ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Wednesday, July 15, 2015 9:38 AM Gardner, Jim (PSC} Have not heard any plans for a breakfast with the panel on Thursday -- see July 13 email I have not heard back from Tim confirming there is no breakfast. The face-to-face lunch meeting is the only meeting of the panel that was discussed on the conference call. When I do hear from Tim Olson, I will let you know. From: Gillig, Gretchen (PSC) Sent: Tuesday, July 14, 2015 11:21 AM To: 'Olson, Trmothy' Subject: Question -- RE: Aspen Energy Policy Forum - speaker conference call [Session 2] Tim, Your July 9 email mentions a face-to-face breakfast for this panel. With the panel meeting for lunch I assume the breakfast meeting is off, but just wanted to confirm. Please let me know if the breakfast is still on. Thanks, Gretchen From: Olson, Timothy [mallto:timothy.olson@aspeninst.org] sent: Monday, July 13, 2015 10:52 AM To: Giiiig, Gretchen (PSC) Cc: Gardner, Jim {PSC) Subject: RE: Aspen Energy Policy Forum - speaker conference call [Session 2] Gretchen, The call will take place today- Monday, July 13, at 3:00PM Eastern. We will use the Aspen Institute conference line for the call at: 866-684-4579 [there is no passcode; you wrll be connected directly to the call]. This call should take less than a half-hour to complete. The goals of the call are to review the focus of the session and the remarks as well as answer any questions. At the forum we will arrange for a face-to-face meeting of this panel over lunch before the session. Attached please find the current draft of the agenda and participant list. Best, Tim From: Gilllg, Gretchen (PSC) [mailto:Gretchen.Gilliq@ky.qovJ Sent: Monday, July 13, 2015 10:09 AM To: Olson, Timothy 1 000001 ORR Log # 2016-071 Cc: Gardner, ·Jim (PSC) Subject: FVV: Aspen Energy Polley Forum - speaker conference call [Session 2] Mr. Olson, Please let me know call-in details for today's conference call. I will be taking notes for Commissioner Gardner. Thank you, Gretchen Gillig KY Public Service Commission 502.782.2555 gretchen.gillig@ky.gov From: Gardner, Jim (PSC) Sent: Saturday, July 11, 2015 7:20 AM To: Olson, Timothy Cc: Gillig, Gretchen (PSC) Subject: Re: Aspen Energy Polley Forum - speaker conference call [Session 2] Unfortunately I will be in nyc for the NARUC meetings and my committee's business meeting is occurring then. I will have my assistant Gretchen Gillig on the call. I look forward to participating at aspen . Sent from my iPad . On Jul 9, 2015, at 7:46 PM, Olson, Timothy wrote: Kim, David, Michael, Jim, and Cris Attached please find the current draft agenda and participant list for the forum. As you will see in the agenda, as sometimes happens in organizing these forums, we have had to make a couple of changes and substitutions. Doyle Bene by of CPS is not able to join us due to an unexpected obligation but his colleague Cris Eugster, Group Executive Vice President and Chief Generation & Strategy Officer, CPS Energy, has graciously agreed to step into his place and present remarks on the same topic. Also, Jonathan Pershing could not arrange his busy travel schedule to join us so we have convinced Michael Levi, Senior Fellow for Energy and Environment, Council on Foreign Relations, to help us with his thoughts about the international implications of the CPP and political conditions for an international agreement on carbon. We are still working to set up a time for a conference call to discuss the overall plan for the session and there presently appears to be an emerging window for a call on Monday, July 13. Please let me know when you are available for a quick 30 minute call . . Recall, the message below contains some general guidelines regarding remarks. Also, at the forum we will arrange for a face-to-face meeting of this panel over breakfast before the session. Please do not hesitate to contact me if you have any other questions or need additional information. Best, Tim 2 000002 ORR Log # 2016-071 From: Olson, Timothy Sent: Friday, June 26, 2015 6:59 PM . To: 'lim.gardner@ky.gov'; 'ksgreene@southerco.com'; KRDavis@cosenergy.com Cc: clinton.vince@dentons.com; Susan.Tierney@analyslsqroup.com; 'SSMCREYN@southernco.com'; 'elopez@cpsenerOY.com' Subject: Aspen Energy Policy Forum - speaker conference call [Session 2] Kim, Jim, and Doyle, We are so glad that you have agreed to present remarks at our Energy Policy Forum (July 15·18) in Aspen, CO. Please find below your session description and attached is the current draft of the agenda. Also below is some guidance as you prepare your remarks as well as some logistical information that can help you plan your trip to Aspen. We would like to set up a conference call sometime next week or the following week to discuss the session. Please let us know what windows you might have open for a call and we'll confirm the time shortly. We'll also plan for the full panel to meet face-to-face the day of the session. Please let me, know lf you have any questions or if we can provide additional information (timothy.olson@aspeninstitute.org or 202-736-2907). We look forward to seeing you in Aspen! Best, Tim ##### Guidelines for Speakers: Following are some initial thoughts to keep in mind as you develop your remarks. • Length: Most of each session is reserved for dialogue among all participants (approximately 90minutes) so your role is to be a stimulating "discussant" at the beginning of the session (10-minutes max). The co-chairs will help keep the discussion focused and moving forward. Participants will be asked to use their name cards to signal the moderator that they would like to ask a question or offer a comment. To encourage candor, all discussions during the forum are off-the-record and no press are invited. • Visuals: They are not required but they are welcome if limited and visually compelling (data/graphs, not just text). We are meeting in a roundtable setting, in a room that is hexagonal, and hard to darken completely. The screen is not large. Small print, pale colors, or busy graphics are hard to read. Handouts of slides are useful, especially if your presentation contains many graphics and detailed information. • Podium: Most discussants speak directly from their seat but a podium beside the screen will also be available. The acoustics are roughly the same from either location. • Handouts: Participants welcome copies of slides or other written materials, but they are not required. Copying facilities are limited, so please bring or send in advance at least 80 copies of anything you wish to distribute. (To: Nikki DeVignes, Energy and Environment Program, The Aspen Institute, 1000 North Third Street, Aspen, CO 81611; Phone: 970-925-7010). We can distribute them before or after your presentation. 3 000003 ORR Log # 2016-071 • Presentatjon Recommendations: Past evaluations from partkipants in past years have included four common recommendations: stay within the 10-minute time allocation; avoid using a long slide deck; avoid discussing particular commercial challenges of your own organization; and seek to stimulate discussion rather than reading slides. Meeting Venue & Schedule: The forum w ill t ake place on the campus of the Aspen Meadows, located at 845 Aspen Meadows Road, Aspen, CO 81611. All sessions of the forum will take place in the Lauder Room of the Koch Building on the Aspen Meadows Campus. A map of the Aspen Meadows campus can be found at: http:Uwww.aspeninstitute.org/sites/default/files/content/docs/ee/Aspen Meadow s Map.pdf. Following is the general schedule for the forum: Wednesday, July 15 Please plan to arrive In Aspen by mid-afternoon 6:30-9:00 PM Welcome Reception and Dinner Thursday, July 16 8:30AM 4:30 PM 6:30-9:00 PM Sessions begin Sessions adjourn for the day Forum Reception and Dinner Friday, July 17 9:00AM 4:30PM 6:30-9:00 PM Sessions resume Sessions adjourn for the day Forum Reception and Dinner Saturday, July 18 8:30AM Noon Sessions resume Sessions conclude lunch- all participants are welcome to stay for lunch Travel & Accommodations: Your registration includes all meals during the forum and accommodations for 3 days (check-in on Wednesday, July 15, and check-out on Saturday, July 18). We will confirm your accommodations separately based on the information you provide when you register so please do not contact the hotel directly. Most participants arrange to fly directly into the Aspen-Pitkin County Airport and we encourage you to make your reservations soon as flights into and out of Aspen in the summer can fill quickly. To honor the purpose of the forum, we ask that all participants plan their travel to attend all sessions of the forum . - arriving in the afternoon on Wednesday, July 15, and departing in the afternoon on Saturday, July 18. Transportation t o and from all activities during the forum will be provided (including to and from the Aspen/Pitkin County Airport based on your flight itinerary) so there is generally no need to rent a car. Please see the registration site for more information if you would like to drive from Denver airport (a beautiful 4-hour drive) . 4 000004 ORR Log # 2016-071 Timothy C. Olson Energy and Environment Program The Aspen Institute One Dupont Circle, NW Suite 700 Washington, DC 20036 202-736-2907 Timothy .o lson@aspeninstitute.org <2015 Energy Forum Participant List [DRAFT as of7.9.15).pdf> <2015 Energy Forum Agenda [DRAFf as of 7.9.15] .pelf> 5 000005 . ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Cc: Subject: Attachments: Gillig, Gretchen (PSC) Thursday, July 23, 2015 12:23 PM Erin Hammel Gardner, Jim (PSC) Jim Gardner registration for NCRO Sept 2015 Jim Gardner NARUC New Com Orientation_RegForm_Sept2015_INSTRUCTOR.docx Hi Erin, Jim's registration for the September NCRO training is attached. Thanks, Gretchen Gillig KY Public Service Commission 502. 782 .2555 gretche n.gillig@ky.gov 1 000006 ORR Log # 2016-071 N A R u c National Association of Regulatory Utility Commissioners NARUC 14th NEW COMMISSIONER REGULATORY ORIENTATION September 17-18, 2015 Washington, DC Organized by the NARUC Subcommittee on Education & Research INSTRUCTOR lIBGISTRATION FORM Please return to Erin Hammel, eharnmel@naruc.org, tel: 202-898-2210. Today's Date: July 23, 2015 First Name: Jim Last Name: Gardner Title: Vice Chairman Commission: KY Public Service Commission Tel: 502.782.2555 Email: jim.2ardner@ky.2ov Administrative Assistant Contact Name, Tel, Email (if applicable): Gretchen Gillig 502.782.2555, gretchen.lrlllie@ky.gov Travel Information (NARUC will book hotel reservations directly): Arrival Date: Sept. 16, 2015 Flh?ht Arrival Time: 5:25 pm Departure Date: Sept. 18, 2015 Flieht Departure Time: 5:50 pm Number of Nights Requested in Hotel: 2 Program Schedule: Wednes~ay, Sept. 16, Welcome Dinner- 6:00 pm Thursday, Sept. 17, Day One - 9:00 am- 5:00 pm Friday, Sept. 18, Day Two - 9:00 am- 5:00 pm Instructor Roles: Please refer to the attached agenda for specific timing of each session. As an instructor, we kindly request that you prepare a PowerPoiiit presentation for your plaruied session(s). NARUC will provide you with a template and copy of the version from the last course for your reference. Based on the evaluations and feedback from previous courses, NARUC offers the following recommendations: 000007 ORR Log # 2016-071 • • • • Please focus your presentation on what does a new commissioner need to know about the specific topic you are presenting in order to effectively do their job. Please focus your presentation and remarks on current and key issues for each t<;>pic. Please allow ample time for general discussion/ Q&A for each session. The agenda schedule has this clearly defined. We have also asked participants to send in short descriptions or case studies of issues or experiences that they have encountered in their new role as commissioners. All of these will be circulated in advance to instructors and may provide a starting point for some of the general discussions after each topic. To address the balance of theory vs. practice, please place more emphasis on solid regulatory foundations and substantive issues in the national context. Previous participants have recommended moving away from detailed descriptions of individual State rules. Travel Stipend Information: The stipend will cover your round-trip economy class air, ground transportation and up to three nights hotel (NARUC will book and pay for your hotel directly). Please indicate which group meals you will attend. (Breakfast is included in the hotel rate.) · Wednesday, Sept. 16 _ X _ Welcome Dinner Thursday, Sept. 17 _X_Lunch Friday, Sept. 18 _X_Lunch 000008 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Cc: Subject: Lyons, Debbie K (PSC) Wednesday, July 29, 2015 3:15 PM Gardner, Jim (PSC) Gillig, Gretchen (PSC) Travel requests The travel request to attend EPRI Advisory Council Meeting and 2015 Summer Seminar in San Fra ncisco, CA on Aug. 1-4, 2015 has been approved. The travel request to attend New Commissioner Regulatory Orientation in Washington, DC on Sept. 16-18, 2015 has been approved. Thanks "D~ ~. .L~. eP'i1t Executive Assistant to Commissioner Dan Logsdon Kentucky Public Service Commission 211 Sower Blvd. Frankfort, KY 40602 (502) 782-2553 1 000009 ORR Log # 2016-071 Gillig, Gretchen (PSC} From: Sent: Subject: Gillig, Gretchen (PSO on behalf of Gardner, Jim (PSC) Thursday, August 13, 2015 12:15 PM Gillig, Gretchen (PSC) FW: Your Flight Receipt - JAMES WILSON GARDNER 190CT15 Follow Up Flag: Flag Status: Follow up Flagged To: From: Delta Air Lines [mailto:DeltaAirUnes@e.delta.com] Sent: Thursday, August 13, 2015 12:10 PM To: Gardner, Jim (PSC) Subject: Your Flight Receipt - JAMES WILSON GARDNER 190CT15 .,.. Mon, 190CT . DEPART ~··-- DELTA 1093 ~~- ARRIVE ----~d ..,-~ .__.---........:.~~..Ii.... . LEXINGTON ATLANTA 7:15am 8:44am ATLANTA LITTLE ROCK rt MAIN CABIN (V) DELTA 1863 MAIN CABIN (V) 10:2Sam Wed, 210CT 11:02am - . --· ARRIVE --- DEPART · ~..--..,,..,_,,, ·-~ . . . . . . . j. ~~ DELTA 1614 LITTLE ROCK ATLANTA 7:10am 9:44am ATLANTA LEXINGTON 12:12pm 1:29pm MAIN CABIN (V) DELTA 1385 MAIN CABIN (V) 1 000010 ORR Log # 2016-071 Passenger Info NAME FUGHT SEAT JAMES WILSON GARONER DELTA 1093 DELTA 1863 DELTA 1614 DELTA 1385 20D 280 16C 24C Visit delta.com or use the Fly Delta app to view, select or change your seat. If you purchased a Delta Comfort+™ seat or a Trip Extra, please visit My Trips to access a receipt of your purchase. Flight Receipt Place of Issue: Delta.com Issue Date: 13AUG15 Expiration Date: 13AUG16 METHOD OF PAYMENT $365.20 USD CHARGES Air Transportation Charges $297.68 USO Base Fare Taxes, Fees and Charges United States - September 11th Security Fee(Passenger $11.20 USO Clvil Aviation Security Service Fee) (AY) United States - Passenger Facility Charge {XF) $18.00 USD United States - Flight Segment Tax (ZP) $16.00 USD United States - Transportation Tax (US) $22.32 USD TICKET AMOUNT $365.20 USD This ticket is non-refundable unless the original ticket was Issued at a fully refundable fare. Some fares may not allow changes. If allowed, any change to your Itinerary may require payment of a change fee and lnaeased fare. Failure to appear for any flight without notice to Delta will result In canc:ellatJon of your remaining reservation. Note: When using certain vouchers to purchase tickets, remaining credits may not be refunded. Additional charges and/or aedlts may apply. Fare Details: LEX DL X/ATL OL UT148.84VA14B35A Ol X/An DL LEX148.84VA14B3SA US0297.68END ZP LEXATLUTATL XF l EX4.5ATL4.5LIT4.SAn4.5 Checked Bag Allowance The fees below are based on your original ticket purchase. If you qualify for free or 2 000011 ORR Log # 2016-071 discounted checked baggage, this will be taken Into account when you check in. Mon 19 Oct 2015 DELTA: LEX [lA.TL CARRY ON FIRST SECOND FREE $2SUSD $3SUSD Mon 19 Oct 2015 DELTA: ATL 11.rr CARRY ON FIRST SECOND INCLUDED INCLUDED INCLUDED Visit delta.com for details on baggage embargosthat may apply to your itinerary. Wed 21 Oct 2015 DELTA: LIT [lA.TL ·W~..ON FIRST SECOND FREE $2SUSD $3SUSD Weg 21 Oct 2015 DELTA: ATL (]LEX CARRY ON FIRST SECOND INCLUDED INCLUDED INCLUDED Visit delta.com for details on baggage embargos that may apply to your Itinerary. Transportation of Hazardous Materials Federal law forbids the carnage of hazardous materials aboard aircraft In your luggage or on your person. A vlolatlon can result In civil penalties. Examples Include: Paints, aerosols, fighter fluid, fireworks, torch lighters, tear gases and compressed gas cartridges. There are special exceptions for small quantities (up to 70 ounces tDtal). For further Information visit delta. com Restricted Items Section. 3 000012 ORR Log # 2016-071 BE IN THE KNOW ON THE GO. ~ I Get real-time flight alerts on upgrades, delays and schedule changes via email, text or voice. I ______ :' .. DRIVE AN EASY BARGAIN. > Save up to 40% with Hertz® and enjoy bonus miles with each rental. Book Now. HILTON HHONORS. > Eatn 1 mile per eligible dollar spent with Hilton HHonors. DELTA ASSIST ON TWITTER. > Tweet @DeltaAssist for customer support (also offered in Spanish, Portuguese and Japanese). ONe have partnered with The Nature Conservancy to allow you to offset your carbon emissions from this bip. Go to delta.com/C02 to calaJ!ate your C02 emissions and learn more about offsetting. Terms & Conditions This ticket is non-refundable unless the original ticket was Issued at a fully refUndable fare. Some fares may not allow changes. If allowed, any change to your Itinerary may require payment of a change fee and Increased fare. Failure to appear for any flight without notice to Delta will result In cancellation of your remaining reservation. Note: When using certain vouchers to purchase tickets, remaining credits may not be refunded. Additional charges and/or credits may apply. Checked Bag Allowance *On Delta operated flights, you may carry on one bag and a small personal item at no charge. Delta One"'/Flrst/Buslness Class weight allowance reverts to -"--·---- 4 so lbs for au checked bags beyond regular free 000013 ORR Log # 2016-071 A standard checked bag with Delta may be up to 50 lbs and 62 !!near !nches (per piece). Additional fees apply for oversl:i:e, overweight, and/or additional pieces of checked baggage. Please review Delta's baggage guldellnes for details. Weight and size restrictions may vary when checking baggage on carriers other than Delta. Contact with the operating carrier for detailed checked baggage allowances. You must be checked in at the gate by the applicable check-In deadlines or your reservation may be cancelled. Please review Delta's check·ln requirement guidelines for det:alls. Check·ln requirements vary by alrllne, so If your ticket Includes travel on other alrtlnes, please check with the operating carrier on your ticket. Do you have comments about our ser\llce? Please email us to share them. Conditions of carriage Air transportation on Delta anct the Delta Connection@ carriers Is subject to Delta's condltlons of carriage. 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Please review our Privacy Policy. 5 000014 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Cc: Subject: Attachments: Gillig, Gretchen (PSC) Tuesday, August 18, 2015 11:48 AM Roper, Peggy Gardner, Jim (PSC) Jim Gardner's travel receipts and form for San Francisco Advisory Council Meeting EPRI Advisory Council San Francisco--Jim Gardner receipts.pdf Hi Peggy, Attached are Jim Gardner's travel receipts and form for the San Francisco Advisory Council Meeting. Thanks, Gretchen Gillig KY Public Service Commission 502.782.2555 gretchen.gillig@ky.gov 1 000015 ORR Log # 2016-071 ~~r.:211 -=·-·~ ELEC TIUC POWU RtSUltctl IN6TITUTE Advisory Council Expense Statement Date Submitted: 8/1 8/2015 ~--'--------------~ Invoice: AC2015.8EXP (lnu:rnal Use Only) Traveler's Name: James W. Gardner (It other than se!D Please make check oayable to: Payee: Address: KY Public Service Commission ---------------------~ P.O. Box 615 Frankfort, KY 40602-0615 Phone: 502.782.2555 Fax: ----------------------~ Meeting: Advisory Council Meeting Location: San Francisco, CA Date(s): August 2, 2015 81112015 Auto Miieage Auto Rental ShultlefTaxl/Bus Tolls/Parking Meal(s) Tips Other• Airfare Lodging Other Misc.• 11/VlOlS 81312015 $55.85 $ 641.20 $377.81 377.81 Totals 81412015 162 $92.44 $55.68 $36.00 $111 .53 $36.00 11.78 $11.78 $641.20 $1,133.43 377.81 • Please explain below under Ula apace provided tor remarks. Total to be reimbursed: $ Remarks: 2 ,026.38 (l'le115e llllch ol1on"" ·aum... . -1-ond_propl! .......... r ll!Cl!__,i... pl~) J I certify that this report is a true and accurate sWtUnary of my eipenscs and is consistent with lhc AdvisQory Council rei~bursement~ ' : Signature:~ l}!_ c ~ Pleue return to: Peggy Roper Electric Power Research Institute 3420 Hillview Avenue Palo Alto, CA 94304 lntemal Use Only 705400 - I 1503 Appn>YDI S~ 0.1e ChllP Acco11nt Phone; 650-855-2133 / proper@epri.com I FAX: 650-855·8500 AC ExpHon-15 I of2 non-ll!Jlllblc reimbunement 000016 ORR Log # 2016-071 t=~1211 .,;;;;;1- H ECTalC POWEi RESEARCH INSTITUTE Advisory Council Expense Reimbursement Procedures EPRI reimburses Council members for travel, hotel and other expensu incurred in attendance at council meetings, as well as attendance at Board of Directors, Research Advisory Committee, or other committee meetings as requested and preapproved by EPRI. An honorarium of$l,000 per meeting of 1-2 days or $1,SOO for 3 days or more is provided for time spent at those EPRI meetings and may be waived at the member's request. EPRI's reimbursement policy and procedures are as follows; I. EPRl will reimburse full coach airfare for roundoip travel to the meetings; 2. EPRI will reimburse for the use of a personal automobile on EPRI's behalf (to and from the airport, for instance); in compliance with cWTent IRS standard mileage rate; 3. EPRI will pay all ground transportation, lodging, food, car rental, and parking expenses in connection with attendance at the Advisory Council Meetings; receipts are required; 4. Expense reports (in the form of the attached Expense Statement) must include original bills or receipts (legible copies of original receipts are acceptable) for any single expenditure, including airline tickets, and should deduct any personal expenses from the total charged to EPRI; 5. Expenses as described above will be reimbursed for attendance at the annual Summer Seminar. The honorarium, however, applies only to Advisory Council meeting dates and not the Summer Seminar. 6. For electronic payment, please provide: Account Name, Banking Institution, ABA Routing Number, Checking Account Number. For Non-US Bank Accounts please also include IBAN and Swift Code and Branch. Rcv.2014.12.19 pr AC ExpHon-l 5 l o!2 000017 ORR Log # 2016-071 811812015 Driving Directions from Louisville lnternauonal Airport (SDF) in Loulsvllle, Kentucky 40209 lo Loulsvtlle lnternatlaial Airport {SOF) In Louisville, Kentuck... Notes ~ mapquest· Jim Gardner roundlrip residence to Loulsvlffe Airport Trip to: Louisville International Airport (SDF) 600 Terminal Dr Louisville, KY 40209 (502) 367-4636 162.18 miles I 2 hours 41 minutes '• t~ 1· I t -·-- - -.. - Jh D?6--·------.J t: S7_2 _ q5, rz,5 3 5 Louisville lnternatlonal Airport (SDF) 600 Terminal Dr, Louisville, KY 40209 (502) 367-4636 Download Free App 1. Start out going east on Terminal Dr toward Administration Dr. Map 0.4MI 0.4 Mi Total 2. Turn slight left to stay on Terminal Dr. Map 0.5MI 0.8 Ml Total 3. Take the 1-65/ 1·264 E /US-60 Byp E ramp toward Downtown. Map 0.6MI 1.4 Mi Total lml 4. Merge onto 1-264 EI US-60 Byp E f Henry Watterson Expy Evia the ramp on the left.Map 'IP • 6.9MI B.3 Ml Total IDD 5. Merge onto l-64 Evia EXIT19A toward Lexington. Map 69.0 Mi 77.3 Mi Total mm:i 6. Take 1-75 S toward Richmond I KnoxvllJe. ~ 1.3 Ml 78.6 Mi Total fj 7. Take the US-60 exit, EXIT 110, toward Lexington .~ 8. Keep right to take the ramp toward Lexington. Map 0.2MI 78.9 Mi Total 0.03 Mi 78.9 Mi Total tit uum 9. Merge onto Winchester Rd I US-60 W. Map 2.7MI 81.6 Mi Total 10. Turn left onto liberty Rd. Map 0.4Mi 81 .9 Mi Total 11. Turn slight right onto Henry Clay Blvd. Map 0.7Mi 82.6 Ml Total ., 12. Turn left onto Bon Air Dr. M.§Q 0.07MI 82.7 Mi Total .. 13. Take the 1st left onto Klngsway Dr. Map 0.1 Ml 82.8 Mi Total ~ .. t @ http:/Mww.mapquest.com/prlnt?a=app.COl'e.a9d963dbff!d-4re9005541621 000018 112 ORR Log # 2016-071 Louisville Airport Louisville Int'l Airport €00 Termi nal Drive #30 SF Elite Trans Servi ces San Fra.ndsco 415-401-8900 Customer Sta.rt Time 08191115 20:37 End Time 811115 20:56 Vl!hi cle: 8406 Driver: 6460 Trx: 1296841 40209 Louisville, KV 502-363-3490 ~aceipt Terru ind] 3 7533/0112/834 06/04/15 22:49:S7 SFO ! 1 ; l ! [ooy ! ! ! ! ! Cl1eck 48 1 010100 Pay Parking Ticket$ 36.00 (8/01/15 10:55 - 08/04/15 22:49 Evel yn B. Guests 1 Length of stay: 3 Dy. \1 Hr . 54 Min. EPAN:7D04011225213393320 8/4/2015 10:48 AM MARINA I. 75 ~u/Jtota l Sa Jes Tai 35.00 $ 7.95 FHESH FRUII 3fi.OO lotal Amount C ud=••• APrv: 095376 Fa.re: $42, 55 Extns: $4.00 Tip: $9,30 Totall $55,85 Klein's Deli Gate B3, BAF 9. 70 0.89 0.19 ff 2~ benef 11·::1 re g1atu1ty tntdl Gratuity Visa GARDNER/JAMES O Customer No. 26=: ><76 <;<6 5321 ~mount = $ 36.00 Signature : Cashier 1610A~s0 I Customer 10. 78 1.00 ---------- TOTAL 11. 78 1119- -11. 78 Tip 1.00 Approvdl 04tl&2G CHANGE DUE "*****~***~********************** Thank you ** ~**************************" 0.00 "\'le M~ lcome ymw comments. Cont act the OL•lne r aL ave1 ygkleinsdel1.cora Thank you!" 000019 ORR Log # 2016-071 Thank You for Choosing United Airlines I Uniled Airlines 719/2015 Home > Thank You for Choosing United Airlines Thank You for Choosing United Airlines United Confirmation Numbe..._.. Purchase Summary 1 Adult {18-64) Additional Taxes[Fees $596.00 $45.20 ·' Total $641.20 Payment Information James W Gardner Name of Cardholder: Card Type: ' Flight Details . United Confirmation Number Sat., Aug. 1, 2015 f Louisville, KY, US (SDF) to San Francisco, CA, US (SFO) Depart: Arrive: Flight Distance: 12:32 p.m . 1:47 p.m. Time: 2 hr 788m Sat., Aug. 1, 2015 Loutsville, KY, us (SDF) Sat., Aug. 1, 2015 15 mn Flight: UA5180 Operated by SKYWE<.:i f OBA UNITED EXPRESS. Aircraft: Canada Ir Regional let 700 Fare Class : United Economv Houston, TX, US (!AH Intercontinental) ( W) Meal: Snacks for Purchase No Speclal Meal Offered. Change Planes. Connect time in Houston, TX, US (IAH - Intercontinental) is 1 hour 58 mrnutes. Depart: Arnve: 3:45 p.m. 5:49p.m. Sat., Aug. 1, 2015 Sat., Aug. 1, 2015 Houston, TX, US (IAH • Intercontinental) San Francisco, CA, us {SFO) Fllght 11me:4 hr Distance: 1,635 m 4 mn Travel Total Distance: Time:B hr 2,423 m 17mn Tue., Aug. 4, 2015 (SDF) Depart : Arrive: I San Francisco, CA, US {SFO) Flight Tlme:2 hr https /IWww .united comlweblM-US/appsJboolllrg/lhghl/prirtConfirmatlon.aspx Distance: Flight: UA1257 Aircraft : Boeing 737-800 Fare Class: United Economv (W) Meat: Meals for Purchase No Special Meal Offere d. to Louisville, KY, US Flight: UA753 Aircraft: Boeing 757-200 000020 113 ORR Log # 2016-071 Thank You for Choosing United Alrllnes I United Airlines 7/912015 1 :00 p.m. 4:37 p.m. Tue., Aug. 4, 2015 Tue., Aug. 4, 2015 San Francisco, CA, US (SFO) Denver, CO, US (DEN ) 967 37 mn m Fare Class: United Economy (W} Meal: Snacks for Purchase No Specia l Meal Offered. Cha nge Planes. Connect time In Denver, CO, US (DEN) is Sa minutes. Depart: Arrive: 5:35 p.m. 10:16 p.m. Tue., Aug. 4, 2015 Tue., Aug. 4, 2015 Denver, CO, US (DEN) Louisville, KY, US (SDF) Flight 11me: 2 hr 41 mn Travel 11me: 6 Distance: 1,023 m Flight: UA3365 Operated by TRAN S STATES Total Distance: AIRLINES OBA UNITED EXPRESS . Aircraft: Embraer RJ145 hr 1,990 m lfrmn· · Fare Class : United Economy (W} Meal: None No Special Meal Offered. Traveler(s) Mr. James Gardner Date of Birth: . _ . . . Gender: Special Meals Request: Male ~th is itinerary Frequent Flyer: e-mail Address: Home Phone: Business/Other Phone: Seat Assignments: United States (502) 545-6222 - United States SDF - IAH: 21C IAH - SFO: 310 SFO - DEN: 3SC DEN - SOF: 19A Economy Plus Book Purchase Economy Plus® seating and enjoy more space to relax. Book early for the best availablllty. Hotels, Earn Thousands of Miles "'ROCl https 1/www uniled.can/Web'en-USlapps/booklrVflighl/prlntConfirma~Cll.aspx 000021 213 ORR Log # 2016-071 I TuE Rrrz..CARLTON3 5"~ FRANCISCO James Gardner Company: Room Number: Arrival Date: Departure Date: CRSNumber: Rewards No: Page No: Ky Public Service Commission 0363 08/01/15 08/04(15 84953194 1 of I INVOICE Folio No: 456040 08/04115 Date Description .::. J 150 Group Room Charge 08/01/15 08/01115 Room Rate Tox 14% Business District Assessments 1150 Group Room ChargC:> ~.· 08/02/l 5 08/02115 08/03/15 08103115 0810311 5 08/04/15 c_r_e~~sl __ , 08/01/15 08/02/l 5 Charges .. .. - - 325.00 45.50 7.31 325.00 Room Rate Tax 14% 45.50 7.31 Business District Assessments 1150 Group Room Charge 325.00 Room Rate Tax l4% Business Disrrict Assessments 45.50 7.31 ..............- .......... Tot.al Balance 1,133.43 1,133.43 1,133.43 0.00 As a Rewards Member, you could have earned points toward your free dream vacation today. Start earning points and elite status, plus enjoy exclusive member offers. EitrOJI today at the front desk. 600 STOCKTON AT CALIFORNIA STREET, SAN FRANCISCO, CALIFORNIA 94108-2311 Tel. (415) 296-7465 Business Fax {415) 291-0147 Guest Fax (415) 291-0288 www.rit:zcarlton.com 000022 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Attachments: Gillig, Gretchen (PSC} Friday, August 28, 2015 5:29 PM Gardner, Jim (PSC) FW: Request for OMS Travel Approval for 2015 Annual Meeting for Jim Gardner Gardner - Travel Approval OMS 2015 Annual Meeting Week Oct 19-21 2015.docx You are approved for $915.00 travel funds from OMS for the Little Rock meeting in October. I will .submit to Debbie on Monday. From: Colleen Dougherty [mailto:Colleen@mlsostates.org] Sent: Friday, August 28, 2015 5:25 PM To: Gillig, Gretchen (PSC) Subject: RE: Request for OMS Travel Approval for 2015 Annual Meeting for Jim Gardner Attached is Commissioner Gardner's travel approval to attend the OMS Annual Meeting and MISO meetings in Little Rock. Let me know if I may be of further assistance. Colleen Colleen Dougherty Organization of MISO States (OMS} 100 Court Avenue, Suite 315 Des Moines, IA 50309 p (515) 243-0742 F (515) 243-0746 Colleen@misostates.org www.misostates.org .. --------·--·--·-------- From: Gillig, Gretc~en (PSC) {mailto:Gretchen.Gillig@ky.gov] Sent: Friday, August 28, 2015 3:21 PM To: Colleen Dougherty Subject: Request for OMS Travel Approval for 2015 Annual Meeting for Jim Gardner Hi Colleen, Attached is Jim Gardner's request for OMS travel approval for the 2015 Annual Meeting, October 19-22, in Little Rock, Arkansas. If I understand the directions correctly, we submit a travel request to OMS so that Jim's cost of attending the annual meeting may be covered by OMS. Following the annual meeting we will then submit Jim's receipts with the travel expense report. Please let me know if I am following the process correctly. When should we expect to receive confirmation and approval of Jim's travel request from OMS from your office? Thanks, Gretchen Gillig 502.782.2555 1 000023 ORR Log # 2016-071 Organization cf MISO States OMS REPLY TO REQUEST FOR TRAVEL DATE: August 28, 2015 TO: James Gardner Kentucky Public Service Commission FROM: Tanya Paslawski, Executive Director Organization of MISO States, Inc. SUBJECT: Travel Request We have received your Request for Approval for travel to Little Rock, AR on October 19~21, 2015 to attend the OMS 2015 Annual Meeting week and l\fiSO BOD and AC meetings. 0 This Request is approved based on the anticipated expenses of$ 915.00. Please submit your Expense Reimbursement Form with receipts within 30 days after completion of your trip. D We need the following information in order to complete the processing of your Request for Approval: Please reply to this message with the requested information as soon as possible. Thank you for your work on behalf of the Organization of MISO States. Please let us know if you have any questions regarding this message or on OMS travel in general. Colleen Dougherty colleen@misostates.org Phone: (515) 243-0742 (515) 243-0746 Fax: 000024 ORR Log # 2016-071 Gillig. Gretchen (PSC) From: Sent: To: Cc: Subject: Lyons, Debbie K (PSC) Friday, September 04, 2015 11:07 AM Gardner, Jim (PSC} Gillig, Gretchen (PSC) Travel request The travel request to attend EPRl.Advisory Council Meeting on Sept. 30-0ct. 1, 2015 has been approved. Thanks and have a great weekend. ' 1)ehtd. ~. -f'P"'4, (!P')lt Executive Assistant to Commissioner Dan Logsdon Kentucky Public Service Commission 211 Sower Blvd. Frankfort, KY 40602 (502) 782-2553 1 000025 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Cc: Subject: Lyons, Debbie K (PSQ Thursday, September 10, 2015 2:23 PM Gardner, Jim {PSC) Gillig, Gretchen {PSC) Travel request The travel request to attend OMS Board of Directors and MJSO Advisory Committee Annual Meeting in Little Rock, Arkansas on Oct. 19-21, 2015 has been approved. Thanks and have a good afternoon. 1)JMd ~. ..e~. (!P'Jlt Executive Assistant to Commissioner Dan Logsdon Kentucky Public Service Commission 211 Sower Blvd. Frankfort, KY 40602 (502) 782-2553 1 000026 1- ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Thursday, September 17, 2015 5:11 PM Gardner, Jim (PSC) RE: [naruc-board] Travel Stipend for 2015 NARUC Annual Meeting, November 8-11, 2015 Just submitted the stipend application. "'gg From: Gardner, Jim (PSC) Sent: Thursday, September 17, 2015 5:05 PM To: Gillig, Gretchen (PSC) Subject: Fwd: [naruc-board] Travel Stipend for 2015 NARUC Annual Meeting, November 8-11, 2015 Sent from my iPhone Begin forwarded message: From: Deborah Scott Date: September 17, 2015 at 4:13:11 PM EDT To: Board of Directors Cc: '"Kalk, Brian P.'" , "Cole, Cathy (LARA)" , 'Cindy Muir' , "'thomas.pearce@puc.state .oh. us"' , "'sue.daly@puc.state.oh.us111 , '"Jones, Kim 111 , 111midkiffpowelld@michigan.gov1" , "Earl, Jeffery" , '"Poli, Patricia (LARA) 11' , 'Karen Olesky' , "'Brent Le Blanc {PSC)"' , 111 andreas.thanos@state.ma.us' 11 , 111 Melnykovych, Andrew (PSC)"' , "'Jeffcoat-Sacco, lllona"' , '"Spearman, James"' , 111 randy. kn epper@pu c. nh.gov"' , Sandy Reams , '11 Hand, Gene 11 ' , 'Odogwu Obi Linton PSC-' , 'Donald lomoljo 1, "'Smith, Kim 111 , 'Sallie Kempton Subject: lnaruc-board] Travel Stipend for 2015 NARUC Annual Meeting, November 8-11, 2015 Reply-To: Deborah Scott [Reply to reply only tQ the message author, Reply All to include the entire list.] Dear Members of the NARUC Board of Directors, Committee, Subcommittee and Staff Subcommittee Chairs, Attached are the 2015 Travel Stipend for the NARUC Annual Meeting, including eligibility requirements, and the NARUC Travel Reimbursement Form (for after the meeting). 1 000027 ORR Log # 2016-071 Change in Policy - Please Read: Effective immediate/y1 NARUC will no longer allow persons travelling on NARUC business to add on a personal portion to the itinerary purchased or reimbursed by NARUC. Travel itineraries purchased/or reimbursed by NARUC must now only include the necessary business days required for travel. Those wishing to spend extra days before and/or after the business travel has concluded will need to make the arrangements separate from the NARUC purchased/reimbursed Itinerary at their own cost. Please apply for the stipend online using http://naruc.org/stipend. In addition, please note that you are responsible for registering for the meeting and making your own hotel reservations. Meeting registration and hotel block is now open. We anticipate that the J.W. Marriott Austin will sell out quickly so please do not delay. Please feel free to contact me if you have any questions. Best regards, Debbie Deborah L. Scott Executive Assistant to the Executive Director NARUC 1101 Vermont Avenue, NW, Suite 200 Washington, DC 20005 202-898-2211 dscott@naruc.orq You are currently subscribed to naruc-board as: jim.gardner@ky.gov. To unsubscribe click here: http://www.naruclist.org:8l/u?id::;l36025.41d7c0021fc06c2babb8d3bfc01badae&n::::T&l:::narucboard&o=3040413 (It may be necessary to cut and paste the above URL if the line is broken) or send a blank email to leave-3040413- 136025 .41 d7 c002 lfc06c2bab b8d3bfc01badae@naruclist.org 2 000028 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Friday, September 18, 2015 10:37 AM Gardner, Jim {PSC) FW: 2015 Annual Meeting Stipend Approved $1500 limit as in the past, but with some new rules tightening re air travel. You are all set with the $313 flight reservation. From: Deborah Scott [mailto:dscott@naruc.org] Sent: Friday, September 18, 2015 8:03 AM To: Gillig, Gretchen (PSC) Subject: 2015 Annual Meeting Stipend Approved Hi Gretchen, Com. Gardner has been approved for a 2015 Annual Meeting Travel Stipend. Have a great weekend! Debbie Deborah L. Scott Executive Assistant to the Executive Director NARUC 1101 Vermont Avenue, NW, Suite 200 Washington, DC 20005 202-898-2211 dscott@naruc.org 1 000029 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Cc: Subject: Attachments: Gillig, Gretchen {PSC) Tuesday, September 29, 2015 11:30 AM Gardner, Jim (PSC) Stith, Brenda H (PSC) How do you want to proceed on this? FERC classified briefing cyber security at NARUC-security clearance necessary DOC.pdf The Chairman received a fax from FERC yesterday {scan attached) with invitation for the Chairman or another Commissioner from KY to a classified briefing on cyber and physical security during the Austin NARUC meeting. The briefing by the FERC, Homeland Security, and the FBI requires a security clearance. The meeting will take place on Tuesday, Nov. 10, 3 to Spm, at FBI offices. This is during the Board of Directors Meeting 2:30 to 4:30 (your NARUC stipend is attached to attendance at BOD.) To attend the FERC briefing, the designated Commissioner must RSVP no later than October 1 (Thursday), to give the FBI time to undertake background check. Transportation is not being provided and letter says allow 30 minutes for travel to briefing. The contact is Sandra Waldstein (sandra.waldstein@ferc.gov) 202-502-8092. How do you wish to proceed? Shall Brenda and I check with Dan on being KY's designee for the briefing? 2:30 PM - 4:30 PM Board of Directors Meeting 2:30 PM - 5:00 PM NARI Colloquium 1 000030 ORR Log # 2016-071 Raff, Richard (PSC) From: Sent: To: Cc: Subject: Attachments: Raff, Richard (PSC) Sunday, October 04, 2015 5:45 PM Armstrong, David (PSC); Gardner, Jim (PS(); Logsdon, Dan (PSC); DeRouen, Jeff (PSC); Greenwell, Aaron D (PSC); Bell, Stephanie (PSC) Stith, Brenda H (PSC); Gillig, Gretchen (PSC); Lyons, Debbie K (PSC}; Raff, Richard (PSC) Travel Stipends From Utility Trade Associations 04-42.pdf In conjunction with the upcoming annual NARUC meeting, there is a separate meeting scheduled on Nov. 7 by the Critical Consumer Issues Forum, which is a group composed of regulators, consumer advocates, and utilities. They are offering one night's hotel stipend for attending the meeting, but the stipend is actually paid by EEi, the Edison Electric Institute, which is the trade association for electric utilities. In 2004 the Kentucky Executive Branch Ethics Commission issued the attached opinion to the PSC saying that we cannot accept travel reimbursement from any group that represents persons or businesses that we regulate. EEi does represent the investor owned electric utilities serving in Kentucky. 1 000031 ORR Log # 2016-071 EXECUTIVE BRANCH ETHICS COMMISSION ADVISORY OPINION 04-42 December 17, 2004 RE: DECISION: 1) May Chairman of Public Service Commission attend and participate in a program sponsored by a utility association that represents local energy companies regulated by the Public Service Commission? 2) May the Chairman accept reimbursement from the association for the costs of attending said program? l) 2) Yes. No. This opinion is in response to your October 14, 2004, request for an advisory opinion from the Executive Branch Ethics Commission (the "Commission"). This matter was reviewed at the December 17, 2004, meeting of the Commission and the following opinion is issued. You state the relevant facts as follows. The Chairman of the Public Service Commission ("PSC"), along with three utility commissioners from other states, have been invited to participate in a program sponsored by a utility association that represents local energy companies and also by the National Association of Regulatory Utility Commissions. The purpose of the program, to be held in New York City on January 27-28, 2005, is to educate utility commissions on the role that the regulatory process plays in the financial community's evaluation of energy utility stocks and bonds. The program is also to provide the financial community with a greater understanding of the factors affecting state utility commission decision-making processes relative to energy utilities. This program was begun by the utility association in January 200 l, and since that time some 45 commissioners have participated in these meetings. The utility association has offered to pay for the Chairman's expenses associated with this program, including travel, transportation, lodging, and meals. The PSC regulates the rates, terms, and conditions for non-municipal local natural gas distribution services in Kentucky, while the utility association represents 192 local energy companies delivering natural gas nationwide. You presume that many, if not all, of the gas distribution companies regulated by the PSC are members of the utility association. 000032 ORR Log # 2016-071 E XECUTIVE BRANCH ETHICS COMMISSION ADVISORY OPINION 04-42 December 17, 2004 Page Two You ask: 1) Whether the Chairman may attend and participate in the program, and 2) Whether the Chairman may accept reimbursement from the utility association for the costs of attending said program? Since the purpose of the program is educational and presents the Chairman with an opportunity to learn about how the regulatory process impacts the financial community while in turn providing the financial community with a greater understanding of state utility commission decisionMmaking processes, it would seem to be an appropriate event for the Chairman to attend. However, based on KRS l lA.045(1), stated below, it would not be appropriate for the Chairman to accept reimbursement from the utility association for the costs of attending the program. KRS 11 A.045(1) provides: (1) No public servant, his spouse, or dependent child knowingly shall accept any gifts or gratuities, including travel expenses, meals, alcoholic beverages, and honoraria, totaling a value greater than twenty-five dollars ($25) in a single calendar year from any person or business that does business with, is regulated by, is seeking grants from, is involved in litigation against, or is lobbying or attempting to influence the actions of the agency in which the public servant is employed or which he supervises, or from any group or association which has as its primary purpose the representation of those persons or businesses. Nothing contained in this subsection shall prohibit the commission from authorizing exceptions to this subsection where such exemption would not create an appearance of impropriety. Since KRS 1IA.045(1) states that travel expenses in excess of $25 in a calendar year may not be accepted "from any person or business that does business with, is regulated by, is seeking grants from, is involved in litigation against, or is lobbying or attempting to influence the actions of the agency in which the public servant is employed or which he supervises, or from any group or association which has as its primary purpose the representation of those persons or businesses" (emphasis added), and the national utility association represents the interests of local energy companies regulated by the PSC, the Chairman should not accept travel expense reimbursement for transportation, lodging, and meals from the utility association. See Advisory Opinions 93-50, OOM61, and 02-4, attached. 000033 ORR Log # 2016-071 EXECUTIVE BRANCH ETHICS COMMISSION ADVISORY OPINION 04-42 December 17, 2004 Page Three Additionally, in Advisory Opinion 04-8 (a copy of which is enclosed), the Commission stated that a waiver of a registration fee for a presenter at a professional conference to attend additional sessions of the confe rence would constitute a gift to the presenter. In Advisory Opinion 04-29 (a copy of which is enclosed), the Commission stated that although it thought it was worthwhile for employees to interact with licensees in order to train and provide information to them, and that generally the presenter should not have to pay a fee to attend a function to present such infonnation, other gratuities such as meals and entertainment at the function should not be accepted. In Advisory Opinion 04-36 (a copy of which is enclosed), the Commission further stated that if a program presenter wishes to attend other functions of an annual convention, in addition to the session for which he is a presenter, either he or his agency should pay any registration fee or other fees required. Therefore, in addition to the travel expense issue, if there are any registration fees or other fees associated with the program that exceed $25, excluding any session at which the Chairman will be an active presenter or participant, the Chairman should not attend daily functions of the program without payment of the registration and associated fees. Sincere ly, EXECUTIVE B RANCH ETHICS COMMISSION BYCHAJR: Enclosures: Advisory Opinions Advisory Opinions Advisory Opinions Advisory Opinions Advisory Op inions Advisory Opinions James S. Willhite 93-50 00-61 02-4 04-8 04-29 04-36 000034 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Tuesday, October 06, 2015 5:26 PM Gardner, Jim (PSC) Little Rock -- changes to reservation Delta flight - nonrefundable ticket was 365.20. There is a $200 change fee+ any difference in fare attached to any . change to the reservation . The funds from a changed/canceled ticket must be used by August 13, 2016. [So, if you change/cancel this ticket, you would have $165.20 to apply to another ticket by August 13.] Little Rock Marriott - Cancellations must be made by 4 p.m. of 24 hours prior to day of arrival. [4:00 p.m., Sunday, October 18.] Gretchen Gillig KY Public Service Commission 502.782.2555 gretchen.gillig@ky.gov 1 000035 ORR Log # 2016-071 Lyons, Debbie K {PSC) From: Sent: To: Subject: Lyons, Debbie K {PSC) Tuesday, October 13, 2015 9:52 AM Gardner, Jim (PSC); Logsdon, Dan (PSC); DeRouen, Jeff (PSC); Gillig, Gretchen (PSC) RE: Stipend Deadline is Friday Thanks. We have already applied for a Stipend for Dan. Wa iting on the approval. --------- ---·-- From: Gardner, Jim (PSC) Sent: Tuesday, October 13, 2015 9:50 AM To: Logsdon, Dan (PSC); DeRouen, Jeff (PSC); Lyons, Debbie K (PSC); Gillig, Gretchen {PSC) Subject: FW: Stipend Deadline is Friday ------ From: Michelle Malloy [maflto:mamalloy@naruc.org] Sent: Tuesday, October 13, 2015 9:47 AM To: (uoendra.chivukula@bpu.state.nLus); Logsdon, Dan (PSC); Dianne.solomon@bpu.state.nj.us; Andre Porter (Ohio); Anne E. Hoskins (anne.hoskins@marvland.gov); Becky West; Beth Trombold (Ohio}; Clingan, Kristin; Commissioner Andrew Rutnik (VI); Commissioner Asim Haque {asim.haque@puc.state.oh.us); Commissioner Audrey Zibelman (NY); Commissioner Betty Ann Kane (DC) (bakane@psc.dc.gov); Commissioner Brown (PA); Commissioner Dallas Winslow {DE) (dallaswinslow@yahoo.com); Armstrong, David (PSC); Commissioner Diane Burman (NY); Commissioner Gregg Sayre; Commissioner Harold Williams (MD) (haroldd.williams@marvland.gov); Commissioner James Dimitri; Commissioner Jeff Clark (DE) (JCLARK@schmittrod.com); Commissioner Joann Conaway (DE); Commissioner Joseph Fiordaliso (NJ); Commissioner Judy Jagdmann(VA) (judy.jagdmann@scc.virginia.gov); Commissioner Lynn Slaby (lynn.slaby@puc.state.oh.us); Commissioner Mark Christie (VA) (mark.christie@SCC.Virqinia.gov); Commissioner MaryAnna Holden (NJ); Commissioner Mike Albert (WV) (malbert@osc.state.wv.us); Commissioner Verne David (vcdavid@vimail.net); Diane Hewitt {NJ); Evelyn Dowling (Holden NJ); Guyer, Jessica; Harold Gray (Delaware); Jeannette M. Mills -PSC~; jfc@state.pa.us; Gardner, Jim (PSC); Joanne Daddy Fort; Jodi.Fans!er@dps.ny.gov; John A. Clendenin (VI); Joseph San Martin (VI ) {joe@teamsanmartin.com); Kevin Hughes (kevin.hughes@marvland.gov); kirn.drexler@state.de.us; Laird, Deborah; Lawrence Brenner -PSC-; Lowery, Judy; McCabe, Brooks; mike.karia@state.de.us; mthomasjackson@yahoo.com; Patricia.Acampora@dps.ny.gov; Richard Mroz (NJ); Robert Powelson (PA) (rfp@state.pa.us); sirri hamad@yahoo.com; Stith, Brenda H (PSC); Thomas Johnson {Ohio); Tracey Wilk (Powelson Office); Virgin Islands; West, Felicia (PSC); Willie Phillips (DC); Witmer, Pamela Subject: Stipend Deadline is Friday Good Morning Commissioners, The deadline to apply for a MACRUC Stipend to attend the NARUC Meeting is this Friday, October 16. Some restrictions apply. If you need the application, please let me know. Michelle M alloy, CMP, CAE Senior Director of Meetings and Member Services NARUC 1101 Vermont Ave. NW Suite 200 Washington,. DC 20005 202-898-2214 ma ma 11 oy@n arue. org 1 000036 ORR Log # 2016-071 Gillig, Gretchen (PSC) Subject: location: Travel - MACRUC Start: End: Show Time As: Mon 10/26/2015 9:45 AM Mon 10/26/2015 10:00 AM Tentative Recurrence: (none) Meeting Status: Not yet responded Organizer: Required Attendees: Optional Attendees: DeRouen, Jeff (PSC) Gardner, Jim {PSC); Logsdon, Dan (PSC) Gillig, Gretchen (PSC); Lyons, Debbie K (PSC) CR#2 1 000037 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Tuesday, November 03, 2015 8:00 PM Gardner, Jim (PSQ RE: OMS MISO Fall Seminar Information and Registration I will apply for the OMS travel funds and KY PSC travel funds, as well as make necessary registrations (1 night hotel Nov. 18.) Will anyone else from PSC attend, perhaps Richard or Quang? If so, I would file a KY group travel request . From: Gardner, Jim (PSC) Sent: Tuesday, November 03, 2015 3:14 PM To: Gillig, Gretchen (PSC) Subject: FW: OMS MISO Fall Seminar Information and Registration From: Gardner, Jim (PSC) Sent: Tuesday, November 03, 2015 3:14 PM To: 'Talina Mathews' Subject: RE: OMS MISO Fall Seminar Information and Registration I'll plan on it....having a short drive helps too. From: Talina Mathews [mailto:Talina@misostates.org] Sent: Tuesday, November 03, 2015 2:59 PM To: Gardner, Jim (PSC) Subject: Re: OMS MISO Fall Seminar Information and Registration Yes I'm going. I think your getting involved is important. SSR changes may be relevant with Wilson going forward if BREC thinks of closing it. Or SSR payments to other units may impact BREC if units in IN propose to close since BREC is in the Local Resource Zone with all of Indiana. load forecasting is interesting (ok maybe just to me). KY is the poster child for impacts due to CPP and Seams. And we (KY) need to be at the table, after not being at the table for a LONG time. Just my opinion, Ta Jina Sent from my iPhone On Nov 3, 2015, at 2:07 PM, Gardner, Jim (PSC) wrote: I assume you are going. and Do you believe it would be beneficial to me even though it's not boot camp. From: Colleen Dougherty [mailto:Colleen@misostates.org] Sent: Monday, November 02, 2015 5:30 PM To: Arkansas - Ted Thomas; Bert Flnzer (AR); Oark Cotten (AR); Diana Brenske (AR); Eddy Moore (AR); Elana Davis (AR); Elana Wills (AR-Commissioner); Judy Lindholm (AR); Karen Wesson (AR-Thomas); Keith Berry (AR-Consultant); Kevin Lemley (AR-AG); Michael Marchand (AR); Regina Butler (AR); Shawn McMurray {AR-AG); Wally Nixon {AR); Ann McCabe (IL-Commissioner); Bill Peters (IL - McCabe); Bill Vanderlaan (IL); Brien Sheahan (IL-Chair); Christine Ericson (IL); David Brightwell (IL); Georgette Varner-Haynes (IL-Maye); Illinois - Sherina Maye; Jeffery Orcutt (IL-M. del Valle); Jim Zolnierek (IL); 1 000038 ORR Log # 2016-071 John Rosales (IL-Commissioner); Mark Hanson (IL); Miguel del Valle (IL-Commissioner); Nakhia Crossley (IL-Maye); Randy Rismiller (IL); Beth Roads (IN); Brad Borum (IN); Brandy Darlington (IN - Weber); carolene R. Mays (IN-Vice Chair) ; David Johnston (IN); Indiana - Angela Weber; Amy Christensen (IA); Bao Nguyen (IA); Brooke Bassell-Herman (IA); Chancy Bittner (IA); Dan Fritz (IA); Geri Huser (IA-Chair); Iowa - Libby Jacobs ; Jennifer Johnson (IA); Jim Sundermeyer (IA); Leslie Cleveland (IA); Lorraine Crecelius (IA-Jacobs); Mack Thompson (IA); Nick Wagner (IA-Commissioner); Parveen Baig (IA); Scott Bents (IA); Venkata Bujlmalla (IA); Melnykovych, Andrew (PSC); Stith, Bre~da H (PSC); Logsdon, Dan (PSC); David Armstrong (KY-Chairman); Lyons, Debbie K (PSC); Gilllg, Gretchen (PSC); Beyer, Jonathan (PSC); Gardner, Jim (PSC); Baer, Matthew (PSC); Nguyen, Quang D (PSC); Raff, Richard (PSC); Clyde Holloway (LA - Commissioner); Eve ~hao Gonzalez (LA); Foster campbell (LA - Commissioner); John Tobler {LA·Skrmetta); Lambert Bolssiere III (LA - Commissioner); Lane Sisung (LA-Consultant); Louisiana - Eric Skrmetta; Melissa Watson (LA); Noel Darce (LA Consultant); Paul Chastant (LA-consultant); Paul Zimmerlng (LA consultant); Robert Vosberg (LA-Consultant); Samantha Goodwin (LA-Skrmetta); Stephen Holliday (LA); Tom McGuckin (LA consultant); Brenda Bresch (MB-Gosselin); Darren Christle (MB); Diana Villegas (MB - Gosselin); Kurt Simonsen (MB); Manitoba - Regis Gosselin ; Manitoba Administrative Group (MB); Al Freeman (MI-MAE); Amy Rittenhouse (MI -Talberg); Angie Brunette (MI); Angie Butcher (MIMAE); Bonnie Janssen (MI-MAE); Brian Ballinger (MI); cathy Cole (MI - Quackenbush); Delores MidkiffPowell (MI); Eric Stocking (MI); Greg White (MI - Commissioner); Judy Palnau (MI-MAE); Julie Baldwin (MI); Katie Morgan (MI); Lisa Pappas (MI); Michigan - Sally Talberg; Naomi Simpson (MI); Patricia Poli {MI); Rob Ozar (MI); Ron Radke (MI); Steve Kulesia (MI); Susana Woolcock (MI - Talberg); Beverly Jones Heydinger (MN - Chair); Bret Eknes (MN); Cezar Panait (MN); Chris Villarreal (MN); Clark Kami (MN); Dan Upschultz {MN - Commissioner); Dan Wolf (MN); Eric Witte (MN); Hwlkwon Ham (MN); Janet Gonzalez (MN); John Tuma (MN - Commissioner); Mark Johnson (MN); Mary Swoboda (MN - Tuma) ; Mike Kaluzniak (MN); Minnesota - Betsy Wergin; Nancy campbell (MN-DOC); Nancy Lange (MN Commissioner); Rose Christensen (MN - Wergin); Sean Stalpes (MN); Sundra Bender (MN); Tricia DeBleeckere (MN); Zac Ruzycki (MN-DOC); Bill Booth (MS Consultant); Chad Reynolds (MS-PUS); Collin Cain (MS Consultant); David carr (MS PSC); James Richardson (MS·PSC); Jody Ray (MS-PSC); Katherine Collier (MS-PSC); Latoya Earnest {MS-PSC); Laura Dixon (MS-PSC); Lauren Ann McLaughlin (MS-PSC • Presley); Lynn Posey (MS-PSC - Chair); Mississippi - Brandon Presley; Nick Puga (MS Consultant); Sam Mabry (MS-PUS); Serena Clark (MS-PSC); Shawn Shurden (MS-PSC); Sherry Book (MS-PSC); Stephanie Taylor (MS-PSC); Steve Renfroe (MS-PSC - Commissioner); Valerre Green (MS - Consultant); Wendy Collins (MS-PUS); Adam McKinnie; Amy Moore {D.Hall advisor); Cherlyn Voss; Dan Beck; Dana Eaves; Erica Hurt (MO-Hall); Erin Maloney; Jan Davidson; Janis Fischer; Kendelle Seidner (MO-W. Kenney); Maida Coleman (MO - Commissioner); Mark Hughes; Mark Oligschlaeger; Missouri - Dan iel Y. Hall; Natelle Dietrich; Nathan Williams; Noumvl Ghomsi; Rachel Hassani; Rachel Lewis (W.Kenney); Randy Gross; Scott Rupp; Shelley Brueggemann; Sherri Kohly ; Sheryl Gregory; Steve Dottheim; Steve Stoll (MOCommissioner); Walt Cecil; William P. Kenney; Bob Decker {MT- Bushman); Bob Lake (MT-Vice Chair); Jason Brown (MD; Montana - Kirk Bushman; Robin Arnold (Ml); Roger Koopman {MT-Commissioner); Shauna Simpson (MT- Bushman); Travis Kavulla (MT-Commissioner); Adlti Tiwari (NOLA - consultant); David Shaffer (NOLA consultant); Emma Hand (NOlA - Consultant); Evelyn F. Pugh; Jared C. Brossett; Maria Mercedes Tio (Councilman James Gray); NO Councilmember - Jason R Williams; Pearlina Thomas {J. Williams); Phil Movlsh (NOLA - consultant); Presley Reed (NOLA - consultant); Stacy Head; Susan Guidry; Tom Stratton (NOLA); Charlene Magstadt {ND) ; David Charles (ND); !Ilona Jeffcoat Sacco ; Jerry Lein; Julie Fedorchak (ND - Commissioner); Mike Diiier; North Dakota - Brian Kalk; Patrick Fahn; Randy Christmann (ND - Commissioner); Brian Rounds; Chris Nelson ; Darren Kearney; Gary Hanson; Greg Rislov ; John J. Smith ; Katlyn Gustafson (G. Rislov); Kristie Fiegen; Leah Mohr; Patricia Van Gerpen ; Rolayne Wiest; Brandy Marty; Davida Dwyer- PUC of Texas; Diane Hopingardner; Donna Nelson; Jason Haas; Liz Kayser; Monica Lambert (Ken Anderson); Rich Wakeland (K.Anderson advisor) ; Richard Greffe; Texas - Ken Anderson; Alice Heilman ; Andrew Bohage ; Andrew Kell; Bob Seltz (WI - Nowak); Don Neumeyer ; Ellen Nowak; Gail Maly ; Janet Wheeler; Krystal Jones (WI - Huebsch); Lois Hubert; Lori Sakk ; Marcus Hawkins; Mike Varda; Nancy Gardner (WI-Montgomery); Phil Montgomery; Randy Pilo; Sandy Paske (WI - Nowak); Teresa Hatchell (WI - Huebsch); Wisconsin - Mike Huebsch; April Paronish (INOUCC); Brandi Myrick; caren Warner; Christopher Garbacz; Christopher Shaw; David Boackle; David Stippler (IN-OUCC); Frank Bodine; Jennifer Easler {IA-OCA); Joesph Dammel (MN-OAG); John Long (IAOCA); Julie Urban (MN-OAG); Marcos Munoz; Paige Wilkins; Pradeep Sircar; Randall Helmen; Robb Mork; Ron Nelson (MN-OAG); Sheila Parker {IA-OCA); Virden Jones Cc: Tanya Paslawski; Tallna Mathews; Colleen Dougherty; Bill Smith; Amy Schmelzer Subject: OMS MISO Fall Seminar Information and Registration 2 000039 ORR Log # 2016-071 To OMS Members: As mentioned last month, MISO and OMS have joined together once again to schedule the second annual Fall Seminar [formerly known as Issues Summiij, a deep dive into topics of interest to our members. These meetings are not to replace the OMS/MISO "boot-camp" meetings for newer members; it is to be a more advanced level of discussion and both staff and Commissioners are welcome. The Fall Seminarwill take place on November 18-19, 2015 in Carmel, IN at both the MISO headquarters and the Renaissance Hotel Online registration is now available by clicking this link https:Uwww. re go nli ne.com/o msm isoseconda nnua lfa llsem ina r. OMS has reserved a block of rooms at the Residence Inn in Carmel. You will register for your room online and then OMS will get back to you with a confirmation on November 16th. You will need to provide a credit card at check in for incidentals but OMS will pay for the room directly. I have attached a draft agenda and a travel request form. Please tum the request in as soon as possible and register online no later than noon Friday, November 131h. Let me know if you have any questions, Colleen Colleen Dougherty Organization of MISO States (OMS} 100 Court Avenue, Suite 315 Des Moines, IA 50309 p (515) 243-0742 F (SIS) 243-0746 Colleen@misostates.org www.mlsostates.org <0MSTravelApprovalRequestRev23Mar2015.docx> 3 000040 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subjed! Gillig, Gretchen (PSC) Friday, November 06, 2015 10:15 AM Gardner, Jim (PSC} Re OMS/MISO on Nov.18-19 You have two appointments on your calendar that will need to be rescheduled due to the OMS/MISC meeting: Reed Rhorer on Nov. 18 and Sandra Reulet on Nov. 19. The travel fund request to OMS was approved. We are waiting for approval from the EEC for this trip. Gretchen Gillig KY Public Service Commission 502.782.2555 gretch en .gillig@ky.gov 1 000041 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Lyons, Debbie K (PSC) Tuesday, November 10, 2015 11:48 AM Gardner, Jim (PSQ Gillig, Gretchen (PSC) Travel request Sent: To: Cc: Subject: The travel request to attend OMS/MISO 2"d Annual Fall Seminar on Nov. 18-19, 2015 in Carmel, IN has been approved. Thanks 1)~ ~. .4'f1"'4, (?P'lit Executive Assistant to Vice Chairman Dan Logsdon Kentucky Public Service Commission 211 Sower Blvd. Frankfort, KY 40602 (502) 782-2553 1 000042 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Gillig, Gretchen (PSC) Thursday, November 12, 2015 2:26 PM Gardner, Jim (PSC} RE: FYI--you are registered and approved by OMS and KY to attend -- FW: Reminder to regist er for the OMS MISO Fall Seminar yes From: Gardner, Jim (PSC) Sent: Thursday, November 12, 2015 2:07 PM To: Gillig, Gretchen (PSC) Subject: RE: FYl--you are registered and approved by OMS and KY to attend -- FW: Reminder to register for the OMS MISO Fall Seminar So I am registered From: Gillig, G~tchen (PSC) Sent: Thursday, November 12, 2015 1:44 PM To: Gardner, Jim (PSC) . Subject: FYI--you are registered and approved by OMS and KY to attend -- FW: Reminder to register f~r the OMS MISO Fall Seminar From: Colleen Dougherty [mailto:Colleen@misostates.org] Sent: Thursday, November 12, 2015 12:53 PM To: Arkansas - Ted Thomas; Bert Finzer (AR); Clark Cotten (AR); Diana Brenske (AR); Eddy Moore (AR); Elana Davis (AR); Elana Wills (AR-Commissioner); Judy Lindholm (AR); Karen Wesson (AR-Thomas); Keith Berry (AR-Consultant); Kevin Lemley (AR-AG); Michael Marchand (AR); Regina Butler (AR); Shawn McMurray (AR-AG); Wally Nixon (AR); Ann McCabe (IL-Commissioner); Bill Peters (IL- McCabe); Bill Vanderlaan (IL); Brien Sheahan (IL-Chair); Christine Ericson (IL); David Brightwell (IL); Georgette Varner-Haynes (IL-Maye); Illinois - Sherina Maye; Jeffery Orcutt (IL-M. del Valle); Jim Zolnierek (IL); John Rosales (IL-Commissioner); Mark Hanson (IL); Miguel del Valle (IL-Commissioner); Nakhia Crossley (IL-Maye); Randy Rismiller (IL); Beth Roads (IN); Brad Borum (IN); Brandy Darlington (IN - Weber); Carolene R. Mays (IN-Vice Chair) ; David Johnston (IN); Indiana - Angela Weber ; Amy Christensen {IA); Bao Nguyen (IA); Brooke Bassell-Herman (IA); Chancy Bittner (IA); Dan Fritz (IA); Geri Huser (IA-Chair); Iowa - Libby Jacobs ; Jennifer Johnson (IA); Jim Sundermeyer (IA); Leslie Cleveland (IA); Lorraine Crecelius (IA-Jacobs); Mack Thompson (IA); Nick Wagner (IACommissioner); Parveen Baig (IA); Scott Bents (IA); Venkata Bujimalla (IA); Melnykovych, Andrew (PSC); Stith, Brenda H (PSC); Logsdon, Dan (PSC); David Armstrong (KY-Chairman); Lyons, Debbie K (PSC); Gillig, Gretchen (PSC); Beyer, Jonathan (PSC); Gardner, Jim (PSC); Baer, Matthew (PSC); Nguyen, Quang D (PSC); Raff, Richard (PSC); Clyde Holloway (LA - Commissioner); Eve Kahao Gonzalez (LA); Foster Campbell (LA - Commissioner); John Tobler (1.A-Skrmetta); Lambert Boissiere III (LA - Commissioner); Lane Sisung (I.A-Consultant); Louisiana - Eric Skrmetta; Melissa Watson (LA); Noel Darce (LA Consultant); Paul Chastant (LA-Consultant); Paul Zimmering (LA consultant); Robert Vosberg (LAConsultant); Samantha Goodwin (LA-Skrmetta); Stephen Holllday (LA); Tom McGuckin (LA consultant); Brenda Bresch (MB-Gosselin); Darren Christle (MB); Diana Villegas (MB - Gosselin); Kurt Simonsen (MB); Manitoba - Regis Gosselin ; Manitoba Administrative Group (MB); Al Freeman (Ml-MAE); Amy Rittenhouse (MI - Talberg); Angie Brunette (MI); Angie Butcher (MI-MAE); Bonnie Janssen (MI-MAE); Brian Ballinger (MI); Cathy Cole (MI - Quackenbush); Delores MidkiffPowell (MI); Eric Stocking (MI); Greg White (MI - Commissioner); Judy Palnau {MI-MAE); Julie Baldwin (MI); Katie Morgan (MI); Lisa Pappas (MI); Michigan - Sally Talberg; Naomi Simpson (MI); Patricia Poli (Ml}; Rob Ozar (MI); Ron Radke (MI); Steve Kulesia {MI); Susana Woolcock (MI - Talberg); Beverly Jones Heydlnger (MN - Chair); Bret Eknes (MN); Cezar Panait (MN); Chris Villarreal (MN); Clark Kami (MN); Dan Llpschultz (MN - Commissioner); Dan Wolf (MN); Eric Witte (MN); Hwikwon Ham (MN); Janet Gonzalez (MN); John Tuma (MN - Commissioner); Mark Johnson (MN); Mary 1 000043 ORR Log # 2016-071 Swoboda (MN - Tuma) ; Mike Kaluzniak {MN); Minnesota - Betsy. Wergin; Nancy Campbell (MN-DOC); Nancy Lange {MN Commissioner); Rose Christensen (MN - Wergin); Sean Stalpes (MN); Sundra Bender (MN); Tricia DeBleeckere (MN); Zac Ruzycki (MN-DOC); Bill Booth (MS Consultant); Chad Reynolds (MS-PUS); Collin Caln (MS Consultant); David Carr (MS PSC); James Richardson (MS-PSC); Jody Ray (MS-PSC); Katherine Coll/er (MS-PSC); Latoya Earnest (MS-PSC); Laura Dixon (MS-PSC); Lauren Ann Mclaughlin (MS-PSC - Presley); Lynn Posey (MS-PSC - Chair); Mississippi - Brandon Presley; Nick Puga (MS Consultant); Sam Mabry (MS-PUS); serena Clark (MS-PSC); Shawn Shurden (MS-PSC); Sherry Book (MSPSC); Stephanie Taylor (MS-PSC); Steve Renfroe (MS-PSC - Commissioner); Valerie Green (MS - Consultant); Wendy Collins (MS-PUS); Adam McKlnnie ; Amy Moore (D.Hall advisor) ; Cherlyn Voss; Dan Beck; Dana Eaves; Erica· Hurt (MOHaU); Erin Maloney; Jan Davidson ; Janis Fischer; Kendelle Seidner {MO-W. Kenney); Maida Coleman (MO Commissioner); Mark Hughes; Mark Oligschlaeger; Missouri - Daniel Y. Hall; Natelle Dietrich; Nathan Williams; Noumvl Ghomsi; Rachel Hassan!; Rachel Lewis (W.Kenney); Randy Gross; Scott Rupp; Shelley Brueggemann; Sherri Kohly; Sheryl Gregory; Steve Dottheim; Steve Stoll (MO-Commissioner); Walt Cecil; William P. Kenney; Bob Decker (MT· Bushman); Bob Lake (MT-Vice Chair); Jason Brown {MT); Montana - Kirk Bushman ; Robin Arnold (MT); Roger Koopman (MT-Commissioner); Shauna Simpson {MT - Bushman); Travis Kavulla (MT-Commissioner); Aditl Tiwari (NOLA consultant); David Shaffer {NOLA consultant); Emma Hand (NOLA - Consultant); Evelyn F. Pugh; Jared C. Brossett; Maria Mercedes 1io (Councilman James Gray); NO Councllmember - Jason R Williams; Pearlina Thomas (J. Williams) ; Phil Movish (NOLA - consultant); Presley Reed (NOLA - consultant ); Stacy Head; Susan Guidry; Tom Stratton (NOLA); Charlene Magstadt (ND) ; David Charles (ND); !Ilona Jeffcoat Sacco ; Jerry Lein; Julie Fedorchak (ND - Commissioner); Mike Diller; North Dakota - Brian Kalk; Patrick Fahn; Randy Christmann (ND - Commissioner); Brian Rounds; Chris Nelson ; Darren Kearney; Gary Hanson; Greg Rislov; John J. Smith; Katlyn Gustafson (G. Rislov); Kristie Fiegen; Leah Mohr; Patricia Van Gerpen ; Rolayne Wiest; Brandy Marty; Davida Dwyer- PUC of Texas; Diane Hopingardner; Donna Nelson; Jason Haas; Liz Kayser; Monica Lambert (Ken Anderson); Rich Wakeland {K.Anderson advisor) ; Richard Greffe; Texas Ken Anderson; Alice Heilman; Andrew Bohage; Andrew Kell; Bob Seitz (WI - Nowak); Don Neumeyer; Ellen Nowak; Gail Maly ; Janet Wheeler; Krystal Jones (WI - Huebsch); Lois Hubert; Lori Sakk ; Marcus Hawkins; Mike Varda; Nancy Gardner (WI-Montgomery); PhJI Montgomery ; Randy Pila; Sandy Paske (WI - Nowak); Teresa Hatchell (WI - Huebsch); Wisconsin - Mike Huebsch; April Paronish (IN-OUCC); Brandl Myrick; Caren Warner; Christopher Garbacz; Christopher Shaw; David Boackle; David Stippler (IN-OUCC); Frank Bodine; Jennifer Easler (IA-OCA); Joesph Dammel (MN-OAG); John Long {IA-OCA); Julie Urban (MN-OAG); Marcos Munoz; Paige Wilkins; Pradeep Sircar; Randall Helmen; Robb Mork; Ron Nelson (MN-OAG); Sheila Parker (IA-OCA); Virden Jones Cc: Tanya Paslawski; Talina Mathews Subject: Reminder to register for the OMS MISO Fall Seminar The deadline to register for the OMS MISO Fall Seminar Is noon tomorrow. If you plan to attend, please register on line and send OMS your travel request for approval today if you have not done so already. Thank you, Colleen From: Colleen Dougherty Sent: Monday, November 02, 2015 4:30 PM Subject: OMS MISO Fall Seminar Information and Registration To OMS Members: As mentioned last month, MISO and OMS have joined together once again to schedule the second annual Fall Seminar [formerly known as Issues Summi~, a deep dive into topics of interest to our members. These meetings are not to replace the OMS/MISO ''boot-camp" meetings for newer members; it is to be a more advanced level of discussion and both staff and Commissioners are welcome. The Fall Seminarwill take place on November 18-19, 2015 in Carmel, IN at both the MISO headquarters and the Renaissance Hotel Online registration is now available by clicking this link https://www.regonline.com/omsmisosecondannualfallseminar. OMS has reserved a block of rooms at the Residence Inn in Carmel. You will register for your room online and then OMS will get back to you with a confirmation on November 16th. You will need to provide a credit card at check in for incidentals but OMS will pay for the room directly. 2 000044 ORR Log # 2016-071 I have attached a draft agenda and a travel request form. Please turn the request in as soon as possible and register online no later than noon Friday, November 13th. Let me k.now if you have any questions, Colleen Colleen Doug~erty Organization of MISO States (OMS) 100 Court Avenue, Suite 315 Des Moines, IA 50309 p {515) 243-0742 F (515) 243-0746 Colleen@misostates.org www.misostates.org 3 000045 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: · Sent: To: Subject: Gillig, Gretchen (PSC) Tuesday, November 17, 2015 4:11 PM Gardner, Jim {PSC) If you have time before leaving Wednesday -- travel vouchers are in your inbox Your Austin trip and Dan's Austin trip state vouchers are in your inbox. If you have time before leaving Wednesday, you may want to sign them and Debbie will process them. Thanks, Gretchen Gretchen Gillig KY Public Service Commission 502.782.2555 gretch en.gillig@ky.gov 1 000046 ORR Log # 2016-071 Raff, Richard (PSC) From: Raff, Richard (PSC) Tuesday, December 01, 2015 11:51 AM Gardner, Jim (PSC); Logsdon, Dan (PSC); DeRouen, Jeff (PSC); Greenwell, Aaron D (PSC); Bell, Stephanie (PSC); Ayer, Pam (PSC); Willard, Kyle (PSC); Newby, Daryl E (PSC); Dooley, David (PSC); Faulkner, Linda (PSC); Smith, Virginia L (PSC); Stith, Brenda H (PSC); Gillig, Gretchen (PSC); Lyons, Debbie K (PSC) Raff, Richard (PSC) RE: 2016 Training Scholarships Available for U.S. State-level Commission Staff - Deadline is Jan. 8, 2016 Sent: To: Cc: Subject: The Executive Branch Ethics Commission has ruled that employees of a regulatory agency may not accept reimbursement for travel or tuition from either an entity regulated by that agency or a trade association whose members include an entity regulated by that agency. Thus, PSC employees may not ethically accept a scholarship or any reimbursement from either the NAWC, which is the trade association for investor owned water utilities including Kentucky American Water and Water Service Kentucky, or EEi, which is the trade association for investor owned electric utilities including LGE/KU, Duke Kentucky, and Kentucky Power. From: DeRouen, Jeff (PSC) Sent: Tuesday, December 01, 2015 11:12 AM To: Ayer, Pam (PSC} Cc: Raff, Richard (PSC); Willard, Kyle (PSC); Newby, Daryl E (PSC); Dooley, David (PSC); Faulkner, Linda (PSC}; Smith, Virginia L (PSC}; Greenwell, Aaron D (PSC); Bell, Stephanie {PSC}; Gardner, Jim (PSC}; Logsdon, Dan (PSC); Stith, Brenda H (PSC); Gillig, Gretchen (PSC); Lyons, Debbie K (PSC) Subject: FW: 2016 Training Scholarships Available for U.S. State-level Commission Staff - Deadline is Jan. B, 2016 For RT Thursday and first meeting Monday... email and attachments Executive Director Kentucky Public Service Commission 211 Sower Boulevard Frankfort, Kentucky 40601 (502) 564-3940 ------------·--· From: Erin Hammel [mailto:ehammel@naruc.org] Sent: Tuesday, December 01, 2015 11:02 AM To: All of NARUC (Commissioners and Staff) Subject: [all-naruc] 2016 Training Scholarships Available for U.S. State-level Commission Staff - Deadline is Jan. 8, 2016 [Reply to reply only to the message author, Reply All to include the entire list.] 2016 Scholarship Application Form & Information 1 000047 ORR Log # 2016-071 Released: December 1. 2015 Application Deadline: January B. 2016 (5:00 pm Eastern) to: Sue.Daly@puc.state.oh.us Administered by the NARUC Subcommittee on Education and Research The Subcommittee on Education and Research is pleased to announce scholarship opportunities for 2016 to support member attendance at NARUC-endorsed training courses. These opportunities are available for U.S. state-level commission staff. The four opportunities are listed in the attached Information document, along with their eligibility criteria and courses covered. You may select only one training course. For that one training course, you may apply for more than one scholarship opportunity; however selected candidates can only receive one scholarship. (The Subcommittee recognizes that some members may not be eligible for certain ones due to the sponsoring organization.) For each of the scholarship opportunities, the selected recipient will turn in a reimbursement form, copies of receipts (airfare, hotel and/or registration fees) and the certificate of attendance. NARUC will directly reimburse the participant or participant's commission following successful completion of the training course. (NARUC will in turn be reimbursed by the sponsoring organization.) Attached is the single, streamlined application. (Scholarships are non-transferrable.) If you have any questions, please contact: Sue Daly Sue .daly@puc.state.oh.us (614) 466-5634 Erin B. Hammel Director of International Programs Liaison, Subcommittee on Education & Research NARUC 1101 Vermont Ave, NW, Suite 200 Washington, DC 20005 Tel: 1-202-898-2210 Email: ehammel@11aruc.org www. 1w rue. org/inte mational You are currently subscribed to all-naruc as: jeff.derouen@ky.gov. To unsubscribe click here: http://www.naruclist.org: 81/u?id=124657.819e6ed129de85d802433822ac99ba27 &n=T&l=allnaruc&o=3 041951 2 000048 ORR Log # 2016-071 . (It may be necessary to cut and paste the above URL if the line is broken) or send a blank email to leave-3041951-124657. 819e6ed l 29de85d802433822ac99ba27@naruclist.org 3 000049 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: To: Subject: Attachments: Gillig, Gretchen (PSC) Wednesday, February 24, 2016 10:05 AM Gardner, Jim (PSC) FW: Jim Gardner--Travel Reimbursement and Receipts for 2016 NARUC Winter Mtgs Travel Reim 2016 Naruc Winter Mtgs--Cmr Jim Gardner.pdf FYI-Hope to get the NARUC reimbursement by mid-March and then will file the Kentucky eligible expenses {approximately $70.) From: Gillig, Gretchen (PSC) Sent: Wednesday, February 24, 2016 10:03 AM To: Deborah Scott (dscott@naruc.org) Subject: Jim Gardner--Travel Reimbursement and Receipts for 2016 NARUC Winter Mtgs Hi Debbie, Attached are Jim's travel reimbursement form and receipts for the 2016 NARUC Winter Meetings. Thanks, Gretchen Gretchen Gillig KY Public Service Commission 502.782.2555 gretche n.gillig@ky.gov 1 000050 ORR Log # 2016-071 NARUC Travel Reimbursement Form Stipend for 2016 NARUC Winter Committee Meetings Washington, DC, February 14-17, 2016 Requested For: James W. Organization: Gardner Date Requested: 02-23-16 KY Public Service Commission Total Amount Requesting: $_15_0_0_.o_o_ __ Allowable Expenses locurred (as outlined in Stipend letter): Please include copies ofall receipts. Expense Airfare (Econ class) 2 checked bag, each way, if annlicable Hotel Park.in2 (if drivin2) Taxi to and from airport and hotel only Mileage -(IRS 2016 rates) (mapquest printout required) Park.ine: at Airport Total Amount 286.70 25.00 6.59 (available tunds left) 1140.42 18.60 22.69 0 0 $1500.00 Payee Information PayableTo: _ _J_a_m_e_s_W_._G_a_rd_n_e_r______________________ Address: P.O. Box615 -----------------------------------~ Frankfort, KY 40602-0615 I certify that I fully participated in the 2016 NARUC WinJmmittee Meetings and am eligible for this travel stipend. ~ , Ga ignature , . . ._ i" /1 ( 6 te)/ Note: Plca!le send tbis form along with any other required documents to: Debbie Scot1 (dscnt1u1!11aruc.org) NARUC I IOI Vermont Ave., NW, Suite 200 Washington, DC 20005 APPROVED BY: Executive Director Date 000051 ORR Log # 2016-071 Gillig, Gretchen (PSC) From: Sent: Gardner, Jim (PSC) Monday, January 11, 2016 12:34 PM To: Subject: Gillig, Gretchen (PSC) FW: Your Flight Receipt - JAMES WILSON GARDNER 13FEB16 From: Delta Air Lines [mailto:DeltaAlrllnes@e.delta.com] Sent: Monday, January 11, 2016 12:23 PM To: Gardner, Jim (PSC) Subject: Your Flight Receipt - JAMES WILSON GARONER 13FEB16 Your Trip Conflnnatia~ Sat, 13FEB DEPARif ARRIVE DELTA 5536" LEXINGTON, KY ATLANTA 1:52pm 3:19pm ATLANTA WASHINGTON-REAGAN 4:20pm 6:04pm Wed, 17FEB DEPARTr ARRIVE DELTA 3319* WASHINGTON-REAGAN LEXINGTON, KY 8:00pm 9:46pm MAIN CABIN (V} DELTA 1938 MAIN CABIN (V) MAIN CABIN (V) *Flight 5536 Operated by EXPRESSJET OBA DELTA CONNECTION *Flight 3319 Operated by SHUTILE AMERICA OBA DELTA CONNECTION RESTRICTED HAZARDOUS ITEMS To ensure the safety of our customers and employees, Celt Wednesday, February 17, 2016 4:29 PM Gardner, Jim (PSC) Subject: Receipt from Taxi Sent: -··· ' .. -~- ...... • Things just got easier. Now when you shop at sellers who use Square, your receipts will be delivered automatically. Learn more. .. .' - LUXURY CAB WASHINGTON, OC (202) 269- 1100 PLATE# H91886 TRX: 2665529 ~ START TIME 02/17/16 13:57 END TIME 2/17/16 14:24 DIST: 4.4 HI FARE: $18. 64 EXTRAS: $0.25 TIP: $3, 80 TOTAL: $22.69 VEHICLE: 0016 DRIVER: 88 CClllPL.AlNTS CALL('202) 645-60ta Custom Amount $14.88 Subtotal $14.88 $3.72 Tip $18.60 Total l 000057 I - ·~~ ORR Log # 2016-071 N A R u c National Association of Rcgularoq• Utility Commissioners December 2015 To: Chairs, NARUC Committees, Subcommittees and Staff Subcommittees Members, NARUC Board of Directors RE: Travel Stipend for the 2016 NARUC Winter Committee Meetings, Washington, DC, February 14-17, 2016 bttp;//winter.narucmeetings.org/ NARUC has allocated funding for Chairs of NARUC Committees, Subcommittees and Staff Subcommittees and members of the Board 1 as needed, to attend this important Meeting. If you plan to attend the 2016 NARUC Winter Committee Meetings and would like to receive a travel stipend, please note that the following conditions apply in order to be eligible to receive a travel stipend: • Registrants must apply for the stipend online no later tha11 February 5, 2016, using the following link: http://namc.org/stipend/ • Registrants must pay the registration fee for the meeting. • Stipends are non-transferable. • Recipients must be an actively serving Chair or Board Member at the time of the Meeting. • Recipients must participate fully in their Committee or Subcommittee Meeting. • Recipients on the Board of Directors must participate in the entire Board meeting on Wednesday, February 17, 11 :45 to 4:00 pm, or until adjournment. • Recipients will be responsible for making their own travel, hotel arrangements and registering for the meeting. Travel itinert1ries purc/laserflor reimb11r.fer! by NAR UC must 011/y inclutle the neces~·ary btt.'il11e.u dllys requiredfor /ravel. Those wishing to spend extra