proprietary information. do not copy or distribute without permission from transerv - © transerv...

Proprietary Information. Do not copy or distribute without permission from TranServ - © TranServ International, Inc.

INDEPENDENT, INNOVATIVE, RELIABLE TRANSMISSION MANAGEMENT SERVICES

Welcome

TranServ International

Overview

Kevin BurnsStakeholder Workshop

July 18, 2006


Introduction and Overview

Agenda

Welcome & TranServ Overview – Kevin Burns, President, TranServ International

Stakeholder Process Overview – Paul Sorenson, Director,TranServ International

MidAmerican Perspectives on TSC & Continuation of TP Role –MidAmerican Energy Representatives

Planning Process – Jagjit Singh, Director, TranServ International Tariff Administration – Paul Sorenson, Director, TranServ International Verification Plan for TranServ’s Readiness for Cutover – Darrel

Gunst, Manager Transmission Services, MidAmerican Energy Q & A Adjourn at 5:00 PM


Mission

TranServ International’s mission is to provide Innovative, High Quality, Reliable, Competitively Priced Transmission Management services to the energy industry

While demonstrating:• Independence• Flexibility• Transparency• Cost Efficiency


Corporate Structure

TranServ International is a for profit Independent Corporation

TranServ International is not affiliated with any Market Participant or Transmission Provider

TranServ International has been structured to meet the criteria for independence under MidAmerican’s OATT Attachment K

TranServ International has a highly qualified team and will also draw upon contractual relationships with expert organizations to provide highly efficient, cost-effective, quality service with low overhead


Initial Organization


Role of TranServ as the TSC

TranServ will administer certain elements of MidAmerican Energy's OATT as specified in Attachment K of the MidAmerican Energy tariff, namely:• Calculate TTC and ATC for flowgates and interfaces not otherwise

determined by Midwest ISO• Grant/deny transmission service requests• Approve/deny NERC E-Tags• Receive/process all generator interconnection requests• Manage the generator interconnection queue (transmission

service queue is currently managed through OASIS -- this will not change)

• Perform transmission/generator interconnection feasibility and system impact studies, and

• Participate in MAPP regional coordination and planning processes.


Role of TranServ as the TSC, cont. TranServ will also perform audits as required by Commission

Orders MidAmerican will remain the Transmission Provider under its

OATT TranServ will not operate the MidAmerican Transmission

System TranServ will not perform any reliability functions or services for

MidAmerican TranServ will not assume responsibility for any of the

transmission and reliability functions that Midwest ISO currently performs on a regional basis for those members of MAPP that are not transmission owning members of Midwest ISO pursuant to a contractual arrangement between MAPP and Midwest ISO


Changes for Transmission Customers?

MidAmerican Transmission Customers will continue to submit OASIS Requests and Complete E-Tags just as they do today• MEC is still the transmission provider• Midwest ISO is still the reliability coordinator• No changes related to OASIS access

You will change who you call in the case of questions regarding Transmission Service Reservations, E-Tags, and Planning Studies: TranServ instead of MidAmerican• TranServ Support for operational questions

You will find certain information related to TranServ business operations on the TranServ website or on OASIS• www.transervinternational.com or select the links on the MEC OASIS

http://www.transervinternational.com/


Changes for Transmission Customers? You will experience a higher level of automation for

OASIS Request Evaluation and E-Tag Validation• Processes similar to MAPP MMTA • Consistency in processing time and rules for approval• Decreased need for discretion by TranServ staff

You will interact with TranServ staff for System Impact and Generation Interconnection Studies• Study agreements will be executed with TranServ

You will see TranServ staff in addition to MidAmerican staff participating Regional Planning Meetings• TranServ staff will facilitate ad hoc study groups


TranServ Value Added Will bring transparency to the administration of MidAmerican

tariff Enhances market confidence in conduct of all activities in a

comparable and non-discriminatory manner Will be independent from all Market Participants/Customers Will align business practices with emerging industry

standards Will facilitate coordination on seams and other related issues Expertise in automation will introduce new standards for cost-

effectiveness, consistency in screening and non-discriminatory treatment, reconciliation of all schedules against reservations, transparency, and customer service


TSC Transition Schedule

And when does this happen?• 10:00 a.m., Wednesday, August 30, 2006


Questions General Discussion

• Questions• Comments


Stakeholder Process Overview

Paul R. SorensonStakeholder Workshop

July 18, 2006




Purpose• The TSC shall establish a stakeholder process to solicit the

views of Market Participants (including the Transmission Provider’s wholesale merchant function) regarding the functions performed by the TSC. The TSC shall, in consultation with the Transmission Provider and Market Participants, develop and post on the Transmission Provider’s OASIS, procedures pursuant to which the Transmission Provider, and interested Market Participants may meet with representatives of the TSC to discuss, among other things, the TSC’s performance of the functions and the division of responsibilities and duties as set forth in MidAmerican’s OATT Attachment K.



The Process• TranServ’s Process for Conducting the TSC

Stakeholder Process will be Posted on OASIS• Expect this to be an evolutionary process• Customer Driven• Open and Inclusive• Responsive



The Process• Open Forum for Addressing:– Common Concerns and Issues– Business Process Issues– Operational Improvements– Industry Initiatives– Regulatory Changes

• MAPP RTC Planning Forum recognized as the Stakeholder Forum/Process for Planning Activities

• Will not duplicate or substitute for activities of the Iowa Transmission Working Group, MAPP Planning Committee, etc.


Stakeholder Process Organization

Participation• Stakeholders– Any Eligible Customers under the MidAmerican OATT,

their designated agents, or regulatory representatives–May participate in any/all activities of the Stakeholder

Process• Stakeholders At-Large– Active Stakeholders participating in the Stakeholder

Process– Direct the Activities, Deliberations and Recommendations

of the Stakeholder Process



Participation• Ad hoc Stakeholder Working Groups–May be formed or dissolved by the Stakeholders At-Large– Assigned to address a specific issue(s) arising out of the

Stakeholder Process–May have appointed members– No restriction on any Stakeholder’s participation

• Standing Municipal Stakeholder Working Group–Municipal LSEs on the MidAmerican Transmission System



Participation• Stakeholder At-Large Meetings– Scheduled semi-annually, or– “As needed”, at the request of Stakeholders, the

Transmission Provider, or the TSC• Stakeholder Working Group Meetings– “As needed”, at the request of the Working Group


Stakeholder Process Communication

MidAmerican OASIS Home Page• Stakeholder Meeting Information– Date, time and location– Agenda and Meeting Materials–Minutes

• Stakeholder Recommendations– Posting of recommendation and request for comments– Posted comments and response– Notification of final resolution/action



Communication Services• TranServ Stakeholder Contact List

– All designated Service Agreement contacts– Individuals on request– Notification list for all Stakeholder Announcements

• Stakeholder Forum– Self-subscription e-mail list server– [email protected]

• TranServ Contact– [email protected]

• Support Contact– [email protected]



Stakeholder Meeting Notifications• Notification and call for agenda items• Final agenda and meeting materials• Posting of draft minutes and call for comments

Customer Meetings• Individual Customer Meetings with TranServ as TSC

will be posted


Stakeholder Process Recommendations

Recommendations for new/changes to:• Business Guidelines – TranServ as TSC• Business Practices – MidAmerican as TP

Initiated through Stakeholder Process by any party

Recommendations developed through the Stakeholder Process


Stakeholder Process Recommendations

Final Recommendations• Posted for Stakeholder comment for minimum of 30 calendar

days• All comments received to be reviewed and final disposition

posted for notice• If recommendation adopted (as-is or subject to modification),

notification of change to Business Guideline/Practice posted with minimum of 10 business days prior to implementation

• Emergency actions or operational concerns may override notification guidelines – all such actions subject to subsequent Stakeholder review and modification


Questions

General Discussion• Questions• Comments



MidAmerican Energy

Continuing Roles

Darrel GunstStakeholder Workshop

July 18, 2006


MidAmerican Energy Perspectives & Roles

MidAmerican Energy Continuing Roles • NERC Transmission Provider– Transmission Provider and Billing – Darrel Gunst, Manager

Transmission Services, MidAmerican Energy• Transmission Planner– Planning for Reliability - Tom Mielnik, Manager Electric System

Planning, MidAmerican Energy• Transmission Operator & Balancing Authority– Facility operations and legacy control area responsibilities –

Larry VanWyhe, Supervisor Transmission Operations, MidAmerican Energy


Questions



Transmission Planning

Jagjit Singh, Ph.DStakeholder Workshop

July 18, 2006



Transmission Planning

Mission Approach Customer Service Coordination with MidAmerican Energy Regional Participation Planning Criteria Contractors OASIS Posting and Process


Mission of Planning Team

Participate in the Regional Planning Process Keep open dialogue through Stakeholder Process Manage generator interconnection queue Manage/Perform System Impact Studies (SIS) and

Generator Interconnection Studies (GIS) Provide Independence and Oversight for Base Model

Development, TTC calculation and Facility Studies Keep overall cost low


Approach

Keep the process simple and a close to what it is today and provide more transparency

Protocols and Criteria Documents will be posted for comments

Qualified Contractors for performing SIS/GIS• Siemens PTI• Excel Engineering


Customer Service

• Phone/e-mail – 763-205-7099– [email protected]

SIS and GIS Checklists posted Queue Management Automated Issues logging and follow ups


Planning Process

Participate in Regional Planning Activities• Base Model Validations• Manage Planning Studies

Potential Contractors to Perform Studies• Excel Engineering• Siemens PTI• Utility System Efficiencies, Inc. (USE)


Study Coordination

Ad hoc Study Groups Approval of Design Review Subcommittee

(DRS) Review Facilities Studies Process Formalize the Model Validation Process


Planning Criteria

Following Criteria will be posted• TSR Processing• System Impact Study• Generator Interconnection Study• Stakeholder Process and Procedures

Stakeholders to comment on posted Documents


Regional Participation

Participate in MAPP and Midwest ISO Committees – Including Seams Related Groups

Review Current Reports, Meeting Minutes, Processes, and Procedures

MAPP Planning Process and TranServ Stakeholder Process

OASIS Posting of Stakeholder Information (Question/Answers)


Committee Role

Keep up with the Regional Planning Issues Report on any changes to Base Model and

Studies SIS/GIS DRS Approval


OASIS Postings

Criteria Documents along with Comments SIS and GIS Check-list Interconnection Queue

• Status and link to Studies


Questions



Tariff Administration & Scheduling

Paul R. SorensonStakeholder Workshop

July 18, 2006



Customer Relations and Support

Our Mission• Provide Quality Service & Timely Support on a 24x7x365 Basis

Customer Support Services• TranServ Help Desk – First point of contact for any Customer for

transmission service related or technical support questions• Nondiscriminatory assistance with regard to transmission services

administered by TranServ• Technical Issues

– Initial call screening by TranServ Operations– Automatic escalation to OATI Help Desk

• Business Issues– Initial call screening by TranServ Operations– Automatic escalation to TranServ Management


Customer Relations and Support

Contact Information• TranServ Help Desk– (763)-205-7099– [email protected]

• Stakeholder Forum– [email protected]

• TranServ Management–[email protected]



Our Mission• Provide independence from all Market Participants• Bring transparency to transmission markets• Conduct all activities in a fair and comparable manner

Tariff Administration & Scheduling Services• OASIS Maintenance and Content Management• ATC Calculations and ATC/AFC Evaluation• Transmission Service Request Evaluation and Queue

Management• Tagging and Scheduling



Open Stakeholder Process• Key to establishing credibility• Enhance transparency of transmission services • Align business processes with emerging Industry

Standards• Active participation in Industry Standards process

Automation• Key to establishing cost-effectiveness• Consistent screening and non-discriminatory treatment

of each transmission service request• Consistent screening and non-discriminatory treatment

of each schedule (tag) request• Reconciliation of all schedules against reservations


Tariff Administration

Transmission Service Agreements• Managed directly with MidAmerican

– Service Agreement forms accessible from MEC OASIS home page– Procedures posted on MEC OASIS home page– Service deposits

Transmission Billing• Managed directly with MidAmerican

Transmission Service Requests• Managed directly with TranServ via OASIS


Tariff Administration Transmission Service Request Evaluation

• Transparent process conducted on OASIS in adherence to MidAmerican’s tariff and approved business practices

• Criteria subject to Open Stakeholder Process • Uniform screening process for initiating transmission studies• Administration of:

– Renewal/roll-over rights– Redirection of service– Displacement of lower priority requests

• Automated decision support:– ATC/AFC validation– Service Timing (lead time, duration, etc.)– Price validation and discounting– Approve/Deny

• Manual intervention as required


Tariff Administration

Transmission Service Queue Transition• Effective 10 am CDT on August 30, 2006• All approve/deny actions taken by TranServ

Transmission Service Request Changes• No immediate changes• Network Service arrangements on OASIS (DNRs, etc.)


Scheduling

Tagging & Scheduling• TSC functions in role of Transmission Provider• MidAmerican retains its role as Control Area

(Balancing Authority)• Automated decision support:– Reconciliation of tagged transactions with service

reservations– Verification of designated resources serving network

load(s)– Validation of contract path adjacency– Approve/deny

• Manual intervention as required


Scheduling

Tagging & Scheduling Transition• Effective 10 am CDT on August 30, 2006• All TP approve/deny actions taken by TranServ

Tagging & Scheduling Changes• Encourage use of 7-FN vs. 7-F product codes• Conversion to OASIS assigned identifiers– Grandfathered Agreements– Designated Network Resources


OASIS Modifications

OASIS Content• MEC OASIS Home Page

– Pro Forma Agreements and Forms– Business Practices, Processes and Procedures– Stakeholder Information– Standards of Conduct– Transmission and Interconnection Study Queues

• Additional Postings of Interest–MEC Contract Path ATCs– Critical Transmission Facility Outages– TLR Notices– Tag Curtailment and TSR Usage


OASIS Modifications

OASIS Operations• Redirect on Non-Firm Basis• Resale and Transfer Process• Network Service Applications• Displacement and Right-Of-First-Refusal Process• OATT Reform NOPR


Questions




TSC Readiness Verification & Cutover

Darrel GunstStakeholder Workshop

July 18, 2006


TSC Readiness & Cutover

Verification Plan for TranServ’s Readiness for Cutover • Readiness Criteria Validation• TranServ Shadowing MidAmerican (August)• MidAmerican to Certify TranServ Readiness with FERC

Filing Cutover of TSC Functions 10 A.M., Wednesday,

August 30, 2006• Daily afternoon conference call-ins: Monday, August 28

through Friday, September 1, 2006


Questions General Discussion

• Questions• Comments

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