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Duke Energy Carolinas Quarterly Stakeholder Meeting PowerPoint PPT Presentation


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Duke Energy Carolinas Quarterly Stakeholder Meeting. 4 th Quarter 2011. Independent Entity Services Thursday, January 19, 2012 2:00 to 4:00 p.m. EST. Agenda. Action Items & Follow Up from September 15, 2011 Business Practices - Pending Change to 3.F. Preempting Requests

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Duke Energy Carolinas Quarterly Stakeholder Meeting

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Duke Energy CarolinasQuarterly Stakeholder Meeting

  • 4th Quarter 2011

Independent Entity Services

Thursday, January 19, 2012

2:00 to 4:00 p.m. EST


Agenda

  • Action Items & Follow Up from September 15, 2011

  • Business Practices - Pending Change to 3.F. Preempting Requests

  • NAESB Update - Wholesale Electric Quadrant

  • ATC Training

  • Wrap-up


Action Items & Follow-up from

September 15, 2011

  • September 15, 2011 meeting

  • Duke was asked:

    • Consider posting a five year forecast of transmission rates.


Business Practice - Pending Change to

3.F. Preempting Requests

  • 3.F includes the process of Preemption and Right of First Refusal

  • Duke will deploy an OATI tool, Preemption & Competition Module or PCM. PCM will semi-automate Preemption and Right of First Refusal.

  • Business Practice 3.F will be modified to outline the PCM process of Preemption and Right of First Refusal when ATC/AFC is limited.

    • Challenging Requests must be preconfirmed and not profiled

    • Pending Requests have no ROFR and will be superseded to accommodate the Challenging Request

    • Existing Reservations not eligible for ROFR will be recalled to accommodate a higher priority Challenger

    • Existing Request eligible for ROFR

      • Capacity to accommodate the Challenger will be recalled from the reservation with ROFR

      • A MATCHING request will be automatically generated with a status of COUNTEROFFER in place of the reservation with ROFR

      • The MATCHING request must be confirmed within the response time to retain capacity

      • Rebids of MATCHING requests will not be accepted

      • If the MATCHING request is confirmed, the Challenger will be Counteroffered or Refused and the balance remaining will be recalled from the Existing request with ROFR

      • Customers who opt not to challenge and do not want the remaining capacity may ask for full displacement of the original reservation


Preemption and Right of First Refusal Customer Notification

  • When the ATC Validation Criteria detects a deficiency in ATC/AFC, Preemption and Competition Module (PCM) will perform an assessment as to the feasibility of entering into a Preemption and/or Competition scenario to grant service to the new request.

  • Notifications for Preemption

  • If PCM determines service requests or reservations should be Preempted a RECALL or SUPERSEDE of the existing service will be created by PCM.

  • OASIS Notification

    • Existing reservation will be recalled by the amount need to accept the Challenging request

      • The AREF of the Challenging request will be indicated in Seller Comments when a RECALL or SUPERSEDE is created

      • E-mail notification of “transstatus” change will be sent to the person who created the existing request

      • Subject: XXXXXXXX RECALL transstatus

      • User must have Notification Method enabled and a Notification Address on their User Preferences


Preemption and Right of First Refusal Customer Notification

  • Notifications for Competition

  • If PCM determines service requests or reservations should be placed into Competition, a RECALL of the existing service and a MATCHING request will be created by PCM.

  • OASIS Notification

    • New TSR will be created with a Status of COUNTEROFFER and request type MATCHING in the amount and time span calculated

      • Match MW is determined by the MWs need to accommodate the Challenging request

      • Seller Comments will indicate the AREF of the Challenging request

    • Existing reservation will be recalled by the amount need to accept the Challenging request

      • RECALL TSR text in Seller Comments will indicate the AREF of the Challengingrequest

    • If the MATCHING TSR is Confirmed a RECALL will be issued for the balance of the Defender

      • RECALL TSR text in Seller Comments will indicate the AREF of the MATCHING request for ROFR

    • E-mail notification of “transstatus” change will be sent to the person who created the existing request

      • Subject: XXXXXXXX RECALL transstatus

      • User must have Notification Method enabled and a Notification Address on their User Preferences


NAESB Update Wholesale Electric Quadrant

  • 2012 Annual Plans

  • Link to Wholesale Electric Quadrant Annual Plan

  • Link to Wholesale Gas Quadrant Annual Plan

  • Link to Retail Annual Plan

  • Network Service on OASIS (NITS)(OASIS Subcommittee)

  • Recommendation Completed by Subcommittee on Dec 1, 2011 – link

  • Formal Industry Comment Period Until Feb 27, 2012 – link

  • Review Session for Industry – Jan 24, 2012 - link

  • EC Single-Topic Meeting for Vote - to be Scheduled

  • File with FERC -- 2nd Quarter 2012

    • Preemption and Right of First Refusal(OASIS Subcommittee)

  • Work begins on Jan 25th


NAESB Update Wholesale Electric Quadrant

  • Electric Industry Registry (EIR) (NAESB Office/JESS)

    • Transfers TSIN Registry from NERC to NAESB

    • OATI will administer for NAESB

    • Data will need to be registered again – not moving TSIN data to EIR

    • Annual registration fee will be required

    • RFP and System Specification Document - link

    • Frequently Asked Questions - link

    • EIR Calendar – link

      • Testing and Approval of EIR – End of January – link to Test Plan

      • Training planned for Feb & Mar 2012

      • Should be operational in 2nd Qtr 2012


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-to-cut priority


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

    • FERC Order 1000 Matrix - link

    • FERC Order 1000 Summary – link

    • Provisional Item 19 Added to 2012 WEQ Annual Plan

  • PKI (Public Key Infrastructure) Subcommittee

    • New Subcommittee – link to subcommittee’s web page

    • Responsible for Proposing Modifications to or Developing New WEQ-012 PKI Standards


ATC Training

  • Due to the size and detail of this presentation, it will be presented from a separate document.

  • The ATC Training presentation can be found on the Duke OASIS Homepage under Documents > Stakeholder Meetings > Q4 20120119 - ATC Training Presentation


Wrap-up

Proposed Next Quarterly Stakeholder Meeting

  • Thursday, March 22, 2012 – 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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