NAESB WEQ Update

Interchange Scheduling and Accounting Subcommittee

Jan 16, 2018

Mike Steigerwald

BPA

B 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

• 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, and I also

sit on the OASIS subcommittee.

Objective

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B 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

Topic Sub Description and Status

EIR OS Require OASIS to use EIR to validate request information (API 3c).

Templates OS Update OASIS Query/Response templates to allow more efficient queries (API 3d).

ROFR Notify OS Automatically notify customers when renewal deadline approaches (API 3e).

NITS OSOATI and an informal industry user group has been maintaining a list of changes to

the NITS standards that were discovered in the NITS implementation (API 3f).

NERC CIP Cybr Annual review of the NERC CIP standards.

ACA Cybr Annual review of the Authorized Certification Authorities (ACA) accreditation.

Subcommittee Development Backlog

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Approved in the 2018 Annual Plan.

B 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

Topic Sub Description and Status

Curtail Info

on OASIS

OS

BPS

Posting of additional curtailment information on OASIS per FERC Order 890 (API

2.a.i.1).

3rd Party

Redispatch

OS

BPS

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). Will likely be voted on by end

of Jan.

Redispatch

Options

OS

BPS

Enhance the TSR result postings to allow showing of available generation redispatch

options (API 3.a). Will be voted on by end of Jan.

Postings for

Denied TSR

OS

BPS

Enhance the TSR result postings to show limiting transmission elements for denied

requests, including denied Coordinated Requests (API 3.b). Will be voted on by end

of Jan’18.

Untagged

Pseudo-tiesOS

Update OASIS to ensure that capacity reserved for untagged Pseudo-ties is

preserved for that purpose (API 3g). Just started in Jan.

Interchange

Modeling OS

Improve transmission planning models by making visible a complete path associated

with long-term firm interchange when partial path requests are made (API 3h). Just

started on in Jan.

FERC

eFormsN/A

Effort to define standards for filing various FERC forms via XML. This is a very

technical forum discussing XML protocols. Forms such as: 1, 1F, 2, 2-A, 3-Q, 6, 6-

Q, FERC-60, and FERC-714. Long-standing and ongoing effort.

Subcommittee Development In-progress

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B 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

Topic Sub Description and Status

ACA Cybr

Annual review of the Authorized Certification Authorities (ACA) accreditation

standards by the NAESB Cybersecurity subcommittee. Changes to identity proofing

requirements. Formal Comment period ended 11/10/17 with no comments.

Pending Executive Committee

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Scheduled for Feb’18 EC meeting.

B 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

Topic Sub Description and Status

Consolidation OS

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

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.

Market

OperatorCISS

Changes needed to WEQ-002 (S&CP), WEQ-004 (Coordinate Interchange), and

Electric Industry Registration (EIR) to support the Market Operator role for eTag

1.8.3. Approved by NAESB Sep’16.

EIR CISSRemove all NERC references from WEQ-022 (which govern the EIR). Approved by

NAESB Mar’17.

Manual Time

Error

Correction

BPSRetire WEQ-006 (Manual Time Error Correction) due to NERC retirement of BAL-

004. Approved by NAESB Mar’17.

Dynamic &

Pseudo-tie

Tagging

CISS

Modify WEQ-004 following retirement of NERC INT-004-3.1 (API 1.d.i). NAESB

standards to require RFI for Dynamic and Pseudo-ties mimic the previous NERC

standards. Approved by NAESB Sept’17.

Eastern TLR BPSModifications to WEQ-008, which are the TLR standards that only apply to the

Eastern Interconnection.

v003.2 Published by NAESB 12/08/17

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Now pending FERC NOPR.

B 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

Topic Sub Description and Status

Preemption/

CompetitionOS

Five year effort to develop standards for Short-term Preemption and Competition

was completed per FERC Order 890. Approved by NAESB Nov’17.

Consistency

ChangesOS

In July, the OASIS subcommittee also approved various changes to OASIS

standards (WEQ-001, 002, 003, and 013). These are considered “consistency”

changes to remove NERC references, ensure language alignment between

NERC/NAESB, etc. Approved by NAESB Nov’17.

Consistency

Changes

DSM

-EE

In Aug, the DSM-EE subcommittee approved various changes to WEQ-015, 018,

and 020. These are also “consistency” changes to ensure alignment between

NERC/NAESB. Approved by NAESB Nov’17.

NERC CIP CybrAnnual review of the NERC CIP standards by the NAESB Cybersecurity

subcommittee. No changes recommended for 2017.

Included in v003.2 NAESB Publication

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Approved by WEQ EC in Oct’17.

B 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

Topic Sub Description and Status

Entergy OSStandards for treatment of Parent reservation when Redirect is lost to Preemption

and Competition per FERC Order 676-H. Lots of NOPR comments to FERC.

ATC

StandardsBPS

NAESB standards to complement NERC ATC MOD A. In the NOPR, FERC declined

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

NetworkOS

Clarifies that a TP may invalidate a request to terminate Secondary Network service

that exceeds the capacity that is unscheduled.

SAMTS OSClarifies how reservations included in a Coordinated Request are handled if

displaced.

Pending FERC Final Order

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v003.1 published 09/30/15. NOPR closed Sept’16.

B 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

Topic Sub Description and Status

eTag 1.8.3 CISS

Functional Specification approved to split Market Operator out as a new role,

separate from TP and BA. Implemented industry-wide on 10/10/17. eTag 1.8.2

retired on 11/07/17.

Implementation Complete

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B 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

With questions or feedback

Mike Steigerwald

(360) 418-2113

mlsteigerwald@bpa.gov

10NAESB WEQ @ ISAS 01/16/18

Contact

B 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

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WEQ Triage and Prioritize Request

SubcommitteeStandard

Developmentand Vote

1

Implementation Directive to Industry

Standard development Directive to NAESB

Industry

SRS

NERC

FERCOrder

2

3

4

5

6

78

IndustryFormal Comment

to NAESB EC(30 days) WEQ

Executive Committee

Vote

WEQ Membership

Segment Vote (30 days)

Standards Published &

filed with FERC (1-2 years)FERC

Issues NOPR to Industry

Voluntary for jurisdictional entities until ‘adopted by reference’ by FERC Order.

Industry has 60 days to comment to FERC on proposed standards.

IndustryInformal Comment

to NAESB(30 days)

Annual Planningprocess

EC considers:1. Standards approved by the

subcommittee in step 2.2. Formal comments filed by

industry in step 3.

B 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

• 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 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,

Gas-Electric Harmonization, etc.

Summary of WEQ Subcommittees

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