2022 System Operator Conference #2
Delivering Reliability Throughout The Seasons APRIL 12-14, 2022
Greenville, South Carolina
NERC-approved Continuing Education Hours (CEHs) will be awarded for successful completion of this learning activity. No partial credit.
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. State the primary responsibilities of System Operator to ensure reliability. 2. Relate the impacts to power system operations to recent changes in the Industry. 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
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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, April 12, 2022 All Times are Eastern
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8:00 a.m. – 9:00 a.m.
Welcome, Safety, Confidentiality and Antitrust
Pat Everly, Conference Facilitator
Scotty Campbell, Chair, System Operator Working Group
Opening Remarks
Sam Holeman, Vice President – Transmission System Planning and Operations, Duke Energy
9:00 a.m. – 11:00 a.m.
Corey Sellers, General Mgr Transmission Policy & Services / Energy Policy, Southern Company
Southeast Energy Exchange Market
CAISO Renewables
11:00 a.m. – 12:00 p.m.
Drew Thompson, Generation Dispatcher, CAISO
12:00 p.m. – 1:00 p.m.
Lunch
Agenda
Tuesday, April 12, 2022 All Times are Eastern
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1:00 p.m. – 2:00 p.m.
Dana Vines, Operations Training Manager, Southern Company
NERC Standards
2:00 p.m. – 3:00 p.m.
Outage Planning
Brandon Cutter, Supervisor, Outage Coordination, Entergy
3:00 p.m. – 5:00 p.m.
Breakout Rooms - Simulation
All Attendees in Break-Out Groups
SERC/SOS Facilitator Teams
Agenda
Wednesday, April 13, 2022 All Times are Eastern
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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, 14, 2022 All Times are Eastern
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Patrick Stier, Senior Reliability & Security Advisor, SERC
8:00 a.m. – 9:30 a.m.
CIP/EISAC
Kristen Bove, Physical Security Manager, E-ISAC
Joseph J. Januszewski III , Senior Cyber Security Analyst, Watch Operations, E-ISAC
Trevor Hines, Manager ,South Region Reliability Coordination, MISO
9:30 a.m. – 10:00 a.m.
Hurricane Ida Report
Jack Armstrong, Lead Engineer, Transmission Planning & Operations Strategy, Duke Energy
10:00 a.m. – 11:00 a.m.
IDC Modeling
Agenda
Thursday , April 14, 2022 All Times are Eastern
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11:00 a.m. – 12:00 p.m.
Summary/Assessment, Closing
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
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HOTEL INFORMATION Embassy Suites Greenville Golf Resort & Conference Center 670 Verdae Boulevard Greenville, South Carolina 29607 864-676-9090
A reduced rate of $169 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 Thursday, March 10, 2022 or until the block is sold out, whichever comes first. GROUND TRANSPORTATION / PARKING The Embassy Suites Greenville offers complimentary shuttle transportation to and from the Greenville Spartanburg International Airport (GSP). Please meet the driver at the baggage claim area or feel free to call the Embassy Suites Greenville at (864) 676-9090 to schedule a pickup. For guests that may need additional transportation, please click the LINK for Greenville Spartanburg Airport ground transportation information. Self-parking at Embassy Suites Greenville 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
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.
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
Jack W. Armstrong - Duke Energy Jack Armstrong has worked for Duke Energy for 18 years directly out of college, beginning as a System Operator for then-Progress Energy and eventually supporting System Operations as an Operations Planning engineer until 2021. Recently, Jack has worked for Duke’s Transmission Planning and Operations Strategy group; developing and implementing strategic plans which allow Duke to meet its carbon reduction goals. Jack has a wealth of experience in System Operations supporting activities such as NERC compliance, ATC calculation, tariff administration and all manner of powerflow studies. Jack has participated on many electric industry groups including being a member of the NAESB Business Practices Subcommittee, the Eastern Interconnection Data Sharing Network (EIDSN) IDC Working Group as well as the SERC Near-Term and Operations Planning Working Groups. Jack acted as Chair of the SERC NTWG from 2017-2019, leading study improvement changes such as the adoption of the Power-GEM TARA study software to support SERC reliability assessments. As a member of the IDCWG, Jack has worked to ensure the congestion management procedure, or TLR, is implemented with the new Parallel Flow Visualization functionality – ensuring reliable and equitable TLR issuance by the IDC. Jack lives in Raleigh, NC with his wife Danielle, two kids, two dogs and two guinea pigs. He enjoys spending time at the beach with family and the occasional deep-sea fishing trip. He enjoys exercise and can talk at length about CrossFit to whomever will listen. Jack graduated from North Carolina State University in Raleigh with degrees in Electrical and Computer Engineering, is a NERC Certified System Operator at the RC level, and is a licensed Professional Engineer in the state of North Carolina. Joseph J. Januszewski, III - E-ISAC Joe serves as a Senior Cyber Security Analyst at the North American Electric Reliability Corporation's Electricity Information Sharing and Analysis Center (E-ISAC). He began to see the interaction between the Internet and industrial control devices while at the National Institutes of Health in 2006. He took part in the design of the power system for a proposed new consolidated data center at NIH, and applied the defensive security experience that he was providing to application servers and their network components (switches, routers, and firewalls) for over a decade at that point. He realized that those same underlying protocols could be used by an adversary to impact, not only the function of the computing systems that our nation relied upon, but also the energy infrastructure that those systems, in turn, depended on. Subsequently, he became a member of the NIST Smart Grid Interoperability Panel (SGIP), and contributed to the development of “Guidelines for Smart Grid Cyber Security” (NISTIR 7628), the SGIP Electromagnetic Interoperability Issues Working Group White Paper “Electromagnetic Compatibility and Smart Grid Interoperability Issues” (SGIP 2012-005), and Revision 2 of the NIST Special Publication (SP) 800-82, “Guide to Industrial Control Systems (ICS) Security.” This experience lead to Joe’s work at Cisco in the System Test Group at the Columbia Lab on the FirePOWER next-generation firewall, including support for utilities, such as American Electric Power. Through contacts he developed at the Department of Homeland Security, the Pacific Northwest National Lab, and various utilities, he then worked with Michael Assante (after his INL Aurora generator demonstration) and his team on “Developing Secure Power Systems Professional Competence” (PNNL-22641), Tim Conway, and Robert M. Lee (at SANS during the attacks on electrical infrastructure in Ukraine), and again the following year with Ben Miller and Rob Lee at Dragos during the aftermath of CRASHOVERRIDE, as well as with several impacted equipment manufacturers. Joe is a member of the Industrial Control Security Joint Working Group (ICSJWG), a Fellow of the National Board of Information Security Examiners, a Senior Member of the IEEE, Eta Kappa Nu, Sigma Xi, Association of Computing Machinery, International Society of Automation, and the Washington Academy of Sciences.
Speaker Biographies
Kristen Bove - Physical Security Manager, E-ISAC Kristen is the Manager of the E-ISAC Physical Security Analysis Team. In this capacity, 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. Prior to becoming manager, she served as Principal Analyst for the E-ISAC physical security team. Before her role at the E-ISAC, 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.
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 aroun.und North America
Sam Holeman - Duke Energy 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. The other functional areas of system planning and operations include operations engineering, operations training, transmission planning, operational technology, operations services, transmission tariff and customer support. He assumed his current position in October 2016. Previously, Sam was Duke Energy’s director of engineering and training for the system planning and operations function. During his 37-year career with the company, he has held leadership positions in various areas of system planning and operations, including system operations, engineering and training. Mr. Holeman holds masters and bachelor’s degrees in electrical engineering from Clemson University. He also earned a Master of Business Administration degree from Queens University. Sam 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. Sam grew up in North Augusta, S.C. He and his wife, Jodi, have three daughters and five grandchildren. In addition to spending quality time with his family, he enjoys teaching children’s Life Group at his church.
Speaker Biographies
S cotty 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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