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Some Industry UpdatesISAS Meeting

August 20 & 21, 2014

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Today’s Update Contains….NAESB

MOD A Scoping Task ForceJoint Electric Scheduling SubcommitteeOASIS SubcommitteeBusiness Practice SubcommitteeRandom

NERC INT Reliability Standards

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MOD A Scoping Task Force• Reported to WEQ Executive Committee• Response to standards request submitted NERC

MOD A drafting team• Reviewed 200+ requirements/sub-

requirements• Developed recommendation for “1 must have”

and “41 please consider” requirements• Business Practice Subcommittee has the

assignment• Desired completion by 2Q2015

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Joint Electric Scheduling Subcommittee (JESS)•Meetings• e-Tag 1.8.2 •WEQ-004 Coordinate Interchange

Business Practice Standards• Electric Industry Registry Update

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JESS Meetings• Meetings Since Last Update • February 25-26, 2014 ( Houston, TX)• March 24, 2014 (conference call)• April 8-9, 2014 (Houston, TX)• May 20-21, 2014 (Little Rock, AR)• June 16, 2014 (conference call)• July 15-16, 2014 (Redwood City, CA)• August 5, 2014 (conference call)

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JESS Meetings• Upcoming Meetings in 2014 • August 27, 2014 (conference call)• Sept 23-24, 2014 (Pensacola, FL)• October 15, 2014 (conference call)• November 11-12, 2014 (Houston, TX?)• November 24, 2014 (conference call)• December 17, 2014 (conference call)

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e-Tag 1.8.2• Test plan posted for comment• Initial testing schedule starts Oct 28th • Two additional test weeks scheduled in Nov.• Implementation goal of March 31, 2015• Subcommittee and vendors have developed

an implementation/rollover plan which are posted

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WEQ-004 Coordinate Interchange Business Practice Standards• Annual Plan Item 3.a.ii• Review and correct WEQ-004 Coordinate

Interchange Business Practice Standard as needed based on activities in NERC Project 2008-12, Coordinate Interchange Standards Revisions and supporting EOP-002-2 R4 and R6. • Status: Voted out of subcommittee for 30-day formal

comment. Comments were due by Aug. 15, 2014. • Two sets of comments received• Modified and approved by WEQ EC on Aug. 19, 2014• To be sent out for membership ratification.

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Electric Industry Registry Business Practice Standards (to do’s)

• Determine if Business Practices are needed for registration of pseudo-ties • Investigate the need for more transparent

object revision and publication schedules.

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EIR Update

• JESS Approved Enhancements• ER14001 – TVA requested new energy

product code 7-CB (for tagging CBM)• ER13002 – NWMT requested

mechanism to notify when objects will be removed from EIR publication • ER13001 – NERC requested EIR include

schema and GUI for registration and approval of pseudo-ties

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JESS Mission Statement Update

• JESS Changing Mission Statement• Potential new name – NCISS?• CESS or CISS – Coordinate Electronic

Scheduling Subcommittee or Coordinate Interchange Scheduling Subcommittee• No NERC oversight•Will be posted for comments

OASIS Subcommittee

• J.T. Wood, Alan Pritchard, and Paul Sorenson co-chairs• Preemption and Competition is still on track to be

completed by 4th Q 2014 and considered at the February EC meeting.• This will impact the publication cycle as

publication of WEQ Version 003.1 is contingent upon completion of these standards. Publication is set for 2nd Q 2015.

Working on all phases of Preemption and Competitiono Short-Term Firm Preemption and Competitiono Non-Firm Preemption and Competitiono Competition for Rollover Rights (Long-Term Competition)

Main Outstanding Scope Issues o Resales (including aggregation of resales and redirect of resales)o Competition for Rollover Rights

Make revisions to Business Practice Standardso WEQ-000o WEQ-001o WEQ-002o WEQ-003o WEQ-013

Out for formal comments 4Q 2014

OASIS SubcommitteePreemption and Competition

OASIS Calendar

Aug 20-21 Dallas, TX (Oncor) FTFAug 28 conf callSept 16-18 Seattle, WA (SCL) FTFOct 2 conf callOct 22-23 Richmond, VA (Dominion) FTFNov 4 conf callNov 18-20 New Orleans, LA (Entergy)Dec 2 conf call

Business Practices Subcommittee CalendarRecent Meetings

May 28-29, 2014 – Carmel/MISOJune 24-25, 2014 – Louisville/LG&E/KUJuly 18, 2004 – Conference CallAugust 6-7, 2014 – Valley Forge/PJM

Upcoming MeetingsSept 3-4, 2014 – TBDOct 7-8, 2014 – TBDOct 28-29, 2014 – TBDDec 3-4, 2014 - TBD

Business Practices Subcommittee Reviewing/addressing second round of informal

comments on Parallel Flow Visualization (PFV)The PFV business practice standards are still on

track to be completed by 3rd Q 2014 and considered at the October WEQ EC meeting.

Business Practices Subcommittee Timeline:

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4Informal Comments

BPS ApprovalEC Approval

Parallel Flow Visualiation 2014 2015 2016 2017

IDC Development/Testing18 Month Field test

Random NAESB StuffNext WEQ EC meeting October 21, 2014 in

Richmond, VABoard considering structure changes:

Retail Quadrant (formally Retail Gas and Retail Electric Quadrants) might become Retail Market Quadrant

Removal of the sub-segmentsMoving structure descriptions from Quadrant

procedures to Bylaws level (common alignment of Quadrant representation)

NERC INT Reliability StandardsRetirement of old standards and effective date

of new standards is October 1, 2014, with the exception of one requirement, INT-004-3, R3.

NERC: “Requirement R3 will become effective on the first calendar day two calendar quarters after the NAESB Electric Industry Registry is able to accept Pseudo-Tie registrations. All existing and future Pseudo-Ties are to be registered in the NAESB Electric Industry Registry.”

NERC INT Reliability StandardsAre you looking at compliance? For each requirement, what are using to collect

information/data to demonstrate compliance?Do the tools you relied-on up until now sufficiently

capture the information need in the new standards?Composite Confirmed Interchange - The energy

profile (including non-default ramp) throughout a given time period, based on the aggregate of all Confirmed Interchange occurring in that time period.

NERC INT Reliability StandardsINT-004-3 Dynamic TransfersTo ensure Dynamic Schedules and Pseudo-Ties

are communicated and accounted for appropriately in congestion management procedures.

R1 – tag or use alternate meansR2 – if tagged, keep it up-to-dateR3 – register Pseudo-Ties in the EIR

NERC INT Reliability StandardsINT-006-4 Evaluation of Interchange TransactionsTo ensure that responsible entities conduct a reliability

assessment of each Arranged Interchange before it is implemented

R1 - BAs must actively approve or deny the transition to Confirmed Interchange and it lists criteria when a BA must deny.

R2 - TSPs must actively approve or deny the transition to Confirmed Interchange and it lists criteria when a TSP must deny.

R3 - BAs must actively approve or deny the transition of a curtailment or reload request to Confirmed Interchange.

R4 - Sink BAs shall deny the transition an Arranged Interchange to Confirmed Interchange based on certain criteria.

R5 - Sink BAs must distribute notifications to listed entities indicating whether an Arranged Interchange has transitioned to Confirmed Interchange.

NERC INT Reliability StandardsINT-009-2 Implementation of InterchangeTo ensure that Balancing Authorities implement the

Interchange as agreed upon in the Interchange confirmation process.

R1 - BA must agree with their each of its Adjacent BAs to a Composite Confirmed Interchange value.

R2 - Adjacent BAs incorporating a Pseudo-Tie must agree to a common source for the dynamic signal used in their Actual Net Interchange term for their ACE equation.

R3 - BA that controls a high-voltage DC tie coordinates the Confirmed Interchange.

NERC INT Reliability StandardsINT-010-2 Interchange Initiation and Modification for

ReliabilityTo provide guidance for required actions on Confirmed

Interchange or Implemented Interchange to address reliability.

R1, R2, and R3 are revisions to existing requirements that provide clarity and shift compliance responsibility.

NERC INT Reliability StandardsINT-011-1 Intra-Balancing Authority Transaction

IdentificationTo ensure that transfers within a Balancing Authority

Area using Point to Point Transmission Service are communicated and accounted for in congestion management procedures.

An old FERC directiveRequirements similar to dynamics – tag or some other

meansIncludes grand-fathered serviceNo special processing within e-Tag

Questions/Feedback

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