1

F E B R UA R Y 2 7 , 2 0 1 3

B YN A R I N D E R K S A I N I

E D S K I B AB P S - C O - C H A I R S

Parallel Flow VisualizationOverview

2

OVERVIEW

Parallel Flow Visualization (PFV) Status Background Objectives NAESB Responsibility IDC Input Recommendation Scope Proposed Solution Additional Documents

Next Steps

3

Background: IRO-006

IRO-006 Transmission Loading ReliefEach Reliability Coordinator and Balancing Authority that receives a request pursuant to an Interconnection-wide transmission loading relief procedure (such as Eastern Interconnection TLR, WECC Unscheduled Flow Mitigation, or congestion management procedures from the ERCOT Protocols) from any Reliability Coordinator, Balancing Authority, or Transmission Operator in another Interconnection to curtail an Interchange Transaction that crosses an Interconnection boundary shall comply with the request, unless it provides a reliability reason to the requestor why it cannot comply with the request.

4

Background: Interconnections

IRO-006-WECC Qualified Transfer Path Unscheduled Flow Relief (WECC)

IRO-006-TRE IROL & SOL Mitigation in the ERCOT Region

IRO-006-EAST Transmission Loading Relief Procedures for the Eastern InterconnectionWEQ-008 Transmission Loading Relief (TLR) – Eastern Interconnection Tools – (IDC)Interchange Distribution Calculator (SDX )System Data eXchange

5

Background: Primary Players

NERC

Association

NAESB

NERCStandards CommitteeOperating Reliability Subcommittee IDC Working GroupStandards Drafting TeamsNAESB

Executive CommitteeBPSOASIS SubcommitteeJESS

AssociationEffective 4/1/2013

IDC - Interchange Distribution CalculatorSDX - System Data eXchange

IDCSDX

6

Objectives

Generation to load (GTL) impacts reported to the IDC on a real-time basis

More accurate assignment of relief obligations to entities causing congestion Near real-time data using generator output provided

by RC Include impacts of intra-BA generation-to-load and

point-to-point transactions Differentiate between intra-BA firm and non-firm

transmission service IDC has better data to perform calculations for TLR

Levels 3 and 5

7

NAESB RESPONSIBILITY

NAESB will establish methodology for assigning the generation to load flows into the appropriate buckets.

8

IDC Input

Inter-BANetwork

InterchangeCurrent IDC

Inter-BAPoint-to-PointInterchangeCurrent IDC

Intra-BANetworkNAESB

Parallel Flow Visualization

Intra-BAPoint-to-Point

NERCS‐ Ref 10132*

* http://www.nerc.com/docs/standards/sar/All_Directives_Report_2012-04-05.pdf

9

Recommendation Scope

Draft Standards Address Annual Plan Items: 1.a Parallel Flow Visualization/Mitigation for Reliability

Coordinators in the Eastern Interconnection – Permanent Solution

1.b Perform consistency review of WEQ-008 Transmission Loading Relief Business Practice Standards and develop recommendation

1.d Revise TLR level 5 to be treated similarly to TLR Level 3 in terms of treating the next hour allocation separately from that of current hour. (R11020)

10

Proposed Solution

Draft Standards include: Transmission Loading Relief Process (WEQ-008) OASIS Postings Definitions (WEQ-000 and conforming changes)

11

TLR Business Practice Standards

Transmission Loading Relief – WEQ-008 Two Methods*

Tag Secondary Network Transmission Service, or Generator Prioritization

Coordination Arrangements Two-Tier Firm Curtailment Credit for Redispatch Dynamic Schedules/Pseudo-Ties Sub-priorities Deletions

*Assumes that all point-to-point transactions are tagged under NERC standards

12

Methods for Intra-BA Transactions

Tag Secondary Network Transmission Service Method A method used to submit to the IDC Transmission

Service curtailment priority of the Secondary Network Transmission Service using e-Tags.

Generator Prioritization Method A method used to submit to the IDC Transmission

Service curtailment priority of the generator output. Difference between what is reported and the

real-time generator output is firm

13

Methods for Intra-BA Transactions (cont.)

Balancing Authority to choose either one but not both Methods Balancing Authority can switch Six month notice

LSE (or entity acting on their behalf) enters Tags for Tag Secondary Network Transmission Service

Method Generator Priority Schedules for Generator Prioritization

MethodTransactions or generation-to-load impacting 5%

or greater considered for assigning relief obligations

Coordination Arrangements

Coordination Arrangements Types Coordination Agreements

An agreement between two or more Transmission Service Providers for coordination of: a) granting Transmission Service by honoring a set of Flowgate limits and b) managing real-time congestion through congestion management process.

Unilateral Declarations allowed if Transmission Service Providers cannot agree

Reciprocity A commitment by two Transmission Service Providers to provide Last-

to-Curtail treatment of parallel flows on one another’s system without having a direct Coordination Agreement.

Two-Tier Firm Curtailments – encourages Coordination Arrangements

14

Two-Tier Firm Curtailment

Two-Tier Firm Curtailment First-to-Curtail

The Firm Transmission Service curtailment priority assigned by the IDC to parallel flows due to a lack of Coordination Agreement, Reciprocity, or unilateral declaration.

Last-to-Curtail The Firm Transmission Service curtailment priority assigned

by the IDC to: a) on-path flows and b) parallel flows when a Coordination Agreement, Reciprocity, or unilateral declaration exists between the Transmission Service Provider experiencing congestion and (at least one of) the Transmission Service Provider(s) on the path of the transaction whose Transmission Service is contributing to the congestion.

15

PFV: First-to Curtail/Last-to-Curtail

TSP with Coordination Arrangements16

  Last to Curtail TSPs

SOCO TVA DUK PJM MISO SPP EESCONGESTION

SOCO X   X       XTVA   X   X X X  DUK X   X X      PJM   X X X X    

MISO   X   X X X  SPP   X     X X XEES X         X X

Congested TSP: TVA Last to Curtail if tag has TVA, PJM, MISO or SPP on path

Congested TSP: PJM Last to Curtail if tag has TVA, DUK, PJM or MISO on path

Congested TSP: SPP Last to Curtail if tag has TVA, MISO, SPP or EES on path

17

Credit for Redispatch

Under TLR level 3 and higher a BA may redispatch its system to meet the target GTL flow, which is the difference between the net GTL flow (net of the forward and reverse impacts) and the IDC calculated relief obligation.

Meeting the target GTL flow may be accomplished by redispatching any generation that may either reduce forward flows or increase reverse flows.

The IDC will determine if a Credit for the Redispatch was accomplished from the start of the redispatch time. If so, the Credit for Redispatch will be applied to the next hour relief obligation calculation by the IDC and will not result in a double counting of non-firm impacts.

18

Dynamic Schedules and Pseudo-Ties

If a transaction is identified as a Dynamic Schedule or a Pseudo-Tie: During TLR level 3 or higher the impact of this

transaction will be determined on a pro-rata basis along with all other transactions and based on the transmission service priorities.

The impact will be assigned as relief obligations to the Sink BA in lieu of curtailing the transaction.

This transaction will not be subject to holding on any TLR level.

19

Sub-priorities

Sub-priorities extended to TLR Level 5a S1 - GTL shortfall assigned to S4 will reduce the S1 amount in

the same or higher curtailment categories, not to be reduced below zero. For S1, the GTL exceedance assigned to S4 will increase the S1 amount in higher curtailment categories, not to exceed their original amount prior to redispatch steps taken by the BA.

S2 – Addresses Intra-BA Transactions, excluding GTL Flows S3 – GTL flows are set to zero S4 - GTL shortfalls or exceedances from relief obligations two

hours prior shall be assigned to S4. A shortfall will be assigned to S4 of the same curtailment category that received the relief obligation. An exceedance will be assigned to S4 of the lowest curtailment category.

20

Deletions in WEQ-008

WEQ-008-1.1 and WEQ-008-1.2 (inconsistent with IRO-006-EAST and potential conflict)

WEQ-008-1.3 (PFV eliminates need for special requirements for markets)

WEQ-008-1.5 (double jeopardy with NERC Standards)

WEQ-008-3.11 (PFV eliminates need for section)Appendix B (related to WEQ-008-3.11)Appendix C (appropriate to be moved to IDC

Users Manual)

21

OASIS Postings

OASIS Changes ScheduleDetail template modified to identify firm

tagged curtailments as First-to-Curtail or Last-to-Curtail. (CURTAILMENT_ORDER data element in WEQ-002, -003, and -013)

Posting of Unilateral Declarations - WEQ-001-13.1.5 If the BA declares the Generator Prioritization Method,

the Transmission Service Provider (s) within the BAA shall specify the methodology for establishing the Transmission Service firmness of Generator Priority Schedules in its Business Practices that are posted in accordance with Business Practice Standard WEQ-001-13.1.4.

22

Definitions

New Intra-BA Transaction Generator Prioritization Method and Tag Secondary Network

Transmission Service Method Generator Priority Schedules Coordination Agreement and Reciprocity First-to-Curtail and Last-to-Curtail Credit for Redispatch Transmission Loading Relief Transaction Deadline

Remove Curtailment

23

Additional Documentation

NERC Support Document Interchange Scheduling and Coordination (INT) Interconnection Reliability Operations and

Coordination (IRO)IDC Related Documents

IDC Users Manual System Data eXchange (SDX) Users Manual

Next Steps

Informal Comment Period (February 18 – March 18) Recommendation (WEQ-000, 001, 002, 003, 008,

013) IDC User’s Manual (forwarded to IDC Working

Group) SDX User’s Manual (forwarded to IDC Working

Group) NERC supporting document

Address informal comments (March – June)Post for formal comments by end of second quarter

24

Next Steps

MeetingsMarch 20-21 – Little Rock, AR (hosted by

SPP)April 24-25 – Carmel, IN (hosted by MISO)May 22-23 – Valley Forge, PA (hosted by PJM)June 19-20 – Minneapolis, MN (hosted by

OATI)

25

26

QUESTIONS

?