The Organization of MISO States Cost Allocation Principles Committee will meet as needed.
Webex and call-in information will be provided on the agenda.
| October 5, 2020 | Agenda | Minutes | Presentations |
MISO Presentation on cost allocation background: conducting regional transmission planning, guiding principles, pre-2020 historic MISO cost allocation methodologies, RECB and cost allocation evolution in MISO (creation of BRP, GIP, MEP, MVP). Considerations in Cost Allocation: voltage, load/gen, zonal benefits, congestion. |
|
| October 19, 2020 | Agenda | Minutes | Presentations |
FERC Staff on Order 1000 and Cost Allocation: focus on regional cost allocation, review of FERC six O1000 cost allocation principles. MISO on MTEP Overview and LRTP Plan Preview |
|
| November 2, 2020 | Agenda | Minutes | Presentations | Stakeholder Feedback |
MISO on Cost Allocation Methodologies: History of MISO cost allocation methodology development to date, basis for various allocations and project drivers, cost recovery implementation for project types. OMS Results of Broad Stakeholder Survey Q1+2: What problems exist in existing cost allocation options, what changes would help? Feedback: Responses to OMS CA Survey Q1 + 2. |
| November 16, 2020 | Agenda | Minutes | Presentations | Stakeholder Feedback |
Brattle Presentation on Cost Allocation Considerations: B/C Ratio individual approval vs. cost allocation for portfolios; quantifying Tx related benefits, cost allocation considerations, Brattle recommendations. Feedback: Additional stakeholder feedback to OMS CA Survey Q1 + 2. |
| December 14, 2020 | Agenda | Minutes | Presentations | Stakeholder Feedback |
OMS Results of Broad Stakeholder Survey Q3+4: what are your org’s guiding principles for cost allocation? Have you designed a CA proposal that OMS/MISO should consider? Feedback: Stakeholder feedback to OMS CA Survey Q3+4. |
| January 11, 2021 | Agenda | Minutes | Presentations |
OMS Review of ‘Zones’ and ‘Regions”: Basics of zones and regions at MISO. |
|
| January 25, 2021 | Agenda | Minutes | Presentations | Same material as Jan 11 Presentations | |
| February 22, 2021 | MISO Workshop | Discontinued link, older than 3-years, no longer housed on MISO website. | |||
| March 29, 2021 | Agenda | Minutes | Presentations | OMS Discussion Framework: Six questions (no answers) posed to CAPCOM: connecting MISO regional reliability requirement to state resource adequacy, state planning input, timeframe alignment (state/MISO), consideration of regional diversity, MVP thoughts and analytical methods, quantifying MVP metrics. | |
| April 19, 2021 | Agenda | Minutes | No Presentation: OMS discussed question 6 (MVP metrics) and evaluated OMS/TO/others principles for CA. | ||
| May 17, 2021 | Agenda | Minutes | Presentations |
MISO LRTP Workshop Review Presentation: Status update of LRTP – technical update and indicative roadmap review (need identified based on resource development) OMS RECB Feedback to MISO Review: Reviewed 5 questions posed by RECB re LRTP planning re metrics and criteria. |
|
| June 21, 2021 | Agenda | Minutes | Presentations | OMS Summary of OMS Member Poll: Anonymous state member poll results regarding seven questions on C/B thresholds, public policy considerations, individual projects vs portfolio inclusion, geographic zonal considerations for LRTP cost spread, benefit # considerations, benefits metrics use in business case vs cost allocation, future changes to CA methodology. | |
| September 8, 2021 | Agenda | Minutes | Presentations |
MISO LRTP Technical Study Status Update: Review of progress, solicitation of transmission solutions, next steps in LRTP review. |
|
| October 25, 2021 (Closed) | Minutes | ||||
| February 7, 2022 | Agenda | Minutes | Presentations | OMS Updates on LRTP Cost Allocation filing at FERC and JTIQ Portfolio Considerations: Update on LRTP cost allocation filing status with MISO and FERC, discussion of two JTIQ projects that overlap in JTIQ and LRTP | |
| May 2, 2022 | Agenda | Minutes | Presentations | OMS Updates: Review of OMS CA principles, review of ‘getting to granular’ discussion on cost allocation, updates on NARUC Task Force meeting, FERC NOPR cost allocation considerations | |
| September 12, 2022 (In-Person) | Agenda | Minutes | Presentations | OMS Updates: Overview of Tranche 1 (FERC sub-regional cost allocation approved June 2022, portfolio approved July 2022) and 2 progress (mid-futures refresh), MISO staff review of regional cost allocation methodologies, review of multi-state and single-state allocation methodologies | |
| October 19, 2022 (In-Person) | Agenda | Minutes | Presentations | OMS Review of SPP Voltage Thresholds, PJM Reliability Projects (and solution-based DFAX), PJM Economic Projects – discussion and review of each. MISO Review of Postage Stamp Mechanism: distinguishing MVPs, MVP allocation, MVP ratepayer impacts, load-ratio considerations. | |
| December 6, 2022 (In-Person) at 1:00pm ET | Agenda | Minutes | Presentations | OMS Tx Cost Allocation WG Update Review of October 2022 CAPCOM Discussion Questions - Deep Dive on accuracy vs. granularity, accounting for changing beneficiaries, hybrid allocation frameworks (demand vs. energy), and prioritizing benefits. Anonymized summary of OMS member-state perspectives. FERC Review of Interconnection Pricing Policies (Rahim Amerkhail): review of pre-2003 interconnection, unbundling interconnections service, Order 2003, participant funding OMS Review of Generator Pays: review of balance struck in 2010 (100% participant funding, OMS split views of MVP cost allocation) – state summary, regional planning snapshot, progress in changes (generator interconnection changes (DFAX), JTIQ study, and LRTP). |
|
| February 12, 2023 (In-Person) at 2:30pm ET | Agenda | Minutes | Presentations | Stakeholder Proposals | OMS Review of December 2022 Six Discussion Questions (gen pays, ID’ing cost causers and beneficiaries, current GIP allocation role, accounting for system wide benefits). Anonymized summary of results. Panel Discussion: Commissioner Fedorchak, Pawlowski – NextEra, Neigum – MDU, Sterm – FERC. Discussed historic MVP allocation, gen pays, DFAX, building cost-effective Tx Request for Proposals from Stakeholders: Granular approaches, should include quantification of benefits and allocation of costs. Stakeholder Proposals Submitted: Montana-Dakota Utilities proposal (intermittent generation (MWh) in denominator of MVP rate) to ID; Coalition of Large Industrial/End Use Customers (use ben metrics at TPZ/CAZ, include APC, avoided reliability and seams savings – using coincidental peak demand, limit use of sub-regional); Brattle (support for SPP highway/biway, MISO MVP) |
| April 10, 2023 at 1:00pm CT | Agenda | Minutes | Presentations | OMS Review of 1) RECB Status, 2) Review of Stakeholder Proposals to OMS, and 3) Review of Proposals Submitted to MISO Dec 2021: South Regulators (MS/LA) & TOs (AECC, Cleco, Entergy) – 3 MVP criterion, portfolio, B/C 1.25, etc.; Env Sector (100kV, $20m, 9 benefits, tiered allocation structure based on kV); DTE (hybrid LRTP CA, inc granularity, cost assignment based on MEP, use of ben metrics to assign remaining cost through MVP usage rate). OMS Review of ‘Other’ Proposals: SPP Highway/Byway, MISO conceptual framework, OMS staff strawman #1 (first 10% to ICs, 90% sub-reg), strawman #2 (flat x% to IC, remainder tiered approach). **Slide 21 – link to all full proposals. OMS Analytical Framework Overview: Preview of conceptual comparison map. |
|
| May 10, 2023 at 1:30pm CT | Agenda | Minutes | Presentations | Member Proposals | OMS Recap of new MISO Proposal and Discussion on Increased Granular Option Application : (50% subregion/50% cost allocation zone), discussion on application to Tranche 3, or others? Review and OMS Member-State anonymized responses to submitted proposals: Brattle, End-Use Sector, MDU, SPP Highway/Byway, MISO Conceptual, OMS Staff Strawman #1, #2, MISO South OMS Overview of Screening Criteria Development Process: Review of all submitted screening criteria to OMS. |
| June 26, 2023 at 1:00pm CT | Agenda | Minutes | Presentations | OMS Review of OMS Member-State Input on Screening Criteria, Application to all Proposals: weighting of eight proposals to review further, framework for member input via criteria, allocation and discussion of state agreement approach options (CAPX). OMS Review of Allocation by 8 Proposals: examples by each member proposal by zone (shows how it proposal would have changed allocation of costs). |
|
| August 3, 2023 at 1:00pm CT | Agenda | Minutes | Presentations | OMS Recap: CAPCOM Progress, Granular CA for Regional Reliability Lines Review of OMS-Member Screening Survey Results: 13 responses, proposals evaluated on: repeatability, avoidance of assignment to those not benefiting, ID beneficiaries and assign costs, improved, cost-effective planning? Review of in-depth comments received by proposal. ERSC Cost Allocation Resolution Update: Commissioner Cobos |
|
| March 1, 2024 at 10:00am CT | Agenda | Minutes | Presentations | ERSC Cost Allocation Proposal Review: Update on Feb 9, 2024 ERSCWG CA Proposal and ERSC Resolution on Cost Allocation Principles OMS CAPCOM Updates: CAPCOM progress review, granularity exploration review, recap of proposal review and findings |
|
| October 4, 2024 at 10:00am CT | Agenda | Minutes | Presentations | OMS CAPCOM Updates: CAPCOM progress review, discussion of 1920 (issued May 2024), LRTP Tranche alignment with Order 1920 Order 1920 Regional Tx Cost Allocation: Review of Order 1920 with Miles Farmer, ex FERC Advisor, Consultant (review of Order 1920, states, role, cost allocation requirements, potential MISO framework under 1920), MISO Order 1920 Compliance Update (verbal); OMS Discussion of Next Steps – Order 1920: eval of CAPCOM Charter, RSE 1920 Discussions, etc. |
|
| January 23, 2025 at 1:15pm CT | Agenda | Minutes | Presentations | OMS CAPCOM/1920 RSE Updates: Review of use of OMS-CAPCOM for 1920 discussion, overview of 1920-relevant state entities with voting eligibility for CAPCOM/Order 1920 RSE decisions (collected from each state), review of Order 1920 timelines; review of existing MISO cost allocation methodologies, MVP, and allocation, updates on other RTO-1920 group formation and progress; review of Order 1920 directives, open forum for next steps. | |
| April 28, 2025 at 1:00pm CT | Agenda | Minutes | Presentations | Member Feedback | OMS CAPCOM/1920 RSE Updates: MISO update on Order 1920 progress, pending MS/LA Order 1920 extension at FERC. Resulted in call for OMS state-member poll on interesting in new ex ante proposal, state agreement approach or input on voluntary funding mechanisms. MISO Order 1920 State Engagement Period Letter. Response to MISO State Engagement Initation Letter: Required confirmation letter to MISO re initiation of state engagement period as of March 2025. |
| June 10, 2025 (In-Person) at 2:00pm CT | Agenda | Minutes | Presentations |
MISO Update on LRTP Planning and Cost Allocation Practice Evolution: MISO seven-step process, Future evolution, business case analysis and alignment with Order 1920 benefit metrics; granularity review of MISO Tx project types. |
|
| July 31, 2025 at 1:00pm CT | Agenda | Minutes | Presentations |
MISO Order 1920 Gap Analysis: MISO compared Order 1920 directives with current MISO processes and found it was largely compliant. Twenty areas need more work including voluntary funding mechanisms and queue integration. The state engagement period runs through March 2026 ahead of a June 2026 regional compliance date. |
|
| September 25, 2025 at 1:00pm CT | Agenda | Minutes | Presentations |
Southern Regulator State Agreement Process (SAP) Proposal: New Orleans presented a draft SAP that would apply to projects located solely in MISO South that result from MISO’s Long-Range Transmission Plan. Under the SAP, Southern Regulators would have six months from project selection to reach unanimous approval for a specific cost allocation method to be applied. |
|
| February 20, 2026 at 10:00am CT | Agenda | Minutes (draft) | Presentations |