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Ken Wilson Kim Israelsson WECC Staff. Bulk Electric System (BES) Definition Update June 4, 2014 CUG Meeting, Salt Lake City. Overview. “Core” BES Definition: What is it? How do I apply it? What actions if any need to be taken? Is there an Appeal Process?

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ken wilson kim israelsson wecc staff

Ken WilsonKim IsraelssonWECC Staff

Bulk Electric System (BES) Definition Update

June 4, 2014

CUG Meeting, Salt Lake City

overview
Overview
  • “Core” BES Definition:
    • What is it?
    • How do I apply it?
    • What actions if any need to be taken?
    • Is there an Appeal Process?
    • What is a BES Self-Determined Notification?
    • What is an BES Exception Request?
    • Important Dates
bes definition
BES Definition
  • Consistent, uniform way to determine BES assets
  • Effective 7/1/2014
  • Transition period through 7/2016
  • ERO enterprise common process and tool for implementation
  • Documents and training readily available
bes core definition
BES “Core” Definition

Bulk Electric System (BES): Unless modified by the lists shown below, all Transmission Elements operated at 100 kV or higher and Real Power and Reactive Power resources connected at 100 kV or higher. This does not include facilities used in the local distribution of electric energy.

  • Establishes the overall demarcation point between BES and non-BES Elements.
how to apply the bes definition inclusions and exclusions
How to Apply the BES Definition, Inclusions and Exclusions

Consistent methodology outlined in the BES Definition Reference Document

  • STEP 1: CORE DEFINITION
  • STEP 2: INCLUSIONS
  • STEP 3: EXCLUSIONS

STEP 3: EXCLUSIONS should be applied in the following sequence:

      • E2 Retail Generation (supersedes I2 Real Power Resources)
      • E4 Retail Reactive Power Devices (supersedes I5 Reactive Power Resources)
      • E3 Local Networks (does not exclude interconnection facilities or generators)
      • E1 Radial Systems (does not exclude interconnection facilities or generators)
bes notifications
BES Notifications
  • Applies to newly self-identified inclusions to and exclusions from the BES
  • Assures that entities are appropriately implementing the revised definition
  • Compliance obligations cease for facilities excluded from the BES
  • 24-month implementation period to bring newly-identified Facilities included in the BES into compliance
inclusions i3 blackstart resources
Inclusions: I3 - Blackstart Resources

Resources identified in the Transmission Operator’s restoration plan, regardless of voltage.

exclusions e1 radial systems1
Exclusions: E1. Radial Systems

Generation Limits

There are two conditions under which generation resources can prevent a radial system from qualifying for Exclusion E1:

  • Any generation within the radial system in question is identified in Inclusion I2, I3, or I4; or
  • The aggregate nameplate capacity of the non‐retail generation capacity within the radial system in question exceeds 75 MVA.
    • If either of these conditions applies, the radial system does not qualify for Exclusion E1.
exclusions e4 reactive power devices
Exclusions: E4. Reactive Power Devices
  • Reactive Power devices installed for the sole benefit of a retail customer(s).
self determination notification information requirements
Self-Determination Notification Information Requirements

Each notification should at a minimum include the following:

  • Current one-line diagrams
  • For E2 Retail Generation Exclusion notifications
    • Net Capacity Transactional Data (12 months of hourly data)
    • Standby, back-up and maintenance power service documentation
  • For E3 Local Network Exclusion notifications
    • Power Flow Transactional Data (24 months of hourly data)
questions
Questions
  • How do I submit a Self-Determined Notification?
    • Self-Determined Notifications must be submitted via the BESnetapplication.
  • Do I have to submit Self-Determined Notifications on July 1, 2014?
    • No, there is a two-year implementation period for newly identified elements.
    • Notification is an ongoing process to report BES status changes.
  • Is Bulk Upload available?
    • No, however multiple (like) elements can be submitted on the same request.
  • Are registration changes made immediately upon submittal of a Self-Determined Notification via the BESnet application?
    • No, each Region has a separate form to request changes in registration.
    • Please utilize the WECC Registration Form to notify WECC Compliance of a change in registration.
rules of procedure exception process1
Rules of Procedure Exception Process
  • “ Elements may be included or excluded on a case-by-case basis through the Rules of Procedure exception process.”
  • Exceptions requests (i.e., Exclusion/Inclusion) will only be considered after there is determination as to whether the network/element is or is not part of the BES by application of the definition.
ongoing rop exception process activities
Ongoing RoP Exception Process Activities

(a) Exclusion Exception

  • An entity may request and obtain Approval from NERC for an Exclusion Exception on the grounds that the Element(s) for which the Exception Request is filed is included within the BES based on application of the BES Definition but is not necessary for the Reliable Operation of the interconnected bulk-power transmission system as evidenced by Required Information provided pursuant to Detailed Information to Support an Exception Request (Section III.B of the Exception Request Form).
ongoing rop exception process activities1
Ongoing RoP Exception Process Activities

(b) Inclusion Exception

  • An entity may request and obtain Approval from NERC for an Inclusion Exception on the grounds that the Element(s) for which the Exception Request is filed is not included within the BES based on application of the BES Definition but is necessary for the Reliable Operation of the interconnected bulk-power transmission system as evidenced by Required Information provided pursuant to Detailed Information to Support an Exception Request (Section III.B of the Exception Request Form).
federal power act
Federal Power Act
  • Section 215 of the FPA states:
    • ‘‘(4) The term ‘reliable operation’ means operating the elements of the bulk-power system within equipment and electric system thermal, voltage, and stability limits so that instability, uncontrolled separation, or cascading failures of such system will not occur as a result of a sudden disturbance, including a cybersecurity incident, or unanticipated failure of system elements.”
besnet application
BESnet Application
  • NERC developed the Bulk Electric System Exception and Notification Tool (BESnet)
  • BESnet is used for submitting
    • Self-Determined Notification of ‘Bright-Line’ BES Facilities changes
    • Bulk Electric System (BES) Exception Evaluations
bes exception requests
BES Exception Requests
  • Considerations:
  • Applicable to all Exception Requests
  • Applicable to specific Elements or groups of Elements

Must demonstrate that the requested facilities are (for inclusions) or are not (for exclusions) necessary for the reliable operation of the interconnected transmission system

who can submit an exception request
Who can Submit an Exception Request?
  • Owner of the Element(s)
  • Regional Entity
  • Entity with Scope of Responsibility for the Element(s) under consideration:
    • Regional Entity
    • Planning Authority
    • Reliability Coordinator
    • Transmission Operator
    • Transmission Planner
    • Balancing Authority
the exception request process
The Exception Request Process

Submitting Entity prepares Exception Request

RE initial screening and applicable entity input

Appeal of Rejection based on completeness

Up to 75 days

RE substantive review and recommendation

Technical Review Panel input

(if applicable)

Up to 6 months

NERC Panel Review and Decision

Challenge of NERC Decision

(Rule 1703)

Up to 120 days

initial screening
Initial Screening
  • Complete screening either 60 days after initial receipt or 15 days after receiving owner’s response, whichever is later
  • Assign unique identifier
  • Review for whether:
    • Submitting entity was eligible
    • Required information was submitted
  • Send notice to submitter
  • Regional Entity can accept or reject in whole or in part
substantive review
Substantive Review
  • Complete within six months of acceptance
  • Regional Entity may request additional info
  • Regional Entity develops recommendation
    • If recommendation is for disapproval, engage a TRP
      • Not involved in original review
      • Regional Entity not bound by recommendation of TRP
  • Submitting entity or owner may supplement the request at any time
approval or disapproval
Approval or Disapproval
  • Complete 90 days after NERC receives Recommendation
  • NERC develops team of three subject matter experts to review request
  • NERC may request interviews with Regional Entity, submitting entity, or owner
  • NERC President makes final decision within 30 days of NRP decision
detailed information to support an exception request
Detailed Information to Support an Exception Request
  • Entities are required to supply the data and studies needed to support their submittal. Studies should:
    • Be based on an Interconnection-wide base case;
    • Clearly document all assumptions;
    • Address key performance measures of BES reliability through
      • steady-state power flow;
      • transient stability analysis;
      • post-Contingency voltage analysis;
  • Supporting statements for the submitted position from other reliability entities are encouraged.
available resources
Available Resources
  • Bulk Electric System Definition Reference Document

Describes the application of the BES Definition

  • BES Notification Review Guidelines

Describes how ERO Enterprise staff will review Self-Determined Notifications submitted through BESnet

  • BES Exception Request Evaluation Guidelines

Describes how ERO Enterprise staff will review Exception Requests submitted through BESnet

  • BES Implementation Reference Document

Outlines standards applicability and registration expectations

  • BESnet Application Users Guide

Manual for the online BESnet application

for additional information
For Additional Information
  • Go to www.nerc.com
  • Under Program Areas and Departments, click Reliability Assessment and Performance Analysis
  • From there, click

Bulk Electric System (BES) Definition, Notification, and Exception Process Project

general considerations for evaluation
General Considerations for Evaluation
  • Part of a major transfer path
  • Part of Nuclear Plant Off-Site Power Supply
  • Effects of not requiring the Element(s) to comply with requirements assigned to BES Elements
  • The role and extent to which the Element(s) are necessary for Reliable Operation
general considerations for evaluation1
General Considerations for Evaluation
  • Impact of outage(s)
    • Is rationale dependent on correct operation of a SPS?
    • Potential effects of faults, including protection system failures
    • Short circuit currents at the bus(es) to which connected
  • Extent to which loading is affected by changes in generation dispatch or outages of other Elements
general considerations for evaluation2
General Considerations for Evaluation
  • Aggregate effect of excluding Element(s)
  • Inter-regional transmission Elements will have a single BES status
  • Any unique characteristics in relation to the system and topology
local distribution
Local Distribution
  • Submit requests directly to FERC
  • FERC will use the 7 Factor Test (Order 888) to determine applicability
  • Submitting entities are to notify the Regional Entity of any requests for Local Distribution
  • The Regional Entity may delay an Exception Request until after FERC decision
besnet training schedule
BESnet Training Schedule
  • BESnet Training Schedule (tentative)
    • May 15-30 – NERC will post
      • BESnet Video Training Modules
      • BESnet User Guides
      • BES Business Process Video Training Modules
    • June 5 – BES Business Process Q&A Webinar
besnet schedule
BESnet Schedule
  • May 12, 2014: BESnet system available for each registered entity’s BESnet Administrator to create an ERO Platform account and/or request access to BESnet
    • Access requests will be reviewed by Regional BESnetAdministrators
  • May 30, 2014: BESnet system available for each registered entity’s BESnet users to create an ERO Platform account and/or request access to BESnet
    • Access requests will be reviewed by Entity BESnetAdministrators
  • July 1, 2014: BESnet system available to users to submit Self-Determined Notifications and Exception Requests
    • Notifications and Exceptions will be processed by Regions and NERC
wecc staff contacts
WECC Staff Contacts
  • Application of “Core” Definition and Definitional Exclusion Submittals, De-registration Process
  • Notification of Self-Determinations
  • Rules of Procedure Exception Process
  • Contacts
    • WECC Support
      • Support@wecc.biz, Tel. (801) 883-6879, or
    • Kenneth Wilson
      • Email: ken@wecc.biz, Tel. (801) 883-6886
slide45
Kenneth Wilson – ken@wecc.biz

Kim Israelsson – kisraelsson@wecc.biz

Questions?