1 Reliability Coordination (IRO Standards) 2011 System Operator Conferences #3 and #4 September 13-15 & 20-22, 2011 Nashville/Franklin TN Rocky Williamson

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Reliability Coordination(IRO Standards)

2011 System Operator Conferences #3 and #4September 13-15 & 20-22, 2011 Nashville/Franklin TN

Rocky WilliamsonOperations Training ManagerSouthern Company Services - Transmission

2011 System Operator Conference

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Learning Objectives

At the conclusion of this training, the participant should be able to:

• Identify responsibilities and authorities of the Reliability Coordinator (IRO-001-1.1)

• Recognize the purview of the Reliability Coordinator (IRO-003-2)

• Describe how the Reliability Coordinator assesses the Bulk Electric System (IRO-008-1)


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Outline of Topics

• What is Reliability Coordination?• What does a Reliability Coordinator do?• What NERC standards apply?

IRO-001-1.1‒ Responsibilities‒ Authority‒ Delegation

IRO-003-2‒ Monitoring the wide-area view

IRO-008-1‒ Next-day analyses; real-time assessments


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Reliability Coordination

Reliability Coordinator (RC)• Highest level of authority Responsible for reliable operation of the Bulk Electric

System (BES) Has Wide Area View of the BES Has operating tools, processes, procedures, and

authority to prevent/mitigate emergency operating situations‒ Next-day analysis‒ Real-time operations


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Responsibilities

• IRO-001-1.1 Purpose RCs must have:

‒ Authority‒ Plans‒ Agreements

To be able to direct entities to:‒ Redispatch generation‒ Reconfigure transmission‒ Reduce load


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Responsibilities

• IRO-001-1.1 Purpose (continued) RCs may delegate tasks, but retains responsibilities for

complying with:‒ NERC Standards‒ Regional Standards

RC must not favor one market participant over another (Standards of Conduct)


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Authority

• IRO-001-1 R1• Who gives the RC authority?

‒ Regional Reliability Organization‒ Subregion‒ Interregional Coordinating Group

• Authority to‒ Continuously assess transmission reliability‒ Coordinate emergency operations

• Among operating entities‒ Within the region‒ Across regional boundaries


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Authority

• IRO-001-1.1 R2 RC shall

‒ Comply with regional reliability plan


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Authority

• IRO-001-1.1 R3 RC shall have clear decision-making authority to

‒ Act‒ Direct actions ‒ Preserve the integrity/reliability of the BES‒ Take action, without delay, but no longer than 30 minutes


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Delegate

• Delegate – Give task or authority to somebody else to act on your behalf

• IRO-001-1.1 R4 If an RC chooses to delegate tasks, he/she must

‒ Have formal operating agreements‒ Verify all delegated tasks are

Understood Communicated Addressed

Responsibilities for complying with NERC/Regional standards, applicable to RC, remain with the RC


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Effective Communication

• Mutual understanding between two or more people• Probably the most important defense in prevention of errors

and events


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Effective Communication

• Verbal communication possesses a greater risk of misunderstanding compared to written forms of communication

• Confirmation of verbal exchanges MUST occur

“The single biggest problem in communication is the illusion that it has taken place.“

George Bernard Shaw


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Delegate


‒ List all entities to which the RC has delegated tasks


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Delegate


‒ Verify that tasks are carried out by NERC-Certified operating personnel


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Delegate


‒ Have clear, comprehensive coordination agreements with adjacent RCsSOL or IROL violation mitigation is coordinated


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Delegate

• IRO-001-1.1 R8 TOP BA GOP TSP LSE PSE

Shall comply with RC

unless . . .

• Actions would violate Safety Equipment Regulatory requirements Statutory requirements

• If so, entities shall inform RC• RC may implement alternate

actions


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Directives

• Coordination, communication, cooperation, collaboration One entity recommends/suggests course of action Receiving entity evaluates concerns/problems; considers

safety, regulatory/equipment requirements; or alternative actions

This is NOT considered “directives”• Directive – an authoritative order given with the

expectation of immediate compliance• Not an instruction as part of a collaborative exchange


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Directives

• Emergency• Time is of the essence• Normal collaboration not possible• Refusal of entity to consider recommendation from authority

without justification


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Clear and Concise Directives

Reliable and efficient real-time operations = clear and unambiguous communications

From NERC Industry Advisory July 15, 2009; rev. July 24, 2009


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Responsibilities

• IRO-001-1.1 R9 RC shall act in the interests of reliability for the overall

Reliability Coordinator Area and the Interconnection before the interests of any other entity


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Monitoring

• IRO-003-2 Purpose RCs must have wide-area view of:

‒ Its RC area‒ Neighboring RCs


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Monitoring

• Wide-area view EMS – Energy Management Systems Power-World Frequency RCIS – Reliability Coordinator Information System OASIS – Open Access Same-time Information System IDC – Interchange Distribution Calculator ETS – Electronic Tagging System


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Monitoring

• IRO-003-2 R1 RC monitors:

‒ All BES facilities (may include sub transmission info)‒ SOL and IROL violations within its RC area and adjacent

RC areas At any time Regardless of prior planned or unplanned events


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Monitoring

• IRO-003-2 R2 RC shall know

‒ Current status of all critical facilitiesFailure, degradation, disconnection could result in

SOL or IROL violations‒ Status of facilities required for restoration


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Analysis

• IRO-008-1 purpose RC shall ensure the BES is assessed during operations

horizon to prevent‒ Instability‒ Uncontrolled separation‒ Cascading outages

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Analysis

• IRO-008-1 R1 RC shall perform Operational Planning Analysis

‒ Will the planned operations for the next day cause IROL? Normal ConditionsContingency Event Conditions


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Analysis

• IRO-008-1 R2 RC shall perform Real-Time Assessment

‒ Will the planned operations in the next 30 minutes cause IROL?


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Analysis

• IRO-008-1 R3 RC determines results of

‒ Operational Planning Analysis‒ Real-Time Assessment

Indicate need for specific operational actions, RC shall share results with those entities expected to take action

RC must prevent or mitigate instance of exceeding IROL


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Measures of Compliance

• Signed agreements• Job descriptions• Authority letter signed by officer of the company• Records of training sessions• Monitoring procedures• Operator performing RC task has NERC RC credential• Operator logs• Voice recordings/transcripts of voice recordings


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ReconfigureRedispatch

Reduce

Standards of Conduct

NERC Standards Regional Standards

RC

AuthorityPlans

Agreements

Monitor

Analyze

DelegateComply


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Summary

• Reliability Coordination takes the wide-area view to prevent instability, uncontrolled separation and/or cascading outages that would adversely affect the reliability of the BES

• Reliability Coordinators (RCs) are the highest authority preserving reliability on the BES, and perform operational assessments

• NERC Standard IRO-001 addresses the RC responsibility, RC authority, and RC ability to delegate tasks, but retain compliance responsibility

• NERC Standard IRO-003 addresses the requirement that an RC must have a wide-area view of its own area and adjacent RCs and know the status of all critical facilities

• NERC Standard IRO-008 addresses the requirement that RCs perform next-day and real-time system assessments and communicate any need for action to the appropriate entities


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Questions?

Documents

1 Reliability Coordination (IRO Standards) 2011 System Operator Conferences #3 and #4 September 13-15 & 20-22, 2011 Nashville/Franklin TN Rocky Williamson