1. E-Tag Notification Assignment NAESB OS Sep 17-19, 2013 Seattle, WA Assignee – Robin Cross Seattle City Light Interested Resources: Marie Pompel - BPA Power Mike Stiegerwald - BPA Transmission Kelly Casto BPA - Transmission Rebecca Berdahl - BPA Transmission Joy Liechty - Seattle City Light cameo appearances by Cory Anderson - Seattle City Light and Bob Zerfing - BPA Transmission

2. 2 E-Tag Notification Assignment Assignment Question 1: 1) Need to clarify the expectations of the Transmission Customer (reservation holder) wants to merely to provide notice to tag authors or whether do they want the ability to adjust tags.

3. 3 E-Tag Notification Assignment Assignment Question 2: 2) Is there a requirement needed for tag authors to implement tag adjustments directed by the Transmission Customer (reservation holder).

4. 4 E-Tag Notification Assignment Assignment Question 3: 3) Should there be a requirement for the Transmission Provider to notify the Transmission Customer (reservation holder) of the tags affected due to competition.

5. 5 Assignment Question 1 1) Need to clarify the expectations of the Transmission Customer (reservation holder) wants to merely to provide notice to tag authors or whether they want the ability to adjust tags. Notice to E-tag authors would be very helpful to Transmission Contract Holder, “TCH”. Enabling TCH adjustment of E-tags authored by an entity other than the TCH (e.g. sink) would be preferred.

6. 6 Assignment Question 1 Con’t: “1) Need to clarify the expectations of the Transmission Customer (reservation holder) wants to merely to provide notice to tag authors or…” If requirements are limited to notification only : –What systems (OASIS, ETS, other??) are necessary to identify and select the E-tags and subsequently notify E-tag authors of the need to make adjustments? –Which entity (TC?, TSP?) should determine which E- tags should be notified that adjustment is required?

7. 7 Assignment Question 1 Con’t: 1) “… or whether they [TCH] wants the ability to adjust tags. Interest of TSP and TCH may be aligned in desiring the ability for the TCH to adjust E-tags authored by others. Believe this question is primarily an issue for the ETS functionality.

8. 8 Assignment Question 2 2) Is there a requirement needed for tag authors to implement tag adjustments directed by the Transmission Customer (reservation holder). If E-tag authors are only notified (in the long run or short run), a requirement for E-tag authors to implement E-tag adjustments directed by TCH should be developed. Believe such a requirement should be included in NAESB OS standards!?!?

9. 9 Assignment Question 3 3) Should there be a requirement for the Transmission Provider to notify the Transmission Customer (reservation holder) of the tags affected due to competition. Need to further clarify this question..Is this a timing question? –E.g. at the beginning of a ROFR process when a competition has been kicked off? –Assignee (R. Cross) and interested resources have not scoped this question yet.

10. 10 E-Tag Notification Options Notification only options (OASIS?): Option 1 - Identify AREF and impacted period and notify TCH Option 2 - Identify AREF and impacted period and associated E-tags and notify TCH

11. 11 E-Tag Notification Options OASIS? and E-tag? Notification only: OASIS? - Identify AREF and impacted period and associated E-tags and notify TC (contract holder) and E-tag authors, TC and E-tag authors also notified (via ETS or similar tagging software) of E-tags to be modified.

12. 12 E-Tag Notification Options OASIS/E-tag Notification and TCH E-tag Adjustment: OASIS? - Identify AREF and impacted period and associated E-tags and notify TCH (contract holder) and E-tag authors, TCH and E-tag authors also notified (via ETS or similar tagging software) of E-tags to be modified. TCH adjusts E-tags (via E-tag system?)

13. DRAFT E-Tag Notification Presentation NAESB OS Mar 26-28, 2013 Seattle, WA

14. 14 E-Tag Notification Feb 20-21 NAESB Motion 46 “If a Confirmed transmission Reservation loses capacity due to Preemption or not exercising ROFR, all valid e-Tags using that Reservation will be notified thru the tagging software that an AREF on the tag has lost capacity due to Competition and will cite the specific AREF number.”

15. 15 E-Tag Notification Proposed Revised Motion XX Replacement for Motion 46 (withdrawn at Feb 2013 OS) “When a Confirmed transmission Reservation loses capacity due to the Preemption and Competition process, all active (pending or confirmed) impacted e-Tags using that Reservation will be notified that an AREF on the tag has lost capacity and the notification will cite the specific AREF number.”

16. 16 E-Tag Notification Revised Motion XX Definition - “impacted” means only e-Tag’s that include the interval recalled/displaced within their respective start/stop time. Example 1: Only e-Tag’s for day-3 will receive a notification when 3-day AREF loses capacity on day 3. –E-Tag’s flowing on days 1 and 2 will not receive a notification. Example 2: e-Tag’s flowing only for H24 will not receive a notification when a 1-day AREF loses capacity for H1.

17. 17 E-Tag Notification Purpose Helps customers meet obligations to reserve and tag schedules within transmission capacity commercial rights Protect all customers and the TSP from inadvertent e-Tag flow that could exceed reserved capacity

18. 18 E-Tag Notification Issues Main areas of concern: TSP Liability Out of Scope of Competition Software

19. 19 E-Tag Notification Issues TSP Liability Same liability as validating a new e-Tag. –Newly submitted e-Tag’s may go through a demand check validation to ensure the value tagged is not above the available capacity of any AREF in the e-Tag. TSP’s that confirm an e-Tag that exceeds the reservation rights are not held liable. –The liability still resides with the customer to not schedule over their confirmed rights. These same principles would apply to e-Tag notifications for loss of capacity due to competition.

20. 20 E-Tag Notification Issues TSP Liability Con’t. The TSP will be at no higher amount of liability for at Competition notification than they are currently for e- Tag approval. TSP’s can have disclaimers that the customer is always liable for any potential penalties, even in the event of a notification failure.

21. 21 E-Tag Notification Issues Con’t Scope of Competition E-Tag notification for lost capacity is within the scope of Competition discussions, because the problem only exists due to the implementation of Competition –Therefore lead role should fall under the NAESB OS. –Resolution on this specific sort of notification should be lead and coordinated by NAESB OS Task Force. »Work with another subcommittee (e.g. JESS) to determine specific information flow may be needed.

22. 22 E-Tag Notification Issues con’t Software All motions passed will require software changes at some level. Motion for e-tag notification will not limit mechanical flow or software design. Motion will not limit which software products currently in use may be efficiently and effectively modified to enable e-tag notification.

23. 23 E-Tag Notification Propose Adopting Revised Motion Revised Motion XX Replacement for Motion 46 (withdrawn at Feb 2013 OS) “When a Confirmed transmission Reservation loses capacity due to the Preemption and Competition process, all active (pending or confirmed) impacted e-Tags using that Reservation will be notified that an AREF on the tag has lost capacity and the notification will cite the specific AREF number.”

24. 24 E-Tag Notification Revised Motion XX Definition - “impacted” means only e-Tag’s that include the interval recalled/displaced within their respective start/stop time. Example 1: Only e-Tag’s for day-3 will receive a notification when 3-day AREF loses capacity on day 3. –E-Tag’s flowing on days 1 and 2 will not receive a notification. Example 2: e-Tag’s flowing only for H24 will not receive a notification when a 1-day AREF loses capacity for H1.

25. 25 E-Tag Notification Next Steps Convene an OS lead task force Coordinate w/ JESS to resolve any data needs Review data already available in OASIS (e.g. WEQ-013) Determine if any standard language or software specs exist that create a link between OASIS and e-Tag’s Ask TSP’s if their software already includes this type of link?