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Presented by Members: Tom Botello - Southern California Edison Terry Baker - Platte River Power Authority. Reliability Coordination Task Force Report to Finance and Audit Committee December 5, 2012. Report Agenda. FAC Assignment Summary of the Issue/Finding/Conclusions Real-time Operations

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slide1

Presented by Members:Tom Botello - Southern California EdisonTerry Baker - Platte River Power Authority

Reliability Coordination Task Force

Report to Finance and Audit Committee

December 5, 2012

report agenda
Report Agenda
  • FAC Assignment
  • Summary of the Issue/Finding/Conclusions
  • Real-time Operations
  • Operations Support
  • Western Interconnection Synchrophasor Program (WISP)
  • Compliance
  • Training
  • Recommendations
reliability coordination task force rctf members
Reliability Coordination Task Force (RCTF) Members
  • Terry Baker
  • Tom Botello
  • John Cupparo
  • Graham Edwards
  • John Meyer
rctf 2012 working sessions
RCTF 2012 Working Sessions
  • July 18 Kick-off meeting in Portland, Oregon
  • August 15 In-person meeting in Denver
  • August 24 Meeting by Webinar
  • October 22 In-person meeting at the Vancouver RC
  • November 20 Meeting by Webinar
  • November 23 Meeting by Webinar
  • November 27 Meeting by Webinar
  • December 4 In-person meeting in Salt Lake City
fac assignment
FAC Assignment
  • RCTF to examine the following:
    • Original scope of RC duties and expenses
    • Current scope of duties including expanded duties since 2009
    • Future scope of duties and expenses
  • Analyze key drivers for operational and budgetary change, WECC’s response to those drivers, and provide recommendations
slide6

Existing WECC RC Functions and Current Staffing

Real-time Operations

Operations Support

Compliance

WISP

Training

Other

Operations Planning

  • Current -day/Real-time Support
  • Next-day Study Data Validation and Mapping
  • Seasonal SOL Coordination and Validation
  • Emergency Plan Coordination
  • Monitor and analyze real-time system conditions
  • Coordinate system restoration activities
  • Proactively respond to and mitigate potential adverse impacts to the BES
  • Communicate with and direct corrective actions of registered entities during actual SOL exceedances
  • Identify and mitigate potential/actual IROLs in real-time operations horizon
    • Application Architects
    • Application Support
  • DTS Support
  • EMS Modeling
    • RAS Engineer
    • Architecture Support
  • Communications
  • IT Infrastructure
  • Systems Administrator
    • Document and Evidence Management
    • Audit Preparation
  • Event Analysis
  • Standards Development
  • Compliance Reporting
  • Disturbance Reporting
  • Broaden deployment of phasor measurement units throughout the Western Interconnection
  • Implement telecommunication network necessary to support a large-scale production synchrophasor system
  • Install synchrophasor applications for Western Interconnection
  • Increase ability to integrate variable generation  
  • Enhance power system analysis capability/model validation
  • Develop/Deliver in-house training to new RC trainees and current RC staff to ensure compliance with mandatory standards and retention of NERC RC System Operator certification
  • Conduct just-in-time training for new tools, applications, procedures, and processes
  • Update job task analysis
  • Develop/deliver NERC-certified restoration training to BAs, TOPs, and GOs
    • Direction and Oversight
    • Administrative Support
  • WECC and NERC Committee Work
  • WECCRC.org Development
  • Membership Request Management

Totals

Current FTE – Filled

Current FTE Approved – Unfilled

82

16

summary of the issue
Summary of the Issue
  • FERC/NERC Requirements
    • Highest level of authority responsible for the reliable operation of the BES
    • Authority to prevent or mitigate emergencies in next-day analysis/real-time
    • Wide Area view of BES (situational awareness)
    • Tools, processes, and procedures
    • Broad purview to enable IROL calculation(s) that may be based on parameters of transmission systems beyond any TOPs vision
summary of the issue1
Summary of the Issue
  • Reliability Coordination in the Western Interconnection
    • Past – Reliability through collaboration
      • Hosted by utilities – CAISO, BPA, WAPA
      • Use of facilities, tools, and personnel
    • Present – WECC’s Responsibility
      • Independent facilities, tools, and responsibilities
      • Compliance obligations questioned
      • Reliability vulnerabilities exist
    • Future – Implement RCTF Recommendations
      • Increase staffing in critical areas
      • Meet regulatory compliance requirements
      • Reduce reliability vulnerabilities
summary of rctf findings
Summary of RCTF Findings
  • Additional personnel are recommended in the following areas:
    • Real-time operations
      • Broad purview to enable IROL calculations (granularity, specific focus)
      • Additional real-time tools, processes, procedures
    • Operations support
      • Creation of operating plans, procedures (seasonal and next-day studies)
      • System Modeling and model validation
      • IT application support requirements
    • Compliance support
    • Training
summary conclusions
Summary Conclusions
  • WECC has a high level of responsibility and is at risk for reliability and compliance issues
  • Staffing is a major factor
  • Tools are a major factor
  • Emergent tools and Standards will add to these risks
  • WISP-related displays, data, training
  • PER-005 and EOP-005
real time operations
Real-Time Operations
  • RC Contingency Analysis
  • Four RC System Operators on shift on September 8, 2011
    • Prior to loss of North Gila-Hassayampa 500-kV line, there were 287 harmful contingencies identified by RTCA
    • RTCA run following line loss identified 632 harmful contingencies
    • Between start of event and SONGS units tripping (less than 11 minutes) 1,185 alarms were generated
real time operations1
Real-Time Operations
  • Similar events to SW Outage reveal RC real- time staffing concerns
  • Ability to monitor current system specifics questioned by regulators
    • Increase in required monitoring of RAS
    • Emergent tools such as WISP
    • Sub-100-kV facilities
  • Specific interconnection area knowledge by RC System Operators needed to meet requirements
  • RC phone calls per quarter have increased to over 37,000
slide15

Vancouver RC

Total Load: 104506 MW

Total BAs: 21

Total TOPs: 29

Loveland RC

Total Load: 48888 MW

Total BAs: 16

Total TOPs: 25

slide16

Vancouver RC

Total Load: 49666 MW

Total BAs: 16

Total TOPs: 17

CA/MX RC

Total Load: 54840 MW

Total BAs: 6

Total TOPs: 13

Loveland RC

Total Load: 47888 MW

Total BAs: 15

Total TOPs: 24

real time operations documentation
Real-Time Operations - Documentation
  • The RC must create and maintain operating plans, procedures, and processes
    • This documentation must:
      • Identify RC System Operator actions taken to address specific system conditions and events
      • Reflect compliance to mandatory NERC, FERC, and Regional requirements, policies, and procedures
  • Currently no specific position to perform this function
real time operations findings
Real-Time Operations − Findings
  • Additional personnel are recommended in order to:
    • Monitor the Western Interconnection to the level of granularity expected by FERC, NERC, and the NPCC
    • Respond effectively to the volume of alarms and RTCA results during an event to determine appropriate corrective action
    • Create and maintain Operating Plans, Procedures, and Processes as required by NERC Standards
slide19

WECC RC Function and Recommended FTE Increase

33

0

14

Real-Time Operations

  • Monitor and analyze real-time system conditions
  • Coordinate system restoration activities
  • Proactively respond to and mitigate potential adverse impacts to the BES
  • Communicate with and direct corrective actions of registered entities during actual SOL exceedances
  • Identify and mitigate potential/actual IROLs in real-time operations horizon

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

FTE Totals

operational planning seasonal
Operational Planning (Seasonal)
  • SW Outage event and regulatory findings revealed seasonal planning gaps
    • Not all WECC paths studied seasonally
    • TOPs coordination weak
    • Incomplete WECC contingency analysis
  • Mitigating reliability vulnerabilities
    • With an enhanced seasonal process and more thorough assessments, the event may have been predicted
operational planning next day
Operational Planning (Next-Day)
  • Why did the RC next-day study not see the problem that caused SW Outage event?
    • Only study next-day peak
    • Study automation incomplete
    • Need to assess sub-100-kV facilities
    • Forecast data quality inputs need improvement and are too numerous
      • Number of scheduled outages continues to increase
      • A million rows of unit commitment data daily
operations planning rctf findings
Operations Planning - RCTF Findings
  • Additional personnel are recommended to perform the following activities:
    • Seasonal Planning:
      • Take lead in implementation of an enhanced process with more thorough assessments
      • Participate in the resolution of identified gaps in the WECC Regional process
    • Next-Day Study:
      • Complete study automation
      • Assess sub-100-kV facilities
      • Ensure quality of data inputs
slide23

WECC RC Function and Recommended FTE Increase

5

9

11

Operations Planning

  • Current -day/Real-time Support
  • Next-day Study Data Validation and Mapping
  • Seasonal SOL Coordination and Validation
  • Emergency Plan Coordination

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

FTE Totals

operations support system modeling
Operations Support – System Modeling
  • Model Impacts to Situational Awareness
  • Three ways to improve accuracy of RTCA:
    • Increase accuracy of facility ratings and SOLs
    • Increase number of RAS modeled
    • Expand modeling of lower-voltage networks that impact the BES
      • Sub-100-kV systems that parallel higher voltage networks
      • Sub-100-kV systems with both automatic and manually-switched reactive devices
operations support system modeling1
Operations Support – System Modeling
  • RAS Engineer and EMS Modeling –
    • WECC RC System Operators are required to improve awareness of the impacts of RAS
    • Continuing increase in the number of WECC RAS
  • A key component of improved awareness –
    • RAS modeling in the EMS and real-time contingency analysis (RTCA)

Only 45 of 206 RAS modeled in RTCA

operations support system modeling4
Operations Support – System Modeling
  • Addressing Model Deficiencies
  • WECC RC needs to be more proactive in the modeling process by increasing the frequency of model reviews with TOPs
    • West-wide System Model and Base Case Reconciliation Task Force (WBRTF)
    • Develop process for periodic review and sign off of model accuracy
    • Add more power system measurements
  • Share data and application results
operations support applications and it
Operations Support - Applications and IT
  • Applications and IT areas of responsibility include, but are not limited to:
    • coordinated outage scheduling
    • EMS system support
    • load and interchange forecasting
    • operating system maintenance
    • change management
    • cyber security administration
    • networking
operations support applications and it1
Operations Support - Applications and IT
  • Application Architects and Support areas of responsibility include, but are not limited to:
    • support planning of IT initiatives to evaluate and determine new tools, technology, and integration with external drivers such as SAFNR or data requests
      • attend working groups
      • review new software releases
      • set system direction
      • upgrade paths
      • ensure a timely response for application support
      • ensure continued compliance with new CIP Standards
operations support applications and it2
Operations Support - Applications and IT
    • IT and Applications increases since 2009:
    • Number of applications increased from seven to 16
    • Number of users increased from 15 to 34
  • As a cost savings measure, RC tool applications have been developed in-house
    • Creating a burden: volume of custom applications requiring on-going maintenance have increased
      • Number of developed applications increased from two to 53
  • Support staff increased from five to six
operations support it infrastructure1
Operations Support - IT Infrastructure
  • In 2009 average was 40 servers/IT employee
  • Today, it is over 112 servers/IT employee
wisp it infrastructure
WISP − IT Infrastructure
  • WISP is cutting edge technology
  • WECC staff to develop and maintain custom software for the WISP program
  • There will be a 40 percent increase in the amount of data storage in SQL databases with the synchrophasor systems
  • Voltage Stability Analysis will be integrated with 1500 points of synchrophasor data that will be maintained and tuned
operations support rctf findings
Operations Support − RCTF Findings
  • Additional personnel needed in the following in order to:
    • Identify and address model deficiencies
    • Make necessary improvements to the model
    • Ensure proper model validation with TOPs
    • Model all WECC Region RAS and real-time RAS data points in the WECC RC EMS
    • Provide maintenance and support for an increasing number of users, applications, and servers
    • Ensure compliance
slide36

WECC RC Function and Recommended FTE Increase

3

20

12

  • Operations Support
    • Application Architects
    • Application Support
  • DTS Support
  • EMS Modeling
    • RAS Engineer
    • Architecture Support
  • Communications
  • IT Infrastructure
  • Systems Administrator

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

FTE Totals

compliance
Compliance
  • WECC RC Compliance staffing has experienced high turnover in the last three years
  • As of 11/26/12 only one staff position is dedicated to Compliance
    • Compliance monitoring and documentation undertaken by upper-level RC management resulting in additional work often outside normal duty hours
compliance rctf findings
Compliance - RCTF Findings
  • The WECC RC increased staffing will improve the ability to:
    • Meet the March 2012 WECC Board Resolution that established clear compliance expectations for WECC
    • Meet increased compliance and reliability responsibilities
    • Meet increased regulator expectations
    • Mitigate increasing regulatory and

financial risks

slide39

WECC RC Function and Recommended FTE Increase

1

1

1

Compliance

    • Document and Evidence Management
    • Audit Preparation
  • Event Analysis
  • Standards Development
  • Compliance Reporting
  • Disturbance Reporting

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

FTE Totals

training
Training
  • Reliability Coordination Trainers
    • Training responsibilities are identified in NERC Reliability Standards
  • DTS Engineers
      • Support increase in system restoration drills, exercises, and simulations
      • Assist in developing implementation of new TOP and region-specific restoration training scenarios
internal training hours
Internal -Training Hours

NOTE: Includes projected hours for remainder of 2012

training rctf findings
Training - RCTF Findings
  • Additional personnel recommended to:
  • Provide required training to RC staff
    • Provide required training to regional reliability entities
    • Ensure training documentation is maintained as a provider
    • Ensure compliance with NERC Reliability Standards
slide43

WECC RC Function and Recommended FTE Increase

6

4

5

Training

  • Develop/Deliver in-house training to new RC trainees and current RC staff to ensure compliance with mandatory standards and retention of NERC RC System Operator certification
  • Conduct just-in-time training for new tools, applications, procedures, and processes
  • Update job task analysis
  • Develop/deliver NERC certified restoration training to BAs, TOPs, and GOs

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

FTE Totals

conclusions
Conclusions
  • WECC has a high level of responsibility and is at risk for reliability and compliance issues
  • Staffing is a major factor
  • Tools are a major factor
  • Emergent tools and Standards will add to these risks
  • WISP related displays, data, training
  • PER-005 and EOP-005
rctf recommendations
RCTF Recommendations
  • Increase monitoring areas from two to three
  • Add 47 WECC RC FTEs to enhance and improve the capability of the RC as follows:
    • 2013 - 17 FTEs
    • 2014 - 22 FTEs
    • 2015 - 8 FTEs
  • Acquire additional tools as identified in the projected budget
slide46

WECC RC Function and Recommended FTE Increase

9

2

0

33

0

14

20

3

12

1

1

1

6

5

4

9

5

11

Real-time Operations

IT Applications, Engineering Support,

& IT Support

Compliance

WISP

Training

Other

Operations Planning

  • Current-day/ real-time Support
  • Next-day Study Data Validation and Mapping
  • Seasonal SOL Coordination and Validation
  • Emergency Plan Coordination
  • Monitor and analyze real-time system conditions
  • Coordinate system restoration activities
  • Proactively respond to and mitigate potential adverse impacts to the BES
  • Communicate with and direct corrective actions of registered entities during actual SOL exceedances
  • Identify and mitigate potential/actual IROLs in real-time operations horizon
    • Application Architects
    • Application Support
  • DTS Support
  • EMS Modeling
    • RAS Engineer
    • Architecture Support
  • Communications
  • IT Infrastructure
  • Systems Administrator
    • Document and Evidence Management
    • Audit Preparation
  • Event Analysis
  • Standards Development
  • Compliance Reporting
  • Disturbance Reporting
  • Broaden deployment of phasor measurement units throughout the Western Interconnection
  • Implement telecommunication network necessary to support a large-scale production synchrophasor system
  • Install synchrophasor applications for Western Interconnection
  • Increase ability to integrate variable generation  
  • Enhance power system analysis capability/model validation
  • Develop/Deliver in-house training to new RC trainees and current RC staff to ensure compliance with mandatory standards and retention of NERC RC System Operator certification
  • Conduct just-in-time training for new tools, applications, procedures, and processes
  • Update job task analysis
  • Develop/deliver NERC certified restoration training to BAs, TOPs, and GOs
    • Direction and Oversight
    • Administrative Support
  • WECC and NERC Committee Work
  • WECCRC.org Development
  • Membership Request Management

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

4

0

5

Totals

Current FTE – Filled

Current FTE Approved – Unfilled

Future FTE Projection

82

16

47

acronym guide
Acronym Guide

BA – Balancing Authority

BES – Bulk Electric System

CIP – Critical Infrastructure Protection

DTS – Dispatcher Training Simulator

EMS – Energy Management System

FTE – Full-time Equivalent

IROL – Interconnection Reliability Operating Limit

NERC – North American Electric Reliability Coordination

RAS – Remedial Action Scheme

RC – Reliability Coordinator

RTCA – Real-time Contingency Analysis

SOL – System Operating Limit

SONGS – San Onofre Nuclear Generating Station

TOP – Transmission Operator

USF – Unscheduled Flow

WBRTF – West-wide System Model and Base Case Reconciliation Task Force

WISP – Western Interconnection Synchrophasor Project

WSM – West-wide System Model

real time operations3
Real Time Operations
  • Subregional strategic shift from two to three areas:
    • More RC System Operators monitoring the system
    • Wide area coordination with specific and targeted increase in focus
    • Dedicated on-shift engineer in each control room to ensure accuracy of data and provide study support
    • Improved and more specific regional procedures, operating guides, and corresponding displays
operations support rcworkbook monitoring rtca
Operations Support - RCWorkbook – Monitoring RTCA

Post-contingent branch, interface, and bus voltage limit exceedances presented. Island contingencies as well as unsolved contingencies (potential IROLs) are presented using this WECC RC developed tool.

CONFIDENTIAL

training external savings
Training - External Savings

Airfare and car rental are not included in the estimated savings

training internal cost savings
Training - Internal Cost Savings

Airfare and car rental are not included in the estimated savings

real time operations4
Real-time Operations

Are these numbers by Quarter?

2011

2012

2010

2009

slide62

Existing WECC RC Functions and Current Staffing

9

2

33

0

20

3

0

0

6

5

9

5

Real-time Operations

Operations Support

Compliance

WISP

Training

Other

Operations Planning

  • Current -day/real-time Support
  • Next-day Study Data Validation and Mapping
  • Seasonal SOL Coordination and Validation
  • Emergency Plan Coordination
  • Monitor and analyze real-time system conditions
  • Coordinate system restoration activities
  • Proactively respond to and mitigate potential adverse impacts to the BES
  • Communicate with and direct corrective actions of registered entities during actual SOL exceedances
  • Identify and mitigate potential/actual IROLs in real-time operations horizon
    • Application Architects
    • Application Support
  • DTS Support
  • EMS Modeling
    • RAS Engineer
    • Architecture Support
  • Communications
  • IT Infrastructure
  • Systems Administrator
    • Document and Evidence Management
    • Audit Preparation
  • Event Analysis
  • Standards Development
  • Compliance Reporting
  • Disturbance Reporting
  • Broaden deployment of phasor measurement units throughout the Western Interconnection
  • Implement telecommunication network necessary to support a large-scale production synchrophasor system
  • Install synchrophasor applications for Western Interconnection
  • Increase ability to integrate variable generation  
  • Enhance power system analysis capability/model validation
  • Develop/Deliver in-house training to new RC trainees and current RC staff to ensure compliance with mandatory standards and retention of NERC RC System Operator certification
  • Conduct just-in-time training for new tools, applications, procedures, and processes
  • Update job task analysis
  • Develop/deliver NERC certified restoration training to BAs, TOPs, and GOs
    • Direction and Oversight
    • Administrative Support
  • WECC and NERC Committee Work
  • WECCRC.org Development
  • Membership Request Management

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

FTE Totals

4

0

Totals

Current FTE – Filled

Current FTE Approved – Unfilled

81

15

improving models adding measurements
Improving Models - Adding Measurements
  • Adding measurements is necessary but translates to more alarms for the RC System Operators. Many measurements are still needed.