Joint Outreach Team Implementation Plan

July 12, 201310:30-11:30 a.m.

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Overview

• Welcome Mark Gabriel– Plan Purpose– General Execution Issues

• Implementation Plan Tony Montoya– Tier 1– Tier 2

• Questions Open

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Welcome

Mark GabrielAdministrator

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Plan Purpose

• Prioritize tasks and establish schedule• Identify needs for customer and stakeholder

collaboration• Comply with request to submit

implementation plan• Meld recommendations into Western

business, existing initiatives

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General Execution Issues

• Incorporate into normal course of doing business

• Budget, costs and funding• Collaboration and outreach• Benefits• Timing

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Implementation Plan

Tony MontoyaChief Operating Officer

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Tier 1: Immediate Implementation or Consideration

• 1A: Required Regulation Reserve Capacity• 1B: OASIS Consolidation• 1C: LGIP Revisions• 1D: Rate-Setting Methodologies• 1E: Combined Transmission System Opportunities• 1F: Intra-hour Scheduling• 1G: Efforts to Integrate VERs

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1A: Required Regulation Reserve Capacity

Description: Conduct analysis and develop consistent methodology for determining and reviewing regulation reserve capacity needed by each BA and sub-BA to meet requirementsActions: In progress• Evaluating BPA’s method• Received two BA results with others expected in October• Will evaluate results and schedule periodic updates

Expected completion: October 2013

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1B: Common OASIS

Description: Consolidate the four Western Interconnection OASIS sites into one

Actions: In progress since 2011• Review business plan• Create a charter and milestonesExpected completion: June 2015

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1C: LGIP Revisions

Description: Revise and conform Western’s LGIP to implement recommendations from WestConnect’s Work Group

Actions: Initiated May 2013• Includes specific recommendations by JOT• Possible additional reforms• Public process and FERC approvalExpected completion: December 2014

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1D: Rate-Setting Methodologies

Description: Evaluate potential to standardize transmission and ancillary service rate methodologies

Actions: Initiated May 2013• Phase 1: Survey existing methodologies• Phase 2: Evaluate potential for standardization with

customersExpected completion: December

2014

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1E: Combined Transmission System Opportunities

Description: Identify opportunities and interest for increased transmission integration within DSW, RM and CRSP

Actions: • Discuss opportunities with power and tariff

customers, neighbors and partners• Pursue only if there is sufficient interest in area

Expected completion: 1-3 years

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1F: Intra-hour Scheduling

Description: Comply with FERC Order 764

Actions: In progress• Coordination with other scheduling utilities

Expected completion: November 2013

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1G: Integrate VERs

Description: Participate in efforts to identify and find solutions to support reliable, cost effective and efficient use of variable energy resources

Actions: In progress• Continue participation in field trials for new technologies (i.e.

WECC initiatives)• Participate in regional or sub-regional efforts (i.e. NWPP)• Examine benefits of WAUE BA joining RTO

Expected completion: Up to 2 years

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Tier 2: Further Evaluation and Consideration

• 2A: New Transmission Products

• 2B: Transition from Contract Path to Flow Based

• 2C: Integrated Resource Planning Program

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2A: New Transmission Products

Description: Explore developing new, intra-regional, inter-regional, Western-wide transmission products

Actions: In progress• Update business case of redirecting service

between Federal hydroelectric project transmission systems

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2B: Transition to Flow Based Approach

Description: Study achievability, cost and benefits of moving move from contract-path to flow-based approach

Actions:• Identify appropriate forum to discuss• Include broad segment of transmission

community within WECC

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2C: Integrated Resource Planning Program

Description: Evaluate compliance, quality and execution of EPAMP and IRP programs

Actions: In progress with two parts• Part 1: Implement automated tool for annual

and five-year submissions—partially complete• Part 2: Evaluate contractor’s findings and

establish action plan

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Questions?