Duke Energy Carolinas
Quarterly Stakeholder
Meeting
Independent Entity Services
Wednesday, January 28, 2009
2:00 to 3:00 p.m. ET
Agenda
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Creating a Request from OATi ATC Offerings
Processing Time of Short Term Firm Requests
ATC Narratives Posted as Outage Postings
Designated Network Resources
Business Practice 3.J – Rollover Rights
Transmission Service Annulments
OATi webOASIS 3.4.08 Upgrade
Wrap-up
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Creating a Request from OATi
webOASIS ATC Offerings
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Creating a Request from the OATi
webOASIS ATC Offerings
Using OATi webOASIS to create a
TSR from ATC Offerings
MW Amount will default to the full
Capacity Available for that
Increment
(in this case the daily amount of
firm available is 232MW)
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Creating a Request from OATi
webSweep ATC Offerings
Clicking on the PostingRef
brings the user to the
Offering for the specified
Service, Path & Term. The
offering is for the full
Capacity Available for that
Increment.
User access to webSweep is through OATi ETS
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Creating a Request from
WebSweep ATC Offerings
Creating a TSR from the
Offering Detail returns to
a TSR Entry form with a
Blank or Null MW field.
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Creating a Request from OATi
ATC Offerings
• Given the demonstration of
the tools, is there sufficient
value to warrant asking for a
change?
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Processing Time of Short Term
Firm Requests
• Transmission Service Requests that start
beyond 9 days from current date or of a duration
covering more than one week beyond the 9th
day, requires additional analysis
– All requests have been processed within the Tariff
timing requirements
• IE will evaluate ways to further expedite the
processing of Short Term Firm
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ATC Narratives Posted as OATi
webOASIS Outage Postings
• Utilizes Outage Posting to post narratives
for changes in ATC/TTC as required by
FERC
– Links the TTC change to a narrative
• Working with OATI to develop an
alternative solution
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Designated Network Resources
Revised On System and Off System DNR Forms
– FERC Order 890B Requirements
– CFR 37.6 (Total Installed Capacity, Electrical
Location, and Geographical Location)
– Information Required Consistent with OATT 29.2 and
30.3
• More information (next 2 slides provide details)
– Ease of Use
• Forms Consolidated - On & Off System / One Form
– Improved “How to” Guide / Instructions
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Designated Network Resources
• New or Changed fields
– Network Customer (NITSA Holder)
– Agent Name (Scheduling on behalf of Network
Customer)
– Separate sections for Owned Generation and
PPA
• Section 1 – Owned Generation
• Section 2 – Power Purchase Agreement (PPA)
– Name of agreement “PPA with Southern Wholesale”
– “SOCO” as an identifier is not acceptable
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Designated Network Resources
• New or Changed fields
– Section 5 – Valid Customer
– Section 6 – Attestation
• Checkbox
– Customer agrees to Attestation
– Person agreeing to the Attestation is an authorized
Company Officer or Agent
• Timing for receipt of the DNR Request Form
– A DNR request on OASIS will be deemed invalid if a
completed DNR request form is not received by
5pm ET the day the request is queued
– Business Practice change
• Business Practice 6B.i.
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Designated Network Resource
Business Practice Changes
• Business Practice 4.C
– Tagging 7-FN
• Generation is Firm (G-F)
• Transmission must be Firm from the point the
Customer takes title of the power
• Business Practice 6B.i.
– Receipt of the DNR Request Form
• EOB same day as request for service is queued
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Business Practice 3.J
Rollover Rights
• Duke Energy Carolinas modified the conditions for
granting Rollover Rights
– Effective date for change is 4-1-2009
– PTP Reservations with a duration of 5 yrs or more
• RENEWAL must be queued 1 yr prior to end of the existing
reservation
– Network Reservations (NITSA must be for 5 years)
• RENEWAL must be queued 1 yr prior to end of the existing
reservation
• Service Agreements queued prior to 4-1-2009
– Subject to the current 1yr/60day requirement until the first rollover
date on or after 4-1-2009, then subject to new requirements
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Transmission Service
Annulments
• Business Practice 3.A.xi
– Business Practice became effective 11/12/2008
– Doesn’t change current situation where Annulments are granted
– Provides Audit Trail for both the Customer and Provider
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Minor Process Requirement Changes
– Complete Annulment Form
– Phone Call to the Duke TA 651-632-8708
• REMINDER- The Annulment Form
– This reservation is NOT scheduled or upon annulment, I will
remove references to this reservation from e-Tag allocations
– Failure to adhere will result in Unreserved Use penalties.
• Business Practice 7B.iv
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How to Request
Nullification of Transmission
Service
Point-to-Point and Non-Designated Network
– Business Practice 3.A.xi.
• Customer submits Annulment Request Form
• IE processes Annulment
• Non-Firm Redirects
– Business Practice 3.H.ii.b.
• Customer would submit a RELEASE request on OASIS (Annulment not
needed)
• “RELEASE” will become “RELINQUISH” 1-29-2009
• Firm Designated Network Requests
– Business Practice 6.E.
• Undesignation of Network Resource Request Form
• IE processes annulment or recall
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OATi webOASIS 3.4.08
Upgrade
• Compliance with FERC Order 676-C
• 1-29-09, 11:10am ET
• webOASIS Release Notes v3.4.08
– http://www.oatioasis.com/releasenotes/v3.4.08_OASIS
%20Release%20Notes%20.pdf
• OATi Help Desk: 763-201-2020
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OATi webOASIS 3.4.08
Upgrade
• OATi webOASIS Changes
– Assignment of Ownership (NAESB Business Practice WEQ 001-12)
• FULL_TRANSFER
– Assigns Ownership of the Parent Reservation and encumbrances (Redirects,
Resales, etc) to a New Owner
– Approval required by Reseller, Assignee and Duke
• PART_TRANSFER
– Assigns a portion of the Parent Reservation to a new Owner
– Encumbrances (Redirects, Resales) may not be Reassigned
– Approval required by Reseller, Assignee and Duke
– RESALE (NAESB Business Practice WEQ 001-11)
• Duke Business Practices do not Change (see DUKE BP 3.A.vii)
• OATi webOASIS now permits posting of any price (in $/MWH reserved)
• Permits Reseller to Post for Resale in increments e.g.; Daily, Weekly or
Monthly
– Check for capacity is done when Assignee makes the RESALE Request
• Resale reservation has the same scheduling attributes as the Parent
– Redirects on a Non-Firm Basis (NAESB Business Practice WEQ 001-10)
• Replaces RELEASE request type with RELINQUISH for Non-firm (Secondary)
Redirects
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Wrap-up
• Proposed Next Quarterly Stakeholder
Meeting
– Tuesday, April 21, 2009 – 2 p.m. to 3 p.m. ET
• Customer Suggested Topics?
– This is the forum for discussing emergent
topics (Upcoming changes, stakeholder input)
• Questions and Comments
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Attachments
Table of Contents
• Slide 22 – Designated Network Resource Form
• Slide 23 – Business Practice 3.A.xi – Customer
Request for Annulment
• Slide 24 – Annulment Request Form
• Slide 25 – Undesignation of Network Resource
Form
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Designated Network Resource Form
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Business Practice 3.A.xi – Customer
Request for Annulment
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Annulment Request Form
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Undesignation of Network
Resource Form
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