UNITED STATES OF AMERICA

BEFORE THE

FEDERAL ENERGY REGULATORY COMMISSION

 

 

Electricity Market Design and Structure                                                              RM01-12-000

 

 

COMMENTS OF EDISON ELECTRIC INSTITUTE

 

            The Edison Electric Institute (EEI), on behalf of its Alliance of Energy Suppliers (Alliance), Transmission Group and Energy Services divisions, is pleased to file the following comments on the Commission’s Working Paper on Standardized Transmission Service and Wholesale Market Design (SMD Working Paper) in this important proceeding.[1]

EEI is the association of the nation’s shareholder-owned electric utility companies and industry affiliates and associates worldwide, including companies that generate, transmit, and distribute electricity and provide an array of energy and other services to their customers.  The Alliance division of EEI represents independent power producers, generators, and power marketers in the United States’ wholesale electricity markets.  The EEI Transmission Group represents utilities and transmission companies that transmit electricity in wholesale transactions.  The Energy Services division represents the retail services and load serving entities of EEI member companies.  Together our U.S. members serve nearly 95 percent of the customers of the shareholder-owned segment of the industry and about 70 percent of all consumers of electricity in the United States, generating and delivering almost 70 percent of the country’s electricity.

I.          Executive Summary

            EEI welcomes the SMD Working Paper for development of a standard market design for national wholesale electric markets.  Conceptually, it sets forth an excellent framework for developing standardized electric markets and should help to bring stability to what has appeared to be a confusing and changing regulatory landscape.  EEI believes that the Commission’s SMD, particularly the creation of centralized markets and the single Network Access Tariff (NAT) present a new paradigm for the provision of electric and transmission services in many areas of the nation.  It moves from a “wheeling model” promulgated under Order No. 888 (which is conceptually based on an integrated utility moving electrons for others when it has capacity to spare) to a centralized market using one transmission service, with transmission capacity allocated based on price, not ownership. 

As a result of this paradigm shift, many regions of the country will have to develop new systems and facilities – over and above those contemplated under Order No. 2000 and Regional Transmission Organization (RTO) implementation.  Moreover, implementation of the concepts in the SMD Working Paper will involve many complex cost, jurisdictional and practical issues.  We urge that the Commission move forward to develop the standard market design (SMD) and rulemaking in a manner that remains mindful of the complex issues affecting different stakeholders that must be resolved in the process of achieving the objectives of developing well functioning and well designed wholesale electricity markets at least cost in conjunction with appropriate state regulators.  By doing so, the SMD should bring benefits to all electric customers, regardless of the degree of electric restructuring in their state.

EEI particularly applauds the Commission for developing a coherent wholesale electricity market design based on principles that have been proven to work in several regions of the United States.  Conceptually, EEI supports much of the SMD set forth in the SMD Working Paper.  In particular, EEI agrees with many of  the core elements of the SMD proposed in the SMD Working Paper, including provisions for:  day-ahead and real-time wholesale energy markets; spot energy prices that result from and are linked to the physical dispatch of the system through locational marginal prices (LMP); and congestion management performed through the use of LMPs, including use of tradable transmission rights as a hedging tool to assure a known price for transmission.  Finally, EEI agrees with the Commission that the RTOs should have a market monitoring unit that is independent of RTO management and that the SMD should be open to further development as more experience is gained.

While we strongly endorse the framework of the SMD Working Paper, EEI offers comments on a number of proposals.  EEI recommends that the Commission make rulings in existing RTO filings as the chief vehicle for establishing independent transmission providers, nationwide, as well as to provide regulatory clarity and certainty.   EEI recommends that the Commission provide an opportunity for different business models of independent transmission companies be permitted to operate in coordination with RTO markets and system dispatch requirements.   EEI recommends that the Commission obtain state public utility commission support for the NAT as the single transmission tariff for all service.  EEI also recommends that the interim hubbing measures be consistent with reliability requirements.  While EEI fully supports the Commission’s commitment to expanding demand response, EEI cautions that new initiatives need to be integrated carefully within existing demand response programs.  Expansion and planning policies need to be consonant with the evolution of the markets and to reflect the need for new resources – particularly transmission -- and congestion reduction.  In addition, as transmission is shifted from state to federal jurisdiction, the Commission needs to limit transmission owner and operator liability consistent with its policies on the gas side and with decades-old state policies.  Reserve markets need more development to function properly and capacity adequacy needs to be addressed.  The SMD should include clearinghouse functions and market monitoring units should be advocates for competition.  Finally, EEI urges the Commission to work with states and utilities to find ways in due course to integrate the benefits of SMD with state retail market design.[2]

In keeping with the Commission’s new and welcome practice of incorporating substantial public discussion in its rulemakings,[3] EEI urges that in this most important docket the Commission to continue its programs of outreach and dialogue to address both continuing policy concerns and regional and local implementation issues.[4]  EEI believes that the industry needs to avoid high cost mistakes and consequent stranding of costs.  In order to implement SMD in a least cost manner, existing regional infrastructure assets and human resources should be incorporated to the maximum extent;  it is critical to coordinate closely with state regulators.  Continuing regional consultations would focus on identifying how to achieve least cost solutions adapted to each region.  EEI also believes that such an approach could lead to entities being in a position to make conforming filings prior to the issuance of a final rule.

II.        EEI Commends the Commission’s Vision in the SMD Working Paper, But Cautions that Some Provisions May Need to Be Modified in any NOPR.

 

EEI supports the Commission’s plan to bring full competition to all wholesale electric markets nationwide.  EEI is hopeful that the Commission, working with the industry and the states, can devise additional mechanisms to bring federal, state and municipal power suppliers as well as cooperatives into full conformity with the SMD.  In anticipation of a formal rulemaking, the SMD Working Paper focuses squarely on designing uniform national market rules and structure through a new, single-service open access tariff – the Network Access Tariff -- as the centerpiece of RTO development. 

A.     EEI Generally Supports the Concepts Expressed in the Commission’s SMD Working Paper.

 

EEI commends the Commission for developing a coherent wholesale electricity market design based on principles that have been proven to work in several regions of the United States.  EEI supports much of the SMD set forth in the SMD Working Paper.  EEI agrees that the SMD should include day-ahead and real-time wholesale energy markets.  Such a design should allow for the coordination or the integration of the system operation and market administration functions to be accomplished in a manner using existing infrastructure.  EEI believes, however, that the SMD can and should also allow for alternative transmission business models.  Spot energy prices should result from and be linked to the physical dispatch of the system through locational marginal prices (LMP).  Congestion management should be performed through the use of LMPs and include tradable transmission rights as a hedging tool to assure a known price for transmission.  EEI agrees that RTOs should have a market monitoring unit that is independent of RTO management.  EEI applauds the Commission’s balanced approach in calling for “the regional transmission planning process . . . [to] be aggressive about facilitating new demand response, transmission or generation construction as needed.”[5]  Finally, EEI agrees with the Commission that the SMD should be open to further development as more experience is gained.[6]

B.                 EEI Notes That Certain Elements of the Proposed SMD and Transmission Service Need Modification.

 

While supporting many aspects of the SMD and the introduction of a new NAT, EEI cautions that a number of elements proposed in the SMD Working Paper may hinder achieving an SMD in a timely manner, may need to be adjusted or could prove harmful to developing well functioning wholesale markets.  These elements are discussed below.

1.         EEI Believes That A Key Step to Implementing the SMD Will Be For the Commission to Rule on Existing RTO Proposals.

 

The Commission calls for administration of the markets, as well as the performance of a number of critical functions,[7] by “an entity independent of the market participants.”[8]  This “transmission provider”[9] could be an RTO or ISO or an “independent entity.”  EEI believes that the most effective way for the Commission to achieve this objective is to rule on the existing proposals before the Commission to form RTOs.  It is not clear that establishing an “independent entity” as an interim step will not be a distraction from the task of implementing Commission-approved RTOs.  Virtually all regions have RTO proposals on file.  Swift and clear Commission action will speed the process and stabilize current regulatory uncertainty.

2.         Different Approaches to Coordinating Market Operations and Grid Operations are Necessary to Achieve Full Development of Transmission Businesses and Their Contribution to the SMD and Congestion Management

 

Regarding the “slice and dice” debate about how to structure the transmission business models, EEI notes that the Commission said it would make scope and governance calls in individual RTO cases.[10]  The Commission did, however, address a major element influencing the ability of independent transmission companies to contribute positively to the workings of the market and to bringing benefits to customers:  co-locating the market operations with the system operations.[11]  Without taking sides on the question, EEI points to the fact that there are different types of efficiencies to be obtained in different regions of the country and therefore the solution need not be made with a one-size-fits all approach.   

Historically, in the northeast, for many decades utilities developed a regional, centralized dispatch of numerous systems.  With the advent of Order No. 888, requiring the tight pools to file a single tariff, it may have been most efficient for each of the sub-regions to overlay a single market design over existing system dispatch infrastructure.  This legacy, of course, should not preclude entities within that region finding new or continuing to use other approaches that may be more effective and efficient, using satellite control centers[12] or combining a super-regional market and LMP dispatch but retaining multiple control centers.

In other areas of the country, large systems have historically not been integrated for control purposes.  It may be more efficient  -- and less costly -- to use existing control areas and personnel to implement system dispatch while developing the various markets (day ahead, real time, ancillary services, transmission rights) and locational dispatch protocols into one centralized operation.  This will permit vital regional market and dispatch functions to be centralized while operations in various control centers can perform functions consistent with the market design, thereby allowing for regional differences and innovation. 

While there must be absolute coordination between market operations, system dispatch and system control, there may be different low cost approaches to achieving that objective.  In order to avoid stranding costs and more importantly to fully use existing physical plant and human resources, the Commission will need to allow different solutions.  This will blend the single standard market design with different but compatible business models appropriate to different regional conditions.

3.         The Commission Should Seek State Concurrence on the Proposal to Adopt a Single Transmission Tariff for all Transmission Service.

 

The requirement that all transmission be served under a single, federal tariff will need substantial agreement from state public utility commissions.  EEI members could find themselves caught between two conflicting jurisdictions unless this question is settled.  The conflict can take many forms.  It would be unfortunate, leaving aside the question of jurisdiction, for the Commission’s objectives to founder on state reluctance to permit public utilities to convey control of their transmission systems to RTOs.[13]  While the proposed single transmission service proposal clearly would establish non-discriminatory access for and treatment of all generation, EEI urges the Commission to obtain consensus of the states on this provision.  EEI notes that there could be other options to the single tariff, including separate transmission and market tariffs, as the Commission required for the New York ISO.

4.      EEI Supports the Formation of Interim Physical Trading Hubs That Provide Market Flexibility in a Manner Consistent with System Reliability and Asks the Commission to Carefully Examine Transitional Implementation Issues.

 

As a transition device, the SMD Working Paper proposes that transmission providers that do not offer centralized markets should implement interim physical trading hubs.[14]  EEI supports the concept of “hub” transmission service if such service is designed in a manner that does not undermine system reliability or increase risks for the pre-existing transmission customers.  Such a service is strongly desired by many market participants today for the additional flexibility it provides transmission customers and for complementing the established financial trading hubs across the country.  As envisioned, hub transmission service would provide physical transmission service commensurate with the energy products traded universally across the interconnect – even without SMD.

Although the SMD Working Paper suggests that some transmission providers should implement physical trading hubs prior to the full tariff redesign, the proposal is not discussed in detail.  EEI requests that the Commission  use the upcoming NOPR process to further develop the precise design and operation of these hubs, and to determine the circumstances that would have to exist in order for such hubs to be employed in a manner that maintains system reliability and that actually encourages competitive wholesale markets.  Finally, as the Commission proceeds to clarify its policy towards interim physical trading, EEI urges the Commission to carefully distinguish between hub transmission service and an actual scheduling hub.  Unlike the former, a scheduling hub would allow customers to not only purchase hub transmission service, but to actually schedule unbalanced transactions to/from the hub because the hub would itself be considered a pseudo "source" or "sink".  Until a balancing market is implemented as part of the SMD, allowing unbalanced schedule to the hub could be problematic.

5.      EEI Fully Supports Expansion of Demand Response in the SMD But Cautions That the Commission Should Accommodate, and Not Interfere, With Cost-Effective Bilateral Programs.

 

EEI fully supports efforts to implement demand response as part of the SMD.  Demand response, as the Commission points out, “is essential in competitive markets to assure the sufficient interaction of supply and demand”.[15] Allowing customer demand response to price signals has the potential to bring substantial benefits to the growth, depth and liquidity of wholesale electric markets.  In addition to the Commission’s cited benefits of market power mitigation and greater customer choice, demand response can dampen volatility, lower prices to consumers, support reliability, contribute to conservation, and create business opportunities.

EEI believes that the framework set forth in the SMD Working Paper for incorporating demand response as an integral part of the SMD provides a good platform for further efforts to define the role of demand response, to learn from the wide range of demand response programs ongoing at the retail level, and to determine how best to harmonize demand response at both the RTO and retail customer levels.  EEI members have decades of experience in operating cost-effective state-approved demand response programs.  Actions taken and rules promulgated under the SMD should accommodate, and not interfere with, these cost-effective bilateral programs.  Moreover, since demand response measures involve retail service issues, the Commission must work closely with state commissions to coordinate integration of these measures into regional market structures.  EEI is also concerned that demand response programs that are uneconomic, or that impose preferences, subsidies, or arbitrary targets may distort the market and lead to inefficiencies as well as conflicts with state programs.

In working through these next steps to define demand response in the context of the SMD, EEI notes, and as FERC is keenly aware,[16] that accommodating demand response in the wholesale markets is only one of a wide range of proposed modifications to market design and market rules, and by itself is not a complete solution to some existing market weaknesses.  While demand response will have mitigative effects on the potential exercise of market power, EEI recommends to the Commission that demand response by itself may not be sufficient – particularly in the early stages of transition - and that the Commission should not rely on it as a sole mechanism for mitigating market power.  For example, to the extent that retail rate caps mute the price signal to retail customers, the potential for demand response to mitigate market power will be limited... 

 

            Customers should have options to protect against high and/or volatile prices and system emergencies.  For example, in system emergencies, customers should be able to reduce demand in accordance with contracts or bid-based pricing.  EEI believes that there should be some standards defining when both resources and customers can respond quickly during periods of price volatility or system emergency.  These standards can serve the dual goals of advancing competitive wholesale markets while also ensuring system reliability. 

EEI recommends that if any demand response programs developed at an RTO level permit third-party demand response providers, that the SMD encourage information sharing between load serving entities (LSEs), demand response providers, and RTOs.  The purpose of information sharing is to provide the LSE with the opportunity to know if a customer plans to reduce load, to assist the LSE in its own scheduling requirements, and to ensure that the RTO is not double counting demand response from customers who are participating in multiple programs. This is particularly central in states without retail competition.  The Commission needs to assure that demand response programs in the SMD accommodate the varying stages of retail restructuring. 

EEI strongly supports the Commission’s recommendation that “[d]emand response options should be available so that end users can respond to price signals and reduce loads as they feel the price exceeds their individual willingness to pay for delivered electricity.”[17] It is important that the SMD accommodate the ability of buyers in the RTO or other markets to submit price responsive demand bids, i.e., negatively sloped demand curves.    EEI also supports a general proposal that demand can participate in some product markets as sellers, e.g., by offering to sell operating reserves or by providing emergency load reduction.  However, recommendations that demand response and generation supply be treated as equivalent may not be appropriate in all markets, since the two display significant differences in operational and economic characteristics.

If demand response is treated as a form of supply, as described above, the Commission should require in the SMD that sellers of demand meet the same general business standards as sellers of supply, including performance, licensing, creditworthiness and market monitoring and mitigation requirements.  This would help assure that demand response achieves wide acceptance and is viewed as a legitimate alternative.

Finally, EEI recommends that the Commission encourage an industry consensus-building effort for developing standards for integrating demand response into markets.  This  willThis will lead to swift implementation of economically efficient, market-based approaches.  This approach will also allow for the Commission and stakeholders to learn from ongoing state retail demand response programs, including which approaches are most cost effective. 

6.         Long-term Planning and Expansion Needs to be Consistent with Emerging Market Forces.

 

EEI commends the Commission’s balanced approach to long-term planning and expansion and the principle that the planning process should “identify opportunities for increasing competition, particularly the elimination of local market power when possible, and should be aggressive about facilitating new demand response, transmission and generation construction as needed.”[18]  The Commission’s detailed proposals regarding long-term planning and expansion[19] appear, however, to take a step back toward central planning approaches by providing that “the RTO would choose an ultimate solution, whether transmission, generation or demand side, after vetting proposals through an open stakeholder process.”[20]  There is a risk that this approach could impede development of competitive generation supplies, could stymie the development of economically efficient demand response, and at the same time undermine investment in transmission as well as vitiate the necessary regulated monopoly status of transmission. 

EEI offers two principles that the Commission should apply in developing long-term planning and expansion.  One, as in any other industry, market risk should be placed on competitively supplied elements.  Generation, merchant transmission and demand response programs arguably should meet the market test.  Regulators and RTO managers and their stakeholder advisers should not be dictating development.[21] 

Two, planning for transmission expansion and its response to the new competitive realities of generation unpredictability and demand fluctuations will require a paradigm shift.  When supply and transmission were developed by a regulated franchised utility based on projections of a static demand, and regulators could shape rate changes to minimize rate shock, centralized planning for transmission expansion was consistent with centralized planning for generation.  Today and tomorrow, when generation, merchant transmission and demand (where possible) can and should respond to market forces, transmission needs to respond to these new market forces.  

In the SMD Working Paper, the Commission advocated long term planning and expansion rules that could substitute centralized RTO planning – driven by participant-sector voting – for traditional regulated investment mechanisms and for truly market-responsive decisions.  At the heart of the debate is the role of transmission in wholesale electricity markets:  Is transmission a substitute for (or, competitor with) the supply and demand sides of the market, or is transmission a complement for supply and demand by joining them through the delivery infrastructure?  In some circumstances, the substitutability of generation or demand response for transmission can be identified.  For example, constraints might be eased by building new generation within a load pocket or by expanding transmission into the pocket; conservation or other demand reduction, if they are reliable and sure to persist, may remove or at least delay the need for new transmission investment.

Transmission is, however, the backbone of the electric utility system and is much more of a complement to the supply and demand functions than it is a substitute.  EEI believes that a robust transmission system is imperative in order to deliver the benefits of competition to customers, including greater access for new competitive generation resources, reduction of congestion costs and greater reliability.  Rules that completely remove transmission investment planning decisions from the owners (who are also the investors) of the transmission system introduce a greater risk that needed transmission investment just won’t happen.  Rules that place the origination and determination of transmission investment planning and decision processes with market participants, regulators and special interest groups rather than investors may create gridlock. 

EEI recommends that the Commission take substantial comment and develop a carefully crafted policy regarding planning and expansion so as to achieve the greatest public benefit.  The Commission’s proposed centralized RTO approach is in need of review and clarification so that the roles and responsibilities are clearly and appropriately delineated.

 

 

 

 

7.         The NAT Needs to Limit the Liability of Transmission Assets Under Federal Jurisdiction.

 

EEI urges the Commission to address the important issue of limitation of the transmission owner’s liability in the reformation of the OATT.  In doing so, EEI believes that limiting transmission owner liability to gross negligence and intentional actions, as the Commission recently articulated for the natural gas pipelines,[22] will help to spur RTO formation, the advance of the SMD and the adoption of an NAT.  In the past, as noted by the court in the order No. 888 litigation, “FERC . . . allowed electric utility tariffs to explicitly limit a utility’s liability for service interruptions to instances of gross negligence or willful misconduct.”[23]  The Commission has rejected provisions limiting liability in the OATT with the argument that state regulatory limitations already provided that protection.[24]  However, because considerable transmission assets have been transferred from state to federal jurisdiction since Order No. 2000 and the Commission’s current policies will further that transfer, state tariff limitations will have a declining role.  EEI recommends that the current policy be changed to substitute a federal protection that comports with previous state law limitations and the similar protection offered to gas pipelines.  The same public policy rationales that supported the state limitations of liability support the Commission adopting that same limitation.  It keeps costs low and fair, it puts the risk on the entity most appropriate to bear and accommodate it, and it does not change the transmission owner’s responsibility to provide the safe and reliable service it has always had. 

8.                  Reserve Markets Need More Development.

The SMD Working Paper appears to prescribe a system of reserve markets that clears day ahead based upon availability bids and with provision for self supply.  The SMD Working Paper correctly points out that such markets should insure by their design that higher valued products should have higher prices than lower valued products and that higher valued products should be substituted for lower valued products where the price is lower and they are substitutes.  The problem with the prescription is that such a market is not in operation.  PJM allows for self supply, but does not simultaneously optimize its reserve and energy markets.  New York ISO simultaneously optimizes, but does not provide for self supply.  This is an area where more development work is needed.  Instead of prescribing an untested end state, the Commission should allow alternative formulations of these markets as long as the totality of the energy, reserve and capacity markets work together to provide proper price signals.  

                        9.         Capacity Adequacy Needs to Be Addressed in Each RTO.

            The SMD Working Paper does not prescribe a specific capacity market, but recognizes the need for some mechanism to insure system adequacy.  The Paper concludes that “… there may be a need to include specific measures to insure that LSEs maintain a reasonable reserve margin.”[25]   The Paper also correctly recognizes that the design of mechanisms to insure that LSEs procure an adequate amount of capacity is a contentious one.[26] 

            The history of tight power pools in the Northeast is instructive in defining the issues.  A capacity market has been part of the design of the tight power pools in the Northeast for decades.  The rationale for a capacity market was that when a participant was short of energy, additional energy could be purchased at formula rate based upon the marginal cost of operation.  In addition, if in real time the pool was short, curtailment rules provided for equitable, although not necessarily economic, means of customer interruption.  Since the marginal cost of operation would only recover the operating costs of the last unit that operated, that unit was not compensated for its capital costs through the energy market.  Instead the capital costs were recovered through retail rates of the integrated utility providing the service to the end use customer.  However, under this system there needed to be some type of mechanism in place to insure that one set of retail ratepayers did not lean on or be subsidized by another set of retail ratepayers.  Accordingly, along with this system of cost based regulation, it was sensible for the pool to require as a condition of membership that all participants have sufficient capacity to meet their own requirements and enforce it with a capacity deficiency mechanism, thereby ensuring that no one participant leaned on the resources of another without providing compensation.  When the tight pools developed markets, they naturally tried to avoid having one entity lean on another by incorporating capacity markets in their market design.  Without taking a position on the merits of any one market proposal, suffice it to say these capacity markets have been the subject of substantial debate and modification.

Nonetheless, the problem identified by the developers of the tight power pools and the reason for which these capacity markets were developed has survived the development of bid based markets.  That is, customer involuntary interruptions are still performed on an equitable basis and bid caps as well as other mitigation schemes exist so that energy is still purchased below its scarcity value even at times of system shortage.

The same issue persist in the SMD Working Paper.  The Paper recognizes at least part of the dilemma by suggesting that, “[w]hen load must be curtailed due to insufficient generation, the transmission provider should avoid curtailing those LSEs that have procured sufficient generation, if operationally possible.”[27]  However, the nature of the permissive language above and the suggestion in the Paper that bid caps should persist as a proxy for price responsive load implies that the problem recognized by the tight pools will still be extant in the SMD market.  Thus, as long as curtailment procedures are not explicitly tied to price (willingness to pay) and bid caps artificially provide a regulatory hedge for market participants that are short, it will be necessary to have some type of mechanism to insure system adequacy and to true up among participants.  The staff was wise in not prescribing a specific method to address this issue, but should be more explicit in defining the problem and mandating that each RTO market design filing explain how it intends to resolve this issue.  Each RTO should answer the question “what type of capacity market is consistent with the totality of the market design?”

            10.       Clearinghouse Functions Should  Be Part of the SMD.

The RTO performs important functions referred to as clearinghouse functions in its administration of the markets.  These functions include billing, settlement and credit.  For example, each of the Northeast ISOs (PJM, New York ISO and ISO-NE/NEPOOL) has different billing, settlement and credit provisions.  Since the RTO is the market operator, it must perform these functions.  Any SMD prescription for an RTO should contain these provisions and to the extent that standards can be developed, they should be.  Accordingly, the Commission should, at a minimum, include a requirement that the RTO provide these functions and include them in the new NAT.

11.       Market Monitoring Units Should Advocate Competition;  Mitigation Should be Minimized Through Clear, Ex Ante Rules.

 

The SMD Working Paper correctly notes the importance of the function of the SMD in assuring that energy spot markets are competitive.  The Paper points correctly to the principle that structural solutions are in general better than behavioral ones.[28]  It also points to the necessity of insuring ease of entry and exit.  If market rules and the structure of the market itself do not result in a competitive spot markets, the Paper correctly notes that ex ante rules are preferable to invasive ex post regulation.  Only as a last resort should any mitigation rules be adopted and only for so long as it is necessary to get the structure of the market correct.  The Paper correctly points to demand response as a necessary missing element in the design of a competitive market for electricity and correctly calls for the promotion of demand response.   EEI general agrees with this ordering of the principles: 1) structural solutions; 2) proper market structure; 3) ex ante fixes to market rules; 4) regulatory ex ante solutions such as call contracts to defease localized market power; and 5) as a last resort, market mitigation rules such as bid caps.  

EEI believes that the sine qua non of the market monitoring function should be the promotion of competition.  Thus, the market monitor should be an advocate for competition and should actively pursue that goal.  This includes not only reviewing market participants’ behavior, but recommending the substitution of properly structured and designed markets for invasive market mitigation rules.  The Paper’s focus on promoting demand response is both necessary and appropriate, since the temporary bid caps incorporated in the proposal are a poor substitute for a properly functioning market.  In that regard, the market monitor should focus on the comparative statistics of the market (the relationship between demand and supply over time) and should provide periodic reports that explicitly evaluate the effectiveness of price sensitive demand including under what conditions such demand will become effective in promoting competitive electricity spot markets.  Thus, the monitor should be required to report periodically on, among other things, what additional modifications to the market would be necessary to eliminate market interventions such as the temporary bid caps suggested in the Paper.

The SMD Working Paper also notes that the market monitor should be independent of the RTO management itself.  EEI agrees.  It is important for the market monitor to be able to not only review how market participants behave, but how the RTO itself is structured and operating.  The market monitor must review the operation of the market and determine what, if any, changes in RTO policies, procedures and actions would promote a competitive market.  In the RTO’s case, the monitor’s behavioral reviews are not only consonant with but essential to the monitor’s role as an identifier of market structure failure.   To this end the, the market monitor must be independent of the CEO and the staff of the RTO and must report directly to a board that is independent of any supervisory responsibility for the operations of the RTO.

12.  Additional Issues Need Addressing and Industry Review Before The Commission Issues the NOPR.

 

EEI recommends that the Commission develop a supplemental Working Paper that will discuss the Staff’s policy prescriptions in a number of areas, including those the Commission indicated were not incorporated into the instant Paper.  These include, pricing and rate treatment, of course, as well as several additional issues touched on in the SMD Working Paper but not elaborated on.  These are discussed below.

a.      CBM – a Legacy from Load Serving Obligations -- Must be Transitioned.

 

            The SMD Working paper proposes that any transmission capability set aside for Capacity Benefit Margin (CBM), i.e., the amount of margin necessary to import resources so as to reduce the need to construct generating capacity to meet reserve margins, must be offered for sale by the transmission provider to all and explicitly charged for.[29]  EEI agrees that this proposal make sense in the end‑state, but believes there are transition issues that must be addressed. 

            CBM is a legacy of the service obligations imposed on LSEs prior to retail choice.  To the extent that such obligations continue to exist, and to the extent that states are not permitting the construction of generation to meet in-state reliability reserve margins, but rely on transmission to bring energy from neighboring states or systems, so does the need for such margins.  Further, recovery of the proposed payments by LSEs is complicated by existing retail rate caps and freezes.  EEI recommends that the Commission provide for a transition on CBM responsibility, working with the state to find the right balance.

 

b.      A Number of Transition Issues – Long Term Contracts, Native

Load Obligations and the Allocation of Financial (of Physical) Transmission Rights – Need to Be Addressed.

 

EEI notes that the Commission has deferred discussion of a number of critical issues, including the treatment of long term contracts and native load, and how those will be converted to the NAT within the SMD.  At the same time, EEI believes that the Commission needs to evaluate several alternative approaches to FTR allocation, ranging from auction to direct allocation to LSEs.  This is because different entities are in different positions regarding load serving obligations and the untested ability of markets to value FTRs properly.  There is a risk that in new FTR markets, participants will underestimate the costs of congestion and hence undervalue the FTRs, leaving load with underrecovery.  Since not all regions will be in the same position, EEI recommends that the Commission permit different regions to adopt different approaches.  Finally, EEI recommends that the Commission work to integrate public power suppliers into the SMD.

III.       Consistent With Recent Commission Practice, EEI Recommends That The Commission Consider Additional Input on Policy Questions and Schedule Regional Workshops on Implementation Details.

 

EEI recommends that the Commission undertake further consultation on both the policy and design questions in the SMD Working Paper and the regional implementation elements. 

As discussed above and as the Commission will have heard during the instant comment period, there are a number of policy questions that need further discussion and on which EEI recommends that the Commission consult the industry before issuing a final NOPR.  Equally as important, myriad implementation issues will also need to be worked out in all of the regions.  These issues cannot be resolved in Washington alone because they need the full participation of the affected parties and because many aspects of the SMD directly affect matters currently within state jurisdiction.  Several major examples stand out:  how to integrate hydroelectric facilities,[30] how to coordinate or combine market and grid operations within existing regional infrastructure and human capital “givens;” how to integrate or develop demand response mechanisms; and how to integrate state-regulated transmission and allocate scarce capacity.

EEI believes that the objective must be to achieve a least-cost implementation of the SMD.  At multiple implementation points, this is a local, regional undertaking requiring local, regional collaboration.  Accordingly, EEI recommends that at this time the Commission initiate regional discussions on various aspects of SMD that are affected by local and regional considerations.  These discussions should proceed concurrently with drafting the NOPR and can continue during the comment period as well.[31]  This will permit the Commission to incorporate each region’s “best practices” and to adapt the SMD implementation to regional givens. 

In further support of continued consultation on implementation of the SMD, EEI believes the Commission has an opportunity, through stakeholder input and guidance, to help shape the filings that will need to be made, so that, with appropriate incentives, entities could make conforming filings before the issuance of the final rule. 

IV.       Conclusion

EEI respectfully requests that the Commission consider EEI’s recommendations outlined above and looks forward to working with the Commission on these important issues.

Respectfully submitted,

 

David K. Owens

Washington, D.C,

April 10, 2002

 



[1]               The EEI comments do not necessarily reflect the views of all EEI members.  Some EEI members will be filing comments individually to articulate their own views.

[2]               EEI applauds FERC for recognizing that “State commissions have an important role in the process of creating an efficient competitive wholesale market.”  SMD Working Paper, slip op at 24.

[3]               See, e.g. the Advance Notice of Proposed Rulemaking on Generator Interconnections, Docket No. RM02-1-000, 97 FERC ¶ 61,009 (October 25, 2001) and Notice of Dates and Locations for Regional Collaborative Workshops to aid in the formation of RTOs, RM99-2-000, January 31, 2000. 

[4]               As the Commission acknowledges, many of the difficult issues involved in the transition to the new services envisioned “may need to be decided on a regional basis,” SMD Working Paper, slip op at 26,and it is likely that the pace and nature of market design will vary among the regions.

[5]               SMD Working Paper, slip op at 22, paragraph 3.

[6]               Id., at 7.  “Standard market design should not be static.”

[7]               Id. at 5, 21.  These functions include: accepting and processing requests for transmission service, administering the OASIS, scheduling transactions, and administering the imbalance markets.

[8]               SMD Working Paper, slip op at 5.

[9]               EEI is using the term in “transmission provider” in these comments as defined by the Commission in the SMD Working Paper.  EEI notes, however, that the Commission is adopting a term that is conventionally used to designate all kinds of entities that provide transmission services and that it may be appropriate for the Commission to use a less generic, more unique term to apply to those entities that qualify as fully independent.  This would preserve common parlance and avoid a lot of potential confusion.

[10]             The Commission indicated that it would address the “slice and dice” questions in individual RTO dockets.  SMD Working Paper, slip op. at 27.

[11]             See, for example, the requirement that RTOs perform both imbalance and transmission markets.  SMD Working Paper, slip op at 5.

[12]             EEI notes that PJM has one single market and market dispatch, but two control centers, PJM proper and PJM West.  This basic principle applies to systems elsewhere.

[13]             In Florida, for example, the Florida Public Service Commission (“FPSC”) recently issued Order No. PSC-01-2489-FOF-EI on December 20, 2001 regarding the proposed GridFlorida RTO.  In this order the FPSC found that the GridFlorida Companies (i.e., Florida Power & Light Company, Tampa Electric Company, and Florida Power Corporation) were prudent in proactively forming a Peninsular Florida RTO.  The FPSC further found, however, that certain aspects of GridFlorida were not in the best interests of Florida retail ratepayers, most particularly the transfer of ownership of transmission assets to GridFlorida.  The GridFlorida Companies were directed to modify the GridFlorida proposal accordingly.  While committed, therefore, to the development and implementation of RTOs, the FPSC is maintaining its commitment to provide regulatory oversight to protect public interest as empowered by state law. 

[14]             SMD Working Paper, slip op at 26, paragraph 2.

[15]             Id. at 6, paragraph 8.

[16]             Id. at 5-7.

[17]             Id. at 13, paragraph 5.

[18]             SMD Working Paper, slip op at 22, paragraph 3.

[19]             Id. at 21, paragraph 4.

[20]             Id.

[21]             Who bears the market risk for non-performing generation investments picked through RTO decision?  The RTO?  The developer and shareholders?  The ratepayers?  Suppose an RTO picks a generation solution to a shortage problem.  Assume that demand response programs, including long term demand response in the form of energy conservation investments, begin to succeed.  Who is responsible for the decline in economic viability of the no-longer-needed generation plant? 

[22]             ANR Pipeline, 98 FERC ¶ 61,218 (February 2002), slip op at 5.

[23]             Transmission Access Policy Study Group v. FERC, 225 F.3d 667, 727 (D.C. Cir. 2000)

[24]             Order Nos. 888-A and 888-B, 81 FERC ¶61,248 (1997), 82 FERC ¶ 61,046 (1998).  Avista et al, Docket No. RT01-35-000, 95 FERC ¶ 61,114, slip op at 54 (April 26, 2001).

[25]             SMD Working Paper, slip ot at 24.

[26]             Id.

[27]             Id.

[28]             Id. at 22, paragraph 4.

[29]             Id. at 14, paragraph 1.

[30]             Id. at 21.

[31]             EEI notes that the Commission has in previous rulemakings of this magnitude adopted policies that encouraged entities to make filings prior to the Commission’s issuance of a final rule.  Because of the Commission’s extensive pre-NOPR dialogues, this rulemaking could offer that same opportunity, particularly if the Commission undertakes continued regional dialogues on key sticking points and structures incentives positively.