S TANDARDS C OMMITTEE M I D W E S T R E L I A B I L I T Y O R G AN I Z AT I O N APPLICATION GUIDANCE PER-005 System Personnel Training MRO PER-005 Subject Matter Expert (SME)Team Decem ber 1 5 , 2 0 1 1 Promoting RELIABILITY and Mitigating RISKS to the Bulk Power System
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N Disclaimer The Midwest Reliability Organization (MRO) Standards Committee (SC) is committed to providing training and non-binding guidance to industry stakeholders regarding existing and emerging Reliability Standards. Any materials, including presentations, were developed through the Standards Committee by Subject Matter Experts from member organizations within MRO. The materials have been reviewed by MRO staff and provide reasonable application guidance for the standard(s) addressed. Ultimately, demonstrating compliance depends on a number of factors including the precise language of the standard, the specific facts and circumstances, and quality of evidence. These documents may be reproduced or distributed to any person or entity only in its entirety. The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 2 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 2 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N Goals of the SME Team Guidance to meet a minimum level of compliance Clarify training terminology Explain how requirements are interrelated Identify key processes (to be documented) Identify key outcomes (to be documented) The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 3 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 3 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N PER-0 0 5 SME Team Mem bers Carla Fitzpatrick , Omaha Public Power District Chris Bellefy , Minnesota Power John Pettingill , Xcel Energy – Northern States Power Pat Matson , Madison Gas and Electric Rich Cobb , Midwest ISO Robert Kieborz , Nebraska Public Power Ron Bauer , American Transmission Company Steve Zimmerman , Wisconsin Public Service Will Behnke , Alliant Energy The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 4 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 4 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N Purpose & Applicability of PER-0 0 5 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. The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 5 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 5 approved or endorsed by MRO staff or its board of directors unless specified.
Requirements of PER-005 S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N A nalysis – identifies the “requirements” • Create list of Operator tasks • Conduct annual updating of task list (ADDIE) D esign – identifies the “specifications” • Create learning objectives (aligned with tasks) (R.1.) Use a systematic approach to training D evelopment – creates the “training solution” • Create training materials (aligned with objectives) I mplementation – is the “actual delivery” • Deliver training identified (aligned with objectives) • Provide 32 hours of EOP training annually • Train using simulator technology (where applicable) • Verify operator capabilities (on current tasks) • Verify operator capabilities (on new tasks) E valuation – is the “continuous improvement” The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various • Conduct annual evaluation of training program 6 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 6 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N R1 . System atic Approach to Training Complying with PER-005 requirements 1.1 through 3.1 provides most of the documentation you need for this requirement. Document your Processes Polices Procedures Plans Process maps, etc Document your Outcomes Training records Schedules Evaluation feedback Curriculum, etc The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 7 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 7 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N R1 .1 List of BES com pany-specific reliability-related tasks List of task action statements (units of assigned work) Measurable: numerical results (e.g. within normal operating limits) Observable: can be verified as correct or not (e.g. in accordance with procedure) Suggest grouping related tasks (e.g. voltage control, emergency operations, etc) The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 8 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 8 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N R1 .1 . “reliability-related” tasks Develop processes for how you: Determine if it occurs in real time Determine if reliability related Validate the tasks you have identified Determine which tasks need qualification training Determine which tasks need continuing training The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 9 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 9 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N Task Survey The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 10 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 10 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N Task Check Sheet The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 11 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 11 approved or endorsed by MRO staff or its board of directors unless specified.
S TAN DARDS C OM M I T T EE M I D W E S T R E L I A B I L I T Y O R G A N I Z A T I O N R1 .1 .1 update BES com pany- specific reliability-related tasks… Two parts to the requirement Part 1: address changes as they occur Create filter for identifying process or task changes Document the changes (e.g. tools, steps, references, criteria, objectives, etc) Document your validation process Perform capability assessment within six months (see R2.1.) Part 2: review the entire task list The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various 12 technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered 12 approved or endorsed by MRO staff or its board of directors unless specified.
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