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HomeMy WebLinkAbout2026-03-20_IMC-Meeting-AgendaINTERTIE MANAGEMENT COMMITTEE (IMC) REGULAR MEETING March 20, 2026 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 – February 10, 2026 7.OLD BUSINESS A.FY2026 Budget Amendment 1 B.RCA Docket U-25-028 8.NEW BUSINESS 9.COMMITTEE REPORTS Mark Ziesmer Mike Miller A.Budget Vs. Actuals B.IOC Report C.Operator Report Mike Miller 10.EXECUTIVE SESSION (Bylaws Section 5.11.3) – To discuss confidential (1) mattersthe immediate knowledge of which would clearly have an adverse effect upon thefinances of AEA, the Intertie, or the IMC or any of its Members; (2) mattersinvolving consideration of records that by law are not subject to public disclosure. 11.MEMBERS COMMENTS 12.NEXT MEETING DATE – May 1, 2026 13.ADJOURNMENT IMC Meeting Minutes – February 10, 2026 Page 1 of 2 Alaska Intertie Management Committee (IMC) SPECIAL MEETING MINUTES Tuesday, February 10, 2026 1. CALL TO ORDER Chair Tony Zellers called the meeting of the Alaska Intertie Management Committee to order on February 10, 2026, at 1:00 p.m. 2. ROLL CALL FOR COMMITTEE MEMBERS Members present: Tony Zellers (Matanuska Electric Association (MEA)); Andrew Laughlin (Chugach Electric Association (CEA)); Dan Bishop (Golden Valley Electric Association (GVEA)); and Bill Price (Alaska Energy Authority (AEA)). A quorum was established. 3. PUBLIC ROLL CALL Public present: Jennifer Bertolini (AEA); Vienna Vaden (AEA); Curtis Thayer (AEA); Mark Ziesmer (AEA); Jonathan Green (Guess & Rudd PC); Ashley Brown (Guess & Rudd PC); Matt Clarkson (CEA); Paul Millwood (CEA); David Pease (MEA); and Jon Sinclair (MEA); Kim Henkel (MEA) Nathan Minnenma (GVEA). 4. AGENDA APPROVAL MOTION: A motion was made by Mr. Price to approve the agenda. Motion seconded by Mr. Laughlin. The motion to approve the agenda passed unanimously. 5. PUBLIC COMMENTS There were no public comments. 6. APPROVAL OF THE PRIOR MINUTES – January 16, 2026 MOTION: A motion was made by Mr. Laughlin to approve the January 16, 2026 Meeting Minutes. Motion seconded by Mr. Price. The motion to approve the January 16, 2026 minutes passed unanimously. 7. NEW BUSINESS A. Introduction to new IM Attorney(s) – Jonathan D. Green and Ashly Brown IMC Meeting Minutes – February 10, 2026 Page 2 of 2 Chari Zellers introduced Jonathn D. Green and Ashley C. Brown of Guess & Rudd, PC as the new IMC legal counsel. Mr. Green stated Ashley and I are excited to be working with the IMC specifically for the upcoming RCA Matter U-25-028. Ashley will initially be more involved in the RCA Matter than regular meetings will require. Mr. Green provided his experience including working for Guess & Rudd for past year. Prior to that with Kemppel, Huffman and Ellis as Associate and Shareholder since 2015. He stated 90% of his career has been regarding utility issues in Alaska as outside general counsel or regulatory counsel before the RCA. Mr. Green noted he has been involved in matters involving the IMC utility members. He looks forward to helping the IMC. He appreciated the work done by Ascent Law Partners and for the excellent briefing Mr. Paisner provided in the docket. We look forward to carrying on through the hearing and developing a solid strategy for the IMC that reflects the interests of its members. Ms. Brown stated she joined Guess & Rudd PC as a shareholder last July and prior to that she was at Kemppel Huffman and Ellis for 5 years. Prior to that she worked with h State of Alaska department of Law in the Civil Division. MOTION: A motion was made by Mr. Laughlin to enter into Executive Session to discuss confidential matters which by law are required to be confidential and matters the immediate knowledge of which would clearly have an adverse effect upon the finances of AEA, the Intertie, or the IMC or any of its members. Motion seconded by Mr. Bishop. The motion to enter into executive session passed unanimously. 8. EXECUTIVE SESSION: 1:13 p.m. – (Bylaws Section 5.11.3 (d)) To discuss confidential legal matters which by law are required to be confidential. The Committee reconvened its regular meeting at 2:26 P.M., Chair Zellers advised that the Committee did not take any formal action on the matters discussed while in executive session. MOTION: A motion was made by Mr. Laughlin that the IMC Chair coordinate and work with the IMC Counsel on behalf of the IMC for the RTO hearing. Motion seconded by Mr. Bishop. The motion to authorize the IMC chair to work with IMC Counsel on behalf of the IMC for the RTO hearing passed unanimously. 9. MEMBERS COMMENTS IMC Meeting Minutes – February 10, 2026 Page 3 of 2 Mr. Biship appreciated the work of AEA to bring Jonathan and Ashley on board. He thanked Jonathan and Ashley for their in-depth review and efforts after the departure of prior counsel. Mr. Price noted the new counsel has a long month ahead with the RCA hearing. He looks forward to working with them. Mr. Laughlin agreed with prior comments and stated he is looking forward to working with Jonathan and Ashley and to updates as things progress. Mr. Zellers also welcomed Jonathan and Ashley and stated he will get to know them well in the next month at the hearing. 10. NEXT MEETING DATE – March 20, 2026, at 9:00 a.m. Chair Zellers indicated that the next meeting date is March 20, 2026, 10. ADJOURNMENT There being no further business of the IMC, the meeting adjourned at 2:30 p.m. __________________________ Tony Zellers, Chair __________________________ Bill Price, AEA Secretary Alaska Energy Authority Alaska Intertie Date: January 16, 2026 Proposed FY2026 Budget Amendment 1 Page 1 of 11 ALASKA ENERGY AUTHORITY ALASKA INTERTIE Proposed FY2026 Budget Amendment 1 Contents Description Page # Proposed FY26 Amend 1 Budget Summary 3 Proposed FY26 Amend 1 O&M Budget 4-5 Proposed FY26 Amend 1 Grant Budget 6 Approved FY26 Grant Budget 7 Proposed FY26 Amend 1 Usage Projection 8 Approved FY26 Usage Projection 9 Proposed FY26 Amend 1 AK Intertie MITCR 10 Approved FY26 AK Intertie MITCR 11 Page 2 of 11 Proposed FY2026 Budget Amendment 1 Proposed FY26 Amend 1 Budget Summary Revenues O&M Grant Total Total GVEA Total CEA Total MEA Total HEA Total Revenue from Operations 4,171,164 - 4,171,164 2,593,498 379,452 1,198,215 - 4,171,164 Grant Match - 84,839 84,839 69,389 5,018 9,487 946 84,839 4,171,164 84,839 4,256,003 2,662,887 384,470 1,207,702 946 4,256,003 Expenses Operations 3,350,700 - 3,350,700 Admin 567,000 - 567,000 Grant - 84,839 84,839 3,917,700 84,839 4,002,539 Surplus/(Shortage) 253,464 - 253,464 Approved FY26 Budget Summary Revenues O&M Grant Total Total GVEA Total CEA Total MEA Total HEA Total Revenue from Operations 3,902,770 - 3,902,770 2,414,328 365,464 1,122,978 - 3,902,770 Grant Match - 291,558 291,558 238,795 18,847 32,970 946 291,558 3,902,770 291,558 4,194,328 2,653,124 384,311 1,155,948 946 4,194,328 Expenses Operations 3,100,700 - 3,100,700 Admin 567,000 - 567,000 Grant - 291,558 291,558 3,667,700 291,558 3,959,258 Surplus/(Shortage) 235,070 - 235,070 (Total Paid by Utilities) (Total Paid by Utilities) Page 3 of 11 Proposed FY2026 Budget Amendment 1 Proposed FY26 Amend 1 O&M Budget data @ 1/7/26 FY25 Approved Proposed Proposed FY23 FY24 FY25 Actual FY26 FY26 FY26 Actual Actual Actual @10/30/25 Budget Changes Amend Budget REVENUES GVEA 1,632,539 3,896,647 2,654,471 908,008 2,414,328 179,169 2,593,498 CEA 405,435 471,717 462,878 239,464 365,464 13,988 379,452 MEA 450,409 674,787 803,910 468,188 1,122,978 75,237 1,198,215 INTEREST 58,625 106,406 118,200 27,607 - - - OTHER 27,357 113,875 - - - - TOTAL REVENUES 2,574,364 5,263,432 4,039,459 1,643,266 3,902,770 268,395 4,171,164 EXPENSES FERC 562 - Station Operation Expenses GVEA - Substation Electricity Usage 478 - - - - - - 478 - - - - - - FERC 566 - Miscellaneous Transmission Expense Private Line Telephone Service for AKI SCADA (GVEA)5,788 2,315 13,240 6,591 85,000 - 85,000 Cell Phone Comm. Svc for Weather Monitoring (Verizon)11,983 12,007 6,431 - - - - SLMS Support and Intertie Ground Patrol 145,346 133,342 18,971 - 175,000 - 175,000 163,116 147,664 38,642 6,591 260,000 - 260,000 FERC 567 - Transmission Expenses - Rents Rents - Alaska Railroad 1,500 1,000 1,000 1,000 1,000 - 1,000 MEA - Talkeetna Storage 7,200 7,200 7,200 2,400 7,200 - 7,200 Equipment Rental 102 - - - - - 8,802 8,200 8,200 3,400 8,200 - 8,200 FERC 569 Maintenance of Structures MEA - Insulator & Str Replacement (Teeland to Douglas)- - - - 350,000 (250,000) 100,000 MEA - Maintenance of Structures - 5,204 - - 100,000 - 100,000 - 5,204 - - 450,000 (250,000) 200,000 FERC 570 - Maintenance of Station Equipment GVEA - HLSB17 Sync PT Replacement - - 94,455 409 50,000 - 50,000 GVEA - Healy, Cantwell, Goldhill 141,248 80,624 37,514 - 54,500 - 54,500 GVEA - SCADA Maintenance Healy, Cantwell, Gold Hill 1,120 - - 10,000 - 10,000 GVEA - Replace Healy Substation Breaker - - 336,527 1,100 - - - GVEA - Healy and Goldhill Digital Fault Recorders - 6,046 - - - - - GVEA - Gold Hill SVC Cooling - 2,059 - - - - - GVEA - Cantwell Install Breakers or Load Break Switches - - 682,125 - - - - GVEA - Cantwell 4S2 Switch Repair 43,217 748 - - - - - GVEA - Perform Maintenance, repaint Reactors Healy SVC Yard 4,472 - - - - - - GVEA - Perform Maintenance, repaint Reactors Gold Hill SVC Yard - - - - - - - GVEA - Mobile Substation Site - - - - - - - GVEA - SVC Insulator Replacements - Healy and Gold hill - - - - 10,000 - 10,000 GVEA - SVC Capacitor Spares - - 38,499 - - - - GVEA - Redesign Healy SVC 138 kV Interconnection - - - - 50,000 - 50,000 GVEA - Intertie - SVC Project - 3,693 - - - - CEA - Teeland Substation Communication - 6,787 - - 5,000 - 5,000 CEA - Teeland Substation 74,128 168,737 87,080 55,078 180,000 - 180,000 CEA - Douglas Substation Communication - - 6,866 3,497 5,000 - 5,000 MEA - Douglas Substation - 5,181 286,046 211,001 150,000 100,000 250,000 MEA - Douglas Substation 138 kV BKR Inspections - - - - - - - CEA - Telecomm Support (Douglas, Teeland, Anc-Fbks Leased Circuits)- - - 78,812 100,000 400,000 500,000 263,065 271,301 1,572,805 349,896 614,500 500,000 1,114,500 Page 4 of 11 FERC 571 - Maintenance of Overhead Lines GVEA - Northern Maintenance 99,464 99,237 86,109 - 103,000 - 103,000 GVEA-Private Line Telephone Service - - - - - - GVEA - Northern ROW Clearing 328,252 626,189 581,075 - 600,000 - 600,000 GVEA - Northern ROW Clearing - Remote Sensing Analysis - 335,516 - - - - - GVEA - Landing Pads - - - - 60,000 - 60,000 GVEA - Re-level Structures & Adjust Guys - - - - - - - GVEA - Repair Tower 616 Foundation - - 8,000 500,000 - 500,000 GVEA - Repair Tower 531 Foundation - 154,915 - - - - - GVEA - Repair Tower 532 Foundation - 154,915 - - - - - GVEA - Helicopter Patrols - - - - - - - MEA - Special Patrols [Incl Helicopter Inspections]11,603 6,510 45,059 - 50,000 - 50,000 MEA - Southern Maint (Incl Ground and Climbing Inspect)78,729 - - 10,891 125,000 - 125,000 MEA - Southern ROW Clearing 525,520 287,124 50,220 - 175,000 - 175,000 MEA - Southern ROW Remote Sensing and Analysis - 104,849 5,561 - 10,000 - 10,000 MEA - Equipment Repair and Replacement 803,393 152,755 23,023 - 100,000 - 100,000 1,846,961 1,922,010 791,046 18,891 1,723,000 - 1,723,000 FERC 924 - Property Insurance AK Intertie - Insurance 40,178 42,558 48,653 14,642 45,000 - 45,000 40,178 42,558 48,653 14,642 45,000 - 45,000 Intertie Operating Costs Total 2,322,601 2,396,938 2,459,345 393,421 3,100,700 250,000 3,350,700 FERC 920 - AEA Administrative Costs Personal Services, Travel and Other Costs 190,236 254,493 367,055 72,148 300,000 - 300,000 190,236 254,493 367,055 72,148 300,000 - 300,000 FERC 920 - IMC Administrative Costs IMC Administrative Costs (Audit, meetings, legal) 14,579 20,672 15,220 15,533 20,000 - 20,000 14,579 20,672 15,220 15,533 20,000 - 20,000 FERC 566 - Miscellaneous Transmission Expense Misc Studies: System Reserves Study (IBR), PSS/E maint, 230 kV Upgrade System Impact Study 150,368 57,544 134,247 84,045 180,000 - 180,000 LIDAR study (complete lidar, vegetation, PLS CADD file with drawings, structure/foundation movement, infrared, and imaging) - - - - - - - PSSE Maintenance - - - - 27,000 - 27,000 EPRI (Annual Cost)- - - - 40,000 - 40,000 150,368 57,544 134,247 84,045 247,000 - 247,000 Intertie Administration Costs Total 355,182 332,708 516,522 171,726 567,000 - 567,000 TOTAL EXPENSE 2,677,783 2,729,646 2,975,867 565,147 3,667,700 250,000 3,917,700 SURPLUS (SHORTAGE) (103,419) 2,533,786 1,063,591 1,078,120 235,070 18,395 253,464 Page 5 of 11 Proposed FY2026 Budget Amendment 1 Utility Grant Matching Contributions Proposed FY26 Amend 1 Grant Budget Snow Loading Grant to re-insulate from Douglas north 80 miles (Approved Allocation Option #2 - Revenue excluding Admin Fee from Allocation) GVEA Grant Submittal to AEA ($13.8M grant with $3M in matching funds & $500k in-kind in-house labor) AEA to revise per agreed payment (Anticipating July 2025 start) 75,000$ Percent FY26 Power Purchaser Share Match Year Project Total Cost Grant Reimbursement Grant Match (Cash and In- Kind)1 $300,000 $225,000 $75,000 GVEA 81.95%61,463 2 $3,497,845 $2,623,384 $874,461 CEA 6.69%5,018 3 $3,497,845 $2,623,384 $874,461 MEA 11.36%8,520 4 $3,497,845 $2,623,384 $874,461 5 $2,965,356 $2,224,017 $741,339 100.00%75,000 Total $13,758,891 $10,319,169 $3,439,722 Synchrophaser System Grant (Approved Allocation Option #3 - Revenue Excluding Capacity and Admin Fee from Allocation) Per GVEA Grant Submittal to AEA ($2.2M grant with $50k in matching funds & $500k in-kind in-house labor) AEA to revise budget for approved payment methods (Anticipating July 2025 start) Total Match Amount 9,839$ HEA is contributing because they are receiving benefit from the Synchrophaser System (Railbelt wide) Percent FY26 This is 9.61% of the Total Match Amount and is based on their load ratio share per resolution. Power Purchaser Share Match HEA (Load Ratio Share) 9.61% 946 Year Project Cost Railbelt Utilities Combined Cash Match Railbelt Utilities In Kind Contribution Grant Contribution 1 $440,245 $9,839 $100,222 $330,183 GVEA 89.13%7,927 2 $440,245 $9,839 $100,222 $330,183 CEA 0.00%- 3 $440,245 $9,839 $100,222 $330,183 MEA 10.87%967 4 $440,245 $9,839 $100,222 $330,183 5 $440,245 $9,839 $100,222 $330,183 100.00%8,893 Total $2,201,225 $49,195 $501,110 $1,650,915 USDA CWDG - Integrated Vegetation Management MEA submittal to USDA ($3.7M grant with 25% match requirement) (Funding not awarded, so share and match has been removed) DOE Resiliency Grant - AK Intertie Snow Load Resiliency DOE Resiliency Grant - Synchrophasor Project - Five Year Average Page 6 of 11 Proposed FY2026 Budget Amendment 1 Utility Grant Matching Contributions Approved FY26 Grant Budget Snow Loading Grant to re-insulate from Douglas north 80 miles (Approved Allocation Option #2 - Revenue excluding Admin Fee from Allocation) GVEA Grant Submittal to AEA ($13.8M grant with $3M in matching funds & $500k in-kind in-house labor) AEA to revise per agreed payment (Anticipating July 2025 start) 75,000$ Percent FY26 Power Purchaser Share Match Year Project Total Cost Grant Reimbursement Grant Match (Cash and In- Kind)1 $300,000 $225,000 $75,000 GVEA 81.95%61,463 2 $3,497,845 $2,623,384 $874,461 CEA 6.69%5,018 3 $3,497,845 $2,623,384 $874,461 MEA 11.36%8,520 4 $3,497,845 $2,623,384 $874,461 5 $2,965,356 $2,224,017 $741,339 100.00%75,000 Total $13,758,891 $10,319,169 $3,439,722 Synchrophaser System Grant (Approved Allocation Option #3 - Revenue Excluding Capacity and Admin Fee from Allocation) Per GVEA Grant Submittal to AEA ($2.2M grant with $50k in matching funds & $500k in-kind in-house labor) AEA to revise budget for approved payment methods (Anticipating July 2025 start) Total Match Amount 9,839$ HEA is contributing because they are receiving benefit from the Synchrophaser System (Railbelt wide) Percent FY26 This is 9.61% of the Total Match Amount and is based on their load ratio share per resolution. Power Purchaser Share Match HEA (Load Ratio Share) 9.61% 946 Year Project Cost Railbelt Utilities Combined Cash Match Railbelt Utilities In Kind Contribution Grant Contribution 1 $440,245 $9,839 $100,222 $330,183 GVEA 89.13%7,927 2 $440,245 $9,839 $100,222 $330,183 CEA 0.00%- 3 $440,245 $9,839 $100,222 $330,183 MEA 10.87%967 4 $440,245 $9,839 $100,222 $330,183 5 $440,245 $9,839 $100,222 $330,183 100.00%8,893 Total $2,201,225 $49,195 $501,110 $1,650,915 USDA CWDG - Integrated Vegetation Management MEA submittal to USDA ($3.7M grant with 25% match requirement) (Pending award) Total Match Amount $206,719 Percent FY26 Power Purchaser Share Match Year Project Total Cost Grant Reimbursement Grant Match (Cash and In- Kind) 1 $826,875 $620,156 $206,719 GVEA 81.95%169,406 2 $561,974 $421,481 $140,493 CEA 6.69%13,830 3 $1,411,322 $1,058,492 $352,830 MEA 11.36%23,483 4 $670,188 $502,641 $167,547 5 $277,145 $207,859 $69,286 100.00%206,719 Total $3,747,504 $2,810,629 $936,875 DOE Resiliency Grant - AK Intertie Snow Load Resiliency DOE Resiliency Grant - Synchrophasor Project - Five Year Average USDA CWDG Grant Page 7 of 11 Proposed FY2026 Budget Amendment 1 True up to Contract GVEA MEA CEA TOTAL USAGE CAPACITY ADMIN CASH FLOW MONTH Value MWH MWH MWH MWH GVEA MEA CEA GVEA MEA CEA GVEA | MEA | CEA TOTALS Jul 2,846 2,194 0 5,040 $98,358 $75,825 $0 $276,120 $85,668 $190,452 $47,250 $773,672 Aug 5,188 2,276 0 7,464 $179,297 $78,659 $0 $47,250 $305,206 Sep 2,177 2,143 0 4,320 $75,237 $74,062 $0 $47,250 $196,549 Oct 6,861 2,045 0 8,906 $237,116 $70,675 $0 $47,250 $355,041 Nov 8,868 2,158 0 11,026 $306,478 $74,580 $0 $47,250 $428,309 Dec 8,868 2,436 0 11,304 $306,478 $84,188 $0 $47,250 $437,916 Jan 9,537 2,446 0 11,983 $329,599 $84,534 $0 $47,250 $461,382 Feb 504 2,224 0 2,728 $17,418 $76,861 $0 $47,250 $141,530 Mar 838 2,365 0 3,203 $28,961 $81,734 $0 $47,250 $157,946 Apr 4,853 2,180 0 7,033 $167,720 $75,341 $0 $47,250 $290,310 May 4,853 2,299 0 7,152 $167,720 $79,453 $0 $47,250 $294,423 Jun 6,192 1,957 0 8,149 $213,996 $67,634 $0 $47,250 $328,879 TOTAL 0 61,585 26,723 0 88,308 $2,128,378 $923,547 $0 $276,120 $85,668 $190,452 $567,000 $4,171,164 Total Energy: $3,051,924 Total Capacity : $552,240 88,308 MWH 80,949 MWH 204,984 MWH TOTAL MWH REVENUE $4,171,164 O&M BUDGET - Operating 3,350,700 - O&M BUDGET - Administrative 567,000 UTILITY FY 26 TOTAL O&M BUDGET 3,917,700 MEA 31.00% 24.20 MW SURPLUS (SHORTAGE) $253,464 CEA 69.00% 53.80 MW GVEA 100.00% 78.00 MW Annual Participant Administrative Contribution 189,000.00 156.0 Monthly Contribution per Participant 15,750.00 Usage Rate per KWH 0.03456$ Capacity Rate $3.54 Section 7.2.2 MINIMUM USAGE CONTRACT VALUE ALASKA INTERTIE FISCAL YEAR 2026 ENERGY PROJECTION Proposed FY26 Amend 1 Usage Projection TOTAL INTERTIE PROJECTED ENERGY USAGE Usage estimate reduced by 1/12 of Total for rate calculations Page 8 of 11 Proposed FY2026 Budget Amendment 1 True up to Contract GVEA MEA CEA TOTAL USAGE CAPACITY ADMIN CASH FLOW MONTH Value MWH MWH MWH MWH GVEA MEA CEA GVEA MEA CEA GVEA | MEA | CEA TOTALS Jul 2,846 2,194 0 5,040 $91,015 $70,164 $0 $255,840 $79,376 $176,464 $47,250 $720,109 Aug 5,188 2,276 0 7,464 $165,912 $72,786 $0 $47,250 $285,949 Sep 2,177 2,143 0 4,320 $69,620 $68,533 $0 $47,250 $185,404 Oct 6,861 2,045 0 8,906 $219,415 $65,399 $0 $47,250 $332,064 Nov 8,868 2,158 0 11,026 $283,599 $69,013 $0 $47,250 $399,861 Dec 8,868 2,436 0 11,304 $283,599 $77,903 $0 $47,250 $408,752 Jan 9,537 2,446 0 11,983 $304,993 $78,223 $0 $47,250 $430,466 Feb 504 2,224 0 2,728 $16,118 $71,124 $0 $47,250 $134,491 Mar 838 2,365 0 3,203 $26,799 $75,633 $0 $47,250 $149,682 Apr 4,853 2,180 0 7,033 $155,199 $69,716 $0 $47,250 $272,165 May 4,853 2,299 0 7,152 $155,199 $73,522 $0 $47,250 $275,971 Jun 6,192 1,957 0 8,149 $198,020 $62,585 $0 $47,250 $307,855 TOTAL 0 61,585 26,723 0 88,308 $1,969,488 $854,602 $0 $255,840 $79,376 $176,464 $567,000 $3,902,770 Total Energy: $2,824,090 Total Capacity : $511,680 88,308 MWH 80,949 MWH 204,984 MWH TOTAL MWH REVENUE $3,902,770 O&M BUDGET - Operating 3,100,700 - O&M BUDGET - Administrative 567,000 UTILITY FY 26 TOTAL O&M BUDGET 3,667,700 MEA 31.00% 24.20 MW SURPLUS (SHORTAGE) $235,070 CEA 69.00% 53.80 MW GVEA 100.00% 78.00 MW Annual Participant Administrative Contribution 189,000.00 156.0 Monthly Contribution per Participant 15,750.00 Usage Rate per KWH 0.03198$ Capacity Rate $3.28 Section 7.2.2 MINIMUM USAGE CONTRACT VALUE ALASKA INTERTIE FISCAL YEAR 2026 ENERGY PROJECTION TOTAL INTERTIE PROJECTED ENERGY USAGE Usage estimate reduced by 1/12 of Total for rate calculations Approved FY26 Usage Projection Page 9 of 11 Proposed FY2026 Budget Amendment 1 Annual System Demand 22-23 23-24 24-25 3 YR AVG. SOUTHERN UTILITY PARTICIPANTS (MW) CEA 343.8 322.9 338.69 335.1 MW PROPOSED APPROVED APPROVED APPROVED APPROVED MEA 147.0 150.7 154.2 150.6 MW 6/30/2026 6/30/2025 6/30/2024 6/30/2023 6/30/2022 UNITS FY26 FY25 FY24 FY23 FY22 USAGE KWH 80,949,000 162,048,000 251,476,000 415,247,000 187,902,000 OPERATING BUDGET $ 3,350,700 3,271,100 3,710,200 2,544,100 1,992,890 MITCR KW 156,000 156,000 156,000 156,000 156,100 TOTAL 485.7 MW ENERGY (A)$.000/KWH $0.03456 $0.01686 $0.01232 $0.00512 $0.00886 NORTHERN UTILITY PARTICIPANTS (MW) CAPACITY (B)$/KW $3.54 $3.46 $3.92 $2.69 $2.11 GVEA 205.5 205.5 204 205.0 MW TOTAL 205.0 MW MITCR DETERMINATION FY 26 KWH CAP RATE CAP CHARGES MEA 31.00% 24.20 MW 24,200 $3.54 85,668.00 CEA 69.00% 53.80 MW 53,800 $3.54 190,452.00 GVEA 100.00%78.00 MW 78,000 $3.54 276,120.00 156.00 MW 156,000 552,240.00 (A) See Section 7.2.5 AK Intertie Agreement (B) See Section 7.2.6 AK Intertie Agreement MINIMUM INTERTIE TRANSFER CAPABILITY RIGHTS (MITCR) DETERMINATION FOR FISCAL YEAR 2026 Proposed FY26 Amend 1 AK Intertie MITCR Page 10 of 11 Proposed FY2026 Budget Amendment 1 Annual System Demand 22-23 23-24 24-25 3 YR AVG. SOUTHERN UTILITY PARTICIPANTS (MW) CEA 343.8 322.9 338.69 335.1 MW APPROVED APPROVED APPROVED APPROVED APPROVED MEA 147.0 150.7 154.2 150.6 MW 6/30/2026 6/30/2025 6/30/2024 6/30/2023 6/30/2022 UNITS FY26 FY25 FY24 FY23 FY22 USAGE KWH 80,949,000 162,048,000 251,476,000 415,247,000 187,902,000 OPERATING BUDGET $ 3,100,700 3,271,100 3,710,200 2,544,100 1,992,890 MITCR KW 156,000 156,000 156,000 156,000 156,100 TOTAL 485.7 MW ENERGY (A)$.000/KWH $0.03198 $0.01686 $0.01232 $0.00512 $0.00886 NORTHERN UTILITY PARTICIPANTS (MW) CAPACITY (B)$/KW $3.28 $3.46 $3.92 $2.69 $2.11 GVEA 205.5 205.5 204 205.0 MW TOTAL 205.0 MW MITCR DETERMINATION FY 26 KWH CAP RATE CAP CHARGES MEA 31.00% 24.20 MW 24,200 $3.28 79,376.00 CEA 69.00% 53.80 MW 53,800 $3.28 176,464.00 GVEA 100.00%78.00 MW 78,000 $3.28 255,840.00 156.00 MW 156,000 511,680.00 (A) See Section 7.2.5 AK Intertie Agreement (B) See Section 7.2.6 AK Intertie Agreement MINIMUM INTERTIE TRANSFER CAPABILITY RIGHTS (MITCR) DETERMINATION FOR FISCAL YEAR 2026 Approved FY26 AK Intertie MITCR Page 11 of 11 Alaska Energy Authority AK Intertie Budget to Actual Revenues and Expenses 07/01/2025 to 12/31/2025 Page 1 of 4 FY26 Approved Budget Budget 07/01/2025 - 12/31/2025 Actuals YTD Actuals as a % of Total Annual Budget Over (Under) YTD Variance Revenue From Utilities AKI-GVEA 2,414,328 1,463,500 1,490,235 62%26,735 AKI-CEA 365,464 270,964 270,964 74%- AKI-MEA 1,122,978 597,675 650,762 58%53,087 Total Revenue From Utilities 3,902,770 2,332,139 2,411,961 62%79,822 Interest - - 36,750 0%36,750 Other - - 1,950 0%1,950 Total Revenues 3,902,770 2,332,139 2,450,661 63%118,522 Total Revenues 3,902,770 2,332,139 2,450,661 63%118,522 56600 Misc Transmission Expense AK Intertie-Miscellaneous Studies as Needed 247,000 123,500 84,420 34%(39,080) Alaska Energy Authority Total 247,000 123,500 84,420 34%(39,080) Golden Valley Electric AK Intertie-Private Line Telephone Service SCADA 85,000 42,500 13,391 16%(29,109) Golden Valley Electric Total 85,000 42,500 13,391 16%(29,109) 56601 Weather Monitoring Batteries Alaska Energy Authority AK Intertie-SLMS Support & Intertie Ground Patrol 175,000 87,500 - 0%(87,500) Alaska Energy Authority Total 175,000 87,500 - 0%(87,500) 56700 Rents Alaska Energy Authority AK Intertie-Alaska Railroad 1,000 500 1,000 100%500 Alaska Energy Authority Total 1,000 500 1,000 100%500 Matanuska Electric Association AK Intertie-Talkeetna Storage 7,200 3,600 3,600 50%- Matanuska Electric Association Total 7,200 3,600 3,600 50%- 56900 Maintenance of Structures Matanuska Electric Association AK Intertie-Maintenance of Structures 350,000 175,000 - 0%(175,000) AK Intertie-Insulator Replace (Tee to Douglas) 100,000 50,000 - 0%(50,000) Matanuska Electric Association Total 450,000 225,000 - 0%(225,000) 57000 Maintenance of Station Equip Chugach Electric Association AK Intertie-Teeland Substation 185,000 92,500 60,986 33%(31,514) AK Intertie-Douglas Substation Communications 105,000 52,500 93,909 89%41,409 Chugach Electric Association Total 290,000 145,000 154,896 53%9,896 AK Intertie-Healy, Cantwell, Goldhill 54,500 27,250 - 0%(27,250) AK Intertie-SCADA Maint Healy, Cantwell, Goldhill 10,000 5,000 - 0%(5,000) AK Intertie-HLSB Sync PT Replacement 50,000 25,000 409 1%(24,592) AK Intertie-Replace Healy Substation Breaker - - 1,100 0%1,100 SVC Insulator Replacements - Healy and Gold hill 10,000 5,000 - 0%(5,000) AK Intertie-Redesign Healy SVC 138 kV Interconnect 50,000 25,000 - 0%(25,000) Golden Valley Electric Total 174,500 87,250 1,509 1%(85,741) Matanuska Electric Association AK Intertie-Douglas Substation 150,000 75,000 215,172 143%140,172 Matanuska Electric Association Total 150,000 75,000 215,172 143%140,172 57100 Maint of OH Lines AK Intertie-Northern Maintenance 103,000 51,500 - 0%(51,500) AK Intertie-Landing Pads 60,000 30,000 - 0%(30,000) Golden Valley Electric Total 163,000 81,500 - 0%(81,500) ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2025 THROUGH 12/31/2025 Page 2 of 4 FY26 Approved Budget Budget 07/01/2025 - 12/31/2025 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 07/01/2025 THROUGH 12/31/2025 Matanuska Electric Association AK Intertie-Special Patrols (Incl Foundation Insp) 50,000 25,000 - 0%(25,000) AK Intertie-Southern Maint. (Incl Ground Insp) 125,000 62,500 10,891 9%(51,609) AK Intertie-Equipment Repair & Replacement 100,000 50,000 - 0%(50,000) Matanuska Electric Association Total 275,000 137,500 10,891 4%(126,609) 57102 Maint OH Lines-ROW Clearing Golden Valley Electric AK Intertie-Northern ROW Clearing 600,000 300,000 - 0%(300,000) AK Intertie-Repair Tower 616 Foundation 500,000 250,000 8,000 2%(242,000) Golden Valley Electric Total 1,100,000 550,000 8,000 1%(542,000) Matanuska Electric Association AK Intertie-Southern ROW Clearing 175,000 87,500 - 0%(87,500) AK Intertie-Southern ROW Remote Sensing 10,000 5,000 - 0%(5,000) Matanuska Electric Association Total 185,000 92,500 - 0%(92,500) 58306 Misc Admin Alaska Energy Authority AK Intertie-IMC Admin Cost (Audit, Meeting, Legal) 20,000 10,000 54,898 274%44,898 Alaska Energy Authority Total 20,000 10,000 54,898 274%44,898 58401 Insurance Premiums Alaska Energy Authority AK Intertie-Insurance 27,000 13,500 14,617 54%1,117 Alaska Energy Authority Total 27,000 13,500 14,617 54%1,117 Matanuska Electric Association AK Intertie-Insurance 18,000 9,000 - 0%(9,000) Matanuska Electric Association Total 18,000 9,000 - 0%(9,000) Total Total Expense 3,367,700 1,683,850 562,394 17%(1,121,456) Total Operating Expenses 3,367,700 1,683,850 562,394 17%(1,121,456) 71001 Total Expense, Budget Alaska Energy Authority Administrative Support Services 300,000 150,000 172,312 57%22,312 Alaska Energy Authority Total 300,000 150,000 172,312 57%22,312 Total Total Expense 300,000 150,000 172,312 57%22,312 Total AEA Administration Expenses 300,000 150,000 172,312 57%22,312 Total Expenses 3,667,700 1,833,850 734,706 20%(1,099,144) Surplus (Shortage)235,070 498,289 1,715,956 730%1,217,667 Page 3 of 4 Alaska Intertie Budget to Actuals Status Report for the Period 07/01/2025 through 12/31/2025 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 2,846 2,194 - 5,040 Jul 2,181 3,879 - 6,060 Aug 5,188 2,276 - 7,464 Aug 3,421 2,297 - 5,718 Sep 2,177 2,143 - 4,320 Sep 5,069 2,098 - 7,167 Oct 6,861 2,045 - 8,906 Oct 7,752 1,914 - 9,666 Nov 8,868 2,158 - 11,026 Nov 10,979 2,170 - 13,149 Dec 8,868 2,436 - 11,304 Dec 6,242 2,554 - 8,796 Jan 9,537 2,446 - 11,983 Jan - - - - Feb 504 2,224 - 2,728 Feb - - - - Mar 838 2,365 - 3,203 Mar - - - - Apr 4,853 2,180 - 7,033 Apr - - - - May 4,853 2,299 - 7,152 May - - - - Jun 6,192 1,957 - 8,149 Jun - - - - TOTAL 61,585 26,723 - 88,308 TOTAL 35,644 14,912 - 50,556 PROJECTED ENERGY USAGE TO DATE (MWH) 48,060 ACTUAL ENERGY USAGE TO DATE (MWH) 50,556 Budgeted Operating Costs for the Period 1,683,850$ Actual Operating Costs for the Period 562,394$ (based on budget) Budgeted Usage Revenue for the Period 1,536,959$ Actual (Billed) Usage Revenue for the Period 1,616,781$ (budgeted rate * projected usage) (budgeted rate * actual usage) Estimated Budgeted Energy Rate per MWH 29.26$ (based on budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate) 31.98$ Projected Actual Energy Rate per MWH 9.29$ (based on minimum contract value) (based on actual costs and usage) Page 4 of 4 Intertie Management Committee Meeting IOC Report March 20, 2026 1) Intertie Operating Committee a) Douglas Communications Project: The site construction, shelter, fencing, grounding, and electric service are complete. CEA is looking at comms installation beginning at end of March. The scope of the project expanded due to the need for a new communications shelter and land use agreements, which increased costs. b) Synchrophasor Project: Project continues with biweekly meetings, including a project manager group and a separate IT/communications-focused group. Software contract currently in review with AEA. c) Snow Unloading Project: the cost-share agreement for the snow unloading project is pending signatures. A specification and RFP for a design consultant is in review. RFP to be issued with bids due in April. d) FY2027 Budget: Kickoff conversations took place with the intent to have all participant budget items provided and reviewed by IOC prior to the next IMC meeting. (May 1, 2026) 2) System Studies Subcommittee a) IBR Study: Final report complete. IOC discussed memorializing study screening criteria and recommendations (e.g., via an SSS memo) and routing to IMC for awareness/possible adoption as planning guardrails, consistent with prior study precedents. b) 230kV Upgrade Impact Study: EPS submitted final report for review. No Update c) Railbelt EMT Model: RFP development on going for FY2027 Budget d) Railbelt Governor tuning/coordination: IOC held conversation with the SSS chair regarding intent and roadmap for this work. The SSS will engage in an exploratory conversation regarding strategy for validating governor models/data, system analysis, etc. 3) Relay, Protection, & Control Subcommittee a) No update 4) SCADA/Telecommunications Subcommittee a) Improvements to Alaska Intertie Communications: Regular meetings established to discuss next steps. GVEA has volunteered to lead the effort. 5) Operations, Maintenance, and Scheduling Subcommittee a) No update Intertie Management Committee Meeting Operator Report March 20, 2026 1. Alaska Intertie usage report a. MWh usage – Measured at Douglas Substation, YTD GVEA MEA Total July – February FY25 106,142 17,561 123,703 July – February FY26 40,683 19,879 60,562 Delta – FY26 to FY 25 -62% +13% -51% 2. Alaska Intertie trips to report There were no trips of the Alaska Intertie in the months of January-February. 3. IOC Quarterly Reliability Report For generation trips or transmission line trips where the loss of load is known, the Railbelt-wide frequency response is calculated. The magnitude of the tripped power and the change in frequency from the pre-trip value to the peak or nadir are used to calculate the MW/0.1Hz value often known as ‘Beta’. Chugach has calculated the Beta for several events and the table of the results is provided below. Events without data for the MW magnitude of the trip were excluded, as were events that did not cause a frequency deviation greater than 0.2 Hz. Event Date Time MW Pre-Trip High /Low Freq Resp Tripped Freq (Hz) Freq (Hz) (MW/0.1Hz) Healy 2 Trip 1/26/2026 8:55:16 36.8 59.95 59.60 10.5 Sterling-Quartz Trip 2/20/2026 0:43:50 52.2 59.98 59.45 9.8 Healy 2 Trip 2/22/2026 1:57:50 46.1 60.03 59.64 11.9 Healy 2 Trip 2/23/2026 8:10:06 30.6 59.95 59.62 9.3 UFLS-Healy 2 Trip and 4 EGS Units 3/4/2026 9:28:54 133.1 59.97 59.00 13.6 North Pole GT3 Trip 3/5/2026 18:44:46 42.3 60.02 59.53 8.6 Healy 2 Trip 3/9/2026 5:36:44 54.3 60.01 59.50 10.6