Duke Energy Carolinas
Quarterly Stakeholder
Meeting
Independent Entity Services
Thursday, August 26, 2010
2:00 to 3:00 p.m. EDT
Agenda
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Follow-up Action Items from May 13, 2010
Daylight Saving Time Change – Fall Back
OASIS Transmission Outage Postings
Load Data
676-E & 729 Impacts
NAESB Update - Wholesale Electric Quadrant
Open Access Transmission Tariff Filing
Duke – Progress Energy Non-Firm ATC
Agreement
Wrap-up
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Action Items
Follow-up from May 13, 2010
Transmission Outages posted on OASIS
Will be discussed later in this presentation
There were no other items that required a
follow up.
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Daylight Saving Time Change
2010 Fall Back
Prepare to Fall Back – November 7, 2010
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Back to Eastern Standard Time
At 1:59 ED time will fall back to 01:00 ES
Change Time Zones in Systems
Be aware of other TP’s practices for DST changes
OASIS/TSRs (Appendix I)
– OATI User Guide (MARCH 2010 | VERSION 2.0)
– Time Change Creates an Additional HE0200
– Profile across time change / 25 Hour Reservation Profile
ETS/Tagging (Appendix II)
– OATI User Guide (For Spring 2010)
– Only recognizes One Time Zone
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OASIS
Transmission Outage Postings
 As requested, Duke is posting the same
transmission outages on OASIS as they are posting
on the NERC System Data Exchange (SDX)
• Use the Security Data Screen and select Security Type Outage
• Set other fields as desired
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Load Data
 Load is now on the OASIS
• To access, go to the Sys Data Menu and select Load Zone in
the Type field
• Set the other filters as desired
 On Sept 1st, this will be the only place to find
Load Data
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FERC Order 676-E & 729
Impacts
FERC 676-E & 729 Ordered on November 24, 2009,
coordinated implementation for both orders require a
completion date of April 1, 2011.
 Re-bid of Partial Service WEQ 001-4.7 through 4.12
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Rebid MW - Coming in the Fall OASIS Release
Rebid Price - Complete
 Priorities for Competing Requests WEQ 001-4.14 through 4.16
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NAESB Table 4-3 revised - Duke Business Practices Revised to incorporate
Firm Network is Tier 1
 OASIS Home Page General Posting Standards WEQ-001-13 / MOD-001, 004 & 008
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Links, Order and Naming Convention- Complete
ATC Information Link - When ATCID, CBMID, TRMID are completed (no later than 4-1-11)
 ATC Narratives and Questions WEQ 001-14, 15 & 16
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Zero ATC Narratives - webOASIS release on 8-25-10 expected to complete Template
Change
Change Narrative (TTC/ATC changes are 10% or more ) – same as above
ATC or AFC Methodology Questions – ATC Contact Person posted on OASIS
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FERC Order 676-E & 729
Impacts
 Actual & Forecasted Load WEQ 001-17
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Actual Daily Sys-wide (includes Native Load) and Daily Native Peak Load – Complete
Forecasted Daily Sys-wide (includes Native Load) and Daily Native Peak Load – Complete
 Postbacks WEQ 001-18
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Requires a Postback Methodology document be posted on OASIS under the ATC Information
Link – Posted when complete (on or before 4-1-11)
 Grandfathered Agreements WEQ 001-19
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GFA MW value is required to be queried on OASIS systemdata template – template complete
Must be identified in the TP’s ATCID – Posted when complete (on or before 4-1-11)
Duke does not have grandfathered agreements
 Use of CBM WEQ 001-22 / MOD-004
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Requires Posting and Tracking of CBM use
Ability to query, view and audit on OASIS the use of CBM
TRM/CBM page on OASIS http://www.oatioasis.com/DUK/DUKdocs/cbm.html
Must be Identified in the TP’s CBMID – Posted when complete (on or before 4-1-11)
Duke Energy Carolinas does not currently allocate Capacity Benefit Margins (CBM) on its ATC
Paths
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FERC Order 676-E & 729
Impacts
 Rollover Rights WEQ 001-20
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Duke Business Practice 3.J has been modified to reference the 5yr/1yr requirement
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Service agreements with rollover rights queued prior to 4-01-09 will be subject to the
5yr/1yr requirement on the first rollover date after 04/01/09
webTrans Rollover functionality is in place
webOASIS Rollover functionality is expected in a Fall 2010 release
 Rollover on Redirects – WEQ 001-9.7
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FERC did not incorporate 001-9.7 with reference to Renewal Rights on Redirects
Once adopted by FERC webOASIS and webTrans will be upgraded to meet the
requirement
 Conditional Curtailment Option WEQ 001-21
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CCO applies to requests for Long-term Firm Point-to-Point Transmission Service
Upon request of the Transmission Customer Duke will accommodate CCO
CCO service is treated as firm in calculation of ATC in the full amount reserved
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Tag NERC Priority 6 or Transmission Product code 6-CF during defined periods
Required template changes and Management Tool are expected with a Fall 2010
release of webOASIS & webTrans
Management, posting and notification processes done manually now
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FERC Order 676-E & 729
Impacts
 NERC Standards for Duke Energy Carolinas
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Available Transmission System Capability - MOD-001-1
Capacity Benefit Margin Methodology - MOD-004-1
Transmission Reliability Margin Methodology - MOD-008-1
Area Interchange Methodology - MOD-028-1
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NAESB Update
Wholesale Electric Quadrant
Network Service on OASIS
– The timeline for completion of the recommendation was extended –
expect completion by OASIS subcommittee 4th quarter 2010
Coordination of Transmission Requests Across
Transmission Providers
– Recommendation adopted by Executive Committee & sent to
OASIS subcommittee
Proposed 3 Step Process
• Customer flags the set of requests for service across multiple systems (“linked
group”).
• Each Transmission Provider processes the request on its system the same as it
would process any request on its system (“pre-true-up final state”).
• Upon confirmation, the Customer determines the final capacity amount of each
request (“true-up”), which must be equal to or less than the capacity offered. The
amount of capacity the Customer confirms may vary per transmission system.
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NAESB Update
Wholesale Electric Quadrant
Parallel Flow Visualization for Eastern Interconnect
(Business Practices Subcommittee)
– NAESB role is to provide a mechanism for determining
transmission service priority used by on-line generation and also to
determine curtailment methodology that is fair
– NERC role is to develop IDC and associated tools to support
Reliability Coordinator function
– The Business Practices Subcommittee (BPS) is working on NAESB
role
• Interim Solution - posted and formal comments due August 30
• Final Solution to be completed by November 1, 2011
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NAESB Update
Wholesale Electric Quadrant
Electric Industry Registry
– Transfers TSIN Registry from NERC to NAESB
– Contractor selection nearing completion
– Should be finalized by end of 2010
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Open Access
Transmission Tariff Filing
In 2010 Duke Energy Carolinas will request FERC approval
of a new rate for the Transmission Service under our
Open Access Transmission Tariff (OATT).
• Current rate was approved in 1996 and was based on 1994 data
• Propose to move from a stated (fixed) rate to a formula rate to be
updated annually
• Propose to have new rates in effect prior to the end of 2010
• Holding discussions with our Network Customers prior to filing the new
rate with FERC
• Some of rate impacts have been evaluated but because discussions are
ongoing, nothing has been finalized
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Duke - Progress Energy
Non-Firm ATC Agreement
• Duke Energy Carolinas and Progress Energy Carolinas
have negotiated an agreement addressing Non-Firm
parallel flows across the PJM interface
• Implementation details and timeline are to be
determined
• Combined Non-Firm ATC with PJM will be calculated
and posted on Duke and PEC OASIS sites
• Customers will still reserve transmission service with
either PEC or Duke
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Wrap-up
Proposed Next Quarterly Stakeholder Meeting
– Thursday, December 2, 2010 – 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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Appendix
Appendix 1
Title
Page
OASIS / TSRs 2010 Fall Back - OATI User Guide
OASIS / TSRs 2010 Fall Back - Create a TSR that Crosses the Fall Change
OASIS TSRs / Starting in ED - Ending in ES Option 1 & Option 2
OASIS TSRs / Starting in ED - Ending in ES Option 3
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Appendix 11
Title
ETS/Tagging 2010
ETS/Tagging 2010
ETS/Tagging 2010
ETS/Tagging 2010
Page
Fall Back – OATI User Guide (4-6 weeks prior to 11/7/10)
Fall Back - Creating a Tag that Crosses the Fall Change
Fall Back - Using Daylight Time Submitting One Tag
Fall Back – Tag View / Change Time Zone
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25
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Appendix I
OASIS / TSRs
2010 Fall Back
OATI OASIS User Guide
webOASIS - HELP – Table of Contents – DST Cutover Document
Opens to the WEBOASIS TIME ZONE USER GUIDE
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Appendix I
OASIS / TSRs
2010 Fall Back
Create a TSR that Crosses the Fall Change
• “Option 1”
– Start TSR in ED 11/07/10 00:00 & End on or after 02:00 in ES on 11/07/10
– OASIS defaults to the correct time zone (Based on Start and Stop Time)
• “Option 2”
– Create a profiled TSR that crosses 02:00
– OASIS will populate 2 - HE 0200s (one in both ED & ES)
• “Option 3”
– Create a 25 hour reservation profile TSR
– OASIS will populate 2 - HE 0200s (one in both ED & ES)
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Appendix I
OASIS TSRs
Option 1
Starting in ED - Ending in ES
System knows to adjust time
zone based on date and time.
Option 2
System will add 2 HE 02:00’s when
profiling over the time conversion
Profiled
2 - HE 02:00’s
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Appendix I
Option 3 – 25 Hour Profile
OASIS TSRs
Starting in ED - Ending in ES
To Create a 25 hour profile,
Check the 25Hr box and
select “Create”.
2 – Hour Ending 02:00 will be
created, one ending in ED
and the other ending in ES.
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Appendix II
E-Tagging -2010 Fall Back
OATI User Guide
To Be Posted 4-6 weeks prior 11/07/10
webTag – Help – Forms/Documentation – User Guides/Requirements: – OATI
instructions for tagging across the Daylight Saving Time conversion
Guide for the 2010 Fall
Time conversion to come
(4-6 weeks prior to 11/7/10)
.
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Appendix II
ETS/Tagging
2010 Fall Back
Creating a Tag that Crosses the Fall Change
– Fall Time Change creates a 25hr day
– One Tag or Two Tags
• Suggest Create Two Tags
– One in Eastern Daylight Time
» Begin with the hours 0000 through 0200 ED
– One in Eastern Standard Time
» Begin with the hours 0100 through 0000 ES
– Change the default TZ to ES
» Misc / Misc User Options
– Verify your tags by re-checking them in both ED and ES
• Verify Profile Total
• Verify Hours with respect to Standard and Daylight Saving Time
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ETS/Tagging
Appendix II
2010 Fall Back
Using Daylight Time Submitting One Tag
– To use this option, user must set time to ED
» Misc / Misc User Options
– Begin @ 00:00 on 11/07/10 through 01:00 on11/08/10
– Enter as a Delayed Tag
– Change the default TZ to ES
» Misc / Misc User Options
– Reopen Tag
» In Eastern Standard verify the end to be 00:00 on 11/08/10
(Note: Start time will show 23:00 11/06/10 ES)
– Revert your TZ back to ED
– Re-open the Delayed Tag in Daylight Saving Time and verify the
hours and Profile are accurate.
»
In Eastern Daylight Saving verify the end to be 01:00 on 11/08/10
(Note: Start time will show 00:00 11/07/10 ED)
Verify your tags by re-checking them in both ED and ES time
• Verify Profile Total
• Verify Hours with respect to Standard and Daylight Time
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Appendix II
ETS/Tagging
2010 Fall Back
To change Time Zone Setting
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