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NERC PER-005 Overview

NERC PER-005 Overview. May 10, 2010. Who, What, When, Where, Why. WHO: RC, TOP, BA WHAT : R1: Systematic Approach to Training R2: Verify operator capabilities R3: EOPs training (change to 12-month, not calendar) R3.1 Simulation Technology WHEN :

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NERC PER-005 Overview

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  1. NERC PER-005Overview May 10, 2010

  2. Who, What, When, Where, Why • WHO: RC, TOP, BA • WHAT: • R1: Systematic Approach to Training • R2: Verify operator capabilities • R3: EOPs training (change to 12-month, not calendar) • R3.1 Simulation Technology • WHEN: • R1 – 1st day of calendar quarter 24 months after final approval. • R2 – 1st day of calendar quarter 24 months after final approval • R3 – 1st day of calendar quarter past final approval • R3.1 – 1st day of calendar quarter 36 months after final approval • WHERE: US & Canada • WHY: create operators capable of independent operation of BES

  3. NERC PER-005-1 A. Introduction 1. Title: System Personnel Training 2. Number: PER-005-1 3. Purpose: To ensure that System Operators performing real-time, reliability-related tasks on the North American Bulk Electric System (BES) are competent to perform those reliability related tasks. The competency of System Operators is critical to the reliability of the North American Bulk Electric System. 4. Applicability: 4.1. Functional Entities: 4.1.1 Reliability Coordinator. 4.1.2 Balancing Authority. 4.1.3 Transmission Operator.

  4. NERC PER-005-1 R1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall use a systematic approach to training to • establish a new (or modify) an existing training program(s) • for the BES company-specific reliability-related tasks • performed by its System Operators.

  5. Systematic Approach to Training Analysis Design FormativeEvaluation Development Implementation SummativeEvaluation ADDIE MODEL

  6. Systematic Approach to Training Analysis Why instruction is needed What instruction is needed (general or macro level) What instruction is needed (competencies & objectives) When instruction is accomplished (assessments)How instruction is accomplished (learning strategies) What materials & media How learning transfer is delivered (delivery) What changes need to occur Design Development Implementation Evaluation ADDIE MODEL - Outcomes

  7. Systematic Approach to Training ADDIE MODEL – Instructor Activities

  8. NERC PER-005-1 R1.1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall create a list of BES company-specific reliability-related tasks • performed by its System Operators.

  9. NERC PER-005-1 R1.1.1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall update its list of BES company-specific reliability-related tasks • performed by its System Operators • at least annually to identify new or modified tasks for inclusion in training

  10. JTA: Hierarchical Method Switchman Trainer job position

  11. JTA: Process Flow Method Step 3.1.3 Step 3.1.4 Step 3.1.5 Step 3.1.1 Step 3.1.2 3.1.2. Shift Leader reviews Switching order for accuracy. Prioritizes based on notation from Outage Coordination Team.

  12. JTA: FAST Method

  13. JTA: Task Decomposition Power Plant Operator Example

  14. NERC PER-005-1 • R1.2. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall design and develop learning objectivesand training materials • based on the task list created in R1.1.

  15. Learning Objective • Specifies a single outcome • Observable & Measurable • Describes learner’s performance • Three parts: • measurable verb • important condition (if any) • criterion of acceptable performance (standard).

  16. Learning Objectives Duty Tasks Sub-Tasks Objectives

  17. Learning Objectives - Cognitive Levels(Jim Bowles – ERCOT) • Evaluatethe SPP process for tag approval. • Modifythe SPP tag process to accommodate current hour purchases. • Determinethe status of a tag. • Analyze tag content. • Validate(apply the rules) tag source and sink. • Explain source/sink requirements • Distinguish tag source and sink • Define tag source. • State the contents of a tag path

  18. Objective Activity Assessment Evaluate Modify Experimentation Scorecard Determine Analyze Exercise Short Answer Validate Explain Group Fill-in-the-blank Discussion DistinguishMultiple choice Define Hands-on True/False State Tell Systematic Approach – match the following:Objectives, Learning Activity, Assessment Table created by John Taylor, NERC

  19. Enabling Objective Learning Experience Resources / References Assessment Expected Duration Developer Instructor Terminal Objective 2: Given a significant loss of generation (double generator contingency), determine actions required using Real-Time Contingency Analysis results. 30 minutes 60 minutes Wayne John Identify and verify the generation lost indicated by a unit trip alarm on EMS. Wayne Bert Demonstration of verifying significant loss of generation. Simulation of a significant generation loss on DevEMS. DevEMS Alarm Display, Site-over Display, State Estimator, and Outage Scheduler. Trainee verifies and identifies the unit tripped and that ICCP links are up. Example: “Coordinate a system response to a major disturbance” Table created by John Taylor, NERC

  20. NERC PER-005-1 • R1.3. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall deliver the training established in R1.2.

  21. Task: Interpret SCADA generated alarms and information.

  22. NERC PER-005-1 • R1.4. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall conduct an evaluation of the training program established in R1, • to identify any needed changes to the training program

  23. Program Evaluation • not just individual course evaluations • look at qualification program • look at continuing education program • how are new needs identified • how are these needs addressed in training • how effective is training that occurs • what impact on individual performance • what impact on team performance • what measures used

  24. NERC PER-005-1 • R2. Each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall verify each of its System Operator’s capabilities to perform each assigned task identified in R1.1. • at least one time.

  25. NERC PER-005-1 R2.1. Within six months of a modification of the BES company-specific reliability-related tasks • each Reliability Coordinator, Balancing Authority, and Transmission Operator • shall verify each of its System Operator’s capabilities to perform the new or modified tasks.

  26. NERC PER-005-1 • R3. At least every 12 months each Reliability Coordinator, Balancing Authority, and Transmission Operator shall provide each of its System Operators with at least 32 hours of emergency operations training applicable to its organization that reflects emergency operations topics (which includes system restoration) using training, drills, exercises, and hands on training using simulators.

  27. NERC PER-005-1 R3.1. Each Reliability Coordinator, Balancing Authority and Transmission Operator that has operational authority or control over Facilities with established IROLs or has established operating guides or protection systems to mitigate IROL violations shall provide each System Operator with emergency operations training using simulation technology such as a simulator, virtual technology, or other technology that replicates the operational behavior of the BES during normal and emergency conditions.

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