OASIS Business Practices
Revised 05/08/08 - Updated Business Practice #1 Planned Changes in Business Practices, Added Introduction to Duke Energy Carolinas OASIS Business Practice Conversion from HTML to Word Format.
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13. Schedule Changes |
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18. Forms |
19. OASIS Help Desk |
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25. Unreserved Use |
26. Requesting Initial Network Integration Transmission Service |
28. Criteria for DNR |
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33. Energy Imbalance |
This section of the Business Practices shall be used to provide public notice of planned changes to business practices. Typically, these changes will be posted at least two weeks in advance of a change, which will provide customers a chance to prepare for the change and to provide feedback to Duke Energy Carolinas if they have questions or concerns about the changes. All feedback should be directed to the Independent Entity at (651) 632-8708 or email at dukncie-ta@midwestiso.org. Customers who wish to receive notification of changes may sign up for Supplemental Electronic Communication.
Upon receiving FERC acceptance of Duke Energy Carolinas' Tariff Attachment N, Business Practice 6 will be changed as follows :
Rollover Rights (Reservation Priority): Existing firm service customers (wholesale requirements and transmission-only, with a contract term of five years or more), have the right to continue to take transmission service when the contract expires, rolls over or is renewed. Any existing long-term customer that wishes to exercise its rollover rights (under Section 2.2 of the Duke Energy Carolinas Tariff) must make an application for its new service term by submitting a pre-confirmed renewal request (REQUEST_TYPE = RENEWAL) no less than one year (1 year) sixty days (60 days) prior to the date the existing long-term contract ends and the new service term commences. The customer must recognize that Rollover Rights apply only to the POR, POD and MW capacity of the existing long-term contract. The pricing component of the new contract must be agreed to at the time of the customer rollover request. Service agreements with rollover rights which were in entered into prior to the date of acceptance of Duke Energy Carolinas' Attachment N, unless terminated, will become subject to the five year/one year requirement on the first rollover date after the date of acceptance of Attachment N.
Duke Energy Carolinas OASIS Business Practice Conversion from HTML to Word Format
As of 0900 EDT 5/19/2008, Duke Energy Carolinas Business Practices will migrate from HTML to Word format. The attached document is the HTML version organized more efficiently but converted to Word, and DOES NOT change the substance or any Business Practice. The migration to the new format will allow use of track changes for versioning as well as allowing us to group Business Practices by categories and hopefully improve it organizationally.
The new format includes a reference to each current Business Practice in the HTML format and is marked (formally know as Business Practice ##). This reference will be present in the Business Practices for a term of 3 months; allowing ample time to get familiar with the new format. See the link below for the newly formatted Business Practices.
As of 0900 EDT 07/11/2007, the revised Duke Energy Carolinas Business Practices for FERC Order No. 890 compliance take effect. A redline version of the Business Practices is available by clicking on the link below:
890 Business Practices-Redline
The first implementation of Business Practice 5.E, release of unscheduled firm, will take place at 1000, July 11, 2007 for the day July 12, 2007.
Please contact the Independent Entity at 651-632-8708 or dukncie-ta@midwestiso.org. for any questions, comments or issues.
Duke Energy Carolinas hereby incorporates by reference the following standards promulgated by the Wholesale Electric Quadrant (WEQ) of the North American Energy Standards Board (NAESB):
Business Practices for Open Access Same-Time Information Systems (OASIS) (WEQ-001, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Standards 001-0.2 through 001-0.8, 001-2.0 through 001-9.6.2, 001-9.8 through 001-10.8.6, and Examples 001-8.3-A, 001-9.2-A, 001-10.2-A, 001-9.3-A, 001-10.3-A, 001-9.4.1-A, 001-10.4.1-A, 001-9.4.2-A, 001-10.4.2-A, 001-9.5-A, 001-10.5-A, 001-9.5.1-A, and 001-10.5.1-A;
Business Practices for Open Access Same-Time Information Systems (OASIS) Standards & Communication Protocols (WEQ-002, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Standards 002-1 through 002-5.10;
Open Access Same-Time Information Systems (OASIS) Data Dictionary (WEQ-003, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Standard 003-0;
Coordinate Interchange (WEQ-004, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Purpose, Applicability, and Standards 004-0 through 004-13, and 004-A through 004-D;
Area Control Error (ACE) Equation Special Cases Standards (WEQ-005, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Purpose, Applicability, and Standards 005-0 through 005-3.1.3, and 005-A;
Manual Time Error Correction (WEQ-006, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Purpose, Applicability, and Standards 006-0 through 006-12; and
Inadvertent Interchange Payback (WEQ-007, Version 000, January 15, 2005, with minor corrections applied on March 25, 2005, and additional numbering added October 3, 2005) including Purpose, Applicability, and Standards 007-0 through 007-2, and 007-A.
The NAESB WEQ Business Practice Standards may be accessed from the NAESB web site: http://www.naesb.org/
Since it is impossible to guarantee delivery with electronic communications, users of this service must understand that this communication is a supplement to the primary means of notification
, which is communication via OASIS. Users may select one or more of the pages from the list and may choose to receive email or FAX communication.Click here to register for the service or go to the following web address: http://mdenote1.duke-energy.com/ET/OASIScomm.nsf/regchoice
If you have questions about this service or if you encounter problems, please contact Alan Pritchard.
All times are Eastern Prevailing Time (EPT) unless otherwise noted.
Transmission Customers may leave the POD and POR fields blank. If blank, POD and POR will be interpreted from the PATH_NAME.
Customers of Duke Energy Carolinas must make a non-zero entry in the Bid Price field of ORIGINAL, Firm REDIRECT, RENEWAL or MATCHING transmission service requests. If the field is blank or zero for one of these request types, Duke Energy Carolinas will decline the request. Bid price on all Network OASIS requests should be $0.00, since Network Service Customers are billed as prescribed in section 34 of the Tariff.
If a Profile is submitted, its time segments must equal the request's SERVICE_INCREMENT. For example, a profile of a weekly request using daily segments is invalid.
Duke Energy Carolinas’ Non-Firm ATC calculations
prior to 10:00
a.m. day-ahead will be decremented to make allowances
for all confirmed Firm reservations (NF
ATC = TTC - TRM - CBM - Firm Network Reservations - Firm PTP
Reservations - Non-Firm Reservations).
At 10:00 day-ahead
Non-Firm ATC will change; Non-Firm ATC will be decremented to make
allowances for Duke-approved Firm tags instead of all confirmed
Firm reservations (NF ATC = TTC -
TRM - Duke-approved Firm Tags -
Non-Firm Reservations).
Duke Energy Carolinas'
Firm ATC calculations will continue to be: F ATC
= TTC - TRM - CBM - Firm Network Reservations - Firm PTP
Reservations.
Daily sliding requests, including Daily Firm redirect requests, will be accepted for 24-hour periods starting at 23:00 or 01:00.
Redirects on a Non-Firm Basis (Non-Firm Secondary requests) will be administered with the following business practices;
Holders of Firm Transmission reservations must submit Hourly NF Secondary Redirect requests on OASIS prior to submitting tags. The entry for hourly Non-Firm PTP in the Transmission Reservation Submittal Timing Table and the Transmission Reservation Response Timing Guidelines Table will be applied to Hourly Non-Firm Secondary requests.
Customers shall have the right to request the release of unscheduled capacity associated with a confirmed Hourly NF Secondary reservation and reinstate that capacity to the Parent (Firm) Reservation.
The Customer shall submit a request to release with a request type of RELEASE.
RELEASE requests shall be submitted pre-confirmed.
The RELEASE request shall have the same TS_CLASS, TS_TYPE, TS_PERIOD, TS_WINDOW and SERVICE_INCREMENT values as the Redirect on a Non-Firm basis reservation being released.
The CAPACITY_REQUESTED shall be the value(s) desired to be released from the Redirect on a Non-Firm basis reservation and added back to Capacity Available to Redirect on the Firm Parent Reservation.
The RELEASE request shall be bound by the start/stop times of the Firm Parent Reservation.
RELEASE requests may not be requested for past hours and must be within the bounds of the Redirect on a Non-Firm basis start/stop times.
Duke Energy Carolinas shall have the right to REFUSE the RELEASE request if the capacity requested for release is not available for the duration of the RELEASE request.
The Customer shall be allowed to request a RELEASE even if the transmission scheduling rights on the Redirect on a Non-Firm basis have been limited due to outages or other reliability-related events. The Customer shall ensure adjustment of the schedule/e-Tag’s transmission allocation prior to submitting the RELEASE request.
The Customer’s rights on the Redirect on a Non-Firm basis and on the Firm Parent Reservation shall remain unaffected by the RELEASE during Duke Energy Carolinas' evaluation of the RELEASE request.
Upon confirmation of the RELEASE request, the Capacity Available to Redirect on the Firm Parent Reservation shall be increased by the amount released and for the time period of the RELEASE request.
Upon confirmation of the RELEASE request, the capacity available on the Redirect on a Non-firm basis shall be decreased by the amount released and for the time period of the RELEASE request.
RESALE requests will be administered with the following business practices (which are in accord with a NAESB Business Practice which has been approved by the WEQ EC) :
The parent of a Resale must be a confirmed firm reservation.
The confirmation of a Resale shall convey the rights to schedule Point-To-Point Transmission Service from the Reseller to the Assignee, but shall also convey any outstanding conditions that may exist on the Parent Reservation (such as conditional approval pursuant to Section 13.2(ii) of the Tariff).
A Resale shall retain all the same transmission service attributes, transmission service priority, and points of delivery and receipt of the Parent Reservation. For example, if one hour of a Monthly Firm reservation is Resold, the Resale reservation shall be a Monthly Firm Resale reservation lasting one hour. The transmission service attributes, transmission service priority and points of delivery and receipt on a RESALE request must be the same as on the parent reservation or it shall be deemed INVALID.
Service arranged through a Redirect on a non-firm basis (i.e., Non-Firm secondary service) cannot be resold.
A Resale must be in whole MWs and equal to or less than the Granted Capacity of the Parent Reservation, less any reductions (e.g. confirmed Redirects, previous Resales, curtailments, or implemented schedules) to the capacity available for scheduling of that Parent Reservation.
A Resale must be in whole hours, beginning at the top of the hour, and within the start and stop time of the Parent Reservation.
All resales must include the price of the Resale. Price units shall always be $/MW-Hour reserved (e.g., if the price is stated as $3.50 for a 50 MW reservation that lasts one day, the basic bill for the reservation will be 50 MW x 24 hours x $3.50 / MWh reserved = $4200).
The Assignee (Resale customer) must execute a Transmission Service Agreement (TSA) with the Transmission Provider that will govern the provision of reassigned service no later than twenty-four hours prior to the scheduling deadline applicable for the commencement of the reassigned service. If the service agreement is not executed on time, the RESALE will be ANNULLED (or RETRACTED if not yet CONFIRMED), all tags using the RESALE will be curtailed, and rights will revert to the parent reservation. The required TSA will be available for download from the Duke Energy Carolinas' OASIS at http://www.ferc.duke-energy.com/duke_power/Resale.doc. The Transmission Customer shall download the TSA, print a copy, execute a copy, scan the executed copy and email it to the email address listed in the TSA. It is the sole responsibility of the Assignee to comport with the FERC requirement that a TSA be executed prior to the start of the transaction.
The Assignee shall have the right to Redirect firm rights acquired through a Resale. Any such request shall be submitted on OASIS and will be queued and evaluated in the same manner as any other Redirect.
The Assignee shall have the right to resell rights acquired through a Resale.
Rollover rights are never transferred to a Resale.
In the event that a higher priority, competing transmission service request must displace all or a portion of a confirmed lower priority reservation, any Resales that reference the displaced reservation as their Parent shall be nullified. Once the conditional window on the Parent Reservation has closed, Resales for firm service are not subject to displacement.
For Short-term Firm requests that are otherwise equal, preconfirmed requests will be given priority over requests that are not preconfirmed.
For Non-firm requests that are otherwise equal, preconfirmed requests will be given priority over requests that are not preconfirmed.
All TSR's with a POD=DUK must be Network. Point-to-Point requests may not use DUK as the POD.
Rollover Rights (Reservation Priority): Any existing long-term customer that wishes to exercise its rollover rights (under Section 2.2 of the Duke Energy Carolinas Tariff) must make an application for its new service term by submitting a pre-confirmed RENEWAL request (REQUEST_TYPE = RENEWAL) no less than sixty days (60 days) prior to the date the existing long-term contract ends and the new service term commences. The customer must recognize that Rollover Rights apply only to the POR, POD and MW capacity of the existing long-term contract. The pricing component of the new contract must be agreed to at the time of the customer rollover request. Go to top
Ancillary Services: Unless special provisions exist in a transmission customer's service agreement, transmission customers will automatically be billed for Schedule 1 (Scheduling, System Control And Dispatch Service) and Schedule 2 (Reactive Supply And Voltage Control From Generation Or Other Sources Service) based on their transmission service usage. The rates for these services are posted on the Price Summary page. Customers do not have to request the purchase of these two ancillary services on the OASIS. For resales, the charges for Schedule 1 and Schedule 2 are paid by the Reseller and will not be directly billed to the Assignee. Go to top
Transmission Reservation Accuracy: In order to receive transmission service, the transmission reservation must be accurate and complete. Transmission Service Requests sourcing from new generation projects located on the Duke Energy Carolinas system that do not have completed Facilities Studies will be deemed invalid. Go to top
Transmission Reservation Submittal Timing: The timing for submitting reservations is listed in the Transmission Reservation Submittal Timing Table below. Go to top
Class |
Service Increment |
Reservation Should Not |
Reservation Should Not Be |
Non-Firm PTP (including Non-Firm Redirect) |
Hourly |
1200 the day1 prior to service start |
1400 the day prior to service start but requests will be processed later if they can be accommodated. |
| Non-Firm PTP | Daily |
2 days2 prior to service start |
1400 the day prior to service start but requests will be processed later if they can be accommodated. |
| Non-Firm PTP | Weekly |
14 days prior to service start |
1400 the day prior to service start but requests will be processed later if they can be accommodated. |
Non-Firm PTP |
Monthly |
60 days prior to service start |
1400 the day prior to service start but requests will be processed later if they can be accommodated. |
| Non-Designated Network3 | N/A | 9 years prior to service start4,6 |
|
Firm |
Daily |
7 days prior to service start5 |
|
Firm |
Weekly |
4 weeks prior to service start5 |
|
Firm |
Monthly |
6 months prior to service start5 |
|
Firm |
Yearly |
9 years prior to service start6 |
60 days prior to month in which service is to begin or as can be accommodated |
|
Network Short-Term Firm (DNR) |
Hourly |
12 months prior to service start6 | |
|
Network Long Term Firm (DNR) |
Yearly |
9 years prior to service start6 |
60 days prior to month in which service is to begin or as can be accommodated |
Notes for Transmission Reservation Submittal Timing Table: |
1 Non-Firm Hourly and Non-Firm Redirect reservations for Saturdays, Sundays, NERC Holidays and the day following may be submitted after 1200 on the last weekday prior to service start. For example -- if a NERC Holiday occurs on a Monday, Reservations for Saturday, Sunday, Monday and Tuesday will be accommodated after 1200 on Friday. |
| 2 Non-Firm Daily reservations for Saturdays, Sundays, NERC Holidays and the day following may be submitted on the last weekday prior to service start. For example -- if a NERC Holiday occurs on a Monday, Reservations for Saturday, Sunday, Monday and Tuesday will be accommodated on Friday. |
| 3 Also referred to as Non-Firm Network, Network Secondary, or Network Service From Non-Designated Resources or Network Service From Alternate Resources |
| 4 Network Customer should submit tag within 30 minutes of queuing Network Secondary reservation |
|
5Short-Term
Firm Requests
that are queued within 5 minutes of the start of the reservation queuing
window shall be deemed to be submitted simultaneously. Priority will be
given to requests of longer duration first, and then to requests that
are pre-confirmed. The requests will be grouped by
duration
and then the
following procedure will be used to allocate capacity if insufficient
ATC is available to accommodate all requests, starting with the group of
requests with the longest duration: a) If insufficient capacity is available to accommodate all pre-confirmed requests, then all pre-confirmed requests will be counteroffered on a pro-rata basis and all requests that are not pre-confirmed will be Refused. b) If sufficient capacity is available to accommodate all pre-confirmed requests but not enough to accommodate all other requests, then the pre-confirmed requests will be accepted and all other requests will be counteroffered on a pro-rata basis. c) If sufficient capacity is available to accommodate all requests of a given duration, all requests will be accepted and the next-longest duration group will be evaluated in a similar fashion. |
|
6Network
and Yearly Point-to-Point Requests
that are queued within 5 minutes of the start of the reservation queuing
window shall be deemed to be submitted simultaneously. Requests that
are pre-confirmed will be given priority over requests that are not
pre-confirmed.
a) If insufficient capacity is available to accommodate all pre-confirmed requests, then all pre-confirmed requests will be allocated a portion of the available capacity on a pro-rata basis. b) If sufficient capacity is available to accommodate all pre-confirmed requests but not enough to accommodate all other requests, then the pre-confirmed requests will be accepted and all other requests will be allocated a portion of the available capacity on a pro-rata basis. |
Class |
Service Increment |
Time QUEUED Prior To Start |
Provider Evaluation Time Limit1 |
Customer Confirmation Time Limit2 After ACCEPTED Or COUNTEROFFER3 |
Provider Counter Time Limit After REBID4 |
|
Non-Firm PTP (including Non-Firm Redirect) |
Hourly |
<1 hour |
Best effort |
5 minutes |
5 minutes |
|
Non-Firm PTP (including Non-Firm Redirect) |
Hourly |
>1 hour |
30 minutes |
5 minutes |
5 minutes |
|
Non-Firm PTP (including Non-Firm Redirect) |
Hourly |
Day ahead |
30 minutes |
30 minutes |
10 minutes |
Non-Firm PTP |
Daily |
N/A |
30 minutes |
2 hours |
10 minutes |
Non-Firm PTP |
Weekly |
N/A |
4 hours |
24 hours |
4 hours |
Non-Firm PTP |
Monthly |
N/A |
2 days5 |
24 hours |
4 hours |
Non-Designated Network8 |
N/A |
<1 hour |
Best effort |
5 minutes |
5 minutes |
Non-Designated Network8 |
N/A |
>1 hour |
30 minutes |
5 minutes |
5 minutes |
Non-Designated Network8 |
N/A |
Day ahead |
30 minutes |
30 minutes |
10 minutes |
Firm |
Daily |
< 24 hours |
Best effort |
2 hours |
30 minutes |
Firm |
Daily |
N/A |
30 days6 |
24 hours |
4 hours |
Firm |
Weekly |
N/A |
30 days6 |
48 hours |
4 hours |
Firm |
Monthly |
N/A |
30 days6 |
4 days |
4 hours |
Firm |
Yearly |
60 days7 |
30 days |
15 days |
4 hours |
Notes for Transmission Reservation Response Timing Guidelines Table:
1 Consistent with regulations and filed Tariffs, measurement starts at the time the request is QUEUED.
2 Confirmation time limits are not to be interpreted to extend scheduling deadlines or to override preemption deadlines. The time limits for confirmation of transmission service that are established do not extend the 10:00 a.m. deadline for scheduling firm transmission service. Consequently, Duke Energy Carolinas will apply the confirmation time limits established so that the customer's confirmation time limit is the later of (i) 10:00 a.m. of the day prior to the commencement of service or (ii) two hours after the transmission request is first placed in a status of ACCEPTED or COUNTEROFFER. Transmission requests that are not confirmed or withdrawn by the deadline will be placed in RETRACTED status.
3 Measurement starts at the time the request is first moved to either ACCEPTED or COUNTEROFFER. The time limit does not reset on subsequent changes of state.
4 Measurement starts at the time the Transmission Customer changes the state to REBID. The measurement resets each time the request is changed to REBID.
5 Days are defined as calendar days.
6 Subject to expedited time requirements of Section 17.1 of the pro forma Tariff. Transmission Providers should make best efforts to respond within 72 hours, or prior to the scheduling deadline, whichever is earlier, to a request for Daily Firm Service received during period 2 - 30 days ahead of the service start time.
7 Subject to Section 17.1 of the pro forma Tariff, whenever feasible and on a non-discriminatory basis, transmission providers should accommodate requests made with less than 60 days notice.
8 Also referred to as Non-Firm Network, Network Secondary or Network Service From Non-Designated Resources or Network Service From Alternate Resources
TAG Accuracy and Timing: In order to implement interchange schedules, tags must be accurate, complete, and time stamped no later than 20 minutes prior to the start of the schedule. Tags submitted after the Tariff’s scheduling deadlines (Sections 13.8 and 14.6) will be accommodated by giving scheduling priority based on reservation priority (as outlined in Business Practice 14) until 35 minutes prior to the start of the next scheduling hour. In order to effectively manage transmission system reliability, tags will be accommodated based solely on submittal time within 35 minutes of the start of the next scheduling hour. At 25 minutes before the start of the next scheduling hour, Duke Energy Carolinas will run an additional automated check and issue curtailments if any interface is found to be overscheduled. Also, at 3:45pm daily, an automated check will run for the horizon that includes the remainder of the curent day and the entire next day. Curtailments will be issued as necessary if any interface is found to be overscheduled.
Designated Network Resource (7-FN) Tags: Designated Network Resource tags will be valid only if the transmission priority is 7-FN, the generation is firm (G-F) and ALL transmission segments through other systems are firm (7-F). If any portion of a Tag (path) is Non-Firm, then Non-Designated Network (6-NN) must be used. When tagging, Source/Sink as well as POR/POD must match the Network request.
Schedule Changes: Schedule changes usually occur on the top of the hour. Schedule changes may be made at other times provided that transmission service is purchased for the whole hour and the schedule is received 20 minutes prior to the start of the schedule. Go to top
Transmission Reservation Preempting Priorities: Reservation preempting priorities are shown in the table below. Go to top
Priorities for Competing Reservation Requests Table
Request 1 |
Is Preempted by Request 2 |
Right of First Refusal |
| Tier 1: Long-term Firm, Native Load, and Network Firm | N/A Not preempted by a subsequent request. | N/A |
| Tier1: Recallable Long-term Firm | Preempted upon written request from Duke Energy Carolinas in accordance with terms of service agreement. (See Recallable Long Term Firm) | Yes, in accordance with Schedule 7B of the Duke Energy Carolinas' Tariff and specific terms of the service agreement |
| Tier 2: Short-term Firm | Tier 1: Long-term Firm, Recallable Long-term Firm, Native Load, and Network Firm, while Request 1 is conditional. Once Request 1 is unconditional, it may not be preempted. | No |
| Tier 2: Short-term Firm | Tier 2: Short-term Firm of longer term (duration), while Request 1 is conditional. Once Request 1 is unconditional, it may not be preempted.1 | Yes, while Request 1 is conditional. Once Request 1 is unconditional, it may not be preempted and right of first refusal is not applicable. |
| Tier 2: Short-term Firm | Short-term Firm of equal or shorter term (duration)1, when Request 1 is still unconfirmed and Request 2 is received pre-confirmed. A confirmed Short-term Firm may not be preempted for another Short-term Firm request of equal duration. Pre-confirmed Short-term Firm requests may not be withdrawn prior to being offered service or a system impact study4. | No |
| Tier 3: Network Service from Non Designated Resources. | Tiers 1 & 2: All Firm (including Network). | No |
| Tier 4: All Non-Firm PTP | Tiers 1 & 2: All Firm (including Network). | No |
| Tier 4: All Non-Firm PTP | Tier 3: Network Service from Non Designated Resources. | No |
| Tier 4: All Non-Firm PTP | Tier 4: Non-firm PTP of a longer term (duration)1. Except in the last hour prior to start. | Yes2 |
| Tier 4: All Non-Firm PTP | Tier 4: Non-firm PTP of equal term (duration)1 and higher price, when Request 1 is still unconfirmed and Request 2 is received pre-confirmed. A confirmed non-firm PTP may not be preempted for another non-firm request of equal duration. Pre-confirmed Non-firm requests may not be withdrawn prior to being offered service4. | Yes3 |
| Tier 4: All Non-Firm PTP | Tier 4: Non-firm PTP of equal term (duration)1 and same price, when Request 1 is still unconfirmed and Request 2 is received pre-confirmed. A confirmed non-firm PTP may not be preempted for another non-firm request of equal duration. Pre-confirmed Non-firm requests may not be withdrawn prior to being offered service4. | No |
| Tier 5: Non-firm PTP Service over secondary receipt and delivery points | Tiers 1 through 4 can preempt Tier 5. | No |
Notes for Priorities for Competing Reservation Requests Table:
1 Longer duration, in addition to being higher SERVICE_INCREMENT (i.e., WEEKLY has priority over DAILY), also may mean more multiples of the same SERVICE_INCREMENT (i.e., 3 days may have priority over 2 days). Multiple service increments must be at the same level of capacity.
2 Right of first refusal when a subsequent request is received of a longer duration applies only if the first request is confirmed.
3 Right of first refusal when a subsequent request is received of an equal duration and higher price applies only when the first request is unconfirmed and the subsequent request is received pre-confirmed
4 A pre-confirmed request may be invalidated by the transmission provider in the event the customer makes an inadvertent error in submitting the request. The customer must make a request for invalidation in the very near term following submittal of the request
Service Request Tier 1: Native load,
Network, and Long-term Firm
Service Request Tier 2: Short-term Firm
Service Request Tier 3: Network on Non
designated Resources
Service Request Tier 4: Non-firm
Service Request Tier 5: Service over
secondary receipt and delivery points
Preempting Requests: Transmission reservations that preempt existing reservations must be submitted as pre-confirmed. Pre-confirmed Short-term and pre-confirmed Non-firm requests may not be withdrawn prior to being offered service. However, A pre-confirmed request may be invalidated by the transmission provider in the event the customer makes an inadvertent error in submitting the request. The customer must make a request for invalidation in the very near term following submittal of the request.
Administration of Short Term Firm Transmission Requests:
Duke Energy Carolinas will permit any customer with a Confirmed Firm Point-to-Point reservation to modify receipt and delivery points on a firm basis. Customers with Confirmed Network Firm reservations will not be permitted to modify receipt points on a firm basis. The terms "Parent" and "Child" are used in this business practice to simplify presentation and minimize confusion. "Parent" refers to the existing confirmed reservation that is being redirected. "Child" refers to the new REDIRECT request.
The requirements for redirecting firm reservations are summarized below:
All requests to redirect a Confirmed Firm reservation will be treated as new requests and should be submitted on OASIS with a Request_Type of "REDIRECT". Unless specified differently below, this new request will be subject to the same conditions as all other new requests.
Each REDIRECT request must indicate the ARef of the Parent's reservation in the RELATED_REF field and include valid SOURCE and SINK entries.
The Bid Price field must contain a non-zero entry and will constitute a billable offer. Upon confirmation, a credit on the Parent Reservation (or, if a Resale, its Parent reservation) shall be computed as the total reservation charge divided by the total megawatt hours reserved times the megawatt hours redirected. The redirected reservation shall be charged as if it were a reservation with a request type of ORIGINAL.
The Parent's request must be Confirmed to be redirected.
A request to redirect can be for all or part of the capacity of the Parent's reservation.
The request may extend to the Stop Date of the Parent's reservation (Full REDIRECT) or may be for a shorter period of time that ends earlier than the Stop Date of the Parent's reservation (Partial REDIRECT). Daily REDIRECTs may begin and end at 23:00, 00:00, or 01:00 and must have a duration of 24 hours. All other REDIRECTs must begin and end at 00:00. The Start and Stop Dates indicate when the REDIRECT is to be effective.
The OASIS request's SERVICE_INCREMENT should correspond to the duration of the Child's request. For Full REDIRECT requests the SERVICE_INCREMENT of the Parent should be used. A partial REDIRECT request SERVICE_INCREMENT should correspond to the Start/Stop Dates of the Child's request. For example, if a Partial REDIRECT of a yearly firm point-to-point reservation has Start/Stop Dates one week apart, the SERVICE_INCREMENT should be "Weekly".
Profiles may be submitted as part of the REDIRECT request. No profile segment may request a capacity value of zero (0). The profile's time segments must be the same as the request's SERVICE_INCREMENT. For example, you aren't permitted to submit a weekly request with daily profile segments or a daily request with hourly profile segments.
The timing for submitting REDIRECT requests must conform to the Transmission Reservation Submittal Timing Table as applicable. In interpreting the table, Duke Energy Carolinas will use a Service Increment that corresponds to the Start/Stop dates of the Child's request. For example, if a Partial REDIRECT has a SERVICE_INCREMENT of "Weekly", the reservation should not be queued earlier than 4 weeks prior to the service start.
While the Child's request is pending, the customer retains capacity and priority rights to the Parent's POR and POD. All capacity made available by a confirmed REDIRECT request will be reflected in revised ATC postings on the Parent's path and will be available to any customer who submits a subsequent request. Confirmed REDIRECTs will be permitted to submit subsequent REDIRECT requests, including to the Parent's POR and POD.
Long-Term Firm customers who submit Partial REDIRECTS will retain rights to rollover the ORIGINAL request under the Tariff section 2.2, providing that all other rollover requirements are met in accordance with the Tariff. Long-Term Firm customers who CONFIRM Full REDIRECTS (SERVICE_INCREMENT = Yearly and, the request extends to the Stop Date of the Parent's reservation) will lose rollover rights on the path of the ORIGINAL request and will be granted rights to rollover on the Full REDIRECT path under Tariff section 2.2, providing that all other rollover requirements are met in accordance with the Tariff. Duke Energy Carolinas will perform any and all evaluations that are necessary to assess our ability to offer rollover rights on Full REDIRECTS, consistent with evaluation of Yearly Firm requests.
Forms:
The attached
Large Generator Interconnection Agreement
(LGIA) and Small Generator Interconnection Agreement (SGIA) are a
pro forma documents.
Note that Large Generators have a capacity of 20 MW or greater.
Attachments to these documents contain the generator specific information.
Standard
LGIA from Order 2003 Appendix C in Word (doc format)
Standard SGIA from Order 2003 Appendix C in Word (doc format)
The following forms are used for designation and termination of Designated Network Requests (see Business Practices 27 and 31 for designation and termination requirements.)
On-System Designated Network Resource Request Form
OASIS Help Desk: Customers needing technical help on the OATI may call (763) 201 2020 (emergency) or send email to support@oati.net (non-emergency). Go to top
Duke Energy Carolinas Contact: The Independent Entity (Midwest ISO) and Duke Energy Carolinas will apply OASIS Business Practices in a consistent and non-discriminatory manner. Specific questions regarding Business Practices should be directed to the Independent Entity at (651) 632-8708 or email at dukncie-ta@midwestiso.org.
Click to view the Recallable Long Term Firm Business Practice. Go to top
Duke Energy Carolinas' Creditworthiness Procedures are now included in Duke Energy Carolina's Tariff and may be found in Attachment O.
Billing Relief During Extended Transmission Outages:
Billing relief will be available to affected Firm transmission customers when the following outage conditions exist:
The Customer must request billing relief prior to the first day of the outage or within 5 calendar days of the outage announcement, whichever is later.
Upon receipt of the customer’s request for relief, Duke Energy Carolinas will:
After Duke Energy Carolinas has RECALLED capacity, the Customer will be responsible for curtailing all Firm and Non-Firm Secondary tags that are associated with these reservations. Failure to do so will result in Unreserved Use charges.
Billing Credits for Interrupted Non-Firm Point-to-Point Service:
Billing relief is provided to Non-Firm transmission customers whose reservations are displaced by higher priority reservations (See Business Practice 14). In these instances, the customer's bill (including required ancillary services) shall be calculated as the percentage of the reservation that was served. For example, if a customer had a 50 MW Daily Non-Firm reservation that was interrupted in full for six hours, then the customer would be billed for 50 MW at 3/4 of the daily rate, since the customer only had capacity available for 18 of the 24 hours.
All instances of Unreserved Use will
be billed in accordance with Duke Energy Carolinas'
filed Tariff. Unreserved
Use applies to both Point-to-Point and Network
Customers as set forth in the Tariff.
The following method
of
will be used to bill Unreserved Use:
For instance, a transmission customer that has 25 MW of unreserved use in two hours on one day during the first week of the month and 50 MW of unreserved use in two hours on one day during the last week of the month will pay an unreserved use penalty based on the rate for 25 MW of daily firm point-to-point service and 50 MW of daily firm point-to-point service. A transmission customer that has 25 MW of unreserved use on two separate days during the first week of the month and 50 MW of unreserved use in two hours on one day during the last week of the month will pay an unreserved use penalty based on the rate for 25 MW of weekly firm point-to-point service and 50 MW of daily firm point-to-point service. A transmission customer that has 25 MW of unreserved use on two separate days during the first week of the month and 50 MW of unreserved use on two separate days during the last week of the month will pay an unreserved use penalty on 50 MWs of monthly firm point-to-point service.
Requesting Initial Network
Integration Transmission Service (Network
Service):
Given the volume of data required to be submitted by a customer seeking Network Integration Transmission Service (Network Service) for the first time, a written Application for service meeting the requirements of Tariff Section 29.2 is required with any initial request for Network Service. (OASIS will not currently adequately facilitate the exchange of all data required per Section 29.2 of the Tariff). With respect to an initial request for Network Service, queue position for the service request will be based on the latter of time and date: Duke Energy Carolinas' Independent Entity receives a Completed Application (Customer may fax a written Application or e-mail an electronic application in order to establish a time stamp) or completes the process of submitting its proposed network resource designations as discussed below. Customers should contact the Independent Entity at (651) 632-8708 or email at dukncie-ta@midwestiso.org for directions on submitting an application and the associated deposit.
A Customer submitting an
initial request for Network Service must, in addition to completing the application,
also
submit its proposed Designated Network Resources over the Duke Energy Carolinas OASIS prior to Duke
Energy Carolinas deeming the Application “complete.” (A customer whose OASIS is
not operative or a customer who does not have OASIS capability may have an agent
submit the Designated Network Resource request(s) on its behalf.) Once such Designated Network Resources requests have been
submitted on the OASIS, the Customer must notify Duke
Energy Carolinas of the corresponding OASIS
request IDs on other transmission systems' OASIS.
(Source and sink are automatically masked to outside entities until
the request is Confirmed. Since the Customer's
name may be omitted from the request, Duke
Energy Carolinas requires separate
notification of the Designated Network Resources request IDs that are on other transmission systems'
OASIS.)
After a Completed Application has been submitted to Duke Energy Carolinas, and after any required studies have been performed, Duke Energy Carolinas will then prepare and submit to the Eligible Customer a Network Integration Transmission Service Agreement (NITSA). When executed, the NITSA will bind both parties to the terms of the Tariff. If both parties cannot reach concurrence on the NITSA, the Eligible Customer may request that Duke Energy Carolinas file an unexecuted Service Agreement.
Designated Network Resource Requests on OASIS:
All Network Customers must submit new Designated Network Resource requests over the OASIS pursuant to Section 29.2 and 30.2 of the Tariff. OASIS is not configured to capture all of the information required in Section 29.2, so additional information must be emailed or faxed to Duke's Independent Entity prior to tag submission. To request service, the customer should complete either the On-System Designated Network Resource Request Form or the Off-System Designated Network Resource Request Form and EMAIL (preferred) or FAX it to Duke Energy Carolinas’ Independent Entity at dukncie-ta@midwestiso.org or fax at (651) 632-8709, followed by a call to verify receipt of the form to (651) 632-8708. These sections require that this designation be submitted as soon as practicable. Duke Energy Carolinas further clarifies this by requiring that Network Resource designations be submitted in accordance with the deadlines noted in Business Practice 9 (Reservation Submittal Timing).
i. Short-Term Designated Firm Service will be accepted for 24 hour periods starting at 23:00, 00:00 or
01:00
The Source (The generator
name or a system purchase name as defined on TSIN).
The Point Of Receipt - POR
The Point Of Delivery - POD
The Sink (The name of the Network
Customer's load as defined in TSIN)
The Reserved
Capacity (the MW to be delivered at the POR)
The start and stop date/times may not extend beyond the lesser of (1) term of the purchase agreement between the Transmission Customer and the generation seller or (2) term of firm transmission service acquired through all control areas on the scheduling path from the generator source to Duke Energy Carolinas.
An attestation must be put into the Customer Comments field and it should be worded as follows:
The transmission customer attests that: (1) the transmission customer owns or has committed to purchase the designated network resource and (2) the designated network resource comports with the requirements for designated network resources.
The Criteria for a Designated Network
Resource is as Follows:
The Transmission Customer must own or control generation or have committed to purchase power pursuant to an executed contract in order to designate a resource as a Designated Network Resource.
A
Designated Network Resource may not include resources, or any portion thereof,
that are
The Transmission Customer agrees to redispatch its
Network Resources as requested by the Transmission Provider pursuant to Section
33.2 of Duke Energy Carolinas’ Tariff.
When there are no posted ATC values, where there is no
path posted on the OASIS or when the Designated Network Resource request is for
twelve or more
consecutive months, a System Impact Study may be required. In
either case, the request will be placed in STUDY until all Tariff requirements in
Section 32 are satisfactorily met and within prescribed deadlines.
A
Network Customer may request service to deliver energy to its Network Loads from
resources that have not been designated as Network Resources under Section 28.4
of the Tariff.
A Network Customer must submit on OASIS a PRECONFIRMED request for Network Secondary with the following information: (it is permissible to use the profile feature when creating this request)
The Source (The generator name or if a system purchase name as defined on TSIN), the control area in which the generator(s) used to supply the capacity is located)
The Point of Receipt - POR
The Point of Delivery - POD
The Sink (The name of the Network Customer's load)
The Reserved Capacity (the MW to be delivered at the POR)
The bid price will be $0.00 since Network Customers are billed as prescribed in Section 34.1 of the Tariff.
Network using Alternate Resources (Non-Designated
Network)
Customer Confirmation... request
must be PRECONFIRMED
OASIS Request Type ... is
“NETWORK.”
OASIS Request Class ... is “SECONDARY.”
Unscheduled firm network service reservations and
their associated Designated Network Resources may be
terminated in whole or in part at the customers request. Undesignation must meet the
minimum term of the Transmission Service. Requests to undesignate
should be received
by 10:00 a.m. on the day prior to the start of the undesignation
, but will be accommodated if practicable up to
35 minutes prior to the scheduling hour. To request
undesignation, the customer should complete the
Unscheduled non-firm
network service reservations (Non-Designated Network) may be undesignated in whole
or in part at the customers request by contacting the Independent Entity.
No form is required.
CFS Business Practices are an interim solution to enable the Transmission Provider to provide CFS. NAESB will develop the long-term solution.
Customer Chooses Specified Contingency Conditions as the CFS Option
The Transmission Provider will submit to the Reliability Coordinator (RC) an updated list of all CFS transactions which are subject to curtailment for specific contingency condition(s); such list will contain the transaction OASIS I.D., start and end date and the contingency condition(s) of the CFS.
The Transmission Provider will monitor the contingency condition(s) which are identified for each CFS transaction. If the Transmission Provider identifies any of the contingency condition(s) related to its CFS customers, the Transmission Provider will direct its corresponding CFS customer(s) to terminate the CFS tag and initiate a new tag with a Non-Firm Network Secondary (6NN) priority. The CFS customer must terminate and replace the CFS tag accordingly as directed by the Transmission Provider. If the CFS customer fails to initiate the termination and replacement process within ten minutes, the transaction will be curtailed immediately by the Transmission Provider. During circumstances where the Transmission Provider identifies existing transmission system conditions that may require curtailment of CFS, the Transmission Provider may initiate the curtailment unilaterally.
When the TLR is terminated or when existing transmission system conditions permit, the Transmission Provider will inform/direct its CFS customer(s) as soon as practicable to re-tag the CFS as Firm (7F).
Customer Chooses Number of Hours/year(*) as the CFS Option
A CFS customer who has agreed to a specified number of annual hours of curtailment during the
reservation period will be subject to the following tagging guidelines. A CFS transaction will
be tagged as Firm (7-F) unless or until the Transmission Provider directs the CFS customer
from time to time to terminate the Firm (7-F) tag and replace the tag using a Non-Firm Network
Secondary (6-NN) priority. If the Transmission Provider directs the CFS customer to terminate
a CFS transaction with Non-Firm Secondary (6-NN) prior to reaching the specified number of
hours/year of curtailment, the CFS customer will be obligated to initiate such request within
10 minutes. If the CFS customer fails to initiate the termination and replacement process within
10 minutes, the transaction will be curtailed immediately by the Transmission Provider.
When system conditions return to normal, the CFS customer will be able to re-tag the transaction
as Firm (7F). When the specified number of hours/year of curtailment have been reached, the CFS
customer will have the right to maintain Firm (7F) service for the remainder of that year of the reservation period.
(*)Number of hours/yrs is the hours that the customer is curtailed/interrupted and not the number of hour/years
that the customer is at risk, or exposed to, curtailments/interruption.