Duke Energy Carolinas
Quarterly Stakeholder Meeting
2nd Quarter 2011
Independent Entity Services
Thursday, May 19, 2011
3:00 to 4:00 p.m. EDT
Agenda
 Action Items from December 2, 2010 and March
17, 2011
 Transition to AFC Methodology
 NAESB Update - Wholesale Electric Quadrant
 Open Access Transmission Tariff Filings
 676-E & 729 OASIS Project
 Wrap-up
Action Items
December 2, 2010
Duke was asked to host a meeting between December 2nd and April 1st to
address the Flowbased Methodology.
•Meeting was held on March 17th
•Presentation posted on the OASIS Homepage
Documents > Stakeholder Meetings > Stakeholder Presentation held on
03/17/2011
March 17, 2011
Update to the implementation of Orders 676E/729 regarding NAESB &
NERC
•Presentation added to today's Agenda
Action Items
Customer/Stakeholder Questions submitted by e-mail
Expand on 10 year Forecast of PTP transmission rates under the new
formula rate.
•Will be addressed during the Tariff Filings discussion today
More discussion of the NAESB plan for capturing full path on an OASIS
request.
•Service Across Multiple Transmission Systems (SAMTS) will be addressed during
today’s NAESB update
Please discuss, if any, plans Duke has to increase transfer capability with
SOCO and/or TVA.
•North Carolina Transmission Planning Collaborative
http://www.nctpc.net/nctpc
Transition to AFC Methodology
Transitioned on March 30th, 2011
- Originally scheduled for March 29th, 2011
•Delayed transition due to vendor issues being resolved
- Effective date of the NERC Standards on AFC - April 1st, 2011
Independent Entity perspective – transition went well
- What were your experiences like?
Transition to AFC Methodology
For more detailed information on AFC Methodology
• View the following documents posted on OASIS:
Attachment C
http://www.oatioasis.com/DUK/DUKdocs/DukeCarolinaOATT.pdf
ATCID
http://www.oatioasis.com/DUK/DUKdocs/Current_Available_Transfer_Capability_Implementation_Document_-_ATCID.pdf
TRMID
http://www.oatioasis.com/DUK/DUKdocs/Current_TRM_Implementation_Document_-_TRMID.pdf
CBMID
http://www.oatioasis.com/DUK/DUKdocs/CBM_Defining_Statement.pdf
Postback Methodology
http://www.oatioasis.com/DUK/DUKdocs/Current_Postback_Methodology.pdf
• Questions on the calculation of ATC
Email:DukeNCIEATC@midwestiso.org
Call: 651-632-8708
NAESB Update
Wholesale Electric Quadrant
Service Across Multiple Transmission Systems (SAMTS)
(OASIS Subcommittee)
 Some key aspects
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Permits combination of requests and reservations over a time period to be coordinated
Only monthly and longer requests may be included (no restriction on reservations)
Requests must be submitted pre-confirmed
If one request is not accepted in full, customer may reduce or withdraw any and all
requests in the group
If all requests are accepted at requested capacity, all requests must be confirmed
Time zone mismatch is permitted
Timeframe for Coordinated Group
Transmission
Provider
Time
Zone
Jan
TP1
EST
Res 1-1
TP2
EDT
TP3
CST
Feb
Mar
Apr
CR 1-2
Res 2-1
Res 1-3
CR 2-2
CR 3-1
May
Jun
Jul
Aug
CR 1-4
Res 2-3
Res 3-2
Sep
NAESB Update
Wholesale Electric Quadrant
Service Across Multiple Transmission Systems (SAMTS) – cont.
(OASIS Subcommittee)
 Recommendation sent to EC for approval
• Formal comment period ends June 10, 2011 -- link
• Technical conference on 5/20/2011
• WEQ Executive Committee to review & vote on 6/30/2011
WEQ Review Session
WEQ EC Meeting for Consideration and Vote
Friday, May 20, 2011, from 10:00 am to 5:00 pm C
Thursday, June 30, 2011, from 10:00 am to 5:00 pm C
Conference number: 866-740-1260
Access code: 7133562
Security code: 1022
Web Cast: http://www.readytalk.com (please use same codes)
Conference number: 866-740-1260
Access code: 7133562
Security code: 1022
Web Cast: http://www.readytalk.com (please use same codes)
Recommendation:
Recommendation:
http://www.naesb.org/pdf4/weq_2011_ap_2aiii1_to_2aiii3_rec.doc
http://www.naesb.org/pdf4/weq_2011_ap_2aiii1_to_2aiii3_rec.doc
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
 Target for EC completion in 3rd quarter 2011
• NITS work delayed while completing Service Across Multiple Transmission
Systems (SAMTS)
• OASIS subcommittee plans to send out draft version for informal comments
early June
• Next steps are dependent upon magnitude of comments received
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 – Options include:
• 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)
• Flowgate Allocation based on 2-day ahead, 1-day ahead and hour-ahead projected use
 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-to-cut
priority in another BA
NAESB Update
Wholesale Electric Quadrant
Electric Industry Registry (EIR)
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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
Open Access
Transmission Tariff Filings
In 2011 Duke Energy Carolinas filed an amended OATT to
request FERC approval of a new formula rate for Transmission
Service
 The requested effective date was for June 1, 2011
 There was an intervention in favor of the filing
 Radial transmission lines will be excluded from the transmission rate
based on a going forward basis
 The transmission system peak calculation has changed and will change
again on June 1, 2011
• June, 1 2011 new rates will go into effect
e-Tariff Public Viewer
 http://etariff.ferc.gov/TariffList.aspx
FERC Order 676-E & 729
OASIS Project
FERC 676-E & 729 Ordered on November 24, 2009
Both orders support the NAESB standards and NERC Requirements and
required an implementation date of April 1, 2011
Re-bid of Partial Service WEQ 001-4.7 through 4.12
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Rebid Price – Complete
Rebid MW – Complete
Priorities for Competing Requests WEQ 001-4.14 through 4.16
NAESB Table 4-3 revised - Complete
• Preconfirmed Priority
• Duke Business Practice 3.F. Revised to coincide with Table 4-3
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 - ATCID, CBMID, TRMID Documents posted – Complete
FERC Order 676-E & 729
OASIS Project
ATC Narratives and Questions WEQ 001-14, 15 & 16
Zero ATC Narratives & Change Narrative – Complete
• On OASIS > Go to
> Select Narrative Attribute & Filters as desired filters
ATC or AFC Methodology Questions
• ATC Contact Person posted on OASIS homepage – Complete
Actual & Forecasted Load WEQ 001-17
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•
Forecasted & Actual Daily Sys-wide (includes Native Load) and Daily Native Peak
Load – Complete
On OASIS > Go to
> Select
> Select Filters as desired
Postbacks WEQ 001-18
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`
Requires a Postback Methodology document be posted on OASIS under the ATC
Information Link – Complete
FERC Order 676-E & 729
OASIS Project
Grandfathered Agreements WEQ 001-19
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•
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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 – Complete
Duke does not have grandfathered agreements
Rollover Rights
WEQ 001-20
Duke Business Practice 3.J has been modified to reference the 5yr/1yr requirement
• 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
FERC Order 676-E & 729
OASIS Project
Conditional Curtailment Option
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WEQ 001-21
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
During defined periods CCO service is moved to Transmission Product code = 6-CF
Management and accounting templates and processes – 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
Must be Identified in the TP’s CBMID – Complete
Duke Energy Carolinas does not currently allocate Capacity Benefit Margins (CBM)
on its ATC Paths
FERC Order 729
NERC Requirements pertaining to ATC transparency
Available Transmission System Capability - MOD-001-1a
http://www.nerc.com/files/MOD-001-1a.pdf
Capacity Benefit Margin - MOD-004-1
http://www.nerc.com/files/MOD-004-1.pdf
Transmission Reliability Margin Calculation Methodology - MOD-008-1
http://www.nerc.com/files/MOD-008-1.pdf
Area Interchange Methodology - MOD-028-1
http://www.nerc.com/files/MOD-028-1.pdf
Rated System Path Methodology - MOD-029-1
http://www.nerc.com/files/MOD-029-1a.pdf
Flowgate Methodology - MOD-30-1
http://www.nerc.com/files/MOD-030-2.pdf
Wrap-up
Proposed Next Quarterly Stakeholder Meeting
– Thursday, September 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