MISO Last material update: 05/19/2015
Course Content and Disclaimer 2 1 2 3 4 Course Description This course will review MISO's outage study processes and the coordination opportunities with TOs and MPs. This course will explain the history of MISO's outage coordination procedures including, how decisions are made, conflicts are resolved and the benefits of transparency. This presentation is intended for those individuals seeking a thorough understanding of MISO s processes and the challenges. This course will include examples of the impacts to Market Operations. It is not intended to provide the mechanics of outage coordination or how-to procedures. Additional training on includes Level 200 and Level 300 CROW training. These courses include processes and mechanics of, reference to user guides, screen-shots, and specific examples where applicable. Frequently used terminology, along with reference-links to MISO documentation and contacts, is included in this presentation. Notice The following training materials are intended for use as training materials only and are not intended to convey, support, prescribe or limit any market participant activities. These materials do not act as a governing document over any market rules or business practices manual. The data used in the examples is hypothetical data and should not be used to support market analyses.
Course Agenda 3 Outage Coordination Description of Outage Operations MISO Studies and Coordination Generation Outages MISO Studies and Coordination Transmission Outages Additional Information Process Best Practices Challenges Process Best Practices Challenges Stakeholder Committees Important Takeaways List of Reference Materials and Contacts
Description of Outage Operations What this section will cover Description of Outage Operations 4 Outage process and philosophy Departments that plan for outages How outages and mitigation plans end up in Day-Ahead and Real-Time
Description of Outage Operations 5 Goals of Balancing of Priorities Outages Schedule Constraints Planned Maintenance Transmission and Generation Peak periods summer and winter Forced Outages Weather Schedule Delays
Description of Outage Operations Process Philosophy & Approach 6 Coordinated outages enable improved operational planning for Day Ahead and Real Time Precise mitigation plans lead to more effective market mitigation Multiple feedback loops ensure accurate studies Each engineer focuses on one group of TOs Develop good working relationships Experience yields more precise mitigation plans Operations staff peer review Daily scorecard compares RT operations to study results
Description of Outage Operations Operational Responsibilities 7 Internal Coordination and Communications Outage Reporting Coordination with Other Reliability Authorities
Description of Outage Operations 8 Outage Operations Multiple departments responsible for outage review leading up to the operating day *Reliability Coordinator *Regional Operations Engineer Forward RAC Day-Ahead Market *Transmission Security Planning * *Authority to reschedule/deny outage requests
Description of Outage Operations 9 Roles and Responsibilities Coordinate/ reschedule planned generation outages Approve/ reschedule planned transmission outages Perform transmission system analysis Work with TOP to develop mitigation procedures as necessary (Op Guides and T-Notes) Coordinate impacting outage schedules with neighboring RCs Outage Assessment (Generation & Transmission)
Description of Outage Operations RC-RC Coordination Along the Seams 10 Conduct weekly conference calls with neighboring RCs MISO Classic (PJM, SPP, TVA, IESO) South Region (SPP, TVA, SOCO) Review outage schedules and mitigation plans Corroborate study results and options (TLR, M2M, reconfiguration) Reschedule outages as needed
Description of Outage Operations Outages in the Next-Day Process 11 TSP is responsible for ensuring a reliable operating plan for each day TSP achieves this by: Confirming constraints and commitments from OC Identifying new plans based on changing system conditions
Description of Outage Operations Provide Information to Market Processes 12 TSP provides Day-Ahead and FRAC with constraints and generator requirements needed for reliability Day-Ahead/FRAC use these to ensure that their least-cost commitment does not adversely affect system reliability Instruct Day- Ahead/FRAC to commit generators required for voltage support or longlead units
Description of Outage Operations Outage Studies in Real Time 13 ROE coordinates study results with RC to ensure reliable operations in Real Time Final study based on real time conditions before equipment switched out If an outage is found to cause problems on the BES; the RC can delay, move, revoke, or cancel an outage in CROW
Outage Study Process Description of Outage Operations 14 Concurrent Outage Check (from CROW report) Check to determine conflicting outage schedules Historical Outage Summary Look at previous instances of facility outages and review previous mitigation plans Review notes for special study needs (e.g. voltage, stability, wind) Contingency Analysis Perform N-1 contingency analysis to identify voltage and thermal impacts Study multiple, plausible operating scenarios for each outage Based upon operational experience and unique to area of study Utilize EMS model to review contingency changes because of specific equipment in substation being out of service Perform EMS based study to corroborate study results
Description of Outage Operations Mitigation Plan Approach 15 Reference historical mitigation plans Utilize redispatch, unit commitment, transmission reconfiguration Check for concurrent outages to see if rescheduling an outage would mitigate the violation Includes external outages Share with affected TOPs and finalize mitigation plan Depending on type of mitigation needed: Identify constraint to include in DA and RT operating plan Request flowgate creation for Market to Market or TLR Flag generator outlet or commitments and coordinate with TOP/GOP
Description of Outage Operations Culture of Continuous Improvement 16 MISO s culture is to persistently look for areas to improve accuracy of studies Daily scorecard review Weekly review with MISO RCs for outages scheduled next 7-10 days Seasonal feedback from: Operations management Stakeholder forums
Generation Outages What this section will cover 17 MISO Studies and Coordination - Generation Outages Process Best Practices Challenges
Generation Outages Process 18 Accurate Outage Information is Important for Reliability Why are generator outages important? Generator outages can affect reliability of the Bulk Electric System MISO reliability assessment processes use outage information to complete studies Unit commitment to meet load Real time operations, operations planning, and near term transmission planning Typically accomplished through automated processes that rely on specific, formatted data feeds
Generation Outages Process 19 What Information Does MISO Need and Who Can See It. MISO needs a few pieces of data to understand which generator is on outage and the time duration: Generator name (Network model) Start and End time of outage Outage priority and Cause Code indicating reason for the outage to communicate to MISO operators nature of work Physical outage and associated market unit derate (if applicable) Generator outage information is kept confidential; available to the generator owner and transmission reliability personnel no MFEs Market Participant personnel authorized to submit an outage
Generation Outages Process 20 Generation Outage Priority and Equipment Request Types Outage Priorities Equipment Request Types Planned Urgent Emergency Out of Service Derate Economy Forced
Generation Outages Best Practices 21 Generation Outages Best Practices in Scheduling Submit schedules with advanced notice Provide realistic start/end times When managing multiple assets, avoid overlapping outages Be mindful of impact of sequential outages that may be impacted by delays Coordinate with Transmission Operator
Generation Outages Best Practices 22 Best Practices Changes to Outage Requests Submit Change Requests with enough time for MISO review Schedule changes may create new outage conflicts Avoid submitting changes to outage planned end date near DA market close MISO needs at least 4 hours to respond to a Change Request for current day change
Generation Outages Best Practices 23 Best Practices Coordinate End Times of Outages with Availability in Markets CROW and DART are updated independently to allow MPs to manage their financially binding offers in DART Coordination occurs within each MP organization CROW DART Outage Management Tool Market Tool Submit Outage Information start and end times, resource, duration, etc. MPs determine participation with financially binding offers Monitor outage approval status MPs update resource information including start times, notification times, commitment status, etc.
Managing Challenges Generation Outages Challenges 24 Managing Challenges Dependency of outage in CROW and commitment status in DA/RT offer Communication pathways (MISO, GOP, MP) Commercial arrangements mapped to physical units Outages and Resource Adequacy
Generation Outages Challenges 25 Challenges Coordination between DART and CROW Day- Ahead Real- Time Out of Service CROW EMS and DART Derate DART DART DA takes in outage records from CROW Out of Service MP to manage Resource output through offers Includes updates to resource commitment status Derates
Generation Outages Challenges 26 Challenges Coordinating Outage with Resource Offer It is important that Resource offer parameters align with business objectives of MP CROW ticket states end time of 11am EST. However, the following may impact economic commitment in the DA Notification time Start-up time Start-up and No Load costs
Generation Outages Challenges 27 Challenges Managing Outages with Participation in DA/RT Markets CROW DART Outage start time is when the generator is isolated from the grid Startup and Notification parameters must be submitted and managed based on unit Release for Dispatch Outage end time is when the generator syncs to the grid Manage unit availability based on Release for Dispatch
Generation Outages Challenges 28 Challenges Carry-over Parameters in DART Be sure to double check all resource parameters for subsequent days following an outage Some carry-over functionality of DART parameters DA data carries forward to the next DA offer, so need to verify resource status for subsequent operating days RT data carries forward to the next RT offer, so need to verify resource status for subsequent operating days
Generation Outages Challenges Challenges MP Internal Communications 29 MISO communicates directly with Generator Operators when reliability cannot be maintained by market solutions and require specific generator(s): Specific reliability limitation of generator output Reliability Must Run requirements Communication/coordination issues can occur if Generator Operator staff does not communicate with MP or agent to manage Resource offer MISO spoke with the operator resource, but Communication gaps with scheduling agent or from operations to front-office
Generation Outages Challenges Challenges Commercial Arrangements 30 MISO offers flexibility for MPs to model commercial CPNodes to reflect commercial arrangements MP responsible for ensuring MISO models enable activity as desired by the MP MP responsible for communicating physical limitations (reliability) MP responsible for communicating Commercial limitations (market)
Generation Outages Challenges Challenges Commercial Arrangements 31 MP/Agent relationship Aggregate/child relationship JOU relationship Modeled as two AOs vs. one AO Percentage divided amongst all owners Representation of physical to financial arrangements must be accurate
Generation Outages Challenges Challenges Commercial Arrangements 32 Modeling Arrangement: Child Resource 50MW Aggregate Resource 100MW Child Resource 50MW Outage of child resource Aggregate should reduce Economic Maximum to reflect child resource outage Aggregate Resource 50MW Child Resource 50MW Child Resource 50MW
Generation Outages Challenges 33 Challenges Outages for JOUs Modeled as one AO vs Multiple- AOs One AO AO submits as outage and resource should not run Multi AO - All AOs submit as outage and resource should not run JOU Outage Physical unit has 5 JOU shares as defined Owner A - 25% Owner B - 15% Owner C - 10% Owner D - 45% Owner E - 5% Resource Outage, 5 JOU outages are needed as follows: Owner A OUTAGE Owner B OUTAGE Owner C OUTAGE Owner D OUTAGE Owner E OUTAGE
Generation Outages Challenges 34 Challenges Derates for JOUs Modeled as one AO vs Multiple- AOs One AO AO submits as derate and resource should run at derated limit Multi AO - All AOs submit derated limit in proportion to their ownership percentage JOU Derate Physical unit has 5 JOU shares as defined Owner A - 25% Owner B - 15% Owner C - 10% Owner D - 45% Owner E - 5% Derate of 100 MW, 5 JOU derate outages are needed as follows: Owner A Derate 25MW Owner B Derate 15MW Owner C Derate 10MW Owner D Derate 45MW Owner E Derate 5MW
Generation Outages Challenges 35 Challenges Commercial Arrangements QF Modeled as Hybrid Outage or derate needed for physical unit in MISO EMS Need to reflect outage or derate for hybrid unit for market
Generation Outages Challenges 36 Challenges Commercial Arrangements PPA Must Take MP has PPA where both pseudo units need to show sales from both units MP is responsible for verifying model reflects physical and market expectations
Generation Outages Challenges 37 Challenges Outages and Derates for Capacity Resources Capacity Resources used in a Fixed Resource Adequacy Plan (FRAP) or clear the Planning Resource Auction will have a Must Offer requirement for MISO DA market RA team checks compliance daily by comparing Resource offers with outage records in CROW Capacity Resources must enter outage information to pass the Must Offer requirement (keep CROW up to date) Forced outage or derate Planned outage or derate
Generation Outages Challenges Challenges Tracking Outage Status 38 Status of generator outage requests are viewed in CROW Notifications sent from CROW to the MP when outage status changes for their resource Notifications are not sent for outages from other MPs Outage request moves from Submitted status to Study status when outage is under evaluation by MISO Notification sent to MP Outage moved to Approved status once studies are completed and mitigation plan approved Notification sent to MP
Generation Outages Challenges 39 Challenges Unplanned Generation Outage Impacts Potential impacts to LMP based on demand Unplanned Generator outage in RT may result in higher LMPs to meet demand Impacts to MP Settlements: DA commitment, so paid in DA at DA LMP for cleared MW volumes For remaining outage hours, where resource cleared in DA: Buyback Energy at RT LMPs Buyback any cleared Ancillary Services at respective RT MCPs No potential for a Make Whole Payment in this scenario Update Resource Capabilities in DART Update commitment status to outage in Real-Time to reflect actual unit conditions in DART
Transmission Outages What this section will cover 40 MISO Studies and Coordination - Transmission Outages Process Best Practices Challenges
Transmission Outages Process 41 Transmission Outages Affect Generator Operations Co-dependency exists between transmission and generation GOPs should coordinate outages with their Transmission Operator MISO reminds transmission operator to notify GOPs for transmission outages of direct generator outlet facilities Transmission outages change topology; which can affect constraints in MISO market: Transmission outage data posted hourly on the MISO OASIS MPs utilize posting to manage offer strategies
Transmission Outages Process 42 Transmission Outage Priority and Equipment Request Types Outage Priorities Equipment Request Types Planned Opportunity Discretionary Urgent Emergency Out of Service Normally Open Informational Hot Line Work General System Protection Forced
Transmission Outages Best Practices 43 Transmission Outages Best Practices in Scheduling and Communication Active Communication between parties results in improved outage coordination Submit schedules with advanced notice Provide realistic start/end times TOP TOP Coordination Mindful of impact of sequential outage schedules Coordinate outages over seams TOP GOP Coordination Coordinate transmission outages effectively around generator outages
Transmission Outages Challenges 44 Challenge Unplanned Transmission Outage Impacts Potential impacts to LMP based on demand Unplanned Transmission outage in RT may result in higher or lower LMPs because of congestion Impacts to MP Settlements If impacts to amount of generation resource can produce because of constraint: MP may be eligible for Price Volatility Make Whole Payment (RT_PV_MWP) Provides compensation for market conditions that would erode the margin earned For transmission outage hours that impact generation, where resource cleared in DA: Buyback Energy at RT LMPs Buyback any cleared Ancillary Services at respective RT MCPs
Transmission Outages Challenges 45 Challenge Market Participants Monitor Transmission Outages on OASIS Transmission outages are posted on MISO OASIS to be viewed by MPs Updated once per hour and includes all outages currently in MISO CROW Information communicated at same time for all MPs Outage status will move from Submitted to Study when MISO is in the process of studying the outage Outage status will move from Study to Approved status once studies are completed and mitigation plan approved
Additional Information Stakeholder Committees 46 MISO Stakeholder Process Reliability Subcommittee Reliability Subcommittee (RSC) Provides a forum to discuss issues within the context of the MISO tariff, NERC Reliability Standards, and other applicable documents for direction on implementation and maintenance of reliability functions at MISO. Primary forum for Meetings generally occur on the 4th Tuesday and Wednesday of every month Contact With Questions John Harmon, Manager JHarmon@misoenergy.org 317-249-5201 Or engineer assigned to your area
Additional Information Important Takeaways 47 Important Takeaways From This Presentation Outage Operations Process Facilitate completion of planned maintenance for all parties Develop mitigation plans used in DA and RT MISO reviews process regularly for improvement opportunities Generation Outages Coordinate outages with TOPs Avoid overlapping outage schedules when possible MISO models allow for many Commercial Arrangements MPs are responsible for accuracy of physical capabilities Transmission Outages Transmission outages change topology that can affect constraints in MISO market MPs should review transmission outages posted on OASIS to determine impact on their offer strategies MISO facilitates coordination of outages between TOPs and MISO seams
List of References 48 List of Reference Materials and Contacts Available for This Topic https://www.misoenergy.org//pages Documents Business Practice Manuals (BPM) https://www.misoenergy.org/library/businesspracticesmanuals BPM-008 Outage Operations Operating Procedures https://www.midwestiso.org/marketsoperations/reliabilityoperatingprocedures/ RTO-OP-051 - AVR Procedure (NOP) RTO-OP-052 - Outage Operations Procedure (NOP) Procedures Accessible via the MISO Extranet RTO-RA-OP-006 - Facility Ratings Change Procedure TP-OP-008 - Operating Guide Procedure MISO Tariff (EMT) https://www.misoenergy.org/library/tariff https://www.midwestiso.org/marketsoperations/ TO Agreement CROW User Guide FERC Orders http://www.ferc.gov/ FERC Order No. 2000 Regional Transmission Organizations NERC Standards http://www.nerc.com Reliability Standards Nuclear Plant Interface Coordination Contacts John Harmon JHarmon@misoenergy.org 317-249-5201
List of Acronyms 49 AO BES BPM CROW DA DART EMS FRAC FRAP GO GOP IESO JOU LMP MCP M2M Asset Owner Bulk Electric System Business Practice Manual MISO s Outage Scheduling System Day-Ahead Day-Ahead / Real-Time System Energy Management System Forward Reliability Assessment Commitment Fixed Resource Adequacy Plan Generation Owners Generator Operators Independent Electricity System Operator (Ontario) Jointly Owned Unit Locational Marginal Pricing Market Clearing Price Market-to-Market
List of Acronyms 50 MISO MP OASIS OC PJM PPA PV_MWP QF RAC RC ROE RT SOCO SPP TLR TO Midcontinent Independent System Operator Market Participant Open Access Same Time Information System Outage Coordinator PJM Interconnection Power Purchase Agreement Price Volatility Make Whole Payment Qualifying Facilities Reliability Assessment Commitment Reliability Coordinator Regional Operations Engineer Real-Time Southern Companies Southwest Power Pool Transmission Loading Relief Transmission Operator
List of Acronyms 51 TOP TSP TVA XML Transmission Operations Transmission Security Planning Tennessee Valley Authority Extensible Markup Language