HomeMy WebLinkAbout20210527Bulkley Exhibit 9.pdfCase No. PAC-E-21-07
Exhibit No. 9
Witness: Ann E. Bulkley
BEFORE THE TDAHO PUBLIC UTILITIES COMMISSION
ROCKY MOUNTAIN POWER
Exhibit Accompanying Direct Testimony of Ann E. Bulkley
Resume
May 2O2l
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Cess No. PAC-E-2L-07
Wrrr.rsss: Altr E. Bulxlsv
ANN E. BUIKIEY
Senior Vice President
Ms. Bulkley hos more thon two decodes of monogement ond economic consulting experience
in the energy industry. Ms. Bulkley hos extensive stote ond federol regulotory experience on
both electric ond noturol gos issues including rote of return, cost of equity ond copitolstrucfure
issues. Ms. Bulkley hos provided expert testimony on the cost of copitol in more thon 30
regulotory proceedings before regulotory commissions in Arizono, Arkonsos, Colorodo,
Connecticut, Konsqs, Mossochusetts, Michigon, Minnesoto, Missouri. New Jersey, New Mexico,
New York, North Dokoto. Oklohomo, Pennsylvonio. Texos, South Dokoto, West Virginio, ond the
Federol Energy Regulotory Commission. ln oddition, Ms. Bulkley hos prepored ond provided
supporting onolysis for of leost forty Federol ond Stote regulotory proceedings. ln oddition, Ms.
Bulkley hos worked on ocquisition teoms with investors seeking to ocquire utility ossets, providing
voluotion services including on understonding of regulotion, morket expected returns, ond the
ossessment of utility risk foctors. Ms. Bulkley hos ossisted clients with voluotions of public utility
ond industriol properties for rotemoking, purchose ond sole considerotions, od volorem tox
ossessments, ond occounting ond finonciol purposes. ln oddition, Ms. Bulkley hos experience
in the oreos of controct ond business unit voluotion, strotegic ollionces, morket restructuring
ond regulotory ond litigotion support. Prior to joining Concentric, Ms. Bulkley held senior
expertise-bosed consulting positions of severol firms, including Reed Consulting Group ond
Novigont Consulting, lnc. where she speciolized in voluotion. Ms. Bulkley holds on M.A. in
economics from Bosion University ond o B.A. in economics ond finonce from Simmons College.
Ms. Bulkley is o Certified Generol Approiser licensed in the Commonweolth of Mossochusetts
ond the Stote of New Hompshire.
REPRESENTATIVE PROJECT EXPERIENCE
Regulotory Anolysis ond Rotemoking
Ms. Bulkley has provided a range of advisory services relating to regulatory policy analysis and many
aspects of utility ratemaking. Specific services have included: cost of capital and return on equity
testimony, cost of service and rate design analysis and testimony, development of ratemaking
strategies; development of merchant function exit strategies; analysis and program development to
address residual energy supply and/or provider oflast resort obligations; stranded costs assessment
and recovery; performance-based ratemaking analysis and design; and many aspects of traditional
utility ratemaking (e.g., rate design, rate base valuation).
Cost of Capital
Ms. Bulkley has provided expert testimony on the cost of capital in more than 30 regulatory
proceedings before regulatory commissions in Arizona, Arkansas, Colorado, Connecticut, Kansas,
Massachusetts, Michigan, Minnesota, Missouri, Newfersey, New Mexico, NewYorh North Dakota,
Oklahoma, Pennsylvania, Texas, South Dakota, West Virginia, and the Federal Energy Regulatory
Commission. In addition, Ms. Bulkley has prepared and provided supporting analysis for at least
forty Federal and State regulatory proceedings in which she did not testify.
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Valuation
Ms. Bulkley has provided valuation services to utility clients, unregulated generators and private
equity clients for a variety of purposes including ratemaking fair value, ad valorem tax, Iitigation
and damages, and acquisition. Ms. Bulkley's appraisal practices are consistent with the national
standards established by the Uniform Standards of Professional Appraisal Practice.
Representative projects/clients have included:
o Northern lndiana Fuel and Light Provided expert testimony regarding the fair value of
the company's natural gas distribution system assets. Valuation relied on cost approach.
o Kokomo Gas: Provided expert testimony regarding the fair value of the company's natural
gas distribution system assets. Valuation relied on cost approach.
. Prepared fair value rate base analyses for Northern Indiana Public Service Company for
several electric rate proceedings. Valuation approaches used in this project included
income, cost and comparable sales approaches.
o Confidential Utility Client: Prepared valuation of fossil and nuclear generation assets for
financing purposes for regulated utility client.
. Prepared a valuation of a portfolio of generation assets for a large energy utility to be
used for strategic planning purposes. Valuation approach included an income approach,
a real options analysis and a risk analysis.
o Assisted clients in the restructuring of NUG contracts through the valuation of the
underlying assets. Performed analysis to determine the option value of a plant in a
competitively priced electricity market following the settlement of the NUG contract.
o Prepared market valuations of several purchase power contracts for large elecffic
utilities in the sale of purchase power contracts. Assignment included an assessment of
the regional power market, analysis of the underlying purchase power contracts, a
traditional discounted cash flow valuation approach, as well as a risk analysis. Analyzed
bids from potential acquirers using income and risk analysis approached. Prepared an
assessment of the credit issues and value at risk for the selling utility.
o Prepared appraisal of a portfolio of generating facilities for a large electric utility to be
used for financing purposes.
o Prepared an appraisal of a fleet of fossil generating assets for a large electric utility to
establish the value of assets transferred from utility property.
o Conducted due diligence on an electric ffansmission and distribution system as part of a
buy-side due diligence team.
o Provided analytical support for and prepared appraisal reports ofgeneration assets to be
used in ad valorem tax disputes.
o Provided analytical support and prepared testimony regarding the valuation of electric
distribution system assets in five communities in a condemnation proceeding.
r Valued purchase power agreements in the transfer of assets to a deregulated electric
market.
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Ratemaking
Ms. Bulkley has assisted several clients with analysis to support investor-owned and municipal
utility clients in the preparation of rate cases. Sample engagements include:
o Assisted several investor-owned and municipal clients on cost allocation and rate design
issues including the development of expert testimony supporting recommended rate
alternatives.
Worked with Canadian regulatory staff to establish filing requirements for a rate review of a newly
regulated electric utility. Analyzed and evaluated rate application. Attended hearings and
conducted investigation of rate application for regulatory staff. Prepared, supported and defended
recommendations for revenue requirements and rates for the company. Developed rates for gas
utility for transportation program and ancillary services.
Strotegic ond Finqnciol Advisory Services
Ms. Bulkley has assisted several clients across North America with analytically based strategic
planning, due diligence and financial advisory services.
Representative proiects include:
o Preparation of feasibility studies for bond issuances for municipal and district steam clients.
o Assisted in the development of a generation strategy for an electric utility. Analyzed various
NERC regions to identiff potential market entry points. Evaluated potential competitors and
alliance partners. Assisted in the development of gas and electric price forecasts. Developed
a framework for the implementation of a risk management program.
o Assisted clients in identiVing potential joint venture opportunities and alliance partners.
Contacted interviewed and evaluated potential alliance candidates based on company-
established criteria for several LDCs and marketing companies. Worked with several LDCs
and unregulated marketing companies to establish alliances to enter into the retail energy
market. Prepared testimony in support of several merger cases and participated in the
regulatory process to obtain approval for these mergers.
o Assisted clients in several buy-side due diligence efforts, providing regulatory insight and
developing valuation recommendations for acquisitions of both electric and gas properties.
PROFESSIONAL HISTORY
Concentric Enerry Advisors, Inc. (2002 - Present)
Senior Vice President
Vice President
Assistant Vice President
Project Manager
Navigant Consulting Inc. (1995 -2OO2)
Project Manager
Cahners Publishing Company (1995)
Economist
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EI'UCATION
Boston Unlversity
M.A., Economics,1995
SlmmonsCollege
8.A., Economics and Financg 1991
CERTIFIGATIONS
Certified General Appraiser licensed in the Commonwelth of Massachusetts and the State of New
Hampshire.
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sPoNsoR loare lcesetarrrrcANTtt
Arizona Corporation Commission
DOCKET /CASE NO.SUBJECI
Arizona Public Service Company 10/1e Arizona Public Service
Company
Docket No. E-01345A-
L9-0236
Return on Equity
Tucson Electric Power Company 04/le Tucson Electric Power
Company
Docket No. E-019334-
L9-0028
Return on Equity
Tucson Electric Power Company LL/Ls Tucson Electric Power
Company
Docket No. E-019334-
L5-0322
Return on Equity
UNS Electric 0s/1s UNS EIectriC Docket No. E-04204A-
t5-0142
Return on Equity
UNS Electric !2/L2 UNS Electric Docket No. E-04204A-
12-0504
Return on Equity
Arkansas Public Service Commission
Arkansas Oklahoma Gas
Corporation
t0/L3 Arkansas Oklahoma Gas
Corporation
Docket No. 13-078-U Return on Equity
Colorado Public Utilities Commission
Public Service Company of
Colorado
02/20 Public Service Company of
Colorado
20AL-0049G Return on Equity
Public Service Company of
Colorado
0s/Le Public Service Company of
Colorado
19AL-0268E Return on Equity
Public Service Company of
Colorado
0L/Le Public Service Company of
Colorado
194L-0063ST Return on Equity
Atmos Enerry Corporation os/Ls Atmos Energy Corporation Docket No. 1SAL-0299G Return on Equity
Atmos Energy Corporation 04/14 Atmos Energy Corporation Docket No. 14AL-0300G Return on Equity
Atmos Energy Corporation 0s/13 Atmos Energy Corporation Docket No. 13AL-0496G Return on Equity
Connecticut Public Utilities Regulatory Authority
Connecticut Water Company 0u2L Connecticut Water Company Docket No. 20-12-30 Return on Equity
Connecficut Natural Gas
Corporation
06/78 Connecticut Natural Gas
Corporation
Docket No. 18-05-16 Return on Equity
Yankee Gas Services Co. d/b/a
Eversource Enerry
06/t8 Yankee Gas Services Co.
d/b/a Eversource Energy
Docket No. 18-05-10 Return on Equity
The Southern Connecticut Gas
Company
06/17 The Southern Connecticut
Gas Company
Docket No. 1.7-05-42 Return on Equity
The United Illuminating
Company
07 /t6 The United Illuminating
Company
Docket No. 16-06-04 Return on Equity
Federal Energy Regulatory Commission
Wisconsin Electric Power
Company
08/20 Wisconsin Electric Power
Company
Docket No. EL20-57-000 Return on Equity
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SPONSOR
Panhandle Eastern Pipe Line
Company, LP
DAIE
10/re
cAsE/APPUCANT
Panhandle Eastern Pipe Line
Company, LP
DOCKEI/CASE NO.
Docket Nos.
RP19-78-000
RP19-78-001
SUBJECT
Return on Equity
Panhandle Eastern Pipe Line
Company, LP
08lLe Panhandle Eastern Pipe Line
Company, LP
Docket Nos.
RP19-1523
Return on Equity
Sea Robin Pipeline Company
LLC
LL/18 Sea Robin Pipeline Company
LLC
Docket# RP19-352-000 Return on Equity
Tallgrass Interstate Gas
Transmission
L0lLs Tallgrass lnterstate Gas
Transmission
RP16-137 Return on Equity
Indiana Utility Regulatory Commission
Indiana Gas Company Inc.L2/20 Indiana Gas Company Inc.IURC Cause No.45468 Return on Equity
Southern Indiana Gas and
Electric Company
t0/20 Southern Indiana Gas and
Electric Company
IURC Cause No.45447 Return on Equity
Indiana and Michigan American
WaterCompany
oe/18 Indiana and Michigan
American Water Company
IURC Cause No.45142 Return on Equity
Indianapolis Power and Light
Company
t2/L7 Indianapolis Power and
Light Company
Cause No.45029 Fair Value
Northern Indiana Public Service
Company
0e/17 Northern Indiana Public
Service Company
Cause No.44988 Fair Value
Indianapolis Power and Light
Company
L2lL6 Indianapolis Power and
Light Company
Cause No.44893 Fair Value
Northern Indiana Public Service
Company
r0/ts Northern lndiana Public
Service Company
Cause No.44688 Fair Value
Indianapolis Power and Light
Company
0elts Indianapolis Power and
Light Company
Cause No.44576
Cause No.44602
FairValue
Kokomo Gas and Fuel Company 0e/Lo Kokomo Gas and Fuel
Company
Cause No.43942 Fair Value
Northern Indiana Fuel and Light
Company, lnc.
oe/10 Northern Indiana Fuel and
Light Company, Inc.
Cause No.43943 Fair Value
Iowa Departrnentof Commerce Utilities Board
Iowa-American Water Company 08/20 Iowa-American Water
Company
Docket No. RPU-2020-
0001
Return on Equity
Kansas Corporation Commisslon
Atmos Enerry Corporation 08/1s Atrnos Energr Corporation Docket No. 16-ATMG-
079-RTS
Return on Equity
Kentuclry Public Senrice Commission
Kentucky American Water
Company
t7/L8 Kentuclry American Water
Company
Docket No. 2018-00358 Return on Equity
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sPoNsoR loerr lcesUlppucANTtt
Maine Public Utilities Commission
DOCKET /CASE NO SUBJECI
Central Maine Power L0/18 Central Maine Power Docket No. 2018-194 Return on Equity
Maryland Public Service Commission
Maryland American Water
Company
06/LB Maryland American Water
Company
Case No.9487 Rerurn on Equity
Massachusetts Appellate Tax Board
Hopkinton LNG Corporation 03/20 Hopkinton LNG Corporarion Docket No.Valuation of LNG
Facility
Firstlight Hydro Generating
Company
06/L7 FirstLight Hydro Generating
Company
Docket No. F-325471
Docket No. F-325472
Docket No. F-325473
Docket No. F-325474
Valuarion of
Electric Generation
Assets
Massachusetts Department of Public Utilities
Berkshire Gas Company 0s/18 Berkshire Gas Company DPU TB.4O Return on Equity
Unitil Corporation 0t/04 Fitchburg Gas and Elecrric DTE 03-52 Integrated
Resource Plan; Gas
Demand Forecast
Michigan Public Service Commission
Wisconsin Electric Power
Company
12/1.1 Wisconsin Electric Power
Company
Case No. U-16830 Return on Equity
Michigan Tax Tribunal
New Covert Generating Co., LLC.03/LB The Township of New
Covert Michigan
MTT Docket No.
000248TT and 16-
001888-TT
Valuation of
Electric Generation
Assets
Covert Township 07 /L4 New Covert Generating Co.,
LLC.
Docket No. 399578 Valuation of
Electric Generation
Assets
Minnesota Public Utilities Commission
Otter Tail Power Company tL/20 Otter Tail Power Company E017lGR-20-7L9 Return on Equity
Allete, lnc. d/b/a Minnesota
Power
LL/Le Allete, Inc. d/b/a Minnesota
Power
E075/cR-L9-442 Return on Equity
CenterPoint Energy Resources
Corporation d/b/a CenterPoint
Enerry Minnesota Gas
ro/Le CenterPoint Energy
Resources Corporation
d/b/a CenterPoint Energr
Minnesota Gas
G-oo8/GR-19-524 Return on Equity
Great Plains Natural Gas Co.091L9 Great Plains Natural Gas Co.Docket No. G004/GR-19-
511
Return on Equity
Minnesota Enerry Resources
Corporation
L0/L7 Minnesota Energy Resources
Corporation
Docket No. G011/GR-17-
563
Return on Equity
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Missouri Public Service Commission
loocrer/cAsE No.SUBJECI
Missouri American Water
Company
o6/20 Missouri American Water
Company
Case No. WR-202O-0344
Case No. SR-2020-0345
Return on Equity
Missouri American Water
Company
06/17 Missouri American Water
Company
Case No. WR-17-0285
Case No. SR-17-0286
Return on Equity
Montana Public Service Commission
Montana-Dakota Utilities Co.06/20 Montana-Dakota Urilities Co.D2020.06.076 Return on Equity
Montana-Dakota Utilities Co.0e/r8 Montana-Dakota Utilities Co.D2018.9.60 Return on Equity
New Hampshire - Board ofTax and Land Appeals
Public Service Company of New
Hampshire d/b/a Eversource
Enerry
Lt/7e
L2/\e
Public Service Company of
New Hampshire d/b/a
Eversource Energy
Master Docket No.
28873-14-t5-L6-L7YT
Valuation of
Utility Property
and
Generating Assets
New Hampshire Public Utilities Commission
Public Service Company of New
Hampshire
os/19 Public Service Company ot
New Hampshire
DE-19-057 Return on Equity
New Hampshire-Merrimack County Superior Court
Northern New England
Telephone Operations, LLC
d/b/a FairPoint
Communications, NNE
04/78 Northern New England
Telephone Operations, LLC
d/b/a FairPoint
Communications, NNE
220-2012-CV-LL00 Valuation of Utility
Property
New Hampshire-Rockingham Superior Court
Eversource Enerry 0s/t8 Public Service Commission
of New Hampshire
2 1B-2016-CV-00899
2L8-2017 -CV-009L7
Valuation of Utility
Property
New |ersey Board of Public Utilities
Public Service Electric and Gas
Company
L0/20 Public Service Electric and
Gas Company
EO181011r.5 Return on Equity
New fersey American Water
Company, Inc.
L2/Le New Jersey American Water
Company, Inc.
wR19121516 Return on Equity
Public Service Electric and Gas
Company
04/le Public Service Electric and
Gas Company
EO18060629
GO18060630
Return on Equity
Public Service Electric and Gas
Company
02/LB Public Service Electric and
Gas Company
GRL7070776 Return on Equity
Public Service Electric and Gas
Company
o1l18 Public Service Electric and
Gas Company
ER18010029
GR180 10030
Return on Equity
New Mexico Public Regulation Commission
Southwestern Public Service
Company
07 /Le Southwestern Public Service
Company
19-00170-UT Return on Equity
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SPONSOR DAIE cAsE/APPUCANT DOCKET/CASE NO SUBJECT
Southwestern Public Service
Company
L0/17 Southwestern Public Service
Company
Case No.17-00255-UT Return on Equity
Southwestern Public Service
Company
L2/L6 Southwestern Public Service
Company
Case No.16-00269-UT Return on Equity
Southwestern Public Service
Company
L0/7s Southwestern Public Service
Company
Case No. t5-00296-UT Return on Equity
Southwestern Public Service
Company
06/Ls Southwestern Public Service
Company
Case No. 15-00139-UT Return on Equity
New York State Department of Public Service
Central Hudson Gas and Electric
Corporation
08/20 CenEal Hudson Gas and
Electric Corporation
Electric 20-E-0428Gas 20-G-0429
Return on Equity
Niagara Mohawk Power
Corporation
07 /20 National Grid USA Case No.20-E-0380
20-G-0381
Return on Equity
Corning Natural Gas
Corporation
02/20 Corning Natural Gas
Corporation
Case No.20-G-0101 Return on Equity
New York State Electric and Gas
Company
Rochester Gas and Electric
0s/Le New York State Electric and
Gas Company
Rochester Gas and Electric
19-E-0378
L9-G-0379
19-E-0380
19-G-0381
Return on Equity
Brooklyn Union Gas Company
d/b/a National Grid NY
KeySpan Gas East Corporation
d/b/a National Grid
04/re Brooklyn Union Gas
Company d/b/a National
Grid NY
KeySpan Gas East
Corporation d/b/a National
Grid
19-G-0309
19-G-0310
Return on Equity
Central Hudson Gas and Electric
Corporation
07 /17 Central Hudson Gas and
Electric Corporation
Electric 17-E-0459Gas 77-G-0460
Return on Equity
Niagara Mohawk Power
Corporation
04/17 National Grid USA Case No. L7-E-0238
\7-G-0239
Return on Equity
Corning Natural Gas
Corporation
06/16 Corning Natural Gas
Corporation
Case No. 16-G-0369 Return on Equity
National Fuel Gas Company 041L6 National Fuel Gas Company Case No. L6-G-0257 Return on Equity
KeySpan Enerry Delivery oL/L6 KeySpan Enerry Delivery Case No. 15-G-0058
Case No. 15-G-0059
Return on Equity
New York State Elecffic and Gas
Company
Rochester Gas and Electric
os/Ls New York State Electric and
Gas Company
Rochester Gas and Electric
Case No. 15-E-0283
Case No. 15-G-0284
Case No. 15-E-0285
Case No. 15-G-0286
Return on Equity
North Dakota Public Service Commission
Montana-Dakota Utilities Co.08/20 Montana-Dakota Utilities Co.c-PU-20-379 Return on Equity
Northern States Power
Company
L2/12 Northern States Power
Company
c-PU-12-813 Return on Equity
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SPONSOR DAIE cAsE/APPUCANT DOCKET /CASE NO SUBJECT
Northern States Power
Company
L2/r0 Northern States Power
Company
c-PU-10-557 Return on Equity
Oklahoma Corporation Commission
Arkansas Oklahoma Gas
Corporation
0L/L3 Arkansas Oklahoma Gas
Corporation
Cause No. PUD
201200236
Return on Equity
Oregon Public Service Commission
PacifiCorp d/b/aPacific
Power & Light
02/20 PacifiCorp d/b/a Pacific
Power & Light
Docket No. UE-374 Return on Equity
Pennsylvania Public Utility Commission
American Water Works
Company Inc.
04/20 Pennsylvania-American
Water Company
Docket No. R-2020-
3019369 (water)
Docket No. R-2020-
301937L (wastewater)
Return on Equity
American Water Works
Company Inc.
04/17 Pennsylvania-American
Water Company
Docket No. R-2017-
2595853
Return on Equity
South Dakota Public Utilities Commission
Northern States Power
Company
061L4 Northern States Power
Company
Docket No. ELL4-058 Return on Equity
Texas Public Ufility Commission
Southwestern Public Service
Commission
08/19 Southwestern Public Service
Commission
Docket No. D-49831 Return on Equity
Southwestern Public Service
Company
0LlL4 Southwestern Public Service
Company
Docket No.42004 Return on Equity
Utah Public Service Commission
PacifiCorp d/b/a Rocl<y
Mountain Power
0s/20 PacifiCorp d/b/a Rocky
Mountain Power
Docket No. 20-035-04 Return on Equity
Virginia State Corporation Commission
Virginia American Water
Company, Inc.
1.1/18 Virginia American Water
Company, Inc.
Docket No. PUR-2018
00175
Return on Equity
Washington Utilities Transportation Comm ission
Cascade Natural Gas
Corporation
06/20 Cascade Natural Gas
Corporation
Docket No. UG-200568 Return on Equity
PacifiCorp d / b / a P acific
Power & Light
1.2/Le PacifiCorp d / b / a P acifrc
Power & Light
Docket No. UE-191024 Return on Equity
Cascade Natural Gas
Corporation
04119 Cascade Natural Gas
Corporalion
Docket No. UG-190210 Return on Equity
West Virginia Public Service Commission
West Virginia American Water
Company
04lLB West Virginia American
Water Company
Case No. L8-0573-W-427
Case No. 18-0576-5-427
Return on Equity
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SPONSOR DATE lcesr/arrucANr DOCKET/CASE NO.
I
SUrreCr
lVlsconsin Public Service Commigsion
Wisconsin Electric Power
Company and Wisconsin Gas
LLC
03lLe Msconsin Electric Power
Companyand Wsconsin Gas
LLC
Docket No. 05-UR-109 ReHrn on Equity
Wisconsin Public Service Corp.03/Le Wisconsin Public Servioe
Corp.
6690-UR-126 Return on Equity
Wyoming Publlc Sewlce Gommlssion
PacifiCorp d/b/a Rocky
Mountain Power
03120 PaciffCorp d/b/a Rocky
Mountain Power
Docket No.20000-578-
ER.2O
Return on Equity
Montana-Dakota Uti[ties Co.0slLe Montana-Dakota Utilides Co.30013-351-GR-19 Return on Equity
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