INT-004-3.1: Dynamic Transfers

Purpose
To ensure Dynamic Schedules and Pseudo – Ties are communicated and accounted for appropriately in congestion management procedures .

Applicability
4.1. Balancing Authority

4.2. Purchasing – Selling Entity

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 ensure the transparency of Dynamic Transfers.

• R1 is modified from Requirement R1 of INT-001-3 and transferred into INT-004-3. The revised requirement now includes Pseudo-Ties.
• R2 is modified from INT-004-2 to separate the triggers for the review of the Dynamic Transfer and when a modification is required for the Dynamic Transfer.
• R1 and R2 now also apply to Pseudo-Ties. The requirements to create an RFI for Pseudo-Ties ensure that all entities involved are aware of the Dynamic Transfer and agree that the various responsibilities associated with the dynamic transfer have been agreed upon.
• R3 is created to ensure that coordination occurs between all entities involved prior to the initial implementation of a Pseudo-Tie.
• The Guidelines and Technical Basis section was added to provide a summary of the considerations that must be given when establishing any Dynamic Transfer.

Requirements and Measures 
R1. Each Purchasing-Selling Entity that secures energy to serve Load via a Dynamic Schedule or Pseudo-Tie shall ensure that a Request for Interchange is submitted as an on-time 1  Arranged Interchange to the Sink Balancing Authority for that Dynamic Schedule or Pseudo-Tie, unless the information about the Pseudo-Tie is included in congestion management procedure(s) via an alternate method.   [Violation Risk Factor: Lower] [Time Horizon: Operations Planning, Same-day Operations]

M1. The Purchasing-Selling Entity shall have evidence (such as dated and time-stamped electronic logs or other evidence) that a Request for Interchange was submitted for Dynamic Schedules and Pseudo-Ties as an on-time Arranged Interchange to the Sink Balancing Authority for the Dynamic Schedule or Pseudo-Tie. For Pseudo-Ties included in congestion management procedure(s) via an alternate method, the Purchasing-Selling Entity shall have evidence such as Interchange Distribution Calculator model data or written / electronic agreement with a Balancing Authority to include the Pseudo-Tie in the congestion management procedure(s). (R1)

R2. The Purchasing-Selling Entity that submits a Request for Interchange in accordance  with Requirement R1 shall ensure the Confirmed Interchange associated with that Dynamic Schedule or Pseudo-Tie is updated for future hours in order to support congestion management procedures if any one of the following occurs: [Violation Risk Factor: Lower] [Time Horizon: Operations Planning, Same Day Operations, Real Time Operations]

 2.1. For Confirmed Interchange greater than 250 MW for the last hour, the actual hourly integrated energy deviates from the Confirmed Interchange by more than 10% for that hour and that deviation is expected to persist.

2.2. For Confirmed Interchange less than or equal to 250 MW for the last hour, the actual hourly integrated energy deviates from the Confirmed Interchange by more than 25 MW for that hour and that deviation is expected to persist.

2.3. The Purchasing-Selling Entity receives notification from a Reliability Coordinator or Transmission Operator to update the Confirmed Interchange.

M2. The Purchasing-Selling Entity shall have evidence (such as dated and time-stamped electronic logs, reliability studies or other evidence) that it updated its Confirmed Interchange Requests for Interchange when the deviation met the criteria in Requirement R2, Parts 2.1- 2.3. (R2)

R3. Each Balancing Authority shall only implement or operate a Pseudo-Tie that is  included in the NAESB Electric Industry Registry publication in order to support congestion management procedures. [Violation Risk Factor: Lower] [Time Horizon: Operations Planning]

M3. The Balancing Authority shall have evidence (such as dated and time-stamped electronic logs or other evidence) that it only implemented or operated a Pseudo-Tie that is included in the NAESB Electric Industry Registry publication. (R3)