North American Electric Reliability Council 1 Coordinate Operations Standard Jason Shaver Standard Drafting Team Chair September 29, 2005

North American Electric Reliability Council 2 Presentation Overview Proposed Standards Key Concepts Supporting Standards Key Requirements V0 Retirements Effective Dates Questions

North American Electric Reliability Council 3 Coordinate Operations Standards: IRO-014 Procedures, Process or Plans to Support Coordinate Between Reliability Coordinators IRO-015 Notification and Information Exchange Between Reliability Coordinators IRO-016 Coordination of Real-Time Activities Between Reliability Coordinators

North American Electric Reliability Council 4 Key Concepts Purpose & Scope Ensure RC’s operations are coordinated such that there’s no adverse impact on other RCs Preserve the reliability benefits of interconnected operations Focus solely on RC to RC coordination

North American Electric Reliability Council 5 Key Concepts: Build on Other Standards Other Standards Require: Each RC must be Certified Each RC must have procedures, processes & plans for its own area Each RC must monitor & direct others to protect its own area

North American Electric Reliability Council 6 Key Concepts: Require RC to RC Cooperation  Agree to take actions under specified conditions (documented in procedures, processes, plans)  Exchange information  Notify others of impactive conditions or events  Coordinate actions

North American Electric Reliability Council 7 IRO-014 Procedures, Processes, Plans Ensure documents address all required topics Have agreement from those who will take actions Have latest version of each document available to system operators (includes those developed by other RCs) Company-specific version of documents developed by other RCs may be developed to support (not replace) an RC to RC document Available to system operators Reference source document Support source document

North American Electric Reliability Council 8 IRO-014 Procedures, Processes, Plans Documents that require notification, information exchange or coordination involving multiple RCs ‘Impactive’ operating scenarios Other activities: Communication and real-time notifications Energy and capacity shortages Outage information Voltage control Information exchanged to support reliability assessments

North American Electric Reliability Council 9 IRO-015 Notifications & Information Exchange Follow approved procedures: Notify other RCs of impactive issues Participate in agreed-upon conference calls and other communications forums Provide reliability-related information upon request

North American Electric Reliability Council 10 IRO-016 Coordination RC that identifies a problem notifies impacted RCs RCs involved agree on problem, solution, actions – document actions & notify others If RCs disagree – each re-evaluates conflicting information, takes action to preserve RC Area and Interconnection, documents actions & notifies others

North American Electric Reliability Council 11 Blackout Findings: Need to communicate emergency conditions to neighbor systems These standards: Require a procedure (agreed-upon with other RCs) for making notifications Require following procedure in making notifications of anything ‘impactive’ to another RC’s Area Require participation in agreed-upon conference calls and other communications forums

North American Electric Reliability Council 12 Implementation Plan – Revise V0 COM-002 Communications and Coordination EOP-002 Capacity and Energy Emergencies IRO-003RC – Wide Area View IRO-004RC – Operations Planning IRO-005RC – Current Day Operations TOP-005Operational Reliability Information

North American Electric Reliability Council 13 COM-002 Communications & Coordination Revise/retire requirements R2., R2.1, R2.2, R2.3 for RC to relay information to other RCs for a select set of scenarios New standards require RCs to relay information to one another for a wider scope of scenarios

North American Electric Reliability Council 14 EOP-002 Capacity & Energy Emergencies Retire/revise requirements R2 and R4 for RC to implement its capacity and energy emergency plan & inform other RCs New standards require RCs to coordinate the development and implementation

North American Electric Reliability Council 15 IRO-003RC – Wide Area View IRO-005 Current Day Operations Retire/revise requirements (IRO-003 R2 and IRO-005 R11) to notify neighboring RC of operational concerns in the neighboring RC Area New standards require notification and cooperation in resolving the operational concern

North American Electric Reliability Council 16 IRO-004 RC – Operations Planning Retire requirement R6 for RC to initiate a conference call if warranted based on a reliability analysis New standards require RCs to initiate conference calls for a wider array of scenarios

North American Electric Reliability Council 17 IRO-004- RC – Operations Planning Modify the RCs requirements to issue alerts (IRO-004 R7 and IRO-005 R15) New Standards require notifications for a wider array of scenarios – alerts may not be practical for all situations – new Standards don’t reference a specific tool

North American Electric Reliability Council 18 IRO-005 RC – Current Day Operations Retire part of R7 that requires the RC to participate in NERC hotline discussions New Standards require participation in a wider array of communications for a more specific set of scenarios – new Standards don’t reference a specific tool

North American Electric Reliability Council 19 IRO-005 RC – Current Day Operations Retire part of R9 that requires the RC to coordinate with other RCs to develop action plans for exceeding limits and to coordinate outages New Standards require coordination be agreed upon in advance and then coordinated per agreement for a wide array of scenarios, including limits and outages

North American Electric Reliability Council 20 IRO-005 RC – Current Day Operations Retire parts of R12 that require the RC to be aware of the impact of a special protection system on inter-area flows New Standards require the RCs to have procedures that address issues in one RC Area that may have an adverse reliability impact on other RC Areas

North American Electric Reliability Council 21 TOP-005Operational Reliability Information Retire requirement (R5) for the RC to share data needed for reliability assessments and coordination of operations New Standards require coordination be agreed upon in advance and then coordinated per agreement for a wide array of scenarios, including coordination of info needed for reliability assessments

North American Electric Reliability Council 22 Effective Dates 1 st Ballot Oct 4 – 13, nd Ballot Oct 21-31, 2005 BOT Adoption Nov 1, 2005 Effective Nov 1, 2006 RCs have 1 full year to become compliant

North American Electric Reliability Council 23 Questions