INT-008-WECC-CRT-2.1 - Western Electricity Coordinating Council

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INT-008-WECC-CRT-2.1 - Western Electricity Coordinating Council
WECC Criterion
INT-008-WECC-CRT-2.1
A. Introduction
1. Title:
Dynamic Transfer
2. Number:
INT-008-WECC-CRT-2.1
3. Purpose:
To define Request-for-Interchange e-Tagging requirements for Dynamic
Transfers
4. Applicability:
4.1. Functional Entities:
This document only applies to those Applicable Entities listed below that are
identified as parties to a Dynamic Transfer.
4.1.1. Balancing Authority
4.1.2. Transmission Service Provider
4.1.3. Purchasing-Selling Entity
5. Effective Date:
July 1, 2013
WESTERN ELECTRICITY COORDINATING COUNCIL
155 North 400 West, Suite 200
Salt Lake City, Utah 84103-1114
INT-008-WECC-CRT-2.1 Dynamic Transfer
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B. Requirements and Measures
WR1. Each Purchasing-Selling Entity (tag author) that submits a Request-For-Interchange (RFI) for
a Dynamic Transfer shall specify the transaction type as either “dynamic” or “pseudo-tie”.
WM1. Evidence of compliance with WR1 may include, but is not limited to documentation
that the Purchasing-Selling Entity specified the transaction type as either “dynamic”
or “pseudo-tie”.
WR2. Each Source Balancing Authority and each Sink Balancing Authority that is a party to an eTag for a Dynamic Transfer shall agree upon a single data source from which hourly energy
values are obtained.
WM2. Evidence of compliance with WR2 may include, but is not limited to documentation
that the parties agreed upon a single data source from which hourly energy values
are obtained.
WR3. Each Purchasing-Selling Entity shall inform the Transmission Service Provider, via the
Request-For-Interchange, of the transmission capacity required to serve the maximum flow
of the Purchasing-Selling Entity’s Dynamic Transfer.
WM3. Evidence of compliance with WR3 may include, but is not limited to, production of
an e-Tag that shows the Dynamic Transfer and the attributes required in WR3, or, in
the alternative, production of other forms of communication if the tagging system is
not available.
WR4. Each Source Balancing Authority and each Sink Balancing Authority shall implement the
Interchange without exceeding either the transmission allocation profile or the reliability
limit profile stated in the Confirmed Interchange.
WM4. Evidence of compliance with WR4 may include, but is not limited to, documentation
that during the operating hour the Implemented Interchange associated with a
Dynamic Transfer did not exceed either the transmission allocation profile or the
reliability limit profile stated in the e-Tag associated with the Confirmed
Interchange.
WR5. Each Balancing Authority shall, for the purpose of future hour check-out, exclude the
estimated energy profile from each implemented “dynamic” type e-Tag used in the Net
Scheduled Interchange between Adjacent Balancing Authorities, until after the completion
of the operating hour.
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WM5. Evidence of compliance with WR5 may include, but is not limited to, documentation
that it excluded Implemented Interchange of type “dynamic” from the Net
Scheduled Interchange, for the purpose of future hour check-out between Adjacent
Balancing Authorities and that the exclusion remained in place until the completion
of the operating hour, as required in WR5. Documentation may include, but is not
limited to, review of control number records identifying the value used as the static
component of Net Scheduled Interchange in the Area Control Error equation during
the period examined.
WR6. Each Purchasing-Selling Entity, each Source Balancing Authority, and each Sink Balancing
Authority that is a party to an e-Tag for Dynamic Transfer shall jointly agree on which of
those three applicable entities will update the Dynamic Transfer profile.
WM6. Evidence of compliance with WR6 may include, but is not limited to, any form of
written or recorded correspondence showing that agreement was reached by the
parties specified in WR6 and indicating which of the three entities was selected to
update the Dynamic Transfer profile.
WR7. Each Purchasing-Selling Entity, each Source Balancing Authority, and each Sink Balancing
Authority that is a party to an e-Tag for Dynamic Transfer as designated in WR6 above shall
use the values obtained from WR2 above, to submit updates to the Dynamic Transfer
energy profile with the integrated value (MWh), within sixty minutes after the completion
of the operating hour.
WM7. Evidence of compliance with WR7 may include, but is not limited to, production of
an after-the-fact e-Tag adjustment reflecting a submittal time no greater than 60minutes after the completion of the operating hour.
WR8. Each Balancing Authority shall include each adjusted Implemented Interchange of type
“dynamic” in the Net Scheduled Interchange between Adjacent Balancing Authorities after
the completion of the operating hour.
WM8. Evidence of compliance with WR8 may include, but is not limited to, production of
WECC Interchange Tool Net Scheduled Interchange values for the examined period
or records from other internal systems.
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Version History
Version
1
Date
Action
December 20, 2006 Initial Version
1
June 14, 2007
1
August 31, 2009
1
1
Change Tracking
Initial Version
Operating Committee Approved
Initial Version
Designation change from “BPS” to
“CRT” format.
Designation change
September 5, 2012 WECC Board of Directors changed
designation from “CRT” to “RBP”.
Designation change
June 26, 2013
Implement WECC Board of Directors
approval from June 2012 Board
meeting.
Updated as part of INT Rewrite Project.
Retire INT-008-WECC-RBP-1. Retire INT-017-WECC-RBP-1,
WECC Requirements WR1 and WR2. The substance of WR1
was moved to INT-016-WECC-RBP-2, Data Submittal. The
substance of WR2 is included in INT-008-WECC-RBP-2.
2
June 26, 2013
WECC Board of Directors Approved
Developed as WECC-0087. Effective Date July 1, 2013
2.1
July 19, 2013
Erratum
Changed “CRT” annotation to “RBP” in Section A.2
2.1
June 25, 2014
WECC Board of Directors changed
designation from “RBP” to “CRT”.
Designation change
2.1
April 1, 2016
No Change
Converted to new template
Disclaimer
WECC receives data used in its analyses from a wide variety of sources. WECC strives to source its data
from reliable entities and undertakes reasonable efforts to validate the accuracy of the data used.
WECC believes the data contained herein and used in its analyses is accurate and reliable. However,
WECC disclaims any and all representations, guarantees, warranties, and liability for the information
contained herein and any use thereof. Persons who use and rely on the information contained herein
do so at their own risk.
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Attachments
Attachment A
Not Used
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Rationale
A Rationale section is optional. If Rationale Boxes were used during the development of this project,
the content of those boxes appears below.
This document defines the requirements for creating and updating e-Tags for Dynamic Transfers in the
WECC, in addition to NERC Reliability Standards, with the goal of addressing portions of the overuse of
transmission rights as voiced by FERC in Order 890, paragraphs 834 through 838.
http://www.ferc.gov/whats-new/comm-meet/2007/021507/E-1.pdf
The importance of securing transmission capacity rights and accurate scheduling on those rights is
highlighted in FERC Order 890. There, FERC stated that scheduled interchange should only use the
transmission service that the transmission customer had secured, and in cases of excess use of rights,
unreserved use penalties should act as an incentive for transmission customers to secure transmission
rights.
Specifically, this document instructs the Applicable Entities to:
•
Specify dynamic or pseudo tie fields
•
Agree on a single data source from which the needed data is gleaned
•
Communicate the data
•
Use the data
•
Implement the associated Interchange
•
Exclude Implemented Interchange from NSI (and)
•
Include adjusted Implemented Interchange from NSI
This document is based, in part, on the NERC Dynamic Transfer Reference Guideline. As such, all of the
Requirements are specific to dynamic and pseudo tie type e-Tags.
For purposes of this document, terms included in quotation marks are not capitalized as they reflect
the field designation currently used in scheduling software.
In WR1, the Purchasing-Selling Entity (the tag author) is instructed to specify the e-Tag’s transaction
type as either “dynamic” or “pseudo-tie” in order to properly identify the transaction as a Dynamic
Transfer. WR1 provides clear information to all Balancing Authorities reducing the possibility of
erroneous labeling of the transaction type on the e-Tag. This prevents duplication of the schedule. It
should be noted for purposes of WR1 that where a transfer does not cross a Balancing Authority Area
boundary that transaction does not classify as a pseudo-tie for purposes of this document; therefore,
this document does not apply to that specific type of transfer.
This designation also informs the reviewer how to treat the transaction with specific emphasis on the
appropriate inclusion and exclusion of the Dynamic Schedule or Pseudo Tie into the Balancing
Authority’s Area Control Error equation.
A Balancing Authority must be aware that a Dynamic Transfer is being sourced, sunk or wheeled into or
through its Balancing Authority Area and must account for Dynamic Transfer(s) accordingly in its Area
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Control Error. As stated in NERC’s Dynamic Transfer guideline, Dynamic Schedules are to be
accounted for as interchange schedules by the source, sink, and contract intermediary Balancing
Authority(ies), both in its respective Area Control Error equations, and throughout all of its energy
accounting processes. Requirement to incorporate into the contract intermediary Balancing Authority’s
Area Control Error equation is subject to multi-party agreement.
WR2 answers the question, “Where does the data come from?” For clarity, WR2 is only intended to
bring the parties together to agree upon a data source from which numeric values will be obtained. By
contrast, WR3 is designed to address numeric values.
In WR2, the Source Balancing Authority and each Sink Balancing Authority that are parties to an e-Tag
for Dynamic Transfer are instructed to identify a single data source as the origin from which they will
obtain the hourly energy value (numeric values). This single source could be any one of a variety of
sources. For example, multiple parties could agree that a single metering point would always be used
to obtain the data. In the alternative, the parties could agree on varying metering points depending on
a specified time of year, such as on-and-off-peak.
WR2 is not intended to negate any other requirement in this document or any NERC Reliability
Standard. For example, if the maximum transmission allocation profile or the reliability limit profile
established the limit at “X” value, and the designated data source of WR2 reported a higher value of
“Y”, the values reported by the designated data source of WR2 are not to be understood as
superseding the maximum transmission allocation profile of the reliability limit profile established
elsewhere in this document or peripheral NERC Standards.
The intent of WR3 is to ensure that Dynamic Transfers do not exceed the maximum transmission
capacity stated in the e-Tag. It should not be the intention of the Purchasing-Selling Entity to incur
overuse penalties or charges by not securing adequate transmission capacity rights for the dynamic
flow.
In WR3, the Purchasing-Selling Entity identifies the maximum transmission capacity required for the
Dynamic Transfer by entering a transmission allocation profile. By doing so, the Purchasing-Selling
Entity informs the reviewing entities as to the maximum transmission capacity rights that are being
applied for the flow of Dynamic Transfers. As mentioned above in WR2, simply because the designated
data source identified in WR2 reports a number higher than the number identified in WR3, the data
reported in WR2 does not supersede the numeric values or obligations for entities required in WR3.
Any modifications and adjustments to the transmission allocation will conform to NAESB e-Tag
specifications.
WR4 is straightforward in that once all data is obtained, fields set, and data is used, the Applicable
Entities implement the Interchange without exceeding either the transmission allocation profile or the
reliability limit profile stated in the Confirmed Interchange. Since WR3 indicates the maximum
transmission capacity for each Transmission Service Provider in accordance with its tariffs, the
Applicable Entities in WR4 must be aware of all of the transmission allocations from Source to Sink so
that dispatch signals do not exceed the most limiting transmission allocation profile.
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WR5 is designed to assist the Balancing Authority in calculating its Net Scheduled Interchange between
Adjacent Balancing Authorities and it instructs those entities as to when to include/exclude both
Implemented and adjusted Implemented Interchange.
Specifically, WR5 instructs exclusion of the dynamic e-Tag from the Net Scheduled Interchange (NSI)
prior to the operating hour, but as stated in the NERC BAL Standards and NERC’s Dynamic Transfer
reference guideline, the Dynamic Schedule as it is used during the operating hour must be included in
the Net Schedules Interchange, and averaged out over the hour for after-the-fact accounting purposes.
Since the dispatches during the hour can be as frequent as every few seconds, the e-Tag does not need
to be updated until the completion of the current operating hour. This distinguishes the Dynamic
Schedule from other types of schedules and prevents the dynamic component of Net Scheduled
Interchange from being included with the tagged static component of Net Scheduled Interchange.
Further, by excluding the values until the end of the current operating hour, the industry is afforded a
distinct time to establish values for purposes of settlement.
WR6 indicates that the three specified entities will agree upon which of the three will submit updates
to the Dynamic Transfer profile, and (WR7) as soon after the operating hour as possible, but in no case
more than 60 minutes after the completion of the operating hour, will use the data obtained from
WR2. It should be clearly noted that prior to this occurrence, the affected entities must “mutually
agree” upon a single designated source from which the values will be gleaned. Having obtained the
data from the designated data source, and having properly designated the software fields for purposes
of Dynamic Scheduling, the Applicable Entities are instructed in WR7 to use the values obtained from
WR2 to submit updates to the Dynamic Transfer energy profile.
The specified time window identified in WR7 is designed to lock down the specified point in time at
which values will be modified after-the-fact and when the Net Scheduled Interchange updates will
appear on the WECC Western Interchange Tool net Scheduled Interchange between Balancing
Authorities.
The Source and Sink Balancing Authorities would use this information to ensure the Dynamic Transfers
do not exceed the maximum transmission capacity and that after-the-fact adjustments do not exceed
the maximum capacity indicated.
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