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HomeMy WebLinkAboutBradley Lake PMC Meeting-Thurs., Nov. 18, 2004 3 ¢ Mt MC = Drodley Lott “Project Foyt. Conmittee LL fur/or [ Shot? Gb Tam Eud: LL 208m Polo Com ~ Note hee Midetseo apereucel Te Lagal cence Se | Bredly Ge csonce mado Re Orb = MO shan teers) - Vd) eee fat 12ty ont | Lae on rar apie tal tk - Fi fata tb ITT (tas temo rit dae ok trill stn PE pi aan eee Tne seteerh. — PEitgert oan tlh ioge! bot tobpor Aeleuat f prvebans oe ney ie Yee Gd tee oe : eee BLS etn’ ge gre. On. york (t= vdaolh tae fl val tant call henck Y = pia da ated. elie th wile fan nad Spe Pippa | fete b abt don Alaska Industrial Development and Export A Alaska Energy Authority BRADLEY LAKE PROJECT MANAGEMENT COMMITTEE REGULAR MEETING AGENDA Thursday, November 18, 2004 — 9:00 a.m. (Via electronic media at AIDEA/AEA — 813 W. Northern Lights Boulevard) (Corner of Arctic and Northern Lights Boulevard) le CALL TO ORDER Haagenson 2. ROLL CALL (for Committee members) 3. PUBLIC ROLL CALL (for all others present) 4. PUBLIC COMMENT 5. AGENDA COMMENTS 6. APPROVAL OF MEETING MINUTES March 18, 2004 We NEW BUSINESS A. Audit Engagement Letter —_-B.—- 2004 Policy Year Renewal-Vatuation —— - a —— Gc: Legal Review of BPMC Contracts - Discussion - yo =D: AEAFlectrieal Assets-to-Railbelt Utilities—Diseussien Ke mod te, Sfeyee >, Fusacan of Bday Ne Prayoeks o~ lo -0% (4 ema 8. COMMITTEE REPORTS / COMMENTS A. Operators Report A. Runner Repair — Progress Report Stead Digital Governor (VA Tech) — Progress Report Stead B; Next Meeting Date Haagenson ADJOURNMENT E. State of the Insurance ae 813 West Northern Lights Boulevard * Anchorage, Alaska 99503 907 / 269-3000 * FAX 907 / 269-3044 * Toll Free (ALASKA ONLY) 888 / 300-8534 * www.aidea.ore Alaska Industrial Development and Export Au AIDE Alaska Energy Authority BRADLEY LAKE PROJECT MANAGEMENT COMMITTEE REGULAR MEETING AGENDA Thursday, November 18, 2004 — 9:00 a.m. (Via electronic media at AIDEA/AEA — 813 W. Northern Lights Boulevard) (Corner of Arctic and Northern Lights Boulevard) 1. CALL TO ORDER Haagenson 2 ROLL CALL (for Committee members) 3. PUBLIC ROLL CALL (for all others present) 4. PUBLIC COMMENT 5. AGENDA COMMENTS 6. APPROVAL OF MEETING MINUTES March 18, 2004 Ue NEW BUSINESS A. Audit Engagement Letter B. 2004 Policy Year Renewal- Valuation C. Legal Review of BPMC Contracts - Discussion > a —D-——-AEA Electrical Assets to-Raitbelt -viilities—Diseussion— Ke aed [Or Tere i Ez OY w 2a 8. COMMITTEE REPORTS / COMMENTS A. Operators Report ile Runner Repair — Progress Report Stead 2. Digital Governor (VA Tech) — Progress Report Stead B. Next Meeting Date Haagenson 9. ADJOURNMENT 813 West Northern Lights Boulevard * Anchorage, Alaska 99503 907 / 269-3000 * FAX 907 / 269-3044 * Toll Free (ALASKA ONLY) 888 / 300-8534 * www.aidea.org Nov-05-04 05:48pm = From-GVEA Administration 9074585951 7-840 «=P.006/010 F-218 Peusenz, Ghomboy & Beompany A Professional Corporation Certified Public Accountants 3201 C Street, Suite 405 Anchorage, Alaska 99503 Tel, (907) 563-4547 FAX (902): 561- 7683" October 21, 2004 Bradley Lake PMC ~ Budget Subcommittee Attn: Mike Cunningham, Chair Dear Mike: Please find enclosed the engagement letter for the audit of your financial statements for the year ended June 30, 2004. The origina] should be signed and promptly retumed 10 our offices. A copy should be retained for your files. The engagement fee for the audit was increased by approximately 2.7 percent - the increase in the consumer price index over last year. Should you have any questions, pjease do not hesitate to give us a call. Thank you. Sincerely, fey Fir LZ., Gary Stromberg Principal GS Enclosures cred ree anata ay Nov-05-04 05:47pm = From-GVEA Administration 9074585951 T-840 «= P.003/010 = F-218 RECEIVED A Protessional Corporation Certified Public Accountants 3201 C Street, Suite 405 Anchorage, Alaska 99503 Tal. (907) 563-4547 FAX (907) 561-7683 October 21, 2003 AUDIT ENGAGEMENT LETTER Mike Cunningham, Chair Bradley Lake PMC - Budget Subcommittee We are pleased to confirm our understanding of the services we are to provide for Bradley Lake Project Management Committee for the year ended June 30, 2004. We will audit the balance sheet of Bradley Lake Project Management Committee as of June 30, 2004, and the related statements of operation and fund balance for the year then ended. The objective of our audit is the expression of an opinion about whether your financial statements are fairly presented, in al] material respects, in conformity with generally accepted accounting principals. Our audit will be conducted in accordance with generally accepted auditing standards and will include tests of your accounting records and other procedures we . consider necessary to enable us lo express such an opinion. If our opinion is other than unqualified, we will discuss the reasons with you in advance. If, for any reason, we are unable.to complete the audit or are unable to form or have not formed an opinion, we may decline to express an opinion or to issue a report as a result of this engagement. Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected customers, creditors, and banks. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about the financial statements and related matters. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. Also, we will plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. Because of the concept of reasonable assurance and because we will not perform a detailed examination of all transactions, there is a risk that material errors, fraud, or other illegal acts, may exist and not be detected by us. In addition, an audit is not designed to detect errors, fraud, or other illegal acts that are immaterial to the financial statements. However, we will inform you of any material errors that come to our attention and any fraud that comes to our attention. We will] also inform you of any other illegal acts that come to our attention, unless clearly inconsequential. Our responsibility as auditors is limited to the period covered by our audit and does not extend to any later periods for which we are not engaged as auditors. Nov-05-04 05:47pm = From-GVEA Administration 9074585951 7-840 P.004/010 F-218 Page 2 Mike Cunningham, Chair Bradley Lake PMC - Budget Subcommittee Our audit will include obtaining an understanding of internal control sufficient to plan the audit and to determine the nature, timing, and extent of audit procedures to be performed. An audit is not designed to provide assurance on internal control or to identify reportable conditions, that is, significant deficiencies in the design or operation of internal control. However, during the audit, if we become aware of such reportable conditions, we will communicate them to you. We understand that you are responsible for making all financial records and related information available to us and that you are responsible for the accuracy and completeness of that information. We will advise you about appropriate accounting principles and their application and will assist in the preparation of your financial statements, but the responsibility for the financial statements remains with you. This responsibility includes the establishment and maintenance of adequate records and effective internal controls over financial reporting, the selection and application of accounting principles, and the safeguarding of assets. Management is also responsible for identifying and ensuring that the entity complies with applicable laws and regulations. We understand that Alaska Energy Authority will prepare the schedules that we request and will locate any documents selected by us for testing. We expect to begin our audit approximately October, 2004 and to issue our report no Jater than November, 2004. We estimate that our fees for these services wil! approximate $8,800 for the audit, You will also be billed for travel and other out-of-pocket costs such as report production, typing, postage, etc. The fee estimate is based on anticipated cooperation from your personne] and the assumption that unexpected circumstances will not be encountered during the audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimate before we incur the additional costs. Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. We appreciate the opportunity to be of service to you and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. Very truly yours, PARISENA, STROMBERG & COMPANY Veedeo, Mareen of Zeek Nov-05-04 05:48pm = From-GVEA Administration 9074585951 T-840 =P.005/010 F-218 Page 3 Mike Cunningham, Chair Bradley Lake PMC - Budget Subcommittee RESPONSE: This letter correctly sets forth the understanding of Bradley Lake Project Management Committee. Officer Signatures - Title: Date: Nov-05-04 05: acea] Fron-GVEA Ad ti 5 SOR! Gi aces ministration 9074585951 T-840 P.010/010 F~218 ‘XCH IW AREGA INSURANCI Troe eIWIe l, 703 W. Tudor, Suite 101 ov 01 2008 Anchorage, Alaska 99503 (907) 561-6106 (907) 561-6206 FAX La) INSURANCE EXCHANGE RI AL AIGA October 29, 2004 ah LHe. itt “~. Br $e Mr. Art Copoulos \o° ye Project Manager Alaska Energy Authority 813 West Northem Lights Blvd Anchorage, AK 99503-6690 RE; Bradley Lake Dear Art: Thank you for your assistance with the 2004 policy year renewal for Bradley Lake. ARECA Insurance Exchange (AJE) values Alaska Energy Authority’s (AEA) business and is pleased to have the opportunity to once again provide coverage for the Bradley Lake facility. Warren, -McVeigh and Griffin, Inc.; in its capacity as risk consultant to the Bradley Lake PMC; recommended in its report! that “AEA update the property statement of values dated 2001 or consider having a property inventory and valuation performed. ARECA Insurance Exchange concurs with the consultants recommendation. Premium for the 2004 policy year is based on a 1991 valuation with a 2-3% annual trending factor. No recent breakdown has been provided for the appurtenant structures to be included in ths policy. In revising your property inventory, keep in mind that the AYE policy has exclusions for certain support facilities AIE is committed to providing competitive pricing and the best possible product ta AEA. In keeping with that commitment, we recommend that ARA provide a current property valuation that includes a breakdown of values on individual structures at the facility. Thank you for your cooperation. Sincerely, Erica Nelson: +. y Trisurange Coortinatar Cor, Keith uy, C0} ABECA ‘Insurance recepagpet” ty -- Brie-Yould;-CEO- Alaska Power Association? .°, “: Nov-05-04 = 05:48pm = From-GVEA Administration 9074585951 T-840 P.007/010 = F~218 * Bradley Lake activities rage 1. Steve Haagenson From: Stead, Donald (Don) [dstead@ HomerElectric.com] Sent: Friday, November 05, 2004 2:52 PM To: Janorschke, Brad; Haagenson, Steve; Joe Griffith; Jim Posey; Dave Calvert; Wayne Carmony Co: Zacharski, Bob; Hickey, Brian; Day, Robert H. Subject; Bradley Lake activities The past weeks | have been working on design of the shipping stand to move the turbine runner to Tacoma for repair, starting a specification for a new runner, coordinating activities for changes to the Hydraulic Transient Analysis, started a presentation for the BPMC meeting on Switzerland trip and things we learned, normal routines, and started next years budget. | issued a letter that authorized the design and manufacture of the jet dividers. Today | received a new set of electrical wiring diagrams, pane! layout and logic diagrams. | was also asked to perform some additional investigation on the deflector servo motor. These will most likely fill my next two weeks. We have received the formal report on the model testing. Just received the quarterly report and attached. Have a great weekend! <<Bradley_Progress_ report_ Nov_2004.pdf>> 11/5/2004 Nov-05-04 05:48pm From-GVEA Administration 9074585951 T-840 =P.008/010 F-218 VAL(SGh] VA TECH Hydro USA Corp. November 5, 2004 BRADLEY LAKE DIGITAL GOVERNOR PROJECT PROGRESS REPORT NOVEMBER 2004 General After the basic engineering of VA TECH is completed we enter into the detailed engineering phase with purchasing of additional major components. Governor and Controls The governor contro! topology has been finalized and approved. The submitted I/O list has been updated and will be re-subrmitted by middie of November 2004. The governor electrical design (e.g. control cabinets, electrical schematics) was revised and re-submitted for approval on November 1st, 2004, The governor hydraulic schematics for the deflector and needles were revised, re-submitted and approval! on June 2004, The existing governor pump unit and accumulator have been revised due to increased deflector servomotor volume for the Jet divider and submitted in June 2004. The deflector distributing valve assembly drawings and bill of materials were submitted on September 2004 and verbally approved. The VATECH Pelton turbine governor algorithm including the multi-jet control, needle selection and flow calculations was modeled in Matlab/Simulink and run against a simplified Bradley Lake model. The results of the most critical base cases are positive. VATECH submitted the modified algorithm on November 4th, 2004 and is in process of implementing Bradley Lake's specific operation Interaction through the HMI. VA TECH Is planning to submit the governor Matlab/Simulink model and related documents by the end of November 2004. Turbine Model Test The turbine model test has been successfully performed during the week of September 6 to 10 at VATECH laboratory facilities in Zurich, Switzerland. This procedure included the testing with a model of the existing deflector as well as a model of the new divider. The model tests were witness by Mr. Donald Stead and Mr. Brian Hickey. The final report has been submitted with transmittal # 11 in seven hard copies and two back up CD's. The test results with the new VA TECH jet dividers showed a substantial improvement of the power characteristic and a significant reduction of the power oscillations compared with the existing deflector. As an immediate result the existing nozzle protection roofs can be reutilized. However, new protection roofs for the brake nozzles need to be designed, manufactured and installed. Page 1 of 2 Nov-05-04 05:49pm = From-GVEA Administration 9074585951 T-840 =P.009/010 F-218 VATEGH) VA TECH Hydro USA Corp. The test results with the new VA TECH runner showed a potential efficiency increase between 0.5 and 3.1 % versus the existing Fuji runner. VA TECH will submit a budgetary proposal for replacement runners by the end of November 2004. VA TECH experienced substantial cost overrun during the preparation and execution of the model test as the power oscillation test turned out to be much more challenging than expected. VA TECH is preparing a detailed cost analysis and will share it with HEA with a request for review and consideration of cost sharing. Project Status VATECH has partially recuperated the time lost during the early stage of the project and continues to be committed to bring the project back on tract. VATECH will provide a revised schedule by middle of November 2004 showing the updated project status. Major Subcontracts VA TECH extended the Matlab/Simulink governor control algorithm modeling contract with MottMacDonalds in Scotland to incorporate the addition mentioned above. The turbine model test has been completed and VA TECH is in process of issuing the correspondent invoice. The purchase order with our sister company VATECH HYDRO in Vevey, Switzerland to design, manufacture and supply the new jet dividers, protection roofs and mounting material needs to be modified according the results of the turbine model test. The design phase is in process and the first set of drawings will be submitted by middle of November 2004 and the delivery to site is still scheduled for middle of April 2005. Events The control cabinets factory test, needle valve assembly and divider valves are tentatively scheduled for January 2005. The contro! cabinets and needle valve assemblies test are going to be in Charlotte, NC. The jet divider distributing valve test will be performed at VA TECH's workshop in Ravensburg, Germany. The final test dates will be coordinated with the customer's representatives by the end of November 2004. Page 2 of 2 Page 1 of 1 Shauna Howell From: Art Copoulos Sent: Wednesday, November 24, 2004 11:51 AM To: shh@gvea.com; Joe Griffith; Posey, James M. (MLP); Wayne Carmony; Dave Calvert; Janorschke, Brad Ce: Shauna Howell; dstead@homerelectric.com; john_cooley@chugachelectric.com; halldw@ci.anchorage.ak.us; hfdale@gvea.com; rcdrake@matanuska.com Subject: Follow-up information The Bradley Lake O&D Committee provides the enclosed follow-up information and recommendations as requested at the 11-18-04 BPMC meeting. 12/3/2004 The BL O&D committee provides the following in response to requests from the 11/18/04 BPMC meeting: 1. The committee recommends that the BPMC procure 3 new, non-cast, detuned runners. The cost of the runners is estimated to be between $1 and 1.5 MM each. Efficiency gains achieved from 2 new VA Hydro runners would be expected to result in additional generation valued at approximately $85,000.00 per year according to efficiency and value estimates. After a follow-up meeting on December 20", the committee will provide the BPMC with an additional recommendation whether to bid out or complete an expedited sole source purchase of the runners. A sole source purchase is being considered by the committee to expedite delivery. Sole sourcing would be contingent on determining whether VA tech can provide a suitable runner based on specs being developed, and suitable payment, delivery, and shipping schedules. Don Stead will inquire with VA Tech and report back to the committee at the December 20" meeting. A financing mechanism will be suggested that is consistent with the payment schedule. 2. The committee recommends that the BPMC not pursue manufacturer liability claims related to Governor or turbine runner problems. Assigning liability at this point in the project life will be difficult and complex and will likely require litigation for damages with an uncertain outcome. 3. After a follow-up meeting on December 20", the committee will provide the BPMC with the risk weighted cost associated with bucket failure as requested. Don Stead will develop worst, possible, and probable failure case scenarios, Art Copoulos will provide replacement costs based on original SWEC study, and Brian Hickey will assign probabilities using an internal CEA model. 4. Interim mitigation measures that will be implemented until replacement runners are available will include: . Repair and detune existing spare runner by approximately mid-January Install repaired spare runner on Unit #2, and repair (cut-out and repair old weld) and detune existing unit #2 runner. Based on results, determine if similar repair is justified on unit #1 runner. Develop and implement procedure for detailed inspection of turbine shaft and generator during planned summer outage including possible “mag” check. Continue vibration monitoring. Continue current inspection program that includes dye penetrant test inspection after each oscillation or in 3 months whichever is sooner. am 00 @P Message Page 1 of 1 Shauna Howell From: Art Copoulos Sent: Thursday, June 03, 2004 2:43 PM To: shh @gvea.com Ce: Shauna Howell; john_cooley @ chugachelectric.com Subject: FW: BL O&D and PMC meetings Steve, John Cooley with CEA has requested an emergency BPMC meeting as described below. | am forwarding this to you to schedule since you normally have schedule BPMC meetings. | anticipate scheduling the O&D meeting on June 14th or 23rd, and therefore suggest scheduling the BPMC meeting sometime after that. Art From: John Cooley [mailto:John_Cooley@chugachelectric.com] Sent: Wednesday, June 02, 2004 8:26 AM To: Art Copoulos Cc: dstead@homerelectric.com; rcdrake@matanuska.com; Kevin Dunham; HallDW@ci.anchorage.ak.us; hfdale@gvea.COM; John Cooley Subject: BL O&D and PMC meetings Chugach requests an O&D meeting as soon as possible after the plant shutdown is complete to discuss the results of the foreign objects found in the spiral case as well as other problems identified during the shutdown and a progress report on the governor project. Chugach also requests an emergency BPMC meeting thereafter to relay this information and the planned corrective actions to the General Managers. John S. Cooley, PE Manager, Power Control & Fuel Mgmt. 6/9/2004 FW: Bradley Lake Unit 2 runner Page 1 of 1 Shauna Howell From: Sent: To: Saxton, Susan [ssaxton @ HomerElectric.com] Thursday, June 03, 2004 9:05 AM Steve Haagenson; Art Copoulos; Brenda Applegate; Dave Calvert; Jim Posey; Joe Griffith; prworrell@matanuska.com; Shauna Howell; Karl Reiche Subject: FW: Bradley Lake Unit 2 runner 6/9/2004 Gentlemen: Mr. Janorschke asked me to forward this update to you. The Bradley lake unit 2 was shutdown on Saturday May 22" for annual inspection and maintenance. Visual inspection of the runner found a crack at the root of bucket 9 adjacent to a previous weld repair. After discussion with Bob Zacharski, the crew removed the runner on May 23", The spare runner was installed in Unit 2 on May 24" and the outage put back on track. A full dye penetrate check was performed on the runner and no other indications were found. Bob Milne of Bacon Donaldson in Vancouver, B.C., was contacted. He recommended that a sample of the crack be removed for analysis. The sample was removed on Tuesday the 26'" and sent to Bob Milne. This runner was inspected in October 2003 and no crack was present. There was one event in November of 2003 that had oscillations. All three runners have now had cracks and weld repairs. The crack at this location on this runner was the deepest and the longest. We await the metallurgic analysis from Bob Milne before we proceed with a weld repair. Susan Saxton for Brad Janorschke Homer Electric Association, Inc. »Shauna Howell From: Ron Saxton [Rls @ aterwynne.com] Sent: Tuesday, March 30, 2004 4:19 PM To: Art Copoulos; Brenda Applegate; Linda MacMillan; Shauna Howell; dianne_hillemeyer@chugachelectric.com; joe_griffith @ chugachelectric.com; PoseyJM @ci.anchorage.ak.us; dcalvert @ cityofseward.net; shh @ gvea.com; reckert@ homerelectric.com; prworrell@ matanuska.com Ce: Christine Schlicker; Michelle Detwiler Subject: Bradley Lake AW_241405.D0C (179 KB) Attached is a memo on Bradley Lake reporting requirements. It is in response to some questions from BPMC members. Let me know if further information is needed. ATERWYNNE wp MEMORANDUM TO: Bradley PMC FROM: Ron Saxton DATE: March 30, 2004 RE: Bradley Bonds Reporting Requirements and FAS 150 Some of you have asked questions on a variety of subjects having to do with the financial operations of the Bradley Lake Project. I have decided to address the issues all together and they are elaborated upon below. Bradley Bonds Reporting Requirements. I have been asked to provide information on the Railbelt utilities obligations to report certain information regarding utility finances and operations under the requirements of the outstanding bonds for the Bradley Lake Hydroelectric Project. I want to take this opportunity to remind everyone of their reporting obligations, make sure everyone is doing what they are supposed to be doing and familiarize those of you who may not already be with the process. It is also to make you aware of recent changes in the law. All of the Bradley purchasers, except Seward, have had reporting obligations since the original bond issue in 1989. The official statement for each bond series lays out the financial reporting requirements for AEA and the Bradley Purchasing Utilities. Purchasing utilities that fall under the reporting requirements as stated in the Continuing Disclosure Agreement (see Official Statement, Power Funding Revenue Bonds, Fourth Series, Bradley Lake Hydroelectric Project, Appendix C) entered into at the time of issuing the Bradley Bonds, are those who, under the Power Sales Agreement have purchased 10% or more of the capacity of the Project. Therefore, ML&P, Chugach, HEA, GVEA and MEA are obligated to make annual disclosure of certain financial information. The requirements for the purchasing utilities (I have not included a summary of the requirements for AEA, but they are somewhat different and are on a different timeline) are briefly summarized as follows: The "Disclosure Representative" for the Purchasers, who is the Chairman of the Bradley PMC (currently Steve Haagenson, GVEA), is required to provide to the "Dissemination Agent" (US Bank) by 15 days prior to the submission due date (Sept. 30) an Annual Report that contains the following information for the previous FY: e Audited financial statements (or, if audited statements are not available, unaudited ones are acceptable). 241405/1/MMD/053844-0000 Bradley PMC March 30, 2004 Page 2 e Updated information per tables listed in the Official Statement, e.g, selected statistics for calendar year; power purchaser’s power requirements; energy loads and resources; and historical operating results. FAS 150 — I was asked to look into whether this new accounting standard affects the accounting practices in place for the Bradley Lake PMC. This new accounting standard requires companies to account for securities that have mandatory redemption dates as debt rather than equity on the balance sheet. The standard was adopted as a result of the Enron scandal. This treatment could have serious repercussions on some companies because among other things, it could cause a company to be in violation of its loan covenants (debt to equity ratios, which in the normal course prevent a company from incurring too much debt).We did a little bit of follow up research and determined that there does not appear to be any additional reporting or accounting burden on the Purchasing Utilities. Furthermore, we believe that any additional reporting burden falls on AEA and their accountants as issuer of the bonds. The only Bradley series with mandatory redemption dates is the Sth series. 241405/1/MMD/053844-0000 Bradley Lake Governor and Turbine Runner Tailrace No Deflectors Tailrace With Deflectors In-Stream Brian seemed to always be sleeping Runner/Nozzle/Jet Divider Or lying about Brian and Joseph adjusting the deflector position Test rig from the top Model Runners and Eroded Bucket Model Deflectors What we found out Significant improvement in the slope of the position vs. power curve. Amplitudes of the torque effects on the model shaft are reduced. An improvement of one percent in efficiency can be had if a VATech runner is used. Cracks may not be caused by the oscillations Pre STALDENT couny, Swarerand Stalden j=" Number of 2 nortontal aovole {UroInes wat Jets n2R2NA Heat 10168 (my x= 1030. mvs} Pons 81600 Iw} 2426 (rin) Tune ‘seagn Water tow up Speed Rumer #05 604 (mm outer deterce@® —0,= 27860 (mm) Busetiner 8, = 680 fmm) wer Numberct = 22 ‘Bucket buses Rumer 16200 pal woot Matenat Founary G-x12 CFM 14 cast G.Ficher (4F) x7 Kd ‘Damage: Rupture d bucket No 19 drurnerE ater 64897 operaing hours on August 7, 1087. Crack started on Back of bucket, Consequential damages. rugtured nousing ana pertorated origin of crack at a slag inclusion butcing root - a Reasons: Material defect Stag inctusion 2x4 me large, 0.5 fn) saneonsoarecnscnsennsanesnscnseaesite sensonscovcoscoascoscoscoseesees Underneath te surace Unfavoragie aresses Crack was not ‘rooney regi Fier Der aDSe CaP OE ODOT — was not tested Total machine crash Damages on machine and power house ne GanEGAGE es ‘ S SALTINA Cowtry ———_zuand V5) Mandactrer Bl Kien Commisining: 1968 Number 1 tine 2) Tatine cn miRNA eae Hoar 70 fm} Wate tow ae 1 [ish Output Pine 4 Maw) Spee m2 750 fri) ‘Source Za ota 2 a1 18. 68 eee Sea ed Bucatinnet B= mal wa Damage Ruplre of buckets ater 27x10" eross ores] |Mmiwe saa Batt Causing atl crash ofthe turine ue to mbelonce | | aaa Date of disaster: 31 Aug. 1978. weight 7” Nett DCN Yc Wilding repeirs due to sand abrasion executed ty tho | | Fewer na customer in 1973 erenced residual sess, comosion | | Chane-Ne: na fagun to long apocdonirtorva tec beat tet? yom Rupture of bucket Rupture of bucket ‘GUATAPE TTS Pine WARCA&7 Cloia Comey, abla un Conon 1807 (Spa - Reon) : re Repae weisng zone wah E es 2 vemical turbines with Number of ‘2 honrontal double Soeiant Saget : : ‘sess n sje pe oad wok utes = N2RINA ie STeiaaitedae sn Hes f eat 3150 ee Woser (ely Warton — Grzase fey Pros m3. aw) Meng baka ne 10 | Output Pras 1274 aw) wna Nas feel i Cetetwnga tg | Spee a Sa fm by = 27160 frm Ree TNS — 0, = er816.4em Bvdainner 8, =500 [ml Ga of bok Wa 10 rane Ne A Oni Damage: Ropar of back Na 1, st 8445 operation hows 25 10 Number ny 22 Baca eles) ont Marchi Coneequet Jet emin® 0, #01412 fm} Pusat §— 8, =4238 [nef Residual rupture area is . . bucket damages on deflector ncluding detector rod won Ree m=O hl [S rmiog owaaheenors ce Naboo = 20 Bat oe noe | ee Reman adn want Ram om #7500 Bl apy touch Nat ate S78 open ns 7B | |r Gach (oF) eset wit ein) ne ms fi Popped tedogalere Mat 0-35 C/N 194 oua Welding repan without any preheating and wethout stress rebel hea Charge 53 458, es ce er rrese pean’ | Elched wutace to make “ treatment Small ag ncivwons and ges pores i the welding zone ‘spect Interat 100, $00, 2000, 8000 ' ares ie rapa welding asibie Foundry Fndicion de Aove, E (Coenen) — SOUTH FORK TOLT Pie VAAL REEFS 4/61 - ss gaussian coaty, —Saahben ce Comvcon 101 B cowasubssaamains || ha a In-service 1995 : snatet vee (hen anton Head 271M Yams NaN Output 16 MW - Material CA6NM Witetow Stans tbe Failed at a small Spee rests fed, inclusion ane From a factory weld Siow 8 =110 fem repair mie my ah wae Root men A = Ds ‘Rupture of bucket No.6 after 3200 operation hours on 13. February 1966. ane oemes Resnne Connon age Te hag adden twtr pnd nd ORY SAR crema ed tsp a toes a ah rene Renate qe ream Lessons learned Post weld heat treat is the only way to ensure weld stresses are relieved Post weld heat treat of high hardness stainless steels are difficult to control Occlusions left in weld will still cause a problem even if the heat treat is performed well Any weld repair needs to be watched closely 1. Objective ‘Avoid resonances cf forced bucket vibrations due tothe pulsating jet led. Reduce the amount of superimposed dynamic bucket stress Gerartoo sufficient dynamic strength, seety and Metine of muljet Paton runners. Diferencite between dtfrent quality standards stool cast - MaroCast - WELD —fuly ferged Optimae the final balancing process. connection wah detuning 2 Basic procedure remarks The basice procedure is defined in the Acceptance Standard for Pelton Runners T HH 406 06 002 as follows 1. Atnunners of4.,5- und 6 jt turbines the bucket natural frequencies are to be measured (basic ‘modes of bending endtrsion) 2. thenetural frequency of the deminant bending mode ccincdes wih @ harmenic o the jet pulse frequency experiencedby each runner the concemed bucket has to be detuned as long as the frequency is inside ofthe fortidden frequency zone, 3 The detuning is executed ty grinding on the backside cf the bucket 4. The process is tobe combined wath the runner balancing, DETUNING OF PELTON RUNNERS based on the VATECH HYDRO Technical Guide Line T HH 405 06 005 Sept. 2004 Richard Angehrn VATECH HYDRO LTD. Zurich Pelton Bucket, Typical Stress race ————— Ac, /2 Ac, = superimposed dynamic stress part due ito harmonic response |Ao, = dynamic stress part due to jets io, = centrifugal stress mn 6, = stress amplitude 8 S,,, = mean stress Bucket stress traces at a 6-jets Pelton turbine with rotating speed 500 min-1 a) before detuning Bucket natural frequency 700 Hz and exact resonance with the 14th harmonic of excitation ‘frequency b) after detuning Bucket natural frequency 702.5 Hz Measurement ofthe acceleration as hammering response executed on a cast steel runner delvered at the beginning of the Boies (former bucket design) bending mode in circumferential radial direction relative amplitude BIEUDRON (n=428.6 rpm, z,=5 jets) bucket excitation spectra 1.3 5 7 911 13 15 17 19 21 23 integers i of harmoni 0 100 200 300 400 500 600 700 800 900 frequency [Hz] 3. Evaluation of the Necessity for Detuning \VA TECH HYDRO has internal reguiations in which cases of a bucket resonance a risk could occur and detuning is stringent. The method presumes the knowledge of the natural frequencies. in normal cases an adequate FE- analysis is not available and a frequency measurement by hammering necessary. If detuning is recommended or stringent it has to be proceeded by the internal guide lines. In ether case a measuring protocol is mandatory. Runner Billet Additional Lessons Learned + There is an inherent risk for cracking and rupture at monoblock cast Pelton runners which cannot be reduced to zero, even by consequent application of inspections within rather short periods. + Testing also of the back side of the bucket root is essential. + Vibration monitoring of the units is highly recommended + The experience with MicroGuss over more than 12 years has shown that the risk of cracking is practically eliminated thanks to forging the critical transition zone from the disk to the buckets. + No root cracks have been observed in none of the more than 200 delivered MicroGuss runners. MicroGuss allows for a troublefree operation and needs minimum care at doing NDT. + By using MicroGuss the inspection periods can be extended by a factor of four. First cuttings Welded bucket Ready for Delivery Final machining BRADLEY LAKE PROJECT MANAGEMENT COMMITTEE REGULAR MEETING AGENDA Thursday, November 18, 2004 — 9:00 a.m. (Via electronic media at AIDEA/AEA — 813 W. Northern Lights Boulevard) (Corner of Arctic and Northern Lights Boulevard) CALL TO ORDER Haagenson ROLL CALL (for Committee members) PUBLIC ROLL CALL (for all others present) PUBLIC COMMENT AGENDA COMMENTS APPROVAL OF MEETING MINUTES March 18, 2004 NEW BUSINESS A. Audit Engagement Letter B. 2004 Policy Year Renewal- Valuation C. Legal Review of BPMC Contracts - Discussion D. AEA Electrical Assets to Railbelt Utilities -Discussion COMMITTEE REPORTS / COMMENTS A. Operators Report 1. Runner Repair — Progress Report Stead 2. Digital Governor (VA Tech) — Progress Report Stead B. Next Meeting Date Haagenson ADJOURNMENT s “ Alaska Industrial Development and Export A AIDEA/AEA Alaska Energy Authority FACSIMILE TRANSMITTAL TO: Steve Hacg Ow CAVEA FAX #: (902) 454-5451 FROM: Shen Howell DATE: [1-10-04 Number of pages including cover page: A COMMENTS: Droft BMC Aoercke- he Apprvel ” Please Call if his [ools on hhh 5 Shou ya (967) REF 302". Xx NOTICE: This facsimile may contain confidential information that is being transmitted to and is intended only for the use of the recipient named above. Reading, disclosure, discussion, dissemination, distribution, or copying of this information by anyone other than the named recipient or his or her employees or agents is strictly prohibited. If you have received this facsimile in error, please destroy it and notify us by telephone at (907) 269-3000. 813 West Northern Lights Boulevard * Anchorage, Alaska 99503 907 / 269-3000 * FAX 907 / 269-3044 * www.aidea ore . . P. | * * * Transmission Result Report (MemoryTX) ( Nov-1U. 2004 9:35AM) * * * 1) AIDEA/ZAEA 2) Date/Time: Nov.10- 2004 9:35AM File Page No. Mode Destination Pg (s) Result Not Sent 7506 Memory TX 919074585951 Pp. 2 OK Tih, wei dt, I. iil mimmo uwuom»sim i@meiiuom i am E—E.1) Hang up or line fail —E.2) Busy E—E.3) No answer —E.4) No facsimile connection FACSIMILE TRANSMITTAL TO: Steve Heageson. GVEA raxe: (407) 455-515! FROM: Showwe Howell DATE: Ul [0-4 Number of pages including cover page: ot COMMENTS: Dred BPM pnde be Apprrel Pheese call if thas fools. “Hadi, Shawsva- L987} ACF 3028. "a NOTICE: This facsinile may contain confidential injormaton fhat is being transmitted to and is intended only for the use of the recipient named above. Reading, disclosure, discussion, dissemination, distribution, or copying of this information by anyone other than the named recipient or his or her employees or agents is strictly prohibited. If you have received this facsimile in error, please destroy it and notify us by telephone at (907) 289-3000. O19 Whleet Renae Halt Bande ned = Aeabnmen Oteahe RNA Nov-05-04 05:47pm = From-GVEA Administration 9074585951 7-840 =P.002/010 = F218 ~ Sieve Haagenson To: Shauna Howell (showell@ aidea.org) Ce: Susan K, Redlin Subject: Agenda items for the Bradley November 18th meeting. Attached are draft meeting agenda items: Audit Engagement letter 2004 Policy year 2004 renewal- valuation: to Finance Committee Legal review of BPMC Contracts- Discussion AEA Electrical Assets to Railbelt Utilities- Discussion Runner Repair- Progress Report (Stead) Digital Governor (VA Tech) - Progress Report (Stead) Steven Haagenson President & CEO Golden Valley Electric Association, Inc. (907) 458-5866 shh@gvea,com Nov-05-04 05:47pm = From-GVEA Administration 9074585951 7-840) =P.001/010 F-218 - Malling Address: Physical Address: G PO Box F1249 SE (Uinwols St. aera Fairbanks AK 99FOF-1249 re Association, Inc. Susan Redlin @Phone: (90F) 458-5721. Fax: (907) 451-5633 FAX. To: Shauna From: Susan Redlin for steve Haagensonw Fax: Pages: LO Phoue: bate: November 5, 2004 Re: ce. _largent —_ For Review ___ Please Comment ——_Please Reply Note: (fthere were any problems receiving this fax, please call: Susan Redlin (90F) 458-5721 \ io BRADLEY LAKE PROJECT MANAGEMENT COMMITTEE x MEETING MINUTES (o 813 W. Northern Lights Boulevard Anchorage, Alaska Thursday, March 18, 2004 — 10:00 a.m. 1. CALL TO ORDER Chairman Steve Haagenson called the meeting of the Bradley Lake Hydroelectric Project Management Committee to order at 10:00 a.m. on Thursday, March 22, 2004, from the Alaska Industrial Development and Export Authority’s Board Room, Anchorage, Alaska, to conduct the business of the Committee per the agenda and public notice. 2. ROLL CALL Roll was called by Shauna Howell. The following members were present: Steve Haagenson Golden Valley Electric Association Joe Griffith Chugach Electric Association (teleconference) Bradley Janorschke Homer Electric Association (teleconference) Wayne Carmony Matanuska Electric Association (teleconference) Jim Posey Anchorage Municipal Light & Power Dave Calvert City of Seward Art Copoulos Alaska Energy Authority 3. PUBLIC ROLL CALL Shauna Howell, Alaska Energy Authority Brenda Applegate, Alaska Energy Authority Linda MacMillan, Alaska Energy Authority Karl Reiche, Alaska Energy Authority Doug Hall, Anchorage Municipal Light & Power Rick Miller, Anchorage Municipal Light & Power Lee Thibert, Chugach Electric Association (teleconference) Mike Cunningham, Chugach Electric Association (teleconference) John Cooley, Chugach Electric Association Brian Hickey, Chugach Electric Association Don Stead, Homer Electric Association (teleconference) Jim Walker, Matanuska Electric Association (teleconference) Page 1 of 6 Bob Zacharski, Homer Electric Association (teleconference) i) Y Gary Stromberg, Parisena, Stromberg & Company (teleconference) Ron Saxton, AterWynne (teleconference) 4. PUBLIC COMMENT There were no public comments. 5. AGENDA COMMENTS The agenda was changed to the following order under Item 7. The order will be A, F, E, D, C, and B. 6. APPROVAL OF MEETING MINUTES - January 7, 2004 Mr. Posey moved to approve the meeting minutes of January 7, 2004. Seconded by Mr. Calvert. Chair Haagenson noted a change on page 2, change SWAG to estimate. On page 4 of 4, in the second paragraph under Operators Report, the second sentence should read “An ongoing document control effort is ongoing in conjunction with Art’s office to categorize and catalog the drawings and publications associated with Bradley.” A voice vote was taken, and the motion passed unanimously as amended. 7A. MEMBER AND ALTERNATE LETTERS Chair Haagenson All members presented a letter stating their representative as well as the alternate. These letters were included in the packets. 7F. ACCEPTANCE OF THE FY03 AUDITED BPMC FINANCIAL STATEMENTS Mr. Stromberg gave a brief overview of the statements. They issued a clean opinion and the statements presented to the BPMC are signed and bound. MOTION #04-4: Mr. Griffith moved to accept the results of the Bradley Lake Project Management Committee Operating and Revenue Funds for Fiscal Year 2003 as presented by Parisena, Stromberg & Company. Seconded by Mr. Posey. A voice vote was taken, and the motion was unanimously approved. 7E. APPROVAL OF AMENDED FY04 0&M BUDGET Cunningham MOTION #04-5: Mr. Posey moved to amend the Fiscal Year 2004 Operating and Capital budget as presented. Seconded by Mr. Griffith. A voice vote was taken and the motion was unanimously approved. 7D. APPROVAL OF FY05 O&M BUDGET Cunningham MOTION #04-6: Mr. Griffith moved to adopt the Fiscal Year 2005 Operating and Capital budget as presented. Seconded by Mr. Posey. Brenda Applegate and Linda MacMillan of AEA gave an overview of the budget. Page 2 of 6 L Art Copoulos noted that what the O&D Committee has proposed is to have contingency money available — a couple of things broke and needed immediate repairs, and we really didn’t have time to go to the BPMC to get the funds to repair them. What we would like in the future, is to have a relatively small contingency fund to deal with the immediate repairs that need to be corrected in the interest of continuing the project operation and safety. What the O&D committee has proposed is basically a three step process: 1) that when something is identified that the O&D Committee will review the request and approve or deny use of the contingency fund; 2) only unbudgeted projects with immediate operating consequences would qualify for consideration; and 3) the O&D Committee would present any activity related to that contingency fund at the next BPMC meeting. Chair Haagenson stated that it’s also wise to get the O&M Committee involved in some of these conditions, because there may be more than one solution. Mr. Carmony stated for the record: “For the same reason as Mr. Zoerb expressed at a previous meeting, we believe that the firm of AterWynne has an inherent conflict of interest and we will be voting against the budget if it includes a $40,000 commitment that would be earmarked for the firm of AterWynne. I’d just like to see it placed in the minutes in the discussion that we believe that AterWynne has this conflict of interest.” Steve Haagenson asked if there is a plan to adequately fund the governor replacement using the R&C fund mechanism, or should we be funding that — what’s the long-term plan for the R&C fund? The number is $553,596, are we depleting the R&C fund or are we planning on using it to do these governor repairs, are we going to get bonding to do that, what’s our plan to do the governor repairs and finance? Linda MacMillan responded that if you look at Schedule D of the FY05 budget packet, we did a cash flow of money going in and out of the R&C fund and where it would leave us based on current plans. She did a recap, based on HEA’s estimates for the governor work on how much should be paid out of the R&C fund and how much should be coming out of the construction fund balance. Mike Cunningham asked that the following be placed into the minutes. “Mr. Chairman, I'd like to commend Brenda and Linda for their work in pulling this budget together and arm wrestling with the committee members on the final numbers. They did a great job.” MOTION #04-7: Mr. Griffith moved to approve the FY05 O&M budget and a second by Mr. Posey. All members voted aye, with the exception of MEA for the reasons Stated above. This will be noted in the minutes. 7C. INSURANCE ISSUES Cunningham Chair Haagenson stated that there is an active proposal in the street, which is pushed back a little because of the budget process. We are looking at our insurance. One concern he had was that the person doing the review didn’t think they had access to the ARECA insurance exchange books. Chair Haagenson would like to see that get resolved in the near future before it comes out. Page 3 of 6 @ @ “\) Mr. Cunningham stated that he would talk to them again and see if there has been any progress made in that area. Mr. Saxton asked if there was a deadline for that progress. Mr. Cunningham responded, stating that we have received the preliminary report and the Chairman requested that the Budget Committee review the report and given the deadline on the FY05 budget, we have decided to do the budget work first and are now going to turn our attention to reviewing the preliminary report and will be getting a summary and recommendation to the full BPMC within the next month or so. 7B. REFUND OF PRIOR YEAR BUDGET ADJUSTMENT (continuation/clarification) Chair Haagenson stated that in the minutes last month, is reference that we were going to get clarification from counsel on a form for O&D insurance. Mr. Saxton has provided that. Also, there had been a question about the auditor's opinion about paying back the money for the Power Sales Agreement and the number that is in the budget is $900,000 and apparently on the audited information it’s about $2 million now. Chair Haagenson also stated the auditor's report says it’s basically $2.13 million refunded per the Power Sales Agreement. In the FY04 budget, there is an analysis of effective amendment of FY04 O&M budget -— the first line says budget effective FY03 surplus refund and it has a total amount refunded of $903,501. It was forecasted FY03 surplus budgeted used in budget preparation. So, that number is now moved from $900,000 to $2.013 million. Ms. Applegate explained the dollar amount. When we did the original FY04 budget, FY03 wasn’t complete yet. Part of our budget preparation is a projection of where we thought we would be at the end of FY03, and that was the surplus number we rolled forward. Now that FY03 is complete, our audited financials are done, the number was really the $2 million dollar number. Our projections during the FY04 budget preparation, the original budget, were off. The majority of that was due to the R&C fund and us not spending as much as we thought we would out of that. The true surplus that is going to be refunded is the $2 million. Mr. Saxton stated that the most literal reading of the contract if it says at the end of the year you recalculate and return any surplus, is to write a check and return it. It would be taking that overpayment from the proceeding year and applying it to the current year obligation. Once you have finalized determining what that surplus amount is, each utility will state that they want theirs through a check or would rather have it applied to our current years obligation. Ms. MacMillan responded that a check can be sent; however, the checks you pay goes to a trust account at US Bank. A check on your behalf with your surplus could be sent. Mr. Posey stated that from an accounting standpoint, it probably is cleaner, and it just makes it simpler. It may be more difficult for others to get the money to roll back in, but his auditors are telling him to get a check. Page 4 of 6 oe Ms. Applegate responded that the FY04 amended budget that we just approved is calculated based on us actually writing that check back to everyone now, which is what we thought we decided at the last meeting. Mr. Saxton stated that there will be different choices by different utilities. Just be on the record that you have authorized the return of the annual adjustment, but that each utility will be notifying AEA how they wish to receive it. Mr. Calvert stated that the City of Seward would like to roll it over and to consider that notification. Ms. MacMillan stated that she will need an email of who wants a rollover and who wants a check. 8A. Committee Reports / Comments Haagenson Martin River: Mr. Copoulos discussed the Martin River application. The license amendment application to FERC was submitted and received approval from the Army Corps. Preliminary concerns were raised regarding the Fish and Game’s concern about closing the airstrip according to Federal air regulations, and subsequent conversations with them indicate that they are okay with what we have proposed. We don’t anticipate any problems getting this amendment approved through the agencies and through FERC, and expect to complete this work as proposed in the amendment and according to the timeline and budget. O&D: Bob Zacharski reported that there had been a battery explosion at the microwave site. A new battery bank is on order as a new charger, and spill clean up should be completed next week. Cable failure happened in late January. They were able to repair it, and will come back with ideas for re-routing that cable so it is more accessible for maintenance purposes. Preventative maintenance tasks are on schedule. They augmented the operations staff at Bradley to get more electrician help at the plant and clean up the outstanding task under the preventative maintenance. Chair Haagenson asked about the SVC training. There is a lot of discussion on the level of training and who is going to be responding and how many people are going to be training on the top and maintain the SVC. Did that get resolved or did the whole thing go into the budget unscathed? Mr. Hickey stated that they have not done major maintenance on the facility since it was installed. There is a series of major maintenance that has come due, and unfortunately because they were both installed at the same time, it all comes due at the same year, give or take 18 months. They have five relay techs and they all get trained and we have three substation techs and four substation linemen who get trained. They are on a much larger list. Mr. Hall also noted that part of this is for ABB to come up and tell us what we need to look at replacing so we don’t get in a position where we are with the Intertie SVCs. They will tell us where we are obsolete and what we need to be looking at replacing. Operator Report: Bob Zacharski reported that they are at 1,128 in terms of water level. Page 5 of 6 \V Governor Replacement: Don Stead reported that the hydraulic transient analysis has been complete and is under review and the State is hiring a third-party to review the results. The way it’s stated now, it will need to be increased by 60 seconds from the current 90 seconds. The change is going to require FERC approval. Change order #1 has been issued to VA Tech, so we got the $100,000 discount. Data collection is in progress. Model test design is currently in progress, and the factory acceptance test is projected for July 9" through the 15". New Control Algorithm has been delivered and the conversion is in progress. The outages are at 35 days each, and probably need to be increased to 45 days each, and also should be slipped from March into April in order to accommodate the changes for the jet dividers. The delay is on Change Order #1, once they complete the model and they develop the model test results, they then have to go into design of the new jet dividers and design of the shield and the operating mechanism. That design pushes delivery to the site to April 16", which fits right into the middle of the second outage. In order to fit it up with that schedule for Change Order #1, you actually need to slip the outages back into April so the material will be available for the first unit. 8B. Next Meeting Date The next meeting will be at the call of the Chair. 9. ADJOURNMENT The meeting was adjourned at 11:05 a.m. BY: Steve Haagenson, Chairman ATTEST: Alaska Energy Authority, Secretary Page 6 of 6