OASIS: After 10 years, Where are We Going?

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OASIS After 10 years, Where are We Going?

• Don Watkins - BPA
• 360-418-2344
• dswatkins_at_bpa.gov

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A defining moment

• OASIS
• Propose a New Definition The architecture,
  systems and protocols in an interconnection that
  provide electronic connectivity for all
  transmission related business and information
  that supports that business
• Not A system provided by a transmission provider
  for pro-forma transmission products and
  supporting information.
• (This is the first bite of the elephant. It will
  spawn much more.)

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A Scope Picture

• Transmission
• Scheduling
• Pre-schedules
• Same day

• Transmission
• Rights and Market systems
• Obtain T rights
• Rights tracking

• Energy
• Buy / Sell
• Buy
• Sell

A continuum from cradle to grave

• Real-Time
• Operations
• Manage schedules
• DSM
• Curtailments

• Settlement Billing
• Reconciliation
• Settlements
• Billing Accounting

Electronic Funds Transfer
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The Value Proposition

• Dissimilar markets require specialized interfaces
  at the seams sometimes reducing function.
• Emergency Reliability actions across seams are
  often awkward and difficult.
• Non-standardized interfaces result in higher
  development and maintenance costs, lower quality,
  lower efficiencies (Todays interfaces are
  largely manual or specialized.)
• The absence of standardized electronic
  infrastructure makes implementing new
  methodologies exceptionally difficult.
• Dont have electronic infrastructure needed to
  support future methodologies needed to manage the
  system and loads. (The train has started)
• We substantially lag other similar needs
  industries.

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My test of success

• I can electronically accomplish required power
  system adjustments (the generators or loads
  respond) to return to reliable operation within
  15 minutes of initiation.
• (I am an operator thats my driver.)

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A Collection of Realities

• We all need to track our internal and external
  business
• N. America will continue to have substantial
  business seams.
• TLRs and other congestion management methods
  across seams arent sufficient. (an 8/14/2003
  conversation)
• We do not have the same concepts or definitions
  of actors, transactions, or terms and their
  characteristics.
• We all have issues with migration to new systems
  from legacy systems.
• We have the building blocks for standardized
  electronic connectivity with e-tags, CIM, CME,
  ICCP, XML, etc. (The technologies we need
  already exist.)

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What do we need?

• One Stop Shopping
• Seamless cradle to grave flow of complete
  transaction information
• Standardized electronic infrastructure with
  appropriate reference sources
• (Effective, Flexible, Complete Electronic
  Connectivity)

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The Mountain Ahead (or the Pebble in your shoe)

• Legacy Integration
• Migration
• Terms (reference DBs)
• Sheer magnitude

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The Forest Management Issue

• Its not the technology-
• It is the business means to accomplish it.
• (For large efforts even good things dont happen
  without a sufficient driver.)

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The Essential Resources

• Is this too big to hope it will happen with
  non-funded traditional coordination forums of
  volunteer resources?
• Need
• Disinterested guidance (Business/Process experts)
• Broad forum (industry, users, vendors)
• Dollars for production by experts and
  facilitators/aggregators
• Stakeholder participation

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OK, Wheres the Map?

• Set up, fund and staff an effort to
• Develop a clear charter
• What are we trying to accomplish? Not? Who
  cares? What dependencies? Who is responsible for
  what and when?
• Define business processes (present and likely
  future) that need to be accommodated.
• Develop adequate, robust, ultra secure
  accommodating architecture.
• Designate protocol environment.
• Designate reference infrastructure and its
  operability
• Develop migration principles and strategy
• Ongoing OM
• Provide for extensive development and production
  interoperability testing
• Parallel review with NAESB standards as
  appropriate and ready
• Integrate into specifications

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The Elephant

• How do you eat and elephant?

It seems that it is time to be what we need to
be, providing the infrastructure and
interoperability needed to meet ever expanding
critical needs with ever increasing difficulties
and demands in meeting them.