One day, Superman was really feeling…..

2. Sorry, I’ll try to stay in focus... One day, Superman was really feeling…..

3. NERC’s IS’s Interchange Authority Function Task Force Bob Harshbarger

4. NERC’s IS’s IAFTF • In response to the OC request, the NERC IS formed the Interchange Authority Functionality Task Force (IAFTF) • The IAFTF consists of a group of industry stakeholders representing a diverse industry cross section • The IAFTF has completed a report addressing the OC concerns

5. NERC’s IS’s IAFTF • The IAFTF believes the most efficient way to meet the reliability needs and expeditiously communicate the necessary data to all parties involved in physically moving energy between BAs for a Version 1 FM implementation, is through the creation of a single Interconnection-wide IA.

6. NERC’s IS’s IAFTF • The IAFTF requests the OC use the report as a means to solicit further comments on the IA from NAESB, the ISO/RTO Council, NERC Functional Model Working Group, and other industry groups • The IAFTF recommends the OC remand the report paper to the NERC IS for further development of detailed functionality and recommendations for tools.

7. NERC’s IS’s IAFTF

8. NAESB’s WEQ Electronic Scheduling Subcommittee and Information Technology Subcommittee Bob Harshbarger

9. NAESB’s WEQ’s ESS & ITS • Who is NAESB’s and What Are They Doing Here • North American Energy Standards Board • Divided into 4 Quadrants: • Wholesale & Retail, Gas & Electric • Voluntary Standards Development • We is Them

10. Development Scoping Information Technology Subcommittee (ITS) NAESB’s WEQ’s ESS & ITS NAESB Wholesale Electric Quadrant Committee Structure WEQ Executive Committee (WEQ EC) Standards Review Subcommittee (SRS) Seams Subcommittee Business Practices Subcommittee (BPS) Glossary Subcommittee Electronic Scheduling Subcommittee (ESS)) Task Forces

11. NAESB’s WEQ’s ESS & ITS • ESS & ITS Issues • PKI and Cyber Security • OASIS Phase 1A • OASIS II • Coordinate Interchange Companion BPs • Order 2003 (LGIP) • Order 2004 (Standards of Conduct)

12. NAESB’s WEQ’s ESS & ITS • OASIS Phase 1A Request for Standard R04006 • Multiple Requests • Redirect • Resales (Reassignments) • Network Service on OASIS • Service Point Naming

13. NAESB’s WEQ’s ESS & ITS • Multiple Requests Standard Addresses: • Denial of Service • Queue Flooding • Queue Hoarding

14. NAESB’s WEQ’s ESS & ITS • Redirect Standard Addresses: • a.k.a. Alternate Point(s) of Service • Redirect of a Firm Point-to-Point Reservation • On a Firm Basis • On a Non-Firm Basis (Secondary PTP)

15. NAESB’s WEQ’s ESS & ITS • Resale Standard Addresses: • Assignment or Sale of a Reservation • Hoped to Make OASIS Postings and Processing Easier and Flexible • Provides for Efficient Tracking by TP

16. NAESB’s WEQ’s ESS & ITS • Network Service on OASIS Standard Addresses: • Application for Network Service • Declaration of Network Resources and Loads • Declaration of Secondary Network Resources • Improved ATC Postings

17. NAESB’s WEQ’s ESS & ITS • Service Point Naming Standard Addresses: • Common POR/POD and/or Trading Hubs • Who Has Naming Rights • This Has Been Fairly Well Addressed in the Western Interconnection

18. NAESB’s WEQ’s ESS & ITS • Request for Standard R04011 Addresses: • OASIS Posting Requirements Contained in Order 2003 (LGIP)

19. NAESB’s WEQ’s ESS & ITS • OASIS II is envisioned to support both physical and financial markets and to be a standardized interface to be used between market participants and market operators that will: • Facilitate Procurement of Energy & Ancillary Services • Facilitate Procurement of Both Physical and Financial Transmission Rights • Facilitate Electronic Scheduling • Accommodate Regional Diversity • Ensure Reliable Electric System Operations • Accommodate Market Operations • Support Market Monitoring

20. NAESB’s WEQ’s ESS & ITS Old OASIS II Timeline • Spring/Summer 2004 – Develop Functional Design Documents, Detailed Scope, ESC Use Cases • Summer/Fall 2004 – Develop Strategic Architecture Plan, Modules, Compatibility plans and Requirements • Winter 2004 – Identify Implementation Plan • 2005 – Design Phase I Components • 2006 – Implement Phase I Components, Design Phase II Components • 2007 – Implement Phase II Components, Design Phase III Components • 2008 – Implement Phase III Components

21. NAESB’s WEQ’s ESS & ITS Next ESS/ITS Meeting • Tomorrow and Friday in Washington DC

22. http://www.naesb.org/request.asp NAESB’s WEQ’s ESS & ITS

23. Electronic Scheduling Work Group Bob Harshbarger

24. Electronic Scheduling Work Group • WECC Interchange Tool (WIT) Status: • Brought Before WECC Operating Committee October 7, 2004

25. Electronic Scheduling Work Group • WECC Interchange Tool (WIT) Motion to approve the development of the WECC Interchange Tool System (WIT) Requirement document and solicit a request for proposal from vendors. • Vote: TPs: 24 - Yes, 1 - No, and 0 - Abstention • TCs: 13 - Yes, 0 - No, and 1 - Abstention • State and Provincial Regulators: 0 - Yes, 0 - No, and 0 - Abstention

26. Electronic Scheduling Work Group Recent Finance and Audit Committee Report “After much discussion, the Board of Directors requested that WECC management and the FAC produce a 2005 expenditure level that can be supported with a 25% dues increase and cash reserves reduced to no less than $1 million by the end of 2005. Further, the Board recommended that three large projects proposed by the Operating Committee and Planning Coordination Committee be deferred until 2006. “

27. Electronic Scheduling Work Group • Recent Finance and Audit Committee Report • “These projects are the implementation of: • a Seams Steering Group – Western Interconnection expansion planning database that is currently managed by PacifiCorp; • a Western Interchange Tool; and • a West-Wide System Model. • The cost of these projects is estimated to be about $1.3 million in 2005.”

28. Electronic Scheduling Work Group ESWG Actions for WIT Assist WECC Staff in RFP Development

29. Questions??

30. --- NOTICE ---This presentation was forced upon the designated recipients and may have contained confidential, privileged or proprietary information used without anyone’s permission. If you have viewed it in error, please notify your mother immediately, delete the original, and copy to everyone you know. Unintended recipients are prohibited from making any other use of this presentation if it results in making a quick buck. Although reasonable precautions were taken to ensure no viruses were in this presentation, the presenter accepts no liability for any loss of mental capacity or long-term attitude damage arising from the viewing of this presentation, or for any distractions or errors or omissions in the contents which result from what he did, or did not do, last night.