PER-005 Update
Impact on Operators
System Operator Conference
April 17-19 and May 1-3, 2012
Columbia, SC
Margaret Stambach
Manager, Training Services
SERC Reliability Corp.
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Learning Objectives
At the conclusion of this training session, you should be able to:
• State the requirement and effective date for PER-005,
Requirements 1 & 2
• Explain PER-005 R1& R2 impact on operators
• List the features of task verification
• Identify what constitutes a task modification
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Outline of Topics
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FERC Order 742 – approved standards & effective dates
PER-005 R1 and R2
Meaning of Reliability-Related Task
Procedures for Task Verification
When Must a Task Be Modified and Operators ReVerified?
2012 System Operator Conference
NEWS RELEASE
November 18, 2010
• In other reliability-related action today, FERC:
 Issued a final rule (RM09-25-000) approving two
proposed Personnel Performance, Training, and
Qualifications (PER) Reliability Standards requiring
Reliability Coordinators, Balancing Authorities, and
Transmission Operators to establish training programs for
their system operators. The rule directs NERC to take action
with respect to operator training but does not require
NERC to modify the two standards
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FERC Order 742
Which Two Standards Are Approved?
• PER-005-1 System Personnel Training
 Applicable entities:
Significant change over previous training standard, PER– RCs
002
– BAs
– TOPs
• PER-004-2 Reliability Coordination - staffing
 Applicable entity:
– RCs
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Implementation Timeline
System Personnel Training Standards
Only R3 in
Effect Right
Now
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R1 & R2 – the “Real Meat” of PER-005 –
Go into Effect in One Year! (4-1-13)
Entities must use a “systematic approach” to
develop a training program based on the job
tasks that you perform
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Sounds simple,
but……
2012 System Operator Conference
There Are many “Pieces” to a Systematic
Approach to Training (SAT)
• Develop a list of “reliability-related” job tasks
• Develop learning objectives for each task
• Design training courses to meet those learning objectives
• Implement the training program (using appropriate
methods like classroom, simulation, field trips, etc)
• Evaluate the training program and correct any
deficiencies.
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Where Do We Stand?
Most responsible entities have already developed their
lists of “reliability-related” (RR) Tasks.
And just what is an RR Task?
One Suggestion::
“A task that, when not completed, or completed
incorrectly or not completed in a timely manner, could
result in an actual or potential SOL or IROL violation,
unintended loss of firm load, cascading outages,
uncontrolled system separation, or other BES
Emergency.”
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Example of BA RR Task:
Monitor ACE and respond to loss of supply or DCS event
by applying operating reserves within allowable time
frames
If reserves are not applied in a
timely manner following loss of
generation, the reliability of the
Bulk Electric System is at risk!
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Does the Development of a List of RR
Tasks Affect You as an Operator?
……. Not really! As an operator, you still perform all the
tasks necessary to protect the system, whether there is a
task list or not!
……. But what about PER-005 R2?
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PER-005, REQUIREMENT 2:
Task Verification of Performance
Your entity must verify your ability to perform
each task on the list at least one time, so this
requirement does affect you….
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PER-005, REQUIREMENT 2:
Task Verification of Performance
• Tasks that are performed frequently could be observed
by a qualified evaluator and documented as complete if
you perform the task successfully.
• Tasks that are performed infrequently may require
checkout on a simulator or in the classroom with tabletop exercises to assure your capability to perform the
task.
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PER-005, REQUIREMENT 2:
Task Verification of Performance
Task Verification should involve:
• Acceptable level of accomplishment for each task.
• Written Task Verification Guide – with content/plan for the
activity.
• Observation check lists.
• Qualified Trainer/Evaluator.
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Acceptable Level of Accomplishment
• This is the measurable outcome (action)
associated with a task and its standards for
completion.
• What does the System Operator need to
demonstrate or discuss and how well?
• Example: Make the correct decision to
approve, postpone or modify an equipment
outage request.
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Written Guide for Task Verification
• Guide contains:
• Evaluator & operator activities
• Task objectives
• Training content
• Resources (equipment, material, etc.)
• References
• Useful document for both evaluator and operator
being verified on a task.
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Observation Checklists
• Operator must be checked off as successfully
completing each step of the task.
• Checklist can be part of Task Verification Guide.
• Document evidence that System Operator has
achieved the objective of each task and can perform
said task satisfactorily!
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Qualified Task Evaluator
• Experienced and knowledgeable
staff must verify task performance.
• Evaluators should have both:
• Competence at performing the
reliability-related tasks.
• Skill in communicating and
guiding others.
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Task Verification Guide
Example
(Performance Check List)
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OJT Guide – Example 1
Task Verification
Guide Example 2
(Check List is Q/A)
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PER-005, REQUIREMENT 2:
Task Verification of Performance
PER-005 R2.1 also provides for task modification or the
addition of new tasks. Within 6 months of a new or
modified task, you must be verified on that task.
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PER-005, REQUIREMENT 2:
What Constitutes “Modification” to an RR Task?
A modification to an existing R-R task occurs as
a result of a significant change to the way a
task is performed (steps) or the knowledge
requirements (objectives) for task
performance. For example……..
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PER-005, REQUIREMENT 2:
What Constitutes “Modification” to an RR Task?
•New tools, applications, equipment needed to perform task.
•New procedures that change how a task is performed.
•New NERC Standards that change how the task is performed
•Job scope changes
•Change in task to close a performance gap
•Change in task as a result of a mitigation plan following review of
an event.
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Where Do we Stand With Task
Verification?
On Track to Meet April 1, 2013 Effective
Date?
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Summary
• PER-005 R1 requires a training program be developed based
on a systematic approach. R2 requires each operator be
verified on each RR task at least once. Both R1 & R2 are
effective April 1, 2013.
• PER-005 R2 has the biggest impact on operators, since each
operator must be verified that they are capable or performing
each RR task successfully.
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Summary, continued
• Task verification should include: acceptable level of
accomplishment, a written guide, operator check-sheets,
qualified evaluator.
• An RR task should be modified when there are new tools,
new procedures, new standards, changes in job scope,
changes to close a performance gap, changes triggered by
mitigation plans
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Questions?
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