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HomeMy WebLinkAbout2024-12-06 IMC Agenda and docs INTERTIE MANAGEMENT COMMITTEE (IMC) REGULAR MEETING December 6, 2024 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. AGENDA APPROVAL 5. PUBLIC COMMENTS 6. APPROVAL OF PRIOR MINUTES – September 27, 2024 7. NEW BUSINESS A. FY24 Estimated Surplus B. 2025 Proposed IMC Meeting Dates 8. OLD BUSINESS A. Primary Frequency Response 9. COMMITTEE REPORTS A. Budget vs. Actuals Mark Ziesmer B. IOC Committee Jon Sinclair C. Operator Report Russell Thornton 10. MEMBERS COMMENTS 11. NEXT MEETING DATE – January 17, 2025 (tentative) 12. ADJOURNMENT ALASKA INTERTIE - ACTUAL VS. BUDGET Estimated FY24 Surplus (to be refunded) $2,533,785.99 Actual Revenues 506,080.10 More than budgeted Actual Expenses 1,746,553.97 Less than budgeted Budgeted Surplus 281,151.92 2,533,785.99 Revenues: Total revenues increased in FY24 FY23 Revenue $2.55 million* 419,640$ capacity charge 254,442 mwhs @ 5.12 rate (Annual Budgeted Energy Rate (Billed Rate)) FY24 Revenue $5.26 million* 611,520$ capacity charge 297,535 mwhs @ 12.32 rate (Annual Budgeted Energy Rate (Billed Rate)) * includes investment interest and prior period credit Expenditures: Total expenses decreased in FY24 FY23 YTD Expenses $2,677,783 FY24 YTD Expenses $2,729,646 Total Expense Budget for FY24 is:4,476,200$ Report on variances of any budget line item greater than 5% of total expense ($223,810) and if the variance exceeds 15% of the budgeted line item Expenses (over) under FY24 expenses were less than budgeted by $2,033,678 (over) under FERC 566 Miscellaneous Transmission Expenses 504,792$ FERC 567 Transmission Expenses - Rent - FERC 569 Maintenance of Structures 144,796 FERC 570 Maintenance of Station Equipment 379,699 FERC 571 Maintenance of Overhead Lines 747,990 FERC 920 AEA Administrative Costs (24,493) FERC 920 IMC Administrative Costs (672) FERC 924 Property Insurance (5,558) 1,746,554$ H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY24\FY24 Refund\FY24 Refund Calculation BOTH CALCS - REVISED - to BSC Page 1 of 4 2024 Alaska Intertie Annual True-Up Calculation Total Refund Due To the Participants:$2,533,785.99 Intertie Operating Costs Surplus Calculation Total Operating Revenues-Usage Charges 3,665,631.20$ Total Operating Revenues-Capacity Charges 611,520.00$ Total Investment Interest 106,406.12$ Total Capital Credits / Other 113,874.62$ Total Operating Costs (2,454,481.27)$ Intertie Operating Costs Surplus 2,042,950.67$ - 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 (275,164.68)$ Intertie Administrative Costs Surplus 490,835.32$ - Total Refund Due to the Participants 2,533,785.99$ 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: Excess Revenues Allocation Calculation Energy Usage Operating Refund Participant Paid %Due to GVEA 3,335,553.76$ 91.00%1,859,085.11$ CEA - 0.00%-$ MEA 330,077.44$ 9.00%183,865.56$ Total FY24 Energy Charges 3,665,631.20$ 100.00%2,042,950.67$ See Alaska Intertie Agreement Section 7.4.4.1 Intertie Cost of Improvements: Revenue Deficiency Allocation Calculation Cost of Improvements Cost of Improvements Participant Contribution %Refund Due from GVEA -$ 33.34%-$ CEA -$ 33.33%-$ MEA -$ 33.33%-$ Total FY24 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%163,644.50$ CEA 255,333.33$ 33.33%163,595.41$ MEA 255,333.33$ 33.33%163,595.41$ Total FY24 Administrative Contribution 766,000.00$ 100.00%490,835.32$ See Alaska Intertie Agreement Section 7.4.5.2 Alaska Intertie Allocation of Surplus Total Refund Due to (from) the Participants: Operating Usage Administrative Cost of Improvements Total Refund Due Participant Refund Due to Refund Due to Refund Due from to Participant GVEA 1,859,085.11$ 163,644.50$ -$ 2,022,729.61$ CEA -$ 163,595.41$ -$ 163,595.41$ MEA 183,865.56$ 163,595.41$ -$ 347,460.97$ Total Refund Due As Per FY24 Annual True Up:2,533,785.99$ 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\FY24\FY24 Refund\FY24 Refund Calculation BOTH CALCS - REVISED - to BSC Page 2 of 4 ALASKA INTERTIE REVENUE VARIANCE REPORT FY24 MWH ACTUAL USAGE Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 TOTAL MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH GVEA 21,896 18,254 19,556 28,980 40,892 46,492 32,601 12,498 17,370 13,581 12,358 6,265 270,743 CURRENT VARIANCE 10,396 4,654 5,506 5,480 15,702 21,502 7,131 (12,242) (3,860) 111 (8,022) (24,805) 21,553 YTD VARIANCE 10,396 15,050 20,556 26,036 41,738 63,240 70,371 58,129 54,269 54,380 46,358 21,553 CEA - - - - - - - - - - - - CURRENT VARIANCE - - - - - - - - - - - - - YTD VARIANCE - - - - - - - - - - - - MEA 2,018 2,288 2,225 2,109 2,139 2,461 2,519 2,292 2,287 2,055 2,194 2,205 26,792 CURRENT VARIANCE 25 254 253 73 (134) (33) 24 249 129 112 323 370 1,645 YTD VARIANCE 25 279 532 605 471 438 462 711 840 952 1,275 1,645 TOTAL 23,914 20,542 21,781 31,089 43,031 48,953 35,120 14,790 19,657 15,636 14,552 8,470 297,535 CURRENT VARIANCE 10,421 4,908 5,759 5,553 15,568 21,469 7,155 (11,993) (3,731) 223 (7,699) (24,435) 23,198 YTD VARIANCE 10,421 15,329 21,088 26,641 42,209 63,678 70,833 58,840 55,109 55,332 47,633 23,198 ACTUAL REVENUES Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 TOTAL Rate per MWH 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ GVEA Energy Charges 269,759$ 224,889$ 240,930$ 357,034$ 503,789$ 572,781$ 401,644$ 153,975$ 213,998$ 167,318$ 152,251$ 77,185$ 3,335,554 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 305,760$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 305,760 YTD Actuals 596,796$ 842,964$ 1,105,171$ 1,483,483$ 2,008,550$ 2,602,609$ 3,025,531$ 3,200,784$ 3,436,060$ 3,624,656$ 3,798,185$ 3,896,647$ 3,896,647 YTD Variance 128,079$ 185,416$ 253,250$ 320,764$ 514,212$ 779,117$ 866,971$ 716,149$ 668,594$ 669,962$ 571,131$ 265,533$ 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 216,384$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 216,384 YTD Actuals 237,662$ 258,940$ 280,217$ 301,495$ 322,773$ 344,051$ 365,328$ 386,606$ 407,884$ 429,162$ 450,440$ 471,717$ 471,717 YTD Variance -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ MEA Energy Charges 24,862$ 28,188$ 27,412$ 25,983$ 26,352$ 30,320$ 31,034$ 28,237$ 28,176$ 25,318$ 27,030$ 27,166$ 330,077 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 89,376$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 89,376 YTD Actuals 135,516$ 184,981$ 233,671$ 280,932$ 328,562$ 380,159$ 432,471$ 481,987$ 531,440$ 578,036$ 626,343$ 674,787$ 674,787 YTD Variance 308$ 3,437$ 6,554$ 7,454$ 5,803$ 5,396$ 5,692$ 8,760$ 10,349$ 11,729$ 15,708$ 20,266$ TOTAL ENERGY CHARGES 294,620$ 253,077$ 268,342$ 383,016$ 530,142$ 603,101$ 432,678$ 182,213$ 242,174$ 192,636$ 179,281$ 104,350$ 3,665,631 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 611,520$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 611,520 YTD TOTAL REVENUES 969,974$ 1,286,885$ 1,619,060$ 2,065,910$ 2,659,885$ 3,326,819$ 3,823,331$ 4,069,377$ 4,375,385$ 4,631,853$ 4,874,967$ 5,043,151$ 5,043,151 YTD TOTAL VARIANCE 128,387$ 188,853$ 259,804$ 328,217$ 520,015$ 784,513$ 872,663$ 724,909$ 678,943$ 681,690$ 586,839$ 285,799$ H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY24\FY24 Refund\FY24 Refund Calculation BOTH CALCS - REVISED - to BSC Page 3 of 4 ALASKA INTERTIE REVENUE VARIANCE REPORT FY24 MWH PROJECTIONS Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 TOTAL MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH MWH GVEA 11,500 13,600 14,050 23,500 25,190 24,990 25,470 24,740 21,230 13,470 20,380 31,070 249,190 YTD 11,500 25,100 39,150 62,650 87,840 112,830 138,300 163,040 184,270 197,740 218,120 249,190 CEA - - - - - - - - - - - - - YTD - - - - - - - - - - - - MEA 1,993 2,034 1,972 2,036 2,273 2,494 2,495 2,043 2,158 1,943 1,871 1,835 25,147 YTD 1,993 4,027 5,999 8,035 10,308 12,802 15,297 17,340 19,498 21,441 23,312 25,147 TOTAL 13,493 15,634 16,022 25,536 27,463 27,484 27,965 26,783 23,388 15,413 22,251 32,905 274,337 YTD 13,493 29,127 45,149 70,685 98,148 125,632 153,597 180,380 203,768 219,181 241,432 274,337 BUDGETED REVENUES Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 TOTAL Budgeted Rate per MWH 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ 12.32$ GVEA Energy Charges 141,680$ 167,552$ 173,096$ 289,520$ 310,341$ 307,877$ 313,790$ 304,797$ 261,554$ 165,950$ 251,082$ 382,782$ 3,070,021 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 305,760$ 305,760 YTD 468,718$ 657,548$ 851,921$ 1,162,719$ 1,494,338$ 1,823,492$ 2,158,560$ 2,484,635$ 2,767,466$ 2,954,695$ 3,227,054$ 3,631,114$ 3,631,114 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 216,384$ 216,384 YTD 237,662$ 258,940$ 280,217$ 301,495$ 322,773$ 344,051$ 365,328$ 386,606$ 407,884$ 429,162$ 450,440$ 471,717$ 471,717 MEA Energy Charges 24,554$ 25,059$ 24,295$ 25,084$ 28,003$ 30,726$ 30,738$ 25,170$ 26,587$ 23,938$ 23,051$ 22,607$ 309,811 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 89,376$ 89,376 YTD 135,208$ 181,544$ 227,117$ 273,478$ 322,759$ 374,763$ 426,779$ 473,227$ 521,091$ 566,307$ 610,635$ 654,520$ 654,520 TOTAL ENERGY CHARGES 166,234$ 192,611$ 197,391$ 314,604$ 338,344$ 338,603$ 344,529$ 329,967$ 288,140$ 189,888$ 274,132$ 405,390$ 3,379,832 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 611,520$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 611,520 YTD 841,587$ 1,098,031$ 1,359,256$ 1,737,693$ 2,139,870$ 2,542,306$ 2,950,668$ 3,344,468$ 3,696,442$ 3,950,163$ 4,288,129$ 4,757,352$ 4,757,352 285,799 H:\Accounting\02 OWNED ASSETS_ AEA\AK Intertie\FY24\FY24 Refund\FY24 Refund Calculation BOTH CALCS - REVISED - to BSC Page 4 of 4 Alaska Energy Authority AK Intertie Budget to Actual Revenues and Expenses 07/01/2023 to 06/30/2024 Page 1 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 06/30/2024 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance Revenue From Utilities AKI-GVEA 3,631,114 3,631,114 3,896,647 107%265,533 AKI-CEA 471,717 471,717 471,717 100%- AKI-MEA 654,520 654,520 674,787 103%20,266 Total Revenue From Utilities 4,757,352 4,757,352 5,043,151 106%285,799 Interest - - 106,406 0% 106,406 Other - - 113,875 0%113,875 Total Revenues 4,757,352 4,757,352 5,263,432 111%506,080 Total Revenues 4,757,352 4,757,352 5,263,432 111%506,080 56600 Misc Transmission Expense Alaska Energy Authority AK Intertie-Cell Phone Comm. Svc. for Wx Monitorng 13,000 13,000 12,007 92%(993) AK Intertie-Miscellaneous Studies as Needed 516,000 516,000 57,544 11%(458,456) Alaska Energy Authority Total 529,000 529,000 69,551 13%(459,449) Golden Valley Electric AK Intertie-Private Line Telephone Service SCADA 6,000 6,000 2,315 39%(3,685) Golden Valley Electric Total 6,000 6,000 2,315 39%(3,685) 56601 Weather Monitoring Batteries Alaska Energy Authority AK Intertie-SLMS Support & Intertie Ground Patrol 175,000 175,000 133,342 76%(41,658) Alaska Energy Authority Total 175,000 175,000 133,342 76%(41,658) 56700 Rents Alaska Energy Authority AK Intertie-Alaska Railroad 1,000 1,000 1,000 100%- Alaska Energy Authority Total 1,000 1,000 1,000 100%- Matanuska Electric Association AK Intertie-Talkeetna Storage 7,200 7,200 7,200 100%- Matanuska Electric Association Total 7,200 7,200 7,200 100%- 56900 Maintenance of Structures Matanuska Electric Association AK Intertie-Maintenance of Structures 150,000 150,000 5,204 3%(144,796) Matanuska Electric Association Total 150,000 150,000 5,204 3%(144,796) 57000 Maintenance of Station Equip Chugach Electric Association AK Intertie-Teeland Substation 175,000 175,000 168,737 96%(6,263) AK Intertie-Douglas Substation Communications - - 6,787 0%6,787 Chugach Electric Association Total 175,000 175,000 175,523 100%523 Golden Valley Electric AK Intertie-Healy, Cantwell, Goldhill 125,000 125,000 80,624 64%(44,376) AK Intertie-SCADA Maint Healy, Cantwell, Goldhill - - 1,120 0%1,120 AK Intertie-Cantwell 4S2 Switch Repair 306,000 306,000 748 0%(305,252) AK Intertie-Capacitor Spares 20,000 20,000 - 0%(20,000) AK Intertie-Healy&Goldhill Digital Fault Recorders - - 6,046 0%6,046 AK Intertie-Goldhill SVC Cooling - - 2,059 0%2,059 Golden Valley Electric Total 451,000 451,000 90,597 20%(360,403) Matanuska Electric Association AK Intertie-Douglas Substation 25,000 25,000 5,181 21%(19,819) Matanuska Electric Association Total 25,000 25,000 5,181 21%(19,819) 57100 Maint of OH Lines Golden Valley Electric AK Intertie-Northern Maintenance 150,000 150,000 99,237 66%(50,763) AK Intertie-Landing Pads 75,000 75,000 - 0%(75,000) ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2023 THROUGH 06/30/2024 Page 2 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 06/30/2024 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 06/30/2024 Golden Valley Electric Total 225,000 225,000 99,237 44%(125,763) AK Intertie-Special Patrols (Incl Foundation Insp) - - 6,510 0% 6,510 AK Intertie-Southern Maint. (Incl Ground Insp)140,000 140,000 - 0%(140,000) AK Intertie-Equipment Repair & Replacement 350,000 350,000 152,755 44%(197,245) Matanuska Electric Association Total 490,000 490,000 159,265 33%(330,735) 57101 Extra Ord Maint of OH Lines Golden Valley Electric AK Intertie-Re-level Structures & Adjust Guys 80,000 80,000 - 0%(80,000) Golden Valley Electric Total 80,000 80,000 - 0%(80,000) 57102 Maint OH Lines-ROW Clearing AK Intertie-Northern ROW Clearing 550,000 550,000 626,189 114%76,189 AK Intertie-Northern ROW Remote Sensing 400,000 400,000 335,516 84%(64,484) AK Intertie-Repair Tower 531 Foundation 150,000 150,000 154,915 103%4,915 AK Intertie-Repair Tower 532 Foundation 150,000 150,000 154,915 103%4,915 Golden Valley Electric Total 1,250,000 1,250,000 1,271,535 102%21,535 Matanuska Electric Association AK Intertie-Southern ROW Clearing 500,000 500,000 287,124 57%(212,876) AK Intertie-Southern ROW Remote Sensing 125,000 125,000 104,849 84%(20,151) Matanuska Electric Association Total 625,000 625,000 391,972 63%(233,028) 58306 Misc Admin Alaska Energy Authority AK Intertie-IMC Admin Cost (Audit, Meeting, Legal)20,000 20,000 20,672 103%672 Alaska Energy Authority Total 20,000 20,000 20,672 103%672 58401 Insurance Premiums Alaska Energy Authority AK Intertie-Insurance 22,200 22,200 22,673 102%473 Alaska Energy Authority Total 22,200 22,200 22,673 102%473 Matanuska Electric Association AK Intertie-Insurance 14,800 14,800 19,885 134%5,085 Matanuska Electric Association Total 14,800 14,800 19,885 134%5,085 Total Total Expense 4,246,200 4,246,200 2,475,153 58%(1,771,047) Total Operating Expenses 4,246,200 4,246,200 2,475,153 58%(1,771,047) 71001 Total Expense, Budget Alaska Energy Authority Administrative Support Services 230,000 230,000 254,493 111%24,493 Alaska Energy Authority Total 230,000 230,000 254,493 111%24,493 Total Total Expense 230,000 230,000 254,493 111%24,493 Total AEA Administration Expenses 230,000 230,000 254,493 111%24,493 Total Expenses 4,476,200 4,476,200 2,729,646 61%(1,746,554) Surplus (Shortage)281,152 281,152 2,533,786 901%2,252,634 Page 3 of 4 Alaska Intertie FY24 Budget to Actuals Status Report for the Period 07/01/2023 through 06/30/2024 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 40,892 2,139 - 43,031 Dec 24,990 2,494 - 27,484 Dec 46,492 2,461 - 48,953 Jan 25,470 2,495 - 27,965 Jan 32,601 2,519 - 35,120 Feb 24,740 2,043 - 26,783 Feb 12,498 2,292 - 14,790 Mar 21,230 2,158 - 23,388 Mar 17,370 2,287 - 19,657 Apr 13,470 1,943 - 15,413 Apr 13,581 2,055 - 15,636 May 20,380 1,871 - 22,251 May 12,358 2,194 - 14,552 Jun 31,070 1,835 - 32,905 Jun 6,265 2,205 - 8,470 TOTAL 249,190 25,147 - 274,337 TOTAL 270,743 26,792 - 297,535 INTERTIE PROJECTED ENERGY USAGE TO DATE (MWH)274,337 INTERTIE ACTUAL ENERGY USAGE TO DATE (MWH) 297,535 Budgeted Operating Costs for the Period 4,246,200$ Actual Operating Costs for the Period 2,475,153$ (based on amended budget) Budgeted Usage Revenue for the Period 3,379,832$ Actual (Billed) Usage Revenue for the Period 3,665,631$ (budgeted rate * projected usage)(budgeted rate * actual usage) Estimated Budgeted Energy Rate per MWH 12.92$ (based on budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate)12.32$ Projected Actual Energy Rate per MWH 6.95$ (based on minimum contract value)(based on actual costs and usage) Page 4 of 4 2025 Proposed IMC Meeting Dates: January 17, 2025 March 21, 2025 May 2, 2025 June 20, 2025 July 25, 2025 September 26, 2025 December 5, 2025 Alaska Energy Authority AK Intertie Budget to Actual Revenues and Expenses 07/01/2024 to 10/31/2024 Page 1 of 4 FY25 Approved Budget BUDGET 07/01/2024 - 10/31/2024 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance Revenue From Utilities AKI-GVEA 2,838,837 1,230,633 1,070,696 38%(159,937) AKI-CEA 431,626 257,181 257,181 60%- AKI-MEA 695,903 277,244 275,788 40%(1,456) Total Revenue From Utilities 3,966,365 1,765,058 1,603,665 40%(161,393) Interest - - 55,550 0%55,550 Other - - - 0%- Total Revenues 3,966,365 1,765,058 1,659,215 42%(105,843) Total Revenues 3,966,365 1,765,058 1,659,215 42%(105,843) 56600 Misc Transmission Expense Alaska Energy Authority AK Intertie-Cell Phone Comm. Svc. for Wx Monitorng 13,000 4,333 2,001 15%(2,333) AK Intertie-Miscellaneous Studies as Needed 515,000 171,667 - 0%(171,667) Alaska Energy Authority Total 528,000 176,000 2,001 0%(173,999) 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 - 0%(58,333) Alaska Energy Authority Total 175,000 58,333 - 0%(58,333) 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 550,000 183,333 - 0%(183,333) Matanuska Electric Association Total 550,000 183,333 - 0%(183,333) 57000 Maintenance of Station Equip Chugach Electric Association AK Intertie-Teeland Substation 175,000 58,333 29,829 17%(28,504) AK Intertie-Douglas Substation Communications 2,400 800 - 0%(800) Chugach Electric Association Total 177,400 59,133 29,829 17%(29,304) Golden Valley Electric AK Intertie-GVEA SVC Project 50,000 16,667 - 0%(16,667) AK Intertie-Healy, Cantwell, Goldhill 64,500 21,500 - 0%(21,500) AK Intertie-Cantwell 4S2 Switch Repair 306,000 102,000 - 0%(102,000) AK Intertie-HLSB Sync PT Replacement 25,000 8,333 - 0%(8,333) AK Intertie-Replace Healy Substation Breaker 350,000 116,667 - 0%(116,667) Golden Valley Electric Total 795,500 265,167 - 0%(265,167) Matanuska Electric Association AK Intertie-Douglas Substation 25,000 8,333 5,044 20%(3,289) Matanuska Electric Association Total 25,000 8,333 5,044 20%(3,289) 57100 Maint of OH Lines AK Intertie-Landing Pads 75,000 25,000 - 0%(25,000) AK Intertie-Special Patrols (Incl Foundation Insp) 80,000 26,667 - 0%(26,667) ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2024 THROUGH 10/31/2024 Page 2 of 4 FY25 Approved Budget BUDGET 07/01/2024 - 10/31/2024 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 07/01/2024 THROUGH 10/31/2024 Golden Valley Electric Total 155,000 51,667 - 0%(51,667) Matanuska Electric Association AK Intertie-Special Patrols (Incl Foundation Insp) 15,000 5,000 19,982 133%14,982 AK Intertie-Southern Maint. (Incl Ground Insp) 140,000 46,667 - 0%(46,667) Matanuska Electric Association Total 155,000 51,667 19,982 13%(31,684) 57102 Maint OH Lines-ROW Clearing Golden Valley Electric AK Intertie-Northern ROW Clearing 550,000 183,333 - 0%(183,333) Golden Valley Electric Total 550,000 183,333 - 0%(183,333) Matanuska Electric Association AK Intertie-Southern ROW Clearing 300,000 100,000 47,854 16%(52,146) AK Intertie-Southern ROW Remote Sensing 10,000 3,333 - 0%(3,333) Matanuska Electric Association Total 310,000 103,333 47,854 15%(55,479) 58306 Misc Admin Alaska Energy Authority AK Intertie-IMC Admin Cost (Audit, Meeting, Legal) 20,000 6,667 4,697 23%(1,970) Alaska Energy Authority Total 20,000 6,667 4,697 23%(1,970) 58401 Insurance Premiums Alaska Energy Authority AK Intertie-Insurance 22,200 7,400 14,476 65%7,076 Alaska Energy Authority Total 22,200 7,400 14,476 65%7,076 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 3,492,100 1,164,033 127,283 4%(1,036,750) Total Operating Expenses 3,492,100 1,164,033 127,283 4%(1,036,750) 71001 Total Expense, Budget Alaska Energy Authority Administrative Support Services 250,000 83,333 - 0%(83,333) Alaska Energy Authority Total 250,000 83,333 - 0%(83,333) Total Total Expense 250,000 83,333 - 0%(83,333) Total AEA Administration Expenses 250,000 83,333 - 0%(83,333) Total Expenses 3,742,100 1,247,366 127,283 3%(1,120,083) Surplus (Shortage)224,265 517,692 1,531,932 683%1,014,240 Page 3 of 4 Alaska Intertie FY24 Budget to Actuals Status Report for the Period 07/01/2024 through 10/31/2024 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 12,275 2,187 - 14,462 Jul 9,839 2,309 - 12,148 Aug 14,077 2,295 - 16,372 Aug 8,590 2,300 - 10,890 Sep 14,766 2,210 - 16,976 Sep 16,901 2,125 - 19,026 Oct 27,634 2,165 - 29,799 Oct 21,194 2,011 - 23,205 Nov 27,147 2,339 - 29,486 Nov - - - - Dec 26,405 2,633 - 29,038 Dec - - - - Jan 11,268 2,458 - 13,726 Jan - - - - Feb 11,151 2,261 - 13,412 Feb - - - - Mar 7,727 2,466 - 10,193 Mar - - - - Apr 10,367 2,258 - 12,625 Apr - - - - May 10,823 2,321 - 13,144 May - - - - Jun 4,728 1,935 - 6,662 Jun - - - - TOTAL 178,366 27,527 - 205,893 TOTAL 56,524 8,745 - 65,269 INTERTIE PROJECTED ENERGY USAGE TO DATE (MWH) 77,608 INTERTIE ACTUAL ENERGY USAGE TO DATE (MWH) 65,269 Budgeted Operating Costs for the Period 1,164,033$ Actual Operating Costs for the Period 127,283$ (based on amended budget) Budgeted Usage Revenue for the Period 1,015,111$ Actual (Billed) Usage Revenue for the Period 853,719$ (budgeted rate * projected usage) (budgeted rate * actual usage) Estimated Budgeted Energy Rate per MWH 12.52$ (based on budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate) 13.08$ Projected Actual Energy Rate per MWH 1.63$ (based on minimum contract value) (based on actual costs and usage) Page 4 of 4 Intertie Management Committee Meeting IOC Report December 6, 2024 1. Intertie Operating Committee a. The committee discussed potentially increasing spinning reserves to accommodate tie line events when power flows through the lines are greater than the largest single generation contingency. No decision was made, but costs associated with the additional spin would be reviewed and additional discussion is anticipated at the next IOC. b. The Douglas Substation control enclosure has been experiencing frost jacking resulting in an elevation change of approximately 8” between the east and west ends. The IOC has worked with EPS to evaluate the situation, and they recommend moving the enclosure and installing deeper piles. The cost estimate for this work is $200k and these costs were not in the 2025 budget. The IOC is recommending moving forward with this unbudgeted repair. Once IMC approval is provided, the repair work will begin. c. The Healy SVC has seen issues recently resulting in the SVC tripping offline. The 2025 budget includes $50k for GE, the OEM, to investigate the issues and provide recommendations to resolve them. However, GE is requesting $120k to complete their analysis and provide recommendations. An additional $70k of unbudgeted funds is needed for GE to move forward. The IOC is recommending moving forward with this unbudgeted so GE can provide recommendations. 2. System Studies Subcommittee a. EPS is performing a system impact study that focuses on upgrading the Kenai to Anchorage and Anchorage to Healy transmission lines to 230 kV. The study is ongoing, and results are not anticipated until Q4 or early 2025. b. A contract was executed with Telos Energy, Inc. in November to perform a system wide IBR study. A kickoff meeting is scheduled for early December and the study is anticipated to run through the third quarter of 2025.