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Duke Energy Carolinas Stakeholder Meeting. Independent Entity Services September 12, 2008. Agenda. Customer Survey Results Customer Recommendations Budget Future of Independent Entity Services Appendix Survey Questions and Results . 2. Attachment K – IE Responsibilities.

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duke energy carolinas stakeholder meeting

Duke Energy CarolinasStakeholder Meeting

Independent Entity Services

September 12, 2008

agenda
Agenda
  • Customer Survey Results
  • Customer Recommendations
  • Budget
  • Future of Independent Entity Services
  • Appendix
    • Survey Questions and Results

2

attachment k ie responsibilities
Attachment K – IE Responsibilities
  • Evaluation and approval of all transmission service requests
  • Calculation of Total Transfer Capability (TTC) and ATC
  • Operation and administration of Duke Energy Carolinas’ OASIS
  • Evaluation, processing and approval of all generation interconnection requests, and performance of related interconnection studies
  • Coordination of transmission planning
survey objectives
Survey Objectives
  • Seek continuous improvement of services provided while ensuring the highest value of service
  • Confirm the collaborative efforts showed a seamless transition of tariff administration services to customers
  • Gauge general confidence of customers
summary of survey questions
Summary of Survey Questions
  • Customer Satisfaction
    • View of Performance
  • Customer Expectations
  • Customer Experiences
    • Consistency of Service
  • Suggested Improvements
  • Expected Impact of Survey
    • Expected follow-up

Survey conducted by: Practical Approaches

customer satisfaction
Customer Satisfaction
  • Overall Midwest ISO Service Performance

Reflects Customer Satisfaction

(23 Respondents)

6

customer expectations
Customer Expectations
  • Timeliness
  • Accuracy
  • Availability
  • Consistency
  • Compliance with Tariff and Business Practices
  • Communication

7

customer experiences
Customer Experiences
  • Customers have:
    • Seen increased improvement in Independent Entity services since start-up
    • Indicated Midwest ISO is more knowledgeable now of the Duke Energy –Carolinas system
    • Seen that Midwest ISO has good understanding of upcoming regulatory changes

8

customer observations
Customer Observations
  • Independent Entity Staffing – customers seem to be comfortable with:
    • Quality of the personnel
    • Number of dedicated staff
    • Current staffing levels for after-hours coverage
    • Execution of FERC requirements
      • NERC and NAESB standards

9

how ie services are provided
How IE services are provided?
  • Customers would like to see the IE improve current services by:
    • More personalized service
    • Follow up on suggested business practice changes
    • Increased understanding of the geographic intricacies of the Duke system
    • No delays in study schedules (Generation Interconnection)
    • Know when to contact Midwest ISO versus Duke Energy – Carolinas

10

how the tariff is administered
How the Tariff is Administered?
  • Customer feedback noted two suggestions:
    • Review the minimum (Daily Firm) and maximum (Hourly Non-firm) lead time for requesting transmission service reservations to further align adjacent markets
    • Make it easier to do business during Daylight Savings Time change
    • Make it easier to do business across regions in different time zones

11

proposed plan
Proposed Plan
  • The NC Planning Collaborative meets the requirement of FERC Order 890 to provide transparency for transmission planning
    • Independent oversight is no longer needed from the Midwest ISO
  • Continue to use Midwest ISO for the remainder of the Independent Entity functions in order to efficiently implement substantial pending changes in tariff requirements
  • Continue to use Potomac Economics as the Independent Market Monitor

12

budget
Budget

Initial IE contract specified $2.2 Million

Midwest ISO Services delivered under budget with a reduced scope “scaling back” after hours coverage while performing additional work due to changes in FERC requirements

13

ie proposed next steps
IE Proposed Next Steps
  • Quarterly Stakeholder Meeting
    • This is the forum for discussing customer survey topics and emergent topics (Upcoming changes, stakeholder input)
    • Tuesday, October 21, 2008 – 2 p.m. to 3 p.m. ET

14

appendix
Appendix
  • The following slides are the nine questions asked of the survey participants

16

survey question 1
Survey Question 1:

As you think about the service (s) you receive from Midwest ISO on behalf of Duke Energy Carolinas’, would you say the services you receive:

Participant Response

17

survey question 2
Survey Question 2:

Describe what the 2-3 key expectations are that you have of this group

Participant Response is found on slide 7 of this presentation

18

survey question 3
Survey Question 3:

As you think about the service (s) you receive, would you say that over the past year, things are:

Participant Response

19

survey question 4
Survey Question 4:

If you could change ONE THING in the way the services/relationship works today, what would that be?

Participant Response is found on slide 7 of this presentation

20

survey question 5
Survey Question 5:

Comparing the Tariff Administration Service(s) you receive from Midwest ISO to the Tariff Administration Services(s) you received from Duke Energy-Carolinas, would you say Midwest ISO is:

Much better

Better

About the same

Worse

Participant Response

21

survey question 6
Survey Question 6:

Comparing the Tariff Administration Service(s) you receive from Midwest ISO on behalf of Duke, to the Tariff Administration Services(s) you received from other providers, would you say Midwest ISO/ Duke Independent Entity is:

Much better

Better

About the same

Worse

Than the services you received elsewhere.

Participant Response

22

survey question 7 9
Survey Question 7-9

Survey Question 7: Is there any issue currently unresolved that we should bring to their attention?

Participant Response corresponds to the information on slides 8, 9,10, 11 & 14

Survey Question 8: What should we have asked you about that we didn’t?

Participant Response corresponds to the information on slides 8, 9,10, 11 & 14

Survey Question 9: Do you think Midwest ISO will take your input seriously and act on it?

Why or why not?

Participant Response corresponds to the information on slides 11 & 14

23