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Decision on Authorization for Filing FERC Order No. 890 Transmission Planning Process Gary DeShazo, Director of Regional Transmission - North Board of Governors Meeting General Session December 12-13, 2007 Order No. 890 Transmission Planning


  1. Decision on Authorization for Filing FERC Order No. 890 Transmission Planning Process Gary DeShazo, Director of Regional Transmission - North Board of Governors Meeting General Session December 12-13, 2007

  2. Order No. 890 Transmission Planning Process Order No. 890 Transmission Planning Process CAISO Management is seeking Board approval to amend provisions of the MRTU Tariff related to the Transmission Planning Process ! Satisfy Order No. 890 compliance requirements ! Conform MRTU Tariff to the CAISO’s existing and preferred Transmission Planning Process procedures Background on why approval is requested ! Order No. 890 requires all Transmission Providers, including ISOs, to amend their Open Access Transmission Tariffs to satisfy broad planning principles ! Existing CAISO Tariff largely consistent with Order No. 890 principles • CAISO’s new planning process development was already addressing additional Order No. 890 requirements ! CAISO Management has leveraged our existing planning process achievements to refine our Order No. 890 compliance obligations 2

  3. Key issues relating to the transmission planning Key issues relating to the transmission planning process are . . . process are . . . Open Season (Now called “Request Window”) Planning Process ! Development of Unified Planning Assumptions and Study Plan ! Performing Technical Studies ! Developing CAISO Transmission Plan Economic planning studies Creation of a Grid Planning Standards Committee Refinements to regional coordination provisions 3

  4. Key issues relating to administrative and Key issues relating to administrative and project approval matters are . . . project approval matters are . . . Explicit delegation of authority to management to approve transmission projects with an estimated capital cost up to $50 million Refinements to provisions identifying entities with obligations to construct approved transmission projects Refinements to standards for determining when transmission projects will be approved as “needed” Operational control of facilities Alternate Dispute Resolution 4

  5. Stakeholder outreach activities . . . Stakeholder outreach activities . . . May 11 & 29: Strawman Proposal July 20: Economic planning study white paper July 20: Open season white paper July 20: Long-term CRR white paper September 14: Draft Business Practice Manual 2 nd draft Business Practice Manual October 12: October 18: Draft tariff language 3 rd draft Business Practice Manual November 12: 2 nd draft tariff language November 12: 5

  6. Stakeholder outreach activities . . . Stakeholder outreach activities . . . Stakeholder comment opportunities ! Round 1: May 24, 2007 – 8 sets of comments ! Round 2: October 10, 2007 – 8 sets of comments ! Round 3: September 14, 2007 – 8 sets of comments ! Round 4: December 3, 2007 – 5 sets of comments FERC compliance filing on December 21, 2007 6

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