1. Proposed Revisions to Connection Assessment and Approval Process Market Manual 2.10 Bob Gibbons Manager - Long Term Forecasts and Assessments

2. Topics Experience / feedback to date Proposed procedure changes

3. Experience / Feedback to Date 1.Turn around time is too long. –Process revisions –Use of external consultants 2.Deposit amounts are often exceeded –Variable deposit amounts 3.Need to expedite projects urgently required for reliability purposes. –Deviation from queue sequence

4. Existing CAA Process Preliminary Assessment System Impact Assessment Application Approval Assign Queue Position “Expanded Scope” Preliminary Assessment “Excluded” Assessment

5. Proposed CAA Process Feasibility Assessment (Optional) Expedited SIA System Impact Assessment Application Approval Assign Queue Position

6. Use of External Consultants Connection assessment workload is application-driven and thus unpredictable and often peaky. IMO resources have been severely strained to cope with the large volume of CAA applications. External consultants will be retained by the IMO to assist in meeting workload peaks and thus reduce turnaround times.

7. Variable Deposit Requirements * Proposed deposit amounts are based on study costs to date. ** Contingency deposit for clustered projects

8. Projects Required for Reliability Projects proposed in response to an urgent reliability concern identified by the IMO have a low queue position. Proposed procedure revision would allow deviation from queue-defined study order

9. Projects Required for Reliability Market Manual 2.10 Section 3.2 … Connection proposals that assist in alleviating an urgent reliability concern identified by the IMO in its Ten-Year Outlook or other reports will be assessed on a priority basis and, if necessary, in advance of other projects higher in the queue, in accordance with the Market Rules, Chapter 10, Section 9.1.

10. Projects Required for Reliability Market Rules, Chapter 10, Section 9.1.1… The IMO may identify an adverse condition on the IMO- controlled grid that it deems to be sufficiently severe that action to alleviate the condition is required within the annual planning period to protect the reliability of the IMO- controlled grid. In that event, the IMO may expedite the annual assessment processes set forth in sections 7,8 and this section 9 with respect to the adverse condition, or address the condition separately from the annual assessment process and reporting process, and take any additional steps necessary to ensure that the reliability of the IMO-controlled grid is maintained.

11. Wholesale Consumer-Distributor Load Information Submittal Form for 10-Year Outlook (1225) Currently All Consumers/Loads over Threshold amounts By zone Manual form to be filled out Proposed Consumers/Distributors who are transmission customers By zone or connection point as determined by the IMO Automated form to be filled out The new form will be posted at www.theimo.com/imoweb/changes/changeNoticeList.asp If you have any questions, comments or concerns please feel free to notify: Andrew Trachsell Sr. Load Forecaster Market Operations & Forecasts Telephone:905 855 6362 Fax:905 855 6129 andrew.trachsell@theIMO.com or Forecasts.Demand@theIMO.com