Stakeholder Comment and AESO Replies Matrix Service Proposals and Cost Estimating

Stakeholder Comment and AESO Replies Matrix
Re-Consultation on Proposed New and Amended Definition Changes Related to Proposed New ISO Rules Section 504.5, Service Proposals and Cost Estimating
(“New and Amended Section 504.5 Definitions")
Date of Request for Comment:
November 9, 2015
Period of Consultation:
November 9, 2015
through
December 11, 2015
Definitions – New
Existing
Changes made to Original Proposed Definitions
No definition currently exists in the ISO Rules
“cost estimate” means a compilation of all the
probable costs of the elements of a project
included within an agreed upon defined scope.
The cost estimate is to be provided in the form of
the “Cost Estimating Template” available on the
AESO website.
“original authorized budget” means a document
setting out the allocation of resources against
which cost performance will be measured and
assessed.
“accuracy range” means an expression of a cost
estimate’s predicted closeness to final actual
costs or time, which is typically expressed as
high/low percentages by which actual results will
be over and under the cost estimate.
No definition currently exists in the ISO Rules
No definition currently exists in the ISO Rules
No definition currently exists in the ISO Rules
No definition currently exists in the ISO Rules
AESO Replies to Stakeholder Comments 2016-02-29
Stakeholder Comments and/or Alternate
Proposal
AESO Reply
ENMAX Power Corporation (“EPC”)
1. Perhaps the concept of ‘time’ is not
relevant for the accuracy range,
considering the range is focused on
cost? If so, remove “or time”.
1.
The AESO agrees with EPC’s
comment and will remove “or time”.
“post permit and license estimate” means an
Association for the Advancement of Cost
Engineering Practices Class 2 cost estimate,
which is a cost estimate in an accuracy range
between -5 to -15% and +5 to +20%.
“final cost estimate” means an Association for
Page 1 of 4
No definition currently exists in the ISO Rules
the Advancement of Cost Engineering Practices
Class 1 cost estimate, which is a cost estimate
in an accuracy range between -3 to -10% and +3
to +15%.
“final energization” means the date on which a
transmission facility project or system access
service project, including a project that is
energized in stages, is fully energized and
operational, as specified in an energization
certificate or energization checklist of the ISO.
Definitions – Amended
Existing
Original Proposed Amendments
“service proposal” means a
document to be completed
substantially in the form of the
"Proposal to Provide Service" posted
by the ISO on its website.
“service proposal” means a
document that provides the scope of
work, cost estimates, project
schedule, assumptions and risks for a
transmission system project or
system access service project. The
service proposal is to be completed
substantially in the form of accordance
with the "Guidelines for Proposal to
Provide Service" posted by the ISO on
its the AESO website.
“service proposal estimate“ means
a document to be completed
substantially in the form of the
“Service Proposal Estimate” posted
by the ISO on its website.
“service proposal estimate“”
means a document to be completed
substantially inan Association for the
form Advancement of the “Service
Proposal Estimate” posted by the ISO
on its website Cost Engineering
Practices Class 3 cost estimate,
which is a cost estimate in an
AESO Replies to Stakeholder Comments 2016-02-29
Changes made to Original
Proposed Amendments
“service proposal” means a
document that provides the scope
of work, cost estimates, project
schedule, assumptions and risks for
a transmission system project or
system access service project.
The service proposal is to be
completed in accordance with the
“Service Proposal Guidelines for
Proposal to Provide Service”
posted on the AESO website.
Page 2 of 4
Stakeholder Comments and/or
Alternate Proposal
ENMAX
Power
Corporation
(“EPC”)
2. There are typos in the definition.
AESO Reply and/or Additional
Change
2.
The AESO has corrected the
typos. Note that the AESO has
also revised the “Guidelines
for Proposal to Provide
Service” to the “Service
Proposal Guidelines” to align
with the wording of Section
504.5 and the defined term
“service proposal”. This
change will also be reflected
on the AESO website.
accuracy range between -10 to -20%
and +10 to +30% as directed by the
ISO.
“direction” means where the ISO is
authorized by legislation or
regulation to either "direct" a TFO to
assist the ISO or to do any other
thing or where the ISO is authorized
by the ISO rules to require a market
participant to do any other thing,
that the ISO has directed such TFO
or market participant accordingly. A
market participant or TFO, as the
case may be, to whom a direction
has been delivered by the ISO may
refuse to comply with such direction
only if such market participant or
TFO notifies the ISO that the market
participant or TFO considers that
(a) a real and substantial risk of
damage to its transmission facility
or generation unit could result if the
direction were complied with;
(b) a real and substantial risk to the
safety of its employees or the public
could result if the direction were
complied with; or
(c) a real and substantial risk of
undue injury to the environment
could result if the direction were
complied with.
“direction” means, where the ISO is
authorized by legislation or regulation
to either "direct" a TFOthe legal owner
of a transmission facility to assist the
ISO or to do any other thing or where
the ISO is authorized by the ISO rules
to require a market participant to do
any other thing, that the ISO has
directed such TFO legal owner of a
transmission facility or market
participant accordingly. A market
participant or TFOlegal owner of a
transmission facility, as the case
may be, to whom a direction has been
delivered by the ISO may refuse to
comply with such direction only if such
market participant or TFO legal
owner of a transmission facility
notifies the ISO that the market
participant or TFO legal owner
considers that
(a) a real and substantial risk of
damage to its transmission facility or
generation generating unit could
result if the direction were complied
with;
(b) a real and substantial risk to the
safety of its employees or the public
could result if the direction were
complied with; or
(c) a real and substantial risk of undue
injury to the environment could result if
the direction were complied with.
AESO Replies to Stakeholder Comments 2016-02-29
The proposed amendments to the
defined term “direction” will not be
adopted.
ENMAX
(“EPC”)
Power
Corporation
3. Somewhat confusing, and
perhaps we should remove
reference to generating unit
under (a) in my opinion as these
conditions are essentially from
Section 35(2) of Electric Utility
Act (EUA).
Page 3 of 4
3.
The term “direction” is no
longer used in proposed new
Section 504.5. The proposed
amendments to the defined
term will not be adopted at this
time. Any revisions to this
definition will be made in a
subsequent consultation.
“final cost report” means a
document to be completed
substantially in the form of the “Final
Cost Report” posted by the ISO on
its website.
“NID Estimate” means a document
to be completed substantially in the
form of the “Needs Application
Cost Estimate” posted by the ISO
on its website.
“final cost report” means a
document to be completed
substantially in the form of the “Final
Cost Report” posted by on the ISO on
itsAESO website.
“NID Estimate” means a document
to be completed substantially in the
form of the “Needs Application
Cost Estimate” posted by the ISO
on its website.
“needs identification document
estimate” means an Association for
the Advancement of Cost
Engineering Practices Class 4 cost
estimate, which is a cost estimate
in an accuracy range between -15
to -30% and +30 to +100%, as
directed by the ISO.
AESO Replies to Stakeholder Comments 2016-02-29
ENMAX
(“EPC”)
Power
Corporation
4. There are typos in the
definition.
“needs identification document
estimate” means an Association
for the Advancement of Cost
Engineering Practices Class 4
cost estimate, which is a cost
estimate in an accuracy range
between -15 to -30% and +3020 to
+10050%, as directed by the ISO.
Page 4 of 4
4.
The AESO has corrected the
typos.