WHEELING CHARGES Charge # 0382: High Voltage Wheeling Charge Due ISO Charge # 0383: Low VoltageWheeling Charge Due ISO Charge # 0384: High Voltage Wheeling Revenue Due TO Charge # 0385: Low VoltageWheeling Revenue Due TO Ali Miremadi (916) 608-1131 amiremadi@caiso.com Updated 2/2006
Agenda Overview of Transmission Access Charges Review Key Documents Settlement Presentation Due ISO: CT 382 and 383 Due TO: CT 384 and 385
TAC AREAS Northern TAC Area (PG& E, et al.) East Central TAC Area (SCE, et al.) West Central TAC Area (LADWP, et al.) (Not a TAC Area Yet) Southern TAC Area (SDG&E, et al.)
Key Document -Wheeling Access Charges Note Table Descriptions Table 1- Multi-owned Points Table 2- Single-PTO owned points Table 3- Interconnections with Non-PTOs- SCE Table 4- Interconnections with Non-PTOs- PG&E Table 1: Wheeling Access Charges The following tables contain Wheeling Access Charges at the scheduling points. The Wheeling Access Charge is applicable for Wheeling on the ISO Controlled Grid. No Wheeling Access Charge is applied if a Scheduling Coordinator uses only Existing Transmiss High Voltage (HV) Wheeling Access Charges are assessed for wheeling from transmission facilities with voltage rating of 200 kv or higher. Wheeling from transmission facilities with a voltage rating of less than 200 kv will result in Low Voltage (LV) Wheel Scheduling Points Owned by More than One Participating TO: The applicable Wheeling Access Charge is shown for each month to reflect that the amount of Converted Rights associated with these Scheduling Points may change monthly. Table 2: Scheduling Points Owned by a Single Participating TO. Table 3: SCE Take-Out Points Interconnecting Non PTOs Within the ISO Control Area to the ISO Controlled Grid. Table 4: PG&E Take-Out Points Interconnecting Non PTOs Within the ISO Control Area to the ISO Controlled Grid. http://www.caiso.com/docs/2005/10/07/2005100708162528056.html
How to Obtain a Copy of Wheeling Access Charges Document On CAISO Website (WWW.CAISO.COM) Choose Enter the Operations Center) On top menu, choose Markets Settlements On left menu choose Market & Administrative Charges Choose Wheeling Access Charges Please note the two additional documents available at this location: 1) Non PTO Wheeling Reporting Procedure and 2) Reporting ETC data for Wheeling Charge Exemptions Choose Wheeling Rates
Key Document - Settlement Detail File Spec Wheeling details are provided daily in the ISO s Settlement Detail File Specs. However, Wheeling Charges appear monthly on the last preliminary and final settlement statement of the month.
How to Obtain a Copy of Settlement File Specification On CAISO Website (WWW.CAISO.COM) Choose Enter the Operations Center) On top menu, choose Markets Settlements On left menu choose Technical Documentation Choose Settlement Documentation Choose the latest version of Settlement File Specification
Settlement Presentation Wheeling Charge Due ISO- CT 382 & CT383 When Wheeling Charges are Assessed HVAC vs. LVAC How Wheeling Charges are Calculated Validating the Charge Example Wheeling Revenue Due TO- CT 384 & CT 385 Example
When are Wheeling Charges Assessed? A Wheel Through (Import & Export) For example, moving energy from APS to BPA. A Wheel Out (Export). For example, a SC schedules a generator within the ISO control area and exports the energy to BPA. Non-PTO Load For example, a SC schedules a municipal load- like Colton
High Voltage vs. Low Voltage Wheeling Access Charges are differentiated by voltage level High Voltage Wheeling Access Charges (HVAC) 200 kv and above ISO Grid wide rate (transition over 10 years- began Jan 01) Revenues spread to all TAC Areas/PTOs Low Voltage Wheeling Access Charge (LVAC) Below 200 kv Utility specific rate Revenues flow back to specific utility
Wheeling Charge=Price x Quantity Price = Wheeling Access Charge ($/MWh) The High Voltage, and, if applicable, the Low Voltage Wheeling Access Charge at the Scheduling Point where energy was scheduled to exit the ISO Controlled Grid Quantity = Actual Energy that was exported at a Scheduling Point (MWh) The actual energy that was exported off the ISO Controlled Grid at a Scheduling Point- the Checked-out value (equivalent to the meter read from a generator)
Validating the Charge- 3 Steps 1. Identify the Wheeling Access Charge by Scheduling Point- Must Consider Voltage Level 2. Begin with Your Final HA Schedules to Determine the total MWhs Wheeled Across each Scheduling Point, account for any real-time operational adjustments made to these export schedules. 3. Compare your schedules with the Intertie Details in Section 4.2, GMC, Wheeling & Market Uplifts Detail File in the ISO s Settlement Detail File Spec.
Example: 400 MW; (SC2)
Wheeling Example Identify Wheeling Access Charge at each Scheduling Point, by Voltage Level, For Example: Scheduling Point COB MALIN_5_RNDMTN Blythe BLYTHE_1_WALC Muni Vista Voltage Level (kv) Voltage Designation HV WAC ($/MWh) LV WAC ($/MWh) 500 HV 2.95 N/A 161 LV 3.00 0.17 230 HV 2.04 N/A Multiply Wheeling Access Charge by Actual MWh that Flowed at each Scheduling Point by Voltage Level Sum all Wheeling Charges by Voltage Level
Wheeling Example WABC * QChargeW = Wchg A X B = C SC1 SC1 HV SC2 SC2 HV SC2 LV SC3 SC3 HV WABC Muni QchargeW Muni WChg Muni WABC COB QchargeW COB WChg COB Total WChg HV or LV $3.00 100MW $300 $2.95 100 MW $295 $595 HV WABC QchargeW WChg WABC QchargeW WChg Total WChg Blythe Blyth Blythe COB COB COB HV or LV $3.00 100 MW $300 $2.95 400 MW $1180 $1480 HV $0.17 100 MW $17 N/A 400 MW $0 $17 LV WABC QchargeW WChg Total WChg COB COB COB HV or LV $2.95 100 MW $295 $295 HV
Wheeling Revenue Due TO CT 384 & 385 Wheeling Revenue is Allocated to the Participating Transmission Owners: First, based on Ownership at a scheduling point Second, based on a PTO s TRR/Total TRR by TAC Area
Example: California Independent
Summary Charge assessed to SCs with schedules exiting/leaving the ISO Controlled Grid Charge based on gross exports, not net Charge based on actual flows (not always what you scheduled- may be curtailed) If exit point is below 200 kv, Low Voltage Wheeling Access Charges are also incurred (in addition to High Voltage WAC)
Questions? California Independent