NERC PER-005 Overview

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NERC PER-005Overview

• May 10, 2010

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Who, What, When, Where, Why

• WHO RC, TOP, BA
• WHAT
• R1 Systematic Approach to Training
• R2 Verify operator capabilities
• R3 EOPs training (change to 12-month, not
  calendar)
• R3.1 Simulation Technology
• WHEN
• R1 1st day of calendar quarter 24 months after
  final approval.
• R2 1st day of calendar quarter 24 months after
  final approval
• R3 1st day of calendar quarter past final
  approval
• R3.1 1st day of calendar quarter 36 months
  after final approval
• WHERE US Canada
• WHY create operators capable of independent
  operation of BES

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NERC PER-005-1

• A. Introduction
• 1. Title System Personnel Training
• 2. Number PER-005-1
• 3. Purpose To ensure that System Operators
  performing real-time, reliability-related tasks
  on the North American Bulk Electric System (BES)
  are competent to perform those reliability
  related tasks. The competency of System Operators
  is critical to the reliability of the North
  American Bulk Electric System.
• 4. Applicability
• 4.1. Functional Entities
• 4.1.1 Reliability Coordinator.
• 4.1.2 Balancing Authority.
• 4.1.3 Transmission Operator.

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NERC PER-005-1

• R1. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall use a systematic approach to training to
• establish a new (or modify) an existing training
  program(s)
• for the BES company-specific reliability-related
  tasks
• performed by its System Operators.

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Systematic Approach to Training
Analysis
Design
FormativeEvaluation
Development
Implementation
SummativeEvaluation
ADDIE MODEL
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Systematic Approach to Training
Analysis
Why instruction is needed What instruction is
needed (general or macro level) What
instruction is needed (competencies
objectives) When instruction is accomplished
(assessments)How instruction is accomplished
(learning strategies) What materials media
How learning transfer is delivered
(delivery)
What changes need to occur
Design
Development
Implementation
Evaluation
ADDIE MODEL - Outcomes
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Systematic Approach to Training
ADDIE MODEL Instructor Activities
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NERC PER-005-1

• R1.1. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall create a list of BES company-specific
  reliability-related tasks
• performed by its System Operators.

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NERC PER-005-1

• R1.1.1. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall update its list of BES company-specific
  reliability-related tasks
• performed by its System Operators
• at least annually to identify new or modified
  tasks for inclusion in training

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JTA Hierarchical Method
Switchman Trainer job position
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JTA Process Flow Method
Step 3.1.3
Step 3.1.4
Step 3.1.5
Step 3.1.1
Step 3.1.2
3.1.2. Shift Leader reviews Switching order for
accuracy. Prioritizes based on notation from
Outage Coordination Team.
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JTA FAST Method
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JTA Task Decomposition
Power Plant Operator Example
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NERC PER-005-1

• R1.2. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall design and develop learning objectivesand
  training materials
• based on the task list created in R1.1.

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Learning Objective

• Specifies a single outcome
• Observable Measurable
• Describes learners performance
• Three parts
• measurable verb
• important condition (if any)
• criterion of acceptable performance (standard).

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Learning Objectives
Duty
Tasks
Sub-Tasks
Objectives
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Learning Objectives - Cognitive Levels(Jim
Bowles ERCOT)

• Evaluate the SPP process for tag approval.
• Modify the SPP tag process to accommodate current
  hour purchases.
• Determine the status of a tag.
• Analyze tag content.
• Validate (apply the rules) tag source and sink.
• Explain source/sink requirements
• Distinguish tag source and sink
• Define tag source.
• State the contents of a tag path

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Systematic Approach match the
followingObjectives, Learning Activity,
Assessment
Table created by John Taylor, NERC
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Example Coordinate a system response to a
major disturbance
Table created by John Taylor, NERC
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NERC PER-005-1

• R1.3. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall deliver the training established in R1.2.

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Task Interpret SCADA generated alarms and
information.
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NERC PER-005-1

• R1.4. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall conduct an evaluation of the training
  program established in R1,
• to identify any needed changes to the training
  program

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Program Evaluation

• not just individual course evaluations
• look at qualification program
• look at continuing education program
• how are new needs identified
• how are these needs addressed in training
• how effective is training that occurs
• what impact on individual performance
• what impact on team performance
• what measures used

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NERC PER-005-1

• R2. Each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall verify each of its System Operators
  capabilities to perform each assigned task
  identified in R1.1.
• at least one time.

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NERC PER-005-1

• R2.1. Within six months of a modification of the
  BES company-specific reliability-related tasks
• each Reliability Coordinator, Balancing
  Authority, and Transmission Operator
• shall verify each of its System Operators
  capabilities to perform the new or modified tasks.

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NERC PER-005-1

• R3. At least every 12 months each Reliability
  Coordinator, Balancing Authority, and
  Transmission Operator shall provide each of its
  System Operators with at least 32 hours of
  emergency operations training applicable to its
  organization that reflects emergency operations
  topics (which includes system restoration)
  using training, drills, exercises, and hands on
  training using simulators.

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NERC PER-005-1

• R3.1. Each Reliability Coordinator, Balancing
  Authority and Transmission Operator that has
  operational authority or control over Facilities
  with established IROLs or has established
  operating guides or protection systems to
  mitigate IROL violations shall provide each
  System Operator with emergency operations
  training using simulation technology such as a
  simulator, virtual technology, or other
  technology that replicates the operational
  behavior of the BES during normal and emergency
  conditions.