NERC PER-005Overview

May 10, 2010

Who, What, When, Where, Why• WHO: RC, TOP, BA

• WHAT: – R1: Systematic Approach to Training– R2: Verify operator capabilities– R3: EOPs training (change to 12-month, not calendar)– R3.1 Simulation Technology

• WHEN: – R1 – 1st day of calendar quarter 24 months after final approval.– R2 – 1st day of calendar quarter 24 months after final approval– R3 – 1st day of calendar quarter past final approval– R3.1 – 1st day of calendar quarter 36 months after final approval

• WHERE: US & Canada

• WHY: create operators capable of independent operation of BES

NERC PER-005-1A. Introduction

1. Title: System Personnel Training

2. Number: PER-005-1

3. Purpose: To ensure that System Operators performing real-time, reliability-related tasks on the North American Bulk Electric System (BES) are competent to perform those reliability related tasks. The competency of System Operators is critical to the reliability of the North American Bulk Electric System.

4. Applicability:

4.1. Functional Entities:4.1.1 Reliability Coordinator.4.1.2 Balancing Authority.4.1.3 Transmission Operator.

NERC PER-005-1

R1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall use a systematic approach to training to

– establish a new (or modify) an existing training program(s)

– for the BES company-specific reliability-related tasks

– performed by its System Operators.

Analysis

Design

Development

Implementation

FormativeEvaluation

SummativeEvaluation

Systematic Approach to Training

ADDIE MODEL

Analysis

Design

Development

Implementation

Evaluation

Why instruction is needed What instruction is needed (general or macro level)

What instruction is needed (competencies & objectives)When instruction is accomplished (assessments)How instruction is accomplished (learning strategies)

What materials & media

How learning transfer is delivered (delivery)

What changes need to occur

Systematic Approach to Training

ADDIE MODEL - Outcomes

ADDIE PHASE

Step 1 Step 2 Step 3 Step 4 Step 5

Analyze Analyze Job Select tasks Construct PerformanceMeasures

Analyze existing courses

Select instructional setting

Design Develop Objectives

Develop Tests

Describe entry behavior

Determine Sequence & Structure

Develop Specify Learning Activities

Specify instructional management plan

Review/ Select Training Materials

Develop Instruction

Validate Instruction

Implement Implement Instructional Mgt Plan

Conduct Instruction

Evaluate Conduct Internal Evaluation

Conduct External Evaluation

Revise System

Systematic Approach to Training

ADDIE MODEL – Instructor Activities

NERC PER-005-1

R1.1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

• shall create a list of BES company-specific reliability-related tasks

• performed by its System Operators.

NERC PER-005-1

R1.1.1. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

• shall update its list of BES company-specific reliability-related tasks

• performed by its System Operators

• at least annually to identify new or modified tasks for inclusion in training

JTA: Hierarchical MethodSwitchman

Training

Train dispatchers on field switching devices

Train field crews on switching procedures

Maintain safe work environment

Investigate accidents

Write safety Procedures

Evaluate safety equipment

Describe required PPE

Inspect personal protective

equipment (PPE)

Inspect Rubber Gloves

Inspect Climbing gear

Inspect GroundsInspect testing

equipment

Explain criteria for rejecting PPE

Describe how to order PPE

Switchman Trainer job position

JTA: Process Flow Method

Approve?

Switching Order (from Outage Coordination) Review Switching

Order

Check Switching Schedule

Order placed in Bin on Dispatcher Workstation

NO

YesMark Order

as “Approved”

Schedule switching

Process

Decision

Data

Display

Manual Operation

Terminator

Document

Pre-definedProcess

Prepar-ation

Step 3.1.1 Step 3.1.2 Step 3.1.3 Step 3.1.4 Step 3.1.5

3.1.2. Shift Leader reviews Switching order for accuracy. Prioritizes based on notation from Outage Coordination Team.

JTA: FAST Method

JTA: Task Decomposition

Task (element)

Purpose Cue (for element)

Decision Action Displays Con-trols

Feedback

Likely Errors

Check primary circulators have stopped

Avoid pumping out water if the circuit is breached

Trip sheet

If any are still operating, stop them manually

Turn off manually after 20 seconds

Mimics at top of PanelF should be positioned horizontally

.Ammeters should indicate no current

Key Protectedknobs at right side of desk E

Mimics should change.

Ammeters should show no current

Step missed.Mimics Misread

Wrong dials read.

Ammeters not checked

Power Plant Operator Example

NERC PER-005-1

• R1.2. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall design and develop learning objectives

and training materials

– based on the task list created in R1.1.

• Specifies a single outcome

• Observable & Measurable

• Describes learner’s performance

• Three parts:

– measurable verb

– important condition (if any)

– criterion of acceptable performance (standard).

Learning Objective

Switchman Training

Train dispatchers on field switching devices

Train field crews on switching procedures

Maintain safe work environment

Investigate accidents

Write safety Procedures

Evaluate safety equipment

Describe required PPE

Inspect personal protective

equipment (PPE)

Inspect Rubber Gloves

Inspect Climbing gear

Inspect GroundsInspect testing

equipment

Explain criteria for rejecting PPE

Describe how to order PPE

Objectives

Sub-Tasks

Tasks

Duty

Learning Objectives

Learning Objectives - Cognitive Levels(Jim Bowles – ERCOT)

• Evaluate the SPP process for tag approval.

• Modify the SPP tag process to accommodate current hour purchases.

• Determine the status of a tag. • Analyze tag content.

• Validate (apply the rules) tag source and sink.

• Explain source/sink requirements • Distinguish tag source and sink

• Define tag source. • State the contents of a tag path

Knowledge

Comprehension

Application

Analysis

Synthesis

Evaluation

Systematic Approach – match the following:Objectives, Learning Activity, Assessment

Objective Activity AssessmentEvaluate Modify Experimentation Scorecard

Determine

Analyze Exercise Short Answer

Validate

Explain Group Fill-in-the-blank Discussion

Distinguish Multiple choice Define Hands-on True/False

State Tell

Table created by John Taylor, NERC

Example: “Coordinate a system response to a major disturbance”

Resources / References

Terminal Objective 2: Given a significant loss of generation (double generator contingency), determine actions required using Real-Time Contingency Analysis results.Enabling Objective

LearningExperience

Assessment Expected Duration

Developer Instructor

Identify and verify the generation lost indicated by a unit trip alarm on EMS.

Demonstration of verifying significant loss of generation.

Simulation of a significant generation loss on DevEMS.

DevEMS Alarm Display, Site-over Display, State Estimator, and Outage Scheduler.

30 minutes

60 minutes

Wayne

Bert

Wayne

John

Trainee verifies and identifies the unit tripped and that ICCP links are up.

Table created by John Taylor, NERC

NERC PER-005-1

• R1.3. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall deliver the training established in R1.2.

Task: Interpret SCADA generated alarms and information.

NERC PER-005-1

• R1.4. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall conduct an evaluation of the training program established in R1,

– to identify any needed changes to the training program

Program Evaluation

• not just individual course evaluations• look at qualification program• look at continuing education program • how are new needs identified • how are these needs addressed in training• how effective is training that occurs • what impact on individual performance• what impact on team performance• what measures used

NERC PER-005-1

• R2. Each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall verify each of its System Operator’s capabilities to perform each assigned task identified in R1.1.

– at least one time.

NERC PER-005-1

R2.1. Within six months of a modification of the BES company-specific reliability-related tasks

– each Reliability Coordinator, Balancing Authority, and Transmission Operator

– shall verify each of its System Operator’s capabilities to perform the new or modified tasks.

NERC PER-005-1

• R3. At least every 12 months each Reliability Coordinator, Balancing Authority, and Transmission Operator shall provide each of its System Operators

with at least 32 hours of emergency operations training applicable to its organization that reflects emergency operations topics

(which includes system restoration) using training, drills, exercises, and hands on training using simulators.

NERC PER-005-1

R3.1. Each Reliability Coordinator, Balancing Authority and Transmission Operator that has operational authority or control over Facilities with established IROLs or has established operating guides or protection systems to mitigate IROL violations

shall provide each System Operator with emergency operations training using simulation technology such as a simulator, virtual technology, or other technology that replicates the operational behavior of the BES during normal and emergency conditions.