1. UFMP methodology changes in the updated webSAS
February 2015
A video presentation reviewing the webSAS UFMP methodology
changes going into effect March 4th 2015
Craig Williams – WECC Market Interface Manager

2. Why Did We Update the UFMP?
The previous UFMP relief requirement calculation methodology did not take into account the transmission priority on tags when determining relief requirement allocations.
This is not in line with the pro forma OATT.
Order 888
Order 890
Order 713-A and 713-B

3. UFAS Recommendation
After a long period of development the Unscheduled Flow Administrative Subcommittee in March 2012 recommended to the OC and WECC Board that the Relief Requirement calculation methodology be updated and modified to utilize a combination of Transmission Priority and Transfer Distribution Factor to determine Relief Requirement allocations for unscheduled flow events.

4. Three Main Changes to the UFMP
There are now 16 groups of tags based on transmission priority and On or Off-Path status.

5. Three Main Changes to the UFMP
Group 1 – Priority 0 (0-NX) off-path
Group 2 – Priority 0 on-path
Group 3 – Priority 1 (1-NS) off-path
Group 4 – Priority 1 on-path
Group 5 – Priority 2 (2-NH) off-path
Group 6 – Priority 2 on-path
Group 7 – Priority 3 (3-ND) off-path
Group 8 – Priority 3 on-path

6. Three Main Changes to the UFMP
Group 9 – Priority 4 (4-NW) off-path
Group 10 – Priority 4 on-path
Group 11 – Priority 5 (5-NM) off-path
Group 12 – Priority 5 on-path
Group 13 – Priority 6 (6-NN, 6-CF) off-path
Group 14 – Priority 6 on-path
Group 15 – Priority 7 (7-F, 7-FN) off-path
Group 16 – Priority 7 on-path

7. Three Main Changes to the UFMP
Only e-tag schedules with Transfer Distribution Factors (TDF) greater than or equal to 10 Percent are utilized for curtailment.
The effective transmission priority is determined by:
The lowest priority on any leg for Off-Path Tags.
The priority of the On-Path Transmission segment for On-Path Tags.

8. Comparison of Methodology
The USF Task Force evaluated several different USF events to compare the impact of these changes.
To ensure comparability, the MW relief required under the previous methodology was used as the target relief required for new methodology.
The number of tags curtailed and the total amount of MWs curtailed were compared.

9. Event 5637 Action 5640 Path 66 Previous Method Tags Impacted = 94
MW Impact = 1091
Firm Tags = 39
Firm MWs = 518
Relief Required = MWs
Relief Provided = 331.2MWs
New Method
Tags Impacted = 43
MW Impact = 615
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

10. Event 5751 Action 5752 Path 66 Previous Method Tags Impacted = 91
MW Impact = 948
Firm Tags = 31
Firm MWs = 564
Relief Required = MWs
Relief Provided = 357.4MWs
New Method
Tags Impacted = 40
MW Impact = 426
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

11. Event 5779 Action 5801 Path 66 Previous Method Tags Impacted = 88
MW Impact = 849
Firm Tags = 33
Firm MWs = 358
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 43
MW Impact = 523
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

12. Event 5779 Action 5802 Path 66 Previous Method Tags Impacted = 94
MW Impact = 1091
Firm Tags = 39
Firm MWs = 518
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 43
MW Impact = 615
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

13. Event 5779 Action 5803 Path 66 Previous Method Tags Impacted = 64
MW Impact = 449
Firm Tags = 19
Firm MWs = 150
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 36
MW Impact = 310
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

14. Event 5779 Action 5804 Path 66 Previous Method Tags Impacted = 79
MW Impact = 608
Firm Tags = 23
Firm MWs = 197
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 43
MW Impact = 376
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

15. Event 5779 Action 5805 Path 66 Previous Method Tags Impacted = 90
MW Impact = 864
Firm Tags = 30
Firm MWs = 353
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 46
MW Impact = 501
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

16. Event 6378 Action 6381 Path 66 Previous Method Tags Impacted = 54
MW Impact = 459
Firm Tags = 16
Firm MWs = 220
Relief Required = MWs
Relief Provided = MWs
New Method
Tags Impacted = 27
MW Impact = 216
Firm Tags = 0
Firm MWs = 0
Relief Provided = MWs

17. Event 6503 Action 6514 Path 31 Previous Method Tags Impacted = 51
MW Impact = 323
Firm Tags = 38
Firm MWs = 239
Relief Required = 39.1 MWs
Relief Provided = 50.6 MWs
New Method
Tags Impacted = 5
MW Impact = 203
Firm Tags = 0
Firm MWs = 0
Relief Provided = 39.2 MWs

18. Event 7000 Action 7013 Path 23 Previous Method Tags Impacted = 64
MW Impact = 605
Firm Tags = 58
Firm MWs = 597
Relief Required = 56.6 MWs
Relief Provided = MWs
New Method
Tags Impacted = 44
MW Impact = 301
Firm Tags = 37
Firm MWs = 196
Relief Provided = 56.9 MWs

19. Event 7000 Action 7014 Path 23 Existing Method Tags Impacted = 64
MW Impact = 609
Firm Tags = 58
Firm MWs = 601
Relief Required = 69.7 MWs
Relief Provided = MWs
Proposed Method
Tags Impacted = 46
MW Impact = 366
Firm Tags = 38
Firm MWs = 216
Relief Provided = 68.7 MWs

20. Event 7000 Action 7015 Path 23 Previous Method Tags Impacted = 59
MW Impact = 619
Firm Tags = 53
Firm MWs = 586
Relief Required = 83.2 MWs
Relief Provided = MWs
New Method
Tags Impacted = 43
MW Impact = 391
Firm Tags = 38
Firm MWs = 194
Relief Provided = 83.3 MWs

21. Event 7000 Action 7016 Path 23 Previous Method Tags Impacted = 43
MW Impact = 351
Firm Tags = 42
Firm MWs = 333
Relief Required = 35.7 MWs
Relief Provided = 85.0 MWs
New Method
Tags Impacted = 4
MW Impact = 146
Firm Tags = 0
Firm MWs = 0
Relief Provided = 35.0 MWs

22. Event 7120 Action 7127 Path 30 Previous Method Tags Impacted = 49
MW Impact = 443
Firm Tags = 44
Firm MWs = 418
Relief Required = 87.3 MWs
Relief Provided = 86.3 MWs
New Method
Tags Impacted = 24
MW Impact = 242
Firm Tags = 14
Firm MWs = 39
Relief Provided = 87.2 MWs

23. Event 5615 Action 5616 Path 36 Previous Method Tags Impacted = 39
MW Impact = 408
Firm Tags = 36
Firm MWs = 395
Relief Required = 94.2 MWs
Relief Provided = 98.1 MWs
New Method
Tags Impacted = 24
MW Impact = 242
Firm Tags = 14
Firm MWs = 39
Relief Provided = 94.8 MWs

24. Additional Benefits
Under the previous program, we moved from Step 1 to Step 9 depending on the severity of the event. The new methodology has four steps:
Step 1 Path Operator advises the RC of the situation.
Step 2 Path Operator uses available devices to mitigate flows.
Step 3 Coordinated Operation of Phase Shifters.
Step 4 Path Operator requests a specific amount of relief and e-tag curtailments are calculated.

25. Example Previous Process New Method Step 7 Relief Available 100 MWs
Needed relief is 150 MWs.
QTPO requests Step 9
New Method
QTPO requests 150 MW relief

26. Additional Methodology Changes
Once an Event is called, Restricted Transactions will be curtailed to zero after approval.
- Approval allows them to be reloaded if required and follows transmission priority requirements.
Restricted Transactions may bump schedules with lower priority transmission when they are approved.

27. Additional Methodology Changes
Each hour will be a distinct Event
If a Restricted Transaction is for multiple hours, then all hours after the first hour may be able to flow, dependent upon its transmission priority and TDF.
The mathematics have changed to a TDF squared methodology to reduce the amount of tags curtailed in an event.
This will allow business to be conducted on an ongoing basis as compared to the current process uner which hourly transactions are nearly prohibited for the duration of an event.

28. Questions? Go live is scheduled for March 4, 2015
Please direct your questions to:
Craig Williams