Current through Register Vol. 30, No. 38, September 20, 2024
A. A load-serving entity shall, by April 1 of
each year, file with Docket Control a compilation of the following items of
demand-side data, including for each item for which no record is maintained the
load-serving entity's best estimate and a full description of how the estimate
was made:
1. Hourly demand for the previous
calendar year, disaggregated by:
a. Sales to
end users;
b. Sales for
resale;
c. Energy losses;
and
d. Other disposition of energy,
such as energy furnished without charge and energy used by the load-serving
entity;
2. Coincident
peak demand (megawatts) and energy consumption (megawatt-hours) by month for
the previous 10 years, disaggregated by customer class;
3. Number of customers by customer class for
each of the previous 10 years; and
4. Reduction in load (kilowatt and
kilowatt-hours) in the previous calendar year due to existing demand management
measures, by type of demand management measure.
B. A load-serving entity shall, by April 1 of
each year, file with Docket Control a compilation of the following items of
supply-side data, including for each item for which no record is maintained the
load-serving entity's best estimate and a full description of how the estimate
was made:
1. For each generating unit and
purchased power contract for the previous calendar year:
a. In-service date and book life or contract
period;
b. Type of generating unit
or contract;
c. The load-serving
entity's share of the generating unit's capacity, or of capacity under the
contract, in megawatts;
d. Maximum
generating unit or contract capacity, by hour, day, or month, if such capacity
varies during the year;
e. Annual
capacity factor (generating units only);
f. Average heat rate of generating units and,
if available, heat rates at selected output levels;
g. Average fuel cost for generating units, in
dollars per million Btu for each type of fuel;
h. Other variable operating and maintenance
costs for generating units, in dollars per megawatt hour;
i. Purchased power energy costs for long-term
contracts, in dollars per megawatt-hour;
j. Fixed operating and maintenance costs of
generating units, in dollars per megawatt;
k. Demand charges for purchased
power;
l. Fuel type for each
generating unit;
m. Minimum
capacity at which the generating unit would be run or power must be
purchased;
n. Whether, under
standard operating procedures, the generating unit must be run if it is
available to run;
o. Description of
each generating unit as base load, intermediate, or peaking;
p. Environmental impacts, including air
emission quantities (in metric tons or pounds) and rates (in quantities per
megawatt-hour) for carbon dioxide, nitrogen oxides, sulfur dioxide, mercury,
particulates, and other air emissions subject to current or expected future
environmental regulation;
q. Water
consumption quantities and rates; and
r. Tons of coal ash produced per generating
unit;
2. For the power
supply system for the previous calendar year:
a. A description of generating unit
commitment procedures;
b.
Production cost;
c. Reserve
requirements;
d. Spinning
reserve;
e. Reliability of
generating, transmission, and distribution systems;
f. Purchase and sale prices, averaged by
month, for the aggregate of all purchases and sales related to short-term
contracts; and
g. Energy
losses;
3. The level of
self generation in the load-serving entity's service area for the previous
calendar year; and
4. An
explanation of any resource procurement processes used by the load-serving
entity during the previous calendar year that did not include use of an RFP,
including the exception under which the process was used.
C. A load-serving entity shall, by April 1 of
each even year, file with Docket Control a compilation of the following items
of load data and analyses, which may include a reference to the last filing
made under this subsection for each item for which there has been no change in
forecast since the last filing:
1.
Fifteen-year forecast of system coincident peak load (megawatts) and energy
consumption (megawatt-hours) by month and year, expressed separately for
residential, commercial, industrial, and other customer classes; for
interruptible power; for resale; and for energy losses;
2. Disaggregation of the load forecast of
subsection (C)(1) into a component in which no additional demand management
measures are assumed, and a component assuming the change in load due to
additional forecasted demand management measures; and
3. Documentation of all sources of data,
analyses, methods, and assumptions used in making the load forecasts, including
a description of how the forecasts were benchmarked and justifications for
selecting the methods and assumptions used.
D. A load-serving entity shall, by April 1 of
each even year, file with Docket Control the following prospective analyses and
plans, which shall compare a wide range of resource options and take into
consideration expected duty cycles, cost projections, other analyses required
under this Section, environmental impacts, and water consumption and may
include a reference to the last filing made under this subsection for each item
for which there has been no change since the last filing:
1. A 15-year resource plan, providing for
each year:
a. Projected data for each of the
items listed in subsection (B)(1), for each generating unit and purchased power
source, including each generating unit that is expected to be new or
refurbished during the period, which shall be designated as new or refurbished,
as applicable, for the year of purchase or the period of
refurbishment;
b. Projected data
for each of the items listed in subsection (B)(2), for the power supply
system;
c. The capital cost,
construction time, and construction spending schedule for each generating unit
expected to be new or refurbished during the period;
d. The escalation levels assumed for each
component of cost, such as, but not limited to, operating and maintenance,
environmental compliance, system integration, backup capacity, and transmission
delivery, for each generating unit and purchased power source;
e. If discontinuation, decommissioning, or
mothballing of any power source or permanent derating of any generating
facility is expected:
i. Identification of
each power source or generating unit involved;
ii. The costs and spending schedule for each
discontinuation, decommissioning, mothballing, or derating; and
iii. The reasons for each discontinuation,
decommissioning, mothballing, or derating;
f. The capital costs and operating and
maintenance costs of all new or refurbished transmission and distribution
facilities expected during the 15-year period;
g. An explanation of the need for and purpose
of all expected new or refurbished transmission and distribution facilities,
which explanation shall incorporate the load-serving entity's most recent
transmission plan filed under A.R.S. §
40-360.02(A)
and any relevant provisions of the
Commission's most recent Biennial Transmission Assessment decision regarding
the adequacy of transmission facilities in Arizona; and
h. Cost analyses and cost projections,
including the cost of compliance with existing and expected environmental
regulations;
2.
Documentation of the data, assumptions, and methods or models used to forecast
production costs and power production for the 15-year resource plan, including
the method by which the forecast was benchmarked;
3. A description of:
a. Each potential power source that was
rejected;
b. The capital costs,
operating costs, and maintenance costs of each rejected source; and
c. The reasons for rejecting each
source;
4. A 15-year
forecast of self generation by customers of the load-serving entity, in terms
of annual peak production (megawatts) and annual energy production
(megawatt-hours);
5. Disaggregation
of the forecast of subsection (D)(4) into two components, one reflecting the
self generation projected if no additional efforts are made to encourage self
generation, and one reflecting the self generation projected to result from the
load-serving entity's institution of additional forecasted self generation
measures;
6. A 15-year forecast of
the annual capital costs and operating and maintenance costs of the self
generation identified under subsections (D)(4) and (5);
7. Documentation of the analysis of the self
generation under subsections (D)(4) through (6);
8. A plan that considers using a wide range
of resources and promotes fuel and technology diversity within its
portfolio;
9. A calculation of the
benefits of generation using renewable energy resources;
10. A plan that factors in the delivered cost
of all resource options, including costs associated with environmental
compliance, system integration, backup capacity, and transmission
delivery;
11. Analysis of
integration costs for intermittent resources;
12. A plan to increase the efficiency of the
load-serving entity's generation using fossil fuel;
13. Data to support technology choices for
supply-side resources;
14. A
description of the demand management programs or measures included in the
15-year resource plan, including for each demand management program or measure:
a. How and when the program or measure will
be implemented;
b. The projected
participation level by customer class for the program or measure;
c. The expected change in peak demand and
energy consumption resulting from the program or measure;
d. The expected reductions in environmental
impacts, including air emissions, solid waste, and water consumption,
attributable to the program or measure;
e. The expected societal benefits, societal
costs, and cost-effectiveness of the program or measure;
f. The expected life of the measure;
and
g. The capital costs, operating
costs, and maintenance costs of the measure, and the program costs;
15. For each demand management
measure that was considered but rejected:
a.
A description of the measure;
b.
The estimated change in peak demand and energy consumption from the
measure;
c. The estimated
cost-effectiveness of the measure;
d. The capital costs, operating costs, and
maintenance costs of the measure, and the program costs; and
e. The reasons for rejecting the
measure;
16. Analysis of
future fuel supplies that are part of the resource plan; and
17. A plan for reducing environmental impacts
related to air emissions, solid waste, and other environmental factors, and for
reducing water consumption.
E. A load-serving entity shall, by April 1 of
each even year, file with Docket Control a compilation of the following
analyses and plan:
1. Analyses to identify
and assess errors, risks, and uncertainties in the following, completed using
methods such as sensitivity analysis and probabilistic analysis:
a. Demand forecasts;
b. The costs of demand management measures
and power supply;
c. The
availability of sources of power;
d. The costs of compliance with existing and
expected environmental regulations;
e. Any analysis by the load-serving entity in
anticipation of potential new or enhanced environmental regulations;
f. Changes in fuel prices and
availability;
g. Construction
costs, capital costs, and operating costs; and
h. Other factors the load-serving entity
wishes to consider;
2. A
description and analysis of available means for managing the errors, risks, and
uncertainties identified and analyzed in subsection (E)(1), such as obtaining
additional information, limiting risk exposure, using incentives, creating
additional options, incorporating flexibility, and participating in regional
generation and transmission projects; and
3. A plan to manage the errors, risks, and
uncertainties identified and analyzed in subsection (E)(1).
F. A load-serving entity shall, by
April 1 of each even year, file with Docket Control a 15-year resource plan
that:
1. Selects a portfolio of resources
based upon comprehensive consideration of a wide range of supply- and
demand-side options;
2. Will result
in the load-serving entity's reliably serving the demand for electric energy
services;
3. Will address the
adverse environmental impacts of power production;
4. Will include renewable energy resources to
meet or exceed the greater of the Annual Renewable Energy Requirement in
R14-2-1804 or the following annual percentages of retail kWh sold by the
load-serving entity:
|
Calendar Year
|
Percentage of Retail kWh
Sold During Calendar Year
|
|
2010
|
2.5%
|
|
2011
|
3.0%
|
|
2012
|
3.5%
|
|
2013
|
4.0%
|
|
2014
|
4.5%
|
|
2015
|
5.0%
|
|
2016
|
6.0%
|
|
2017
|
7.0%
|
|
2018
|
8.0%
|
|
2019
|
9.0%
|
|
2020
|
10.0%
|
|
2021
|
11.0%
|
|
2022
|
12.0%
|
|
2023
|
13.0%
|
|
2024
|
14.0%
|
|
after 2024
|
15.0%
|
5.
Will include distributed generation energy resources to meet or exceed the
greater of the Distributed Renewable Energy Requirement in
R14-2-1805
or the following annual percentages as applied to the load-serving entity's
Annual Renewable Energy Requirement:
|
2007
|
5%
|
|
2008
|
10%
|
|
2009
|
15%
|
|
2010
|
20%
|
|
2011
|
25%
|
|
After 2011
|
30%
|
6.
Will address energy efficiency so as to meet any requirements set in rule by
the Commission or in an order of the Commission;
7. Will effectively manage the uncertainty
and risks associated with costs, environmental impacts, load forecasts, and
other factors;
8. Will achieve a
reasonable long-term total cost, taking into consideration the objectives set
forth in subsections (F)(2) through (7) and the uncertainty of future costs;
and
9. Contains all of the
following:
a. A complete description and
documentation of the plan, including supply and demand conditions, availability
of transmission, costs, and discount rates utilized;
b. A comprehensive, self-explanatory load and
resources table summarizing the plan;
c. A brief executive summary;
d. An index to indicate where the responses
to each filing requirement of these rules can be found; and
e. Definitions of the terms used in the
plan.
G. A
load-serving entity shall, by April 1 of each odd year, file with Docket
Control a work plan that includes:
1. An
outline of the contents of the resource plan the load-serving entity is
developing to be filed the following year as required under subsection
(F);
2. The load-serving entity's
method for assessing potential resources;
3. The sources of the load-serving entity's
current assumptions; and
4. An
outline of the timing and extent of public participation and advisory group
meetings the load-serving entity intends to hold before completing and filing
the resource plan.
H.
With its resource plan, a load-serving entity shall include an action plan,
based on the results of the resource planning process, that:
1. Includes a summary of actions to be taken
on future resource acquisitions;
2.
Includes details on resource types, resources capacity, and resource timing;
and
3. Covers the three-year period
following the Commission's acknowledgment of the resource plan.
I. A load-serving entity or
interested party may provide, for the Commission's consideration, analyses and
supporting data pertaining to environmental impacts associated with the
generation or delivery of electricity, which may include monetized estimates of
environmental impacts that are not included as costs for compliance. Values or
factors for compliance costs, environmental impacts, or monetization of
environmental impacts may be developed and reviewed by the Commission in other
proceedings or stakeholder workshops.
J. If a load-serving entity's submission does
not contain sufficient information to allow Staff to analyze the submission
fully for compliance with this Article, Staff shall request additional
information from the load-serving entity, including the data used in the
load-serving entity's analyses.
K.
Staff may request that a load-serving entity complete additional analyses to
improve specified components of the load-serving entity's
submissions.
L. If a load-serving
entity believes that a data-reporting requirement may result in disclosure of
confidential business data or confidential electricity infrastructure
information, the load-serving entity may submit to Staff a request that the
data be submitted to Staff under a confidentiality agreement, which request
shall include an explanation justifying the confidential treatment of the
data.
M. Data protected by a
confidentiality agreement shall not be submitted to Docket Control and will not
be open to public inspection or otherwise made public except upon an order of
the Commission entered after written notice to the load-serving
entity.
