Page Description - Information and Content - Midwest ISO
Midwest ISO - MISO - MISO is an essential link in the safe, cost-effective delivery of electric power across all or parts of 17 U.S. states and the Canadian province of Manitoba. As a Regional Transmission Organization, MISO assures consumers of unbiased regional grid management and open access to the transmission facilities under MISO’s functional supervision. Location - Headquarters - Carmel, Indiana Company website - http://www.midwestiso.org
Answers.com - http://www.answers.com/topic/midwest-independent-transmission-system-operator
LinkedIn - http://www.linkedin.com/company/midwest-iso
Board and Committee Schedule - 2011 - http://www.Companies/MidwestISO/2011%20Documents/Board-Committee-Schedule.pdf
Committee Evaluation Form - Midwest ISO - form used by the Midwest ISO Board for self-evaluation - http://www.EnergyCollection.us/Companies/MidwestISO/Committee-Evaluation-Form-MidwestISO-Board.doc
MISO - Markets Committee Charter - company website - https://www.midwestiso.org/Library/Repository/Communication%20Material/Corporate/2011%20BOD%20Markets%20Committee%20Charter.pdf Permanent link - http://www.EnergyCollection.us/Board-Charters/Special-Purpose/MISO-Markets-Committee.pdf congestion that may be keeping capacity resources from being delivered to maintain system reliability. As part of the order, the Midwest ISO was required to develop a plan within six months to incorporate locational capacity or other market mechanisms into its resource adequacy requirements, known as RAR. But the Midwest ISO told FERC in the Dec. 8 filing that it will not come to any final decisions "for several more months" as its formal proposal is still being discussed and widely debated among stakeholders. The Midwest ISO appreciates the expression that 'the perfect is the enemy of the good' and that discussions regarding the RAR enhancements could continue for an extended period of time, if each stakeholder insists upon development of 'perfect' RAR enhancements, the grid operator acknowledged. "On the other hand, the Midwest ISO also recognizes the complexity of the subject issues and it does not want to artificially limit debate and discussion of alternatives." So far, the Midwest ISO said, it has come up with 11 "foundational elements" to incorporate into its resource adequacy requirements. It is generally proposing to establish locational resource zones in which all resources, including traditional, demand response, intermittent and behind-the-meter resources, can be considered to meet capacity requirements. While its stakeholders have not reached a consensus on how the boundaries of those zones should be drawn, the Midwest ISO said that at this time they would be based on the geographical boundaries of local balancing authorities, state boundaries, the strength of transmission interconnections between balancing authorities, loss-of-load expectations and existing and planned resources. Under the grid operator's proposal, each zone would be subject to local clearing requirements, the minimum amount of resources physically located within a zone that must be designated by utilities serving load within the zone, as well as capacity export limits. Again, the Midwest ISO stressed, consensus among stakeholders has not yet been reached on how those requirements and limits should be determined. Load-serving entities would still be able to buy or sell resources in the bilateral market to meet capacity requirements. But, in perhaps one of the most contentious parts of the Midwest ISO's proposal, it is considering the idea of a mandatory planning resource auction, or PRA, under which participants would be required to submit bids and offers. Currently, the Midwest ISO believes that all planning resources and load will need to participate in a PRA to ensure zonal import and export limits are not violated and to ensure that the resulting auction has adequate liquidity to reduce the potential exercise of market power, the grid operator explained. In a 43-24 October vote, the grid operator's Supply Adequacy Working Group rejected a mandatory forward capacity auction and voted in favor of the Midwest ISO keeping its auctions voluntary. The grid operator added that it is now working with stakeholders to incorporate "self supply," "self-schedule" and "opt-out" features into the proposed auction. Stakeholders have also taken issue with the grid operator's proposal to establish local capacity requirements extending beyond a monthly period, to between three and five years. The Midwest ISO said monthly requirements may not produce enough incentive for developers to build future generation needs, but its Supply Adequacy Working Group rejected both the three-year and five-year periods. Addressing a major concern among state regulators in the region, the Midwest ISO is proposing that its member states reserve the right to review and establish state planning reserve margins and that load-serving utilities continue to be responsible for forecasting demand. To account for load diversity, though, the Midwest ISO is proposing that those entities be required to use "more forward-looking procedures." It noted that some stakeholders would prefer if the Midwest ISO prepared load forecasts for all load-serving entities. The Midwest ISO is also proposing to qualify planning resources for multiple years into the future, more closely coordinate with individual states to account for electricity market differences and revise the independent market monitor's role to reflect the proposed changes. The grid operator plans to file specific changes with FERC in June 2011 and to fully implement the changes during the 2013-2014 planning year. http://www.EnergyCollection.us/Companies/MidwestISO/2010-12-08-Capacity-Market-Filing.pdf
Docket No. ER08-394-022 - 2010-04-21 - This order conditionally accepts the June 17, 2009 compliance filing (June Compliance Filing) in as much as it addresses the participation of load modifying resources in the voluntary capacity auction to become effective 60 days after the date of this order, as requested, subject to the additional compliance filing discussed below. http://www.ferc.gov/EventCalendar/Files/20100421161940-ER08-394-022.pdf
Docket No. ER08-394-022 - 2010-06-08 - This order rejects the August 18, 2009 compliance filing (August 2009 Compliance Filing) submitted by the Midwest Independent Transmission System Operator, Inc (Midwest ISO) to comply with an order issued on February 19, 2009 (February Order). The February Order required the Midwest ISO to develop a permanent approach to address congestion that limits aggregate deliverability and to examine whether a locational capacity requirement is needed to ensure reliability. Because the Midwest ISO’s August 2009 Compliance Filing fails to meet these requirements, we will reject it and require the Midwest ISO to make another compliance filing. http://www.ferc.gov/EventCalendar/Files/20100608143554-ER08-394-024.pdf
2010-12-11 - MISO outlines plan for capacity markets, says details will not be ready for months - Underscoring a sensitive debate now raging among the Midwest ISO's stakeholders, the grid operator told FERC in a filing (ER08-394) Dec. 8 that it has yet to decide how it will incorporate locational capacity markets into its resource adequacy plan. FERC had ordered the grid operator in June to come up with a permanent approach to addressing congestion that may be keeping capacity resources from being delivered to maintain system reliability. As part of the order, the Midwest ISO was required to develop a plan within six months to incorporate locational capacity or other market mechanisms into its resource adequacy requirements, known as RAR. But the Midwest ISO told FERC in the Dec. 8 filing that it will not come to any final decisions "for several more months" as its formal proposal is still being discussed and widely debated among stakeholders. The Midwest ISO appreciates the expression that 'the perfect is the enemy of the good' and that discussions regarding the RAR enhancements could continue for an extended period of time, if each stakeholder insists upon development of 'perfect' RAR enhancements, the grid operator acknowledged. "On the other hand, the Midwest ISO also recognizes the complexity of the subject issues and it does not want to artificially limit debate and discussion of alternatives." So far, the Midwest ISO said, it has come up with 11 "foundational elements" to incorporate into its resource adequacy requirements. It is generally proposing to establish locational resource zones in which all resources, including traditional, demand response, intermittent and behind-the-meter resources, can be considered to meet capacity requirements. While its stakeholders have not reached a consensus on how the boundaries of those zones should be drawn, the Midwest ISO said that at this time they would be based on the geographical boundaries of local balancing authorities, state boundaries, the strength of transmission interconnections between balancing authorities, loss-of-load expectations and existing and planned resources. Under the grid operator's proposal, each zone would be subject to local clearing requirements, the minimum amount of resources physically located within a zone that must be designated by utilities serving load within the zone, as well as capacity export limits. Again, the Midwest ISO stressed, consensus among stakeholders has not yet been reached on how those requirements and limits should be determined. Load-serving entities would still be able to buy or sell resources in the bilateral market to meet capacity requirements. But, in perhaps one of the most contentious parts of the Midwest ISO's proposal, it is considering the idea of a mandatory planning resource auction, or PRA, under which participants would be required to submit bids and offers. Currently, the Midwest ISO believes that all planning resources and load will need to participate in a PRA to ensure zonal import and export limits are not violated and to ensure that the resulting auction has adequate liquidity to reduce the potential exercise of market power, the grid operator explained. In a 43-24 October vote, the grid operator's Supply Adequacy Working Group rejected a mandatory forward capacity auction and voted in favor of the Midwest ISO keeping its auctions voluntary. The grid operator added that it is now working with stakeholders to incorporate "self supply," "self-schedule" and "opt-out" features into the proposed auction. Stakeholders have also taken issue with the grid operator's proposal to establish local capacity requirements extending beyond a monthly period, to between three and five years. The Midwest ISO said monthly requirements may not produce enough incentive for developers to build future generation needs, but its Supply Adequacy Working Group rejected both the three-year and five-year periods. Addressing a major concern among state regulators in the region, the Midwest ISO is proposing that its member states reserve the right to review and establish state planning reserve margins and that load-serving utilities continue to be responsible for forecasting demand. To account for load diversity, though, the Midwest ISO is proposing that those entities be required to use "more forward-looking procedures." It noted that some stakeholders would prefer if the Midwest ISO prepared load forecasts for all load-serving entities. The Midwest ISO is also proposing to qualify planning resources for multiple years into the future, more closely coordinate with individual states to account for electricity market differences and revise the independent market monitor's role to reflect the proposed changes. The grid operator plans to file specific changes with FERC in June 2011 and to fully implement the changes during the 2013-2014 planning year.
Organization of MISO States -OMS - Associations / Alliances / Institutes - Companies - Midwest ISO - is a non-profit, self-governing organization of representatives from each state with regulatory jurisdiction over entities participating in the Midwest Independent System Operator, Inc. (MISO), a regional transmission organization as defined by the Federal Energy Regulatory Commission (FERC). The purpose of the OMS is to coordinate regulatory oversight among the states, including recommendations to MISO, the MISO Board of Directors, the FERC, other relevant government entities, and state commissions as appropriate. Company website - http://www.misostates.org
Members 2011 > Gene Zeltman (Chairman); Mike Curran; Bal Dail; Shelley Longmuir
Committee Evaluation Form - Midwest ISO - Boards - Governance - form used by the Midwest ISO Board for self-evaluation - http://www.EnergyCollection.us/Companies/MidwestISO/Committee-Evaluation-Form-MidwestISO-Governance.doc
Members 2011 > Judy Walsh (Chairman); Mike Curran, Bal Dail, Gene Zeltman
Committee Evaluation Form - Midwest ISO - Boards - Audit & Finance - form used by the Midwest ISO Board for self-evaluation - http://www.EnergyCollection.us/Companies/MidwestISO/Committee-Evaluation-Form-MidwestISO-Audit-And-Finance.doc
Members 2011 > Shelley Longmuir (Chairman); Mike Evans, Paul Feldman, Judy Walsh
Committee Evaluation Form - Midwest ISO - Boards - Human Resources - form used by the Midwest ISO Human Resources Committee for self-evaluation - http://www.EnergyCollection.us/Companies/MidwestISO/Committee-Evaluation-Form-MidwestISO-Human-Resources.doc
Minutes - Open Session - 2010-12-01 - here
Members 2011 > Mike Curran (Chairman); Mike Evans, Paul Feldman, Judy Walsh
Committee Evaluation Form - Midwest ISO - form used by the Midwest ISO Board for self-evaluation - http://www.EnergyCollection.us/Companies/MidwestISO/Committee-Evaluation-Form-MidwestISO-Markets.doc
FERC page on the Midwest ISO Markets - http://www.ferc.gov/market-oversight/mkt-electric/midwest.asp
2010-12-01 - Markets Committee - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/Markets-Committee-Open-Session-Minutes-2010-12-01.pdf
Members 2011 > Paul Feldman (Chairman); Mike Evans; Bal Dail; Shelley Longmuir; Gene Zeltman
Charter - Midwest ISO System Planning Committee - http://www.EnergyCollection.us/Companies/MidwestISO/Board-Charter-System-Planning-Committee.pdf
See Planning / IRPs / Capacity for more generic information on planning, capacity, and Integrated Resource Planning.
Midwest ISO Planning Page - https://www.midwestiso.org/Planning/Pages/Planning.aspx http://www.midwestmarket.org/page/Expansion+Planning\
Transmission Planning Business Practice Manual - 156 Pages - https://www.midwestiso.org/_layouts/MISO/ECM/Redirect.aspx?ID=19215
Committee Evaluation Form - Midwest ISO - form used by the Midwest ISO Board for self-evaluation - here
2010 - 2010-12-16 order accepting the Midwest ISO's cost sharing mechanisms - http://www.ferc.gov/whats-new/comm-meet/2010/121610/E-1.pdf
The Midwest ISO performs Loss of Load Expectation (LOLE) studies to determine minimum Planning Reserve Margin (PRM) requirements for Midwest ISO Load Serving Entities, per Module E of the Midwest ISO Tariff. The minimum PRM is based on one-day-in-ten-years LOLE criteria.
2010-02-16 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-02-16-System-Planning-Minutes-Open-Session.pdf
2010-03-17 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-03-17-System-Planning-Minutes-Open-Session.pdf
2010-04-13 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-04-13-System-Planning-Minutes-Open-Session.pdf
2010-08-03 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-08-03-System-Planning-Minutes-Open-Session.pdf
2010-08-17 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/08-17-10-System-Planning-Minutes-Open-Session.pdf
2010-10-20 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-10-20-System-Planning-Minutes-Open-Session.pdf
2010-11-18 - System Planning - Open Session Minutes - http://www.EnergyCollection.us/Companies/MidwestISO/System-Planning/2010-11-18-System-Planning-Minutes-Open-Session.pdf *
MTEP 2010 - Full report - Midwest ISO - Transmission - Planning - http://www.EnergyCollection.us/Companies/MidwestISO/MTEP-2010-Full-Report.pdf - Projects in Appendix A reflect planned projects approved by the Board of Directors, projects in Appendix B represent proposed projects for which a need has been identified, but are not timely or require additional analysis. Appendix C contains projects for which the need has not been verified.
For reliability projects of equal to or greater than 345kv, 20% of costs would be spread across the entire Midwest ISO or “postage stamped”. 80% of the costs would be distributed by Line Outage Distribution Factors (LODF). Under this method most costs stay in the zone where the project is located and some (maybe as much as 20%) are assigned to neighboring zones defined in the test.
For reliability projects for facilities lower than 345kv, the LODF protocol is used.
For network upgrades equal to or greater than 345kv necessitated
by generator interconnections, 10% is postage stamped and 90% is borne by the
generator. For
upgrades less than 345kv all costs are borne by the interconnection customer.
Originally this category of expense had been 50% borne by local load and 50% by
the customer. That circumstance lead to the filing of the 90/10 split. FERC, in
response to that filing set the Midwest ISO the task of filing a permanent
solution to this subject. That permanent solution was presented in the July 15th
filing which proposes the postage stamping of the Multi Value Project costs,
while retaining the 90/10 split for interconnection customers.
Market Efficiency projects that meet current triggers for eligibility are distributed to the planning regions proportional to benefit. For projects greater than or equal to 345 kV 20% is postage stamped. There are no such projects in appendix A of MTEP-2010. The RECB Task Force is evaluating these triggers.
Multi Value Projects are 100% postage stamped.
Fostering Economic Demand Response in the Midwest ISO - This whitepaper by The Brattle Group describes measures that the Midwest ISO can take to foster the development of economic DR to its cost-effective potential and to efficiently integrate such resources into its day-ahead and real-time energy markets. The objectives of this report are to: Identify approaches to integrating the various types of DR into energy markets. (This whitepaper does not address emergency DR or ancillary services DR or their participation in RTO markets.); Evaluate the efficiency and feasibility of the various approaches; Identify and evaluate RTO and state-level enabling factors for the various approaches; Assess current DR and DR potential in the Midwest ISO; Based on the above, develop a vision for the future of economic DR in the Midwest ISO; and Recommend changes to Midwest ISO business rules to enable this vision and provide input to states that have jurisdiction over Midwest ISO participants. December 2008. Link: http://www.energycollection.us/Energy-Demand-Response/Fostering-Economic-DR.pdf
FERC Orders to the Midwest ISO - http://www.ferc.gov/industries/electric/indus-act/rto/miso.asp
FinancialTransmissionRights.com - http://www.financialtransmissionrights.com/
2010 ISO/RTO Metrics Report - for all ISOs/RTOs - http://www.isorto.org/atf/cf/%7B5B4E85C6-7EAC-40A0-8DC3-003829518EBD%7D/2010%20ISO-RTO%20Metrics%20Report.pdf
Bylaws - See "Transmission Owners Agreement" (below this section) - Article Two - Section 1 F - starting on page 128 - for bylaws
Transmission Owners Agreement - http://www.midwestmarket.org/publish/Document/469a41_10a26fa6c1e_-6d790a48324a/07-30-10%20TOA%20Baseline%20for%20Posting%20%28ER10-2072-000%29.pdf?action=download&_property=Attachment
Impact of Energy Imbalance Tariff on Wind Energy - The amount of electric energy used by customers is usually not controlled. Utility system operators must schedule generators to provide the electricity needed by customers. Although the amount of energy delivered in an hour is generally controllable with certain precision for conventional generators, the energy actually generated is not always exactly the same as the energy scheduled in an hour. The difference between energy scheduled and actually used or generated is the imbalance energy. The energy imbalance service tariff is designed to discipline the power market by promoting better scheduling and discouraging unfavorable generator operating practices. Because of the variable nature of wind, the difference between predicted and actual generated wind energy is inevitable despite progress made in wind forecasting. It is obvious that an energy imbalance tariff that is designed to penalize generators that intentionally deviate from schedule will have a negative impact on wind energy. In early 2007 the Federal Energy Regulatory Commission (FERC) issued Order 890, which adopted a tiered approach to energy and generation imbalance. This paper summarizes the results of a study that uses actual wind power data collected by NREL and actual hourly energy prices of the Midwest Independent Transmission System Operator to analyze the impact of FERC energy imbalance tariff on wind power. Sensitivities of the results to various components of the imbalance tariff, such as different deviation band widths and penalty stipulations, were simulated, and the effects of improving wind forecasting accuracy were also tested. The study shows the design of the penalty for energy deviation has a roughly 2% impact on wind plant revenue. Other factors studied, such as improving wind forecasting accuracy, can somewhat reduce but not eliminate this impact. http://www.EnergyCollection.us/Companies/National-Renewable-Energy-Lab-NREL/Impact-Energy-Imbalance.pdf Also filed at > Wind - Reports & Papers / Markets / MISO / Western Electricity Reliability Council - WECC
Location - Headquarters - Carmel, Indiana
Member of the Midwest ISO - Midwest ISO - for Members and Stakeholders full list - http://www.EnergyCollection.us/Companies/MidwestISO/Members-Stakeholders.pdf
The Power Marketer (PM) Sector - is comprised of a variety of Market Participants with differing business interests, including regulated utilities with power marketing affiliates, full service power marketers who own generation and/or serve load, and power marketers with no assets who only participate in certain financial markets.


2010-06-06-08 MARC Regional Conference - Kansas City - Joyce Davidson Manager, State Regulatory Affairs Midwest Independent Transmission System Operator (MISO) Ms Davidson has over 30 years of experience in the utility industry. Her career started with Indiana Bell Operating Company where she held various positions. She then moved to AT&T Headquarters in New Jersey where her last position was focused on the company's local entry strategy. Ms Davidson then joined the team at the Oklahoma Corporation Commission. During her tenure at the Commission she was the Director of the Public Utility Division and member of the Southwest Power Pool's Cost Allocation Working Group. Her current position as Manager, State Regulatory Affairs with the Midwest ISO causes her to do regulatory information sharing in the states of MO, OH, IA, IL, and PA. She served on several not-for-profit Boards while in Oklahoma. She was an active participant with the National Association of Regulatory Commission's Telecommunications Subcommittee where she served as Chair of the Federal/Legislative Committee.
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Richard Doying (RDoying@MIdwestISO.org); 317-249-5120 (Office); 317-407-2157 (Mobile);
Mr. Doying is responsible for the day-to-day operations of the Midwest ISO reliability, market, and operations support functions, including Real-Time Reliability Coordination; Dispatch and Contingency Reserve Sharing; Day-Ahead, FTR and Resource Adequacy Compliance market functions; Settlements; Tariff Administration and Scheduling; Outage Coordination; Application Support; Data Management; and Market Development and Analysis support. Mr. Doying came to the Midwest ISO in 2002 from PG&E National Energy Group, where he served as director of strategy and new initiatives. His prior career includes service at ICF Kaiser as a project manager in the power sector practice. Mr. Doying earned a bachelor’s degree in geography from the University of California, Los Angeles, and a master’s degree in public affairs - policy analysis, energy and environmental policy from the University of Minnesota.

Mike Evans (mili688@bellsouth.net); 772-232-0750 Home; 404-556-7372 (Mobile);
Former President and Chief Executive Officer - Institute of Nuclear Power. Current Vice-Chairman of the Midwest ISO. Added to Advisory Board Links. J. Michael Evans, Vice Chair Former President and Chief Executive Officer Institute of Nuclear Power Operation, Atlanta, GA J. Michael Evans is a proven executive leader who is especially skilled at initiating corporate governance policies, implementing modern human resource programs, leveraging use of technologies to further corporate communications and encouraging a team-oriented approach to business planning. Mr. Evans is Vice Chairman of the Board and chairman of the Board’s Strategic Planning and Human Resources committees. He joined the Board in March 2005. Mr. Evans is the former president and chief executive officer of the Institute of Nuclear Power Operations in Atlanta, Ga., former president and chief operating officer of Consolidated Edison Company of New York, and a former senior vice president and chief operating officer of Kansas City Power and Light Co. He is also a registered professional engineer and a veteran of the United States Navy. Mr. Evans is a graduate of the senior executive program in international business at the London Business School in London, England. He earned a Master of Business Administration from Rockhurst University in Kansas City, MO; a Bachelor of Science degree in mechanical engineering from the University of Missouri at Rolla. Mr. Evans’ three-year term to the Midwest ISO Board of Directors expires on Dec. 31, 2007.

Richard Kalisch (RKalisch@midwestiso.org); 317-249-5265 (Office); 317-460-6345 (Mobile);
Stephan Kozey (SKozey@MidWestISO.org);
Mr. Kozey's 30+-year career has focused on the electric industry -- rate and regulatory matters, Federal Energy Regulatory Commission jurisdictional matters, power and commodities trading functions, as well as industry mergers and acquisitions and antitrust litigation. During his career Mr. Kozey held various legal positions with electric utilities (PSI Energy and its successor Cinergy, which he left as General Counsel of Cinergy's Energy Commodities Business Unit '92-'00), Associate General Counsel at Potomac Electric Power Company '84-'87), private law firms in the District of Columbia (Skadden, Arps, Slate, Meagher & Flom, '88-'92; Reid & Priest '80-'84, and Dickstein, Shapiro & Morin '76-78) and a state regulatory agency (Public Staff of the North Carolina Utilities Commission '78-'80). Mr. Kozey earned his J.D. degree in 1976 from the Law School of the University of Pennsylvania in Philadelphia. He graduated Magna Cum Laude from Haverford College in Haverford, Pa., where he was elected to Phi Beta Kappa and received a Bachelor of Arts Degree in religion and political science. He is a member of the bar in the District of Columbia, North Carolina, Maryland and Indiana.Governance & Strategic Planning committees. She joined the Board in January 2006. Mr. Curran earned a Bachelor of Science degree in economics from Dickinson College in Carlisle, Pa.

Panel Discussion: Establishing a NERC Comliance Program This panel will discuss how to develop a compliance program, including how to define and prioritize compliance requirements, map requirements to relevant business activities, assign functional responsibility for compliance activities, and implement the system. Panelists: Michael Beer, Vice President, Federal Regulation and Policy, E.ON U.S. Patrick Brown, Manager, NERC and Regional Coordination, PJM INTERCONNECTION John L. Hairston, J.D., CCEP, Chief Compliance Officer/ Manager, Agency Compliance and Governance - DG, BONNEVILLE POWER ADMINISTRATION Jason Marshall, Technical Manager – Standards, Compliance & Strategy, MIDWEST ISO 2009-09-23-25 FERC Compliance Summit - Washington - http://www.infocastinc.com/index.php/conference/fercfall09
Greg Powell (GPowell@MidWestISO.org); 317-249-5430 (Office); 317-697-8859 (Mobile);
Greg has an undergraduate degree in Sociology from Kansas State University and an M.B.A. from the Kellogg School at Northwestern. He brings a wealth of experience to the role and as importantly fits well within the team. He is a bright, seasoned HR leader with solid experience developing an HR function. He has worked as both a generalist and as a specialist in various human resources functions with very well known and respected consumer-oriented companies including Helene Curtis and Spiegel and Sears. Specifically, he has a significant amount of experience having held positions in compensation benefits, diversity, organizational development, employee relations, and recruiting and talent development.
Michael Robinson is Manager of Market Design at the Midwest ISO. He provides expertise in the design and analysis of the markets to be operated by the Midwest ISO, including the imbalance energy, ancillary services, and congestion management markets. He assesses the potential effects of market rules and design features on market performance. He was primarily responsible for crafting the Midwest Market Protocols document during 2003 that formed the basis for the energy markets tariff filed at FERC on 31 March 2004 and conditionally accepted by FERC on 6 August 2004. In addition, the Market Protocols document is the foundation upon which the Business Practices Manuals have been written. He also was part of the team that crafted the rules, business practices and tariff for market-based ancillary service procurement. His major projects currently include developing a resource adequacy construct in the Midwest ISO footprint, and incorporating demand resources into the Midwest ISO markets. Prior to working at the Midwest ISO, Mr. Robinson worked at the CAISO where he helped to develop the comprehensive market redesign proposal (MD02) for the CAISO markets that was filed at FERC in 2002. He did his undergraduate work in mathematics and economics at Williams College and graduate work in economics from Stanford. He races BMX and races sculls in his spare time.
Presenter at 2010-11-30-03 Grid Interop - Chicago
Lori Spence (LSpence@MidwestISO.org);
LinkedIn - http://www.linkedin.com/pub/lori-spence/1/797/2bb *
IIW is an alternative methodology for revenue requirements recovery proposed by the MISO and currently under review by the OMS CARP and the RECB stakeholder group. The IIW methodology is under consideration for projects that meet yet to be determined inclusion criterion. Conceptually, this methodology is under consideration to address the transmission overlay being designed to deliver large quantities of wind and other renewables as the result of state renewable mandates. The IIW method would charge users for both sources (imports, generation) and sinks (load, exports) use of the transmission grid, thereby allocating the annual revenue requirement to all users and beneficiaries on a pro-rata basis. While the proposal is far from complete, discussions have focused on revenue requirements allocated in multiple "buckets" such as regional (MISO footprint); sub-regional (Western, Central, and Eastern planning regions); and local (pricing zone) layers based upon engineering studies and that the charges for their use would allocated accordingly. MISO has a July 15, 2010 deadline from FERC to propose additional revisions to its current transmission cost-allocation methods. In particular, MISO must revisit the current generator interconnection aspects of RECB. In addition, MISO must identify a more comprehensive proposal to address the integration of significant amounts of renewable generation. Cost allocation for transmission is being explored in the MISO footprint under two - parallel processes: MISO's Regional Expansion Criteria and Benefits (RECB) and OMS' Cost Allocation and Regional Planning (CARP, see above) group. Both groups recently voted to go forward with MISO's IIW proposal, although the RECB group was more resistant to the concept. EEI-MISO members are interested in MISO's plans for the IIW proposal in light of these votes.
Congressional consideration of legislation regarding interconnection-wide transmission planning spurred utilities and grid operators to begin voluntary efforts on coordinated planning. Last April, PJM initiated a meeting which resulted in formation of the EIPC, a collaboration of Planning Authorities in the Eastern Interconnection (PJM, MISO, ISO- NE, NY-ISO, TVA, as well other public and private entities) led by David Whiteley, under contract to PJM. By analyzing existing transmission plans and scenarios based on policy options determined by state/federal policymakers and stakeholders on an interconnection-wide basis through an open, inclusive stakeholder process, the EIPC proposes to inform the existing regional planning processes to address transmission· needs. The scenario analyses presently contemplated by the EIPC will address "big picture questions" such as large-scale wind integration,. demand-side management and the impact of carbon prices. Major open issues are the governance of theEIPC and the role of the Transmission Owners that are RTO members in that governance. EIPC discussions have been closed to those who are not NERC Planning Authorities. EIPC has applied to DOE for funding for regional transmission planning under the Recovery Act. The Eastern Interconnection States' Planning Council (EISPC), a National Association of Regulatory Utility Commissioners group consisting of 39 states and the District of Columbia, also submitted a proposal. On December 18th DOE awarded the EIPC $16 million and the EISPC $14 million.
MTEP is the annual long-term umbrella transmission project plan for the MISO footprint developed by MISO planning staff in collaboration with the transmission owners and other stakeholders I accordance with FERC Order No. 890 planning principles. Member experts on the MISO Planning Subcommittee propose local plans that are rolled into a stakeholder input process which the Midwest ISO then rolls into a comprehensive regional pi . Currently, the MTEP identifies cost effective reliability, economic, and gene tor interconnection projects to address reliability matters and increased trading opportunities.
RECB is the criteria used by MISO to justify transmission projects to be built and allocate the costs among MISO members. Allocation is based on OMS principles, which provide that cost causers and project beneficiaries should bear the costs, and was developed by the RECB Task Force, a MISO stakeholder group. REGB I addressed transmission expansion stemming from reliability requirements, generator interconnection and load growth. REGB II addressed "Regionally Beneficial Projects" with economic or market efficiency benefits. REC~ III (still under discussion) recognizes that RECB I and II have unintended consequences associated with the cost allocation of network upgrades to address locationally constrained renewable generation. Phase I addressed generator interconnection issues, Phase II is addressing upgrades required to access remote wind resources and revisiting Phase I protocols, and Phase III will address any unintended consequences of other transmission expansions.
RGOS is a MISO study resulting from interconnection queue reform efforts intended to examine integration of short and long-term planning processes by analyzing different generation and transmission planning scenarios. RGOS I involved development of a 5 to 15 year transmission plan for meeting state-mandated renewable portfolio standards in Illinois, Minnesota, Wisconsin and Iowa. RGOS II (which began May 14th) is intended to develop alternatives that consider the state· renewable portfolio goals of Illinois, Minnesota, North Dakota and South Dakota while still serving load in Missouri, Illinois, Indiana, Michigan, Ohio and Pennsylvania.
UMTDI was initiated by the governors of Iowa, North Dakota, South Dakota, Wisconsin and Minnesota in order to develop Midwestern wind resources. The initiative is focused on the transmission needed to meet the UMTDI state renewable standards or goals and the cost allocation of those transmission upgrades by identifying cost-effective transmission facilities in order to facilitate renewable energy generation resources development while maintaining transmission reliability, and to develop an equitable cost-sharing methodology.
Order No. 2003 requires that interconnecting generators initially fund 100% of interconnection-related network upgrades and receive reimbursements through credits against transmission service charges during commercial operations, but allowed ISO/RTOs to propose alternative procedures. MISO's REGB I protocol provided for the refund of 50% of the network upgrades needed for generation interconnection. For facilities rated 345 kV or more, 20% of the 50% repayment to interconnection customer would be allocated to all MISO pricing zones (footprint wide postage stamp rate) and 80% of the 50% allocated to a specific zone (or zones) based on Line Outage Distribution Factor (LODF, a statistical methodology). For facilities less than 345 kV, the entire 50% portion of the repayment will be allocated to a zone (or zones) via the LODF methodology. Subsequent to the approval of the RECB I tariff, ATC, ITCTransmission, ITG Midwest and METC obtained approval to reimburse the generators 100% and charge the local load for the amount not allocated under the RECB I protocol. However, the large number of wind interconnection requests--combined with the fact the LODF methodology tends to allocate payments to the immediate transmission pricing zone--resulted in MISO stakeholders with large amounts of wind generation in their footprint saddled with disproportionate repayment amounts. Those MISO stakeholders responsible for the repayments communicated to MISO that they would have to withdraw from MISO, resulting in MISO filing an interim proposal with FERC. Under MISO's RECB III Phase I protocol, the Interconnection customer bears 100% of costs up to 345 kV, 90% of the costs of 345 kV and above with the remainder recovered on a system-wide basis. This protocol is not applicable to the ATG or the ITC companies. FERC accepted MISO's proposal on an interim basis and directed MISO to file revisions to their Phase II cost allocation methodology by July 15, 2010.
Company page link - https://www.midwestiso.org/Planning/Pages/RegionalGenerationOutletStudy.aspx
Member States needed a plan for identifying and developing regionally coordinated transmission projects. To help meet their needs, RGOS study objectives included: Analyzing and planning for each state’s renewable portfolio standards. Setting goals for meeting load-serving entities’ renewable portfolio standards. Balancing distribution of wind zones to consider local desires, optimal wind conditions and distances from load. Providing consumers with energy solutions at the least-possible cost. Identifying transmission expansion starter projects.
The footprint of the Midwest ISO falls within the boundaries of the Midwest Reliability Organization, ReliabilityFirst Corporation, and SERC Reliability Corporation, and these standards all apply.
Midwest ISO's Resource Adequacy Construct - An evaluation of Market Design Elements - by The Brattle Group - 2010-01-19 - http://www.EnergyCollection.us/Companies/MidwestISO/MISO-Resource-Adequacy.pdf
Midwest ISO's Resource Adequacy Construct - Planning / IRPs / Capacity - Reports & Papers - by The Brattle Group - Midwest ISO - 70 pages - 2010-01-19 - The Midwest Independent System Operator (MISO) has commissioned The Brattle Group to conduct an independent assessment of its resource adequacy construct. This assessment evaluates the progress MISO has made in developing and implementing its resource adequacy construct, including the extent to which MISO has met the goals set forth in its year 2009 Incentive Plan. It also evaluates the merits of the market design and identifies opportunities for improvement. http://www.EnergyCollection.us/Companies/MidwestISO/MISO-Resource-Adequacy.pdf
Stakeholder of the Midwest ISO - Midwest ISO - for Members and Stakeholders full list - http://www.EnergyCollection.us/Companies/MidwestISO/Members-Stakeholders.pdf
Citizens Action Coalition of Indiana - Company website - http://www.citact.org
Izaak Walton League of America -
Energy & Meteo Systems - Wind - Companies - offers innovative services and developments around the integration of renewable energy sources into the power supply. With our ground-breaking technological know-how in the area of energy meteorology, we process meteorological data into useful informational and prediction products for the energy community. By doing so, we meet the market's demand for reliably calculated predictions of the electric grid input from renewable energy sources – as well as making a valuable contribution to the scheduling of a power plant for energy providers. Company website - http://www.energymeteo.de/. The Midwest ISO is using them for wind forecasts - the contact name is Gaia-Wind - Johhnnie Andringa, Managing Director, 44 (0) 7798-661-2765, johnnie.andringa@gaia-wind.com