APPLICATION GUIDANCE PER-005 System Personnel Training MRO PER-005 - - PowerPoint PPT Presentation
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
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
Promoting RELIABILITY and Mitigating RISKS to the Bulk Power System
PER-005 System Personnel Training
MRO PER-005 Subject Matter Expert (SME)Team
Decem ber 1 5 , 2 0 1 1
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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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
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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.
4.1. Functional Entities:
4.1.1 Reliability Coordinator. 4.1.2 Balancing Authority. 4.1.3 Transmission Operator.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
(R.1.) Use a systematic approach to training
Analysis – identifies the “requirements”
Design – identifies the “specifications”
Development – creates the “training solution”
Implementation – is the “actual delivery”
Evaluation – is the “continuous improvement”
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
Complying with PER-005 requirements 1.1 through 3.1 provides most of the documentation you need for this requirement.
Polices Procedures Plans Process maps, etc
Training records Schedules Evaluation feedback Curriculum, etc
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
elearning Course – Evacuation Procedure
Drill – Evacuation to Backup Control Center
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
“Deliver” represents the Implementation Phase of ADDIE Delivery can include scheduling of participants, classroom preparation, sign-in of participants, pre-assessment, student engagement, student assessment, making evaluations available, and recordkeeping
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
Capability Verification is part of ADDIE Implementation phase Processes:
fails a verification
Outcomes:
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
Elements: Condition, Action statement, Criteria Measurable: “Given a System Operating Limit violation on the transmission system, implement the correct procedure for the circumstances to mitigate loading to within normal operating limits.” Observable: “Given a tag submitted for scheduling, ensure that all transmission rights are assigned to the tag per the company Tariff and in compliance with NERC and NAESB standards.”
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
How do trainers assess capabilities? See the methodology described previously under requirement, R2. It describes how to determine that an existing task has changed sufficiently to require a new capability verification assessment. What level of documentation is recommended? Use the same documentation used to meet requirement R1.1.1. (update task list) and requirement R2 (verify capabilities).
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
(R.1.) Use a systematic approach to training
Analysis – identifies the “requirements”
Design – identifies the “specifications”
Development – creates the “training solution”
Implementation – is the “actual delivery”
Evaluation – is the “continuous improvement”
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
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STAN DARDS COM 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 The MRO Subject Matter Expert Team is an industry stakeholder group which includes subject matter experts from MRO member organizations in various technical areas. Any materials, guidance, and views from stakeholder groups are meant to be helpful to industry participants; but should not be considered approved or endorsed by MRO staff or its board of directors unless specified.
http://www.midwestreliability.org/STA_standards_committee_sme.html
mro-sme-teams@midwestreliability.org
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