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HomeMy WebLinkAboutBPMC- Jan. 19, 2018 - Cancelled7A BPMC January 19,2018 Battle Creek Update Events: e Battle Creek financing closed December 26". e Interest was 4.24%prior to the tax subsidy.After subsidy the first two bonds will be approximately 1.3%. e Orion Marine Group received a Notice of Intent to Award December 28". e Orion has provided proof of bonds &insurance e AEA is working with the utilities on a FY18 budget that covers items that cannot be paid out of the financing. Schedule: AEA will be setting up a meeting with Orion later in January. We anticipate the contractor will want to mobilize &setup camp during April. qBr Battle Creek Construction Budget Entry Page -AP &Other FY 2018 Budget Note:these are administrative costs and cannot be charged to the construction financing Dept |FERC ies AP Detail Description esTotal Cost Ml AEA |332 -Reservoirs,dams,and waterways Bond Arbitrage Fee S 2,000.00 AEA |332 -Reservoirs,dams,and waterways Trust &Account Fee $3,500.00 AEA {332 -Reservoirs,dams,and waterways Legal S 15,000.00 AEA |332-Reservoirs,dams,and waterways Archive bid documents S 500.00 AEA |332-Reservoirs,dams,and waterways AEA Administrative Fee S 22,000.00 AEA AEA AEA AEA AEA AEA $43,000.00 BC-AEA AP Page 1 of 2 Battle Creek Construction Budget Entry Page -Indirect Labor FY 2018 Budget Estimated costs to determine the flat fee for AEA Administrative Support Dept |FERC Activity Job Title ST Rate *ST Hours Total Cost AEA {332 -Reservoirs,dams,and waterwAEA Admin Fee Sr.Accountant/Budget Analyst 79.33 60.00 |$4,759.65 AEA {332 -Reservoirs,dams,and waterwAEA Admin Fee AEA Compliance/Inventory &Grants 81.52 52.001 $4,238.81 AEA |332 -Reservoirs,dams,and waterwAEA Admin Fee Accountant 62.69 35.0015 2,194.04 AEA [332 -Reservoirs,dams,and waterwAEA Admin Fee Senior Contracting Officer 97.28 80.00 |$7,782.49 AEA 1332 -Reservoirs,dams,and waterwAEA Admin Fee AEA Assistant Controller 90.38 20.00 |}$1,807.66 AEA {332 -Reservoirs,dams,and waterwAEA Admin Fee AEA Controller 124.84 7.50 |5 936.32 AEA S - AEA $- AEA S - Indirect Labor Estimate $21,718.96 Total AEA Administrative Fee (rounded)$22,000.00 *ST Rate includes a 4.2%increase for facility expenses (supplies,building,overhead) BC-AEA Admin Fee Calc Page 2 of 2 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT WEST FORK UPPER BATTLE CREEK 2018 DRAFT BUDGET AMENDMENT 2 Date :01/19/18 :dere a . *ad YPaEaaa"RDfied94 *5 o pr ee aeae.ae 5 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT 2018 Budget Contents Schedule Description Page # Overview of Budget Changes between FY18 Amended Budget 07/28/17 and FY18 Draft Amended Budget 3 Schedule A Budget Summary 4 Schedule A-1 Capital Purchases not funded by R&C 5 Schedule B Operations &Maintenance Budget 6-12 Schedule C Monthly Utility Contributions 13 Schedule D R&C Fund Disbursements and Repayments 14 Schedule E Battle Creek Captial Purchases 15 Schedule F Battle Creek Administrative Costs 16 Schedule G Battle Creek Monthly Utility Contributions 17 Schedule H Battle Creek Capital Reserve Fund and Contribution True Up 18 1/17/201812:06 PMH:\Accounting\AEA FY18 FS Shared Files\Bradley Lake\Budget\A -2018 BradleyBudgetAmendement-Draft-011918.xisx 2 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Overview of Budget Changes between FY18 Amended Budget 07/28/17 and FY18 Draft Amended Budget FY18 Amended Budgeted 07/28/17 Utility Contributions -Battle Creek 400,000 From Schedule A EXPENSES 1)Battle Creek Administrative Costs 43,000 2)Increase in Operating Reserve Fund Requirement 8,600 3)Increase in Debt Service-Battle Creek 895,825 947,425 Net change in utility contributions-Battle Creek 947,425 FY18 Draft Amended Budgeted Utility Contributions -Battle Creek 1,347,425 Notes: 1)Battle Creek Administrative Costs These costs represent costs associated with the administration of the Battle Creek project after the financing was closed. These costs include legal,accounting fees,recordkeeping,custody and similar costs. 2)Increase in Operating Reserve Fund Requirement Battle Creek Administrative Costs will be paid for out of the Battle Creek Operating Fund which has a Operating Reserve Fund requirement of 20% 3)Increase in Debt Service-Battle Creek Interest payments on loan A-9000 and A-9001 are due on July 1,2018.Those funds are required to be deposited in the Debt Service Fund 5 business days prior to payment date. Loan A-9000 =$868,909.59 |Loan A-90001 =$26,914.47 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xlsxOverview Page 3 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Budget Summary Schedule A changes made by Amend 2 highlighted FY2016 FY2017 FY2018 FY2018 FY2018 FY2018 INC(DEC)FRM ACTUALS Amended Original 07/28/17 Amended Amend 2 DraftAmended PY AMENDED REVENUES,EXPENSES &CHANGES IN SURPLUS Budget Budget Budget Change Budget BUDGET REVENUES UTILITY CONTRIBUTIONS (sch C)17,828,513 19,543,371 19,819,362 19,819,362 is]19,819,362 0 UTILITY CONTRIBUTIONS-Battle Creek (sch G)0 800,000 0 400,000 947,425 1,347,425 947,425 INTEREST INCOME 1,930,547 1,755,000 1,845,000 1,845,000 0 1,845,000 (!] 19,759,060 22,098,371 21,664,362 22,064,362 947,425 23,011,787 947,425 EXPENSES OPERATIONS (sch B)4,273,634 5,154,110 4,593,387 4,593,387 0 4,593,387 0 Battle Creek Administrative costs (sch F)0 0 0 0 43,000 43,000 43,000 RENEWALS/REPLACEMENTS (R&C FUND REPAYMENTS)(sch D)2,692,710 3,262,783 2,793,307 |2,793,307 0 2,793,307 0 NON R&C FUND CAPITAL PURCHASES (sch A-1)26,444 250,000 1,307,000 1,307,000 0 1,307,000 0 CAPITAL PURCHASES-Battle Creek (sch E)0 800,000 0 400,000 0 400,000 0 TRANSFER TO (FROM)OPERATING RESERVE (9,747)(85,531)(112,145)(112,145)0 (112,145)0 TRANSFER TO (FROM)OPERATING RESERVE-Battie Creek 0 0 0 0 8,600 8,600 8,600 DEBT SERVICE (net of Capital Reserve Reductions)12,494,600 12,426,200 12,778,100 12,778,100 (¢)12,778,100 0 DEBT SERVICE Battle Creek 0 0 0 0 895,825 895,825 895,825 IRS Subsidy 0 0 Oo:0 0 0 0 ARBITRAGE TRANSFER 281,419 290,809 304,713 304,713 0 304,713 0 ARBITRAGE TRANSFER-Battle Creek 0 0 0 0 is]0 0 19,759,060 22,098,371 21,664,362 |22,064,362 |947,425 |23,011,787 |947,425 CURRENT YEAR SURPLUS (DEFICIT)0 0 0 0 (")0 BEGINNING SURPLUS (DEFICIT)0 i]0 0 0 0 ENDING SURPLUS (DEFICIT)0 0 0 0 0 i Bae gaa auntebeenawant nthe iA Een ti mnie el oe .-ws wa BALANCE SHEET ASSETS REVENUE FUND 385,309 0 ]0 0 (] OPERATING FUND 1,403,738 t]0 0 0 0 RECEIVABLE FROM R&C 1,055,961 0 0 0 0 0 OTHER RECEIVABLES 0 0 0 0 0 0 PREPAID EXPENSES 85,194 0 0 i!)is]0 2,930,202 0 0 0 0 0 LIABILITIES &SURPLUS LIABILITIES 809,828 0 0 0 0 it] PAYABLE TO UTILITIES O&M 1,064,413 0 0 0 0 0 PAYABLE TO UTILITIES R&C 1,055,961 0 0 0 0 it] 2,930,202 0 0 0 0 0 premonnay:said .:rm »weg REL oath nmap ante aes atten ARNE!aonb eee A ata cb te yee oe ne Oe Rd OO .=ae a OTHER INFORMATION OPERATING RESERVE *1,116,353 1,030,822 918,677 918,677 0 918,677 OPERATING RESERVE Battle Creek*1,116,353 0 0 0 8,600 8,600 MONTHLY CONTRIBUTIONS (FY18-accelerated over 6 months)1,654,119 1,628,614 3,303,227 3,303,227 0 3,303,227 MONTHLY CONTRIBUTIONS Battle Creek 0 i]ty]0 189,485 189,485 *Required fo be 20%of budgeted operating exp 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xisxSch A Page 4 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Capital Purchases Not Funded by R&C Fund Schedule A-1 FY15 FY16 FY17 FY18 APPROVED Capital Project Description ACTUALS ACTUALS ACTUALS BUDGET JComments Replace Fish Water Valve Actuators -26.444 -- DCS Security Interface for Data Access 141,703 -.- Lube Oil Purification System 47,723 --- Replace 1998 Chevrolet Crew Cab Vehicle 32,306 --- Replace 1990 Ford Single Cab Vehicle 32,306 --- Replace/Automate Fish Water Valves &Actuators ..39 225,000 Start in FY 2017 most of billing will be in FY¥2018 ($250,000 total -$25,000 FY17 and$225,000 FY18) .Currently the heavy equipment is stored outside in the weather.The D Hittle report notedEquipmentstorageshed(unheated bus bam)...100,000 |ihe deleterious effects of weather on the boom truck as well as the other equipment. Heavier truck for snow removal and general hauling to the dam as existing pick up trucks F are often too small for the loads.This replaces the curranty 1999 plow truck.It should be1tonFlatbedwithPlow.°.65,000 noted that the Boom truck is near end of life and this truck will replace the hauling function of the boom truck. .:. .'These two bridges are decaying and if not repaired they will fail.Failure would be a veryBattleCreekBridgeRepairRefurbishment(2)°-182,000 expensive proposition as the bridges would need to be completely removed. Used to erect equipment building and assist in general construction like the bridge removal.I obit Crane 40 to 50 tons (used)---100,000 [This Crane is required for general Plant support as the Boom Truck is nearing end of life (See D Hittle report). Slated for replacement in 2020 in D Hittle report.Updated amount based on NC Machinery web site.This is a critical piece of plant equipment used extensively for snow removal and a material handling the current loader is nearly 30 years old.It is difficult to get parts andReplaceMichiganLoader...350,000 |naterials for this equipment as Michigan is now owned by Volvo.We are seeing metal in the transmission oil and this indicates potential failure.We are currently changing oil often to extend the life of the loader. .The Crews Quarters kitchen is in sore need of repair and refurbish.The current kitchen isUpgradeCrewsQuartersKitchen.*°90,000 Jay years old and is not adequate to meet any health standards. The existing ambulance is 29 years old.Though called an ambulance it is a vehicle dedicated for transport of an injured individual with first aid supplies on board,backboard,Replace 1988 Suburban Ambulance ...85,000 stokes litter,splints,bandages,AED,oxygen and other first responder supplies.It is not [possible to transport a person on a stretcher in a pickup truck in winter. 1/2 ton Pick up truck ---35,000 [Additional use truck for BLPP personnel The kitchens and bathrooms in the residences date from 1991 and are in poor to fair Upgrade Residence kitchens ---75,000 Icondition.They have seen 30 years of continuous use.This is to update ail four kitchens in the residences. Replace existing HID lighting with modern energy efficient light fixtures.Based on an .rr energy cost at Bradley of $.09 per KWh these fixtures will have a positive payback in 2ReplaceHighBayLightinginPowerPlant20,000 years.These fixtures will also reduce maintenance costs due to lack of the need to replace bulbs Total Non R&C Capital Purchases 254,039 26,444 89 1,307,000 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xisxSch A-1 Page 5 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Operations &Maintenance Budget Summary Budget by Participant Schedule B HEA 3,052,652 HEA 3,365,387 HEA 3,209,154 HEA 2,704,303 CEA 553,000 CEA 408,098 CEA 190,187 CEA 183,499 AEA 1,814,850 AEA 1,808,280 AEA 1,754,770 AEA 1,705,585 FyY15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 Increase Amended (Over)Under Amended (Over)Under Amended Actual @ {Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY Summary by cost type Labor &Benefits 1,986,848 1,713,440 273,408 2,143,223 1,738,336 404,887 2,005,079 744,386 1,260,693 1,889,814 (115,265) Travel 35,410 15,528 19,882 98,600 13,796 84,804 132,950 10,255 122,695 76,950 (56,000) Training 38,731 26,569 12,162 38,731 10,819 27,912 49,300 1,619 47,681 49,300 - Contractual 871,280 618,735 252,545 4,205,659 813,606 392,053 1,217,418 375,639 841,779 841,062 (376,356) Supplies &Materials 435,919 224,296 211,623 275,760 95,952 179,808 229,358 29,114 200,244 183,345 (46,013) Other Costs 593,797 225,712 368,085 451,846 375,357 76,489 381,744 111,062 270,682 387,818 6,074 Equipment &Machinery 30,130 23,711 6.419 33,130 6,051 27,079 41,500 850 10,650 7,000 (4,500) Maintenance Projects 60,000 27,414 32,586 13,000 3,457 9,543 ----- Administrative Costs 1,368,387 1,102,344 266,043 1,321,817 1,216,260 105,557 1,126,761 §11,053 615,708 1,158,098 31,337 5,420,502 3,977,749 1,442,753 5,581,766 4,273,634 1,308,131 5,154,110 1,783,977 3,370,134 4,593,387 (560,723) FERC $35 -Operation Supervision &Engineering Operations Sup/Eng Bradley Lake Operating Labor &Benefits 291,632 282,780 8,852 304,235 321,664 (17,429)299,649 130,170 169,479 265,587 (34,062) Travel 8,610 12,894 (4,284)9,500 9,281 219 10,450 8,496 1,954 10,450 - Training 7,904 4,116 3,788 7,904 2,080 5,824 9,300 -9,300 9,300 - Contractual 1,445 -1,445 1,445 -1,445 1,400 -1,400 1,000 (400) Supplies &Materials 6,203 344 5,859 6,203 346 §,857 4,100 -4,100 4,000 (100) Bradley Lake Operating Total 315,794 300,134 15.660 329,287 333,374 (4,084)324,899 138.666 186,233 290,337 (34,562) FERC 535 -Operation Supervision &Engineering Total 315,794 300,134 15,660 329,287 333,371 {4,084)324,899 138,666 186,233 290,337 JHEA (34,562) FERC $37 -Hydraulic Expenses Hydraulic Expenses Bradley Lake Operating Labor &Benefits 95,056 76,200 18,856 95,273 81,677 13,596 92,746 33,446 59,300 94,453 1,707 Contractual 19,504 8,000 11,504 17,180 -17,180 4,000 5,647 (1,647)2,000 (2,000) Supplies &Materials 2,608 -2,608 2,608 1,277 1,331 2,900 179 2,721 2,000 (900) Bradley Lake Operating Total 117,168 84,200 32,968 115,061 82,954 32,107 99.646 39,272 60.374 98,453 (1,193) FERC 537 -Hydraulic Expenses Total 117,168 84,200 32,968 115,061 82,954 32,107 99,646 39,272 60,374 98,453 JHEA (1,193) 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xtsxSch B Page 6 of 18 FY15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 tncrease Amended (Over)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY FERC 538 -Electric Expenses Electric Expenses Bradley Lake Operating Labor &Benefits 224,000 234,351 (10,351)257,107 215,440 41,667 242,940 98,375 144,564 232,294 (10,646) Travel ------7,000 1,759 §,241 7,000 - Training 30,827 18,383 12,444 30,827 8,739 22,088 25,000 1,619 23,381 25,000 - Contractual 21,342 14,055 7,287 3,342 1,400 1,942 2,000 1,400 600 2,000 - Supplies &Materials 6,232 2,184 4,048 12,232 6,241 5,991 8,500 4,214 4,286 9,732 1,232 Bradley Lake Operating Total 282,401 268,973 13,428 303,508 231,820 71,688 285,440 107,367 178,072 276,026 (9,414) FERC 538 -Electric Expenses Total 282,401 268,973 13,428 303,508 231,820 71,688 285,440 107,367 178,072 276,026 [HEA (9,414) FERC $39 -Mise.Hydraulic Power Generation Expenses Mise Hydro Power Exp Bradley Lake Operating Labor &Benefits 192,000 114,373 77,627 189,473 158,532 30,941 178,991 73,876 105,116 179,530 539 Training -4,070 (4,070)---15,000 -15,000 15,000 - Contractual 239,571 142,752 96,819 315,249 285,812 29,437 297,048 95,836 201,212 287,525 (9,523) Supplies &Materials 94,878 18,473 76,405 22,000 19,041 2,959 17,900 7,258 10,642 17,900 - Bradley Lake Operating Total 526,449 279,668 246,781 §26,722 463,385 63,337 508,939 176,970 331,969 499,955 |HEA (8,984) BRADLEY CIRCUITS/RADIO TO BERNICE LK Other Costs 30,000 28,740 1,260 30,000 31,059 (1,059)35,695 17,848 17,847 35,695 - BRADLEY CIRCUITS/RADIO TO BERNICE LK Total 30,000 28,740 1,260 30,000 31,059 (1,059)35,695 17,848 17,847 35,695 [HEA - BRADLEY CIRCUITS BERNICE LK TO ANCH Other Costs 30,000 31,485 (1,485)28,746 29,864 (1,118)29,773 14,770 15,003 29,773 - BRADLEY CIRCUITS BERNICE LK TO ANCH Total 30,000 31,485 (1,485)28,746 29,864 (1,418)29,773 14,770 15,003 29,773 [CEA - FERC 539 -Misc.Hydraulic Power Generation Expenses Total 586,449 339,893 246,556 585,468 524,308 61,160 574,407 209,588 364,820 565,423 (8,984) FERC $40 -Rents FERC Land Use Fee Bradley Lake Operating Other Costs 180,000 137,230 42,770 183,000 279,876 (96,876)312,176 78,044 234,132 318,000 5,824 Bradley Lake Operating Totat 180,000 137,230 42,770 183,000 279,876 (96,876)312,176 78,044 234,132 318,000 §,824 FERC 540 -Rents Total 180,000 137,230 42,770 183,000 279,876 (96,876)312,176 78,044 234,132 318,000 [AEA 5,824 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xIsxSch B Page 7 of 18 FY15 FY16 FY17 FY18 FY1S FY16 FY17 Fy18 Increase Amended (Over)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY FERC 541 -Maintenance Supervision &Engineering Maint Supervision/Eng Bradley Lake Operating Labor &Benefits 214,230 197,018 17,212 222,118 239,299 (17,181)224,284 94,624 129,660 272,586 48,302 Bradley Lake Operating Total 214,230 197,018 17,212 222,118 239,299 (17,181)224,284 94,624 129.660 272,586 48,302 FERC 541 -Maintenance Supervision &Engineering Total 214,230 197,018 17,212 222,118 239,299 (17,181)224,284 94,624 129,660 272,586 JHEA 48,302 FERC 542 -Maintenance of Structures Maintenance of Structures Bradley Lake Operating Labor &Benefits 96,200 75,264 20,936 95,273 89,890 5,383 92,746 33,368 59,378 94,453 1,707 Contractual ------10,000 -10,000 10,000 - Supplies &Materials 64,273 10,009 54,264 61,273 23,398 37,875 53,713 398 53,315 53,713 . Equipment &Machinery 8,500 10,769 (2,269)11,500 6,051 5,449 11,500 850 10,650 7,000 (4,500) Maintenance Projects 6,000 -6,000 4,000 1,827 2,173 ----- Bradley Lake Operating Total 174,973 96,042 78,931 172,046 121,166 50,880 167,959 34,616 133,343 165,166 (2,793) FERC S42 -Maintenance of Structures Total 174,973 96,042 78,931 172,046 121,166 50,880 167,959 34,616 133,343 165,166 JHEA (2,793) FERC 543 -Maintenance of Reservoirs,Dams &Waterways Maint Res,Dams,WWays Bradley Lake Operating Labor &Benefits 49,950 42,309 7,641 51,276 42,848 8,428 50,409 49,440 969 50,610 201 Contractual 28,769 630 28,139 5,200 9,080 (3,880)§,200 63,704 (58,504)6,500 1,300 Bradley Lake Operating Total 78,719 42,939 35,780 56.476 51,928 4,548 55,609 113,144 (57,535)$7,110 1,501 BRADLEY NUKA REPAIR Contractual -:----15,000 409 14,591 15,000 - Supplies &Materials -787 (787)----:--- Equipment &Machinery 21,630 12,942 8,688 21,630 -21,630 ----- BRADLEY NUKA REPAIR Total 21,630 13,729 7,901 21,630 -21,630 15,000 409 14,591 15,000 - BRADLEY POWER TUNNEL MAINT (Dam) Contractual 56,000 43,131 12,869 20,000 3,673 16,327 15,000 311 14,689 15,000 - BRADLEY POWER TUNNEL MAINT (Dam)Total §6,000 43,131 12,869 20,000 3.673 16,327 15,000 311 14,689 15,000 - BRADLEY POWER TUNNEL DRAIN CLN/INSP (P/House} Maintenance Projects 9,000 -9,000 9,000 1,557 ------ BRADLEY POWER TUNNEL DRAIN CLN/INSP (P/House)Total 9,000 -9,000 9,000 1,557 ----.- FERC 543 -Maintenance of Reservoirs,Dams &Waterways Total 165,349 99,799 65,550 107,106 57,158 49,948 85,609 113,864 (28,255)87,110 JHEA 1,501 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-01 1918.xIsxSch B Page 8 of 18 FY15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 Increase Amended (Over)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY FERC 544 -Maintenance of Electric Piant Maintenance of Elec Plant Bradley Lake Operating Labor &Benefits 379,600 323,757 55,843 381,093 336,417 44,676 370,983 134,127 236,856 379,102 8,119 Travel 2,800 158 2,642 3,500 3,270 230 4,500 -4,500 4,500 - Contractual 61,849 33,765 28,084 91,443 69,651 21,792 79,000 10,607 68,393 70,000 (9,000) Supplies &Materials 27,245 20,650 6,595 27,245 10,142 17,103 27,245 5,867 21,378 20,000 (7,245) Maintenance Projects 25,000 25,000 --------- Bradley Lake Operating Total 496,494 403,330 93,164 503 281 419,480 83,801 481,728 150,601 331,127 473,602 (8,126) FERC 544 -Maintenance of Electric Plant Total 496,494 403,330 93,164 503,281 419,480 83,801 481,728 150,601 331,127 473,602 JHEA (8,126) FERC 545 -Maintenance of Misc.Hydraulic Plant Maint of Misc Hydr Plant Bradley Lake Operating Labor &Benefits 95,680 78,186 17,494 95,273 94,653 620 92,746 33,825 58,921 94,453 1,707 Contractual 3,900 170 3,730 3,900 -3,900 3,900 :3,900 3,900 - Supplies &Materials 71,281 40,220 31,061 43,000 28,044 14,956 43,000 6,626 36,374 35,000 (8,000) Bradley Lake Operating Total 170,861 118,576 52,285 142,173 122,697 19,476 139,646 40,451 99,195 133,353 (6,293) BRADLEY FISH WATER OSGN/MIDDLE FORK SHACK IMPR Contractual 30,900 -30,900 24,900 :24,900 20,000 -20,000 -(20,000) BRADLEY FISH WATER DSGN/MIDDLE FORK SHACK IMPR Total 30,900 -30,900 24,900 -24,900 20,000 -20,000 :(20,000) FERC 545 -Maintenance of Misc.Hydraulic Plant Total 201,761 118,576 83,185 167,073 122,697 44,376 159,646 40,451 119,195 133,353 [HEA (26,293) FERC 556 -System Control &Load Dispatching System Cntl &Load Disp Bradley Lake Operating Labor &Benefits 48,000 19,514 28,486 49,000 10,478 38,522 49,502 17,812 31,689 20,618 (28,884) Contractual 5,000 -5,000 8,500 31 8,469 60,500 2,364 §8,136 53,000 (7,500) Supplies &Materials 6,199 2,297 3,902 6,199 4,090 2,109 6,000 1,850 4,150 6,000 - Bradley Lake Operating Total 59,199 21,811 37,388 63,699 14,599 49,100 116,002 22,026 93,976 79,618 [HEA (36.384) BRADLEY POWERHOUSE PC'S Contractual 30,500 3,201 27,299 50,000 37,261 12,739 ----- BRADLEY POWERHOUSE PC'S Total 30,500 3,201 27,299 50,000 37,261 12,739 .-->JHEA - BRADLEY DISPATCH REGULATIONS Maintenance Projects 20,000 -20,000 -------- BRADLEY DISPATCH REGULATIONS Total 20,000 -20,000 ------- JHEA - 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xIsxSch B Page 9 of 18 FY15 FY16 FY17 FY18 FY1S FY16 FY17 FY18 Increase Amended (Qver)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY Snow Measurement Bradley Lake Operating Contractual 11,000 10,000 1,000 10,000 10,000 -10,000 5,000 5,000 10,000 JAEA - Bradley Lake Operating Total 11,000 10,000 1,000 10,000 10,000 -10,000 5,000 5.000 10,000 - Seismic Service Bradley Lake Operating Contractual 60,000 64,477 (4,477)62,000 60,370 1,630 60,370 35,255 25,115 62,000 [AEA 1,630 Bradley Lake Operating Total 60,000 64,477 (4,477)62,000 60,370 1,630 60,370 35.255 25,115 62,000 1,630 Streamguaging Serv Bradley Lake Operating Contractual 295,000 296,409 (1,409)296,000 301,338 (5,338)310,000 78,582 231,418 213,137 JAEA (96,863) Bradley Lake Operating Total 295,000 296,409 (1,409)296,000 301,338 (5,338)310,000 78,582 231,418 213,137 (86.863) Permits Bradley Lake Operating Other Costs 100 350 (250)100 350 (250)100 100 -350 JAEA 250 Bradley Lake Operating Total 100 350 (250)100 350 (250)100 100 -350 250 FERC 556 -System Control &Load Dispatching Total 475,799 396,248 79,551 481,799 423,918 57,881 496,472 140,963 355,509 365,105 (131,367) FERC 562 -Station Expenses Station Expenses CEA SVC/Substation Maintenance Contract Labor &Benefits 300,500 269,688 30,812 251,852 147,344 104,508 130,414 45,324 85,090 123,726 (6,688) Travel 24,000 2,476 21,524 26,000 (31)26,031 6,000 -6,000 6,000 - Contractual 6,500 2,145 4,355 6,500 1,244 5,256 4,000 3,447 554 4,000 - Supplies &Materials 157,000 129,332 27,668 95,000 2,118 92,882 16,000 2,722 13,278 16,000 . Other Costs -1,085 (1,085)-9,208 (9,208)4,000 300 3,700 4,000 - Maintenance Projects .2,414 (2,414)bd 73 (73)--:-- CEA SVC/Substation Maintenance Contract Total 488,000 407,140 80.860 379,352 159.956 219,396 160,414 51,792 108.621 153,726 (6,688) FERC 562 -Station Expenses Total 488,000 407,140 80,860 379,352 159,956 219,396 160,414 51,792 108,621 153,726 ICEA (6,688) 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-01 1918.xIsxSch B Page 10 of 18 FY15 FY16 FY17 Fv18 FY15 FY16 FY17 FY138 Increase Amended (Over)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY FERC 571 -Maintenance of Overhead Lines Maint of OH Lines Bradley Lake Operating Labor &Benefits ---146,320 94 146,226 179,671 -179,671 82,402 (97,269) Travel ---54,600 1,276 53,324 95,000 -95,000 49,000 (46,000) Contractual ---90,000 33,746 56,254 50,000 -50,000 86,000 36,000 Supplies &Materials :---1,255 (1,255)50,000 -50,000 19,000 (31,000) Other Costs 353,697 26,822 326,875 -------- Bradley Lake Operating Total 353,697 26,822 326.875 290,920 36,371 254,549 374,671 -374,671 236,402 (138,269) BRADLEY JUNCTION SWITCH REMOVAL Travel :----:5,000 -5,000 -(5,000) Contractual ------70,000 73,076 (3,076)-(70,000) Other Costs -°:210,000 25,000 185,000 ----- BRADLEY JUNCTION SWITCH REMOVAL Total ---210,000 25,000 185,000 75,000 73,076 1.924 -(75,000) MARKER BALL REPLACEMENT Labor &Benefits ---4,929 -4,929 ----- Travel ---5,000 -5,000 5,000 -5,000 -(5,000) Contractual ---200,000 "200,000 200,000 -200,000 -(200,000) MARKER BALL REPLACEMENT Total ---209,929 -209,929 205,000 -205,000 >(205,000) FERC 571 -Maintenance of Overhead Lines Total 353,697 26,822 326,875 710,849 61,371 649,478 654,671 73,076 581,595 236,402 {HEA (418,269) FERC 920 &930 -Administrative Expense AEA Bradley Fixed Admin Fees Bradley Lake Operating Administrative Costs 200,000 200,000 -200,000 200,000 -200,000 100,000 100,000 200,000 JAEA . Bradley Lake Operating Total 200,000 200,000 -200,000 200,000 -200,000 100,000 100,000 200,000 - Operating Committee Exp-Audit Bradley Lake Operating Administrative Costs 116,250 15,500 100,750 116,250 101,530 14,720 16,494 16,500 (6)16,800 [AEA 306 Bradley Lake Operating Total 116,250 15,500 100.750 116,250 101,530 14,720 16,494 16.500 (6)16,800 306 Operating Committee Exp-Legal Bradley Lake Operating Administrative Costs 25,000 22,110 2,890 25,000 77,719 (52,719)25,000 16,524 8,476 25,000 JAEA - Bradley Lake Operating Total 25,000 22,110 2,890 25,000 77,719 (52,719)25,000 16.524 8.476 25,000 - 4/17/201812:06 PMA -2018 BradieyBudgetAmendement-Draft-011918.xIsxSch B Page 11 of 18 Fy15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 Increase Amended (Over)Under Amended (Over)Under Amended Actual @ (Over)Under Approved (Decrease) Budget Actual Budget to date Budget Actual Budget to date Budget 12/31/16 |Budget to date Budget from PY Operat Committee Exp-Arbitrage Bradley Lake Operating Administrative Costs 5,200 3,630 1,570 3.630 7,010 (3,380)3,630 -3.630 3,380 JAEA (250) Bradley Lake Operating Total 5,200 3,630 1,570 3,630 7,010 (3,380)3,630 -3.630 3,380 (250) Trust &Account Fees Bradley Lake Operating Administrative Costs 12,300 11,918 382 12,300 11,918 382 12,000 5,959 6,041 11,918 JAEA (82) Bradley Lake Operating Total 12,300 11,918 382 12,300 11,918 382 12,000 5,959 6,041 11,918 (82) Misc Admin Bradley Lake Operating Administrative Costs ----8,375 (8,375)---10,000 JAEA 10,000 Bradley Lake Operating Total ----8,375 (8,375)---10,000 10,000 FERC 920 &930 -Administrative Expense Total 358,750 253,158 105,592 357,180 406,552 (49,372)257,124 138,983 118,141 267,098 9,974 FERC 924 &925 -Insurance Premiums insurance Premiums Bradley Lake Operating Administrative Costs §10,000 510,799 (799)510,000 477,981 32,019 500,000 250,747 249,253 525,000 [AEA 25,000 Administrative Costs 64,637 52,121 12,516 64,637 52,544 12,096 64,637 26,104 38,533 56,000 JHEA (8,637) Bradley Lake Operating Total 574,637 562,920 11,717 574,637 §30,522 44,115 564,637 276,852 287,785 581,000 16,363 Risk Management Bradley Lake Operating Administrative Costs 35,000 30,000 5,000 ------- JCEA - Bradley Lake Operating Total 35,000 30,000 5,000 -------- FERC 924 &925 -Insurance Premiums Total 609,637 592,920 16,717 574,637 530,522 44,115 564,637 276,852 287,785 581,000 16,363 FERC 928 -Regulatory Commission Expenses FERC Admin Fees Administrative Costs 250,000 150,519 99,481 210,000 182,885 27,115 180,000 -180,000 185,000 JAEA 5,000 Bradley Lake Operating Total 250,000 150,519 99,484 210,000 182,885 27,115 180,000 -180,000 185,000 5,000 FERC Related Prof Services FERC Part 12 Inspection Administrative Costs :-:55,000 35,663 19,337 25,000 1,362 23,638 - JAEA (25,000) Contractual Engineer-FERC license issues Administrative Costs 150,000 105,747 44,253 125,000 60,638 64,362 100,000 93,856 6,144 125,000 JAEA 25,000 Bradley Lake Operating Total 150,000 105,747 44.253 180,000 96.301 83,699 125,000 95,218 29,782 125,000 - FERC 928 -Regulatory Commission Exp Total 400,000 256,266 143,734 390,000 279,186 110,814 305,000 95,218 209,782 310,000 5,000 Total Bradley Lake Budget 5,420,502 3,977,749 1,442,753 5,581,766 4,273,634 1,308,131 5,154,110 1,783,977 3,370,134 4,593,387 (560,723) 4/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xisxSch B Page 12 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Monthly Utility Contributions Schedule C FY2015 FY2016 FY2017 FY2018 -FY2017 to PERCENT Amended Amended Amended Original FY2018 POWER PURCHASER SHARE BUDGET BUDGET BUDGET BUDGET Change CHUGACH ELECTRIC 30.4%5,500,800 6,034,236 5,941,176 6,025,086 83,910 MUNICIPALITY OF ANCHORAGE 25.9%4,686,540 5,141,004 §,061,732 §,133,210 71,478 HOMER ELECTRIC 12.0%2,171,364 2,381,928 2,345,208 2,378,328 33,120 MATANUSKA ELECTRIC 13.8%2,497,068 2,739,216 2,696,988 2,735,076 38,088 GOLDEN VALLEY ELECTRIC 16.9%3,058,008 3,354,552 3,302,832 3,349,470 46,638 CITY OF SEWARD 1.0%180,948 198,492 195,432 198,192 2,760 Rounding (5)3 (3) 400.0%18,094,728 19,849,423 19,543,371 19,819,362 275,991 FY2018 PERCENT FY2015 FY2016 FY2017 July 1 through FY2018 POWER PURCHASER SHARE MONTHLY MONTHLY MONTHLY December 1 ONLY Change CHUGACH ELECTRIC 30.4%458,400 502,853 495,098 1,004,181 509,083 MUNICIPALITY OF ANCHORAGE 25.9%390,545 428,417 421,811 855,535 433,724 HOMER ELECTRIC 12.0%180,947 198,494 195,434 396,388 200,954 MATANUSKA ELECTRIC 13.8%208,089 228,268 224,749 455,846 231,097 GOLDEN VALLEY ELECTRIC 16.9%254,834 279,546 275,236 558,245 283,009 CITY OF SEWARD 1.0%15,079 16,541 16,286 33,032 16,746 100.0%1,507,894 1,654,119 1,628,614 3,303,227 1,674,613 **In FY18 contributions will be paid evenly over the first six months,beginning July 1,2017 and ending December 1,2017. No payments will be due from January 1,2018 through June 30,2018. (These accelerated payments are due to the cash flow needs of the R&C fund to pay for the SVC replacement project with total estimated cost of $8.7 million) 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xIsxSch C Page 13 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT R&C Fund Disbursements and Repayments Schedule D 'Ketual Ketual 'Actual 'Actual PROJECTED PROJECTED |PROJECTED PROJECTED |&Actual @ TO REPAY TO REPAY 12/91/16 *TO REPAY TO REPAY Disburse ot O6/30/18 Disburse at 06/30/16 Disburse at 06/30/17 Disburse at 06/30/18 [R&C FUND PROJECTS Governor 627,738.80 4,052,070.14 0.00 4,052,070.14 0.00 4.052,070.14 0.00 4,052,070.14 Replace RFLS 0.00 251,082.69 0.00 251,092.69 0.00 281,092.69 0.00 251,092.69 Replace Runners 0.00 1,948,732.79 0.00 4,946,732.79 0.00 4,946,732.79 0.00 1,946,732,79 Replace cable from dam to power house 0.00 2,321,922.88 0.00 2,321,922.94 0.00 2,321,922.94 0.00 2,321,922.94 Replace power system stabilizer 9.00 619,205.10 0.00 619,205.10 0.00 619,205.10 0.00 619,205.10 Reptace two RTUs 0.00 86,905.27 0.00 96,905.27 0,00 86,905.27 0.00 86,905.27 Culvert Repairs 0.00 675,966.79 0.00 675,966.79 G.00 675,966.79 0.00 675,966.79 Trane Towers Frost Jacking Repairs 0.00 887,596.62 0.00 887,596.62 0.00 887,596.62 0,00 887,596.62 Replace Plant and SCADA Controts 0.00 1,344,683.05 0.00 1,344,683.05 0.06 1,344,683.05 0.00 1,344,683.05 Vibration Monitonng System 0.00 490.00 0.00 490.00 0.00 490.00 0.00 490.00 Battle Creek Feasibiity 0.00 0.00 0.00 0.00 0.00 9.00 8.00 6.00 Fire Alarm System Replacement 0,00 0.00 0,00 0.00 0.00 0.00 350,000.00 350,000.00 Battle Creek Diversion 43,605.35 994 333,83 149,683.91 1,144,017.74 2,000.00 1,146,017.74 0.00 1,146,017.74 Replace Electro-Mechanical Relays 0.00 1,277.197.06 9.00 1,277,197.06 0.00 1.277,197.06 0.00 1,277.197.06 Fishwater Screen Debris Removal 24,929.45 21,929.45 290,306.98 312,236.43 0.00 312,236.43 0.00 312,236.43 [Turbine Nozzie Repair 96,423.49 96,423.49 |1,320,234.57 1,416,658.06 6,201.06 1,422,859.12 0.00 1,422,859.12 ISVC replacement Daves Creek |Soldotna 0.00 0.00]1,570,577.34 1,570,577.34 |§,773,822.66 7,344,400.00 |1,360,400.00 8,704,800.00 Spitway Raise 0.00 0.00 0.00 0.00 0.00 0.00 350,000.00 350,000.00 789 697.09 14,576.549.22 f 3,330,802.80 17,907,352.02 |5,782.023.72 _23.689,375.74]2,060.400.00 25,749,775.74--- Current Year R&C Repayment 41,146,123.00)](3,461,591.16)](3,262,788.00)(2,793,306.63)]Adjust bal to $5 mill (won't be corrected until year end)0.00 0.00 0.00 0.00 Less Interest in Fund Applied to Repayment (244 582.41)|(287,080.93)'361,777.62)|143,000.00; Net Transfer from Revenue Fund 1,390,705.41)|(3,748,672.09)](3,624,565.62)](2,936,306.63)| Cumulative Prior Years R&C Repayments (11,346,045,42)(12,716,539.31)(18,409,249.92)(17,920,612.74) Due back to Uthities 20,211.51 1,055,961.48 1,113,202.79 143,000.00 R&C Cumulative interest (Retained)Applied As Part of Repayme 0.00 0.00 0.00 0.00 Net R&C Repayments 11,325 833.91)](14,660.577.83)]44,296,047.12)(17,777,612.74)|INET DUE TO R&C FUND 1,860.009.90 2.498.102.10 5,768.763.00 5,035.856.37, R&C FUND CASH FLOW PROJECTION Beginning Investment Balance 3,045,716.76 3,212.607.32 5.623,509.49 1,931,991.64 Disbursements-current year (766,797.23)(1,265,152.32}(4.194,471,88))(2,060,400.00) Disbursements-priot year accrued (177,276.20)(22,899,86)(2,065,650.48)|(1,587,551,84)) R&C Repayment to utilities (179,788.03)(20,211.52)(1,055,961.11}(1,113,202.79) Net other cash inflow(outfiow)(69,953.03)(29,506.22)0.00 0.00 Current year interest earnings 244,582.41 287,080.93 361,777.62 143,000.00 Cuxrent year Participants Contributions to R&C 1,146 123.00 3,461,591.16 3,262,788.00 2,793,306.63EndingInvestmentBalance Accrued R&C Payable at year and-Due to Utilities (20,211.51)(4,055,961.11}}(1,113,202.79)(143,00.00)Accrued due from Revenue fund (debt service transfer}69,953.03 R&C payable back to Revenue fund (99,459.25}] Accrued R&C vendor Payable at year end (22,899.85)(2,065,650.48)](1,587,551.84)0.00 PROJECTED NET DUE +ENDING INVESTMENT BALANCE 5.000 000.00 5.000.000.00 5,000,000.00 §.000,000.00 REPAYMENT AMOUNT $756,665.11 25%all 4 years total repaid remaining to '$1,455.830.05 X 25%all 4 years th yr 363,957.51 at 6/3018 pay at 7/1/18 Frig FY20 FY2? I$1,401,948.53 X 25%all 4 years Sed yt 350,487.13 [4th yr 350,487.13 1,401,948.53 2 $1,834,499.92 X 25%yr 1 |25%yr 2 |50%yr 3h 2nd yr 458,624.98 [final yr 917,249,96 1,834,499.92 + $789,697.09 X 25%yr 175%yr 2 et yr 197,424.27 [final yr 692,272.82 789,697.09 : $3,330,802.80 X 25%yr 4 |32%yr 2 125%yr 3]18%yr a 'ist yr 832,700.70 [2nd yr 1,065,856.90 J3rd yr 832,700.70 2,731,258.30 (599,544.50)599,544.50 $5,782.023,72 x 25%all 4 years Ist yr 1,445,505.93 [2nd yr 1,445.505.93 2,891,011.86 (2.891,011.86)1,445,505.93 1,445,505.93 1$2,060.400x 25%all 4 years Ist yr $15,100.00 515,100.00 (1,545,300,00)518,100,00 515,100.00 518,100.00 4379 493.90 2 592,710.51 2 511,362.83 2.793 306.63 (5.035.856.36)2.560,150.43 _1,960.605.93 $15,100.00 "FY 17 projects reflect budgeted and actual numbers for different projects depending on which is higher (budgeted or actual},so the REC repayment amount reflects a conservative amount 1/17/201812:06 PMA -2018 SradleyBudgetAmendement-Draft-01 1918.xtsx SchD Page 14 of 18 ALASKA ENERGY AUTHORITY BRADLEY LAKE HYDROELECTRIC PROJECT Battle Creek Capital Construction Purchases Schedule E FY17 FY18 FY18 Original Amended Capital Construction Project Description Actuals Budget Budget 7/28/17 [Comments Battle Creek Diversion 798,072 -400,000 Total Construction 798,072 -400,000 1/17/201812:06 PMA -2018 BradleyBudgetAmendement-Draft-011918.xlsxSch E Page 15 of 18 \Bii | Bradley Lake Project Management Committee Meeting Friday,Feb 2,2018 Agenda Item:7B MOTION: Move: Second: Move that the Bradley Lake Project Management Committee approve the second amendment to the fiscal year 2018 Bradley Lake Hydroelectric Project budget.This includes an increased budget of $947,425 for debt services payments and administrative costs of the West Fork Upper Battle Creek project to be paid for by the Battle Creek Participating Utilities. Bradley Lake Project Management Committee -cancelled -Alaska Online Public Notices Page 1 of 1 STATUS:Active Bradley Lake Project Management Committee - cancelled The following meeting has been cancelled and will be rescheduled. ALASKA ENERGY AUTHORITY (AEA) Bradley Lake Project Management Committee Notice is hereby given that the Bradley Lake Project Management Committee will hold a regular meeting onFriday,January 19,2018 at 10:00 a.m.For additional information contact Teri Webster at 907-771-3074. This meeting will be conducted by electronic media pursuant to AS 44.62.310 at the following location: Alaska Energy Authority Board Conference Room,813 West Northern Lights Boulevard,Anchorage,Alaska; A teleconference line has been set up for those unable to attend in person.Dial 1-888-585-9008,Enter Code 467-050-126#. The public is invited to attend.The State of Alaska (AEA)complies with Title Il of the Americans with DisabilitiesActof1990.Disabled persons requiring special modifications to participate should contact AEA staff at 907- 771-3074 to make arrangements. Attachments,History,Details Attachments Details None .Commerce,Community andDepartment:Economic Development Revision History Category:Public Notices Created 1/11/2018 1:20:35 PM by ea statewidetawebster' Modified 1/11/2018 1:21:01 PM by [Details]Project/Regulation #: tawebster Modified 1/18/2018 1:29:18 PM by [Details]Publish Date:1/11/2018 tawebster etal Archive Date:1/20/2018 Events/Deadlines: https://aws.state.ak.us/OnlinePublicNotices/Notices/View.aspx?id=188375 1/18/2018