NERC BES Kickoff Webinar May 2, 2014
NERC BES Kickoff Webinar May 2, 2014
NERC BES Kickoff Overview of the BES Definition Carter Edge, Director of Coordinated Activities, REMG Bob Cummings, Director of Reliability Initiatives and System Analysis, NERC NERC BES Kickoff Webinar May 2, 2014
BES Definition at a Glance Consistent, uniform way to determine BES assets Effective 7/1/2014 Transition period through 7/2016 ERO enterprise common process and tool for implementation Documents and training readily available BES web page one stop shopping Regional and NERC staff resources available to answer detailed questions and implementation 4
What is the Bulk Electric System? The Bulk Power System (established by Section 215 of the FPA) The Bulk Electric System (established by the Definition) Exclusions and Inclusions (established through procedures) Rules of Procedure 5
BES Core Definition Bulk Electric System (BES): Unless modified by the lists shown below, all Transmission Elements operated at 100 kv or higher and Real Power and Reactive Power resources connected at 100 kv or higher. This does not include facilities used in the local distribution of electric energy. Establishes the overall demarcation point between BES and non BES Elements. 6
Inclusions Provide additional clarification for the purposes of identifying specific Elements that are included in the BES. I1. BES Transformers I2. Real Power Resources I3. Blackstart Resources I4. Dispersed power producing resources meeting certain criteria I5. Reactive Power Resources 7
Exclusions Provide additional clarification for the purposes of identifying specific Elements that may be excluded from the BES. E1. Radial Systems E2. Retail Generation E3. Local Networks E4. Reactive Power Devices installed solely for retail customers 8
How to Apply the BES Definition, Inclusions, and Exclusions Consistent methodology outlined in the BES Definition Reference Document STEP 1: CORE DEFINITION STEP 2: INCLUSIONS STEP 3: EXCLUSIONS STEP 3: EXCLUSIONS should be applied in the following sequence: E2 Retail Generation (supersedes I2 Real Power Resources) E4 Retail Reactive Power Devices (supersedes I5 Reactive Power Resources) E3 Local Networks (does not exclude interconnection facilities or generators) E1 Radial Systems (does not exclude interconnection facilities or generators) 9
BES Notifications Applies to newly self identified inclusions to and exclusions from the BES Assures that entities are appropriately implementing the revised definition Compliance obligations cease for facilities excluded from the BES 24 month implementation period to bring newly identified Facilities included in the BES into compliance 10
Self-Determination Notification Information Requirements Each notification should at a minimum include the following: Current one line diagrams For E2 Retail Generation Exclusion notifications Net Capacity Transactional Data (12 months of hourly data) Standby, back up and maintenance power service documentation For E3 Local Network Exclusion notifications Power Flow Transactional Data (24 months of hourly data) 11
BES Exceptions Considerations: Applicable to all Exception Requests Applicable to specific Elements or groups of Elements Must demonstrate that the requested facilities are (for inclusions) or are not (for exclusions) necessary for the reliable operation of the interconnected transmission system 12
Who can Submit an Exception Request? Owner of the Element(s) Regional Entity Entity with Scope of Responsibility for the Element(s) under consideration: Regional Entity Planning Authority Reliability Coordinator Transmission Operator Transmission Planner Balancing Authority 13
The Exception Request Process The Main Steps in the Exception Process: Submitting Entity prepares Exception Request Exception Request Submittal Regional Entity (RE) Initial Review Regional Entity Substantive Review and Recommendation NERC Review and Final Decision Up to 75 days Up to 6 months Up to 120 days RE initial screening and applicable entity input RE substantive review and recommendation NERC Panel Review and Decision Appeal of Rejection based on completeness Technical Review Panel input (if applicable) Challenge of NERC Decision (Rule 1703) 14
Many Resources to Assist You Bulk Electric System Definition Reference Document Describes the application of the BES Definition BES Notification Review Guidelines Describes how ERO Enterprise staff will review Self Determined Notifications submitted through BESnet BES Exception Request Evaluation Guidelines Describes how ERO Enterprise staff will review Exception Requests submitted through BESnet BES Implementation Reference Document Outlines standards applicability and registration expectations 15
Many Resources to Assist You BESnet Application Users Guide Manual for the online BESnet application Frequently Asked Questions (FAQ) Explains application, submittal, and process for BES Definition implementation FERC Orders 773 and 773 A Regulations approving modified BES definition NERC Rules of Procedure Section 500 and Appendix 5C Various White Papers Providing Technical Justification 16
For Additional Information and most importantly, 1. Go to www.nerc.com 2. Under Program Areas and Departments, click Reliability Assessment and Performance Analysis 3. From there, click Bulk Electric System (BES) Definition, Notification, and Exception Process Project 17
For Additional Information http://www.nerc.com/pa/rapa/pages/bes.aspx 18
NERC BES Kickoff Overview of BESnet Justin Lofquist, ERO Enterprise Project Manager, NERC NERC BES Kickoff Webinar May 2, 2014
BESnet Overview Centralized, Web based application Hosted in Tier IV data facility Highly secure, fully redundant User base Registered and Unregistered Entities Regional Entities NERC 20
Actions Automation of NERC Rules of Procedure Appendix 5c Registered and Unregistered Entities: o Submission, Appeals and Challenges Regional Entities o Initial and Substantive Reviews, Recommendations NERC o Proposed and Final Decisions, Certification 21
Actions (cont.) Notifications of Self Determination Submission Regional and NERC review Account Management Reporting Process Performance Exception Request and Self Determinations status 22
Accounts Self Service Account Creation Profile Management Password Resets Multi Entity Management Single user to Multiple Entities Distributed Administration Administrator per Entity 23
Dashboard Main Application Page All Exception Requests and Self Determinations relevant to user s Entity, based on role o Submitting Entity o Owning Entity o Functional Relationship (e.g. RC, BA) 24
Creating Exception Requests Exception Request Details Identify Entities within the Scope of Responsibility for an Exception Request Add Elements to Exception Request Input Element Characteristics 25
Exception Requests in Certification Exception Request in Certification Full process executed o Initial Review o Substantive Review o Proposed Decision o Final Decision o Certification 26
Reporting Multiple Report Types Security trimmed to return only authorized records 27
NERC BES Kickoff Review of BES Implementation Schedule Andy Rodriquez, Director for RAPA, NERC NERC BES Kickoff Webinar May 2, 2014
Key Dates May 12, 2014 May 30, 2014 July 1, 2014 BESnet system available for each registered entity s BESnet Administrator to create an ERO Platform account and/or request access to BESnet BESnet system available for each registered entity s BESnet users to create an ERO Platform account and/or request access to BESnet BESnet system available users to submit Self Determined Notifications and Exception Requests Access requests will be reviewed by Regional BESnet Administrators Access requests will be reviewed by Entity BESnet Administrators Notifications and Exceptions will be processed by Regions and NERC 29
Training Activities Regional BES Training and Workshops (confirmed) March 17 18 SERC Compliance Seminar (completed) March 25 RF Compliance Seminar (completed) April 21 22 FRCC BES Workshop (completed) May 21 TRE Standards and Compliance Workshop May 27 30 NPCC 2014 Spring Compliance and Standards Workshop May 28 MRO Reliability Conference June 3 5 WECC Compliance Users Group June 12 SPP BES Definition and BESnet Tool Webinar 30
Training Activities NERC BES Training and Workshops (in planning) May 9 Posting of BESnet Video Training Modules May 9 Posting of BESnet User Guides May 15 30 Posting of BES Business Process Video Training Modules June 2 BES Business Process Q&A Webinar June 10 Standing Committee Q&A Workshop June 16 BES Business Process Q&A Webinar June 23 BES Business Process Q&A Webinar June 30 BES Business Process Q&A Webinar June TBD NERC BESnet Training Webinar 31
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