By - Jon Brown

WECC Balancing Area (BA) Operations Best Practices
January 19-20, 2021 | Online :: Central Time

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The Western EIM Market has been a big success, generating more than $850 million in market benefits since November 2014. This event will 1) review the lessons learned from operating portfolios – resources, loads, bilateral transactions – in western energy imbalance markets, 2) review the BA operations, and 3) review transmission billing to maximize benefits in the imbalance markets. The course will help connect the dots between how participants maintain reliability today, how to utilize the tools to do the same after joining an imbalance market and provide case studies to illustrate how to automate mission critical workflows in the Western imbalance markets.

Learning Outcomes

  • Define BA responsibilities in the Western Electricity Coordinating Council (WECC) and the Western EIM
  • Review how the real-time unit commitment (RTUC) and security constrained economic dispatch (SCED) engine work
  • Assess how it could impact LSE operations if a utility decides to stay out of the EIM, but those around the utility join
  • Examine the lessons learned for operating generating assets in the EIM
  • Discuss the lessons learned from other imbalance market participants
  • Illustrate how to derive a base schedule
  • Demonstrate how to model ancillary-service requirements (RegUp, RegDown, Spin, Non-Spin Reserve) in the EIM
  • Identify how BAs update transfer limits for tie lines
  • Analyze the potential settlement impacts when submitting late tags
  • Evaluate what IT infrastructure should be built to automate the pre-hour and after-the- fact processes



EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.0 CEUs for this event.


Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

Instructional Methods

Case studies and PowerPoint presentations will be used in this program.

Who Should Attend

  • Front Office personnel who would like to understand the pre-hour and after-the-fact workflows for their control area in the EIM
  • Back Office employees who need to gain a good understanding of the BA pre-hour and after-the-fact workflows
  • Balancing Authority operators in charge of running the transmission grid and responsible for submitting balanced schedules and transmission limits to the CAISO full network model to run the EIM 15-minute and 5-minute markets
  • IT personnel who build the IT infrastructure to support the BA workflow


Tuesday, January 19, 2021 : Central Time

8:45 – 9:00 a.m. :: Log In and Welcome

9:00 a.m. – 5:00 p.m. :: Course Timing (Includes Breaks)

12:30 – 1:15 p.m. :: Break for Lunch

BA Operations Overview

  • How we got to now
  • East vs. west Balancing Authority (BA) workflows
  • NERC mandates and requirements
  • FERC mandates and requirements
  • Key responsibilities for BA groups
  • Frequently asked questions (FAQs) about BA operations

Managing Planning/Pre-Hour BA Operations in EIM

  • Understanding the role of BAs in Western EIM
  • BA responsibilities before and after EIM
  • Reviewing hourly workflow for BA
  • BA requirement to submit balanced schedules
  • Monitoring CAISO sufficiency tests
  • Examples illustrating how CAISO checks to make sure that base schedule is balanced, meets flexible-ramp constraints, and is free of congestion
  • BA penalties for over- and under-scheduling
  • Updating dynamic tie line limits
  • Modeling transmission limits in RTUC and SCED Engines

Managing T-40 to Real Real-Time BA Operations in EIM

  • Contingency analysis
  • BAAOP adjustments (EIM)
  • Restore replacement reserves
  • Intertie management
  • How do reserve-sharing groups work in EIM?

Managing Real Real-Time BA Operations in EIM

  • Data visualization
  • Control number calculations
  • ACE management
  • AGC responses
  • Transfer management (net EIM transfers)
  • AS deployment
  • Reserve-sharing group procedures

5:00 p.m. :: Course Adjourns for Day

Wednesday, January 20, 2021 : Central Time

8:45 – 9:00 a.m. :: Log In

9:00 a.m. – 12:00 p.m. :: Course Timing (Includes Breaks)

Managing After-the-Hour BA Operations in EIM

  • NAI checkout with neighbors
  • Inadvertent energy tracking and payback
  • Dynamic tag updates/adjustments
  • ETSR tagging

Look Ahead

  • What’s on the horizon for the western imbalance markets?
  • What’s changing with NERC/FERC mandates/requirements?

Lessons Learned, Course Review & Round-Table Discussion

  • Software tools and IT infrastructure required to automate workflows for BAs in the western energy imbalance market regimes
  • Training key personnel for market-based operations
  • Reviewing lessons learned from other EIM participants
  • What are the key risks in the new EIM?

12:00 p.m. :: Course Adjournment


Ryan Kroelinger,  Consultant, Utilicast

Ryan Kroelinger is an expert in Balancing Area Operations, Unit Commitment, Fleet Optimization, Energy Management Systems and the Western Energy Imbalance Market.  As a Shift Supervisor at SRP he led the operations team in the technical implementation of EIM.  He has extensive experience leading skilled technical teams in a wide variety of projects that enable the reliable and economic operation of the power system.  Mr. Kroelinger assists with Bonneville Power Administration’s (BPA) preparations to join the EIM.

Justin Shearer, Senior Director, PCI

Justin Shearer is Senior Director at PCI.  He participates in all phases of solution development, deployment, and consulting for market participants in the CAISO MRTU and EIM markets. He has been closely involved with the deployment of the PCI EIM suite at NV Energy, Arizona Public Service, Puget Sound Energy, Portland General Electric, Sacramento Municipal Utility District, and Salt River Project.  Mr. Shearer received both his BA and MBA from the University of Oklahoma.

Suiyi Su, Manager, PCI

Suiyi Su is the PCI subject matter expert on EIM transmission operations and billing.  He led the implementation of the PCI Transmission-Billing suite at Arizona Public Service, Puget Sound Energy, and Salt River Project.  Mr Su obtained his Master’s degree in Industrial and Systems Engineering from the University of Florida.

Jarod Cannicott, Senior Director, PCI

Jarod Cannicott is Senior Director at PCI.  He provides leadership, business development, and product management for the PCI suite of products.  He has a decade of experience with power trading, risk management, portfolio management, outage management, and bid-to-bill workflows.  Mr. Cannicott received his bachelor’s degree from the University of Oklahoma and his MBA from the University of Texas.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

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