Update: 06-01-16 Calendar and Study Cycles NWE Local Transmission Planning CALENDAR ...................................................................................................................... 2 2016............................................................................................................................. 2 STUDY CYCLE COORDINATION............................................................................... 2 2016 – 2017 Local Transmission Plan Study Cycle ................................................... 2 ECONOMIC STUDY CYCLE ........................................................................................ 4 2015............................................................................................................................. 4 2016............................................................................................................................. 4 FERC ORDER 1000: TRANSMISSION PLANNING AND COST ALLOCATION BY TRANSMISSION OWNING AND OPERATING PUBLIC UTILITIES ............ 5 2016............................................................................................................................. 5 2015............................................................................................................................. 5 2014............................................................................................................................. 5 2013............................................................................................................................. 5 FERC ORDER 890 ATTACHMENT K DEVELOPMENT AND POSTING ............ 6 2016............................................................................................................................. 6 2015............................................................................................................................. 6 2014............................................................................................................................. 6 2013............................................................................................................................. 6 NTTG ................................................................................................................................. 6 WECC ................................................................................................................................ 6 1 Update: 06-01-16 Calendar 2016 March 16, 2016: Transmission Advisory Committee (TRANSAC) – Meeting June 29, 2016: Transmission Advisory Committee (TRANSAC) – Meeting September 14, 2016: Transmission Advisory Committee (TRANSAC) – Meeting December 7, 2016: 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). Study Cycle Coordination 2016 – 2017 Local Transmission Plan Study Cycle Study Cycle: 8 Quarters starting in January 2016 (See the following Study Cycle Coordination Table for further detail) January - March 2016 (Quarter #1): Goal and Scenario Definitions March - June 2016 (Quarter #2): Build Base Cases June – October 2016 (Quarter #3): Conduct Technical studies for the existing system October – December 2016 (Quarter #4): Build mitigation change cases December 2016 – March 2017 (Quarter #5): Conduct study with mitigation March 2017 (Quarter #5): Develop uncertainty cases April – June 2017 (Quarter #6): Conduct uncertainty analysis March 2016 – June 2017 (Quarters #2 – #6): Consider Prior and Current year Economic Study Results July – September 2017 (Quarter #7): Decision October – December 2017 (Quarter #8): Reporting 2 Update: 06-01-16 Table 1: Study Cycle Coordination Table Study Cycle Coordination With TRANSAC and Public Meetings (Subject to Change as needed) UPDATED: 01/20/2014 Tentative TRANSAC Meetings Economic Tentative Public Study Cycle Agenda Items - Local Transmission System Study EcoStudyAgnda Meetings 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 Fall Year 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 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 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-2016-2017Effective_10-17-13.doc 3 Update: 06-01-16 Economic Study Cycle Study Cycle – 12 Months Starting in January Request Window: January – February annually 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. 2016 January-February 2016: Receive Requests o Posted reminder on deadlines Deadline to submit requests was February 29th, NWE did not receive any Economic Study Requests for the 2016 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: 06-01-16 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 2016 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. 5 Update: 06-01-16 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 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 2016 On January 11, 2016, NorthWestern filed several revisions to its Open Access Transmission Tariff (OATT) to reflect certain ministerial changes, and revisions to Appendix C (Methodology to Assess Available Transfer Capacity). The revisions are accepted for filing, effective March 12, 2016. (ER16-707-000) The approved Attachment K is posted on NWE’s OASIS website: http://www.oasis.oati.com/NWMT/NWMTdocs/NWE_MT_-_Attachment_K__clean_(2).pdf 2015 See activity listed above in FERC Order 1000 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. 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