IEEE SA SCC Project Workshop WELCOME

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IEEE SA SCC21 1547 Project Workshop WELCOME December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Dick DeBlasio, IEEE SCC21 Chair John Kulick, Chairman IEEE Standards Association Bill Ash, Director of IEEE Smart Grid Strategic Initiative/Planning Tom Basso, IEEE SCC21 Vice Chair 1

IEEE SA SCC21 1547 Workshop 8:00 am to 8:30 am Sign In 8:30 am to 9:00 am 9:00 am to 9:30 am AGENDA: DAY ONE December 3-2013 Welcome Dick DeBlasio, SCC21 Chair; John Kulick, Chairman IEEE Standards Association; Bill Ash, IEEE HQ Workshop Expectations, Dick DeBlasio IEEE standards: Matt Ceglia IEEE SA & Tom Basso, SCC21 Vice Chair 9:30 am to 10:00 am SCC21 Family of Standards - Tom Basso 10:00 am to 10:30 pm Break 10:30 am to 11:00 pm 11:00 am to 12:00 pm 12:00 pm to 1:00 pm Lunch provided 1:00 pm to 3:00 pm 3:00 pm to 3:30 pm Break 3:30 pm to 4:30 pm 4:30 pm to 5:00 pm Overview of Industry Suggestions from 1547 Workshop (May 2012) Tom Basso 1547 Revision Project: Proposed Straw Man -- TITLE, SCOPE and PURPOSE - Dick DeBlasio Open Discussion - Proposed Straw Man TITLE, SCOPE and PURPOSE All/Tom Basso Technical Ideas Formulated into Straw Man TITLE/SCOPE/PURPOSE All/Tom Basso and Dick DeBlasio Tomorrow s Expectations Dick DeBlasio 2

IEEE SA SCC21 1547 Workshop AGENDA DAY TWO December 4, 2013 8:00 am to 8:30 am Sign In 8:30 am to 10:30 am Reach Closure Establish a Final Draft Straw man TITLE/SCOPE/PURPOSE. Is there a convergence of technical ideas? Are the recommendations and rationale transparent? Any Fine tuning? All/Dick DeBlasio, Tom Basso 10:30 am to 11:00 am Break 11:00 am to 12:00 pm Next Steps Dick DeBlasio, Tom Basso, Bill Ash, and Matt Ceglia 12:00 pm to 12:15 pm IEEE Conformity Assessment Program (ICAP) 12:15 pm (Lunch on your own) Thank You! Meeting Adjourned 3

In the Beginning IEEE Std 1547 Standard for Interconnecting Distributed Resources with Electric Power Systems was approved by the IEEE Standards Board in June 2003. It was approved as an American National Standard in Oct. 2003. The published standard is available from the IEEE Standard 1547-2003 Web page. The USA Federal Energy Policy Act of 2005 calls for state commissions to consider certain standards for electric utilities. Under Section 1254 of the act: "Interconnection services shall be offered based upon the standards developed by the Institute of Electrical and Electronics Engineers: IEEE Standard 1547 for Interconnecting Distributed Resources With Electric Power Systems, as they may be amended from time to time. 4 4

IEEE SCC21 Executive Committee Meeting Recommendation and Steps On August 14, 2013 in San Francisco the SCC21 Committee recommended that the IEEE SCC21 go forward with a full revision of IEEE 1547, based on the May 2012 workshop results. Allowing time for the agreed to amendments to 1547 (1547.a and 1547.1a), a Project Authorization Request (PAR*) workshop was recommended by the Sponsor (SCC21) with the intent of providing an initial venue in developing and conducting the planned Full Revision -- This is that Workshop. * the PAR consists of a scope, purpose, and title, and administrative details sponsored by the SCC21 and submitted to the IEEE SA NESCOM (New Standards Committee) and Standards Board for approval to officially move forward. 5 5

IEEE SA SCC21 1547 Project Workshop Workshop Expectations December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Dick DeBlasio, IEEE SCC21 Chair Bill Ash, Director of IEEE Smart Grid Strategic Initiative/Planning 6

Purpose of IEEE SA SCC21 1547 Workshop Provide a Forum for Dialogue and Understanding of the Current Status of IEEE 1547 Identify Technical Concepts and Ideas for Proposed PAR (Scope and Purpose, e.g., IEEE Std 2030 Smart Grid considerations?) Define and Establish 1547 PAR for Full Revision Discuss Working Group and Task Force(s) Structure 7

Original & Current IEEE 1547 Std (2003) Standard Title, Scope, and Purpose Standard Title IEEE Std 1547 Standard for Interconnecting Distributed Resources with Electric Power Systems Scope This standard establishes criteria and requirements for interconnection of distributed resources (DR) with electric power systems (EPS). Purpose This document provides a uniform standard for interconnection of distributed resources with electric power systems. It provides requirements relevant to the performance, operation, testing, safety considerations, and maintenance of the interconnection. 8 8

IEEE Std 2030 Guide (2011) Tiile: IEEE Std 2030 Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation with the Electric Power System (EPS), End-Use Applications, and Loads Scope: This document provides guidelines for smart grid interoperability. It also provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system (EPS) with end-use applications and loads. The guide discusses alternate approaches to good practices for the Smart Grid. Purpose: This document provides guidelines in understanding and defining smart grid interoperability of the EPS with end-use applications and loads. Integration of energy technology and information and communications technology (ICT) is necessary to achieve seamless operation for electric generation, delivery, and enduse benefits to permit two-way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this guide, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible EPS. 9

Some Questions To Consider (for 1547 Revision) IEEE 1547 addresses interconnection of DR 10 MVA at the PCC. - Should transmission voltages be in IEEE 1547 (what values)? - Should DR MVA be increased (what value)? What changes are needed to allow for high penetration of distributed resources? Do we need to expand and include more requirements for islanding (microgrids, etc.) in IEEE 1547? What recommendations from P1547.8 do we revise into IEEE 1547? Should we expand IEEE 1547 to include IEEE 2030 interoperability, interfaces, communication, cyber, information management, etc., requirements and protocols? Would it be more efficient to include the 1547.1 testing procedures (revised ) all in one 1547 full revision document? 10

IEEE SA SCC21 1547 Project Workshop IEEE Standards Association (SA) and SCC21 Sponsor December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Matt Ceglia, IEEE Staff Liaison & Tom Basso, SCC21 Vice Chair 11

Institute of Electrical and Electronics Engineers (IEEE) IEEE is an international technical professional society Membership - more than 375,000 individual electrical, electronics and computer engineers from 147 countries IEEE A pre-eminent global standards body. 12

How the IEEE-SA Fits Organizationally within IEEE MEMBERS Board of Directors Executive Committee Exec Director & Staff Publication Activities IEEE-USA Educational Activities Member & Geographic Activities Standards Association Technical Activities 13

IEEE-SA Governance Structure Board of Governors (BOG) Legal & fiduciary, strategy, policy, finance, Bus Dev, International, Appeals, Awards Standards Board (SASB) Standards Process SCC Oversight Standards Working Groups/ Projects Corporate Advisory Group (CAG) Corporate Program Strategy Sponsor Sponsors Societies, Standards Coordinating Committees, CAG, etc. 14

The Institute of Electrical and Electronic Engineers Standards Association (IEEE-SA) is the leading developer of global standards in a broad range of industries Power and Energy Biomedical and Healthcare Information Technology Telecommunications Transportation Nanotechnology Information Assurance 44 IEEE Technical Societies For over a century, the IEEE-SA has offered an established standards development program that features balance, openness, due process, and consensus. 15

IEEE-SA Standards Board Encourages and coordinates the development and revision of IEEE standards Approves the initiation of IEEE standards projects Reviews IEEE standards projects for consensus, due process, openness, and balance Gives final approval to IEEE standards prior to publication and processes all necessary appeals. Standards Coordinating Committees * (SCC) When the scope of an activity is too broad to be encompassed in a single IEEE Society, the IEEE-SA Standards Board will establish its own standards developing committee (SCC) to perform this function when necessary. * an SCC reports directly to the Standards Board. There are over 15 SCC active committee s. SCC21 is one of these committees and has been operating since 1981) 16

IEEE Standards Development Approach Voluntary Consensus Standard - Hallmark of the standards process - Open to all dedicated parties - IEEE ballot member categories (example): General Interest, Producer, User Early History of SCC21 (since 1981) Developed a body of PV Standards; Incorporated SCC23 DG Guide IEEE 1001 and activities into SCC21 in 2000; published in late 1980 s IEEE 929 (SCC21 Interconnection Recommended Practice) in response to PURPA (1978); and established IEEE 1547 in 2003 in response to deregulation and interconnection needs by DG industry. 17

IEEE Standards Board Standards Coordinating Committee 21 (SCC21) IEEE SCC21 Scope and Purpose The IEEE Standards Coordinating Committee 21 oversees the development of standards in the areas of fuel cells, photovoltaics, dispersed generation, and energy storage, and coordinates efforts in these fields among the various IEEE societies and other affected organizations to insure that all standards are consistent and properly reflect the views of all applicable disciplines. Reviews all proposed IEEE standards in these fields before their submission to the IEEE-SA Standards Board for approval and coordinates submission to other organizations. 18

IEEE SCC21 Officers/Committee (2013) R. DeBlasio IEEE SA SCC21 Chair Member IEEE Standards Association Board of Governors; IEEE SA Liaison to U.S. DOE; and IEEE SA Liaison to NIST Smart Grid Project T. S. Basso IEEE SA SCC21 Vice-Chair and Secretary; NREL W. Ash Director of IEEE Smart Grid Strategic Initiative/Planning Joan Woolery - IEEE SCC21 Staff Liaison IEEE SA SCC21 Committee R. DeBlasio (Chair SCC21, 1547, 2030) T. Basso (SCC21 vice chair & secretary; 1547a and 1547.8 Co-Chair, 2030.2 Vice-Chair; etc., NREL) - D. Bassett (Vice Chair 1547.2; Co-Chair P1547.8; retired PPL Electric Utilities) - J. Bzura (Vice Chair P1547.6; retired U.S. National Grid) - J. Daley (Chair 1547.1; P1547a Co-Chair, consultant, retired ASCO Power Technologies) - D. Dawson (PES; consultant; retired Southern California Edison Corp.) - F. Goodman (Chair 1547.3; 1547 co-chair; San Diego Gas & Electric Corp.) - K. Hecht (Fuel Cells) - Y. Hou (P2030.3 Chair) - G. Johnson (PES Power Systems Relay Committee; Basler Electric Co.) - J. Koepfinger (Chair 1547.6; 1547 co-chair; IEEE SA Board Member Emeritus/PES; retired Duquesne Power & Light) - B. Kroposki (Chair 1547.4; NREL) - P. McNutt (Chair PV Storage/Batteries) - T. Prevost (Vice Chair 2030; Weidmann Diagnostic Solutions, Inc.) - P. Bishop (Chair 2030.1 Chair; Bishop Group) - C. Rogers (NERC standards; Consumers Energy) - R. Saint (Chair 1547.2 and P1547.7; retired National Rural Electric Cooperative Association) - M. Siira (Chair P2030.2; ComRentCorp) - T. Zgonena (UL Liaison; UL) 19

IEEE Standards Classification Standards: documents specifying mandatory requirements (shall) Recommended Practice: documents in which procedures and positions preferred by the IEEE are presented (should) Guide: documents that furnish information -- e.g., provide alternative approaches for good practice, suggestions stated but no clear-cut recommendations are made (may) 20

IEEE Style Example Word Usage Shall indicates mandatory requirements (shall equals is required to ). Should is used to indicate a recommendation (should equals is recommended that ). Should indicates that among several possibilities one is recommended as particularly suitable, without necessarily mentioning or excluding others; or, should indicates a certain course of action is preferred but not necessarily required. May is used to indicate a course of action permissible within the limits of the standard ( may equals is permitted to ). Can is used for statements of possibility and capability, whether material, physical, or causal ( can equals is able to ). Note: (a) use of the word must is deprecated and shall not be used when stating mandatory requirements; must is used only to describe unavoidable situations. (b) use of the word will is deprecated and shall not be used when stating mandatory requirements; will is only used in statements of fact. 21

IEEE SA SCC21 1547 Project Workshop SCC21 Family of Standards December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Tom Basso, IEEE SCC21 Vice Chair 22

Smart Grid Concepts: Interconnection (1547) & Interoperability (2030) System of Systems Approach Smart Grid: the integration of power, communications, & information technologies for an improved electric power infrastructure serving loads while providing for an ongoing evolution of end-use applications. (Std 2030) Interoperability: the capability of two or more networks, systems, devices, applications, or components to externally exchange and readily use information securely and effectively. (Std 2030)

. IEEE SCC21 1547 Family of Interconnection Standards P1547a Amendment 1 ballot 91% affirmation; recirculation planned Dec 2013. P1547.1a formal meeting Dec 5; (study group met Aug 2013) Withdrawn Dec 2013 at IEEE for approval/publication 2014 planned ballot 24

IEEE 1547 IS: A Technical Standard Functional Requirements For the interconnection itself the interconnection test Technology neutral, e.g., does not specify particular equipment or type A single (whole) document of mandatory, uniform, universal, requirements. Should be sufficient for most installations. IEEE 1547 Is NOT: a design handbook an application guide an interconnection agreement prescriptive, e.g., does not address DR self-protection, nor planning, designing, operating, or maintaining the Area EPS. 25

IEEE Std 1547.1 (2005; reaffirmed 2011) Standard for Conformance Test Procedures specifies the type, production, and commissioning tests that shall be performed to demonstrate that interconnection functions and equipment of a distributed resource (DR) conform to IEEE Std 1547. Interconnection System (ICS) Distributed Resource (DR) (Internal Combustion, Photovoltaics, Wind, Fuel Cell, Turbine, Storage, etc.) Energy Conversion (Inverter, Converter) Generator (Induction, Synchronous) System Control (Output Levels, Start/Stop, etc.) Electrical Protection (abnormal protection) Steady-State Control (V, I, W, VAR, pf) Area EPS or Local EPS Ancillary Equipment 1547.1 Fig 1 - Boundaries between the interconnection system, EPS and DR. 26

IEEE 1547 Interconnection Standards Use in USA

SCC21 2030 Smart Grid Interoperability Family of Standards IEEE Std 2030 (2011) 28

Smart Grid Interoperability: the Integration of Power, Communications and Information Technologies

IEEE Std 2030 Smart Grid Interoperability Provides a knowledge base addressing terminology, characteristics, and smart grid functional performance. Establishes the 2030 SGIRM (Smart Grid interoperability reference model) -- inherently allowing extensibility, scalability, and upgradeability. SGIRM defines three integrated architectural perspectives: power systems, communications technology, and information technology. SGIRM emphasis is on: functional interfaces, logical connections and data flows. IEEE Std 2030 establishes design tables and classification of data flow characteristics, templates for establishing power perspective needs and for identifying and integrating information/communication technology protocols, standards, etc. ( reliability/security/cyber, quality of service, connection medium).

IEEE 2030: 1 st /Only Consensus, SG System Architecture Standard Simplified Example - Power System Perspective: Service Provider controls Customer DG, Community Energy Storage & Controllable ac Loads (protection, reliability, security, testing, etc. aspects not highlighted) IEEE Std 2030 Power System Integrated Architectural Perspective (PS-IAP) 31

IEEE SA SCC21 1547 Project Workshop Overview of Industry Suggestions: IEEE 1547 May 2012 Workshop May 2012 minutes at http://grouper.ieee.org/groups/scc21/1547/docs/p1547-workshop-201205-minutes.pdf December 3-4, 2013 New Brunswick, New Jersey, Hyatt Regency Tom Basso, IEEE SCC21 Vice Chair 32

Topics for 1547 Change (May 2012 workshop results) As a result of the May workshop, P1547a* Amendment 1 to IEEE Std 1547 addressed the following top three issues of that workshop. Voltage regulation (directly affecting IEEE Std 1547 clause 4.1 General requirements sub-clause 4.1.1 Voltage regulation. Voltage ride through (directly affecting IEEE Std 1547 clause 4.2 Response to Area EPS abnormal conditions sub-clause 4.2.3 Voltage). Frequency ride through (directly affecting IEEE Std 1547 clause 4.2 Response to Area EPS abnormal conditions subclause 4.2.4 Frequency). ------------------- ------------------- * P1547a IEEE ballot was successful and is in process targeting completion in Dec. 2013. 33

Topics for 1547 Change (May 2012 onsite list slide 1/4) 1. Remove thou shall not regulate voltage & allow voltage regulation with agreement of area EPS, suggest including at request of area EPS 2. Remove trip times to allow coordination with FERC 661A and transmission requirements 3. Allow voltage regulation when permitted by local utility 4. UF ride through (NPCCA3 curve) 5. Add a short-circuit behavior test 6. Add an open-circuit behavior test 7. Provision for ramp up/down capability to avoid voltage issues and coordinate with existing voltage regulation requirements 8. Revise clause 7.5.1 of IEEE 1547.1 to allow both 30 and 10 open phase commissioning tests 9. Ride through (V&F) including response 10. Voltage regulations and LVRT both when allowed by utility 11. Voltage regulation implement KNP3 controls for advanced function implementation and interconnect adherence 12. Remove voltage regulation limitations and suggest limits of reaction of DF 34

Topics for 1547 Change (May 2012 onsite list slide 2/4) 13. Add multiple inverter testing to facilitate interconnection system impact review or develop comm trip provision at high penetration 14. Mandatory LVRT and frequency ride through requirements and tests 15. Develop a type of classification system for the different functional products like base 1547 and 1547.1 = utility interactive new voltage regulating grid support =? 16. Need new anti-islanding protocol defined. Old undefined system does not meet needs of high penetration. It should maybe be communications or signal based. 17. Allocate voltage range for DR operation (DR voltage rise can prevent interconnection) 18. Allow volt-var and JZ-watt functions 19. Hardware/controller in the loop (simulation) testing/screening for large power electronics w/o need of full power tests 20. Voltage regulation 21. VAR support 22. LVRT 35

Topics for 1547 Change (May 2012 onsite list slide 3/4) 23. Coordination between 2 second anti islanding and must be off before area EPS recloses 24. DR communication standard 25. Addressing slow oscillations (1-2 Hz) between DRs 26. Widen operating voltage/freq. windows to avoid disconnect 27. Voltage consideration instead of the 10MVA size limit 28. Std is fine for DG connected at PCC need to make new std for system effects due to multiple interconnections: - Penetration - Desensitivity - Voltage regulations 29. Distribution and transmission to be added to the definitions section 36

Topics for 1547 Change (May 2012 onsite list slide 4/4) 30. Revise and update harmonics tables 31. Allow carrier signal method for anti-islanding. So multiple inverters can work 32. Provide for more flexibility to the utilities to connect DR using advanced/innovative methods 33. Allow LVRT in accordance with local NERC regional entities procedures 34. Allow active voltage control, provided it does not require a DDG dispatch or gen management system 35. Clarify anti-islanding section/requirements: - Remove footnote; improve regs for high penetration - Multiple technologies, etc. - Coordination w/reclosing 36. Add over frequency droop (Ref BDEW) 37

IEEE SA SCC21 1547 Project Workshop 1547 Revision: Proposed Straw Man TITLE, SCOPE and PURPOSE December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Dick DeBlasio, IEEE SCC21 Chair and Tom Basso, IEEE SCC21 Vice Chair 38

PAR Title Current 1547 Title. IEEE Std 1547 (2003) Standard for Interconnecting Distributed Resources with Electric Power Systems Proposed New Title: (to be determined - TBD) Workshop Break Out Groups TBD at Meeting Group 1 - Inputs Group 2 - Inputs Group 3 - Inputs 39

PAR Scope Current 1547 Scope. This standard establishes criteria and requirements for interconnection of distributed resources (DR) with electric power systems (EPS). Proposed New Scope: Workshop Break Out Groups TBD at Meeting Group 1 - Inputs Group 2 - Inputs Group 3 - Inputs 40

PAR Purpose Current 1547 Purpose. This document provides a uniform standard for interconnection of distributed resources with electric power systems. It provides requirements relevant to the performance, operation, testing, safety considerations, and maintenance of the interconnection. Proposed Revised Purpose (TBD) Workshop Break Out Groups TBD at Meeting Group 1 - Inputs Group 2 - Inputs Group 3 - Inputs 41

IEEE SA SCC21 1547 Project Workshop PAR DEVELOPMENT CONSENSUS December 3-4, 2013 New Brunswick, New Jersey Hyatt Regency Dick DeBlasio, IEEE SCC21 Chair Tom Basso, IEEE SCC21 Vice Chair 42

Reach Closure Establish a Final Draft Straw Man TITLE/SCOPE/PURPOSE. Is there a convergence of technical ideas? Are the recommendations and rationale transparent? Any Fine tuning? Report : Break Out Group Proposals: Group 1 Group 2 - Group 3 43 Consensus Wording for 1547 PAR Revision: TITLE: SCOPE: PURPOSE: 43

IEEE SA SCC21 1547 Project Workshop Next Steps December 3-4, 2013; New Brunswick, New Jersey Hyatt Regency Dick DeBlasio, Tom Basso, Bill Ash, Matt Ceglia 44

Next Steps 1547 PAR Preparation and Submittal (late Jan.) For NESCOM Consideration and Standards Board Approval in March 2014 P1547 ADHOC meeting - February 2014? - initiate P1547 working group formation, task forces, etc. - Location and dates TBD. 45 45

IEEE Conformity Assessment Program (ICAP) December 4, 2013; New Brunswick, New Jersey Hyatt Regency Bill Ash, Matt Ceglia, Ravi Subramanian 46

Fostering Technological Innovation and Excellence For The Benefit Of Humanity Thank You 47 47