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Interchange Scheduling and Accounting Subcommittee Update

Interchange Scheduling and Accounting Subcommittee Update. October 2008. Marilyn Franz ISAS Chair. “. Challenges are what make life interesting; overcoming them is what make life meaningful. ”. Joshua J. Marine. Interchange Scheduling and Accounting Subcommittee - ISAS.

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Interchange Scheduling and Accounting Subcommittee Update

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  1. Interchange Scheduling and Accounting Subcommittee Update October 2008 Marilyn Franz ISAS Chair

  2. “ Challenges are what make life interesting; overcoming them is what make life meaningful. ” Joshua J. Marine

  3. Interchange Scheduling and Accounting Subcommittee - ISAS • OC Approval Item – WECC-INT-BPS-014 Identification of Contingency Reserve Responsibilities on e-Tags • Mid-Hour Curtailment Standards Authorization Request Update • Coordinate Interchange Timing Table Permanent Standard • WECC Interchange Tool/Electronic Scheduling Work Group (ESWG) – JGC WIT Survey Results • After-the-Fact Work Group (ATFWG) • Business Practice Work Group (BPWG) • Preschedule Process Drafting Team Update

  4. OC Approval Item – Rescind BPS-014 WECC-INT-BPS-014 Identification of Contingency Reserve Responsibilities on tags Purpose: Identify in the e-Tag the Reliability Entityresponsible for carrying contingency reserves and theobligation amount so that all parties to the e-Tag havea mutual understanding of contingency reserve responsibilities and obligations for every interchange transaction.

  5. WECC-INT-BPS-014 • WR1. When both the Source and Sink Balancing Authorities (BAs) are within the Western interconnection, e-Tag Authors will identify • the Balancing Authority (BA) or Reserve Sharing Group (RSG) member responsible for including the transaction in their calculation of Contingency Reserve requirements. • This entity will be referred to as the “Responsible Entity”. • Only one selection can be made.

  6. WECC-INT-BPS-014 • WR1.1. The Responsible Entity shall be selected from an e-Tag Agent drop-down list populated with BAs that are party to the e-Tag and any GPE or LSE who is an RSG member that is a party to the e-Tag. The default selection is the Source BA. • WR1.2. All e-Tag services’ user interfaces will distinguish e- Tags where the source BA is not the Responsible Entity by color, font, or other means in order to clearly highlight their role to Approval Entities.

  7. WECC-INT-BPS-014 • WR2. If the e-Tag author selects an entity other than Source BA or RSG GPE, then the e-Tag author must select the reserve obligation multiplier from a drop down list on the e-Tag agent. Allowed values are 5%, 7%, or 100%. • WR2.1. The Responsible Entity in this case must increase their Contingency Reserve Obligation by the hourly Current Profile (interchange) amount multiplied by the reserve obligation multiplier. • WR2.2. The Source BA (and RSG GPE if applicable) is allowed to reduce their Contingency Reserve Obligation by the hourly Current Profile amount multiplied by the reserve obligation multiplier.

  8. OC Approval Item Vote • Motion: Rescind WECC-INT-BPS-014 concurrent with WECC-BAL-002 Standard Implementation • A Yes Vote will indicate all reserve responsibilities will be identified strictly by the requirements in BAL-002 • A No Vote will indicate at the least WECC-INT-BPS-014 would be remanded back to ISAS for modification

  9. Mid-Hour Curtailment SAR • Mid-Hour Curtailment Standards Authorization Request was sent to NERC • Goals to ensure the East does not automatically deny and Curtailment requests are processed correctly • NERC assigned to the team working on reviewing and revamping the current Coordinate Interchange Standards • West is invited to participate in revamping via the NERC IS • Addressing wrongful denials of curtailments within WECC requires enforcement of Regional Criteria • BPS-010 is to be reviewed

  10. Coordinate Interchange Timing Tables (Permanent) Standard • WECC Urgent Action SAR for modified Timing Tables was replaced with permanent changes to the Coordinate Interchange Timing Tables and 3 affected Standards • Vote quorum 79.74% • Vote 100% in favor of adopting the changes

  11. WECC Interchange Tool (WIT) Phase II Update-ESWG • WIT Survey Purpose: • Encourage BA’s to verify Net Actual Interchange and Net Schedule Interchange are correct • Multiple BA’s adjacency validation now available • WIT is being loaded with inadvertent values from August to ensure calculations work correctly going forward • WECC and CERTS are working on automating Monthly Inadvertent Reporting Data uploads

  12. WIT Survey • Joint Guidance Committee requests survey to determine BA readiness to use WIT for Real Time and ATF reports • Are all WIT users set-up properly for viewing/making changes? • Is the adjacency validation functionality being utilized? • Is WIT being checked against internal energy accounting • For NSI checkouts on Preschedule? • For NSI and NAI checkoutson Real Time Hourly and End of Day? • For ATF Checkouts?

  13. WECC Interchange Tool (WIT) Survey • WIT Survey Comments: • Preschedule does not use WIT • Real Time does not use WIT • After the Fact does not use WIT • Multiple Adjacencies not set up • Real Time (RT) not set up to use WIT • Real Time have view only • After the Fact does not have permission to make changes • Energy Accounting information is uploaded to WIT only after-the-fact • Tag implementation required for WIT to show final value • NAI not enterable by intertie

  14. Existing NERC Standards and WECC Regional Criteria Requiring WIT • NERC Standard INT-003-2 — Interchange Transaction Implementation • R1.1. The Sending Balancing Authority and Receiving Balancing Authority shall agree on Interchange as received from the Interchange Authority, … • Standard INT-006-2 — Response to Interchange Authority • Purpose: … the Balancing Authority and Transmission Service Provider shall respond to a request from an Interchange Authority to transition an Arranged Interchange to a Confirmed Interchange. • R1.1.3. Scheduling path (proper connectivity of Adjacent Balancing Authorities).

  15. Existing NERC Standards and WECC Regional Criteria Requiring WIT • NERC Standard INT-009-1 — Implementation of Interchange • Purpose: To ensure that the implementation of Interchange between Source and Sink Balancing Authorities is coordinated by an Interchange Authority … • WECC INT-BPS-006-0 Real-Time Net Interchange Schedule Reconciliation • R1.1. The Sending Balancing Authority and Receiving Balancing Authority shall agree on Interchange as received from the Interchange Authority, …

  16. Existing NERC Standards and WECC Regional Criteria Requiring WIT INT-BPS-008-1 Dynamic Scheduling E-Tagging Requirements • WR4. The energy profile of the Dynamic Schedule tag must be updated with the final integrated energy amount (MWh), as predetermined by a single, agreed-upon source, within 60 minutes after the completion of the operation hour. • WR5. This final energy profile update must reflect the final integrated energy (MWh) for the hour. No intra-hour variable energy profile shall be indicated within the tag itself.

  17. Existing NERC Standards and WECC Regional Criteria Requiring WIT INT-BPS-016-0 Requirement to request another PSE create e-Tag WR1. In the event that the load serving Purchasing Selling Entity, or their designee, is unable to submit a Request for Interchange electronically, that party shall request that another party (defaulting to the Generation Purchasing Entity) create and cause to have distributed a Request for Interchange to the appropriate parties. WR2. Unless the tagging system of the party being requested to create and cause the distribution of the electronic Request for Interchange is inoperable, they shall not refuse the request. WR3. The Balancing Authorities shall only implement an Arranged Interchange transaction that has been or will be created via the electronic Request for Interchange, (e-Tag).

  18. CROSS-CHECK WIT DATA TO ENERGY ACCOUNTING 11/3/08 INITIAL WIT DATA EXPORT TO CERTS 11/3-7/08 INITIAL CROSS CHECK CERTS TO WIT TO ENERGY ACCOUNTING 11/10/08 NOTIFY WECC- PAUL@WECC.BIZ -OF ATF TAG CHANGES IN WIT 11/11/08 WECC MAKES ATF TAG CHANGES 11/10/08 COMPLETE CHANGES TO WIT TO MATCH ENERGY ACCOUNTING 11/13/08 FINAL DATA CROSS CHECK 11/15/08 DISPUTE REPORT DUE TO WECC DisputeReports@wecc.biz 11/12/08 FINAL WIT DATA EXPORT TO CERTS 11/14/08 IDENTIFY DISCREPANCIES

  19. WECC Interchange Tool (WIT) to CERTS (Inadvertent) • Timeline: • Nov. 3rd – Initial Uploadto NERC CERTS • Nov. 3rd-7th cross check data between WIT, EA, CERTS • Identify changes for WIT NSI or NAI • Update NAI to agreed to values from Real Time • Nov. 10th Notify WECC of WIT changes to be uploaded • Nov. 11th ATF Tag changes to NSI uploaded to WIT • Nov. 12th WIT Monthly Inadvertent Report Value uploaded • Nov. 13th Final Cross-Checks • Nov. 14th Identify Unresolved Discrepancies • Nov. 15th ATF Dispute due to WECC via e-mail to DisputeReports@wecc.biz

  20. ISAS– After-the-Fact Work Group (ATFWG) • Inadvertent Reporting is completed through September 2008 • Creation of ATF Tagging Protocols Regional Criteria • Conference Call held 10/20/08 • Developing Rules • ATF Tags How To • ATF Changes to WIT • Responding to Comments • Implementing ATF Tagging Protocols • Full Implementation of WIT Phase 2

  21. ISAS– Real Time Scheduling Work Group (RTSWG) • Denial of Curtailments continues • Creation of Real Time Intra-Hour Tagging Protocols Regional Criteria • Developing Rules • Intra-Hour Tags • Transmission • Tag Processing • Responding to Comments • Implementing Intra-Hour Tagging Processing • Firm Energy cuts without intra-hour replacement • E-Tag version 1.8.1 implementation

  22. “ Success is not final, failure is not final. It’s the courage to continue that counts. ” Winston Churchill

  23. Preschedule Process Drafting Team Regional Criteria for Preschedule Process and Calendar • Creation of Regional Criteria Preschedule Process Drafting Team • Standards Requests Routing Committee (SRRC) Assigned to MIC • First Meeting held in Salt Lake City/Conference Call on 10-7-08 • Drafting Team Members notified of selection one week prior to meeting

  24. Preschedule Process Drafting Team Regional Criteria for Preschedule Calendar • Preschedule Process Drafting Team will put out Regional Criteria for 30 day Comment Period • Drafting Team will Respond to Comments • Vote on the Regional Criteria will be taken only in the MIC • Future meetings for Drafting Team and interested parties: • November 7th • November 19th • December 3rd • December 17th

  25. Preschedule Process Drafting Team Regional Criteria for Preschedule Calendar • Developing Rules and Defining impacts of Preschedule Calendar to Contracts and Trading • Sub groups created • Preschedule Definition – Facilitator Bill Casey • Preschedule Holidays – Facilitator Marilyn Franz • Preschedule Data Requirements – Facilitator Luis Zaragoza • Subgroups meeting weekly via conference call/web casts (Contact Facilitators or Michelle Mizumori of WECC for Dates and Meeting Details) • Comment form to be developed to determine where the majority/consensus is on Normal and Holiday Prescheduling • Please fill in the comment form and comment

  26. “ Even if you are in the right track, you’ll get run over if you just sit there. ” Will Rogers

  27. Next ISAS and Work Group Meetings: January 13th-15th, 2009 Proposed Dates

  28. Questions ?

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