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HomeMy WebLinkAbout2023-12-08 IMC Agenda and docs INTERTIE MANAGEMENT COMMITTEE (IMC) REGULAR MEETING December 8, 2023 9:00 am Alaska Energy Authority Board Room 813 W Northern Lights Blvd, Anchorage, AK 99503 To participate dial 1-888-585-9008 and use code 212-753-619# 1. CALL TO ORDER 2. ROLL CALL FOR COMMITTEE MEMBERS 3. PUBLIC ROLL CALL 4. PUBLIC COMMENTS 5. AGENDA APPROVAL 6. APPROVAL OF PRIOR MINUTES – October 13, 2023 7. NEW BUSINESS A. FY23 Estimated Annual Shortage B. 2024 Proposed IMC Meeting Dates 8. OLD BUSINESS A. Primary Frequency Response Standard update B. FERC Order 866 Communications Between Control Centers update 9. COMMITTEE REPORTS A. Budget to Actuals B. IOC Committee C. Operator’s Report 10. EXECUTIVE SESSION – Bylaws Section 5.11.3) – To discuss confidential legal matters the immediate knowledge of which may have an adverse effect on the Authority or the Intertie. 11. MEMBERS COMMENTS 12. NEXT MEETING DATE – January 19, 2024 13. ADJOURNMENT ALASKA INTERTIE - ACTUAL VS. BUDGET FY23 Revenue Deficiency ($130,062.48) Actual Revenues (957,263.37) Less than budgeted Actual Expenses 632,316.81 Less than budgeted Budgeted Surplus 194,884.08 (130,062.48) Revenue (957,619.60) GVEA Capital Credit 356.55 Deminimis (0.32) (957,263.37) Adj Actual Revenue Revenues: Total revenues decreased in FY23 FY22 Revenue $2.76 million* 329,371$ capacity charge 224,243 mwhs @ 8.86 rate FY23 Revenue $2.55 million* 419,640$ capacity charge 254,442 mwhs @ 5.12 rate * includes investment interest Expenditures: Total expenses increased in FY23 FY22 YTD Expenses $1,711,420 FY23 YTD Expenses $2,677,783 Total Expense Budget for FY23 is:3,310,100$ Report on variances of any budget line item greater than 5% of total expense ($165,505) and if the variance exceeds 15% of the budgeted line item Expenses (over) under FY23 expenses were less than budgeted by $632,317 (over) under FERC 562 Station Operation Expenses (478)$ FERC 566 Miscellaneous Transmission Expenses 395,516 FERC 567 Transmission Expenses - Rent (902) FERC 569 Maintenance of Structures - FERC 570 Maintenance of Station Equipment 251,135 FERC 571 Maintenance of Overhead Lines (12,961) FERC 920 AEA Administrative Costs 9,764 FERC 920 IMC Administrative Costs 5,421 FERC 924 Property Insurance (15,178) 632,317$ H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY23\FY23 Refund Deficiency\FY23 Refund Deficiency Calculation BOTH CALCS DRAFT.xlsxPage 1 of 4 2023 Alaska Intertie Annual True-Up Calculation Total Due from the Participants:($130,062.48) Intertie Operating Costs Surplus Calculation Total Operating Revenues-Usage Charges 1,302,743.04$ Total Operating Revenues-Capacity Charges 419,640.00$ Total Investment Interest 58,981.12$ Total Capital Credits 356.55$ Total Operating Costs (2,472,968.58)$ Intertie Operating Costs Surplus/(Shortage)(691,247.87)$ - Intertie Cost of Improvements Shortage Calculation Total Revenues - Cost of Improvements -$ Total Cost of Improvements - Intertie Cost of Improvements Surplus/(Shortage)-$ - Intertie Administrative Costs Surplus Calculation Total Administrative Revenues 766,000.00$ Total Administrative Costs (204,814.61)$ Intertie Administrative Costs Surplus/(Shortage)561,185.39$ - Total Due from the Participants (130,062.48)$ ALLOCATION OF SURPLUS(SHORTAGE) - PER INTERTIE AGREEMENT SECTIONS 7.4.4 & 7.4.5 Alaska Intertie Agreement - 3/11/2014 7.4.4 Excess Revenues: The IMC shall determine Excess Revenues for Intertie Operating Costs independent from Intertie Administrative Costs. 7.4.5 Revenue Deficiencies: The IMC shall determine Revenue Deficiencies for Intertie Operating Costs independent from Intertie Administrative Costs. Intertie Operating Costs: Revenue Deficiency Allocation Calculation Energy Usage Operating Refund Participant Paid %Due from GVEA 1,167,385.60$ 89.61%(619,427.22)$ CEA - 0.00%-$ MEA 135,357.44$ 10.39%(71,820.65)$ Total FY23 Energy Charges 1,302,743.04$ 100.00%(691,247.87)$ See Alaska Intertie Agreement Section 7.4.4.1 Intertie Cost of Improvements: Excess Revenue Allocation Calculation Cost of Improvements Cost of Improvements Participant Contribution %Refund Due from GVEA -$ 33.34%-$ CEA -$ 33.33%-$ MEA -$ 33.33%-$ Total FY23 Cost of Improvements Contribution -$ 100.00%-$ See Alaska Intertie Agreement Section 6.4.3 Intertie Administrative Costs: Excess Revenue Allocation Calculation Administrative Administrative Participant Contribution %Refund Due to GVEA 255,333.33$ 33.34%187,099.21$ CEA 255,333.33$ 33.33%187,043.09$ MEA 255,333.33$ 33.33%187,043.09$ Total FY23 Administrative Contribution 766,000.00$ 100.00%561,185.39$ See Alaska Intertie Agreement Section 7.4.5.2 Alaska Intertie Allocation of Surplus (Shortage) Total Refund Due to (from) the Participants: Operating Usage Administrative Cost of Improvements Total Refund Due Participant Refund Due to (from)Refund Due to (from)Refund Due to (from)to (from) Participant GVEA (619,427.22)$ 187,099.21$ -$ (432,328.01)$ CEA - 187,043.09$ -$ 187,043.09$ MEA (71,820.65)$ 187,043.09$ -$ 115,222.44$ Total Refund Due As Per FY23 Annual True Up:(130,062.48)$ 7.4.4.1 – Should the annual revenues received from all sources for the Intertie Operating Costs under Section 7.4.1, Participant and User Payments, exceed actual annual Intertie Operating Costs, the revenues in excess of the Intertie Operating Costs shall be allocated to the contributing Participants and Users in proportion to the total dollar amount paid by all parties for the use of the Intertie in the fiscal year, or portion thereof, in which the revenues were accrued. 7.4.5.2 – Should the revenues received under Section 7.4.1 Participant and User Payments, be less than the actual Intertie Administrative Costs incurred, the revenue deficiency shall be allocated between the Participants and Users in the same proportional manner as revenues are re-allocated between the Participants and Users under Section 7.4.4.2. 7.4.5.3. – The IMC shall authorize AEA to bill the Participants and Users their proportionate share of any deficiency determined under this Section 7.4.5. Revenue Deficiencies. 6.4.3 – The cost of Improvements may be apportioned among the requesting Participants and Users pursuant to a written agreement and may be adjusted to include other sources of funding. For FY18 Costs of Improvements see the "Utility Memorandum of Agreement for 2016 Douglas Substation Improvement" and the "First Amendment to the Utility Memorandum of Agreement for 2016 Douglas Substation Improvement". H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY23\FY23 Refund Deficiency\FY23 Refund Deficiency Calculation BOTH CALCS DRAFT.xlsx Page 2 of 4 ALASKA INTERTIE REVENUE VARIANCE REPORT FY23 MWH ACTUAL USAGE Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 TOTAL MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH GVEA 10,865 19,648 21,418 35,865 16,159 16,826 13,942 36,444 20,752 13,294 15,603 7,189 228,005 CURRENT VARIANCE (21,436) (17,093) (16,178) (4,874) (19,624) (18,935) (21,601) 6,047 (12,542) (25,243) (17,574) (31,463) (200,516) YTD VARIANCE (21,436) (38,529) (54,707) (59,581) (79,205) (98,140) (119,741) (113,694) (126,236) (151,479) (169,053) (200,516) MLP - - - - - - - - - - - - - CURRENT VARIANCE - - - - - - - - - - - - - YTD VARIANCE - - - - - - - - - - - - CEA - - - - - - - - - - - - CURRENT VARIANCE - - - - - - - - - - - - - YTD VARIANCE - - - - - - - - - - - - MEA 2,252 2,239 2,080 2,205 2,213 2,535 2,363 2,162 2,355 2,132 2,247 1,654 26,437 CURRENT VARIANCE 334 271 129 202 (56) 80 224 144 184 226 380 (157) 1,961 YTD VARIANCE 334 605 734 936 880 960 1,184 1,328 1,512 1,738 2,118 1,961 TOTAL 13,117 21,887 23,498 38,070 18,372 19,361 16,305 38,606 23,107 15,426 17,850 8,843 254,442 CURRENT VARIANCE (21,102) (16,822) (16,049) (4,672) (19,680) (18,855) (21,377) 6,191 (12,358) (25,017) (17,194) (31,620) (198,555) YTD VARIANCE (21,102) (37,924) (53,973) (58,645) (78,325) (97,180) (118,557) (112,366) (124,724) (149,741) (166,935) (198,555) ACTUAL REVENUES Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jun-23 Rate per MWH 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ GVEA Energy Charges 55,629$ 100,598$ 109,660$ 183,629$ 82,734$ 86,149$ 71,383$ 186,593$ 106,250$ 68,065$ 79,887$ 36,808$ 1,167,386 GVEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 GVEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - GVEA Capacity Charges 209,820$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 209,820 YTD Actuals 286,727$ 408,602$ 539,540$ 744,447$ 848,458$ 955,885$ 1,048,546$ 1,256,417$ 1,383,945$ 1,473,288$ 1,574,453$ 1,632,539$ 1,632,539 YTD Variance (109,752)$ (197,268)$ (280,100)$ (305,055)$ (405,530)$ (502,477)$ (613,074)$ (582,113)$ (646,328)$ (775,572)$ (865,551)$ (1,026,642)$ CEA Energy Charges -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - CEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 CEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - CEA Capacity Charges 150,102$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 150,102 YTD Actuals 171,380$ 192,658$ 213,935$ 235,213$ 256,491$ 277,769$ 299,046$ 320,324$ 341,602$ 362,880$ 384,158$ 405,435$ 405,435 YTD Variance -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ MEA Energy Charges 11,530$ 11,464$ 10,650$ 11,290$ 11,331$ 12,979$ 12,099$ 11,069$ 12,058$ 10,916$ 11,505$ 8,468$ 135,357 MEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 MEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - MEA Capacity Charges 59,718$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 59,718 YTD Actuals 92,526$ 125,267$ 157,195$ 189,762$ 222,371$ 256,628$ 290,004$ 322,351$ 355,686$ 387,880$ 420,663$ 450,409$ 450,409 YTD Variance 1,710$ 3,098$ 3,758$ 4,792$ 4,506$ 4,915$ 6,062$ 6,799$ 7,741$ 8,899$ 10,844$ 10,040$ TOTAL ENERGY CHARGES 67,159$ 112,061$ 120,310$ 194,918$ 94,065$ 99,128$ 83,482$ 197,663$ 118,308$ 78,981$ 91,392$ 45,276$ 1,302,743 TOTAL ADMINISTRATIVE CHARGES 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 766,000 TOTAL COST OF IMPROVEMENTS -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - TOTAL CAPACITY CHARGES 419,640$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 419,640 YTD TOTAL REVENUES 550,632$ 726,527$ 910,670$ 1,169,422$ 1,327,320$ 1,490,282$ 1,637,597$ 1,899,093$ 2,081,234$ 2,224,048$ 2,379,274$ 2,488,383$ 2,488,383 YTD TOTAL VARIANCE (108,042)$ (194,171)$ (276,342)$ (300,262)$ (401,024)$ (497,562)$ (607,012)$ (575,314)$ (638,587)$ (766,674)$ (854,707)$ (1,016,602)$ H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY23\FY23 Refund Deficiency\FY23 Refund Deficiency Calculation BOTH CALCS DRAFT.xlsx Page 3 of 4 ALASKA INTERTIE REVENUE VARIANCE REPORT FY23 MWH PROJECTIONS Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jun-23 MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH GVEA 32,301 36,741 37,596 40,739 35,783 35,761 35,543 30,397 33,294 38,537 33,177 38,652 428,521 YTD 32,301 69,042 106,638 147,377 183,160 218,921 254,464 284,861 318,155 356,692 389,869 428,521 MLP - - - - - - - - - - - - - YTD - - - - - - - - - - - - CEA - - - - - - - - - - - - - YTD - - - - - - - - - - - - MEA 1,918 1,968 1,951 2,003 2,269 2,455 2,139 2,018 2,171 1,906 1,867 1,811 24,476 YTD 1,918 3,886 5,837 7,840 10,109 12,564 14,703 16,721 18,892 20,798 22,665 24,476 TOTAL 34,219 38,709 39,547 42,742 38,052 38,216 37,682 32,415 35,465 40,443 35,044 40,463 452,997 YTD 34,219 72,928 112,475 155,217 193,269 231,485 269,167 301,582 337,047 377,490 412,534 452,997 BUDGETED REVENUES Jul-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Budgeted Rate per MWH 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ 5.12$ GVEA Energy Charges 165,381$ 188,114$ 192,492$ 208,584$ 183,209$ 183,096$ 181,980$ 155,633$ 170,465$ 197,309$ 169,866$ 197,898$ 2,194,028 GVEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 GVEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - GVEA Capacity Charges 209,820$ 209,820 YTD 396,479$ 605,871$ 819,640$ 1,049,501$ 1,253,988$ 1,458,362$ 1,661,620$ 1,838,531$ 2,030,274$ 2,248,861$ 2,440,005$ 2,659,181$ 2,659,181 CEA Energy Charges -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - CEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 CEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - CEA Capacity Charges 150,102$ 150,102 YTD 171,380$ 192,658$ 213,935$ 235,213$ 256,491$ 277,769$ 299,046$ 320,324$ 341,602$ 362,880$ 384,158$ 405,435$ 405,435 MEA Energy Charges 9,820$ 10,076$ 9,989$ 10,255$ 11,617$ 12,570$ 10,952$ 10,332$ 11,116$ 9,759$ 9,559$ 9,272$ 125,317 MEA Administrative Charges 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 21,278$ 255,333 MEA Cost of Improvements -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - MEA Capacity Charges 59,718$ 59,718 YTD 90,816$ 122,170$ 153,437$ 184,970$ 217,865$ 251,712$ 283,942$ 315,552$ 347,945$ 378,982$ 409,818$ 440,368$ 440,368 TOTAL ENERGY CHARGES 175,201$ 198,190$ 202,481$ 218,839$ 194,826$ 195,666$ 192,932$ 165,965$ 181,581$ 207,068$ 179,425$ 207,171$ 2,319,345 TOTAL ADMINISTRATIVE CHARGES 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 63,833$ 766,000 TOTAL COST OF IMPROVEMENTS -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ - TOTAL CAPACITY CHARGES 419,640$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 419,640 YTD 658,675$ 920,698$ 1,187,012$ 1,469,684$ 1,728,344$ 1,987,843$ 2,244,608$ 2,474,407$ 2,719,821$ 2,990,722$ 3,233,981$ 3,504,985$ 3,504,985 (1,016,602) H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY23\FY23 Refund Deficiency\FY23 Refund Deficiency Calculation BOTH CALCS DRAFT.xlsx Page 4 of 4 YTD Actuals as a OVER Approved % of Total (UNDER) FY23 Budget YTD Budget YTD Actuals Annual Budget YTD Variance REVENUES GVEA 2,659,180 2,659,180.36 1,632,539 61.4%(1,026,642) CEA 405,435 405,435 405,435 100.0%- MEA 440,368 440,368 450,409 102.3%10,041 INTEREST / CAPITAL CREDITS - - 58,981 0.0%58,981 TOTAL REVENUES 3,504,984 3,504,984 2,547,364 72.7%(957,620) EXPENSES FERC 562 - Station Operation Expenses GVEA - Substation Electricity Usage - - 478 0.0%478 - - 478 0.0%478 FERC 566 - Miscellaneous Transmission Expense Private Line Telephone Service for AKI SCADA (GVEA)10,000 10,000 5,788 57.9%(4,213) Cell Phone Comm. Svc for Weather Monitoring (Verizon)13,000 13,000 11,983 92.2%(1,017) SLMS Support and Intertie Ground Patrol 140,000 140,000 145,346 103.8% 5,346 Misc Studies as needed 330,000 330,000 - 0.0% (330,000) Misc. System Studies 13,000 13,000 12,126 93.3% (874) Misc. System Studies 203,000 203,000 138,242 68.1% (64,758) 709,000 709,000 313,484 44.2%(395,516) FERC 567 - Transmission Expenses - Rents Rents - Alaska Railroad 700 700 1,500 214.3%800 MEA - Talkeetna Storage 7,200 7,200 7,200 100.0%- MEA - Equipment Rental - - 102 0.0%102 7,900 7,900 8,802 111.4%902 FERC 570 - Maintenance of Station Equipment GVEA - Healy, Cantwell, Goldhill 75,000 75,000 141,248 188.3%66,248 GVEA - SCADA Maintenance Healy, Cantwell, Gold Hill 5,000 5,000 - 0.0%(5,000) GVEA - Cantwell 4S2 Switch Repair 156,000 156,000 43,217 27.7%(112,783) GVEA - Perform Maintenance, repaint Reactors Healy SVC Yard 80,000 80,000 4,472 5.6%(75,528) CEA - Teeland Substation 173,200 173,200 74,128 42.8%(99,072) MEA - Douglas Substation 25,000 25,000 - 0.0%(25,000) 514,200 514,200 263,065 51.2%(251,135) FERC 571 - Maintenance of Overhead Lines GVEA - Northern Maintenance 100,000 100,000 99,464 99.5%(536) GVEA - Northern ROW Clearing 400,000 400,000 328,252 82.1%(71,748) MEA - Special Patrols [Incl Helicopter Inspections]10,000 10,000 11,603 116.0%1,603 MEA - Southern Maint (Incl Ground and Climbing Inspect)140,000 140,000 78,729 56.2%(61,271) MEA - Southern ROW Clearing 500,000 500,000 525,520 105.1%25,520 MEA - Equipment Repair and Replacement 684,000 684,000 803,393 117.5%119,393 1,834,000 1,834,000 1,846,961 100.7%12,961 FERC 924 - Property Insurance AK Intertie - Insurance 25,000 25,000 40,178 160.7% 15,178 25,000 25,000 40,178 160.7%15,178 Intertie Operating Costs Total 3,090,100 3,090,100 2,472,969 80.0%(617,131) FERC 920 - AEA Administrative Costs Personal Services, Travel and Other Costs 200,000 200,000 190,236 95.1%(9,764) 200,000 200,000 190,236 95.1%(9,764) FERC 920 - IMC Administrative Costs IMC Administrative Costs (Audit, meetings, legal)20,000 20,000 14,579 72.9%(5,421) 20,000 20,000 14,579 72.9%(5,421) Intertie Administration Costs Total 220,000 220,000 204,815 93.1%(15,185) TOTAL EXPENSE 3,310,100 3,310,100 2,677,783 80.9%(632,317) SURPLUS (SHORTAGE)194,884 194,884 (130,419) -66.9%(325,303) Alaska Intertie FY23 Budget to Actuals Status Report for the Period July 1, 2022 through June 30, 2023 Budgeted Usage Actual Usage to Date GVEA MEA CEA TOTAL GVEA MEA CEA TOTAL MONTH MWH MWH MWH MWH MONTH MWH MWH MWH MWH Jul 32,301 1,918 - 34,219 Jul 10,865 2,252 - 13,117 Aug 36,741 1,968 - 38,709 - Aug 19,648 2,239 - 21,887 Sep 37,596 1,951 - 39,547 Sep 21,418 2,080 - 23,498 Oct 40,739 2,003 - 42,742 Oct 35,865 2,205 - 38,070 Nov 35,783 2,269 - 38,052 Nov 16,159 2,213 - 18,372 Dec 35,761 2,455 - 38,216 Dec 16,826 2,535 - 19,361 Jan 35,543 2,139 - 37,682 Jan 13,942 2,363 - 16,305 Feb 30,397 2,018 - 32,415 Feb 36,444 2,162 - 38,606 Mar 33,294 2,171 - 35,465 Mar 20,752 2,355 - 23,107 Apr 38,537 1,906 - 40,443 Apr 13,294 2,132 - 15,426 May 33,177 1,867 - 35,044 May 15,603 2,247 - 17,850 Jun 38,652 1,811 - 40,463 Jun 7,189 1,654 - 8,843 - - TOTAL 428,521 24,476 - 452,997 TOTAL 228,005 26,437 - 254,442 INTERTIE PROJECTED ENERGY USAGE TO DATE (MWH) 452,997 INTERTIE ACTUAL ENERGY USAGE TO DATE (MWH) 254,442 Budgeted Operating Costs for the period 3,090,100$ Actual Operating Costs for the period 2,472,969$ (based on amended budget) Budgeted Usage Revenue for the period 2,319,345$ Actual (Billed) Usage Revenue for the period 1,302,743$ (budgeted rate x projected usage) (budgeted rate x actual usage) Estimated Budgeted Energy Rate per MWH 5.70$ (based on to date budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate) 5.12$ Projected Actual Energy Rate per MWH 8.12$ (based on minimum contract value) (based on to date actual costs and usage) Alaska Intertie FY23 Budget to Actuals Status Report for the Period July 1, 2022 through June 30, 2023 2024 Proposed IMC Meeting Dates: January 19, 2024 March 22, 2024 May 3, 2023 June 21, 2024 July 26, 2024 September 27, 2023 December 6, 2024 Alaska Energy Authority AK Intertie Budget to Actual Revenues and Expenses 07/01/2023 to 10/31/2023 Page 1 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 10/31/2023 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance Revenue From Utilities AKI-GVEA 3,631,114 1,162,719 1,483,483 41%320,764 AKI-CEA 471,717 301,495 301,495 64%- AKI-MEA 654,520 273,478 280,932 43%7,454 Total Revenue From Utilities 4,757,352 1,737,693 2,065,910 43%328,218 Interest - - 14,266 0% 14,266 Total Revenues 4,757,352 1,737,693 2,080,176 44%342,484 Total Revenues 4,757,352 1,737,693 2,080,176 44%342,484 56600 Misc Transmission Expense Alaska Energy Authority AK Intertie-Cell Phone Comm. Svc. for Wx Monitorng 13,000 4,333 3,002 23%(1,331) AK Intertie-Miscellaneous Studies as Needed 516,000 172,000 28,200 5%(143,800) Alaska Energy Authority Total 529,000 176,333 31,202 6%(145,131) Golden Valley Electric AK Intertie-Private Line Telephone Service SCADA 6,000 2,000 - 0%(2,000) Golden Valley Electric Total 6,000 2,000 - 0%(2,000) 56601 Weather Monitoring Batteries Alaska Energy Authority AK Intertie-SLMS Support & Intertie Ground Patrol 175,000 58,333 7,097 4%(51,236) Alaska Energy Authority Total 175,000 58,333 7,097 4%(51,236) 56700 Rents Alaska Energy Authority AK Intertie-Alaska Railroad 1,000 333 1,000 100%667 Alaska Energy Authority Total 1,000 333 1,000 100%667 Matanuska Electric Association AK Intertie-Talkeetna Storage 7,200 2,400 2,400 33%- Matanuska Electric Association Total 7,200 2,400 2,400 33%- 56900 Maintenance of Structures Matanuska Electric Association AK Intertie-Maintenance of Structures 150,000 50,000 - 0%(50,000) Matanuska Electric Association Total 150,000 50,000 - 0%(50,000) 57000 Maintenance of Station Equip Chugach Electric Association AK Intertie-Teeland Substation 175,000 58,333 74,990 43%16,657 AK Intertie-Douglas Substation Communications - - 1,554 0%1,554 Chugach Electric Association Total 175,000 58,333 76,544 44%18,211 Golden Valley Electric AK Intertie-Healy, Cantwell, Goldhill 125,000 41,667 - 0%(41,667) AK Intertie-Cantwell 4S2 Switch Repair 306,000 102,000 - 0%(102,000) AK Intertie-Capacitor Spares 20,000 6,667 - 0%(6,667) Golden Valley Electric Total 451,000 150,333 - 0%(150,333) Matanuska Electric Association AK Intertie-Douglas Substation 25,000 8,333 1,441 6%(6,893) Matanuska Electric Association Total 25,000 8,333 1,441 6%(6,893) 57100 Maint of OH Lines Golden Valley Electric AK Intertie-Northern Maintenance 150,000 50,000 - 0%(50,000) AK Intertie-Landing Pads 75,000 25,000 - 0%(25,000) Golden Valley Electric Total 225,000 75,000 - 0%(75,000) AK Intertie-Southern Maint. (Incl Ground Insp) 140,000 46,667 - 0% (46,667) AK Intertie-Equipment Repair & Replacement 350,000 116,667 152,755 44%36,088 ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2023 THROUGH 10/31/2023 Page 2 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 10/31/2023 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2023 THROUGH 10/31/2023 Matanuska Electric Association Total 490,000 163,333 152,755 31%(10,579) 57101 Extra Ord Maint of OH Lines Golden Valley Electric AK Intertie-Re-level Structures & Adjust Guys 80,000 26,667 - 0%(26,667) Golden Valley Electric Total 80,000 26,667 - 0%(26,667) 57102 Maint OH Lines-ROW Clearing AK Intertie-Northern ROW Clearing 550,000 183,333 - 0%(183,333) AK Intertie-Northern ROW Remote Sensing 400,000 133,333 - 0%(133,333) Repair Tower 531 Foundation 150,000 50,000 - 0%(50,000) Repair Tower 532 Foundation 150,000 50,000 - 0%(50,000) Golden Valley Electric Total 1,250,000 416,667 - 0%(416,667) Matanuska Electric Association AK Intertie-Southern ROW Clearing 500,000 166,667 - 0%(166,667) AK Intertie-Southern ROW Remote Sensing 125,000 41,667 - 0%(41,667) Matanuska Electric Association Total 625,000 208,333 - 0%(208,333) 58306 Misc Admin Alaska Energy Authority AK Intertie-IMC Admin Cost (Audit, Meeting, Legal)20,000 6,667 2,661 13%(4,006) Alaska Energy Authority Total 20,000 6,667 2,661 13%(4,006) 58401 Insurance Premiums Alaska Energy Authority AK Intertie-Insurance 22,200 7,400 11,339 51%3,939 Alaska Energy Authority Total 22,200 7,400 11,339 51%3,939 Matanuska Electric Association AK Intertie-Insurance 14,800 4,933 - 0%(4,933) Matanuska Electric Association Total 14,800 4,933 - 0%(4,933) Total Total Expense 4,246,200 1,415,400 286,439 7%(1,128,961) Total Operating Expenses 4,246,200 1,415,400 286,439 7%(1,128,961) 71001 Total Expense, Budget Alaska Energy Authority Administrative Support Services 230,000 76,667 37,054 16%(39,613) Alaska Energy Authority Total 230,000 76,667 37,054 16%(39,613) Total Total Expense 230,000 76,667 37,054 16%(39,613) Total AEA Administration Expenses 230,000 76,667 37,054 16%(39,613) Total Expenses 4,476,200 1,492,067 323,493 7%(1,168,574) Surplus (Shortage)281,152 245,626 1,756,683 625%1,511,058 Page 3 of 4 Alaska Intertie FY24 Budget to Actuals Status Report for the Period 07/01/2023 through 10/31/2023 Budgeted Usage Actual Usage to Date GVEA MEA CEA TOTAL GVEA MEA CEA TOTAL MONTH MWH MWH MWH MWH MONTH MWH MWH MWH MWH Jul 11,500 1,993 - 13,493 Jul 21,896 2,018 - 23,914 Aug 13,600 2,034 - 15,634 Aug 18,254 2,288 - 20,542 Sep 14,050 1,972 - 16,022 Sep 19,556 2,225 - 21,781 Oct 23,500 2,036 - 25,536 Oct 28,980 2,109 - 31,089 Nov 25,190 2,273 - 27,463 Nov - - - - Dec 24,990 2,494 - 27,484 Dec - - - - Jan 25,470 2,495 - 27,965 Jan - - - - Feb 24,740 2,043 - 26,783 Feb - - - - Mar 21,230 2,158 - 23,388 Mar - - - - Apr 13,470 1,943 - 15,413 Apr - - - - May 20,380 1,871 - 22,251 May - - - - Jun 31,070 1,835 - 32,905 Jun - - - - TOTAL 249,190 25,147 - 274,337 TOTAL 88,686 8,640 - 97,326 INTERTIE PROJECTED ENERGY USAGE TO DATE (MWH)70,685 INTERTIE ACTUAL ENERGY USAGE TO DATE (MWH) 97,326 Budgeted Operating Costs for the Period 1,415,400$ Actual Operating Costs for the Period 286,439$ (based on amended budget) Budgeted Usage Revenue for the Period 870,839$ Actual (Billed) Usage Revenue for the Period 1,199,056$ (budgeted rate * projected usage)(budgeted rate * actual usage) Estimated Budgeted Energy Rate per MWH 16.72$ (based on budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate)12.32$ Projected Actual Energy Rate per MWH 2.46$ (based on minimum contract value)(based on actual costs and usage) Page 4 of 4 Intertie Management Committee Meeting IOC Report December 8, 2023 1. Intertie Operating Committee a. The IOC is reviewing an updated version of the Primary Frequency Response Standard that incorporates feedback from the IMC. Some of the changes include the incorporation of a spin allocation methodology, changing the standard to a policy under AKRES-001-2, and general cleanup of the language. A draft version of the policy should be ready for the IMC to review at their next meeting. b. A drat RFP for a study that will look at the impacts of upgrading the Alaska intertie to 230 kV was provided to the IOC for review. Funding for the study was included in the IMC’s 2024 budget and approval of the study is anticipated at the next IOC meeting. 2. System Studies Subcommittee a. The SSS provided an update on the sychrophaser project. No additional progress is anticipated until the first quarter of 2024 when the utilities will have time to allocate to this effort. Once the utilities can focus on developing a safe and secure method of transferring data, EPG will work with the utilities to implement their software. b. The SSS has contracted with NREL to study the impact of inverter-based resources (IBRs). The project is awaiting NDA approval from all utilities. Once NDA’s are fully executed data collection can move forward. 3. SCADA & telecommunications Subcommittee a. The committee has looked into developing a scope for upgraded communications between Douglas and Healy. There is available capacity on the state’s microwave system so GVEA is working with SEL on a scope to utilize this system. There is the potential that AEA could help fund part or all of this communication upgrade. A proposal from SEL is anticipated by January for the IOC to review.