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HomeMy WebLinkAboutRESPONSE - BID - 5868 ATMS COMMUNICATIONS SYSTEM PHASE 3 (3)MYR Group Inc. Consolidated Financial Statements December 31, 2003 and 2002 MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of do0ars, except per share data) 5. Contracts in Process The net asset position for contracts in process consisted of the following at December 31, 2003 and 2002: Cost incurred on uncompleted contracts Estimated earnings Less: Billings to date 2003 2002 $ 423,235 $ 610,024 27,063 36,662 450,298 646,686 451,461 646,593 $ (1,163) $ 93 The net asset position for contracts in process is included in the accompanying consolidated balance sheet as follows at December 31, 2003 and 2002: 2003 2002 Costs and estimated earnings in excess of billings on uncompleted contracts $ 15,139 $ 16,075 Billings in excess of costs and estimated earnings on uncompleted contracts (16,302) (15,982) $ (1,163) $ 93 6. Property and Equipment Property and equipment consisted of the following at December 31, 2003 and 2002: Land Buildings and improvements Construction equipment Office equipment Less: Accumulated depreciation 2003 $ 931 3,842 16,146 2,378 23,297 2002 $ 931 3,860 15,384 2,231 22,406 (9,694) (6,092) $ 13,603 $ 16,314 9 MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) 7. Accrued Liabilities Accrued liabilities consisted of the following at December 31, 2003 and 2002: 2003 2002 Self-insurance retention $ 15,281 $ 17,932 Change of control compensation - 2,339 Payroll and incentive compensation 2,910 1,442 Union dues and benefits 3,788 4,693 Profit sharing and thrift plan 469 565 Taxes, other than income taxes 1,737 799 Other 4,731 3,789 $ 28,916 $ 31,559 8. Income Taxes The provision for income taxes benefit consisted of the following for the years ended December 31, 2003 and 2002: 2003 2002 Current Federal $ (4,556) $ (3,238) State (1,347) (653) (5,903) (3,891) Deferred 174 3,407 $ (5,729) $ (484) The differences between the U.S. federal statutory tax rates and the Company's effective rates for the years ended December 31, 2003 and 2002 are as follows: 2003 U.S. federal statutory rate (34.0)% State income taxes, net of U.S. federal income tax benefit (6.0) Change of control payout (13.4) Exercise of FirstEnergy's stock options (1.6) Fuels tax credits (14) Other 2.3 (56.1)% 2002 34.0 % 6.0 (15.0) (15.0) (14.0) (3.0) (7.0)% T MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) The net deferred tax assets and (liabilities) arising from temporary differences at December 31, 2003 and 2002 are as follows: Employee and retiree benefit plans Excess tax over book depreciation Insurance accruals Other allowances and accruals 9. Related Party Transactions 2003 2002 Current Noncurrent Current Noncurrent Assets Liabilities Assets Liabilities $ 207 $ - $ - $ 218 (5,297) (5,165) 5,564 - 4,454 - 2,177 (1,592) 3,552 (1,827) $ 7,948 $ (6,889) $ 8,006 $ (6,774) In connection with certain construction services provided to an affiliate of FirstEnergy, there were contract receivables of $1,039 and $198 as of December 31, 2003 and 2002. Total revenue recognized by the Company for services provided to the affiliate for the years ended December 31, 2003 and 2002 were $3,610 and $2,993, respectively. The related costs of providing these service; were $3,825 and $2,580, respectively. 10. Commitments and Contingencies At December 31, 2003 and 2002, the Company had outstanding irrevocable standby letters of credit totaling $13,336 and $4,473, respectively, related to the Company's payment obligation under its insurance programs. The Company also leases real estate and construction equipment under operating leases with terms ranging from one to five years. Future minimum lease payments as of December 31, 2003: Year Amount 2004 $ 14,472 2005 9,948 2006 4,698 2007 1,515 2008 687 Total rent expense for the years ended December 31, 2003 and 2002 were $25,788 and $33,245, respectively. The Company is involved in various legal matters which arise in the ordinary course of business for which the Company has made provisions in its financial statements as appropriate. The Company believes that there is no pending or threatened litigation that would have a material adverse effect upon the Company's financial condition. 11 MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) 11. Stock Option and Restricted Stock Plans The Company, as a result of the FirstEnergy acquisition, recorded a long -tens asset of $581 related to the intrinsic value allocable to unvested stock options at the acquisition date. This amount was amortized as compensation expense over the remaining future vesting period. The unamortized balance at December 31, 2003 and 2002 was $0 and $324, respectively. Vesting of options granted is determined separately for each grant and has generally been over a three to five year term. All options outstanding have a ten year life from the date of grant. Transactions and other information relating to the outstanding stock options for various officers and employees of the Company for the years ended December 31, 2003 and 2002 are summarized below: Weighted Average Number Exercise of Options Price Outstanding at December 31, 2001 257,441 $ 18.13 Forfeited (12,292) 34.80 Granted 136,604 34.80 Exercised (148,455) 17.77 Outstanding at December 31, 2002 233,298 27.24 Forfeited (1,257) 34.80 Exercised (21,586) 11.55 Outstanding at December 31, 2003 210,455 $ 28.80 Exercisable at December 31, 2002 97,520 $ 19.61 Exercisable at December 31, 2003 87,400 $ 20.36 FirstEnergy stock options outstanding for various officers and employees of the Company at December 31, 2003 are summarized below: Options Outstandin Weighted Average Number Exercise Exercise Prices Outstanding Price $ 8.35 $ 9.35 15,091 $ 8.83 14.23 23.75 72,309 22.77 34.80 34.80 123,055 34.80 210,455 Options Exercisable Weighted Average Number Exercise Exercisable Price 15,091 $ 8.83 72,309 22.77 87,400 12 MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) The weighted average fair value of options outstanding during 2003 and 2002 was $5.09 and $7.20, respectively. The fair value of each stock option grant is estimated using the Black-Scholes option pricing model with the following weighted average assumptions (no stock options were granted in 2003): Expected life (years) Risk -free interest rate Expected volatility Expected dividend yield 2002 7.60 5.08 % 23.31 % 4.27 % The Company accounts for stock options in accordance with Accounting Principles Board Opinion No. 25, under which no compensation cost has been recognized for stock option awards granted at fair market value. Had compensation cost for stock options been determined consistent with Statement of Financial Accounting Standards No. 123, "Accounting for Stock - Based Compensation" (SFAS 123), the Company's pro forma net (loss) income for the years ended December 31, 2003 and 2002 would have been ($4,706) and $7,100, respectively. Participants under the restricted stock award plan are entitled to cash dividends and to vote their respective shares. The shares issued are held by the Company until the restriction period expires. Unearned compensation equivalent to the market value at the date of grant is amortized to expense over the restriction period. During 2001, in conjunction with the acquisition of GPU by FirstEnergy, the converted restricted shares were converted into restricted shares in FirstEnergy at a conversion rate of 1.2318 per share. The charge for compensation under the plan for the years ended December 31, 2003 and 2002 was $252 and $919, respectively. 12. Employee Benefit Plans The Company has profit sharing and thrift employee benefit plans in effect for all eligible salaried employees. Company contributions under such plans are based upon a percentage of income with limitations as defined by the plans. Contributions for the year ended December 31, 2003 and 2002 amounted to $999 and $1,060, respectively. Certain key management employees participate in FirstEnergy's long-term incentive program. Awards vest over a two year period from the grant date to the extent the company achieves certain identified performance measures, including after-tax margin, revenue growth and return on assets. Certain employees are covered under union -sponsored collectively bargained defined benefit plans. Expenses for these plans for the years ended December 31, 2003 and 2002 amounted to $24,740 and $31,966, respectively, as determined in accordance with negotiated labor contracts. 13 MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) 13. Costs of Under -Performing Business Unit Management decided to exit the power plant market due to the depressed market conditions and the near -term outlook in this market. This work was conducted primarily by one subsidiary of the Company, which recorded a pre-tax loss of $5.1 million in 2003. The pre-tax loss included $533 for restructuring expenses. For year ended December 31, 2002, the Company recorded nonrecurring charges for $275, related to certain under -performing business units. The restructuring expenses . cover unamortized leasehold improvements, lease obligations and severance costs. The costs of the restructuring plan have been classified in selling, general and administrative expenses on the consolidated statement of income. 14. Change of Control In 1999, certain executives entered into Change of Control Agreements with the Company in advance of the purchase of the Company by GPU. The agreements provide a number of benefits covering salary and bonus, accelerated stock option payments, accelerated restricted stock payments and vesting, and other miscellaneous payments. During 2002, all executives under the agreements exercised their rights. As a result, benefits totaling $2,339 were paid in cash during 2003 and benefits totaling of $2,617 were paid in cash during 2002. The above amounts were charged to goodwill. The Company incurred $285 of additional expense during 2003 due to the higher closing price of FirstEnergy stock on the payout date. 14 pRICEWArERHOU$�OOPERS @ PricewalerhouseCoopers LLP One North Wacker Chicago IL 60606 Telephone (312) 298 2000 Facsimile (312) 298 2001 Report of Independent Auditors To Board of Directors and Shareholder of MYR Group Inc. In our opinion, the accompanying consolidated balance sheets and the related consolidated statements of operations, shareholder's equity and of cash flows present fairly, in all material respects, the financial position of MYR Group Inc. at December 31, 2003 and 2002, and the results of its operations and its cash flows for the years ended December 31, 2003 and 2002 in conformity with accounting principles generally accepted in the United States of America. These financial statements are the responsibility of the Company's management; our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits of these statements in accordance with auditing standards generally accepted in the United States of America, which require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, and evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. lid January 30, 2004 MYR Group Inc. Consolidated Balance Sheets December 31, 2003 and 2002 (in thousands of dollars) 2003 2002 Assets Current assets Cash and cash equivalents $ 9,281 $ 43,202 Accounts receivable, net 74,531 79,082 Costs and estimated earnings in excess of billings on uncompleted contracts 15,139 161075 Deferred income taxes 7,948 8,006 Other current assets 9,000 3,814 Total current assets 115,899 150,179 Property and equipment, net 13,603 16,314 Goodwill 63,136 63,136 Other assets 1,622 1,309 Total assets $ 194,260 $ 230,938 Liabilities and Shareholder's Equity Current liabilities Accounts payable $ 10,516 $ 15,570 Billings in excess of costs and estilated earnings on uncompleted contracts 16,302 15,982 Accrued liabilities 28,916 31,559 Total current liabilities 55,734 63,111 Other liabilities 296 220 Deferred income taxes 6,889 6,774 Total liabilities 62,919 70,105 Shareholder's equity Common stock - no par value per share; authorized 100 shares; 100 issued and outstanding - - Additional paid -in capital 135,868 150,000 Retained eamings/(accumulated deficit) (4,527) 10,833 Total shareholder's equity 131,341 160,833 Total liabilities and shareholder's equity $ 194,260 $ 230,938 The accompanying notes are an integral part of the consolidated financial statements. N MYR Group Inc. Consolidated Statements of Operations Years Ended December 31, 2003 and 2002 (in thousands ojdoIlars) Contract revenues Contract costs Gross profit Selling, general and administrative expenses (Loss) income from operations Other income (expense) Interest income Interest expense Gain on sale of property and equipment Amortization of intangibles Other (Loss) income before provision for income taxes Benefit for income taxes Net (loss) income 2003 2002 $ 437,822 $ 525,907 406,702 475,971 31,120 49,936 42,483 44,162 (11,363) 5,774 275 581 (33) (53) 599 1,531 - (300) 301 (722) (10,221) 6,811 (5,729) (484) $ (4,492) $ 7,295 The accompanying notes are an integral part of the--onsohdated financial statements. 3 MYR Group Inc. Consolidated Statements of Shareholder's Equity Years Ended December 31, 2003 and 2002 (in thousands of dollars) Balance January 1, 2002 Net income Balance December 31, 2002 Net loss Dividend distribution Balance December 31, 2003 z Additional Common Paid -In Stock Capital $ - $ 150,000 150,000 (14,132) $ - $ 135,868 Retained Earnings/ (Accumulated Deficit) $ 3,538 7,295 10,833 (4,492) (10,868) $ (4,527) Total $ 153,538 7,295 160,833 (4,492) (25,000) $ 131,341 0 The accompanying notes are an integral part of the consolidated financial statements. 4 MYR Group Inc. Consolidated Statements of Cash Flows Years Ended December 31, 2003 and 2002 (in thousands of dollars) 2003 2002 Cash flows from operating activities Net (loss) income S (4,492) S 7,295 Adjustments to reconcile net income to net cash flows (used in) provided by operating activities Depreciation and amortization 5,010 5,137 Amortization of intangibles - 300 Amortization of restricted stock awards 576 919 Deferred income taxes 174 3,407 Gain on sale of property and equipment (599) (1,531) Changes in operating assets and liabilities: Accounts receivable, net 4,551 32,608 Costs and estimated earnings in excess of billings on uncompleted contracts 936 8,751 Other, assets (6,075) (3,304) Accounts payable (5,054) (1,262) Billings in excess of costs and estimated earnings on uncompleted contracts 320 (126) Self insurance retention accruals (2,651) (103) Other liabilities 2,422 (12,758) Net cash flows (used in) provided by operating activities (4,882) 39,333 Cash flows from investing activities Proceeds from sale of property and equipment 901 3,181 Payments for change of control (2,339) (2,617) Purchases of property and equipment (2,601) (4,930) Net cash flows used in investing activities (4,039) (4,366) Cash flows from financing activities Dividends paid (25,000) Net cash flows used in financing activities (25,000) - Increase (decrease) in cash and cash equivalents (33,921) 34,967 Cash and cash equivalents 43,202 8,235 Beginning of period End of period $ 9,281 S 43,202 The accompanying notes are an integral part of the consolidated financial statements. E MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) 1. Organization and Business MYR Group Inc. (the "Company") is a wholly owned subsidiary of FirstEnergy Corporation ("FirstEnergy') and consists of the following wholly owned subsidiaries: The L. E. Myers Co., a Delaware corporation ("Myers"), Hawkeye Construction Inc., an Oregon corporation ("Hawkeye"), Harlan Electric Company, a Michigan corporation ("Harlan'), Sturgeon Electric Company, Inc., a Michigan corporation ("Sturgeon"), Power Piping Company, a Pennsylvania corporation ("Power Piping"), MYRcom, Inc., a Delaware corporation ("MYRcom'7, ComTel Technology, Inc., a Colorado corporation ("ComTel"), MYRpower, Inc., a Delaware corporation ("MYRpower"), Great Southwestern Construction, Inc., a Colorado corporation ("Great Southwestern"), and D.W. Close Company Inc., a Washington corporation ("D.W. Close"). The construction services performed by the Company are principally infrastructure services and commercial/industrial services. The infrastructure construction and maintenance services include primarily electric and gas utility line construction and maintenance services, telecommunication construction services and traffic signals and street lighting construction services. The commercial/industrial services include electrical and mechanical construction and maintenance services to the commercial and industrial marketplace. Work is performed under lump sum, unit price, and cost -plus -fee contracts. These contracts are undertaken by the Company or its subsidiaries individually, or with subcontractors. The Company grants credit, generally on a non -collateralized basis, to its customers and is subject to potential credit risk related to changes in business and overall economic activity. Management continually monitors the financial condition and payment performance of its customers. The Company establishes a provision for doubtful accounts when deemed necessary. 2. Basis of Presentation Consolidated financial statements include the Company and its subsidiaries. Significant intercompany transactions and balances have been eliminated. 3. Summary of Significant Accounting Policies Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and revenues and expenses during the period reported. Actual results could differ from those estimates. MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) Revenue Recognition The Company recognizes revenue on lump sum contracts using the percentage -of -completion accounting method determined in each case by the ratio of cost incurred to date on the contract (excluding uninstalled direct materials) to management's estimate of the contract's total cost. Contract cost includes all direct material, subcontract and labor costs and those indirect costs related to contract performance, such as supplies, tool repairs and depreciation. Revenue is recognized as units are completed under unit price contracts. Revenue is recognized on cost -plus -fee contracts as costs are incurred. The Company charges selling, general, and administrative costs, including indirect costs associated with maintaining district offices, to expense as incurred. Provisions for estimated losses on uncompleted contracts are recorded in the period in which such losses are determined. Changes in estimated revenues and costs are recognized in the periods in which such estimates are revised. Classification of Current Assets and Current Liabilities The length of the Company's contracts varies, with some larger contracts exceeding one year. In accordance with industry practice, the Company includes in current assets and current liabilities amounts realizable and payable under contracts, which may extend beyond one year. Cash Equivalents The Company considers all highly liquid investments purchased with an original maturity of three months or less to be cash equivalents. Property and Equipment Property and equipment are carried at cost. Depreciation for buildings and improvements is computed using the straight-line method over estimated useful lives ranging from five years to thirty-two years. Depreciation for equipment is computed using straight line and accelerated methods over estimated useful lives ranging from three years to ten years. The cost of maintenance and repairs is charged to income as incurred. Impairment of Long -Lived Assets The Company assesses the impairment of its long-lived assets, including property, plant and equipment whenever economic events or changes in circumstances indicate that the carrying amounts of the assets may not be recoverable. Long-lived assets are considered to be impaired when the sum of the expected future operating cash flows undiscounted, is less than the carrying amount of the related assets. Goodwill The Company adopted the Financial Accounting Standards Board's Statement of Financial Accounting (SFAS) 142, "Goodwill and Other Intangible Assets." SFAS 142 requires that goodwill and certain other intangible assets no longer be amortized, but instead be evaluated for impairment at least annually. The Company has performed a goodwill impairment analysis with fair value determined by utilizing a discounted cash flow model. Based upon the results of the analysis, no impairment existed at December 31, 2003. MYR Group Inc. Notes to Consolidated Financial Statements December 31, 2003 and 2002 (in thousands of dollars, except per share data) At December 31, 2003 and 2002, the carrying amount of goodwill related to FirstEnergy's 2001 acquisition of the Company, representing the difference between the total purchase price and the estimated fair value of the underlying assets acquired and liabilities assumed, amounted to $60,512. The carrying amount of goodwill related to all acquisitions made by the Company amounted to $2,624 at December 31, 2003 and 2002. Insurance The Company maintains insurance coverage it believes to be adequate for its needs. Under its insurance contracts, the Company usually accepts self -insured retentions appropriate for the specific risks of its business. Income Taxes Deferred income taxes are recorded based upon the differences between the financial statement and the tax basis of assets and liabilities and available tax credit carryforwards. Valuation allowances are established when necessary to reduce deferred tax assets to the amount expected to be realized. The Company is included in FirstEnergy's consolidated tax return. The Company has calculated their tax provision on a stand alone basis. Fair Value of Financial Instruments The carrying value of cash and cash equivalents, accounts receivable and payable, accrued liabilities, and other assets and liabilities approximates fair value due to the short maturities of these instruments. Supplemental Cash Flows Supplemental disclosures of cash flow information for the year ended December 31, 2003 and 2002 are as follows: 2003 2002 Cash paid during the period for Income taxes $ 1,046 $ 4,742 Interest expense 33 55 4. Accounts Receivable Accounts receivable consisted of the following at December 31, 2003 and 2002: Contract receivables Contract retainages Other Less: Allowance for doubtful accounts 2003 2002 65,149 $ 66,990 10,510 14,036 381 299 76,040 81,325 (1,509) (2,243) $ 74,531 $ 79,082