OPERATIONS TRAINING WORKING GROUP MEETING MINUTES

August 6, 2015

WebEx

The Operations Training Working Group met on August 6, 2015. The following were the main topics of discussion:

Antitrust Admonition:

The Antitrust Admonition was delivered.

NERC ILA Seminar

Brenda Boline with NERC explained upcoming NERC webinar on ILA production scheduled for 5/23/16. Details from Brenda’s original e-mail as forwarded by Kelly Blackmer below:

Classroom Planner

Design Guide for Classroom Training

Class Subject / Length (hr)
Provider Workshop / 7-8
RBT / Question / Addressed
2 / How is the program criteria reflected on the ILA form? / 2
5 / What should a completed ILA form look like? Objectives? LAC? / 3
3 / How do I complete my ILA? / 4
3 / What qualifies for CEH? / 5
2 / In what areas do reviewers find the most need for corrections or revisions? / 6
2 / How does the audit process work? / 7
1 / What documentation is needed for audits? / 8
3 / As a provider, how do I use SOCCED? / 9
3 / How can I locate information on the NERC website? / 10
Learning Objectives
Recognize, at an overview level, the interconnected processes, structures, and documentation associated with the NERC Continuing Education Program.
Compare the elements of the ILA form to the criteria found in the Continuing Education Administrative Manual.
Given a course topic; a list of questions the course should address; and, suggested instructional methods, complete an ILA using the program criteria.
Critique sample ILA forms and revise as needed to more completely conform to the program criteria.
Critique sample ILA forms and revise as needed to more completely conform to the program criteria.
Review questions and feedback from reviewers on course audits and ILA reviews.
Recognize appropriate documentation for each audit level.
Review program criteria and documents addressing course audits.
Locate and apply the Provider User Guides to complete typical provider tasks.
Given a list of items, locate these items on the NERC web site.
Segment / Method / Activity / Duration / Timeline
Lunch / 60 / 12:00 – 1:00
Introduction / Safety Instructions
Public meeting/Anti-trust guidelines
Introductions / 20 / 1:00- 1:20
Obj 1 / Overview of NERC CE Program – Presentation / 10 / 1:20 – 1:30
Obj 2 / Walk through of the ILA form / 40 / 1:30 – 2:10
Obj 3 / Exercise 1 – Given a resource package, prepare an ILA applying the program criteria / 50 / 2:10 – 3:00
BREAK / 15 / 3:00 – 3:15
Obj 4 / Exercise 2 – Review sample ILAs and identify good ideas and items to revise. / 30 / 3:15 – 3:45
Obj 5 / Exercise 3 – Recognized Operator Training Topics / 60 / 3:45 – 4:45
Summarize and Review / 15 / 4:45 – 5:00
END DAY 1
Breakfast / 60 / 7:00 – 8:00
Recap Day 1 / 15 / 8:00 – 8:15
Obj 6 / Review course feedback - Presentation / 30 / 8:15 – 8:45
Obj 7 / Review sample audit packages - Presentation / 20 / 8:45 - 9:05
Obj 8 / Exercise 4 – Prepare documentation for each level of audit from a resource package / 40 / 9:05 – 9:45
Obj 9 / Review available User Guides, new SOCCED interface, and new ZenDesk tools. / 20 / 9:45 – 10:25
Obj 10 / Demo – Tour of the NERC website / 20 / 10:25 – 10:45
Summarize and Review / 15 / 10:45 – 11:00
END DAY 2

GRIDEX Update

Explanation of the drill with Brenda Boline from NERC. It will be cyber or physical attacks or both depending upon participant desire. There are two levels of participation and the level of participation determines what type of input a given entity has in the drill. NERC will provide a generic ILA that can be modified for the use of individual companies. That template will be sent out to all registered GRIDEX participants that are also approved in the SOCCED as CE providers.

Blackstart Training Update:

The 2016 Blackstart training dates are:

Dry Run- January 12-14

Session1 – February 2-4

Session2 – February 9-11

Session3 – February 16-18

Session4 – February 23-25

Session5 – March 1-3

Session6 – March 8-10

Special Session – March 15-17

Bad Weather Make up – March 22-24

2017 Blackstart training will be by participant remote login to the ERCOT simulator

2016 Operations Seminar Update

CE total will be in the range of 15.

Presentations/Presenters are:

Topics/Duration/Presenter:

  • ERCOT CEO Perspective/1h-Trip Doggett
  • Summer Weather Outlook 2016/1h-Chris Coleman
  • System Planning Updates/1h - ERCOT System Planning
  • Voltage Control Updates/1h - Brad Calhoun
  • Reliability/Secure Operations/TO-GO-QSE/3h - ERCOT SO Training Dept
  • Cyber/Physical/1h - Ann Delenela group
  • Communications/1h - ERCOT SO Training Dept
  • Market Role/1h - ERCOT
  • Congestion Management/SCED/1h - Chad Thompson group
  • Transmission Generation Protection/2h - Steve Rainwater/Billy Lee/Matt Carter
  • Lessons Learned – Washington DC/1h-Erik Johnson
  • Situation Awareness/2h-Mike Legatt

(15) CEHs – no breakout sessions

2015 Winter Storm Drill:

9/4/15 is the deadline for submitting drill scripts to ERCOT and training plans to TRE. Drill will be conducted on the ERCOT simulator via remote login.

PER-005-2

Eric Johnson gave synopsis of recent NERC webinar. NERC will leave it up to individual entities as to what positions fall under the auspices of R5. Key is to have a process that documents how the positions were picked that require training. Two ways of accomplishing this goal were given in the webinar: 1) Surveys or questionnaires where people potentially meeting the definition of “Operations Support Personnel” are queried as to how they interface with real-time operations, or 2) Matrix job positions in a given organization against the R-R task list.

A question was asked as to the SOL process. Kelly Blackmer gave the answer that TDSP’s set the ratings on equipment and then ERCOT uses that info to determine SOL’s.

ERCOT Fundamentals Re-write:

Kelly Blackmer will send out a Word version of the manual to facilitate editing. Decision was made to hold regular conference calls or WebEx’s as appropriate on the project. Also, group will set deadlines for various components of the entire process. First conference call is 1000 on 8/12/15. Future dates will be set during that meeting.

New Business:

Tom Fox is bringing in SOS International for a train-the-trainer workshop in Austin from 9/15/15 thru 9/17/15 at the Holiday Inn off of Hwy. 290 in Austin. Details are as follows:

Kathy Cross

Account Manager


Direct: 704.815.7909

Mobile: 704.607.5899

Systematic Approach to Training v1.0 (CL01248)

Additional Class Details

September 15-17, 2015
8am - 5pm

Location - Hosted By:
Cross Texas Transmission
4892 Hwy 290 (Holiday Inn)
Sunset Valley (Austin), TX 79735

Lodging:
Class is being held at the Holiday Inn Express
512-891-9500
4892 Hwy 290
Sunset Valley, TX 79735
Discount room rate available mention Cross Texas Transmission class.
Local Contact(s):
contact:
Thomas Fox
512-982-5802
Registration Contact:
SOS Intl
877-SOS-INTL (877-767-4685)
Tuition:
$1,200.00

David Penny announced that TRE will be holding its annual generator weatherization workshop on 9/1/15. Link to details is:

NERC Situational Awareness Conference is in Austin at ERCOT Met Center 9/29 and 9/30. Info is copied below:

Industry Webinar
Project 2009-02 Real-time Monitoring and Analysis Capabilities
August 11, 2015 | 1:00 – 2:00 p.m. Eastern /
Click here forWebinar Registration
Dial-in: (855) 655-9244 | Conference ID Code: 92603831 | Broadcast Audio Available
Background
In April 2015, the Standards Committee appointed a Standards Authorization Request (SAR) Drafting Team for the purpose of resuming Project 2009-02 Real-time Monitoring and Analysis Capabilities. This project originated in 2009 in response to work done by the NERC Operating Committee's Real-time Tools Best Practices Task Force (RTBPTF). Formal development was paused in 2011. This project aims to address situational awareness issues relevant to real-time monitoring and analysis of the Bulk Electric System (BES).The SAR Drafting Team developed a SAR with proposed scope for standards development, incorporating recommendations from the 2008 RTBPTF Report, the 2011 Southwest Outage Report, FERC directives, and other inputs. The SAR is posted for stakeholder comment until 8 p.m. Eastern, August 17, 2015.
The SAR Drafting Team leadership will discuss the SAR and take questions using webinar chat. Further information is available on the project page.
For more information or assistance, contact Senior Standards Developer, Mark Olson (via email) or at (404) 446-9702.
3353 Peachtree Road NE
Suite 600, North Tower
Atlanta, GA 30326
404-446-2560 |

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