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Alaska Power Authority
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Energy Program for Alaska
House Bill 9
Cost of Power
Analysis
Alaska Power Authority
334 West 5th Avenue
Anchorage, Alaska 99501
Revised August 1983
Alaska Power Authority_
Hydro! Wood !Coal I Solar/ Wind !Oeothermal !Conservation
Contents ...
Development Program ......................................... 1
State Investment in Power Projects .............................. 2
Financial, Economic Outlook ................................... 3
Redirection of Development Program ............................ 4
Four Dam Pool ............................................. 5,6
Total Project Cost ............................................ 7
DebUEquity ................................................. 8
Power Sales Illustration ........................................ 9
Cost Per Installed Capacity ................................... 1 o
Power Rates ............................................... 11
Wholesale Power Rates ...................................... 12
CAP Provision .............................................. 13
Without CAP Rates .......................................... 14
System Shortfall .......................................... 15,16
Long Term Financing Process ................................. 17
Long Term Financing ........................................ 18
Power Sales Contracts (PSC) .................................. 19
Bond Ratings ............................................ 20,21
Rating of Power Authority Debt ................................ 22
Impact of Project Financing ................................. 23,24
Impact of Project Economics ................................ 25,26
Shortfall Reallocation Process ................................. 27
Project Rate Calculations, FY86
Swan Lake ............................................... 28
Tyee Lake ..........•.................................... 29
Solomon Gulch ........................................... 30
Terror Lake .............................................. 31
Alaska's Power Project
Development Program ...
An Agresslve Response To:
• Desire for Alaskan and National energy independence
• Desire for insulation of investments from risks associated with
inflation and fossil fuel price increases.
• Preference for renewable sources of energy
• Preference for investment in tangible assets with the ability to
generate sufficient revenues to cover their own operation and
maintenance costs.
• Implementation of the program based on substantial state
investment.
1
State Investment
in Power Projects
The Project Evaluation Process was Based on Long
Term Benefits. The Implementation was Based on
Substantial State Investment.
• Solomon Gulch $ 53. M
• Swan Lake 72.
• Tyee Lake 82."
• Terror Lake 85.
• Anchorage-Fairbanks lntertie 122.
• Rural Waste Heat 5.
TOTAL $ 419. M
2
Current Financial and
Economic Outlook
The States' Economic Activity Outlook and
Revenue Status has Changed.
• Decreasing state revenue
• Reduced population and employment growth
• Lower energy demands than forecast
• Need for state stimulus of economic activity
Other Factors Continue in Importance for
Alaska's Energy Program.
• Long term outlook for economic growth for full utilization of
projects
• Depletable nature of fossil fuels
• Preference for renewable energy sources
3
Redirection of State's
Project Development
Program ...
The New Program Should ...
• Continue to emphasize conservation of depletable resources
• Stimulate the Alaskan economy through jobs and development
• Reduce level of state participation in financing new projects by
increased use of debt financing
• Complete. successful long term financing of four dam pool
• Emphasize orderly completion of projects under construction
4
House Bill No. 9
Pools the Costs and Benefits of
Four ~yd.rC)el~ctric Dams ... 5
Swan Lake
Tyee Lake
Solomon Gulch
Terror Lake
The Purpose of the Pool is to Provide the Lowest
Cost of Power to all Citizens of Alaska. Other
Projects may be Added to this Basic System if Their
Contribution Would Further this Aim.
Advantages .•.
Size •.•
Provides economies of scale in the costs of power generation
Decreasing Regionalism •.•
Provides a mechanism of cooperation with a single common
goal.
Geographic and Market Diversity
Provides the ability to draw upon varied resources.
Equitable Sharing
Ensures equitable sharing of state contributions.
H.B. No. 9 Advantages Continued
Completion Risks
State assumes project completion risks.
Economic and Geotechnical Risks
All projects share economic, financial and geotechnical risks.
Disadvantages ...
Defaults
If one utility defaults the entire system will be affected. Any
default on the bond repayments will adversely influence future
capital market financing by the state.
Impact of New Projects
All project power rates will be affected as new projects enter
the system. Uncertainty will be created since future power
rates depend on which projects are constructed and their
economic and financial characteristics.
Considerations ...
All project power rates will be affected as the characteristics
of existing projects change.
The sharing mechanism of HB-9 will require larger state
grants in order to achieve the desired effect of a direct grant
on a given project.
6
Total Project Cost
SWAN LAKE
TYEE LAKE
SOl...OMJN GULCH
TERROR LAKE
TOTAL
g 95.50 Mill
I 24.60 Mill
53.00 Mill
189.40 Mill
S 462.50 Mi II
7
Debt/Equity
SYSTEM DEBT/EQUITY
EOU IT Y
100%
DEBT 1179.67
EQUITY 282.83
TOTAL 1462.50
EQUITY 71.09
SOLOMON GULCH
CE:BT S 0
EQUITY 53.00
8
EQUITY
61%
TYEE LAKE
DEBT 8 45.12
EQUITY 79. 48
TERROR LAKE
DEBT 1110.14
EQUITY 79.26
Power Sales Illustration 9
FY 1986
BASE CASE
SWAN LAKE-33.60GWH 17%
TYEE LAKE-34.46 17 °/o
SOLOMON GULCH -41. 00 21 °/0
TERROR LAKE-88.20 45 °/0
T 0 T A L 19 7. 2 6 GWH I 00 °/0
Cost Per Installed Capacity
en z
0
j
2 ...... en
~ 100
..J
..J
0
0
2UMW
PROJECT
SWAN LAKE
TYEE LAKE
SOLOMON GULCH
TERROR LAKE
CONSTRUCTION COSTS
21%
27 Ofo
II Ofo
41 Ofo
100%
MEGAWATT
30 Ofo
27 %
16 Ofo
27 Ofo
100 Ofo
10
Power Rates
For a Project
Are Based On •••
• Project share of total system debt service
• Reallocation of CAP shortfall ($) as necessary
• Project operation and maintenance costs
• Project inspection fees
Variables Affecting Project Power Rates
General
1. Interest Rates
2. Bond Coverage
3. Inflation
Specific
1. Project Economics
Ratio of Project
Cost to Project Sales
2. Project Financing
Ratio of Project
Debt Service
To Project Cost
11
HB 9 Annual
Wholesale Power
Rate Determination
PROJECT WHOLESALE
POWER RATE 0/M RATE
w
PROJECT OPERATING AND
MAINTENANCE COSTS,
INSPECTION FEES AND
OTHER COS'TS
PROJECT SALES
12
+ DEBT SERVICE RATE
,
PROJECT SHARE Of TOTAL SYSTEM ·
DEBT SERVICE AFTER NCN' N
ADJUSTMENT
PROJECT SALES
The CAP Provision in
House Bill No. 9
What Does It Mean? ...
CAP is the term used to indicate the limit or ceiling of charges.
What Does it Do? ...
Places a ceiling on each project's debt service charges which
affects the project power rates.
How Is It Determined? ...
13 .
The CAP is the 1983 average system rate increasing at 401o per
annum. (This is exclusive of 0 & M and inspection fees)
How is the Average System Rate Determined?
Total System Debt Service
Total System Sales
X 100 = $/KWH
Applicable to
Basic System (Swan Lake, Tyee Lake, Terror Lake, Solomon
Gulch)
Determination of
"Without CAP" Power Rates ... 14
It Is Necessary to Examine Debt Service Rates at
Their Natural Levels Without Adjustments. CAP
Rate Adjustments Can Then be Made on a More
Equitable Basis
To Determine "Without CAP" Power Rates
1. Total Annual
2.
3.
Project 0 & M Costs = '/KWH
Project Sales
Project Cost
Total System
Project Cost
Percent Share
Total Project
Cost
Project Proporationate
= Share of Total
System Costs
Total Project Dollar
X System = Share of
Debt Svc Total System Costs
4. Project Debt Svc ($) X 1 00 =
Project Sales (GWH)
Debt Service
'/KWH
Different levels of project sales provide for unique debt
Service Rates ('/KWH)
5. If debt service rate ('/KWH) is greater than or equal to the
system CAP rate, then the debt service rate is equal to the
CAP rate.
Debt Svc Rate
•IKWH + O&M
('/KWH)
Total Rate
('/KWH).
If the debt service rate ('/KWH) is less than the system CAP
rate -the next step is shortfall reallocation.
System
Shortfall ... 15
• Projects Whose ''Without CAP'' Debt Service Rate is
Greater than "System CAP Rate" Create a Shortfall.
• Shortfall is Reallocated to Projects Whose Debt
Service is Under the "System CAP Rate"
To Establish System Shortfall ••.
Shortfall
Debt Service
Rate
X Project
Sales
=
To Reallocate System Shortfall •.•
Project
Annual Dollar
Shortfall
1... Determine those projects whose debt service rate,
without CAP rate, is less than the system CAP rate.
(continued) ...
System Shortfall (Continued)
To Reallocate System Shortfall ...
2. Take each project from step one and determine what
% percent the project cost is of the total project costs for all
projects considered in step one.
3. Multiply the percent established in step 2 times the total
16
X system shortfall (which is in dollars) and this equals the dollar
amount of system shortfall which will be allocated to that
project.
4. Divide the project system shortfall reallocation (in dollars) from
+ step 3, by that projects' sales to determine the cents per
kilowatt hour -•!KWH. This rate will be added to the
"without debt service CAP rate." Add 0 & M and
inspection fees (in •!KWH) and this equals the total wholesale
rate for a project whose debt service rate falls below the
system CAP rate (in •!KWH).
= Wholesale otKWH
Long Term
Financing Process ... 17
The Long Term Financing Process Is Comprised of a
Series of Steps Each One of Which Must be
Completed Before Advancing to the Next.
• Power sales contracts signed by the participant utilities. If there is
no guarantee of income from the power generated there is no
security behind the bonds.
• Draft bond indenture
A contract stating the terms of the bond for the protection of the
investor
• Draft report of engineer of record
Engineering report on technical viability of the project
• Investor meetings/Rating Service meetings
• Technical correctoins to all documentation
• Final official statement
• Receive ratings by rating services
(Standard & Poor, Moody's)
• Information meetings with investors
• Bond pricing/sale
Long Term
Financing ••• · 18
long Term Financing is the Culmination of the System
Financing Activity. All Short and Medium Term Notes
are Rolled Over and Capital Provisions for Construc-
tion Completion are Finalized. The Sharing Mechanism
of HB 9 Enhances the long Term Financing Goals.
• Greater security for bonds. State assumption of project completion
risk.
• Equalized sharing of state equity. All projects assured of a
percentage of any contribution
• Focus of the credit analysis is on the statewide power needs
• Reduced debt coverage from 1:40 to 1:10
• Reduced reserve requirements
Power
Sales
Contracts (P.S.C.) 19
Power Sales Contracts are the First Step in
Preparing a Bond Issue. Without Agreements, that
Sufficient Sales with Resultant Revenues are Available
to Cover Bond Repayment, there Is No Security for the
Investor. PSC Follow a Given Content Format.
• Set guidelines for the marketing of power. Defines price structures
with corresponding sales.
• Spirit of contracts are uniform
• Define methodology of rate setting in accordance with HB-9
• Set rates sufficient to generate revenues equal to:
1) Project share of system debt service and bond coverage
2) Reallocation of CAP shortfall ($)
3) Individual project operation, maintenance and inspection costs
• Allocate project, marketing and castastrophic loss risks
• Allocate rights to project capability
• Define arrangements for project operation and maintenance
Bond
Ratings 20
Bond Ratings Express the Quality of a Bond and it's
Credit Risk. Four Principal Factors are Evaluated to
Rate a Bond. Analyzed are:
1. Debt Factors
The debt burden, debt history and trends; debt policy, debt
structure and prospective borrowing.
2. Financial Analysis
Fiscal performance including budgetary control, adequacy of
revenues, financial administration and historical trends.
3. Economic Conditions
Natural resources; population wealth and labor, economic
structure and amount of capital; and economic performance and
prospectus.
4. Administration
Organization, services and administrative performance.
Bond Ratings Continued
General Factors which Influence the Bonds Include:
• Uncertainty concerning issues relative to the security of bonds.
• Affected by the capital market-prevailing atmosphere of the
tax-exempt bond market
• Affected by the general monetary policy of the Federal Reserve
Banking system.
• Bond variables influenced by rating services include:
• Interest rate
• Issuance and compensation costs
• Demand/marketing for bonds
• Insurance costs on bonds
• Financial and legal staff support
21
Rating of Alaska Power Authority
Debt (Moody Rating Service) ... 22
Given the Present State of the HB-9 System, a Likely
Rating will be Either of the Following with the
Resultant Effect:
"A" Rating
High medium grade, many favorable Investment a tributes.
Bonds which are rated "A" possess many favorable investment
attributes and are to be considered as upper medium grade obliga-
tions. Factors giving security to principal and interest are considered
adequate, but elements may be present which suggest a susceptibili-
ty to impairment sometime in the future. Medium grade
"Baa" Rating
Lower medium grade, neither highly protected nor poorly
secured.
Bonds which are rated "Baa" are considered as medium grade
obligations, i.e., they are neither highly protected nor poorly secured.
Interest payment and principal security appear adequate for the
present but certain protective elements may be lacking or may be
characteristically unreliable over any great length of time. Such bonds
lack outstanding investment characteristics as well and in fact have
speculative characteristics
Impact of Project Financing ...
Example:
Four Projects Entering the System One a Year
1985-1988
23
• Projects one and two have the same project economic and financing
characteristics, therefore project two has no impact on project one
when it comes one line in 1986. Note: debt service allocated based
on project cost -because both projects have the same project
cost/sales ratio they have the same 0/S rate.· Project size does not
effect power rates.
• Project three lowers average financing mix from 50% debt/50% equi-
ty to 25% debtf75% equity. All project DIS rate drops
• Project four increases average system financing mix to 55%
debt/45% equity. All projects DIS rate increase
(Continued)
Economics of Project Financing Continued 24
15
::r ~10
0
Project 2 with the same
ratio of financing costs to
Project 1 project costs is added to
stand alone the system -no change
t-•••••••••i:.n power rates.
Projects with a lower ratio
of financing costs to pro-
ject cost is added to the
system. All projects see
their rates decline.
Project with a higher ratio
of financing costs added
to the system . All pro-
jects see their rates
increase.
~~~5---------------,g~~----------------,-~~7----------------,~~8
Fiscal Years
Summary
• Project financing by itself affects power rates only in that it
changes the average financing characteristics of the system and
thus the debt service costs assigned to each project.
• Project financing by itself does not affect the CAP application.
Impact of Project Economics 25
Example:
Two Projects Entering the System in 1985-1986 ...
Project two, when it comes on-line in 1986, is less economic than
project one. The CAP comes into affect in this example and reduces
the debt service allocation for project two so that its debt service rate
equals the CAP rate. Project one is required to pick up the
reallocated debt service and thus shows an increase in its rates.
Project two in 1987 now has the same project economic
characteristics as project one, therefore the CAP does not come into
effect and both projects have the same rates. Project one rates return
to 1985 levels.
Project two in 1988 is now more economic than project one. This
results in project one being CAPPED and the more economic
project (two) picking up the reallocated debt service. Thus
project one also benefits by the increased sales for project two
through the CAP mech!'nism as it rates decline in 1988.
(Continued)
Impact of Project Economics Continued 26
Project 2 which is less
economic (higher project
cost to sales ratio) than
project 1 enters the
system. Project 1 shows a-
rate increase as it picks up
some of the debt services
of project 2.
Project 2 sales increase in
1967 so that it is as
economic as project 1. The
"CAP" does not come into
effect and project 1 rates
return to 1985 levels.
.........
..... ..._. Project 1
..... 4llt Project 2
Project 2 sale8 increase so
that it is more economic
than project 1. Project 1 Is
"CAPPED" and project 2
picks up the reallocated
debt service. Both projects 0 ._ _______ ..,.. ________ ...., _______ __, share the benefits of pro-
1985 1986 1987 1988 ject 2 Increased sales and
see their rates decline.
Fiscal Years
Summary
• By itself project economics affects the CAP rate and thus the
allocation of debt service.
• Changes in project economics are shared by all projects partially,
through the application of the CAP (i.e., the benefits of increased
sales tor one project are partially shared with other projects.)
• The extent of this sharing will decline over time as the CAP has
less importance.
Shortfall
Reallocation
Process 27
..
PROJECTS UNDER THE SYSTEM CAP AVAILABLE FOR SHORTFALL DEBT SERVICE REALLOCATION
-SoLOMON GuLCH
-SWAN LAKE
SOLOMON GuLCH PROPORTIONATE DEBT SERVICE SHORTFALL REALLOCATION:
STEP 1: DETERMINE TOTAL PROJECTS COST AVAILABLE FOR SHORTFALL REALLOCATION:
I
-SoLOMON GuLcH PROJECT CosT: 53.00 MILL.
-SwAN LAKE PROJECT CosT: 95.50 MILL.
-ToTAL PROJECTs CosT: $148.50 MILL.
STEP 2: DETERMINE PROPORTIONATE DEBT SERVICE SHORTFALL SHARE:
STEP 3:
$53.00 MILL. (PROJECT COST FOR) SoLOMON GuLCH
$148.50 MILL. <ToTAL PROJECTS CosT)
... 35.71
DETERMINE ACTUAL SHORTFALL DOLLAR AMOUNT TO BE REALLOCATED TO SOL~ON GULCH:
35.7% (PROPORTIONATE DEBT SERVICE} $2,319 MILL, (TOTAL F,Y, 1986) $820 200 SHORTFALL SHARE X SHORTFALL = v.,
STEP 4:
(SHORTFALL TO BE ALLO-CATED TO SOLOMON GULCH)
DETERMINE ¢/KWH SHORTFALL TO ALLOCATED TO SOLOMON GULCH PO\'IER RATE STRUCTURE:
$828,200 (SHORTFALL TO BE ALLOCATED) ,
TO SOLOMON GULCH
41.0a GWH (PROJECT SALES) = 2.02¢/KWH
(ALLOCATED TO
SOLOMON GULCH EXISTING POWEJ; RATE)
Project Rate
Calculations
F.Y. 1986
PROJECT COST: $ 95 . 50 MILL.
PROJECT SALES: 79.20 GWH
0 & M/INSPECTION FEES: $.317MILL.
SWAN LAKE
STEP 1: PROJECT 0 & M/INSPECTION FEES COST PER KWH
$317~000 (TOTAL 0 & M/INSPECTION FEES)
79.20 GWH (TOTAL PROJECT SALES)
"" , 4()1)¢/ KWH
STEP 2: DETERMINE SHARE OF TOTAL SYSTEM -WWITHOUT CAP"
$95.50 (PROJECT COST) =
$462.50 (TOTAL SYSTEM PROJECT)
COSTS
20.6%
28
STEP 3: SWAN LAKE DEBT SERVICE -PROPORTIONATE SHARE
20.6% (SHARE OF TOTAL) X $20.49 MILL. (TOTAL SYSTEM DEBT) PROJECT COST SERVICE = $4,232 MILL.
(SWAN LAKE DEBT) STEP 4; SWAN LAKE DEBT SERVICE RATE ¢/KwH -"w/o CAP" SERVICE
STEP 5;
$4,232 MILL. (SWAN LAKE DEBT SERVICE) = 5.34¢/KWH
79.20 · (SWAN LAKE SALES)
SWAN LAKE POWER RATE "w/o CAP"
5.34¢/KWH (sWAN LAKE DEBT)
SERVICE COST + .40¢/KWH (o & M!JNSP.ECTION FEES) ==
5.74¢/KWH
OR
$4,549 MILL. (SWAN LAKE DEBT SERVICE PLUS)
0 & MIINSPECTION FEES = 5.74¢/KWH
79.20 GWH {sWAN LAKE SALES)
STEP 6: TOTAL SWAN LAKE RATE INCLUSIVE OF 11 CAP" REALLOCATION
1.88¢/KWH {CAP REALLOCATION) r 5.79¢/KWH (DEBT SERVICE + 0 & M) INSPECTION FEES =
7.62¢/KWH TOTAL SWAN LAKE
RATE
Project
Rate Calculations -F.Y. 1986 Continued 29
SOLOMON GULCH
PROJECT COST : $53.00 MILL.
PROJECT SALES : 41.00 GWH
0 & M & INSPECTION FEES : $1.359 MILL.
SJEP 1: PROJECT 0 & M/INSPECTION FEES COST PER/KWH
1.359 MILL. (TOTAL 0 & M INSPECTION FEES)
41.00 GWH (TOTAL PROJECT SALES)
SJEP 2: DETERMINE SHARE OF TOTAL SYST81 -•wiTHOUT CAP"
$53.00 MILL. (PROJECT COST)
$462.50 MILL. (TOTAL SYSTEM PROJECT COSTS)
SJEP 3: SOLOMON GULCH DEBT SERVICE -PROPORTION ATE SHARE
= 3, 32 ¢/KWH
= 11.45%
11.45% (SHARE OF TOTAL PROJECT COST) X $20.49 MILL.(TOTAL SYSTEM DEBT SERVICE) = . ...,., ..,.,,8 SOLOMON
STEP 4: SOLOMON GULCH DEBT SERVICE RATE ¢!KwH -"w/o CAP"
$2.348 MILL. (SOLOMON GULCH DEBT SERVICE)
41.00 GWH (SOLOMON GULCH SALES)
SJEP 5: SOLOMON GULCH PO\iER Rl\TE "w/o CAP"
~L.)~ MILL·GULCH
(DEBT SE!iVICE)
= 5.73¢/KWH
5.73 ¢/KWH (SOLOMON GULCH DEBT SERVICE COST) + 3.32 ¢/KWH
(o & M INSPECTION FEES) = 9.05 ¢/KWH
OR
$3,707 MILL. (SOLOMON GULCH DEBT SERVICE + 0 & M INSPECTION FEES)
= 9.!)5 ¢/KWH
41.00 GWH (SOLOMON GULCH SALES)
SJEP 6: TOTAL SOLOMON GULCH RATE INCLUSIVE OF CAP REALLOCATION
2.02 ¢/KWH (CAP REALLOCATION) + 9.05 ¢/KWH (DEBT SERVICE PLUS 0 & M) INSPECTION FEES
= 11.07 (TOTAL SOLOM0)N GULCH RATE
Project
Rate Calculations F.Y. 1986 Continued 30
PROJECT COST:' $189. 40 MILL. TERROR LAKE
PROJECT SALES: 88.20 GWH
0 & M/INSPECTION FEES: $1.08J MILL.
STEP 1: PROJECT 0 & M/INSPECTION FEES COST PER/KWH
$1,080 MILL, (TOTAL 0 & MIINSPECTION FEES) = 1.22¢/KWH
88.20 GWH (TOTAL PROJECT SALES)
STEP 2 i DETERMINE SHARE OF TOTAL SYSTE:·t -"WITHOUT CAP"
$189.40 MILL. (PROJECT COST)
$462.50 MILL. (TOTAL SYSTEM)
PROJECT COSTS
= 40.95%
STEP 3: TERROR LAKE DEBT SERVICE -PROPORTIONATE SHARE
40.95% (SHARE OF TOTAL) $20.49 MILL, (TOTAL SYSTEM DEBT) = $8.39Q MILL.
PROJECT COST X SERVICE (TERROR LAKE DEBT:
STEP 4; TERROR LAKE DEBT SERVICE RATE ¢/KwH -"w/o CAP"
t8.39Q MILL. (TERROR LAKE DEBT SERVICE)
88.20 GWH (TERROR LAKE SALES)
STEP 5: TERROR LAKE Pm/ER RATE "w/o CAP"
= 9.512¢/KWH
SERVICE
9.512¢/KWH (TERROR LAKE DEBT)
SERVICE + 1.22¢/KWH (o & M/INSPECTION FEES) =
iOj3 ¢/KWH
$9.470 MILL
OR
(TERROR LAKE DEBT SERVICE +)
0 & MfiNSPECTION·FEES
88.20 GWH (TERROR LAKE SALES)
= 10,73 ¢/KWH
STEP 6: TOTAL TERROR LAKE RATE INCLUSIVE OF CAP REALLOCATION*
*9,449¢/KWH (CAP RATE) + 1.22 (o & M/INSPECTION FEES) =1Q.66¢/KWH
(TOTAL TERROR LAKE) RATE
'SINCE TERROR lAKE DEBT SERVICE RATE lS GREATER THAN Tiff. *SYSTEM CAP RAT£" THE "SYSTEH CAP RATE"
REAllOCATED BECOHES THE DEBT SERVICE RATE.
i!QIL;_ (OHPUTATION OF SHORTFAlL SINCE SYSTEM CAP RATE WAS UTILIZED.
(TERROR lAKE DEBT SERVICE} • (SYSTEH CAP RATE) X (TOTAL PROJECT SALES) • SHORTFAll
9.5I2etKwH -9.l!lt9¢/KwH x 88.21J GwH • <s55,566l
Project
Rate Calculations F.Y. 1986 Continued 31
PROJECT COST: $124.60 MILL. TYEE LAKE
PROJECT SALES: 34.46 GWH
0 & M/INSPECTION FEES: $1.412 MILL.
STEP 1: PROJECT 0 & M/INSPECTION FEES COST PER KWH
$1,412 MILL. (TOTAL 0 & MIINSPECTION FEES)
• 4.10~/KWH
34.46 GWH (TOTAL PROJECT SALES)
STEP 2 : DETERMINE SHARE OF TOTAL SYSTEM "WITHOUT CAJ'If
$124.60 MILL (PROJECT COS.l\")•
$462.50 MILL, (TOTAL SYSTEM PROJECT)
COSTS
STEP 3: TYEE L~KE DEBT SERVICE -PRO~ORTIOftl\TE SHARE
26.9% (SHARE OF TOTAL) X $20.49 MILL. (TOTAL SYSTEM) • $5.520 MILL.
PROJECT COSTS DEBT SERVICE (1'\'EE LAKE DEBT}
SERVICE STEP 4: TYEE L~KE DEDT SERVICE ~~TE ¢/KWH -•w/o cA~~
$5,520 MILL. {TYEE LAKE DEBT SERVICE)
= 16.02¢/KWH
34.46 GWH (TYEE LAKE SALES}
STEP 5: TYEE LAKE POWER RATE "w/o CAP.,
16.02¢/KWH (TYEE LAKE DEBT} +
SERVICE COST 4.10~/KWH (o & M/INSPEvTION FEES) =
20.12¢/KWH
OR
$6~932 MILL. (TYEE ~KE DEBT SERVICE +)
0 & M/INSPECTION FEES = 20.12¢/KWH
34.46 GWH (TYEE LAKE SALES)
STEP 6: TOTAL TYEE LAKE RATE INCLUSIVE OF CAP REALLOCATION
*9.449¢/KWH(CAP RATE) + 4.10¢/KWH {o & H/INSPECTION FEES) =
13.55¢/KWH
(TOTAL TYE~ LAKE
RATE}
*SINCE TYEE LAKE DEBT SERVICE RATE IS GREATER THAN THE "SYSTEM CAP RATE",
THE "sYSTEM CAP RATE" BECOMES THE REALLOCATED DEBT SERVICE RATE,
~ (aMPUTATION OF SHO~TFALL, SINCE SYSTEM CAP RATE WAS UTILIZED:
(TTEE LA~E DEBT) _ (SYSTEII CAP RATE) X (TOTAL PROJECT SAlES) • SHORTFALL
SERVICE
16.02¢/KIIK -9.449¢/KWH X 34.q6GIIK • (S2,2611.37Q)