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Transmission Formula Rate - 2012 ATRR Protocols and Updates

Understand the timeline, requirements, and data locations for the Transmission Formula Rate and 2012 ATRR updates. Key dates include the "True-Up" meeting, annual update, and OASIS posting details.

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Transmission Formula Rate - 2012 ATRR Protocols and Updates

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  1. Customer Meeting “True-Up” TFR June 28, 2011 Transmission Formula Rate – 2012 ATRR WELCOME Presentation by Sheila Gropp Westar Energy Regulatory

  2. ProtocolsDefinitions Transmission Formula Rate Transmission Formula Rate – 2012 ATRR • “Rate Year” • is defined as January 1 through December 31 (2012) • “True-Up” • is completed on or before June 15 each calendar year. • based on historical (actual) data - primarily Form 1 data from 2010 • “Annual Update” • calculates the ATRR and Formula Rate for new Rate Year (2012) • uses historical data collected during “True-Up” Phase • adds in the projected data • is calculated and posted on or before October 15 each calendar year.

  3. ProtocolsTimeline Transmission Formula Rate Transmission Formula Rate – 2012 ATRR ********************************************************************************************* • “Rate Year”: January 1 – December 31, 2012 ********************************************************************************************* • “True Up” Update: June 15, 2011 • “True Up” Customer Meeting: June 28, 2011 • This date is kick off for Review Period • “True Up” Information Requests Period – 75 days: September 11, 2011 • Issues - Westar Energy Response Date: • Good faith effort to respond within 10 business days from date of information request. • Additional periods for data review resolutions, per Protocols posted on WR OASIS ********************************************************************************************** • “Annual Update”: October 15, 2011 • “Annual Update” Customer Meeting: October 25, 2011 • Potential Repost of Annual Update: November 30, 2011 **********************************************************************************************

  4. ProtocolsOASIS Postingsand Data Requests Transmission Formula Rate Transmission Formula Rate – 2012 ATRR • OASIS Posting Requirements: • Updated Calculation • Protocols • Accounting Manual and changes • Data Request Submission Address • Submission of Data Requests to: Sheila Gropp Westar Energy 818 Kansas Avenue Topeka, KS 66612 Sheila.Gropp@WestarEnergy.com Please also cc: Leslie.Wines@WestarEnergy.com • Please provide all Data Requests in writing via email or letter.

  5. Transmission Formula Rate Transmission Formula Rate – 2012 ATRR Key Data Locations FERC Form 1 Data - 2010: FERC.gov (Westar Energy Form 1) (Kansas Gas & Electric Form 1) Formula Rate Postings: Westar Energy Oasis http://www.oatioasis.com (select WR) Southwest Power Pool Oasis http://oatioasis.com (select SPP)

  6. Westar Energy’s Oasis SiteLocating Site Transmission Formula Rate Transmission Formula Rate – 2012 ATRR http://www.oatioasis.com/ Click on SPP Icon. It’s a hyperlink to SPP Oasis Node that contains SPP Transmission Owners Oasis Sites.

  7. Westar Energy’s Oasis SiteLocating Site - 2 Transmission Formula Rate Transmission Formula Rate – 2012 ATRR SPP Transmission Owners Oasis Sites: Click on Westar Icon. It’s a hyperlink to Westar Energy Oasis Site.

  8. Westar Energy’s Oasis SiteFinding Documents Transmission Formula Rate Transmission Formula Rate – 2012 ATRR The “True-Up” Update is under this Document Directory. Click on the file folder icon or name to open. The sub-folders will appear. Click on the June 15, 2011 Update – “True-Up” Folder. Any documents or subfolders for that update will be displayed. Additional Sources Update Calculation

  9. Westar Energy’s Oasis SiteLocating Accounting Manual Transmission Formula Rate Transmission Formula Rate – 2012 ATRR Accounting Manual Login Accounting Data User ID: AFSReader Accounting Data Password: AFSReader#1 Under the Transmission Formula Rate (TFR) 2012 Rates Folder, is the sub-folder – “Accounting Information as of 20101231” Select this folder to see available files. Under the “Accounting Information as of 20101231” folder are several files. Accounting Change information in these files. For the Accounting Manual, click on: “Accounting Manual as of 20101231”

  10. Southwest Power PoolSelecting SPP Oasis Site Transmission Formula Rate Transmission Formula Rate – 2012 ATRR SPP Transmission Provider Oasis Sites: Click on SPP Icon. It’s a hyperlink to Southwest Power Pool Oasis Site.

  11. Southwest Power PoolOasis Site Member Related Postings Transmission Formula Rate Transmission Formula Rate – 2012 ATRR

  12. Formula InputsIndex of Template Pages Transmission Formula Rate Transmission Formula Rate – 2012 ATRR

  13. Formula Components True-Up Update Transmission Formula Rate Transmission Formula Rate – 2012 ATRR • Data Included • Historical 2010 financial data Westar Energy Form 1 Kansas Gas & Electric Form 1 • FERC Approved Incentive Plant – Actual • SPP Projects – Actual • True-Up data (True-up between Projected 2010 and Actual 2010) • Template References: • Template Form 1 Reference format: Page, Line, Column • Worksheet Reference format: Worksheet P-1 (with section if applicable) • Yellow areas are change areas References and Clarifications: If you see any references that are not correct or if you have any suggestion, please let me know.

  14. June 15, 2011“True-Up” Update Transmission Formula Rate Transmission Formula Rate – 2012 ATRR Key Data Impacts

  15. “True-Up” UpdateGeneration Leads Exclusion Transmission Formula Rate – 2012 ATRR • In 2010, a transfer of transmission plant that was solely for generation leads was completed. This transfer was made from Transmission Plant to Generation Plant. • In prior years, this transmission plant was excluded from the TFR calculations [AGR, Page 3, Line 3]. In 2009, the amount was $2,330,375. • Since these assets were removed from transmission plant in 2010, there is no need to exclude in the TFR. • This impacts the Transmission Plant Allocator (TP) in the TFR. The 2010 TP Allocator is now 100% (1.0000) in comparison the 2009 TP Allocator of 99.76% (0.9976).

  16. “True-Up” Update 2010 Projected ATRR without 2008 True-Up Transmission Formula Rate Transmission Formula Rate – 2012 ATRR 2010 ATRR that included 2008 True-Up 2008 True-Up before removal 2010 ATRR without True-Up

  17. “True-Up” UpdateTrue-Up Amounts Transmission Formula Rate Transmission Formula Rate – 2012 ATRR June 15, 2011 “True-Up” Update (posted June 15, 2011) During this update, a comparison of the 2010 Projected ATRR and 2010 Actual ATRR was calculated. The difference was $4,482,742. This was an under-collection before interest. During the “Annual” update (posted on or before October 15, 2011), the interest will be applied to the “True-Up” amounts. The True-Up Amounts with Interest will be applied to the 2012 ATRR.

  18. “True-Up” Update • Gross Plant Additions Transmission Formula Rate Transmission Formula Rate – 2012 ATRR • Comparing Gross Plant Additions: Projected vs. Actual 2010 • Large Projects placed In-Service in 2010: • Wichita-Reno-Summit Project: Reno-Summit segment ($95m) • Knob Hill – Steele City 115kV ($20.5m) • And others: • Jarbalo– Pentagon, Ft Junction – Anzio, Kelly – Seneca, 27th & Croco – Tecumseh Hill, Circle – HEC GT, Coffeyville Tap – Dearing, etc.

  19. Any Questions Transmission Formula Rate Transmission Formula Rate – 2012 ATRR

  20. Transmission Formula Rate Transmission Formula Rate – 2012 ATRR Thank You!

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