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1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Page 1: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

1

American Transmission Company LLCThe Energy Access Company

Generation Customer Meeting

May 18, 2001 ATC HeadquartersWaukesha, Wisconsin

Page 2: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

Agenda9:00 a.m. Welcome Jeff Rauh, Manager of Customer and

Regulatory Relations

9:15 a.m. Cost Allocation Policy and Teresa Mogensen, Director of Interconnection Overview Planning

9:45 a.m. Interconnection Study Process Dave Cullum, Manager of Stability

& Special Studies

11:00 a.m. Regulatory and Siting Processes Pete Holtz, Siting Project Manager

Steve Leovy, Public Service Commission of Wisconsin

11:45 a.m. Lunch

12:45 p.m. Interconnection Agreement • Operations Don Morrow, Director of Operations• Engineering & Construction Ken Copp, Director Engineering,

Construction and Maintenance • Legal Walt Woelfle, Vice President Legal• Finance Dan Doyle, Vice President & CFO

3:00 p.m. Transmission Service Requests Dale Burmester, Manager of Transmission Service

3:15 p.m. MISO/RTO Developments Teresa Mogensen

3:45 p.m. Wrap-Up and Closing Teresa Mogensen

Page 3: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Welcome and Introduction

Jeff Rauh Manager Customer and Regulatory Relations

Page 4: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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ATC Quick Facts

• 7 IOUs, 7 municipals and 4 cooperatives divesting transmission assets, 50 kV and above and associated land rights, into ATC

• ATC owns over 7,500 miles of transmission lines with an approximate book value of $525 million

• Construction plans total $80 to $100 million per year in the next four years

Page 5: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The ATC System Footprint(Service Areas of Asset Contributors)

De Pere Office

Waukesha Headquarters

Cottage Grove System Operating Center

Page 6: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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ATC Contributors/Investors

• Adams-Columbia Coop (WI)• Algoma (WI)• Alliant/WPL (WI)*• Alliant/South Beloit (IL)*• Badger Power (WI)• Central Wisconsin Coop (WI)• Cloverland Coop (MI)• Edison Sault (MI)*• Kaukauna (WI)• Manitowoc (WI)• Marshfield (WI)• Menasha (WI)• MG&E (WI)*

• Oconto Falls (WI)• Plymouth (WI)• Reedsburg (WI)• Rock County Coop (WI)• Sheboygan Falls (WI)• Sturgeon Bay (WI)• Sun Prairie (WI)• Upper Peninsula Power Co (MI)• Wisconsin Electric (WI & MI)*• Wisconsin Rapids (WI)• Wisconsin Public Power Inc. (WI)*• Wisconsin Public Service (WI &

MI)*

* Contributions closed 1/1/01. Other contributions expected to close by 6/30/01.

Page 7: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Directors• José Delgado, CEO American Transmission CompanyIndependent Directors:• Anthony Earl, attorney and former Wisconsin governor, Milwaukee• Agustin Ramirez, CEO Husco International, Waukesha, WI• William Verrette, CEO Champion Inc., Iron Mountain, MI• Stephen Yanisch, Managing Director, Dain Rauscher Inc., MinneapolisRepresentative Directors:• David Porter, Wisconsin Electric• Eliot Protsch, Alliant Energy • Pat Schrickel, Wisconsin Public Service• Roy Thilly, Wisconsin Public Power Inc.• Mark Williamson, Madison Gas and Electric

Page 8: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Governance

• One director, one vote

• Transition to traditional stock-held corporation with owner-elected board after three years

• Independent operations from Day One

Page 9: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Areas of Focus

• Operate Well

• Build Necessary Transmission Infrastructure

• Create Transmission Service Business

Page 10: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Generation Interconnection Cost Allocation Policy

Teresa Mogensen Director of Transmission Planning and Service

Page 11: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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ATC Objectives

• Strengthen ATC transmission network

• Improve access of ATC customers to competitive energy market– Additional generation interconnections– Impacts on import capability

Page 12: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Policy

• Include the costs of transmission network facilities associated with generation interconnections in the network costs of the ATC system

• Subject to tests:– Network facilities– Reasonableness – Eligibility

Page 13: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Network Facilities

• Facilities must carry network flow and be judged beneficial to network

• Radial generation leads to network interconnection point are not included

Page 14: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Example: Interconnecting to an ATC Line

X SUB C

relay 

SUBB

relay

SUBA 

SUBD

X

Stability

? Miles

____ Interconnection Facilities (new facilities necessary to interconnect generation)____ Required Upgrades (breakers, system protection and control) resulting from short circuit and stability studies____ Subset of Required Upgrades – line addition due to stability____ Optional Upgrades (thermal and associated upgrade)____ Existing Facilities

 

Page 15: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Example: Interconnecting to an ATC Substation

____ Interconnection Facilities (new facilities necessary to interconnect generation)____ Required Upgrades (breakers, system protection and control) resulting from short circuit and stability studies____ Subset of Required Upgrades – line addition due to stability____ Optional Upgrades (thermal and associated upgrade)____ Existing Facilities 

Line 3

Line 4 Line 5

Line 1Line 2

 

Page 16: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Reasonableness Tests

• ATC will assess factors including, but not limited to:– Distance from generator to existing ATC

system– Application of general least cost planning

principles– Point-to-point revenue to annual revenue

requirement comparison

Page 17: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Eligibility Requirements

• Financial screening of generating firm

• Guarantee to cover ATC costs expended if project fails or does not proceed as planned

• Executed interconnection agreement

Page 18: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Policy Subject to Change

• Policy may be changed at some time in the future as generation becomes more plentiful, system configuration changes, RTO congestion management systems are implemented or other relevant conditions occur.

Page 19: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Overview of Generator Interconnection Process

Teresa Mogensen

Director of Transmission Planning and Service

Page 20: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Multiple Processes Leading to Licensing

• Interconnection Study Process is the most visible; however, it is not the only process to consider

• In order to be able to produce a regulatory filing after the formed study process is complete, there are additional associated processes to follow

• Some steps can run in parallel; some must be done in a particular order

Page 21: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Multiple Processes

• Planning Interconnection Studies

• Detailed Design & Cost Estimating

• Interconnection Agreement

• Regulatory

• Siting

• Transmission Service

Page 22: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Planning Interconnection Studies

• Determines impact of proposed new generation or modifications to existing generation on transmission system

• Identifies and classifies necessary facilities– Interconnection facilities– Required system upgrades– Optional system upgrades

Page 23: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Detailed Design and Cost Estimating

• Standards and Specifications

• Construction Plans

• Design Basis Manual for Project

• Details needed for interconnection agreement and regulatory application

Page 24: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Interconnection Agreement

• Formalization of relationships and responsibilities– Physical interconnection details– Construction schedules– Ongoing operations– Legal obligations and responsibilities– Financial commitments and qualifications

Page 25: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Regulatory

• Application for generation requires associated application for transmission

• Specific timelines and milestones– Notice and information – Public meetings– Filing steps

Page 26: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Siting

• Hand-in-hand with regulatory

• Constructablity assessment

• Work with public to find the most acceptable routes – Public planning process– Inform and involve local officials and

government representatives

Page 27: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Transmission Service

• Separate process/request/queue than for Interconnection Service

• Interconnection Service– Provides rights to physically interconnect to

transmission system– No rights to move power

• Transmission Service– “Delivery Service”– Provides rights to move power

Page 28: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Working Together• ATC wants to facilitate successful projects

and relationships with our customers

• Resolution of backlog is underway

• Keep us involved and informed as you initiate and proceed with your project

• We want to work together with you for most efficient and effective use of our mutual resources!

Page 29: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Interconnection Study Process

Dave Cullum Manager of Stability and Special Studies

Page 30: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Stability & Special Studies

• Current Staff:– Steve Feak, Senior Engineer, since Day 1– Bob Krueger, Engineer, since April 30th

• Future additions:– Mike Marz, Senior Engineer, May 21st

– Prabhu Gnanam, Engineer, mid-June– One opening still remains

Page 31: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Contact Information:

• David Cullum– Voice: (608) 877-7608– Fax: (608) 877-7641– Pager: (608) 681-2181– Email: [email protected]– Director: Teresa Mogensen (262) 506-6860

Page 32: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Where Can I Find Information on Generator Interconnections?

• Request process is posted on the OASIS

• Easiest way to get to this information (including the public queue)– Go to http://www.atcllc.com/– Click on “Interconnections”– Click on “Generator Interconnections”

• Does not require special access permission

Page 33: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Queue”

• Ordered list of all valid generator interconnection requests received by ATC

• Queue order is determined by date and time ATC receives the request

• Two versions of the queue:– Confidential, internal – customer’s name and

exact siting location– Public – general info, posted to the OASIS

Page 34: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Public “Queue”

Queue In-Service Queue Location Size IC Voltage StatusPosition Date Date State County (kV) ICS

001 2003 5/11/99 0:00 WI Kenosha 1100 MW CC 345 Complete001.1 2003 10/21/99 0:00 WI Manitowoc 99 MW 138 In-Progress002 2003 11/1/99 0:00 WI Ozaukee 500/1000 MW 138 Interim Report003 2002 12/27/99 0:00 WI Waukesha 375 MW 345/230/138 Interim Report

ATCLLC Generator Interconnection Request Queue

Queue position is determined by the date the request is received

Specifics of the request that are public:• Estimated In-Service Date• Location (State and County)• MW Size and Interconnection Voltage

Page 35: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Public “Queue”

• Study status is indicated in the last column• Studies listed as:

– “Complete” = final report has been issued– “Interim Report” = a draft report has been

issued on some portion of the analysis

• Any customer may request a copy of these reports

• Reports are written to try to preserve the identity of the customer

Page 36: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Who Must Make a Request?

• Any new generation wanting to connect to ATC facilities

• Any power uprate of existing generation connected to ATC facilities

• Customers connecting to a distribution system should make a request to the corresponding Distribution Company

Page 37: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Making the Request“How to Get in the Queue”

• Download the Generator Interconnection Request form from the OASIS– Available as a PDF or Excel file

• Customer must fill in all of the information except those items listed as optional

• If all information is not filled in, not a valid request

• Not a request for transmission service

Page 38: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

Request FormGENERATOR INTERCONNECTION REQUEST

INSTRUCTIONS:

1. Request must be completed in its entirety (except for optional f ields) to be considered a completed request.

2. Queue date w ill be assigned w hen the completed, signed request is received at American Transmission Co.

3. The request can be submitted either of the follow ing w ays:

a. Fax to: American Transmission Co., Attn: David Cullum at (608) 877-7641. The signed, original request also needs to be

received by Mr. Cullum w ithin 10 calendar days, at the address below , to retain queue position.

b. Mail to: American Transmission Co., Attn: David Cullum, 2489 Rinden Rd., Cottage Grove, WI 53527-9598

Requester Name Contact Name (if different than Requester)

Telephone No. Telephone No.

E-mail Address (optional) E-mail Address (optional)

Requester's Signature

Company's Official Name

Street Address

City State Zip

REQUESTER INFORMATION

Page 39: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

Location (e.g., street address, substation, other specific geographic identification)

Information for boxes with shaded titles below will be posted to ATC's OASIS on the Internet

State County Interconnection Voltage Level Total Installed Capacity (MW)

Units/Capacity Anticipated In-Service Date of Generation Facility

Other Description or Comments (optional)

GENERATOR INTERCONNECTION INFORMATION

No. of Units to be Installed Capacity of Each Unit (MVA)

Request Form

Note: Shaded Boxes are posted on the OASIS

Page 40: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Submitting the Request

• How can you submit the form:– Fax to phone number on the form– Delivery to address on the form

• Receipt of request establishes queue position• Customer must deliver the original, signed form to

address on form for the request to be valid, so– If initially faxed, the original form must be received

within 10 calendar days of the fax transmittal to retain queue position

– If not received within 10 calendar days, receipt of original form will establish a new queue date

Page 41: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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What Will ATC Do With Request?

• Add the request information to the queue

• Post the revised public queue within 2 business days

• Confirm receipt of original form, when received, with customer and communicate queue position

• Begin preparing Study Agreement

Page 42: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Before the “Study”

• Customer needs to execute a Generator Interconnection Study Agreement

• Generic version of agreement is available on the OASIS

• ATC will tender the agreement within 30 calendar days of the request

• Customer has 15 days to execute

Page 43: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Study Agreement

• States what the deliverables are:– Identification of three types facilities related to

the requested service• Interconnection Facilities – equipment needed to

make the physical connection

• Required System Upgrades – equipment needed to resolve stability or short circuit “problems”

• Optional System Upgrades – essentially equipment required due to thermal overloads

– Cost estimate for these facilities

Page 44: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Study Agreement

• States the cost estimate to perform the study and the time frame expected for completion of the study

• ATC may revise the cost estimate and time frame as the study progresses

• Customer may cancel study at any time• ATC may only charge actual cost of the

study incurred up to completion or cancellation

Page 45: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Study Agreement

• What does the customer need to supply?– One-line of the proposed interconnection to the

transmission system, including a substation diagram showing bus configuration with breaker positions

– Generator machine and step-up transformer data plus exciter and governor models

• Changes to this information may require a re-evaluation of the request

• Customer then submits the executed agreement

Page 46: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Study Agreement – Data

• Example one-line

Existing345kV Line XYZ

ProposedFacility

Unit1

ExistingSub B

ExistingSub A

300/400/500 MVA%Z = 10% on OA

475 MVA

Page 47: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Changes to a Request

• Once a request is made, certain changes will require the customer to submit a new request for interconnection:– Change in generator’s location if it results in a

different connection configuration– Earlier in-service date– Significant change in generator’s output –

ATC’s engineering judgment

Page 48: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study”

• Four types of analysis may be required:– Stability– Short circuit– Thermal– Voltage (not typically required)

• Data provided is critical for the proper evaluation of interconnection request

• Not a Transmission Service Request study

Page 49: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 1 – Setup

• Development of ATC one-line from customer’s submittal

• ATC identifiesstudy scenarios

• Identification ofthe InterconnectionFacilities can begin– Equipment in black

1

PLEASANTPRAIRIE

ZION

BAIN

LIBERTYVILLEBLUE

LIBERTYVILLERED

NORTHBROOKRED

NORTHBROOKBLUE

L9922

L612

L612

L9922L2221

L631

L641

L611

ALBERSKENOSHA KK64151

SPRINGVALLEYKK64141

IC001

2C

S

C S

C S

2

1

KK64143

Page 50: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 2 – Stability

• Stability Analysis– Transient and Dynamic Stability Examined

• The system is analyzed with the addition of:– The proposed generation

– Any competing request earlier in the queue

– Transmission projects with internal approval but do not require a CPCN or acquisition of significant ROW

• Output of new units is delivered in the reverse of the CBM directions (75% to CE, 25% to MAPP)

Page 51: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 2 – Stability

• Determine Critical Clearing Time (CCT) for– 3 Phase fault with system intact

– 3 Phase fault with prior outage of one element

• CCT is the longest time the fault can be applied to the system before unit instability occurs

• CCT must be at least 1 cycle longer than the total breaker clearing time to be acceptable– Applies to both the primary and backup clearing

scenarios

Page 52: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 2 – Stability

• If find instability, what can be proposed?– Need for high speed circuit breakers and relaying (e.g.,

2 cycle breaker operating time)

– Direct tripping of unit(s)

– Operating restrictions (e.g., no operation below 50% system peak load)

– Transmission line or transformer additions/changes

• Equipment identified in Stability Analysis falls into Required System Upgrades

Page 53: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 3 – Report

• Provide an interim report on the findings from the Stability Analysis

• Interim report will include– Interconnection Facilities identified– Required System Upgrades identified– Rough cost estimates of the above equipment– Operating restrictions identified

• Notation made on OASIS so other customers may request a copy of this report

Page 54: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 4

• Two analyses in parallel plus refinement of the initial cost estimates– Short circuit study– Thermal study – not related to transmission

service request– Engineering revises the cost estimates for

Interconnection Facilities and Required System Upgrades identified in Step 2

Page 55: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Short Circuit

• The system is analyzed with the following components:– Same system as Stability Analysis plus– Required System Upgrades from Stability

• Primarily an issue of circuit breaker overduty – examine before and after

• Any equipment identified is listed as a Required System Upgrade

Page 56: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Thermal

• The system is analyzed with the following components:– Same system as Stability Analysis plus– Required System Upgrades from Stability

• Output of new unit is delivered to increasing load within the ATC system

• Units in surrounding area are set to maximum output to stress local system

Page 57: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Thermal

• Only identify transmission elements with a distribution factor 3%– That is, at least 3% of the output of the unit

must flow on that particular element– Consistent with MAIN methodology for

transmission service requests

• Any upgrades identified are Optional System Upgrades

Page 58: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 5

• Short Circuit analysis is rerun:– Same system as initial Short Circuit plus– Optional System Upgrades

• Any equipment identified now is listed as an Optional System Upgrade

Page 59: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 5

• Stability Analysis may need to be rerun depending on Optional System Upgrades identified

• If Stability Analysis must be rerun, more Optional System Upgrades may be identified

• Basic message – The study is often an iterative process

Page 60: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The “Study” – Step 6 – Final

• Conceptual Design is created showing various equipment additions

• Engineering produces final cost estimates:– Interconnection Facilities– Required System Upgrades– Optional System Upgrades

• First two categories of equipment must be built for interconnection to occur

Page 61: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Final Report

• Final Report is issued to customer following notation on the OASIS that the study is complete

• Other customers may request a copy of the report issued– Good way to find out issues for a particular

area of interest

Page 62: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Final Report

• What will the final report contain?– Summary report of the various analyses– Sub reports as attachments for each analysis

• Important points:– If generator data changes as project moves

ahead, a re-examination of site may be required– Any operating restrictions will be revisited by

ATC as network additions occur

Page 63: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Now What?

• Final Report is delivered to internal team

• Hand-off occurs to Interconnection Agreement Process

• Transmission Service Request, if any submitted, will be studied

• Billing will occur

Page 64: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Consultants

• ATC continues to review using consultants to perform studies– Consultant will be paid for by customer– Consultant will coordinate with ATC– Consultant will report results to ATC and ATC

will then communicate results using previously described process after posting note on OASIS

Page 65: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Helpful Hints

• Interconnection Request Transmission Service Request

• Make a request that covers the possible unit configurations (e.g., if up to 5 units, then request a study with those increments)– ATC will determine if the request should be split into

different studies and will communicate that to customer

– Make separate requests if considering multiple unit types (e.g., GE 7FAs vs. GE 7FBs)

– Still need to supply one-line and data for each scenario

Page 66: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Helpful Hints

• If siting in Wisconsin, go to the Public Service Commission (PSCW) website:– http://www.psc.state.wi.us/default.htm– OASIS has links to the following PSCW documents:

• Requirements for Power Plant and Power Line Development• Electric Power Plants: Approval Process • Construction and Environmental Information Overviews

• If siting in Michigan, visit Michigan Public Service Commission (MPSC) website:– http://www.cis.state.mi.us/mpsc/electric/

• Above links available on the OASIS

Page 67: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Helpful Hints

• For Wisconsin, Alternate Sites for CPCN:– PSCW requires at least one alternate site– Submit one request to ATC for each of the sites

you intend to submit to the PSCW– ATC will determine if more than one study is

required– Key issue: electrical equivalence for each part

of analysis

Page 68: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Helpful Hints

• Customers can request study criteria, methodology and base cases– Allows customer to use a consultant to pre-

screen sites– Provides a common basis to understand the

analysis ATC performs– Base cases will not include generation requests

in the queue – customer will need to determine what to include from publicly available info

Page 69: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Final Comments

• Desire feedback from the customer on the study process. ATC wants to know:– What worked and what didn’t– What information was hard to find– What could have been done differently– What information was not clearly

communicated– Anything else you think we need to know

Page 70: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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The Regulatory and Siting Processes

Pete Holtz Manager - Siting

Page 71: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Interaction With Wisconsin State Agencies

• CPCN required for power plants >100 mw and for associated transmission lines

• Generation and transmission components should be filed as a single joint application

• WDNR must issue construction and operating permits

• WDNR air emissions permits required prior to CPCN

Page 72: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Project Approval Process

• DNR Engineering Plan – 60 days prior to CPCN application

• Public Information Meetings – 30-60 days prior to CPCN application

• PSCW Completeness determination – 30 days

• Deadline on order issuance – 180 days from completeness determination

Page 73: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Regulatory Summary

• Contact the PSCW and WDNR and ATC early in a project’s siting process

• Establish relationship with agencies and with ATC

• Learn how the project approval process works

• ATC goal is to work with you to meet regulatory requirements of the project

Page 74: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Goal of Siting Process

• Connect Point A with Point B

• Weigh multiple factors

• Balance the Technical with the Feasible

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Siting Realities

• Takes more time and are more difficult• Difficult to obtain 100% acceptance• Changing public attitudes• Desire for more control and choices• Media coverage• Easy to organize and obtain information• Political responsiveness

»

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Success Includes Recognition

• Each Project is unique

• Involve of local officials early in the process

• Involve public in the process in a structured manner

• Continuous communication to all parties

• Need for flexibility

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Siting - Coordination

• Internal: Real Estate, Engineering, Environmental, Planning, Construction, Communications and Regulatory areas

• External: Public, Government Officials (at all levels), Media, Key Organizations and other identified Stakeholders

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Public Involvement

• Purpose is to provide information, obtain information, respond to concerns and listen

• Proactive• Early in the project timeline – prior to

formal filings• Involve Public, Government Officials at all

levels, key stakeholders, regulators• Many ways to be involved in the planning

process

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Transmission Service Requests (TSRs)

Dale Burmester Manager Transmission Services

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Transmission Service Requests (TSRs)

• TSR is required before you can “move” any MWs• All TSRs are made via the OASIS• ATC OASIS node is located at:

oasis.maininc.org/OASIS/ATC• TradeWave certificate is required to make requests

and query offerings, but not to view information• Mid-America Interconnected Network (MAIN)

operates the OASIS node, calculates transfer capability and posts ATC/TTC and offerings

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TSR Tips and Helpful Hints

• Point-to-point Transmission Service (PTS) is used to move power off the ATC transmission system

• Network Transmission Service (NTS) is used to move power to ATC network customer load– NTS must be requested by the network customer– To prevent “hoarding”, there are special rules for NTS

• ATC OASIS Business Practices & Policies:oasis.maininc.org/documents/ATC/practices.html– Converting POD (also POR, source, and /or sink)– Rollover rights

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TSR Expectations

• Requests beyond 13 month posting horizon: 60 days or longer for “System Impact Study” and/or “Facility Study”– Special evaluation is required, since there are no MAIN

studies available– At this time, typical study completion dates are projected

to be within 60 days.• This can and will change if/when the queue gets larger

– TSR study process begins after Generator Interconnection Study is complete

• “Optional” upgrades from GIS will likely become required to grant the TSR

– All TSRs need to be processed in queue order

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Recent MISO/RTO Developments

Teresa Mogensen Director of Transmission Planning and Service

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Acronyms

• MISO: Midwest Independent System Operator

• ARTO: Alliance Regional Transmission Organization

• IRCA: Inter RTO Coordination Agreement

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Midwestern RTO Territories

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IRCA History

• FERC goal for RTO development was to minimize border issues and ultimately create a seamless market

• Illinois companies petitioned FERC to leave MISO and join ARTO

• With Illinois companies’ departure, resultant Midwestern RTO territories are less than cohesive

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IRCA History

• Settlement negotiations between MISO and ARTO were ordered by FERC to address seams issues and ongoing relationships

• Goal was to develop a “super region” such that the two RTOs would look like one to market participants

– RTOs decided to work toward common rate and procedures

• Result was Inter RTO Coordination Agreement between MISO and ARTO

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IRCA

• 22 issue areas are to be addressed

• Plans to address each area must be negotiated between MISO and ARTO and submitted to FERC for approval

• Teams of MISO representatives, MISO TO representatives and Alliance representatives are working on each area

• Most of the resulting processes must be up and running by end of 2001

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Joint Generation Interconnection Agreement

• IRCA Article 9 mandates development of a “common” interconnection agreement and procedures

• Developing interpretation of “common” is “same base principles” rather than “identical”

• Allows for differences in business and ownership structures between ARTO and MISO

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Existing IAs vs. New Ones

• If generator had a recently negotiated agreement with an independent transmission company (i.e. ATC) we are working towards being able to “grandfather” the agreement with ARTO/MISO– Plus execute a “bridge agreement” to recognize ISO

operating authority

• If generator does not have such an agreement reflecting “today’s world”, a new one will need to be negotiated

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Common IA Development –Key Dates

• Updated draft to be issued June 1

• Joint MISO/ARTO Stakeholder meeting in Chicago June 7 thru June 8

• Final version to be issued June 29

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Opportunities for Input

• Watch web sites for announcements of ISO stakeholder meetings or comment opportunities:– http://www.midwestiso.com/– http://www.atcllc.com/– http://www.alliancerto.com

• Provide your input to ATC or RTO staffs

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Generation Interconnection – Operating Issues

Don Morrow

Director of System Operations

Page 94: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Operating Issues

• Redispatch

• Emergencies

• Data Collection and Communications

• Metering

• Operational Control

• Maintenance Scheduling Process

• Blackstart

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Redispatch

• What is Redispatch? Generation that needs to be adjusted to

ensure the reliable operation of the transmission system.

• ATC will redispatch to preserve Network Transmission Service (Attachment K to ATC’s OATT)

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Redispatch - cont

• Section 3.6a of GTIA establishes the right of ATC to call on a Generator for Redispatch to maintain Network Security

• Section 3.6b of GTIA establishes compensation as the incremental cost incurred to perform the redispatch

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Emergencies

• Imminent threat to life or significant threat to health, property or the environment

• ATC has right to reduce output or curtail under an emergency

• Generator has right to operate inter-connection facilities under an emergency

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Data Collection

• Important for the safe and reliable operation of the Transmission System

• Instantaneous MW, MVAR, voltage and current

• Device status such as breakers, MOD, etc.

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Data - cont

• Generator responsible for the collection and dissemination to the ATC

• GTIA allows for this to come from Distributed Control Area Operator

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Communications

• Generator to provide:

Voice communications with ATC system operators

RTU and data communications of mutually acceptable bandwidth to collect the data from the field

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Communications - Cont

• Data may be distributed to ATC by ICCP or other industry standard protocol

• Completed before operation of Generator

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Metering

• Generator owns, operates, tests and maintains Revenue Quality Metering System

• Bi-directional Real and Reactive Power

• ATC has rights to request meter tests

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Operational Control

____ Interconnection Facilities (new facilities necessary to interconnect generation)____ Required Upgrades (breakers, system protection and control) resulting from short circuit and stability studies____ Subset of Required Upgrades – line addition due to stability____ Optional Upgrades (thermal and associated upgrade)____ Existing Facilities 

Line 3

Line 4 Line 5

Line 1Line 2

 

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Operational Control - Cont

• ATC needs to have operational control over switch regardless of ownership

• Concern is something connecting to system without ATC being aware of it

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Operational Control - Cont

• Generator needs to communicate anyway to ensure protection of its equipment

• ATC needs to agree to opening and closing the switch

• How to ensure? ATC operate? Tag in ATC name? Discuss

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Maintenance Process

• Mutually agreeable maintenance scheduling

• Party doing schedule to use good faith to find a mutually acceptable time period

• ATC concern is transmission system reliability

Page 107: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Maintenance - Cont

• Generator to give a rolling 24 month outlook for planned outages

• ATC has one month to review and work out alternatives w/ generator if necessary

• Applies to units10 MWs or greater and interconnection facilities

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Maintenance - Cont

• Changes allowed if mutually agreed

• Finalization of maintenance schedules is by mutual agreement.

• If can’t be agreed upon, ATC has right to set schedule if it feels reliability is in jeopardy. ADR is backstop.

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Black Start

• No requirement for black start in GTIA

• Essentially a Network Resource issue since Black Start Capability is addressed in the Network Operating Agreement

• ATC needs to ensure sufficient capability to restart the grid.

Page 110: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin
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Generation Interconnection ATC Engineering Role

Ken Copp

Director of Engineering

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ATC Engineering

• Output of Planning Study Phase:– Identifies what has to be built to Interconnect – Concept for Design with Cost Estimate– Project Manager assigned to follow project

• Engineering Phase: – Kicks off Interconnection Agreement Process – Starts Preliminary Engineering Process

• Starts Design Summary Document (part of IA)

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Design Summary Document, DSD

• The DSD is a Scope Summary Document Describing the Facilities to be Built for Interconnection i.e. :

– One Line(s) Station and Line– T-line route(s) and type of construction – Stations location and layout

Page 114: 1 American Transmission Company LLC The Energy Access Company Generation Customer Meeting May 18, 2001 ATC Headquarters Waukesha, Wisconsin

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Typical Interconnecting Facilities

X SUB C

relay 

SUBB

relay

SUBA 

SUBD

X

Stability

? Miles

____ Interconnection Facilities (new facilities necessary to interconnect generation)____ Required Upgrades (breakers, system protection and control) resulting from short circuit and stability studies____ Subset of Required Upgrades – line addition due to stability____ Optional Upgrades (thermal and associated upgrade)____ Existing Facilities

 

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Design Summary Document, DSD

• All Facilities should Comply with ATC Design Standards Criteria for:

– Stations : bus arrangement, equipment ratings, etc.

– T-Lines : easements, structures, conductors– Protection Schemes : Preferred primary and

secondary relay packages and communication schemes

– (**ATC Design Standard Criteria soon to be available via net )

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DSD and Design Basis Manual, DBM

• DSD –Design Summary Document– High level scope used in IA – Based on ATC Standards Criteria

• DBM – Design Basis Manual

– Sufficient Design Detail and Specific Requirements to allow Turn Key Contract for Interconnecting Facilities

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Design Basis Manual, DBM (follow up to DSD)

• DBM – Design Basis Manual –(Includes)– Administrative Procedures– Engineering Studies, Design Calculations– Equipment Quantities, Ratings & Specifications– Quality and Safety Plan– Project Administration– Testing and Commissioning– Final Acceptance

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Other Interconnection Engineering Activities for

ATC & Customer

• Inform Government Interfaces• Assist in route alternative selection • Notify Property owners• Hold Information meetings• Preparation of Engineering Plan (DNR)• Ag Impact Statement• Prepare CPCN (PSCW)• Prepare EA or EIS• Real Estate Activities•

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QUESTIONS ?

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Wrap-Up and Closing

Teresa Mogensen Director of Transmission Planning and Service