Outage Management System Draft Final Proposal Overview. December 17, 2013

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1 Outage Management System Draft Final Proposal Overview December 17, 2013

2 Agenda Time Topic Speaker 1:00 1:10 Introduction, Stakeholder Process Kristina Osborne 1:10 2:45 OMS Draft Final Proposal Review Heather Tegerdine, Rod Wheeler, Dave Douglass, Dede Subakti 2:45 3:00 Wrap-up and Next Steps Kristina Osborne

3 CAISO Stakeholder Initiative Process POLICY AND PLAN DEVELOPMENT TARIFF DEVELOPMENT This diagram represents the typical process, often stages will run in parallel. IMPLEMENTATION Paper Proposal Final Proposal Board Draft Tariff Final Tariff FERC Planning BPM Market Documents Revisions Simulation Go Live Stakeholder Input We are here AND We are here

4 Postponement of Partial Forced Functionality An automated process for Partial Forced will be considered as part of a future phase of OMS A change to a Planned outage card in the Forced timeframe will require a new outage card only if the change is denied due to reliability concerns 4

5 Resource Outage Submittal Timeline Resource outage cards will be designated Planned when submitted no later than 7 calendar days prior to the outage start date 7 calendar day prior notice excludes the date of submission and the date of the outage» Example: An outage submitted on the 1 st of the month must have a start date of the 9 th or later in order to be designated as Planned All outages submitted within the Forced timeframe will be designated Forced on the outage card 5

6 SCP Processing for Forced Outages Standard Capacity Product (SCP) will not apply to outages submitted within 4-7 calendar days of the outage start date, even though they will be designated as Forced Resource outages (excluding Short Notice Opportunity) will be subject to SCP if the request is submitted within 3 calendar days of the outage start date This is a change from the current 3 business day rule 6

7 Outage Submittal Timeline 7

8 Short Notice Opportunity Outage Short Notice Opportunity Outages may be requested at any time within the 7 day Forced timeframe If approved, Short Notice Opportunity Outages will not be subject to SCP penalties Short Notice Opportunity Outages will no longer be evaluated prior to the Forced timeframe 8

9 Nature of Work Currently, there are different types of outage cards, including Ambient and Normal These will not exist in OMS» Nature of Work types will be used instead Every resource outage card will have at least one Nature of Work type Examples:» Plant Maintenance» Transmission Induced» Ambient Not Due to Temperature 9

10 Nature of Work cont. CAISO will provide: Detailed list of Nature of Work types Definitions for each Nature of Work type Consistent with current practices, some Nature of Work types are not subject to SCP penalties: Transmission Induced Ambient Not Due to Temperature 10

11 Aggregate Resources Resource availability still submitted by the Scheduling Coordinator at the aggregate plant or Physical Scheduling Plant (PSP) level Child Resource availability must be reported if: Curtailed by 50 MW or greater or, Blackstart designated resource RA Substitution remains at aggregate plant or PSP level 11

12 Electronic Outage Processing in Real-Time PTO Outage Coordination groups currently submit and manage outages electronically, resulting in: Reduction of manual work Ability to electronically update outages Electronic processing of outages in Real-Time will have similar benefits, as well as reduce non-urgent phone communications CAISO continues to encourage the use of phone communication when necessary 12

13 CAISO Reliability Analysis Per NERC and WECC reliability standards, the CAISO is required to perform contingency analysis for any outage that: Could change the way power flows Could change the way N-1 contingencies impact the system These studies are critical to maintaining reliability on the grid, as well as compliance with WECC and NERC 13

14 CAISO Reliability Analysis Example 3-Terminal Line Opening switch SW-3 would provide a different power flow as opposed to opening the entire line by opening Breaker CB1, CB2, and CB3 14

15 CAISO Reliability Analysis Example Breaker-and-a-Half Station Open-ending Line A-B at the remote station (CB7 and CB8 closed) is different then opening Line A- B by also opening Breaker CB7 and CB8. The N-1 response to a fault at Bank #2 will create a very different system response: If CB7 and CB 8 are closed, there is a contiguous path between Line C-D to Bank #1 following the N-1 loss of Bank #2. If CB7 and CB8 are open, both Line C-D and Bank #1 will be open-ended following the N-1. In this situation, the N-1 fault at Bank #2 will leave all equipment at the bus open-ended and not carrying any power flow. 15

16 Importance of Accurate Topology PTOs have the best understanding of the clearance points in their outages Currently, outage data is submitted as free-form text, requiring manual interpretation by CAISO This often results in multiple iterations of outage processing between CAISO and PTOs Accurate representation of outage data will increase accuracy of: Network model Reliability analysis Market results 16

17 Transmission Outage Submittal CAISO will use Transmission Registry names and perform a mapping process of each PTO network model to the CAISO network model at the facility (bus, bank, line, etc.) and at the breaker/switch level PTOs will not be required to maintain an additional mapping database When creating an outage, PTOs will have the option to provide the facility name, and the system will return a list of associated breakers/switches PTOs will review, augment if necessary, and submit outage PTOs may submit outages at the breaker/switch level detail directly into OMS 17

18 Next Steps Stakeholder comments due on Draft Final Proposal by December 23 rd to: The OMS Draft Final Proposal can be found at: OutageManagementSystemReplacement.pdf January 2014 Customer Partnership Group sessions begin February 2014 Board of Governors 18