LAR Data Collection Manual

LAR Data Collection Manualii

2016 Loads and Resources Data Collection Manual

WECC Staff

January 2016

155 North 400 West, Suite 200

Salt Lake City, Utah 84103-1114

Western Electricity Coordinating Council

LAR Data Collection Manualii

Contents

Introduction 1

Reporting Responsibility 1

Balancing Authority Responsibility 2

Non-Balancing Authority Entity Responsibility 2

Manual Overview 2

NERC Long-Term Reliability Assessment and Special Assessment, and WECC Seasonal Assessment Information Requirements 2

Data Confidentiality 3

Data Submission 3

LAR Data Contacts 4

Reliability Assessment Work Group 4

Questions or Comments 4

Section 1 — Excel Workbook 5

Workbook Structure 5

Time Zone Reporting 6

Data Reporting 6

Data Checking 6

Data Error and Need for Clarification 7

Section 2 — Existing and Planned Generation Reporting Instructions 8

Data Reporting Process 8

Existing Generation and Generation Additions Data: Facility Record Format 10

Section 3 — Input Guide for Peak Demand, Demand-Side Management, Energy Loads, and Resource Outage Instructions 19

Load Data (Codes 1, 2, and 3) 20

Unavailable Capability Data 22

Actual Peak Demand Loads, DSM, Outage Data, and Distributed Generation Code Definitions 23

Estimated Peak Demand Loads, DSM, Outage Data, Distributed Generation, Energy Efficiency, and Standby Demand Code Definitions 24

Actual and Estimated Peak Demand Loads Coding Data Record Format 26

Energy Load Instructions 27

Actual and Estimated Energy Loads Coding Data Record Format 27

Section 4 — Reliability and Supply Assessments 28

Actual Generation 28

Transfer Path Capabilities 29

Transfer Path Capabilities Coding Data Record Format 29

Regulating Reserves 30

Section 5 — Miscellaneous Data 31

Hourly Demand 31

Hourly Hydro Production 32

Hourly Wind Production 33

Hourly Solar Production 33

Projected Transmission Line Additions 34

Projected Transformer Additions 39

Appendix A — Modeling Area to Zones 1

Appendix B — Glossary for LAR Data Collection Manual 1

Appendix C — WECC Balancing Authorities 1

State/Province Abbreviations 2

Appendix D — WECC Criteria for Uniform Reporting of Generator Ratings 1

Western Electricity Coordinating Council

LAR Data Collection Manualii

Introduction

The Western Electricity Coordinating Council (WECC) Data Collection Manual (Manual) provides instructions for reporting various loads and resources information that WECC requests from all Balancing Authorities (BA) in the Western Interconnection. The information is used for a variety of analytic activities and reporting purposes. Portions of the WECC Loads and Resources (LAR) information are used by the North American Electric Reliability Corporation (NERC) in reliability assessment reports.[1] The information is also the basis for the resource adequacy evaluation contained in WECC’s State of the Interconnection[2] report and Power Supply Assessment (PSA).[3]

Portions of the information are reported by NERC to the U.S. Department of Energy’s (DOE) Energy Information Administration (EIA) in satisfaction of its Form EIA-411 filing requirements.[4] Annual filings are submitted to NERC under NERC’s Standards and Guides compliance templates, according to NERC Rules and Procedure Section 800.[5]

Reporting Responsibility

Pursuant to the WECC bylaws section 2.1.6 and 4.6.11[6], as outlined in the WECC Information Reporting Policy – Exhibit A[7], it is required that WECC BAs, Load-Serving Entities (LSE), or other WECC Members provide, and update as necessary, the data listed below:

·  Actual year hourly demand data;

·  Existing generation;

·  Planned generation;

·  Projected and actual demand reduction data;

·  Projected peak demand;

·  Projected energy forecasts;

·  Scheduled peak hour outages;

·  Actual year peak hour outages;

·  Other data collected in support of the annual WECC PSA and Seasonal Assessments, and the NERC Long Term Reliability Assessment (LTRA).

Balancing Authority Responsibility

The LAR information is for the entire Balancing Authority Area (BAA) including both member and nonmember entity and is to include the BA’s information as well as the information for all non-BA entities within the BAA. The non-BA entity information includes planning information such as generation additions, load forecasts of LSEs, and scheduled maintenance outages. The non-BA entities are responsible for reporting their organizations’ information to the BA and for developing appropriate data collection procedures to ensure that all requested information is provided to the appropriate non-BA entities and that there is no duplication or double reporting of the information. In developing its actual and forecast demand values, each LSE shall count peak demand and energy load only one time on an aggregated and dispersed basis. The demand, net energy for load, and controllable Demand-Side Management (DSM) supplied for this data collection request shall be consistent with the demand, net energy for load, and controllable DSM supplied in response to the eleven annual Power Flow Base Case data requests.

Non-Balancing Authority Entity Responsibility

Non-BA entities are responsible for responding to BA requests for planning information such as generation additions, load forecasts, and scheduled maintenance outages.

Non-BA entities may designate reporting contacts within their organizations. The designated reporting contacts will be asked to provide the requested information to the WECC staff by the established due date and to answer questions that may arise concerning that information.

Manual Overview

This Manual consists of five main sections and four appendices. Section 1 – Excel Workbook consists of an explanation of pages and terms found in the Excel workbook. Section 2 – Existing and Planned Generation Reporting Instructions and Section 3 – Peak Demands, Energy Loads, and Resource Outages Instructions contain directions for the input of the described data. Section 4 – Reliability and Supply Assessments and Section 5 – Miscellaneous Data contain the reporting instruction for data used to improve the accuracy and performance of the production model and to satisfy NERC’s Form EIA-411 filing.

NERC Long-Term Reliability Assessment and Special Assessment, and WECC Seasonal Assessment Information Requirements

The LTRA data is primarily gathered through the WECC LAR data requests. Additional information and/or narrative questions for the NERC LTRA and Special Assessments, as well as the WECC Seasonal Assessments may be requested from the BAs in a separate data request.

Data Confidentiality

The WECC Reporting Policy[8] and the WECC Information Sharing Policy[9] addresses the confidentiality procedures for LAR data.

The following information shall be Public Information under the WECC Information Sharing Policy and not restricted.

·  Existing generation list

·  Planned generation list

·  Projected peak demand (years 4-10)

·  Projected energy forecasts (years 4-10)

·  Scheduled peak hour generation outages (years 4-10)

·  Actual year peak hour generation outages

The following types of information are considered Transmission Function Information under the FERC Standards of Conduct and may also be Confidential Information under Section 1500 of the NERC Rules of Procedure or the WECC Confidentiality Policy. This information may only be shared with persons (1) in accordance with the FERC Standards of Conduct, (2) who, at the discretion of WECC, have demonstrated a legitimate need, and (3) who have executed an NDA.

·  Projected peak demand (years 1-3)

·  Projected energy forecasts (years 1-3)

·  Scheduled peak hour outages (years 1-3)

The following information shall be Information Not Shared Externally and may be Confidential Information under Section 1500 of the NERC Rules of Procedure or the WECC Confidentiality Policy, Transmission Function Information under the FERC Standards of Conduct or otherwise restricted. Due to the nature of this information and/or any applicable restrictions, this information may not be shared externally. The WECC CEO can approve exceptions allowing for the sharing of this data unless otherwise prohibited.

·  Actual year hourly demand data (collected under the Information Reporting Policy)

o  WECC may make this information public when it has been made public by FERC

Data Submission

The data must be submitted to WECC by the first Friday of March.

The completed Excel workbook and updated contact list should be sent via email to on or before the due date. Since BAs are responsible for reporting data from non-BA entities within their respective areas, BAs should establish earlier dates for collecting coordinated future year data from the non-BA entities.

LAR Data Contacts

Data reporters can assure timely communication from WECC regarding all LAR data request by updating and returning the LAR Data Contact list provided with the first LAR data request. Changes throughout the year can also be submitted to .

Reliability Assessment Work Group

WECC staff encourages LAR data reporters to participate in the Reliability Assessment Work Group (RAWG). The RAWG provides a forum for stakeholder involvement and industry input into the use of LAR data for resource adequacy and reliability assessments, particularly the WECC PSA. To be added to the RAWG mailing list email . More information can be found on the WECC website at wecc.biz/RAWG.

Questions or Comments

Questions on data reporting, or suggestions for improving the Data Collection Manual, should be directed to WECC staff, Dick Simons at or Layne Brown at .

Western Electricity Coordinating Council

LAR Data Collection Manual: Section 1 — Excel Workbook5

Section 1 — Excel Workbook

An Excel workbook is used for the LAR data reporting. The workbook contains data that must be updated and, as needed, have projections added. The workbook is rather large and will work best if automatic calculation is turned off.

Workbook Structure

The following table is a summary of the worksheets for data entry and data checking. The data input tabs have been color coded in the workbook and table below to assist with easy identification. Section 2 and Section 3 tab names are highlighted blue, Section 4 tab name are highlighted grey, and finally Section 5 tab names are highlighted peach.

Table 1 - Workbook Structure

Worksheet / Description /
Dashboard / Used to hold pertinent information about the represented area, and to provide feedback regarding the status of the input data.
Gen_Exist / Data input sheet for existing generation information.
Gen_Add / Data input sheet for generation additions information.
Peak_Data / Data input sheet for the “peak” data, including peak loads, and outages.
Energy_Data / Data input sheet for energy load information.
Growth / A data checking form for load growth.
Load_Diff / A data checking form for month-to-month load differences.
Actual Generation / Data input sheet for the actual net generation generated within the BAA and delivered to the grid in MWhs from all fuel type resources.
Paths / Data input sheet for transmission paths between modeling areas.
Regulating Reserves / Data input sheet for regulating reserves information.
Hourly Demand / Data input sheet for hourly demand for actual year.
Hourly Hydro / Data input sheet for actual hourly hydro generation information reported on separate sheets for Run of River, Pump Storage, and Storage generation, as needed.
Hourly Wind / Data input sheet for actual hourly wind generation information.
Hourly Solar / Data input sheet for actual hourly solar generation information.
Projected Transmission / Data input sheet for projected transmission additions/changes.
Projected Transformer / Data input sheet for projected transformer additions/changes.

Time Zone Reporting

The Dashboard has a location (E6) to report the time zone of reported information. This is the time zone used to report all hourly demand and generation data. Use the drop down list provided to report either Pacific or Mountain Time.

Data Reporting

The descriptions of the data input sheets and detailed instructions are presented in Sections 2 through 5 below. There should not be any blank rows or cells in the final versions of the data input sheets.

Data Checking

One of the goals of this workbook is to improve the accuracy of the data submittals. This should help to meet the NERC deadlines for forwarding the WECC information. The following data checks should be used to validate the data and locate data inconsistencies.

1. Dashboard – embedded in thirteen of the worksheets[10] are checks to verify that the data entered matches acceptable values. The data checks are initiated by clicking on the “Click to Check Workbook” box on the Dashboard sheet, and checks that all data reported in cells with drop down boxes are acceptable options. Data entries on the worksheets that should be investigated are circled in red and the Dashboard worksheet displays a count of potential errors for each worksheet. The data checking process turns off the Auto Save function so it is recommended to periodically manually save your work. However, saving will remove the error checking circles so you will need to reinitiate the data checking process. Also, when saving the workbook a Compatibility Checker box will be displayed. Click on the “Continue” box as all data checks will be re-established each time the workbook is opened. Contact WECC staff with any data validation questions.
2. Load Growth – the {Growth} worksheet lists the annual changes in peak demands and energy loads (% Growth rows) and highlights in yellow year-to-year load growth changes that exceed ± 1% (% Difference rows). An explanation is required for each of the highlighted ‘% Difference’ load growths. The purpose of this data check is to identify the causes of unusual patterns in BA load forecasts that may be the result of the addition or deletion of major loads (e.g., startup or shutdown of a large industrial facility). Explanations regarding load changes from the current Actual Year load to the First Future Year forecast load should include references to the actual weather conditions experienced during the current Actual Year.
3. Load Differences – the peak demand and energy load pattern is expected to repeat each year, with some growth from year to year. The differences in the monthly loads from year to year are presented in the {Load_Diff} worksheet.

Data Error and Need for Clarification

WECC staff will contact a BA should the data checking process reveal a potential error or the need for clarification, detailed explanation, or both in the LAR data submitted in the BA’s workbook. If the data checking process reveals the need for the BA to provide comments regarding the LAR workbook data (e.g., certain changes in growth rates exceed pre-defined ranges), WECC staff will contact the affected BA. WECC staff will not make significant data changes without notifying the BA affected by the change.

Western Electricity Coordinating Council

LAR Data Collection Manual: Section 2 — Existing and Planned Generation Reporting Instructions8

Section 2 — Existing and Planned Generation Reporting Instructions

As discussed in Section 1 — Excel Workbook, each BA receives a workbook containing data to be updated. Section 2 provides instructions for updating the existing generation {Gen_Exist} worksheet and the generation addition {Gen_Add} worksheet. The data are updated by changing the information presented in the worksheets for the BA. The changes should make the information current as of December 31 of the Actual Year and, for BAs in the United States, should be consistent with the data reported to the DOE in Form EIA-860.