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Agenda Reliability Assessment and Study Updates Isabella Nicosia Stakeholder Engagement and Policy Specialist 2020-2021 Transmission Planning Process Stakeholder Meeting September 23-24, 2020 California ISO Public California ISO Public

  1. Schedule • September 23-24 TPP stakeholder Meeting – 10-year LCR assessment results • Include update on storage capability – Stakeholder comments and alternatives • November 17 TPP stakeholder meeting – Preliminary alternative assessment – Stakeholder comments • January 31, 2021 Draft Transmission Plan – Final analysis and recommendations (if any) Slide 18 California ISO Public

  2. 2030 Long-Term LCR Study Draft Results Greater Bay Area Abhishek Singh Regional Transmission Engineer Lead 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  3. Greater Bay Area Transmission System & LCR Subareas Contra Costa Subarea Oakland Subarea Pittsburg-AMES Subarea TBC San Francisco San Jose Subarea South Bay-Moss Landing Subarea Morgan Hill Llagas Subarea Slide 2 ISO Public

  4. New major transmission projects Project Name Expected ISD East Shore-Oakland J 115 kV Reconductoring Project Jun-22 Morgan Hill Area Reinforcement (revised scope) Dec-22 Metcalf-Piercy & Swift and Newark-Dixon Landing 115 kV Upgrade Apr-22 Oakland Clean Energy Initiative Project Aug-22 Vaca Dixon-Lakeville 230 kV Corridor Series Compensation Dec-21 Slide 3 ISO Public

  5. Power plant changes Additions: • OCEI Energy Storage modeled • Resolution E-4949 energy storage Retirements: • No new retirements • Oakland CTs considered offline Slide 4 ISO Public

  6. Llagas Sub-area: Load and Resources Load (MW) 2030 Generation (MW) 2030 Gross Load 202 Market 246 AAEE -4 Wind 0 Behind the meter DG 0 Muni 0 Net Load 198 QF 0 Future preferred resource Transmission Losses 0 0 and energy storage Pumps 0 Total Qualifying 246 Capacity Load + Losses + 198 Pumps Slide 5 ISO Public

  7. Llagas Subarea : One-line diagram ISO Public Slide 6

  8. Llagas Subarea : Load Profiles ISO Public Slide 7

  9. Llagas Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Morgan Hill-Llagas 115 kV Metcalf-Morgan Hill and Morgan 2030 P6 31 line Hill-Green Valley 115 kV lines ISO Public Slide 8

  10. San Jose Sub-area: Load and Resources Load (MW) Generation (MW) 2030 2030 Gross Load 2,737 Market 575 AAEE -61 Wind 0 Behind the meter DG 0 Muni 198 Net Load 2,676 QF 0 Future preferred resource Transmission Losses 76 75 and energy storage Pumps 0 Total Qualifying 848 Capacity Load + Losses + 2,752 Pumps Slide 9 ISO Public

  11. San Jose Subarea : One-line diagram ISO Public Slide 10

  12. San Jose Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Metcalf 230/115 kV METCALF 230kV - Section 2D 2030 P2-4 918 (250) transformer # 1 or # 3 & 2E ISO Public Slide 11

  13. San Jose Subarea : Load Profiles ISO Public Slide 12

  14. South Bay-Moss Landing Sub-area: Load and Resources Load (MW) 2030 Generation (MW) 2030 Gross Load 4435 Market 2165 AAEE -95 Wind 0 Behind the meter DG 0 Muni 198 Net Load 4,340 QF 0 Future preferred resource Transmission Losses 128 558 and energy storage Pumps 0 Total Qualifying 2,921 Capacity Load + Losses + 4,468 Pumps Slide 13 ISO Public

  15. South Bay-Moss Landing Subarea : One-line diagram ISO Public Slide 14

  16. South Bay-Moss Landing Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Moss Landing-Las Aguilas Tesla-Metcalf 500 kV and Moss 2030 P6 2185 230 kV Landing-Los Banos 500 kV ISO Public Slide 15

  17. South Bay-Moss Landing Subarea : Load Profiles ISO Public Slide 16

  18. Oakland Sub-area: Load and Resources Load (MW) 2030 Generation (MW) 2030 Gross Load 193 Market 0 AAEE -4 Wind 0 Behind the meter DG 0 Muni 48 Net Load 189 QF 0 Future preferred resource Transmission Losses 0 36 and energy storage Pumps 0 Total Qualifying 84 Capacity Load + Losses + 189 Pumps Slide 17 ISO Public

  19. Oakland Subarea : One-line Oakland subarea ISO Public Slide 18

  20. Oakland Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Oakland C-X #2 & #3 115 kV 2030 P6 Oakland D-L 115 kV 36* cables Note: *This requirement doesn’t reflect potential load transfer that could occur following the first contingency. An approved operating procedure including this load transfer could reduce this requirement. ISO Public Slide 19

  21. Oakland Subarea : Load Profiles ISO Public Slide 20

  22. Ames/Pittsburg/Oakland Subarea : One-line diagram ISO Public Slide 21

  23. Ames/Pittsburg/Oakland Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Ames-Ravenswood #1 115 kV Newark-Ravenswood & Tesla- line Ravenswood 230 kV lines 2030 P2 and P7 1643 Pittsburg Section 1D & 1E 230 Martinez- Sobrante 115 kV line kV Load Profiles were not created for this sub area as it is a flow through area Lakeville Sub Area : Requirements LCR (MW) Year Limit Category Limiting Facility Contingency (Deficiency) Thermal overload on Eagle Fulton-Lakeville and Fulton- 2030 First limit P6 636 Rock-Cortina 115 kV line Ignacio 230 kV lines ISO Public Slide 22

  24. Contra Costa Subarea : One-line ISO Public Slide 23

  25. Contra Costa Subarea : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Delta Switching Yard-Tesla Kelso-Tesla 230 kV line and 2030 P3 1460 230 kV line Gateway Unit off-line ISO Public Slide 24

  26. Contra Costa Subarea : Load Profiles Note: Contra Costa is a flow through sub-area. Energy storage amount is calculated using load profile of the most effective load pocket to the sub-area constraint. ISO Public Slide 25

  27. Greater Bay Area Overall: Load and Resources Load (MW) Generation (MW) 2030 2030 Gross Load 10889 Market/ Net Seller/ Battery 5,895 AAEE -217 Solar 8 Behind the meter DG 0 Wind 244 Net Load 10,672 Muni 377 Transmission Losses 259 QF 227 Future preferred resource Pumps 264 593 and energy storage Load + Losses + 11,195 Total Qualifying Capacity 7,344 Pumps Slide 26 ISO Public

  28. Greater Bay Area Overall: Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) 2030 Multiple Aggregate of subareas 6272 (250) Metcalf 500/230 kV #11 & Metcalf 500/230 kV #13 2030 P6 #12 7455 (111) transformer transformers ISO Public Slide 27

  29. Greater Bay Area: Load Profiles ISO Public Slide 28

  30. Greater Bay Area Total Generation & LCR Need Future preferred Market resource Wind (MW) Muni (MW) QF (MW) Total MW (MW) and energy Generation storage (MW) 5903 244 377 227 593 7344 Existing Generation Capacity Needed (MW) Deficiency (MW) Total MW Need 2030 LCR Need P6 7344 111 7455 Slide 29 ISO Public

  31. Changes Compared to Previous LCR Requirements 2021 2025 2030 Subarea Load LCR Load LCR Load LCR Llagas 199 31 201 33 198 31 San Jose 2543 793 2527 862(14) 2745 918(250) South Bay – Moss 4145 1783 4124 1784 4457 2185 Landing Oakland 218 99 219 71 189 36 Pittsburg – Ames – NA* 1967 NA* 1761 NA* 1643 Oakland Contra Costa NA* 1119 NA* 1417 NA* 1459 7455(111) Overall 10780 6353 10743 6110 11195 Slide 30 ISO Public

  32. 2030 Draft LCR Study Results Kern Area Lindsey Thomas Regional Transmission Engineer 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  33. Kern Area LCR Sub-Areas Camelo C Famoso Lerdo G Ultra Power Oxy Kern-Front G Mt Poso Vedder Kern Oil Live Oak Co-Gen Live Oak G Poso 7 th Standard Mountain G Badger Creek Co-Gen Shafter PV G Dexzel Double “C” Co-Gen G Discovery Hi-Sierra Co-Gen G G G Chevron Co-Gen Kern Front Co-Gen Santa Fe- G Kern River Kern Oil Witco Refinery Witco Sw G Sta. Bear Mt. South G Columbus Co-Gen Cal Water Kern PP Westpark Kern PP Westpark Magunden Bulk Bolthouse Grimmway- Farms Malaga Rosedale Kern_70 Lamont Texaco-Rosedale G Regulus PV Solar Arvin Edison Kern PP- Redwood Tevis Adobe SS Adobe Solar G G G G Bulk Tevis G Redwood 4 Woodmere Hayworth Redcrest Stockdale 115kV Wheeler Ridge Kern_70 Bulk Slide 2 ISO Public

  34. New Major Projects Project Name Expected ISD Kern PP 230 kV Area Reinforcement 2021 Kern PP 115 kV Area Reinforcement Project 2023 Midway – Kern PP #2 230 kV Line 2023 Wheeler ridge Junction Station Project On Hold ISO Public Slide 3

  35. Kern Area Overall: Load and Resources Load (MW) 2030 Generation (MW) 2030 2025 2025 Gross Load 1327* 1125 Market/ Net Seller/ Battery 330 330 AAEE -11 -26 Solar 78 78 Behind the meter DG 0 0 Wind 0 0 Net Load 1316 1099 Muni 0 0 Transmission Losses 15 11 QF 5 5 Future preferred resource Pumps 320 0 0 0 and energy storage Load + Losses + 1651 1110 Total Qualifying Capacity 413 413 Pumps *Kern Area LCR definition was changed due to modeling of approved transmission upgrades that are now on Hold. Slide 4 ISO Public

  36. Kern Area LCR Westpark Sub-Area LCR (MW) Year Cat Limiting Facility Contingency (Deficiency) Kern-West Park #1 115 2030 P3 Kern-West Park #2 115 kV kV and PSE-Bear 150(7) Generation Sta. Bear Mt. G Columbus Co-Gen Cal Water Kern PP Westpark Magunden Bulk Bolthouse Grimmw Farms Malaga Rosedale Kern_70 Lamont Texaco-Rosedale G Regulus PV Solar Arvin Edison ISO Public Slide 5

  37. Kern Area LCR Kern Oil Sub-Area Camelo C Famoso Lerdo G Ultra Power Oxy Kern-Front LCR (MW) G Year Cat Limiting Facility Contingency (Deficiency) Mt Poso Vedder Live Oak Co-Gen Live Oak Kern PP-7th Standard G Poso 7 th Standard Mountain Kern Power to Kern Water 115 kV lines & Kern 2030 P6 115(16) 115 kV line section PP-Live Oak 115 kV G Badger Creek Co-Gen Shafter PV Line G Dexzel Double “C” Co-Gen G Discovery Hi-Sierra Co-Gen G G G Chevron Co-Gen Kern Front Co-Gen Santa Fe- G Kern River Kern Oil Witco Refinery Witco Sw G Sta. Bear Mt. G Columbus Co-Gen Cal Water Kern PP Westpark Magunden Bulk Bolthouse Grimmway- Farms Malaga Rosedale Kern_70 Lamont Texaco-Rosedale G R l PV S l ISO Public Slide 6

  38. Kern Oil Sub-Area : Load Profile and Maximum Storage ISO Public Page 7

  39. Kern Area LCR Kern PP-Tevis 115kV Sub-Area LCR (MW) Year Cat Limiting Facility Contingency (Deficiency) KERN-TEVIS-STOCKDALE 2030 P2 Kern Power -TevisJ2 115 kV Line 115kV (KERN PWR- (57) TEVISJ1) Kern PP Westpark Magunden Bulk Bolthouse Grimmway- Farms Malaga Rosedale Kern_70 Lamont Texaco-Rosedale G Regulus PV Solar Arvin Edison Redwood Tevis Adobe SS Adobe Solar G G G G Bulk G Redwood 4 Woodmere Hayworth Redcrest Stockdale Wheeler Ridge Kern_70 Bulk ISO Public Slide 8

  40. Kern Area LCR South Kern PP Sub-Area LCR (MW) Year Cat Limiting Facility Contingency (Deficiency) Kern 230/115 kV T/F # 3 & Kern 2030 P6 Kern 230/115 kV T/F # 5 502(95) 230/115 kV T/F # 4 Kern PP Rosedale Kern_70 Texaco-Rosedale Tevis ISO Public Slide 9

  41. South Kern PP Sub-Area : Load Profile and Maximum Storage ISO Public Page 10

  42. Kern Total LCR Need Existing Generation NQC Deficiency Total MW Need 2030 LCR Need Capacity Needed (MW) (MW) Category P6 413 89 502 (Multiple) Slide 11 ISO Public

  43. Changes Compared to Previous LCR Requirements 2021 2025 2030 Subarea Load LCR Load LCR Load LCR Kern PP 70 226 81* 243 90* NA NA kV West Park 162 58* 465 20 434 150* Kern Oil** 768 156* 780 69 619 115* KernPP- Tevis 115 198 55* NA NA 185 57* kV South Kern 1285 632* 1636 186 1110 502* Kern 1285 632* 1651 276* 1110 502* Overall Load is Net Load+Losses * Includes Deficiency ** Kern Oil Load includes West Park & Tevis Loads • In 2025 area load had increased due to addition of Pumping load, Bakersfield, Stockdale and additional 70 kV load due to closing of Weedpatch Shoofly . This resulted in bigger Kern LCR area definition. Slide 12 ISO Public

  44. 2030 Long-Term LCR Study Draft Results North Coast & North Bay Area Bryan Fong Senior Regional Transmission Engineer 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  45. North Coast & Bay Area Transmission System Slide 2 ISO Public

  46. New major transmission projects Project Name Expected ISD Clear Lake 60kV System Reinforcement - Revised Scope 2023 Ignacio-Alto 60kV Line Conversion - Revised Scope 2023 Lakeville 60kV Area Reinforcement 2021 Vaca-Lakeville 230kV Corridor Series Compensation 2020 Slide 3 ISO Public

  47. Power plant changes Additions: • No new resource addition Retirements: • None Slide 4 ISO Public

  48. Load and Resources Load (MW) Generation (MW) Gross Load 1492 Market 723 AAEE -31 Wind 0 Behind the meter DG 0 Muni 114 Net Load 1,461 QF 5 Transmission Losses 53 Pumps 0 Total Qualifying Capacity 842 Load + Losses + Pumps 1,514 Slide 5 ISO Public

  49. Eagle Rock Sub Area : Requirements LCR (MW) Year Limit Category Limiting Facility Contingency (Deficiency) Thermal overload on Cortina-Mendocino 115 kV 2030 First Limit P3 Eagle Rock-Cortina 115 line with Geyser #11 unit out 122 kV line* of service Thermal overload on Cortina-Mendocino and 2030 First Limit P6 Eagle Rock-Cortina 115 Geysers #3-Geysers #5 115 125 kV line* kV lines *Note: With Vaca Dixon-Lakeville and Vaca Dixon-Tulucay 230kV line reactors bypassed ISO Public Slide 6

  50. Eagle Rock Sub Area : Requirements ISO Public Slide 7

  51. Eagle Rock Sub Area : Load Profiles ISO Public Slide 8

  52. Fulton Sub Area : Removed ISO Public Slide 9

  53. Fulton Sub Area : Removed Before • Contingency: Fulton-Lakeville and Fulton-Ignacio 230 kV lines • Limiting component: Thermal overload on Lakeville- Petaluma-Cotati 60 kV Line Now - Lakeville-Petaluma-Cotati 60 kV permanently open • Contingency: Fulton-Lakeville and Fulton-Ignacio 230 kV lines • Limiting component: Thermal overload on Eagle Rock- Cortina 115 kV line • Same as Lakeville Pocket Slide 10 ISO Public

  54. Lakeville Sub Area : Requirements LCR (MW) Year Limit Category Limiting Facility Contingency (Deficiency) Thermal overload on Eagle Fulton-Lakeville and Fulton- 2030 First limit P6 636 Rock-Cortina 115 kV line Ignacio 230 kV lines Associated Ames/Pittsburg/Oakland Area : Requirement LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Ames-Ravenswood #1 115 kV Newark-Ravenswood & Tesla- line Ravenswood 230 kV lines 2030 P2 and P7 1643 Pittsburg Section 1D & 1E 230 Martinez-Sobrante 115 kV line kV ISO Public Slide 11

  55. North Coast & Bay Area Transmission System Slide 12 ISO Public

  56. Lakeville Sub Area : Load Profiles ISO Public Slide 13

  57. North Coast & North Bay Area Total LCR Need Existing Generation Capacity Needed (MW) Deficiency (MW) Total MW Need 2030 LCR Need P6 636 0 636 Slide 14 ISO Public

  58. Changes Compared to Previous LCR Requirements 2021 2025 2030 Subarea Load LCR Load LCR Load LCR 232 184 235 188 240 125 Eagle Rock Fulton 866 340 872 272 N/A N/A Overall 1456 843 1481 837 1514 636 Slide 15 ISO Public

  59. 2030 Long-Term LCR Study Draft Results Sierra Area Ebrahim Rahimi Regional Transmission Engineer Lead 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  60. Sierra Area Transmission System & LCR Sub-areas Legend: Table Mountain Sierra Overall 230 kV 230 kV 115 kV Table Mountain 60 kV 60 kV Palermo 230 kV Drum Sierra Area 115 kV Colgate Summit Palermo 230 kV 115 kV 115 kV Placer Spaulding 115 kV Pease 60 kV Summit 60 kV E. Marysville 60 kV 115 kV Bogue 115 kV Placer Pease E. Nicolaus Subarea 115 kV 115 kV Rio Oso 115 kV Rio Oso 230 kV South of Rio Oso Atlantic Subarea Brighton 230 kV 230 kV Gold Hill 230 kV Lodi Lake 230 kV 230 kV Lockeford 230 kV Eight Mile Rd 230 kV Bellota 230 kV Slide 2 ISO Public

  61. New major transmission projects Project Name Expected ISD Rio Oso 230/115 kV Transformer Upgrades Jun-22 Rio Oso Area 230 kV Voltage Support Jun-22 South of Palermo 115 kV Reinforcement Project Nov-22 East Marysville 115/60 kV Dec-22 Gold Hill 230/115 kV Transformer Addition Dec-24 Slide 3 ISO Public

  62. Power plant changes Additions: • Grizzly PH POI change Retirements: • Greenleaf 1 Slide 4 ISO Public

  63. Sierra Area Overall: Load and Resources Forecast in 2030 Load (MW) Generation (MW) Gross Load 1,911 Market/ Net Seller/ Battery 938 AAEE -42 Solar 5 Behind the meter DG 0 Wind 0 Net Load 1,869 Muni 1,142 Transmission Losses 87 QF 41 Future preferred resource Pumps 0 0 and energy storage Load + Losses + 1,957 Total Qualifying Capacity 2,126 Pumps Slide 5 ISO Public

  64. Placer Sub-Area: Requirements Placer Higgins Bell Drum Gold Hill – Placer #2 Drum – Higgins Gold Hill – Placer #1 Flint Low Voltage Newcastle Horseshoe XX LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Gold Hill Low voltage at Placer, Gold Hill – Placer #1 2030 P6, P7 Bell, and Higgins 115 106 (13) and #2 115 kV lines Contingency kV buses ISO Public Slide 6

  65. Placer Sub-Area : Load Profile and Maximum Storage ISO Public Slide 7

  66. South of Rio Oso Sub-Area: Requirements Rio Oso 230 kV LCR (MW) Year Category Limiting Facility Contingency Atlantic (Deficiency) Brighton Gold 230 kV 230 kV Hill 230 kV Lockeford Rio Oso – Atlantic Rio Oso – Gold Hill 230 kV 230 kV 2030 P6 227 Lodi 230 kV 230 kV Rio Oso – Brighton 230 kV Eight Mile Rd Bellota 230 kV 230 kV ISO Public Slide 8

  67. South of Table Mountain Sub-Area: Requirements Contingency Overload Caribou 115 kV Table Mountain 230 kV Table Mountain X 60 kV X Catego LCR (MW) Palermo Year Limiting Facility Contingency 230 kV (Deficiency) ry Colgate Palermo Pease 230 kV 115 kV DCTL of Table Mtn. – 60 kV Table Mountain – 2030 P6, P7 Palermo and Table Mtn. 1,518 E. Pease 60 kV Rio Oso 230 kV lines Marysville Bogue 115 kV 115 kV Pease E. Nicolaus 115 kV 115 kV Rio Oso 115 kV Rio Oso 230 kV ISO Public Slide 9

  68. Changes Compared to Previous LCR Requirements 2021 2025 2030 Subarea Load LCR Load LCR Load LCR Placer 178 93 179 93 181 106 N/A * N/A * N/A * South of Rio Oso 665 223 227 N/A * N/A * N/A * South of Table Mountain 1,821 1,367 1,518 Not an LCR subarea after Gold Hill - Drum 508 416 512 142 project implementation Pease 155 83 Not an LCR subarea after project implementation 700 Drum - Rio Oso N/A Not an LCR subarea after project implementation South of Palermo N/A 1,587 Not an LCR subarea after project implementation Total 1,865 2,110 1,918 1,412 1,957 1,531 Note: LCR increases from 2025 to 2030 are mostly due to increase in load forecast. * Flow-through area. No defined load pocket. Slide 10 ISO Public

  69. Sierra Area Total LCR Need Existing Generation Capacity Needed (MW) Deficiency (MW) Total MW Need Study Year 2030 1,518 13 1,531 Slide 11 ISO Public

  70. 2030 Long-Term LCR Study Draft Results Stockton Area Ebrahim Rahimi Regional Transmission Engineer Lead 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  71. Stockton Area Transmission System & LCR Subareas in 2030 Bulk Tesla - Bellota Donnells Lawrence Ellis PH Lab G NO Bellota Beardsley NO Leprino Tesla Food G Tesla Motors Bulk Spring AEC Bulk Tracy CV-2 Gap Manteca G Howland Safeway Stanislaus PH Road Sand Bar G Schulte G Vierra G MI-Wuk GWF Frogtown NO Avena Valley Lammers Home Teichert Kasson Owens Melones Ripon Illinois CV-2 Tulloch Pioria PH G Energy Ingram Modesto Creek G Ripon Cogen Racetrack Legend: Riverbank Ultra Ch. (Simpson Paper) G 230 kV Miller G SPI Ch. NO 115 kV Salado Curtis 60/70 kV Fiberboard G CV-2 Stanislaus Slide 2 ISO Public

  72. New major transmission projects Project Name Expected ISD Jan-23 Vierra 115 kV Looping Project Dec-23 Tesla 230 kV Bus Series reactor Jun-25 Lockeford-Lodi Area 230 kV Development Slide 3 ISO Public

  73. Power plant changes Additions: • No new resource addition Retirements: • No new retirements Slide 4 ISO Public

  74. Load and Resources Forecast in 2030 Load (MW) Generation (MW) Gross Load 964 Market/ Net Seller/ Battery 487 AAEE -20 Solar 11 Behind the meter DG 0 Wind 0 Net Load 944 Muni 115 Transmission Losses 20 QF 0 Future preferred resource and Pumps 0 0 energy storage Load + Losses + Pumps 964 Total Qualifying Capacity 613 Slide 5 ISO Public

  75. Stanislaus Sub Area : Requirements LCR (MW) Year Category Limiting Facility Contingency (Deficiency) Manteca - Ripon 115 kV Bellota-Riverbank-Melones 115 2030 P3 212 (12) Line kV line and Stanislaus PH unit Bellota Donnells G Beardsley Bulk G Manteca Stanislaus PH Spring Gap CV-2 G G Frogtown G Sand Bar AvenaValley Home Melones MI-Wuk Ripon Tulloch Pioria PH G Riverbank G Ultra Ch. Racetrack Legend: 230 kV G NO SPI Ch. 115 kV Curtis 60/70 kV Fiberboard G ISO Public Slide 6

  76. Tesla - Bellota Sub-Area : Requirements LCR (MW) Year Limiting Facility Contingency Category (Deficiency) 2030 P2-4 Stanislaus – Melones – Riverbank Jct line Tesla 115 kV bus 748 (145) Schulte – Lammers and 2030 P6 Schulte-Kasson-Manteca 115 kV lines 609 (315) Tesla – Tracy 115 kV line Total LCR Need in 2030 918 (315) Bulk Donnells Lawrence Ellis PH Lab G NO Beardsley Bellota NO Leprino Tesla Food G Tesla Motors Bulk Spring AEC Bulk Tracy CV-2 Gap Manteca G Howland Safeway Stanislaus PH Road Sand Bar G Schulte G Vierra G MI-Wuk GWF Frogtown NO Avena Valley Lammers Home Teichert Kasson Owens Melones Ripon Illinois CV-2 Tulloch Pioria PH G Energy Ingram Modesto Creek G Ripon Cogen Racetrack Legend: Riverbank Ultra Ch. (Simpson Paper) G 230 kV Miller G SPI Ch. NO 115 kV Salado Curtis 60/70 kV ISO Public Slide 7 Fiberboard G CV-2

  77. Tesla - Bellota Sub-Area : Load Profile and Maximum Storage ISO Public Slide 8

  78. Stockton Area Total LCR Need Existing Generation Capacity Needed (MW) Deficiency (MW) Total MW Need Study Year 2030 613 315 928 Slide 9 ISO Public

  79. Changes Compared to Previous LCR Requirements 2021 2025 2030 Subarea Load LCR Load LCR Load LCR Lockeford 194 36 (12) Not an LCR area after project implementation N/A * N/A * N/A * Stanislaus 205 (7) 213 (12) 212 (12) Tesla-Bellota 898 1,218 (668) 950 740 (190) 964 928 (315) Overall 1,092 1,254 (680) 950 740 (190) 964 928 (315) Note: LCR increases from 2025 to 2030 are mostly due to update in transmission line ratings. The Lockeford Area 230 kV Development Project removes the need for LCR in Lockeford subarea. * Flow-through area. No defined load pocket. Slide 10 ISO Public

  80. 2030 Draft LCR Study Results Greater Fresno Area Vera Hart Senior Regional Transmission Engineer 2020-2021 Transmission Planning Process Stakeholder Meeting September 23 - 24, 2020 ISO Public ISO Public

  81. Greater Fresno Area Electrical Boundaries and LCR Sub-Areas Electrical Boundaries: Melones Warnerville ● Gates – Mustang #1 230 kV line Overall Fresno Sub ● Gates – Mustang #2 230 kV line Wilson Area Los Banos ● Panoche – Tranquility #1 230 kV line ● Panoche – Tranquility #2 230 kV line Gregg ● Warnerville – Wilson 230 kV line Helms ● Melones – Wilson 230 kV line Kearney ● Panoche 230/115 kV transformer #1 Herndon Mcmullin ● Panoche 230/115 kV transformer #2 Panoche McCall ● Smyrna – Alpaugh – Corcoran 115 kV line ● Los Banos #3 230/70 kV transformer Helm ● Los Banos #4 230/70 kV transformer Kngsbrg Coalnga Gates 70 kV ● San Miguel – Coalinga #1 70 kV line San Miguel Corcoran Henrietta ● Gates 230/70 kV transformer #5 Gates Alpaugh Slide 2 ISO Public

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