Coordinate Operations Standard Jason Shaver Standard Drafting Team

Coordinate Operations Standard Jason Shaver Standard Drafting Team Chair September 29, 2005 North American Electric Reliability Council 1

Presentation Overview n Proposed Standards n Key Concepts Supporting Standards n Key Requirements n V 0 Retirements n Effective Dates n Questions North American Electric Reliability Council 2

Coordinate Operations Standards: n IRO-014 n n IRO-015 n n Procedures, Process or Plans to Support Coordinate Between Reliability Coordinators Notification and Information Exchange Between Reliability Coordinators IRO-016 n Coordination of Real-Time Activities Between Reliability Coordinators North American Electric Reliability Council 3

Key Concepts Purpose & Scope n n n Ensure RC’s operations are coordinated such that there’s no adverse impact on other RCs Preserve the reliability benefits of interconnected operations Focus solely on RC to RC coordination North American Electric Reliability Council 4

Key Concepts: Build on Other Standards Require: n Each RC must be Certified n Each RC must have procedures, processes & plans for its own area n Each RC must monitor & direct others to protect its own area North American Electric Reliability Council 5

Key Concepts: Require RC to RC Cooperation § Agree to take actions under specified conditions (documented in procedures, processes, plans) § Exchange information § Notify others of impactive conditions or events § Coordinate actions North American Electric Reliability Council 6

IRO-014 Procedures, Processes, Plans n Ensure documents address all required topics n Have agreement from those who will take actions n n Have latest version of each document available to system operators (includes those developed by other RCs) Company-specific version of documents developed by other RCs may be developed to support (not replace) an RC to RC document n n n Available to system operators Reference source document Support source document North American Electric Reliability Council 7

IRO-014 Procedures, Processes, Plans Documents that require notification, information exchange or coordination involving multiple RCs n n ‘Impactive’ operating scenarios Other activities: n Communication and real-time notifications n Energy and capacity shortages n Outage information n Voltage control n Information exchanged to support reliability assessments North American Electric Reliability Council 8

IRO-015 Notifications & Information Exchange n Follow approved procedures: n n n Notify other RCs of impactive issues Participate in agreed-upon conference calls and other communications forums Provide reliability-related information upon request North American Electric Reliability Council

IRO-016 Coordination n RC that identifies a problem notifies impacted RCs n RCs involved agree on problem, solution, actions – document actions & notify others n If RCs disagree – each re-evaluates conflicting information, takes action to preserve RC Area and Interconnection, documents actions & notifies others North American Electric Reliability Council 10

Blackout Findings: n Need to communicate emergency conditions to neighbor systems n These standards: n Require a procedure (agreed-upon with other RCs) for making notifications n Require following procedure in making notifications of anything ‘impactive’ to another RC’s Area n Require participation in agreed-upon conference calls and other communications forums North American Electric Reliability Council 11

Implementation Plan – Revise V 0 n COM-002 Communications and Coordination n EOP-002 Capacity and Energy Emergencies n IRO-003 RC – Wide Area View n IRO-004 RC – Operations Planning n IRO-005 RC – Current Day Operations n TOP-005 Operational Reliability Information North American Electric Reliability Council 12

COM-002 Communications & Coordination n n Revise/retire requirements R 2. , R 2. 1, R 2. 2, R 2. 3 for RC to relay information to other RCs for a select set of scenarios New standards require RCs to relay information to one another for a wider scope of scenarios North American Electric Reliability Council 13

EOP-002 Capacity & Energy Emergencies n n Retire/revise requirements R 2 and R 4 for RC to implement its capacity and energy emergency plan & inform other RCs New standards require RCs to coordinate the development and implementation North American Electric Reliability Council 14

IRO-003 RC – Wide Area View IRO-005 Current Day Operations n n Retire/revise requirements (IRO-003 R 2 and IRO-005 R 11) to notify neighboring RC of operational concerns in the neighboring RC Area New standards require notification and cooperation in resolving the operational concern North American Electric Reliability Council 15

IRO-004 RC – Operations Planning n n Retire requirement R 6 for RC to initiate a conference call if warranted based on a reliability analysis New standards require RCs to initiate conference calls for a wider array of scenarios North American Electric Reliability Council 16

IRO-004 - RC – Operations Planning n n Modify the RCs requirements to issue alerts (IRO-004 R 7 and IRO-005 R 15) New Standards require notifications for a wider array of scenarios – alerts may not be practical for all situations – new Standards don’t reference a specific tool North American Electric Reliability Council 17

IRO-005 RC – Current Day Operations n n Retire part of R 7 that requires the RC to participate in NERC hotline discussions New Standards require participation in a wider array of communications for a more specific set of scenarios – new Standards don’t reference a specific tool North American Electric Reliability Council 18

IRO-005 RC – Current Day Operations n n Retire part of R 9 that requires the RC to coordinate with other RCs to develop action plans for exceeding limits and to coordinate outages New Standards require coordination be agreed upon in advance and then coordinated per agreement for a wide array of scenarios, including limits and outages North American Electric Reliability Council 19

IRO-005 RC – Current Day Operations n n Retire parts of R 12 that require the RC to be aware of the impact of a special protection system on inter-area flows New Standards require the RCs to have procedures that address issues in one RC Area that may have an adverse reliability impact on other RC Areas North American Electric Reliability Council 20

TOP-005 Operational Reliability Information n n Retire requirement (R 5) for the RC to share data needed for reliability assessments and coordination of operations New Standards require coordination be agreed upon in advance and then coordinated per agreement for a wide array of scenarios, including coordination of info needed for reliability assessments North American Electric Reliability Council 21

Effective Dates n 1 st Ballot Oct 4 – 13, 2005 n 2 nd Ballot Oct 21 -31, 2005 n BOT Adoption Nov 1, 2005 n Effective Nov 1, 2006 n RCs have 1 full year to become compliant North American Electric Reliability Council 22

Questions North American Electric Reliability Council 23