Meeting Notes Committee Leader: Jamie Austin Committee: Data Work Group From Date 10:30 – 10:35 10:35 – 10:45 10:45 – 11:10 11:10 – 11:25 November 24, 2015 To Date December 1, 2015 Welcome and Introductions WECC Anti–Trust Policy Summary Developing Loads for the TEPPC Production Cost Database Proposed adjustments to more accurately reflect expected EE savings under current associated policies and program plans Pumping Loads Station Service Loads Meeting Objectives At the start of a new cycle for building the TEPPC 2026 databases, we find it prudent to review with our stakeholders the TEPPC process for developing loads. Dan Beckstead has kindly agreed to review how loads are developed for production cost modeling. 11:25 – 11:35 11:35 – 12:00 The load forecasts are developed by starting with the L&R load forecasts and then applying Energy Efficiency (“EE’s) adjustments to the forecasts for a number of Balancing Authorities (“BA’s”); these different BA’s have a variety of approaches for forecasting EE’s. Since it has been established that LBNL will continue to serve as the technical lead for developing energy efficiency adjustment numbers, we’ve asked Galen Barbose to provide background information on developing adjustments that more accurately reflects current EE policies and program plans. Welcome and Introductions Dan covered the WECC anti-trust policy. Jamie welcomed participants, and explained that it is sensible to conduct a process review at the start of a new planning cycle to discuss the assumptions behind the TEPPC loads, providing orientation to new members, serve as refresher to existing members and provide an opportunity to suggest enhancements as appropriate. Developing Loads for the TEPPC Production Cost Database Dan started by explaining the WECC process for developing loads with a summary presentation: Acrobat Document 1 Jamie commented that the staff will be using the WECC – LRS 2015 load in the TEPPC 2026 Common Case and not the new 2016 loads because of timing issues; the 2016 LRS loads become available March 31st, and the 2026 case is scheduled to be finalized on the same date. Xiaobo asked if it is typical for the LRS loads to be available at the end of March? Jamie further explained that this is a persisting issue and that the response from WECC been that accelerating the load schedule is not possible as the load forecasts by LSEs are not made final until the end of the year. Dan’s presentation provided a concise definition of how loads are treated in the TEPPC process, once loads are acquired from LRS. Two major data adjustments are made as follows: 1. LBNL adjusts Energy Efficiency assumptions to comply with legislated mandates as not all LSEs account similarly for EEs in their respective loads forecasts. 2. California’s major pumps are backed out from loads and are modeled as independent of loads to capture their unique characteristics. Dan explained, after we process the loads it is circled back through DWG for validation. Using future forecasts and historic hourly shapes results may result in excessive compression of these shapes. The consequence is that the change in the loads between peak and off-peak hours is reduced which decreases the amount of variation in the loads. Also, there may be excessive expansion of the shape. Conversely, if the growth in peak is a lot greater than the forecasted growth in energy for a particular month, the change in the loads between peak and off-peak hours is increased which increases the amount of variation in the loads. Dan shared that GridView has added capability to develop the hourly forecast, using monthly peak and energy and breaking it down to the hour by using historic shapes. This functionality is useful and will also help BAAs to adjust their forecasts should we discover anomalies in the data (e.g., PAC Wyoming loads were of an issue last round). Steven asked if loads used in the past have public shapes available. Dan responded yes. Next, Steven commented that PAC Wyoming had an anomaly last round do you have actual hourly loads sub-divided for PACE? Also, how do you map FERC 714 hourly to the TEPPC topology? Dan responded that LRS is now submitting data to FERC using the TEPPC topology; 2009 was the first year implementation of coordinated TEPPC topology. 2 In a subsequent email to the meeting on Tuesday, Steven wrote: Today’s presentations and discussion relative to load data brought up several issues that have to do with time and geography, and managing disparate data in our transmission planning studies: 1. Load Areas: a) In FERC Form 714 data, when a respondent provides hourly historical loads for its ‘area’, what specific loads are included? How are loads in so-called segregated areas accounted for? For example, PacifiCorp has loads that are located within BPA’s control area in Washington, while BPA has loads located within PacifiCorp’s control area in Southeast Idaho. What load-serving entities are included in each area? b) When WECC L&R data submittals are made, what geographical area do the loads encompass? Is it the same as for Form 714? If not, how might they be reconciled? Do they have the same treatment of segregated areas? The same load-serving entities? c) What governs the assignment of loads to buses in power flow cases? They are denoted by Area, Zone and, generally, Owner. How are those loads to be correctly associated to the load areas in the Form 714 data and the L&R submittals? The load levels in these power flows are used to spread GridView loads to buses – are they being spread to the correct buses? d) How should load areas be defined in GridView? I. Match BAA boundaries? II. Match LSEs with load areas? III. Use Areas and Zones from power flow? 2. Time Zones: a) WECC encompasses two time zones across its two provinces, eleven-plus states, and a chunk of Mexico. Unfortunately, one state (Arizona) doesn’t adjust for Daylight Savings Time and so spends about eight months aligned with Pacific Prevailing Time and the rest on Mountain Time. Fortunately, all states that do change do so on the same dates (though not the same dates every year). b) What time zone assumptions are used in each data source? I. FERC Form 714 historical loads (what if a respondent spans multiple zones?) II. L&R forecasts (since monthly, is there any reason for concern?) c) What happens on the day when an hour is missing or another present? I. Repeat hour two in the spring and drop hour three in the fall? 3. Calendars: a. Different years start on different days of the week (e.g., 2001, 2009, 2011, 2014). b. Different years have holidays on different days of the week. c. Shouldn’t all shape files be shifted or otherwise fixed to preserve day-of-week alignment? d. Should the years start on the day of week for the target year (2026) or just set to the same day all of the time (like Sunday, to aid initial commitment)? e. One year out of four has too many days; messing with February 29th is painful. i. Especially when keeping days of the week aligned 3 f) If a study program is to be focused on every other year, why not make it the odd-numbered ones? Misses leap years altogether (except historical shapes) Thanks for the chance to comment, Steven Wallace Pumping Loads Irina Green explained in Power Flow pumping loads appear as negative generation. For the TEPPC 2022 case she extracted year 2005 PI data for California pumps and that was also used in the 2024 case. For high and low, we used data from 2001 and 2011(low and high – hydro years). Data for year 2001 wasn’t readily available as it superseded PI data. Irina added that pumping load data from year 2009 should not be a problem. Keith asked if pumping load data contributed to DSM data. Irina responded that if we want to include DSM, the 2009 data will have to be modified. Galen noted that he has to go back and check as some pumping loads may be in DSM buckets. Xiaobo asked about the handling of time zone differences when using PI data? Are all PI data in alignment (e.g., PSC vs. PG&E data)? Dan responded that all profiles are shifted to Mountain Time. Jan asked how about daylight time changes (e.g., AZ vs. other states)? Dan commented that GridView is set to account for all such variances. Keith noted it would be useful to have the depicted time zone referenced on graphics summarizing future study results. Xiaobo added that time difference matters when building transmission in the case of EIM to capture RPS benefits that comes with geographic diversification. Also, Xiaobo noted PI data in California is in Pacific Time Zone. Ben commented that FERC 714 data is a “mess”. Why not line everything to MT going forward? 4 Proposed Adjustments to More Accurately Reflect Expected EE Savings Under Current EE Policies and Program Plans Galen Barbose from LBNL had been serving as the technical lead, helping TEPPC account for expected impact of current energy efficiency (EE) policies and utility programs. Acrobat Document Galen explained that the Common Case is intended to reflect current policies and utility plans. The motivation is to create consistency across all BAAs. Based on previous work, we have learned that the BA load forecasts may vary in the manner/extent to which they account for planned EE; some may not include any EE impacts while others do. In prior cycles, LBNL has assisted DWG with making adjustments to the firm and non-firm forecasts. Keith commented that the last time we had issues reconciling EE assumptions as we were working forecasts with different timestamps; we should try to avoid that this round. Galen described the process used in the last study cycle (2024 CC): Focused only on utility rate payer-funded programs Focused only on BAs that, through prior study cycles, were known systematically “under-count” EE impacts in the load forecast: CISO, IPC, PNM and TEP. Galen proposed this year’s cycle: Replicate process used last time, pending responses from BA staff Reach out to regional EE experts to confirm appropriate basis for EE savings assumptions Reach out to load forecasting staff with each BA to validate if EE is captured in their firm load forecast Relative to adjusting Demand Response, Galen explained this is more complex. How many forecast of curtailable load are available? Firm Non-Firm Interruptible Cross check info from FERC DR survey results IRPs 5 Dan noted that WECC is working with ABB on getting DR modeling incorporated in GridView. Ben asked what the root cause was for some areas underestimating their EE – it would be good to know why? Root Causes may include: Do not understand how BAs prepare their forecast Do all forecasts include uncommitted EE? Some may not. Much the focus maybe on the next three year programs. Should the same assumptions be used beyond? CA loads submitted to LRS reflect CEC Mid-loads; what is the translation of EE in the forecast given to LRS? Ben commented on two issues: 1. Timing may not coincide with EE assumptions vs. 6 months down the road 2. Inconsistency and ambiguity of language in the LRS survey Keith stated that there is a need to validate the forecast with what is used by BAs to get what is planned on being used. Ben – WECC may facilitate an answer but that should come from the BAs (e.g., CAISO). We do not know what CEC forecast the ISO is using or what it constitutes? Galen – institutionalization should come through LRS. For next steps, Galen commented: We need a green light from DWG and WECC on the approach Assemble initial set of BA load forecasts Assemble list of contacts Begin initial outreach efforts, enlisting help from DWG members Develop draft adjustments to both firm and non-firm Relative to Galen’s question on timing, Jamie indicated that EE, DSM, DR and pumping load data should be finalized by mid-January. A clarification on timing was also requested by Tom Carr, expressing concern to initiate “Gap Analysis” by SWG. 6 Jamie noted that working in parallel with the staff in a coordinated matter is necessary to meet the stringent time lines that call on producing a final TEPPC 2026 CC by March 31, 2016. Station Service Loads Jamie noted that we’ve run out of time today to cover Station Service Loads. Jamie thanked participants for their contribution and adjourned the meeting. Name Austin, Jamie Amjadi, Amir Alvarado, Al Anderson, Grace Baack, Jim Bailey, Michael Barbose, Galen Brathwaite, Leon Brownlee, Ben Beckstead, Dan Belval, Ron In attendance at the 120815 Meeting: Company Name PAC x Lau, Elaine Larsen, Peter Le, David CEC Lee, Peter CEC x Lehr, Ron VoteSolar Lindsay, Jimmy WECC Linvill, Carl LBNL x Mao, Megan CEC Energy Strategies WECC TEP x x Broad, Diane Brathwaite, Leon Brinkman, Gregory Brooks, Donald Brown, Elise Brush, Ray Burner, Bob Carr, Tom Carvallo, Juan Pablo Charles, Gillian Chhajed, Pushkar Colburn, Mitch Coe, Scott Cole, Brian Corum, Ken Darth Deaver, Paul Decker, Megan Denker, Brendan Depenbrock, Fred Delleney, Mike Donnohoo, Pearl Didsayabutra, Paul CEC NREL CPUC SPSG Western Duke Energy WIEB IID x NPCC LCG Consulting IPC x NWPCC CEC SRP Nevada Hydro CAISO NREL COGRID Company CPUC LBNL CAISO BPA AWEA RAP SCE Maracas, Kate Martinez, Esteban Marxen, Chris McLean, Christopher McCann, Richard WWND IID CEC CEC McIntosh, Henry Mejia, Roni Minter, Vaughn Miller, Tom Milligan, Michael Moore, Jack Moussa, Effat Moyer, Keegan SDG&E SCE PG&E NREL E3 SDG&E WECC Newman, Raymond Nail, George Nothstein, Greg Pacheco, Ezquiel Pacini, Heidi Papic, Milorad Pascoe, Bill Perez, Army Piper, David IID ICF IPC TREL WECC SCE Prochnik, Julia Pryor, Mark Puglia, Peter Quick, Kirha Raub, Jenika NRDC CEC CEC WECC SRP x x PN&M 7 Elkins, Mat Eaton, Pam Evans, Mike Ezequiel Filippi, Jim Fisher, Emily Freeman, Bryce Gazewood, Jim Green, Irina Griffin, Karen WECC SPSG Shell Energy IID First Solar NREL WYOC BLM CAISO x CEC Grau, Judy Gutierrez, Noe Hagman, Chris Hands, Betsey Harner, Patrick Harris, Gerald Harris, Kevin Henery, E. Nick Hein, Jeff Heutte, Fred Hodge, Bri-Mathias Holland, Stan Hosie, Bill Huang, Wenxiong Jenka, Raub Jensen, Richard Johnson, Anders Johnson, Colby Jourabchi, Massoud Kates, David Kelly, Nancy Klapka, Paul Klein, Joel Knudsen, Steve Kujala, Ben Kravchuk, Luba IID ATC MT IID Reos COGRID Xcel NWEC NREL WECC Duke Energy PLEX SRP CEC BPA WECC NWPCC Nevada Hydro SCE CEC BPA NWPCC CAISO x x x x x Richard, J Rowe, Sarah Rucker, Magdalena Samaan, Nader Satchwell, Andy Schlag, Nick Schanahan, Patrick Schellberg, Ron Schilmoeller, Michael CEC OPUC NWNL LBNL E3 IPC NWPCC Schmidt, Jason Xcel Energy Simmons, Steve NWPCC Singh, Harliv Spears, Michael Satyal, Vijay Strack, Jan Stefan Stokes, Mark Tanghetti, Angela Trinh, Lan Vaughn Voisin, Nathalie Von Reis Baron, Kate Wang, Xiaobo Wallace, Steven Wheeler, Dan Williams, Stan White, Keith White, Stephen Weiss, Steve Woertz, Byron Wong, Lana Zhang, Yi Zhu, Jin Zhang, Hui Zichella, Carl Xcel Energy x WECC SDG&E OPUC x CEC ABB x x NWNL PGE CAISO CPS Gaelectric BPA CPUC BPA BPA WECC CEC CAISO ABB x x x x x NRDC 8