INNOVATIVE SOLUTIONS FOR THE DEREGULATED ENERGY INDUSTRY WESTERN ELECTRICITY COORDINATING COUNCIL WECC Interchange Tool Overview Version 2.0 September 2006 Open Access Technology International, Inc. 2300 Berkshire Lane North Minneapolis, MN 55441 Phone: 763.201.2000 Fax: 763.553.2813
Western Electricity Coordinating Council 9/14/2006 Page 2 of 10 Table of Contents 1. INTRODUCTION TO THE WECC INTERCHANGE TOOL (WIT)...3 2. OVERVIEW OF THE WIT...4 3. IMPACTS OF THE WIT...6 3.1 PURCHASING SELLING ENTITIES...6 3.2 3.3 TRANSMISSION SERVICE PROVIDERS...6 BALANCING AUTHORITIES...6 4. MORE DETAILS ABOUT THE WIT...8 4.1 E-TAG VALIDATIONS (PHASE I)...8 4.2 E-TAG AUTHORITY (PHASE I)...8 4.3 NET SCHEDULE CREATION (PHASE I)...8 4.4 WIT GUI (PHASE I)...9 4.5 NET SCHEDULED INTERCHANGE DATA EXCHANGE (PHASE I)...9 4.6 ACTUALS AND INADVERTENT (P HASE II)...9 4.7 REPORTS (P HASE II)...10 4.8 NET SCHEDULED INTERCHANGE (PHASE III)...10
Western Electricity Coordinating Council 9/14/2006 Page 3 of 10 1. Introduction to the WECC Interchange Tool (WIT) The following provides an introduction to the WECC Interchange Tool (WIT). Additional information about specific requirements will be developed by OATI and ESWG and provided to WIT users as needed in the future. This document is intended as a guide to the functionality.
Western Electricity Coordinating Council 9/14/2006 Page 4 of 10 2. Overview of the WIT The WECC Interchange Tool project is divided into three phases for implementation: 1) A single E-Tag authority enhanced E-Tag validation via a WECC Registry, and tag-based Balancing Authority (BA) Net Scheduled Interchange calculations, 2) BA Net Actual Interchange and Inadvertent calculation, and 3) provide ramped Net Scheduled Interchange values necessary for Automatic Generation Control (AGC) for optional use by BAs. The WIT will be the sole source for confirmed Interchange throughout the WECC. The WIT will also provide Graphical User Interface (GUI) and Application Programmatic Interfaces (API) to provide visibility to WECC staff, WECC Reliability Coordinators (RCs), and registered Market Monitors that are contractually obligated to monitor specific entities, only. The tool will also provide GUI and API interfaces that facilitate BAs with Net Interchange verification, After-the-Fact (ATF) reporting and checkouts, and Transmission Service Providers (TSPs) with scheduled net and directional flow information by path and flowgate as defined by the TSP. RC s may also define their own flowgates, or collections of paths. The WIT will perform E-Tag validations on every E-Tag (since the WIT is also the single E-Tag Authority service for WECC) sinking in the WECC using information provided in the WECC Registry. E-Tags passing validation, approved by the various approval entities, and receiving a composite state of IMPLEMENTED will be used by the WIT to calculate balanced schedules between BAs. When Phase 1 of the WIT is implemented and all WECC entities are E-Tagging all transactions that impact net scheduled interchange, non-balanced Net Interchanges will be eliminated and the process of verbal BA/BA communications will no longer be the only method for interchange schedule checkout. BA Net Interchanges as calculated by the WIT will be the source of the correct net scheduled interchange for the BA and must match the hourly integrated Net Schedule Interchange used to run AGC. The WIT will provide increased visibility and analysis capabilities for RC and Market Monitoring functions. It will also provide WECC Staff with tools to administer reliability compliance programs. One important note is that the schedules within the WIT are 100% E-Tag driven. In other words, all schedules that appear in the WIT will be derived from IMPLEMENTED E-Tags. The only method available for changing schedule data on the WIT is via E-Tag adjustment as allowed by the E-Tag system.
Western Electricity Coordinating Council 9/14/2006 Page 5 of 10 Figure 1 below depicts the expected information flow and interactions required. This diagram is consistent with the North American Electric Reliability Council (NERC) Interchange Scheduling and Coordination standards, the North American Energy Standards Board (NAESB) complimentary Coordinate Interchange standard, and the NERC Functional Model. Tagging Agent OATI Tagging Authority WIT webtrans PSE Requested Interchange e-tag Valid. Tagging Authority & Market Assembler (Composite Status) Confirmed Interchange Interchange Authority Actual Interchange PSEs BAs G L TSPs BAs TSPs WECC, RC, MM Figure 1: System Overview
Western Electricity Coordinating Council 9/14/2006 Page 6 of 10 3. Impacts of the WIT This section describes WIT impacts to each of the following entities: 3.1 Purchasing Selling Entities While the Purchasing Selling Entities (PSEs) do not have viewing rights to the WIT, there are impacts to every PSE. Specifically, the PSEs will need to create E-Tags consistent with the new validation rules set forth by WECC and the new WECC Registry. This may require some PSEs to recreate existing E-Tag templates to ensure that valid E-Tags are created. Initially, the WIT will only distribute notification messages to the E-Tag author if the E-Tag fails validation. Once the WECC Validation Rules and Registry are approved, E-Tags that fail validation will be deemed INVALID by the Authority upon submittal. It is expected that the necessary approvals will occur in 2007. 3.2 Transmission Service Providers WECC approved TSPs will have access to the WIT. Because of the additional WECC Validation Rules and Registry, it is expected that TSPs will experience a significant decrease in time spent processing invalid tags (such as incorrect connectivity, etc.). However, TSPs will be expected to establish and maintain their data contained in both the NERC and WECC Registries. 3.3 Balancing Authorities WECC approved Balancing Authorities will have access to the WIT and will be a major user of the WIT. The WIT will provide each BA with their confirmed Net Scheduled Interchange by utilizing Implemented E-Tags. WIT will calculate the Net Scheduled Interchange between adjacent BAs by algebraically calculating the appropriate E-Tags and adjustments that have reached the state of IMPLEMENT. Initially, each BA will need to compare their in-house Net Scheduled Interchange value used for their AGC with the Net Scheduled Interchange value calculated by the WIT. The goal is to have these two values match. Once this goal is achieved, the issue of adjacent Balancing Authorities using different Net Scheduled Interchange values during the operating hour will be resolved. The WIT provides three mechanisms by which BAs may compare their in-house Net Scheduled Interchange values with those of the WIT, as shown below:
Western Electricity Coordinating Council 9/14/2006 Page 7 of 10 Manual comparison of the Net Scheduled Interchange values. Comparison of the value displayed on the WIT s user interface with the like-hour value displayed on the BA s Energy Management System (EMS) user interfaces. Using the Electric Industry Data Exchange (EIDE) protocol or vendor s Application Programming Interface (API) to download the Net Scheduled Interchange from the WIT to the BA s EMS. Using the EIDE protocol or vendor's API to upload the in-house Net Scheduled Interchange values from the BA s EMS to the WIT where a side-by-side display of both values will be shown (one value per hour).
Western Electricity Coordinating Council 9/14/2006 Page 8 of 10 4. More Details about the WIT The following are more details about the specifics of the WIT. 4.1 E-Tag Validations (Phase I) Once validation is activated, the E-Tag Authority Service will reject any E-Tag that fails the WECC Validation Rules, which are stated below, and issue an error message. BAs and TSPs will create and maintain the WECC Registry containing validation data. Notification of E-Tag validation failures will be provided to the E-Tag Author to allow for corrections to be made to the E-Tag. WECC E-Tag Validations performed by the WIT will include: The WIT will automatically verify that the POR-POD pairs are valid for the TSP. The WIT will automatically verify for each TSP and POR-POD segment that the BA is valid. The WIT will verify that there is one, and only one, BA listed in the Scheduling Entity field per POR-POD segment, consistent with current WECC Business Practices. The WIT will validate that the BAs shown as adjacent in the E-Tag are adjacent to each other. The WIT will validate that the Source and Sink BAs correlate with the Source POR and Sink POD in the E-Tag, respectively. 4.2 E-Tag Authority (Phase I) The WIT will be the single E-Tag Authority Service for all of WECC. All WECC BAs will register this Authority Service with NERC with an effective date at the latest by December 1, 2006. 4.3 Net Schedule Creation (Phase I) The WIT will make available to each BA their confirmed Net Scheduled Interchange as determined by Implemented E-Tags and adjustments. It will calculate the Net Scheduled Interchange between adjacent BAs by algebraically summing the appropriate IMPLEMENTED E-Tags. Each BA will need to compare their in-house Net Scheduled Interchange value used for their AGC with their WIT calculated Net Scheduled Interchange value. The goal is to have the two values match in order to minimize adjacent BA using different Net Scheduled Interchange values
Western Electricity Coordinating Council 9/14/2006 Page 9 of 10 during the operating hour. 4.4 WIT GUI (Phase I) The WIT will provide the following views of the data: Total Net Scheduled Interchange (Phase I) Net Interchange by adjacent BA (Phase I) Net Interchange by Source/Sink BA (Phase I) Total Net Interchange, Total Actual Interchange, and Inadvertent (Phase II) The following views will be available as prepared views or default reports: Net interchange by POR-POD Net interchange by adjacent POR/POD by adjacent BA Net interchange by adjacent BA by POR-POD Net interchange by POR-POD by TSP Net interchange by TSP by POR-POD 4.5 Net Scheduled Interchange Data Exchange (Phase I) The WIT provides three mechanisms by which BAs may compare their in-house Net Scheduled Interchange values with those of the WIT, as shown below: Manual comparison of the Net Scheduled Interchange values. Comparison of the value displayed on the WIT s user interface with the like-hour value displayed on the BA s Energy Management System (EMS) user interfaces. Using the Electric Industry Data Exchange (EIDE) protocol or vendor s Application Programming Interface (API) to download the Net Scheduled Interchange from the WIT to the BA s EMS. Using the EIDE protocol or vendor's API to upload the in-house Net Scheduled Interchange values from the BA s EMS to the WIT where a side-by-side display of both values will be shown (one value per hour). 4.6 Actuals and Inadvertent (Phase II) BAs will supply their Actual Net Interchange by adjacent BA. The WIT will use this data to calculate Inadvertent Interchange values for each BA and compare Actual Interchange between
Western Electricity Coordinating Council 9/14/2006 Page 10 of 10 BAs. WIT will calculate Inadvertent Interchange for each BA and will provide a mechanism to set the starting values (on peak and off peak values) in a single time zone (such as PPT, etc). Each BA must select the time zone they will use. 4.7 Reports (Phase II) Various reports, including the NERC Inadvertent Interchange report, will be provided via the WIT. 4.8 Net Scheduled Interchange (Phase III) The WIT will make available the Net Scheduled Interchange values, both hour and minute-file, to each BA via both EIDE and the OATI API so that BAs may download these and use them for AGC if they so choose. These values could be used by the AGC software to calculate the instantaneous ramped Interchange values for each AGC cycle.