(ii).
6 17 CFR 240.19b–4(f)(2).
2 17
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I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
Amex Equity Fee Schedule
I. Transaction Charges
No change.
II. Equities Order Cancellation Fee
The executing clearing member is
charged $0.25 for every equities and
ETF order sent for a mnemonic and
cancelled through Amex systems in a
given month when the total number of
equities and ETF orders executed for
that mnemonic is less than or equal to
10% of equities and ETF orders
cancelled through Amex systems for
that mnemonic in that same month. The
fee does not apply to mnemonics for
which fewer than 100,000 orders were
cancelled through Amex systems and
does not apply to the first 100,000
cancellations submitted for a
mnemonic. In addition, cancellations
resulting from ‘‘Immediate or Cancel’’ or
‘‘Fill or Kill’’ orders will not be counted
towards the number of cancellations
used to determine whether the fee
should be applied to a mnemonic and
will not be counted when determining
the amount of the cancellation fee
charged to an executing clearing
member. Executions of ‘‘Immediate or
Cancel’’ and ‘‘Fill or Kill’’ orders will
however be counted towards the number
of executions.
[II.] III. Regulatory Fee
No change.
*
*
*
*
*
Amex Exchange Traded Funds and
Trust Issued Receipts Fee Schedule
Exchange Traded Funds (ETFs)
include Portfolio Depositary Receipts,
Index Fund Shares and Trust Issued
Receipts. The fee imposed for executing
trades in these securities will vary
depending on for whom the trade is
executed as follows:
I. Transaction Charges for ETFs Without
Unreimbursed Fees to a Third Party
No change.
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Agencies
[Federal Register Volume 70, Number 193 (Thursday, October 6, 2005)]
[Notices]
[Pages 58494-58496]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E5-5475]
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SECURITIES AND EXCHANGE COMMISSION
[Release No. 35-28041]
Filings Under the Public Utility Holding Company Act of 1935, as
Amended (``Act'')
September 30, 2005.
Notice is hereby given that the following filing(s) has/have been
made with the Commission pursuant to provisions of the Act and rules
promulgated under the Act. All interested persons are referred to the
application(s) and/or declaration(s) for complete statements of the
proposed transaction(s) summarized below. The application(s) and/or
declaration(s) and any amendment(s) is/are available for public
inspection through the Commission's Branch of Public Reference.
Interested persons wishing to comment or request a hearing on the
application(s) and/or declaration(s) should submit their views in
writing by October 21, 2005, to the Secretary, Securities and Exchange
Commission, Washington, DC 20549-0609, and serve a copy on the relevant
applicant(s) and/or declarant(s) at the address(es) specified below.
Proof of service (by affidavit or, in the case of an attorney at law,
by certificate) should be filed with the request. Any request for
hearing should identify specifically the issues of facts or law that
are disputed. A person who so requests will be notified of any hearing,
if ordered, and will receive a copy of any notice or order issued in
the matter. After October 21, 2005, the application(s) and/or
declaration(s), as filed or as amended, may be granted and/or permitted
to become effective.
Northeast Utilities, et al. (70-9755)
Northeast Utilities (``NU''), a public utility holding company
registered under the Act, Building 111-4, One Federal Street,
Springfield, Massachusetts 01105; Yankee Energy System, Inc. (``YES''),
a public utility holding company subsidiary of NU, exempt from
registration under section 3(a)(1) of the Act by rule 2, and Northeast
Utilities Service Company, NU's service company subsidiary, 107 Selden
Street, Berlin, Connecticut 06037; NU's direct and indirect public
utility subsidiaries, The Connecticut Light and Power Company
(``CL&P'') and Yankee Gas Services Company (``Yankee Gas''), 107 Selden
Street, Berlin, Connecticut 06037, Western Massachusetts Electric
Company, Building 111-4, One Federal Street, Springfield, Massachusetts
01105 (``WMECO'' and with CL&P and Yankee Gas, the ``Utility
Borrowers''), Public Service Company of New Hampshire, Energy Park, 780
North Commercial Street, Manchester, New Hampshire 03101 (``PSNH''),
and Holyoke Water Power Company (``HWP''), 107 Selden Street, Berlin,
Connecticut 06037; and NU's direct and indirect nonutility
subsidiaries, Northeast Nuclear Energy Company, The Rocky River Realty
Company, The Quinnehtuk Company, Properties, Inc., Yankee Energy
Financial Services Company, Yankee Energy Services Company, NorConn
Properties, Inc., NU Enterprises, Inc., Northeast Generation Company,
Northeast Generation Services Company, E. S. Boulos Company, Woods
Electrical Company, Inc., Woods Network Services, Inc., Select Energy,
Inc., Select Energy New York, Inc., and Mode 1 Communications, Inc.,
107 Selden Street, Berlin, Connecticut 06037, and North Atlantic Energy
Corporation, North Atlantic Energy
[[Page 58495]]
Service Corporation (``NAESC''), Energy Park, 780 North Commercial
Street, Manchester, New Hampshire, 03101; and Select Energy Services,
Inc., 24 Prime Parkway, Natick, Massachusetts 01760 (all of the above
named companies collectively the ``Applicants'') have filed a post-
effective amendment to an application/declaration (``Amendment'') under
sections 6(a) and 7 of the Act.
Applicants state that by order dated June 30, 2004 (Holding Co. Act
Release No. 27870) (``2004 Order''), the Commission granted authority
for NU, YES and the Utility Borrowers to issue short-term debt
securities, subject to certain conditions. NU was authorized to issue
up to an aggregate of $450 million of short-term debt at any one time
outstanding through June 30, 2007 (``Authorization Period''). The 2004
Order also authorized continued operation of the NU Money Pool through
the Authorization Period, based, in part, on the commitment by NU, YES
and the Utility Borrowers that, apart from the securities issued for
the purpose of funding money pool operations, no securities would be
issued under the authority obtained under the 2004 Order unless: (i)
The security to be issued, if rated, is rated investment grade; (ii)
all outstanding securities of the issuer that are rated are rated
investment grade; and (iii) all outstanding securities of NU and YES
that are rated, are rated investment grade (``Investment Grade
Conditions''). The 2004 Order also approved a Money Pool borrowing
limit for HWP of $10 million.
With this Amendment, the Applicants seek the following
authorizations: to increase the amount of short-term debt that NU may
incur through the Authorization Period from $450 million to $700
million; to delete the Investment Grade Conditions on issuance of
certain securities by NU, YES and the Utility Borrowers; to add NAESC
as a participant in the NU Money Pool; and to increase HWP's Money Pool
limit from $10 million to $35 million. Applicants state that no further
authorizations are being requested by the Amendment and all other terms
and conditions in the 2004 Order will remain applicable.
According to the Applicants, management believes that the increase
is necessary at this time to continue to support the credit and
liquidity requirements of its regulated and competitive businesses. The
Applicants also state that NU needs the additional liquidity to meet
possible near-term, temporary cash needs, such as cash payments to buy
our or buy down certain wholesale contracts, associated with the
holding company's previously announced exit from the wholesale
competitive energy business. In addition, a number of Select Energy's
energy contracts require, according to Applicants, the posting of
additional collateral in the form of cash or letters of credit in the
event NU's credit ratings were to decline and in increasing amounts
dependent upon the severity of the decline. Were NU's unsecured ratings
to decline to sub-investment grade, Select Energy states that it could,
under its present contracts, be asked to provide, as of March 31, 2005,
approximately $500 million of collateral or letters of credit to
various unaffiliated counterparties and approximately $154 million to
several independent system operators and unaffiliated local
distribution companies, which, management states, NU would currently be
able to provide. In addition, according to Applicants, Standard and
Poor's credit rating agency, has imposed reporting requirements
industry-wide for its new liquidity tests. Standard and Poor's
liquidity tests demonstrate, according to Applicants, that NU needs
additional credit capacity to support its businesses in the event of
certain hypothetical adverse developments affecting credit ratings and
forward prices of energy commodity products.
According to the Applicants, the external short-term debt which NU
is requesting authority to issue may take a variety of forms, including
commercial paper and unsecured notes with banks or other institutional
lenders under credit facilities that are generally available to
borrowers with comparable credit ratings. All short-term debt issued by
NU as a result of this Amendment will have maturities of less than one
year from the date of issuance. NU states that it will not issue any
secured debt.
Commercial paper issued by NU may be issued manually or through The
Depository Trust Company in the form of book entry notes in
denominations of not less than $50,000 of varying maturities. This
commercial paper would typically be sold to dealers at the discount
rate prevailing at the date of issuance for commercial paper of
comparable quality and maturities sold to commercial paper dealers
generally. The Applicants expect that the dealers acquiring the
commercial paper will reoffer it at a discount to corporate and
institutional investors. The Applicants state that no commercial paper
will be issued by NU unless the issuer believes that the effective cost
to it will be equal to or less than the effective interest rate at
which it could issue short-term notes in an amount at least equal to
the principal amount of the commercial paper. The commercial paper will
be publicly issued and sold without registration under the Securities
Exchange Act of 1933 in reliance upon one or more applicable exemptions
from registration under that Act.
According to NU, the effective cost of money on the short-term debt
will not exceed competitive market rates available at the time of
issuance for securities having the same or reasonably similar terms and
conditions issued by companies of comparable credit quality, provided
that in no event will the effective cost of capital exceed 300 basis
points over the comparable term London Interbank Offered Rate. Issuance
expenses will not exceed 5% of the principal amount of the securities.
NU states that specific terms of the short-term debt will be determined
by NU at the time of issuance but that those terms will comply in all
regards to the parameters of financings authorizations set forth in the
Amendment. A copy of all new notes or loan agreements executed as a
result of the authority requested will be filed under cover of the next
quarterly report under rule 24. NU states that, subject to the NU
Aggregate Short-term Debt Limit, NU intends to renew and extend
outstanding short-term debt as it matures, to refund such short-term
debt with other similar short-term debt, to repay such short-term debt
or to increase the amount of their short-term debt from time to time
through the Authorization Period.
In a recent order issued by the Commission (Pepco Holdings, Inc.,
Holding Co. Act Release No. 27991, June 30, 2005), the Commission
modified the investment grade conditions applicable to the issuance of
securities by holding companies and their public utility subsidiaries,
including the elimination of investment grade requirements for the
issuance of short-term debt. Since the 2004 Order only authorized the
issuance of short-term debt and interest rate hedges, the Applicants
request that the Commission eliminate the Investment Grade Conditions
set forth in the 2004 Order.
According to the Applicants, HWP has embarked on a capital spending
program which will require it, among other things, to install
additional pollution control equipment at its Mt. Tom generating
facility. This program, expected to cost approximately $17 million,
plus contingencies and other requirements associated with ongoing
remediation of site contamination at Mt. Tom, necessitates an increase
in HWP's borrowing capacity. It has no external sources of funds at
present and is close
[[Page 58496]]
to its authorized Money Pool limit. The Money Pool represents an
economic alternative for HWP's short-term funding needs. Applicants
request an increase in HWP's Money Pool limit from $10 million to $35
million.
NAESC, which seeks authority to participate in the NU Money Pool,
formerly operated the Seabrook Nuclear Station, which was sold in 2002.
NAESC currently retains cash against certain future obligations, and
Applicants state that NU's cash management system will be enhanced by
the addition of NAESC to the NU Money Pool on the terms and conditions
set forth in the 2004 Order.
NU states that at all times during the Authorization Period it will
maintain common equity (as reflected in the most recent Form 10-K or
Form 10-Q filed with the Commission) of at least 30% of its
consolidated capitalization (net of securitization debt). The term
``consolidated capitalization'' is defined to include, where
applicable, common stock equity (comprised of common stock, additional
paid in capital, retained earnings, accumulated other comprehensive
income or loss, and/or treasury stock), minority interest, preferred
stock, preferred securities, equity linked securities, long-term debt,
short-term debt and current maturities (net of securitization debt).
NU states that, as of June 30, 2005, NU's consolidated
capitalization (net of securitization debt) consisted of 38.6% common
equity, 2.1% preferred stock, 59.3% long-term and short-term debt. When
securitization debt (Rate Reduction Bonds) is included, NU's
consolidated capitalization as of June 30, 2005, was 30.5% common
equity, 1.7% preferred stock and 46.8% debt, 21.0% Rate Reduction
Bonds.
The proceeds from the issuance of short-term debt as requested in
this Amendment will be used for (i) general corporate purposes,
including investments by and capital expenditures of NU and its
subsidiaries, including, without limitation, the funding of future
investments in exempt wholesale generators (``EWGs''), foreign utility
companies (``FUCOs'') (each to the extent permitted under the Act or
Commission order), energy-related companies (``Rule 58 Subsidiaries'')
to the extent permitted under the Act or Commission order, and exempt
telecommunications companies (``ETCs''), (ii) the repayment,
redemption, refunding or purchase by NU or any subsidiary of any of its
own securities from non-affiliates under rule 42, and (iii) financing
working capital requirements of NU and its subsidiaries.
For the Commission, by the Division of Investment Management,
pursuant to delegated authority.
Jonathan G. Katz,
Secretary.
[FR Doc. E5-5475 Filed 10-5-05; 8:45 am]
BILLING CODE 8010-01-P