Path Operator Implementation Task Force - peakrc.com Update for O… · • This document was created to serve as a guideline for entities in the Western Interconnection to implement

Path Operator Implementation Task Force

Vic Howell, Vice ChairReport to OC

March 22, 2016

Agenda2

W E S T E R N E L E C T R I C I T Y C O O R D I N A T I N G C O U N C I L

• New Paradigm Review• Industry Update• Objective of today’s presentation is to approve

the following documents:– Path Operations Crosswalk Document– System Stressing Methodology Document

• Timeline review

New Paradigm Review


Foundational Concept Review• Distinguish Total Transfer Capability (TTC) from System

Operating Limit (SOL)• SOLs are Facility Ratings, voltage limits, and stability limits –

need to make sure these are not exceeded in the pre- and post-Contingency state

• No instability? No uniquely monitored “Path SOL”– Still need to determine TTC– Still need to perform prior analyses (outage studies, Operational Planning

Analyses, etc.)– Still need to develop Operating Plans to address potential SOL

exceedances per new TOP/IRO standards– Still need to perform Real-time Assessments and implement Operating

Plans for SOL exceedances per new TOP/IRO standards– Nomograms and TTC can be used as part of Operating Plans, but these

values don’t define the SOL (unless the nomogram represents a region of stability)

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POTF Basic Principle

Path TTC:• Not an SOL• Respects SOLs• Respects three-phase rating

process, commercial issues, contracts, and allocations

SOLs:• Facility Ratings• Voltage limits• Stability limitsThese are observed pre-and post-contingency.

Path Rating/SOL

This decoupling requires a change in study practices to identify stability limits

Industry Update


Industry Update

• On Nov 19, FERC issued the final order approving the standards and definitions of Project 2014-03(TOP/IRO Standards)

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Standard Effective Date

TOP-001-3, TOP-002-4, IRO-001-4, IRO-002-4, IRO-008-2, IRO-014-3, IRO-017-1

April 1, 2017

TOP-003-3: All requirements except R5IRO-010-2: R1 and R2

Jan 1, 2017

TOP-003-3 R5IRO-010-2 R3

April 1, 2017

Industry Update

• On December 3, 2015, the WECC Board of Directors unanimously approved retirement of WECC Regional Reliability Standard TOP-007-WECC-1a

• On its February 10-11 BOT meeting, NERC approved WECC recommendation to retire TOP-007-WECC-1a

• NERC currently preparing FERC filing

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Objective of Today’s Presentation • To obtain OC’s approval on two documents that POITF has

developed to facilitate the implementation of the new Path Operations Paradigm.

• The documents are intended to provide direction and support for applicable entities to implement the recommendations and proposed solutions as outlined in the New Paradigm for Path Operations whitepaper (from POITF Charter)

• The POITF would like OC approval to allow sufficient time for entities to prepare for the April 1, 2017 date.– Joint Standing Committee Webinar was held on February 9, 2016– POITF solicited and received comments– Comments were addressed in the subsequent posting

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Path Operations Paradigm Crosswalk


Purpose of Document• This document was created to serve as a guideline for

entities in the Western Interconnection to implement the new paradigm for Path Operations under new NERC Reliability Standards that have been approved or are pending approval.

• The crosswalk was written to accomplish the following specific objectives:– To ensure that there are no reliability gaps between the current

paradigm and the new paradigm for Path Operations.– To provide a summary of the tasks and functions necessary to

implement the new Path Operations Paradigm to the applicable registered entities.

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Purpose of Document

• This document provides a “crosswalk” to the new Standards. It does not override the Reliability Standards themselves.

• This document focuses on:– Establishing, communicating, and allocating TTC in

the operating horizon– Performing studies – including Operational

Planning Analyses (OPA) and Real-time Assessments (RTA) – to ensure that SOL exceedances are mitigated

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Summary of the DocumentItem Function Entities Applicable Standards

1 Performing transfer analysis to determine TTC

TOP MOD-001-2TOP-002-4

2 Communicate the Path TTC; Agree on a TTC that respects the SOL Allocates the Path TTC among TOPs

TOP TSP

TOP-002-4MOD-001-2

3 Monitoring flow TOP TOP-001-3

4 Adjustment to TTC for real time events TOP MOD-001-2

5 & 6 Mitigation for SOL exceedance RCTOPBA

IRO-008-2TOP-001-3IRO-006-WECC-2

7 Monitor schedules across path/BAboundaries

BA TOP-002-4TOP-001-3

8 Establishment of SOL and ensuring RTA is performed

TOP TOP-001-3FAC-014-2

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WECC Path Ratings and SOLs

Note from the RC:• The RC’s current SOL Methodology states that SOLs

shall not exceed WECC Path Ratings• Upon implementation of the POTF recommendation,

WECC Path Ratings will have no relationship to SOLs• However, the WECC Path rating process remains

unchanged and continues in the planning horizon

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Role of WECC Path Ratings

• For the initial rollout of the POTF recommendation, WECC Path Ratings should be considered to serve as TTC caps.

• If entities in WECC agree with this approach and see a need to formalize it, the appropriate WECC committee should take steps to ensure enforceability of this recommendation prior to April 1, 2017.

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System Stressing Methodology


Purpose of Document

• Objective is to either identify instability risks or to rule them out for the Operating Horizon studies

• Identify instability risks?– Establish stability limits and related Operating Plans

• Rule out instability risks?– Use steady state Contingency analysis of actual or

expected conditions for pre- and post-Contingency reliable operations, develop and implement Operating Plans as necessary

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New Methodology

• SOLs are Facility Ratings, voltage limits, and stability limits• Facility Ratings and voltage limits are known – nothing to

“establish”• Need to make sure these are not exceeded in the pre- and

post-Contingency state – many ways of doing that• Need to determine cascading and instability risks and

establish stability limits• System must be stressed further than TTC studies to identify

cascading and instability risks• How much further?• Stressing methodology intended to address this issue

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POITF Goals

We want:• For studies to be practical and to reflect

realistic operationsWe don’t want:• To waste an engineer’s time performing

unrealistic studies that are an academic exercise

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Methodology Summary

• Not a one-size-fits-all prescriptive method• TOPs have the responsibility to determine how far to stress

their system to identify practical and realistic instability risks • Methodology provides guidelines to assist TOPs in making

that decision• Methodology is applicable to seasonal planning and outage

coordination studies at a minimum• Any instability or Cascading risks identified as a result of

applying this methodology must be communicated to the RC• For identified Cascading or instability risks, the RC will

collaborate with the TOP(s) in the establishment of stability limits and/or Operating Plans to mitigate these risks

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POITF Timeline

• New TOP/IRO standards effective 4/1/2017• New paradigm implementation to coincide with

new TOP/IRO standards on 4/1/2017• Peak’s SOL Methodology is the ultimate

mechanism for implementing the new paradigm• Peak will issue revised SOL Methodology on

10/1/2016 with a 4/1/2017 effective date• WECC working with NERC and FERC for

retirement of TOP-007-WECC-1a to be effective on 4/1/2017

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Request to OCResolved, That the Western Electricity Coordinating Council Operating Committee (OC) hereby approves the Current Path Operator Crosswalk Paper dated February 18, 2016.

Request to OCResolved, That the Western Electricity Coordinating Council Operating Committee (OC) hereby approves the System Stressing Methodology dated February 18, 2016.

Next Steps

From the POITF Charter:• Identify and address potential challenges and

provide support to applicable entities in their individual and combined efforts to transition to the new paradigm for path operations in concert with implementation of applicable NERC Standards and RC SOL Methodology revisions

• Hold forums as directed by the OC for WECC entities to discuss improvements needed to support the industry transition to the new paradigm for path operations

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Next Steps

Peak to revise its SOL Methodology• Goal: major revision to be issued on Oct 1• Recent RC outreach for stakeholder engagement• Stakeholder list nearly completed• Formation of small team• PLUG FOR May Project 2015-09 System Operating

Limits Technical Conference in Atlanta May 4th & 5th

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Documents

Path Operator Implementation Task Force - peakrc.com Update for O… · • This document was created to serve as a guideline for entities in the Western Interconnection to implement