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6.6. ERMUSR 01-11-2005/j Elk River -~-~ Municip al Utilitie s 13069 Orono Parkway Elk River, MN 55330 January 3, 2005 To: Elk River Municipal Utilities Commission Jerry Takle ,1im Tralle John Dietz From: Bryan Adams Subject: Electric Utility Issues phone: 763.441.2020 Fax: 763.441.8099 Enclosed are two articles that deserve your attention. The first is CapX 2020 Interim Report, drafted by Great River Energy, Minnesota Power, Missouri River Energy Services, Otter Tail Power Company, and Xcel Energy. This report addresses the generation and transmission need and costs for the State of Minnesota to get us to the year 2020. The other article is APPA's paper titled, "Restructuring at the Crossroads.'' The regional transmission organization (RTO) that have been established have spiraling costs, unaccountable governance structures and using questionable market mechanisms. Our RTO is Midwest Independent System Operation (MISO), which is a break off of Mid- Continent Area Power Pool (MAPP). Great River Energy, who takes care of our transmission needs, .just joined MISO. MISO tariff structure is due to be implemented March I, 2005. Cost of the RTO is increased with no associated increase in benefit, just another layer of bureaucracy. MISO's marginal pricing scheme is very complicated with much room for gaming. COX 2020 INTERIM REPORT' DECEMBER 2004 INTERIM REPORT IDENTIFYING MINNESOTA' S ELECTRIC TRANSMISSION INFRASTRUCTURE NEEDS CAPX 2020 GREAT RIVER ENERGY MINNESOTA POWER MISSOURI RIVER ENERGY SERVICES OTTER TAIL POWER COMPANY XCEL ENERGY ~`_„~ ~TER~a~L m~nnesota powav POWER COMPANY - , RFAT~Ri~ Y" MISSOURI XcelEner RIVER ~- 9Y,,. ~~~^•? I1~~x~'~-g -~~~~4t^'- ENERGY SERVICES' CAPX 2020 INTERIM REPORT DECEMBER 2004 TABLE OF CONTENTS PAGE IDENTIFYING MINNESOTA'S ELECTRIC TRANSMISSION INFRASTRUCTURE 3 NEEDS: AN INTERIM REPORT Future needs 3 Our current system 4 A changed market 4 The CapX 2020 planning effort 5 Preliminary results 6 Next steps 6 CapX 2020 Vision Team members ~ ATTACHMENT A: FORECASTED NEED g ATTACHMENT B: OVERVIEW OF CURRENT TRANSMISSION SYSTEM 10 Current network I 0 Recent trends I 1 Current utility planning process 11 Current regulatory structure 12 ATTACHMENT C: OVERVIEW OF MARKET CHANCES 14 ATTACHMENT D: CAPX 2020 PLANNING EFFORT 16 Red River Valley Study 16 Vision Study 16 A. Base model development 1 ~ ATTACHMENT E: STATE PLANNING AND REGULATORY ISSUES 19 Industry structure 19 Cost recovery 19 Need certification 20 Planning 21 Timing 21 Regional issues 21 Jurisdictional issues 21 ATTACHMENT F: PRELIMINARY RESULTS 23 Study analysis 2~ Initial results 28 2 C.gPX 2020 INTERIM REPORT DECEMBER 2004 IDENTIFYING MINNESOTA'S ELECTRIC TRANSMISSION INFRASTRUCTURE NEEDS: AN INTERIM REPORT Minnesota's electric transmission infrastructure-a network of high voltage transmission lines of 230 kilovolts and higher-requires major upgrades and expansion over the next 15 years to support customers' growing demand for electricity. To ensure the backbone transmission system is developed and available to serve these growing needs, the five largest Minnesota transmission-owning utilities initiated the CapX 2020 project. CapX 2020 is short for Capital Expenditures by the year 2020. CapX 2020's mission is to: ^ Create a joint vision of required transmission infrastructure investments needed to meet growing demand for electricity in Minnesota and the region; and ^ Work to create an environment that allows these projects to be developed in a timely, efficient manner, consistent with the public interest. Great River Energy, Minnesota Power, Otter Tail Power Company and Xcel Energy jointly formed CapX 2020 in the summer of 2004; Missouri River Energy Services subsequently joined this effort, and other investor-owned utilities, cooperatives, and municipal utilities have been following the initiative. This Interim Report presents our work to date. Its purpose is to create awareness of the significant need for new transmission investment, to inform stakeholders of our study efforts underway, and to begin a public dialogue on transmission issues. We present this report in the following sections: ^ Our future needs, presenting forecasts of customer demand over the next 15 years. ^ Our current system, outlining the characteristics and capacity of our current backbone transmission system. ^ A changed market, describing how management of the transmission network operates under federal reforms. ^ The CapX 2020 planning effort, providing an overview of our CapX 2020 study. ^ Our preliminary results, presenting our findings to date. ^ Next steps, discussing the continued planning effort and inviting stakeholder dialogue. FUTURE NEEDS A robust bulk electric system supports our national and state economies. Data from the U.S. Department of Energy's Energy Information Administration (EIA) show a parallel between the nation's gross domestic product (GDP) and electricity sales.' As the GDP increases or decreases, so does electricity demand. ~ (ht,tp_!/y~ww cia,dc~_egav/<~iai ac.g%e_lectricty_.html). CaPX 2020 INTERIM REPORT DECEMBER 2004 Utility resource planners foresee continuing growth in the state's population, economy and demand for electricity. Through 2020, Minnesota electric utilities predict an annual average growth in our customers' demand for electricity of 2.49 percent,2 far above the national forecast of 1.8 percent per year. ~ Meeting this increased demand is expected to require an additiona16,300 megawatts of generating capacity. To provide context for this amount, the largest generating station in Minnesota -the Sherburne County (Sherco) plant near Becker - provides a total of approximately 2,300 megawatts of generating capacity. In addition to the projected increased need for electric generating capacity, customers' demand for power quality has increased. Sophisticated electrical equipment and new business customers, such ashigh-speed data processing centers, require highly reliable electricity service. To meet these requirements, transmission and distribution infrastructure must be designed to meet increasingly higher power quality standards. CapX 2020 provides further background and detail regarding customer requirements and projected demands in Attachment A. DUR CURRENT SYSTEM Designed and built in the 1960s and `70s, the high voltage transmission facilities (230 kilovolts and above) act as the supporting structure, or backbone, of the bulk electric system, moving electricity from power plants to load centers. The system is designed to maintain reliability even when faced with various contingencies that arise due to weather or other factors that temporarily may remove a particular transmission facility from service. The majority of these facilities were built in the 1970s, with the last of this class built in connection with construction of Unit 3 at the Sherco power plant, which began operating in 1987. Utility planners historically designed the regional transmission grid with sufficient capacity and network capability to support the system and meet long-term growth requirements. The grid has served Minnesota well; since 1987, only shorter, lower-voltage transmission lines have been built, typically to meet local, load-serving needs. Attachment B contains additional information regarding our current transmission system, planning processes and regulatory structure. A CHANCED MARKET Thirty years ago, when the transmission backbone was designed and built, the region's electric utilities jointly planned the addition of new generation and transmission facilities. In 1992, Congress deregulated the wholesale electric power supply industry, making generation a competitive market while still regulating transmission facilities as the nation's electric z Demand studies include information from the following utilities: Alliant Energy, Great River Energy, Dairyland Power Cooperative, Minnesota Power, Missouri River Energy Services, Otter Tail Power Company, Southern Minnesota Municipal Power Agency/Rochester Public Utilities and Xcel Energy. s EIA, growth in electric sales for 2002-2025 (htt~://_w_ww_eia doc_gqv/oiaf/aeo/e_lectrici~_html) 4 CaPX 2020 INTERIM REPORT DECEMBER 2004 highway system. A subsequent series of initiatives by the Federal Energy Regulatory Commission (FERC) has provided further change to industry structure. As a result, the way the electricity industry operates has changed considerably. A key change is the functional separation of transmission from generation to ensure equal access to the grid, which the FERC mandated in 1996. The upshot of this change is that generation and transmission planning must now be performed separately and in a nondiscriminatory manner; transmission planning and development must be prepared to meet the needs of all regional market participants rather than just those of the individual utility or specific generation resource type. Attachment C provides an overview of these changes, including the transition to regional transmission organizations. THE CAPX 2020 PLANNING EFFORT It is clear that our current transmission network will be unable to accommodate the required new generation and increased customer demand without significant upgrades and new facilities. To identify projects needed to meet customer needs well into the future, CapX 2020 has undertaken two technical studies on major transmission facilities needs in Minnesota: the Vision Study and the Red River Valley Study. We expect both to be completed in May 2005. The Vision Study will outline key infrastructure improvements needed to meet future needs under a variety of possible scenarios. Our planners are considering various potential scenarios of generation development to determine what system investments will be required regardless of location of new power plants. With this study, we will identify projects that will meet our customers' and the region's needs. Our goal is to identify the next major transmission backbone investments required to ensure a robust network capable of accommodating growth and providing continued reliable service well into the future. Transmission investments of this magnitude take several years; therefore, the planning process for meeting these needs has begun. The Red River Valley Study focuses on near-term transmission needs to address known transmission reliability issues in west-central Minnesota. CapX 2020 undertook the Red River Valley Study to build on a recent study by utility transmission planners that revealed this area to be the most immediately vulnerable. Studies show that within the next three years, low voltages along with potential voltage collapse could occur during winter peak conditions. Additionally, the study will address reliability issues in central Minnesota. While more local in nature, this study will produce detailed information capable of supporting a certificate of need for the projects found to be most appropriate. Concurrent with these technical studies, CapX 2020 is reviewing state processes to determine whether they are able to support development of the required transmission infrastructure in a timely, efficient manner, consistent with the public interest. In particular, CapX 2020 is reviewing current approaches to certification and cost recovery, while also evaluating industry structure, routing and jurisdictional issues. CapX 2020 is committed to working to create an environment that allows needed transmission infrastructure additions and CAPX 2020 IN'7ERIM REPORT DECEMBER 2004 improvements to be developed in a timely, efficient manner consistent with the public interest. Attachment D provides more detail on these technical studies, while Attachment E summarizes our on-going review of state planning and regulatory issues. PRELIMINARY RESULTS Preliminary results from these studies show that the current transmission system will not support the forecasted need for new generation facilities to meet projected customer demand. Absent new investment in transmission facilities, our preliminary analysis anticipates significant line and equipment overloads by 2020, assuming customer requirements develop as projected. These overloads occur under even the most optimistic scenario that has all major transmission lines and equipment in service. Many more overloads occur when other facilities must be removed from service because of storm damage, for routine maintenance or for any other reason. Under the Vision Study, we are considering several possible scenarios of generation development and the transmission additions needed to serve each. Comparing the resulting plans will allow us to identify the projects needed to reinforce the grid regardless of how generation develops. All told, the study is examining approximately 3,300 miles of additional transmission facilities with an estimated cost of $2.7 billion. While all of these facilities may not be needed to address the customer needs in 2020, CapX 2020 believes it is important to identify for stakeholders the magnitude of investment and projects under review. Preliminary findings from the Red River Valley study recommend short-term upgrades to ensure reliability in the near future and along-term system solution. While work has already begun on many of the short-term upgrades, the best long-term alternative includes a new 345 kilovolt line from Fargo, N.D., to St. Cloud, Minn., and a 230 kilovolt line from Bemidji, Minn., to Grand Rapids, Minn. Our further study will confirm whether this project is still the best long-term solution. NEXT STEPS CapX 2020 is committed to making the necessary investments to upgrade the grid that delivers power to customers. We agree now is the time to strengthen the electricity system's backbone, before new power plants are constructed and in time to meet customer needs. Our next steps include: ^ Completion of the technical studies in May 2005. ^ Dialogue with policymakers and stakeholders regarding the CapX 2020 studies and state process issues. ^ Outreach to other transmission providers to share information and collaborate on solutions. 6 CAPX 2020 INTERIM REPORT DECEMBER 2004 Minnesotans will require access to new generation facilities to meet projected growth. They will need a robust transmission system, one that can provide service reliably into the future, to support the new generation facilities. To meet these needs, significant transmission line upgrades and new transmission construction will be required over the next 15 years. CapX 2020 understands these needs and believes planning and construction must be done wisely, serving the public interest through a deliberate process that includes all stakeholders. We look forward to working with stakeholders to ensure these objectives are met. CAPX 2020 VISION TEAM MEMBERS Will Kaul Vice President, Transmission Great River Energy Elk River, Minnesota ww=w.~~reatriverener~o.cc~m Tom Ferguson Vice President, Power Delivery and Transmission Minnesota Power Duluth, Minnesota ~x-ww.n7n~ower.com Raymond J. Wahle Director, Power Supply and Operations Missouri River Energy Services Sioux Falls, South Dakota www.mrencr~,-~~on~ Rod Scheel Vice President, Asset Management Otter Tail Power Company Fergus Falls, Minnesota w-~~u.otpco.coi~~ :- - Doug Jaeger Vice President, Transmission, Safety & Technical Training and Don Jones Director, Transmission Asset Management Xcel Energy Minneapolis, Minnesota ~~~-w.zcclener~~~n.corn CAPX 2020 INTERIM REPORT DECEMBER 2004 Attachment A FORECASTED NEED Utilities constantly assess how much customer demand for electricity will grow each year and what their generation and transmission capacity must be to ensure a reliable, low-cost, adequate supply of electricity. Most Minnesota utilities calculate their future demand and describe the ways they plan to meet that demand in the resource plans filed with and reviewed by the Minnesota Public Utilities Commission (PUC) every two years. Resource plans include a utility's 15-year load forecast, its forecast for demand-side management impacts-those load management and conservation programs used to reduce peak demand, encourage energy conservation and improve energy efficiency-as well as how they are meeting other regulatory and legislative requirements. Resource plans are available to the public from the Minnesota PUC. Many utilities also make theirs available on their Web sites. In addition, Minnesota utilities annually submit reports of their estimated load and capability -how much electricity their customers will demand in the future and what generation facilities they will use to meet that demand - to the North American Electric Reliability Council (NERC) through the Mid-Continent Area Power Pool (MAPP). Through this submission, NERC assesses whether enough electricity is available to meet customer demand during the next season. This report is available on the MAPP Web site at www.mapp.org. Like resource and generation planning, transmission planning begins with a projection of future customer needs. To this end, the CapX 2020 technical team chose the MAPP 2004 Series, 2009 summer peak model, as the base model to begin scaling loads to the anticipated 2020 load level. To accurately mode120201oads, the technical team used individual company load growth from the 2004 MAPP Load and Capability Report for the following company control areas: Alliant Energy (west), Xcel Energy (north), Southern Minnesota Municipal Power Agency, Otter Tail Power Company (includes Minnkota Power Cooperative and Missouri River Energy Services) and Dairyland Power Cooperative. Minnesota Power and Great River Energy's loads were scaled based on their most recent resource plan filings. Table 1 shows the CapX 2020 technical team's projection of future customer needs. 8 COX 2020 INTERIM REPORT DECEMBER 2004 Control area 2009 load level (2004 MAPP Series) me awatts Yearly growth rate % Calculated 2020 load level me awatts ALT (West) 3265.3 1.60% 3888.2 Xcel Energy (North) 9632.6 2.68% 12885.1 MP 1507.3 1.70% 1814.4 SMMPA/RPU 330.0 2.70% 442.4 GRE 2833.5 3.05% 3894.0 OTP/MPC/MRES 1677.2 2.70% 2248.3 DPC 954.7 2.60% 1266.2 Total 20200.6 Ave. = 2.49% 26487.8 Table 1 Thus, electricity use in Minnesota will continue to increase even with consistent investment in energy conservation programs. As shown, Minnesota utilities' forecasts project an average annual growth rate of approximately 2.5 percent through 2020. Based on this growth rate, nearly 6,300 megawatts of new generation will be needed to serve Minnesota customers by 2020. 9 CAPX 2020 INTERIM REPORT DECEMBER 2004 ATTACHMENT B OVERVIEW OF CURRENT TRANSMISSION SYSTEM CURRENT NETWORK Minnesota's electric transmission system is part of a regional transmission grid operated in coordination with other interconnected transmission systems throughout the Upper Midwest and the entire Eastern United States. The system is managed by regional organizations and control centers that are staffed 24 hours a day, 365 days a year. Although it originally was designed to reliably deliver power to major electric load centers, such as the Twin Cities metropolitan area, Duluth, Mankato, Rochester, and St. Cloud -and to interconnect utilities so they could back up each other during emergencies -the transmission grid now must do much more. It acts as a regional "highway," providing the physical link between sellers and buyers, facilitating an ever-increasing number of transactions among an increasing number of market participants and over increasing distances. At the same time, the grid continues to serve a critical reliability role. Diagram 1 provides a simplified overview of the electric system. The load-serving transmission system delivers power from the bulk transmission system to distribution substations. 1 ~, ~~~,:A t 3; T t. r„ ~' ~~ The bulk transmission system delivers power from power plants to the load- serving transmission system. .~- Local utilities use distribution power lines to transport electricity to neighborhoods. Diagram 1 10 C.4PX 2020 INTERIM REPORT DECEMBER 2004 RECENT TRENDS According to the May 2002 National Transmission Grid Study by the U.S. Department of Energy (DOE), investment in new transmission facilities declined steadily nationwide for the previous 25 years while growth in demand and additions of new generation have continued. Further, the DOE study states that this disparity between the demand for electricity and the capacity to transport it shows no sign of abating. According to the DOE study, "Construction ofhigh-voltage transmission facilities is expected to increase by only 6 percent (in line miles) during the next 10 years, in contrast to the expected 20 percent increase in electricity demand and generating capacity." Minnesota and the surrounding region are not exceptions to this trend. Since 1980, demand for electricity in Minnesota has grown steadily at a rate of 2.64 percent annually. While the current grid has accommodated this growth and generally is adequate to meet today's needs, this increase in volume has used most of the system's spare capacity. Utilities have made modest system improvements and investments to meet basic load serving and reliability requirements and optimize the transmission capacity, but they have not been inclined to undertake major transmission construction projects. CURRENT UTILITY PLANNING PROCESS Today, regional transmission planning is coordinated by the Mid-Continent Area Power Pool (MAPP), a voluntary association of electric utilities and other electric industry participants, and the Midwest Independent Transmission System Operator Inc. (MISO), a regional transmission organization with functional control over all high-voltage transmission facilities. While MAPP and MISO provide overarching regional processes for transmission planning, plans still begin with the individual electric utilities that own and/or operate transmission facilities. Each utility employs transmission planners whose principal responsibility is to ensure the safety and reliability of the transmission system for the benefit of all customers. The planners prepare detailed studies, first assessing present and projected electricity demand and then identifying areas on the transmission system that are increasingly inadequate to serve current and future customers. The planning horizon is generally 10 years. Individual utilities submit their plans to MAPP sub-regional planning groups (SPGs), made up of transmission planners from MAPP member utilities and other stakeholders, including state regulatory agencies and environmental advocacy groups. The SPG process allows utilities to coordinate their plans and collaborate on how best to serve the region. The process considers transmission expansion alternatives, new generation facilities that may be planned for the region, and how additions to the regional transmission system may impact neighboring regions. SPGs invite public participation into the process, explain their findings to the public and consider the public's input into the plan and the best route for the proposed transmission lines. The results are sub-regional plans that are "rolled up" into a MAPP regional plan and incorporated into MISO's overall regional and interregional plans. CaPX 2020 INTERIM REPORT DECEMBER 2004 Additionally, the state of Minnesota has a biennial transmission planning process. Minnesota law requires each electric transmission-owning utility to file a biennial transmission planning report. State rules prescribe the process of soliciting public input into biennial planning reports, including a requirement for public planning meetings in different parts of the state. CURRENT REGULATORY STRUCTURE Regulatory oversight of transmission occurs at several levels and by different regulatory bodies, including: ^ The Federal Energy Regulatory Commission (FERC), which has authority over interstate transmission and wholesale transmission rates and regulates regional entities such as MISO. ^ Regional transmission organizations (RTOs), such as MISO, which oversee and coordinate regional transmission planning and services to facilitate fair and competitive wholesale markets. ^ Regional reliability councils, such as MAPP, which set protocols for grid operations and standards for reliability. ^ State public utilities commissions, which set retail rates for public utilities and often decide whether new generation and transmission projects are needed. ^ State environmental agencies, which may oversee the new transmission routing. A series of FERC orders during the past five years has dramatically changed the regulatory landscape for electricity transmission. Continued change, such as the transition to MISO's Day 2 Market with use of regional wholesale electricity markets and significantly different pricing for transmission service, is forthcoming. Here in Minnesota, state regulatory authority is vested in several agencies, including: ^ The Minnesota Public Utilities Commission (PUG), which oversees retail utility rates including transmission investment recovery, transmission planning, and need determinations for certain new transmission projects through the state's certificate of need process. ^ The Environmental Quality Board (EQB), which oversees transmission line routing, taking into consideration various environmental issues associated with proposed routes. ^ The Minnesota Department of Commerce (DOG), which is charged to be the primary public advocate in proceedings before the PUG. As such, it investigates and evaluates utility proposals and advances recommendations for the PUC to consider. ^ The state's Reliability Administrator, housed within the DOG, who is charged by law to develop information regarding the need for transmission and work with stakeholders to ensure the continued reliable provision of electric service within the state. ^ The Minnesota Office of Attorney General, which represents residential and small business customers in proceedings before the PUC and also may advance recommendations for the PUC to consider. 12 CAPX 2020 INTERIM REPORT DECEMBER 2004 State laws and rules govern the processes used by these agencies. In 2001, the Minnesota Legislature adopted a number of changes to the governing statutes in an effort to streamline the regulatory processes over transmission. Both the PUC and EQB undertook rulemaking to implement these statutory changes, the last of which was just recently completed. To date, these new processes have not been significantly used or tested. 13 CAPX 2020 INTERIM REPORT DECEMBER 2004 ATTACHMENT C OVERVIEW OF MARKET CHANGES The federal policy changes of the early 1990s designed to open access to wholesale electricity markets caused significant changes in operation of the transmission grid and led to creation of regional transmission organizations (RTOs). In 1996, the Federal Energy Regulatory Commission (FERC) mandated that electric utilities offer "open access" to their transmission systems. Since 2000, the FERC has strongly encouraged all of its jurisdictional utilities to join RTOs and to transfer to the RTO functional control of the utilities' transmission assets. Non jurisdictional utilities -such as Minnkota Power Cooperative and Great River Energy -have the option to join an RTO as well, and some have. The Midwest Independent Transmission System Operator Inc. (MISO), which began operations on Feb. 1, 2002, is the RTO for utilities in large parts of the Midwest and Upper Midwest. MISO is developing rules and systems for users to follow in conducting grid operations in accordance with North American Electric Reliability Council (NERC) standards. It operates with stakeholder input and participation under the FERC's overall direction. MISO controls access to and use of the grid for wholesale transactions for its member companies. Most of Minnesota's transmission system now is operated under the oversight of the MISO umbrella organization. Placing functional control of jurisdictional utility transmission assets under MISO was a first phase in FERC RTO policy implementation, which was designed to open up access to wholesale electric energy markets. The second phase is to establish an energy transaction market that allocates transmission access based on economic signals rather than physical line-loading procedures. This second, market-based phase of MISO RTO implementation is called the Day 2 Market. MISO has announced its intention to begin operating a Day 2 market on March 1, 2005. This market will allow MISO to manage congestion on the wholesale electric power system through the use of locational marginal pricing (LMP), which will be the market-clearing price for energy at the location to which the energy is delivered or from which it is received. LMP varies by time and location, based on physical limitations, congestion and loss factors. The Day 2 Market will consist of two key components: ^ Day-ahead energy transactions based on each market participant's forecasted needs and resource availability. ^ Real-time transactions that true-up system-wide supply and demand. Currently, no price signals exist to designate congested or less-congested power delivery routes on the transmission grid. Price signals would encourage market participants to consider the most efficient alternatives to deliver power. Wholesale energy purchase decisions are less efficient than they could be at times under the current system. For 14 COX 2020 INTERIM REPORT DECEMBER 2004 example, a utility may have to buy more energy than it needs to secure a certain transmission route. Another example is that the current system of allocating transmission access also may force cuts to power delivery schedules for established purchases and force a utility to operate one of its more expensive peaking units to meet customer need. The centralized energy market resulting from MISO's operations is designed to allow for more economically efficient use of existing transmission and generation assets. This, in turn, is expected to produce wholesale and retail consumer savings. For more information about MISO and the Day 2 Market, visit the MISO Web site at www.midwestiso.ol~. For more information about FERC initiatives to restructure the electricity industry, visit the FERC Web site at www.ferc.gov. 15 CAPX 2020 INTERIM REPORT DECEMBER 2004 ATTACHMENT D CAPX 2020 PLANNING EFFORT The CapX 2020 technical team is working on two studies: one to address known reliability issues in the Red River Valley and the other to identify adequate transmission additions to meet the future load growth of the utilities that operate transmission within Minnesota. RED RNER VALLEY STUDY The Red River Valley study continues work started in 2001 to address load-serving reliability concerns in northwestern Minnesota. Initial studies indicated that low voltages along with potential voltage collapse could occur during winter peak conditions. These preliminary studies identified short-term upgrades and long-term system solutions. Work has begun on many of the short-terns upgrades, which include reconductoring, transformer change outs and switched capacitor additions. The best long-term alternative in the original study included a new 345 kilovolt line from Fargo, N.D., to St. Cloud, Minn., and a 230 kilovolt line from Bemidji, Minn., to Grand Rapids, Minn. The current study will determine whether these long-term solutions remain the best alternatives to address the load-serving and reliability issues in northwestern and central Minnesota in preparation for a certificate of need. The study will involve gathering present load data for the region and performing asteady-state power flow analysis and voltage stability analysis to determine how serious the problem is. The timeline for completing the Red River Valley study is in Table 2. Task Schedule Model preparation 9/27/04 - 12/9/04 Power flow analysis 12/9/04 - 1/17/05 System improvement analysis 1/17/05 - 3/17/05 Misc. items (economic losses, etc.) 1/18/05 - 4/11/05 Stability analysis 3/17/05 - 4/27/05 Table 2 VISION STUDY A parallel study will determine transmission needs in Minnesota and the surrounding area to meet the anticipated load growth in the region and the corresponding new generation needed to serve the load. This study will identify transmission solutions that address anticipated load in the year 2020. It also will develop a transmission plan that can address a variety of generation scenarios in the region. 16 CAPX 2020 INTERIM REPORT DECEMBER 2004 A. BASE MODEL DEVELOPMENT The CapX 2020 technical team chose the MAPP 2004 Series, 2009 summer peak model, as the base model to begin scaling loads to the anticipated 20201oad level. To accurately model 2020 loads, the technical team used individual company load growth from the 2004 MAPP Load and Capability Report for the following company control areas: Alliant Energy (west), Xcel Energy (north), Southern Minnesota Municipal Power Agency, Otter Tail Power Company (includes Minnkota Power Cooperative and Missouri River Energy Services) and Dairyland Power Cooperative. Minnesota Power and Great River Energy's loads were scaled based on their most recent resource plan filings. The results are in Table 3. Control area 20091oad level (2004 MAPP Series) me awatts Yearly growth rate % Calculated 2020 load level me awatts ALT (West) 3265.3 1.60% 3888.2 Xcel Energy (North) 9632.6 2.68% 12885.1 MP 1507.3 1.70% 1814.4 SMMPA/RPU 330.0 2.70% 442.4 GRE 2833.5 3.05% 3894.0 OTP/MPC/MRES 1677.2 2.70% 2248.3 DPC 954.7 2.60% 1266.2 Total 20200.6 Ave. = 2.49% 26487.8 fable 3 17 CaPX 2020 INTERIM FEPORr DECEMBER 2004 Diagram 3 shows the geographic boundaries of the load being scaled in the study. ~'~ %' ,. ~~ :% ~; '\ ti_ ~~~ °~ './ ~~ / 1' / r~ ,. ~.-, ;t E Diagram 3 18 CAPX 2020 INTERIM REPORT DECEMBER 2004 ATTACHMENT E STATE PLANNING AND REGULATORY ISSUES To determine whether current regulatory processes can facilitate the implementation of needed transmission, CapX 2020 is undertaking a review of Minnesota statutes and rules. This effort is intended to determine whether any change would be appropriate to these processes to ensure: ^ Reliability. ^ That timely additions and upgrades to the transmission grid can be implemented to deliver needed energy and capacity. ^ Compliance with state policies, such as a good faith effort to meet the Renewable Energy Objective. ^ Access to generation and markets to lower the costs of electricity for customers. ^ Consistency with the current regulatory landscape, given significant changes at the federal and regional level. We present a brief summary of the various issues under review. INDUSTRY STRUCTURE As previously noted, significant changes in the industry are underway with the evolution and implementation of regional transmission organizations (RTOs), and the need for significant new transmission investment is great. It is appropriate to consider different approaches and opportunities presented under the RTO structure that may help facilitate the significant investments that will be required. It is possible that investment by individual utilities at the levels anticipated to be required under this effort is not the most efficient or cost-effective approach available and all reasonable possibilities should be explored. COST RECOVERY Utilities recover investment in transmission through retail and wholesale rates. Investor- owned utilities' retail rates are regulated by the Minnesota Public Utilities Commission (PUC), while rates of cooperative and municipal utilities are set by their local regulatory/governing bodies. Rates for investor-owned utilities' transmission services to small utilities, such as municipal utilities, are regulated by the Federal Energy Regulatory Commission (FERC). For investor-owned utilities, recovery of transmission investments generally requires the utility to file with the PUC a general rate case after construction is completed and the transmission lines are in service. General rate cases are 10-month, contested-case processes where all utility costs are reviewed for appropriateness of cost recovery. Rates set in this process would recover all prudent transmission investments, including those made since the time of the last rate case. (The one statutory exception to this process applies to Xcel Energy and allows direct recovery of transmission investments needed to accommodate mandated renewable energy.) 19 CAPX 2020 INTERIM REPORT DECEMBER 2004 Some concerns with the current cost recovery process exist. They include: Required investments not large enough to drive a general rate proceeding; cost recovery can lag investment. Transmission investments account for approximately 7 percent of total utility costs, so by themselves they do not justify the time and expense of a general rate case proceeding. However, planning, certification and routing proceedings -and ultimately construction and operation of new transmission projects -can require significant investments prior to cost recovery. Until a general rate case is filed, the costs of incremental transmission investments are incurred by the utility but not recovered in rates. This "regulatory lag" provides a disincentive for significant transmission investment. Cost recovery at authorized returns may not be sufficient to encourage large-scale undertakings with attendant risks ofnon-certification of facilities or lengthy, contentious proceedings. The Federal Energy Regulatory Commission (FERC) considers returns to appropriately compensate for investments in transmission, recognizing the nature of these investments. In contrast, state regulation uses a single rate of return to compensate for all electric utility investments -generation, transmission, distribution, customer service and other costs. A single return may not appropriately compensate for the risks associated with large-scale transmission investments, given their unique nature. Current recovery mechanisms do not encourage appropriate decisions between generation and transmission investments. To some extent, additional generation and transmission are substitutes for each other. In some cases, transmission investments may allow for acquisition of distant resources that can more cost effectively meet customer needs, provide a robust grid, or otherwise strengthen access to markets that help with effective functioning of the wholesale energy markets. Current regulatory and cost recovery mechanisms, however, can favor investment in generation as opposed to transmission, as costs are more likely to be promptly recovered for generation investments. NEED CERTIFICATION The criteria for determining whether a proposed transmission facility qualifies for a certificate of need address a variety of issues. These criteria were established by statute in the 1970s, prior to the recent changes in the use and oversight of the transmission grid and do not specify any particular weighting. These criteria should be reviewed in light of today's environment, as reliability, access to markets and the robust functioning of a wholesale market may be appropriate additional criteria to consider. Such a review should consider whether to add regional considerations to the state's decision-making, as some transmission investments may not be required to specifically serve Minnesota load but rather are needed to address regional reliability issues. Further, it may be appropriate to consider assigning weights to the various criteria to ensure that reliability has priority consideration. 20 COX 2020 INTERIM REPORT DECEMBER 2004 PLANMNC The biennial state transmission planning process established by statute in 2001 and governed by the PUC provides increased and early public participation and is intended to promote overall a more expeditious and less contentious need certification process. Certification as part of the biennial process was intended as an expedited alternative to the certificate-of--need process; however, this approach has not been used and may pose more risk and difficulty than advantages. The certificate-of--need process has been used for alarge-scale project only once, in 2003. The new alternative biennial certification process authorized by the 2001 Legislature has not been tested for smaller-scale projects. Nonetheless, given the anticipated significant need for new transmission in the relatively near future, the question is whether current state processes for permitting transmission facilities are properly designed to accommodate needed infrastructure improvements. TIMING The Minnesota certificate-of--need process for transmission requires the PUC to approve or deny a proposal within six months of application (Minn. Stat, 216B.243, subd. 5); the route process requires the Environmental Quality Board (EQB) to decide within 12 months for full process (Minn. Stat. 116C.57, subd. 1) and six months for alternative process (Minn. Stat. 116C.575, subd. 7). Although both regulatory processes identify a time period in which they are to be completed, as a practical matter the statutory deadlines frequently are inadequate to ensure the processes move along to an expeditious conclusion. There are no consequences if the deadlines are missed, and it is impractical for utilities to challenge missed deadlines. Further, some deadlines may be unrealistic (too long or too short), depending on the nature of the project. REGIONAL ISSUES Transmission affects interstate commerce, which is why it is regulated in part by the FERC. Unlike the interstate natural gas pipeline system, however, transmission need and routing decisions are made entirely at the state level. State regulators often are presented with the difficult task of balancing both regional and state needs, while being required to follow only state law. This promotes the state's interest over regional interests. No single forum is charged with looking out for the regional interest. JURISDICTIONAL ISSUES As noted above, two state agencies are involved in Minnesota's permitting processes: ^ The PUC has jurisdiction over certificates of need for any high-voltage transmission line of 100 kilovolts or more and greater than 10 miles or that crosses a state line, and any high-voltage transmission line greater than 200 kilovolts. ^ The EQB has jurisdiction over granting route permits to any high-voltage transmission line greater than 100 kilovolts. 21 CAPX 2020 INTERIM REPORT DECEMBER 2004 State law (216B.243, subd. 4) allows the agencies to conduct joint hearings "when feasible, more efficient, and may further the public interest." So far, joint hearings are used only on non-controversial projects. In addition, FERC rules now require that high-voltage transmission projects be approved through the Midwest Independent Transmission System Operator's (MISO) regional planning process. So the potential exists for conflicts between the MISO regional plan and decisions of the PUC and EQB regarding facilities solely within Minnesota. 22 CaPX 2020 INTERIM REPORT DECEMBER 2004 ATTACHMENT F PRELIMINARY RESULTS The CapX 2020 technical team assumed that the generation modeled in the 2009 summer model would exist in 2020 and would serve the load modeled in 2009. To address anticipated load growth of 6,300 megawatts, the team solicited information from independent power producers (including wind developers), resource planning entities within various organizations, and the Midwest Independent Transmission System Operator's (MISO's) generation interconnection queue. The team mapped the locations of these resources and identified five generation regions: northern Minnesota, North Dakota and South Dakota, southern Minnesota/northern Iowa, Wisconsin and the Twin Cities metropolitan area. These are shown in Diagram 4. Diagram 4 23 CaPX 2020 INTERIM REPORT DECEMBER 2004 Diagram 6 -Minnesota Kias 26 C.4PX2020 INTERIM REPORT DECEMBER 2004 L,a~, au, i - r.as,ern nias Transmission improvements identified in the 2003 Minnesota Biennial Transmission Plan are included in the CapX 2020 base model. The plan is available at www.nlinnclccn•ans.co~li. STUDY ANALYSIS The technical team will test several transmission solutions for each generation scenario and will perform steady-state power flow analysis (first contingency simulations) to determine which transmission solution eliminates thermal overloads on transmission greater than 100 kilovolts in the region. The team also will perform voltage analysis for each of the transmission solutions. The technical team plans to incorporate transmission alternatives identified in on-going studies in conjunction with transmission plans identified by various transmission stakeholders. The goal is to identify transmission improvements that bring remote generation to the load-serving centers in the region and develop an expanded transmission backbone that supports continued load growth in the various load centers. The transmission improvements will focus on high voltage solutions (345 kilovolt lines and 500 kilovolt lines) that best address the various generation scenarios, as shown in Diagram 8. 27 C~sPX 2020 INTERIM REPORT DECEMBER 2004 Diagram 8 -Conceptual transmission INITIAL RESULTS Preliminary analysis by the CapX 2020 technical team on the three generation scenarios has identified a significant number of transmission overloads if no additional transmission is built to serve the projected 6,300 megawatts in new generation needed by 2020 to meet growth in customer demand. The team currently is simulating the loss of single transmission elements to assist in the determination of transmission alternatives to address violations of North American Electric Reliability Council (NERC) criteria (low voltages and overloaded facilities) that would occur. Table 5 shows overloaded transmission facilities in Base 2020 models. 28 CAPX 2020 INTERIM REPORT DECEMBER 2004 Scenario System Intact Overloads Prior Outage Conditions4 Voltage Violations North/West Bias _ 42 142 45 Minnesota Bias __ 42 __ 187 14 Eastern Bias 42 _ _ 197 ___ 33 1-able 5 The schedule for completing CapX 2020 Vision study is shown in Table 6. Task 2004-2005 Schedule Model Preparation 9/27 - 10/29 Power Flow Analysis 11/1 - 12/17 System Improvement Analysis 1/17 - 3/17 Final Report May 2005 1 able b a Outages of individual facilities greater than 150 kilovolts were simulated. 5 Includes the addition of a 345 kilovolt facility from Canada to Minnesota. 29 Restructuring at the Crossroads FERC Electric Policy Reconsidered December 2004 w •~ .• ~~'' American Public Power Association Contents Page ............................................................................. Executive Summary Introduction .......................................................................................... 1 The Public Power Perspective .............................................................. 3 The Public Power Business Model: Sticlcuig to the Basics ............................................................................. .I Public Power Views on Federal Restructuring Policies .............................................................. 6 federal Transmission Policy Must Accommodate Regional Diversity ............................................................ . G Needed "Mid-Course Corrections" in Those Regions with Existing RTOs ......................................................... . 7 1 Loa.d-Serving Z,'tilities Nlusl Be Able to Retain/Obtain Lozzg-Tel°rn "Fzrm" l ransrnission at Known and Reasonable Rates ............................... . 7 1 There 11'lust 13e ~ti7eanin~ul l~~fech.anisms to Get Adecjuate 1 rarisrraission Infrastructure Ijuilt iaz. a Timely Fashion ................... 10 1 RTOs 11-Test 13e Accountable for l~heir Costs ................................... 14 1 RTO Governance Must fie ll~ade Accountable to Electric Consumers' Interests .................................................... 17 1 RTO I~e~~ions Should 119ak~e Sense from a Corrtrnerci~al and Reliability Perspective ......................................... ] S 1 The Botto~nz Line.: RTOs .Should 13e a Eoon to Electric Consumers, Nol a Drag on. Them ................................... 18 ~1'a~~s to Advance Transmission Policy Goals in Regions Without RTOs ............................................................. 19 1 Regional Practices and Institutions that 117ee1 the Needs of Particular Regions Should Be Encouraged ........................ 20 1 Opera Regional Ti~azzsmission Planning Ls Critical artd Can Be Accomplished I~'itho~,tt an RTO ................................. 20 1 Joint Ou,~nership of Generation and Transmission Reduces the Need for RTOs anal Should Be Enrouraged .................. 21 Restructuring at the Crossroads: FERC Electric Policy Reconsidered i Pape Public Power Views on Federal Restructuring Policies (coneinued) 1 IERCF~~joys Si,~~~ficant Authority to .Address fiema.inin~Discrim.ination under the Cu~rre~zt Order 1~'0. 88f~ UriTT Reozone ..................................... ~3 1 FFRC Should Address the Concerns of ~Vetwnrk Service Custome~s ....................................................... 24 1 Generatio~~. !Market Power Must I3e Addressed Tlzrou~h a NerU /l~Tarket-Based Date Policy ..................................... 2~ Conclusion ...........................................................................................26 ii Restructuring at the Crossroads: FERC Electric Policy Reconsidered Executive Summary t is time to take stock of the Federal Energy Regulatory Commission's ("FERC") electric restnicturing policies. APPA believes substantial "mid-course corrections" to FERC's policies are needed to fix existing Regional Transmission Organizations (`RTOs") and to encourage non- RTO alternatives in those regions where RTOs are not likely to Corm. To protect electric consumers, as the Federal Power Act ("FPA") requires, FF;RC should reorient its policies to make sure electric consumers in fact- not just in economic theory-benefit from elects°ic restructuring. FERC should: 1 Ensure appropriate investment in transmission and generation infrastructure; 1 Kecognize and respect regional industry differences and preferences; 1 Encourage cost effective and not overly complex regional solutions; 1 Support rational long-term generation resource arrangements that are in turn supported by long-term transmission service provided at just and reasonable rates; 1 Foster ~~eell-functioning wholesale electric markets; and 1 Ensure that public utility sellers of power at market-based rates charge `just and reasonable" prices. APPA members in RTO regions report substantial, across-the-board problems with spiraling RTO costs, unaccountable RTO governance, and ever-increasing provision of RTO ser~~ces through questionable market mechanisms. These APPA members are unable to obtain or even retain long-term firm transmission service atjust and reasonable rates. This is impairing their ability to enter into the long-term generation resource arrangements thev need to provide reliable and affordable electric sf:rvice to their end-use customers. Because of regional differences and the largely negative experience of APPA members now served by RTOs, many APPA members in non-RTO regions oppose RTO expansion to their own regions. These APPA members believe there are more cost-effective means to provide open access transmission service and to promote market efficiency, including: joint development of regional Open Access Sarne-time Information Restructuring at the Crossroads: FERC Electric Policy Reconsidered iii Systems; regional provision of market monitoring; and development of inclusive regional transmission planning- and expansion processes. Joint ownership of transmission facilities b~- all load-serving utilities in a region can also address many of the transmission access issues RTOs were intended to address. FLKC should also deal with residual discrimination in the provision of transmission sen~ice by clarifying and more vigorously enforcing its Order No. 888 open access transmission regime. Finally, FL- RC must address generation market po~~'cr through a "bottom t.ip" review and update of its~n~arket-based rate police, for both RTO and non-RTO regions. The ability of public utility sellers to charge rnarket- based rates is a privilege conferred under the FP.1, not a right. ~1"here regional wholesale generation markets arc not a~mpetitive, FF:RC must adopt enforceable protective conditions on the market-based rate authorisations of specific public utility sellers, to ensure that rates remain just and reasonable. iv Restructuring at the Crossroads: FERC Electric Policy Reconsidered Restructuring at the Crossroads: FERC Electric Policy Reconsidered Introduction t has been n~,~elve years since Congress passed the Energy Policy Act of 1992. It has been more than eight years since the Federal Energy Regulator}' Commission ("FERC") issued Order No. 888, which fuse encouraged the development of Independent System Operators ("ISOs"). It has been live years since FERC issued Order h'o. 2000 (its rule governing the voluntary formation of `7:egional Transmission Organizations" ("R'TOs") ), and more than two years since it launched its now-moribund "Standard ~~larket. llesign" ("S~~ID") initiative. During that time, h~ERG's policti~ emphasis has changed from ensuring non-discriminatory transmission access to advocacy of RTO-run wholesale electric markets. Electric restructuring has turned out to he a more complex, difficult and uncertain undertaking than moss people imagined when FERC issued Order No. 888. The Western market debacle of 2000-2001, the spectacular flame-out of Enron and the subsequent revelation of its cynical and duplicitous business practices, the massive Northeast-Midwest blackout of August 14, 2003, the increasing and often unstable cost of natural gas used to fuel most new electric generation, the related run-up in long-term power supply pries (often without regard to actual production costs), the ever-increasing costs of RTOs in those regions where they exist, the severe financial distress of so many competiti~'e electric ,generators/marketers, and the resulting entrance of financial institutions and lenders into the generation and po~~-er trading sectors, all illustrate tl~e phenomenon of unintended consequences. There arc currently five up-and-running FEKC jurisdictional ISOs.t With the possible exception of the Southwest Power Pool ("SI'P") region, it is The five arc ISO New England ("'ISO NF."),the Newyork ISO ("N'y'ISO"), the PJ~'I Interconnection ("PJ~'["), the hlid~,~est ISO (";~IISO"),and the California ISO ("CAISO").The ERCO"F ISO in Texas is not FERC jurisdictional, and hence is not included in this discussion. y~Vhile these five entities are organized as ISOs, and FERC has only Iinall~~ approved foi-u~ of their as Order No. 2000-compliant R~I`Os, ~~~e ~~~ill use the term RTOs to refer to all five, both for simplicity's sake and because this is common indusu~y usage. not likely that RTOs will form in the rest of the country in the foreseeable fuuare. The American Public Power Association (".APPA") believes that RTOs are not the only-and in many regions not the best-strucun-e for providing non-discriminatory transmission access. Thus, regional diversity must be acknowledged, and more pragmatic and flexible federal transmission policies i~nplernented to deal vv~th the. reality "on the ground." It is time to take stock of FERC's electric restructuring policies-some of ~~~hicl~t AI'P:~ and its members initially endorsed-and to make badly needed "mid-course corrections" to fix existing RTOs and to encourage non-I2"hO alternatives in those regions ~~here they are not likely to form. A "bottom up" evaluation is needed to ensure [he long-term adequacy of both generation and transmission facilities, in both RTC) and non-RTO regions. Pe~~~ "~ould say that FERC's policies }gave been an unqualified success; many APPA members view them as a failure. APPA fears that a continuation of the "IZTO or nothing" a~~proach and inadequate supervision of existing RTOs will harm consumers and threaten the adequacy of our Nation's <aectric system. FFIZC is charged under the Federal Poker Act ("FPA") ~,~ith ensuring that rates, terms and conditions of service for ~~~holesale electric po~~~er and transmission service are just and reasonable" and not °unduly discriminatorti~." FF,RC needs to examine whether its policies satisfy these statutory requirements and benefit electric consumers-not the independent power producing sector, the existing IZTOs; ISOs, investor- o~~~ned utilities ("IOlis") and their shareholders, or financial institutions. In this paper, _AYP.~~ outlines fundamental policies intended to ensure that electric consumers in tact-not just in economic theory-benelit from 1`ERC's initia[ivcs. It suggests that FIRC reorient its policies to: 1 Ensure appropriate investment in long-lived transmission and generation infrastructure; 1 Recognize and respect regional differences and preferences in the industry; Encourage cost-effective and not overly complex regional solutions that both fulfill FERC's statutory obligations and meet the needs of a region's diverse stakeholders; 2 Restructuring at the Crossroads: FERC Electric Policy Reconsidered 1 Support rational long-term resource arrangements-arrangements that are in turn supported b~~ long-term transmission service obtainable ~~-ith acceptable risk and at just and reasonable rates; 1 Foster well-Functioning wholesale: electric markets that prrn~ide load- serving utilities with cost-effective supply alternatives; and 1 Ensure that sellers ol~ short-term and long-term power supplies charge market-based rates only if the resulting prices are `just and reasonable." The Public Power Perspective Public power utilities were created by state or local governments tp serve t}te public interest. They are not-For-profit entities controlled locally by the people they serve. ~hheir purpose and obligation is to provide reliable and low-cost electric power to their retail and wholesale reduirernents customers, consistent ~~-ith good environmental stewardship, and to do so consistently year after year. Rather than focusing on improving transmission availability through long- term planning and timely investments in transmission facilities, RTOs have.. morphed into vehicles for implementing. centralized markets-for day-ahead and real-time power and ancillary services, and the use of Locational Marginal. Pricing ("LMP") to deal with APYAwas an important part of the coalition that convinced Congress in 1992 to start the process oC opening the transmission network to promote wholesale competition. It was an early and strong supporter of FERC's non-discriminator}' open access transmission policies. APPA also supported the formation of properly structured, cost-effective RTOs, with their promise of independent and non-discriminatory transmission service provided under Open Access "Transmission Tariffs ("OATTs"), regional non-paruaked transmission rates, and regional collaborative transmission planning and constrt.iction processes. APPA did so because it thought. these RTO goals woi.ild benefit consumers. APPA's early optimism, however, has dirnrned, as FERC's RTO policies have increasingly lost sight of these shared goals. tran$missiun COngestlon: Ratlicr than focusing on improving transmission availability through long-term planning and timely investments in transmission facilities, RTOs have morphed into vehicles for implementing centralized markets for day ahead and real-time power and ancillary services, and the use of Locational Marginal Pricing ("LIV'IP") to deal with transmission congestion. Restructuring at the Crossroads' FERC Electric Policy Reconsidered 3 ~toreoyer, :~PP.~ has vie~~~ed ~,vith increasing alarm the busincas strategies that some of our early allies in the open access u-ansmission debates, as well as many of our competitors and wholesale power suppliers, have adopted to rake pecuniary advantage of FERC's policies. "Competition," "restructuring," acid creation of a multitude of "markets" for their o~~~n sake seem to have become the way to higher profits, not the means to lower costs and improve services to coast-irners. New markets and protocols have been implemented without a clear understanding of ~~~hether these measures would in fact. provide real benefits to electric consumers-benefits commensurate ~~~ith the costs and risks that FERC and the industry have asked consumers to bear-or whether they lead to exorbitant profits for some and unstable prices for all. These increased costs and risks have made it. more difficult for public po~ti~er systems to serve their own customers ~,~ith reasonably priced and reliable po~1•er. They have also resulted in substantially higher poorer prices in long-term bilateral markets, prices that seem to bear little relationship to sellers' actual costs. The Public Power Business Model: Sticking to the Basics Because they are locally owned and controlled, the interests of public power systems are necessarily aligned with the long-term interests of their respective customers and cornrnunities. Public power utilities embrace their obligation to serve their local communities, and have pursued vertical integration (accomplished in a variety of ways) as the most efficient and effective means to do so. Some systems, particularly tl~~e larger ones, are Cully integrated. They own and operate the facilities necessary to provide electric service to retail customers. Many others arc "virtually° vertically integrated-they have conu-act and tariff arrangements under which they buy transmission service fi-om others and join together through municipal joint action agencies to o~~~n or procure generation. Still others are distribution utilities that purchase full requirements-type encrgry and u~ansmission service from larger utilities. Collectively, public power s}'stems are net buyers oCwholesale power. A wholesale power market that „corks is thus critically important to them. 4 Restructuring at the Crossroads: FERC Electric Policy Reconsidered Public power systems ha~'e long planning horizons and a low tolerance for risk and price volatility. In order to scree their customers reliably and economically, they are required to make long-teen investments and contractual commitments. Public power s}-stems look for policies that respect long-term contractual arrangements and keep the cost of capital low by reducing the risk incurred as a result of such commitments. This "stick to the basics" business model has served public power and its customers well during the past few years, as was ver}~ apparent during the California energry crisis. Public power entities in California and throughout the country avoided making business decisions like those that triggered the credit deterioration and ratings downgrades affecting the independent power sector and many IOUs.2 Ironically, those public power PubIIC pOWer entltl6S utilities that have suffered the most financially in recent }'Fars COntlOUe t0 belleVe tha# got caught up in regional market blow-ups not of their making, their Way Of Serving the or entered into transactions with counterparties that later proved to be bad credit risks, unscrupulous, or both, public works well. Federal necessitating in some cases painful rate increases.3 policies should. support their ability tOCOntlnue t0 ~ Pt.rblic power entities continue to believe that their way of _prOYlde SUCK SerVICe. serving the public works well. Federal poticies should support their ability to continue to provide such service. By reorienting FERC's policies to support long-term planning and investmf°nt in u~ansmission and generation facilities, public power systems can continue to pro~'ide the high-qualit}' electric ser-~~~ce that our consumer-owners have come to expect. ~ See, e. g., "Public finance Report Card: Public Power," Standard & Poor's, published September 13, 2004, at 1 ("Since our last report card, published Jan. 2], 2004, the sector has continued to experience overall credit stability, and even slight improvement, with 10 upgrades and t~~o do~ti~ngrades. This is in contrast with the experience of the investor-owned and merchant sectors, which, despite seeing a moderation in the pace and severity of downgrades, have 40% ~~f ratings carrying negati~t~ outlooks.").According to Standard Poor's, only Live out of 246 public power s}'stems rated were below im-esrrnent grade (and of these, four were California irrigation districts holding contracts with Pacific Gas and Electric Company). Id. ~~ See, e.g. "Assessing Wholesale 1\larket Risk in Pacific Northwest Public Power Ratings," Standard & Poor's, pi.iblished august 26, 2004, at 1 ("... (The Pacific Northwest contributed a significant fi~action of the public power rating downgrades in these }'ears. The vast majority oC these actions can he traced directly to the increased risks oC wholesale po~~~er markets that defined the western U.S. power crisis."). Restructuring at the Crossroads: FERC Electric Policy Reconsidered 5 Public Power Views on Federal Restructuring Policies Federal Transmission Policy Must Accommodate Regional Diversity As previously noted, the country has live up-and-running FERC jurisdictional RTOs. It does nor appear likely that RTOs ~~~ill form in the rest of the country (with the possible exception of the SPP region). Lven if it were politicall>~ possible to export nc~ current IZIO model to those regions that do nor have P."hOs now (~~~hic}1 iris not), the experience ro date of those ~~PP~~ mcmhers located in RTO regions does nor support such a Even if it were politically . course. In fact, given the considerable differences that exist in possible t0 export the the various regions of the country, it should nor be assumed that current RTO model t0 those RTOs arc tl~le only, or even the preferred, mechanism available regions that d0 not have to ensure competitive wholesale po~,~er markets. RTOs now (which it is not), the experience t0 date ~~PPA rnembcrs located ill RTO regions report substantial, Of those APPA members across-the-board problems ~,~it1i spiraling KZ'O costs, located In RTO regions does rznaccountablc governance, lack of understanding of not Support SUCK a COUI'Se. transmission customer and end-user needs and less-than- satisfactory service options. They see more and more RTC) services being provided through duestionable market mechan isms, and RTO resistance to any tluestioning of the economic theories underpinning these actions. The rcrnaining non-RTO regions are vet}~ different both from each other and from the regions ~~~hcre RTOs have already been created. Some regions have a history of using contractual an-angements and regional institutions or practices to capture mama of the benef7ts claimed for RTOs at less risk and cost, and have sho~~~n a wil-ingness to pursue alternatives to enhance transmission access and the efficiency of existing markets. Othier differences include the prevalence oljointl}' o~~'ned generation and transmission, the radial nature of transmission s}stems connecting remote generation to loads, the predominance of hydropower in the generation rnix, differences in population density, the extent to which open region-wide planning processes arc used, the existence of a frame~~~ork for enforcement of reliability standards by contract, the extent to ~,hich a standard Dorm of contracting is used for bilateral transactions, the existence of active ~n,holesale market hubs accessible to many market participants, the presence or absence of a few large dominant IOU transmission providers, existence of 6 Restructuring at the Crossroads' FERC Electric Policy Reconsidered substantial transmission constraints, and the relati~-~ irnpor~lancc of point-to-point transmission versus net~~-ork service. APPA therefore believes that regional diversity in the prop°ision of transmission service must be acknowledged, and a pragmatic and flexiblf: federal transmission policy implemented to deal with the reality "on the ground." In both cases, ho~~~ever, the same principles should govern policymaking: fostering the development of cost-effective transmission and generation infrastructure; supporting long-term power supply and u-ansmission arrangements at just and reasonable rates, including the capacity rights to deliver power supplies to loads; developing cost- effective and responsive regional solutions that meet regional needs; promoting market transparency; and preventing the exercise of generation market power. The ultimate goal sl~rould be supporting delivcrv of reliable, low-cost electric power to consumers. Needed "Mid-Course Corrections" in Those Regions with Existing RTOs ,1PPA members in RTO regions report substantial problems that irnp<rir their ability to provide reasonably priced and reliable long-term service to their own electric consumers. 'This is not to say that all RTOs APPA membeCS In RTO are without valve and should simply be dismantled. They have reglotlS report Substantial eliminated pancaked transmission rates (allowing transactions problems that Impair their to take place over a broader geographic area, provided that the necessary transmission infrastnacture is available) and ability to provide reasonably developed transparent spot markets in which APIA members priced and reliable long- can purchase needed incremental power and lay off excess term service to thelrOWn short-term power. But APPA is alarmed acrd dismavcd by electric consumers. the level of discontent among its members regarding RTO performance, and the common concerns many members express across mt.dtiple RTO regions. Clearly, corrective actions are needed. The concerns of APPA members in RTO regions include: Load-Serving Utilities Must Be Able to Retain/Obtain Long-Term "Firm" Transmission at Known and Reasonable Rates Under the LNIP rcgirnes all fire RTOs use (or intend to implement), transmission congestion is included in the price of transmission service and is set by reference to nodal power supply prices in the RTO's day-ahead market at the relevant points of generation <.rnd delivery. l~he primary tool provided to transmission customers to offset such congestion charges is the "Financial Transmission Right" ("FTR"). Restructuring at the Crossroads' FERC Electric Policy Reconsidered 7 An FTR provides under certain circumstances a revenue stream to the holder, which can be used to offset the congestion charges a holder incurs as a transm~ss~on customer. These rights, however, are limited in number, transmission path and direction because they are tied to the physical capability of the transmission system under specil`ied conditions. Thus, in mane cases there are insufficient FTRs available even to hedge existing firm transmission service arrangements. As a result, mane APPA members have P"hR portfolios that are insufficient to hedge fully their ctn-rent power supple and transmission arrangements, due to the "proration" of FTIls. This Iias happened despite the assurances FERC provided in its April 2003 White Paper, where it said it would "ensure that existing customers retain their existing transmission rights and retain rights for future load growth."~ In I~~.tct, FERC has failed to protect fully the existing transmission rights of utilities with an obligation t.o serve in its ne~re KTO markets. Major generation investments and power purchases have been made for the heneTit of consumers in reliance on transmission o~~~~ned or contracted for on a long-term basis. It is essential that the existing transmission rights of load-serving utilities arising out of ownership of transmission, existing contracts (including "grandfathered" contracts) or service agreements entered into under an individual FERC-regulaud transmission provider's GATT, he preserved under any market design approved by FERC. The holders of such rights should be granted the right to elect to continue to tzse their physical transmission rights to meet their service obligations at the prices specified in those contracts or agreements, or if they wish, to convert to equivalent tradable rights or FTRs that will hold them harmless under any new wholesale market design. The use of FTRs also creates additional levels of complexity and uncertainty, as ~a~ell as opportunities for gaming. These problems threaten the economics of public po~,~er systems' cw-rent power supply arrangements, man}' oCwhich are eery long term in nauzre. :~'Iorco~°er, because FTRs are generally shorter term in duration, they do not address public power entities' long-term needs, including load growth. APPA members are deep]}' concerned about their inability to hedge full}' their transmission congestion costs, and thus to assure their Pederal Lnergy Regt.ilatory Commission, "\tihite Paper-~ti'holesale 1\[arket Platform," issued April 28, 2003, in Docket No. ILti101-12-000, rrtiyr~eo. at Vii. 8 Restructuring at the Crossroads: FERC Electric Policy Reconsidered ability to obtain transmission service at a known and reasonable rate over a long time horizon (often measured in decades, not. years). The LIVID/FTR s}'stem has deprived thorn of their ability to plan with any certainty for new long-term generation resources that APPA members are deeply would require transmission service, e.g., development, of Concerned abOUt their` or participation in a new generation resource (including Inability t0 hedge fully their erl~ironmentally desirable resources such as wind generation), transmission congestion or execution of long-term power supply contracts with COStS, and thUS. t0 aSSUre suppliers that require the buyer to assume the risk of their ability t0 Obtain transmission service. transmission S@rViceat a ~ Under an L~9P congestion pricing regime, the "all-in" price of known and reasonable rate any new resource is subject to price fluctuations, not only due Over a IOng tlmehOriZOn to increases in Fuel prices, {fixed transmission costs, and other (Often meaSUred In decades, such "traditional" factors, but. due to congestion caused by ItOt years). shifts in transmission system usage and prices in the RTO's spot power markets (which can be extremely volatile). This is true even whew the tetility is not purchasing power in that market. If suppliers agree to assume this additional price risk at all, they do so only in return for hefty premiums that come out of electric consumers' pockets. 'T'his increased uncertainty and risk could lead to lower credit ratings and increased capital costs when public power systems commit to nee-v long- term arrangements and the accompanying financing.' Since many public po~ti•er systems are physically or ~~irtuall}' ~'erticall~° integrated acrd all retain the obligation to serve their loads, they see this as an extremely serious shortcoming in FERC's preferred RTO model. Such ashort-term focused regime is not good for the industr~~ in the long run: not good for utilities that need long-term po~ti~er supplies; not good for generation project. developers that need long-term commitments to support their projects; not good for financial institutions lending the 5 A Special Comment by Moody's Investors Service issued in September 2004, en[itled "Credit Issues Kesurface as New Electric Generation Projects by Public Poceer Utilities Take Center Stage," cites several Cactors that could contribute ro increased credit risk for public power utilities building new generation facilities. Prominent among thorn are transmission and pricing practices: "Aloody's believes there is potential risk in the short-term marginal pricing model being used in various regional energti~ markets in the U.S. VVithuut long-term contracts for transmission rights and pricE: certainty for the transmission of energy from new generation facilities, cost recovery in the long term may not be assured." Id. at 4. Restructuring at the Crossroads: FERC Electric Policy Reconsidered 9 mime}' fot~ such projects (~,~ho ~ti-ill not. lend in the fuuzre without. long- term commitments); not good for the econornv; and certainly' not good for electric consumers. Wall Street has made it abundantly clear that financial institutions ~~~ill not again lend to generation project developers without assurances that such developers have long-term commitments oCsome sort. to support. their projccts.~' RTO features that impair the ability of utilities [o make such commiUnents must therefore be revisited and revamped. Physical transmission rights may be required to support conunitmenis to build or The AChllleS buy from long-lived generation resources requiring substantial advance heel Of the cornmitrnents. A~~hen L~~1P-based congestion pacing is used, it is imperative LMP/FTR that F1Rs of a term sufficient to hedge long-term supply and transmission Systerll IS that arrangements be provided to those entering into such comrnitinents. it, taken alone, does not ensure There Must Be Meaningful Mechanisms to Get Adequate construction Transmission Infrastructure Built in a Timely Fashion of adequate The ~cltilles heel oC the I.'~ll'iFTP~ system described above is that it, tranSnllSSion taken alone, does not ensure construction of adequate transmission Infrastructure. ~nfrastructurc. [t does nothing to ensure that entities serving load in a region have access to a robust transmission svstern, and hence competing power supple options. ;ill the LMP/FTR system does is s1~rnv ~~'hich source/sink pairings create transmission congestion. While the tl~eorv is that this information will be sufficient for "the market" to spring into action, developing economically efficient solutions to such congestion, the reality can be much different.' See, e. g., Transcript of FFRC technical Conference i^ Docket Nn. PL042-000, February `2, 2004, at 8 (Statement of Lehman Brothers representative regarding the strength of long-term conu~acts as evidence of credit~,~orthiness); Project Finance '\e~~~s ~h'ire, :1ugt.ist 2004 issue at 5-13 report of proceedings of a Chadbourne and Parke conference on the distressed generation project market and the changed em~ironment for merchant generation, at which a representative of Standard & Poor's stated: "The basic problem is ice have in the po~~~er business a commodity business that requires large amoi.mts of capital. It is a particularly tough commodity that. we all kno~+ cannot be stored. The transmission and regulatory issues and lumpiness oFcapital are particularly tough. That means long-term credit is absolutel~~ paramount."). ' David Bodek and S„ami ~'entakaraman, "hlakcover for California's Power 1v4arkets," Standa~zl f~'Poor's Ulrli.tzes ~~Pe~s/~edir~es,]ulp 5, 2004, Vol. I3, ~~o. 27, at !~ (authors question whether C~~ISO's ~1D02 market redesign will in fact spur nc~~- transmission incestrnent: "If MD02's ultimate aim is to ensure that 10 Restructuring at the Crossroads: FERC Electric Policy Reconsidered RTOs themselves do not have the ability to construct transmission facilities, so they must rely on their member transmission owners ("TOs"). These TUs have in some cases challenged their RT'O's ability to require thorn to build. Thee have manv reasons of their o~~~n to be unenthusiastic about constructing the transmission facilities needed ro alleviate congestion, including pricing structures that impact the cost. of serving their own loads, and, in some instances, protecting their own generation from wholesale competition.8 Sorne RTO transmission-planning regimes separately identify Rather than pigeon-holing _ those transmission facilities needed for "reliabilit}'" purposes and newtrallsmissionrtaeilities those needed for "economic" purposes. "Reliability" is defined 8S needed forelther _ such that so long as sufficient generation (no matter how high reliability Or economic the price) is a.°ailable to keep the lights on, new transmission purposes, the foCUS facilities are not deemed w be needed. This means that all Should be On hoW t11UCh additional transmission facilities are deemed t~,~ be "economic" in nature. Labeling specific transmission facilities upgrades as transmission is required both to keep the lights "economic" can in turn lead to controversies as to who should pay for their construction. on and. to keep rates to COnSUmerS at just and Rather than pigeon-holing new transmission facilities as needed reaSOnable IeYeIS. for either reliability or economic purposes, the focus should be ou how much transmission is required both to keep the lights on and to keep rates to consumers at just and reasonable levels. Instead of leaving most transmission construction to the vagaries of the "market,"~ (~ootnote corati~2zeed from previous ~iage) sufficient generation and transmission are built in California, what seems to be lacking is a formal mechanism to plough back `congestion revenues' earned under the nodal pricing scheme back into the system as new generation or transmission. In its absence, itwould require a regtilatory fiat to build assets at the right location. Many stakeholders argue that if a regulatory fiat is to be used, there may be no need for nodal pricing and CRI2s in the first place."). 8 To be sure, the process for siting and constructing transmission facilities can be both daunting and uncertain. The necessary approvals must be obtained from state or local authorities, and landowners and residents located near a proposed line corridor oaten vigorously oppose such approvals or demand expensive alterations (including undergrounding). Siting of interstate facilities continues to be a contentious issue in some regions. `~ :~PP.~ notes that PJb'I, as instructed by FERC in its orders in Docket Nos. RTO1-2-00(l, et seg., has modified its transmission planning regime to add a new procedure to enable the construction of new transmission facilities Restructuring at the Crossroads: FERC Electric Policy Reconsidered 11 an RTO must develop a rigorous regional transmission planning and constructiot~i process that ensures the region has a robust (but. not gold- plated) transmission s~~stem.10 Each affected RTO region sltouk3 hay°e the flexibility to develop through a collaborative process an associated transmission facilities cost-allocation method that works bust for its stakeholders and for electric consumers. Transmission construction has also been relegated to second-place status iii a number of RTOs, because "economic" transmission facilities must "compete" with generation projects and demand-side The value that a more rnanagcment mecl~,anisms in RTO planning processes. But robust transmission adding individual generation units in load pockets or at weak InfrastrUCtUre Wlll bring points on the transmission system, in lieu of constnzcting needed transmission facilities. often only creates a ne~~~ to electric consumers- generator with local market poorer, lower fuel elliciency, and access to additional only minimal benefits to consumers. Few merchant generators sources of generation, (entities without an obligation to serve) would build such new support for generation units (at ]east without along-term commitment for the power) if fuel diversity, and r~ley thought they could not charge prices to electric consumers strongerreliablllty- that reflect the value their location confers. The value that a mUSt be reCOgnlZed In snore robust Lrausmission infrastructure will bring to elecU~ic the RTO planning and consume°rs-access to additional sources of generation, support COnstrllCtlOn proCeSS. for generation fuel diversity, and stronger rcliabilit~~-must be recognized in the RTO planning and construction process. ,~1n important. ~~~av to address TOs' reluctance to construct needed new transmission facilities would be to encourage joint participation by other utilities serving load in regional transmission systems and in ne~,~ transmission construction projects. IOLT TOs in RTO regions still arc the primary (if not exclusive) owners and builders of transmission facilities in their respective service territories. IOUs have fold FEhC that they need substantial transmission rate incentives to construct. new transmission (foot~zole rnntinued fi~onz ~~r~ious ~~age) needed for "economic" purposes, if no market solution is forthcoming in a specified tune windo~ti~. 1o It is not economically or politically feasible to construct a transmission grid sufficient to support all potential commercial demands of all market participants, regardless of the associated transmission construction costs. Hence, the regional planning process must balance the competing interests of the various market participants, and support the construction of those transmission facilities found to benefit the region because thev are cost-effective. 12 Restructuring at the Crossroads: FERC Electric Policy Reconsidered facilities, due to the risks involved.t t I'et such IOUs have ofeen overlooked potential partners in transmission construction projects right in their own back yards-public power systems that could join wish them in financing, constructing, and jointly owning transmission facilities, both existing and new. Sucfijoint projects could reduce the financial burden and spread the perceived transmission-investment risks for the incwnben[ IOUs. Public power participation could also assist in siting and permitting of new transmission facilities, by sending the signal to communities that all of the local utilities (including those that are publicly owned and not.-for- profit) concur in the need for the project.t~ Such a regime will not work, ho~,~ever, if all that contributing public power systems receive in return is an inadequate allocation of FTRs. Investment in the transmission system must carry with it future long-term certainty of transmission service at a just and reasonable cost and, for contributing public power systems, rights that reflect their long- For RTO r@g1011S, a term contributions to the fixed costs of the underlying system tlmelyand effective as well as their investment in new facilities. transmission planning For RTO regions, a timely and effective transmission planning and ConStrUCtlon' and construction regime is absolutely essential, especially iI~ an regime IS abS0lUtely LI\1P/FTR regime is to remain in place. without it, an LNIY/FTR ~SSentlai, espBClally scheme will merely "price" ever-escalating transmission congestion If an LMP/FTR i'eglme and leave intact. the illusory promise that the "market" will build IStO remain 111 place. new t.ransrnission, increasing the resulting price of electric service to consumers. ~b'hile some progress is being made in certain RTOs towards reinforcement of inadequate transmission infrastructure, timely construction of needed new regional transmission projects necessary to ~ t APPA does not concede this point, given that transmission facilities are generally certificated prior to construction and the associated costs (including a rate of rea.trn) are recovered in regulated rates. APPA does, however, agree that certainty of cost recovery during the initial phases of a transmission facilities construction project (planning, permitting, siting and initial construction) is an issue of legitimate concern for TOs, and that in appropriate instances, extraordinary measures may be needed to address these issues. ~~ An alternative joint transmission ownership model is that of the American Transmission Company ("ATC") in Wisconsin. Numerous load-serving entities in the state, including IOUs, municipal systems, and cooperatives, own shares in A"TC, which in turn owns the higher voltage transmission facilities in the state. ATC is responsible for planning and constructing new transmission facilities. Restructuring at the Crossroads: FERC Electric Policy Reconsidered 13 ensure a sUOng regional transmission system must be made a top priority for all R"hOs. RTOs Must Be Accountable for Their Costs APP: men~ibers are also increasingly alarmed by the spiralin devcloprncnt APPA members and operational costs of RTOs.t~ It seems that persons. ~1, administrative, are increasingly hard care and software costs arc running out oI~ control, ~yitl~tout sufficient alarmed by appreciation of the impact of these costs on electric consumers. De~~elopment the Splraling of corrtplex °Day Two" L1~IP markets over large geographic regions spawns deYelOpment huge software budgcts.t~ and 0peratlODal ~1'oi-se yet, K'EO members, including .APP. members, must ramp up their o~y~n COStS Of RTOS. internal operations, adding staff, 1-~ardware and sofr~~~•are, simply to cope ~yith these new markets, protocols and requirement_s.~' Public po~yer systcins have i3 Tt~e Public Po~~~er Council ("PPC") has estimated that since `?000, fora] U.S. RTO operating expenses have increased by 143 percent., and arc: growing at an annualized rate oI~ 2U percent per year, largely due to lack of cost control and increases in operational size and scope. In 2004, PPC estimates that b1.04 billion kill be. spent funding the operation of the. five FERC jm isdiuional ISOs and the ERGOT ISO. "C:ornparatiye :~~nalysis of RTO/ISO Operating Costs, ,august 1 i, 2004," Public Power Council, available at: htt ~: '~~~~~a.~cndx.org/(~omparativcrlnalvsisl~~O.FINAL.ndf. Sec also, Final Keport, "Study of Costs, Benefits and Alternatives to C:rid tl-cst," prepared for Snohomish County Public Utility District by I Ienwood Energy Services, dated October I~, 2004, at ES-l. ~~ On October 6, 2004, FERC released a report b~~ its Staff comparing the Day One costs c,f Iuur RTOs (excluding the California, ;~'ew Fork and New England ISOs and including the not-yet-operational SPP). According to Staff, initial establishment of a Day One RTO should, after taking into account "lessons learned," cost approximately S~0-i0 million-about half t}ie acuial cost of [he most expensive R'FO analyzed-with annual revenue requirements of between 570 and X70 million. But Day One R"CO costs arc oily the tip of the iceberg. FERC has made it quits clear that it expects all KTOs to develop full Dav "Itvo markets, ~~hich FERC's own Staff calculates to be a much more expensive proposition (in the neighborhood of y~100 to .`5250 million in initial investment costs, wish annual operating expenses in the range of ~12d million to °5240 million), °Staff Report on Cost Ranges Cor the llcvelopment and Operation of a Day One Regional Transmission Organization," DockeC No. PL04-1 fr000, prepared by the Staff of the Federal Energy Regulatory Commission, October 2004, and available at: http:'/~~~ww.fcrcgov/EycntCalendar/ Files! 20041006149 34-rto-cost-re~ort_~f. t' For example, FERC conditionally approved rre~.ttment as a "regulatory asset" the X29 million in internal cosGS that Dominion is spending to join PJ~I and an 14 Restructuring at the Crossroads: FERC Electric Policy Reconsidered to dedicate scarce personnel resources to unraveling incomprehensible (and often erroneous) billings and settlement statements received from their RTOs.~6 Corrected statements can come months, if not years, after the period in duestion, disturbing accounting periods that have already been closed and upsetting the economics of deals ah~eady done. Outside counsel and consultants must be retained at considerable expense, simply to keep track of RTO collaborative processes and tariff rnodifications.t~ Even APPA members not participating in KTOs are finding that 1~ZT0 cost adders are being lad-erect on top of their existing transmission see vice agreements with TOs that do participate in KTOs. These costs can be substantial.is Difficult "scams" issues can also arise, when RTO operating protocols do not conform to the uniform operating practices used by neighboring control areas within the region that have not. established RTOs. APPA members are also concerned that RTO market mitigation and monitoring regimes are insufficient to prevent the exercise of generation market powf:r and thus to asst re just and reasonable poi-rer prices. The theory underpinning LIy7P markets calls for sellers into the R~),O's (footnote rontznucd from ~~~~evious pcrgE;i additional X14.4 million (plus carrying charges) that Dominion spent on the defunct Alliance RTO proposal Dominion also expects to incur X241 million in PJI\i adrninistr;ttive charges on behalf of its retail customers during the first five years of membership. See, Pf~'I1lralerronnection, L.I.G. and Virg nia ~~lerhic a7ad Pozuer Co., 109 FERC ~[ 61,012 at P 47, n. 4G, issued October 5, 2001, available at: htt %w~~~~.ferc.g_ov; EvcntCalendar/Files/20041005132245- I-:R04-829-OOO.pol. ~~' For example, the CAISO has over 100 charge u~pes, ~~~~hich greatly add to the conrplexiry and costs of administering billings and settlements. See, CAISO Settlernent_Charge Matrix 17.x1s, Effecti~~e: Trade Date 10/1/2004. 17 See, Letter dated September 9, 2004, from Marc S. Gerken, President and CEO of A~1P-Ohio, Inc., to FI?RC Chairman Pat y~'ood, available at: htt /ferris.ferc.gov:0/idmws/file list.asp?docurrient id=4238777 (describing increased costs A1~iP-Ohio has incurred due to implementation of RTOs, including payTnent of $j5.9 million annually in RTO administrative costs); Letter Response of FERC Chairman Pat ~~1'ood to :Marc S. Gerken, dated October 14, 2004, and filed in FERC Docket No. R~IO~k-12-000 (Document Accession No. 20041022-0037) . 1H For example, the Los Angeles Department oC~~Vater and Power estimates that it is being charged approximately ~b12 million per year in GAISO-related pass- through charges for sen~ice under its existing transmission agreements within the CAISO control area. Restructuring at the Crossroads: FERC Electric Policy Reconsidered 15 organized markets to bid their marginal costs of production. In fact, bids into the market. at tunes can be quite inconsistent with that theor}~, instead being based on a more practical consideration of what. the market will bear. APPA members believe that the resulting prices, even with market price mitigation schemes in place, are oRen substantially higher than marginal costs ~~~ould produce. 'I he resulting higher prices not only affect hovers in the RTO's organized markets (and in longer term bilateral rnarketsj, but all transmission customers, because these prices are used to derive the Li~IPs that are then used to price transmission congestion. These cosl_s might be easier to bear if RTOs ~~~ere generating overall savings to APPA members located in RfOs and their electric consumers. APPA members, ho~~ever, are not seeing such savings. This results from a dumber of factors, including the implementation of the LIMP/FIR regime for pricing congestion, ~~~hich renders their current bilateral long- The bottom illle IS that term contract arrangements more difFicult and expensive. It is also RTOs have not resulted difficult or impossible to avoid participating in the RTO's spot IIl r8teredUCtI011S t0 markets, if only to clear supph~/demand imbalances, ~~~hich exposes APPA members to the ~°olatile pricing in those markets. Of course, the electric consumers some price increases in the last few years have been dt.~e to factors APPA members serve, beyond any R'f0's control, e.g., increases in fuel paces for nauzral 8nd the aSSOClated gas, coal and rail transportation. But the bottom line is that R~I'Os COStS keep rlSlltg. have not resulted in rate reductions to the electric consumers APPA members serve, and the associated costs keep rising. 'hhe very fact that RTOs must employ extensive mitigation measures and overall price caps in their markets calls into question the existence of efI~ective wholesale competition. All in all, it is not a pretty picture. R"I~Os must review their operations with both aline-tooth comb and a consumer orientation. ~~'hat RTO functions actually benefit consumers, and can they be carried out in a more cost-effective manners Do the costs of creating markets for every last possible product exceed the benefits that would accrue to end-use consumers from creating those markets? Would it be better to allow certain products to be contracted for bilaterally or to maintain cost-based pricing for those products, especially if the associated market power concerns are so severe that elaborate mitigation and monitoring schemes would he required These are the types of questions that an en tit~~ with accountability to customers would ask. RTOs must address all of these subjects to rein in their costs, and FF.I:C must make RTOs accountable Cor their costs to their customers and elecU°ic consumers. The Commission's September 1G, 2004, Notice of Inquiry in llockct No. R~104-12-000 is a tentative first step in this direction, but 16 Restructuring at the Crossroad: FERC Electric Policy Reconsidered much more needs to be done. The Commission needs to vie~ti~ RTOs for what they are-regional monopolies that it must vigorously regulate, not regional extensions of the Commission itself. The FYA does not exempt from regulation public utilities simply because they are I~fOs. RTO Governance Must Be Made Accountable To Electric Consumers' Interests Four of the fi.-e current RTOs have independent and, in some cases, sell= perpetuating boards. FERC's reason for requiring independent boards was a good one: to avoid RTO governance structures that could be "captured" by one or a few industry sectors, leading to bias in RTO operations and transmission service provision. But AY PA members' experience with independent RTO boards shows that there is a significant dog-onside as Drell. First, independent RTO boards can lack direct accountabilit}' to the industry participants in the KTO's region and to the electric consumers the RTO ultimately serves. APPA members have seen RTO boards vote to take actions that a eery substantial majority of industry stakeholders in their own regions vehemently opposed. When such events occur repeatedly, there is a loss of confidence in-and "buy in" to- APPA nlenlbe~S have RTO actions b}' industry participants. This can be very damaging ..Sean RTC bOardS Vot@ t0 for the RTO itself in the long run. RTOs will only be able to tak88ct100S that a Very operate effectively iF they are accountable and have the respect SUbStantlal majority.Of `' of all industry participants that must deal with the RTC). "hhat IndUStry~StakeholderS respect has to be gained and maintained through RTO board 10 their OWn re910nS and management accountability. Vehemently Opposed. Second, some independent boards seem to rely to a very significant degree upon RTO management and staff (who can also be inexperienced). 'This can lead to insufficient oversight (in the cost area discussed above, for example). Recent corporate governance scandals in this and other industries point out the need to avoid boards that are too dependent on management and staff, without independent knowledge of what is happening "on the ground," both within their own RTO organization and in the RTO's region. This lack of RTO accountability to customers and stakeholders creates the ~~~idely held view that RTOs have only one dominant stakeholder-.FERC. This perception is damaging to the credibility of both FERC and the respective RTOs. To allay this problem, FERC and the RTOs must take steps to promote an atmosphere of mutual respect and constructive relations between RTOs and the industry participants that must deal Restructuring at the Crossroads: FERC Electric Policy Reconsidered 17 with [here. RTO management and boards cannot be subsen~ient to industry particip~mts, but the}' should not be. able to simply- ignore them. FEKC must also take steps to vigorously regulate RTOs as the regional monopolies they have become, to ensure that they meet their responsibilities to industry' participants and electric consumers. RTO Regions Should Make Sense from a Commercial and Reliability Perspective PERC should reject choices by TOs to join RTOs when such choices arc likely to increase costs to public po~~~er systems and other market participants or decrease reliability in the region. Iy~Iany r~PPA members have been dismayed by the "crazy quilt" geographic configurations PP.RC has approved for their RTOs. Rather than joining t}ie RTO that makes Rather than joining the RTO that makes the mosf sense from a market and reliability perspective, some FERC- jurisdictional TOs have t d th tl~~e most sense from a market. and reliability perspective, some PERCjurisdicrional TOs hay°e insisted on joining those RTOs that fit best ~~-ith their own corporate goals and philosophies, creating jagged RTO-to-RTO "learns." These learns raise the costs of affected RTOs and market participants, as they-~ have to make additional business judgments and investments to compensate for less-than- opti~nal regional configurations. msis a on ~ammg ose RTOS that fit best with worse }'et, such decisions can have a "ripple effect." For example, their OWn Corporate Borne IOU transmission providers are no~~~ proposing to reform the goals and phllOSOphIBS, horde°rs of their current Regional Reliability Councils to better tit Creating jagged RTO-to- ~~ith the RTO membership decisions their various subsidiaries have RTO "Seams." made. Reliability concerns should trump the corporate inter°ests of individual R7'O members, not rice versa. The Bottom .Line: RTOs Should Be a Boon to Electric Consumers, Not a Drag on Them Pot residential electric consumers, RTOs arc a pocketbook issue, although rite vast majority of them do not realize it. Pot industrial and commercial customers, RTO polio- is a vital economic issue that could make the difference bet~~,een being profitable (thus staying in business), and shutting do~ti~n operations or leaving the community. Reliable, reasonably priced electric service is a national economic development and jobs issue. APPt~ members in KTO regions are deeply concerned about RTO cost and service issues because they directly impact the economies of their local communities. 18 Restructuring at the Crossroads: FERC Electric Policy Reconsidered Somewhere along the RTO-development road, the original business purposes oCR"I'Os that FI?RC envisioned (to provide non-discriminatory transmission service, eliminate transmission rate pancaking, It iS tIInB t0 reOrlentRTOS ~ and provide a vehicle for joint planning and construction towards their original miSSion• of transmission facilities-a11 for the benefit of electric .providing adequate;. reliable.. consumers) morphed into a different mission and agenda. Today, the "business" of RTOs appears to be to develop and reasonably`priced regional markets for every possible product, whether or not such tranSRIISSion Service t0 bring markets are necessary, competitive and cost-effective, and COSt SBVIngS tOCOnSllmerS. to serve the needs and desires of regulators and preferred classes of stakeholders, rather than electric consumers. It is time to reorient R"TOs towards their original mission: pro~nding adequate, reliable and reasonably priced regional transmission service to bring cost savings to consumers. Ways to Advance Transmission Policv Goals in Regions Without RTOs T Because of regional differences, and the largely negative experiences of their counterparts in RTO regions, many r1PPA members oppose thc° expansion of RTOs to their own regions. The problems created by the formation of RTOs have proven to be more significant than Ilrst anticipated and the benefits have proven to be more elusive. These APPA members believe there are more cost-effective means to provide open access transmission and promote market efficiency in their regions. F>/RC should abandon its "RTO-or nothing" approach to transmission policy. Regional initiatives that enhance the efficiency of markets with minimal added cost and risk should be encouraged and supported, not discarded as inconsistent with FERC's SAID template. Regional differences are real and have to be respected. Solutions tailored to the needs of each region should be pursued that meet the goals set forth in the Introduction to this ~~'IIITE I'.1PER. FF.RC must also fully appreciate the deep and abiding concerns that public power systems, especially those in the West, have about electric. restructuring and RTO formation in the wake of the meltdown of ~~~'estern power markets in 2000. Many public po~~~er s}~stems are skeptical that FLRC has the ability or the will to move quickly and effectively to address abuses of market power, and protect consumers froru paying unjust and unreasonable rates (or even to make them whole later). Until these past problems are meaningfully resolved, Restructuring at the Crossroads: FERC Electric Policy Reconsidered 19 and FERC sho~ti~s that it will in the ft.it_ttre act aggressiveh~ to fulfill its FPA responsibilities, it will be ver~~ dif{icul~ to "mope fast the past.." !Many public po~~~~er systems in tl~e West feel like tltcv have lived in a restructuring Puri dish for the ~>ast sc~°eral years, and they have little appetite for nc~~~ experiments. Regional Practices and Institutions that Meet the Needs of Particular Regions Should Be Encouraged In some regions without R~I~Os, cost-effective improvements have been made to f~3cilitate the reservation and scheduling of transmission and to encourage a more active secondary marker. For example, under public power leadership, t~~~enty public power and investor-owned entities in the West have jointlti~ developed the wesT~I'rans.net Open Access Same-time Information System ("0:1SIS") site. Prospective transmission customers can submit one electronic query to this OASIS for transmission service o~°er multiple U-ansmission s~~stems. Innovations such as these enjoy widespread support, not onh~ among non-jurisdictional utilities but also among man}' rnerchanrs and IOUs doing business in the region. i\larket monitoring is another function that entities are exploring for provision on a regional bads, even without an RTO. If such practical, least-cost Many APPA members initiatives can replicate benefits that an RTO is supposed to belleVe that emphasis provide at substantially less cost than a "traditional° RTO, then these outcomes may well be superior for that region. Rather on regional transmission than condemning such regional efforts as "inferior" to the planning and expansion, outcomes under a full-0edged RTO reg~irne, these efforts should Without the COmpllCatlOnS be fostered, and similar efforts in other areas encouraged. introduced by RTOs, is a preferable strategy for Open Regional Transmission Planning Is Critical making cost-effective And Can Be Accomplished Without an RTO improvements In the h1an~~ APPA members believe that emphasis on regional adequacy and reliability transmission planning and expansion, without the complications Of t~anSI111SSlon. introduced by RTOs, is a preferable strategy I~or maki~ig cost- effective improvements in the adequacy and reliability of transmission. In non-RTO regions, AYPA members (as well as many jurisdictional utilities) retain the obligation to serge, ~1hich provides a strong incentive to plan for and ingest in transmission necessary to rnect t}ieir needs. This planning must be inclusive and meet the needs of all utilities serving load on a comparable basis. The y~1'estern Interconnection provides an example of an approach to transmission planning that pre-dates RTOs, transcends RTO boundaries 20 Restructuring at the Crossroads: FERC Electric Policy Reconsidered and encourages participation by jurisdictional and non jurisdictional entities alike. Four sub-regional planning efforts,~`~ each with participation by both jurisdictional and non-jurisdictional entities, have been established to address the transmission expansion needs of the Interconnection. Recently, the bylaws of the ~~Vestcrn Electricity Coordinating Council ("~YT.CC') have been amended to permit it to coordinate planning efforts ~~ithin the entire interconnection. In addition, the ~1~estern Governors' Association has sponsored an assessment of transmission needs, and the member Governors, along with several federal agencies, have executed an interstate siting memorandum of understanding.20 The longer term goal must be an inclusive regional transmission planning and construction process, in which all affected ~-cholesale market. participants and state authorities participate. In the absence of an R"I'O, a regional platform or forum must carry out this function, as t1%ECC is now If the responSlblllty for. tmdertaking for the ~~'est. These regional planning processes should bUllding and OWDIng bc= tailored to the needs, preferences and characteristics of each the tranSrgISS1011 grid region, so that those in the region have confidence in both the process and its results. is spread more broadly among entities serving loads in a region, then Joint Ownership of Generation and Transmission Reduces the Need for RTOs and Should Be Encouraged joint transmission plannlpg WIII likely be J°int ownership of transmission addresses many of the issues that RTOs were intended to address. Proportional ownership is an facilitated, simply . . effective means to rnrtrgate the transmission market po~~~er of because there are incumbent FL,RC jurisdiction~:tl utilities ~~•here this is a pressing morepartlclpantS at policy concern. If the responsibility for building and owning the the planning table. transmission grid is spread more broadly among entities serving loads in a region, then joint transmission planning will likely be facilitated, simply because there are more participants at the planning table. If °`nettivork integration transmission service" ("nets-vork") customers are encouraged to "bu~~ in" to their load ratio share of the transmission system, transmission usage and ownership will be more closely aligned, and the historical frictions between transmission-dependent utilities and 19 'These groups include the Southwest 'Ii~ansmission Expansion Planning Group, the Southwest Arizona "Iransmission Study Grc,up, the Northwest TranSITLISSIOI] Assessment Committee, and the Rocky 1~lountain Area "Transmission Study. ~~ Zb underscore the importance of regional differences, federal land ownership is a greater barrier ro interstate transmission projects in the ~ti'est than is rejection oCa project by an individual state siting authority. Restructuring at the Crossroads: FERC Electric Policy Reconsidered 21 their TOs can be o~°ercome. f Dint o~~~ncrship would also better promote the policy goal of adequate transmission infrastructure to support long- term power supplies needed Co assure adequate and reasonable priced electric sere-ice to all consumers, regardless of what type oCk~ad-serving utility supplies chem. Joint generation ownership also helps limit market powcr.21 If, For example, five different owners hold an interest in a major generating facility and have transmission rights terminating at a commercially significant market hub, the market poi,°er of each party at chat hub is reduced. A party ~~~ishing to reserve. long-term transmission capacity then has the option of dealing with five counterparties, rather than being req~,~ired [o live tcith ~1~hatever 1'TFLs it can obtain from an KTO. If coupled ~~-ith a regional Or1SlS in ~~~~hich all the interest holders participate (such as the wes7"IYans.net OASIti), and a regional Cransmission planning regime, such a decentralized svsten~ could provide many of the benefits of RTOs, at much less cost. Another advantage of ajoint-ownership model compared to the RTO rnodcl is that it preserves the link between the ol~>ligation to serve and the responsibility to invest.. ~~1~hen a retail service provider has die responsibilit~~ for securing sufficient resources to serve its load, it also takes on the responsibility for assuring that the resot_u~ces can be delivered. Fulfilling this responsibility could involve participation in a transmission system expansion or entering into a transmission contract .with a term that matches the resource commitment. There arc many examples in RTC) and non-RTO regions of joint transmission expansion efforts and groups established to jointly own transmission facilities nn behalf of several smaller retail ser~~ce providers. `'2 21 ryI'P~~ notes that puI>]ic power joint generation projects in the ~ti'est have a long history of success, e.g., the Intermountain Power Project. Public poker systems are joint owners of over 20,000 '~1~ti' of coal, h}'dro-electric, nuclear and gas-fired poker capacity throughout the United States. Our co-owners include over 40 different investor-o"ned utilities, cooperatives, and independent poker producers, as well as nurrierous other public power systems. Specific examples include the Palo Verde (A'7,), IVlillstone 2 (CT), and Crystal River 3 (FL) nude°ar plants, the Rodemacher 2 (l.A) and Trimble County 1 (Ky~ coal plants, and the: i~4cClain (Oh) and South Fond du Lac (\1%1) gas-Tired plants. 22 Joint o~cnership of specific transmission lines by public power utilities and other parties is widespread in the weste°rn United States. In addition, public 22 Restructuring at the Crossroads: FERC Electric Policy Reconsidered In addition, some entities are discussing "buy in" to existing regional transmission networks. Such responsible and innovative approaches to securing adequate transfer capability should be supported arrd encouraged as viable alternatives to RTOs. FERC Enjoys Significant Authority to Address Remaining Discrimination under the Current Order No. 888 GATT Regime Under Order No. 838's GATT regime, FERC jurisdictional TOs are obligated to provide transmission service on anon-discriminatory basis. There are undoubtedly some instances where residual discrimination still exists. Such discrimination can be addressed effectively, without the complications that RTOs introduce, by focusing on clarifying and enforcing open access rules. With its shift in emphasis away from the Order No. 888 OAT'T FERC Should undertake ~ regime in favor of RTO activities, FERC has relegated improvements a ComprehenSlVe look to ir^s open access rules to case-by-case adjudication. FERC should at Ways ItS Open undertake a comprehensive look at wa)s its open access regime aCC@SS regime COUId could be improved through clearer Hiles or changes to improve be ImprOVed through efficiency.2~ For example, lack of clarity or specificity with respect to calculation and posting of A~°ailable Transmission Capacity ClearerruleSOrChangBS ("ATC') has led to concerns by some APPA members about t0 Improve efflClency. manipulation of ATC calculations. To date, FERC has chosen to address these issues primarily on a case-by-case basis, rather than making and enforcing rule changes to assure that calculations are auditable and transparent. Similarly, protocols for processing transmission reservation queues and procedures regarding the exercise of rollover rights could use a fresh look. (~oolnote continued fror7a ~ireaious gage) power utilities jointly o~~n u-ansmission networks in states such as Georgia, ?Llichigan, Indiana, and iVlinnesota. Iu Vermont, the bulk transmission system is jointly owned b}' rrr~rnicipal, cooperative, and investor-owned utilities through Vermont F..lectric Transmission Company. In Wisconsin, public power systems are permitted to invest up to their load ratio share in ATC. See n. 1? above. 23 FERC Cornrnissioner Joseph Kelliher has suggested that Fl?KC consider strengthening its Order No. 888 transmission rule, and that it review claims of discrimination under that regime. "With RTO llevelopment Stalled, FERC Shorild Beef Up Order 888, Kelliher Suggests," I~resideFERC, August 23, 2004, at 1; "Kelliher: Eliminate Flaws in Open-Access Rule," Electric PouierDail~~, Septernbcr 29, 2004, at 3. Restructuring at the Crossroads: FERC Electric Policy Reconsidered 23 FERC Should Address the Concerns Of Network Service Customers The O ~T~IS of FERC jurisdictional TOs require them Lo plan for the transmission needs of their net~~~~rk customers. Some O_~'I~"h net~~cork customers, however, belie~~e that. their loads and resources have not been treated equitably or °comparat~rl}~" to those of their TOs in transmission panning and facilities construction. y~1`hile net~~~ork customers pay their load ratio st-rare of u-ansrnission system costs, they can be put. on the "margin" by their FERC:-jurisdictional TOs ~~-hen it comes to transmission planning. Some have been told thtiy must pay the Iirll cost of all additional transmission facilities nc°edcd to connect their new resources or to serve their increased loads, even when they believe that the TO's own loads ~~~~ould very likely benefit. from such facilities as well The joint transmission planning that network customers had hoped would carne Keith the Ordc°r No. 888 0.~1TT has not materialized. Similarly, generation developers have had difficulty gaining access to the u,ansrnission system in some regions, and in traving their generation projects designated as FERC Could do much to assure ntit~~~ork resources. adequate transmission infra- structure development in non- FERC could do mach w assrirc adequate transmission RTU reJI011S Of the COUntry infrastructure development in non-R"I'O regions of the merely byvlgorouSly enforcing country n~~erely by eigorousle enforcing the joint planning the joint planning and and transmission constrt.iction obligations FERC-jurisdictional transmi$sion ConstruCt1011 `IOs have under their o~an existing OATTs. In so doing, obligations FERC-jurisdictional FF,RC could promote the concept of joint participation in TOS have under thelrOwn transmission systems and construction projects by both 'I'Os eXlSting OATTS. and their net~~~ork service custorncrs on a proportional basis, to reduce the capital outlays required by FERC-jurisdictional TOs, and to make transmission o~,~nersl-rip more broadly available to load-stirring utilities in these regions. Such joint. participation in transmission system and facilities ownership is a logical extension of FERC's current transmission system cost-allocation method, under which neu~-ark service customers ah-tiadl' pay their load ratio share of their TO's fixed transmission system costs, day after day, year after year. 24 Restructuring at the Crossroads: FERC Electric Policy Reconsidered Generation Market Power Must Be Addressed Through a New Market-Based Rate Policy 1~1any small AP PA members are facing very serious threats to their viability- because of lack of availability of long-term Grm transmission and increasing generation consolidation. These systems get few if any bids from suppliers, are often unable to obtain transmission to reach alternative Many Small APPA IrIe111herS ~ sources of power, and are Laced with dramatic increases from are facing very serious local suppliers ~~~ith significant market power. threats to their viability ~'PA member experience demonstrates that merely imposing beCause~Of IaCk Of "global" generic conditions (st.ich as RTO participation) avallablllty Of long-term on market-based rate authorizations may have substantial firm tranSmlSSlonand unintended consequences. require years to put in place, IncreaSing generatlon and may or may not address the underlying problems (e.g., COnS011dat10n, generation market dominance compounded by a dearth of long-term firm transmission capacity to obtain access to competitive suppliers). Lack of competitive conditions must be addressed through a nc~~- market-based rate policy that ensuresjust and reasonable wholesale rates at all times.`"i FF.RC's KTO policy, as well as its market-based rate policy, assumes that competitive markets (supplemented in KTO regions by RTO market monitoring and mitigation regimes) will produccjust and reasonable rates. In man}~ real-world instances, this has proven not Co be the case. On a purely practical level, if the prices for power in "competitive" rnarkcts (either RTO-run or bilateral) exceed for sustained periods the costs E~or po~~~er that tivould have resulted under a traditional cost-of- service regime, this disparity will eventually bring calls for a return to traditional cost-of~-service regulation Ior electric generation. For these reasons, FERC must undertake a "bottom up" review and update of its market-based rate policy, as it applies both in RIO and non-KTO regions. I-fowever, this "bottom up" re~~iew must not bccorne a pretext t.o delay FLRC actions needed to address generation and transmission market power problems on a local or company-specific basis. Public power utilities participate in many different local and regional energy markets, most of which are flawed at best. ~~~'here these wholesale markets arc not competitive, 2~ Stale of Cc~lijornirc, ex reG Bill Lnckyerv. FLPC, 383 F.3d 100G (9'° Cir. 200-0 (rehearing and rehearing en bane sought October 2~, 2004) (FERC has continuing obligation under its market-based rate regime to ensure that. rates remain just and reasonable). Restructuring at the Crossroads: FERC Electric Policy Reconsidered 25 Fh:RC must adopt enforceable protective conditions on the market-based rare authorizations of specific public unlit}' sellers. Such conditions should include the imposition oh cost-based rates and conditions circumscribing the conduct of individual market participants, if such conditions are needed to ensure that ~rholesale rates are just and reasonable and nor unduly discriminator~~ or preferential. Reliance on cost-based rates ensures that ~~~holesale rates will remain ~~~ithin a zone of reasonableness. ~~lternativc conditions can also be crafted, but above a11, conditions must be targeted at the specific market po~~~er problems identified in the local area or region, be achievable within a reasonable period oI~ time, and be enforceable by both The abilityof FERC-[egulated FERC and the affected entities. public utilities t0 sell power 8t 'hhe ability of FERGregulated public utilities ro sell po~ti~er at market-based rates under the market-based rates under the FY.-~ is a privilege, not a right. FPA is a privilege, not a right. Iris not [~ ERC's mission to ensure that its market-based rare mgime benefits the sellers (and the Fnancial institutions that ha~~e lent money to them). Instead, FERCs marker-based rare policies must benefit consumers and their cormnunities by ensuring they are charged on1~~ `just and reasonable" rates, as Congress intended ~~~hen it enacted the FY,a. Conclusion PP~1 and its members arc not advocating the dismantling of each of Attie FERGjurisdictional RTOs now in place.:~or are they advocating the formation of additional KTOs. Rather, they seek to reform the existing R~I~Os, so char they operate to benefit elecu-ic consumers (rather than particular industry participants), and employ market mechanisms only as a means to an end (serving electric consumers), and not an end in themselves. In regions without R"1'Os, ~1PPr1 and its members urge polic~~nzakers to recognize important regional differences and to support. initiatives that promise to deliver substantial regional benefits in areas Stich as transmission planning and construction, market monitoring, and O:~SIS administration. FI/RC should also take steps in regions ~~~ithout RTOs to clarify and enforce open access transmission ntles to ensure that FERCjurisdictional transmission providers are indeed carrying out their obligations to transmission custorncrs. Finally, FhRC must revamp its rnarker- based rate polio' to ensure that electric consumers in both RTO and non- RTO regions pay only just and reasonable rates for electric generation. 26 Restructuring at the Crossroads: FERC Electric Policy Reconsidered