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Joint MIC/OC/RAC
February 21, 2019
Eric Whitley/Steve Ashbaker
AGENDA
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• RC Transition Project Overview
• Update on Activities
• RC Transition Specifics
• Issues and Concerns
• RC Certification Timeline
• IRO-002-5 Regional Variance
RC Transition Project Overview
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Quick Status
• Just 4 ½ months left before first RC Transition (CAISO’s BAA footprint)
• 1 month from 1st RC Certification• CAISO – March 2019
• BCH in September, 2019• Certification (new development) – May 2019
• CAISO larger footprint, November 2019• Certification – August 2019
• SPP footprint in December, 2019• Certification – August 2019
• Gridforce is awaiting decision on their application as an RC by WECC and NERC. Stated go live is December 2019.
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Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
CAISO – CA area Certification
Shadow
Go Live 7/1
BCH Readiness Review
Shadow
Go Live 9/2
CAISO – Large Certification
Shadow
Go Live 11/1
SPP Certification
Shadow
Go Live 12/3
Key Information
• CAISO on schedule to meet first RC
Transition on July 1st, 2019
• BCH on schedule to meet second RC
Transition on September 2nd, 2019
• CAISO on schedule to meet third RC
Transition for the balance of their RC
customers on Nov 1st, 2019
• SPP on schedule to meet fourth RC
Transition on Dec 3rd, 2019
• Peak will maintain RC function for each
transition up until their transition date,
then begin their full wind down activities
after the last transition on Dec 3rd
Risks and Concerns
• Each RC has their RC function to
prepare for as well as the pickup of
several services important to the
interconnection (ECC, WIT, Network
Modeling, Data Sharing, Data Archival
etc.). – These issues are being worked
on via the RC-RC Coordination effort.
• Timely resolution of data sharing issue
• Peak staffing until the end is being
tracked but initial concerns mitigated for
now
• Seams issues continue to be a concern
with levels of details being uncovered.
Working groups engaged.
Additional Points of Interest
• ECC will be administered by CAISO
• WIT tool administration via each RC
• Data Sharing transition from the UDSA
to the Western Interconnection Data
Sharing Agreement (WIDSA) is being
worked on.
• Archived data from Peak is being
discussed to determine it’s future.
• Western Interconnection Model will be
administered by CAISO working with
entities and each RC
• Gridforce has applied to become a RC
RC Transition Project Key Dates
Update on Activities
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RC-RC Coordination Meetings and Subgroups
• RC to RC Coordination Meetings being held twice a month – working on decisions and resolving seams and processes
• RC Readiness activity tracking – RC’s are working with their future customers to track overall RC readiness for certification, shadow operations and go-live
• Western Interconnection tools and processes to address• Governance document drafted to cover common tool guidance for
WIT and ECC• SOL Methodology comparisons between the different RC’s
undertaken • Subgroups formed to resolve technical issues on a variety of subjects
• Need for focus on RC “Seams” issues –• RC’s working on known issues (cranking path coordination, frequency
recovery, RAS coordination)• Canvassing BA and TOP entities for issues (RCTCG engaging entities
regionally)• Seams specific items to be discussed in March with RC’s and
interconnection SME’s.
Update on Activities
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Track 2 – Peak Wind Down activities
• People –• In December of last year, Peak and RCTCG met to review Peak’s readiness
plans to meet planned and un-planned attrition
• Process • Peak shared Wind Down Project Plans and workstreams with RCTCG• Peak has developed plans to mitigate any significant unplanned attrition
(contracting externally, cross-training existing staff, management capable of fulfilling roles as attrition occurs)
• RCTCG and Peak drafting resource “Sharing Agreement” to mitigate un-planned attrition
• Peak Operations coordinating transition details with each new RC and engaged with RC-RC CoordinationPeak continues to focus on reliability and operational excellence
• Technologies• Determine tools and systems to be retired and when• Historical data retention, use and future – Peak and NERC in separate
discussions with PNNL, also discussing an “escrow” of relevant data by an entity or NERC itself or contract with a vendor (Iron Mt).
Update on Activities
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• RC-RC Coordination Group continuing meetings and working towards decisions to finalize before December 3rd.
• Identifying and tracking key issues• Keeping track of action items to ensure resolution of the issues and
risks in a timely manner• Resolution of key items continues with tracking each “Decision” that
the RC’s make. • Assigning technical tasks to various subgroups
• Focusing on Subgroups (now 12 Sub-groups)• Subgroup formed to bring RC experts together to resolve technical
issues. Beginning to report out on progress• Each RC is represented in each Subgroup to ensure representation• Subgroup status, issues, actions etc. being captured and reported on
to the RC-Coordination group.
Update on Activities
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• Decisions• ECC - to be enhanced for multi-RC operation. CAISO will hold contract
and integrate with their EMS systems• WIT – to be modified to allow each RC to administrate their BA’s data –
• CAISO will assume Time Error monitoring and provide Delta Time Error value to WIT
• Westwide Interconnection Model to be administered by CAISO. Each RC will send their model updates to CAISO in an agreed upon format (CIM-15XML)
• CAISO serves as the data repository for Western Interconnection for outage data and forecast data
• Each RC obtain interchange forecast data from WIT • CAISO will be the only supporter of the Merchant Advisory Protocol
through their messaging system (the other RC’s do not have a use for MAP)
• NERC/WECC have decided not to do a full “certification” of Peak for each RC Transition. They will hold a short “operational review” of Peak after each footprint change / downsize.
• UFMP - CAISO will manage and approve UFMP step 4 for Path 66 through the use of the ECC tool. SPP will manage and approve UFMP step 4 for Path 30,31 and 36 through the use of the ECC tool
RC Coordination Subgroups
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SubGroup Purpose
ECC-WIT-USFM Subgroup formed to take up technical details of these tools and their administration by RC members
ICCP and Data Share Subgroup Formed to coordinate ICCP and other protocols technical details and IRO-010 requirements
Messaging Tool Subgroup Formed to ensure RC – RC messaging details are addressed
Network Modeling Subgroup Formed to coordinate CAISO’s role as central interconnection model aggregator and each RC’s obligations
Operations Planning Subgroup This team is to take up issues of data exchange that focuses on CD/ND, Outage Coordination, SOL and IROL exchange, load and dispatch forecast exchange.
Shadow Operations Subgroup Formed to coordinate the upcoming RC Shadow Operations with all RC’s
SOL Methodology Subgroup Each RC is looking at their SOL methodology and comparing it to all other RC’s to ensure no gaps
Synchrophasor and WECC – NERC Reporting Needs Working with WECC and NERC and with all RC’s to ensure events and analytical data needs are met
EOP and Restoration Procedures and Drills RC – RC Coordination on EOP Plans submissions, RC-RC Plan exchanges and Restoration Drills
IRO-010 Details of RC-RC data requests RC-RC data exchange criteria, formats and periodicity to enable interconnection wide view and analysis
Seams Issue Subgroup RC-RC Seams issue collection and technical resolutions
Reserve Sharing Subgroup Changes in RSG members may become a Seams issue. Working to fully understand and assess
Issues and Concerns
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Tracking high level risks
• Peak viability - staff attrition
• Risk of not retaining key staff through the end of 2019
• Mitigation – Peak retention plans and employee engagement appears to be working to retain key roles and staffing to complete the 2019 transitions. Peak assistance agreement with key entities in progress.
• Tracking key roles and staff levels monthly via Peak’s updates
• Any of the 3 new RC organizations having to delay their official RC start dates
• Peak is not planning to be operational post the last transition (Dec 3rd, 2019)
• Systems and support will be at minimal levels at the end of 2019
• Mitigation – Clear communication that after the last transition on 12/3/2019, Peak will not be in a position to resume operations (Closure activities commencing immediately). Coordination and decision-making at RC-RC Coordination meetings
• Tracking – Certification dates, shadow operations and transition dates with each new RC and Peak’s status after each transition
• Multiple transition dates
• Risk of multiple seams transitions that could conflict with multiple RC operations
• Mitigation – Seams issue information gathering in progress
• Tracking – Subgroup and RC-RC Coordination information gathering taking place
Issues and Concerns
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• WIDSA / UDSA Agreement transition – CAISO and SPP have not yet reached agreement on the details of the replacement of the Universal Data Sharing Agreement (UDSA) currently held by Peak RC and signed by the entities within the western interconnection.
• The goal of Western Interconnection Data Sharing Agreement (WIDSA) was to mimic the UDSA closely with some caveats regarding changes in RC footprints and the fact that this needed to ultimately be a western interconnection wide agreement.
• The UDSA will remain in effect until the end of 2019 and will cease once Peak is no longer a RC function.
The data sharing agreement allows entities to use attained data for purposes of wide area views and various studies, research etc. apart from the data sharing required within the NERC regulatory standards between entities (TOP/IRO standards). The history of the UDSA was one of working with each of the interconnection entities to gain agreement to share data between other entities.
Regional Variance to IRO-002-5
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• The Variance Drafting Team includes representative from Peak and each of the future RCs as well as an observer from NERC
• Second comment period closed January 2, 2019
• Draft variance being balloted
• Scheduled to go to WECC Board in March
• Does not require specific model
• Does identify what the model they use must achieve and include
• Validation against the West-wide System Model
Regional Variance to IRO-002-5
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• Each Reliability Coordinator shall, in coordination with other Reliability Coordinators, develop a common Interconnection-wide methodology to determine the modeling and monitoring of BES and non-BES Elements that are internal and external to its Reliability Coordinator Area, necessary for providing operational awareness of the impacts on Bulk Electric System Facilities within its Reliability Coordinator Area, including at a minimum:
• 1.1. A method for development, maintenance, and periodic review of a Western Interconnection-wide reference model to serve as the baseline from which Reliability Coordinator’s operational models are derived;
• 1.2 The impacts of Inter-area oscillations;• 1.3 A method to determine Contingencies included in analyses and
assessments;• 1.4 A method to determine Remedial Action Schemes included in
analyses and assessments;• 1.5 A method to determine forecast data included in analyses and
assessments; and• 1.6 A method for the validation and periodic review of the Reliability
Coordinator’s operational model for steady state and dynamic/oscillatory system response.
WECC RC Footprints
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RC Certification
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Q1 Q2 Q3 Q4
2019 2020
Q1
3/26 CAISO certification on-site visit
May-June CAISO shadow operations
7/1: CAISO Go-Live
Sept-Oct: CAISO expansion shadow operations
7/30: CAISO certification review on-sitevisit
11/1: CAISO expansion Go-Live
12/3: SPP Go-Live
8/13: SPP certification on-site visit
Oct-Nov SPP shadow operations
5/21: BCHA certification on-site visit
July-Aug BCHA shadow operations
9/2: BCH Go-Live
RC Certification
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Q1 Q2 Q3 Q4
2019 2020
Q1
3/26 CAISO certification on-site visit
May-June CAISO shadow operations
7/1: CAISO Go-Live
Sept-Oct: CAISO expansion shadow operations
7/30: CAISO certification review on-sitevisit
11/1: CAISO expansion Go-Live
12/3: SPP Go-Live
8/13: SPP certification on-site visit
Oct-Nov SPP shadow operations
5/21: BCHA certification on-site visit
9/24: GRID certification on-site visit
12/3: GRID Go-Live
July-Aug BCHA shadow operations
9/2: BCH Go-Live
WECC Outage and RC
Transition
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• WECC RC Forums
• WECC RC Forum Public website
• Staff Participation in SPP and CAISO RC Transition Subgroups
• Stakeholder updates
