Matt Carter amp Victor Vaughn Garland Power amp Light 2017 ERCOT Operator Training Seminar Learning Objectives Identify new features of the Outage Scheduler Application Describe how Outages ID: 592474
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Slide1
Outage Scheduler
Matt Carter & Victor Vaughn
Garland Power & Light
2017 ERCOT Operator Training SeminarSlide2
Learning Objectives
Identify new features of the
Outage Scheduler ApplicationDescribe how Outages impact Market OperationsDemonstrate information required for submitting: Transmission Facility OutagesResource Outages
2Slide3
Outage Scheduler Worksheet
To meet assessment goals you are provided with an Outage Scheduler Worksheet.
Follow along and fill in the blanks or answer the questions to get your credit for this session.Hint: Look for bolded text!Make sure your name is clearly printed!3Slide4
What is the definition of an Outage?
The condition of a Transmission Facility or a portion of a Facility, Generation Resource or Load Resource that is
:part of the ERCOT Transmission Griddefined in the Network Operations Modelremoved from its normal serviceexcludes the operations of Transmission Facilities associated with the start-up and shutdown of Generation Resources
4Slide5
Additional important ERCOT Definitions
5
Transmission Facilities:Transmission Lines, Substations and associated Facilities operated at or above 60 kV.Transmission Elements - Part of a physical Transmission Facility that are:An Electrical Bus, Transmission Line, Transformer,Generator, Load, Breaker, Switch, Capacitor, Reactor, Phase Shifter, etc.Part of the ERCOT Transmission GridDefined in the ERCOT Network Operations Model.Slide6
Additional important ERCOT Definitions
6
ResourceThe term is used to refer to both a Generation Resource and a Load Resource. Generation ResourceA generator capable of providing energy or Ancillary Service to the ERCOT System and is registered with ERCOT as a Generation Resource. Load ResourceA Load capable of providing Ancillary Service to the ERCOT System and/or energy in the form of Demand response and registered with ERCOT as a Load Resource.Slide7
Resource & Transmission Facilities Example
7Slide8
What then is the Outage Scheduler?
The ERCOT Outage Scheduler is a web-based database and scheduling
application which allows Market Participants to create, submit, view and edit outage requests for:Transmission FacilitiesResources (both Generation & Load)The Outage Scheduler allows
ERCOT to study the impact of
multiple outage
requests
spanning varying time periods while meeting the
outage coordination
response times and goals
described in
the Protocols
8Slide9
Let’s Talk about the Different Types of Outages
The Outage Request Menu’s Look like this:
9TSP Create New Transmission Outage Menu
QSE Create New Resource Outage Menu
QSE Create New Transmission Outage Menu.
QSEs have all of the same Transmission Outage categories and rules as TSPs – no differencesSlide10
Outage Types – Planned Transmission Outages
10
Planned Transmission Outage - An Outage that is planned and scheduled in advance with ERCOT, other than a Maintenance Outage or Opportunity Outage. For Planned Transmission Outages, ERCOT will Approve or Reject the request in accordance with the following: Submittal (Prior to Planned Start)ERCOT ApprovalGreater than 90 days
75 days
Between 46 to 90 days
30 days
Between 9 to 45 days
4 days
Between 4 to 8 days
3 days
3 days
2 daysSlide11
Outage Types – Planned Non-Reliability Resource Outages
11
Planned Resource Outage – Any major Resource Facility Outage (other than a defined Maintenance Outage) that is Planned and Scheduled in AdvanceFor Planned Resource Outages, ERCOT will approve or reject the request in accordance with the following: Submittal(Prior to Planned Start)ERCOT
Approval
Greater than 45 days
Automatically Accepted.
Will notify Submitter
Within 5 Business Days of any Conflicts
Between 9 to 45 days
Automatically Accepted by end of 5
th
Business Day if not Approved or Rejected
Between 4 to 8 days
By 1800 3 days Prior
3 days
By 1800 2 days PriorSlide12
Outage Types – Transmission & Resource Maintenance Outages
12
An outage initiated manually to remove equipment from service to perform work on that is required to prevent a potential Forced Outage and cannot wait until the next Planned Outage. There are three levels of Maintenance Outages.Level 1: equipment must be removed from service within 24 hours Level 2: equipment must be removed from service within 7 days Level 3: equipment must be removed from service within 30 daysNote: For all 3 Levels – QSEs must Update their COP within 1 hour and notify ERCOT verbally.Slide13
Outage Types – Transmission & Resource Forced
13
Transmission Forced Outage - Initiated by protective relay (or manually, in response to an observation by personnel that the condition of equipment could lead to potential event) that poses a threat to people, equipment, or public safety.Resource Forced Outage - requires immediate removal, either through controlled or uncontrolled actions, of all or a portion of the capacity of the Resource from service through automated or manual means. TSPs & QSEs must:Verbally communicate the outage to ERCOT immediately.Submit into the Outage Scheduler as soon as Practicable.QSEs must update their COPSlide14
Outage Types – Opportunity Outage
14
Resource Opportunity Outage:May be accepted by ERCOT when a specific Resource experiences a Forced Outage and Resource had been previously Approved or Accepted for a Planned Outage during the next eight days
Transmission Opportunity Outage
May be approved by ERCOT when a specified Resource will be outaged
and
TSP has an outage “Received at ERCOT” for Transmission Elements associated with the specified Resource
Slide15
Outage Types – Remedial Switching Action
15
Remedial Switching Actions:Considered to be a type of Forced OutageSubmitted for real-time switching devices that will be opened to relieve or prevent an overload
condition
Must
start within three
days
Must have
a maximum restoration
time of
four
hours
Cannot
exceed 72 hours in duration.Slide16
Outage Types – Simple Outages
16
Simple Transmission Outage A Planned Outage or Maintenance Outage such that when the Transmission Element is removed from its normal service, the Outage does not cause:A topology change in the LMP calculation and Cannot cause any LMPs to change with or without the Transmission Element that is suffering the Outage. Maximum Restoration Time cannot exceed 1 Hour.Slide17
What Are the Two Types of Outage Extensions?
17
Unavoidable Extensions:Apply to Planned, Maintenance & Simple OutagesForced Extensions:Apply to Forced Outages OnlyFor both Types of Extensions:New Planned End may be submitted multiple times for up to two hours after the Planned EndNew Forced Outage required after Planned End time plus two hours
Supporting Information is Required in the Notes area.Slide18
So, What Processes use Outage Scheduler Data?
18
Because of Forced Outages and other unexpected events.Real-Time processes Do Not use the Outage Scheduler – Why?Slide19
Outage Type Review
19
As we can see the type and the date when the Outage was submitted does affect several of the models and applications which ERCOT uses to conduct business. Question time…What are some of the outages that can affect CRRs? (Planned, Forced, Maintenance, Remedial Switching & Simple)(What about an extension?)What types of outages affect Real-Time? (Unavoidable & Forced Extensions, Maintenance Level 1)
What about
the Day-Ahead
?
(Forced, Maintenance
,
Remedial
, Simple)Slide20
Outage Scheduler Enhancements Project
Fall 2016 – Spring 2017Slide21
Enhancement – Added Capability for QSEs to submit Transmission Facility Outages.
Created the ability for QSEs to submit and be responsible for Outage Coordination of the Transmission Facilities associated with the Resources which they operate.
Resource Entity-Owned Transmission Facilities shall meet the same timeline for submittal and outage reporting requirements as TSP Transmission Facilities for:21Planned OutagesForced OutagesMaintenance Levels 1, 2 & 3Remedial Switching Actions
Simple Outages
Opportunity OutagesSlide22
Enhancement – Added Capability for QSEs to submit Transmission Facility Outages. (
Con’t)
Due to the different ERCOT Approval, Acceptance and Rejections timelines between Resource and Transmission Facility requests, QSEs shall not be allowed to submit Group Outages containing Resource and Transmission Facilities.22Slide23
Enhancement – New Planned End
23
New Planned End:Appears after Actual Start has been entered.May be Revised multiple times for up to Two Hours past the Planned End.
After Planned End plus Two Hours, if the Outage needs to continue, a Forced Outage must be submittedSlide24
Enhancement – Outage History Records
24
HistoryOutage History will report the date and time, and Requestor Name of every action related to when an outage is:
Created
Submitted
Approved/Accepted or Rejected
Extended
Modified
Cancelled or Withdrawn
Completed (Actual End Submitted)
All Requestor Notes and related-ERCOT Reviewer Notes will be included. Slide25
Enhancement – Outage History Records (
Con’t)
25HistoryOutage History Retrieval Rules
Access via Outage Scheduler User Interface Only
TSPs may access all Outage History records
QSEs may access records for the Transmission and Resource facilities they operate.
Use Custom Filter to locate the desired
Detailed
Outage Request.
Files are downloaded in .
xlxs
FormatSlide26
Enhancement – Multiple Overlapping
Derates
26QSEs are now able to submit multiple, overlapping Resource Derates in multiple Outage Types (Planned, Forced and/or Maintenance)For Resource Derates, all ERCOT processes shall use: The Lowest HSL submitted, andThe LSL associated with the Lowest HSL.QSEs are solely responsible for the submission and accuracy of all Derate Outages. Slide27
Enhancement - Nature of Work, Reasons for Cancellation and Grouped Outages
The following were added to the Nature of Work types and Reasons for Cancellation as shown:
27Nature of WorkCancellationsBreaker/Repair ReplaceWeather ConditionsTelcom WorkMaterials UnavailableThird Party Request
Labor/Crew Unavailable
Emergency
Operations
Maximum number of Transmission Elements in a Grouped Outage is now 60 Pieces of EquipmentSlide28
Summary Screen Enhancements
28
28
Width of Outage Summary Screen reformats to fit Tablet, Laptop and large-screen monitors.
Select to Expand and Collapse Group Outages
View feature allows 25, 50, 100 or 200 Rows per page
TSPs have the ability to see:
All Transmission Outages
All Resource Outages
QSEs may see:
Only the Resource and Transmission Outages which they submitted.
Outage Summary is the only place a QSE can view them together.
Removes Completed and Cancelled Outages from the Summary View.
Remembers Desired settings between SessionsSlide29
Enhancement –
Custom Filter
Enhancements include:Searches may be submitted on Single or Multiple Criteria.Display Transmission and Resource Outages together.Return up to 7000 resultsAdded ability to Search by Station or Nature of Work only.Typing data into a search field narrows the selection choices.29TSP Custom Filter
QSE Custom FilterSlide30
Enhancement –
Custom Filter
At least one of the following selections is required:Outage IDGroup IDRequesting Company
Operating Company
Station
If Requesting Company or Operating Company is the
only
search criteria selected, an Effective From/To date range is
Required.
30
TSP Custom Filter
QSE Custom FilterSlide31
High Impact Outage Project
Fall 2017 – Spring 2018Slide32
High Impact
Outage-related Definitions
Transmission Element (Previously Shown) A physical Transmission Facility that is either an Electrical Bus, line, transformer, generator, Load, breaker, switch, capacitor, reactor, phase shifter, or other similar device that is part of the ERCOT Transmission Grid and defined in the ERCOT Network Operations Model. High Impact Transmission Element (HITE) A Transmission Element that may, in certain conditions, result in high congestion risk when taken out-of-serviceHigh Impact Outage (HIO) A Planned Outage that interrupts flow on a High Impact Transmission Element (HITE). 32Slide33
Which leads us to a new Outage Type!
Rescheduled
High Impact Outage An Approved Planned Transmission Outage with: One or more High Impact Transmission Elements (HITEs)Submitted greater than 90-days’ prior to the Planned StartAnd, subject to withdrawal of approval by ERCOTOnly ERCOT shall be able to convert a High Impact Outage into a Rescheduled Outage after discussion with the Requestor.Rescheduled Outage training will be conducted prior to implementation Fall 2017/Spring 2018
33Slide34
Outage Scheduler
Data Requirements
2017 ERCOT Operator Training SeminarSlide35
Outage Scheduler - Data Requirements
General Information is required for all Transmission & Resource Requests
35General Information is pre-populated from Digital CertificatePrimary and Secondary phone numbers may be changed by submitting a “Notice of Change of Information” form
Remembers
the
Name and Phone Number
entered from previous session
. These fields are required data.
Enter the Number
you would want an ERCOT Outage Coordinator or System Operator to contact you at
!
Requestor Name will be captured in External Web Services and Outage History ReportsSlide36
Outage Scheduler - Data Requirements
Transmission Outage Data Fields
36All Four Date/Time Fields Outage Analysis uses Planned Start & Planned End..Earliest Start & Latest End used for alternate evaluation only!
Emergency Restoration - Cannot be longer than the Outage Duration
Project Name
Not
a Required Field
Used by Requestor to reference ProjectsSlide37
Outage Scheduler - Data Requirements
Resource Outage Data Fields
37Outage Analysis uses Planned Start & Planned End..Earliest Start & Earliest End used for alternate evaluation only!Slide38
Outage Scheduler - Data Requirements
Transmission
& ResourceNatureofWork38
Nature of Work Pull-Down
Required Field
Pre-Populated with Generic Transmission or Resource types of work
TRANSMISSION OUTAGES
Associated
Equipment Outage
Breaker Maintenance
Breaker Repair/Replace
Line Maintenance
Line Rebuild/Upgrade
Relay Work
Repair Hot Spot
Repair/Replace Damaged Equipment
Replace Equipment
Switch Maintenance
Switch Repair/Replace
Telcom Work
Third Party Request
Transformer Maintenance
Transformer Repair/Replace
Transformer Testing
New Equipment Energization
Retirement of Old Equipment
Other
Unknown
RESOURCE OUTAGES
Black
Start Test
Boroscope
Combustion Inspection and Repair
Cooling Water Problems/Repairs
Exhaust Problems/Repairs
Feedwater Problems/Repairs
Fuel Limitation/Lack of Fuel Availability
Fuel Problems/Repairs
Gas Company Pipeline Work
Inlet Air Problems/Repairs
Lack of Steam Load Availability
Mothballed
Overhaul
Steam Turbine Limited/Unavailable
Tube Leak
Turbine/Generator Vibration/Repair
New Equipment Energization
Retirement of Old Equipment
Other
Unknown
Slide39
Outage Scheduler - Data Requirements
39
Operating Company defaults to Digital CertificateTop down Hierarchy
Select
Station first to pre-populate lower fields
Select
additional equipment to create Group Outages
Higher
selections clear lower fields
Transmission Equipment
Definition
CB
Circuit Breaker
LN
Line
DSC
Disconnect
XF
Transformer
SC
Series Compensator
LD
Load
SVC (Capacitors & Reactors)
Static Var Compensation Devices
Resource Equipment
Definition
UN
Unit
LR
Load Resource
Equipment
Name
In Service
– Date equipment added to the Network Model
Out Service
– Date Equipment removed from the Network Model
Transmission & Resource - Selecting EquipmentSlide40
Outage Scheduler - Data Requirements
Transmission & Resource
– Actual Start Field40Actual StartEntry field not available until the Outage has been Approved or AcceptedMay
be edited for two hours
.
Actual End and New Planned End entry fields will not appear until after Actual Start has been submittedSlide41
Outage Scheduler - Data Requirements
Transmission & Resource
– Actual End Field41Actual End:Appears after Actual Start Submitted.Can
be edited For two hours
.
New
Planned End:
Appears
after Actual Start has been entered
.
May be Revised
multiple
times for up to Two Hours past the Planned End.
After Planned End plus Two Hours, if the Outage is to continue, a new Forced Outage must be submittedSlide42
Outage Scheduler - Data Requirements
Transmission & Resource
– Notes42Requestor NotesMust enter reason when using “Other” or “Unknown” for Nature of Work
Requestor should enter any supplemental information which will aid ERCOT during outage analysis (the more info the better
!)
RAP or
RAS Notes
(Note: SPS changing to “Remedial Action Scheme”)
Required
if disabling or impacting a Remedial Action Plan or Special Protection
System
Supporting Information
Explanation of how an
Outage
qualifies as a
Forced Outage
Required before the following can be designated as “Complete”
Forced Outages
Forced Extensions
Unavoidable Extensions
Remedial Switching ActionsSlide43
Scenario 1
43
B4B5B6
B1
B2
B3
CD02
SD01
L01
L02
L03
Line
04
S010
S020
S030
S040
C
200
S
100
CT02
ST01
XT02
XT01
MT02
MT01
CD03
C
300
CT03
MT03
C4
C5
C6
C
1
C2
C3
L11
L10
L08
S010
C020
C030
C040
There is a Planned Transmission Outage on Line 04.
During switching, line switch C020 binds up halfway open.
What’s the first thing you do?
How is this entered in the Outage Scheduler?
The Field Crew calls 20 minutes after the Planned End time and tells the Requestor that it will take another two hours for the repair. What does the Requestor do?Slide44
Scenario 2
44
B4B5B6
B1
B2
B3
CD02
SD01
L01
L02
L03
Line
04
S010
S020
S030
S040
C
200
S
100
CT02
ST01
XT02
XT01
MT02
MT01
CD03
C
300
CT03
MT03
C4
C5
C6
C
1
C2
C3
L11
L10
L08
S010
C020
C030
C040
All
Units
are On-Line.
An insulator on
switch SD01
fails, causing
a fault
in unit ST01 to trip
.
During the initial visual inspection, it is noted that there is a small amount of damage to switch CD02.
The Resource Entity decides to
Derate
CT02 by 20 MW for 3 days – until ST01 repairs can be completed.
What outages need to be submitted for Unit ST01 and who submits them?
What needs to be done for CT02?Slide45
Scenario 3
45
Your company is adding new equipment in a substation expansion. All the distribution load will be picked up in the field. The Transmission contractor is going to install a bypass around the station to keep the transmission interruptions to a minimum while building the substation.The email from ERCOT below shows your approved NOMCR.Slide46
Scenario 3
46
Equipment (1101_CS) out of service date 1/11/17 12:00 AMEquipment (DSW_8014) out of service date 1/11/17 12:00 AMEquipment (DSW_8027) out of service date 1/11/17 12:00 AMEquipment (SWIND_1) out of service date 1/11/17 12:00 AMYou go into the outage scheduler to extend the outage
as requested by the Transmission Contractor.
When you try to submit the request, you get the warnings shown in Red.
1
) What does this mean?
2
) How would you enter the extension?