Per-002-0

Standard PER-002-0 — Operating Personnel Training
A. Introduction
1.

Title:

Operating Personnel Training

2.

Number:

PER-002-0

3.

Purpose:
Each Transmission Operator and Balancing Authority must provide their
personnel with a coordinated training program that will ensure reliable system operation.

4.

Applicability
4.1. Balancing Authority.
4.2. Transmission Operator.

5.

Effective Date:

April 1, 2005

B. Requirements
R1.

Each Transmission Operator and Balancing Authority shall be staffed with adequately trained
operating personnel.

R2.

Each Transmission Operator and Balancing Authority shall have a training program for all
operating personnel that are in:

R3.

R4.

R2.1.

Positions that have the primary responsibility, either directly or through
communications with others, for the real-time operation of the interconnected Bulk
Electric System.

R2.2.

Positions directly responsible for complying with NERC standards.

For personnel identified in Requirement R2, the Transmission Operator and Balancing
Authority shall provide a training program meeting the following criteria:
R3.1.

A set of training program objectives must be defined, based on NERC and Regional
Reliability Organization standards, entity operating procedures, and applicable
regulatory requirements. These objectives shall reference the knowledge and
competencies needed to apply those standards, procedures, and requirements to
normal, emergency, and restoration conditions for the Transmission Operator and
Balancing Authority operating positions.

R3.2.

The training program must include a plan for the initial and continuing training of
Transmission Operator and Balancing Authority operating personnel. That plan shall
address knowledge and competencies required for reliable system operations.

R3.3.

The training program must include training time for all Transmission Operator and
Balancing Authority operating personnel to ensure their operating proficiency.

R3.4.

Training staff must be identified, and the staff must be competent in both knowledge
of system operations and instructional capabilities.

For personnel identified in Requirement R2, each Transmission Operator and Balancing
Authority shall provide its operating personnel at least five days per year of training and drills
using realistic simulations of system emergencies, in addition to other training required to
maintain qualified operating personnel.

C. Measures
M1. The Transmission Operator and Balancing Authority operating personnel training program
shall be reviewed to ensure that it is designed to promote reliable system operations.

Adopted by NERC Board of Trustees: February 8, 2005
Effective Date: April 1, 2005

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Standard PER-002-0 — Operating Personnel Training
D. Compliance
1.

Compliance Monitoring Process
Periodic Review: The Regional Reliability Organization will conduct an on-site review of the
Transmission Operator and Balancing Authority operating personnel training program every
three years. The operating personnel training records will be reviewed and assessed compared
to the program curriculum.
1.1. Compliance Monitoring Responsibility
Self-certification: The Transmission Operator and Balancing Authority will annually
provide a self-certification based on Requirements R1 through R4.
1.2. Compliance Monitoring Period and Reset Timeframe
One calendar year.
1.3. Data Retention
Three years.
1.4. Additional Compliance Information
Not specified.

2.

Levels of Non-Compliance
2.1. Level 1:

N/A.

2.2. Level 2:
The Transmission Operator or Balancing Authority operating personnel
training program does not address all elements of Requirement R3.
2.3. Level 3:
The Transmission Operator or Balancing Authority operating personnel
training program does not address Requirement R4.
2.4. Level 4:
A Transmission Operator or Balancing Authority has not provided a training
program for its operating personnel.
E. Regional Differences
None identified.
Version History
Version

Date

Action

Change Tracking

0

April 1, 2005

Effective Date

New

0

August 8, 2005

Proposed Effective Date

Errata

Adopted by NERC Board of Trustees: February 8, 2005
Effective Date: April 1, 2005

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