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Standards Development: Update to IMO Regulatory Standing Committee

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Active SARs: 15 2 ... Active Requests for Standards: 2. FERC, not NAESB, will likely ... Practice Standards for OASIS and Electronic Scheduling ... – PowerPoint PPT presentation

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Title: Standards Development: Update to IMO Regulatory Standing Committee


1
Standards Development Update to IMO
Regulatory Standing Committee
May 14, 2003
2
Purpose Today
  • To inform you of recent developments in
    reliability and business practice standards
    having potential impact on stakeholders

3
The standards development landscape
  • Standards development is driven by the changes to
    industry framework.
  • Major developmental activity in industry
    framework and structure (FERC, ISOs/RTOs) and
    reliability and business practice standards (NERC
    and NAESB)
  • Scale of planned standards development is
    unprecedented - substantial pressure on
    resources

4
Reliability standards
  • What Standards specify performance outcomes and
    processes impacting grid reliability
  • Importance IMO is committed to comply with
    industry standards
  • Organizations NERC and NPCC
  • Status
  • Major redevelopment of NERC standards
  • IMO, OPG and Hydro One are involved
  • Others will be impacted (information and
    procedures)

5
NERC overview
  • Open Balanced balloting - ANSI certified
  • Committees 8 numerous sub-committees
  • Active SARs 15 2 approved for drafting
  • RRCs (NPCC et al) are likely to get a role in
    certification and compliance of NERC standards
  • IMO, OPG and Hydro One involved
  • FERC will mandate for U.S. NERC will enforce
    compliance

6
Business practice standards
  • What Standards specify parameters for commercial
    wholesale electricity transactions
  • Importance Ontario not committed to compliance
    but adoption in US will make it attractive to
    comply
  • Organizations NAESB Wholesale Electricity
    Quadrant (WEQ) also ESC and OSC
  • Status
  • Major development of NAESB standards
  • IMO, OPG and Hydro One are involved
  • Others may be impacted (information and
    procedures)

7
NAESB overview
  • Open Balanced balloting - ANSI certified
  • ISOs/RTOs dont have an explicit segment and have
    chosen not to be part of the transmission
    segment. May have a advisory role
  • Committees Board WEQ Executive 3 operating
    committees many sub-committees
  • Active Requests for Standards 2
  • FERC, not NAESB, will likely enforce compliance

8
ISO/RTO Council overview
  • Membership the 8 ISOs/RTOs (CEOs)
  • Committees Working Group (ad hoc) Standards
    Review Committee (SRC) IT.
  • Addresses policies in concert with FERC -
    influences standards but doesnt develop them.
  • Forum for sharing/joint action re software,
    processes, and participation in NAESB/NERC
    matters.

9
Boundaries and relationships
  • MOU signed by NERC, NAESB and the ISO/RTO Council
    defines boundaries and process of
    inter-organization coordination
  • Proposed standards are directed to the
    appropriate party by the tripartite Joint
    Implementation Committee (JIC)
  • JIC directs policy matters to ISO/RTO Council
    reliability standards matters to NERC and
    business practice standards to NAESB
  • Dispute resolution review of annual plans

10
Boundaries and relationships

11
NERC Functional Model

12
ISSUE Who is to be the Transmission Operator
within the NERC Functional Model?
  • ISSUE
  • A single entity or class of entities should be
    assigned
  • However, the current functional definition
    involves two IMO (local reliability) and Ontario
    transmitters (switching)
  • The IMO believes it must be the Transmission
    Operator
  • Manage switching off-line via Licence and
    Operating Agreements

13
On the Radar
  • NERC - Cyber Security standard
  • NERC - MISO/PJM congestion management
    coordination
  • NAESB - Inadvertent Exchange standard
  • NAESB - standard trading day
  • NAESB - standards to resolve seams issues
  • ISO Council - SRC and JIC participation

14
Abbreviations
  • NERC North American Electric Reliability Council
  • FERC Federal Energy Regulatory Commission
  • NAESB North American Energy Standards Board
  • NPCC Northeast Power Coordinating Council
  • ANSI American National Standards Institute
  • RRC Regional Reliability Council
  • ESC Electronic Scheduling Collaborative
  • OSC OASIS Standards Collaborative
  • SAR Standard Authorization Request (NERC)

15
Reference websites
  • NERC.com
  • NERC News (monthly email)
  • NERC Bulletin Board (developments on website)
  • NERC Standards Development Bulletin - May 2003
    http//www.nerc.com/filez/standards/standards-bul
    letin.htm
  • NAESB.org
  • NPCC.org
  • IMO?

16
Appendix
17
NERC draft plan (p 33 of ftp//www.nerc.com/pub/s
ys/all_updl/sac/jic/jic0303a.pdf)

Balance Resources and Demand ---- SAR completed
1st Qtr 2003 2nd Qtr 2003 Monitor and Assess
Short-term Trans Reliability SAR completed
Operate Within Limits ---- 2nd Qtr 2003 2nd Qtr
2003 Determine Facility Ratings, Operating
Limits and Transfer Capabilities 1st Qtr 2003 3rd
Qtr 2003 4th Qtr 2003 Coordinate Interchange 1st
Qtr 2003 3rd Qtr 2003 4th Qtr 2003 Certification
of Reliability Authority 2nd Qtr 2003 4th Qtr
2003 4th Qtr 2003 Certification of Balancing
Authority 2nd Qtr 2003 4th Qtr 2003 4th Qtr
2003 Certification of Interchange Authority 2nd
Qtr 2003 4th Qtr 2003 4th Qtr 2003 Certification
of Transmission Operator 2nd Qtr 2003 4th Qtr
2003 4th Qtr 2003 Revise Reliability Standards
Process Manual Step 2 1st Qtr 2003 1st Qtr 2003
2nd Qtr 2003 Coordinate Operations 2nd Qtr 2003
4th Qtr 2003 1st Qtr 2004 Prepare for and Respond
to Abnormal or Emergency Conditions 1st Qtr 2004
2nd Qtr 2004 3rd Qtr 2004 Prepare for and Respond
to Blackout or Island Conditions 1st Qtr 2004 2nd
Qtr 2004 3rd Qtr 2004 Monitor and Analyze
Disturbances, Events, and Conditions 1st Qtr 2004
2nd Qtr 2004 4th Qtr 2004 Assess Transmission
Future Needs and Develop Transmission Plans 2nd
Qtr 2004 3rd Qtr 2004 1st Qtr 2005 Design,
Install and Coordinate Control and Protection
Systems 2nd Qtr 2004 3rd Qtr 2004 1st Qtr
2005 Define (Physical) Connection Requirements
2nd Qtr 2004 3rd Qtr 2004 1st Qtr 2005
18
NAESB draft plan (2003 02 18 http//www.naesb.org
/pdf/weq_annual_plan.pdf)
  1. Develop business practices and standards as
    needed to complement reliability standards.
  2. Develop Business Practice Standards for OASIS and
    Electronic Scheduling
  3. Develop Standards and Model Business Practices in
    Support of a Standard Market
  4. Develop Business Practices and Standards to
    Improve the Current Operation of the Wholesale
    Electric Market
  5. Develop standardized contracts SAR to extend
    funds transfer agreement submitted to JIC
  6. Develop standards for Inadvertent Interchange
    Payback Practice. SAR submitted to JIC
  7. Develop business processes related to FERCs
    forthcoming generation interconnection orders

19
NERC SARs submitted to March 19
http//www.nerc.com/filez/sar-approved.html
  • ansmission Future Needs and Develop Transmission
    Plans
  • Assess Transmission Future Needs and Develop
    Transmission Plans
  • Balance Resources and Demand (approved for
    drafting)
  • Certification of the Balancing Authority Function
  • Certification of the Interchange Authority
    Function
  • Certification of the Reliability Authority
    Function
  • Certification of the Transmission Operator
    Function
  • Coordinate Interchange
  • Coordinate Operations
  • Define (Physical) Connection Requirements
  • Design, Install, and Coordinate Control and
    Protection System
  • Determine Facility Ratings, Operating Limits, and
    Transfer Capabilities
  • Monitor and Analyze Disturbances, Events, and
    Conditions
  • Monitor and Assess Short-term Reliability -
    Operate Within Transmission System Limits
    (approved for drafting)
  • Prepare for and Respond to Abnormal or Emergency
    Conditions
  • Prepare for and Respond to Blackout or Island
    Conditions
  • Reliability Standards Process Manual - Revisions
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