Duke Energy Carolinas
Quarterly Stakeholder
Meeting
Independent Entity Services
Thursday, December 2, 2010
2:00 to 3:00 p.m. EDT
Agenda
Follow-up Action Items from August 26, 2010
Return to Standard Time – How did it go?
NAESB Update - Wholesale Electric Quadrant
Open Access Transmission Tariff Filings
676-E & 729 OASIS Project Update
Duke – Progress Energy Non-Firm ATC
Agreement
 Wrap-up
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Action Items
Follow-up from August 26, 2010
There were no items that required a follow up.
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Daylight Saving Time
Transition
 Back to Eastern Standard Time.
• Fall back happened on November 7, 2010
 Any issues?
 Prepare for next year
• Spring ahead (return to Daylight Saving) will be on March
13, 2011
• Fall back will be on November 6, 2011
• OATI Guides for Daylight Saving Boundary
• OASIS under Help
• ETS/Help/Forms/Documentation/User Guides/Requirements/
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NAESB Update
Wholesale Electric Quadrant
Network Service on OASIS
(OASIS Subcommittee)
 Significant changes
• New templates – Network reservations will need to move to the new system
• New Network Customers will need to fill out an on-line application on OASIS
• Existing Network Customers will not have to make a new application on OASIS
 NAESB expects completion by OASIS subcommittee 4th quarter 2010
• Delays in technical implementation details (S&CP) have been addressed – OATI to lead
technical team
Coordination of Transmission Requests Across
Transmission Providers (OASIS Subcommittee)
 Scope Recommendation adopted by Executive Committee & sent
to OASIS subcommittee
• Task Force is preparing a recommendation on whether to adopt a new
reservation state called “Provisionally Denied”
• Work starts upon completion of Network Service on OASIS
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NAESB Update
Wholesale Electric Quadrant
Parallel Flow Visualization for Eastern Interconnect
(Business Practices Subcommittee)
 The WEQ Executive Committee approved the recommendation for the interim
service with a few changes (approved recommendation)
• Removal of the sunset date
• Removal of prohibition of filing with FERC
 The BPS subcommittee is working on a permanent solution – Options include:
• Tag all Non-Firm transactions within a BA
• Require upload of firmness of transmission service for each running generator every 15
minutes (Generator Prioritization)
• Flowgate Allocation
 BPS is considering a two-tiered firm curtailment process (first-to-cut / last-to-cut)
• Investigating whether this is a policy change (NAESB by-laws prevent subcommittee to
recommend policy changes unless directed to do so by the Board)
• May require coordination agreements for one BA’s loop flows to be granted first-tocut priority in another BA
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NAESB Update
Wholesale Electric Quadrant
Electric Industry Registry (EIR)
 Transfers TSIN Registry from NERC to NAESB
 OATI will administer for NAESB
 Should be in production mid-2011 (with training and parallel
operations before production release)
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Open Access
Transmission Tariff Filings
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
Hoping 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
 We believe to be very close to agreement with our customers, however there are a
few remaining issues
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Attachment C Filing
 Methodology to Assess Available Transfer Capability
 Driven by FERC Order 729
 December 20, 2010 target for filing
e-Tariff Public Viewer
 http://etariff.ferc.gov/TariffList.aspx
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FERC Order 676-E & 729
OASIS Project Update
FERC 676-E & 729 Ordered on November 24, 2009
Implementation for both orders require a completion date of April 1, 2011
 Re-bid of Partial Service WEQ 001-4.7 through 4.12
Rebid Price – Complete
Rebid MW – on or before 4-1-11
 Actual & Forecasted Load WEQ 001-17
Forecasted & Actual Daily Sys-wide (includes Native Load) and Daily Native Peak Load – Complete
• On OASIS > Go to
> Select
> Select filters as desired
 ATC Narratives and Questions WEQ 001-14, 15 & 16
Zero ATC Narratives & Change Narrative (TTC/ATC changes are 10% or more ) – Templates
Complete
• On OASIS >
- on or before 4-1-11
ATC or AFC Methodology Questions
• ATC Contact Person posted on OASIS homepage - Complete
 Priorities for Competing Requests WEQ 001-4.14 through 4.16
NAESB Table 4-3 revised - Complete
• Duke Business Practices Revised to incorporate
• Preconfirmed Priority
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FERC Order 676-E & 729
OASIS Project Update
 Rollover Rights
WEQ 001-20
Duke Business Practice 3.J has been modified to reference the 5yr/1yr requirement
• Service agreements with rollover rights queued prior to 4-01-09 are subject to the
5yr/1yr requirement on the first rollover date after 04/01/09
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webTrans Rollover functionality – Complete
webOASIS Rollover functionality – Complete
 Rollover on Redirects
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WEQ 001-9.7
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
CCO applies to requests for Long-term Firm Point-to-Point Transmission Service
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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
• Tag NERC Priority 6 or Transmission Product code 6-CF during defined periods
Management, posting and notification processes done manually now - Complete
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FERC Order 676-E & 729
OASIS Project Update
 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 - On or before 4-1-11
 Postbacks WEQ 001-18
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Requires a Postback Methodology document be posted on OASIS under the ATC
Information Link – 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
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Must be identified in the TP’s ATCID – On or before 4-1-11
Duke does not have grandfathered agreements
Complete
 Use of CBM WEQ 001-22 / MOD-004
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Requires Posting, Tracking, Ability to query, View and Audit the use of CBM on OASIS
TRM/CBM page on OASIS http://www.oatioasis.com/DUK/DUKdocs/cbm.html
Must be Identified in the TP’s CBMID – 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 729
NERC Standards pertaining to ATC transparency
 Available Transmission System Capability - MOD-001-1a
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http://www.nerc.com/files/MOD-001-1a.pdf
 Capacity Benefit Margin - MOD-004-1
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http://www.nerc.com/files/MOD-004-1.pdf
 Transmission Reliability Margin Calculation Methodology - MOD-008-1
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http://www.nerc.com/files/MOD-008-1.pdf
 Area Interchange Methodology - MOD-028-1
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http://www.nerc.com/files/MOD-028-1.pdf
 Rated System Path Methodology - MOD-029-1
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http://www.nerc.com/files/MOD-029-1a.pdf
 Flowgate Methodology - MOD-30-1
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http://www.nerc.com/files/MOD-030-2.pdf
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Duke - Progress Energy
Non-Firm ATC Agreement
On October 27, 2010, Duke and Progress filed an
amended Non-Firm Parallel Flow Agreement
Reflects Duke Energy's intention to move to a flowgate-based methodology
Targeting April 1, 2011 as the new effective date, consistent with the effective
date of the new MOD (Specifically MOD-30) Standards
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Wrap-up
Proposed Next Quarterly Stakeholder Meeting
– Thursday, March 17, 2011 – 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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