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SERC Regional Criteria
Intra-Regional Near-Term Study Group
Procedural Manual
SERC Near Term Study Group (NTSG) Procedural Manual
Re vis io n His to ry
Revision
0
Date
February 28, 2008
1
October 15, 2009
2
February 24, 2011
3
March 13, 2013
Comments
General revision to reformat existing NTSG Procedural
Manual as a SERC document. Study group name changed
from VASTE to NTSG. Included new SERC members on SG
in manual. Removed AEP from distribution list.
Minor revisions throughout document to clarify compliance
with FAC-012-1 and FAC-013-1; added Appendix F.
Added “Administrative Procedure For Roster Change”
(Section III). Added the “Power Flow Modeling Guidelines” to
both the “Key Reliability Study Procedures” and the “Key
OASIS Support Study Procedures” sections. Removed
Appendix E: ERAG MMWG Power Flow Modeling
Guidelines.
Updated “Key OASIS Support Study Procedure”, “Duties of
the NTSG”, and “Appendix C: NTSG OASIS Support Study
Rotation & Sample” to replace the need of producing
coordinated results with the production of coordinated master
monthly interchange spreadsheets.
Add language to address members leaving the group and
update rotational schedules. Added APGI -Tapoco to list of
company abbreviations. Language related to timing for
joining a Reliability study. Remove language referencing the
retired FAC-012 and FAC-013-1. To eliminate confusion and
aid in training, add a link to the Reliability Process Document,
and remove the details of the Reliability process from the
manual. Remove mention of the Monthly Interchange
process that the NTSG no longer performs, removed and
added verbiage to clarify the current OASIS case building
process, corrected wording on the timing of the Reliability
studies, changed NERC ERAG to ERAG MMWG, added
comment to OASIS section stating that no values for the sale
of transmission are calculated in this process.
Responsible SERC Subgroups
SERC Regional Studies Steering Committee (RSSC)
SERC Intra-Regional Near-Term Study Group (NTSG)
Review and Re-Approval Requirements
Revisions to this document will be handled in accordance with the SERC Standing Committee
Documents Process (Other than SERC Regional Reliability Standards) supplement to the
delegation agreement between NERC and SERC.
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SERC Near Term Study Group (NTSG) Procedural Manual
List of Appendices
Appendix A: NTSG Scope Document
Appendix B: NTSG Reliability Study Rotation and Sample Schedule
Appendix C: NTSG OASIS Study Rotation and Sample Schedule
Appendix D: Data Release Guidelines
Appendix E: Naming Convention
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SERC Near Term Study Group (NTSG) Procedural Manual
FOREWORD
The SERC EC Intra-Regional Near-Term Study Group (NTSG) Procedural Manual was
prepared by the NTSG under the direction of the SERC EC Regional Studies Steering
Committee (RSSC). The purpose of this manual is to document the processes, procedures, and
study methodology used by the NTSG in executing intra-regional seasonal reliability and
operating studies.
The NTSG Procedural Manual details a method of performing intra-regional transfer capability
analysis and a means to establish and communicate transfer capabilities.
Most regional member utilities employ Siemens Power Technologies International (Siemens
PTI) Power System Simulator for Engineering (PSS/E) and Managing and Utilizing System
Transmission (MUST) software. Consequently, the various activities in the procedural manual
incorporate PTI's procedures and nomenclature in describing these activities.
Inter-regional transfer capabilities are studied under the Eastern Interconnection Reliability
Assessment Group (ERAG) Agreement in various study forums, including the SERC East-RFC
Study and MRO-RFC-SERC West-SPP Studies. These inter-regional study efforts are guided
by other procedures developed to address these activities, and the results of these studies are
not reported by the SERC NTSG.
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TABLE OF CONTENTS
I.
History .................................................................................................................. 1
II.
Purpose of the NTSG ........................................................................................... 1
III.
Administrative Procedure for NTSG Roster Changes ...................................... 2
IV.
Key Reliability Study Procedures ...................................................................... 3
A.
Meetings and Scheduling................................................................................... 3
B.
Power Flow Modeling Guidelines....................................................................... 4
C.
Preparation of Cases, Analysis and Study Report ............................................. 4
D.
General Work Procedures ................................................................................. 4
V.
Key OASIS Support Study Procedures ............................................................. 4
A.
Meetings and Scheduling................................................................................... 4
B.
Power Flow Modeling Guidelines....................................................................... 5
C.
Preparation of Cases, Analysis and Monthly Interchange Compilation .............. 5
D.
General Work Procedures ................................................................................. 5
VI.
Duties of the NTSG .............................................................................................. 6
A.
Chair .................................................................................................................. 6
B.
Vice Chair .......................................................................................................... 7
C.
Member Representatives ................................................................................... 7
VII. Distribution of Procedural Manual and Comment Resolution Process .......... 7
APPENDIX A: NTSG Scope Document ...................................................................... 8
APPENDIX B: NTSG Reliability Study Rotation & Sample Schedule ................... 10
APPENDIX C: NTSG Oasis Support Study Rotation & Sample Sschedules ....... .14
APPENDIX D: Data Release Guidelines .................................................................. 16
APPENDIX E: Naming Convention .......................................................................... 17
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I.
HISTORY
The NTSG was formed in 1968 as a result of reliability agreements signed between CP&L and
TVA, VACAR (CARVA) and Southern, and Southern and TVA. The purpose of the agreements
was to further augment reliability of each party's bulk power supply through coordination of the
planning and operation of their generation and bulk power transmission facilities. It was decided
that it would be more efficient and productive if the three groups worked together rather than
separately in performing joint studies.
In the early 1970's, AEP joined the study group to form a VACAR-AEP-Southern-TVA (VAST)
Study Group to conduct joint current-year operating studies separate from the VST Study
Group. Oglethorpe Power Corporation signed a reliability agreement in 1994 with TVA and
joined the VAST Study Group as Georgia Transmission Corporation. In 1996, Entergy joined
the VAST Study Group to form the VASTE Study Group. In 1999, AECI joined the group as a
liaison member, followed by MEAG and SEPA in 2001, and by APGI in 2005.
The study group was reorganized and placed under SERC in 2006 as the SERC EC IntraRegional Near-Term Power Flow Study Group (NT-PFSG). During 2006, BREC, EKPC,
Ameren, CWLD, SIPC joined the study group. In 2007, EON-US and CWLP joined the study
group, while AEP left the study group. Also in 2007, the name of the study group was changed
to the NTSG.
II.
PURPOSE OF THE NTSG
The NTSG works under the direction of the RSSC, which reports to the SERC Regional Studies
Executive Committee (RSEC). The RSEC has members from the NTSG systems and directs all
study activities under the above reliability agreements.
The following is a general list of the current responsibilities and activities of the NTSG:
1. Conduct joint studies as assigned by the RSSC to evaluate the performance of bulk
power supply facilities in the operating horizon under both normal and contingency
conditions. These studies focus on the evaluation of sub-regional and company-tocompany transfer capability and include two near-term reliability studies per year to
evaluate summer peak and winter peak expected operating conditions and special
studies as assigned by the RSSC.
2. Identify new operating procedures when necessary and possible to improve transfer
capabilities.
3. Coordinate voltage levels and reactive interchange between systems.
4. Exchange information on actual and forecasted loads, bulk power facility plans, and
current system conditions.
5. Publish reports of the joint studies to be used by both planning and operations personnel
of the NTSG systems and their adjoining systems.
6. Maintain an up-to-date current season base case to be used in joint near-term reliability
studies and by individual systems for operating studies.
7. Maintain a set of base cases to be used by individual systems for Available Transfer
Capability (ATC) or Available Flowgate Capability (AFC) Calculations.
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8. Work closely with the operations area of the respective systems to identify peak season
activity that could impact the performance of the bulk power supply facilities including
generation and transmission outages, unavailable capacity, and known or expected
power transfers.
9. Investigate improved study methods and procedures, and coordinate study parameters
with operations personnel for "realism." Make recommendations to the steering
committee on new study methods and procedures.
All NTSG study processes shall be performed in accordance with this procedural manual.
III.
ADMINISTRATIVE PROCEDURE FOR NTSG ROSTER CHANGES
Representatives and alternates are appointed by their companies or entities. They must be
signatories to the SERC confidentiality agreement, and cannot be from the marketing side of
the business. Liaison will also be maintained with the chairs of the Engineering Committee,
RSSC and RSSC subcommittees as appropriate. Prior to changes to NTSG roster, the
following criteria need to be met:
1. The sitting NTSG member (or your company’s representative from a leadership
committee) should notify the NTSG’s SERC Support representative of an upcoming
transition onto the NTSG. SERC Support ([email protected]) should be copied on
this notification.
2. Each SERC member company has assigned a “Designated Employee” to assist in
administering requirements of the SERC Confidentiality Agreement (also known as a
“non-disclosure agreement”). If the Agreement has not been signed, contact your
company’s Designated Employee to complete the signatory process. Your signature
verifies that you comply with the terms of the Agreement so that by virtue of your
involvement with the NTSG, you may have access to confidential information in order
to perform SERC functions. If required, SERC Support can assist in identifying your
company’s Designated Employee.
3. Your company’s Designated Employee will ensure that SERC Support is provided
your name on an updated employee list indicating that you have signed the SERC
Confidentiality Agreement.
4. Each SERC member company has also identified a SERC Master Account
Administrator (MAA) to provide local assistance in accessing information and data
available through the SERC Portal/FTP site. As a new NTSG representative or
alternate, contact your company’s MAA to establish appropriate access for your role
on the NTSG. If required, SERC Support can assist in identifying your company’s
MAA.
5. Placeholder for language on members leaving the group.
Roster changes shall be submitted and processed through the SERC office, attention SERC
[email protected] and the appropriate SERC support staff person. The SERC support
staff will notify the committee chair, steering committee chair, company steering and
Engineering Committee representatives of the requested changes.
The NTSG chair will notify the group that a member has been added or removed from the
roster.
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IV.
KEY RELIABILITY STUDY PROCEDURES
A. Meetings and Scheduling
Two meetings per study are routinely scheduled. The first meeting focuses on reviewing the
import transfer tables and parallel transfer graphs to be included in the final study report. The
second meeting focuses on reviewing the first draft of the study report. OASIS support study
discussion is added to each meeting agenda as required. All on-location meetings are
coordinated through the SERC office. Whenever possible, business is conducted via mail,
telephone or e-mail. The following items are included in the agenda:
1. The meeting is opened with a review of the SERC Confidentiality Policy and Antitrust
Compliance Guidelines.
2. The minutes of the previous meeting are presented and approved following discussion
unless approved previously via e-mail. Approved minutes of meetings and telephone
conference calls are posted on the SERC web site.
3. The chairperson reports regarding correspondence or activities affecting the NTSG that
have occurred between meetings.
4. The members provide updates on various activities affecting the NTSG.
5. Problems found in the load flow cases and process improvements are discussed for
remedial actions and documentation.
6. The NTSG Procedural Manual is reviewed and updated as necessary. Information
contained in the appendices is subject to changes in instructions from the RSSC and
NTSG membership. Changes to the NTSG roster and rotation schedule do not require
RSSC approval.
7. The member rotation schedule is reviewed and modified as necessary. RSSC approval
is required for current chair and vice-chair assignment changes.
The following is an overview of the NTSG work schedule. A detailed account of the study group
assignments and work schedules is provided in Appendices B and C. When a company that did
not participate in the previous season’s reliability study wishes to participate in the current
reliability study process, they must notify the Chair prior to the first update to the base case per
the schedule.
The power flow models for the NTSG study work are created each year in late May or early
June at the SERC Long-Term Study Group (LTSG) Data Bank Update (DBU). These base
cases are used to create the ERAG MMWG cases in the fall. Either LTSG or ERAG MMWG
models are used by the NTSG as seed cases to conduct seasonal operating studies.
The NTSG summer peak season evaluation begins in November with final base case updates in
December/January and execution of power-flow analysis in January/February of the following
year. A meeting is held in late February/early March to jointly review the power-flow results.
The first draft of the report is reviewed at a meeting held in late March/ April. Final coordination
of the study results documentation is then conducted via electronic correspondence and the
final report is approved and published in May.
The NTSG winter peak season evaluation begins in May with final base case updates in
June/July and execution of power-flow analysis in July. The results of the power-flow analysis
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are reviewed during the August meetings. A meeting is held in late September/early October to
jointly review the first draft of the report. Final coordination of the study results documentation is
then conducted via correspondence-mail and the final report is approved and published in midNovember.
At the request of the RSSC, the NTSG will meet with the RSSC and the LTSG in August to
discuss in open forum, issues regarding the study work responsibilities of the LTSG and/or
NTSG.
B. Power Flow Modeling Guidelines
Power flow modeling guidelines along with definitions of power flow cases created by the
MMWG can be found in the MMWG Procedural Manual, using the following link:
https://www.rfirst.org/reliability/easterninterconnectionreliabilityassessmentgroup/mmwg/
Pages/default.aspx
C. Preparation of Cases, Analysis and Study Report
1. A power flow runner is designated from among the NTSG members for each study on a
rotational basis (see Appendix B). The power flow runner is responsible for initiating the
process of collecting the required data and preparing the final base case for Power
Transfer Analysis. The power flow runner performs AC Transfer Analysis in MUST and
distributes the output to the study group.
2. A parallel transfer runner is designated from among the NTSG members for each study
on a rotational basis (see Appendix B). The parallel transfer runner is responsible for
Parallel Transfer Analysis performed on the final base case.
3. A report writer is designated from among the NTSG members for each study on a
rotational basis (see Appendix B). The report writer is responsible for gathering and
assembling all data and written submittals into a cohesive and consistent report to be
submitted to the SERC office at the end of the study schedule.
D. General Work Procedures
For details on the work procedures for the reliability studies see the Reliability Process
Document using the following link:
https://members.serc1.org//Pages/Attachment2.aspx?CommitteeID=99&P=Training%20
Material%5cReliability%20Training&F=Reliability_Process_Document_05-16-2012.docx
V.
KEY OASIS SUPPORT STUDY PROCEDURES
A. Meetings and Scheduling
OASIS support study topics are generally discussed as agenda items during the NTSG
meetings when reliability study items are covered. All on-location meetings are coordinated
through the SERC office. Whenever possible, business is conducted via mail, telephone, or email.
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A detailed account of the study group assignments and work schedules is provided in Appendix C.
B. Power Flow Modeling Guidelines
Power flow modeling guidelines along with definitions of power flow cases created by the
MMWG can be found in the MMWG Procedural Manual, using the following link:
https://www.rfirst.org/reliability/easterninterconnectionreliabilityassessmentgroup/mmwg/
Pages/default.aspx
C. Preparation of Cases, Analysis and Monthly Interchange Compilation
1. A power flow coordinator is designated from among the NTSG members for each
seasonal study on a rotational basis (see Appendix C). The power flow coordinator is
responsible for initiating the process of collecting the required data and preparing the
final case for Power Transfer Analysis. The power flow coordinator performs DC
Transfer Analysis in MUST and distributes the output to the study group.
D. General Work Procedures
Background
•
•
•
•
•
Needed to coordinate study efforts
o Existing study procedures did not support timing requirements
Augment SERC ATC Coordination Procedure
Includes requirements for SERC office (sharing "cost burden" by all SERC members)
Focus is on coordinating base case data
Can also serve as a forum for sharing calculation information
Overall Concept
•
•
•
•
•
•
Uses a distributed calculation/coordination procedure
Does not require SERC staff to be directly involved in study efforts
Distributes responsibilities of all study aspects to study participants
Seasonal OASIS studies are conducted on the next five consecutive study seasons to
verify model validity. The values from these studies are not used for the sale of
transmission service.
Updates cases only if needed (or desired) by any study participant
Uses current technology for sharing of information
Posting and Archiving of Study Data Procedures
The NTSG will share data files to be used in developing base cases and performing the transfer
analysis on the SERC FTP site. Final cases will be archived on the SERC FTP site. All data
files for the current and previous two study cycles will be maintained on the SERC FTP site.
Study cycles older than the previous two study cycles would be moved to the SERC server
where company representatives can request staff to retrieve data if needed.
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Study Procedure
1. Study Participant Responsibilities
• Provide a “readme” file for a description of base case changes (if any).
• Provide base case modifications (if any) in the form of a change idev.
• Provide any update needed for subsystem, contingency and monitored element files
for study transfers. These are only included for model verification purposes.
2. Power Flow Coordinator Responsibilities
• Coordinate base case modifications
• Perform transfer studies
4. SERC Office Responsibilities
• Maintain proper access to data
• Maintain data back-ups
• Archive information when no longer needed
• Distribute specific cases to interested parties
5. NTSG Chair Responsibilities
• Ask SERC office to archive data each quarter.
• Place starting-point cases on the file sharing server.
6. Study Schedule
• Participants retrieve study base case from the OASIS directory of the file sharing
server. Changes to the study transfer test levels must be coordinated with the
affected party(s) prior to the scheduled study month. The list of study transfers and
test levels must also be updated concurrently.
• A typical OASIS study schedule can be found in Appendix C.
VI.
DUTIES OF THE NTSG
A. Chair
The RSSC will appoint one of the NTSG members to serve as the study group chair whose term
will be rotated among the NTSG systems every two years with the term of office beginning on
November 1 of the rotation year. The chair's duties are to include the following:
1.
2.
3.
4.
5.
6.
Prepare schedule of work activities.
Ensure the schedules are met.
Attend RSSC meetings and provide copies of the minutes to the NTSG.
Serve as a communications link between the study group and the steering committee.
Provide the steering committee reports of current work.
Set the agenda and publish NTSG meeting minutes for study group and steering
committee information.
7. Notify study group of roster changes. Coordinate and distribute a current distribution list
of all members and liaison representatives of the study group.
8. Coordinate a current list of the rotated study responsibilities for the study group.
9. Coordinate a current list of proposed and approved operating guides.
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10. Coordinate SERC transfer capability numbers for NERC peak season assessments.
11. Send Reliability Study Reports and base cases in PSS/E (latest version used by ERAG
MMWG) format to the SERC office once the report is approved by the RSSC and
published. The NTSG Reliability Study Reports should also be provided to all members
of the NTSG, RSSC, and the SERC Reliability Coordinator Subcommittee (RCS).
12. Maintain the file structure. Set up new folders prior to each study and place the
appropriate base cases on the site for use in the studies.
13. Maintain the NTSG Procedural Manual and, when necessary, provide suggested
comments/revised language to the RSSC for consideration.
14. Provide documented response upon receipt of written comments regarding the content
of the NTSG Procedural Manual (after consultation and approval by the RSSC).
B. Vice Chair
The vice-chair is appointed by the SERC RSSC chair from among the member representatives
to a two-year term on a rotating basis. The principle functions of the vice-chair are to assist the
chair in the performance of the chair's duties and to serve on behalf of the chair during the
chair's absence. The vice-chair is expected to succeed the chair at the end of the chair's term.
C. Member Representatives
Member representatives are responsible for providing the various data submittals for use in the
Reliability and OASIS support studies. Member representatives are responsible for submitting
necessary inclusions items for reports and OASIS coordinated spreadsheets. Member
representatives are responsible for performing all data checks prior to submitting data in order
to ensure that the cases assembled by the designated coordinator will solve with a minimum of
adjustment. The member representatives are responsible for the quality of data that is
submitted for their own areas. In addition, the member representatives are responsible for
providing support as required for studies assigned to the NTSG by the RSSC.
Details of power flow runner, parallel transfer runner, and report writer duties for reliability
studies are provided in Section IV-C, and the Reliability Process Document.
Details of power flow coordinator for OASIS Support studies are provided in Section V-C, and D.
VII. DISTRIBUTION OF PROCEDURAL MANUAL AND COMMENT RESOLUTION
PROCESS
This approved document is publicly available on the SERC web site (www.serc1.org). If a
recipient of this NTSG Procedural Manual external to the NTSG, RSSC, or RSEC provides
documented technical comments to the NTSG on the Transfer Capability Methodology herein,
the NTSG chair shall provide a documented response (after consultation and approval of the
RSSC) to that recipient within 45 calendar days of receipt of those comments. The NTSG
response shall indicate whether a change will be made to the Methodology and, if no change
will be made, the reason why. Any changes to the NTSG Procedural Manual will be made per
the SERC Standing Committee Documents Process.
Questions or comments on this document should be directed to SERC through
[email protected].
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SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
APPENDIX A:
NTSG SCOPE DOCUMENT
Purpose
The NTSG is responsible for conducting near term intra-regional seasonal reliability and OASIS
support studies.
Responsibilities and Activities
The NTSG will abide by the SERC Confidentiality Policy and the SERC Antitrust Compliance
Guidelines in carrying out its purpose. The following is a list of NTSG responsibilities and
routine activities:
Responsibilities
Conducts summer and winter reliability studies as directed by RSSC
1. Conducts seasonal OASIS support studies
Activities
1.
2.
3.
4.
5.
Fine tunes base cases for seasonal and OASIS support studies
Performs power flow and MUST work for studies
Summarizes results of the studies
Assembles necessary data and prepares study reports
Provides status reports to the RSSC
Representation
The NTSG is comprised of one representative and an alternate from each SERC member that
is registered with NERC as a Transmission Operator, Transmission Planner, or Planning
Authority. The SERC member must abide by FERC regulations related to Standards of
Conduct, as those regulations may from time to time be amended, or equivalent.
Representatives are appointed by their companies but must be signatories to SERC
confidentiality agreement and cannot be from the marketing side of the business. The
representatives must be qualified to run power system simulation tools. Liaison will also be
maintained with the chairs of the SERC Engineering Committee (EC) subgroups, as
appropriate.
Members of the NTSG shall serve for a term of two (2) years, but can be re-appointed. Terms
should be staggered, when possible, to permit the presence of experienced members on the
NTSG. The RSSC chair shall appoint a member of the NTSG to serve as chair of the NTSG
and a member to serve as vice-chair. The chair and vice-chair shall serve for two (2) year terms
that commence on November 1 of the appointment year and end on October 31 of the second
year. The vice-chair will normally succeed the chair.
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Governance
NTSG decisions/recommendations are generally made by consensus. If a vote is required,
each member shall have one vote. A simple majority of the NTSG members present at a
scheduled meeting or conference call is needed to approve any motion or vote.
Reporting
The NTSG will report to the RSSC.
The NTSG chair will periodically advise the RSSC of the NTSG's activities, progress on
assignments from the RSSC, and recommendations requiring RSSC approval.
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APPENDIX B:
NTSG RELIABILITY STUDY ROTATION & SAMPLE SCHEDULE
NTSG RELIABILITY STUDY ROTATION
STUDY
12S
12/13W
13S
13/14W
14S
14/15W
15S
15/16W
16S
16/17W
17S
17/18W
18S
18/19W
19S
19/20W
20S
20/21W
21S
21/22W
22S
18S
POWERFLOW
RUNNER
AECI
Ameren
DVP*
Duke
TVA
Southern
GTC
Progress
DVP
SCPSA
Entergy
AECI
Ameren
SCEG
Duke
TVA
Southern
GTC
Progress
DVP
SCPSA
Entergy
PARALLEL
TRANSFERS
REPORT
Southern
TVA
Entergy
Ameren
GTC
Progress
AECI
SCPSA
Duke
SCEG
DVP
Southern
TVA
Entergy
Ameren
GTC
Progress
AECI
SCPSA
Duke
SCEG
DVP
LG&E/KU
BREC
EKPC
Yadkin
CWLD
SIPC
CWLP
LG&E/KU
BREC
EKPC
Yadkin
CWLD
SIPC
CWLP
LG&E/KU
BREC
EKPC
Yadkin
CWLD
SIPC
CWLP
LG&E/KU
* DVP is taking SCEG’s place as powerflow runner for the 2013S to repay an earlier swap
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NTSG ASSIGNMENT ROTATION FOR VACAR WRITE-UPS
AND TRANSFER TABLES
STUDY
SYSTEM
2012 Summer
SCE&G
2012/13 Winter
SCPSA
2013 Summer
DVP
2013/14 Winter
CP&L
2014 Summer
Duke
2014/15 Winter
SCE&G
2015 Summer
SCPSA
2015/16 Winter
DVP
2016 Summer
CP&L
2016/17 Winter
Duke
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SAMPLE NTSG RELIABILITY STUDY SCHEDULE
2012 Summer NTSG Study Schedule
(Updated 11/17/2011)
Powerflow Runner (PR): AECI
Parallel Transfer Runner (PTR): SOCO
Report Writer (RW): LG&E/KU
Base Case Origination: MMWG 2011, PSS/E 32 Format
(Transfer Analysis will be conducted using PSS/MUST 10.1)
Tue, Nov 29, 11
ACTIVITY
SG Chair posts Base Case rev 0, draft AC MUST Transfer List, and draft Parallel
Transfer List.
SG posts Base Case rev 0 changes and Detailed Interchange Table..
Mon, Dec 05, 11
PR posts Base Case rev 1 and Docucheck’
Tue, Dec 06, 11
SG posts sub, con, mon files for prelinear MUST ACCC runs.
Mon, Dec 12, 11
PR posts prelinear base case ACCC run results.
DUE DATE
Tue, Nov 22, 11
Fri, Dec 16, 11
SG posts changes to Base Case rev 1.
Fri, Dec 16, 11
SG coordinates and posts changes to AC MUST Transfer List
Thu, Jan 05, 12
PR posts Base Case rev 2 and Docucheck.
Fri, Jan 06, 12
PR posts updated AC MUST Transfer List
Mon, Jan 09, 12
SG posts sub, con, mon files for run 1 of AC MUST transfer analysis.
Tue, Jan 17, 12
PR posts run 1 AC MUST transfer results, MUST input files, log file.
Tue, Jan 17, 12
PR also posts blank ‘Preliminary Transfer Table (PTT)’ and ‘PTT Compile Tool’
Tue, Jan 24, 12
SG posts changes to Base Case rev 2.
Tue, Jan 31, 12
PR posts Base Case rev 3 and Docucheck. PR renames base case as nr12s00.sav.
Thu, Feb 02, 12
SG posts revised AC MUST transfer sub, con, mon files.
Thu, Feb 02, 12
SG posts Parallel Transfer List changes
Thu, Feb 09, 12
PTR posts updated Parallel Transfer List
Thu, Feb 09, 12
PR posts run 2 AC MUST transfer results, MUST input files, log file.
Tue, Feb 14, 12
SG posts completed ‘Preliminary Transfer Tables’
Fri, Feb 17, 12
SG posts coordinated transfer tables.
Fri, Feb 17, 12
SG posts exclude files
Tue, Feb 21, 12
PTR posts parallel transfer graphs.
Tue, Feb 21, 12
Thu-Fri,
Feb 23-24, 12
Tue, Feb 28, 12
RW posts preliminary list of significant facilities
SG meets in Birmingham to review AC MUST transfer results, transfer tables, significant
facilities list and parallel transfers.
SG posts additional exclude files.
Fri, Mar 02, 12
SG posts the following items:
Wed, Mar 07, 12
Fri, Mar 09, 12
1.
Revised Transfer Tables
2.
Significant Facility Discussions
3.
Major Generation and Transmission Changes
4.
Operating Guides
5.
Generation Dispatch Table
SERC EC Approved March 13, 2013
Rev 3
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SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
ACTIVITY
DUE DATE
6. Detailed Interchange Table
PTR posts parallel transfer re-runs.
Wed, Mar 14, 12
SG notifies PTR runner which Parallel Transfers are to be included in Report.
SG (subregional reps) posts subregional transfer idev files for AC Verification (SCPSA
to coordinate VACAR)
PTR posts final Parallel Transfer List.
Mon, Mar 19, 12
PR posts results of AC and postlinear ACCC runs.
Mon, Mar 19, 12
PTR posts Parallel Transfers in Word format for inclusion in report.
Thu, Mar 22, 12
SG posts the following items:
Fri, Mar 09, 12
Mon, Mar 26, 12
1.
Individual Assessments
2.
Additional Significant Facility discussions
3. Parallel Transfer discussions
RW posts draft 1 of report, which should include write-ups for:
1.
I. Executive Summary including updated significant facilities list (RW to author)
II. Introduction and Study Procedure (RW to author)
2.
Mon, Apr 02, 12
Fri, Apr 06, 12
Base Case Interchange Table (RW to prepare)
3. All inclusions previously posted by SG
SG posts changes to draft 1 of report
RW posts draft 2 of report
Thu-Fri,
Apr 12-13, 12
Tue, Apr 17, 12
Mon, Apr 23, 12
Fri, Apr 27, 12
Fri, Apr 27, 12
Mon, Apr 30, 12
SG meeting to review draft 2 of report and provide edits.
SG posts changes to draft 2 based on meeting discussions
RW posts draft 3 of report.
NTSG Chair posts draft 3 at the SERC Office folder on the NTSG site for SERC staff to
improve formatting of the report.
SERC staff posts the reformatted draft 3 (renamed draft 4) at the SERC Office folder on
the NTSG site.
RW posts draft 4 of report for SG review
Mon, May 14, 12
SG Chair posts draft 4 of report on the RSSC site for the RSSC members to review the
draft.
RSSC members post draft 4 report comments/changes at the NTSG folder on the
RSSC site or send email changes to NTSG Chair.
RW posts final report.
Thu, May 17, 12
SG Chair posts the final report at the RSSC site for approval
Thu, May 24, 12
RSSC votes on approving the final draft
Fri, May 25, 12
RW posts the approved final report
NTSG Chair posts the approved final report on the SERC Office Folder at the NTSG
site
Mon, May 07, 12
Mon, May 14, 12
Fri, May 25, 12
SERC EC Approved March 13, 2013
Rev 3
Page 13
SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
APPENDIX C:
Seasonal
Study
2010/11 W
2011 Z
2011 S
2011 F
2011/12 W
2012 Z
2012 S
2012 F
2012/13 W
2013 Z
2013 S
2013 F
2013/14 W
2014 Z
2014 S
2014 F
2014/15 W
2015 Z
2015 S
2015 F
2015/16 W
2016 Z
2016 S
2016 F
2016/17 W
2017 Z
2017 S
2017 F
NTSG OASIS SUPPORT STUDY ROTATION & SAMPLE
SCHEDULES
12Q4
PFC
Entergy
SCPSA
Duke
TVA
Progress
13Q1
PFC
SCPSA
Duke
TVA
Progress
SCEG
13Q2
PFC
Duke
TVA
Progress
SCEG
Southern
13Q3
PFC
TVA
Progress
SCEG
Southern
AECI
13Q4
PFC
Progress
SCEG
Southern
AECI
Entergy
14Q1
PFC
14Q2
PFC
SCEG
Southern
AECI
Entergy
SCPSA
Southern
AECI
Entergy
SCPSA
Duke
Note: PFC – Power Flow Coordinator
SERC EC Approved March 13, 2013
Rev 3
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SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
SAMPLE NTSG OASIS SUPPORT STUDY SCHEDULE
SERC NTSG OASIS Study Schedule – 11Q2
(Prepared 02-09-11)
Software Version: MUST 10.1; PSSE 30.3
PFC: 11S5 (CP), 11F4 (SC), 11W3 (DK), 12Z2 (TV), 12S1 (SO)
Origination of Base Cases: NO11s400, NO11f300, NO11w200, NO12z100 & MMWG12s (PSS/E 30.3)
Date
Apr 4
(M)
Apr 13
Apr 20
Apr 27
May 4
May 11
May 18
May 23
Activity
NTSG chair posts starting cases for the five seasonal OASIS cases in the SERC
NTSG OASIS Base Case folder.
(W) Participant posts seasonal base case changes (in the form of an idev) on SERC
NTSG OASIS site in the Base Case Changes folder.
Participant posts a readme.doc file (noting the study season, base case changes if
any, and name of all files that will be posted) in the Base Case Changes folder.
Participant posts contingency file in the Outage Lists folder and subsystem files in
the Subsystems folder. Participant tests to make sure these files are free of
errors before submitting them.
(W) PFC posts zipped study base case try 1 in the Base Case folder for review by
participants
PFC posts the try 1 of the transfer results in the Linears folder for review by
participant.
(W) Participant posts changes to base case try 1(in the form of an idev) on SERC
NTSG OASIS site in the Base Case Changes folder.
Participant reviews the transfer run output and requests any necessary reruns.
(W) PFC posts zipped revised study base case try 2 in the Base Case folder
PFC performs the reruns and posts the try 2 of the transfer results in the Linears
folder.
(W) Participant posts changes to base case try 2 (in the form of an idev) on SERC
NTSG OASIS site in the Base Case Changes folder.
(W) PFC posts zipped final study base case in the Base Case folder.
PFC performs the reruns and posts the final transfer run output in the Linears folder.
PFC creates a zip file called Linear Run Files for ‘run name (eg 11s4)’ adding the
final mon, con, sub, paths.txt, and .asc files and post it to the Linears folder.
(M) NTSG Chair moves all files in the 11Q1 (previous quarter) Study folder to the
OASIS Archives folder.
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SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
APPENDIX D:
DATA RELEASE GUIDELINES
The release of data is strictly controlled in accordance with the most current guidelines issued by
SERC.
NTSG Study Reports and Study Base Cases
•
NTSG Seasonal Reliability Studies: The NTSG chair will send study report and cases to
the SERC office for release upon request and review pursuant to SERC’s effective data
release policy once the report is approved and published.
•
NTSG OASIS Support Studies: The NTSG chair will send the study report (report
consists of five spreadsheets) to the SERC office for release upon request and review
pursuant to SERC’s effective data release policy when the quarterly update is complete
and the report is published. The cases used in the quarterly update sent to SERC will be
withheld until the season is past.
•
Special NTSG Studies: The RSSC must specifically approve release of special NTSG
studies to SERC (e.g., the 2008 SERC NTSG Drought Study). Once approved, the NTSG
chair will send the study report and cases to the SERC office for release.
Note: All power flow cases released to SERC will be in PSS/E (latest version used by MMWG)
data format.
SERC EC Approved March 13, 2013
Rev 3
Page 16
SERC Regional Criteria: Near-Term Study Group (NTSG) Procedural Manual
APPENDIX E:
NAMING CONVENTION
Company and Subregion Identifiers (for submitting study files)
AI
Associated Electric Cooperative Inc. (AECI)
AM
Ameren (AMMO & AMIL)
BR
Big Rivers Electric Corporation (BREC)
CD
City of Columbia, Mo. Water and Light Department (CWLD)
CL
City of Springfield Illinois City Water Light & Power (CWLP)
CP
Progress Energy Carolinas / Carolinas Power & Light (CP&L)
•
CE
•
CW Carolina Power and Light / West
Carolina Power and Light / East
CS
Central Subregion
DK
Duke Energy Carolinas
DS
Delta Subregion
EE
Electric Energy, Inc (EEI)
EK
East Kentucky Power Cooperative (EKPC)
EN
Entergy Balancing Authority (EES)
GS
Gateway Subregion
GT
Georgia Transmission Corporation (GTC)
LG
LG&E and KU Services Company (LGE/KU)
PS
PowerSouth Energy Cooperative
SC
South Carolina Public Service Authority (SCPSA)
SE
Southeastern Power Administration (SEPA)
SG
South Carolina Electric and Gas (SCEG)
SI
Southern Illinois Power Cooperative (SIPC)
SO
Southern Balancing Authority (SOCO)
SS
Southeastern Subregion
TV
Tennessee Valley Authority (TVA)
TP
APGI-Tapoco
VP
Dominion Virginia Power (DVP)
VC
VACAR Subregion
YD
APGI-Yadkin
SERC EC Approved March 13, 2013
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