BAL-006-2: Inadvertent Interchange

This standard defines a process for monitoring Balancing Authorities to ensure that, over the long term, Balancing Authority Areas do not excessively depend on other Balancing Authority Areas in the Interconnection for meeting their demand or Interchange obligations.

Balancing Authorities.

Effective Date
First day of first calendar quarter after applicable regulatory approval, or in those jurisdictions where no regulatory approval is required, first day of first calendar quarter after Board of Trustees adoption.

R1. Each Balancing Authority shall calculate and record hourly Inadvertent Interchange.  (Violation Risk Factor: Lower)

R2. Each Balancing Authority shall include all AC tie lines that connect to its Adjacent Balancing  Authority Areas in its Inadvertent Interchange account. The Balancing Authority shall take into account interchange served by jointly owned generators. (Violation Risk Factor: Lower)

R3. Each Balancing Authority shall ensure all of its Balancing Authority Area interconnection points are equipped with common megawatt-hour meters, with readings provided hourly to the control centers of Adjacent Balancing Authorities. (Violation Risk Factor: Lower)

R4. Adjacent Balancing Authority Areas shall operate to a common Net Interchange Schedule and Actual Net Interchange value and shall record these hourly quantities, with like values but opposite sign.  Each Balancing Authority shall compute its Inadvertent Interchange based on the following: (Violation Risk Factor: Lower)

R4.1. Each Balancing Authority, by the end of the next business day, shall agree with its Adjacent Balancing Authorities to: (Violation Risk Factor: Lower)

R4.1.1. The hourly values of Net Interchange Schedule. (Violation Risk Factor:  Lower)

R4.1.2. The hourly integrated megawatt-hour values of Net Actual Interchange.  (Violation Risk Factor: Lower)

R4.2. Each Balancing Authority shall use the agreed-to daily and monthly accounting data to  compile its monthly accumulated Inadvertent Interchange for the On-Peak and OffPeak hours of the month. (Violation Risk Factor: Lower)

R4.3. A Balancing Authority shall make after-the-fact corrections to the agreed-to daily and monthly accounting data only as needed to reflect actual operating conditions (e.g. a meter being used for control was sending bad data).  Changes or corrections based on  non-reliability considerations shall not be reflected in the Balancing Authority’s  Inadvertent Interchange.  After-the-fact corrections to scheduled or actual values will  not be accepted without agreement of the Adjacent Balancing Authority(ies).  (Violation Risk Factor: Lower)

R5. Adjacent Balancing Authorities that cannot mutually agree upon their respective Net Actual  Interchange or Net Scheduled Interchange quantities by the 15th calendar day of the following month shall, for the purposes of dispute resolution, submit a report to their respective Regional Reliability Organization Survey Contact. The report shall describe the nature and the cause of the dispute as well as a process for correcting the discrepancy. (Violation Risk Factor: Lower)


None specified.