NAESB WEQ Update Interchange Scheduling and Accounting Subcommittee May 21, 2019 - BPA - Western Electricity Coordinating Council
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NAESB WEQ Update
Interchange Scheduling and Accounting Subcommittee
May 21, 2019
Mike Steigerwald
BPAB O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Objective
• Provide a broad overview of the activities of the
NAESB Wholesale Electric Quadrant across the
lifecycle of standards development.
• Disclaimer: Presenter does not represent
NAESB. I am BPA’s representative to the
NAESB WEQ Executive Committee. I am also a
co-chair of the OASIS subcommittee.
NAESB WEQ @ ISAS 05/21/19 2B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
NAESB WEQ Standard Development Lifecycle
Industry
Industry Formal Comment
Informal Comment to NAESB EC EC considers:
to NAESB (30 days) WEQ
Subcommittee 1. Standards approved by the
(30 days) Executive
Standard subcommittee in step 2.
2a Development 3 Committee 2. Formal comments filed by
and Vote Vote industry in step 3.
2 4
Industry
NAESB
Approval WEQ
NERC WEQ
and Membership
Triage and
Prioritize
1 Initiation Publication 5 Segment Vote
SRS Request (30 days)
FERC
Standard development
Directive to NAESB
8 6
Standards Voluntary for jurisdictional
FERC 7 Published & entities until ‘adopted by
Order filed with FERC reference’ by FERC Order.
9 Implementation
FERC (1-2 years)
Issues
Directive to Industry
NOPR to
Industry Industry has 60 days to comment to
FERC on proposed standards.
NAESB WEQ @ ISAS 05/21/19 3B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
1 Approved in the
Subcommittee Development Backlog 2019 Annual Plan.
Topic Sub Description and Status
Investigate whether standards are needed to apply DLT (eg, blockchain) to utility
Distributed accounting functions such as power trading and Renewable Energy Certificates
Ledger (REC). API 7a and 7b.
WEQ
Technology
(DLT) Kickoff meeting June 7 from 1:00 to 3:30 central and a follow-up meeting on June 24
from 10-12 central.
Review WEQ-004 and other tagging standards in light of NERC proposal to retire the
INT
CISS following: INT-004-3.1 and INT-010-2.1 in their entirety, as well as INT-006 (R3.1,
Retirements
R4, R5) and INT-009 (R2).
MOD Review WEQ-023 Modeling standard in light of NERC proposal to retire MOD
BPS
Retirements standards (including withdrawal of MOD-001-2).
Annual review of the Authorized Certification Authorities (ACA) accreditation (API
ACA Cybr
4a).
NERC CIP Cybr Annual review of the NERC CIP standards (API 4b).
NAESB WEQ @ ISAS 05/21/19 4B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
2
Subcommittee Development In-progress
Topic Sub Description and Status
Modifications to the original NITS standards based on learnings from the NITS
NITS OS industry implementation (API 3c). Completed first phase dealing with minor
corrections. Now considering more substantive changes.
NITS OS Define rollover rights for NITS (API 3e).
EIR OS Require OASIS to use EIR to validate request information (API 3a).
Posting of additional curtailment information on OASIS per FERC Order 890 (API
2.a). Will establish NAESB standards that extend existing FERC posting
Curtail Info OS
requirements under 18 CFR 37.6 e3. Draft standards will only be applicable for
on OASIS BPS
interconnection-wide curtailment events.
• Informal Comment period closed 03/19/19.
Request to clarify tag timing requirements in WEQ-004. TPs and BAs are not
meeting the strict approval windows defined in NAESB WEQ-004 and NERC INT-
006 due to misapplication of these timing requirements. (API 3h)
Tag Timing CISS
• Voted out of the Coordinate Interchange Scheduling Subcommittee 02/12/19.
• Send back to the CISS on 03/26/19 by Executive Committee to coordinate with
NERC.
NAESB WEQ @ ISAS 05/21/19 5B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
2a Subcommittee still
Pending Informal Comment actively working.
Topic Sub Description and Status
NAESB WEQ @ ISAS 05/21/19 6B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
3 Subcommittee
Pending Formal Comment passed to the EC.
Topic Sub Description and Status
NAESB WEQ @ ISAS 05/21/19 7B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
4 Next EC meeting
Pending Executive Committee Vote will be Oct’19.
Topic Sub Description and Status
Improve transmission planning models by making visible a complete path associated
with long-term firm interchange when partial path requests are made (API 3d). The
eastern regional coordination committee driving this has since found other ways of
Interchange
OS getting the needed planning information.
Modeling
• “No Action” recommendation passed by OS on 04/17/19.
• Formal Comment period closed on 05/20/19.
NAESB WEQ @ ISAS 05/21/19 8B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
5 30 day vote by all
Pending Membership Segment Vote NAESB members
Topic Sub Description and Status
NAESB WEQ @ ISAS 05/21/19 9B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
6 No publication date
Pending NAESB Publication announced.
Topic Sub Description and Status
Redispatch Cost Posting to allow for posting on OASIS of 3rd party offers of
Planning Redispatch services per FERC Order 890 (API 2.a.i.2). The TP is
3rd Party obligated to provide the posting mechanism on OASIS for 3rd party offers of
OS
Planning Planning Redispatch. There is no obligation for any party to use this functionality.
BPS
Redispatch • Voted out of the OASIS and Business Practice Subcommittees on 01/23/18.
• Voted out of the Executive Committee on 04/24/18.
• Voted out of the Segment Membership on 05/25/18.
Update OASIS Query/Response templates to allow more flexible and efficient
queries for some templates (API 3b).
Templates OS • Voted out of the OASIS subcommittee on 06/19/18.
• Voted out of the WEQ Executive Committee on 08/21/18.
• Voted out of the Segment Membership vote on 09/24/18.
Update OASIS to ensure that capacity reserved for untagged Pseudo-ties is
preserved for that purpose (API 3e). The basic requirement does not apply to BPA
as Pseudo-ties are tagged in the west. But the proposed standards define a
Untagged generic way to encumber a TSR for ad-hoc use (i.e., beyond Resale, Redirect, etc).
OS
Pseudo-ties BPA may indeed find a use for such a capability in the future.
• Voted out of the OASIS subcommittee on 08/22/18.
• Voted out of the Executive Committee on 10/09/18.
• Voted out of the Segment Membership on 11/15/18.
NAESB WEQ @ ISAS 05/21/19 10B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
6 No publication date
Pending NAESB Publication (continued) announced.
Topic Sub Description and Status
Automatically notify customers when PTP renewal deadline approaches (API 3b).
• Voted out of the OASIS Subcommittee 11/17/18.
PTP Rollover
OS • Formal Comment period closed 12/28/18 with no opposition.
Notification
• Voted out of the Executive Committee on 03/26/19.
• Voted out of the Segment Membership on 04/30/19.
Updates to the Dynamic Notification (email) on OASIS to provide a more generic
notification capability (API 3.f). Developed in conjunction with updates for PTP
Rollover Notification above (API 3f).
Dynamic
OS • Voted out of the OASIS Subcommittee 11/17/18.
Notification
• Formal Comment period closed 12/28/18 with no opposition.
• Voted out of the Executive Committee on 03/26/19.
• Voted out of the Segment Membership on 04/30/19.
Modify Next Hour Market (NHM) service to be more applicable to the western EIM
(API 3.g). Draft changes make it clear that the tag priority 0-NX can be used for
purposes other than Next-hour Market (NHM) service, such as EIM.
NHM OS • Voted out of the OASIS Subcommittee 02/19/19.
• Formal Comment period closes 03/20/19.
• Voted out of the Executive Committee on 03/26/19.
• Voted out of the Segment Membership on 04/30/19.
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FERC NOPR issued on 05/16/19 on NAESB v3.2
• NOPR: Notice of Proposed Rulemaking
• 60 day industry comment period opens once published in the Federal Register
• Scope of the NOPR:
– NAESB standards v3.2 (published12/08/17).
– Also includes NAESB standards v3.1 (published 09/30/15). The v3.1 standards
already went through a NOPR that closed back in Sept 2016. However, FERC
never issued a Final Rule on the v3.1 standards. FERC says it is not necessary to
refile comments on the v3.1 standards.
– It seems likely that FERC intends to issue a Final Order that includes both v3.1 and
v3.2 standards.
• Out of Scope:
– The NAESB Modeling/ATC standards (WEQ-023) are in a separate docket.
• The one area in which entities may wish to file further comments on the v3.1
standards is related to the Dynegy ruling involving Redirects.
– The NOPR leaves open the question of whether a Redirect is permitted from a
parent reservation that is conditional (still subject to preemption and competition).
NAESB WEQ @ ISAS 05/21/19 12B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
7 v003.2 published by
FERC NOPR on 05/16/19 NAESB 12/08/17.
Topic Sub Description and Status
New OASIS request type that will be used to consolidate multiple “like” reservations
into a single reservation for easier tagging. Replaces current practice of customers
Consolidation OS
reselling TSR’s to themselves. Aggregation of Resales will still be allowed, but
Reseller and Assignee must be different customers. Approved by NAESB Nov’16.
Changes needed to WEQ-002 (S&CP), WEQ-004 (Coordinate Interchange), and
Market
CISS Electric Industry Registration (EIR) to support the Market Operator role for eTag
Operator
1.8.3. Approved by NAESB Sep’16.
Remove all NERC references from WEQ-022 (which govern the EIR). Approved by
EIR CISS
NAESB Mar’17.
Retire WEQ-006 (Manual Time Error Correction) due to NERC retirement of BAL-
Manual Time
004. Approved by NAESB Mar’17.
Error BPS
Correction
Separate FERC NOPR closed fall 2018.
Dynamic & Modify WEQ-004 following proposed retirement of NERC INT-004-3.1 (API 1.d.i).
Pseudo-tie CISS NAESB standards to require RFI for Dynamic and Pseudo-ties mimic the previous
Tagging NERC standards. Approved by NAESB Sept’17.
Modifications to WEQ-008, which are the TLR standards that only apply to the
Eastern TLR BPS
Eastern Interconnection.
NAESB WEQ @ ISAS 05/21/19 13B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
7 v003.2 published by
FERC NOPR (continued) NAESB 12/08/17.
Topic Sub Description and Status
Five year effort to develop standards for Short-term Preemption and Competition
was completed per FERC Order 890. Approved by NAESB Nov’17.
Short-term
Preemption/ OS This includes a late amendment pushed by the west and led by BPA to resolve a
Competition gap in how certain Defenders with ROFR were treated if they were unable to
exercise ROFR. Amendment adopted by the EC despite opposition from Duke and
Southern.
In July, the OASIS subcommittee also approved various changes to OASIS
Consistency standards (WEQ-001, 002, 003, and 013). These are considered “consistency”
OS
Changes changes to remove NERC references, ensure language alignment between
NERC/NAESB, etc. Approved by NAESB Nov’17.
In Aug, the DSM-EE subcommittee approved various changes to WEQ-015, 018,
Consistency DSM
and 020. These are also “consistency” changes to ensure alignment between
Changes -EE
NERC/NAESB. Approved by NAESB Nov’17.
NAESB WEQ @ ISAS 05/21/19 14B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
8 v003.1 published
Pending FERC Final Order 09/30/15. NOPR
closed Sept’16.
Topic Sub Description and Status
Entergy / Standards for treatment of Parent reservation when Redirect is lost to Preemption
OS
Dynegy and Competition per FERC Order 676-H. Lots of NOPR comments to FERC.
ATC NAESB standards to complement NERC ATC MOD A. In the NOPR, FERC declined
BPS
Standards to adopt these NAESB standards pending separate ATC proceedings.
DUNS OS Make the use of DUNS numbers optional. Little NOPR comment.
WEQ-004 CISS Modify WEQ-004 to require tagging of intra-BA transactions (replace INT-011-1).
Source/Sink OS Source/Sink will be unmasked once a TSR is in any final state.
AFC/TFC OS Updates templates for posting of AFC and TFC information (like ATC/TTC).
Resales OS Resales will now be submitted as ACCEPTED rather than CONFIRMED.
CF OS TP’s will be able to extend the period for Biennial Reassessment of Conditional Firm.
1d Narrative OS Clarifies that TP’s will have 1 business day to post a narrative for zero ATC.
Secondary Clarifies that a TP may invalidate a request to terminate Secondary Network service
OS
Network that exceeds the capacity that is unscheduled.
Clarifies how reservations included in a Coordinated Request are handled if
SAMTS OS
displaced.
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9
Implementation In-progress
Topic Sub Description and Status
NAESB WEQ @ ISAS 05/21/19 16B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
9
Implementation Complete
Topic Sub Description and Status
NAESB WEQ @ ISAS 05/21/19 17B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Contact
With questions or feedback
Mike Steigerwald
(360) 418-2113
mlsteigerwald@bpa.gov
NAESB WEQ @ ISAS 05/21/19 18B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Background
NAESB WEQ @ ISAS 05/21/19 19B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
North American Energy Standards Board (NAESB)
Wholesale Retail
• An industry forum for
the development and Wholesale Electric Quadrant Retail Electric Quadrant
promotion of (WEQ) (REQ)
standards which will
lead to a seamless Electric Co-chairs:
Roy True (ACES)
marketplace for Josh Phillips (SPP)
wholesale and retail
natural gas an
electricity.
Wholesale Gas Quadrant Retail Gas Quadrant
• 4 quadrants (WGQ) (RGQ)
• BPA participates in
the Wholesale Gas
Electric Quadrant
(WEQ).
NAESB WEQ @ ISAS 05/21/19 20B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Summary of WEQ Subcommittees
• OASIS (OS): Owns processing of TSR’s and posting requirements on OASIS.
– By far the most active subcommittee in WEQ.
– Standards and communication protocols for OASIS (WEQ-000, 001, 002, 003, 013).
• Coordinate Interchange Scheduling (CISS): Owns tagging.
– Interchange scheduling (tagging) standards (WEQ-004) and the e-Tag Functional Specification.
– Standards and enhancements to the Electric Industry Registry (EIR).
• Cybersecurity (CSS): Ensure secure exchange of market data across the internet.
– Owns the Public Key Infrastructure (PKI) standards (WEQ-012) and the Accreditation Specification that
together govern vetting of Authorized Certificate Authorities (ACA).
– Also performs Annual Reviews of NERC/CIP.
• Demand-side Management/Energy Efficiency (DSM-EE): Emerging standards.
– Standards for Demand Response, SmartGrid, and Energy Efficiency (WEQ-015, 018, 020, 021).
• Business Practice (BPS): Owns standard development for areas not covered above.
– Takes the lead for standards development not clearly owned by another subcommittee.
• Standards Review (SRS): Support for other standard development subcommittees.
– Reviews changes to NERC standards in order to assess impact on NAESB WEQ standards.
– Reviews proposed WEQ standards for consistency and uniformity.
• Other subcommittees are ad-hoc or process-related: Annual Plan, Parliamentary, Triage, FERC Forms, etc.
NAESB WEQ @ ISAS 05/21/19 21B O N N E V I L L E P O W E R A D M I N I S T R A T I O N
Implementation of
Prior Implementation Complete major NAESB items.
Topic Sub Description and Status
April 2015: Changes to tagging and Curtailment Manager to manage overlapping
eTag 1.8.2 CISS
Reliability Limits from different TP’s.
May 2015: Enables customers to coordinate transmission requests across multiple
SAMTS OS
TP’s per FERC Order 676-H.
Rollover May 2015: Grants Rollover Rights to firm Redirects per FERC Order 676-H. Also
OS
Rights allows a customer to explicitly waive such rights.
March 2017: Implementation of wide-ranging standards for Network Integration
NITS OS
Transmission Service.
Oct 2017: Functional Specification approved to split Market Operator out as a new
eTag 1.8.3 CISS role, separate from TP and BA. Implemented industry-wide on 10/10/17. eTag
1.8.2 retired on 11/07/17.
NAESB WEQ @ ISAS 05/21/19 22You can also read
