Donald Davies Chief Senior Engineer

1. Donald DaviesChief Senior Engineer Planning Coordinator Coverage Proposal September 2013 Planning Coordination Committee

2. Outline • Planning Coordinator (Planning Authority) • Planning Coordinator Gaps • Planning Coordinator Options

3. Planning Coordinator(Planning Authorities) • Definition • The functional entity that coordinates, facilitates, integrates and evaluates (generally one year and beyond) transmission facility and service plans, and resource plans within a Planning Coordinator area and coordinates those plans with adjoining Planning Coordinator areas.

4. Planning Coordinator • Currently there are 15 standards with 56 requirements where Planning Coordinators (Planning Authorities) are responsible • The Major Reliability Requirements Include • SOL Methodology • Transfer Capability Methodology • Planning Performance • Establishment of SOLs • Forecasts • Voltage Criteria • Transmission System Modeling • UFLS and UVLS Programs

5. Why Planning Coordinator Gaps • There are 29 Registered Planning Authorities (Planning Coordinators) that do not cover all Transmission Planners, Transmission Owners, Resource Planners, and Generator Owners • Transmission Planners, Transmission Owners, Resource Planners, and Generator Owners cannot identify their Planning Coordinators • Planning Coordinators do not want the liability or responsibility of being a Planning Coordinators for Others • Transmission and Resource Planners • Do not want responsibility or liability of Planning Coordinators • Believe others should perform duties of Planning Coordinators

6. Why Planning Coordinator Gaps • Lack of Clarity with the Functional Model relative to Planning Function • Historically WECC has performed many of these functions • Temporary review groups have performed other functions • Who is the Planning Coordinator for: • Multi-regional Projects • Existing Facilities e.g. generator owner or transmission owner • Merchant Projects (Investment Project)

7. Planning Coordinator Gaps • What are the risks to reliability for having gaps? • What are we to do to resolve gaps?

8. Reliability Risk vs. Compliance Risk • Planning Coordinator Reliability Risks may be: • Inadequate transmission system models • Not having the methodologies and tools for BES contingency analysis • Planning Assessments that do not result in acceptable performance response within steady state voltage limits, post-contingency voltage limits, and transient voltage limits • Inadequate coordination and understanding of protection system operation including RAS, UFLS, UVLS, etc. • Inappropriate transfer capabilities • Planning Coordinator Compliance Risks may be: • Liable for the penalties and sanctions assessed by the RE, NERC and FERC • Liable for litigation brought from retail and wholesale customer groups

9. Planning Coordinator Options • Create Centralized Planning Coordinator(s) • RC(s), RTO(s) or Independent System Transmission Operators to take responsibility • Use Existing Regional Planning Groups • Existing Groups or new groups would take on tasks • Keep Existing Planning Coordinators • Use WECC Planning Committees and Subcommittees to coordinate PC requirements • Continue to use WECC Committees/Subcommittees to perform Wide Area Studies • Register more Entities as Planning Coordinators to fill gaps

10. Planning Coordinator Options • Align Planning Coordinator Areas with Balancing Authority Areas • Clearly defined areas • Ensures transmission assets are covered • Most Balancing Authorities are already registered as Planning Coordinators • What does the industry want as the preferred Planning Coordinator Structure to make sure there are no reliability gaps?

11. Donald Davies donald@wecc.biz 801.883.6844 Questions?