Not OK to Test IF the request cannot be accommodated, RESPOND via e-mail or fax to the requesting similar to the following: “ERCOT cannot accommodate the request for the following reason(s) : <List reasons>”. __________________ Supervisor) Approved Resources to be ONTEST Approval As Resource tests are approved, update “Approved Unit Tests” spreadsheet located on the System Operations SharePoint. All operators will be able to view the list to determine which resources are approved to use the status of ONTEST. In Service Approval (or Approval to Energize) 1 IF: A TO or QSE makes a request to energize new or relocated equipment; THEN: Review notification provided by Operations Support Engineering, Approve the request if notification has been provided; IF: The equipment has not been approved by Operations Support Engineering, THEN: Delay the request and notify Operations Support Engineer. Ancillary Service Testing Coordination 1 Ancillary Service Qualification Testing will be done in coordination with Operations Analysis and EMMS Production Support. IF: A QSE requests an Ancillary Service Qualification Test; VERIFY: A Wholesale Account Manager is in the notification or instruct the QSE representative to notify Wholesale Account Manager to start the process. 2 The coordination of the testing times will be between System Operations, Operations Analysis and EMMS Production Support. When contacted by Operations Analysis: Wholesale Account Manager will notify QSE of scheduled test, Ensure reliable conditions exist at all times. Log Log all actions.
Issues IF: Any TO reports an due to the GMD event; THEN: Send e-mail to the following with the details Operations Analysis Operations Support Shiftsupv Gas Restrictions 1 Once notified by a QSE of gas restrictions Send an e-mail to “Gas Company Notifications”. This will notify all appropriate ERCOT staff. 2 Determine: If the gas restriction could impact electric power system adequacy or reliability, THEN: Proceed to “Reports” procedure for NERC/DOE reporting requirements, AND Consider fuel switching for the generation that has this capability This data can be viewed at ERCOT SharePoint > System Operations – Control Center > Quick Links > Fuel Oil Capability Remedial Action Schemes (RAS) IF: A Monthly RAS report is received by e-mail; THEN: Forward reports to: OPS Support Engineering Shift Supervisors
Control Room conditions Market conditions System conditions Human Performance QSE input and communication TO input and communication ERCOT internal support and communication Shift communication and team work 4 A preliminary report is due within three days. The report should include: A summary The chain of events and/or decisions that produced the outcome The most root cause Recommended steps to prevent future events from occurring. 5 Forward the report and related information to the Manager, System Operations and/or Designee; keep one for the later discussion. 6 The Manager, System Operations and/or Designee will review the report with the appropriate ERCOT staff and Shift Supervisor to identify the cause and recommend corrective action. 9. Interpersonal Communication 9.1 Interpersonal Communication Devices Procedure Purpose: To define the Interpersonal Communication capability devices as well as the Alternate Interpersonal Communication capability devices. Protocol Reference Guide Reference NERC Standard COM-001-3 R1, R1.1, R2, R2.1, R3, R3.3, R3.4, R3.6, R4, R4.4, R5, R5.2, R5.3, R5.4, R6, R6.2, R12 Version: 1 Revision: 4 Effective Date: December 28, 2018 Step Action Interpersonal Communication Interpersonal Communication is defined as “Any medium that allows two or more individuals to interact, consult, or exchange information”. This is referring to voice only, not data. There is internal Interpersonal Communication capabilities between ERCOT’s Control Centers. Interpersonal Communication is classified as the following devices:
7.6 8.3 8.6 9.2 10.1 10.2 11.0 1.0 / 4 1.0 / 2 1.0 / 1 1.0 / 6 1.0 / 2 1.0 / 5 1.0 / 1 Updated step 2 Updated procedure Deleted Notice Builder Updated step 3 Updated step monitor, step 4 Building Security and Fire Alarms and step 3 Failure of the Emergency Generator Updated procedure Review New Communications from Manager and/or Control Room Operations Manager and step 4 Implement ERCOT Personnel and Company Standards 3.3 3.4 6.1 1.0 / 7 1.0 / 5 1.0 / 14 Updated all steps Added 1st Note, deleted 2nd & 3rd Notes, Management Notification, updated QSE Notification, TO Notification Updated step Update Report June 1, 2013 4.1 5.1 6.1 10.2 1.0 / 4 1.0 / 2 1.0 / 15 1.0 / 6 Updated Ancillary Service Testing Coordination and added Coordinated Reactive Tests Added MISO Updated PUCT Daily Report & step 1 on NERC and DOE Reporting and added Note to NXT Notification Requirements Updated 1st Note and step #3 on Building Security and Fire Alarms July 15, 2013 3.4 4.1 6.1 7.3 1.0 / 6 1.0 / 5 1.0 / 16 1.0 / 5 Updated QSE Notification, TO Notification & Send E-mail Updated Coordinated Reactive Added 7-Day Outlook, updated Event List on Texas RE Event Reporting & step 2 on Disturbance (GMD) Updated August 9, 2013 3.3 1.0 / 8 Removed HHGT TO reference August 30, 2013 3.3 3.4 4.1 4.2 5.3 5.4 5.6 5.7 6.1 7.6 1.0 / 9 1.0 / 7 1.0 / 6 1.0 / 10 1.0 / 6 1.0 / 1 1.0 / 4 1.0 / 3 1.0 / 17 1.0 / 5 Updated step 1 and Log Updated step Log Updated step Log Updated step Log Updated step 4, Planned Outage, Forced Outage and added Log Updated step Log Updated step Log Updated step 1 and Log Updated step Update Report, TRE Reporting changed to Event Analysis Report and event list updated, and NERC and DOE Reporting updated Added step Issues and updated Log Updated step 3 and added Log December 13, 2013
9.3 1.0 / 12 Updated 1st Weekend of Every Month October 31, 2017 6.1 7.1 8.6 1.0 / 31 1.0 / 6 1.0 / 4 All procedures in this manual have been reviewed Updated PUCT Daily Report step Update Report Updated System Disturbance step NERC Updated Root Cause Analysis step NOTE December 28, 2017 6.1 7.2 9.3 10.2 1.0 / 32 1.0 / 13 1.0 / 13 1.0 / 13 Updated NERC and DOE Reporting OE-417 Reporting Events Updated Checklist Added Form an Email steps Updated step 1 & 2 February 28, 2018 6.1 10.2 1.0 / 33 1.0 / 14 Updated NERC and DOE Reporting step OE-417 Reporting Events Updated Title & EMS Alarm Heartbeat, Dynamic Rating, SCED Status, EMBP, SE, RTCA or RLC Alarms steps note and Monitor March 30, 2018 2.2 7.2 7.3 1.0 / 5 1.0 / 14 1.0 / 8 Updated procedure purpose Updated Checklist Updated Checklist May 1, 2018 5.5 1.0 / 8 Update EEA and Switchable Generation Resource May 31, 2018 3.2 6.1 7.2 9.3 9.4 1.0 / 9 1.0 / 34 1.0 / 15 1.0 / 14 1.0 / 5 Added step 2 & Log, updated step 3 and renumbered 2, 3 &4 Deleted 7-Day Outlook Report Updated Checklist Multiple changes to clarify the roles and responsibilities Updated August 31, 2018 5.5 6.1 1.0 / 9 1.0 / 35 Removed Monticello RAS Removed Reportable Balancing Contingency Event from the PUCT Daily Report update and updated step 1 on the ERCOT Morning Report October 1, 2018 6.1 1.0 / 36 Updated PUCT Report November 1, 2018 9.1 9.2 9.3 1.0 / 4 1.0 / 2 1.0 / 15 Updated Alternative Interpersonal Communication Updated step 1 & 2 Clarified notification times All procedures in this manual have been reviewed December 28, 2018 7.2 1.0 / 16 Updated Checklist January 31, 2019