20171218PAC to Staff Attachment-5 Utah.pdf

WECC
WECC Reliability Coordination
Seasonal System Operating Limits
Coordination Process
Rev.1.0
By
Reliability Coordinator
Western Electricity Coordinating Council
November 26,2013
WESTERN ELECTRICITY COORDINATING COUNCIL -RELIABILITY COORDINATION
7600 NE 410 STREET SUITE 201 VANCOUVER WASHINGTON 98662-6772
4850 HAHNS PEAK DRIVE SUITE 120 LOVELAND COLORADO 80538-6001
Table of Contents
Applicability.....................................................................................................................4
Effective Date..................................................................................................................4
Definitions and Terms .....................................................................................................4
Future Revisions .............................................................................................................4
Impacted Entity/TOP.......................................................................................................5
A.RC Seasonal SOL Coordination Process Document .................................................5
B.AdequateCoordination of Seasonal Studies,Plans,Processes and Procedures......6
AdequateCoordination ..............................................................................................6
Seasonal Checklist Forms .........................................................................................8
C.Purpose of Seasonal Operating Studies ....................................................................8
D.Scope of Seasonal Operating Studies .....................................................................10
E.Base Case Development.........................................................................................10
F.Study Outline ...........................................................................................................11
G.Peer Review of Seasonal Studies............................................................................11
Peer Review and ApprovalCriteria ..........................................................................11
ApprovalProcess.....................................................................................................12
Resolution of OutstandingReliability Issues ............................................................12
H.Role of TOPs in the Seasonal SOL Coordination Process ......................................12
I.Role of Subregional OperationsPlanning Study Groups .........................................13
J.Role of the WECC RC in Seasonal SOL Coordination ............................................15
K.Role of the WECC RE in Seasonal SOL Coordination.............................................16
L.Pathllnterface/BES Facility Selection/Deselection Criteria ......................................16
Selection Criteria:..............16
Deselecting Criteria:..............17
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M.Credible Contingencies............................................................................................17
N.Facility Outages.......................................................................................................17
O.CommunicatingSOLs/IROLs...................................................................................17
P.Timelines for Seasonal Operating Studies,Plans,Processes and Procedures .......18
Q.Controlled Copy .......................................................................................................18
R.Contact Information..................................................................................................18
Version History..............................................................................................................19
Appendix'I':Definitions and Terms...............................................................................20
Appendix'll':Seasonal Operating Study Outline...........................................................21
Appendix'lll':Seasonal Operating Study Checklist Form .............................................25
Appendix'IV':Seasonal Operating Procedures Checklist Form....................................26
Appendix'V':Seasonal Coordination Timelines............................................................28
Appendix'Vl':Seasonal SOL/IROL Table .....................................................................30
Appendix'VII':SOL Communication Table ...................................................................31
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Applicability
Transmission Operators (TOP)
WECC Reliability Coordinator (RC)
WECC Reliability Entity (RE)
Unless specified,the requirements in this document apply to seasonal pathlinterface-
centric studies and also to seasonal operating studies where multipleTOPs are
impacted.
This Seasonal SOL Coordination Process is an extension of the WECC RC System
Operating Limits Methodologyfor the OperationsHorizon and is therefore a component
of TOPs'responsibilities to establish SOLs.
Effective Date
This revision of the WECC RC Seasonal SOL Coordination Process shall be fully
effective beginning with coordination of seasonal studies for the summer 2014 operating
season.
Definitions and Terms
The capitalized terms used in this WECC Reliability Coordination Seasonal SOL
Coordination Process shall have meanings set forth in AppendixI or,if not set forth
therein,shall have meanings given them in the current version of the WECC Reliability
Coordination System OperatingLimits Methodologyfor the OperationsHorizon.
Future Revisions
This document is a living document that will be revised as needed to address new and
outstandingreliability issues,including the continued developmentof an RC Area-wide
seasonal operations planning and assessment approach that is most beneficial to Bulk
Electric System (BES)reliability in the WECC RC Area.
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Impacted Entity/TOP
In several locations in this document,the term 'impacted entity'or 'impacted TOP'is
used to indicate the need to follow-up,coordinate and resolve any reliability issues
uncovered by a study or analysis.Impacted entities/TOPs are also to be consulted in
the developmentof plans,processes and procedures as part of ensuring acceptable
system performance.
The followingare some of the guidelinesTOPs could use to identify impacted entities:
1.Studies in one TOP Area identify violation of published criteria in another TOP Area.
2.Study results reveal simultaneous interaction resulting in a nomogram relationshipof
conditions in one TOP Area versus those in another TOP Area.
3.One or more of the applicable Credible Contingencies studied in one TOP Area
results in SOL exceedances in another TOP Area.
4.In the course of base case adjustmentsin preparation for a study,SOL exceedances
are observed in another TOP Area.
5.Studies involve transmission paths or BES Facilities that are jointlyowned or
operated by multipleTOPs.
A.RC Seasonal SOL Coordination Process Document
This document is the WECC RC Seasonal SOL Coordination Process referenced
in the WECC RC SOL Methodologyfor the OperationsHorizon.TOPs,subregional
study groups and the RC shall follow the processes stipulatedherein when
coordinating and implementingseasonal operating studies and establishing
seasonal SOLs (including SOLs that qualify as IROLs).The document establishes
the scope,purpose and process for coordinating and implementingseasonal
operating studies and developingplans,processes and procedures that support
operation within the established seasonal SOLs.
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The purpose of the WECC RC Seasonal SOL Coordination Process is to facilitate
reliable operation of the BES in the WECC RC Area by:
1.Providing a mechanism by which the RC and TOPs ensure that seasonal SOLs
(including SOLs that qualify as IROLs)are established consistent with the RC
SOL Methodologyfor the OperationsHorizon.
2.Ensuring that coordinated operating plans,processes and procedures are in
place prior to the beginning of each operating season,and that relevant
operating tools are developedand adequatetraining for System Operatorsand
other operating personnel has been provided.
3.Promoting effective coordination of seasonal operations planning activities
within the WECC RC Area.
4.Ensuring consistent study methodologieswhen performing seasonal
assessments,establishingseasonal SOLs (and subset of SOLs that qualify as
IROLs),and verifying acceptable performance for the projected seasonal
system conditions.
5.Providing reporting requirements for communicating seasonal study results.
6.Instigating peer review of seasonal studies via the subregional study group
forums.
7.Defining the specific role of various entities (TOPs,subregional study groups,
RC,etc.)in the seasonal coordination process.
B.Adequate Coordination of Seasonal Studies,Plans,
Processes and Procedures
Adequate Coordination
For consistency in the WECC RC Area,the followinglist of actions shall define
what 'adequatecoordination'of seasonal operating studies,plans,processes and
procedures entails.A common understanding of this will facilitate reliable operation
of the BES in the WECC RC Area.
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1.Impacted TOPs have been identified by the TOP(s)performing the seasonal
operating studies.This applies to TOPs internal and external to the subregional
study group.
2.Lead TOP(s)has been selected to perform the seasonal studies and/or develop
operating plans,processes and procedures.
3.A study plan has been developedand concerns from impacted TOPs -
including concerns from the subregional operating study groups -have been
addressed.
4.Operating studies have been shared among all impacted TOPs and impacted
study groups,and the technical study results agreed upon.
5.Transmission path or BES interactions have been recognized by the impacted
TOPs.(Coordination of seasonal operating studies,plans,processes and
procedures is not lirnited to WECC pathsonly.)
6.Entities with operating responsibilitiesof the identified interactive transmission
paths or BES Facilities have agreed on their specific roles and responsibilities
in preventing and mitigating SOL or IROL exceedances (e.g.,clear and
practical instructions for unloading an overloaded system Facility or
transmission pathlinterfacehave been established).
7.Complimentaryprocedures,that supportoperation within the established SOLs
and IROLs have been coordinated among the impacted TOPs and these
complementaryprocedures have been agreed upon by impacted TOPs.
8.Operating plans,processes and procedures have been developedconsistent
with this WECC RC Seasonal SOL Coordination Process and other applicable
WECC RC Instructions.
9.Where applicable,scheduling methodology(ies)and curtailment plans are in
place to preventand mitigate exceedance of established seasonal SOL and
IROL.
1 These are specific TOP procedures that include detailed actions that TOP Operators must take to
mitigate the identified reliability condition in coordination with other TOPs.
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10.If operating plans,processes and procedures involve operating within a
nomogram due to simultaneous interactions,the plans,processes and
procedures must address the specific actions and roles to be taken by
immediatelyinvolved TOPs and Balancing Authorities.
11.Where disagreementsarise and cannot be reconciled by the beginning of the
season,the impacted TOPs have defaulted to interim conservative operating
limits-or other agreed upon limits-and applicableplans,processes and
procedures for use while awaiting dispute resolution.The WECC RC will
ensure that an appropriate SOL is selected for use in the upcoming operating
season.If the issue is not resolved to the satisfaction of the disagreeing
parties,that shall be taken up in the WECC dispute resolution process.
Seasonal Checklist Forms
To facilitate coordination of operating studies and associated operating
procedures,TOPs are required to completethe followingchecklist forms:
1.Seasonal Operating Study Checklist (see AppendixIII):
a.Must be completedfor seasonal operating studies where multipleTOPs are
impacted.
b.Must be completedby the TOP responsible for performing the seasonal
studies and shall be attached to the study report.
2.Seasonal Operating Procedures Checklist Form (see AppendixIV):
a.Must be completedand attached to the operating procedure for each
transmission path listed in NERC Standard TOP-007-WECC-1.
b.Must also be completedand attached to seasonal operating procedures that
supportoperation within the established SOLs (including SOLs that qualify
as IROLs)that impact multipleTOPs.
C.Purpose of Seasonal Operating Studies
Generally,seasonal SOL studies define permissible operating boundaries -SOLs
(including SOLs that qualify as IROLs)for all elements in service -for the
expectedsystem conditions.Seasonal studies also predict and evaluate expected
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system conditions in a given season;i.e.,system topologiesand resource and
demand patterns;so as to verify acceptable performance and establish SOLs for
the projected conditions.
Seasonal operating studies in the WECC RC Area serve the followingpurposes:
1.Verify that the system can be operated reliably given the projected system
conditions.
2.Verify acceptable BES performance for the projected system conditions.
3.Establish seasonal SOLs (including SOLs that qualify as IROLs)for the
expectedsystem conditions.
4.Uncover IROLs for the expectedsystem conditions.
5.Establish seasonal book-ends (upper limits)of SOLs for use in the season,«
conservative seasonal SOLs that can be used as defaults if further studies are
not performed in shorter horizons,as necessary.
6.Developmitigation actions and developrelevant plans,processes and
procedures for preventing and mitigating SOL exceedances.
7.Identify operationalissues that could be encountered given expectedsystem
conditions and any expectedlong-term outagesin the season.
8.Identify system weakness ahead of time and take proactive mitigation actions in
preparation for the season.
9.Determine interactions and impacts of contingencies (Single Contingencies,
Credible MultipleContingencies,and applicable RegionallyCritical Multiple
Contingencies)and power transfers on BES reliability.
10.Determine interactions and impacts of operations in one TOP Area on other
TOPs.
11.Demonstrate compliance with applicable NERC ReliabilityStandards.
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D.Scope of Seasonal Operating Studies
The scope of seasonal operating studies performed as part of the RC Seasonal
SOL Coordination Process includes the following:
1.SOL studies for WECC Major Paths identified in the NERC ReliabilityStandard
TOP-007 WECC-1 Table.
2.SOL studies for other WECC Paths that are not listed in TOP-007 WECC-1
Table that subregional study groups and the RC identify as critical for the
WECC Interconnection.This may be based on known or potentialimpact on
other paths/interfaces,historical performance,system disturbances,system
analysis,Real-time monitoring,etc.
3.Non-path centric studies for verifying acceptable BES performance and
establishingnon-path SOLs in a TOP Area,as necessary (e.g.,for load
areas/pockets).These non-path centric studies are within the scope of the RC
Seasonal SOL Coordination Process when more than one TOP is impacted.
4.Other studies as identified and coordinated by TOPs,subregional study groups,
and the RC;e.g.,seasonal reliability assessment for multipleTOP Areas or the
entire RC Area.
E.Base Case Development
Developmentand approvalof operating base cases (in both PSLF2 and PSS/E3
formats)4 USed for seasonal studies is coordinated by the WECC Regional Entity.
Since TOPs must use the approved operating base cases as starting power
system conditions,it is importantthat these base cases (power flow and dynamics)
are published by the WECC RE in time to implementseasonal studies per the
Seasonal Coordination Timelines in AppendixV.
2 Positive Sequence Load Flow/GE PSLF Software.
3 Power System Simulator for Engineering.
4 Or other recognized formats as determined by the WECC RE.
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Depending on the studies being undertaken,TOPs shall coordinate with impacted
entities to adjustthe approved operating base cases and reflect the specific
conditions being studied.Coordinated base cases must be completedin a timely
manner.
If there is a delay in the publication of an approved operating base case,the
WECC RC and the subregional study group chairs shall convene and determine an
appropriate course of action.
F.Study Outline
For consistency and to aid in the review of adequacy of seasonal operating
studies,TOPs shall follow the seasonal operating study outline provided in
Appendix II when implementingstudy reports.
G.Peer Review of Seasonal Studies
The WECC RC Seasonal SOL Coordination Process requires peer review and
approvalof seasonal operations planning studies by TOP representativesin the
subregional study groups to ensure reliability issues are adequatelyaddressed.
Peer Review and Approval Criteria
Approvalshall be granted when peer review is deemed successful by reviewing
TOP representativesaccording to the following:
1.The SOLs (including SOLs that qualify as IROLs)established by the study are
consistent with the WECC RC SOL Methodologyfor the OperationsHorizon.
2.Peer review has taken place,the established study plan has been followed and
the technical study report is judged satisfactory by the reviewing TOP
representative(s).
3.Peer review of seasonal operating studies and the established seasonal SOLs
(including SOLs that qualify as IROLs)by the subregional study group(s)is
consistent with the requirements for adequatecoordination of studies stipulated
in the WECC RC Seasonal SOL Coordination Process.
4.All legitimatereliability issues raised in the study review process have been
satisfactorily resolved by the impacted TOPs.
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Approval Process
Each subregional study group shall developa formal study approvalprocess that
provides TOP representativesthe opportunity to voice outstandinglegitimate
reliability issues.This approvalprocess is intended to ensure that reliability issues
impacting more than one TOP have been adequatelyaddressed and that proper
coordination has taken place.Approvalof a seasonal study report and established
SOLs by the TOPs and the subregional study groups is not intended to guarantee
that the BES will demonstrate Real-time reliability when operating within the
SOLllROL levels established in the study report.
Resolution of Outstanding ReliabilityIssues
Satisfactory resolution of outstandinglegitimatereliability issues is in the interest of
BES reliability in the WECC RC Area.Where reliability concernslissues are raised,
the subregion shall initiate a process to satisfactorily address each legitimate
reliability issue.
If attemptsto reach unanimity remain unachievable,the subregion shall document
each of the minority positions and formallybring these to the attention of the
WECC RC to help facilitate resolution.Each dissenting TOP shall provide proof of
detriment to BES reliability.
H.Role of TOPs in the Seasonal SOL Coordination Process
TOPs shall have the followingroles and responsibilities:
1.Appointa TOP representativeto the subregional operations planning study
group(s)for the subregion(s)in which the TOP Area resides.
2.Establish SOLs (including the subset of SOLs that qualify as IROLs)consistent
with the WECC RC SOL Methodologyfor the OperationsHorizon.
3.Coordinate and implementseasonal operations studies (path and non-path
centric)consistent with this WECC RC Seasonal SOL Coordination Process.
4.Developseasonal operating study plans and submit to the subregional study
group in which the TOP Area resides for peer review,comments,and approval
prior to performing the studies.
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5.Timelyupdate and publish the list of Credible Contingencies for its TOP Area
for use in seasonal analysis.
6.Peer review and approve seasonal studies as appropriate.Ensure all reliability
concerns from TOPs internal and external to the subregion are addressed
before the new operating season starts.
7.Post the approved seasonal operating study reports and detailed results
togetherwith the seasonal study checklist to the secure portion of the
WECCRC.ORG site,in time to developthe required seasonal operating plans,
processes and procedures.The posted results are those that have been
reviewed and approved by subregional study groups.
8.Completeand attach the seasonal SOL checklist to the seasonal operating
procedure document.
9.Make study cases used to establish identified SOLs/IROLs available when
requested by the RC or other TOPs.
I.Role of Subregional Operations Planning Study Groups
There are four WECC subregions in the WECC RC Area:Northwest/Canada,
Rocky Mountain,Arizona/New Mexico/Nevada,and California/Mexico.
Four subregional study groups are recognized by the WECC RC as being
responsible for coordinating studies within each subregion.These study groups
are:
1.The Northwest OperationalPlanning Study Group (NOPSG)representing
the Northwest/Canada subregion;
2.The Rocky Mountain Subregional Study Group (RMSG)representing the
Rocky Mountain subregion;
3.The Southwest Area Subregional Group (SASG)representing the
ArizonalNew Mexico/Nevada subregion;and
4.The OperationsStudy Subcommittee (OSS)representing the
California/Mexico subregion.
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Membership of the subregional study groups is open to all TOPs in each
subregion.To facilitate effective coordination of operations planning studies in a
subregion,it is the responsibility of TOPs to actively participate in subregional
study groups in their respective subregions.
In addition,subregional study group chairs will serve as liaison representativesfor
their subregional study groups in each of the other subregional study groups.The
WECC RC participates in each subregional study group.
The roles and responsibilities of subregional study groups include the following:
1.Elect a Chair who is expected to:
a.Coordinate and facilitate study review meetingsand approvalof study plans,
reports and related SOLs (including SOLs that qualify as IROLs).
b.Serve as the liaison for the subregion when interacting with the RC and
other subregions.
c.Tabulate and submit seasonal SOL table(s)for the subregion to the WECC
RC per AppendixVI.
2.Review and coordinate developmentand approvalof seasonal study plans and
schedules for the subregion to ensure timelycompletionof seasonal operating
studies.
3.Review and coordinate seasonal SOL studies and other seasonal operations
planning studies according to the RC Seasonal SOL Coordination Process.
4.Where system interactions outside the subregion are known to exist or are
identified,coordinate and communicate study results with impacted subregions.
5.Address reliability concerns and issues raised by TOPs internal and external to
the subgroup.
6.Identify paths or systemsin the subregion that need to be studied and the
system conditions under which they should be studied.Provide pertinent
information to the WECC RC and other subregions.
7.Absent a consensus regarding SOL and presented study results,document the
majority and minority positions.
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8.Ensure seasonal operating studies are completedin time for coordinating
required operating plans,processes and procedures that supportoperation with
established SOLs/IROLs.
9.Identify sub-100-kV Facilities that the TOPs in the subregion must model and
monitor as part of the seasonal studies.
10.Provide technical study supportand coordination as requested by the TOPs
and WECC RC in support of the developmentoperating procedures.
11.Establish a process for periodic review of the required seasonal studies.For
example,if a path has an established critical season,only that season needs to
be studied until such time that a periodic review has verified that the critical
season is no longer valid.
J.Role of the WECC RC in Seasonal SOL Coordination
The roles and responsibilities of the RC in the WECC RC Seasonal SOL
Coordination Process include the following:
1.Ensure seasonal SOLs (including SOLs that qualify as IROLs)are established
consistent with the WECC RC SOL Methodologyfor the OperationsHorizon.
2.Ensure that seasonal SOL studies and associated plans,processes and
procedures are coordinated consistent with this WECC RC Seasonal SOL
Coordination Process.
3.Developand maintain the WECC RC Seasonal SOL Coordination Process.
4.Ensure consistency in seasonal SOL studies used for establishingSOLs
(including SOLs that qualify as IROLs)in the WECC RC Area.
5.Organize and facilitate meetingswith subregionalstudy group chairs to discuss
and resolve any outstandingreliability issues related to established seasonal
SOLs and IROLs prior to each operating season.
6.Facilitate dispute resolution for legitimatereliability issues related to seasonal
SOLs (including SOLs that qualify as IROLs).It is not the responsibility of the
RC to resolve contractual or commercial issues that may exist between TOPs.
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K.Role of the WECC RE in Seasonal SOL Coordination
The roles and responsibilities of the WECC RE in the WECC RC Seasonal SOL
Coordination Process include the following:
1.Coordinate and ensure that approved seasonal operating base cases are
prepared,approved and made available to TOPs in a timelymanner in the
PSLF and PSS/E formats.See timelines in Appendix V.
2.Address base case issues raised by TOPs and the RC;e.g.,any delays in base
development.
L.Pathlinterface/BES Facility Selection/Deselection Criteria
Selection Criteria:
Any path/interface/Facility(ies)that meets any of the followingcriteria qualifies to
be selected for study under the WECC RC Seasonal SOL Coordination Process:
1.Transmission paths applicable to the NERC Standard TOP-007-WECC-1 in the
most current Table titled "MajorWECC Transfer Paths in the Bulk Electric
System"provided at:
http://www.wecc.biz/Standards/Approved%20Standards/Supportinq%20Tables/Table%20Maior
%20Paths%204-28-08.pdf.
2.Transmission path/Interface/Facility(ies)other than those in (1)above that
impact multipleTOPs.
3.A change in definition of the pathlinterfacepreviously studied in the seasonal
process.
4.Studies in the Near-Term Transmission Planning Horizon or other analysis
have identified system interactions that point to the need to further analyze the
pathlinterface/FacilitySOLs in the seasonal study process.
5.Pathlinterface/Facility(ies)identified by subregional study group(s)or the
WECC RC,at their discretion,to study under the WECC RC Seasonal SOL
Coordination Process.
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Deselecting Criteria:
A pathlinterface/BESthat meets any of the followingcriteria qualifies to be
deselected from being studied under the WECC RC Seasonal SOL Coordination
Process followingapprovalby the subregional study group(s)and the RC:
1.The TOP(s)has demonstrated that the pathlinterface/Facility(ies)no longer
impacts other paths/interfaces/Facility(ies),or any impacts defined are confined
to a local area within the single TOP Area.
2.The TOP(s)has shown that the pathlinterface/Facility(ies)is insensitive to
seasonal variations in load or generation patterns.
3.Impacted TOP(s)agree that there is no need for a seasonal study and the
subregional study group concurs.The rationale for this decision is
documented.
M.Credible Contingencies
See SOL Methodologyfor instruction on selection of Credible Contingencies.
TOP(s)shall include the list of Credible Contingencies selected for analysis in the
seasonal study plan.
N.Facility Outages
Major/critical planned Facility outagesthat meet the followingcriteria must be
studied as out of service in the seasonal study:
1.The Facility outage spans the entire season being studied,or
2.The Facility is planned to be out of service during the critical conditions
selected for seasonal study.For example,if peak load conditions are being
studied and the Facility is planned to be out of service during that period,that
Facility must be taken out of service in the adjustedstudy case.
O.Communicating SOLs/IROLs
For the identified seasonallycoordinated SOLs (including SOLs that qualify as
IROLs)TOPs shall completethe SOL Communication Form in AppendixVII and
attach the form as an appendixto the seasonal study report.This form provides
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relevant information for the established SOLs and shall be reviewed as part of the
seasonal study report.
P.Timelines for Seasonal Operating Studies,Plans,
Processes and Procedures
To ensure adequatelycoordinated seasonal operating studies,plans,processes
and procedures are in place,and the relevant training and direction is provided to
the System Operators and other support personnel prior to the beginning of the
new season,TOPs in the WECC RC Area shall meet the specific timelines
stipulatedin AppendixV.TOPs and subregional study groups shall take these
timelines into consideration when coordinating subregional study group activities.
Q.Controlled Copy
Only the online electronic copy of the RC Seasonal SOL Coordination Process
posted on the WECCRC.ORG site is controlled.Printed copies may be out of date.
R.Contact Information
For information about this WECC RC Seasonal SOL Coordination Process,or if
you have any questions,please contact [e-mail],contact
the followingWECC RC operationsengineering staff:
Jaison Tsikirai (primary contact)at [phone] or [e-mail]
Vic Howell (alternatecontact)at [phone] or [e-mail]
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Version History
Version Date Action By Change Tracking
1.0 11/26/2013 Issued for Jaison Tsikirai Original process document
implementation
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Appendix T:Definitions and Terms
Defined Term.Defined terms and definitions,if any,to be added here.
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Appendix 'II':Seasonal Operating Study Outline
[Name of Study]
Seasonal Operating Study Report
For
[Identified Season]
Performed By:
[Name of Entity Providing Report]
[Subgroup /Region]
[Date]
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[Study Name]
[Season]
System Operating Limit
Study Report
Table of Contents
Table of contents -needed for large studies to facilitate review
Executive Summary
1)Summary of System Operating Limits established.
2)Identification of the limiting or critical conditions,elements,and Contingencies,etc.
3)Load/GenerationImpacts identified.
4)Nomograms to be used,if any.
5)Additional study highlights,etc.
Study Scope/Description
6)What is being studied?
7)Geographical overview diagrams,etc.
8)Path/interface or system description (if applicable).Indicate location of metering points
for paths/interfaces.
9)Include study scope;i.e.,whether this is a full/comprehensive study,and when SOL
Limit was last studied.
10)Indicate what the critical season is for the Path/System being studied.
Study Case Description and Adjustments
1)Starting approved WECC Base Case(s)used.
2)Identified changes to Base Cases (include a summary discussion of adjustments made to
the starting base case,(e.g.,Load,Generation,and Topology).
3)How System was stressed (include a brief description of major actions taken to stress
the starting case to arrive at the studied system conditions).
4)Identification of planned facilities out of service that were studied.
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5)Table of Pertinent Data (Generation,Load,Path Flows,etc.)for each base case.(This
allows for quick assessment of conditions that were studied.)
6)Other Pertinent Study Assumptions Used (e.g.,shunt capacitors were modeled as shunt
devices not as synchronous condensers).
RAS /SPS Studied
1)Identification of RAS/SPS actions employed in the study (include brief description of RAS
and key actions studied).
2)Mention whether the RAS is expected to be unavailable.
Study Criteria
1)Include a description of study criteria used in this particular study (e.g.,voltage limits,
steady state (post-transient)voltage stability limits,transient stability limits,Facility
Ratings).
2)Identify any exceptions used in the study (e.g.,post transient voltage deviation of -16%
acceptable at Bus XY following a Credible Multiple Facility Contingency).
Post-Disturbance Steady State Study Assessment
1)List of Contingencies simulated (e.g.,SCs and credible MCs applied,e.g.,N-1,N-2,
Breaker Failure,RAS Actions).
2)Summary Table of Steady State Study Results (include the most limiting thermal and
voltage limits identified and associated Contingencies).
Reactive Margin Assessment
1)Identified Cases at 5.0%(SCs)and 2.5%(MCs)of SOL Limit (PVs and VQ.s,etc.).
2)Summary Table of Results (Contingencies,Margin,etc.).
Transient StabilityAssessment
1)List of Contingencies applied in the study (SCs,Credible MCs,etc.).
2)Switching Sequences and case data should be available upon request.
3)Any other study assumptions made.
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Interactions with Other Paths/Systems
1)Describe identified path/interface interactions,if any,and describe the nature of
impact.
2)Include other systems significantlyimpacted,if any,and describe the nature of impact.
3)Information in this section will later serve to identify the TOPs that need to work
together when coordinating developmentof plans,processes and procedures that
support operation within established limits.
Conclusions
1)Summary of significant study findings and proposed seasonal SOLs/IROLs.
2)Include identification of the limiting and critical conditions,elements,and
Contingencies,etc.
SOL Communication Form(s)
1)Complete and attach SOL communication form referenced in AppendixVII of the
WECC RC Seasonal SOL Coordination Process.
Appendices
1)Power Flow Plot Diagrams.
2)Stability Plots (Bus Voltages,Rotor Angles,Frequency,etc.).
3)Other Supporting Documentation.
4)Number each Appendixfor ease of review.
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Appendix 'III':Seasonal Operating Study Checklist Form
Must be completed by the TOP responsiblefor performing studies and submitted with the study report.Applies to
operating studies where multiple TOPs are impacted.
Seasonal OperatingStudy checklist Form -Version 01
Enter season for which this study was carried out e.g.,Summer 2014
ITEM Description Yes/No
1 Path Number or System Description e.g.,P800
2 Subregion(s)that reviewed the study California/Mexico
3 Path/Facility Rating,if any (may not be equal to SOL)4000 MW East /3000 MW West
4 TOP(s)performingstudies TSX
5 Impacted Path(s)/Systems Path 766,Path 575,Path 367
Impacted TOPs (work with same entities when developing6 TSX,XYZ,WXY,VWX,PQRplans,processes and procedures)
Was the study plan approvedby the impacted TOPs and the subregional study group(s)prior to7 Yesimplementingthestudies?
8 Were technical studies coordinated with the impacted TOPs?Yes
9 Are base case adjustments adequately documented in the study report?Yes
Does the study report include all sections in the Seasonal Operating Study outline?10 YesIf'No',briefly explain why the standard outline was not followed in this instance:
11 Identified Path/Facility SOL 3850 MW East|2500 MW West
State nature of limitation (transient stability,voltage,steady state voltage12 Thermalstability,thermal limited,or other)
13 Have the limiting/critical elements and contingencies been identified in the study report?Yes
14 If so,briefly state,e.g.,Limited by post-contingency 30-minute emergency rating of the Abcd -Efgh 138-kV
line for loss of 'wxyz'line
15 Identified Path/Facility SOL that qualifies as an IROL 5500 MW East
16 State nature of limitation (transient stability,voltage,steady state voltage Steady state voltage
stability,thermal limited,or other)stability
17 If so,briefly state,e.g.,Voltage collapse following credible double line loss of Line #3 and Line#4;>1200
MW impacted in TOP areas TSX,XYZ and WXY
18 Has an operating nomogram been defined in the study?If yes,briefly describe No
19 Are the power flow plots,stability plots and other supporting documents included in appendix?Yes
Study Contacts Full Name:E-mail Address:Contact Phone
Primary Contact:Firstname Lastname [e-mail] YYY-YYY-YYYY
Secondary Contact:Firstname Lastname [e-mail] XXX-XXX-XXXX
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Appendix 'IV':Seasonal Operating Procedures Checklist Form
Must be completed by the TOP and attached to operating proceduresfor each TOP-007-WECC-1 Path and for
procedures that support operation within SOLs/lROLs where multiple TOPs are impacted.
Seasonal SOL/IROL Checklist Form -Version 01
Enter season e.g.,Summer 2014
Date co upleted and posted on WECCRC.ORG MM/DD/YYYY
ITEM Description Yes/No
1 Path Number or System e.g.,P800
2 ProcedureNumber XYZ-235
3 ProcedureName ControllingFlow Across Path 800
4 Path or System Operator (designatedoperator)TSX
5 Impacted Path(s)/Systems Path 766,Path 575,Path 367
6 Impacted TOPs XYZ,WXY,VWX,PQR
7 Path/Interface/Load Area SOL 3850 MW East /2500 MW West
8 Were technical studies coordinated with the impacted TOPs?Yes
9 Are the technical studies correctly representedin this Operating Procedure?For Yesexample,are the mitigation actions based on operating studies?
10 Is this SOL different from last submission for this season?
11 If 'Yes',briefly describe why the SOL changed:
12 Path SOL that qualifies as an IROL None
13 Is this IROL different from last submission for this season?N/A
14 If 'Yes',briefly describe why the IROL changed:
Is the SOL/IROL transient stability limited?If so,include a brief description of the most
limiting/critical conditions below as described in the Operating Procedure.
15 Limiting/critical elements and contingencies:e.g.,frequency dip below the acceptable Yes
59.6 Hz for more than 6 cycles at Abajo 69-kV bus for double line loss of the 'wxyz'and
'abcd'lines.
Is the SOL/IROL thermally limited?(If so,include a brief description of the most
16
limiting/critical conditions below as described in the operating procedure)YesLimiting/critical elements and contingencies:(for example,limited by post-contingency
30-minute emergencyrating of the Abcd -Efgh 138-kV line for loss of 'wxyz'line)
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Seasonal SOL/IROL Checklist Form -Version 01
Is the SOL/IROL steady state voltage stability /reactive limited?If so,include a brief
description of the most limiting conditions and contingencies below as described in the
17 Operating Procedure.No
Limiting/critical elements and contingencies:
Is the SOL voltage limited?If so,include a brief description of the most limiting
18 conditions and contingencies below as describedin the Operating Procedure·No
Limiting/critical elements and contingencies:
19 Are the SOL /IROL mitigation timeframes stated in the procedure?Yes
20 Have these mitigation timeframes been coordinated with impacted TOPs?Yes
21 Is this procedure different from the one last submitted for the same season?No
22 If 'Yes',briefly describe below what changed:
Was this Operating Procedurecoordinated with impacted TOPs and BAs?Refer to
23 'Adequate Coordination ...'section:Yes
24 Has an operating nomogram been defined in the operating studies?Yes
25 If 'Yes',is this nomogram included in the Operating Procedure?Yes
26 If 'Yes',have the relevant custom functions,equationsand tools been developed to Yesmonitorthisnomogram?
If 'Yes',have step-by-stepmitigation actions with clear roles for each impacted
27 BA/TOP been defined to ensure operation within the SOLs or IROLs defined by the Yes
nomogram limits?
28 Have outage limits or an outage study methodology been coordinated with impacted Yesparties?
29 If the outage limits have been determined,are they included in the procedure?Yes
30 If a specific outagestudy methodology has been agreedbetween the impacted TOPs,is YesreferencetothismethodologyincludedintheOperatingProcedure?
31 Has your operating staff been provided training on this Operating Procedure?Yes
32 If no,will the required training be completed before the start of the operating season?
33 Specify applicable sections in the Operating Procedurewhere coordinated mitigation 6.0actionscanbefound;e.g.,section 8.9.
TOP Representativeand Primary Contact for this procedure (in case there is need for additional information).
Full Name:E-mail Address:Contact Phone
Primary Contact:Firstname Lastname [e-mail] yyy-yyy-yyyy
SecondaryContact:Firstname Lastname [e-mail] xxx-xxx-xxxx
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Appendix 'V':Seasonal Coordination Timelines
Must be followed by TOPs where the established seasonalSOLs and IROLs impact multiple TOPs or for those
transmission paths that are listed in NERC Standard TOP-007-WECC-1.
The following specific timelines shall apply for each WECC operating season:
Summer Season:
December 161.............WECC RE publishes approved WECC Summer Operating Base Case(s)
(heavy load,light load cases,and powerflow and dynamics)in both PSLF
and PSS/E formats for use in the seasonal studies.
February 16*...............TOPs post the approved summer study plans and Credible Multiple
Contingencies to be studied onto the secure portion of WECCRC.ORG site.
February 15th.............Subregions complete coordinated subregional base cases,if needed.This is
a suggested target date.TOPs in the subregion(s)may agree on a different
target date,as appropriate.
April 2nd .....................TOPs post the approved seasonal operating study reports and detailed
results to the secure portion of the WECCRC.ORG site.
May 161......................TOPs post the final versions of the coordinated operating plans,processes
and procedures onto the secure portion of WECCRC.ORG site.
June 16*.....................Summer operating season begins.
Winter Season:
April 2nd .....................WECC RE publishes approved WECC Winter Operating Base Case(s)
(heavy load,light load cases,and powerflow and dynamics)in both PSLF
and PSS/E formats for use in the seasonal studies.
May 161......................TOPs post the approved winter study plans and Credible Multiple
Contingencies to be studied onto the secure portion of WECCRC.ORG site.
May 15th ....................Subregions complete coordinated subregional base cases,if needed.This is
a suggested target date.TOPs in the subregion(s)may agree on a different
target date,as appropriate.
September 161............TOPs post the approved seasonal operating study reports and detailed
results to the secure portion of the WECCRC.ORG site.
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October 16t ................TOPs post the final versions of the coordinated operating plans,processes
and procedures onto the secure portion of WECCRC.ORG site.
November 16t.............Winter operating season begins.
Soring Season:
August 1"*..................WECC RE publishes approved WECC Spring Operating Base Case(s)
(heavy load,light load cases,and powerflow and dynamics)in both PSLF
and PSS/E formats for use in the seasonal studies.
October 16t ................TOPs post the approved spring study plans and Credible Multiple
Contingencies to be studied onto the secure portion of WECCRC.ORG site.
October 15th ..............Subregions complete coordinated subregional base cases,if needed.This is
a suggested target date.TOPs in the subregion(s)may agree on a different
target date,as appropriate.
February 161...............TOPs post the approved seasonal operating study reports and detailed
results to the secure portion of the WECCRC.ORG site.
March 161...................TOPs post the final versions of the coordinated operating plans,processes
and procedures onto the secure portion of WECCRC.ORG site.
April 161......................Spring operating season begins.
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Appendix 'VI':Seasonal SOLIIROL Table
Must be completed by each subregional operational planning study group for paths/interfaces/Facilities where seasonalSOLs/lROLs have been
established.
Name of the Subregion (e.g.,Arizona/New Mexico/Nevada)
Name of WECC Path Path Limiting Condition 2014 2013-14 2013 2013
Path/System/Facility Number,if Rating,for current Spring SOL Winter SOL Summer Spring
any MW season:(MW)(MW)SOL (MW)SOL
(Transient stability;(MW)
Voltage;
Steady state
voltage stability;
Thermal;
Other (specify))
TOT-29B 500 2750 E-W Thermal 2750 E-W 2620 E-W 2380 E-W 2750 E-W
2100 W-E Voltage1 1965 W-E 1647 E-W 1040 E-W 1725 W-E
CITY-1 IMPORT 5000 Steady State 5000 5000 4500 4930
LIMIT Voltage Stability
NOTES:
1.TOT-29B is voltage limited in the W>E direction
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Appendix 'VII':SOL Communication Table
Table must be completed and be attached to the season study report.
Item Description Remarks
1 Path/Interface/Facility or Load Area Path 1000
2 Applicable SOL (state if an IROL)5680 MW
For example:MVA,MW,MVAR,Amperes,Hz,kV)
3 Type of limitation represented by the SOL.Steady State Voltage:
For example:Thermal Limit /Facility Rating;Voltage Limit (steady state);Limited by voltage at KOFATA 161-kV bus followingloss of the
Voltage Stability/VAR Margin;Transient Stability (elaborate)limit),HULU-ZULU 345-kV line
Path/Interface Rating
4 Limiting Contingency(ies),limiting conditions,and monitored Element(s)Limited by voltage at KOFATA 161 kV bus following loss of the
associated with the SOL.HULU-ZULU 345-kV line.
5 Pertinent prior outage information such as facility or unit outages,if applicable).SVC at KOFATA is scheduled out of service during the entire
season
6 Any applicable transient or voltage stability SOL mitigation time durations for N/A
use in TOP operating procedures.
7 Anticipated time duration of the SOL's applicability Summer 2014.
For example:a certain season,a period of weeks/days,a specific set of hours,
time duration related to a certain Facility outage,or other measure as
appropriate).
8 Indicate whether this SOL was coordinated with impacted TOPs Approved by NOPSG
9 Is the SOL nomogram related?Yes
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