Data Coordination Working Group DCWG Meeting

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Data Coordination Working Group (DCWG) Meeting
September 18th 19th Energy Information
Administration (EIA) Washington, DC Room 2E-069
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DCWG Meeting Agenda (Day 1)September 18, 2008
100p.m.500 p.m.

• Introductions
• Logistics, objectives of the meeting
• Updates from EIA
• Status of Presidential Permits
• Update on Forms Requirements
• Status of 2011 data collection forms
• EIA letter to NERC on what they want
• (Schedule 3 and 4, power flow data, etc)
• Collect probability/certainty data on generation
  in LTRA
• Data to collect for renewables
• Granularity of transmission data

• Update NERC-EIA Memorandum of Understanding
• Review new schedules for data collection
• How does NERC map LTRA data into 411
• Matching NERCs UGD and 860
• Update on data collection effort by EIA on coal
  delivery issues
• Schedule-1 data needs

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DCWG Meeting Agenda (Day 2)

• September 19, 2008 800a.m.1200 p.m.
• Review NERC reliability assessment process and
  analysis Updates from EIA
• Posting Policy
• Review various Task Force Activities and their
  impact on DCWG
• NERC plans for presenting data in reliability
  assessments
• Feedback from LTRA workshop
• Status update on the DCWG and RAS work plans
• Feedback from regions on Winter and LTRA forms
• Capacity margin proposal by WECC and NERC's
  findings on collecting Schedule 2 data
• Update on Task 4 Review the NERC Analysis and
  Processes, of DCWG work plan
• Schedule next briefing call for DCWG
• Adjourn

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Objectives

• Improve coordination with EIA
• Decide on data needs
• Review Data needs approved by PC
• Includes NERC requirements for the LTRA and
  Seasonal Assessments
• Develop feedback to RAS
• Review DCWG work plans and status

5
Updates From EIA John Makens

• Updates from EIA
• Status of Presidential Permits
• Update on Forms Requirements
• Status of 2011 data collection forms
• EIA letter to NERC on what they want (Schedule 3
  and 4, power flow data, etc)
• Collect probability/certainty data on generation
  in LTRA
• Data to collect for renewables
• Granularity of transmission data

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Data Collection of Renewables

• 140,000 MW (nameplate) of wind to be added in
  coming 10 years
• Capacity available on peak ranges from 8.7 to
  26

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Demand-Side Management Data
8
Demand-Side Management Data
9
Reliability Metrics Working Group

• Schedule 5 mileage data

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TADS Data Collection Forms

• 2.1 Joint AC/DC Circuits
• 2.2 Joint AC/DC BTB Converters
• 3.1 AC/DC Circuits Inventory
• 3.2 Transformer Inventory
• 3.3 AC/DC BTB Converter Inventory
• 3.4 Summary Automatic Outage Data
• 4.1 AC Circuit Outages
• 4.2 DC Circuit Outages
• 4.3 Transformer Outages
• 4.4 AC/DC BTB Converter Outages
• 5.0 Event ID Codes

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TADS Overview of Data Metrics

• Element Inventory Data
• Automatic Outage Data (each outage)
• Outage ID
• Event ID Code
• Fault Type
• Outage Initiation Code
• Outage Start Time
• Outage Duration
• Outage Cause Codes
• Initiating
• Sustained
• Outage Mode

• Basic metrics
• Outage frequency
• Outage duration
• Mean time between failure
• Mean time to repair
• Median time to repair
• Percent availability
• Percent of Elements with no outages
• Disturbance report events
• Other metrics developed as needed
• RE can add additional metrics

12
New Transmission Data

• Transmission Data Reporting
• Schedule 5
• Existing
• Planned
• Proposed

13
NERC/EIA Data Interface
KEY NERC North American Reliability
Corporation EIA Energy Information
Administration ESD Electricity Supply Demand
database Unified Generator Database 860
Annual Electric Generator Report (US only) 411
Long-Term Generation Supply Data (US Only) LTRA
Long-Term Reliability Assessment Data
Collection (Contains 411 Data)
CA/MXGenerator Data
All Data
NERC
EIA
ESD
411 Data
860 Data
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Reliability Assessment Data Collection Process

• Workbooks are copied to server folder and renamed
• Data is extracted from workbooks and imported
  into an MS Access database
• Data is queried and exported to Excel
• Tables and charts are inserted into a draft LTRA
  report

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Data Collection Process (Summer)

• ERO-SUMMER2009.xls workbook is sent as an
  attachment to the Data Request letter in October
• Data submissions and narratives due to NERC by
  March 31
• Notification of data corrections by April 15
• Corrected submissions due by April 30
• Publish report May 15

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Data Collection Process (LTRA)

• ERO-LTRA2009.xls workbook is sent as an
  attachment to the Data Request letter in October
• Data submissions narratives due by May 1
• Notification of data corrections by June 15
• Corrected submissions due by July 30
• Publish report October 15

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Review NERC Reliability Assessment Process and
Analysis

• Capacity Margins
• Layered Approach
• Metric to evaluate resource adequacy
• Used for Special Reliability Assessments
• 2007 Capacity Margins
• Available Resources
• Potential Resources

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NERCs Reliability Assessment Analysis
This slide is a simulation of the categories
and does not reflect actual data
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Data Analysis Process

• Tables and Charts
• Compare to previous years data
• Identify trend differences
• Flag and follow up on outliers
• Review demand and capacity projections
• Check for consistency with the self-assessment
  text
• Review capacity margin trends
• Identify when curves drop below target (NERC
  Reference Level)
• Check for consistency with the self-assessment
  text

20
Data Analysis Process
21
Data Analysis Process

• Additional Data Queries
• Support emerging issues
• Identify industry trends
• Ad-hoc
• Perform NERC Special Reliability Assessments
• Retrofit of Once-Through Cooling Generation

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NERC Special Reliability AssessmentRetrofit of
Once-Through Cooling Generation

• NERC Special Assessments offer an opportunity to
  analyze potential reliability concerns for the
  future
• Along with third-party data, NERC was able to
  capture retirement and retrofit effects of the
  proposed EPA 316b rule.

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Other Data Activities

• Electricity Supply and Demand (ESD)
• LTRA data exported to Excel
• Includes historic capacity and demand data since
  1990
• Contains EIA-860 Generator data
• Available for purchase - 5,000
• NERC members - FREE
• Regional Council members - FREE
• Government agencies - FREE
• Educational Institutions - FREE
• Provide support

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Problems

• Lack of Consistency
• Data and definition revisions
• Output to tables and charts
• Year to year comparison are cumbersome
• Supporting questions and teaching the world
• No IT Support
• No 1-Click Solution
• Need to Improve data collection system at NERC
• Systems require re-tooling
• Adopt Best Practices from Other Regions

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DCWG Support

• Process Improvement
• Helpful tools or applications?
• Any suggestions?

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Posting Policy

• File Type Size Date
  Description
• Acrobat 19 KB 08/26/08 DCWG Roster (August
  26, 2008)
• PowerPoint   677 KB 06/19/08 DCWG Work Status
  Report as of June 16, 2008
• PowerPoint  655 KB 04/22/08 DCWG Work Status
  for RAS as of April 9, 2008
• Acrobat   37 KB 04/11/08 NERC Reliability
  Assessment Process
• Acrobat   74 KB 04/11/08 Data Collection
  Survey - Regions
• Acrobat   75 KB 04/11/08 Data Collection and
  Analysis Process
• PowerPoint  966 KB 04/11/08 Data Collection
  and Analysis Process Presentation
• Acrobat   19 KB 04/11/08 Data Collection
  Experience and Issues for the 2008 Data
  Collection
• Acrobat 51 KB 04/11/08 DCWG 2008-2010 Work
  Plan
• PowerPoint  83 KB 04/11/08 DCWG Action Items
• PowerPoint  670 KB 04/11/08 DCWG Work Status
• Acrobat   26 KB 04/11/08 DCWG Transparency
  Issues
• PowerPoint 679 KB 04/11/08 DCWG Work Status
  for RAS
• Acrobat 102 KB 04/11/08 Meeting Agenda -
  April 9, 2008 (Washington, D.C.)
• PowerPoint  690 KB 04/11/08 PC Activities
• Acrobat 56 KB 01/30/06 Meeting Minutes -
  December 14-15, 2005 (Tampa, FL)

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Review of Various TF/WG Activities

• RAS
• Need for More granularity in Transmission
• Need to add one more year to data collection to
  eliminate current Summer in LTRA
• RAITF Reliability Assessment Improvement
• RAGTF Reliability Assessment Guidebook
• RMWG Reliability Metrics

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Proposed Capacity Definitions

• These definitions represent an enhancement over
  the current set in use for reliability
  assessments.
• Proposed definitions were presented to the NERC
  PC at the June 4-5, 2008 meeting in Toronto for
  comment, and were also circulated to the PCs
  subgroups.
• The proposal addresses PC specific advice
• treatment of resources in organized markets, and
• deals with the deliverability within the
  recommended categories

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Comparison to Current Definitions
Current Definitions
Proposed Definitions

• Existing Certain
• Existing Uncertain
• Future Planned
• Future Proposed

• Existing Certain
• Existing Other
• Existing but Inoperable
• Future Planned
• Future Other
• Conceptual

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General Concepts for Reporting Capacity

• All existing capacity resources (iron in the
  ground) must be reported in one of the Existing
  categories
• In cases where categorization is unclear or
  difficult to determine, report as Other
• Future capacity resources have achieved one of
  the milestones outlined in the definition (some
  degree of confidence that the resource will
  become available)
• Milestones include permitting, site work, or
  contracting status
• Conceptual category used to capture expected
  resources that are less certain or are still in
  the planning/development stages (i.e. resources
  that could not be classified as Future)

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RAG Reliability Assessment Guidebook

• The goal of this Guidebook is to
• Improve consistency and transparency of
  assessments
• Increase granularity in assessments
• Outline the process to assess emerging industry
  issues
• Foundations/expectations/requirement for the NERC
  portion of the assessments
• Provide a framework for conducting comprehensive
  and independent assessments
• This Guidebook will be a reference for regional
  entities and registered entities, and is
  organized to clarify reliability assessment
  expectations and objectives.
• It is intended to document expectations and
  provide a comprehensive outline for reliability
  assessments.

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RAG Status

• First Draft Completed, materials provided by
• RIS
• DCWG
• LFWG
• NERC Staff
• Report being reviewed by RAG Task Force
• Draft being Readied for October-November

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RAG Updated Schedule

• June 15 Draft Outline Completed
• June 30 Industry review of Draft Outline
  Completed
• September 30 Review of Draft with RAG members
• October 15 Guidebook preparation completed
• December 5-6 Review final Reliability Assessment
  Guidebook completed by PC
• December 30 Reliability Assessment Guidebook
  completed and launched

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DCWG 2008 Work Plans 1

• Seasonal and Long-Term Reliability Assessment
  Guidebook
• Background Regional entities perform reliability
  assessments using a variety of tools, assumptions
  and methodology. There is a need to provide a
  guidebook, for the regional entities to use in
  preparation of the assessments and for peer
  reviewers to ensure consistency in the
  reliability assessments, outlining NERCs
  expectations and forming a foundation for a
  sufficiently robust reliability assessment. The
  objectives of the reliability assessment
  guidebook are
• Clarifying reliability assessment expectations
• Fortify peer review of assessments
• Address inconsistency in regional responses
• Ensure transparency
• Increase linkage between NERC staff and regional
  assessments
• Balancing areas that cross regional entity
  boundaries, especially regional transmission
  organizations (RTOs) and Independent System
  Operators (ISOs), may require attention as their
  assessment can be fragmented between two regions
  and may not accurately reflect reliability
• The DCWG will contribute to the data collection
  portions of the LTRA Guidebook.

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DCWG 2008 Work Plans 2

• Use of Scenario evaluations to incorporate
  emerging issues
  into LTRA
• Background he LTRA provides a reference case
  from which select scenarios can be compared.
  Identifying significant emerging issues should
  drive scenario development. A process has been
  proposed by the RAITF that includes RIS/TIS/RAS
  identification of emerging issues, survey of the
  PC membership to develop a risk matrix, vetting
  the results and development of reliability
  assessment for comparative purposes to the LTRA
  reference case. Once approved by the PC,
  materials to support this process and execution
  of the process are next steps.
• DCWG will work with the Regional Entities to
  incorporate the data requirements for the 2009
  and 2011 scenarios

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DCWG 2008 Work Plans 3

• Metrics development for 1-5 and 6-10 years
• Background The certainty and granularity of
  long-term and seasonal reliability assessments
  are different between the 1-5 year and the 6-10
  year timeframes of the 10-year LTRA. In addition,
  metrics are also needed for seasonal assessments
  to provide an indication of continuity between
  the operating and future planning horizons.
  Meaningful metrics (beyond just capacity margin)
  are required to more fully assess
  regional/subregional reliability and adequacy and
  achieve an appropriate level of granularity this
  work will also include considerations about the
  data that needs to be collected to calculate
  these metrics.
• DCWG will enhance the seasonal and LTRA data
  collection templates to support the metric
  collection
• DCWG to develop data collection forms and
  instruction sheets to support the collection of
  data and metric requirements identified
• DCWG will ready seasonal and LTRA templates for
  2009 data collection by October 2008

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DCWG 2008 Work Plans 4

• Review the NERC reliability assessment analysis
  and processes
• The DCWG will review the NERC data collection
  process and reliability assessments for seasonal
  and LTRA and propose enhancements to the
  reliability indexes measured by NERC.
• Report that outlines the current data collection
  process/analysis and, if applicable, make
  recommendations for improvements.
• Report due to RAS in December 2008

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DCWG 2008 Work Plans 5

• Recommend changes to the data collected and the
  definitions to the RAS and PC.  
• The DCWG will seek feedback from regional
  entities on the new supply and demand definitions
  proposed by RAITF, DSMTF and LFWG, approved by
  the PC. The DCWG will develop a summary of what
  worked and what needs further enhancements
• Summarize the findings to RAS.
• Report to RAS on seasonal and LTRA assessments
  for 2008 by
• April for Summer
• May (LTRA)
• October for Winter

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DCWG 2008 Work Plans 6

• Collaborative meetings  
• Annual meeting with EIA increasing coordination
  and providing input to EIA data collection
  activities.
• Actively engage other NERC Planning Committee
  groups to support the work plan
• DCWG to actively participate in the reliability
  assessment improvement process by providing
  liaison as appropriate.
• Provide periodic status reports to RAS during
  2008

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DCWG 2008 Work Plans 7

• EIA 411 data collection 
• Collect data on behalf of the industry for the
  Energy Information Administrations (EIA) form 411
• DCWG will submit data per EIAs deadlines
  annually
• April of 2008

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Update on Task 5 Data Collection Survey
Recommendations

• Response
• NERC should send the data request in October
  rather than January-February
• NERC should revise the NERC Regions submittal
  deadline for the LTRA annual Data Collection
  efforts from March 31st to April 30th.
• NERC should hold Workshops earlier to explain the
  forms, data expectations and schedules.
• Address the status of the MOD standards and the
  implications for LSE, RC compliance.

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Feedback from Regions on Winter and LTRA Forms

• Feedback Comments

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Update on Task 4Review the NERC Analysis and
Processes

• Phil Fedora
• Review the NERC reliability assessment analysis
  and processes
• The DCWG will review the NERC data collection
  process and reliability assessments for seasonal
  and LTRA and propose enhancements to the
  reliability indexes measured by NERC.
• Report that outlines the current data collection
  process/analysis and, if applicable, make
  recommendations for improvements.
• Report due to RAS in December 2008

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Schedule Next Briefing Call for DCWG

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Final Comments