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Unscheduled Flow (USF) FAQ

(WECC) Why am I getting E-Tag curtailments from my Reliability

Coordinator during USF Events? When I call them they do not know

anything about it!



The NERC Electronic Tag specifications are very explicit about whom and what

type of entity can issue various tag “requests” such as creations, adjustments,

and curtailments.

The WECC USF Procedure allows the Load Serving Entity to make the decisions

regarding which transactions to curtail and how much to curtail each transaction.

Most Load Serving Entities are not considered for Electronic Tag purposes as

having the authority to issue “Curtailments” They can only request “adjustments”

to transactions. These adjustments are considered market based changes and if

they do not meet specific tagging timelines they are automatically denied.

Adjustments made to comply with the USF Procedure are considered as

reliability based curtailments and it is desired to treat the adjustments made via

the WebSAS application the same as any reliability based curtailment. To

facilitate this, the actual E-Tag request generated must come from an entity that

has tag “curtailment” capability. This could be any Transmission Provider, Control

Area, or Reliability Coordinator.

Using the Reliability Coordinator function was the best choice and the least

complicated method for the following reasons:

 There are only 3 Reliability Centers so this minimizes the mapping required.

 The curtailments associated with USF would be unique as Reliability

Coordinators in the WECC do not currently have any responsibility for actions

taken on any tag.

Curtailment issued through WebSAS will appear as though it is a curtailment

issued by one of the 3 reliability centers (but is not). It should be complied with

and implemented as any curtailment from any Control Area or Transmission

Provider.

Any Questions about these curtailments should be directed to the Sink Control

Area or the “Load Serving PSE”, not the reliability coordinators.



(USF)*What is Unscheduled Flow?



All energy transferred over an AC transmission system flows to some extent on

every available electrical transmission line between the source of the generation

and the end user. Yet in nearly all cases it is scheduled on only one transmission

path. The portion of energy that is flowing on these parallel paths where it is not

scheduled is Unscheduled Flow or USF. USF is also known as “loop flow,”

“parallel path flow,” or “inadvertent flow.”

(WECC)*How do I know when the USF Procedure is being used?



If you are a webSAS subscriber and you are running webSAS then there will be

an audible alarm whenever a USF Action is confirmed by a Path Operator.

If you are a webSAS subscriber and also subscribe to OATI's ETS application,

you can configure your alarm preferences to provide an audible ETS alarm

whenever there is a USF Action initiated by a Path Operator through ETS so you

do not have to have webSAS open all the time.

If you do not subscribe to webSAS you will receive notification by WECCNet

messaging system.



I heard webSAS is available on the Internet. What is the link to the

application?



webSAS is available by paid subscription only. To obtain information about a

subscription to webSAS contact Jerry Dempsey at OATI

(Jerry.Dempsey@oati.net).



Why doesn't the WECC use TLR like the Eastern Interconnection?



1) The WSCC Unscheduled Flow Mitigation Plan was developed and

implemented before the Eastern Interconnection developed its TLR

procedure. It is an FERC-filed and approved tariff. The TLR has only

schedule curtailment as a tool to mitigate USF, while the WSCC Plan has

phase shifting transformers (PSTs) as well as schedule curtailment. More

than 35 years of experience with schedule curtailments in the west has

proven them to be expensive and minimally effective. The use of the PSTs to

control USF has allowed us to avoid many hours of schedule curtailment over

the life of the Plan, using curtailment only as a last resort.

2) The physical nature of the EHV transmission system in the WECC is quite

different from that of the Eastern Interconnection. The transmission system in

the West is configured in a large “circular” network or “loop” with major

transmission located on the perimeter. This allows a relative handful of PSTs

to control flows on the loop. The Eastern Interconnection is much more web-

like in structure with no single dominant continuous EHV transmission path. It

would require many more PSTs to control USF in the Eastern Interconnection

to the extent that those in the west can control it.



What is webSAS?



webSAS (Security Analysis System) is a proprietary internet based application

that is used by WECC to analyze, initiate, communicate, and provide compliance

reports for implementation of the Unscheduled Flow Reduction Procedure. It is

available by subscription through the vendor to provide notification of USF

Events, calculate and display required relief, and provide a rapid method of

transaction curtailments.

Is my company required to subscribe to webSAS?



Subscription to webSAS is not required. However due to the large number of

transactions which are in progress at any one time, it is extremely difficult for

many entities to fully comply with the USF Mitigation procedure without some

software application that is linked to the electronic tagging system. Small

companies with limited transactions or infrequent impact on Qualified Paths or

companies that have another entity that agrees to assume responsibility for USF

compliance may receive little benefit from webSAS. Also some large companies

may choose to develop their own application to provide personnel the tools

needed to comply with the USF Procedure.



Why doesn't the Path Operator just curtail schedules until the energy flow

on the path is reduced enough?



All entities scheduling energy on the transmission system contribute to the USF

problem, so all should contribute to the solution. Requiring the Path Operator to

accommodate unlimited amounts of USF would be highly inequitable, shifting the

entire economic burden to those entities scheduling on the Qualified Path. The

Procedure requires the Path Operator to accommodate all USF on the Path

when its own schedules are not being curtailed and up to 5% of Path capability

when actual flow is pushing the limit. This requirement recognizes the fact that

unscheduled flow on an AC network is unavoidable and that everyone benefits

from interconnected operation. So some equitable, coordinated system-wide

procedure is needed to protect the integrity of the Interconnection during

conditions of excessive unscheduled flows. That is why the USF Reduction

Procedure has a significant reliability impact and compliance is included under

the WECC's Reliability Management System.



What is the Unscheduled Flow Reduction Procedure?



The Unscheduled Flow Reduction Procedure is the procedure adopted by the

WECC to relieve actual or potential overload conditions on specific transmission

paths which are susceptible to excessive unscheduled flow. It is applicable for

only seven Qualified Paths at the present time. It can be used only if the cause

of the loading problem is unscheduled flow in the direction for which the Path is

qualified. The Procedure consists of a combination of coordinated actions, which

include use of flow altering devices (Phase Shifting Transformers), schedule

curtailments by parties scheduling on the Qualified Path and ultimately schedule

curtailments by parties scheduling anywhere in the WECC that have an adverse

impact on the Path.

Who is responsible for taking actions per the Unscheduled Flow

Procedure?

 All WECC Members have some role in compliance with the USF Procedure.

 Path Operators are responsible for initiation of the Procedure and are

ultimately responsible for operation of their respective transmission paths.

 The Rocky Mountain Desert Southwest Reliability Coordinator is responsible

for coordinated operation of the phase shifting transformers.

 Any WECC Member that is identified as receiving energy (as the identified

LSE on a NERC Transaction Tag) is responsible for compliance with relief

obligations.



Aren’t Control Areas the only members responsible for actions under the

USF Reduction Procedure?



No. At one time Control Areas and a Member’s marketing services operated as

the same entity. Since the advent of De-regulation, Open Transmission Access

and other Electricity Restructuring, the situation has changed. Schedule

curtailment responsibility formerly belonged to what is now the Sink Control Area

(or Balancing Authority). Now it belongs to the Load-Serving Purchasing Selling

Entity. The PSE is in a position to know where its transactions originate, so can

determine the impact of its USF on the Qualified Paths, and it is the only entity

that knows its options for replacing the curtailed energy if necessary.



What is the difference between Unscheduled Flow and Loop Flow?



There is no difference. The term “loop flow” came into use because the Western

Interconnection used to be configured somewhat like a “donut” or loop, with the

northern Nevada, southern Idaho and western Utah area being the “hole in the

donut.” With the addition of transmission lines across this region over the past

twenty years, “loop” is no longer a good description. Other terms sometimes

used to describe the phenomenon are “parallel path flow” and “inadvertent flow.”

They all mean the same thing.



Where can I find a copy of the WECC USF Reduction Procedure and the

USF Mitigation Plan?



Both documents are on the WECC website on the Unscheduled Flow page. On

the WECC home page (www.wecc.biz), click the ”Oft-Requested Documents”

drop-down list and select the Unscheduled Flow link. Both documents are

located near the bottom of the first page, along with a USF Training Document.



I have webSAS. How do I know if I need to adjust a schedule?

Whenever the Path Operator issues a USF Procedure step 1-9, all webSAS

users will receive and audible alarm. The user will open webSAS to the USF

procedure report

What is a TDF?



TDF stands for Transmission Distribution Factor. It is a decimal number,

frequently displayed as a percentage, that indicates what portion of a transaction

between a source and sink will flow over a specific Qualified Path.

For example, for Qualified Path X if a transaction between source A and source

B has a TDF of .45 (45%), then for a 100 MW transaction between A and B, 45

MW will flow on Path X and 55 MW will be distributed among all other parallel

paths.



Why are all the times in Pacific Standard Time? Even during Daylight

Savings time? This is very confusing!



The original specification for the webSAS application stated that time calculations

would be performed in Pacific Standard Time so that a single consistent time was

used. Prior to webSAS all messages were sent out with time specified in Pacific

Prevailing Time. Other time zones had to convert to their local times. The

confusion caused by using Pacific Standard Time was not foreseen and a

change has been initiated to provide messages in Pacific Prevailing Time and to

allow users to display their own time zones on the webSAS application:

The conversion needed if you are not a webSAS subscribers implemented is as

follows:



EST=PST +3

EDT=PST +4

CST=PST +2

CDT=PST +3

MST=PST +1

MDT=PST +2

PDT=PST +1

If a USF Procedure is issued effective 0200 PST and you are currently on CDT

then your effective time is (0200 + 3) = 0500 CDT



Where can I find my Relief Requirement?



If you subscribe to webSAS, the USF Procedure Report. If not, the SUMMARY

OF CURTAILMENT ACTIONS table on page 12 of the Unscheduled Flow

Reduction Procedure, in combination with the TDF matrix for a Qualified Path will

allow you to calculate it. The matrix will tell you the percentage of your schedule

flowing on the Qualified Path. Enter the table with that percentage to see what

percentage reduction in your schedule you are expected to make. The amount

of relief provided will be the amount of curtailment times the TDF. This is the

relief you are expected to provide, whether you choose to curtail the subject

schedule, curtail another schedule by a greater amount, increase a counter

schedule, or use a Controllable Device to reduce the flow on the Qualified Path.

I have a schedule on a DC transmission line. Why does it still have a relief

requirement?



Remember that the energy must flow over the AC system from the generating

source to the DC converter station. Depending on the electrical distance

involved some amount of the transaction may flow over one or more of the

Qualified Paths. If it is enough to qualify for curtailment (i.e., 10% or more), it will

have a relief requirement.



Can I create a new transaction after a USF Event is declared?



Yes, if it has no contribution to USF in the prevailing direction on the Qualified

Path experiencing the event. You may create a transaction whose USF on the

Qualified Path is in the direction opposite the problem, thus unloading the Path.

Or you may implement a schedule on the Qualified Path in the direction opposite

the prevailing flow. But you cannot create a new transaction that contributes to

USF on the Qualified Path in the direction of the problem.



Can I change a transaction after a USF Event is declared?



What is a USF Action? How is it different from a USF Event?



I don't have any thing to do during a Step 1, 2, or 3. Why am I seeing these

messages?



There is a USF Event and I think I have transactions on the Qualified Path.

What should I do?



Be prepared for possible curtailments if the Path Operator must reduce

schedules on the Path to accommodate USF. You will not have to curtail the

transactions to reduce USF because their contribution to the Path flow is

scheduled flow, not unscheduled flow.



My Provided Relief is negative. What should I do?

When your Relief Provided is negative, this indicates you have increased a

contributing schedule and/or curtailed a counter schedule subsequently

increasing USF on the constrained path. If your Relief Provided is negative, you

will need to curtail a contributing schedule equal to or greater than the negative

relief provided.



What is an alternate action?

In the situation where an entities PST is being operated such that actual flow

equals scheduled flow (holding schedule), there will be zero unscheduled flow on

the constrained path and the schedule would be exempt from curtailment.

Another alternative action would be to increase internal generation that would

reduce USF equivalent to the entities relief requirement. A third alternative

option would be to increase a counter schedule reducing USF on the constrained

path equal to the relief required.



What are E-Tag Adjustments?

E-Tag adjustments are adjustments to E-tags outside of webSAS that cause an

increase or decrease in USF on the constrained path.



What are webSAS adjustments?

WebSAS adjustments are E-tag adjustments implemented in webSAS that

effectively increase or decrease USF on the constrained path.



What is the difference between "Accommodation" and "Contributing

Schedule" Curtailments

During those time periods when there is or it is anticipated that there will be a

scheduling limitation due to USF on a Qualified Transfer Path, the Transfer

Path Operator and those Members scheduling across the Qualified Transfer Path

are required to accommodate a minimum level of USF. Such USF

Accommodation will be achieved by ensuring that the Scheduled Flow across the

Qualified Transfer Path is reduced below the then available Transfer Limit by the

amounts specified in the USF Reduction Procedure.


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