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Outage Management Process Redesign (SE-109)

​The IESO is conducting a stakeholder engagement initiative to redesign its outage management process and tools. This redesign will focus on enhancements to outage-related services to market participants, as well as better align the IESO's process with its interconnected neighbours. The intent of the consultation is to ensure that those market participants who submit outage information to the IESO have an opportunity to provide feedback and input in the process redesign.

This redesign is in response to a preliminary review of outage processes along with discussions among stakeholders who identified objectives that will improve efficiencies in maintenance planning efforts, improve coordination among all customers and provide longer-term certainty on outage requests.

Stakeholder Engagement Plan (Draft)
Stakeholder Engagement Plan (Final)
Stakeholder Engagement Plan (Updated April 4, 2014)
Stakeholder Engagement Plan (Updated November 5, 2014)


Schedule of Activities

Date Agenda/Minutes

Activities

Expected Actions

​November 21, 2016
​Outage Management Redesign Engagement now complete
​October 26, 2016​Go Live Implementation
​October 5, 2016 Webinar
​September 27, 2016 ​Date Change for Launch of Outage Management System Process and System Redesign and Next Webinar – Rescheduled
​August 2016

Outage Management - Process and Tool Training Webinar Recording - (Webex player)

Outage Management Redesign Web Client User Guide (Final, October 26, 2016)

Outage Management Redesign Web Client Training Videos

1. Creating a Draft Outage

This video demonstrates how to create an outage request and save it into draft status. The draft status is typically used for outage requests that are being planned but are not yet ready for submission to the IESO. Searching for draft outage requests is also shown.

2. Submitting a Planned Outage

This video demonstrates creating and submitting the most common type of outage request – a generic planned outage with an Out-of-service (OOS) constraint code and a continuous recurrence.

3. Submitting a Planned (Continuous) De-rating

Demonstrates creating and submitting a planned de-rating with a continuous recurrence – most commonly used to reflect the limited capability of a generating unit for a continuous period of time.

4. Submitting a Planned (Non-Continuous) De-rating

Demonstrates creating and submitting a planned de-rating with a non-continuous recurrence – typically used to reflect the capability of a generating unit during testing or as it ramps up or down from an outage.

5. Submitting a Planned Protection Outage

Demonstrates creating and submitting a planned outage to equipment protections using the new Protection Out-of-service (PROT OOS) constraint code.  Also demonstrated is the automatic transition to Advance Approved status once a mandatory low-impact question is answered.

6. Submitting a Planned Outage to a Generator Auto-Voltage Regulator (AVR) or Power System Stabilizer (PSS)

Demonstrates creating and submitting a planned outage to a generator AVR or PSS using the new AVR/PSS OOS constraint code.  Also demonstrated is the automatic transition to Advance Approved status once a mandatory low-impact question is answered.

7. Submitting a Planned Outage in Conflict

Demonstrates the conflict checking feature of the application when an outage is submitted in conflict with another outage (in accordance with IESO outage planning guidelines).  The system displays a warning message describing the conflict and requires that rationale be provided to proceed with submission in the event the conflict cannot be avoided.

8. Submitting a Non-Critical Outage for Weekly Advance Approval (AA)

Demonstrates how to submit a non-critical outage into the new Weekly AA process. Indication that the request for Weekly AA was successful is also shown.

9. Submitting a Planned Outage Eligible for Automatic Advance Approval (Auto AA)

Demonstrates the Auto Advance Approval feature of the system using the new Breaker Fail Protection Out-of-service (BF PROT OOS) constraint code.  Auto advance approval can only be granted after a series of low-impact questions are answered favourably.

10. Submitting a Planned Outage Eligible for Automatic Advance Approval (Auto AA) and Final Approval in Advance (FAA)

Demonstrates both the Auto Advance Approval and Final Approval in Advance features of the system using the new HOLDOFF constraint code.  Only a subset of Auto Advance Approved outages are also eligible to receive Final Approval in Advance.  See Market Manual 7.3 for additional information about the FAA process.

11. Saving an Advance Approved Outage as Draft

Demonstrates retrieving an outage already in the Advance Approved status and saving it into a draft status.  This feature can be used in situations where the outage applicant is no longer able to proceed with the outage request as originally planned but would like to retain the outage request for future use.

12. Submitting an Opportunity Outage

Demonstrates submitting an opportunity outage following an unsuccessful attempt to submit a planned outage once a submission deadline has passed.  Opportunity outages should only be submitted if they present an unexpected opportunity to perform work and present a low risk to the power system (e.g. during surplus conditions for generator outages or improved weather conditions for transmitter outages).

13. Submitting a Forced Outage

Demonstrates creating and implementing a forced outage after providing an actual time of occurrence.  Note that forced outages are unable to be submitted in advance.  For advance notification of non-discretionary outages, the Urgent priority code is used.  This video also demonstrates viewing a forced outage amongst other outages in the outage index view summary.

14. Implementing an Outage

Demonstrates searching and selecting an outage in Final Approved status and then implementing (i.e. starting) the outage by applying an actual start time.  Note that planned outages can only be implemented once the outage applicant has requested final approval from the IESO and the IESO has manually transitioned the outage request to Final Approved status.

15. Force-Extending an Implemented outage

Demonstrates how to force-extend an outage that is already implemented and is unable to be completed on time.  For planned extensions, a new planned outage must be submitted to the IESO in accordance with the submission deadlines for planned outages.

16. Completing an Outage

Demonstrates searching and selecting an outage in the Implemented status and then completing (i.e. ending) the outage by applying an actual end time.

17. Cancelling an Outage

Demonstrates searching and selecting an outage in the Submitted status and then cancelling the outage after providing a reason for doing so.

​August 16, 2016 ​New Online Outage Management System to be implemented September 14
​August 16, 2016 ​Outage Management - Process and Tool Training Webinar
​August 9, 2016 ​Outage Planning Guideline and Transmission Outage Report Schemas
​August 9, 2016​Outage Management - Process and Tool Training Webinar    
August 8 - August 26, 2016 Market Trials ​​Stakeholders to participate and provide feedback
​August 5, 2016​Stakeholder feedback on Market Manuals due
​July 27, 2016
Minutes
​Webinar to review Market Trials, Training and Go Live Implementation ​​
​July 14, 2016 ​Notification of Market Manual 7.3 Outage Management Upcoming Change Stakeholders to review and provide feedback
​May 27, 2016 ​Outage Management Redesign Process Summary
​May 4, 2016
Minutes
​Webinar
​April 15, 2016 ​Notification of Market Manual 7.3 Outage Management Upcoming Change ​Stakeholders to review and provide feedback
​March 4, 2016​Stakeholder Feedback due
​February 23, 2016
Minutes
​Webinar
​Q4 2015 - Q1 2016 ​Stakeholders to review and provide feedback on Transition strategy, Testing strategy and Communication strategy ​Stakeholders to provide written input on various strategies
​December 9, 2015

​SE-109 Update and Reminder for Preliminary Web Client Testing

​December 4, 2015

​Stakeholder Feedback due

  • No stakeholder feedback received
​November 19, 2015
Agenda
Minutes
Webinar
​October 14, 2015IESO Response to SE-109 Stakeholder Feedback Requested on the August 19 Meeting Materials
​September 25, 2015​Stakeholder feedback due on undesirable equipment combinations
​September 4, 2015​Stakeholder feedback due on materials presented at August 19 meeting
​August 19, 2015
Agenda
Minutes
Stakeholders meeting(s) to review and discuss Outage Planning Guideline and Transition/Migration plan for outage requests IESO to post meeting materials in advance
​June 4, 2015Update on Recent Technical Panel Determinations
​May 15, 2015 Notification of Quarterly Advance Approval Process Changes Stakeholder Feedback

IESO Response to Stakeholder Feedback and Next Steps

​April 17, 2015IESO Response to SE-109 Feedback Requested on the Apr 01 Meeting Materials
​April 10, 2015 ​Stakeholder feedback due on materials presented at April 1st meeting Stakeholder Feedback
April 1, 2015
Agenda
Minutes
Stakeholder meeting(s) to review Market Manuals and Undesirable Equipment Combinations ​IESO to post meeting materials in advance
​February 27, 2015 IESO Response to SE-109 Feedback Requested on the Feb 11 Meeting Materials
​February 20, 2015 Stakeholder Feedback
February 11, 2015
Agenda
Minutes
​Stakeholder meeting(s) to review and consult on Market Rules development ​IESO to post meeting materials in advance
​December 15, 2014Notification of Adequacy Reporting Initiative
​November 26, 2014 Meeting  Cancelled 
​November 5, 2014 ​IESO Response to Stakeholder Feedback
​October 24, 2014 Stakeholder Feedback due and next meeting date Stakeholder Feedback
​October 15, 2014
Agenda
Minutes
Meeting

 

​​September 22, 2014IESO Response to Stakeholder Feedback
​September 12, 2014 Stakeholder Feedback on Requirements Summary
​September 5, 2014 ​Stakholder Feedback ​Stakeholders to provide feedback on the materials presented at the August 27 meeting.
August 27, 2014

Agenda
Minutes

​Meeting
​August 22, 2014 ​IESO Response to Stakeholder Feedback
​August 15, 2014

​Stakeholder Feedback​​​​​​

​Stakeholders to provide feedback on the materials presented at the July 30 meeting.

July 30, 2014

Agenda
Minutes​​

​Meeting

​July 18, 2014IESO Response to Stakeholder Feedback
​July 11, 2014

​Stakeholder Feedback due

Stakeholder Feedback

​July 3, 2014
Agenda
Minutes

Meeting

​June 20, 2014IESO Response to Stakeholder Feedback
​June 13, 2014

​Stakeholder Feedback due

Stakeholder Feedback

​June 4, 2014
Minutes
​Meeting
​May 23, 2014 ​IESO Response to Stakeholder Feedback
​May 2, 2014

Stakeholder Feedback

​Stakeholders to provide feedback on the updated materials presented at the April 23rd meeting.
​April 23, 2014
Agenda
Minutes

​Stakeholder meeting to begin the Final Process Redesign

​Materials to be posted in advance
​February 5, 2014

​Interim Outage Management Process implementation complete

​February 3, 2014

​Outage Management Process Redesign (SE-109) - software testing complete

​January 30, 2014​Stakeholders to provide feedback on the sandbox testing
​January 15, 2014
Agenda

​Stakeholder meeting to further review process changes required for the Interim Process and conduct a table top session

​Materials to be posted in advance

​December 11, 2013
Agenda
Minutes

Stakeholder meeting to review the process changes required for the Interim Process and to conduct a table top session

​Materials to be posted in advance
​December 2, 2013IESO Response to Stakeholder Feedback​Comments and responses document posted to web

​November 22, 2013

​Stakeholder feedback due

Stakeholder Feedback

​Stakeholders to provide written feedback

​November 18, 2013
Communication - IESO Board Approves Market Rule Amendment on Outage Management Redesign

​​November 13, 2013

Agenda
Minutes

​Stakeholder meeting to discuss Market Manual 7.3, Appendix B: Outage Reporting Requirements and interim process implementation

​October 25, 2013

​IESO Response to Stakeholder Feedback

October 18, 2013

Stakeholder feedback due

Stakeholder Feedback

Stakeholder to provide feedback on the draft market manual amendments

October 9, 2013
Agenda
Minutes

Stakeholder Meeting to discuss Pre-Approval Criteria & Market Manual Changes

Materials to be posted in advance

September 27, 2013

IESO response to stakeholder feedback on Interim Process rule changes

Comments and Responses Document Posted to Web

September 27, 2013

Informational webinar - Update on Interim Process Rule Changes

September 13, 2013

Stakeholder feedback due

Stakeholder Feedback

Stakeholders to provide written feedback

September 4, 2013
Agenda
Minutes

Stakeholder Meeting to review draft Market Manuals

Materials to be posted in advance

August 23, 2013

Stakeholder feedback due

Stakeholders to provide feedback on draft market rules

August 7, 2013
Agenda
Minutes

Stakeholder Meeting to discuss draft Market Rule changes and stakeholder feedback for transition of Proposed Redesign

Materials to be posted in advance

July 19, 2013

Summary of Feedback from June 20 Revised Outage Management Redesign Proposal

July 9, 2013

Presentation to Technical Panel to seek consideration of future market rule changes

July 5, 2013

Stakeholder feedback due

Stakeholder Feedback

Stakeholder to provide feedback on draft process documents

June 20, 2013
Agenda
Minutes

Stakeholder Meeting to review draft process documents

Materials to be posted in advance

May 31, 2013

Summary of Feedback and IESO Response

May 24, 2013

Feedback Requested on Proposed Outage Management Process Redesign

Stakeholder Feedback Due

May 14, 2013
Agenda
Minutes​

Stakeholder meeting to review draft process documents

Materials to be posted in advance

April 26, 2013

Stakeholder Feedback

Stakeholders to provide feedback on draft design principles and stakeholder engagement plan

April 19, 2013

Communication - Questions for Input on Outage Practices

April 17, 2013
Agenda (Revised)
Minutes

Stakeholder Meeting to discuss draft SE Plan and design principles

Materials to be posted in advance

March 28, 2013

Communicate launch of stakeholder engagement and publish stakeholder engagement plan

Stakeholders to provide feedback on Stakeholder Engagement Plan