Haynes & Boone Page 51 of 56 3ambwestem ElQetrio Power Company Invoice Number 21002437 CI ennmeger Numbor, 00158B.00005 Februery 07, 20 3 Page 3 Total Expenses Total Feei and Expenses Due Total Amount Due S4i.Q4 53,250.00 USD a= 3000
Haynes & Boone Page 52 of 56 Southwestern Eleatic Power Company Invoice Number. 21002437 ClicntiMatter Number: 001.i881.00005 February 07,2013 Page 4 Southwestern Electric Power Company ero John F. Williams Duggins Won Mann & Romero LLP PO Box 1149 Austin T%78767 Cllentl114tatten 0015881,00005 Consulting Expert Requesting Attorney, leff Civiof Requesting Attorney Phone Number. (214)651-5000 Remit to. REMiTfANCE PAGE For ProjasJonai Serv/aea Throu$fiJaxuary 31, 2013 ai jolt%ttr Haynes and Boone LIP P.O. Box $41399 Dallas, 77( 752841399 Total Fees Total Expenses Total Fees and Expenses Due Total Amount Due 53,250.00 00 $3,250.00 USD S&;MM WAD nonn- ^yomsxusrarsvrmerap^-i '+eaonr B^t g OP AMJBnCA 100 WntlwS+msc Now Yody NY 10001 fat Crodu m ueamanaftiaynes AND 800MA rjp ABA NO. 0Tb04993 t)pereting Account No.: 018-08 3729-4 For ACH Payments For Credit to the Account of HAiRdES AND BOONE, LLP ABANO.111-000-025 OperatingActpuntNo.: 0t8-08-3729-4 Pum. WmraW Inwieel hum6ef: sto0mr!i apauibw Aeomry: Trt C7rinr Ctieat Mew Number:00iifll U00(Y, 3001
Haynes & Boone Page 53 of 56..t haynethoone ^ ^ 128 June 12,2013 Direct Phone Number. 3 12 867 8477 Direct Fax Number; 512 867 8691 jepf.civlnsqhaynesboone.com Southwestern Electric Power Company c/o John F. Williams Duggins Wren Minn & Romero, LLP P.O. Box 1249 Austin, TX 78767 ius b. ^ ^ ^ { Re: Professional Services by lefpcivins as Consulting Expert 15881.5 Dear John: Enclosed is our statement for services rendered through May 31, 2013 in the referenced matter. If you have any questions regarding this statement, please do not hesitate to call me. Sincetely, %* Jeff Civina fi ^^ f Q /} 0 ^A Enclosure t t^ ^/,,^f X44 r 253424t.doa j10,k6r G^^' 913 /VV po ^D^ y3 Bt1^,^ ^^^ 600 Cagw As,. SuU 1900 AaK Tam 78701-3M Phas: 512.86?.8400 Fm 512.867.8470 v^ww M^matam 3002
Haynes & Boone Page 54 of 56. y^ *rmsiw^ ^W %I Invoice Number: 21020982 CiienUManar Number: 0013981.00005 Juno 11, 2013 Southwestern Electric Power Company c/o John F. Wifflar"s Duggins Wren Mann & Romero LLP PO Box 1149 Austin TX 18767 Ernpbyv kienliikmtar No, 7i13 7 2688 Willing Attorney.- jeircivins For ProJrulonat Sern/aes Through May 3 1, 2013 0015811.000aS Consulting Expert Professional Services by Jeff Civias as Consulting Expert Professional Pea Do TiIDeitfifJ':r Pf# ElBdCQ If4dlC8 6mgYllt 05121/13 Jaft Civins Review and comment on AU decision. 1100 S650,00 05122113 JetFCivins Review and comment on AU proposal. 0.50 3325.00 Total Fen Timekeeper Summary T11mikl<SJlBL UUM Ba Amount Jetl'Civins 1.50 5650,00 $975.00 Total Professional Summary $975.00 Hayna and tiaons, UP AManwo andcaunwbn 2505 Nath Plano Naod. Sur ADM RxhordM. TuM 75082di01 Pfprs: 972 6001550 Ioa: 972 680.755 t.w'wboynesbooroeom 3003
Haynes & Boone Page 55 of 56 ^ Soutbwasteae ESoctris Power Company invoice Numbor. 21020482 Client/Matter Number: 0015881.00005 ^6/ ^ June 11, 2013 Page ^ Total Few and Expenaea Due Total Amount Dee S97&00 lj5d S97S.OFf 3004
Haynes & Boone Page 56 of 56 Southiwesiem i:3ectric Power Company Invoke Number: 21020982 ClienUMttuer Number. 0015881.00005 ilew %ad June 11, 2013 Southwestern Electric Power Company co John F, Williams aubbins Wren Mann & Romcrn LLP PO Box 1149 Austin TX 79767 CIIenUiNsttere 0015881.00005 Consulting Expert Billing Auomeyr JetFCivins Remit to: Haynes and Boone LLP P.O. Box 841349 Deltas, TX 73294-1399 ttemittange PAGE For Projestional.4ervices Through lnay 31, 2013 Total Fees Total Expenses Total Fees and Expenses Invoice Balance Due 5973 00 $0.00 $976.00 USD S975.00 WIRING INSTRUCTIONS F'OROPERA'r7iV(:I1{'QDṭlt',T+ Any knit anre tbn L's Ole rmppnilbiwyerilq smder. DANC;OFAMGRICA ie0wtit3kdspeet NewYert,NY 10001 For Credit to the AMunt oihaynls AND BOONC,!Lp ABA NO. 0260A939ti1 Operating Account No.: 018-08-3729-4 S_ WIFT 69=iAMzMN For ACH Payments For Credit to the Account of HAYNES AND BOONE, LLP ABA NO. 111-000-025 Operetin8 Account No., 018-08-3729-4 Mew 8eknact Invala Number 210209i2 i3npoiuible AYOCney, JeROrtm Ciient Mensr. Nwn6a: 0o1M1AM 3005
Page 1 of 29 N N N N N N N N N N (a 0 a) N N. N ^ sn- NO en- ^ C (a (a W O N 0 N N N N N N N N OIOIO 0101 0 1010 O 00 OD M In O O N. 0 z f- W U 0 O F- } U Z Qa OO IL 0 F U W W 3 J O w M U ^! Y U n J V W? Z d. W Z ~ W y d ^ X = W W Q O w V w I.- ag LL0 W J 0 W _ U N -0 C7 -C7 0 -ffi 0 (0 -C9 - d it w Q: ^ d' N it t0 w O w O W W O w O w h X^ X X X 3 X X^ U fq w!q W W V) w0 W fq M CO N N N N N N M CO (h m m M IN N N N N N } 0WW 0 a 0 o^o Oa n CO W X a^o c^ a conao a co w U) z w a X ^ z J Z 0 0 rn 0 )0) rn m rn m m m m U '010 O v w d ^ m CU C w0 C C C C w6 r0 yp w0 N y V=1!A U3) C C C C C 8 U U 8 U 3006
Page 2 of 29 ^ ' I^NNI^^^IIIIII^IBII^IIIIII^III^I^I^^I^IIIIIiII^ MSC 161 00111303 /11305 OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number: 00111303 Invoice Number: SWEP1211 Invoice Amount: $5,045.00 Vendor Number: 0000241323 Vendor Name: EXPERGY Approved By: BENNETT,SANDRA S Approve Date: 03/23/2012 3007
Page 3 of 29 Invoice Date Invoice # EXPERGY 31712012 SWEP-1211 328 N. Saint Paul Street;, Suite 2100 Dallas, TX 75201 214432-2500 Tax ID# 26-3106033 To: : Jeff C. Broad nerioan Electric Power Company 0 W.16 i Street iite 1520 istin, Texas 78701 BiMin Period: 2/1/2012-21291201 2 Terms I Project Due on Receipt SWEPCa - Lead-Lag Study for PiJCT Rate Case Hours Description Rate Amount 4.5 Jay Joyce $ 260 $ 4,174 31.0 81l1yAnn l.kteken (Sr. Consultant) 126 3,875 Expenses Transportation $ Meals - Lodging Other Total Expenses $ - Total $ 5,045 3008
Page 4 of 29 4 EXPERGY (#Oneratfng 8o)ukionn 01^ 4 rp ^ ^^ gp ^ P^! r ^ ^^^^ a U^6 March 1, 2012 Mr. Jeff C. Broad American Electric Power Company 400 W. 15" Street Suite 1520 Austin, Texas 78701 Dew Mr. Broad: Please find enclosed an invoice for professional fees and expenses incurred relating to the lead/lag study for Southwestern Electric Power Company (SWEP CO). This invoice covers the period from the beginning of the project through February 29, 2012. We appreciate this opportunity to provide our professional services to you. If you should have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours, J Joyc 32$ N. 8elnt Paul sl. Suite 2100 Dallas, Texas 76201 p 214.43t.2600 1 214.722.0363 exporgy4om Expert powerhouse, LLC d/b!a Ekpergy 3009
Page 5 of 29 Page ] of I Egper^y^ Professional services February 2012 BillyAnn Litteken Southwestern Electric Power Company L4std-Lag Study for PUCT Rate Fling lime: Rata ours Activity 8 Peb 2.5 Conference call with client for study preparation; meeting with J. Joyce to discuss project 21-Feb 1.0 Call with D. Erlcin re: data; meeting with J. Joyce to discuss data requirements and model 22-Feb 3.0 Initial review ofincoming data 23-Feb 4.5 Initial review ofincoming data 24-Fab 4.0 Review of study data and requirements 27-Feb i i., 6.5 Review and analysis of fiteis data 28-Feb 7.0 Review and analysis offiiels data 29 -Feb 2.5 Loading new data into CWC model TOTAi, 3010
Page 6 of 29 Page 1 of i ^ Professional Services February $012 Jay Joyce Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing ^ Ank ROIIYR Activity 21 -Feb 1.0 Conv. w/ ri, IIrkin; discuss project plan and CWC template w/ B. Litteken 24-Feb 3.5 Reviewing date received vs. requirements TflTAL ': ^ 4.5 ^ 3011
Page 7 of 29 ^ IIU^III^II^Mlll^ll^lq^ll^ll^l^^^l^^lnll MSC 16100112188 IIo'bISS OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The foiiowing invoice was submitted electronically to Accounts Payabie. Business Unit: 161 Voucher Number: 00112188 Invoice Number: Invoice Amount: Vendor Number: Vendor Name: Approved By: Approve Date: 1215 $18,875.00 0000241323 EXPERGY BRICE,THOMAS P 04/17/2012 3012
Page 8 of 29 EXPERGY 325 N. Saint Paul Street, Suite 2140 Dallas, TX 75201 214 432 25C0 Tax ID# 2$-3106033 Invoice Date Invoice # 4/512812 SWER-1215 Bill To: Jeff C. Broad srlaan Electric Power Company W.15"' Street to 1520 tin, Texas 78701 Billl Perfod: 3/1f21312-3t3.1120,12 Terms Due on Receipt Project SWEPCo - Lead-La Stud for PUCT Rate Case Hours Description Rate Amount 27.5 Jay Joyce 93.8 BIIIyAnn Litteken (Sr. Consultant) $ 260 125 $ 7,150 11,725 Travel Exnenses Transportation $ Meals - Lodging _ other Total Expenses $ - Total $ 18,875 3013
Page 9 of 29, ExPERCYm Ooner44ng 8olutlonr April 5, 2012 Mr. Jeff C. Broad American Electric Power Company 400 W. 15tl' Street Suite 1520 Austin, Texas 78701 Dear Mr. Broad: Please find enclosed an invoice for professional fees and expenses incw7r.d relating to the lead/lag study for Southwestern Electric Power Company (SWEP CO). This invoice covers the period from March I, 2012 through March 31, 2012. We appreciate this opportunity to provide our professional services to you. If you should have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours, Jay Jo ce 61 326 N. Ssknt Paul St. Sulta 2100 p 214.1321800 f 214.722.0893 expergy.com Do$as, Taxes 76201 ^TSWTxt Expert Powerhouse, LLC dlbfa Fxpergy 3014
Page 10 of 29 Page 1of] Exptirgy Profenioual Services March 2012 Jay Joyce Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing Time: 1Hovre t i S-Mar 6.0 Mg W/ B. Litteken re: CWC study approach, review of data received 6-Mar 3.5 Coafcall w/ D. Brkln & B. Litteken re: data; follow. up on call 7-Mar 1.5 Respoudtng to questions re: info needed, reviewing prior model 13-Mar 2.0 reviewing A/P sarryae daft 16-Mar 5.0 Continue reviewing dais received; compare same to priar date 20-Mar 1.5 Reviewing data, mfg, w/ B. Litteken to; data, open issues 23-Mar 2.0 Reviewing draft CWC study schedules 24-Mar = 4.0 Reviewing draft CWC study schedules; mtg w/ B, Litteken to discuss 19suos 27-Mar 2.0 Reviewing draft CWC study; confcn(l wl R. Hnmfett, B. Littaken, D. }3tlsin re: status TOTAL': 27.5, X.M.^ 3015
Page 11 of 29 Page 1 of 1 Professional Swvlees March 2012 BillyAnn Litteken Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Tt'i!!ng TfEllo RHI-I HM ^i 2-Mar 3.0 review data received for lead lag study 5-Mar 8.5 meeting with J. Joyce to discuss lead log study and data receivad; analysis of taxes 6-Mar 6.5 con arenee cull with J. Joyce and D. Erkin; work on franchise tax analysis; prepare O&M sampling 7-Mar 5.0 lead log study - work on franchise tax analysis 8-Mat' 7.0 lead log study - payroll analysis 19-Mar 7.5 lead lug study - work on O&M samples 20-Mar 9.0 lead lag study - wos k on O&M samples; meeting with J. Joyce to discuss data and analysis for lead lag model 22-Mar ' c 8.5 lead lag study - work on O&M samples 23-Mar 6.0 Checking model links and references 26-Mar 7.5 meeting with J: Joyce; revise the coal sample 27-Mar 7.8 lead log study - revise; conference call with. J. Joyce and D. i~rkin 28-Mar 7.0 law( lag study - review and analysis 29-Mar 8.0 lead lag study - review and analysis 30-Mar ii^ 2.5 lead lag study - review and analysis.fota1. 93.8 3016
Page 12 of 29 I I^lI^ a^ I^ IIII ^III II^I H^I I^8 IIW nl^ I^U alll ^I II^ IIB ^II MSC 16100114086 /y /o* OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number: 00114086 Invoice Number: 1219 Invoice Amount: $15,152.00 Vendor Number: 0000241323 Vendor Name: EXPERGY Approved By: BRICE,THOMAS P Approve Date: 06/11/2012 3017
Page 13 of 29 EXPERGYO 325 N. Saint Paul Street, Suits 2100 Dallas, TX 76201 214432-2000 Tax ID# 26-3106033 Invoice Date invoice # 5110012 SWEP-1219 To: Jeff C. Broad enoan Electric Power Company W. 15t, street 91620 tin, Texas 78701 8iifi Period: 411/2012-4/30/2012 Terms -I-- Pro Ct -- Due on Receipt SWEPCo - Lead-LN St for PUCT Rate Case Hours Description Rate Amount 36.6 Jay Joyce 20.3 BEtIyAnn Lltteken (Sr. Consultant) 25.0 David Pattilio (Sr. Consuitantj Travel Exiienses Transportation Meals Lodging Other Total Expenses $ 260 125 125 $ 9,490 2,537 3126. $ $ _ Total $ 15,152 3018
Page 14 of 29 4 EXPERGYO Generating &I"uo'le May-1, 2012 Mr. Jeff C. Broad American Electric power Company 400 W. 151h street Suite 1520 Austin, Texas 78701 Dear Mr. Broad: Please find enclosed an invoice for professional fees and expenses incurred relating to the lead/lag study for Southwesteru Electric Power Company (S1ygpC4). This invoice covers the period from April 1, 2012 ftough April 30, 2012. We appreciate this Opportunity to provide our professional services to you. If you shouid have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours, ay id 325 N. flaim Paul St. Sulte 2100 8811ea, Texas 762p1 P 214.432.2600 I 214.728.00q3 expargy.com ExROrt Poti+rarltpuae. LLC dlbra E.>WUY 3019
Page 15 of 29 Page 1 of i ^ Professional Servk= April 2012 Jay Joyce Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing Titno: Date Hours Acttvity 5-Apr 3.0 Mtg. w/ D. Pattillo ra: scope of review work; mtg w/ D. l.ftbaken re: review of CWC study 13-Apr 2.0 Reviewing CWC study and workpapers 15-Apr 8.5 Reviewing and finalizing CWC study & workpapers 16-Apr 9.5 Mtg wi D. Pattillo re: i'eview progress and findings; nitg. w/ H. Litteken re: open issues; reviewing and finalizing CWC study & workpapeia l7-apr 7.5 Finalizing and sending CWC study; work on draft testimony and sending for review 19-Apr 2.5 Revising CWC study and sending 23-Apr 2.5 Revising CWC study and warkpapers; sending final CWC study 30-Apr 1.0 Conf call re: testimony review; follow-up on issues from cail TOTAL 36.5 3020
Page 16 of 29 Page! of I ^ Profealonal Services April 2012 Bfl1yAmn Litteken Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing ^ IIM 4-Apr 6.5 Activity comparison schedule of previous case; update testimony 5-Apr 1.0 meet with J. Joyce to review Land Lag Study 16-Apr 6.0 meet with J. Joyce to finalize study 17 -Apr 3.0 mcct with J. Joyce to finalize study 18-Apr 2.0 revise study 23 Apr 1.0 met with J.loyce; revised other lexes in study 30 Apr 0.8 conference call to disouss testimony TOTAi. 20.3 ' 3021
Page 17 of 29 Page i of 1 ^ Professional Services April 2012 David Pattillo Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing T e: Pate UM Activity 5-Apr 4.5 Meeting with J. Joyce re: overview of study workpapers and scope of work 6-Apr 1.5 Checking document organization 7-Apt 3.5 Preparing documentation binder & beginning review B-Apr 3.0 Continue checking all neunbers, links, and formulae in study and wowlcpapere 10-Apr 5.0 Continue checking all numbers, links, and formulae in study and workpapers 11-Apr 6.0 Continue checking all numbers, links, and formulae in study and workpapers 16-Apr 1.5 Meeting with J. Joyce for wrap-tip and review of notes and findings TOTAL 25.0 3022
Page 18 of 29 0Og7 Z.. I^ ^1^l II^ IId1 II^I IIIII 1111 IN1 I1 MSC 161 00114087 OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number: 00114087 Invoice Number: 2012 Invoice Amount: $3,365.00 Vendor Number: 0000241323 Vendor Name: EXPERGY Approved By: BRICE,THOMAS P Approve Date: 06/11/2012 3023
Page 19 of 29 EXPERGY 326 N. Saint Paul Street, Suite 2100 Dallas, TX 75201 214 432 2500 Tax ID# 26-3106033 Date Invoice Involee# 614/2012 SWEP-1224 To; Jeff C. Broad ierican Electric Power Company D W. 156 Street 1101520 stin, Texas 78701 Bi11 Period: 5/112012-5131l2012 Terms Pr "eot Due on Receipt SWEPCo - Lead [4-m for PUCT Rate Case Hours Description Rate Amount 11.5 Jay Joyce 3.0 BillyAnn Litteken (Sr. Consultant) $ 280 125 $ 2,990 375 Travel Ex enses Transportation ttaeals Lodging Other Tot al Expenses Total $3y365 3024
Page 20 of 29 4 ExpERCY"D ttenerat[ag Bptuttone June 4, 2012 Mr. Jeff C. Broad Amerieala Electric Power Company 400 W. 15" Street Suite 1520 Austin, Texas 7$701 Dear Mr. Broad: Please find enclosed an invoice for professional fees and expenses incurred relating to the lead/lag study for Southwestern Electric Power Company ( SWEP CO). This invoice covers the period from May 1, 2012 through May 31, 2012. We appreciate this opportunity to provide our professional services to you. If you should have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours, 9 L^ Jay Joyce 326 H. Sohn paul SL Suqe 2t00 Dalh+s. Taxes 7ROI p 2t0.432.29pp t 214.722.6387 expergy.eom Expett Powethouse, LLC dlpfe Expt.tgy 3025
Page 21 of 29 Page 1 of I m Professional services May 2012 Jay Joyce Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing ^is ActlvHv 9d+day 7.5 Finalizing testimony tmd preparing draft of exhibits 10-MAY.': 3.0 Working an testiniony revisions and exhibits; fiual proofreading ofsatne 31-May 1.0 Finnlizing testimony and exhibits and sending some for finnl review TOTAL.: 11.5 ` ^ 3026
Page 22 of 29 Page 1 of 1 Prolessla"I Services May 2012 BillyAnn Litteken Southwestern Metric Power Company Lead-Lag Study for PUCT Rate Filing Afts 7'6ne: lt^ ea 10-Ivlay 2.0 Update, exhiits, review testimony 2R -May 1.0 Review achedute &4 TO'1'AT. c^.3.0. 3027
Page 23 of 29 4 EXPERGV G=nera:iag 8ofu:io119 Jl^l^7 ^ $ ^ September 12, 2012 Mr. Jeff C. Broad American Electric Power Company 400 W. 150' Street Suite 1520 Austin, Texas 78701 Dear Mr. Broad: Please find enclosed an invoice for professional fees and expenses incurred relating to the lead/lag study for Southwestern Electric Power Company (SWEPCO). This invoice covers the period from August 1, 2012 through August 31, 2012. We appreciate this opportunity to provide our professional services to you. If you should have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours, ay*joe C.-`^-- 325 N. Saint Paul St Suite 2100 Dallas. Texas 75201 A 214.432.2500 f 214.722,036.? erperg{.com 3028
Page 24 of 29 EXPERGIf 325 N. Saint Paul Street, Suite 2100 Dallas, TX 75201 214432-2500 Tax ID# 26-3106033 Invoice J Date Invoice # 9/12/2012 SWEP-1247 I Bill To. Jeff C. Broad.rican Electric Power Company W. 151h Street e1520 tin, Texas 78701 Biffm Period: 811/2012-8/31/2012 Terms Due on Receipt Pro ect SWEPCo - Lead-Lag StudyY for PUCT Rate Case Hours Description Rate Amount 8.0 Bii(yAnn Litteken (Sr. Consultant) S 125 $ 1,000 Travel EMenses Transportation $ - Meals Lodging - Other Total Expenses $ Total $ 1,00v 3029
Page 25 of 29 Page i of 1 Ezpergy^ Professional Services August 2012 Bi1lyAnn Litteken Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing Dim Date Hours Activity 23-Aug 6.0 review incoming KFis, develop testimony backup book 28-Aug 2.0 review incoming RMs TOTAL ::::,-8.0 3030
Page 26 of 29 4 EXPERGV Ge.erating Solutions 11079 ^ (0'^C i" October 1, 2012 0 ' 5^^ 100 'V +4 I1v W. Jeff C. Broad American Electric Power Company 400 W. 151h street Suite 1520 Austin, Texas 78701 Dear Mr. Broad: Please find enclosed an invoice for professional fees and expenses incurred relating to the lead/lag study for Southwestern Electric Power Company (SWEPCo). This invoice covers the period from September 1, 2012 through September 30, 2012. We appreciate this opportunity to provide our professional services to you. If you should have any questions regarding this billing, please do not hesitate to call me at 214 432-2500. Very truly yours. y.loy 325 N. Saint Paul St. Suite 2100 DaNas, Texas 75201 p 214.432.2500 f 214.722.0363 expergy,com 3031
Page 27 of 29 EXPERGY 325 N. Saint Paul Street, Suite 2100 Dallas, TX 75201 214432-2500 Tax ID# 26-3106033 Date Invoice invofoe All 10/1/2012 SWEP-1252 To: Jeff C. Brow a ican Electric Power Company W. 15tl' Street be 1520 fin, Texas 78701 3032
Page 28 of 29 Page 1 of I Ezpergy Professional Services September 2012 Jay Joyce Southwestern Electric Power Company Lead-Lag Study for PUCT Rate Filing Time: Hte Hoy» Acflvky 9 Sep 2.0 Discovery TOTAL 2.0 3033
Page 29 of 29 Page I of I Professional Services September 2012 BiIlyAnn Litteken Southwestern Electric Power Company I,ead Lag Study for PUCT Rate Filing Titne: use Activity 25-Sep 5.5 review recent filings, gather backup documentation for CWC direct testitnony TOTAL 5.5 3034
N0 00 O 00 00 O O O^ PUC Docket No. 42370 Sussex Economic Advisors Page 1 of 37 N N N N N N CO M M N N N N N 0 O O 0 0 N N N N N d) ^ N 04 N N OD M M v M O (O :.) O N O N^ ^ p h D O O 00 O ^ ^ co co P- r" rn rn r- S N N N N (V N M M M M O ' N N N 00 00 00 0 Z) N N N N N N (V LO h O O h L() u) 0 u) {[7 O 0 1 0 10 0 1 0 (V N M a0 O O O h h N(O (O N N O OD N'T(a O O O M M I^ M M O) O 0 Z H W U 0 H ^ U z Q a IL o^ U 0 W a U a: 0: F- Q: U n w ^) W? z y d. W y Z ^U) W ^a x =w w O co wf- ^ LL O W J ^ ^ W 2 U N { ^ O O1 O a1o^ a^ n(o O WY O O N OV^ h I O^^ " O 1l O O M (O t0 N V^(+O7 N^ ^^ rn n m.w ^ o {n O {n O h U) M 0 ad N 01 00) O) n fl^^^ N ^ 10 OI OIn i O O M N CO n ^- n ; J J J J J J J J J J J J J J J J J J J J Cn U) CO CO it (0 ^^ ^d' 0: a: w 0: 00 00 ^ ^ N 00 ^ 0 0 CO 00 00 00 00 0 0 QQ aa QQ QQ Q a 2 2L) U U 2L) U 0 ML O OO 20 20 OO OO OO 20 20 po J zz zz zz zz z z 0 CO C) 0 0 00 00 00 0 0 0 ww ww ww ww 0 0 CO W W^ W W33 W W NXX-X-X d fn!q Cn (n O CO CO fn CO Cn E ( n f n ^! Q (n ^ f n Q f n, p ( n f n ^ f 7 ^ O M O Z ln fa f4 fa (A CO (n fa CO!n!n ln fn (A fn fn ` ^ W 00 00 OD 00 ro W 00 ro 00 0 C d N co N N N N N O N O N co N O WV > X lll 0 ^ 04 L[) N O) O V N CO!l7 = N CO CO 1^ I^ ^l) U) n ^ 3 a v n ^ ^ v 0 ^ o n ^ N N N N O y W N z W IL X w ^ 2 ^ W a) a) 0) w w (D (D 0 o Q Q o Q o 0 0 ^2 J N z 0 O y m m m m m 2m m 2m C 2 -C Y5 _l f5-5 /1 U7i tl5i -1 r5 il w Ui y w C C C C C C C C C J U U U U U U U U o U 3035
Sussex Economic Advisors Page 2 of 37 ^ ^ I^mIIIIb^II^I^^^Ii^i^I^iNIIIINI^WII^II^IIIiIN MSC 161 00114612 OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number: 00114612 Invoice Number: 120003 Invoice Amount: $6,068.75 Vendor Number: Vendor Name: SUSSEX ECONOMIC ADVISORS, LLC Approved By: BENNETT,SANDRA S Approve Date: 06/26/2012 3036
Sussex Economic Advisors Page 3 of 37 Sussex Economic Advisors, LLC 3 Trailside Way Norfdk, MA 02056 INVOICE SINFPCO ROE Testimony h..oko >I«John Williama Du99kn wren Mann 3 Ron»ro, LLP Mr. John F Williams P.O. Box 1149 Austin, TX 78767-1149 awac- s o^es. 12.0003 03fd0/12 ll s6^088.75 summary of Chars" Time Charges AMOUNT DUE (TFtIS INVOICE) Detailed fee and expense information is attached. r.nw a,.*uk Feb, 2012 $6.068.75 $6,068.75 Kindly remit bank check payable to Suasax Economic,4dulsprs LLC Taxpayer ID 4rrq305gB1 For billing inquiries contact Kfmberly Dao: kdao@sussex-advt^. cam 3037
Sussex Economic Advisors Page 4 of 37 Sussex Economic Advisors, LLC 3 Trsilskle Way Notfalk, MA 02056 INVOICE SWEPCO ROE Tisdteony P7o%sslonal Fees (detail) Kathleen Hevwt Daft MM! a1timm Owe.Y^N. 02129112 Kathleen Hevert Develop ROE models; update data 02l26N2 Kathleen Hevert Oevebp ROE models; update data 02J27112 Kathleen Hevart Develop ROE models; update data 02/23/12 Kathleen HeveR Develop ROE models; update data 02122/12 Kathleen Hevert Develop ROE models; update data 02/21/12 Kathleen Hevert Develop ROE models; update data Itobdst 1lavert Daft swal.rbr ^ 02/29M2 Robert Haven prepare analyses; begin draft testimony 02128112 Robert Heveit Prepare anal yaw begin draft testimony 02t27112 Robed Hevert Prepare analyses; begin draft testimony 02/23/12 Robert Haven Prepare analyses; begin draft testimony 02/22/12 Robert Hevert Prepare analyses; begin draft testimony 02l21/12 Robert Hevert Prepare analyses; begin draft testimony Slam 2.00 q "" 550.00 1.25 343.75 1.75 481.25 2.00 550.00 2.00 550.00 1.25 343.75 Total Fan for Kathleen Havert 10.26 2,84e.75 a, p"'r" 2.00 650.00 1.50 487,50 2.00 650.00 1.50 487.50 2.00 650.00 1.00 325.00 Total Feft for Robert Navert: 10.00 3,260,00 Kindly remit hank ahedc payabfa fo Sussex Economic Adw'sorA LLC Taxpayer 10 45-4305861 F r'bilmg kmidriea wmct Kimberly Aao: kdaoqsusaex,sdvlsorscam 3038
Sussex Economic Advisors Page 5 of 37 StM EaruricA di-9314 L L C April 2, 2012 Mr. John F William P.O. Box 1149 Austin, TX 78767-1149 ftject: I nvoiaefor Fdxuay 2012 Dear Mr. Williams: Please find attadled 8uenc Economic Advisord invoice for profeseional servioes performed during the month of 1=etxuay 2a12 Please remit payrnent within 30 dajs to "3iseE,c Economic Advisors, LLC" at thefollowing ad&ess 3 Tralsrfe Way Norfolk, MA 02066 We sincerely appreciate the opportunity to wiatc with you on this engagement. please, fed free to Contact meat 508-73&7806 or kdao ^s,^c-advi^rscom with any questions or conaems you mav h avereprling thisinvoiaa Thank you. Sincerely, Kimberly Dao Office Manrw Attachment 3 Tralsct3Way, Nafdk MA MW 3039
Sussex Economic Advisors Page 6 of 37 ^ ^ 1^IiMIINII^II^^IIII^I^II^III^^I^WiliNlll^lll^l^l^ MSC 161 00114675 11415, OPR Cover Sheet Use this oover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number. 00114675 Invoice Number: 120020 Invoice Amount: $18,900.00 Vendor Number: 0000268911 Vendor Name: SUSSEX ECONOMIC ADVISORS LLC Approved By: BENNETT,SANDRA S Approve Date: 06/27/2012 3040
Sussex Economic Advisors Page 7 of 37 Sussex Economic Advisors, LLC 3 Trails'ide Way Norfolk, MA 02056 INVOICE SVRPCO ROE Testimony Invaics tw John Williams Dugglne Wren Mann & Romero, LLP P.O. Box 1149 Austin, TX 78767-1149 lavolas 0-11 DaH 12.0020 06/21/12 518,900.00.nnsc nut dy summary of chargies Time Charges wavun I uue I rnns INVOICE) Detailed fee and expense information is attached Pod" May, 2012 $18,900.00 """t f18.900 ne Total Outstanding Uafonce (*s of 06/22/12) > i0 Days 04.90 Days 3140 04% 1.70 Days 10.00 $6,06875 $0.00 330.866.85 Crrn^t Telat $21,98750 ;58,723.10 Kindly rem# bank check payable to Sussex Eoonami0 Advisors, LGC raxpeyerld 45-4305861 ForbNOng lnquirtes contact XjmberlyDao. kdeo@sussex-advisor3.com 3041
Sussex Economic Advisors Page 8 of 37 Sussex Economic Advisors, LLC 3 Trallside Way Norfolk, MA 02056 INVOICE SYrEPCO ROE Testimony Professional fees (detail) Adam Perry DR" ettltmwhr peaeamtlm 05115112 Adam Perry Audited exhibits and supporting PP^n9 analyses. 05/14112 Adam Perry Research regarding environmental regulations. Mew. Charges 6.50 1,482.50 3.00 675.00 Total Feet for Adam Perry: 9.60 2,137.60 Joshua Nowak no" atimyeroler description 05I30/12 Joshua Nowak Call with client to review testimony; incorporate edits to testimon ""M 0"" Y 05116112 2.50 Joshua Nowak 562.50 Edits to testimony draft 05J16112 5.50 Joshua Nowak 1,237.50 Updates to analysis and edits to testimony; audit analyses 05/14/12 8.00 Joshua Nowak 1,800.00 Updates to analysis and edits to testimony 05111112 8.50 Joshua Nowak 1,462.50 Review proxy group data 05109112 2.00 Joshua Nowak 450.00 Call to review testimony; Incorporate comments into draft 05108112 5.50 Joshua Nowak 1,237.50 Edits to testimony 05/07112 3.00 Joshua Nowak 675.00 Edits to testimony 05/04112 3.00 Joshua Nowak 675.00 Edits to testimony 6.00 1,350.00 Kimberly Ono Daft atra! Number Description 05l16112 Klmbedy Dao Formal testimony per J. Nowak Mark Hevert Total FM for Joshua Nowak: 4t00 9,480.00 1.511 75.00 Total Fees for Kimberly Duo: 1.60 76. 00 Do" atw M*mbK DMC"FtlN 05/31/12 Mark Hevert Business segment data collectionarganization/ ana lysis. 05/30112 Mark Hevert Business segment data coiiedionorganizaliananalysis. "Gars 2.50 2.50 ch ae' Owed Mag" Daft Stan Number Description 05/15I12 Owen Magee Analysis, exhibit development and testimony audit 05f1M12 Owen Magee Data collection, analysis and exhbit development 05/11/12 Owen Magee Business segment data audit Robert Nevert Tetal Few for Mark Heverrt 6.00 users c! w~' 8 50 1,912.50 6.50 1,462.50 2.00 450.00 Total Fees for Owen Magee: 17.00 3,826.00 Do" atrrar«sw beseapp0e 05131112 Robert Hevert Continued review of analyses and draft testimony ""a Charges 05130!12 Robert Hevert 1-^ 325.00 Continued review of analyses and draft testimony 05125112 1.00 Robert Hevert 326.00 Continued review of analyses and draft testimony 05/16112 1.00 Robert Hevert 325.00 Review analyses and draft testimony 05115112 1.25 Robert Heverl 406.25 Review analyses and draft testimony 05/1 1/12 1.25 Robert Hevert 406.25 Review analyses and draft testimony 1.25 406.25 Kindty remit bank check payable to Sussex Economk: Advisors, LLC Taxpayer ID 45-4305061 Fror6ilNn9'k9+Hfies oontact Rlmberty Dec. kdao@sussex-adv;sors.oom 3042
Sussex Economic Advisors Page 9 of 37 Sussex Economic Advisors, LLC 3 Traliside Way NoNolk. MA 02056 INVOICE SWlPCO RON Testimony Robert Haven sne amr M ws.. 051oB112 Robert Haven 05104112 08103112 Robert Hevert Robert Hevert n.crmn. n Review analyses and draft testimony Review analyses and draft testimony Review analyses and draft testimony Item 1.25 1.25 1.25 Charges 406.25 40&26 406.25 Total Fees for Robert Havart 10.60 3,412.60 Kindly remit bank check payable to Sussex Economic Advisors, LLC Taxpayer 10 45-4305861 For lu1an91n4uiries contact Kim6er/y Doc: kdeo@sussex-advisas.com 3043
Sussex Economic Advisors Page 10 of 37 Sn.crex EconomicAdvitors, LLC mxnv,rursea adtritors com June 22, 2012 Mr. John Williams Duggins Wren Mann & Romero, LLP P.O. Box 1149 Austin, TX 78767-1149 Subject. Invoice for May 2012 Dear Mr. Williams: Please find attached Sussex Economic Ndvisors' invoice for professional services performed during the month of May 2012. Please remit payment within 30 days to "Sussex Economic Advisors, LLC" at the following address: 3 Trailside Wav Norfolk, MA 02056 We sincerely appreciate the opportunity to work with you on this engagement. Please feel free to contact me at 508 736-7808 or kdaot"ri-sussex-1dvisors com with any guesaons or concems you mai have regarding this invoice. Thank you. Sincerely, Kimberly Dao Office Manager Attachment 3 Trailside W/ay, Norfolk, MA 02056 3044
Sussex Economic Advisors Page 1 1 of 37 1150n) 11111111111111111 l1nm1111111111li1ii^iiinff^iln MSC 161 00115032 OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: 161 Voucher Number: 00115032 Invoice Number: 120006 Invoice Amount: $14,912.50 Vendor Number: 0000268911 Vendor Name: SUSSEX ECONOMIC ADVISORS LLC Approved By: BENNETT,SANDRA S Approve Date: 07/09/2012 3045
Sussex Economic Advisors Page 12 of 37 Sussex Economic Advisors, LLC 3 Trailside Way Norfolk, MA 02056 INVOICE SYYEPCO RON Testimony imrolce toe John Williams Ouggins Wren Mann & Romero, LLP P.O. Box 1149 Austin. TX 78767-1149 InvOlei / bst^. r 12.0006 04/19/12 i14,91z30.wn1i. n$i.w summary of Charges Time Charges AMOUNT DUE (THIS INVOICE) Detailed fee and expense informatkn is attached. PwlM try'" Mar, 2012 $14,912.50 $14,912.50 Total Outstsnding Srl&nee (as of Q4/1a112) s so Dap a140 Do" ]t-ee say* 140 aqtn $0.00 $0.00 $0.00 $6.068.75 cwftat Tsta1 $14.912.50 $20,981.25 Kinaily rt9 m4 bank check payable to Sussex Economic Advisors. LLC Taxpayer IO 48-4905061 Pot billing inquiries contact Klmpery oao: kdeoqsussex-advlsors.com 3046
Sussex Economic Advisors Page 13 of 37 Sussex Economic Advisors, LLC 3 Traitside Way Norfolk. MA 02056 INVOICE 3WEPCO ROE Testimony PrOftnalonal Fees (detail) Joshua Nowak Date ftaf/mmimr bsserlptlm 03/29/12 Joshua Nowak Draft testimony and develop exhibits cm's" 4.00 03128/12 9W.00 Joshua Nowak Draft testimony and develop exhibits 4.00 9M.00 03122112 Joshua Nowak Draft of testimony; supporting analysis 1.50 03/21112 337.50 Joshua Nowak Draft of testimony; review model results 5.50 1.237.50 Robert Havort Data staff stsmnr besarlptlsn 03M12 Robert Haven Continued review of analyses and testimony 03129112 Robert Revert Continued review and revisions to testimony 03128112 Robert Hevert Prepare analyses; begin draft testimony 03f27112 Robert Revert Prepare analyses; begin draft testimony 03l26112 Robert Revert Prepare analyses; begin draft testimony 03J23112 Robert Hevert Continued review of analyses and testimony 03122112 Robert Hevert Continued review and revisions to testimony 03121112 Robert Hevert Prepare analyses: begin draft testimony 03r20f12 Robert Hevert Prepare analyses; begin draft testimony 03l19112 Robert Hevert Prepare analyses: begin draft testimony 03116l12 Robert Hevert Continued review of analyses and testimony 03115112 Robert Hevert Continued review and revisions to testimony 03114112 Robert Hevert Prepare analyses; begin draft testimony 03113112 Robert Revert Prepare analyses; begin draft testimony 03112/12 Robert Hevert Prepare analyses; begin draft testimony 03/09112 Robert Hevert Continued review of analyses and testimony 03/08/12 Robert Hevert Continued review and revisions to testimony 03107/12 Robert Hevert Prepare analyses; begin draft testimony 03 06112 Robert HeveA Prepare analyses; begin draft testimony 03105112 Robert Hevert Prepare anatyses: begin draft testimony 03/02l12 Robert Heverl Continued review of analyses and testimony 0301112 Robert Hevert Continued review and revisions to testimony Total Fees far Joshua Nowak; 16.00 3,37i00 News 1.25 ^^" 406.25 1.50 487.50 1.50 487.50 1.00 325.00 1.25 406.25 1.25 406.25 1.50 487.50 2.00 650.00 1.50 487.50 1.25 406.25 1.25 408.25 2.00 650.00 2.00 850.00 1.60 487.50 2.00 660.00 125 406.25 2 00 650.00 2.00 650.00 1.50 487.50 2.00 650.00 2.00 650.00 2.00 650.00 Toed Fees forrobert Hevert 35.50 11,637.60 Kindly remit bank check payable to Sussex Economic Advisors, LLC Taxpayer ID 454305861 For billing inquiries contact Kimberly Dao: kdsc@sussex-advisors.com 3047
Sussex Economic Advisors Page 14 of 37 Sussex Ecnnomic Advisors, LLC April 19, 2012 Mr. John Williams Duggins Wren Mann & Romero, LLP P.O. Box 1149 Austin, TX 78767-1149 Subject: Invoice for March 2012 Dear Mr. Williams: Please find attached Sussex Economic Advisors' invoice for professional services performed during the month of March 2012. Please remit payment within 30 days to "Sussex Economic Advisors, LLC" at the following address: 3 Trailside Way Norfolk, MA 02056 We sincerely appreciate the opportunity to work with you on this engagement. Please feel free to contact me at 508-736-7808 or kclao(rt^sussex-ad. isnrti con with any questions or concerns you may have regarding this invoice. Thank you. Sincerely, Kimberly Dao Office Manager Attachment 3 Trai/tide!Y/ay, Norfolk, MA 02056 3048
Sussex Economic Advisors Page 15 of 37 115033 j I^WIII^nIII^I^I^II^II^III^I^Ui^{IIWIIIIIIII^Nil^ll MSC 161 00115033 OPR Cover Sheet Use this cover sheet to send documents to Accounts Payable that are related to vendor payments initiated via an electronic interface. Account Payable will process this cover sheet and related documents, and reference the vendor payment generated from the electronic interface. The following invoice was submitted electronically to Accounts Payable. Business Unit: Voucher Number: Invoice Number: Invoice Amount: Vendor Number: Vendor Name: Approved By: Approve Date: 161 00115033 120011 $15,754.35 0000268911 SUSSEX ECONOMIC ADVISORS LLC BENNETT,SANDRA S 07/09/2012 3049