Technical Advisory Subcommittee Process Improvement Discussion Tom Miller, TAS Chair Western Electricity Coordinating Council

TEPPC Planning Cycle 2017 Transition Year Study Program Alignment 10 & 20 year Questions/Metrics Data Requirements Data Sourcing Modeling Enhancements Validation/calibration Documentation Perform Studies Interpret Results Reports/Socialize Lessons Learned Continuous Improvement 2017 Transition Year Goal is to make process improvements needed to support new study cycle, organizational transition and development of the 2018 Anchor Dataset 2015-2016 Study Cycle Process Pain Points Western Electricity Coordinating Council

Western Electricity Coordinating Council 2017 Transition Year Technical Advisory Sub-Committee (TAS) TAS Interim Charter Working Group Process Improvements TAS-Scenario Planning Steering Group (SPSG) Metrics Task Force Outreach to Regional Planning Coordination Group (RPCG) Outreach to Planning Coordinating Committee (PCC) TEPPC Quarterly Meetings Efficiency Western Electricity Coordinating Council

Western Electricity Coordinating Council 2017 Transition Year 2017 Study Program ADS-2018 2028 CC TAS SPSG RPCG PCC Transition Goal: develop 2017 work plan that provides band-width to support formation of new RAC organization plus engagement with Regional Planning Coordination Group (RPCG) and Planning Coordinating Committee (PCC) Western Electricity Coordinating Council

Western Electricity Coordinating Council 2017 Transition Year TAS Interim Charter Focus will be on how to get work done and supporting transition Working Groups Coordinated/Prioritized Work Plans (WG’s & WECC Staff) Best Practices for meetings and TAS updates Common Case 2026 Refinements Leverage 2026 CC for 2018 ADS Protocol and criteria for changes and posting of new version 2017 Study Program ADS-2018 2028 CC TAS Western Electricity Coordinating Council

TAS-SPSG Joint Metrics 2017 Transition Year 2017 Study Program ADS-2018 2028 CC TAS SPSG TAS-SPSG Joint Metrics Task Force Support for 20-year Cases 2017 Study Program Alignment of 10-year and 20-year planning studies Key Study Questions Develop Metrics Process: Joint TAS-SPSG Meetings The goal of the JMDTF is to guide processes and make recommendations to better align SPSG and TAS activities associated with the TEPPC Study Program. Western Electricity Coordinating Council

Joint Metrics Data Task Force (JMDTF) Guiding Principles Joint TAS & SPSG Task Force Scope and Context Focused on TEPPC Study Program Holistic Review of Parameters, Data, Models, and Assumptions Across TAS, SPSG, and Underlying Working Groups Broaden Channels of Communication Focus on Alignment of Studies Focus on Continuity and Consistency of Data, Models, Assumptions, and Activities Focus on the Transformation of Study Narratives to Parameters for inclusion in Study Data Sets Provide Recommendations to TAS, SPSG, and Underlying Working Groups Western Electricity Coordinating Council

Western Electricity Coordinating Council JMDTF Process Flow Western Electricity Coordinating Council

Western Electricity Coordinating Council 2017 Transition TAS-RPCG Engagement Seek improved engagement with development of 2017 Study Program Seek Insights into Regional Plans/Studies Data Coordination: e.g. timing of LRS Data/Key Planning Forecasts Socialize products Process: Outreach 2017 Study Program ADS-2018 2028 CC TAS SPSG RPCG Western Electricity Coordinating Council

Western Electricity Coordinating Council 2017 Transition TAS-PCC Engagement Seek understanding of PCC data set requirements Base Case Development Technical Reliability Planning challenges Socialize Products 2026 Common Case Study Results Process: Outreach 2017 Study Program ADS-2018 2028 CC TAS SPSG RPCG PCC Western Electricity Coordinating Council

TEPPC Quarterly Meetings Request: Ian McKay requested TAS and SPSG investigate ways potentially to shorten quarterly meetings by increasing efficiency and to minimize over-lap. TEPPC Update: will be provided at the upcoming TEPPC quarterly meeting TAS Working Groups Updates Pre-meeting tailboard Purpose/objectives More focused and more concise report outs TAS-SPSG Joint half day session Reduce overlap Cover topics of common interest/need Western Electricity Coordinating Council

Western Electricity Coordinating Council Wrap Up Process Improvement Lessons Learned Coordinated/Prioritized Work Plans (WG’s & WECC Staff) Best Practices for meetings and TAS updates Alignment of 10-year and 20-year Planning Studies Cross-function Coordination Reach Out to RPCG & PCC Broaden Channels of Communication Less Pain and Frustration Better Informed Better Products More Fun Let’s Work Smarter! Pick Two ! Western Electricity Coordinating Council