1. Interchange Scheduling and Accounting Subcommittee
NAESB WEQ Update
Interchange Scheduling and Accounting Subcommittee
Sept 18, 2019
Mike Steigerwald
BPA

2. Objective
Provide a broad overview of the activities of the NAESB Wholesale Electric Quadrant across the lifecycle of standards development.
Disclaimer: Presenter does not represent NAESB. I am BPA’s representative to the NAESB WEQ Executive Committee. I am also a co-chair of the OASIS subcommittee.
NAESB ISAS /18/19

3. NAESB WEQ Standard Development Lifecycle
WEQ Triage and Prioritize Request
Industry
Formal Comment
to NAESB EC
(30 days)
Industry
Informal Comment
to NAESB
(30 days)
EC considers:
Standards approved by the subcommittee in step 2.
Formal comments filed by industry in step 3.
Subcommittee
Standard
Development
and Vote
WEQ
Executive Committee Vote 2a 3 4 2
Industry
NERC
WEQ Membership Segment Vote (30 days) 1 5
SRS
Standard development Directive to NAESB 6 8
Standards Published & filed with FERC (1-2 years)
Voluntary for jurisdictional entities until ‘adopted by reference’ by FERC Order.
FERC
Order 7 9
FERC Issues NOPR to Industry
Implementation Directive to Industry
Industry has 60 days to comment to FERC on proposed standards.
NAESB ISAS /18/19

4. Subcommittee Development Backlog1
2020 Annual Plan being drafted.
Subcommittee Development Backlog
Topic
Sub
Description and Status
NITS OS
Define rollover rights for NITS (API 3e).
Initial scoping has been done, but it has taken a backseat to other priorities. Will restart next year.
Curtail Info on OASIS
BPS
Posting of additional curtailment information on OASIS per FERC Order 890 (API 2.a). Will apply only to interconnection-wide congestion management.
Draft standards are mostly done, but it has also taken a backseat. Will restart next year.
NAESB ISAS /18/19

5. Subcommittee Development In-progress2
Subcommittee Development In-progress
Topic
Sub
Description and Status
NITS OS
Modifications to the original NITS standards based on learnings from the NITS industry implementation (API 3c). Should be voted out this year.
DLT
WEQ
Initially focused on investigating whether standards are needed to apply Distributed Ledger Technology (DLT) to Renewable Energy Certificates (REC). Focus has shifted to considering standardizing data elements used for REC Contracts in the voluntary market (not those for RPS). Still in the scoping phase. There has been no decision yet to pursue actual standards development.
ACA
Cybr
Annual review of the Authorized Certification Authorities accreditation (API 4a).
NERC CIP
Annual review of the NERC CIP standards (API 4b).
DOE Surety Assessment
Joint OS
At the request of DOE, Sandia National Labs conducted a “surety assessment” of NAESB standards regarding cybersecurity protections. The identified risks deemed “low”.
Both the OASIS and Cybersecurity subcommittees are working to incorporate the report’s recommendations. Target end of year completion.
NAESB ISAS /18/19

6. Pending Informal Comment
Subcommittee still actively working.
Pending Informal Comment
Topic
Sub
Description and Status
NAESB ISAS /18/19

7. Pending Formal Comment3
Subcommittee passed to the EC.
Pending Formal Comment
Topic
Sub
Description and Status
EIR OS
Require OASIS to use EIR to validate request information (API 3a).
Subcommittee voted “No Action” on this as it was deemed to potentially cause more problems than it would solve.
Out for Formal Comment until 09/20/19.
Tag Timing
CISS
Request to clarify tag timing requirements in WEQ TPs and BAs are not meeting the strict approval windows defined in NAESB WEQ-004 and NERC INT-006 due to misapplication of these timing requirements. (API 3h)
Voted out of the Coordinate Interchange Scheduling Subcommittee 02/12/19.
Send back to CISS on 03/26/19 by Executive Committee to work with NERC.
NERC rejected request for clarification saying the INT standards are clear.
Same recommendation voted out of the CISS again on 08/16/19.
Formal Comment period ends today.
INT Retirements
Review WEQ-004 and other tagging standards in light of NERC proposal to retire the following: INT and INT , INT-006 (R3.1, R4, R5) and INT-009 (R2).
Voted out of the CISS on 08/16/19.
MOD Retirements
BPS
Review WEQ-023 Modeling standard in light of NERC proposal to retire MOD standards (including withdrawal of MOD-001-2).
Most content from NERC MOD has been moved to NAESB WEQ-023.
Out for Formal Comment until 10/07/19.
NAESB ISAS /18/19

8. Pending Executive Committee Vote4
Next EC meeting will be 10/15/19.
Pending Executive Committee Vote
Topic
Sub
Description and Status
Interchange Modeling OS
Improve transmission planning models by making visible a complete path associated with long-term firm interchange when partial path requests are made (API 3d). The eastern regional coordination committee driving this has since found other ways of getting the needed planning information.
“No Action” recommendation passed by OS on 04/17/19.
Formal Comment period closed on 05/20/19.
NAESB ISAS /18/19

9. Pending Membership Segment Vote5
30 day vote by all NAESB members
Pending Membership Segment Vote
Topic
Sub
Description and Status
NAESB ISAS /18/19

10. Pending NAESB Publication6
No publication date announced.
Pending NAESB Publication
Topic
Sub
Description and Status
3rd Party Planning Redispatch OS
BPS
Redispatch Cost Posting to allow for posting on OASIS of 3rd party offers of Planning Redispatch services per FERC Order 890 (API 2.a.i.2). The TP is obligated to provide the posting mechanism on OASIS for 3rd party offers of Planning Redispatch. There is no obligation for any party to use this functionality.
Voted out of the OASIS and Business Practice Subcommittees on 01/23/18.
Voted out of the Executive Committee on 04/24/18.
Voted out of the Segment Membership on 05/25/18.
Templates
Update OASIS Query/Response templates to allow more flexible and efficient queries for some templates (API 3b).
Voted out of the OASIS subcommittee on 06/19/18.
Voted out of the WEQ Executive Committee on 08/21/18.
Voted out of the Segment Membership vote on 09/24/18.
Untagged Pseudo-ties
Update OASIS to ensure that capacity reserved for untagged Pseudo-ties is preserved for that purpose (API 3e). The basic requirement does not apply to BPA as Pseudo-ties are tagged in the west. But the proposed standards define a generic way to encumber a TSR for ad-hoc use (i.e., beyond Resale, Redirect, etc). BPA may indeed find a use for such a capability in the future.
Voted out of the OASIS subcommittee on 08/22/18.
Voted out of the Executive Committee on 10/09/18.
Voted out of the Segment Membership on 11/15/18.
NAESB ISAS /18/19

11. Pending NAESB Publication (continued)6
No publication date announced.
Pending NAESB Publication (continued)
Topic
Sub
Description and Status
PTP Rollover Notification OS
Automatically notify customers when PTP renewal deadline approaches (API 3b).
Voted out of the OASIS Subcommittee 11/17/18.
Formal Comment period closed 12/28/18 with no opposition.
Voted out of the Executive Committee on 03/26/19.
Voted out of the Segment Membership on 04/30/19.
Dynamic Notification
Updates to the Dynamic Notification ( ) on OASIS to provide a more generic notification capability (API 3.f). Developed in conjunction with updates for PTP Rollover Notification above (API 3f).
NHM
Modify Next Hour Market (NHM) service to be more applicable to the western EIM (API 3.g). Draft changes make it clear that the tag priority 0-NX can be used for purposes other than Next-hour Market (NHM) service, such as EIM.
Voted out of the OASIS Subcommittee 02/19/19.
Formal Comment period closes 03/20/19.
NAESB ISAS /18/19

12. Pending FERC NOPR 7 Last NOPR just closed in July. Topic Sub
Description and Status
NAESB ISAS /18/19

13. Pending FERC Final Order8
v003.1 published 09/30/15. NOPR closed Sept 2016.
Pending FERC Final Order
Topic
Sub
Description and Status
Entergy / Dynegy OS
Standards for treatment of Parent reservation when Redirect is lost to Preemption and Competition per FERC Order 676-H. Lots of NOPR comments to FERC.
ATC Standards
BPS
NAESB standards to complement NERC ATC MOD A. In the NOPR, FERC declined to adopt these NAESB standards pending separate ATC proceedings.
DUNS
Make the use of DUNS numbers optional. Little NOPR comment.
WEQ-004
CISS
Modify WEQ-004 to require tagging of intra-BA transactions (replace INT-011-1).
Source/Sink
Source/Sink will be unmasked once a TSR is in any final state.
AFC/TFC
Updates templates for posting of AFC and TFC information (like ATC/TTC).
Resales
Resales will now be submitted as ACCEPTED rather than CONFIRMED. CF
TP’s will be able to extend the period for Biennial Reassessment of Conditional Firm.
1d Narrative
Clarifies that TP’s will have 1 business day to post a narrative for zero ATC.
Secondary Network
Clarifies that a TP may invalidate a request to terminate Secondary Network service that exceeds the capacity that is unscheduled.
SAMTS
Clarifies how reservations included in a Coordinated Request are handled if displaced.
NAESB ISAS /18/19

14. Pending FERC Final Order (continued)8
v003.2 published 12/08/17. NOPR closed July 2019.
Pending FERC Final Order (continued)
Topic
Sub
Description and Status
Consolidation OS
New OASIS request type that will be used to consolidate multiple “like” reservations into a single reservation for easier tagging. Replaces current practice of customers reselling TSR’s to themselves. Aggregation of Resales will still be allowed, but Reseller and Assignee must be different customers. Approved by NAESB Nov’16.
Market Operator
CISS
Changes needed to WEQ-002 (S&CP), WEQ-004 (Coordinate Interchange), and Electric Industry Registration (EIR) to support the Market Operator role for eTag Approved by NAESB Sep’16.
EIR
Remove all NERC references from WEQ-022 (which govern the EIR). Approved by NAESB Mar’17.
Manual Time Error Correction
BPS
Retire WEQ-006 (Manual Time Error Correction) due to NERC retirement of BAL Approved by NAESB Mar’17.
Separate FERC NOPR closed fall 2018.
Dynamic & Pseudo-tie Tagging
Modify WEQ-004 following proposed retirement of NERC INT (API 1.d.i). NAESB standards to require RFI for Dynamic and Pseudo-ties mimic the previous NERC standards. Approved by NAESB Sept’17.
NAESB ISAS /18/19

15. Pending FERC Final Order (continued)8
v003.2 published 12/08/17. NOPR closed July’19.
Pending FERC Final Order (continued)
Topic
Sub
Description and Status
Short-term Preemption/ Competition OS
Five year effort to develop standards for Short-term Preemption and Competition was completed per FERC Order Approved by NAESB Nov’17.
This includes a late amendment pushed by the west and led by BPA to resolve a gap in how certain Defenders with ROFR were treated if they were unable to exercise ROFR. Amendment adopted by the EC despite opposition from Duke and Southern.
Consistency Changes
In July, the OASIS subcommittee also approved various changes to OASIS standards (WEQ-001, 002, 003, and 013). These are considered “consistency” changes to remove NERC references, ensure language alignment between NERC/NAESB, etc. Approved by NAESB Nov’17.
DSM-EE
In Aug, the DSM-EE subcommittee approved various changes to WEQ-015, 018, and These are also “consistency” changes to ensure alignment between NERC/NAESB. Approved by NAESB Nov’17.
NAESB ISAS /18/19

16. Implementation In-progress9
Implementation In-progress
Topic
Sub
Description and Status
NAESB ISAS /18/19

17. Implementation Complete9
Implementation Complete
Topic
Sub
Description and Status
NAESB ISAS /18/19

18. With questions or feedback
Contact
With questions or feedback
Mike Steigerwald
(360)
NAESB ISAS /18/19

19. Background
NAESB ISAS /18/19

20. North American Energy Standards Board (NAESB)
Wholesale
Retail
An industry forum for the development and promotion of standards which will lead to a seamless marketplace for wholesale and retail natural gas an electricity.
4 quadrants
BPA participates in the Wholesale Electric Quadrant (WEQ).
Wholesale Electric Quadrant
(WEQ)
Co-chairs:
Roy True (ACES)
Josh Phillips (SPP)
Retail Electric Quadrant
(REQ)
Electric
Wholesale Gas Quadrant
(WGQ)
Retail Gas Quadrant
(RGQ)
Gas
NAESB ISAS /18/19

21. Summary of WEQ Subcommittees
OASIS (OS): Owns processing of TSR’s and posting requirements on OASIS.
By far the most active subcommittee in WEQ.
Standards and communication protocols for OASIS (WEQ-000, 001, 002, 003, 013).
Coordinate Interchange Scheduling (CISS): Owns tagging.
Interchange scheduling (tagging) standards (WEQ-004) and the e-Tag Functional Specification.
Standards and enhancements to the Electric Industry Registry (EIR).
Cybersecurity (CSS): Ensure secure exchange of market data across the internet.
Owns the Public Key Infrastructure (PKI) standards (WEQ-012) and the Accreditation Specification that together govern vetting of Authorized Certificate Authorities (ACA).
Also performs Annual Reviews of NERC/CIP.
Demand-side Management/Energy Efficiency (DSM-EE): Emerging standards.
Standards for Demand Response, SmartGrid, and Energy Efficiency (WEQ-015, 018, 020, 021).
Business Practice (BPS): Owns standard development for areas not covered above.
Takes the lead for standards development not clearly owned by another subcommittee.
Standards Review (SRS): Support for other standard development subcommittees.
Reviews changes to NERC standards in order to assess impact on NAESB WEQ standards.
Reviews proposed WEQ standards for consistency and uniformity.
Other subcommittees are ad-hoc or process-related: Annual Plan, Parliamentary, Triage, FERC Forms, etc.
NAESB ISAS /18/19

22. Prior Implementation Complete
Implementation of major NAESB items.
Prior Implementation Complete
Topic
Sub
Description and Status
eTag 1.8.2
CISS
April 2015: Changes to tagging and Curtailment Manager to manage overlapping Reliability Limits from different TP’s.
SAMTS OS
May 2015: Enables customers to coordinate transmission requests across multiple TP’s per FERC Order 676-H.
Rollover Rights
May 2015: Grants Rollover Rights to firm Redirects per FERC Order 676-H. Also allows a customer to explicitly waive such rights.
NITS
March 2017: Implementation of wide-ranging standards for Network Integration Transmission Service.
eTag 1.8.3
Oct 2017: Functional Specification approved to split Market Operator out as a new role, separate from TP and BA. Implemented industry-wide on 10/10/17. eTag retired on 11/07/17.
NAESB ISAS /18/19