2021 System Operator Conference #4

System Operators Conference # 4 November 9 -1 1 , 2021 WebEx

SERC 2021 SOC OBJECTIVES

• State the primary responsibi l ities of System Operator to ensure rel iabi l ity. • Relate the impacts to power system operations to recent changes in the Industry.

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• Identify variable energy resources (VER) characteristics. • Identify generation-load-interchange balance impacts of VER • Identify the cause of the forced osci l lation event that occurred on January 9, 2019. • Identify the wide area impact due to the forced osci l lation event. • I dentify the risk to Bulk Electric System if the forced osci l lation involved a larger unit and/or continued for a longer period. • Assess and analyze simulated emergency scenarios. • I mplement operator control actions to mitigate undesirable conditions on the simulated power system and return the power to a rel iable state. • Apply NERC Rel iabi l ity Standards to RC/TOP/BA responsibi l ities for each scenario. • Identify the steps of 3-part communication and NERC Standard COM-002-4. • I dentify tools that enhance communication and/or reduce the possibi l ity of miscommunication whi le developing or implementing operator actions. • Discuss security risks to critical infrastructure posed by drones. • I dentify the cause of the Iranian cyber threat that resulted in heightened awareness for critical infrastructure owners and operators. • Restate the preparation actions to maintain qual ified control room staffing levels during the COVID-19 pandemic. • Identify actions taken in response to actual or potential COVID-19 exposure of control room personnel. • Evaluate how affected entities maintained control of the BES during these actions. • Identify the weather and system conditions that led up to the extreme weather event. • Describe the preparations taken to prepare the system and their effectiveness. • Identify the major factors contributing to generation outages and ERCOT’s response. • Define the chal lenges faced in the implementation of EEA3 load shed. • Describe the infrastructure interdependencies encountered. • Review impacts to the Bulk Electric System caused by the February 2021 Cold Weather Event. • Discuss the actions taken to maintain the rel iabi l ity of the Bulk Electric System during the February 2021 Cold Weather Event. • Explain your understanding of a Transmission System Emergency declaration and the actions that can be taken under this declaration. • Assess and analyze simulated emergency scenarios. • I mplement operator control actions to mitigate undesirable conditions on the simulated power system and return the power system to a rel iable state. • Apply NERC Rel iabi l ity Standards to RC/TOP/BA responsibi l ities for each simulator scenario. • Discuss the impact and lessons learned from ransomware attacks in the SERC region. • Identify prominent physical security risks to the ERO as reported to the E-ISAC. • Restate the preparation actions for the 2020 Hurricane Season. • Identify actions taken in response to the impact of these hurricanes. • Evaluate how these hurricanes impacted the Bulk Electric System.

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AGENDA

Day 1 - Tuesday, November 9 , 202 1

All times Eastern

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9 :00 a.m. - 10 :00 a.m.

Welcome, Safety, Confidentiality and Antitrust

Scotty Campbell - Entergy Transmission Operations Training Sam Holeman , - Duke Energy Vice President, Transmission System Planning & Operations Moderator Dana Vines - Southern Company. Panelists

Opening Remarks

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Panel on Hurricanes in 2020

10 :00 a.m. - 1 2 :00 p .m.

Trevor Hines - MISO Louis Guidry - CLECO ED Brinson - Entergy

Lunch

12 :00 p .m. - 1 :00 p .m.

Scotty Campbell - Entergy Transmission Operations Training

COVID Panel Presentation

1 :00 p .m. - 2 :00 p .m.

OESNA

Big Group Simulation and Introduction

2 :00 p .m. - 3 :00 p .m.

OESNA/Facilitators

3 :00 p .m. - 4 :00 p .m.

Break out rooms - Simulations

AGENDA

Day 2 - Wednesday , November 1 0 , 2021 All times Eastern

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SERC/Facilitator Teams

8 :00 a.m. – 12:00 p.m.

Break out rooms - Simulations

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12:00 p.m. – 1:00 p.m.

Lunch

1:00 p.m. – 5 :00 p.m.

Break out rooms - Simulations

SERC/Facilitator Teams

AGENDA

Day 3 - Thursday, November 1 1 , 2021

All times Eastern

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Adam Guinn - Duke Energy Lead Engineer

9 :00 a .m. – 10 :00 a .m.

Changing Resource Mix (VER)

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1 0 :00 a .m. – 11 :00 p.m.

Hassan Hamdar - SERC Program Manager Events Analysis

Changing Inertia ( Frequency Event)

Wayne Ahl , - SERC Senior Reliability & Security Advisor Kristen Bove , - E-ISAC Principal Analyst, Physical Security

CIP/EISAC

1 1 :00 a .m. – 12 :00 p.m.

Lunch

1 2 :00 p.m. – 1 :00 p.m.

Mark Henry - TRE Director , Reliability Services Group

1 :00 p.m. – 2 :00 p.m.

Cold Weather TRE

Trevor Hines - MISO Manager of South Region Reliability Coordination Brian Haggard , Chair, System Operator Working Group

2 :00 p.m. – 3 :00 p.m.

Cold Weather - SERC/MISO

3 :00 p.m. – 4 :00 p.m.

Lesson Learned - COM-002-4 Assessment/Closing

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Participants will be muted upon entry to eliminate background noise.

WebEx login information will be sent to registered attendees by Monday, November 8 , 2021 . Join by phone 1-408-792-6300 Call-in toll number (US/Canada)

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If you have a question you would like to submit anonymously, you may do so by contacting one of the Registered Entity Forum Steering Committee members. eLearning Modules, COVID-19, Hurricane and Cold Weather Preparedness, Supply Chain Resources. Past and present newsletters.

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Questions for SERC

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• Q&A Process • Entity Assistance

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Email

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• General inquiries / FAQ • Seminar & Webinar Topic Suggestions • Media inquiries

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• SERC Membership • SERC Committees • SERC Compliance & Committee Portal/Committee related issues • Registration and Certification Issues • Compliance monitoring methods: o Self-Certification o Self-Report submittals o Compliance data submittals • Enforcement and Mitigation o Mitigation Plan submittals • SERC Compliance & Committee Portal-Compliance related issues

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• Reliability Assessment data reporting • Reliability Assessment forms • Annual Voting Rights • Reliability Data Reporting Portal

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• Industry Subject Matter Expert (ISME) Program • Submitting an ISME application

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• Event Reporting

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• Situational Awareness • Events Analysis

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BIOGRAPHIES

A da m Gu inn Adam Guinn is a Lead Engineer who has worked for Duke Energy for 17 years where he currently works in the Transmission Operations and Planning Strategy group. Adam joined Progress Energy as a System operator in 2004 where he worked as a TOP and BA System Operator, obtaining his NERC Certification at the RC level. During his time at Duke Energy he served as a System Operator for 4 years, an analyst and application developer in the Energy Management System (EMS) area for 6 years, a System Operations Engineer for 6 years, and have been working in Transmission Operations and Planning Strategy group for almost a year. Adam obtained a BS in Electrical Engineering and a BS in Computer Engineering from NC State University in 2003. Adam later obtained a MS in Electric Power Systems Engineering and a Renewable Electric Energy Systems Graduate certificate from NC State University in 2015. He became a licensed Professional Engineer in North Carolina in 2004.

Benjamin Gibson Benjamin Gibson is a Senior Physical Security Analyst at the Electricity Information Sharing and Analysis Center (E-ISAC). Benjamin analyzes incidents and threats affecting the North American power grid, and constantly writes and briefs on those topics to inform the electricity industry across North America. Prior to joining North American Electric Reliability Corporation, he was an exercise analyst contracting with the U.S. Department of Homeland Security to develop all-hazards emergency preparedness exercises for critical infrastructure. Benjamin has a Bachelor’s degree in Government from Patrick Henry College.

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Brian Haggard Brian is the Manager of Operations Training for Georgia System Operations Corporation (GSOC). Brian has been with Georgia System Operations Corp. (GSOC) for 16 years prior to that he spent 6 years in the metering and SCADA field. In his 16 year career at GSOC Brian has held the positions of Operations Support Engineer, Floor Engineer, and Operations Trainer. Brian has a bachelor's degree from the University of Tennessee. He is NERC certified with a RC credential and has served on the System Operator Working Group for 14 years and currently is the chair of the Working Group.

Dana Vines Dana Vines has 38 years of experience with Southern Company. Prior to joining Bulk Power Operations (BPO), she worked 16 years with Alabama Power Company and 7 years with Southern Company in Transmission Policy and Services. In 2005, Dana joined BPO and became a NERC RC Certified System Operator. She transferred to the BPO Training Department in 2008 and was named Operations Training Manager in December of 2019.

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Edward Brinson has 30 years working for the electrical utility industry: eight years with Florida Power and twenty-two years with Entergy. During this time, he has worked in both distribution and transmission. His job duties have included: distribution and transmission planning, distribution and transmission relay, distribution and transmission operations centers, transmission operation training, substation and transmission maintenance, and distribution design. He is a graduate of Georgia Institute of Technology. He is a registered Professional Engineer in the state of Florida and holds his NERC Reliability Coordination certification. Edward Brinson

Hassan Hamdar Hassan Hamdar joined SERC in July of 2019 after the transition of FRCC into SERC. Hassan worked in various roles at FRCC for over 11 years. His main focus at FRCC was event analysis and situational awareness but he was also responsible for misoperations reporting and system operator training. His role at SERC is Program Manager of Event Analysis which is something he really enjoys. Hassan has a Bachelor’s of Science in Electrical Engineering from the University of South Florida and he is a NERC Certified System Operator

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Kristen Bove Kristen is a Principal Analyst for the E-ISAC Physical Security Analysis Team. She directly engages with asset owners and operators on a daily basis to provide high-quality, timely, reliable analysis and context regarding physical security and industry trends, emerging tactics, techniques, procedures, and relevant threat actor behaviors. Kristen’s prior experience involved working with a variety of public and private sector organizations to provide strategic analysis and risk management solutions for critical infrastructure. This included working as an analyst for the U.S. Department of Homeland Security, Office of Infrastructure Protection (now known as Cybersecurity and Infrastructure Security Agency (CISA), where she was responsible for the development and implementation of national risk mitigation programs primarily focused on the Dams and Energy Sector. Kristen has a Master’s Degree in Politics, Security and Integration from University College London, a Bachelor’s Degree in History from Arizona State University, and is also certified as an Insider Threat Program Manager (ITPM) from Carnegie Mellon University.

Louis Guidry Louis Guidry is a registered Professional Engineer in the field of Electrical Engineering and has been with Cleco for 35 years. Louis' career at Cleco has included work related to substation design; communication systems; transmission system planning; transmission relaying and controls; system protection planning and design; and system protection apparatus maintenance. I n 2006, Louis began working exclusively in the area of NERC reliability compliance and in 2011 was promoted to Manager - NERC Compliance & Training. In 2019, Louis transitioned back into operations when he became Manager of Transmission Operations. Currently, Louis is Director of Transmission & Distribution Maintenance which includes all substation maintenance plus transmission line maintenance. In addition to his work experience at Cleco, Louis has earned the NERC System Operator Certification of Reliability Operator. Louis was past Chairman of the SPP System Protection and Control Working Group and he also served on the SPP Reliability Compliance Group. Currently, Louis is serving on the NERC System Protection and Control Working Group (SPCWG) and the Misoperation Information Data Analysis System (MIDAS)

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Mark Henry Mark is Director of the Texas Reliability Entity’s Reliability Services group, which produces long-term reliability assessments, performance analysis, review of disturbance events, and situational awareness monitoring for the bulk power system. Since the February 2011 southwest cold weather event, his team has engaged generators with workshops and site visits to promote best practices for winter preparation. Prior to this role, he helped develop and manage reliability compliance programs for NERC Standards and regional criteria in the ERCOT Region. Mark’s prior assignments included generation, transmission, and control center operations as an engineer and engineering supervisor for the Lower Colorado River Authority. Mark is a licensed Texas professional engineer, a Certified Energy Manager, and a BSEE graduate from the University of Texas at Austin, with a graduate certificate in Telecommunication Management from St. Edwards University.

Sam Holeman Sam Holeman is vice president of transmission system planning and operations for Duke Energy. He leads the group responsible for the real-time monitoring and control of the company’s bulk electric transmission system. He assumed his current position in October 2016. Previously, Holeman was Duke Energy’s director of engineering and training for the system planning and operations function. During his 31-year career with the company, Holeman has held leadership positions in various areas of system planning and operations, including system operations, engineering and training. Holeman holds master’s and bachelor’s degrees in electrical engineering from Clemson University. He also earned a Master of Business Administration degree from Queens University. Holeman is certified by the North American Electric Reliability Corporation (NERC) as a system operator and is a registered professional engineer in North Carolina and South Carolina. He is a past chairman of the operating committees for both NERC and the SERC Reliability Corporation. SERC is a nonprofit regulatory authority that promotes effective and efficient administration of bulk power system reliability in all or parts of 16 central and southeastern states. Holeman grew up in North Augusta, S.C. He and his wife, Jodi, have three daughters and two grandchildren. In addition to spending quality time with his family, Holeman enjoys teaching children’s Life Group at his church and coaching high school softball. Duke Energy, one of the largest energy holding companies in the United States, supplies and delivers electric services to approximately 7.5 million customers in the Southeast and Midwest. The company also distributes natural gas services to approximately 1.6 million customers in the Carolinas, Ohio, Kentucky and Tennessee. Its commercial business operates a growing renewable energy portfolio across the United States. Headquartered in Charlotte, N.C., Duke Energy is a Fortune 125 company traded on the New York Stock Exchange under the symbol DUK.

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Scotty Campbell Scotty has been in the electrical industry for over two decades. After spending 2 years with supply chain, He moved into real time operations working in distribution and transmission control centers in the Entergy footprint for twelve years. Recently, Scotty has been passing on his knowledge and lessons learned to new operators in the Entergy Transmission Control Centers in a training role

Trevor Hines Trevor Hines, manager of South Region Reliability Coordination at MISO based in Little Rock, Arkansas, is a dedicated professional with 15 years of experience in the energy industry. He joined MISO as an intern in 2007 and has worked in various roles throughout his career, including control room operator, technical trainer, MISO South integration team, GridEx coordinator and outage coordination. Hines, a native of Carmel, Indiana, earned a bachelor’s degree from Indiana University Bloomington. He holds a North American Electric Reliability Corporation (NERC) Reliability Coordination certification and is a trained Development Dimensions International facilitator.

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Wayne Ahl

Wayne Ahl serves as a Senior Reliability & Security Specialist for SERC. He has served in this capacity for over two years, while previously serving as a Senior CIP auditor for six and one-half years. During this time he also served as Project Manager for the Assistance corporate strategic initiative. His initial experience in the industry was gained for thirty years at a Public Power Utility in the Southeast, performing various duties. Mr. Ahl has gained a broad-based knowledge of Transmission Operations Reliability and Security. Mr. Ahl obtained a Bachelor of Science in Electrical and Computer Engineering from the University of South Carolina in 1982. After graduation, Mr. Ahl went to work at the Public Power Company as an Engineer in the Power Supply Operations group. Shortly thereafter, the Company’s first Energy Management System (EMS) was made operational, and Mr. Ahl supervised the hardware and communications portions of the EMS. Sometime later, Mr. Ahl Supervised the entire group, and over time has commissioned two more EMS systems and the Standby Control Center. In addition to EMS duties, Mr. Ahl has operated and maintained various Voltage Flicker and Harmonics systems, Dynamic Scheduling systems, Regulation Sharing systems, Trunking Radio systems, and has assisted in the creation of Cyber Security policies and procedures. Mr. Ahl also coordinated many specialty projects, including projects with Clemson University and the University of South Carolina. Mr. Ahl has served his community by participating on Boards for Tax Assessment Review for the County, as well as Habitat for Humanity, and coaching in recreation for 17 years. Mr. Ahl also serves on an advisory board for engineering students at Trident Technical College. In addition, Mr. Ahl serves in his local Church of which he has been a member since 1997.

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