Document name
WECC Interchange Tool (WIT) Checkout
Confirmation
INT-021-WECC-CRT-2
WECC Regional Criterion
Category
WECC Regional
Criterion
Regional
Criterion
August 12, 2015
WECC Standards Committee
Document date
Adopted/approved by
Date adopted/approved
Custodian (entity responsible for
maintenance and upkeep)
Standards
Stored/filed
Previous name/number
Approved Regional Criteria
Status
( ) Draft
On September 5, 2012, the WECC Board of
Directors (Board) changed the designation from
“CRT” to “RBP.”
On June 25, 2014, the Board changed the
designation from “RBP” to “CRT.”
Version Control
Version
1
1
Date
7/14/2011
9/22/2011
Action
OC Approved
WECC Board of
Directors
Change
1.1
10/4/2011
Errata
1.1
9/5/2012
1.2
12/13/2011
WM2 “Balancing Area” corrected to read “each
Balancing Authority.”
WECC Board changed Designation change
designation from
“CRT” to “RBP.”
“Interchange Authority” was removed from the
Errata
Applicability section as there are no assigned tasks
and the entity is not an approved entity under the
NERC Functional Model, Version 5. In W M2 and
WM3, Interchange Authority was replaced with the
proper term Interchange Coordinator, approved under
the NERC Functional Model, Version 5.
1.3
1/16/2013
Errata
The term “Western” in the Title was corrected to
“WECC.” The “Number” was corrected from the project
number of WECC-0064 to document number INT-021WECC-RBP-1.3. Fn 1 added to explain Effective
Dates. Conformed to RBP Template.
1.3
6/25/2014
WECC Board of
Directors (Board)
designated this
document as a
Regional Criterion.
Designation change
Initial
Initial
WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
2
6/19/2015
DT approved; forward
to the WSC with a
request for ballot.
Developed as WECC-0108; Previously WECC-00064
Page 2
WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
Project Roadmap
This section is maintained by the drafting team and is subject to change.
Completed Actions
1.
SAR Filed
Completion Date
7-25-2014
2. WSC approved the SAR
8-5-2014
3. DT solicitation notice dispatched
8-15-2014
4. Notice of DT Assignment
9-29-2014
5. Posting 1 Comments Open
12-5-2014
6. Posting 1 Comments Closed (45-day)
1-19-2015
7. DT Meets to answer Comments
1-27-2015
8. Posting 2 Comments Open
1-28-2015
9. Posting 2 Comments Closed (30-day)
2-27-2015
10. DT Meets to answer Comments
3-2-2015
11. Posting 3 Comments Open
3-5-2015
12. Posting 3 Comments Closed (30-day)
4-6-2015
13. DT Meets to answer Comments
4-9-0215
14. Posting 4 Comments Open
4-13-2015
15. Posting 4 Comments Closed
5-13-2015
16. DT Meets to answer Comments
5-18-2015
17. Posting 5 Comments Open
5-19-2015
18. Posting 5 Comments Closed
6-18-2015
19. DT Meets to answer Comments / Forward to WSC with
Request for Ballot
6-19-2015
Developed as WECC-0108; Previously WECC-00064
Page 3
WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
20. WSC approves for ballot
6-23-2015
21. Ballot Pool Open
7-6-2015
22. Ballot Pool Closed
7-21-2015
23. Standards Briefing
7-22-2015
24. Ballot Open
7-23-2015
25. Ballot Closed
8-7-2015
26. WSC Meets
8-12-2015
27. Notice to WECC Board of Directors
28. Board
Developed as WECC-0108; Previously WECC-00064
Page 4
WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
Overview
Currently, there is no single uniform process for scheduling and checkout between Balancing
Authorities using the WECC Interchange Tool.
This Standards Authorization Request (SAR) would clarify that process by modifying INT021-WECC-CRT-1.3, WECC Interchange Tool (WIT) Checkout Confirmation, a WECC
Regional Criterion (CRT).
Implementation Plan
The drafting team does not foresee any concerns with implementing the document as
proposed as of the first day of the second quarter following WECC Board of Director
approval. The document as proposed: 1) requires no new training, 2) simplifies existing
processes, and 3) should result in a streamlined procedure. Finally, there are no
contemplated changes to the WECC Interchange Tool software.
Definitions of Terms Used in the Standard
There are no new defined terms proposed. For clarification only, the use of the term
“common” is explained in the Guidance section of this document.
Formatting
This document will be reformatted after final disposition.
Developed as WECC-0108; Previously WECC-00064
Page 5
WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
A.
Introduction
1. Title:
WECC Interchange Tool (WIT) Checkout Confirmation WECC
Regional Criterion
2. Number:
INT-021-WECC-CRT-2
3. Purpose:
To provide W ECC Balancing Authorities with an auditable
means of confirming Net Scheduled Interchange (NSI) and
Net Actual Interchange (NAI). The W ECC Interchange Tool
(W IT) or successor electronic confirmation tool will serve as
the primary means for confirmation and will be treated as the
final record of NSI and NAI under normal operating
conditions.
4. Applicability:
4.1.
Balancing Authority
5. Effective Date: The first day of the second quarter after approval by the WECC
Board of Directors.
B.
Requirements and Measures
WR1. Each Balancing Authority shall use the WIT, or its successor, as the
primary means to confirm common NSI and NAI, except when the tool is
not available.
WM1. Each Balancing Authority will have evidence that it used the WIT,
or its successor, as the Balancing Authority’s primary means of
common NSI and NAI confirmation, except when the tool is not
available, as stated in Requirement WR1.
Developed as WECC-0108; Previously WECC-00064
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WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
WR2. Each Balancing Authority shall confirm its common NSI with each
Adjacent Balancing Authority at the following time periods:
1) Prior to implementing the energy profile of the aggregated Confirmed
Interchange, (and)
2) After the operating hour.
WM2. Each Balancing Authority will have evidence that it confirmed its
common NSI with each Adjacent Balancing Authority at the times
required in Requirement WR2. Evidence may include but is not
limited to the confirmation audit log provided by the WIT or its
successor. Bullet 2 is not to be interpreted to conflict with the
allowance of after-the-fact settlement.
WR3. Each Balancing Authority shall provide hourly NAI data, equal in
magnitude and opposite in sign or direction to the electronic confirmation
tool for each of its Adjacent Balancing Authorities. This data shall be
provided no later than the end of the current hour for the last hour in
which the energy flowed or within a mutually agreed time frame if
mutually agreed-to changes arise.
WM3. Each Balancing Authority will have evidence that hourly NAI data
was submitted to the electronic confirmation tool for each of its
Adjacent Balancing Authorities, as required in WR3. Evidence may
include but is not limited to the data submittal audit log provided by
the WIT, or its successor.
Developed as WECC-0108; Previously WECC-00064
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WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
Guidance Section
This criterion is in support of BAL-006-2, Inadvertent Interchange.
For purposes of INT-021-WECC-CRT-2, the word common means that Net Scheduled Interchange
(NSI) or Net Actual Interchange (NAI) between only two Adjacent Balancing Authorities as
opposed to the aggregate NSI or NAI with all Balancing Authorities.
Developed as WECC-0108; Previously WECC-00064
Page 8