Long Term Planning - Market Operations

Narrative

Overview

As the electricity industry is deregulated, and as FERC defines more clearly what the market operation tariffs will encompass, three possible Regional Transmission Organizations (RTOs) in the Western Interconnection are developing seamless interfaces for Market Participants to submit energy schedules and ancillary service bids across these 3 RTOs. The 3 RTOs are California ISO (existing ISO handling the electricity market in California), RTO West (potential RTO of many northwestern utilities), and WestConnect (potential RTO of many southwestern utilities). These 3 RTOs are developing the requirements for the Western RTO functions.

Description

The following is a list of Western RTO functions related to long term planning for market operations. Only the listed functions with asterisks are represented in the diagrams and/or step-by-step descriptions in section 2. The others are either subsets of the functions or are not primarily an automated function.

1. Long Term Planning

a. Registration of Market Participants

· Credit rating of Market Participants

b. Capacity/Adequacy Market

c. Updating the Power System Model for ISO/RTO Regional Planning*

· Register transmission data with WSCC EHV database

· Perform WSCC path studies

· Perform grid assessment

· Perform new generation connection studies

· Perform RMR studies

d. Transmission and Generation Maintenance Coordination *

· Establish transmission and generation standards and guidelines

· Oversee ISO grid planning

e. Generation certification

Power System Model Update (PSMU) for ISO/RTO Regional Expansion Planning

The purpose of ISO/RTO: Regional Expansion Planning function is to develop load and capacity forecast alternatives, by collecting load and capacity forecasts from different market participants inside and outside the region, developing regional and local alternatives of load and capacity, including coordination with customers with special loads and/or generation capabilities. Also coordinating transmission system planning submitted by transmission owners, developing future regional power system model alternatives, calculating and publishing future major operational parameters for the expansion alternatives, and developing requirements for system automation., directly involving RTO/ISO planners, Generation planners, DR planners, transmission planners, distribution planners, regulators, auditors, regional planning agencies, Special Customers, NERC, and Market Participants, performing regional, long term load and capacity planning and coordination of other planners within the region, including long term adequacy and reliability analysis via studies to assist in market decisions, with key interfaces between:

1. RTO/ISO and other RTOs

2. RTO and Transmission Owners

3. RTO and Generation Companies

4. RTO and DisCos

5. RTO and Special Customers

6. RTO and Security Coordinating Councils

7. RTO and NERC

8. RTO and Regulators

9. RTO and Auditors

10. RTO and Planning Agencies

11. RTO and Government offices,

#	Event	Name of Process/Activity	Description of Process/Activity	Information Producer	Information Receiver	Name of Info Exchanged	IntelliGrid Architecture Environments
1.1a	Periodically or as needed	Update power system model	Provide updated transmission facilities model data and in-service dates	Transmission Owner	Power System Model	Transmission facilities	Inter-Control Center
1.1b	Periodically or as needed	Update power system model	Provide updated generation facilities model data and in-service dates	GenCos	Power System Model	Generation facilities	Inter-Control Center
1.1c	Periodically or as needed	Update power system model	Provide updated connection point model data and in-service dates	DisCos	Power System Model	Distribution facilities	Inter-Control Center
1.1d	Periodically or as needed	Update power system model	Provide updated connection point model data and in-service dates	Eligible Customers	Power System Model	Customer facilities	Control Center/ Corporations
1.1e	Periodically or as needed	Update power system model	Provide updated transmission facilities model data and in-service dates	WSCC	Power System Model	WSCC transmission facilities	Inter-Control Center
1.1f	Periodically or as needed	Update power system model	Provide updated transmission facilities model data and in-service dates	RTO Power System Model	Power System Model	Other RTO transmission facilities	Inter-Control Center
1.2	Periodically or as needed	Review updates	Review updates	Power System Model	RTO Programmer Engineer Personnel	Updates	Intra-Control Center
1.3	After previous step	Review power model	Assure completeness and accuracy of updated model	RTO Programmer Engineer Personnel	Power System Model	Power System model	Intra-Control Center
1.4a	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	Eligible Customers	Power System model	Control Center/ Corporations
1.4b	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	DisCos	Power System model	Inter-Control Center
1.4c	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	GenCos	Power System model	Inter-Control Center
1.4d	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	Transmission Owner	Power System model	Inter-Control Center
1.4e	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	WSCC	Power System model	Inter-Control Center
1.4f	After previous step	Issue updated power system model	Issue updated power system model	Power System Model	RTO Power System Model	Power System model	Intra-Control Center

Maintenance Coordination Function (MC) for Transmission System Planning

The purpose of Transmission Owners/Distribution Utilities: System Planning function is to develop transmission and distribution facility plans for the long term, based on load and capacity forecasts, RTO or other regional plans, regulator requirements, neighboring utility requirements, and customer requirements. In addition to facility plans, detailed automation plans will be developed, directly involving transmission data, distribution data, generation planners, customers, DR planners, regulators, auditors, vendors, regional planning agencies, and government agencies, performing long term transmission and distribution facilities and automation planning, with key interfaces between

1. TransCos and RTOs

2. TransCos and neighboring utilities

3. TransCos and generation companies

4. TransCos and DR owners

5. TransCos and planning agencies

6. TransCos and large customers

7. TransCos and government agencies,

#	Event	Name of Process/Activity	Description of Process/Activity	Information Producer	Information Receiver	Name of Info Exchanged	IntelliGrid Architecture Environments
2.1a	Periodically or upon event	Submit outage schedules	(1a) Submit relevant proposed transmission outage schedules	Other 2 RTOs	Transmission Outage Schedule	Transmission outage schedules	RTOs/Market Participants
2.1b	Periodically or upon event	Submit outage schedules	(1b) Submit long term proposed transmission outage schedules	Transmission Owner	Transmission Outage Schedule	Transmission outage schedules	Inter-Control Center
2.1c	Periodically or upon event	Submit outage schedules	(1c) Submit long term proposed Local Generation Resources (LGR) generation maintenance schedules	GenCos	LGR Generation Maintenance Schedule	Generation maintenance schedules	Inter-Control Center
2.2a	After previous step	Analyze outage schedules	(2a) Provide proposed transmission outage schedules	Transmission Outage Schedule	Maintenance Outage Function	Transmission outage schedules	Inter-Control Center
2.2b		Analyze maintenance schedules	(2b) Provide proposed generation maintenance schedules	LGR Generation Maintenance Schedule	Maintenance Outage Function	Generation maintenance schedules	Inter-Control Center
2.2c		Provide power system model	(2c) Provide Base Case model	Power System Model	Maintenance Outage Function	Power system model	Intra-Control Center
2.2d		Provide load forecast	(2d) Provide LT Load Forecast	Long Term Load Forecast	Maintenance Outage Function	Load forecast	Intra-Control Center
2.2e		Provide energy schedules	(2e) Provide all schedules already submitted by Scheduling Coordinator and all existing contracts	Energy Schedule Database	Maintenance Outage Function	Energy schedules	Intra-Control Center
2.3	At specific time and date	Determine acceptable schedules	(3) Once a month on a specific day, work with maintenance outage requests to determine acceptable outage schedules	Maintenance Outage Function	RTO Scheduler	Outage schedules	User Interface
2.4a	After previous step	Accept transmission outage schedule	(4a) Accept transmission outage schedule	RTO Scheduler	Transmission Outage Schedule	Accepted transmission outage schedules	User Interface
2.4b		Reject transmission outage schedule	(4b) Reject transmission outage schedule	RTO Scheduler	Transmission Outage Schedule	Rejected transmission outage schedules	User Interface
2.4c		Accept generation maintenance schedule	(4c) Accept generation maintenance schedule	RTO Scheduler	LGR Generation Maintenance Schedule	Accepted generation maintenance schedules	User Interface
2.4d		Reject generation maintenance schedule	(4d) Reject generation maintenance schedule	RTO Scheduler	LGR Generation Maintenance Schedule	Rejected generation maintenance schedules	User Interface
2.5a	After previous step	Transmission outage scheduling results	(5a) Receive acceptance or warning on transmission outage schedule	Transmission Outage Schedule	Other 2 RTOs	Outage scheduling results	RTOs/Market Participants
2.5b		Transmission outage scheduling results	(5b) Receive acceptance or rejection of transmission outage schedules	Transmission Outage Schedule	Transmission Owner	Outage scheduling results	Intra-Control Center
2.5c		Generation maintenance results	(5c) Receive acceptance or rejection of LGR generation maintenance schedules	LGR Generation Maintenance Schedule	GenCos	Generation maintenance schedule results	Inter-Control Center