Economic Study Process Attachment K What is an Economic Study? A stakeholder requested study to evaluate specific, potential upgrades or other specific investments that could improve import capabilities, reduce congestion, or integrate new resources and loads. What an Economic Study is not: An Economic Study is not a Transmission Study to grant Transmission Service. An Economic Study does not replace a Large Generator Interconnection Study if a proposed generator is studied. An Economic Study will not replace the current System Impact and Facilities Studies required to grant Transmission Service. Flow Chart for Economic Studies September - October September - February December March Customers Data Submittal SPP Model Development Process (Years 1-10) Request Economic Studies Cleco performs Reliability Assessment April April April - July July OASIS POSTING Stakeholder Summit Reliability/ Economic Simulate Additional Studies OASIS Posting Preliminary Results July July August Stakeholder Summit (Present Results) OASIS Posting Final Results Capital Projects for Years 2 – 5 and New/Revised Submission of Economic Studies Economic Study data must be submitted by December 31 to be considered for the following year. Top three proposed Economic Study projects will be selected for study by stakeholders. Top three Economic Study projects will be studied at no cost to the stakeholders. All data must be provided within 30 days of selection, else the project will be deemed withdrawn. Economic Study Process Separate queue from transmission and interconnection request. All data and reports are public information, no masking. Each Economic Study is evaluated as a stand-alone project. All reports will be posted on the OASIS and can have suggested edits by any stakeholder in the group. Economic Study Process Results will be discussed at Transmission Provider’s Summit Capital Projects, which may or may not include any of the upgrades identified in the Economic Study, for the next five years will be posted on the OASIS. The Capital Projects status will be updated on the OASIS as needed. Economic Study Agreement The draft Economic Study Agreement can be found at: https://www.oatioasis.com/CLEC/CLECdocs/ Economic_Study_Agreement_(draft).doc CEII Data Requirements Each person requesting Transmission Planning data, must complete and execute a CEII Data Request form and Non-Disclosure Agreement. The CEII form can be found out: https://www.oatioasis.com/CLEC/CLECdocs/ceii-reqform.doc The Non-Disclosure Agreement can be found at: https://www.oatioasis.com/CLEC/CLECdocs/Nondisc losure_agreement_OASIS.doc Questions?