Customer Meeting
“True-Up” TFR
Transmission Formula Rate – 2012 ATRR
June 28, 2011
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Protocols
Transmission Formula Rate – 2012 ATRR
Definitions
 “Rate Year”
 is defined as January 1 through December 31 (2012)
 “True-Up”
 is completed on or before June 15 each calendar year.
 based on historical (actual) data - primarily Form 1 data from 2010
 “Annual Update”




calculates the ATRR and Formula Rate for new Rate Year (2012)
uses historical data collected during “True-Up” Phase
adds in the projected data
is calculated and posted on or before October 15 each calendar year.
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Protocols
Transmission Formula Rate – 2012 ATRR
Timeline
*********************************************************************************************
 “Rate Year”: January 1 – December 31, 2012
*********************************************************************************************
 “True Up” Update: June 15, 2011

“True Up” Customer Meeting: June 28, 2011
 This date is kick off for Review Period

“True Up” Information Requests Period – 75 days: September 11, 2011

Issues - Westar Energy Response Date:
 Good faith effort to respond within 10 business days from date of information request.

Additional periods for data review resolutions, per Protocols posted on WR OASIS
**********************************************************************************************
 “Annual Update”: October 15, 2011

“Annual Update” Customer Meeting: October 25, 2011

Potential Repost of Annual Update: November 30, 2011
**********************************************************************************************
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Protocols
Transmission Formula Rate – 2012 ATRR
OASIS Postings
and Data Requests
 OASIS Posting Requirements:




Updated Calculation
Protocols
Accounting Manual and changes
Data Request Submission Address
 Submission of Data Requests to:
Sheila Gropp
Westar Energy
818 Kansas Avenue
Topeka, KS 66612
Sheila.Gropp@WestarEnergy.com
Please also cc: Leslie.Wines@WestarEnergy.com
 Please provide all Data Requests in writing via email or letter.
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Transmission Formula Rate – 2012 ATRR
Key Data Locations
FERC Form 1 Data - 2010:
FERC.gov
(Westar Energy Form 1)
(Kansas Gas & Electric Form 1)
Formula Rate Postings:
Westar Energy Oasis
http://www.oatioasis.com (select WR)
Southwest Power Pool Oasis
http://oatioasis.com (select SPP)
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Transmission Formula Rate – 2012 ATRR
Westar Energy’s Oasis Site
Locating Site
http://www.oatioasis.com/
Click on SPP Icon. It’s a hyperlink to SPP Oasis Node
that contains SPP Transmission Owners Oasis Sites.
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Transmission Formula Rate – 2012 ATRR
Westar Energy’s
Oasis Site
Locating Site - 2
SPP Transmission Owners Oasis Sites:
Click on Westar Icon.
It’s a hyperlink to Westar Energy Oasis Site.
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Transmission Formula Rate – 2012 ATRR
Westar Energy’s
Oasis Site
Finding Documents
The “True-Up” Update is
under this Document
Directory.
Click on the file folder icon
or name to open.
The sub-folders will appear.
Click on the June 15, 2011
Update – “True-Up” Folder.
Any documents or
subfolders for that update
will be displayed.
Additional Sources
Update Calculation
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Transmission Formula Rate – 2012 ATRR
Westar Energy’s
Oasis Site
Locating Accounting Manual
Accounting Manual Login
Accounting Data User ID:
AFSReader
Accounting Data Password:
AFSReader#1
Under the Transmission Formula Rate (TFR) 2012
Rates Folder, is the sub-folder –
“Accounting Information as of 20101231”
Select this folder to see available files.
Under the “Accounting Information as of 20101231” folder are several files.
Accounting Change information in these files.
For the Accounting Manual, click on: “Accounting Manual as of 20101231”
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Transmission Formula Rate – 2012 ATRR
Southwest Power Pool
Selecting SPP Oasis Site
SPP Transmission Provider Oasis Sites:
Click on SPP Icon.
It’s a hyperlink to Southwest Power Pool Oasis Site.
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Transmission Formula Rate – 2012 ATRR
Southwest Power Pool
Oasis Site
Member Related Postings
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Formula Inputs
Transmission Formula Rate – 2012 ATRR
Index of Template Pages
Tab ID
Schedule/Worksheet Designation
Description
Date to be Posted
Actual Net Rev Req
Schedule Actual Net Rev Req
Actual net revenue requirements for most recent calendar year
June 15
Gross Rev Req
Schedule Actual Gross Rev Req
Actual gross revenue requirements for most recent calendar year
June 15
A-1
Revenue Credit
Actual revenue credits
June 15
A-2
Actual transmission load
WE Revenues
June 15
A-3
Actual Retail Adder
WE Divisor
June 15
A-4
Actual O&M Exclusions (WEN)
WE Retail Adder
June 15
A-5
Actual Accum Deferred Income Taxes (WEN)
WEN O&M Exclusions
June 15
A-6
Actual O&M Exclusions (WES)
WEN ADIT
June 15
A-7
Actual Accum Deferred Income Taxes (WEN)
WES O&M Exclusions
June 15
A-8
Actual Depreciation Rate Calculation
WES ADIT
June 15
A-9
Actual Base Plan Funded Projects
Depreciation Adjustment
June 15
A-10
Actual Wages and Salaries
Plant Additions for Upcoming Year
June 15
A-11
Actual Incentive Return on Incentive Plant
Incentive Plant Additions
June 15
A-12
Actual Economic Portfolio Funded Projects
Base Plan Funded Additions
June 15
TU
True-up
True-up Adjustment and Interest Calculation
Oct 15
BPF
BPF Summary
Total Actual and Projected BPF projects
Oct 15
EPP
EPP Summary
Total Actual and Projected EPP projects
Oct 15
Projected Net Rev Req
Projected Net Rev Requirement
Projected net revenue requirements for next calendar year
Oct 15
Projected Gross Rev Req
Projected Gross Rev Req
Projected gross revenue requirements for next calendar year
Oct 15
P-1
Transmission Plant
Projected transmission plant for next calendar year
Oct 15
P-2
Exp. & Rev. Credits
Projected expenses and revenue credits for next calendar year
Oct 15
P-3
Trans. Network Load
Projected transmission load for next calendar year
Oct 15
P-4
BPF Projects
Projected Base Plan Funded Projects
Oct 15
P-5
Econ. Projects
Projected Economic Portfolio Funded Projects
Oct 15
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Formula Components
Transmission Formula Rate – 2012 ATRR
True-Up Update
 Data Included
 Historical 2010 financial data
Westar Energy Form 1
Kansas Gas & Electric Form 1
 FERC Approved Incentive Plant – Actual
 SPP Projects – Actual
 True-Up data (True-up between Projected 2010 and Actual 2010)
 Template References:
 Template Form 1 Reference format:
Page, Line, Column
 Worksheet Reference format:
Worksheet P-1 (with section if applicable)
 Yellow areas are change areas
References and Clarifications: If you see any references that are not
correct or if you have any suggestion, please let me know.
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Transmission Formula Rate – 2012 ATRR
June 15, 2011
“True-Up” Update
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Transmission Formula Rate – 2012 ATRR
“True-Up” Update
Generation Leads Exclusion
• In 2010, a transfer of transmission plant that was solely for
generation leads was completed. This transfer was made from
Transmission Plant to Generation Plant.
• In prior years, this transmission plant was excluded from the TFR
calculations [AGR, Page 3, Line 3]. In 2009, the amount was
$2,330,375.
• Since these assets were removed from transmission plant in 2010,
there is no need to exclude in the TFR.
• This impacts the Transmission Plant Allocator (TP) in the TFR. The
2010 TP Allocator is now 100% (1.0000) in comparison the 2009 TP
Allocator of 99.76% (0.9976).
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Transmission Formula Rate – 2012 ATRR
“True-Up” Update
2010 Projected ATRR without
2008 True-Up
2010 ATRR
that included
2008 True-Up
2008
True-Up
before
removal
2010 ATRR
without True-Up
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Transmission Formula Rate – 2012 ATRR
“True-Up” Update
True-Up Amounts
June 15, 2011 “True-Up” Update (posted June 15, 2011)
During this update, a comparison of the
2010 Projected ATRR and 2010 Actual ATRR was calculated.
The difference was $4,482,742.
This was an under-collection before interest.
During the “Annual” update (posted on or before October 15, 2011), the
interest will be applied to the “True-Up” amounts.
The True-Up Amounts with Interest will be applied to the 2012 ATRR.
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“True-Up” Update
Gross Plant Additions
Transmission Formula Rate – 2012 ATRR
• Comparing Gross Plant Additions: Projected vs. Actual 2010
Total Transmission Plant Additions
Projected 2010
$160,279,188
Actual 2010
$212,019,352
• Large Projects placed In-Service in 2010:
• Wichita-Reno-Summit Project: Reno-Summit segment ($95m)
• Knob Hill – Steele City 115kV ($20.5m)
• And others:
• Jarbalo – Pentagon, Ft Junction – Anzio, Kelly – Seneca,
27th & Croco – Tecumseh Hill, Circle – HEC GT, Coffeyville
Tap – Dearing, etc.
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Any Questions
Transmission Formula Rate – 2012 ATRR
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Transmission Formula Rate – 2012 ATRR
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