Workshop on Proposed Flow-Based Transmission Reservations/Transaction Scheduling & Tagging

Workshop Sponsors

• NERC Interconnected Operations Subcommittee
• NERC Transmission Reservation and Scheduling Task Force

Workshop Facilitators

• North American Electric Reliability Council
  Don Benjamin, 609-452-8060/(Fax) 609-452-9550
  Gerry Cauley, 408-323-1129/(Fax) 408-323-1445
• Electric Power Research Institute
  Peter Hirsch, 415-855-2206/(Fax) 415-855-8997

Meeting & Logistical Information

Denise Wesalainen, EPRI
415-855-2259/(Fax) 415-855-2041

About the Workshop

This workshop is an opportunity for public input to proposed reservation, scheduling, and tagging processes necessary for secure use of the interconnected transmission systems of North America. Elements of these processes include OASIS Phase 2, Interregional Security Network (ISN), a comprehensive interchange tagging system, and an interchange flow distribution calculator.

The NERC Interconnected Operations Subcommittee and the Transmission Reservation and Scheduling Task Force have been preparing a draft framework to support a transition from contract path to actual flow based reservations on the OASIS. They have also been working on the definition of on-line transaction scheduling and tagging processes.

We are seeking inputs from all segments of the industry on the feasibility and appropriateness of the proposed methods. The goal is to obtain sufficient industry guidance to prepare a draft set of requirements by April, 1997, with a second workshop planned for May to review the results.

Background

Phase 1 OASIS is being prepared to go on-line on January 3, 1997, with the month of December dedicated to testing. However, there are two major concerns with the Phase 1 implementation that have direct impact on reliability:

• The contract path method does not correspond to the physical flows on the network, meaning the market view and uses of the network may be inconsistent with the physical view of the system needed for reliability.
  
  
• System security cannot be adequately monitored without detailed information regarding interchange transactions, particularly when deals involve market disaggregation and reaggregation of blocks of energy, capacity, and ancillary services among multiple parties.

Examples were pointed out to the NERC Operating Committee as early as a year ago, showing complex chains of reselling/rebundling of energy that left control area operators in the dangerous position of lacking information necessary to manage the transmission system during an emergency. NERC is revising its Operating Policy 3 on Interchange to address these concerns. However, the process will not be complete until system operators and security coordinators are able to see a complete, wide-area picture of interchange transactions on an actual flow basis.

Early consideration of Phase 2 OASIS, to include actual flow methods and on-line transactions will allow the industry to address these reliability concerns in a timely manner.

Workshop Objective

The workshop objective is to solicit industry input on:

• the proposed framework for flow-based reservations and transactions, including revisions to operating policy
• the proposed on-line transaction scheduling and tagging processes

Agenda

Tuesday, January 28, 1997

 8:00     Introduction
          -  Background:  defining the issues
          -  Vision of where we are going
 8:30     Proposed Revisions to Interchange Policy
 9:45     Break
10:15     Proposed Flow-Based Method
          -  Concepts and definitions
          -  Flow impact calculation using distribution factors
          -  Determination of ATC using flow-based method
12:00     Lunch
 1:30     Proposed Flow-Based Method (Continued)
          -  General Discussion of Flow-Based Concepts
 3:00     Break
 3:30     Reservation and Scheduling Processes
          -  Study mode: preparing a deal
          -  Submitting transaction requests
          -  Transaction approval process
 5:00     Adjourn for the day

Wednesday, January 29, 1997

 8:00     Tagging Processes
          -  Coordination of transmission reservations
          -  Transaction tagging/modifications
          -  Interface to ISN/security process
10:00     Break
10:30     Discussion of Reservation/Scheduling/Tagging
12:00     Lunch
 1:30     Wrap Up
          -  Major conclusions
          -  How to proceed     
 3:00     Adjourn

Interconnected Operations Subcommittee

Transmission Reservation and Scheduling TF

Accommodations for the Workshop

January 28-29, 1997
Sheraton Crescent Hotel
2620 West Dunlap Avenue
Phoenix, Arizona 85027

Phone - 602-943-8200 / (Fax) 602-371-2856

A block of rooms has been reserved at the Sheraton Crescent Hotel in Phoenix. The group rate is $140/$150 per night single/double occupancy. To guarantee space, call (602) 943-8200 before January 6, 1997, and refer to the EPRI/NERC rate. If rooms are available after the cut-off date, you are still entitled to the group rate.

The fee for attending the workshop is $175. Please mail payment to:

Phone (415) 855-2259
Fax - (415) 855-2041.

Please make checks payable to EPRI Conferences. Payment onsite by credit card is also acceptable. We accept MasterCard, VISA, and American Express.

Please register early - space is limited. Dress is casual.

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