Duke Energy Carolinas
Quarterly Stakeholder Meeting
3rd Quarter 2011
Independent Entity Services
Thursday, September 15, 2011
2:00 to 3:00 p.m. EDT
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3rd Quarter 2011
Agenda
 Follow-up to Action Items
 OASIS Training
 NAESB Update - Wholesale Electric
Quadrant
 Wrap-up
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Follow-up to Action Items
Items from May 19, 2011 meeting to date
Duke was asked:
1. Provide the limiting element of each posted ATC value on OASIS
2. Consider changing the time that Duke releases unscheduled
firm capacity to the non-firm ATC from 10:00 to 09:00
3. Model some fraction (less than100%) of total Firm reservations
for DA model
4. Discuss ATC Values for monthly firm ATCs on import paths
•Requests spurred internal meetings, research & evaluation
•Our findings will be presented today.
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Action Item
Posting Limiting Elements of ATC
Duke was asked to provide the limiting element of each posted
ATC value on OASIS
 Goal of the request is to provide additional information on ATC limits
 At this time, current process will continue
 We have created/posted a Flowgate Ownership Table
• Lists each flowgate #, owner, & name in the AFC process
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Action Item
Release of Unscheduled Firm
Duke was asked to consider changing the time that
unscheduled firm capacity is released to the non-firm ATC
 Goal of the request is to increase the next-day non-firm ATC sooner
 Current time is 10:00 EPT
 Proposing changing time to 08:00 EPT
• One year trial period
o early termination if reliability problems arise
• Does not change the firm scheduling deadline (10:00 EPT or as
accommodated)
• Does not change the hourly non-firm timing lead time (12:00 EPT)
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Action Items
Model of Firm reservations for day ahead model
Duke was asked to model some fraction (less than 100%) of
total firm reservations for day ahead model
 Goal of the request is to increase the next-day non-firm ATC sooner
 At this time, current modeling will continue
• Creates reliability concerns
• Decreases market transparency
• Goal of creating more non-firm ATC can be accomplished by releasing
unscheduled firm capacity to the non-firm market earlier
(see previous slide)
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Action Items
Monthly Firm ATCs on Import Paths
Duke was asked to investigate why ATC values “jumped
around”
 There were three months in question
• September 2011 – Outage related
• October 2011 – Outage related
• January 2012 – Limit has been historically seen in operations with the
load forecast/gen dispatch in case
• Also seen in last years area interchange methodology Next-Day
Studies
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OASIS Training
Rebid
Rebid of Partial Service NAESB WEQ 001-4.10
FERC Order 676E requires the Transmission Provider to allow the
Transmission Customer to negotiate Price and/or Capacity
 Upon TP action to Accept or Counteroffer the Customer is allowed to
Rebid Price and/or Capacity
 Rebid of Price functionality was on OASIS soon after the Order was
issued
• Duke does not enter into Price negotiations at this time
• Rebid Price will result an INVALID status
 Rebid MW functionality was placed on OASIS just before April 1, 2011
• Capacity can be rebid in a lesser amount than the
COUNTEROFFER
• Status changes from COUNTEROFFER to REBID to ACCEPT to
CONFIRMED or WITHDRAW follow the time limit as stated in
Duke OASIS Business Practice 3.D.
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OASIS Training
Creating Rebid MW
Customer Created TSR 70164013
for 250MW
Counteroffer(MW Grant) is
102/200MW
 Open TSR Click
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OASIS Training
Creating Rebid MW
Customer Created TSR 70164017 for 250MW / Counteroffer (MW Grant) is
102/200MW
 Under New Status
Choose REBID
 Change the Value in
the MW Req
 Click on
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OASIS Training
Rebid MW
After submitting the REBID MW, the request will be returned with a status of REBID to
the Transmission Provider
The Transmission Provider will respond by moving the request to DECLINED,
SUPERSEDED, ACCEPTED or COUNTEROFFER
The Transmission Customer must acknowledge the Providers offer by moving the
request to either CONFIRMED or WITHDRAWN (or if need be REBID again)
All status changes must be done within the time limits as specified in Duke OASIS
Business Practice 3.D.
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OASIS Training
webOASIS – Sys Data Summary ATC Postings
The System Data Posting Summary display lists the System Elements that are to be
posted to OASIS per the Standards & Communication Protocol version 1.5 (S&CP v1.5)
System Data includes:
Load Forecast
Actual Load
TTC
ATC Narratives
ATC related information
Note: FATC or NFATC as shown on OASIS is updated anytime webTrans calculates a change in the
Effective ATC for Firm or Non-Firm.
On the OASIS Menu click
to view FATC or NFATC
System Data Summary UI screen will open
Choose the Filter Criteria of interest such as:
TP<DUK> Attribute <FATC> Element <S/DUK/PJM-DUK//> and Time <Active – Tomorrow> click Enter
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OASIS Training
webOASIS – Sys Data Summary ATC Postings
Based on filters from the query: 24hrs of Data is returned
The lowest Value is what is available Daily
Information found here should match what is posted for Offerings
ATC Posting returned through SysData is a good point of reference
Transmission Requests can be created from the SysData Summary
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OASIS Training
Create a TSR from SysData Summary ATC Postings
Transmission Requests can be created from the SysData Summary
1.
Click on Posting Ref
2.
Click on
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OASIS Training
webOASIS – Sys Data ATC Portfolio
As an alternative Users may access ATC info through Sys Data by use of the ATC Portfolio
From the OASIS menu click on
to view FATC or NFATC
System Data Summary UI screen will pop up
Click on the grey button
Choose the Filter Criteria of interest such as:
TP<DUK> Increment <Daily> Element <S/DUK/PJM-DUK//> Date <Tomorrow> click Enter
Clicking
will reveal a Calendar, for a specific date.
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OASIS Training
webOASIS – Sys Data ATC Portfolio
Increment
•
•
•
•
•
Hourly will return the 24hr period for the day chosen.
Daily will return the entire Month, whether the
Date is Today, Tomorrow or any Calendar Date.
Weekly will return the weekly posting for 5 weeks,
beginning with the first full week of the month.
Monthly returns the values for the current Month
through the next 11 months.
Yearly returns the current year and next year.
In this case we are viewing Daily for the month of August 2011
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NAESB Update
Wholesale Electric Quadrant
Service Across Multiple Transmission Systems (SAMTS)
(OASIS Subcommittee)
 Recommendation approved by WEQ EC on 7/8/2011
• Link to SAMTS Recommendation
 Recommendation ratified by NAESB WEQ membership on 8/11/2011
 Recommendation will be filed with FERC
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NAESB Update
Wholesale Electric Quadrant
Network Service on OASIS (NITS)
(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
 Subcommittee completion in 4th quarter 2011
• Informal comments under review by the subcommittee
• Very few substantive issues identified submitted in informal comments
 EC review likely in 1st quarter 2012 with FERC filing in 2nd quarter 2012
• Formal comment period will be 60 days instead of normal 30 days
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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 solution on 10/26/2010 (approved recommendation)
 The BPS is working on a permanent solution:
• Hybrid Option
• Tag all Non-Firm transactions within a BA
• Require upload of firmness of transmission service for each running generator
every 15 minutes (Generator Prioritization)
 BPS is considering a two-tiered firm curtailment process (first-to-cut / last-to-cut)
• Policy Change issue has been addressed
• Will require coordination agreements between BAs for loop flows to be granted first-tocut priority
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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
Functional Specs are completed
Should be in production 1st qtr 2012 (with training and parallel
operations 4th quarter 2011)
 Data will need to be registered again – not moving TSIN data to
EIR
 Annual registration fee will be required
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NAESB Update
Wholesale Electric Quadrant
FERC Order 1000
 Task Force established to review Order 1000 to determine
what, if any, actions should be undertaken by NAESB WEQ
 Open meeting – October 3-4, 2011
 Link to Announcement and Agenda
 Link to FERC Order 1000
PKI (Public Key Infrastructure) Subcommittee
 New Subcommittee – link to subcommittee’s web page
 Responsible for Proposing Modifications to or New WEQ012 PKI Standards
 First meeting Sept 12, 2011
• Link to Announcement and Agenda
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Wrap-up
Proposed Next Quarterly Stakeholder Meeting
Thursday, December 15, 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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