UNITED STATES OF AMERICA BEFORE THE FEDERAL ENERGY REGULATORY COMMISSION North American Electric Reliability Corporation ) ) Docket No. _______ JOINT PETITION OF THE NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION AND WESTERN ELECTRICITY COORDINATING COUNCIL FOR APPROVAL OF PROPOSED REGIONAL RELIABILITY STANDARD BAL-004-WECC-4 Chris Albrecht Assistant General Counsel Western Electricity Coordinating Council 155 North 400 West, Suite 200 Salt Lake City, UT 84103 (801) 582-0353 [email protected] Counsel for the Western Electricity Coordinating Council Lauren Perotti Assistant General Counsel Alain Rigaud Associate Counsel North American Electric Reliability Corporation 1401 H Street NW, Suite 410 Washington, D.C. 20005 202-400-3000 [email protected] [email protected] Counsel for the North American Electric Reliability Corporation March 12, 2025 TABLE OF CONTENTS I. SUMMARY ............................................................................................................................ 2 II. NOTICES AND COMMUNICATIONS ................................................................................ 4 III. BACKGROUND .................................................................................................................... 4 a. Regulatory Framework ....................................................................................................... 4 b. WECC Reliability Standards Development Procedure....................................................... 6 c. Development of the Proposed Reliability Standard ............................................................ 6 IV. JUSTIFICATION FOR APPROVAL .................................................................................... 7 a. Proposed Substantive Revisions to Standard and Requirements ........................................ 9 b. Proposed Clarifying Revisions to Standard and Requirements ........................................ 11 c. Enforceability of Proposed Reliability Standard .............................................................. 14 V. EFFECTIVE DATE .............................................................................................................. 14 VI. CONCLUSION ..................................................................................................................... 15 Exhibit A Exhibit B Exhibit C Exhibit D Exhibit E Exhibit F Proposed Regional Reliability Standard BAL-004-WECC-4 – Automatic Time Error Correction Exhibit A-1 BAL-004-WECC-4 – (Redline) Exhibit A-2 BAL-004-WECC-4 – (Clean) Implementation Plan Order No. 672 Criteria Analysis of Violation Risk Factors and Violation Severity Levels Summary of Development History and Complete Record of Development Standard Drafting Team Roster for Project WECC-0147 i UNITED STATES OF AMERICA BEFORE THE FEDERAL ENERGY REGULATORY COMMISSION North American Electric Reliability Corporation ) ) Docket No. _______ JOINT PETITION OF THE NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION AND WESTERN ELECTRICITY COORDINATING COUNCIL FOR APPROVAL OF PROPOSED REGIONAL RELIABILITY STANDARD BAL-004-WECC-4 Pursuant to Section 215(d)(1) of the Federal Power Act (“FPA”)1 and Section 39.5 of the regulations of the Federal Energy Regulatory Commission (“FERC” or “Commission”),2 the North American Electric Reliability Corporation (“NERC”)3 and the Western Electricity Coordinating Council (“WECC”) hereby submit proposed Regional Reliability Standard BAL-004-WECC-4 Automatic Time Error Correction for Commission approval. Regional Reliability Standard BAL004-WECC-4 seeks to improve upon the existing Reliability Standard by addressing an issue identified in a five-year review of the standard related to the Western Interchange Tool (“WIT”) and currently effective Requirement R1 which could prevent new Balancing Authorities from determining values needed for compliance with the standard. Regional Reliability Standard BAL004-WECC-4 addresses this issue by creating a Standard-specific definition “Interchange Software” to refer to the software used by Balancing Authorities to submit Automatic Time Error Correction (“ATEC”) data to WECC to review the data, creating a requirement to use the proposed 1 16 U.S.C. § 824o. 18 C.F.R. § 39.5 (2023). 3 The Commission certified NERC as the electric reliability organization (“ERO”) in accordance with Section 215 of the FPA. N. Am. Elec. Reliability Corp., 116 FERC ¶ 61,062 (2006), order on reh’g & compliance, 117 FERC ¶ 61,126 (2006), aff’d sub nom. Alcoa, Inc. v. FERC, 564 F.3d 1342 (D.C. Cir. 2009). [hereinafter ERO Certification Order]. 2 1 Interchange Software, and addressing the treatment of Balancing Authorities that do not have a full year of operating data. NERC and WECC request that the Commission approve the proposed Regional Reliability Standard, provided in Exhibit A hereto, as just, reasonable, not unduly discriminatory or preferential, and in the public interest. NERC and WECC also request approval of: (1) the associated Implementation Plan (Exhibit B); the associated Violation Risk Factors (“VRFs”) and Violation Severity Levels (“VSLs”) (Exhibit D); and the retirement of currently effective Regional Reliability Standard BAL-004-WECC-3. As required by Section 39.5(a) of the Commission’s regulations,4 this petition presents the technical basis and purpose of the proposed Reliability Standard, a summary of the development history (Exhibit E), and a demonstration that the proposed Reliability Standard meets the criteria identified by the Commission in Order No. 6725 (Exhibit C). The NERC Board of Trustees adopted the proposed Regional Reliability Standard on February 13, 2025. I. SUMMARY The purpose of proposed Regional Reliability Standard BAL-004-WECC-4 is to maintain Western Interconnection (“WI”) frequency and ensure that time error accumulation via Primary Inadvertent Interchange (“PII”) payback is conducted in a manner that does not result in a negative impact on reliability. The Commission first approved BAL-004-WECC-01 in 2009, 6 finding it benefits the reliable operation of the Bulk-Power System (“BPS”) by creating an operating environment that encourages system operators to balance their generation and interchange with 4 18 C.F.R. § 39.5(a). Rules Concerning Certification of the Electric Reliability Organization; and Procedures for the Establishment, Approval, and Enforcement of Electric Reliability Standards, Order No. 672, 114 FERC 61,104 at PP 262, 321-37 (2006) [hereinafter Order No. 672], order on reh’g, Order No. 672-A, 114 FERC 61,328 (2006). 6 Western Electricity Coordinating Council Regional Reliability Standard Regarding Automatic Time Error Correction, Order No.723, 127 FERC ¶ 61,176 (2009). 5 2 their load and losses to reduce the number of manual time error corrections. The currently effective version, BAL-004-WECC-3, was approved in 2018.7 Proposed Regional Reliability Standard BAL-004-WECC-4 improves upon the existing standard by addressing an issue identified with Requirement R1 of the currently effective standard. Currently, Regional Reliability Standard BAL-004-WECC- 3 Requirement R1 establishes limits on Accumulated Primary Inadvertent Interchange (“PIIaccum”) based on a value determined from the “previous calendar year.” In circumstances such as the creation of a new Balancing Authority or the shutdown of an existing Balancing Authority, these values may not be available. If a Balancing Authority does not have data from a previous calendar year, then Requirement R1 as written would establish a compliance limit of zero (0) MWh. Maintaining a monthly PIIaccum balance of zero as calculated by the WIT is not operationally feasible and could result in noncompliance with the standard which cannot be mitigated until the end of the calendar year. Proposed Regional Reliability Standard BAL-004-WECC-4 addresses this concern and improves upon the currently effective standard by: 1) expanding the existing Background section, 2) creating a Standard-specific definition “Interchange Software” to refer to the software used by Balancing Authorities to submit ATEC data to WECC, 3) creating a requirement to use the Interchange Software, 4) addressing treatment of Balancing Authorities that do not have a full year of operating data, 5) consolidating and clarifying requirements, and 6) updating the document to NERC's newest templates. NERC and WECC respectfully request the Commission approve proposed regional Reliability Standard BAL-004-WECC-4, the associated VRFs and VSLs, the Implementation 7 N. Am. Elec. Reliability Corp., Docket No. RD18-2-000 (2018) (delegated letter order). 3 Plan, and the retirement of the existing regional Reliability Standard BAL-004-WECC-3. The following petition presents the justification for approval and supporting documentation. II. NOTICES AND COMMUNICATIONS Notices and communications with respect to this filing may be addressed to the following:8 Chris Albrecht* Assistant General Counsel Steve Rueckert* Director of Standards Western Electricity Coordinating Council 155 North 400 West, Suite 200 Salt Lake City, UT 84103 (801) 582-0353 [email protected] [email protected] III. Lauren Perotti* Assistant General Counsel Alain Rigaud* Associate Counsel North American Electric Reliability Corporation 1401 H Street, N.W., Suite 410 Washington, D.C. 20005 (202) 400-3000 [email protected] [email protected] BACKGROUND The following background information is provided below: (1) an explanation of the regulatory framework; (2) a description of the WECC Reliability Standards Development Procedure; and (3) the history of Project WECC-0147: BAL-004-WECC-3, ATEC Five-year Review with Focus on Requirement R1. a. Regulatory Framework By enacting the Energy Policy Act of 2005,9 Congress entrusted the Commission with the duties of approving and enforcing rules to ensure the reliability of the Bulk-Power System, and with the duty of certifying an ERO that would be charged with developing and enforcing mandatory Reliability Standards, subject to Commission approval. Section 215(b)(1) of the FPA states that all users, owners, and operators of the Bulk-Power System in the United States will be 8 Persons to be included on the Commission’s service list are indicated with an asterisk. NERC and WECC respectfully request a waiver of Rule 203 of the Commission’s regulations, 18 C.F.R. § 385.203, to allow the inclusion of more than two persons on the service list in this proceeding. 9 16 U.S.C. § 824o. 4 subject to Commission-approved Reliability Standards.10 Section 215(d)(5) of the FPA authorizes the Commission to order the ERO to submit a new or modified Reliability Standard.11 Section 39.5(a) of the Commission’s regulations requires the ERO to file for Commission approval each Reliability Standard that the ERO proposes should become mandatory and enforceable in the United States, and each modification to a Reliability Standard that the ERO proposes to make effective.12 The Commission has the regulatory responsibility to approve Reliability Standards that protect the reliability of the Bulk-Power System and to ensure that such Reliability Standards are just, reasonable, not unduly discriminatory or preferential, and in the public interest. Pursuant to Section 215(d)(2) of the FPA and Section 39.5(c) of the Commission’s regulations, the Commission will give due weight to the technical expertise of the ERO with respect to the content of a Reliability Standard.13 Similarly, the Commission approves regional differences proposed by Regional Entities, such as Regional Reliability Standards and Variances, if the regional difference is just, reasonable, not unduly discriminatory or preferential, and in the public interest.14 In addition, Commission Order No. 672 requires further criteria for regional differences. A regional difference from a continent-wide Reliability Standard must either be: (1) more stringent than the continent-wide Reliability Standard, including a regional difference that addresses matters that the continent-wide Reliability Standard does not; or (2) necessitated by a physical difference in the Bulk-Power System.15 The Commission must give due weight to the technical expertise of a Regional Entity, 10 11 12 13 14 15 Id. § 824(b)(1). Id. § 824o(d)(5). 18 C.F.R. § 39.5(a). 16 U.S.C. § 824o(d)(2); 18 C.F.R. § 39.5(c)(1). 16 U.S.C. § 824o(d)(2) and 18 C.F.R. § 39.5(a). Order No. 672 at P 291. 5 like WECC, that is organized on an Interconnection-wide basis, with respect to a regional difference to be applicable within that Interconnection.16 b. WECC Reliability Standards Development Procedure The proposed Regional Reliability Standard was developed in an open and fair manner and in accordance with the Commission-approved WECC Reliability Standards Development Procedures (“RSDP”).17 WECC’s RSDP provides for reasonable notice and opportunity for public comment, due process, openness, and a balance of interests in developing Reliability Standards and thus addresses several of the Commission’s criteria for approving Reliability Standards. The development process is open to any person or entity that is an interested stakeholder. WECC considers the comments of all stakeholders, and a vote of stakeholders and the WECC Board of Directors is required to approve a WECC regional Reliability Standard. 18 NERC posts each regional Variance developed by a Regional Entity for an additional comment period. The NERC Board of Trustees must adopt the regional Variance before it is submitted to the Commission for approval. c. Development of the Proposed Reliability Standard As further described in Exhibit E hereto, proposed regional Reliability Standard BAL-004WECC-4 was developed as part of a five-year review of the currently effective Regional Reliability Standard in accordance with the WECC RSDP.19 The project was titled, WECC-0147: BAL-004WECC-3, ATEC Five-year Review with Focus on Requirement R1. The WECC Board of 16 Id. at P 344. The currently effective WECC RSDP was approved by the Commission on September 13, 2021. See N. Am. Elec. Reliability Corp., Docket No. RR21-4-000 (2021) (approving revised WECC Reliability Standards Development Procedures). The WECC Reliability Standards Development Procedures are available at: https://www.wecc.org/sites/default/files/documents/standards/2024/WECC%20Reliability%20Standards%20Develo pment%20Procedures%20-%20FERC%20Approved%2009-13-2021.pdf. 18 Id. at 12 (Treatment of Non-Substantive Changes. .Approval by the WECC Board of Directors is not required for Non-Substantive Changes). 19 Id.at 21 (WECC Reliability Standards Development Procedures, Maintenance of RRSs and CRTs). 17 6 Directors approved the standard on March 13, 2024 and submitted the proposed standard to the NERC Board of Trustees for adoption. NERC posted the proposed standard for a 45-day comment period from April 10 – May 28, 2024. During the comment period, NERC staff recommended that a proposed compliance waiver within the standard be removed because it could cause confusion regarding responsibilities of standard drafting teams to develop standards and the circumstances under which NERC Compliance Monitoring and Enforcement Staff may grant a compliance waiver excusing compliance with those standards, and the matter addressed in the proposed compliance waiver was already addressed in the mandatory and enforceable elements of the proposed regional Reliability Standard. The WECC Standards Committee (“WSC”) agreed and approved the removal of the compliance waiver as a non-substantive change on September 6, 2024.20 The NERC Board of Trustees adopted the proposed regional standard on February 13, 2025. IV. JUSTIFICATION FOR APPROVAL As discussed in detail in Exhibit C, proposed Regional Reliability Standard BAL-004- WECC-4 is just, reasonable, not unduly discriminatory or preferential, and in the public interest. As described herein and in Exhibit C, the proposed Regional Reliability Standard provides reliability benefits for the BPS in the WECC region. As NERC and WECC noted in previous filings, ATEC reduces manual time error corrections, reduces accumulated Inadvertent Interchange, and better identifies the Balancing Authorities responsible for the Inadvertent 20 Id.at 12. (“If a Non-Substantive Change to an RRS is required at any time after a WECC ballot window opens, the proposed change shall be presented to the WSC with a request for approval. If the WSC agrees that the correction of the error does not change the scope or intent of the associated RRS, and agrees that the correction has no material impact on the applicable entities, then the correction shall be filed for approval with NERC and applicable governmental authorities as appropriate.”). 7 Interchange.21 The proposed revisions to Regional Reliability Standard BAL-004-WECC-4 are intended to reflect current operational practice, provide clarity in Requirements, and resolve issues identified with the standard. Under the proposed Regional Reliability Standard, Balancing Authorities would continue to perform required tasks in the same or similar manner to the currently effective version of the standard. As summarized above, proposed Regional Reliability Standard BAL-004-WECC-4 was developed to address an issue identified with Requirement R1 of the currently effective standard. The currently effective Requirement R1 establishes limits on PIIaccum based on a value determined from the “previous calendar year.” In circumstances such as the creation of a new Balancing Authority or the shutdown of an existing Balancing Authority, these values may not be available. If a Balancing Authority does not have data from a previous calendar year, then Requirement R1 as written would establish a compliance limit of zero (0) MWh. Maintaining a monthly PIIaccum balance of zero as calculated by the WIT is not operationally feasible and could result in non-compliance with the standard which cannot be mitigated until the end of the calendar year. As described in further detail below, the proposed Regional Reliability Standard addresses this concern and improves upon the currently effective standard by: 1) expanding the existing Background section, 2) creating a Standard-specific definition “Interchange Software”, 3) creating a requirement to use the Interchange Software, 4) addressing treatment of Balancing Authorities that do not have a full year of operating data, 5) consolidating and clarifying requirements, and 6) 21 Joint Petition of the North American Electric Reliability Corporation and Western Electricity Coordinating Council for Approval of BAL-004-WECC-3 Docket No. RD18-2-000 (Mar. 8, 2018) at 7; Joint Petition of the North American Electric Reliability Corporation and Western Electricity Coordinating Council for Approval of BAL-004WECC-02 and BAL-001-1, Docket No. RD13-11-000 (Aug. 20, 2013) at 6-7; Petition of the North American Electric Reliability Corporation for Approval of One Proposed Western Electricity Coordinating Council Regional Reliability Standard Regarding Automatic Time Error Correction and Three Definitions, Docket No. RM08-12-000 (July 29, 2008) at 8. 8 updating the document to NERC's newest templates. The proposed Regional Reliability Standard continues to address matters not addressed in any other continent-wide Reliability Standard and remains necessary for reliability in the Western Interconnection. a. Proposed Substantive Revisions to Standard and Requirements Proposed Regional Reliability Standard BAL-004-WECC-4 proposes to create and use a Standard-specific definition for the term “Interchange Software” in a newly proposed Requirement R1. The proposed definition is as follows: Interchange Software: The single electronic confirmation tool identified by the Western Electricity Coordinating Council (WECC), or its successor, to be used by all Balancing Authorities throughout the Western Interconnection (WI), that serves as the primary means for confirmation and creation of the final record of Scheduled Net Interchange (NIS5) and Actual Net Interchange (NIA6), during all periods when the Interchange Software is available. [5] Previously called Net Scheduled Interchange. [6] Previously called Net Actual Interchange WECC’s proposed definition of “Interchange Software” is intended to allow WECC the flexibility to change the software Balancing Authorities must use to calculate hourly PII, PIIaccum, and ATEC if issues or concerns arise without having to revise the standard. Additionally, the proposed “Interchange Software” definition replaces the legacy terms “Net Actual Interchange” and “Net Scheduled Interchange” with “Actual Net Interchange” and “Scheduled Net Interchange”, respectively, to conform with the Glossary of Terms used in NERC Reliability Standards.22 Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R1 is as follows: 22 The Glossary of Terms Used in NERC Reliability Standards (“NERC Glossary” or “Glossary”) is available on the NERC website at https://www.nerc.com/pa/Stand/Glossary%20of%20Terms/Glossary_of_Terms.pdf. Unless otherwise indicated, all capitalized terms used in this petition shall have the meaning set forth in the NERC Glossary. 9 R1. Each Balancing Authority shall use the Interchange Software as the sole source of data to calculate its ATEC. [Violation Risk Factor: Severe] [Time Horizon: Operations Assessment] As described above, this change would allow WECC to replace the software tool used to calculate the ATEC if any issues with the software arise. Proposed Regional Reliability Standard BAL-004-WECC-4 revises the currently effective version of Requirement R1 to become Requirement R2 to address the issue described above that Balancing Authorities must have a monthly PIIaccum balance based on a value determined from the “previous calendar year”. In certain circumstances, these values may not be available, like when a new Balancing Authority is created or an existing Balancing Authority is shut down. In these instances, currently effective Requirement R1 would establish a monthly PIIaccum balance limit of zero (0) MWh and can result in non-compliance for these Balancing Authorities until the end of the calendar year. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R2 is as follows: R2. Each Balancing Authority shall operate its system such that, following the conclusion of each month, the month-end absolute value of its OnPeak and Off-Peak, Accumulated accumulated Primary Inadvertent Interchange (PIIaccum), as calculated by the WECC Interchange Tool (WIT) or its successor electronic confirmation tool Software, are each individually less than or equal to 150% of the previous calendar year’s integrated hourly peak demand where peak demand is total load plus total exports. [Violation Risk Factor Medium:] [Time Horizon: Operations Assessment] 2.1 For load-serving new Balancing Authorities, 150% of the previous calendar year’s integrated hourly Peak Demand, the peak demand will be the maximum hourly integrated peak demand as it increases during the first year of operation. As shown above, proposed Requirement R2 Part 2.1 moves the language about how to determine PIIaccum for existing Balancing Authorities into the main body of Requirement R2, and proposed Requirement R2 Part 2.1 is revised to state how new Balancing Authorities should 10 determine their PIIaccum balance. This revision would prevent new Balancing Authorities from having no value available for their PIIaccum and causing unintended non-compliance. b. Proposed Clarifying Revisions to Standard and Requirements The following proposed revisions to Requirements R3 through R8 are intended to enhance clarity and make proposed Regional Reliability Standard BAL-004-WECC-4 as unambiguous as possible to avoid confusion. Proposed Regional Reliability Standard BAL-004-WECC-4 revises the currently effective versions of Requirements R2 and R6 to become Requirement R3 to specify PII errors must be recalculated and corrected by the Balancing Authority within 90 days of being discovered. This would enhance clarity and ensure PII errors are corrected in a timely manner. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R3 is as follows: R3. Each Balancing Authority shall, upon discovery of an error in the its On-Peak or Off-Peak Inadvertent Interchange calculation of PIIhourly, recalculate and correct the Inadvertent Interchange values within 90 days, the value of PIIhourly and adjust the PIIaccum from the time of the error is discovered. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] Proposed Regional Reliability Standard BAL-004-WECC-4 revises the currently effective version of Requirement R3 to become Requirement R4 to specify that the 24 hours per calendar quarter exception period for ATEC to be out of service does not include any periods in which the Interchange Software is unavailable. This would avoid any Interchange Software outages counting towards a Balancing Authority’s allowed exception time and causing noncompliance outside of its control. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R4 is as follows: R4. Each Balancing Authority shall keep its Automatic Time Error Corrections (ATEC) ATEC in service, with an allowable exception 11 period of less than or equal to an accumulated 24 hours per calendar quarter for ATEC to be out of service. This period is separate from any period during which the Interchange Software was unavailable. [Violation Risk Factor: Medium] [Time Horizon: Same-day Operations] Proposed Regional Reliability Standard BAL-004-WECC-4 revises Requirement R5 to remove the list of operating modes to which a Balancing Authority can change its Automatic Generation Control (“AGC”) to correspond with current operating conditions. Removing the list of operating modes eliminates any potential limitation on the kind of operating mode a Balancing Authority may take to meet the operating conditions and would allow a Balancing Authority to change its AGC to any operating mode necessary to meet the operating conditions. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R5 is as follows: R5. Each Balancing Authority shall be able to change its Automatic Generation Control (AGC) operating mode between Flat Frequency (for blackout restoration); Flat Tie Line (for loss of frequency telemetry); Tie Line Bias; and Tie Line Bias plus Time Error Control (used in ATEC mode), to correspond to current operating conditions. [Violation Risk Factor: Medium] [Time Horizon: RealTime Operations] Proposed Regional Reliability Standard BAL-004-WECC-4 revises currently effective version of Requirement R4 to become Requirement R6 to specify the ATEC data computed needs to be uploaded to the Interchange Software, as well as specifying how often the data needs to be uploaded. This would ensure that ATEC data is not only calculated but also shared with WECC in a timely manner. Additionally, proposed Requirement R6 updates the legacy term “Net Actual Interchange” with “Actual Net Interchange” to conform with the NERC Glossary term. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R6 is as follows: R6. Each Balancing Authority shall recalculate the PIIhourly and PIIaccum for the On-Peak and Off-Peak periods whenever adjustments are made to upload hourly Inadvertent Actual Net Interchange (NIA) to the Interchange Software no later than 50 12 minutes after each hour. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] Proposed Regional Reliability Standard BAL-004-WECC-4 revises Requirement R7 to specify that, if a Balancing Authority makes a month-end adjustment, that value must be included as a part of the Actual Net Interchange data it submits to the Interchange Software. This would ensure that any month-end adjustment is not only accounted for but also recorded in a timely manner. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R7 is as follows: R7. Each Balancing Authority shall make the same adjustment to the PIIaccum as it did for any making a month-end meter reading adjustments to Inadvertent adjustment shall input that value as part of its Actual Net Interchange (NIA). [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] Proposed Regional Reliability Standard BAL-004-WECC-4 revises Requirement R8 to specify that, if a Balancing Authority makes a month-end adjustment, that value must be included in its PIIaccum balance. This would ensure that any month-end adjustment is accurately accounted for. Proposed Regional Reliability Standard BAL-004-WECC-4 Requirement R8 is as follows: R8. Each Balancing Authority making a month-end adjustment shall payback ensure that value is added to its accumulated Primary Inadvertent Interchange using ATEC rather than bilateral and unilateral payback. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] Additionally, WECC proposes to revise the existing Background section to add additional context regarding the history of WECC’s ATEC procedure as well as providing a brief description of what was revised in each previous version of the standard. WECC also proposes to clarify that the proposed Regional Reliability Standard BAL-004-WECC-4 uses the term “ATEC” as defined in the WECC Regional Definitions section of the NERC Glossary. 13 c. Enforceability of Proposed Reliability Standard The proposed Regional Reliability Standard includes VRFs and VSLs. The VRFs and VSLs provide guidance on the way the ERO will enforce the requirements of the proposed Reliability Standard. The VRFs and VSLs are substantively unchanged from the currently effective version of the Regional Reliability Standard. As such, they continue to comport with NERC and Commission guidelines related to their assignment. In addition, the proposed Regional Reliability Standard also includes measures that support each requirement by clearly identifying what is required and how the ERO will enforce the requirement. These measures help ensure that the requirements will be enforced in a clear, consistent, and non-preferential manner and without prejudice to any party.23 The measures are substantively unchanged from the currently effective version of the Regional Reliability Standard. V. EFFECTIVE DATE NERC and WECC respectfully request that the Commission approve the proposed Reliability Standard to become effective as set forth in the proposed Implementation Plan provided in Exhibit B hereto. The proposed Implementation Plan provides that the proposed Reliability Standard shall become effective on the first day of the second quarter following the effective date of the Commission’s order approving the proposed Reliability Standard. As proposed, many of the required tasks of proposed Reliability Standard BAL-004WECC-4 are already being performed in the same or similar manner as those under the currently effective version of the standard. The new or modified tasks impose a minimal burden achievable in the time window between regulatory approval and the proposed Effective Date. 23 Order No. 672 at P 327. 14 VI. CONCLUSION For the reasons set forth above, NERC and WECC respectfully request that the Commission approve: Proposed Regional Reliability Standard BAL-004-WECC-4, and associated elements included in Exhibit A, effective as proposed herein; the proposed Implementation Plan included in Exhibit B; and the retirement of Regional Reliability Standard BAL-004-WECC-3 effective as proposed herein. Respectfully submitted, /s/ Alain Rigaud Chris Albrecht Assistant General Counsel Western Electricity Coordinating Council 155 North 400 West, Suite 200 Salt Lake City, UT 84103 (801) 582-0353 [email protected] Counsel for the Western Electricity Coordinating Council Lauren Perotti Assistant General Counsel Alain Rigaud Associate Counsel North American Electric Reliability Corporation 1401 H Street, N.W., Suite 410 Washington, D.C. 20005 (202) 400-3000 [email protected] [email protected] Counsel for the North American Electric Reliability Corporation Date: March 12, 2025 15 Exhibit A Proposed Regional Reliability Standard BAL-004-WECC-4 – Automatic Time Error Correction Exhibit A-1 Proposed Regional Reliability Standard BAL-004-WECC-4 – Automatic Time Error Correction (Redline) 20345ÿ ÿÿ61ÿ3ÿ6ÿ636ÿÿ!"#$ÿ&''ÿ(ÿ)ÿ&''ÿ*ÿ+,-./0,-ÿ'1ÿ&''ÿÿ 67ÿ9:;<=>?@;A=:ÿ ÿ DEÿFGHIJKÿ 61ÿ3ÿ6ÿ636ÿ ÿ LEÿMNOPJQKÿ ÿ ÿ REÿSNQTUVJKÿÿ 6ÿ11ÿ3W3ÿX3636ÿYXZÿ73[3\]ÿ1^ÿ6ÿ3W3ÿ_1ÿ 3ÿ6ÿ636Wÿ1^3ÿ36ÿ1416ÿ`1ÿ01\ÿ 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NUl[MWXiÿgaÿl_UP[UNÿPÿ][PX^P_^mNuUlMvMlÿ^UvMXM[MWXÿ`X[U_lLPXVUÿ]Wv[tP_Uaiÿhaÿl_UP[UNÿPÿ_UsqM_UfUX[ÿ[WÿqNUÿ[LUÿ X[U_lLPXVUÿ]Wv[tP_UiÿnaÿP^^_UNNUNÿ[_UP[fUX[ÿWvÿwPYPXlMXVÿpq[LW_M[MUNÿ[LP[ÿ^WÿXW[ÿLPeUÿPÿvqYYÿ\UP_ÿWvÿWuU_P[MXVÿ ^P[PiÿaÿlWXNWYM^P[UNÿPX^ÿlYP_MvMUNÿ_UsqM_UfUX[NiÿPX^ÿaÿqu^P[UNÿ[LUÿ^WlqfUX[ÿ[WÿdRTSNÿXUtUN[ÿ[UfuYP[UNbÿ F7IÿHH742 E7ÿ327ÿ KLUÿu_WuWNU^ÿUvvUl[MeUÿ^P[UÿMNÿ[LUÿvM_N[ÿ^P\ÿWvÿ[LUÿNUlWX^ÿsqP_[U_ÿvWYYWtMXVÿ_UVqYP[W_\ÿPuu_WePYbÿÿ J2 H 432 8ÿ pNÿu_WuWNU^iÿfPX\ÿWvÿ[LUÿ_UsqM_U^ÿ[PNNÿP_UÿPY_UP^\ÿZUMXVÿuU_vW_fU^ÿMXÿ[LUÿNPfUÿW_ÿNMfMYP_ÿfPXXU_ÿPNÿ[LWNUÿ lq__UX[Y\ÿPuu_WeU^bÿÿKLUÿXUtÿW_ÿfW^MvMU^ÿ[PNNÿMfuWNUÿPÿfMXMfPYÿZq_^UXÿPlLMUePZYUÿMXÿ[LUÿ[MfUÿtMX^Wtÿ ZU[tUUXÿ_UVqYP[W_\ÿPuu_WePYÿPX^ÿ[LUÿu_WuWNU^ÿRvvUl[MeUÿ{P[Ubÿÿÿÿÿÿÿÿ 6342ÿ8ÿD257Fÿ4J6782ÿÿ dWXUbÿÿÿ KLMNÿu_WUl[ÿkaÿP^^NÿPÿ][PX^P_^mNuUlMvMlÿ^UvMXM[MWXiÿPuuYMlPZYUÿWXY\ÿ[Wÿ[LMNÿTT]iÿPX^ÿgaÿlYP_MvMUNÿ[LP[ÿtLUXÿqNU^iÿ [LUÿ[U_fÿypKRSzÿMNÿPNÿ^UvMXU^ÿMXÿ[LUÿQRSSÿTUVMWXPYÿ{UvMXM[MWXNÿNUl[MWXÿWvÿ[LUÿdRTSÿYWNNP_\ÿWvÿKU_fNÿNU^ÿ MXÿTUYMPZMYM[\ÿ][PX^P_^Nÿ`YWNNP_\abÿ ÿ !"ÿ#$$ÿ%&'!ÿ(ÿ)*+!&ÿ,$$ÿ(ÿ)-.!ÿ/-0&ÿ1+!23ÿ4!-"ÿ5#$6ÿ 77787&998 :ÿ ÿ Exhibit C Order No. 672 Criteria Attachment K Order 672 Criteria WECC-0147 BAL-004-WECC-4 Automatic Time Error Correction Introduction The North American Electric Reliability Corporation (NERC) is responsible for ensuring that the Reliability Standards, Violation Risk Factors (VRF), Violation Severity Levels (VSL), definitions, Variances, and Interpretations developed by drafting teams are developed in accordance with NERC processes. These standards must also meet NERC’s benchmarks for Reliability Standards, as well as criteria for governmental approval. In Federal Energy Regulatory Commission (FERC) Order No. 672, 1 FERC identified criteria that it will use to analyze proposed Reliability Standards for approval to ensure they are just, reasonable, not unduly discriminatory or preferential, and in the public interest. The discussion below identifies these factors, and explains how the proposed Reliability Standard meets or exceeds the criteria. For purposes of this filing, the use of the terms Reliability Standard and Standard are synonymous with Regional Reliability Standard, unless otherwise specified. Designed for a Specific Goal Proposed Reliability Standards must be designed to achieve a specified reliability goal. The proposed Reliability Standard must address a reliability concern that falls within the requirements of Section 215 of the Federal Power Act. That is, it must provide for the reliable operation of BulkPower System facilities. It may not extend beyond reliable operation of such facilities or apply to other facilities. Such facilities include all those necessary for operating an interconnected electric energy transmission network, or any portion of that network, including control systems. The proposed Reliability Standard may apply to any design of planned additions or modifications of such facilities that is necessary to provide for reliable operation. It may also apply to cybersecurity protection. Order No. 672 at P 321. Further, NERC Reliability Standards are based on certain reliability principles that define the foundation of reliability for North American bulk power systems. Each Reliability Standard shall enable or support one or more of the reliability principles, thereby ensuring that each standard serves a purpose in support of reliability of the North American bulk power systems. Each Reliability Standard 1 FERC Order 672 155 N ort h 400 We st | Suite 200 | Salt Lake Cit y, U t ah 84103 www.we cc .org Attachment K shall also be consistent with all of the reliability principles, thereby ensuring that no standard undermines reliability through an unintended consequence. This project updates BAL-004-WECC-3, Automatic Time Error Correction (ATEC), resulting in a nomenclature of BAL-004-WECC-4. Reliability Principle 2 BAL-002-WECC-4 meets NERC’s Reliability Principle #1: • 1. Interconnected bulk power systems shall be planned and operated in a coordinated manner to perform reliably under normal and abnormal conditions as defined in the NERC Standards.” Purpose The purpose of the standard is: • To maintain Western Interconnection (WI) frequency, and ensure that time error accumulation via Primary Inadvertent Interchange (PII) payback is conducted in a manner that does not result in a negative impact on reliability. Applicability The standard applies to the following entities: • Balancing Authorities operating synchronously within the Western Interconnection. Technically Sound Proposed Reliability Standards must contain a technically sound method to achieve the goal. The proposed Reliability Standard must be designed to achieve a specified reliability goal and must contain a technically sound means to achieve this goal. Although any person may propose a topic for a Reliability Standard to the Electric Reliability Organization (ERO), in the ERO’s process, the specific proposed Reliability Standard should be developed initially by persons within the electric power industry and community with a high level of technical expertise and be based on sound technical and engineering criteria. It should be based on actual data and lessons learned from past operating incidents, where appropriate. The process for ERO approval of a proposed Reliability Standard should be fair and open to all interested persons. Order No. 672 at P 324. Technically Sound Although a technical white paper is not provided with this filing, only proposed Requirement R1 includes new concepts. The remainder of the document reflects existing tasks and concepts. Proposed Requirement R1 requires the applicable entities to use one specified software for purposes of 2 https://www.nerc.com/pa/Stand/Resources/Documents/Reliability_Principles.pdf 2 Attachment K calculating ATEC. By mandating the use of a single piece of software, the output needed for ATEC becomes more standardized. Applicability Proposed Reliability Standards must be applicable to users, owners, and operators of the bulk power system, and not others. The proposed Reliability Standard may impose a requirement on any user, owner, or operator of such facilities, but not on others. Order No. 672 at P 322. BAL-004-WECC-4 applies to the following entities: • Balancing Authorities operating synchronously within the Western Interconnection. The applicable entities have not changed between BAL-004-WECC-3 and BAL-004-WECC-4. Clear and Unambiguous Proposed Reliability Standards must be clear and unambiguous as to what is required and who is required to comply. The proposed Reliability Standard should be clear and unambiguous regarding what is required and who is required to comply. Users, owners, and operators of the Bulk-Power System must know what they are required to do to maintain reliability. Order No. 672 at P 325. BAL-004-WECC-4 is clear and unambiguous. The standard specifies: 1) a purpose, 2) designates the entities to which that standard applies, and 3) provides a background section. The Requirements and Measures section: 1) specifies which entity is required to perform each task, 2) is supported by a Measure indicating that evidence must be available to prove performance of the assigned task, and 3) is augmented by a Rationale section. Whereas each Requirement is assigned a Violation Risk Factor, each Requirement is also supported by the compliance Violation Severity Table illustrating the potential consequences for failure to comply with the standard.3 See the Technically Sound and Applicability sections of this document. See also Attachment H – VSL and VRF Justifications provided with this filing. 3 3 Attachment K Understandable Consequence Proposed Reliability Standards must include clear and understandable consequences and a range of penalties (monetary and/or non-monetary) for a violation. The possible consequences, including range of possible penalties, for violating a proposed Reliability Standard should be clear and understandable by those who must comply. Order No. 672 at P 326. BAL-004-WECC-4 creates a single new Requirement: R1. The assigned Violation Risk Factor (VRF) is “Medium,” and the assigned Violation Severity Level (VSL) is “High.” Because the balance of the document does not propose any new concepts, the VRF/VSL levels previously assigned to that content has been adopted for BAL-004-WECC-4.4 Measurability for Compliance Proposed Reliability Standards must identify a clear and objective criterion or measure for compliance, so that it can be enforced in a consistent and non-preferential manner. There should be a clear criterion or measure of whether an entity is in compliance with a proposed Reliability Standard. It should contain or be accompanied by an objective measure of compliance so that it can be enforced and so that enforcement can be applied in a consistent and non-preferential manner. Order No. 672 at P 327. BAL-004-WECC-4 creates a single new Requirement: R1. The Requirement and associated Measure is as follows: A. Requirements and Measures R1. Each Balancing Authority shall use the Interchange Software as the sole source of data to calculate its ATEC. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M1. Each Balancing Authority will have evidence that it used the Interchange Software as the sole source of data to calculate its ATEC, as required in Requirement R1. Evidence may include, but is not limited to production of a corporate attestation or operating procedure indicating use of the Interchange Software as the sole source for calculating ATEC. The balance of the standard includes content from Requirements and Measures previously approved.5 4 5 See Attachment H – VSL and VRF Justifications provided with this filing. See Attachment I, Mapping Document. 4 Attachment K Effective and Efficient Proposed Reliability Standards should achieve a reliability goal effectively and efficiently - but does not necessarily have to reflect “best practices” without regard to implementation cost. The proposed Reliability Standard does not necessarily have to reflect the optimal method, or “best practice,” for achieving its reliability goal without regard to implementation cost or historical regional infrastructure design. It should however achieve its reliability goal effectively and efficiently. Order No. 672 at P 328. During the four postings of this project at WECC, no concerns were raised regarding implementation costs. Lowest Common Denominator Proposed Reliability Standards cannot be “lowest common denominator,” i.e., cannot reflect a compromise that does not adequately protect bulk power system reliability. The proposed Reliability Standard must not simply reflect a compromise in the ERO’s Reliability Standard development process based on the least effective North American practice — the so-called “lowest common denominator” — if such practice does not adequately protect Bulk-Power System reliability. Although the Commission will give due weight to the technical expertise of the ERO, we will not hesitate to remand a proposed Reliability Standard if we are convinced it is not adequate to protect reliability. Order No. 672 at P 329. BAL-004-WECC-4 maintains the previously approved content but adds a single proposed requirement: R1. In that requirement, the applicable entities are required to use a single, specified software platform. The platform is easily accessible, and the cost is commercially reasonable, as evidenced by the large number of applicable entities already using the product. Costs Proposed Reliability Standards may consider costs to implement for smaller entities but not at consequence of less than excellence in operating system reliability. A proposed Reliability Standard may take into account the size of the entity that must comply with the Reliability Standard and the cost to those entities of implementing the proposed Reliability Standard. However, the ERO should not propose a “lowest common denominator” Reliability Standard that would achieve less than excellence in operating system reliability solely to protect against reasonable expenses for supporting this vital national infrastructure. For example, a small owner or operator of the Bulk-Power System must bear the cost of complying with each Reliability Standard that applies to it. Order No. 672 at P 330. 5 Attachment K BAL-004-WECC-4 maintains the previously approved content but adds a single proposed requirement: R1. In that requirement, the applicable entities are required to use a single, specified software platform. The platform is easily accessible, and the cost is commercially reasonable, as evidenced by the large number of applicable entities already using the product. Continent-wide and Regional Variations Proposed Reliability Standards must be designed to apply throughout North America to the maximum extent achievable with a single reliability standard while not favoring one area or approach. A proposed Reliability Standard should be designed to apply throughout the interconnected North American Bulk-Power System, to the maximum extent this is achievable with a single Reliability Standard. The proposed Reliability Standard should not be based on a single geographic or regional model but should take into account geographic variations in grid characteristics, terrain, weather, and other such factors; it should also take into account regional variations in the organizational and corporate structures of transmission owners and operators, variations in generation fuel type and ownership patterns, and regional variations in market design if these affect the proposed Reliability Standard. Order No. 672 at P 331. In the Order 740 Remand at P4, the Commission states that: “Reliability Standards that the ERO proposes to the Commission may include Reliability Standards that are proposed to the ERO by a Regional Entity… When the ERO reviews a regional Reliability Standard that would be applicable on an interconnection-wide basis and that has been proposed by a Regional Entity organized on an interconnection-wide basis, the ERO must rebuttably presume that the regional Reliability Standard is just, reasonable, not unduly discriminatory or preferential, and in the public interest. In turn, the Commission must give “due weight” to the technical expertise of the ERO and of a Regional Entity organized on an interconnection-wide basis.” Further, regional entities may propose Regional Reliability Standards that set more stringent reliability requirements than the NERC Reliability Standard or cover matters not covered by an existing NERC Reliability Standard. NERC Rules of Procedure, Section 312, Regional Reliability Standards. BAL-004-WECC-4 addresses calculation of ATEC specifically within the Western Interconnection. There are no continent-wide Standards using the more granular calculation approach specified in the proposed standard. 6 Attachment K No Undue Negative Effect Proposed reliability standards should cause no undue negative effect on competition or restriction of the grid. As directed by section 215 of the FPA, the Commission itself will give special attention to the effect of a proposed Reliability Standard on competition. The ERO should attempt to develop a proposed Reliability Standard that has no undue negative effect on competition. Among other possible considerations, a proposed Reliability Standard should not unreasonably restrict available transmission capability on the Bulk-Power System beyond any restriction necessary for reliability and should not limit use of the Bulk-Power System in an unduly preferential manner. It should not create an undue advantage for one competitor over another. Order No. 672 at P 332. The assigned drafting team does not foresee any negative impacts on competition resulting from the proposed standard. BAL-004-WECC-4 was posted for comment on four occasions at WECC. No cost issues were raised in those four postings. However, in the single NERC 45-day posting, Berkshire Hathway and NV Energy raised concerns that the proposed standard may have an adverse impact on reliability or commerce in a neighboring region or interconnection. (See NERC 45-day Response to Comments provided with this filing). The drafting team responded as follows: “Although [Berkshire and NV Energy opine] that the proposed standard poses “an adverse impact to reliability or commerce in a neighboring region or interconnection,” [neither entity specified] any concerns here nor [did they] raise any concerns during the estimated 21 public meetings during which the standard was developed, nor the mandatory Standards Briefing prior to balloting. The record shows that [neither entity entered] the Ballot Pool nor engage[d] the WSC or WECC Board of Directors regarding this project. As such, [neither Berkshire nor NV] has…provided the DT with anything to address.” No changes were made in response to the comments provided by Berkshire or NV. Implementation of New Requirements (Effective Date) The implementation time for the proposed Reliability Standards must be reasonable. In considering whether a proposed Reliability Standard is just and reasonable, the Commission will consider also the timetable for implementation of the new requirements, including how the proposal balances any urgency in the need to implement it against the reasonableness of the time allowed for 7 Attachment K those who must comply to develop the necessary procedures, software, facilities, staffing or other relevant capability. Order No. 672 at P 333. Proposed Effective Date6 The proposed effective date is the first day of the second quarter following regulatory approval. Justification As proposed, many of the required tasks are already being performed in the same or similar manner as those currently approved. The new or modified tasks impose a minimal burden achievable in the time window between regulatory approval and the proposed Effective Date. Fair and Open Process The Reliability Standard development process must be open and fair. Further, in considering whether a proposed Reliability Standard meets the legal standard of review, we will entertain comments about whether the ERO implemented its Commission-approved Reliability Standard development process for the development of the particular proposed Reliability Standard in a proper manner, especially whether the process was open and fair. However, we caution that we will not be sympathetic to arguments by interested parties that choose, for whatever reason, not to participate in the ERO’s Reliability Standard development process if it is conducted in good faith in accordance with the procedures approved by the Commission. Order No. 672 at P 334. BAL-004-WECC-4 was developed using the WECC Reliability Standards Development Procedures (Procedures) approved by FERC in effect at the time of each step in the process. In accordance with the Procedures 1) All drafting team meetings are open to the public. 2) All drafting team meetings were announced via the WECC Standards Email List for the period prescribed in the Procedures. 3) Notice of the meetings was provided to NERC and posted on the WECC Calendar. 4) All meetings were supported by a telephone conference bridge associated with an online internet visual capability allowing all participants to see the document(s) as they were being developed. Further, this team held an open-mic Standards Briefing before balloting, which afforded the industry an additional opportunity to have its questions addressed. BAL-004-WECC-4 is the result of approximately 21 publicly noticed and convened meetings during which the public was invited to comment on the project. 6 See Attachment F Implementation Plan provided with this filing. 8 Attachment K On December 7, 2021, the WECC Standards Committee (WSC) reviewed and approved the WECC-0147 BAL-004-WECC-4, Automatic Time Error Correction (ATEC) Standard Authorization Request (SAR), at the duly noticed public meeting. Per the WSC’s request, WECC solicited and the WSC approved a standards drafting team (DT). Thes project was posted for public comment on four occasions at WECC, prior to a single 45-day posting at NERC, resulting from 16 publicly noticed drafting team meetings. The drafting team meetings were augmented by a publicly noticed WECC Standards Briefing, held prior to opening a WECC ballot. (For dates, see Attachment E, Project Roadmap, provided with this filing.) After reaching a 100% quorum: 1) this project’s publicly solicited Ballot Pool approved this project with a 100% affirmative ballot, 2) the WSC publicly vetted its decision to approve the Procedural machinations of this project, 3) and the WECC Board of Directors publicly approved the project for further regulatory review at NERC/FERC. All of these forums are public; public comment was invited in every forum. Balanced with Other Vital Interests Proposed Reliability Standards must balance with other vital public interests. Finally, we understand that at times development of a proposed Reliability Standard may require that a particular reliability goal must be balanced against other vital public interests, such as environmental, social and other goals. We expect the ERO to explain any such balancing in its application for approval of a proposed Reliability Standard. Order No. 672 at P 335. Neither WECC nor the drafting team is aware of any other vital public interests. However, in the NERC 45-day posting provided with this filing, although: “NV Energy opines that the proposed standard poses “a serious and substantial threat to public health, safety, welfare, or national security,” NV [did] not specify any concerns…nor did NV raise any concerns during the estimated 21 public meetings during which the standard was developed, nor the mandatory Standards Briefing prior to balloting. The record shows that NV did not enter into the Ballot Pool nor engage the WSC or WECC Board of Directors regarding this project. As such, NV does not provide the DT with anything to address.” No changes were made in response to NV Energy’s conclusory statement. 9 Attachment K Consideration of Other Facts Proposed Reliability Standards must consider any other relevant factors. In considering whether a proposed Reliability Standard is just and reasonable, [FERC] will consider [several] general factors, as well as other factors that are appropriate for the particular Reliability Standard proposed. Order No. 672 at P 323. Neither WECC nor the drafting team raises any further concern. 10 Exhibit D Analysis of Violation Risk Factors and Violation Security Levels Attachment H VSL and VRF Justification WECC-0147 ATEC VSL and VRF Justification - Proposed Although portions of the standard have been rearranged and redrafted for clarity,1 the project only proposes one new requirement. For BAL-002-WECC-4, Automatic Time Error Correction, Requirement R1, the proposed VRF is “Medium,” matching the rest of the document.2 The proposed VSL is “Severe” as the required task is binary.3 The VSLs and VRFs as previously approved were adopted for this project. Proposed Requirement R1 R# R1. Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL NA NA NA The Balancing Authority failed to use the Interchange Software as the sole source to calculate ATEC. 1 See Attachment I Mapping Document. NERC Violation Risk Factors. https://www.nerc.com/pa/Stand/Resources/Documents/Violation_Risk_Factors.pdf 2 3 NERC Violation Severity levels. https://www.nerc.com/pa/Stand/Resources/Documents/VSL_Guidelines.PDF 155 N ort h 400 We st | Suite 200 | Salt Lake Cit y, U t ah 84103 www.we cc .org Exhibit E Summary of Development History and Complete Record of Development ÿ 742ÿ363ÿ ÿ 142E8Fÿ ;<=>?@ABÿ 1223456782ÿ9ÿ 742ÿ363ÿ 9ÿ 19ÿ19ÿ ÿ ÿ HIÿ KLMNOMPOÿQRLSTPUVMLUTNÿWXYRXZLÿ[KQW\ÿ]U^XOÿ cIÿ ghiiÿKLMNOMPOZÿiTaaULLXXÿ[gKi\ÿMjjPT`XOÿLSXÿKQWÿ dIÿ kPMnLUNoÿpXMaÿ[kp\ÿKT^UlULMLUTNÿÿ tIÿÿ kPMnLUNoÿpXMaÿ[kp\ÿKT^UlULMLUTNÿuÿWXaUNOXPÿ wIÿ gKiÿMjjPT`XZÿMÿkPMnLUNoÿpXMaÿÿ sIÿ kpÿxXXLUNoÿ mIÿ kpÿxXXLUNoÿ yIÿ kpÿxXXLUNoÿ vIÿ kpÿxXXLUNoÿ HfIÿ kpÿxXXLUNoÿ HHIÿ kpÿxXXLUNoÿÿ HcIÿ zTZLUNoÿHÿ{jXNÿ HdIÿ zTZLUNoÿHÿi^TZXOÿ HtIÿ kpÿxXXLUNoÿ HwIÿ kpÿxXXLUNoÿ HsIÿ kpÿxXXLUNoÿ HmIÿ kpÿxXXLUNoÿ HyIÿ zTZLUNoÿcÿ{jXNÿ HvIÿ zTZLUNoÿcÿi^TZXOÿ 6G727ÿ _T`XabXPÿcdeÿcfcHÿ kXlXabXPÿmeÿcfcHÿ qMNRMPrÿcseÿcfccÿ ]XbPRMPrÿveÿcfccÿ 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7ÿÿ78ÿ 896ÿ 86887!ÿ 769565ÿ6, ÿ 9ÿ, 77 5ÿ7 ÿ%ÿ 896ÿ769565ÿ5 , 4 97ÿ4 ÿ7 ÿ896ÿ644,6ÿ 4 ÿÿ6ÿ 896ÿ 86887!ÿ769565ÿ 8 ÿÿ48!ÿ7ÿ978 ÿ695ÿ 7ÿ 97ÿ9ÿ7 ÿ 87 86ÿ789 5ÿ89ÿ7 ÿ9886ÿ 97ÿ3ÿ ÿ & 97ÿ695ÿ896789ÿ67ÿ78ÿ4 7ÿ6 ÿ6,686 ÿ9ÿ7 ÿ% 7 9ÿ 7887!ÿ5896789 ÿ98ÿ (%)ÿ769565ÿ46 3ÿ ÿ ÿ896789ÿÿ68769 ÿ9767ÿ 86887!ÿ769565ÿ96!7ÿ8 89ÿ68ÿ(,86ÿ 68)ÿÿ67ÿ 2122223ÿ ÿ ÿ ÿ ¡¢£ÿ¤¥¦ÿ§¨ÿ ©ª«¢ÿ¬®ÿ§¥£¢¡ÿ¯¥°£ÿ ±¢²³¢®ÿ´±ÿµ¬ÿ ¶¶·¶¶¬·µ¬ÿ¸ÿ°°°¹³£ ¹ ¥ºÿ ÿ »¼½¾¿½¼½ÀÁÿÂÿ»½¼½»Ã5»ÿÂÿ»5ĽÀÁÿ ÿ 0 Attachment I Mapping Document WECC-0147 BAL-004-WECC-4 ATEC Mapping Document As-Proposed (New) As-Approved (Old) R1 Comment This is a new Requirement. R2 R1 Improved readability R3 R2 and R6 Improved readability; includes a requirement to correct errors. As-approved R2 and R6 are consolidated into As-proposed R3. R4 R3 Improved readability. Clarifying sentence has been added addressing Interchange Software unavailability. R5 R5 Eliminates superfluous list in favor of responding to current operating conditions. R6 R4 Shifts the task from computing to uploading (Computing is assumed as the upload cannot occur without the computation.) R7 R7 Improved readability R8 R8 Eliminates proscriptions in favor of ensuring values are correct. 155 N ort h 400 We st | Suite 200 | Salt Lake Cit y, U t ah 84103 www.we cc .org NERC Posting – Record of Development (1) Redline (2) Info BAL-004-WECC-4 (3) Clean | (4) Redline to Last Approved (5) Implementation Plan (6) Unofficial Comment Form (Word) Submit Comments (7) Comments Received (8) Consideration of Comments '0%(ÿ 9 ÿÿ 61ÿ3ÿ6ÿ636ÿ 5ÿ ÿ5ÿ33ÿ!"#6$%ÿ#ÿ&123ÿ )*ÿ,-./0123.40-ÿ ÿ 78ÿ9:;<=>ÿ 61ÿ3ÿ6ÿ636ÿ ÿ ?8ÿ@ABC=D>ÿ 9 ÿ ÿ E8ÿFADGHI=>ÿÿ 6ÿ11ÿ3J3ÿK3636ÿLKMÿ73N3OPÿ1ÿ3J3ÿ&1ÿ3ÿ 36ÿ116ÿQ1ÿ01OÿK1Q33ÿK3&123ÿL0KKMÿR1O%1SÿJÿ 63ÿÿ1ÿ13ÿ&1ÿ63Jÿ6ÿ3Jÿÿ1ÿ321Q3ÿR1ÿ6ÿ 31%Oÿÿ T8ÿUGG<:VWC:<:;X>ÿ T878ÿYAZV;:HZW<ÿ[Z;:;:=I>ÿ T87878ÿ 9112ÿ &63Jÿ6R312ÿJO&66JOÿ!&ÿ&3ÿKÿ T8?8ÿ\HBG<:WZV=ÿ]W:^=D>ÿ T8?878ÿ $33ÿ$36ÿPÿ6R13Pÿ5ÿ6R13ÿ1Q3Pÿ76ÿ1RR1%Oÿ 2ÿR36Jÿ67ÿK3&123ÿ$67!13ÿ1Q11%Oÿÿ _8ÿ[``=V;:^=ÿaW;=>ÿ&3ÿ7Jÿ1Oÿ67ÿ&3ÿJ36ÿN13ÿ766!2ÿ3216Oÿ1RR6Q1ÿÿ b8ÿcWVdeDHAZf>ÿ 03g ÿLR6ÿ6ÿ116Oÿ$11JMPÿ&3ÿ3J3ÿ3Oÿ6612ÿ6ÿ 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Introduction 1. Title: Automatic Time Error Correction 2. Number: BAL‐004‐WECC‐34 3. Purpose: To maintain Western Interconnection (WI) frequency, and to ensure that Time Error Corrections andtime error accumulation via Primary Inadvertent Interchange (PII) payback are effectivelyis conducted in a manner that does not adversely affect the result in a negative impact on reliability of the Interconnection.. 5.4.Applicability: 5.1.4.1. Functional Entities: 4.1.1. Balancing Authorities that operateoperating synchronously inwithin the Western Interconnection.WI 4.2. Compliance Waiver: 4.2.1. See Section C., Compliance, 1.4 Compliance Waiver, for applicability during periods of Interchange Software unavailability. 5. Effective Date: On the The first day of the second quarter, after applicable following regulatory approval has been received (or the. 6. Background: Pre‐2000 (prior to mandatory Standards), the Western Electricity Coordinating Council (WECC) operated using the Minimum Operating Reliability Standard otherwise becomesCriteria (MORC). Per MORC Section D. Time Control, Control Areas were required to assist in maintaining frequency at or near 60.0 Hz, as prescribed in the Western System Coordinating Council (WSCC)1 Procedure for Time Error Control (PTEC). Various versions of the PTEC predate 1980. In February 2003, the WECC Automatic Time Error Correction (ATEC) Procedure (Procedure) became effective the first day of the fourth quarter following for all Balancing Authorities in the WI. The original intent of the Procedure was to minimize the number of manual Time Error Corrections in the WI.2 In June 2007, the Procedure was translated into BAL‐STD‐004‐1, Time Error Correction, followed by BAL‐004‐WECC‐1 through 3, Time Error Correction.3 BAL‐004‐WECC‐1 required Balancing Authorities within the WI to maintain Interconnection frequency within a predefined frequency profile, and to ensure that Time Error Corrections would WECC began in 1967 as the Western Systems Coordinating Council (WSCC), a group of 40 power systems with a common goal of providing reliable power to the public whom they served. WECC was founded March 22, 1994. 2 The Procedure provided for cost assignment and equitable payback of Inadvertent Interchange, not otherwise addressed in BAL‐004‐4, Time Error Correction. 3 See Version History Table. 1 Page 1 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C not result in a negative impact on Interconnection reliability. In September 2009, in response to Federal Energy Regulatory Commission (FERC) Order 723, WECC received Standard Authorization Request (SAR) WECC‐0068 requesting modification of BAL‐004‐WECC‐1. Modifications were effective April 1, 2014, creating BAL‐004‐WECC‐2. BAL‐004‐WECC‐2 introduced two performance metrics: 1) in Requirement R1, a 150% metric, and 2) in Requirement R2, a 90‐day metric. Neither of these metrics are supported by technical studies. They were included in BAL‐004‐WECC‐ 2 as a compromise during drafting. In May 2018, FERC approved minor revisions to BAL‐004‐WECC‐2 as part of WECC SAR WECC‐0124, effective October 1, 2018, creating BAL‐004‐WECC‐3.4 In 2023, this Standard was reviewed as part of the WECC SAR WECC‐0147. The drafting team noted: 1) Version 3, Requirement R5 migrated from the pre‐2000 MORC without initial or subsequent technical support, and 2) R5 addresses capabilities of Automatic Generator Control (AGC) found in no other Standard, without mandating its use or stating how that capability interfaces with ATEC. R5 is retained herein until it can be properly addressed per a NERC Board adoption where regulatory approval is not required).Standard Authorization Request. 7. Standard‐Only Definition: 7.1 Interchange Software: This Standard uses the Standard‐Only term “Interchange Software” to mean: The single electronic confirmation tool identified by the Western Electricity Coordinating Council (WECC), or its successor, to be used by all Balancing Authorities throughout the Western Interconnection (WI), that serves as the primary means for confirmation and creation of the final record of Scheduled Net Interchange (NIS5) and Actual Net Interchange (NIA6), during all periods when the Interchange Software is available. 7.2. ATEC: This Standard uses the term “ATEC” as defined in the WECC Regional Definitions section of the NERC Glossary of Terms Used in Reliability Standards. FERC Docket No. RD18‐2‐000. Effective Date October 1, 2018. 5 Previously called Net Scheduled Interchange 6 Previously called Net Actual Interchange 4 Page 2 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C B. Requirements and Measures R1. Each Balancing Authority shall use the Interchange Software as the sole source of data to calculate its ATEC. [Violation Risk Factor: Severe] [Time Horizon: Operations Assessment] M1. Each Balancing Authority will have evidence that it used the Interchange Software as the sole source of data to calculate its ATEC, as required in Requirement R1. Evidence may include, but is not limited to production of a corporate attestation or operating procedure indicating use of the Interchange Software as the sole source for calculating ATEC. R2. Each Balancing Authority shall operate its system such that, following the conclusion of each month, the month‐end absolute value of its On‐Peak and Off‐Peak, Accumulatedaccumulated Primary Inadvertent Interchange (PIIaccum), as calculated by the WECC Interchange Tool (WIT) or its successor electronic confirmation toolSoftware, are each individually less than or equal to: 150% of the previous calendar year’s integrated hourly peak demand where peak demand is total load plus total exports. [Violation Risk Factor Medium:] [Time Horizon: Operations Assessment] 2.1. For load‐servingnew Balancing Authorities, 150% of the previous calendar year’s integrated hourly Peak Demand,the peak demand will be the maximum hourly integrated peak demand as it increases during the first year of operation. 1.1 For generation‐only Balancing Authorities, 150% of the previous calendar year’s integrated hourly peak generation. M1M2. Each Balancing Authority will have evidence that it operated its system such that, following the conclusion of each month, the month‐end absolute value of its On‐Peak and Off‐Peak, Accumulatedaccumulated Primary Inadvertent Interchange (PIIaccum), as calculated by the WECC Interchange Tool (WIT)Software, are each individually less than or its successor electronic confirmation tool, meets all criteria statedequal to 150% of the previous calendar year’s integrated hourly peak demand where peak demand is total load plus total exports, average load in those hours, as calculated by the Interchange Software, per Requirement R1R2, or per the exception allowed in R2.1. R2R3. Each Balancing Authority shall, upon discovery of an error in theits On‐Peak or Off‐Peak Inadvertent Interchange calculation of PIIhourly, recalculate and correct the Inadvertent Interchange values within 90 days, the value of PIIhourly and adjust the PIIaccum from the time of the error. is discovered. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M2. Forms of acceptableM3. Each Balancing Authority discovering an error in its On‐ Peak or Off‐Peak Inadvertent Interchange calculation will have evidence of compliance withthat it recalculated and corrected the Inadvertent Interchange values, within 90 days from the time the error is discovered, as required in Requirement R2R3. Page 3 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C Evidence may include, but areis not limited to any one of the following: Data, screenScreen shots from the WECC Interchange Tool (WIT) or its successor electronic confirmation tool,Software; Data, screenScreen shots from the Balancing Authority’s internal Balancing Authority tool, or Production of data from any othersoftware functions such as internal databases, spreadsheets, and displays.; R3Dated archive files; and Historic data. R4. Each Balancing Authority shall keep its Automatic Time Error Correction (ATEC)ATEC in service, with an allowable exception period of less than or equal to an accumulated 24 hours per calendar quarter for ATEC to be out of service. This period is separate from any period during which the Interchange Software was unavailable. [Violation Risk Factor: Medium] [Time Horizon: Same‐day Operations] M3. Forms of acceptableM4. Each Balancing Authority will have evidence of compliance withthat it kept ATEC in service as required in Requirement R3R4, subject to the allowable exceptions provided. Evidence may include, but areis not limited to: Dated archived files, Historical data, Other data that demonstrates the ATEC was out of service for less than 24 hours per calendar quarter. R4. Each Balancing Authority shall compute each of the following using the WECC Interchange Tool (WIT) or its successor electronic confirmation tool, no later than 50 minutes after each hour, 3.0. PIIhourly, 3.0. PIIaccum, 3.0. Automatic Time Error Correction term (IATEC). [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M4. Forms of acceptable evidence of compliance with Requirement R4 include but are not limited to any one of the following: Data, screen shots from the WECC Interchange Tool (WIT) or its successor electronic confirmation tool, that demonstrate compliance; Data, screenScreen shots from the Interchange Software; Screen shots from internalthe Balancing Authority tool that demonstrate Page 4 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C compliance; or, Data from any otherAuthority’s internal software functions such as internal databases, spreadsheets, and displays that demonstrate compliance.; Dated archive files; and Historical data. R5. Each Balancing Authority shall be able to change its Automatic Generation Control (AGC) operating mode between Flat Frequency (for blackout restoration); Flat Tie Line (for loss of frequency telemetry); Tie Line Bias; and Tie Line Bias plus Time Error Control (used in ATEC mode), to correspond to current operating conditions. [Violation Risk Factor: Medium] [Time Horizon: Real‐Time Operations] M5. Forms of acceptableEach Balancing Authority will have evidence of compliance with Requirementthat its AGC is able to change operating modes to correspond to current operating conditions, as required in R5. Evidence may include, but areis not limited to any one of the following:: Screen shots from Energy Management System,; and Demonstration using an off‐line system. R6. Each Balancing Authority shall recalculate the PIIhourly and PIIaccum for the On‐ Peak and Off‐Peak periods whenever adjustments are made to upload hourly InadvertentActual Net Interchange or DTE(NIA) to the Interchange Software no later than 50 minutes after each hour. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M6. Forms of acceptableEach Balancing Authority will have evidence of compliance withthat it uploaded hourly Actual Net Interchange (NIA) to the Interchange Software no later than 50 minutes after each hour, as required in Requirement R6. Evidence may include, but areis not limited to any one of the following: Data, screenScreen shots from the Interchange Software; Screen shots from the WECC Interchange Tool (WIT) or its successor electronic confirmation tool, that demonstrate compliance; Data, screen shots from anBalancing Authority’s internal Balancing Authority tool that demonstrate compliance with; or, Data from any other software functions such as internal databases, spreadsheets, and displays that demonstrate compliance.; Dated archive files; and Historical data. Page 5 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C R7. Each Balancing Authority shall make the same adjustment to the PIIaccum as it did for anymaking a month‐end meter reading adjustments to Inadvertentadjustment shall input that value as part of its Actual Net Interchange. (NIA). [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M7. Forms of acceptable Each Balancing Authority making a month‐end adjustment will have evidence of compliance withthat it input that value as part of its Actual Net Interchange (NIA), as required in Requirement R7 include but are not limited to any one of the following:. Data, screen shots from the WECC Interchange Tool (WIT) or its successor electronic confirmation tool, that demonstrate compliance; Data, screen shots from an internal Balancing Authority tool that demonstrate compliance; or, Production of data from any other databases, spreadsheets, displays that demonstrate compliance. R8. Each Balancing Authority making a month‐end adjustment shall paybackensure that value is added to its accumulated Primary Inadvertent Interchange using ATEC rather than bilateral and unilateral payback. [Violation Risk Factor: Medium] [Time Horizon: Operations Assessment] M8. M8. Forms of acceptableEach Balancing Authority making a month‐end adjustment will have evidence of compliance with Requirement R8 include but are not limitedthat the value was added to historical On‐Peak and Off‐Peakits accumulated Primary Inadvertent Interchange data, data from the WECC Interchange Tool, and ACE data., as required in Requirement R8. Page 6 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C C. Compliance 2.1. Compliance Monitoring Process 2.2.1.1. Compliance Enforcement Authority: The Regional Entity shall serve asAs defined in the NERC Rules of Procedure, “Compliance Enforcement Authority. For entities that do not work for ” means NERC or the Regional Entity, in their respective roles of monitoring and enforcing compliance with the Regional Entity shall serve as the Compliance Enforcement Authority. ForNERC Reliability Coordinators and other functional entities that work for their Regional Entity, the ERO or a Regional Entity approved by the ERO and FERC or other applicable governmental authorities shall serve as the Compliance Enforcement AuthorityStandards. For responsible entities that are also Regional Entities, the ERO or a Regional Entity approved by the ERO and FERC or other applicable governmental authorities shall serve as the Compliance Enforcement Authority. 0.0 Compliance Monitoring and Assessment Processes: Compliance Audits Self‐Certifications Spot Checking Compliance Investigations Self‐Reporting Complaints 2.9.1.2. Evidence Retention: The following evidence retention periodsperiod(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full ‐time period since the last audit. Each BalancingThe applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority in the Western Interconnection shall to retain specific evidence for a longer period of time as part of an investigation. Each Balancing Authority in the WI shall keep the following records for the preceding calendar year (January – December) plus the current calendar year: Its values offor PIIhourly, PIIaccum (On‐Peak and Off‐Peak), D∆TE, and any month‐end adjustments for the preceding calendar year (January – Page 7 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att D – Att B Redlined to Att C December), as well as the current calendar year. Each Balancing Authority in the Western Interconnection shall retain the amount of time Documentation illustrating any period(s) during which the Balancing Authority operated without ATEC for the preceding calendar year (January – December), as well as the current calendar year., including the reason ATEC was not in operation. 1.1 Additional Compliance Information None Page 8 of 25 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Table of Compliance Elements 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. 1.4 Compliance Waiver: Compliance with this Standard is waived for all periods during which the Interchange Software is deemed unavailable. Interchange Software is deemed unavailable when it fails to function as designed by the software’s vendor, or when the applicable entity(ies) is unable to access the Interchange Software due to hardware, software, or communications difficulties, such as but not limited to, communications failure, lack of internet connectivity, or catastrophic hardware/software system failure. Failure of the applicable entity(ies) to procure access to the Interchange Software, such as but not limited to failure to contract for Interchange Software services, does not constitute unavailability. Page 99 of 25 13 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed Violation Severity Levels R# Violation Severity Levels Lower VSL R1. High VSL Severe VSL NA NA The Balancing Authority failed to use the Interchange Software as the sole source to calculate ATEC. R1R2. Following the conclusion of each month each Balancing Authority’s absolute value of PIIaccum for either the On‐ Peak period or Off‐Peak period exceeded 150%, but was less than or equal to 160% of the previous calendar year’s Peak Demandpeak demand or peak generation for generation‐only Balancing Authorities. Following the conclusion of each month each Balancing Authority’s absolute value of PIIaccum for either the On‐ Peak period or Off‐Peak period exceeded 160%, but was less than or equal to 170% of the previous calendar year’s Peak Demandpeak demand or peak generation for generation‐only Balancing Authorities. Following the conclusion of each month each Balancing Authority’s absolute value of PIIaccum for either the On‐ Peak period or Off‐Peak period exceeded 170%, but was less than or equal to 180% of the previous calendar year’s Peak Demandpeak demand or peak generation for generation‐only Balancing Authorities. Following the conclusion of each month each Balancing Authority’s absolute value of PIIaccum for either the On‐ Peak period or Off‐Peak period exceeded 180% of the previous calendar year’s Peak Demandpeak demand or peak generation for generation‐only Balancing Authorities. R2R3. The Balancing Authority did not recalculate PIIhourly and adjust the PIIaccum within 90 days of the discovery of the error; but made the required recalculations and adjustments within 120 days. The Balancing Authority did not recalculate PIIhourly and adjust the PIIaccum within 120 days of the discovery of the error; but made the required recalculations and adjustments within 150 days. The Balancing Authority did not recalculate PIIhourly and adjust the PIIaccum within 150 days of the discovery of the error; but made the required recalculations and adjustments within 180 days. The Balancing Authority did not recalculate PIIhourly and adjust PIIaccum within 180 days of the discovery of the error. R4. The Balancing Authority operated during a calendar The Balancing Authority operated during a calendar The Balancing Authority operated during a calendar NA Moderate VSL The Balancing Authority operated during a calendar Page 1012 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed quarter without ATEC in service for more than an accumulated 24 hours, but less than or equal to 72 hours. quarter without ATEC in service for more than an accumulated 72 hours, but less than or equal to 120 hours. quarter without ATEC in service for more than an accumulated 120 hours, but less than or equal to 168 hours. quarter without ATEC in service for more than an accumulated 168 hours. R5. N/A N/A N/A The Balancing Authority is not able to change its AGC operating mode to correspond to current operating conditions. R6. The Balancing Authority failed to upload hourly Actual Net Interchange to the Interchange Software no later than 50 minutes after each hour, but uploaded the required data in less than or equal to two hours. The Balancing Authority failed to upload hourly Actual Net Interchange to the Interchange Software no later than 50 minutes after each hour, but uploaded the required data in less than or equal to four hours. The Balancing Authority failed to upload hourly Actual Net Interchange to the Interchange Software no later than 50 minutes after each hour, but uploaded the required data in less than or equal to six hours. The Balancing Authority failed to upload hourly Actual Net Interchange to the Interchange Software no later than 50 minutes after each hour, but uploaded the required data in more than six hours. R7. NA NA NA The Balancing Authority making a month‐end adjustment failed to input that value as part of its Net Actual Interchange. R8. NA NA NA The Balancing Authority making a month‐end adjustment failed to add that value to its accumulated Primary Inadvertent Interchange. Page 1112 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as D. Regional Variances None. E. Associated Documents None. Page 1212 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed Version History Version 1 1 1 1 1 1 1 2 2 Date February 4, 2003 October 17, 2006 February 6, 2007 Action Effective Date. Created Standard from Procedure. Changed the Standard Version from 0 to 1 in the Version History Table. February 6, 2007 The upper limit bounds to the amount of Automatic Time Error Correction term was inadvertently omitted during the Standard Translation. The bound was added to the requirement R1.4. The statement “The Time Monitor may February 6, 2007 declare offsets in 0.001‐second increments” was moved from TEoffset to TDadj and offsets was corrected to adjustments. February 6, 2007 The reference to seconds was deleted from the TE offset term. The standard number BAL‐STD‐004‐1 June 19, 2007 was changed to BAL‐004‐WECC‐01 to be consistent with the NERC Regional Reliability Standard Numbering Convention. December 19, 2012 Adopted by NERC Board of Trustees. A FERC Letter Order was issued on October 16, 2013 October 16, 2013, approving BAL‐004‐ WECC‐02. This standard will become enforceable on April 1, 2014. Change Tracking New Errata Errata Errata Errata Errata Errata Page 1312 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed Version 3 Date December 6, 2017 Action Approved by the WECC Board of Directors. 3 February 8, 2018 Adopted by the NERC Board of Trustees. Change Tracking Five‐year review. The project: 1) relocates the Background section to the preamble of the Guidance section, 2) adds On‐Peak and Off‐ Peak parameters in Requirement R1/M1, 3) addresses WECC Interchange Tool software successors throughout, 4) conforms the document to current drafting conventions (R1/M1, R4/M4), and 5) addresses non‐ substantive syntax and template concerns. R # Time Horizon VRF Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL Page 1412 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed R3 Real‐Time Operations Medium The Balancing Authority operated during a calendar quarter without ATEC in service for more than an accumulated 24 hours, but less than or equal to 72 hours. The Balancing Authority operated during a calendar quarter without ATEC in service for more than an accumulated 72 hours, but less than or equal to 120 hours. The Balancing Authority operated during a calendar quarter without ATEC in service for more than an accumulated 120 hours, but less than or equal to 168 hours The Balancing Authority operated during a calendar quarter without ATEC in service for more than an accumulated 168 hours. R4 Operations Medium Assessment The Balancing Authority did not compute PIIhourly, PIIaccum, and IATEC within 50 minutes, but made the required calculations in less than or equal to two hours. The Balancing Authority did not compute PIIhourly, PIIaccum, and IATEC within two hours, but made the required calculations in less than or equal to four hours. The Balancing Authority did not compute PIIhourly, PIIaccum, and IATEC within four hours, but made the required calculations in less than or equal to six hours. The Balancing Authority did not compute PIIhourly, PIIaccum, and IATEC within six hours. R5 Real‐Time Operations Medium N/A N/A N/A The Balancing Authority is not able to change its AGC operating mode between Flat Frequency (for blackout restoration; Flat Tie Line (for loss of frequency Page 1512 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed R # Time Horizon VRF Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL telemetry); Tie Line Bias; or Tie Line Bias plus Time Error control (used in ATEC mode). R6 Operations Medium Assessment N/A N/A N/A When making adjustments to hourly Inadvertent Interchange or DTE, the Balancing Authority did not recalculate the PIIhourly and the PIIaccum for the On‐Peak and Off‐Peak periods. R7 Operations Assessment N/A N/A N/A When making any month‐end meter reading adjustments to Inadvertent Interchange, the Balancing Authority did not make the same adjustment to the PIIaccum. Medium Page 1612 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction WECC‐0147 Att. BC ‐ Clean as ApprovedProposed R # Time Horizon VRF R8 Operations Assessment Medium Violation Severity Levels Lower VSL Moderate VSL High VSL N/A N/A N/A Severe VSL The Balancing Authority paid back Inadvertent Interchange using bilateral and unilateral payback rather than using ATEC. Page 1712 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Guidelines and Technical Basis Background In February 2003, the WECC Automatic Time Error Correction (ATEC) Procedure (Procedure) became effective for all Balancing Authorities in the Western Interconnection. The original intent of the Procedure was to minimize the number of Manual Time Error Corrections in the Western Interconnection. ATEC provides the added benefit of a superior approach over NERC Reliability Standard BAL‐ 004‐0 – Time Error Correction for assigning costs and providing for the equitable payback of Inadvertent Interchange. In October 2006, the Procedure became a WECC Criterion. In May 2009, FERC issued Order No.723 that approved Regional Reliability Standard BAL‐004‐WECC‐1 ‐ Automatic Time Error Correction, as submitted by NERC. In addition, the Commission directed WECC to develop several clarifying modifications to BAL‐ 004‐WECC‐1 using the FERC‐approved Process for Developing and Approving WECC Standards. The Effective Date of the BAL‐004‐WECC‐1 standard was July 1, 2009. BAL‐ 004‐WECC‐1 required Balancing Authorities within the Western Interconnection to maintain Interconnection frequency within a predefined frequency profile and to ensure that Time Error Corrections were effectively conducted in a manner that did not adversely affect the reliability of the Interconnection. In September 2009, WECC received WECC Standards/Regional Criterion Request Form (Request) WECC‐0068, which was a request for modification of BAL‐004‐WECC‐1. In July 2010, the chair of the WECC Operating Committee assigned the Request to the Performance Work Group (PWG) for development. Requirement R1: FERC Order issued approving BAL‐004‐ Premise: May 30, 2018 WECC‐3. Docket No. RD18‐2‐000. Effective Each3 Date October 1, 2018. 4 March 13, 2024 WECC Board of Directors Approved This project: 1) expands the existing Background section, 2) creates a Standard‐specific definition (Interchange Software); 3) creates a requirement to use the Interchange Software; 4) addresses treatment of Balancing Authorities that do not have a full year of operating data; 5) consolidates and clarifies requirements; and 6) updates the document to NERC's newest templates. Standard Attachments Page 1818 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Not used. Page 1919 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as G. Rationale Nomenclature Update To conform to NERC’s definitional approach, the legacy term Net Actual Interchange (NAI) was replaced with Actual Net Interchange (NIA). Net Scheduled Interchange (NSI) was replaced with Scheduled Net Interchange (NIS). The legacy terms and the updated terms are synonymous. Requirement R1: The goal of Requirement R1 is to ensure a consistent ATEC calculation within the WI. Because ATEC is an automatic process, allowing inconsistent calculation of ATEC will cause imbalance in accumulations. Requirement R2: The goal of Requirement R2 is to limit the amount of PIIaccum that a Balancing Authority can have at the end of each month. To reach the goal, each Balancing Authority should ensure that the absolute value of its PIIaccum for both the On‐ Peakon‐peak period and the Off‐Peakoff‐peak period each individually does not exceed 150% of the previous year’s Peak Demand for load‐serving Balancing Authorities, and 150% of the previous year’s peak generation for generation‐only Balancing Authorities. The Balancing Authority is required to keep each PIIaccum period within the limit. For example, the Balancing Authorities actions may include: Identifying and correcting the source of any metering or accounting error(s) and recalculating the hourly Primary Inadvertent Interchange (PIIhourly) and the PIIaccum from the time of the error; Validating the implementation of ATEC; or Setting Lmax equal to L10.until the PIIaccum is below the limit in Requirement R1. Justification:This approach is required because PIIaccum may grow from month‐end adjustments and metering errors, even with the inclusion of IATEC in the ACE equation. Goal: To limit the amount of PIIaccum that a Balancing Authority can have at the end of each month. Requirement R2: Premise: Requirement R3: The goal of Requirement R3 is to promote: 1) the timely correction of errors in the calculation of PII and PIIaccum, and 2) the accurate, fair, and timely payback of accumulated PII balances. When a Balancing Authority finds an error in the calculation of its PII, the Balancing Authority needs time to correct the error and recalculate PII and PIIaccum. Page 2020 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Justification: Hourly adjustments to hourly Inadvertent Interchange (II) require a recalculation of the corresponding hourly PII value, the corresponding PIIaccum, and all subsequent PIIaccum for every hour up to the current hour. The drafting team selected 90 days as a reasonable amount of time to correct an error and recalculate PII and PIIaccum, since recalculation of PII and PIIaccum is not a real‐time operations reliability issue. As PII hourly is corrected, then PIIaccum should be recalculated. Goal: ToRequirement R4: The goal of Requirement R4 is to promote thefair and timely correction of errors in the calculationpayback of PII and PIIaccum. balances by ensuring that ATEC remains in service whenever possible. Requirement R3: Premise: When a Balancing Authority is not participating in ATEC, payback of PIIaccum is delayed. Justification: The limit of 24 hours per quarter discourages a Balancing Authority from withdrawing ATEC participation, for example, for economic gain during selected hours. If the limits were increased to 60 hours, a Balancing Authority could technically withdraw ATEC participation for one hour from Monday to Friday. Goal: To promote fair and timely payback of PIIaccum balances. Requirement R4R5: Premise: PIIhourly, PIIaccum, and IATEC should be determined before the next scheduling hour begins. Justification: To promote timely calculations 50 minutes was selected because it is before the next hour ramp begins and permits timeA review of NERC Standards conducted by the Version 4 drafting team concluded that this Requirement is best located in a Standard focused on Automatic Generator Control (AGC). However, until an AGC‐specific Standard is drafted, the Requirement should not be retired. The goal of Requirement R5 is to collectensure that AGC has the data and resolve interchange metering values. Goal: To promote the timely calculation of PIIhourly, PIIaccum, and IATEC. Requirement R5: Premise: The ACE equation, and hence the AGC mode, will contain any number of parameters based on systemability to respond to varying operating conditions. Various AGC modes are identified corresponding to those operating conditions, as well as the specific sets of parameters included in the ACE equation. Page 2121 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Justification: Changing to the proper operating mode, corresponding to current operating conditions, affords proper movement of generating units in response to those conditions. The addition of the ATEC term results in an additional AGC mode and a different set of parameters. The inability to correctly calculate the ATEC term would dictate that AGC not be operated in the ATEC mode. Goal: To set the AGC mode and calculate ACE in a manner that corresponds to the system operating conditions and to accommodate changes in those conditions. Requirement R6: Premise: Not used. Hourly adjustments to hourly Inadvertent Interchange (II) require a recalculation of the corresponding hourly PII value, the corresponding PIIaccum, and all subsequent PIIaccum for every hour up to the current hour. Justification: As PIIhourly is corrected, then PIIaccum should be recalculated. Goal: To promote accurate, fair and timely payback of accumulated PII balances. Requirement R7: Premise: Month‐end meter‐reading adjustments are made, for example, when a Balancing Authority performs monthly comparisons of recorded month‐end Net Actual Interchange (NIA) values derived from hourly Actual Interchange Telemetered Values against month‐end Actual Interchange Register Meter readings. Justification: Month‐end adjustments to IIaccum are applied as 100% PIIaccum. 100% was chosen for simplicity to bilaterally assign PIIaccum to both Balancing Authorities, since the effect of this metering error on system frequency is not easily determined over the course of a month. Goal: To provide a mechanism by which corresponding month‐end II adjustments can be applied to PIIaccum, when such adjustments cannot be attributed to any one hour or series of hours. Not used. Requirement R8: Premise: ATEC includes automatic unilateral payback of Primary Inadvertent Interchange and Secondary Inadvertent Interchange. Justification: Additional unilateral and bilateral exchanges disturb the balance and distribution between Primary Inadvertent Interchange and Secondary Inadvertent Interchange throughout the Interconnection; thereby stranding Secondary Inadvertent Interchange. Page 2222 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Goal: To not strand Secondary Inadvertent Interchange. Page 2323 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Not used. Version History Version 1 1 1 1 1 1 1 2 2 Date February 4, 2003 October 17, 2006 February 6, 2007 Action Effective Date. Created Standard from Procedure. Changed the Standard Version from 0 to 1 in the Version History Table. February 6, 2007 The upper limit bounds to the amount of Automatic Time Error Correction term was inadvertently omitted during the Standard Translation. The bound was added to the requirement R1.4. The statement “The Time Monitor may February 6, 2007 declare offsets in 0.001‐second increments” was moved from TEoffset to TDadj and offsets was corrected to adjustments. February 6, 2007 The reference to seconds was deleted from the TE offset term. The standard number BAL‐STD‐004‐1 June 19, 2007 was changed to BAL‐004‐WECC‐01 to be consistent with the NERC Regional Reliability Standard Numbering Convention. December 19, 2012 Adopted by NERC Board of Trustees. A FERC Letter Order was issued on October 16, 2013 October 16, 2013, approving BAL‐004‐ WECC‐02. This standard will become enforceable on April 1, 2014. Change Tracking New Errata Errata Errata Errata Errata Errata Page 2424 of 2513 BAL‐004‐WECC‐34 ─ Automatic Time Error Correction ApprovedProposed WECC‐0147 Att. BC ‐ Clean as Version 3 Date December 6, 2017 Action Approved by the WECC Board of Directors. 3 February 8, 2018 Adopted by the NERC Board of Trustees. 3 May 30, 2018 Change Tracking Five‐year review. The project: 1) relocates the Background section to the preamble of the Guidance section, 2) adds On‐Peak and Off‐ Peak parameters in Requirement R1/M1, 3) addresses WECC Interchange Tool software successors throughout, 4) conforms the document to current drafting conventions (R1/M1, R4/M4), and, 5) addresses non‐ substantive syntax and template concerns. FERC Order issued approving BAL‐004‐ WECC‐3. Docket No. RD18‐2‐000. Effective Date October 1, 2018. 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Form Regional Reliability Standard BAL-004-WECC-4 DO NOT use this form for submitting comments. Use the electronic form to submit comments on the proposed modifications to Regional Reliability Standard, BAL-004-WECC-4 (Automatic Time Error Correction). The electronic form must be submitted by 8 p.m. Eastern, Tuesday, May 28, 2024. Documents and information about this project are available on the WECC’s Standards page. If you have questions, contact Reliability Standards Analyst, Kimberlin Harris (via email) or at (404) 446-9794. Background Information Proposed Regional Reliability Standard BAL- 004-WECC-4 – Automatic Time Error Correction modifies the current effective regional standard BAL-004-WECC-3 as follows: 1. Expanding the existing Background section 2. Creating a Standard-specific definition (Interchange Software) 3. Creating a requirement to use the Interchange Software 4. Addressing treatment of Balancing Authorities that do not have a full year of operating data 5. Consolidating and clarifying requirements 6. Updating the documents to NERC's newest templates 7. Adding a Standard-specific definition, applicable only to this RRS 8. Clarifying that when used, the term “ATEC” is as defined in the WECC Regional Definitions section of the NERC Glossary of Terms Used in Reliability Standards (Glossary) The WECC Board of Directors approved the proposed regional standard on March 13, 2024. NERC Criteria for Developing or Modifying a Regional Reliability Standard Each regional difference (i.e., Regional Reliability Standard or Variance) shall be: (1) is more stringent than the continent-wide Reliability Standard, including a regional difference that addresses matters that the continent-wide reliability standard does not; or (2) necessitated by a physical difference in the bulk power system. Regional Reliability Standards and Variances shall provide for as much uniformity as possible with Reliability Standards across the interconnected bulk power system of the North American continent. Regional Reliability Standards and Variances, when approved by FERC and applicable authorities in Mexico and Canada, shall be made part of the body of NERC Reliability Standards and shall be enforced upon all applicable Bulk Power System owners, operators, and users within the applicable area, regardless of membership in the region. RELIABILITY | RESILIENCE | SECURITY The approval process for a proposed Regional Reliability Standard or Variance, or the retirement of an existing standard or Variance, requires NERC to publicly notice and request comment. Comments shall be permitted only on the following criteria (technical aspects of the standard are vetted through the regional standards development process): Unfair or Closed Process – The Regional Reliability Standard was not developed in a fair and open process that provided an opportunity for all interested parties to participate. Although a NERC-approved Regional Reliability Standards development procedure shall be presumed to be fair and open, objections could be raised regarding the implementation of the procedure. Adverse Reliability or Commercial Impact on Other Interconnections – The Regional Reliability Standard would have a significant adverse impact on reliability or commerce in other interconnections. Deficient Standard – The Regional Reliability Standard fails to provide a level of reliability of the Bulk Power System such that the Regional Reliability Standard would be likely to cause a serious and substantial threat to public health, safety, welfare, or national security. Adverse Impact on Competitive Markets within the Interconnection – The Regional Reliability Standard would create a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability. Questions 1. Do you agree that the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Yes No Comments: 2. Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Yes No Comments: 3. Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? Yes No Comments: Unofficial Comment Form BAL-004-WECC-4 | April 10-May 28, 2024 2 4. Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Yes No Comments: 5. Does the proposed Regional Reliability Standard meet at least one of the following criteria? • The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. • The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. • The proposed regional difference is necessitated by a physical difference in the Bulk Power System. 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#.M9$VÿWM90V+8ÿ1ÿ2V.M`ÿ4-VV%ÿ3',&',.8-'(ÿ1ÿ:;<;=;a;ÿ>,'0&ÿ?.@$ÿASbcPÿDOSSKÿBHGdHGbeOHfÿgÿhSSÿ iJjkJfeKÿ *(%7$,ÿ IJKÿ L'M0@$(8ÿ?.@$ÿ ÿ 3'@@$(8ÿ ÿ NOPJKÿÿÿÿÿQÿ ÿ ROKSOPJKÿÿÿÿÿQÿ ÿ #$%&'(%$ÿ ÿ 2,''`$ÿl'M`-(ÿ1ÿ6',8V.(+ÿ>$($,.Vÿ_V$M8,-Mÿ3'Yÿ1ÿ:;<;=;a;ÿ>,'0&ÿ?.@$ÿmHGeSbfFÿnJfJGbSÿoSJceGOcÿBHpÿ *(%7$,ÿ IJKÿ L'M0@$(8ÿ?.@$ÿ ÿ 3'@@$(8ÿ ÿ ÿ ÿÿ !ÿ 012234567ÿ9 34463012236ÿ ÿÿ2 ÿ12ÿÿ5ÿ ÿ $%&'(ÿÿÿÿÿ*ÿ +%(,%&'(ÿÿÿÿÿ*ÿ -./012/.ÿ ÿ ÿ ÿ ÿ ÿ ÿ ÿÿ Exhibit F Standard Drafting Team Roster for Project WECC-0147 BAL-004-WECC-3 Attachment L Drafting Team Roster WECC-0147 BAL-004-WECC-4 ATEC Drafting Team Roster Below please find a biographical snapshot for the members of the WECC‐0147 BAL‐004‐WECC‐4, Automatic Time Error Correction (ATEC) Five‐year Review Drafting Team. Name Qualifications David Kirsch, Presently employed by the Bonneville Power Administration (BPA) as an Bonneville Power electrical engineer in the Technical Operation Controls group. Mr. Administration Kirsch’s core work relates to Automatic Generation Control, Balancing Authority management, and the accompanying NERC and WECC BAL standard implementation and compliance. Mr. Kirsch has provided solid, functional solutions to AGC issues in the Technical Operation Controls area for the last 13 years. He has worked for BPA for 21 years and has been an engineer in the utility industry for 32 years. Experience and Education: Member of the WECC‐0124 BAL‐004‐WECC‐3 Drafting Team in 2016. Member of the WECC Performance Work Group Resources Subcommittee since 2015. This work group discusses and analyzes performance issues in the Western Interconnection, of which some topics of discussion are Primary Inadvertent Interchange, time error, and ATEC. As one of BPA’s NERC BAL‐001, 002, 005 and BAL‐002‐WECC and BAL‐004‐WECC SMEs, he ensures reliability compliance for BPA by providing expert analysis, keeping current with industry trends, and participating in standards development activities. Coordinates across multiple technical groups to consolidate BPA’s agency experience in Balancing Authority management and Contingency Reserves. Obtained electrical engineering degree from Portland State University. 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org Attachment L Don Kovacs, BC Hydro Presently employed by British Colombia Hydro (BC) with responsibilities for Automatic Generator Control (AGC) compliance with BAL standards. With 25 years’ experience in the utility industry, Mr. Kovacs has experience in Emergency Management System (EMS) programming focusing on AGC and BA operations. Mr. Kovacs implemented Automatic Time Error Correction (ATEC) for BC from its onset to present including production of compliance evidence. Mr. Kovacs holds a Bachelor of Science degree in electrical engineering and is a registered Professional Engineer in British Columbia. Kathy Downey, Presently employed with PacifiCorp with over 15 years of experience PacifiCorp serving as PacifiCorp’s representative to WECC’s ISAS, MIC, and OC, plus participation on multiple drafting teams. Ms. Downey has expertise in the area of Interchange Scheduling, the Interchange Scheduling and Accounting Sub‐Committee (ISAS), the Market Interface Committee (MIC), the Operating Committee, and Federal Energy Regulatory Commission (FERC) Order 764. Currently, she is serving as PacifiCorpʹs representative on the Operating Committee and ISAS. Kokou Presently employed by the California Independent System Operator Agbassekou, (CAISO) 15 years of experience including Operations Compliance Analyst California and Emergency Response Coordinator, Control Room Operator‐in‐ Independent training, Operations Engineer, Real‐Time Interchange Scheduler, System System Operator Operations Specialist, and currently Reliability Coordinator (RC) West Western Interconnect Tool (WIT) Interconnection Administrator in charge of Delta Time Error (DTE) to include daily monitoring, Primary Inadvertent recording in the West, WIT Schedule Change. Mr. Agbassekou is a member and attendee of multiple WECC and other working groups such as ISAS, PWG, WITWG, ATFWG, USF, ECCWG. Based on those roles, he is familiar with the primary inadvertent data, the Delta Time Error calculation and Time Error Correction process in the West using ATEC. In his current role in Operations Compliance, his team is responsible for compliance on BAL‐004‐WECC‐3, INT‐006‐5, INT‐009‐3, TOP‐003 and IRO‐010, among other standards, for both CAISO Balancing Authority and RC West. Rich Hydzik, Rich Hydzik is a Senior Transmission Operations Engineer at Avista. He Avista has worked in System Operations since 2004 with responsibilities for operational powerflow studies, coordination of regional contingency 2 Attachment L reserve programs, system operating procedures, and organizational compliance with various NERC BAL, INT, PRC, TOP, and VAR standards, and system operator training. Prior to working in System Operations, he was a system protection engineer for ten years on generation, distribution, and transmission (69kV through 500kV) applications from design to field commissioning. He worked for three years as a transmission system planning engineer. Mr. Hydzik holds a Bachelor of Science degree with a concentration in electrical engineering from Gonzaga University and is a registered Professional Engineer in the state of Washington. Sean Erickson, Presently employed by the Western Area Power Administration (WAPA) Western Area as a Senior Power Operations Specialist. Power Administration His qualifications include: Two years of experience as a WECC Reliability Coordinator (2009– 2011); Two years of experience as a WECC Reliability Coordination Operations Engineer (2007–2009); Four years of experience as an Operations Engineer (2011–2015); Serving as the Transmission Alternate on the WECC Operating Committee as well as the WECC Ballot Body representative for both WECC and NERC; Previous member of the WECC Performance Work Group during the BAL‐001 field trial evaluations; Previous member of the Path Operator Task Force (POTF) (after September 8, 2011, NERC/FERC findings and mitigation regarding path operations) and the POTF—Implementation Team for the operational adoption of the POTF findings; and Contributor to retiring TOP‐007‐WECC‐1a, System Operating Limits. Craig Figart Avista (Augmentee) Presently employed by Avista, serving as manager of Avista’s Supervisory Control and Data Acquisition (SCADA) systems. Mr. Figart did not seek assignment to this team due to time constraints at his employment; however, he actively participated in a supporting role to the team. 3
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Author | bryants |
File Modified | 2025-03-11 |
File Created | 2025-03-11 |