2021 System Operator Conference #2

S ystem Operators Conference # 2 April 27 - 29 , 2021 WebEx

SERC 2021 SOC OBJECTIVES

• 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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• Identify variable energy resources (VER) characteristics. • Identify generation-load-interchange balance impacts of VER • Identify the cause of the forced oscillation event that occurred on January 9, 2019. • Identify the wide area impact due to the forced oscillation event. • I dentify the risk to Bulk Electric System if the forced oscillation 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 reliable state. • Apply NERC Reliability Standards to RC/TOP/BA responsibilities 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 possibility of miscommunication while 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. • 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. • Restate the preparation actions to maintain qualified 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.

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AGENDA

Day 1 - Tuesday, April 27 , 2021

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Welcome, Safety, Confidentiality and Antitrust

Brian Haggard, Chair, System Operator Working Group Stony Martin, Sr. Manager System Operations, South Carolina Public Service Authority Pat Everly, Conference Facilitator

9:00 a.m. – 10:00 a.m. (8:00 a.m. – 9:00 a.m. Central)

Opening Remarks

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SERC Information Summary

Dana Vines, Southern Company Ed Brinson & Scott Hall, Entergy

10:00 a.m. – 12:00 p.m. (9:00 a.m. – 11:00 a.m. Central)

SERC Footprint 2020 Hurricanes

Louis Guidry, Cleco Trevor Hines , MISO

Lunch

12:00 p.m. – 1:00 p.m. (11:00 a.m. – 12:00 p.m. Central)

Finist Simulator Orientation

1:00 p.m. – 2:00 p.m. (12:00 p.m. – 1:00 p.m. Central)

Pat Everly, Conference Facilitator

Breakout Room Orientation

Brian Haggard, Chair, System Operator Working Group

2:00 p.m. – 3:00 p.m. (1:00 p.m. – 2:00 p.m. Central)

Break – Out Groups

AGENDA

Day 2 - Wednesday , April 28 , 2021

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9:00 a.m. – 12:00 p.m. ( 8:00 a.m. – 9:00 a.m. Central)

All Attendees in Break-Out Groups SERC/SOS Facilitator Teams

Scenarios OTS Finist AM Session

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12:00 p.m. – 1:00 p.m. (11:00 a.m. – 12:00 p.m. Central) . 1:00 p.m. – 3:00 p.m. (12:00 p.m. – 2:00 p.m. Central)

Lunch

All Attendees in Break-Out Groups SERC/SOS Facilitator Teams

Scenarios OTS Finist PM Session

AGENDA

Day 3 - Thursday , April 29 , 2021

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Adam Guinn, Duke Energy

9:00 a.m. – 10:00 a.m. (8:00 a.m. – 9:00 a.m. Central) . 10:00 a.m. – 11:00 a.m. (9:00 a.m. – 10:00 a.m. Central) 11:00 a.m. – 12:00 p.m. (10:00 a.m. – 11:00 a.m. Central)

Changing Resource Mix (VER)

Rick Stachowiz , Reliability Engineer, SERC

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Changing Inertia

CIP/EISAC

Wayne Ahl, Sr Reliability & Security Advisor, SERC Samantha Lee-Conroy, Physical Security Analyst, NERC

12:00 a.m. – 1:00 p.m. (11:00 a.m. – 12:00 p.m. Central)

Lunch

Scotty Campbell, Transmission Operations Training, Entergy

Covid Panel Discussion

1:00 p.m. – 2:00 p.m. (12:00 p.m. – 1:00 p.m. Central)

Brian Haggard, Chair, System Operator Working Group

Lesson Learned – COM-002-4

2:00 p.m. – 2: 3 0 p.m. (1:00 p.m. – 1: 3 0 p.m.Central) .

Assessment and Conference Wrap-up

2: 3 0 p.m. – 3 00 p.m. ( 1: 3 0 p.m. – 2:00 p.m. Central)

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WebEx login information will be sent to registered attendees by Monday, 26 April, 2021 Join by phone1-408-792-6300 Call-in toll number (US/ Canada)

Participants will be muted upon entry to eliminate background noise .

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BIOGRAPHIES

Adam Guinn 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.

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.

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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.

Edward Brinson 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.

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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. In 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) working group.

Paul “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 Trn.ansmission Control Centers in a training role

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Pat Everly 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 aroun . d North America

Rick Stachowicz Rick Stachowicz joined SERC as a Sr. Reliability Engineer in July of 2020. He has over 30 years of utility experience. He is an experienced real-time operator and team leader ensuring reliable and efficient operation of the bulk power system for over twenty years. He has a proven track record of successfully operating power systems, managing operators and engineers, designing transmission and distribution solutions, and leading complex projects with interdisciplinary teams within highly regulated conditions. Rick is a collaborative problem solver with superior interpersonal and communication skills who fosters inclusive and positive relationships with internal and external customers. Having spent most of his time in the control room, Rick thrives in fast-paced environments where attention to detail must be balanced with agility and creativity. He previously held positions as a Co-Gen Project Designer, Engineering Assistant, Sr. System Operator and Chicago Load Dispatcher with ComEd. He obtained his NERC RC Certificate and also worked as a Sr. System Operator with American Transmission Company and a Sr. Reliability Coordinator and Shift Manager with MISO.

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Samantha Lee-Conroy

Samantha Lee is Physical Security Analyst for the Electricity Information Sharing and Analysis Center (EISAC). She provides in depth quality analysis and risk management expertise, as well as directly engages and collaborates with the Electricity Industry Asset Owners and Operators across North America. She is recognized as a specialist in resilience, risk management and analysis, with a focus on critical infrastructure, security and continuity with 10 years of policy, planning, and program management experience. Her prior experience includes working as a senior consultant for the Architect of the Capitol (AOC), Office of Security Programs, where she was the project lead for the development of an Agency wide Continuity of Operations Plan (COOP) in support of the Legislative and Judicial Branches of Government. She also led a Business Process Analysis across the AOC to further identify, verify and validate mission critical support functions to further assist in the risk analysis of critical infrastructure and operational planning across the Capitol Hill Complex in support of the AOC resilience mission. Prior to consulting, Samantha was a contractor supporting DHS Science & Technology, Office of National Laboratories and was the Operations Program Manager and responsible for the oversight of the facility operations and maintenance of a $28.86M program across two National DHS Labs; a Transportation Security/Explosives Lab and a Radiological, Nuclear Testing and Evaluations Lab. Samantha earned a Bachelor’s Degree from Gallaudet University majoring in Interpreting and Deaf Studies. She is also certified as an Insider Threat Program Manager (ITPM) from Carnegie Mellon University, as well as certified in Safety, Health and Environmental Management Systems (SHEMS) Internal Auditor. Stony Martin “Stony Martin is the Senior Manager of System Operations at Santee Cooper. He has over 20 years of utility experience. He is also a retire naval officer serving 4 years on active duty and 16 years in the Navy Reserves. He has a BS in Electrical Engineering, ME in Electrical Engineering and a Master in Business Administration. He has worked in the operations environment since 2008. He is proud to say that he has been married for almost 26 years and has two wonderful children (now young adults).”

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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

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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