Update: 09-30-15 Calendar and Study Cycles NWE Local Transmission Planning CALENDAR ...................................................................................................................... 2 2015............................................................................................................................. 2 Possible other 2016 TRANSAC Meetings ................................................................... 2 STUDY CYCLE COORDINATION............................................................................... 2 2014 – 2015 Local Transmission Plan Study Cycle ................................................... 2 ECONOMIC STUDY CYCLE ........................................................................................ 4 2014............................................................................................................................. 4 2015............................................................................................................................. 4 FERC ORDER 1000: TRANSMISSION PLANNING AND COST ALLOCATION BY TRANSMISSION OWNING AND OPERATING PUBLIC UTILITIES ............ 5 2015............................................................................................................................. 5 2014............................................................................................................................. 5 2013............................................................................................................................. 5 FERC ORDER 890 ATTACHMENT K DEVELOPMENT AND POSTING ............ 6 2014............................................................................................................................. 6 2013............................................................................................................................. 6 2012............................................................................................................................. 6 NTTG ................................................................................................................................. 6 WECC ................................................................................................................................ 6 1 Update: 09-30-15 Calendar 2015 March 11, 2015: Transmission Advisory Committee (TRANSAC) – Meeting July 29, 2015: Transmission Advisory Committee (TRANSAC) – Meeting September 16, 2015: Transmission Advisory Committee (TRANSAC) – Meeting October 8, 2015: Electric Transmission Planning Public Meeting-Billings October 14, 2015: Electric Transmission Planning Public Meeting-Missoula December 16, 2015: Transmission Advisory Committee (TRANSAC) – Meeting TENTATIVE Future Meetings: The Transmission Advisory Committee (TRANSAC) meetings will be held as needed. Meetings will begin at 9:30 a.m. and last no later than 12:00 p.m. The following is the projected schedule and subject to change (see the Study Cycle Coordination table for suggested agenda topics). Possible other 2016 TRANSAC Meetings March 16, 2016: Transmission Advisory Committee (TRANSAC) – Meeting June 15, 2016: Transmission Advisory Committee (TRANSAC) – Meeting September 14, 2016: Transmission Advisory Committee (TRANSAC) – Meeting December 7, 2016: Transmission Advisory Committee (TRANSAC) – Meeting Study Cycle Coordination 2014 – 2015 Local Transmission Plan Study Cycle Study Cycle: 8 Quarters starting in January 2014 (See the following Study Cycle Coordination Table for further detail) January - March 2014 (Quarter #1): Goal and Scenario Definitions March - June 2014 (Quarter #2): Build Base Cases June – October 2014 (Quarter #3): Conduct Technical studies for the existing system October – December 2014 (Quarter #4): Build mitigation change cases December 2014 – March 2015 (Quarter #5): Conduct study with mitigation March 2015 (Quarter #5): Develop uncertainty cases April – June 2015 (Quarter #6): Conduct uncertainty analysis March 2014 – June 2015 (Quarters #2 – #6): Consider Prior and Current year Economic Study Results July – September 2015 (Quarter #7): Decision October – December 2015 (Quarter #8): Reporting 2 Update: 09-30-15 Table 1: Study Cycle Coordination Table Study Cycle Coordination With TRANSAC and Public Meetings (Subject to Change as needed) UPDATED: Economic Study Cycle Mth Goal & 1 a c Jan Yr 1 Q1 Scenario 2 Feb Yr 1 Criteria Scenarios Forecast Definitions 3 b Mar Yr 1 Cluster & Prior Scenarios Uncertain Scnro d Apr Yr 1 Criteria Q2 May Yr 1 DR Attributes Jun Yr 1 Finalize Cases Jul Yr 1 Q3 Aug Yr 1 Study Update DR Attributes L&R Template Study Update Sep Yr 1 Coordinate 4 Oct Yr 1 Study Results Mitigate Reqmt DR Attributes Results Technical Q4 e Nov Yr 1 Study 5 f Dec Yr 1 Finalize Mitigate Uncertainty DR Attributes a c Jan Yr 2 Uncertainty DR Attributes Q5 Feb Yr 2 6 b Mar Yr 2 Mitigate Result Finlz Uncertainty DR Attributes Cluster & Prior 7 d Apr Yr 2 Q6 May Yr 2 Jun Yr 2 Uncertn Result Decisn Rule L&R Template 8 Jul Yr 2 Study Update Q7 Decision Aug Yr 2 Decn Rule Reslt Recommendation Sep Yr 2 9 Oct Yr 2 Results Q8 Reporting e Nov Yr 2 Document f Dec Yr 2 Coordinate with next cycle Next Planning Cycle Local System Planning Study Cycle 01/20/2014 Tentative TRANSAC Meetings Tentative Public Agenda Items - Local Transmission System Study EcoStudyAgnda Meetings NOTES For Flow Chart Local System Plan 1 Develop Goal and Scenario Definition 2 Build Base Cases 3 Conduct Technical studies for the existing system 4 Build mitigation change cases 5 Conduct study with mitigation Fall Year 2 Economic Study Request Receive requests Cluster and prioritize requests RFP for consulting services Conduct technical study Write report f Results meeting with sponsor a b c d e 6 Develop uncertainty cases 7 Conduct uncertainty analysis 8 Decision Rule Analysis 9 Reporting A full description of the NWE Local Transmission Planning cycle and Timeline Business Practice is available on NWE’s OASIS website: http://www.oasis.oati.com/NWMT/NWMTdocs/LTP_Study_Cycle-2014-2015Effective_10-17-13.doc 3 Update: 09-30-15 Economic Study Cycle Study Cycle – 12 Months Starting in January Request Window: January – February annually 2014 January-February 2014: Received Request from PPL Montana. o Posted reminder on deadlines March 2014: Cluster and Prioritize and reviewed at the 3-20-14 TRANSAC Meeting. April – October 2014: Study November 2014: Report December 2014: Results Meeting 2015 January – February 2015: Receive Requests o Posted reminder on deadlines Deadline to submit requests was February 28th, NWE did not receive any Economic Study Requests for the 2015 cycle. NWE Economic Planning Study Mth * 1 2 3 4 5 6 7 8 9 10 11 12 Activity Receive Requests Cluster & Prioritize Study Report Results Meeting * NWE will use reasonable efforts to meet these time frames. The process for Economic Planning Studies is described in the Attachment K Business Practice on the NWE OASIS website: http://www.oasis.oati.com/NWMT/NWMTdocs/2013_Attachment_K_Business_Practice -10-18-13_effective_10-25-13.pdf 4 Update: 09-30-15 FERC Order 1000: Transmission Planning and Cost Allocation by Transmission Owning and Operating Public Utilities The FERC Order 1000 documents and events are posted on the NTTG website: http://nttg.biz/site/index.php?option=com_content&view=featured&I temid=107 2015 February 18, 2015: The second Interregional – NTTG FERC Order Joint Compliance filing was in response to the December 18, 2014 Order on Interregional requirements. On June 1, 2015 FERC issued a final order accepting the Western Filing Parties Interregional compliance filings in Docket No ER131448-001. Fourth Regional Compliance filing, submitted December 30, 2014 (which applies to the 2014-2015 Local Area Planning Cycle) was accepted by FERC March 24, 2015 with an Effective date of October 1, 2013 and matches the OATT. Attachment K revisions were submitted on December 30, 2014 in Docket No. ER13-67-003 to comply with FERC’s December 8, 2014 Order. 2014 Awaiting FERC order on September 2013 Compliance Filing (remainder of October 17th issues). April 17, 2014: FERC filed an order on the Compliance Filing (Regional - NTTG) April 17, 2014. FERC said the compliance filing partially met FERC requirements and NTTG has 60 days to comply. They must file a response by Monday June 16th. June 13, 2014: The third Regional - NTTG Compliance Filing was made. Regional Compliance filing, filed June 13, 2014 (which applies to the 2014-2015 Local Area Planning Cycle) was accepted by FERC. FERC issued an Order on December 8, 2014, with an Effective date of 10-1-2013, finalizing the Local Area portion, meaning that Regional and Interregional activity continues. December 30, 2014: The fourth Regional – NTTG Compliance Filing was made, minimal changes to Attachment K. 2013 May 17, 2013: FERC issued Order on October 2012 Compliance Filing July 10, 2013: Compliance filings for interregional transmission coordination procedures and interregional cost allocation method(s). September Compliance filing included updates to the Attachment K and planning business practices. Request was made to extend the effective date out to October 1, 2015. October 17, 2013: FERC issued a motion denying the extension of the effective date of the Order 1000 Attachment K to October 1, 2015. Effective date for all 5 Update: 09-30-15 changes related to Order 1000 is the date of FERC’s motion denial – October 17, 2013 – unless otherwise noted (for example: business practices that go into effect at least 5 days after signature). FERC Order 890 Attachment K Development and Posting 2014 See activity listed above in FERC Order 1000. 2013 October 17, 2013: all submitted compliance filing changes to the Tariff, including Attachment K, and associated business practices were put into effect. 2012 As of this update, the approved Attachment K stands. (April 8, 2010: FERC issued an Order Accepting/Approving the September 11, 2009 Attachment K Compliance Filing) The approved Attachment K is posted on NWE’s OASIS website: http://www.oatioasis.com/NWMT/NWMTdocs/FERC_ApprovedNWE_Section_205_Attachment_K_Sep_2009_CLEAN_(2).doc NTTG The meeting notices and available material on the Northern Tier Transmission Group (NTTG) are located on the OASIS site in the ‘Northern Tier Transmission Group (NTTG)’ folder. http://www.oatioasis.com/NWMT/index.html Or you can go directly to the NTTG website home page for any and all information regarding NTTG: http://www.nttg.biz/site/ NTTG is the regional entity. WECC The interconnection wide entity is the Western Electric Coordinating Council (WECC). Any and all information regarding WECC can be found on their website: http://www.wecc.biz/ 6