Facility Rating Process MSC, Mar 2011 Agenda Item #7 Application of Transmission Ratings in Midwest ISO Processes Outline • Requirements/Submission Process – NERC/Tariff Obligation – What/How provided – TO Rating Methodology • Application of ratings – Types (Normal/Emergency) – Planning horizon – Forward Operations • Outage Coordination/Assessments/Market (DA/FRAC) – Real Time Operations Rating Requirements/Submission Process • NERC Requirement/Standard – FAC -008 Facility Ratings Methodology • Facility owner documents & provides ratings • Tariff Obligation – Transmission Owners Agreement – App B, Sec V • Owners provide notification of normal and emergency rating changes for daily/seasonal application or due to facility modifications/enhancements • Midwest ISO applies TO submitted ratings to various models/processes • How Rating Provided to the Midwest ISO – – – – – Real Time EMS Model Update Web Tool Planning Model on Demand (MOD) Tool Admin Model Engr Group Model File Exchange (by exception) Flowgate Email Exploder (Admin Transm Utilization Assessment) Verbal/Real time operation – temp until verified (Admin RT Ops/OC) Rating Submission/Verification Requirements • Rating Types – Planning (MOD) • • • • Normal/Continuous – 4 seasons Long-Term Emergency (LTE) – seasonal Short-Term Emergency (STE) – seasonal Conductor - seasonal – Operations (EMS/AREVA) • Normal/Continuous – 2 seasons • Emergency/(post contingency) – seasonal/dynamic – Flowgate – seasonal • Rating Verification – TO designated rating contact Transmission Owner Rating Methodology Midwest ISO verifies & comparably applies TO provided ratings: • TO rating methodology, philosophies & practices differ with respect to rating their transmission assets – Some TOs only have a single rating that they plan to – (normal) – Many TOs have both Normal & either LTE and/or STE ratings. – Some TOs employ all three ratings – (normal/LTE/STE) • Considerations: – Equipment age & manufacture/design differences, risk assessment – Equip life span/history stress variations, geographic differences – Design application diff (line sag, expectation of wind speed, local codes, acceptable loss of life) & line ratings defined by most limiting equipment Application of Rating (type) - Simplified • Normal – a continuous rating that is applicable to system normal conditions and that if exceeded for system normal planning studies or operations requires an upgrade/mitigation • LTE – rating applicable to contingency conditions & if exceeded in planning studies or operations requires an upgrade/mitigation unless a short-term emergency rating or operating steps are available Time Horizon Application of ratings • Planning horizon – bus branch models ratings input MOD – MTEP, Assessments, Interconnection/LT transmission Service Studies • Near Term/Forward Operations – Outage Coordination, Transmission Security Planning (next day assessments), Intra Day RT Ops look ahead Assessments – bus branch models ratings input Web Tool – Day Ahead and FRAC Market – node breaker models ratings input Web Tool – AFCs – bus branch model ratings input Flowgate Email Exploder • Real Time Operations – node breaker EMS network/commercial model – ratings input Web Tool (any verbally communicated changes applied in real time but verified & entered in the Web Tool/MOD/Flowgate Email Exploder) Application of Transmission Ratings in Midwest ISO Processes - Summary • Rating Methodologies are different across TOPs but documented/verified – NERC Std FAC 008 • Rating are provided by TOs & applied by the Midwest ISO in reliability & market processes – Tariff • Ratings are applied on comparable basis – verified & updated in the planning/forward/RT processes to ensure reliable & efficient market operation