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HomeMy WebLinkAboutAEA Basic Financial Statements and Schedules June 30, 2013 and 2012ALASKA ENERGY AUTHORITY (A Component Unit of the State ef Alaska) | Statements and Schecules Basic Fir a June 30,2013 and 2012 (With incerendent Auditors’ Report Thereon} ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Table of Contents Management’s Discussion and Analysis Independent Auditors’ Report Statement of Net Position Statements of Revenues, Expenses, and Changes in Net Position Statements of Cash Flows Notes to Basic Financial Statements Schedules 1 Schedule of Bradley Lake Hydroelectric Project Trust Account Activities 2 Schedule of Projects and Programs — Statement of Net Position e 3. Schedule of Projects and Programs — Revenues, Expenses, and Changes in Net Position Supplementary Information (Unaudited) 4 Schedule of Capital Assets presented under Federal Energy Regulatory Commission 5 Supplementary Organization and Project Information ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Management’s Discussion and Analysis June 30, 2013 and 2012 Overview of the Financial Statements The Alaska Energy Authority’s (AEA or Authority) is composed of the following programs — AEA owned hydroelectric and intertie projects, rural energy programs, and energy development programs. Further information on AEA’s programs can be found in note | to the financial statements. This financial report consists of three sections: management’s discussion and analysis, basic financial statements, and supplementary schedules. AEA’s operations are business type activities and are considered an enterprise fund. The Authority is a component unit of the State of Alaska (State) and is discretely presented in the State’s financial statements. The Authority’s basic financial statements are the Statement of Net Position, the Statements of Revenues, Expenses, and Changes in Net Position; the Statements of Cash Flows; and the Notes to Basic Financial Statements. Basic Financial Statements The Statement of Net Position report the Authority’s assets, liabilities, and resulting net position. The net position is reported as invested in capital assets less debt, restricted, and unrestricted. Restricted net position is subject to external limits such as bond resolutions, legal agreements, or statutes. The Statements of Revenues, Expenses, and Changes in Net Position report the Authority’s income, expenses, and resulting change in net position during the periods reported. Both statements report on the accrual basis of accounting and economic resources measurement focus. The Statements of Cash Flows report the Authority’s sources and uses of cash and change in cash balance resulting from the Authority’s activities during the periods reported. The Notes to Basic Financial Statements provide additional information required to fully understand the amounts reported in the basic financial statements. Management’s Discussion and Analysis This section presents AEA management’s analysis of the Authority’s financial position and results of operations at and for the years ended June 30, 2013 and 2012. This information is presented to help the reader focus on significant financial issues and provide additional information regarding the activities of the Authority. This information should be read in conjunction with the Independent Auditors’ Report, the audited financial statements and the accompanying notes. Financial Highlights AEA’s assets exceeded its liabilities by $1.2 billion and $1.1 billion at June 30, 2013 and 2012, respectively. Of the total net position at June 30, 2013, $183.1 million was invested in capital assets net of related debt, $31.3 million was restricted and $966.6 million was unrestricted. Of the total net position at June 30, 2012, $134.8 million was invested in capital assets net of related debt, $33.6 million was restricted, and $902.1 million was unrestricted. 1 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Management’s Discussion and Analysis June 30, 2013 and 2012 Financial Analysis Financial Position Total assets, total liabilities, and total net position at June 30, 2013, 2012, and 2011 follows (stated in thousands): 2013 2012 2011 Current assets $ 15,729 21,571 410,251 Capital assets, net 270,563 229,310 227,438 Other noncurrent and restricted assets 1,065,860 977,856 579,130 Total assets 1,352,152 1,228,737 1,216,819 Current liabilities 89,717 68,966 44,932 Noncurrent liabilities 81,288 89,143 95,978 Total liabilities 171,005 158,109 140,910 Total net position 1,181,147 1,070,628 1,075,909 Total liabilities and net position $ 13525152 1,228,737 1,216,819 Current assets were $5.8 million lower at June 30, 2013 compared to June 30, 2012 and $388.7 million lower at June 30, 2012 compared to June 30, 2011. The change from 2012 to 2013 was primarily due to a transfer of $3.2 million in loans from the Bulk Fuel Loan Fund to the State Department of Commerce, Community and Economic Development (DCCED), $6.6 million increase in receivables from the State for Power Cost Equalization (PCE) program and $8.4 million reduction in receivable from the State for general fund appropriations. The change from 2011 to 2012 was primarily caused by $400 million due from the State at June 30, 2012 for the PCE Endowment Fund; when received the amount became part of noncurrent restricted cash and investments. Capital assets were $41.2 million higher at June 30, 2013 compared to June 30, 2012 substantially due to continued development of the Susitna-Watana Hydroelectric Project offset by depreciation of other project capital assets. Capital assets were $1.9 million higher at June 30, 2012 compared to June 30, 2011 substantially due to development of the Susitna-Watana Hydroelectric Project and other improvements, offset by depreciation of capital assets and the conveyance of the Napakiak Intertie Project to Napakiak Irecinraq Power Corporation. A summary of major activity during the years ended June 30, 2013 and 2012 relating to capital assets, net follows (stated in thousands): 2013 2012 Susitna-Watana Hydroelectric Project development $ 46,097 10,155 Bradley Lake Hydroelectric Project improvements 3,979 2,950 Alaska Intertie Project improvements 2,963 1,640 Napakiak Intertie Project transfer _ (3,131) Depreciation (11,786) (9,742) Change in capital assets, net $ 41,253 1,872 bo (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Management’s Discussion and Analysis June 30, 2013 and 2012 Other noncurrent and restricted assets were $88.0 million higher at June 30, 2013 compared to June 30, 2012 and $398.7 million higher at June 30, 2012 compared to June 30, 2011. The 2013 increase primarily related to an increase in cash and investments by $99.0 million and a $2.6 million increase in Power Project Fund loans offset by a $12.7 million transfer of Bulk Fuel Loan Fund investments and loans to DCCED. The 2012 increase primarily related to the receipt of $400.0 million restricted to the PCE Endowment Fund, along with other restricted contributions offset by expenditures of restricted funds. Current liabilities were $20.8 million higher at June 30, 2013 compared to June 30, 2012 and $24.0 million higher at June 30, 2012 compared to June 30, 2011. The change related primarily to amounts due to the State and accrued expenses. The $7.8 million decrease in noncurrent liabilities between June 30, 2013 and 2012 was substantially caused by a decrease in the long-term debt portion of bonds payable and a decrease in arbitrage interest payable. The $6.8 million decrease in noncurrent liabilities between June 30, 2012 and 2011 was substantially caused by a decrease in the long-term portion of bonds payable, offset by an increase in the noncurrent portion of arbitrage interest payable and a decrease in other noncurrent liabilities. Net position was $110.5 million higher at June 30, 2013 compared to June 30, 2012 and $5.3 million lower at June 30, 2012 compared to June 30, 2011. The net changes were substantially caused by the following activity during the years ended June 30, 2013 and 2012 (stated in thousands): 2013 2012 Operating loss $ (63,535) (61,916) Investment income 113,415 14,050 State of Alaska appropriation for capital assets 50,605 13,481 Contributions from State of Alaska to other funds 25,871 29,020 Transfer of Bulk Fuel Loan Fund to State of Alaska (15,873) — Change in net position $ 110,483 (5,365) (Continued) we ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Management’s Discussion and Analysis June 30, 2013 and 2012 Operations Components of the Authority’s operating revenues, operating expenses, nonoperating investment income and operating loss for the years ended June 30 were as follows (stated in thousands): 2013 2012 2011 Operating revenues $ 102,443 98,660 47,268 Operating expenses 165,978 160.576 118,676 Operating loss (63,535) (61,916) (71,408) Nonoperating: Investment income, net 113,415 14,050 70,897 State of Alaska contributions for capital assets 50,605 13,481 — State of Alaska contributions to the Renewable Energy Fund 25,871 29,020 437,200 Loss on sale of Power Project Fund loans — _ (3,850) Decrease in contingent liability from loan sale 36 84 De Transfer of Bulk Fuel Loans to DCCED (15,873) — — Increase (decrease) in net position $ 110,519 (5,281) 432,861 Operating revenues increased $3.8 million during the year ended June 30, 2013 compared to the prior year and increased $51.3 million during the year ended June 30, 2012 compared to the prior year. Components of changes were as follows (stated in thousands): FY 2013-2012 FY 2012-2011 Net change Net change (Decreased) increased Federal grant revenue $ (8,794) 3,113 Fluctuations in revenue from operating plants 580 (1,256) Increased revenue from State for PCE grant program 1,784 7,970 Increased revenue from State energy projects for Alaska Railbelt utilities 6,915 22,429 (Decreased) increased revenue from State for Eva Creek wind farm (10,000) 10,000 Increased revenue from other State general fund operating and capital appropriations 15,279 5,259 (Decreased) increased revenue from other State agencies (1,707) 3,877 Decreased revenue from loan interest and other miscellaneous revenues (274) —_— $ 3,783 S392 4 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Management’s Discussion and Analysis June 30, 2013 and 2012 Operating expenses increased $5.4 million during the year ended June 30, 2013 compared to the prior year and increased $41.9 million during the year ended June 30, 2012 compared to the prior year. Components of the changes were as follows (stated in thousands): FY 2013-2012 FY 2012-2011 Net change Net change (Decreased) increased federally funded grant and project expenses in active rural energy construction projects $ (8,677) 3,113 Increased State funded grant and project expenses 14,709 24,802 (Decreased) increased State agency and component unit funded expenses for interagency contracts (3,445) 3,929 Increased PCE grant expenditures 1,201 7,719 Other expenses 1,614 2,337 $ 5,402 41,900 Nonoperating State contributions fluctuate from year to year depending on major initiatives of the state legislature. The $117.4 million increase in nonoperating revenue in fiscal year 2013 compared to fiscal year 2012 was primarily due to increased investment income of $99.3 million and net increased contribution from the State for capital energy assets and fund capitalizations of $34.0 million offset by a $15.9 million decrease from the transfer of the Bulk Fuel Loan program. The $447.6 million decrease between fiscal year 2012 and 2011 was primarily due to a nonrecurring $410.0 million State contributions to the PCE Endowment and Power Project funds. Outlook Annual operation of the owned hydroelectric and intertie projects are per annual budgets approved by the utilities that use the assets and pursuant to bond resolutions and other agreements. Susitna-Watana Hydroelectric project expenditures are per State capital appropriations and legislation. Annual operations of the rural energy programs and energy development programs and projects are per State legislation, annual appropriations, and federal grant awards. KPMG LLP Suite 600 701 West Eighth Avenue Anchorage, AK 99501 Independent Auditors’ Report The Board of Directors Alaska Energy Authority: Report on the Financial Statements We have audited the accompanying financial statements of the Alaska Energy Authority (a Component Unit of the State of Alaska) (Authority), as of and for the years ended June 30, 2013 and 2012 and the related notes to the financial statements, which collectively comprise the Authority’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with U.S. generally accepted accounting principles; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors’ judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Opinion In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Authority as of June 30, 2013 and 2012, and the changes in its financial position and its cash flows for the years then ended in accordance with U.S. generally accepted accounting principles. KPMG LLP is a Delaware limited liability partnership, the U.S. member firm of KPMG International Cooperative ("KPMG International"), a Swiss entity. Other Matters Required Supplementary Information U.S. generally accepted accounting principles require that the management’s discussion and analysis on pages 1—5 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Supplementary and Other Information Our audit was conducted for the purpose of forming an opinion on the financial statements that collectively comprise the Authority’s basic financial statements. The supplementary information in schedules | through 3 is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the supplementary information is fairly stated in all material respects in relation to the basic financial statements as a whole. The supplementary information in schedules 4 and 5 has not been subjected to the auditing procedures applied in the audit of the basic financial statements, an accordingly, we do not express an opinion or provide any assurance on it. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated October 24, 2013 on our consideration of the Authority’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Authority’s internal control over financial reporting and compliance. KPMG LIP October 24, 2013 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Statement of Net Position June 30, 2013 and 2012 (Stated in thousands) Assets 2013 Current assets: Grants receivable $ 2,465 Loans receivable (note 6) 92 Operating revenue receivable 1,673 Due from State of Alaska 10,455 Accrued interest receivable 1,044 Total current assets 15,729 Noncurrent assets: Restricted cash and cash equivalents (note 3) 17717 Cash and cash equivalents designated for specific purposes (note 3) 116,552 Restricted investments (note 3) 20,624 Investments designated for specific purposes (note 3) 905,814 Loans receivable, net of allowance (note 6) 5,153 Capital assets, net of accumulated depreciation (note 4) 270,563 Total noncurrent assets 1,336,423 Total assets $ 153525152 Liabilities and Net Position Current liabilities: Due to State of Alaska $ 37,823 Accounts payable 41,533 Bonds payable — current portion (note 5) 7,300 Arbitrage interest payable — current portion (note 5) 657 Accrued interest payable 2,404 Total current liabilities 89,717 Noncurrent liabilities: Bonds payable — noncurrent portion, net (note 5) 80,117 Arbitrage interest payable — noncurrent portion (note 5) 484 Other liabilities 687 Total noncurrent liabilities 81,288 Total liabilities 171,005 Net position: Invested in capital assets, net of related debt 183,146 Restricted for debt service 20,908 Restricted by agreements with external parties 10,463 Unrestricted 966,630 Total net position 1,181,147 Commitments and contingencies (notes 7 and 9) Total liabilities and net position $ 153522152) See accompanying notes to basic financial statements. 2012 2 U2 Wot 5) 1 on 10,093 3.824 1.084 2S 19,370 96,874 20.880 838.211 2,521 229,310 1,207,166 1,228,737 22,235 37,241 6,880 2,610 68,966 87,607 813 723 89,143 158,109 134,823 20.163 13°5385 902.107 1,070,628 1,228,737 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Statements of Revenues, Expenses, and Changes in Net Position Years ended June 30, 2013 and 2012 (Stated in thousands) 2013 2012 Operating revenues: State of Alaska appropriations $ 74,260 60,283 Revenue from operating plants 16,937 16,357 Federal grants 6,077 14,871 Revenue from state agencies and component units 4,892 6,599 Interest on loans 277 302 Other revenue —_ 248 Total operating revenues 102,443 98,660 Operating expenses: Grants and projects 99,634 97,047 Power cost equalization grants 40,100 38,899 Depreciation 11,786 9,742 General and administrative 5,291 5,267 Interest expense 4,618 5,032 Plant operating 4,363 4,501 Provision for loan loss (note 6) 186 88 Total operating expenses 165,978 160,576 Operating loss (63,535) (61,916) Nonoperating: Investment income, net 113,415 14,050 State of Alaska appropriations for capital assets 50,605 13,481 State of Alaska contribution to the Renewable Energy Fund 25,871 26,620 Decrease in contingent liability on sold loans 36 84 Transfer of Bulk Fuel Loan Fund to State of Alaska (15,873) —_— State of Alaska appropriation to the Emerging Energy Technology Fund —_— 2,400 Total nonoperating 174,054 56,635 Increase (decrease) in net position 110,519 (5,281) Net position — beginning 1,070,628 1,075,909 Net position — ending $ 1,181,147 1,070,628 See accompanying notes to basic financial statements. ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Statements of Cash Flows Years ended June 30, 2013 and 2012 (Stated in thousands) 2013 2012 Cash flows from operating activities: Receipts from federal grants $ 6.864 13,558 Receipts from customers and users 17,164 13,018 Receipts from State of Alaska appropriations 59,186 69,715 Receipts from state agencies and component units 6.048 6.449 Other operating receipts _ 250 Payments to suppliers (18,266) (25,836) Payments to grantees (130,976) (112,890) Net cash used for operating activities (59,980) (35,736) Cash flows from noncapital and related financing activities: Net unremitted interest returned on State appropriation advances a 7 PCE contribution from State _ 400,000 Emerging Energy Technology contribution from State 2,000 4,800 Renewable Energy Fund contribution from State 25,871 26,620 Bulk Fuel Loan Fund transfer to DCCED (9,158) _ Subrecipient grant advances 7,034 (8,114) Net receipt related to operating loans from AIDEA (2,668) 3,992 Net cash provided by noncapital and related financing activities 23,079 427,300 Cash flows from capital and related financing activities: Principal paid on bonds (6,880) (6,495) Interest paid on bonds (5,014) (5,416) State of Alaska appropriation for capital assets 72,215 14,655 Purchase of capital assets (45.544) (9,044) Net cash used for capital and related financing activities 14,777 (6.300) Cash flows from investing activities: Purchase of investments (234,092) (504,092) Proceeds from sales and maturities of investments 270,951 140.467 Interest received from investments 9,266 17,288 Principal collected on loans 6,408 12,061 Interest collected on loans 237 308 Loans originated (12.621) (14,661) Net cash provided by (used for) investing activities 40.149 (348.629) Net increase in cash and cash equivalents 18,025 36,635 Cash and cash equivalents at beginning of year 116,244 79.609 Cash and cash equivalents at end of year Ss 134,269 116,244 Reconciliation of operating loss to net cash used for operating activities: Operating loss $ (63,535) (61,916) Adjustments to reconcile operating loss to net cash used for operating activities: Depreciation 11,786 9,742 Provision for loan loss and bad debt expense 186 88 Bond interest expense 4.618 5,032 Interest on loans (277) (302) Conveyance of intertie to local utility included in grants and projects _ 3,131 Changes in assets and liabilities that provided (used) cash: (Decrease) increase in due to State of Alaska (7.360) 12,326 Increase in due from the State of Alaska (7,294) (2.784) Decrease (increase) in grants receivable 787 (1.313) Decrease in operating revenue receivable 797 1,053 Increased (decreased) in operating accounts payable 312 (793) Net cash used for operating activities $ (59.980) (35,736) Noncash capital and related financing and investing activities: Amount included in accounts payable for capital asset additions $ 14,078 6,582 Transfer of Bulk Fuel Loan Fund loan and interest receivable, net of allowance to DCCED (6,715) — Net increase (decrease) in fair value of investments 107,317 (20,536) Conveyance of intertie project — (3,131) See accompanying notes to basic financial statements. 10 (1) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Organization and Operations The Alaska Energy Authority (Authority or AEA) was created by the Alaska State Legislature in 1976. AEA is a public corporation and a component unit of the State of Alaska (State). AEA’s mission is to reduce the cost of energy in Alaska through various energy infrastructure projects and energy programs. Pursuant to legislation enacted in 1993, the members of the board of the Alaska Industrial Development and Export Authority (AIDEA) also serve as the board of directors of AEA. The AIDEA provides personnel services for AEA (per statute, AEA has no employees) and has a borrowing arrangement to provide working capital funds to AEA. AIDEA and AEA have separate executive directors, both employees of AIDEA. There is no commingling of funds, assets, or liabilities between AIDEA and AEA and there is no responsibility of one for the debts or the obligations of the other. The following is a description of AEA’s existing projects and programs: (a) (b) (2) Bradley Lake Hydroelectric Project The project has 120 megawatts of installed capacity and transmits its power to the State’s main power grid via two parallel 20—mile transmission lines. The project, which cost in excess of $300 million, went into commercial operation in 1991. The project is now operated by Homer Electric Association under contract with AEA. Bradley Lake serves Alaska’s Railbelt from the Kenai Peninsula to Fairbanks as well as the Delta Junction area. The Authority is in the process of amending the Federal Energy Regulatory Commission (FERC) license for a diversion of Battle Creek into the Bradley Lake project to provide increased energy of about 36,000 - 42,000 megawatt hours. The amendment is likely to be received in 2014 with construction completed the fall of 2016. Alaska Intertie Project The Alaska Intertie is a 170—mile transmission line, designed for 345 kilovolts and is operating at 138 kilovolts. It runs between Willow and Healy, and interconnects the power systems in the Anchorage and Fairbanks areas. The Intertie reduces the number of black/brownouts throughout the system by enabling power to move either north or south when major system disturbances occur. The Alaska Intertie allows Golden Valley Electric Association (GVEA) in Fairbanks to purchase lower cost electricity produced by Chugach Electric Association (CEA) and the Municipality of Anchorage, d/b/a Municipal Light and Power (ML&P). It also allows Southcentral Alaska utilities to purchase power from Fairbanks during power shortages. AEA contracts with the above Participating Utilities for operations and maintenance. These duties are overseen by the Intertie Management Committee (IMC) and AEA under the Alaska Intertie Agreement. Susitna-Watana Hydroelectric Project The Alaska Legislature appropriated $170 million in funding to AEA for the development of a large hydroelectric project to be built in the Railbelt Region. AEA is currently in the process of obtaining a FERC license for this project. 11 (Continued) (@) (2) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 As currently envisioned, the proposed project would be located approximately half-way between Anchorage and Fairbanks on the upper Susitna River and would include a single dam with a estimated installed capacity of 600 megawatts (MW) that would produce 50% of the Railbelt’s electrical demand. Rural Energy Programs The rural energy programs include Bulk Fuel Storage Upgrades, Rural Power System Upgrades, PCE Grant Program, Utility Training, and Technical Assistance, two active loan programs funded from the Bulk Fuel Revolving Loan Fund and the Power Project Fund, and one inactive loan program. The PCE Endowment Fund provides the PCE program a long-term stable financing source in order to reduce electricity costs for residential and community facility customers in otherwise high-cost service areas. Pursuant to legislation, effective January 1, 2013, the Bulk Fuel program (all outstanding Bulk Fuel loans, and the Bulk Fuel Revolving Loan Fund that provided the program’s funding) was transferred from AEA to the State’s DCCED. The Bulk Fuel program had a carrying amount of $15,873,000 at the time of the transfer. Energy Development Programs The energy development programs include the Renewable Energy Grants and Recommendation Program, alternative energy and energy efficiency programs, and the Emerging Energy Technology Fund Grant Program. The purpose of the Renewable Energy Grants program is to finance renewable energy projects in Alaska. The purpose of the Emerging Energy Technology Fund is to promote and provide financial assistance to applicants to test, conserve, and improve emerging energy technologies. (2) Summary of Significant Accounting Policies (a) Basis of Accounting — Enterprise Fund Accounting As a component unit of the State and for the purpose of preparing financial statements in accordance with U.S. generally accepted accounting principles, the Authority is subject to the accounting requirements as set forth by the Governmental Accounting Standards Board (GASB). The accounts of the Authority are organized as an Enterprise Fund. Accordingly, the financial activities of the Authority are reported using the economic resources measurement focus and the accrual basis of accounting, whereby revenues are recorded when earned and expenses are recorded when goods or services are received or the related liability is incurred. Operating Revenue and Expense The Authority considers all its revenues and expenses, except investment income, the sale of program loans, fund transfers with the State and conveyance of capital assets, to be part of its principal ongoing operations and therefore classifies these revenues and expenses as operating in the 12 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 statement of revenues, expenses, and changes in net position. State appropriations to fund operating grants and projects are included in operating revenue. (b) Capital Assets Capital assets are stated at cost and depreciation is charged to operations by use of the straight-line method over their estimated useful lives. The estimated economic lives of the assets are as follows: Utility plant Life in years Intangible 30-50 Production 30-50 Transmission 20-40 General 5-30 The Authority recognizes impairment losses for long-lived assets whenever there is a significant unexpected decline in service utility. AEA recognizes intangible assets per the guidance of GASB Statement No. 51, Accounting and Financial Reporting for Intangible Assets. (c) Cash and Investments All of AEA’s cash and investments are restricted or designated as to use. For the purposes of the statement of cash flows, cash and cash equivalents consist of cash, short term commercial paper, and money market funds. AEA’s marketable securities are reported at fair value in the financial statements. Unrealized gains and losses are reported as components of the change in net position. Fair values are obtained from independent sources. (d)_ Loans and Related Interest Income Loans are generally carried at amounts advanced less principal payments collected. Interest income is accrued as earned. Accrual of interest is discontinued whenever the payment of interest or principal is more than ninety days past due or when the loan terms are restructured. The Authority considers lending activities to be part of its principal operations and classifies it as operating in the statement of revenues, expenses, and changes in net position. For purposes of the statement of cash flows, the loan program activities are treated as investing activities. (e) Allowance for Loan Losses The allowance for loan losses represents management’s judgment as to the amount required to absorb probable losses in the loan portfolio. The factors used by management to determine the allowance required include historical loss experience, individual loan delinquencies, collateral values, economic conditions, and other factors. Management’s opinion is that the allowance is currently adequate to absorb known losses and inherent risks in the portfolio. 13 (Continued) (9) (h) i) @ ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Environmental Issues The Authority’s policy relating to environmental issues, including pollution and contamination remediation obligations to address the current or potential detrimental effects of existing pollution by participating in pollution remediation activities such as site assessments and cleanups, is to record a liability when the likelihood of Authority responsibility for clean-up is probable and the costs are reasonably estimable. At June 30, 2013, there were no outstanding environmental issues which met both of these criteria and, accordingly, no provision has been made in the accompanying financial statements for any potential liability which may result. Income Taxes The Internal Revenue Code provides that gross income for tax purposes does not include income accruing to a state or territory or any political subdivision thereof which is derived from the exercise of any essential governmental function or from any public utility. AEA is a public corporation of the State performing an essential governmental function and is therefore exempt from State and federal income taxes. Appropriations and Grants The Authority recognizes appropriations and grant revenue under the provisions of GASB Statement No. 33, Accounting and Financial Reporting for Nonexchange Transactions, whereby revenue is recognized when all applicable eligibility requirements, including time requirements, are met. Estimates In preparing the financial statements, management of the Authority is required to make estimates and assumptions that affect the reported amounts of assets and liabilities, and disclosures of contingent assets and liabilities as of the date of the Statement of Net Position. These estimates impact revenue and expenses for the period. Actual results could differ from those estimates. Recently Issued Accounting Pronouncements In December 2010, the GASB issued GASB Statement 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements (Statement 62). Statement 62 incorporated into the GASB’s authoritative literature certain accounting and financial reporting guidance that was previously contained elsewhere. Statement 62 also eliminated the election for enterprise funds and business-type activities to apply post-November 30, 1989 standards of accounting and financial reporting issued by the Financial Accounting Standards Board (FASB). However, enterprise funds and business-type activities can continue to apply FASBpronouncements that do not conflict with or contradict GASB pronouncements as other accounting literature. The Authority’s adoption of Statement 62 during the year ended June 30, 2013 did not have a significant impact on the Authority’s financial statements. In June 2011, the GASB issued GASB Statement 63, Financial Reporting of Deferred Outflows of Resources, Deferred Inflows of Resources, and Net Position (Statement 63). Statement 63 provided 14 (Continued) (3) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 financial reporting guidance for deferred outflows of resources and deferred inflows of resources, and amended the net asset reporting requirements to rename that measure as net position. The Authority’s adoption of Statement 63 during the year ended June 30, 2013 did not have a significant impact on the Authority’s financial statements, other than to retitle what was previously known as “Fund Equity” as “Net Position.” In March 2012, the GASB issued GASB Statement 65, /tems Previously Reported as Assets and Liabilities (Statement 65). Statement 65 establishes accounting and financial reporting standards that reclassify, as deferred outflows of resources or deferred inflows of resources, certain items that were previously reported as assets and liabilities and recognizes, as outflows of resources or inflows of resources, certain items that were previously reported as assets and liabilities. The new standard is effective for periods beginning after December 15, 2012. The Authority is currently evaluating the impact the adoption of Statement 65 will have on its financial statements. Cash and Investments Pursuant to various agreements, appropriations and statutory requirements relating to its operations, AEA has established accounts for assets restricted to construction, operation, and financing activities (as used throughout this footnote, Fund means a separate account established by the State legislature and does not refer to a separate group of self-balancing accounts as contemplated by U.S. generally accepted accounting principles). At June 30, 2013 and 2012, the Authority’s carrying amount of deposits (all of which were restricted or designated for specific purposes) was $134,269,000 and $116,244,000, respectively. The total of all bank balances on the same dates was $139,755,000 and $118,175,000, respectively. The restricted cash and cash equivalents and investments were held in trust accounts for the following activities as of June 30, 2013 and 2012 (stated in thousands): 2013 2012 Bradley Lake Hydroelectric Project $ 9,704 9,490 Trans-Alaska Pipeline (TAPL) Appropriation 6,855 9,481 Alaska Intertie Project 1,158 399 Total restricted cash and cash equivalents $ 17,717 19,370 Bradley Lake Hydroelectric Project $ 20,624 20,880 Total restricted investments $ 20,624 20,880 15 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 The designated cash and cash equivalents and investments were held in trust accounts for the following activities as of June 30, 2013 and 2012 (stated in thousands): 2013 2012 Renewable Energy Grant Program $ 29,733 46,316 Funds advanced from State and federal agencies 57,401 31721 Rural Energy and Energy Development Programs 73 211 Emerging Energy Technology Fund 782 _ Rural Energy Loan Funds 26,911 16,264 Power Development Fund 1,650 2,356 Power Cost Equalization Endowment Fund 2 6 Total designated cash and cash equivalents $ 116,552 96,874 Emerging Energy Technology Fund $ 4,800 4,800 Renewable Energy Grant Fund 50,795 44,588 Rural Energy Loan Funds 10,006 37,048 Power Cost Equalization Endowment Fund 840,213 751,775 Total designated investments $ 905,814 838.211 Investment Holdings Power Cost Equalization Endowment Fund, Renewable Energy Grant Fund and Emerging Energy Technology Fund — The Power Cost Equalization Endowment Fund (PCE Fund), created under Alaska Statute 42.45.070, the Renewable Energy Fund (RE Fund), created under Alaska Statute 42.45.045, and the Emerging Energy Technology Fund (EET Fund), created under AS 42.45.375, are under the fiduciary authority of the State Department of Revenue, Treasury Division (Treasury). State investments, including those managed by Treasury for the Authority, are managed in pools. PCE Fund assets are held in the State’s internally managed Short-term and Intermediate Fixed Income Pool and the Conservative Broad Market Pool (which consists solely of investments in the Broad Market and U.S. Treasury Fixed Income Pools), as well as the State’s externally managed Domestic Equity account and International Equity Pool. RE and EET Fund assets are held in the State’s internally managed General Fund and Other Non-Segregated Investments Pool (GeFONSI). The GeFONSI consists of investments in the State’s internally managed Short-term and Intermediate-term Fixed Income Pools. The complete financial activity of the funds is shown in the Comprehensive Annual Financial Report available from the Division of Finance in the State Department of Administration. Fixed income and international equity securities are valued each business day using prices obtained from a pricing service. The Domestic Equity account is valued each business day by the Trustee Committee in good faith and pursuant to procedures established by the Trustee. Securities expressed in terms of foreign currencies are translated into U.S. dollars at the prevailing exchange rates. 16 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 The accrual basis of accounting is used for investment income. Income in the other fixed income pools and the International Equity Pool is allocated to pool participants daily on a pro rata basis. Domestic equity income is distributed quarterly. At June 30, 2013, AEA had the following cash and investments in the PCE, RE, and EET Funds (stated in thousands): Investment type Commercial paper U.S. Treasury bonds U.S. Treasury bills U.S. Treasury notes U.S. Treasury strip U.S. government discount notes U.S. government agency Mortgage-backed Deposit Other asset-backed Municipal bonds Corporate bonds Yankee: Government Corporate Domestic equity International equity Total invested assets Pool related net liabilities Other pool ownership Net invested assets $ Cash Investments at fair value RE and EET PCE Fund Funds PCE Fund Short and Broad market intermediate- and U.S. Short-term terms and Treasuries fixed liquidity fixed fixed income pool income pools income pools Equity Total 386 1,132 —_— a= _— — — 4,283 _— 4.283 3.894 18,590 _— _ _ _ 17.990 60.130 —_— 60.130 — 148 895 _ 895 1 2 _— — _ _ 804 5,982 _ 5,982 20 594 66,426 _ 66.426 198 580 (2) cd (2) 3.946 12,255 6.921 — 6,921 > 19 _— _ _ 472 3.420 41,507 — 41,507 _— 97 1,987 _ 1,987 124 726 8.930 _— 8.930 _ _ _ 428.020 428,020 = — _— 211,837 211,837 9.046 56,357 197,059 639.857 836.916 (159) (762) (5,796) 208 (5,588) (8.885) _— 8.885 Sond 8.885 2 55.595 200,148 640.065 840.213 17 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 At June 30, 2012, AEA had the following cash and investments in the PCE, RE, and EET Funds (stated in thousands): Cash Investments at fair value RE and EET PCE Fund Funds PCE Fund Broad market Short and and U.S. Short-term intermediate- Treasuries fixed terms fixed fixed Investment type income pool income pools income pools Equity Total Commercial paper $ 948 827 314 — 314 U.S. Treasury bonds — a 13,439 _— 13,439 U.S. Treasury bills 14,715 17.742 2.764 — 2.764 U.S. Treasury notes a 14,457 52,017 _ 52,017 U.S. Treasury strip _ 13 — — _ U.S. government agency 333 1,335 9.618 _ 9,618 Mortgage-backed 236 1,005 84.149 _ 84,149 Deposit lll 96 _ _ — Other asset-backed 9.812 8,520 6,452 —_ 6.452 Corporate bonds 2,535 5.453 48,478 _ 48.478 Yankee: Government _ 132 5,112 — 5,112 Corporate 583 501 11.411 _— 11.411 Domestic equity = _ _ 348,086 348.086 International equity _ — a 159,036 159,036 Total invested assets 29,273 50.081 233,754 507,122 740.876 Pool related net liabilities (795) (693) (17,573) — (17,573) Other pool ownership (28.472) — 28,472 — 28,472 Net invested assets $ 6 49.388 244.653 507,122 751,775 Other AEA Cash and Investments — Bradley Lake Hydroelectric Project investments are substantially invested pursuant to investment agreements with JP Morgan Chase Bank that guarantees annual interest earnings of 7.38% or 7.41% per annum that end the earlier of July 1, 2021 or the date of repayment of the Bradley Lake Power Revenue Bonds, First Series. Under the Internal Revenue Code of 1986, as amended, certain earnings in excess of arbitrage yield on the Bradley Lake bonds must be rebated to the U.S. Treasury. The bulk of the Bradley Lake investments are subject to rebate computation. 18 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 All other AEA assets are managed by internal staff for liquidity and minimal risk. There is no AEA board approved investment policy, but staff follows AIDEA’s board approved investment policy for internally managed investments. The AEA managed portfolio consists of the following eligible securities: . Debt instruments issued or guaranteed by the U.S. government, its agencies and instrumentalities, and Government Sponsored Enterprises (GSEs); and ° Money market funds collateralized by U.S. Treasury and agency securities. At June 30, 2013 and 2012, the fair values of AEA’s cash and investments in its other funds (stated in thousands) were: Investment type 2013 2012 Deposits $ 116 827 Money market funds 134,151 115,412 U.S. Treasury notes 10,006 37,047 Investment agreements 20,624 20,880 Total invested assets $ 164,897 174,166 Interest Rate Risk — Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. Duration is a measure of interest rate risk. It measures a security’s sensitivity to a 100-basis point change in interest rates. Treasury uses industry—standard analytical software developed by The Yield Book Inc. to calculate effective duration. The software takes into account various possible future interest rates, historical and estimated prepayment rates, call options and other variable cash flows for purposes of the effective duration calculation. Duration for the AEA managed investments are as reported on Bloomberg. Short-Term Fixed Income Pool — As a means of limiting its exposure to fair value losses arising from increasing interest rates, Treasury’s investment policy limits individual fixed rate securities to fourteen months to maturity or fourteen months expected average life upon purchase. Floating rate securities are limited to three years to maturity or three years expected average life upon purchase. Treasury utilizes the actual maturity date for commercial paper and twelve-month prepay speeds for other securities. At both June 30, 2013 and 2012, the expected average life of individual fixed rate securities ranged from three days to 34 years and the expected average life of floating rate securities ranged from 14 days to 22 years. Short-Term Liquidity Fixed Income Pool — Treasury’s investment policy limits individual fixed rate securities to six months to maturity. These constraints apply to trade date, except for securities bought at new issue, for which settlement date applies. At June 30, 2013, the expected average life of fixed rate securities ranges from 46 to 67 days. 19 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Intermediate-Term Fixed Income Pool — Through its investment policy, Treasury manages its exposure to fair value losses arising from increasing interest rates by limiting effective duration of the Intermediate-term Fixed Income Pool to + 20% of the Barclays 1-3 year Government Bond Index. The effective duration for the Barclays 1-3 year Government Bond Index was 1.87 years at June 30, 2013 and 2.66 years at June 30, 2012. Broad Market and U.S. Treasury Fixed Income Pools — Through its investment policy, Treasury manages its exposure to fair value losses arising from increasing interest rates by limiting the effective duration of its other fixed income pool portfolios to the following: Broad Market Fixed Income Pool: + 20% of the Barclay’s Capital U.S. Aggregate Bond Index. The effective duration of the Index at June 30, 2013 was 5.49 years. The effective duration of the Index at June 30, 2012 was 5.07 years. AEA Internally Managed Investments — There is no written policy for interest rate risk for AEA’s internally managed investments, but AIDEA’s policy is followed. The duration for investments is 2 years or less. The maximum maturity of any issue is 3 years from the date of purchase. Treasury has no policy with regard to interest rate risk for the money market balance held in the International Equity Pool. 20 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 At June 30, 2013 and 2012, the effective duration by investment type (not including the investment agreements) was as follows: Managed by Treasury U.S. Treasury notes U.S. Treasury strip U.S. Treasury bills U.S. Treasury bonds U.S. government agency Mortgage-backed Other asset-backed Municipal bonds Corporate bonds Yankees: Government Corporate Portfolio effective duration U.S. Treasury notes U.S. Treasury strip U.S. Treasury bills U.S. Treasury bonds U.S. government agency Mortgage-backed Other asset-backed Corporate bonds Yankees: Government Corporate Portfolio effective duration Money market U.S. Treasury notes Portfolio effective duration Intermediate- Broad term market fixed income fixed income pool pool 2013 2.04 5.10 4.43 4.89 0.11 —_ — 19.69 1.70 8.23 1.45 4.13 0.59 1.37 4.41 — 2.42 731 2.06 5.17 1.85 3.99 1.77 5.23 2012 2.78 5.23 5.26 _ 0.30 0.43 — 15.53 1.24 5.40 1.28 1.70 2.43 1.89 1.62 6.93 1.72 7.30 2.63 4.20 2.23 4.28 2013 Managed by AEA 2012 0.11 0.11 1.41 0.78 0.20 0.27 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Credit Risk — Credit risk is the financial risk that an issuer or other counter party to an investment will not fulfill its obligations. Treasury’s investment policy has the following limitations with regard to credit risk: Short-Term Fixed Income Pool — Short-term Fixed Income Pool investments are limited to instruments with a long-term credit rating of at least A3 or equivalent and instruments with a short-term credit rating of at least P-1 or equivalent. Commercial paper must be rated at least P-1 by Moody’s and A-1 by Standards and Poor’s. Asset-backed and Nonagency mortgage securities must be rated A3 or equivalent. The A3 rating is defined as the median rating of the following three rating agencies: Standard & Poor’s Corporation, Moody’s and Fitch. Asset-backed and Nonagency mortgage securities may be purchased only if they are rated AAA. Short-Term Liquidity Pool — Short-term Liquidity Pool investments are limited to U.S. Treasury obligations or other U.S. Government securities issued in full faith or guaranteed by agencies and instrumentalities of the U.S.Government, obligations of foreign governments, sovereign states, supranational entities, and their instrumentalities denominated in U.S. dollars, and the State’s internally managed Short-Term Fixed Income Pool. Intermediate-Term and Broad Market Fixed Income Pools — \ntermediate-term and Broad Market Fixed Income Pool investments are limited to securities with a long-term credit rating of at least Baa3 or equivalent and securities with a short-term credit rating of at least P-1 or equivalent. Asset-backed and Nonagency mortgage securities must be rated investment grade. The investment grade rating is defined as the median rating of the following three rating agencies: Standard & Poor’s Corporation, Moody’s and Fitch. Asset-backed and Nonagency mortgage securities may be purchased if only rated by one of these agencies if they are rated AAA. There is no written policy with regard to credit risk for investments managed by AEA. Since AEA only invests in highly rated money markets and U.S. government and agency securities and GSEs, credit risk is minimal. The Bradley Lake Hydroelectric Project investments are substantially invested in guaranteed interest accounts collateralized by federal obligations, which minimize credit risk. tN tr (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 At June 30, 2013, the Pools managed by Treasury and the investments managed by AEA consisted of investments with credit quality ratings issued by nationally recognized statistical rating organizations as follows (using Standard & Poor’s Corporation rating scale). Short-term Short-term Intermediate- | Broad market fixed liquidity fixed term fixed fixed AEA Investment type Rating income pool income pool income pool income pool managed Money market AAA —% —% —% —% 81% Commercial paper Not Rated 4 _ _— _— _— U.S. Treasury notes AA - _ 70 30 6 U.S. Treasury bills AA 44 100 vi — _ Treasury strips AA _ — 1 1 _— U.S. Treasury bond AA _ _— _ 2) _ U.S. government agency AA _ — 3) 1 _ U.S. government agency not rated a = — 2 — Mortgage-backed AAA = — 1 3 — Mortgage-backed AA _ — 1 28 _ Mortgage-backed Not Rated _ = _ 2 _ Other asset-backed AAA 40 _ 2 2 _ Other asset-backed AA 1 _ —= 1 _ Other asset-backed Not Rated 4 _ 1 1 _ Other pool ownership Not Rated _— _ 6 4 _ Corporate bonds AAA = a — 1 — Corporate bonds AA 2) - z 5) — Corporate bonds A 3) _ 5 12 _ Corporate bonds BBB — — 1 5 — Yankees — government AA = a = 1 — Yankees — corporate AAA = _ —_ 1 _ Yankees — corporate AA 1 — 1 1 _ Yankees — corporate A 1 — _ 1 _ Yankees — corporate BBB _ _ _— 1 — No credit exposure (2) = qd) (3) ad Investment agreements Not Rated — = _ _ 13 Deposits 2) — —_— a _ 100% 100% 100% 100% 100% 23 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 At June 30, 2012, the Pools managed by Treasury and the investments managed by AEA consisted of investments with credit quality ratings issued by nationally recognized statistical rating organizations as follows (using Standard & Poor’s Corporation rating scale). Short-term Intermediate- Broad market fixed term fixed fixed AEA Investment type Rating income pool income pool income pool managed Money market AAA —% —% —% 67% Commercial paper Not Rated 3 — — _ U.S. Treasury notes AA — 65 20 21 U.S. Treasury bills AA 52 8 1 _ U.S. Treasury bond AA — _ 5 — U.S. government agency AA 1 5 1 _— Mortgage-backed AAA _— 2 3 _ Mortgage-backed AA — 1 27 _— Mortgage-backed A — _ 1 —~ Mortgage-backed Not Rated _ 1 3 _ Other asset-backed AAA 26 _— 2 —- Other asset-backed AA 2 _— — _ Other asset-backed Not Rated 6 _ _ _ Other pool ownership Not Rated — 2) i Corporate bonds AAA — 1 1 _ Corporate bonds AA 5 8 3 _ Corporate bonds A 4 3 10 _ Corporate bonds BBB — 1 5 _— Yankees — government AA _ 1 _— _ Yankees — government Not Rated — — 3 — Yankees — government AAA — 1 1 _— Yankees — corporate AA 2 1 1 _ Yankees — corporate A 1 _ 1 _ Yankees — corporate BBB — — 1 — No credit exposure (2) — — — Investment agreements Not Rated — _ — 12 100% 00% 00% = 10% Custodial Credit Risk — Custodial credit risk is the risk that deposits may not be returned in the event of a bank failure. Treasury’s policy with regard to custodial credit risk is to collateralize State deposits to the extent possible. At June 30, 2013, AEA’s deposits managed by Treasury were uncollateralized and uninsured. With respect to AEA managed investments, amounts totaling approximately $124,447,000 at June 30, 2013 and $105,921,000 at June 30, 2012, are held in money market funds not registered in AEA’s name. The investment agreements are collateralized. All other investment securities are registered in AEA’s name and are held by its custodian, the trust department of a commercial bank; therefore, no custodial risk exists for these securities. 24 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Foreign Currency Risk — The Commissioner of Revenue formally adopts asset allocation policies for AEA’s PCE Fund at the beginning of each fiscal year, which places policy limitations on the amount of international securities the PCE Fund is allowed to hold. The following policy was in place during fiscal years 2013 and 2012, and invested assets included the following holdings at June 30, 2013 and 2012, for the PCE Fund’s investment in the International Equity Pool: Policy Actual FY13 26%+5% 25.24% FY12 23%+t5% 21.15% At June 30, 2013 and 2012, AEA’s PCE Fund had exposure to foreign currency risk as follows (stated in thousands): Currency 2013 2012 Deposits: Euro Currency $ _ 24 Japanese Yen 4 42 64 Investment — international equity: Australian Dollar 1,580 3,645 Canadian Dollar 2,344 1,334 Danish Krone 649 616 Euro Currency 18,291 16,872 Japanese Yen 12,996 8,575 New Zealand Dollar 447 484 Norwegian Krone 733 _— Pound Sterling 16,426 14,562 Swedish Krona 3,708 2,208 Swiss Franc 4,082 2,024 61,256 50,320 Total $ 61,298 50,384 Concentration of Credit Risk — Treasury’s policy with regard to concentration of credit risk is to prohibit the purchase of more than five percent of a pool’s holdings in corporate bonds of any one company or affiliated group. However, such prohibition does not apply to securities backed by the full faith and credit of the U.S. government. Federal National Mortgage Association securities are not classified as corporate bonds. AEA has no written policy with respect to concentration of credit risk for its other investments. At June 30, 2013 and 2012, AEA did not have more than five percent of its investments in any one company or affiliated group. 25 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 (4) Capital Assets Capital asset activity for the years ended June 30, 2013 and 2012 was as follows (stated in thousands): Balance at Balance at July 1, 2012 Additions Deletions June 30, 2013 Capital assets not being depreciated: Land and Right of Ways $ 11,212 — — 11,212 Construction in progress: Intangibles 11,532 48,580 — 60,112 Other 2,195 3,518 (1,733) 3,980 Total capital assets not being depreciated 24,939 52,098 (1,733) 75,304 Depreciable capital assets: Infrastructure 431,116 2,650 — 433,766 Equipment 5,371 24 = 53395) Total depreciable capital assets 436,487 2,674 = 439.161 Less accumulated depreciation: Infrastructure (226,874) (11,722 a (238,596) Equipment (5,242) (64) — (5,306) Total accumulated depreciation (232,116) (11,786) a (243,902) Capital assets, net $ 229,310 42,986 (5735) 270,563 (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements Capital assets not being depreciated: Land and Right of Ways Construction in progress: Intangibles Other Total capital assets not being depreciated Depreciable capital assets: Infrastructure Equipment Total depreciable capital assets Less accumulated depreciation: Infrastructure Equipment Total accumulated depreciation Capital assets, net June 30, 2013 and 2012 Balance at Balance at July 1, 2011 Additions Deletions June 30, 2012 11,212 _ — 11212 — 11,532 -— 11,532 4,443 1,479 (3,727) 2,195 15,655 13,011 (3,727) 24,939 428,860 2,256 — 431,116 5,297 74 — 5,371 434,157 2,330 — 436,487 (217,219) (9,655) _— (226,874) (5,155) (87) = (5,242) (222,374) (9,742) — (232,116) 227,438 5,599 (3,727) 229,310 On August 19, 2011, AEA conveyed the Napakiak Intertie assets to the Napakiak Irecinraq Power Corporation pursuant to the federal grant agreement that provided funding for the project. The book value of the transferred assets was $3,131,000. (Continued) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 (5) Long-Term Debt Long-term debt activity for the years ended June 30, 2013 and 2012 was as follows (stated in thousands): Balance Balance at July 1, at June 30, Due within 2012 Additions Deletions 2013 one year Bradley Lake Power Revenue Bonds: First Series (a) $ 100 _ _— 100 _ Refunding, Third Series (a) 29,870 — (4,280) 25,590 4,540 Refunding, Fourth Series (a) 34,300 — (2,600) 31,700 2.760 Refunding, Sixth Series (a) (b) 28.800 a — 28.800 = Total bonds payable 93,070 _ (6,880) 86,190 7,300 Arbitrage interest payable (c) 813 328 _ 1.141 657 Bond discount and deferred interest 1.417 = (190) 1,227 = $ 95,300 328 (7,070) 88,558 7,957 Balance Balance at July 1, at June 30, Due within 2011 Additions Deletions 2012 one year Bradley Lake Power Revenue Bonds: First Series (a) $ 100 —_— — 100 — Refunding, Third Series (a) 33,910 — (4,040) 29,870 4,280 Refunding, Fourth Series (a) 36,755 —_— (2,455) 34,300 2.600 Refunding, Sixth Series (a) (b) 28.800 —_— _ 28,800 = Total bonds payable 99,565 —_— (6,495) 93,070 6,880 Arbitrage interest payable (c) 494 319 _ 813 _ Bond discount and deferred interest 1,606 — (189) 1.417 — $ 101.665 319 (6,684) 95,300 6,880 (a) AEA issued the Power Revenue Bonds, First and Second Series (Bradley Lake Bonds), in September 1989 and August 1990, respectively, for the long term financing of the construction costs of the Bradley Lake Hydroelectric Project and refunded AEA’s Variable Rate Demand Bonds which were issued in November 1985 to provide interim financing of the project. AEA issued the Power Revenue Refunding Bonds, Third and Fifth Series in April 1999 to refund a portion of the First 28 (Continued) (b) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 Series Bonds and to provide costs of issuance. AEA issued the Power Revenue Refunding Bonds, Fourth Series in April 2000 to refund a portion of the Second Series Bonds and to provide costs of issuance. All of the revenues derived by AEA from the operation of the project and all moneys, securities and funds (except the excess investment earnings fund), including a capital reserve fund, held or set aside are pledged and assigned to secure the payment of principal, redemption premium, if any, and interest on the bonds. No other revenues of AEA are pledged as security for the payment of the bonds. AEA has covenanted to notify the State Legislature of any failure to maintain the capital reserve fund at its required level. The bonds, except for the Sixth Series, are further secured by bond insurance. AEA collects from each power purchaser a percentage share of annual project costs. The outstanding Bradley Lake bonds mature annually each July | through the year 2021 with interest rates ranging from 2.5% to 6.25%. In July 2010, the Authority issued $28,800,000 of Power Revenue Refunding Bonds, Sixth Series, to refund and defease $30,640,000 aggregate outstanding principal amount of the Authority’s Power Revenue Refunding Bonds, Fifth Series, and to pay costs of issuing the bonds. The refunding resulted in aggregate debt service payments over the next eleven years of approximately $3,316,000 less than the debt service payments which would have been due on the refunded bonds. There was an economic gain of approximately $2,350,000 which is calculated as the net difference between the present value of the old debt service requirements and the present value of the new debt service requirements, discounted at the effective interest rate and adjusted for additional cash paid. The refunded bonds were called on August 2, 2010. The arbitrage interest payable is due to the U.S. Treasury for the excess of investment income on the proceeds of each series of AEA’s tax exempt Bradley Lake bonds over the related interest expense computed in accordance with Section 148 of the Internal Revenue Code of 1986, as amended. The accumulated arbitrage interest payable amount is computed each year, and the amount for each series is first due after the end of the fifth bond year and every five years thereafter. AEA maintains a separate account for each series with the trustee and each year sets aside a sufficient amount to satisfy the liability. The minimum payments related to all bonds for the years subsequent to June 30, 2013 are as follows (stated in thousands): Principal Interest Total Year ending June 30: 2014 $ 7,300 4,589 11,889 2015 7,735 4,138 11,873 2016 8,570 3,655 12,225 2017 9,090 3,138 12,228 2018 9,555 2,590 12,145 2019 — 2021 43,940 4,695 48,635 $ 86,190 22,805 108,995 29 (Continued) (6) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 In addition, the Authority has participated in the following debt agreements: Other Debt — In 1982, AEA assumed $44,859,000 of 5% mortgage notes payable, which requires quarterly principal and interest payments to the Rural Utilities Service (RUS) in connection with the Solomon Gulch Hydroelectric Project. Concurrent with the assumption, AEA deposited with a trustee Treasury notes sufficient to satisfy and provide for timely repayment of all principal and interest due on the assumed RUS loans. Accordingly, the loans and related trust assets are not included in the financial statements of AEA. At June 30, 2013, the unpaid principal balance of the notes was $4,106,000 and the trust assets had a fair value of $4,409,000. Conduit Financing — City and Borough of Sitka — Utility Revenue Refunding Bonds, Series 1997 and Utility Revenue Bonds, Series 1992 — In May 1992, AEA issued $56,890,000 of tax-exempt bonds that allowed the City and Borough of Sitka (Sitka) to refinance its 1979 municipal bonds, resulting in significant debt service savings to Sitka. In November 1997, AEA issued $22,080,000 of tax— exempt bonds to advance refund and defease $20,145,000 of the Series 1992 bonds (collectively with the Series 1992 bonds, the Sitka Bonds). The Sitka Bonds are not included in these financial statements. In December 2010, the Alaska Municipal Bond Bank issued bonds, the proceeds of which were used to refund and defease the Sitka Bonds. The Series 1992 bonds were defeased and $8,200,000 remain outstanding at June 30, 2013. The Series 1997 bonds were called and redeemed in January 2011. Loans Receivable The Authority administered the Power Project Loan Program, the Rural Electrification Revolving Loan Program, and the Bulk Fuel Revolving Loan Program. Loans outstanding at June 30, 2013 and 2012 are classified as follows (dollar amounts stated in thousands): 2013 2012 No. of loans Amount No. of loans Amount Power Project Loan Program 6 $ 4,980 5 $ 2,309 Rural Electrification Revolving Loan Program 2 427 2 483 Bulk Fuel Revolving Loan Program = —_— 22 3,228 8 5,407 29 6,020 Less allowance for loan losses (162) (181) $ 5,245 $ 5.839 Loans more than 90 days past due are not included in the accrual of interest. At June 30, 2013, and 2012, there were no loans more than 90 days past due. 30 (Continued) (7) (8) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 An analysis of changes in the allowance for loan losses for the years ended June 30, 2013 and 2012 follows (stated in thousands): 2013 2012 Balance at beginning of year $ 181 93 Loan transfer — Bulk Fuel Loans (205) Provision for loan loss 186 88 Balance at end of year $ 162 181 The Authority sold to AIDEA Power Project Fund loans September 30, 2010. Under the agreement, upon AIDEA’s request, AEA is required to repurchase any loan upon a payment default. On June 30, 2013, the outstanding principal balance of the loans sold was $19,463,100, for which AEA has recognized an estimated liability for potential repurchase of $584,000. Risk Management AEA is exposed to various risks of loss and obtains coverage for its risks through the purchase of commercial insurance and participation in the State Risk Management Pool. Related Parties (a) Alaska Industrial Development and Export Authority (b) Pursuant to understandings and agreements between AIDEA and AEA, AIDEA provides administrative, treasury, personnel, data processing, communications, and other services to AEA. During 2013 and 2012, AEA paid the following for services (amounts stated in thousands): 2013 2012 Expensed services $ 6,295 6,298 Capitalized services 1,498 657 $ (AES 6,955 AEA has a borrowing arrangement with AIDEA to provide working capital funds. At June 30, 2013 and 2012, AEA had $3,538,000 and $5,128,000, respectively, payable to AIDEA for services and borrowings. Alaska Intertie Management Committee AEA is party to agreement with utilities using the Alaska Intertie for wheeling of electrical power. Pursuant to the Intertie Agreement, the IMC was established to manage the system. The IMC is comprised of a representative from AEA and each of the utilities. AEA is reimbursed for operation and maintenance costs on a monthly basis with an annual settlement to adjust the payments to actual costs. AEA received $37.400 and $46,000 for fiscal year 2013 and 2012, respectively for administrative services. 31 (Continued) (9) ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Notes to Basic Financial Statements June 30, 2013 and 2012 (c) Bradley Lake Project Management Committee Effective December 7, 1987, AEA entered into a power sales agreement with entities purchasing electric power produced by the Bradley Lake Hydroelectric Project. Pursuant to the agreement, a Project Management Committee (PMC) was formed. The PMC is comprised of a representative from AEA and each of the power purchasers. The participating power purchasers make monthly payments directly to the bond trustee based on their respective percentage share of the estimated annual project costs, including debt service and an annual administrative fee of $200,000 to AEA. Commitments and Contingencies In the normal course of business, AEA also has various commitments, such as commitments for the extension of credit and award of grants. At June 30, 2013 and 2012, AEA had open loan commitments of $1,374,000 and $9,819,000, respectively. The primary cause for the decrease of loan commitments is due to the transfer of the Bulk Fuel Loan Fund to the State. At June 30, 2013 and 2012, AEA had committed to grant awards to be funded by State appropriations and federal awards; the amounts committed were $135,964,000 and $101,786,000, respectively. 32 Balance at July 1, 2012 Interest received Bond principal paid Bond interest paid Operating budget surplus paid Construction expenditures Operating revenue received Operating expenses paid Transfers between funds Balance at June 30, 2013 $ Schedule of Bradley Lake Hydroelectric Project Trust Account Activities ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Year ended June 30, 2013 (Stated in thousands) Schedule 1 Excess Capital Renewal and investment Operating Debt service reserve contingency earnings Revenue Operating reserve fund fund reserve fund fund fund fund account Total 9.490 12,779 4,671 504 911 1,176 840 30,371 345 815 373 28 279 67 58 1,965 (6,880) — — — amd a _ (6,880) (5,014) a oo a = — _— (5,014) _ _ (774) _ (795) _ _ (1,569) — = (1,179) = (753) — _ (1,932) — _ _ _ 17,208 _ _ 17,208 = — a — 654 (4,475) = (3,821) 11,763 (815) 1,537 297 (17,348) 4,542 24 — 9,704 12,779 4,628 829 156 1,310 922 30,328 See accompanying independent auditors’ report. 33 Assets Current assets: Grants receivable Loans receivable Operating revenue receivable Due (to) from State of Alaska Accrued interest receivable Total current assets Noncurrent assets: Restricted cash and cash equivalents Cash and cash equivalents designated for specific purposes Restricted investments Investments designated for specific purposes Loans receivable, net of allowance Capital assets, net of accumulated depreciation Total noncurrent assets Total assets Liabilities and Net Position Current liabilities: Due (from) to State of Alaska Accounts payable Bonds payable — current portion Arbitrage interest payable — current portion Accrued interest payable Total current liabilities Noncurrent liabilities Bonds payable — noncurrent portion, net Arbitrage interest payable — noncurrent portion Other liabilities Total noncurrent liabilities Total liabilities Net position: Invested in capital assets, net of related debt Restricted for debt service Restricted by agreements with external parties Unrestricted Total net position Total liabilities and net position See accompanying independent auditors’ report ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Schedule of Projects and Programs~Statement of Net Position June 30, 2013 (Stated in thousands) Administration Rural Energy Schedule 2 Bradley Lake Alaska Susitna-Watana Rural and Power and Energy Hydroelectric Intertie Hydroelectric Energy Development Development Combined Project Project Project Projects Fund Programs balance $ ae = = aad 2,465 2,465 _— - = _ — 92 92 401 21 _ 1,251 1,673 a mt 10,455 10,455 Lol4 a = = 30 1,044 1,014 401 21 = — 14,293 15,729 9,704 1,158 = 6,855 17,717 - _ — 59,032 57,520 116,552 20,624 _ _ _ 20,624 _ rn oa _ _ 905,814 905,814 _— _ — 5,153 5,153 177,968 36,343 56,252 = = 270,563 208,296 37,501 56,252 59,032 975,342 1,336,423 $ 209,310 37,902 56,273 59,032 989,635 1,352,152 $ (126) (613) (10,949) 57,426 (7,915) 37,823 3,189 2,157 10,970 225 (566) 25,558 41,533 7,300 —_ _ - — 7,300 657 = — — 657 2,404 7 = i = 2.404 13,424 1,544 21 225 56,860. 17,643 89,717, 80,117 — — - = 80,117 484 = — a — 484 103 = = = = 584 687 80,704 = a = = 584 81,288 94,128 1,544 21 225 56,860. 18,227 171,005 90,552 36,342 56,252 _ — 183,146 20,908 — — — — : 20,908 3,722 16 _ - 6,725 10,463 = — (225) 2,172 964,683 966,630, 115,182 36,358 16,252 (225) 2,172 971,408 1,181,147 $ 209,310 37,902 56,273 — 59,032 989.635 1,352,152 34 Operating revenues: State of Alaska appropriations Revenue from operating plants Federal grants Revenue from state agencies Interest on loans Total operating revenues Operating expenses: Grants and projects Power cost equalization grants Depreciation General and administrative Interest expense Plant operating Provision for loan loss Total operating expenses Operating income (loss) Nonoperating: Investment income, net State of Alaska contributions/appropriations, net of transfers out Decrease in contingent liability on sold loans Increase in net position Net position — beginning Net position — ending See accompanying independent auditors’ report. ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Schedule of Projects and Programs — Revenues, Expenses, and Changes in Net Position Year ended June 30, 2013 (Stated in thousands) Schedule 3 Administration Rural Energy Bradley Lake Alaska Susitna-Watana Rural and Power and Energy Hydroelectric Intertie Hydroelectric Energy Development Development Combined Project Project Project Projects Fund Programs balance $ — — = ae = 74,260 74,260 16,176 749 aa 12 a — 16,937 — oad == _ _ 6,077 6,077 = _— = _— _ 4,892 4,892 = = = = = 277 277 16,176 749 — 12 — 85,506 102,443 _— I _— _ — 99.623 99,634 a a aa _ _ 40,100 40,100 7,598 4,188 _ _ _— cs 11,786 (226) 52 —_ — — 5,465 5,291 4,618 _ _ — _ _ 4,618 3,677 686 — at _— — 4,363 — a — a a 186 186 15,667 4.937 — = = 145,374, 165,978 509 (4,188) aa 12 _ (59,868) (63,535) = = = ame 111,800 113,415 2,961 46,097 — _ 10,000 60.603 = = om = = 36 36 3,669 (1,227) 46,097 12 — 61,968 110,519 111,513 37,585 10,155 (237) 2,172 909.440 1,070,628 $ 115,182 36,358 56,252 (225) 2,172 971,408 1,181,147 35 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Schedule of Capital Assets presented under FERC June 30, 2013 and 2012 (Stated in thousands) Schedule 4 Balance at Balance at July 1, 2012 Additions Deletions June 30, 2013 Capital assets: Intangible $ 14 _ _ 14 Production 267,040 50,054 _— 317,094 Transmission 188,570 120 _— 188,690 General 5,802 2,865 — 8,667 Total capital assets 461,426 53,039 _— 514,465 Less accumulated depreciation: Intangible (5) —_ _ (5) Production (105,312) (5,932) — (111,244) Transmission (121,556) (5,788) — (127,344) General (5,243) (66) —- (5,309) Total accumulated depreciation (232,116) (11,786) _— (243,902) Capital assets, net $ 229,310 41,253 — 270,563 Balance at Balance at July 1, 2011 Additions Deletions June 30, 2012 Capital assets: Intangible $ 14 — — 14 Production 254,011 13,029 — 267,040 Transmission 189,465 2,236 (3,131) 188,570 General 6,322 76 (596) 5,802 Total capital assets 449,812 15,341 (3,727) 461,426 Less accumulated depreciation: Intangible (4) (1) — (5) Production (100,008) (5,304) _— (105,312) Transmission (117,206) (4,350) —- (121,556) General (5,156) (87) — (5,243) Total accumulated depreciation (222,374) (9,742) — (232,116) Capital assets, net $ 227.438 5,599 (3,727) 229,310 See accompanying independent auditors’ report. Schedule 5 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Supplementary Organization and Project Information June 30, 2013 and 2012 Organization and Operations Throughout the 1980’s, AEA worked to develop the state’s energy resources as a key element in diversifying Alaska’s economy. A number of large-scale projects were constructed; four of those projects were sold in 2002 and one was transferred to the City of Larsen Bay in the fall of 2010. The Bradley Lake Hydroelectric project together with the Alaska Intertie help provide Interior Alaska with cheaper energy available in the Southcentral portion of the state. Pursuant to statute, on August 12, 1993, the board of the AIDEA, a public corporation and a political subdivision of the State, became the board of directors of AEA. AEA continues to exist as a separate legal entity. The corporate structure and operating assets of AEA were retained but the ability to have employees, and construct or acquire energy projects was eliminated. Among other things, AIDEA provides personnel services for AEA. The AEA executive director is an employee of AIDEA, but is separate and independent and is not subject to supervision by AIDEA’s executive director. There is no commingling of funds, assets or liabilities between AIDEA and AEA, and there is no responsibility of one for the debts or the obligations of the other. Consequently, the accounts of AIDEA are not included in the accompanying financial statements. The 1993 legislation required AEA, to the maximum extent feasible, to enter contracts with public utilities and other entities to carry out AEA duties respecting the ongoing operation and maintenance of the AEA owned operating assets; this has occurred with oversight responsibility retained by AEA. Pursuant to legislation effective July 1, 1999, rural energy programs previously administered by the former Department of Community and Regional Affairs, Division of Energy, were transferred to AEA for administration, as part of a larger reorganization of state agencies. These rural energy programs were originally part of AEA prior to the reorganization that occurred in 1993. During fiscal year 2009, legislation added energy development programs to AEA. Effective July 14, 2011, the legislature empowered AEA to acquire, construct, own, and operate a hydroelectric project located on the Susitna River. Under this legislative authorization, AEA is working on planning, design, and licensing of the Susitna-Watana Hydroelectric Project. Bradley Lake Hydroelectric Project The project has 120 MW of installed capacity and transmits its power to the State’s main power grid via two parallel 20—mile transmission lines. The project, which cost in excess of $300 million, went into commercial operation in 1991. The project is now operated by Homer Electric Association under contract with AEA. Bradley Lake serves Alaska’s Railbelt from the Kenai Peninsula to Fairbanks as well as the Delta Junction area. The Authority is in the process of amending the FERC license by adding a new Battle Creek diversion project. This project will divert the West Fork Upper Battle Creek into Bradley Lake. The annual energy increase to Bradley Lake Hydroelectric Project would be about 36,000 — 42,000 Mwh. The addition includes construction of four miles of road, a concrete diversion dam and a two mile canal to convey the water to Bradley Lake. An engineering cost estimate at the 80% level in December 2012 was $52.3 million. The license amendment is likely to be received in 2014. Construction is expected to be completed in the fall of 2016. 37 (Continued) Schedule 5 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Supplementary Organization and Project Information June 30, 2013 and 2012 Alaska Intertie Project The Alaska Intertie is a 170-mile transmission line, designed for 345 kilovolts and is operating at 138 kilovolts. It runs between Willow and Healy, and interconnects the power systems in the Anchorage and Fairbanks areas. The Intertie reduces the number of black/brownouts throughout the system by enabling power to move either north or south when major system disturbances occur. The Alaska Intertie allows GVEA in Fairbanks to purchase lower cost electricity produced by Chugach Electric Association (CEA) and the Municipality of Anchorage, d/b/a ML&P. It also allows Southcentral Alaska utilities to purchase power from Fairbanks during power shortages. AEA contracts with the above Participating Utilities for operations and maintenance. The IMC and AEA under the Alaska Intertie Agreement (Agreement) oversee an amended and restated Intertie Agreement executed on November 18, 2011. The Agreement improves the reliability of the interconnected electrical systems, outlines how transfer of electrical capacity and energy among the participants will be done, and establishes the IMC. The IMC’s primary responsibility is to provide governance, control, operation, maintenance, repair and improvement of the Intertie. The IMC is comprised of a representative from AEA and each of the Participating Utilities. Effective July 1, 2002, the State appropriated $20,300,000 to AEA to upgrade and extend a portion of the Alaska Intertie. In August 2007, AEA issued a contract to ML&P for $19,500,000 for the upgrade: the work began in September 2007. Effective July 1, 2008, the State re-appropriated $10,000,000 of the original funds for certain specific capital repairs on the Intertie. As a result, AEA amended the existing contract with ML&P to reduce scope of work regarding extending a portion of the Intertie, and entered into a separate $10,000,000 contract on August 26, 2010 with ML&P to repair static VAR compensators (SVC) and a tower foundation. Effective July 1, 2011, the State appropriated an additional $5,000,000 for substation upgrades and tower repairs related to the Alaska Intertie. Tower foundation repairs are now completed. A contract has been let to a contractor for design and construction of a new SVC. The estimated completion date of the SVC contract is December 31, 2013. AEA continues to work with the Railbelt Utilities on the logical extension destination of the Alaska Intertie. Susitna-Watana Hydroelectric Project The Alaska Legislature appropriated $10 million to AEA effective July 1, 2010 for the preliminary planning and conceptual design for a large hydroelectric project to be built in the Railbelt Region. A number of hydroelectric generation alternatives were studied and AEA issued a Preliminary Decision Document selecting what is now known as the Susitna-Watana Hydroelectric Project as the primary large hydroelectric project for the State to pursue. The Alaska Legislature unanimously passed and the Governor signed Senate Bill 42 effective July 14, 2011, which authorized the Authority to acquire a Susitna River power project. Senate Bill 46 appropriated $65.7 million, effective July 1, 2011, to plan, design, and obtain permit of the project. With Senate Bill 18, effective April 14, 2013, an additional $95.2 million was appropriated to the project. On December 29, 2011, 38 (Continued) Schedule 5 ALASKA ENERGY AUTHORITY (A Component Unit of the State of Alaska) Supplementary Organization and Project Information June 30, 2013 and 2012 AEA filed Notice of Intent and Pre-Application Document with the Federal Energy Regulatory Commission (FERC) to begin the licensing process for the project. AEA is actively engaged in this FERC process. The FERC has approved all 58 environmental study plans and AEA works with the Alaska Department of Fish and Game in conducting these studies. The proposed Susitna-Watana Hydroelectric Project would be located approximately half-way between Anchorage and Fairbanks on the upper Susitna River. The Susitna-Watana dam would be located within a steep-sided valley of the Susitna River below Watana Creek at River Mile 184 above the mouth approximately 32 miles upstream of the Devil’s Canyon rapids. As currently envisioned, the project would include a single dam with a height providing nominal crest elevation at 2,100 feet mean sea level with a 23,546 acre, 42.5-mile long reservoir with an average width of one to two miles. The type and final height of the dam constructions are still being evaluated as part of the engineering feasibility studies. Preliminary studies indicated the surface powerhouse should have an installed capacity of 600 MW. The powerhouse, dam and related facilities would be linked by transmission lines connecting the project to the Alaska Intertie. The project would produce about 50% of the Railbelt’s electrical demand, or an annual average of 2,800,000 mwh. See accompanying independent auditors’ report. Nets b F/S - Valvaton by Asse break oof by prjet the te in necee awhyer jn T/S , FOr exay re ID Millay im Net & how reflected /pe as axon vel veate YS: | «,