Duke Energy Carolinas
Quarterly Stakeholder Meeting
1st Quarter 2012
Independent Entity Services
Thursday, March 22, 2012
2:00 to 3:00 p.m. EDT
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Agenda
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Follow-up from January 19, 2012
Face to Face Meeting May 24, 2012
Preemption and Competition Module Update
OASIS Offerings
EIR – Electric Industry Registry
NAESB Update - Wholesale Electric Quadrant
Formula Rate Annual True-up
Wrap-up
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Follow-up
Question:
“Would it be possible to do a follow up presentation for the next stakeholder meeting
taking an actual real example of a flowgate constraint and ATC interface calculation and
show what happens in the model runs as it goes from several months out to current
real time? I think that would be very illustrative and now that we understand the
process much better this would give us a better picture of what the implementation
looks like. “
Topic has been held to be addressed at the Face
to Face meeting scheduled for May 24, 2012
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Duke Energy Carolinas Face to Face
Stakeholder Meeting
May 24, 2012 from 0900 to 1500 EDT
Location
Duke Energy - Greensboro (Fairfax) Operations Center (Auditorium)
4508 Hilltop Road
Greensboro, NC 27407
Directions from Charlotte: Take I-85 N to exit 119 (Groometown Rd). Turn left on Groometown and
go 3.1 miles to operations center which is on the right after crossing Fairfax Rd. Google Map
Agenda
Q2 Stakeholder Meeting
ATC & AFC Training
Nearby Hotel
Grandover Resort & Golf Greensboro, NC
Website: http://www.grandover.com/
Phone: (336) 294-1800, Toll Free: (800) 472-6301
Meeting Registration Contact
Gail Parker 651-632-8425 or [email protected]
email Subject: Q2 Duke EC Face to Face Stakeholder Meeting
Registration Deadline May 14th
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Preemption & Competition Module Update
Deployment of OATI’s Preemption & Competition Module (PCM) is delayed,
until issues can be resolved. Duke will continue using the current manual
process to facilitate Business Practice 3.F. for Preemption and Right of First
Refusal (ROFR).
 PCM will semi-automate Preemption and Right of First Refusal
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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 to grant service to the new request
Upon Tariff Administrator initiation
• PCM Supersedes pending requests
• Creates RECALLs
• For ROFR PCM creates MATCHING requests
• Dependent on Customer action to the MATCH, PCM will balance existing TSRs
Notification to Customers will be made by email and indicated on all associated TSRs in the
Seller Comments
 Business Practice 3.F will be modified to outline the PCM process of Preemption and Right of
First Refusal when ATC/AFC is limited.
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Notification of the change will be given at least 2wks in advance
 Appendix slides 15 through 17 are the slides from the Stakeholder Presentation held on
01/19/12
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Slide 15 - Introduces the Business Practice change 3.F.
Slides 16 & 17 - How the PCM tool works and customer notification
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OASIS Offerings
ATC Offering postings on OASIS will be disabled and removed.
 ATC Offering postings are not required by the OATT, NERC, or NAESB
 Price Offering postings are required and will continue to be posted
• “Get Bid Price” when creating a TSR will continue to retrieve Duke
Transmission Rates
 ATC Offerings is a duplicate of Sys Data postings
• Firm and Non-Firm ATC is found by use of Sys Data on OASIS
 This should reduce the lag between calculations and Sys Data ATC postings
• ATC Capacity through Offerings will be removed from OASIS
 Appendix slides 18 through 22 show the use of Sys Data (from Stakeholder
Presentation held on 09/15/11)
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EIR – Electric Industry Registry
TSIN is being replaced by the EIR
 Transfers TSIN Registry from NERC to NAESB
 OATI will administer EIR for NAESB
 Training was given by OATI and completed on 3/16/2012
• OATI EIR training material can be found on OATI’s website
• http://www.oati.com/webRegistrywebpage030512.pdf
• Job Aids can be found on the EIR Website
• http://www.naesb.org/WEQ/weq_eir.asp
 Registration of Entity Codes/Roles begins March 28th
• OATI is providing two (2) complimentary certificates
 Entities must re-enter their data from TSIN into the new EIR
 PSE (including LSR, GP) Source/Sink Registration is Scheduled 5/8/2012 to
5/14/2012.
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EIR – Electric Industry Registry
Sources and Sink Entries for Customers
 During the transition to EIR, Duke will enter Sources and Sinks for
Customers if:
• The customer has completed EIR registration
• The customer has submitted a list of Sources and Sinks to Duke
• Submit to David McRee [email protected]
 Duke will not upload data from TSIN into the EIR unless contacted by
the customer
 For technical questions about the EIR, contact OATI Support
 For general EIR questions, contact NAESB
 Appendix slides 23 and 24 show a list of Sources and Sinks found in
tags over the past 45 days
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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)
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(OASIS Subcommittee)
Recommendation Completed by Subcommittee on Dec 1, 2011 – link
Formal Industry Comment Period Ended Feb 27, 2012 - link
OASIS Subcommittee - Completed Review of Formal Comments
Executive Committee - Review to be Scheduled
File with FERC - 2nd Quarter 2012
Preemption and Right of First Refusal
(OASIS Subcommittee)
 Review has Begun
 Parking Lot Document Captures Issues (link to 2/9/12 document)
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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 (Transmission Provider selects one of the following data input methods)
• 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 developing a two-tiered firm curtailment process (first-to-cut / last-to-cut)
 White Paper outlines the planned process (link to 3/8/12 draft)
 Business Practices will be developed for adoption by the Executive Committee
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NAESB Update
Wholesale Electric Quadrant
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
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Formula Rate Annual True-up
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Wrap-up
Proposed Next Quarterly Stakeholder Meeting
 Thursday, May 24, 2012 – 9:00 a.m. to 10:00 a.m. EDT
 AFC/ATC Training 10:00 a.m. to 3:00 p.m. EDT
• Duke Energy Greensboro (Fairfax) Operations Center
(Auditorium) - Greensboro, NC
Customer Suggested Topics?
 This is the forum for discussing emergent topics
(Upcoming changes, stakeholder input)
Questions and Comments
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Appendix
Slide 15
Slide 16 & 17
Slide 18 & 19
Slide 20
Slide 21 & 22
Slide 23 & 24
Business Practice - Pending Change to 3.F. Preempting
Requests
Preemption and Right of First Refusal Customer
Notification
webOASIS – Sys Data Summary ATC Postings
Create a TSR from SysData Summary ATC Postings
webOASIS – Sys Data ATC Portfolio
List of Recent Source & Sinks
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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 semiautomate 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.
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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
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Capacity to accommodate the Challenger will be recalled from the reservation with ROFR
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A MATCHING request will be automatically generated with a status of COUNTEROFFER in
place of the reservation with ROFR
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The MATCHING request must be confirmed within the response time to retain capacity
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Rebids of MATCHING requests will not be accepted
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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
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Customers who opt not to challenge and do not want the remaining capacity may ask for full
displacement of the original reservation
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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
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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 Challenging
request
• 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
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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
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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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List of Recent Sources & Sinks
Point Name
ROWAN
BroadRiver
BroadRiver
LOCKHARTGEN
LOCKHARTLOAD
DUKSYSGEN
DUKSYSGEN_BPM1
DUKSYSLOAD
RUTFRDLOAD
SEHA.DUK
SETH.DUK
Cherokee
NCEMCGEN
NCEMCLOAD
CA_Code
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
PSE_Code
CPLCSD
CPLE
CPLW
CRGL1A
CRGL1A
DUKEBP
DUKEBP
DUKEBP
DUKEBP
DUKEBP
DUKEBP
FPLPSE
NCEMC1
NCEMC1
Role
Source
Source
Source
Source
Sink
Source
Source
Sink
Sink
Sink
Sink
Source
Source
Sink
Status
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Note: These are the Sources and Sinks that have been found in tags over
the past 45 days. Marketers may want to use this as the starting
point for their review. Duke recommends visiting www.tsin.com for a
more comprehensive review.
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List of Recent Sources & Sinks
Point Name
NCMPA1LOAD
NCMPA1TCE
PMPAGEN
PMPALOAD
SC_AndersonLFG
SC_BUZZROOST
DUKE.SEPA
PMPALOAD
SEHA.DUK
SETH.DUK
CLEVELAND
EULOAD
EURES
ROWAN
SENECA
CA_Code
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
DUK
PSE_Code
NCMPA1
NCMPA1
PMPA01
PMPA01
SCBP01
SCBP01
SEPBS1
SEPBS1
SEPBS1
SEPBS1
SWESP
SWESP
SWESP
SWESP
SWESP
Role
Sink
Source
Source
Sink
Source
Source
Sink
Sink
Sink
Sink
Source
Sink
Source/Sink
Source
Sink
Status
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Active
Note: These are the Sources and Sinks that have been found in tags over
the past 45 days. Marketers may want to use this as the starting
point for their review. Duke recommends visiting www.tsin.com for a
more comprehensive review.
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