WECC Interchange Tool (WIT) Checkout Confirmation
INT-021-WECC-CRT-2
Document name / WECC Interchange Tool (WIT) Checkout ConfirmationINT-021-WECC-CRT-1.32
WECC Regional Criterion
Regional Criterion
Category / WECC Regional Criterion
Document date / September 22, 2011August 12, 2015
Adopted/approved by / Board of DirectorsWECC Standards Committee
Date adopted/approved / September 22, 2011
Custodian (entity responsible for maintenance and upkeep) / Standards
Stored/filed / Approved Regional Criteria
Previous name/number / 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.”
Status / ( ) Draft
Version Control
Version / Date / Action / Change1 / 7/14/2011 / OC Approved / Initial
1 / 9/22/2011 / WECCBoard of Directors / Initial
1.1 / 10/4/2011 / Errata / WM2“BalancingArea”corrected toread“eachBalancing Authority.”
1.1 / 9/5/2012 / WECC Board changed designation from “CRT” to “RBP.”. / Designation change
1.2 / 12/13/2011 / Errata / “InterchangeAuthority”wasremoved fromtheApplicabilitysectionas thereareno assignedtasksand theentity isnotanapproved entity undertheNERC FunctionalModel,Version5.InWM2 and WM3, InterchangeAuthoritywasreplacedwiththe properterm Interchange Coordinator,approved undertheNERC FunctionalModel,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-021-WECC-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
2 / 6/19/2015 / DT approved; forward to the WSC with a request for ballot.
Project Roadmap
This section is maintained by the drafting team and is subject to change.
Completed Actions / Completion Date- SAR Filed
- WSC approved the SAR
- DT solicitation notice dispatched
- Notice of DT Assignment
- Posting 1 Comments Open
- Posting 1 Comments Closed (45-day)
- DT Meets to answer Comments
- Posting 2 Comments Open
- Posting 2 Comments Closed (30-day)
- DT Meets to answer Comments
- Posting 3 Comments Open
- Posting 3 Comments Closed (30-day)
- DT Meets to answer Comments
- Posting 4 Comments Open
- Posting 4 Comments Closed
- DT Meets to answer Comments
- Posting 5 Comments Open
- Posting 5 Comments Closed
- DT Meets to answer Comments / Forward to WSC with Request for Ballot
- WSC approves for ballot
- Ballot Pool Open
- Ballot Pool Closed
- Standards Briefing
- Ballot Open
- Ballot Closed
- WSC Meets
- Notice to WECC Board of Directors
- Board
Overview
Currently, there is no single uniform process for scheduling and checkout between Balancing Authorities (BAs[JR1]) using the WECC Interchange Tool (WIT).
This Standards Authorization Request (SAR) would clarify that process by modifying INT-021-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.
A.Introduction
1. Title:WECC InterchangeTool(WIT) Checkout Confirmation
WECC Regional Criterion
2. Number: INT-021-WECC-CRT-1.32
3. Purpose:ToprovideWECCBalancingAuthoritieswithanauditable meansofconfirmingNetScheduledInterchange(NSI) and Net Actual Interchange(NAI).TheWECCInterchangeTool (WIT) or successor electronicconfirmationtool will serveas theprimarymeansfor confirmationandwill betreatedasthe final record of NSI andNAIundernormaloperating conditions.
4. Applicability:
4.1.BalancingAuthority
4.2.Reliability Assurer
5. EffectiveDate:November 6, 2011[1] WR1-WR4The first day of the second quarter after approval by the WECC Board of Directors.
September 6, 2012 WR5
B.RequirementsandMeasures
WR1.The Reliability Assurer (W ECC) shall provide a tool and a process for electronic confirmation of Confirmed Interchange between Adjacent Balancing Authorities.
WM1.Each Reliability Assurer (W ECC) shall provide evidence that an electronic confirmation tool has been made available. Evidence may include, but is not limited to, providing access to the W IT or a successor electronic confirmation tool.
WR2.EachBalancingAuthorityshall usetheelectronic confirmation process provided by the Reliability Assurer (W ECC)WECC Interchange Tool (WIT[JR2]), or its successor,astheprimarymeansto confirmNSI for preschedule day checkout based on the W ECC preschedule calendar, next hour checkout (from current operating hour), current hour checkout upon change, past hour checkout in current day, and past day checkout.
WM2.Except for periods when the electronic confirmation tool or the common Net Scheduled Interchange Coordinator is not available, each Balancing Authority shall produce evidence that the electronic confirmation process provided by the Reliability Assurer (WECC) was used as the primary means to confirm NSI for preschedule day checkout based on the WECC preschedule calendar, next hour checkout (from current operating hour), current hour checkout upon change, past hour checkout in current day, and past day checkout. Evidence may include, but is not limited to, audit trail records provided by the electronic verification application(NSI) and Net Actual Interchange (NAI)[JR3], except when the tool is not available.
WR3WM1.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 requiredstated in Requirement WR1.
WR2. EachBalancingAuthorityshall use the electronic confirmation process provided by the Reliability Assurer (WECC) as the primary means to acknowledge agreement of NAI for past hour checkout in the current day and past day checkout.
WM3.Except for periods when the electronic confirmation tool or the Interchange Coordinator is not available, each Balancing confirm its common NSI with each Adjacent Balancing Authority shall produce evidence that the electronic confirmation process provided by the Reliability Assurer (W ECC) was used as the primary means to acknowledge agreement of NAI for past hour checkout in the current day, and past day checkout. Evidence may include, but is not limited to, audit trail records provided by the electronic verification application.at the following time periods:
1)WR4Prior 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 beforeno later than the startend of the next clock hour and oncurrent hour for the last hour in which the energy flowed or within a mutually agreed time frame if mutually agreed -to changes arise.
WM4WM3.EachBalancingAuthorityshall producewill haveevidencethathourly NAI datawassubmittedtotheelectronicconfirmationtoolfor each ofitsAdjacent BalancingAuthorities before the start of the next clock hour and on mutually agreed to changes., as required in WR3.Evidence may include, but is not limited to, the data submittal audit trail recordslog provided by the electronic verification application.WIT, or its successor.
Guidance Section
This Ccriterion 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)[JR4] between only two Adjacent Balancing Authorities (BA) as opposed to the aggregate NSI or NAI with all Balancing Authorities[JR5]BAs.
Developed as WECC-0108; Previously WECC-00064Page 1
[1] Implementation of WR5 was predicated on software changes.Required changes were made September 6, 2012 making all Requirements effective.WR1 through WR4 were effective on November 6, 2011.
[JR1]You define this twice, but only use it once. I’m taking this definition out for lack of use.
[JR2]This initialism is defined at the top of the page and in the header.
[JR3]Defined in the Purpose text above.
[JR4]Is there a reason you keep spelling these out? I don’t want to take out something you feel is important. Does this statement function as a definition in other documents?
[JR5]This was the only use of the BA initialism so I spelled it out.