Scott Downey Director of Compliance Peak Reliability RC Users Group Sharing Information May 16, 2017 Scott Downey Director of Compliance

Webinar Objectives Begin a dialogue on how Peak can improve the way we share information Provide an overview of peakrc.com and peakrc.org Describe current process for collection and maintenance of external contacts Discuss Sharing Information Survey Provide highlights of the Compliance Impact Stakeholder Engagement Plan

Peakrc.com Peakrc.com - PUBLIC Board and Governance Materials Universal Data Sharing Agreement Procedures/processes – Public Classification Comment forum for documentation under development/revision News and Event Announcements Career Postings

Peakrc.com

Peakrc.org

Peakrc.org Peakrc.org - SECURE

Peakrc.org Peakrc.org - SECURE Real-time displays Real-time Contingency Analysis (RTCA) Study libraries Modeling Data Procedures/processes – Non-Public classification BA/TOP Data Requests Currently no access for non-UDSA signatories (DP-TO-GO-GOP)

Sharing Information – Delivery Issues Current software used for storing external contacts inefficient and inflexible Failed deliveries due to: Contact information out of date Entity firewall blocks communication from Peak

Sharing Information – Issues No defined process or central repository for new contact subscription No defined process for contacts to update their information No mechanism in place to validate contact list First steps Peak beginning list clean up New database software

Sharing Information Survey Objectives: Better understand how stakeholders want to receive and/or access information Gain insight on best practices for contact list management Survey will be 3-6 questions Targeted for distribution June 12 Sent to compliance contacts Entity input required for maximum understanding and insight

Sharing Information Survey Sample Questions: Are you satisfied with the current mechanism of separation for public vs secure materials (.com vs .org)? Should sections of .org be accessible to non-UDSA signatories in order to improve the way secure documentation is accessed? If yes, what type of documentation would qualify?

Sharing Information Survey Should each Member Class representative or entity provide a point of contact responsible to update Peak when contacts change? How often should the contact list be updated? Would your organization be willing to subscribe to email distribution lists?

Compliance Impact Stakeholder Engagement Plan Developing Compliance Impact Stakeholder Engagement Plan Process to assess and identify compliance impacts (internal/external) resulting from development or revision of Peak documentation Engagement process Collaborative Transparent Comment periods

Scott Downey sdowney@peakrc.com 360.213.2314