2022 System Operator Conference #1
Delivering Reliability Throughout The Seasons MARCH 22-24, 2022
Nashville, Tennessee
NERC-approved Continuing Education Hours (CEHs) will be awarded for successful completion of this learning activity. Total 19 CEHs, Standard 11.5 CEHs, Simulation 10 CEHs
Purpose:
• Provide SERC System Operators with a forum for networking with operators from across the SERC Region and sharing best practices • Develop SERC System Operators knowledge and skills using relevant scenarios modeled on an operator training simulator • Provide SERC System Operators with effective training in normal and emergency operations, operator communication and collaboration and situational awareness • Assist SERC System Operators in maintaining their NERC Certification through the award of approved continuing education hours Target Audience: • System Operators with responsibility for performing real-time, reliability-related tasks on the interconnected power system (Reliability Coordinator, Balancing Authority, Transmission Operator, and Generator Operator functions) • System control center managers, supervisors, and staff • Engineers, planners, managers, marketers, technicians, or support staff who may benefit from power system operation training COVID Protocol: To ensure the safety of our attendees, we are asking everyone to observe the Local and CDC Guidelines that are in effect during the System Operator Conference (SOC). Please note that masks are not required at the SOC's; however, we are recommending attendees to wear masks during the General Session and in the Breakout rooms. SERC and the SOWG will provide pads and pens for attendees located at the water stations for both the General session and the Breakout rooms. In addition, we will make masks and hand sanitizer available throughout the meeting rooms (Please see Matt Bigg at the registration desk should you need assistance with these items).
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Learning Objectives
1. 2.
State the primary responsibilities of System Operator to ensure reliability. Relate the impacts to power system operations to recent changes in the Industry.
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3. Explain how the new Southeast Energy Exchange Market (SEEM) platform will facilitate sub-hourly bilateral trading 4. Identify how the SEEM platform utilizes available unreserved transmission 5. Identify how the SEEM platform will affect the Bulk Electric System and the System Operator 6. Identify the most significant challenges faced by California operators during each season 7. Identify the primary tools used to monitor and mitigate operational challenges 8. Identify the strategies used to overcome operational challenges 9. Identify the association of NERC Reliability Standards BAL-001-2, BAL-002-3, BAL-003-2, BAL-005-1, COM-001-3, and COM-002-4 to the operations of the Bulk Electric System 10. Identify the association of NERC Reliability Standards EOP-004-4, EOP-005-3, EOP-006-3, EOP-008-2, EOP-010-1, and EOP-011-1 to the operations of the Bulk Electric System 11. Identify the association of NERC Reliability Standards TOP-001-5, TOP-002-4, TOP-003-4, and VAR-001-5 to the operations of the Bulk Electric System 12. Explain the role outage planning plays in ensuring the reliability of the Bulk Electric System 13. Describe the tools used to determine the validity of an outage schedule 14. Describe the actions required to coordinate outages with other entities and industrial customers 15. Describe and compare the differences of outage planning methodologies during winter, summer and outage seasons 16. Describe the impact of severe weather events on outage planning and discuss actions that are taken to recover 17. Assess and analyze simulated emergency scenarios 18. Implement operator control actions to mitigate undesirable conditions on the simulated power system and return the power system to a reliable state 19. Apply NERC Reliability Standards to RC/TOP/BA responsibilities for each scenario 20. Identify how the operator during the Oldsmar Water Treatment incident identified the threat to their facility and respond to mitigate the attack 21. Identify the security risks to control centers posed by extreme physical events - bomb threats and IEDs 22. Identify prominent physical and cyber security risks to the ERO as reported to the E-ISAC 23. Describe the impacts to the MISO South Region caused by Hurricane Ida 24. Identify how EOP-011 applies to events like Hurricane impacts to the Bulk Electric System 25. Identify the importance of RC to RC coordination during Hurricane events per NERC Standard IRO-014-3 26. Explain what the IDC is and what it does 27. Describe the need for the IDC in operating the power system 28. Identify who the IDC is used by 29. Describe Parallel Flow Visualization and how it changes the IDC
Agenda
Tuesday , March 22, 2022 All Times are Central Welcome, Safety, Confidentiality and Antitrust
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Pat Everly, Conference Facilitator Scotty Campbell, Chair, System Operator Working Group
8:00 a.m. – 9:00 a.m.
Opening Remarks
Greg Henrich, Vice President , Transmission Operations & Power Supply - TVA
Southeast Energy Exchange Market
Corey Sellers, General Mgr Transmission Policy & Services / Energy Policy - Southern Company
9:00 a.m. – 11:00 a.m.
Jackie Perlette, Transmission Security - CAISO Drew Thompson, Generation Dispatcher - CAISO
CAISO Renewables
11:00 a.m. – 12:00 p.m.
Lunch
12:00 p.m. – 1:00 p.m.
Agenda
Tuesday, March 22, 2022
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All Times are Central
NERC Standards
1:00 p.m. – 2:00 p.m.
Dana Vines, Operations Training Manager - Southern Company
Outage Planning
2:00 p.m. – 3:00 p.m.
Brandon Cutter, Supervisor, Outage Coordination - Entergy
Breakout Rooms - Simulation
3:00 p.m. – 5:00 p.m.
All Attendees in Break-Out Groups SERC/SOS Facilitator Teams
Agenda
Wednesday , March 23, 2022
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All Times are Central
8:00 a.m. – 12:00 p.m.
Scenarios OTS Finist AM Session
All Attendees in Break-Out Groups SERC/SOS Facilitator Teams
12:00 p.m. – 1:00 p.m.
Lunch
1:00 p.m. – 5:00 p.m.
Scenarios OTS Finist PM Session
All Attendees in Break-Out Groups SERC/SOS Facilitator Teams
Agenda
Thursday , March 24, 2022 All Times are Central CIP/EISAC
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8:00 a.m. – 9:30 a.m.
Patrick Stier, Senior Reliability & Security Advisor - SERC Chris Holmquest, Senior Reliability & Security Advisor - SERC Matthew Duncan , Director of Intelligence E-ISAC Benjamin Gibson, Senior Analyst, Physical Security - E-ISAC
9:30 a.m. – 10:00 a.m.
Hurricane Ida Report
Trevor Hines, Manager - South Region Reliability Coordination - MISO
10:00 a.m. – 11:00 a.m.
IDC Modeling
Joseph Rushing, Reliability Engineer - PJM Interconnection LLC
Agenda
Thursday , March 24, 2022 All Times are Central Summary/Assessment, Closing
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11:00 a.m. – 12:00 p.m.
Pat Everly, Conference Facilitator Scotty Campbell, Chair, System Operator Working Group
Please remember to complete your Learning Assessment
Thank you for your participation!
Hotel Information
Embassy Suites by Hilton Nashville South Cool Springs 820 Crescent Centre Drive, Franklin, TN 37067 (615) 515-5151
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A reduced rate of $159 per night is offered to attendees. Included is a complimentary breakfast and Manager's Reception. Call 1-800-218-8712 or click this LINK to make online reservations. The SERC room block will be open until Friday, March 4, 2022 or until the block is sold out, whichever comes first. GROUND TRANSPORTATION / PARKING The Embassy Suites by Hilton Nashville South Cool Springs does not offer complimentary transportation to and from the Nashville International Airport. Please click the LINK that will direct you to different options for Ground Transportation from the Nashville International Airport. Self-parking at Embassy Suites by Hilton Nashville South Cool Springs is complimentary. Valet parking is not available.
Useful Links
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Topic
Purpose
Registered Entity Forum CIP REF Steering Committee Members O&P REF Steering Committee Members
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.
Resource Library Newsroom
eLearning Modules, COVID-19, Hurricane and Cold Weather Preparedness, Supply Chain Resources. Past and present newsletters.
Events Calendar
Register for SERC’s upcoming outreach events
Acronym List
IndustryAcronym Reference Index
Questions for SERC
• Q&A Process • Entity Assistance Topic
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• General inquiries / FAQ • Seminar & Webinar TopicSuggestions • Media inquiries
Support@serc1.org
• SERC Membership • SERC Committees • SERC Compliance & Committee Portal/Committee related issues
• Registration and Certification Issues • Compliance monitoringmethods: 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
SERCComply@serc1.org
• Reliability Assessment data reporting • Reliability Assessment forms • Annual Voting Rights • Reliability Data Reporting Portal
RAStaff@serc1.org
• IndustrySubject Matter Expert (ISME) Program • Submitting an ISME application
ISME@serc1.org
• Situational Awareness • Events Analysis
SAEA@serc1.org
Speaker Biographies
Benjamin Gibson - E-ISAC 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 electric utilities 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.
Brandon Cutter - Entergy Brandon has been working in the electric industry for over 20 years for Entergy. He worked as a System Operator for the first 7 years in Real-time operations. Brandon then moved off shift to take an engineering/support role for Real-time analysis. For the last 10 years he has been a member of Entergy’s Transmission Operational Planning group, where he has been the supervisor of outage coordination for the last 4 years. Brandon has Bachelor of Science degrees from Louisiana Tech University in Biomedical and Electrical Engineering.
Speaker Biographies
Chris Holmquest - SERC Chris Holmquest joined SERC in July 2019 as a Reliability and Security Advisor. Prior to joining SERC, Chris was with the Florida Reliability Coordinating Council (FRCC) Regional Entity. He joined FRCC RE as a CIP Compliance Auditor in 2013, and was promoted to Manager, Risk Assessment and Mitigation in 2014, as part of the new NERC initiative for Risk-Based Compliance Monitoring and Enforcement. Chris was the FRCC RE representative on the CIP V5 Transition Study, where he worked with the SERC representative and the two SERC utilities selected for the study. Chris has 37 years of electric utility experience, serving over 30 years with a medium-sized electric utility before joining FRCC RE. Chris spent 8 years in fossil generation and 23 years at the transmission and generation control center. During his time in the control center. Chris spent several years as an Energy Management Systems (EMS) Engineer and later joined the newly formed NERC Compliance and Training group as a System Operator training engineer. During that time, Chris became NERC certified as a Reliability Coordinator (RC) as he built and delivered training programs for operations personnel. Chris was instrumental in starting and building his company’s CIP compliance program and became the manager of CIP Compliance in its new NERC Compliance and Operations Technology group. Chris was also the manager of his company’s NERC Training Department through the PER-005 compliance implementation effort, as well as the manager of both the EMS and Applications teams and the CIP Compliance group. Chris is a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), Certified in Risk and Information System Control (CRISC), and a GIAC Certified Incident Handler (GCIH). Chris is also NERC certified as a Reliability Coordinator. Corey Sellers - Southern Company Corey Sellers is the General Manager of Transmission Policy and Services / Energy Policy with Southern Company based in Birmingham, AL. In this role Corey is responsible for strategic policy activities related to the Federal Energy Regulatory Commission (FERC) and wholesale transmission customer service through the administration of Southern Companies’ Open Access Transmission Tariff. Corey began his career with Southern Company as a cooperative education student in 1993. He has held various positions during his career including roles in Energy Management System Services, Generation IT, Energy Trading, Transmission, and as the Assistant to the Chief Operating Officer. Corey attended the University of Alabama where he received his Bachelor of Science degree in Computer Science with a minor in Mathematics. Originally from Dora, AL, Corey and his wife Leigh Ann live in their hometown and enjoy spending time with their two daughters, Brooke and Braden.
Speaker Biographies
Dana Vines - Southern Company Dana has 39 years’ experience in the industry. Prior to coming into Transmission, she worked 16 years for Alabama Power Company. In 1999, she came into Transmission billing and in 2005, transferred into Bulk Power Operations where she received her NERC RC Certification.
She joined the training team in 2008 and in 2019, Dana was named Operations Training Manager for Southern Company Operations.
Drew Thompson - CAISO Drew is a NERC Certified RC and has worked at the CAISO since 2015 as an Operations Specialist, Lead Interchange Scheduler, Transmission Dispatcher and currently holds the title of Generation Dispatcher. Prior to the CAISO, Drew managed interconnecting solar projects to various utilities and also worked in the financial industry.
He is currently pursuing a MBA in Energy Management at Norwich University and completed his B.S. in Accountancy at California State University: Sacramento.
Speaker Biographies
Greg Henrich - TVA Greg Henrich is the Vice President of Transmission Operations at TVA and is accountable for “Keeping the Lights On” for the 10 million people of the Tennessee Valley. He is currently leading a grid modernization effort to prepare TVA for the grid of tomorrow. He has been a member of the NERC Operating Committee, North American Transmission Forum, an EPRI advisor, and Southeast Energy Exchange Market Board member as a representative for TVA. While at TVA, Greg served as a leader setting direction for the twenty-year asset strategy, planning the transmission system, overseeing transmission maintenance, developing telecommunication planning and maintenance strategy, and as a NERC certified system operator. Mr. Henrich received his B.S. in Computer Engineering from Georgia Institute of Technology and his Master’s in Business Administration from the University of Tennessee Chattanooga.
Jackie Perlette - CAISO Prior to joining the CAISO, Jackie spent nine years in the Navy as a Nuclear Electrician's Mate onboard the USS John C. Stennis (CVN 74). After the Navy, she found the Power4Vets program at a job fair and started studying toward her NERC certification. She was hired by IncSys in 2012 and spent the next six years running training simulations on the PowerSimulator BRICK, traveling the world, and meeting other amazing operators.
Jackie is RC NERC Certified and has worked at the CAISO since 2018 as a Transmission Dispatcher with the current title of Transmission Security
Speaker Biographies
Joseph Rushing - PJM Joe is a Reliability Engineer at PJM, performing near-term and real-time reliability analysis as a PJM operator. During his 11 years at PJM, Joe started a three year rotational program in 2011 through the Markets, Operations, and Planning divisions. While in Real-time Market Operations from 2014 to 2016, Joe worked with PJM’s Security Constrained Economic Dispatch (SCED) tools and Locational Marginal Pricing verification process. From 2016 to 2021, Joe was a Senior Engineer in PJM’s Interregional Market Operations department, where he focused on interregional congestion management and represented PJM in the Congestion Management Process (CMP) Working Group and Interchange Distribution Calculator (IDC) Working Group. In February 2020, he assume the role of Chair in the IDC Working Group. Joe holds a Bachelor’s degree from Michigan Technological University in both Electrical Engineering and Computer Engineering, with a certificate in Electric Power Engineering. He also has a Master’s in Business Administration from the W.P. Carey School of Business at Arizona State University. Joe enjoys spending time with his family of four, the outdoors, sports, and home projects.
Patrick Stier - SERC Patrick Stier is a Senior Reliability and Security Advisor at SERC Reliability Corporation. Mr. Stier has 34 years in the security industry as a National Security leader, specializing in high-profile technical security, risk management, financial leadership, operational efficiency, and crisis management. Prior to joining SERC, Mr. Stier served in the U.S. Navy and the U.S. Secret Service, providing physical and technical security for numerous U.S. Presidents and Foreign Heads of State to include over 1200 different protected venues and National Special Security Events. Mr. Stier has a Bachelor of Arts in Criminal Justice/Law Enforcement Administration. He also holds Board Certifications in Certified Information Security Manager (CISM), Certified Protection Professional (CPP), Physical Security Professional (PSP), Professional Certified Investigator (PCI), Enterprise Security Risk Management (ESRM), Certified Technical Investigator (CTI), Network Intrusion Investigator (NITRO) and Enterprise and Broadband Network Administration.
Speaker Biographies
Pat Everly - OES-NA, LLC Pat Everly is the president of OES-NA, LLC, which is a training-consultant company. He has over 40 years serving many roles in the electric industry. Pat started his career with Philadelphia Electric Company and spent 11 years in nuclear and fossil generation. Upon leaving PECO, Pat moved on to the PJM Interconnection as a System Operator and eventually the Operations Training Supervisor. Pat left PJM in 2001 to fill the newly created NERC Certification Manager position. In this role, he was responsible for the administrative duties for the NERC, WECC, and PJM certification programs. In 2003, he resigned his position at NERC to start OES-NA. Pat has previously served system operators as: Vice Chair - NERC Examination Working Group, Vice-president and Treasurer for APDA – Northeast Area, and is currently the Chair for the IEEE Working Group for System Operator Training. Pat has been a guest speaker at previous Short Courses, American Power Dispatcher Association Meetings, the IEEE and various Regional seminars around North America
Matthew Duncan - E-ISAC Mr. Duncan manages the E-ISAC Intelligence Group, whose mission is to inform industry security decision makers. The Intelligence Group includes the Cybersecurity Risk Information Sharing Program (CRISP), operational partnership coordination with the U.S. and Canadian governments, and the Cyber Threat Intelligence Team. Prior to the E-ISAC, Mr. Duncan was a Program Manager at the U.S. Department of Energy, managing sector specific agency and state government outreach. Other previous roles include: Deputy U.S. Political Officer at the Helmand Provincial Reconstruction Team in Afghanistan; a strategic Policy Analyst at the Pentagon; and a Research Assistant for a U.S. Attorney. Mr. Duncan holds a GIAC Global Critical Infrastructure Protection Certificate, a Master’s Degree in International Relations from the Maxwell School of Citizenship and Public Affairs at Syracuse University, and a Bachelor’s degree from Saint Joseph’s University in Philadelphia.
Speaker Biographies
Scotty Campbell - Entergy 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 - MISO Trevor Hines, manager of South Region Reliability Coordination at MISO based in Little Rock, Arkansas, is a dedicated professional with 16 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.
Trevor, 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.
Thank You
ADDITIONAL INFORMATION Questions concerning registration and meeting content - Marty Sas Questions concerning hotel accommodations - Matt Bigg
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