BAL Standard Project Frequency Response and Frequency Bias Setting Industry Webinar

Similar documents
Procedure for ERO Support of Frequency Response and Frequency Bias Setting Standard. Event Selection Process

Standard Development Timeline

Standard BAL Frequency Response and Frequency Bias Setting

Proposed Language in BAL-003-1/Comments New Standard or Other Action R1. Each Balancing Authority shall This. Attachment A.

Alberta Reliability Standard Frequency Response and Frequency Bias Setting BAL-003-AB-1.1

Calculating and Using Reporting ACE in a Tie Line Bias Control Program

Reliability Guideline Integrating Reporting ACE with the NERC Reliability Standards

Standard Development Timeline

Table of Contents Error! Bookmark not defined.

Standard BAL b Automatic Generation Control

Minutes Frequency Response Initiative Meeting

Standard BAL b Automatic Generation Control

Standard BAL-005-0b Automatic Generation Control

Reference Document Balancing Authority Area Footprint Change Tasks

Synchronized Measurement Data for Frequency Response Analysis

Frequency Response Characteristic Survey Training Document

Standard BAL b3 Automatic GenerationBalancing Authority Control DRAFT

Robert W. Cummings - NERC Director of System Analysis and Reliability Initiatives William Herbsleb - Chairman of Frequency Response Standard Drafting

NERC Training Document Understand and Calculate Frequency Response

Implementation Plan Project Balancing Authority Reliability-based Controls - Reserves

Frequency Response Standard Background Document November, 2012

Project Balancing Authority Reliability-based Controls Reliability Standard BAL-005-1

Informational Filing, Interim Report on Balancing Authority ACE Limit Field Trial Docket No. RM

11/4/2013. NERC RS Meeting October 28, 2013 Sullivan s Island, SC. Troy Blalock SERC NERC RS Representative

Table 1 - Assignment of BA Obligations... 8

Table of Contents. NERC 2016 Frequency Response Annual Analysis September 2016 ii

generation greater than 75 MVA (gross aggregate nameplate rating) Generation in the ERCOT Interconnection with the following characteristics:

2018 Frequency Response Annual Analysis

Informational Filing, Frequency Response Annual Analysis Docket No. RM

Informational Filing, Frequency Response Annual Analysis Docket No. RM

VAR Outreach Presentation

Final ballot January BOT adoption February 2015

Frequency Response Initiative Report

Lecture 15 EMS Application II Automatic Generation Contol. Davood Babazadeh

VAR Generator Operation for Maintaining Network Voltage Schedules

2015 Frequency Response Annual Analysis

Frequency Response Standard Whitepaper

PRC Disturbance Monitoring and Reporting Requirements

GUIDELINES FOR UTILIZATION OF FREQUENCY AND TIME ERROR DEVICES AND CALIBRATING TIE LINE SIGNAL

NARUC. Summer Committee Meetings. Staff Subcommittees on Electricity & Electric Reliability

Area Control Error (ACE) Equation Special Cases

EE 742 Chapter 9: Frequency Stability and Control. Fall 2011

Agenda Item 3h Attachment 9

UNITED STATES OF AMERICA BEFORE THE FEDERAL ENERGY REGULATORY COMMISSION

Informational Filing Regarding 2017 Frequency Response Annual Analysis Report Docket No. RM

Reliability Guideline: Generating Unit Operations During Complete Loss of Communications

Reliability Guideline: Generating Unit Operations During Complete Loss of Communications

NPCC Regional Reliability Reference Directory # 12. Underfrequency Load Shedding Program Requirements

Demonstration of PFR Improvement September ERCOT Operations Planning

VAR Generator Operation for Maintaining Network Voltage Schedules

Recently, the SS38 Working Group on Inter-Area Dynamic Analysis completed two study reports on behalf of the UFLS Regional Standard Drafting Team.

A. Introduction. VAR Voltage and Reactive Control

Monitoring and Situational Awareness Conference. Improving EMS Reliability Denver, CO September 18, 2013

VAR Voltage and Reactive Control

VAR Generator Operation for Maintaining Network Voltage Schedules

Loss of Solar Resources during Transmission Disturbances due to Inverter Settings II

VAR Generator Operation for Maintaining Network Voltage Schedules

1200 MW Fault Induced Solar Photovoltaic Resource Interruption Disturbance Report

1. An Introduction to Transient Stability

Assignment 5 due Monday, May 7

VAR Generator Operation for Maintaining Network Voltage Schedules

Unit Auxiliary Transformer (UAT) Relay Loadability Report

VAR Voltage and Reactive Control. A. Introduction

MARKET ANCILLARY SERVICE SPECIFICATION

Standard PRC Generator Frequency and Voltage Protective Relay Settings. A. Introduction. See the Implementation Plan for PRC

PASS Sample Size Software. These options specify the characteristics of the lines, labels, and tick marks along the X and Y axes.

Standard Development Timeline

Using Synchrophasors for Frequency Response Analysis in the Western Interconnection. Bonneville Power Administration -- WECC JSIS Chair

Implementation Plan Project Alignment of Terms

Standard VAR-002-2b(X) Generator Operation for Maintaining Network Voltage Schedules

Unit Auxiliary Transformer Overcurrent Relay Loadability During a Transmission Depressed Voltage Condition

Informational Filing Regarding BAL-001-2, Docket No. RM (Errata to Include Attachment)

Try what you learned (and some new things too)

National 4/5 Administration and I.T.

Standard VAR Voltage and Reactive Control

Industry Webinar Draft Standard

UNITED STATES OF AMERICA BEFORE THE FEDERAL ENERGY REGULATORY COMMISSION

Standard VAR-002-2b(X) Generator Operation for Maintaining Network Voltage Schedules. 45-day Formal Comment Period with Initial Ballot June July 2014

Standard MOD Area Interchange Methodology

PRC Generator Relay Loadability. Guidelines and Technical Basis Draft 4: (June 10, 2013) Page 1 of 75

Load-Frequency Control and Reserves Network Code. David Bunney JESG 19 March 2013

Harmonizing the Changing Resource Mix Keeping the Grid Together

Standard VAR-002-2b(X) Generator Operation for Maintaining Network Voltage Schedules

Standard PRC Generator Frequency and Voltage Protective Relay Settings. A. Introduction

UNIT TWO: Data for Simple Calculations. Enter and format a title Modify font style and size Enter column headings Move data Edit data

CHAPTER 2 NOTES. Chapter 2 Level 1

PRC Generator Relay Loadability. Guidelines and Technical Basis Draft 5: (August 2, 2013) Page 1 of 76

RosterPro by Demosphere International, Inc.

NERC Interconnections Frequency Response Statistics, Typical Frequency Events Profiles, and Observations on NERC-FRI Report Statistics

PASS Sample Size Software

Forward Looking Frequency Trends Technical Brief ERS Framework 1 Measures 1, 2, and 4: Forward Looking Frequency Analysis

Frequency Response Initiative Industry Advisory Generator Governor Frequency Response

Keeping it up to Speed Off-Nominal Frequency Operations. CETAC 2018 San Ramon

NAIS People of Color Conference: Proposal Submission Guide

August 25, 2017 VIA ELECTRONIC FILING

Transmission Availability Data System (TADS) DATA REPORTING INSTRUCTION MANUAL

Industry Webinar. Reactive Power Planning. NERC System Analysis and Modeling Subcommittee (SAMS) March 2017

August 25, Please contact the undersigned if you have any questions concerning this filing.

Number patterns on a spreadsheet

Inverter-Based Resource Disturbance Analysis

Transcription:

BAL-003-1 Standard Project 2007-12 Frequency Response and Frequency Bias Setting Industry Webinar Terry L. Bilke Midwest ISO, Inc. David F. Lemmons Xcel Energy, Inc. Sydney L. Niemeyer NRG Texas LP November 14, 2011

BAL-003-1 Information Standard posted for formal comment from October 25, 2011 through December 8, 2011 Standard posted for Industry Ballot from November 29, 2011 through December 8, 2011 Link to BAL-003-1 Frequency Response and Frequency Bias Setting Standard Website http://www.nerc.com/filez/standards/frequency_response.html 2 RELIABILITY ACCOUNTABILITY

Agenda Frequency Response and Standard background Overview of BAL-003-1 Requirements and Measures Bias Setting Process Interconnections and Balancing Authority (BA) Frequency Response Obligation (FRO) Frequency Response Measure (FRM) FRS Form 1 and Form 2 Questions 3 RELIABILITY ACCOUNTABILITY

Background FERC Order 693 directed specific changes for BAL-003 Standard Authorization Request (SAR) drafted to address the issues identified by FERC NERC Operating Committee (OC) authorized Frequency Response field trial to help standard development at the June 7 8, 2011 OC meeting Frequency Response, termed beta (β), is A fundamental reliability service A combination of governor and load response 4 RELIABILITY ACCOUNTABILITY

Background Following a generator (or load loss) βstabilizes frequency at a new point The contingent BA is responsible for replacing the lost resource in order to release Frequency Response of noncontingent BAs within the Interconnection 5 RELIABILITY ACCOUNTABILITY

Frequency Response Frequency Bias (B) is not the same as Frequency Response (β) Frequency Response is actual MW contribution to stabilize frequency Bias is an approximation of βused in the Area Control Error (ACE) equation prevents Automatic Generation Control (AGC) withdrawal of β Both are negative numbers (as frequency drops, MW output increases and vise versa) Both are measured in MW/0.1Hz Bias (absolute value) must be >β(absolute value) 6 RELIABILITY ACCOUNTABILITY

Frequency Response In the East, B (absolute value) is about 2-3 x as large as β (absolute value) Bias (absolute value) must be at least 1% of BA peak load under current standard If there is to be a difference between B and β, it is preferable to be over-biased 7 RELIABILITY ACCOUNTABILITY

Original Goals Original SAR Objectively benchmark and track BA and Interconnection performance o Confirm trends o Learn why and where response trending down Additional generator level data from low responders Accurate data for models Enable technically sound decisions on setting any future performance obligations FERC Order No. 693 directed additional work 8 RELIABILITY ACCOUNTABILITY

Reasons for Change FERC directives in Order No. 693 Determine the appropriate periodicity of Frequency Response surveys Define the necessary amount of Frequency Response needed for Reliable Operation for each balancing authority with methods of obtaining and measuring that the Frequency Response is achieved Details are described in the Background Document that is posted with the standard NERC has committed to file BAL-003-1 with FERC in May of 2012 9 RELIABILITY ACCOUNTABILITY

BAL-003-1 Overview Drafting team proposing 5 requirements Frequency Response to frequency events Frequency Bias Setting implementation* AGC to operate in Tie Line Bias mode* Appropriate Frequency Bias Setting for those providing Overlap Regulation Service* And Minimum Frequency Bias Setting* *Similar to existing standard 10 RELIABILITY ACCOUNTABILITY

Requirement R1 Each BA or Reserve Sharing Group (RSG) shall achieve an annual FRM (as detailed in Attachment A and calculated on FRS Form 1) that is equal to or more negative than its FRO to ensure that sufficient Frequency Response is provided by each BA or RSG to maintain an adequate level of Frequency Response in the Interconnection 11 RELIABILITY ACCOUNTABILITY

Attachment A Details how to calculate FRM based on actual responses to frequency excursions throughout a year Calculation will be for both frequency drops and frequency spikes NERC will publish list of events for each interconnection at least quarterly so BAs can calculate performance throughout the year More detail provided later in presentation 12 RELIABILITY ACCOUNTABILITY

Measure M1 The BA or RSG shall have FRS Form 1 with data to show that its FRM is equal to or more negative than FRO to demonstrate compliance with Requirement R1 Data required to fill out forms is scan rate data from Emergency Management System (EMS) for time, frequency and Net Actual Interchange 13 RELIABILITY ACCOUNTABILITY

Requirement R2 Each BA not participating in Overlap Regulation Service shall implement the Frequency Bias Setting (fixed or variable) validated by the ERO, into its Area Control Error (ACE) calculation beginning on the date specified by the ERO to ensure effectively coordinated Tie Line Bias control Similar to existing R1 14 RELIABILITY ACCOUNTABILITY

Measure M2 The BA shall have evidence such as a dated document in hard copy or electronic format showing the ERO validated Frequency Bias Setting was entered into its ACE calculation on the date specified or other evidence to demonstrate compliance with Requirement R2 15 RELIABILITY ACCOUNTABILITY

Requirement R3 Each BA not receiving Overlap Regulation Service shall operate its Automatic Generation Control (AGC) in Tie Line Bias mode to ensure effectively coordinated control, unless such operation would have an Adverse Reliability Impact on the BA s Area Similar to existing R3 16 RELIABILITY ACCOUNTABILITY

Measure M3 The BA shall have evidence such as a dated operating log, database or list in hard copy or electronic format, or operator interviews supported by other evidence showing the AGC operating mode including explanation when operating in other than Tie Line Bias mode to demonstrate compliance with Requirement R3 17 RELIABILITY ACCOUNTABILITY

Requirement R4 Each BA that is performing Overlap Regulation Service shall modify its Frequency Bias Setting in its ACE calculation to be equivalent to the sum of the Frequency Bias Settings of the participating BAs as validated by the ERO or calculate the Frequency Bias Setting based on the entire area being combined and thereby represent the Frequency Response for the combined area being controlled Similar to existing R6 18 RELIABILITY ACCOUNTABILITY

Measure M4 The BA shall have evidence such as a dated operating log, database, or list in hard copy or electronic format showing when Overlap Regulation Service is provided including Frequency Bias Setting calculation to demonstrate compliance with Requirement R4 19 RELIABILITY ACCOUNTABILITY

Requirement R5 In order to ensure adequate control response, each Balancing Authority shall use a monthly average Frequency Bias Setting whose absolute value is at least equal to one of the following: The minimum percentage of the BA Area s estimated yearly Peak Demand within its metered boundary per 0.1 Hz change as specified by the ERO in accordance with Attachment B The minimum percentage of the BA Area s estimated yearly peak generation for a generation-only Balancing Authority, per 0.1 Hz change as specified by the ERO in accordance with Attachment B 20 RELIABILITY ACCOUNTABILITY

Attachment B Allows for the minimum Frequency Bias Setting to be reduced based on measured Frequency Response in each Interconnection Initial minimum setting to be.8% of peak load or generation (reduction from existing 1.0% of peak load or generation) More information will be provided later in presentation 21 RELIABILITY ACCOUNTABILITY

Measure M5 The BA shall have evidence such as dated data plus documented formula to support the calculation retained in either hardcopy or electronic format showing the monthly average Frequency Bias Setting or other evidence to demonstrate compliance with Requirement R5 22 RELIABILITY ACCOUNTABILITY

Bias Setting Process The Bias Setting process will be very similar to what is done today Form 1 will automatically calculate a proposed Bias Setting for the upcoming year The data submitted by the BA will be validated CPS Limits, Bias Settings and FRO for upcoming year will be posted on NERC website BAs will be given an implementation date for the new Bias Setting (typically March 1) 23 RELIABILITY ACCOUNTABILITY

Attachment A Sets out the ERO s criteria for selecting events used for Bias Setting and FRM Measurement Cycle is December 1 (previous year) through November 30 (current year) Outlines the Frequency Response Obligations in each Interconnection and the allocation process to BAs Field Test proposes to use historic peak load and generation data from FERC Form 714 as basis for allocation to BAs 24 RELIABILITY ACCOUNTABILITY

Example of Annual Cycle January 10, 2012: BAs submit FRS Forms 1 and 2 January-February 2012: NERC and RS validate data, NERC posts CPS, Bias Setting, FRO March 1, 2012: Implement 2012 Bias Settings March-November 2012: NERC periodically posts and updates list of candidate events likely to be used for current year s FRM and next year s Bias Setting December 7, 2012: NERC posts: Official list of events for Bias Setting and FRM (Forms 1 and 2) BAs notified 25 RELIABILITY ACCOUNTABILITY

Attachment B Adjusting Minimum Bias Setting Present minimum Bias Setting is 1% of peak/0.1hz For most BAs, Frequency Response is < this 1% value Control theory says Bias and Frequency Response should closely match Attachment B lays out process for an Interconnection to adjust minimum Bias Setting Field test in 2012 to adjust minimum Bias Settings o 0.8% of peak o If no issues observed, process used in Attachment B will be used to consider further reduction in out years 26 RELIABILITY ACCOUNTABILITY

Frequency Response Obligation The process will determine an FRO for each Interconnection The Interconnection FRO will be allocated across all BAs in that Interconnection 27 RELIABILITY ACCOUNTABILITY

IFRO Calculation Eastern Western Texas Québec Resource Loss Criteria 4,500 2,740 2,750 1,700 MW Base IFRO -1,125-548 -229-113 MW/0.1Hz 25% Margin -281-137 -57-28 MW/0.1Hz IFRO -1,406-685 -286-141 MW/0.1Hz IFRO as % of Interconnection Load 0.233 % 0.460 % 0.448% 0.688 % Where Interconnection Resource Contingency Basis MW Eastern Largest Resource Event in Last 10 Years August 4, 2007 Disturbance 4,500 Western Largest N-2 Event 2 Palo Verde Units 2,740 Texas Largest N-2 Event 2 South Texas Project Units 2,750 28 RELIABILITY ACCOUNTABILITY

Balancing Authority FRO BAs will be allocated a portion of the Interconnection FRO based on peak load and generation The drafting team recommends historical peak load and generation from FERC Form 714 or comparable NERC will do this allocation each year, probably through the Resources Subcommittee NERC will allocate FRO based on formula and transmit this information to each BA with the Frequency Bias Setting This allocation should not change for the 12 month period used for evaluation of compliance 29 RELIABILITY ACCOUNTABILITY

Frequency Response Measure The BA FRM will be compared to the BA FRO to determine compliance with R1 FRM is calculated using the frequency events listed on FRS Form 1 at the end of each 12 month period The 12 months run from December 1 through November 30 of the following calendar year 30 RELIABILITY ACCOUNTABILITY

Calculation of BA FRM BA will fill out FRS Form 2 for each event listed on FRS Form 1 Summary information from each FRS Form 2 will be moved into FRS Form 1 FRS Form 1 will use all events to determine median response Median response is the BA FRM for that period 31 RELIABILITY ACCOUNTABILITY

Selection of Events Minimum of 25 events will be used for FRM calculation If few events occur during a 12 month period, older events will be used to make 25 events List will be Interconnection specific Determination of event based on specifics in Attachment A 32 RELIABILITY ACCOUNTABILITY

FRS Form 1 and 2 Phase 1 successes and problems Lessons learned Details of each Form 33 RELIABILITY ACCOUNTABILITY

Field Trial Phase I Participation East Form 1 and 2 provided: 30 BAs Form 1 only provided: 5 BAs No Form provided: 32 BAs West Form 1 and 2 provided: 13 BAs Form 1 only provided: 0 BAs No Form provided: 24 BAs Hydro-Quebec and Texas Form 1 and 2 provided: 2 BAs 34 RELIABILITY ACCOUNTABILITY

East Event time on two events incorrect Two events from 2009 West Event selection, out of 15 events Form 1 Issues o Three events had two contingencies March 7, March 22 and July 3 o Two events: B Value recovered within normal governor dead-bands May 11 and May 24 o Three events: Slow decay in frequency May 31, March 14 and March 16 o Good events to evaluate March 26, April1, April 28, June 1, June 24, June 25 and July 10 35 RELIABILITY ACCOUNTABILITY

Form 1 Issues Hydro-Quebec Event selection, multiple events where frequency recovered to pre-disturbance level before the end of the B Value time period (20 to 52 seconds) Event selection process requires proper review before the event is placed on Form 1 Team from each Interconnection should be involved in the selection of events Frequency graphs of each event should be generated before final selection 36 RELIABILITY ACCOUNTABILITY

Form 1 Improvements Event selection process improving Process in place for event identification Process in place for event review and selection Included frequency graph of each event selected in Form 1 for the East and West Added UTC time of event 37 RELIABILITY ACCOUNTABILITY

FRS Form 2 FRS Form 2 receives BA AGC scan rate data to measure the BA s primary Frequency Response performance to a single, identified frequency perturbation on the system Measures the change in Net Actual Interchange and the change in frequency due to the perturbation Standardizes the measurement process for all BAs in all Interconnections Value B average period of 20 to 52 seconds selected as the standard measure Other average periods removed from both Forms 38 RELIABILITY ACCOUNTABILITY

Entry Data Worksheet Enter your BA name here Enter your BA s Frequency Response Obligation (FRO) in cell B2. Must be a negative number Preview graph of frequency data collected 39 RELIABILITY ACCOUNTABILITY

Collect Data and Place in Form 2 Collect Scan rate data of frequency, Net Actual Interchange, Bias & BA Total Energy Data Tab: BA Event scan rate data placed in specific columns 40 RELIABILITY ACCOUNTABILITY

Lessons Learned on Data Collection Date/Time data must be in time format, it cannot be text. If your historian returns text for the time values, create correct time format data in the time field. Evaluation requires a valid time format. Frequency data and Net Actual Interchange data must be discrete data values each sample (AGC scan). Data compression techniques should not be used on this data. Must have a minimum of two minutes of data before beginning of the event for full analysis. 41 RELIABILITY ACCOUNTABILITY

Lessons Learned on Data Collection Form 1 contains the exact time of t(0) using 2 second scan rate data. If you begin data collection exactly 10 minutes before this time, t(0) should always be in the same row in the data worksheet. Using different scan rates may cause you to adjust up or down one row when setting t(0) but it should always be within one or two rows on each event. Some BAs added an additional worksheet into Form 2 for their data collection formulas and retrieval. Some BAs built automatic detection of t(0) and the recovery period time. 42 RELIABILITY ACCOUNTABILITY

Example of No Data Compression Wednesday, April 27, 2011 Balancing Authority Without data compression/filtering 60.02 20 to 52 second Average Period 545.0 60 539.19 542.0 59.98 Frequency 539.0 59.96 536.0 59.94 533.0 -Hz Frequency - 59.92 MW 530.0 59.9 59.88 Net Actual Interchange 529.05 59.9055 527.0 524.0 59.86 521.0 59.84 518.0 59.82 515.0 16:35:40 16:35:50 16:36:00 16:36:10 16:36:20 16:36:30 16:36:40 16:36:50 16:37:00 16:37:10 16:37:20 16:37:30 16:37:40 Hz Average Frequency MW Average MW 43 RELIABILITY ACCOUNTABILITY

Hz and NAI with Compression Wednesday, April 27, 2011 NAI & Frequency With Data Compression/Filtering 60.02 20 to 52 second Average Period 800.0 60 797.0 59.98 794.0 Frequency with compression 59.96 791.0 59.94 788.0 -Hz Frequency - 59.92 MW 785.0 59.9 529.05 59.9055 782.0 59.88 779.0 59.86 Frequency without compression 776.0 59.84 773.0 59.82 770.0 16:35:40 16:35:50 16:36:00 16:36:10 16:36:20 16:36:30 16:36:40 16:36:50 16:37:00 16:37:10 16:37:20 16:37:30 16:37:40 Hz Average Frequency Frequency with Data Compression NAI with Data Compression Average MW 44 RELIABILITY ACCOUNTABILITY

Frequency Diversity Across the Eastern U. S. -16 to -2 Second A Average Period 20 to 52 Second B Average Period 45 RELIABILITY ACCOUNTABILITY

Frequency Diversity Across the Western U. S. -16 to -2 Second A Average Period 20 to 52 Second B Average Period 46 RELIABILITY ACCOUNTABILITY

Frequency Diversity Across Texas -16 to -2 Second A Average Period 20 to 52 Second B Average Period 47 RELIABILITY ACCOUNTABILITY

FNET Graphs Courtesy of 48 RELIABILITY ACCOUNTABILITY

Frequency Diversity Frequency during the measurement periods of this standard is virtually the same across each Interconnection If the BA s frequency data measures a significantly different deviation between the A Value and B Value than that in Form 1, it indicates that the data may be compressed or filtered 49 RELIABILITY ACCOUNTABILITY

Form 2 Set-up for the Evaluation Find t(0) on Data worksheet Edit formula on Entry Data worksheet Cell C8 Find event recovery time on Data worksheet Edit formula on Entry Data worksheet Cell C11 50 RELIABILITY ACCOUNTABILITY

Identification of t(0) in Data Looking at the frequency data, determine the first change in frequency that identifies the beginning of the event. Row 306 becomes t(0) Data Tab: BA Event scan rate data placed in specific columns 51 RELIABILITY ACCOUNTABILITY

Entry Data Worksheet Setup Select cell C8 and edit the formula in cell C8 to reference the row that t(0) was identified in the Data worksheet 52 RELIABILITY ACCOUNTABILITY

Determine Event Recovery Time Looking at the frequency data, determine when frequency returns to the pre-event frequency or 60.000 Hz. This occurs in row 473. 53 RELIABILITY ACCOUNTABILITY

Entry Data Worksheet Final Step Select cell C11 and edit the formula in cell C11 to reference the row that frequency recovered to the pre-event value or 60.000 Hz 54 RELIABILITY ACCOUNTABILITY

Lessons Learned Setting t(0) Many BAs set t(0) one cell late Properly set, the first change in frequency will be in the exact center of the Graph on the Graph 20 to 52s worksheet The best performance measure will be assured if the A Value average period data does not contain a data point of the event, frequency or NAI Setting t(0) late can cause the Frequency Response measure to be low due to Frequency Response still increasing and/or B Value frequency measuring too low 55 RELIABILITY ACCOUNTABILITY

Form 2 Frequency Graph 60.08 60.06 Monday, October 12, 2009 1.165 Balancing Authority My BA Initial P.U. Performance 60.042 0.747 Initial P.U. Performance Adjusted 3850.0 20 to 52 second Average Period 60.04 60.02 3819.329 3800.0 Frequency - Hz 60 59.98 59.96 59.94 59.92 59.9 59.88 59.86 A Value measured from t-16 to t-2 seconds 3788.35 B Value measured from t+20 to t+52 seconds 59.889 3750.0 MW 3700.0 59.84 3650.0 59.82 59.8 59.78 59.76 3645.73 t(0) first change in frequency as measured by the BA 3600.0 59.74 59.72 3550.0 2:26:26 2:26:36 2:26:46 2:26:56 2:27:06 2:27:16 2:27:26 2:27:36 2:27:46 2:27:56 2:28:06 2:28:16 2:28:26 Hz Average Frequency MW Average MW EPFR for FRO Adjusted 56 RELIABILITY ACCOUNTABILITY

Data Worksheet Details Critical Data: Time, frequency and NAI Important Data: Transferred Frequency Response, Contingent BA Loss, Bias Setting and BA Load JOU Non- Transferred Contingent Net Dynamic Conforming Pumped Ramping Frequency BA BA BA Actual Schedules Load Hydro Units Response Lost Generation Bias Load Interchange Imp(-) Exp (+) Load (-) Load (-) Gen (+) Gen (+) Rec (-) Del (+) Load (-) Gen (+) Setting Time (T) Hz MW MW MW MW MW MW/0.1 Hz MW MW/0.1 Hz MW 10/12/09 02:12:00 59.981 3669.878418 350 351.361511 0 0 10 15-103 7500 10/12/09 02:12:04 59.981 3671.699707 350 351.361511 0 0.5 10 15-103 7500.33 10/12/09 02:12:08 59.98 3671.698486 350 351.361511 0 1 10 15-103 7500.66 Optional Data: Adjustments JOU, Non-conforming load, Pumped Hydro, Ramping Units DO NOT delete columns for any optional data not utilized or any nonapplicable data for Transferred Frequency Response, Contingent BA Loss or Load,. Leave data as zero or blank. 57 RELIABILITY ACCOUNTABILITY

Data Sign Convention Net Actual Interchange +/- Joint Owned Unit Import (-) Export (+) Non-Conforming Load (-) Option on Evaluation worksheet to flip sign to positive in cell Z1. Enter + if your load data is positive. Enter - if your load data is negative Pumped-Hydro Load (-) Gen (+) Ramping Units Gen (+) 58 RELIABILITY ACCOUNTABILITY

Sign Convention Part 2 Transferred Frequency Response Receiving BA Rec (-) Delivering BA Del (+) Interconnection Transferred Frequency Response should net to zero Contingent BA Lost Load (-) Lost Generation (+) BA Bias Setting (-) BA Load (+) 59 RELIABILITY ACCOUNTABILITY

Pasting Data into Worksheet Historian data collection formulas should be removed from Form 2 before submitting. Use PasteSpecial/Values to strip formulas and only paste data values into the Data worksheet. Do not delete any data columns. Provide a minimum of 5 minutes of data before the beginning of the event and a minimum of 15 minutes of data after the event. The spreadsheet will easily accommodate 60 minutes of data. 60 RELIABILITY ACCOUNTABILITY

Evaluation Complete Execution is now complete. Performance of your BA for all the average periods in the field trial is ready to be copied into FRS Form 1. Perform a mouse click on the Copy Form 2 Data for Pasting into Form 1 macro on the Entry Data worksheet. The correct data is now copied. 61 RELIABILITY ACCOUNTABILITY

Form 2 Data Copy Button Balancing Authority Name: My BA Balancing Authority Frequency Response Obligation (FRO from FRS Form 1) -80 Note: See "Instruction" tab for more detailed instructions. Step 1. Copy and Paste Event Data into the appropriate cells of the "Data" worksheet. Maintain date and time format of mm/dd/yy hh:mm:ss. Determine Time of T(0) and edit formula in cell "C8" to reference the correct row of Step 2. the "Data" worksheet. 2:27:24 T(0) is the first change in frequency of about 0.010 Hz (10 mhz) which should be the first scan of frequency data of the event. Cell beg wor refe freq Step 3. Time of Frequency Recovery to 60 Hz or Pre-Perturbation Hz 2:33:08 Copy Button on Entry Data worksheet Step 4. Enter MW output of generator or load that caused event (+ for gen loss, - for load loss) (Value from NERC Event List. If multiple units, enter total MW loss.) Hit the big blue button to copy your data for pasting into FRS Form 1 "BA Event Data" Step 5. worksheet. Copy Form 2 Data for Pasting into Form 1 633 MW 60.1 60.05 60 59.95 59.9 59.85 59.8 59.75 59.7 Step 6. Paste data into FRS Form 1 in the appropriate row on the "BA Event Data" worksheet. Step 7. Save this workbook using the following file name format:nyiso_yymmdd_hhmm_frs_form2.xlsx 10/12/09 Date mmddyy 2:27 Time hh:ss of T(0) 62 RELIABILITY ACCOUNTABILITY

Alternate Copy without Macro If you prefer not to enable macros Navigate to the Form 1 Summary Data worksheet Select cells A7 through AE7 Select copy PasteSpecial/Values into FRS Form 1 on the appropriate event row 63 RELIABILITY ACCOUNTABILITY

Location of Data for Form 1 Form 1 Summary Data Tab: This single event data and performance results needed for FRS Form 1 is contained in row 7, columns A through AE 64 RELIABILITY ACCOUNTABILITY

Detail Instructions Instructions Tab: Detailed instructions for each step of the process 65 RELIABILITY ACCOUNTABILITY

FRS Form 2 File Naming Convention Use the following file name convention: Xxxxx_yymmdd_hhmm_FRS_Form2.xlsm o Where xxxxx is your BA mnemonic o yy is year o mm is month o dd is day o hh is hour o mm is minute 66 RELIABILITY ACCOUNTABILITY

FRS Form 1 One FRS Form 1 for each Interconnection will be generated and posted by NERC Contains list of events: date and time that each BA in that Interconnection must measure performance by completing a FRS Form 2 As each FRS Form 2 is completed, the resulting BA performance data is added to FRS Form 1 by using the PasteSpecial/Values action Each BA creates a FRS Form 1 with the performance of their BA to each event 67 RELIABILITY ACCOUNTABILITY

FRS Form 1 Instructions Instructions Tab: Basic instructions for completing FRS Form 1 68 RELIABILITY ACCOUNTABILITY

FRS Form 1 Data Entry Worksheet Selecting N will add the performance of the event to the yearly average Enter appropriate information in the green cells. The reason s section will be entered only if adjustments are utilized in the analysis. Correct year information will automatically update when the 24 th frequency event is identified by NERC and added to the Event Date/Time column 69 RELIABILITY ACCOUNTABILITY

BA Form 2 Event Data FRS Form 1 placement of FRS Form 2 data PasteSpecial/Values your BA performance results from FRS Form 2 on the appropriate event row starting in row 7, column D through AH for all identified events Frequency graphs of each event are contained in this tab BA Form 2 Event Data Tab: The BA will enter the performance data from FRS Form 2 in this section 70 RELIABILITY ACCOUNTABILITY

FRS Form 1 File Naming Convention Use the following file name convention. Xxxxx_yyyy_FRS_Form1.xlsm o Where xxxxx is your BA pneumonic o yyyy is year 71 RELIABILITY ACCOUNTABILITY

Graphs Additional Graphs Graphs of BA Initial performance as measured in the field trial Graphs of BA Sustained Frequency Response performance as a function of the FRO o Per Unit evaluation (P.U.) is used for this measure where 1.0 P.U. represents that the BA delivered exactly its FRO during the measurement period Graphs of BA Adjustments are available if the BA utilized this functionality 72 RELIABILITY ACCOUNTABILITY

BA Sustained Measure Monday, October 12, 2009 My BA 0.895 Sustained P.U. Performance 60.08 3850.0 60.06 60.04 60.02 3800.0 60 59.98 3750.0 59.96 -Hz Frequency 59.94 59.92 59.9 59.88 59.86 59.84 The Event recovery period Target is calculated and displayed based on the BA s FRO, starting and ending NAI 3700.0 MW 3650.0 59.82 3600.0 59.8 59.78 59.76 59.74 59.72 The Ramp MW trend is calculated based on beginning and ending NAI adjusted for starting and ending frequency 2:26:24 2:27:24 2:28:24 2:29:24 2:30:24 2:31:24 2:32:24 2:33:24 2:34:24 2:35:24 2:36:24 2:37:24 2:38:24 2:39:24 2:40:24 2:41:24 2:42:24 Hz Interchange MW Recovery Period Target MW Recovery Period Ramp MW 3550.0 3500.0 73 RELIABILITY ACCOUNTABILITY

FRS Form 1 and 2 New Versions FRS Form 2 revised with new version number (6) Use appropriate AGC Scan rate form Re-build previously evaluated events using this new version o Copy/PasteSpecial old data from previous Form 2 into new version - No change to the Data sheet layout o Set t(0) and Event Recovery time o Copy data into new Form 1 Some events on the original Form 1 are not in the new Form 1 version o Removed due to issues identified earlier o Replacement events added 74 RELIABILITY ACCOUNTABILITY

Contact Information If you have questions related to the data request, contact: Questions concerning FRS Form 1 and FRS Form 2 o Sydney Niemeyer - (T) 713.537.3715 - (E) sydney.niemeyer@nrgenergy.com Questions concerning the standard and associated documents o Darrel Richardson - (T) 609.613.1848 - (E) darrel.richardson@nerc.net 75 RELIABILITY ACCOUNTABILITY

BAL-003-1 Information Standard posted for formal comment from October 25, 2011 through December 8, 2011 Standard posted for Industry Ballot from November 29, 2011 through December 8, 2011 Link to BAL-003-1 Frequency Response and Frequency Bias Setting Standard Website http://www.nerc.com/filez/standards/frequency_response.html 76 RELIABILITY ACCOUNTABILITY

Questions? Please submit your questions via the chat feature in ReadyTalk The presenters will respond to as many questions as possible during remainder of the scheduled webinar The webinar presentation and slides will be posted to the NERC website 77 RELIABILITY ACCOUNTABILITY