Instructions

Instructions

Constraint Management Plans (CMPs) An Ops Planning Perspective Nitika Mago Operations Planning, ERCOT Agenda An Introduction to Constraint Management Plans What/Why, Types Overview of the Annual CMP Review Process What/Why, When, Whos involved Study Case, Contingency Definitions Criteria Used in Studies 2015 Review Summary Initial Details kick off, case used, case changes Highlights of the Review A Pick-list of plans 2 What are CMPs? Why are CMPs needed? Set of pre-defined actions executed in response to system conditions To prevent or to resolve one or more thermal or non-thermal transmission security violations or to optimize transmission. Typically developed in cases where studies indicate economic dispatch alone may be unable to resolve a transmission security violation

3 Common Types of CMPs Remedial Action Plans (RAPs) Mitigation Plans (MPs) shall not be used to manage constraints in SCED must be implemented in a timeframe that will not result in loss of the constrained element/facility may include load shed. Pre-Contingency Action Plans (PCAPs) may be relied upon for allowing additional use of transmission system in SCED are modeled in CIM. constrained element must have a 15-minute rating >= its normal & emergency rating must not include load shed. may be implemented in anticipation of a contingency must not include load shed. Temporary Outage Action Plans (TOAPs)

Temporary CMP, live & die with an outage. shall not be used to manage constraints in SCED must be implemented in a timeframe that will not result in loss of the constrained element/facility may include load shed. 4 Agenda An Introduction to Constraint Management Plans What/Why, Types Overview of the Annual CMP Review Process What/Why, When, Whos involved Study Case, Contingency Definitions Criteria Used for selection 2015 Review Summary Initial Details kick off, case used, case changes Highlights of the Review A Pick-list of plans 5 Overview of Annual CMP Review Process Objective Scope

March to May Participants Existing CMPs CMPs proposals (may include plans emanating from system planning studies) Time Frame for Review Generate a set of CMPs to address anticipated reliability issues in the upcoming year. All Market Participants Study Case SSWG Planning Cases are relied upon (Summer Peak) Load & Generation in this case are analyzed and may be altered as necessary to build a scenario that is reflective of (extreme) peak conditions anticipated in the upcoming Summer season. 6 Overview of Annual CMP Review Process Contingency For CMP replication purposes

Operations Contingency (Breaker-to-Breaker) are overlaid on the planning case. For CMP viability (i.e. N-1 studies post CTG & CMP action; to ensure no new violation is created) A blend of contingencies posted by SSWG are used. Criteria for CMP Selection Activate Thermal Voltage Risk of Occurrence Criteria Notes CMP >= 100% of applicable emergency rating > applicable emergency voltage limit On-Shelf > 95% of applicable emergency rating - Warn > 90% of applicable emergency rating - Highest Higher High CMP with action plan to reduce post contingency flows is developed.

Review/Approval is sought. DraftCMP with action plan to reduce post contingency flows is developed. DraftCMP is not created. Approval Process (applicable for CMPs that meet the Activate criteria) Coordinated process involves soliciting review & approval from all involved TSPs and REs as applicable. 7 Agenda An Introduction to Constraint Management Plans What/Why, Types Overview of the Annual CMP Review Process What/Why, When, Whos involved Study Case, Contingency Definitions Criteria Used in Studies 2015 Review Summary Initial Details kick off, case used, case changes Highlights of the Review A Pick-list of plans 8 2015 Review Highlights Kick Off - March 11, 2015 9 2015 Review Highlights Submittals Reviewed 196 Proposals

Submitters included 10 2015 Review Highlights Approvals Approved 55 CMPs (21 Existing, 11 New) Removed 25 CMP On-Shelf 40 CMPs 9 N-1 (3 Existing, 8 New) 31 N-i related CMPs 11 A Pick-list of Approved CMPs Type ID Document Contingency TSP/MP MPs MP_2013_29 Alice (ALICE) 138-69 kV transformer.doc XALI89 AEP MPs MP_2014_49

Edison_Orsted_SSR_.doc Multiple ETT/AEP MPs MP_2013_07 Eskota Sw 138-69 kV Autotransformer.docx XESK89 ONCOR MPs MP_2012_07 FormosaAuto 21 and 22_hi EXPORT.docx XFO2R89 or XFO3R89 N/A MPs MP_2012_08 FormosaAuto 21and22_hi-IMPORT.docx XFO2R89 or XFO3R89 N/A MPs MP_2014_01

Lon Hill - Smith 69kV line (LON_HI_SMITH1) rev 2.doc SORNLON8, DLONOR58 AEP MPs MP_2010_22 Minerva 138,69 kV Autotransformer.doc XMNR89T1 ONCOR MPs MP_2013_27 Monticello Area.doc MNSES gen OFFLINE AEP, ONCOR MPs MP_2014_25 MP_BigLakeAuto_XBGL89_XBG2L89.docx XBGL89 or XBG2L89 AEP MPs MP_2014_53

MP_Bruni_Auto_138kV_69_XF.docx SLAQLOB8 STEC, AEP MPs MPs MPs MPs MPs MP_2015_08 MP_2015_02 MP_2015_05 MP_2015_08 MP_2015_07 MP_Forest_Hill_138_69_kV_XF.docx MP_Fort_Lancaster_-_Mesa_View_Switch_138kV_line.docx MP_Hillsboro_138_69_kV_XF.docx MP_Hutto_-_Rnd_Rck_Gabriel_138kV_Double_Circuit_Line_rev.docx MP_Permian_Basin_138_69_kV_Autotransformer.docx XFHL89 SFTLMES8 XHL2S89 DHUTGAB8 XPB2S89 or XPB1S89 ONCOR AEP ONCOR ONCOR ONCOR MPs MP_2014_22

MP_Turtle_Creek_to_Uvalde_OR_Crystal_City_69kV.doc SLA_UVA9 or SCRYTUR9 AEP MPs MP_2014_30 MP_WillsPoint_XTRL89.docx XTRL89 ONCOR XWI2N89 or SWINWIN8 SLIVGIL9 & DGILFR89 TNMP LCRA AEP, BEPC MPs MPs MP_2015_09 MP_Wink_138_69_kV_XF_OR_Wink_TNMP_Wink_138kV_LN.docx MP_2015_02 SLIVGIL9_MP.doc MPs MP_2014_52 SRULASP9_MP.doc SRULASP9, SHSKRUL9, SGILROC9 MPs

MP080214-0 SSIGSAN8_MP.doc SSIGSAN8 AEP MP_2015_01 XAND189_MP_rev2.doc XAND189 AEP, STEC, BPUB, SHARYLAND ONCOR PCAPs PCAP_2010_02 DBIGKEN5_PCAP.doc DBIGKEN5 AEP PCAPs PCAP_2013_03 Elgin Switch (ELGSW) 138 69 kV Autotransformer.doc XELG89 ONCOR PCAPs PCAP_2014_01 FREER to LOBO 69kV.doc SSANALI9 ONCOR

PCAPs PCAP_2010_01 LCRA Fort Mason - Yellow Jacket 138 kV Circuit.doc SFORYLJ8 AEP PCAPs PCAP_2013_01 LOBO to San Miguel 345kV Line or Lobo 345,138 kV Autotransformer.doc SLOBSAN5 or XLOB58 AEP MPs MPs MP_2011_08 Valley Import.doc Multiple Note Maintai n Maintai n Maintai n Maintai n Maintai n Maintai n Maintai n

Maintai n Maintai n Maintai n New New New New New Maintai n Maintai n New New Maintai n Maintai n Maintai n New Maintai n Maintai n Maintai n Maintai n Maintai n 12 2015 Review Highlights Completion - June 1, 2015

13 Agenda An Introduction to Constraint Management Plans What/Why, Types Overview of the Annual CMP Review Process What/Why, When, Whos involved Study Case, Contingency Definitions Criteria Used in Studies 2015 Review Summary Initial Details kick off, case used, case changes Highlights of the Review A Pick-list of plans 14 Questions? Nitika Mago [email protected] 512-248-6600 15

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