4901:5-5-04 Forecasts for electric transmission owners.

(A) General guidelines.

The electric transmission owner shall provide or cause to be provided data on the use of its transmission lines and facilities.

(1) The forecast shall include data on all existing transmission lines and associated facilities of one hundred twenty-five kilovolts (kV) and above as defined by the commission, for year zero to year ten.

(2) The forecast shall include data on all planned transmission lines and associated facilities of one hundred twenty-five kilovolts (kV) and above as well as substantial planned additions to, and replacement of existing facilities, as defined by the commission for year zero to year ten.

(3) The reporting electric transmission owner shall be prepared to supply to the commission on demand, additional data and maps of transmission lines and facilities.

(B) Transmission energy data and peak demand forecast forms.

The electric transmission owner's forecast shall be submitted in an electronic form prescribed by the commission or its staff.

(1) Electric transmission owners shall file energy delivery forecast (megawatt hours/year) data: Actual and forecast as shown on form FE-T1. The electric transmission owner shall indicate the total energy it received from all generating sources connected to their transmission system within Ohio as well as the total energy received from all generating sources connected to their system. They shall indicate the total energy received at interconnections with other electric transmission owners within Ohio as well as the total energy received from all its interconnections. The electric transmission owner shall report the total energy deliveries to interconnections within Ohio as well as to all its interconnections. The electric transmission owner shall report the total energy deliveries for loads within Ohio as well as to all load deliveries.

(2) Electric transmission owners shall file system seasonal peak load demand forecasts: Actual and forecast system peak demand levels for summer and winter seasons as displayed on form FE-T2, covering both native and internal loads, as defined in the form.

(3) Monthly data of energy and peak loads. The electric transmission owner shall specify in detail the methodology employed to produce monthly forecasts of energy and peak load for the current year and one year in the future. The reporting electric transmission owner shall provide or cause to be provided monthly information as required on the following forms:

(a) "Total monthly energy forecast" forecast information concerning monthly energy forecasts shall be provided for two years on form FE-T3.

(b) "Monthly internal peak load forecast" forecast information concerning monthly peak load forecasts shall be provided for two years on form FE-T4.

(c) "Monthly energy transaction" the reporting electric transmission owner shall provide or cause to be provided monthly data on all energy received and delivered for the twelve months of the most recent year for which actual data is reported on the forms FE-T5 and FE-T6:

(i) On form FE-T5 part A, the electric transmission owner shall provide or cause to be provided monthly data on all energy received under firm contract and nonfirm contract:

(a) From power plants directly connected to their transmission system.

(b) From other sources.

(c) The total energy received from all sources for the month.

(ii) On form FE-T5 part B, the electric transmission owner shall provide or cause to be provided monthly data on energy delivered under firm and nonfirm contract for the total system and for delivery points located in Ohio:

(a) The amount of power delivered to affiliated electric utilities.

(b) The amount of power delivered to other nonaffiliated investor-owned electric utilities.

(c) The amount of power delivered to cooperatively owned electric utilities.

(d) The amount of power delivered to municipally owned electric utilities.

(e) The amount of power delivered to federal and state electric agencies.

(f) The amount of power delivered for nondistribution service.

(g) The total amount of power delivered.

(iii) On form FE-T5 part C, the electric transmission owner shall provide or cause to be provided monthly data on system losses and/or unaccounted for energy by firm and nonfirm transmission service.

(4) The reporting electric transmission owner shall provide the following data on the operating conditions of transmission owner's system at the time of the system's monthly peak for each month during the most recent year on form FE-T6:

(a) The date and time of peak.

(b) The peak MWs.

(c) Any scheduled transmission outages on the system.

(d) Any unscheduled transmission outages on the system.

(e) Any emergency operating procedures in effect.

(C) The existing transmission system.

(1) The reporting electric transmission owner shall provide or cause to be provided a brief narrative description of the existing electric transmission system and identify any transmission constraints and critical contingencies with and without the power transfers to the neighboring companies detailed in forms FE-T7 and FE-T8:

(a) A summary of the characteristics of existing transmission lines shall be shown as indicated in form FE-T7, characteristics of existing transmission lines.

(b) A separate listing of substations for each line included in form FE-T7 shall be shown as indicated in form FE-T8, summary of existing substations.

(2) Each reporting electric transmission owner shall provide or cause to be provided maps of its electric transmission system as follows:

(a) One schematic map of the transmission network.

(b) A map showing the actual, physical routing of the transmission lines, geographic landmarks, major metropolitan areas, and the location of substations and generating plants, interconnects with distribution, and interconnections with other electric transmission owners.

(c) Two copies of the map described in paragraph (C)(2)(b) of this rule, for commission use, on a 1:250,000 scale. The electric transmission owners may jointly provide one set of maps to meet this requirement. Participation in the commission's joint mapping project will meet this requirement.

(D) The planned transmission system.

The reporting electric transmission owner shall provide or cause to be provided a detailed narrative description of the planned electric transmission and identify any transmission constraints and critical contingencies with and without the power transfers to the neighboring companies and a description of the plans for development of facilities for years zero through ten as follows:

(1) Specifications of planned transmission lines shall be provided on form FE-T9, specifications of planned electric transmission lines for:

(a) New lines requiring new rights-of-way.

(b) Lines in which changes of capacity, either in terms of current, voltage, or both, are scheduled to take place.

(c) Other changes in transmission lines or rights-of-way, which would be considered as substantial additions, as defined in rule 4906-1-02 of the Administrative Code.

(2) A listing of all proposed substations shall be provided in form FE-T10, summary of proposed substations.

(3) The transmission forecast shall include maps of the planned transmission system as follows:

(a) An overlay to each of the maps required in paragraph (C) of this rule showing the planned transmission lines, substation, and generating plants as they will tie into the existing system; planned lines shall be shown and identified as such and keyed into form FE-T9, to provide as complete a picture of the system as is possible. Combined maps showing both existing and proposed facilities may be substituted for the overlays. Where planning horizons make it impractical to comply fully with the data requirements of this rule, as many data as are available shall be provided along with the estimated date on which additional data will be available.

(b) Two copies of the above overlay, for commission use, on a scale of 1:250,000. The electric transmission owners may jointly provide one set of overlays to meet this requirement. Participation in the commission's joint mapping project will meet this requirement.

(E) Substantiation of the planned transmission system.

The reporting electric transmission owner shall submit a substantiation of transmission development plans, including:

(1) Description and transcription diagrams of the base case load flow studies of the transmission owner's transmission system in Ohio, one for the current year and one as projected either three or five years into the future, and provide base case load flow studies on computer disks in PSSE or PSLF format along with transcription diagrams for the base cases.

(2) A tabulation of and transcription diagrams for a representative number of contingency cases studied along with a brief statements concerning the results.

(3) Analysis of proposed solutions to problems identified in paragraph (E)(2) of this rule.

(4) Adequacy of the electric transmission owner's transmission system to withstand natural disasters and overload conditions.

(5) Analysis of the electric transmission owner's transmission system to permit power interchange with neighboring systems.

(6) A diagram showing the electric transmission owner's import and export transfer capabilities and identifying the limiting element(s) during each season of the reporting period. In addition, the reporting electric transmission owner will provide a listing of transmission loading relief (TLR) procedures called during the last two seasons for which actual data are available. That listing may include only those TLRs called as a result of a transmission limit on the reporting electric transmission owner's transmission system. For each TLR event, the listing shall include the maximum level, and the duration at the maximum level, and the magnitude (in MW) of the power curtailments.

(7) A description of any studies regarding transmission system improvement, including, but not limited to, any studies of the potential for reducing line losses, thermal loading, and low voltage, and for improving access to alternative energy resources.

(8) A switching diagram of the transmission network.

(F) Regional and bulk power requirements.

To avoid the inefficiencies associated with having each electric transmission owner report this data, the electric transmission owners may have the regional transmission system operator submit a single report on their behalf. This information shall be provided as soon as it becomes available. Data provided to the commission concerning the electric transmission owner's existing and planned bulk power transmission system (two hundred thirty kV and above) shall include the following:

(1) The most recent regional power existing facilities and an authorized map.

(2) A plan on the bulk power transmission network of the region in service (total certified territory of the companies in the region including out-of-state certified territories) at the time of the report, including interfaces with adjoining regions.

(3) Regional transmission system power interchange matrix.

(4) A transmission diagram and a summary of the load flow base case studies of the bulk power network of the region as it now exists at the time of reporting.

(5) A plan of the bulk power transmission network of the region (including interties with adjoining regions) and the general routing of facilities committed or tentatively projected for service within ten years, including identification of principal substations, operating voltages, and projected in-service dates.

(6) A list and diagram showing transmission constrains of the bulk power transmission network, including interconnections.

(G) To the extent that information sought in this rule contains critical energy infrastructure, the reporting person shall provide such information to the commission's staff but redact all such information before filing in the case docket.

Replaces: 4901:5-5-03

R.C. 119.032 review dates: 11/30/2011 and 12/01/2015
Promulgated Under: 111.15
Statutory Authority: 4901.13 , 4935.04
Rule Amplifies: 4935.04
Prior Effective Dates: 11/20/87, 1/15/90, 8/17/90, 9/18/00, 5/31/07, 12/10/09