Branden SudduthDirector, Reliability Assessment and

Performance Analysis

Rocky Mountain Region PA/PC MeetingMarch 18-19, 2014Denver, Colorado

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• The NERC Functional Model Overview• The Planning Coordinator• The Coverage Gap Issue in WECC• WECC Staff Observations• Planning Coordination Committee Effort

o Planning Coordinator Survey Results

Overview

The NERC Functional Model and the Planning Coordinator

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• NERC Reliability Function Model version 5o Functional Definitions and Functional Entitieso Technical Document

• Purpose:o Provide a framework for Standards

developmentoDescribe reliability functions and relationships

between entities that are responsible for performing the tasks within the functions

The NERC Reliability Functional Model

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• The model must be complete – no gaps• No overlap for operation tasks• In certain instances, overlap for planning

tasks is unavoidable• The model is a guideline – it does not

address requirements for registration, delegation, or sharing responsibility

Guiding Principles of the Model

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• Develop methodologies for planning analysis and simulation

• Define information required for planning purposes and facilitate collection process

• Evaluate, develop, document, and report plans for Planning Coordinator area

• Coordinate with adjoining Planning Coordinators

• Develop and maintain models

Function – Planning Reliability

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• “The functional entity that coordinates, facilitates, integrates and evaluates (generally one year and beyond) transmission facility and service plans, and resource plans within a Planning Coordinator area and coordinates those plans with adjoining Planning Coordinator areas.”

• Assesses longer-term reliability

Functional Entity – Planning Coordinator

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• Standards applicable to the “Planning Authority” are applicable to the “Planning Coordinator” (pre-version 3 revision)

Standards – Planning Coordinator

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• Some Applicable Reliability Standardso TPL-001 through 004 (System Performance)o FAC-002 (Coordination of Plans for New

Facilities)o FAC-010 (System Operating Limits

Methodology for the Planning Horizon)oMOD-016 (Actual and Forecast Demands, Net

Energy for Load, Controllable DSM)

Standards – Planning Coordinator (cont.)

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• NERC Functional Model is not always prescriptive on “who reports to who”

• Depending on the specific function, reporting structure for a functional entity may change

• Structure can vary greatly depending on interpretation by entity

• Planning Coordinator definition is vague and Registration doesn’t help

Organization Structure

The Planning Coordinator Gap Issue in WECC

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• June 2007oMandatory Standards initially created chaos o “Checklist” registration with no review or

coordination

• Functional Model meant to be a one-size-fits-all solution – in many instances, WECC is “different”o Area Coordinatorso Path Operators

Contributing Factors to the Problem

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Planning Coordinator Count by Region

Region Planning Coordinators

Transmission Planners

WECC 30 46

TRE 1 27

FRCC 14 13

MRO 5 24

NPCC 6 14

RFC 3 13

SERC 20 32

SPP 2 19

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• Perceived reliability risk because:o Several entities do not know who their Planning

Coordinator is or mistakenly assume another entity is performing this function for them

o There is a lack of clarity in Functional Model around who should be a Planning Coordinator

o There is no clear definition of a Planning Coordinator Area

o There may be reliability functions not being performed because of gaps

Planning Coordinator Gaps Issue

WECC Staff Observations and PCC Efforts

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• In WECC, currently Planning Coordinator gaps create more of a compliance risk than a reliability risko Many functions duplicative of Transmission Planner

functionso Area Coordinators created for data collectiono Interconnection-wide coordinated plans (UFLS)

• The list of registered Planning Coordinators almost the same as list of registered Balancing Authorities

WECC Staff Observations

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• Gaps not prevalent in regions where ISO/RTOs exist

• Reluctance to be a Planning Coordinator is often tied to liability concerns

• More Reliability Standards applicable to the Planning Coordinator are being developed…

WECC Staff Observations (cont.)

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• Passed final ballot in December 2013• NERC Board approval February 2014• Requires data providers to submit power flow,

dynamics, and short-circuit data to their Planning Coordinator and Transmission Planner

MOD-032 Standard Development Update

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Base Case Data Submittal Process (current and general)

Generator Owner

Transmission Owner

Resource Planner

Transmission Planner

Area Coordinator WECC

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Base Case Data Submittal Process (MOD-032)

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• October 2013: PCC asks WECC staff to develop a list mapping Transmission Owners and Generator Owners to Planning Coordinators

• December 2013: System Review Work Group survey conducted to identify facilities not in a Planning Coordinator Areao PCs asked to respond to surveyo Still collecting and compiling responses

Planning Coordination Committee (PCC) Effort

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Planning Coordinator PreliminarySurvey Results as of 3-11-14

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“Arizona” Area Unclaimed Buses

91

59

35

1 1

Generator OwnedSWTCFEUNMIID

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“Northwest” Area Unclaimed Buses

115

4

8

12

121 20

Generator OwnedCity of CentraliaAvistaJCPUDMFROTC IdahoFirst WindOP&L

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“Montana/WAPA UM” Area Unclaimed Buses

9

4

1

Generator ownedNorthwesternHill Co Elec

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“PSCo/WAPA RM” Area Unclaimed Buses

9

420

711

128

8

94

27

16 237 9

Generator Owned Tri StateWest PlainsEMAPAC EWAPA LMWapa UCBlack HillsPSCOIMPlatte RiverBasin

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“California” Area Unclaimed Buses

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60

46

2226

4

2312

33

4

87

3Metro WD

Redding

Silicon VP

USBR

Roseville

CA-OR Trans

NCPA

NextEra

Calpine

San Francisco

Shasta Lake

Modesto

Merced ID

Branden Sudduth

WECC

branden@wecc.biz

801.883.6888

Questions?

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• What is the role of the Transmission Planner (TP) vs. Planning Coordinator (PC)?

• Who should be a TP?• Who should be a PC? Who should they be

a PC for?• How should TP and PC area boundaries be

determined?

Defining the Problem

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• What concerns do entities have relative to being a PC?

• How formalized should PC arrangements be?

• What are a PC’s responsibilities for Generator Owners (non-TO)?

• What can WECC do to help facilitate the resolution of PC gaps?

Formulating a Proposal

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Review of Action Items

Action Item Status Completion Date