INT-009-2.1: Implementation of Interchange

Purpose
To ensure that Balancing Authorities implement the Interchange as agreed  upon in the Interchange confirmation process.

Applicability
4.1. Balancing Authority.

Effective Date
See implementation plan. [Project 2008-12 Coordinate Interchange Standards  Implementation Plan – Available here -LW]

Background
This standard was revised as part of the Project 2008-12 Coordinate Interchange Standards effort to combine requirements from the various INT standards into a fewer number of standards and in a logical sequence. The focus of INT-009-2 continues to be the Balancing Authority to Balancing Authority Interchange confirmation process for Interchange Transactions prior to their implementation.

The Requirements in INT-009-2 have been expanded to include previous Measures from INT-009-1 and acknowledge Dynamic Schedules and Pseudo-Ties.  A new term “Composite Confirmed Interchange” has been introduced.  The content of INT-009-2 has been revised and expanded in the following manner:

  • R1 was combined with INT-003-3 R1 and modified to ensure that a Balancing  Authority agrees to a Composite Confirmed Interchange with each of its Adjacent Balancing Authorities.
  • R2 was created to ensure that Adjacent Balancing Authorities incorporating a Pseudo-Tie agree to a common source for their Actual Net Interchange term for their ACE controls.
  • R3 was created by revising R1.2 from INT-003-3. This requirement ensures that the Balancing Authority that controls a high-voltage direct current tie coordinates the Confirmed Interchange.

Requirements and Measures
R1. Each Balancing Authority shall agree with each of its Adjacent Balancing Authorities  that its Composite Confirmed Interchange with that Adjacent Balancing Authority, at mutually agreed upon time intervals, excluding Dynamic Schedules and Pseudo-Ties and including any Interchange per INT-010-2 not yet captured in the Composite Confirmed Interchange, is:  [Violation Risk Factor: Medium] [Time Horizon: Real-time Operations]

1.1. Identical in magnitude to that of the Adjacent Balancing Authority, and

1.2. Opposite in sign or direction to that of the Adjacent Balancing Authority.

M1. The Balancing Authority shall have evidence (such as dated logs, voice recordings, electronic records, or other evidence) that its Composite Confirmed Interchange, excluding Dynamic Schedules and Pseudo-Ties and including any Interchange as directed per INT-010-2 not yet captured in the Composite Confirmed Interchange, was agreed to by each Adjacent Balancing Authority, identical in magnitude to those of each Adjacent Balancing Authority, and opposite in sign to that of each Adjacent Balancing Authority.  (R1)

R2. The Attaining Balancing Authority and the Native Balancing Authority shall use a dynamic value emanating from an agreed upon common source to account for the Pseudo-Tie in the Actual Net Interchange (NI A ) term of their respective control ACE (or alternate control process). [Violation Risk Factor: Medium] [Time Horizon: Realtime Operations]

M2. The Balancing Authority shall have evidence (such as dated logs, voice recordings, electronic records, written agreement or other evidence) that it used a dynamic value emanating from an agreed upon common source to account for the Pseudo-Tie in the Actual Net Interchange (NI A ) term of their respective control ACE (or alternate control process). (R2)

R3. Each Balancing Authority in whose area the high-voltage direct current tie is controlled shall coordinate the Confirmed Interchange prior to its implementation with the Transmission Operator of the high-voltage direct current tie. [Violation Risk Factor: Medium] [Time Horizon: Real-time Operations, Operations Planning]

M3. The Balancing Authority shall have evidence (such as dated logs, electronic records, or other evidence) that it coordinated the Confirmed Interchange prior to its implementation with the Transmission Operator of the high-voltage direct current tie. (R3)


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