Outage Management Process Redesign

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


Outage Management Redesign Web Client Training Videos

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, 2015

IESO 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, 2015

Update on Recent Technical Panel Determinations

 

May 15, 2015

Stakeholder Feedback

 

April 17, 2015

IESO 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

Communication

 

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, 2014

Notification 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, 2014

IESO 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, 2014

IESO Response to Stakeholder Feedback

 

July 11, 2014

Stakeholder Feedback due

Stakeholder Feedback

 

July 3, 2014
Agenda
Minutes

Meeting

 

June 20, 2014

IESO 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, 2013

IESO 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

 

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

IESO Response to 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