IEEE Std Bulk System Opportunities from New Distributed Energy Resource Interconnection and Interoperability Standards

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IEEE Std 1547-2018 Bulk System Opportunities from New Distributed Energy Resource Interconnection and Interoperability Standards Clayton Stice, ERCOT Jens C. Boemer, EPRI (on behalf of SCC21) NERC SPIDER WG Meeting Austin, TX, Jan 8-9, 2019

Disclaimer and Acknowledgment This presentation and discussion represents the authors views and are not the formal position, explanation or position of the IEEE or the IEEE Standards Association. This slide deck has been peer-reviewed by IEEE Standard Coordination Committee 21 (SCC21) and IEEE P1547 Officers. The presenters acknowledge the contributions of the IEEE Std 1547-2018 Working Group, Balloters and Officers.

Overview on North American Standards Local State National Tests Standards Product & Installation Requirements (Standards have no inherent authority) National Electric Code (voluntary) State Codes/Laws (selective adoption of NEC) Local Municipal Codes Grid Interconnection & Functional Requirements IEEE Std 1547.1 UL 1741 (Listing / Certification Test) NERC 1 / FERC 2 IEEE Std 1547 State/PUC Utility Laws (e.g. CA Rule 21) Communication Certification Requirements IEC 61850 IEEE P2030.5 DNP3 IEEE P1815 Individual Utility Generator Connection Agreements 1 e.g., NERC PRC-024-02, 2 e.g., FERC Order No. 828 SunSpec Approval rate of >90% among 380 balloters IEEE 1547 is a voluntary industry standard no inherent authority Requires adoption by an Authority Governing Interconnection Requirements For example, a PUC, municipal or cooperative/ governing board 3

Example Adoption of IEEE Std 1547-2018 MA ISO New England Coordination between ISO-NE and the MA s utilities in the Massachusetts Technical Standards Review Group Reference to UL 1741 SA as a stopgap to verify DER ride-through capability in the interim Harmonization of voltage & frequency trip settings with IEEE Std 1547-2018 ranges of allowable settings PJM Interconnection Two ad-hoc stakeholder workshops in 2018 for DER ride-through categories and trip settings (PJM website) Initiation of formal stakeholder proceedings in 2019 Aiming at full adoption of IEEE Std 1547-2018 for jurisdictional DER by early 2020 MN Minnesota Public Utilities Commission Phase 1 (2017): Interconnection Process, Applications, Agreements Phase 2 (2018): Technical Requirements consistent with IEEE Std 1547-2018 (MN PUC website) Coordination with regional reliability coordinator, e.g., MISO

Definition of Distributed Energy Resource In the context of IEEE 1547: A source of electric power that is not directly connected to a bulk power system. Includes distributed generators. Includes distributed energy storage technologies. Does not include controllable loads used for demand response. Does not include DER that is behind a transfer switch with <100msec Exempts emergency/standby generators that are not intended to parallel with the Grid from many requirements. 5

Evolution of grid support functions IEEE Std 1547-2003 Shall NOT actively regulate voltage Shall trip on abnormal voltage/frequency IEEE Std 1547a- 2014 (Amendment 1) May actively regulate voltage May ride through abnormal voltage or frequency May provide frequency response IEEE Std 1547-2018 Shall be capable of actively regulating voltage Shall ride through abnormal voltage/frequency Shall be capable of frequency response Source: NREL

Important changes in focus and coverage DER unit Interconnection System Scope of IEEE 1547-2003 Area EPS IEEE Std 1547-2003 Focused only on distribution system Specifications for the interconnection system sufficiently achieve the standard s objective. Meant as DER interconnection standard but mainly used for equipment listing. Limited to electrical requirements. DER Communication Interface Power Interface Scope of IEEE 1547-2018 Area EPS IEEE Std 1547-2018 Focused on distribution and bulk system Specifications encompass the whole DER Equipment listing as well as plant-level verification. Includes both electrical as well as interoperability/communications requirements. Source: EPRI 7

Bulk System Opportunities Standards for DER Listing/ State/ PUC/Utility Rules Interconnection Standards Certification CA HI/HECO Function Set Advanced Functions Capability UL 1741 UL 1741(SA) IEEE 1547.1 IEEE 1547 Rule 21 Rule 14H & UL IEEE 1547 2003 IEEE 1547a 2014 2016 201?* 2018 (Phases) SRDv1.1 All Adjustability in Ranges of Allowable Settings Ramp Rate Control (P1) Communication Interface (P2) Monitoring & Control Disable Permit Service (Remote Shut Off, Remote Disconnect/Reconnect) (P3) Limit Active Power (P3) Monitor Key DER Data (P3) Scheduling Reactive Power & Voltage Support Bulk System Reliability & Frequency Support Set Active Power [ (P3) ] Scheduling Power Values and Models (P3) Constant Power Factor (P1) X Voltage Reactive Power (Volt Var) X (P1) Autonomously Adjustable Voltage Reference!!!!!! Active Power Reactive Power (Watt Var) X Constant Reactive Power Voltage Active Power (Volt Watt) X (P3) Dynamic Voltage Support during VRT [ (P3) ] Frequency Ride Through (FRT) (P1) Rate of Change of Frequency Ride Through!!!!!! Voltage Ride Through (VRT) (P1) Voltage Phase Angle Jump Ride Through!!!!!! Frequency Watt X (P3) Other Advanced DER Functions Legend: Anti Islanding Detection and Trip (P1) Transient Overvoltage Remote Configurability (P2) Return to Service (Enter Service) (P1) X Prohibited, Allowed by Mutual Agreement, Capability Required, Test and Verifica on Defined Source: EPRI. Source: EPRI. Please contact EPRI for any [ ] Subject to clarification of the technical requirements and use cases,!!! Important Gap suggested updates to this table. Source: EPRI 8

Reference Point of Applicability (RPA) RPA is where performance requirements apply IEEE 1547 specifies RPA depending on three criteria: Aggregate DER rating Average load demand Zero sequence continuity Generally: PoC (DER terminals) for small and load-immersed DER PCC for large exporting installations

Mandatory Communication Interface DER Site 1547 Interface (mandatory) In Scope Local DER Interface Other Interfaces (optional) Out of Scope Requirements in IEEE Std 1547-2018 are limited to the Local DER (Communication) Interface 10

Measurement and Control Telemetered Data Nameplate Data As-built characteristics of the DER, e.g.: Manufacturer/model/Active and reactive power rating, etc. Monitoring Information Measured values of: Active and reactive power, Voltage, etc. Operational Control / Management information Change of Permit Service logical to disabled and shut down Limit active power output Change control modes and settings, e.g. Volt/Var, Trip, etc. Interoperability capabilities allow Area EPS Operator a great level of DER control if communication infrastructure is implemented 11

Assignment of Performance Categories Normal and abnormal operating performance categories Ride- Through Voltage Regulation DER Vendors Category I Category A Category B Authorities Governing Interconnection Requirements (AGIRs) 1 Market Analysis Costs Market segment Etc. Category II 1 State Regulator, Area EPS or bulk system operator, etc. Category III Settings (Utilization) Ranges of allowable sttgs Default parameters Impact Assessment Technical conditions: type & capacity & future penetration of DER, type of grid configuration, etc. Non-technical issues: DER use case, impacts on environment, emissions, and sustainability, etc. Stakeholder Engagement Distribution utilities. Bulk system operators & planners Regional reliability coordinator. DER developers. Others.

Abnormal Performance Capability Category Objective Foundation I II III Essential bulk system needs and reasonably achievable by all current state-of-art DER technologies Full coordination with bulk power system needs Ride-through designed for distribution support as well as bulk system German grid code for synchronous generator DER Based on NERC PRC-024, adjusted for distribution voltage differences (delayed voltage recovery) Based on California Rule 21 and Hawaii Rule 14H Category II and III are sufficient for bulk system reliability. 13

0.00 Balancing Bulk & Distribution Grid Needs TENSION Distribution Grid Safety Short trip times Ride through with momentary cessation Voltage rise concerns Protection coordination Islanding concerns (line worker safety) Voltage (p.u.) 1.30 1.20 1.10 1.00 0.90 0.80 0.70 0.60 0.50 0.40 0.30 0.20 0.10 may ride through or may trip 0.65 p.u. Continuous Operation Capability (subject to requirements of clause 5) Mandatory Operation Capability Permissive Operation Capability may ride through or may trip 0.16 s Permissive Operation Capability 0.45 p.u. 0.16 s 2 2 0.16 s 0.32 s 2 s 0.50 p.u. 0.00 p.u. 1.20 p.u. may 1 s ride through 1 1.10 p.u. 2 s shall trip 0.01 0.1 1 10 100 1000 Time (s) (cumulative time for ride through and clearing time for trip) Utility owned equipment may defeat DER ride through! NERC PRC 024 2 1 13 s 0.88 p.u. may ride through or may trip 21 s shall trip 0.00 p.u. Legend range of allowable settings default value shall trip zones may ride through or may trip zones shall ride through zones and operating regions describing performance 0.88 p.u. Bulk System Reliability Long trip times Ride through without momentary cessation Reactive power support T&D Coordination Source: EPRI

Further Information http://sites.ieee.org/sagroups-scc21/standards/1547rev/ General Scope Purpose Leadership Team Sources discounted copies SCC21-Reviewed Slide Decks Available for Interested Lecturers Further Reading Webinars Please submit further reading suggestions via the web form!

Contact Information Clayton Stice ERCOT (512) 248-6806 Clayton.Stice@ercot.com Jens C. Boemer (SCC21 Secretary) EPRI (206) 471-1180 jboemer@epri.com 16

Backup Slides 17

List of eligible protocols 18

Capability (versus Utilization, determined by settings) Technical Capability (Ranges of technical settings) Allowable Utilization (Ranges of allowable settings) IEEE 1547 Performance & Functional Capability Requirements Default settings Ranges of allowable settings Source: EPRI Evaluated Capability (Ranges of evaluated settings) Actual Utilization (Specified settings)

Specific abnormal performance terminology Trip cessation of output without immediate return to service; not necessarily disconnection Cease to energize no active power delivery, limitations to reactive power exchange; Does not necessarily mean physical disconnection. Can be either a momentary cessation or a trip Permissive operation DER may either continue operation or may cease to energize, at its discretion Mandatory operation required active and reactive current exchange Momentary cessation cessation of energization for the duration of a disturbance with rapid recovery when voltage or frequency return to defined range Return to service re-entry of DER to service following a trip Restore output DER recovery to normal output following a disturbance that does not cause a trip.

Other ride-through requirements Consecutive voltage disturbances, e.g.: Voltage dips caused by multiple unsuccessful reclosing attempts on another circuit Dynamic voltage swings in and out of normal range following bulk system fault Repetitive faults Rate-of-change of frequency (ROCOF) Severe bulk grid dynamic events Phase angle jumps, e.g.: Unbalanced faults Bulk system switching events (generator trip, line switching, etc.) 21

Frequency response Increasing penetration of unconventional generation is reducing system inertia which can degrade system frequency stability Frequency droop (governor-like) response required of all DER Active power output is modulated in response to frequency deviation No mandate to maintain headroom to increase active power to provide under-frequency response Frequency response parameters: Default droop 0.05 p.u. frequency for one p.u. active power change Default deadband 36 mhz Other parameter settings allowed as approved by the regional reliability coordinator 22

Area of Concern beyond IEEE 1547 Utility-Owned recloser at DER connection point may terminate ride-through! IEEE 1547 General remarks and limitations (per clause 1.4): The ranges of allowable settings for voltage and frequency trip settings specified in this standard for DER are not intended to limit the capabilities and settings of other equipment on the Area EPS. IEEE Std 1547-2018 recommends: Area EPS protections conform to the voltage and frequency ride-through objectives of IEEE 1547 under normal circumstances (footnotes 80 and 99) Settings outside the allowable range only to be used occasionally and selectively to accommodate worker safety or to protect distribution infrastructure while in an abnormal configuration, such as: Circuit reconfiguration Temporary loss of direct transfer trip Coordinate special settings with regional reliability coordinator

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