NAESB Wholesale Electric Quadrant (WEQ) Update - Interchange Scheduling and Accounting Subcommittee Jan 21, 2021
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NAESB Wholesale Electric
Quadrant (WEQ) Update
Interchange Scheduling and Accounting Subcommittee
Jan 21, 2021
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.
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.
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 Not started from
Subcommittee Development Backlog 2021 Annual Plan.
Topic Sub Description and Status
Evaluate whether Distributed Ledger Technology (DLT) can be used to streamline
DLT WEQ Power accounting functions (API 6a). This will be an exploratory scoping effort,
rather than a standards development effort.
Update the Definitions and Acronym standard (WEQ-000) to cross-reference other
Definitions SRS
standards where those terms are used. (API 3a)
Certificates Cybr Annual review of the Authorized Certificate Authority (ACA) standards. (API 4a)
NERC CIP Cybr Annual review of the NERC CIP standards. (API 4b)
Battery Develop standards for energy storage and distributed energy resources: industry
BPS
Storage registry, information and reporting requirements, and performance metrics. (API 7)
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
Renewable
Develop standard REC Contract to improve and automate management of REC’s in
Energy BPS
the voluntary market (API 6bi).
Certificate
• Revisit proposed retirement of WEQ-006 following FERC Order 676-I. FERC
Manual declined to adopted proposed retirement due to insufficient justification. WEQ-
Time Error BPS 006 remains in effect. (API 2a)
Correction • Proposed standard does not apply to Interconnections like WECC in which
Automatic Time Error Correction (ATEC) is in place (e.g., WECC-BAL-004).
Discussing whether there should be a backup system for tagging (currently faxes are
Tag Backup CISS
still the official backup mechanism). R20011 from BPA.
Clarify some language in WEQ-005 in the Area Control Error (ACE) equation in
ACE BPS
relation to what is in the NERC Dynamic Transfer Reference Document v4. (API 1a)
Add a cross-reference table to WEQ-001 referencing other OASIS standards for
Definitions OS
select topics. (API 3b)
Add the ability see ancestors and descendant reservations from a given reservation
OASIS OS
on OASIS (eg, parents and children of a given TSR). (API 3c)
Review OASIS standards for Redirects in light of FERC clarification to Order 676-I.
FERC OS
(API 3d)
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
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
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 is
Pending Executive Committee 03/09/21.
Topic Sub Description and Status
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
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 Approved by NAESB
Pending NAESB Publication in Nov 2020.
Topic Sub Description and Status
An Appendix has been added to WEQ-004 related to Coordinate Interchange that
Checkout CISS will provide some optional “best practice” guidelines for entities that may wish to
automate NSI checkout. Will not impact WECC. (API 3.f)
NITS OS Define posting of Rollover Rights for NITS on OASIS (API 3a).
NITS OS Define some new customer query variables for NITS (API 3e).
Revised standards related to handling of Redirects in preemption/competition.
Redirects OS
Addresses gaps in standards resulting from FERC Order 676-I. (R20003)
At the request of APS, the Redirect standards were clarified to indicate that
requests are to be denied as invalid (not counteroffered) if the Redirect exceeds the
Redirects OS
parent capacity. Counteroffers are used for valid requests for which there is
insufficient ATC to grant a full offer. (R20010)
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
FERC Actions
Final Order on v003.2 NAESB Standards:
• Issued on 2/4/20 adopting (for the most part) the NAESB standards.
• Request for extension granted until Oct 27, 2021.
• Most of the OATI OASIS changes have been delivered for TP’s to
implement. Software for Preemption and Competition is still a work in
progress.
Notice of Proposed Rulemaking on v003.3 NAESB Standards:
• NAESB v003.3 standards were published on 03/30/20.
• Industry comment period closed 11/03/20. Comments filed by BPA, EEI,
and ISO/RTO.
• FERC specifically sought comment on several matters related to the
adoption of NAESB ATC Standards (WEQ-023) to replace NERC MOD.
• All commenters agreed:
o The standards provide sufficient detail to replace NERC MODs.
o If FERC feels any further work is needed, that development should be
done via NAESB.
11B 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 Nothing currently
Pending FERC NOPR pending.
Topic Sub Description and Status
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
8 v003.3 NOPR closed
Pending FERC Final Order 11/03/20.
Topic Sub Description and Status
Review WEQ-004 and other tagging standards in light of NERC proposal to retire
INT the following: INT-004-3.1 and INT-010-2.1, INT-006 (R3.1, R4, R5) and INT-009
CISS
Retirements (R2). Revised WEQ-004 incorporates NERC requirements for RFI in emergency
scenarios and that pseudo-ties be registered in the EIR.
Review WEQ-023 Modeling standard in light of NERC proposal to retire MOD
MOD
BPS standards (including withdrawal of MOD-001-2). Most content from NERC MOD-
Retirements
001-2 has been moved to NAESB WEQ-023.
Revised WEQ-004 to clarify tag timing approval windows in align with NERC INT-
Tag Timing CISS
006 (API 3h). Already implemented in eTag 1.8.4 in Sept 2020.
Modifications to the NITS standards. Several corrections; provides additional
NITS OS flexibility for managing Scheduling Rights; handles fractional MW’s for generators;
improved querying of NITS Application DNR information, etc. (API 3c)
DOE Surety At the request of DOE, OASIS standards have been updated to require providers of
OS
Assessment OASIS nodes to adopt industry “best practices” for countering cybersecurity threats.
PFV BPS Updated standards for Parallel Flow Visualization for the Eastern Interconnection.
Curtail Info on OS Posting of additional curtailment information on OASIS per FERC Order 890 (API
OASIS BPS 2.a). Only applies to Interconnection-wide congestion management curtailments.
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
8 v003.3 NOPR closed
Pending FERC Final Order (continued) 11/03/20.
Topic Sub Description and Status
3rd Party Allow for posting on OASIS of 3rd party offers of Planning Redispatch services per
OS
Planning FERC Order 890 (API 2.a.i.2). The TP is obligated to provide the posting
BPS
Redispatch mechanism on OASIS. There is no obligation for any party to use this functionality.
Update OASIS Query/Response templates to allow more flexible and efficient
Templates OS
queries for some templates (API 3b).
Update OASIS to ensure that capacity reserved for untagged Pseudo-ties is
Untagged
OS preserved for that purpose (API 3e). The basic requirement does not apply to the
Pseudo-ties
west as Pseudo-ties are tagged in the west.
PTP Rollover
OS Automatically notify customers when PTP renewal deadline approaches (API 3b).
Notification
Dynamic
OS Provides a generic email notification capability.
Notification
Clarify that the tag priority 0-NX can be used for purposes other than Next-hour
NHM OS
Market (NHM) service, such as EIM.
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
9 All OASIS changes
Pending Implementation: Order 676-I ready but PCM.
Topic Sub Description and Status
Standards for treatment of Parent reservation when Redirect is lost to Short-term
Dynegy OS
Preemption and Competition.
DUNS OS Make the use of DUNS numbers optional.
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 may 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 available.
Clarifies how reservations included in a Coordinated Request are handled if
SAMTS OS
displaced.
New OASIS request type that will be used to merge multiple “like” reservations into
Consolidation OS
a single reservation for easier tagging. Replaces “Resale-to-self”.
Preemption/ Five year effort to develop comprehensive standards for Short-term Preemption and
OS
Competition Competition.
15B 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
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
Background
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
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
Chair:
lead to a seamless Electric Josh Phillips (SPP)
marketplace for Dick Brooks
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).
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
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.
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
9 EIR/Tagging-
Implementation Done: Order 676-I related changes.
Topic Sub Description and Status
Revised WEQ-004 to clarify tag timing approval windows in align with NERC INT-006
Tag Timing CISS (API 3h). BA/TPs will have 1 minute less to act upon tag requests.
Implemented on 09/15/20 with eTag version 1.8.4.
Minor technical changes to the eTag Functional Specification as a result of the
DOE Surety
CISS Sandia National Labs security review (R19015). No functional/user changes.
Assessment
Implemented on 09/15/20 with eTag version 1.8.4.
Modify the WEQ-004 Coordinate Interchange standards for tagging and related
NERC JESS
definitions in coordination with NERC (2014 API 3.a.ii).
15-min JESS Tagging to support 15-minute Scheduling from FERC Order 764 (2013 API 3.a.iii).
Scheduling JESS Define default intervals for 15-minute Scheduling (2013 R12010).
Market Changes to support the Market Operator role. Implemented in Nov 2017 with eTag
CISS
Operator version 1.8.3.
Establish NAESB standards for the Electric Industry Registry (EIR) to replace the
EIR JESS
NERC Transmission System Information Network (TSIN). (2013 API 3.d)
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
9 Security-related
Implementation Done: Order 676-I changes.
Topic Sub Description and Status
Security – Adopt changes to the Public Key Infrastructure (PKI) and Authorized Certification
PKI
General Authority (ACA) standards (2012 API 4.c.i and 4.c.ii).
Security – PKI
PKI security changes for tagging (2012 API 4.b).
Tagging JESS
Security – PKI
OASIS communication security changes (2012 API 4.a).
OASIS OS
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
9 Changes in
Implementation N/A: Order 676-I standard only.
Topic Sub Description and Status
EIR CISS Remove all NERC references from WEQ-022 (which govern the EIR).
Modify WEQ-004 following proposed retirement of NERC INT-004-3.1 (API 1.d.i).
Dynamic & CISS NAESB standards to require RFI for Dynamic and Pseudo-ties mimic the previous
Pseudo-tie NERC standards.
Tagging
CISS Modify WEQ-004 to require tagging of intra-BA transactions (replace INT-011-1).
Add common definitions from the Retail Electric Quadrant (REQ) into the WEQ-
Definitions SRS
000 booklet used by the Wholesale Electric Quadrant (WEQ).
Consistency “Consistency” changes to remove NERC references from OASIS standards (WEQ-
OS
Changes 001, 002, 003, 013) to ensure language alignment between NERC/NAESB.
Consistency DSM- “Consistency” changes to remove NERC references from Smart Grid standards
Changes EE (WEQ-015, 018, 020) to ensure language alignment between NERC/NAESB.
DSM Modify the optional WEQ-019 smart grid standards to update the Energy Usage
Smart Grid
EE Information Model to align with other industry smart grid standards (2012 API 6.a).
ATC NAESB standards to complement NERC ATC MOD A. FERC declined to adopt
BPS
Standards these NAESB standards pending separate docket on NERC ATC MOD standards.
Manual Time Retire WEQ-006 (Manual Time Error Correction) due to NERC retirement of BAL-
Error BPS 004. FERC declined to adopt this proposed retirement of the NAESB standards for
Correction Time Error Correction. WEQ-006 remains in effect. 22B 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.
23B 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 is not always
Executive Committee Rejected successful…
Topic Sub Description and Status
NAESB has twice attempted to pass standards on how competition for Long-term
Rollover Rights will occur. Both attempts failed. Fundamental disagreement at the
Competition EC level on whether a unified standard is necessary or even desired.
OS
for Rollover
BPA is working with Southern Company to see if there is a way forward in support of
a 3rd attempt at standards.
24B 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
WEQ Voting Hierarchy & BPA Representation
Board of Directors
* The Membership level is BPA’s last vote. Marchelle Watson (T)
Standards are not voted on at the BOD.
Membership Marketing Generation Distribution/LSE Transmission
Andy Meyers (P) Scott Winner (P) Eric Carter (T) Mike Bausch (T)
Segment Level*
Executive Marketing Generation Distribution/LSE Transmission
(None) (None) Mike Steigerwald (T) (None)
Committee Level
OASIS Business Practice
Danielle Johnson (T) CISS
Rebecca Berdahl (T)
Mike Steigerwald (T) Mike Norris (T)
Mike Steigerwald (T)
Ann Shintani (P) Zack Buus (T)
Ann Shintani (P)
Subcommittee Andy Meyers (P) Robert Edwards (P)
Andy Meyers (P)
Scott Winner (P)
Level
Cybersecurity (T) DSM-EE Standards Review
TBD (T) Todd Amundson (PE) TBD (T)
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