Working Group Meeting October 27, 2016; Oak Brook, IL Facilities Sponsored by ComEd

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IEEE SCC21/P1547.1 Draft Standard Conformance Test Procedures for Equipment Interconnecting Distributed Energy Resources with Electric Power Systems and Associated Interfaces Working Group Meeting October 27, 2016; Oak Brook, IL Facilities Sponsored by ComEd Chair: Sudipta Chakraborty Secretary: Andy Hoke Treasurer: Charlie Vartanian Vice Chairs: Babak Enayati Karl Schoder Tim Zgonena IEEE SCC21 Liaison: Mike Kipness -------------- ------------------- ----------------------- Sudipta.Chakraborty@NREL.gov 303 384-7093 Andy.Hoke@NREL.gov 303 275-4416

Welcome Security Procedures and Onsite Contact Manuel Avendano Manager, Smart Grid & Technology 3/20/2017 2

Evacuation Routes and Emergency Numbers 3/20/2017 3

Agenda P1547.1 Working Group Meeting (Day 1) Thursday 10/27 Full day 8:15-9:00 AM Welcome and introduction: agenda, IEEE mandatory slides, P1547.1 groups, approval of past minutes, timeline to ballot 9:00-9:30 AM Brief review of 1547 Requirements Verification Matrix Clarification of Matrix details/requirements and implications to P1547.1 9:30-10:30 AM Installation, commissioning and periodic testing subgroup session (ICP) 10:30-10:45 AM Break 10:45-11:45 AM Regulation subgroup session (REG) - focus on frequency regulation 11:45 AM-12:15 PM Microgrid capabilities subgroup session (MG) 12:15-1:15 PM Lunch 1:15-2:15 PM Abnormal voltage and frequency subgroup session (V&F) 2:15-3:15 PM Power quality subgroup session (PQ) 3:15-3:30 PM Break 3:30-4:30 PM Unintentional islanding subgroup session (UI) 4:30-5:00 PM Path from 1547 publication to 1547.1 publication 4

Agenda P1547.1 Working Group Meeting (Day 2) Friday 10/28 Half day 8:15-9:15 AM Synchronization subgroup session (Sync) 9:15-10:15 AM Interoperability subgroup session (Interop) 10:15-10:30 AM Break 10:30-11:00 AM Modeling and simulation subgroup session (M&S) 11:00-11:30 AM Hardware-in-the-loop subgroup session (HIL) 11:30 AM-12:00 PM Wrap-up, next actions, adjourn 5

SCC21 P1547.1 Standard Conformance Test Procedures for Equipment Interconnecting Distributed Energy Resources with Electric Power Systems and Associated Interfaces (IEEE SA Standards Board approved PAR Dec 2014) Scope This standard specifies the type, production, commissioning and periodic tests, and evaluations that shall be performed to confirm that the interconnection and interoperation functions of equipment and systems interconnecting distributed energy resources with the electric power system conform to IEEE Standard 1547. 6

SCC21 P1547.1 Standard Conformance Test Procedures for Equipment Interconnecting Distributed Energy Resources with Electric Power Systems and Associated Interfaces Purpose Interconnection equipment that connects distributed energy resources (DER) to an electric power system (EPS) shall meet the requirements specified in IEEE Standard 1547. Standardized test and evaluation procedures are necessary to establish and verify compliance with those requirements. These procedures shall provide repeatable results and flexibility to accommodate a variety of DER technologies and functions. 7

Participants: IEEE Disclosure of Affiliation Every member and participant in a working group, Sponsor ballot, or other standards development activity shall disclose his or her affiliation(s), which includes employer(s) and any other affiliation(s). An individual is deemed affiliated with any individual or entity that has been, or will be, financially or materially supporting that individual s participation in a particular IEEE standards activity. This includes, but is not limited to, his or her employer(s) and any individual or entity that has or will have, either directly or indirectly, requested, paid for, or otherwise sponsored his or her participation. Failure to disclose every such affiliation(s) may result in complete or partial loss of rights to participate in IEEE-SA activities. An individual is not excused from compliance with this policy by reason of any claim of a conflicting obligation (whether contractual or otherwise) that prohibits disclosure of affiliation(s). A person who believes that a participant s disclosure is materially incomplete or incorrect should report that fact to the appropriate Sponsor(s). 8

Disclosure of Affiliation All participants please announce your name and affiliation Also please announce your name and affiliation as you make comments or ask questions Officers Introductions 3/20/2017 9

Participants, Patents, and Duty to Inform All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. Participants: -- Shall inform the IEEE (or cause the IEEE to be informed) of the identity of each holder of any potential Essential Patent Claims of which they are personally aware if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents - Personal awareness means that the participant is personally aware that the holder may have a potential Essential Patent Claim, even if the participant is not personally aware of the specific patents or patent claims -- Should inform the IEEE (or cause the IEEE to be informed) of the identity of any other holders of such potential Essential Patent Claims (that is, third parties that are not affiliated with the participant, with the participant s employer, or with anyone else that the participant is from or otherwise represents) -- The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group l l Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2 Early identification of holders of potential Essential Patent Claims is strongly encouraged No duty to perform a patent search 10

Patent Related Links All participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development. Patent Policy is stated in these sources: IEEE-SA Standards Boards Bylaws http://standards.ieee.org/guides/bylaws/sect6-7.html#6 IEEE-SA Standards Board Operations Manual http://standards.ieee.org/guides/opman/sect6.html#6.3 Material about the patent policy is available at http://standards.ieee.org/board/pat/pat-material.html If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at patcom@ieee.org or visit http://standards.ieee.org/board/pat/index.html This slide set is available at http://standards.ieee.org/board/pat/pat-slideset.ppt 11

Call for Potentially Essential Patents If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance: Either speak up now or Provide the chair of this group with the identity of the holder(s) of any and all such claims as soon as possible or Cause an LOA to be submitted 12

Other Guidelines for IEEE WG Meetings All IEEE-SA standards meetings shall be conducted in compliance with all applicable laws, including antitrust and competition laws. Don t discuss the interpretation, validity, or essentiality of patents/patent claims. Don t discuss specific license rates, terms, or conditions. Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings. Technical considerations remain primary focus Don t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets. Don t discuss the status or substance of ongoing or threatened litigation. Don t be silent if inappropriate topics are discussed do formally object. --------------------------------------------------------------- See IEEE-SA Standards Board Operations Manual, clause 5.3.10 and Promoting Competition and Innovation: What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy for more details. 13

IEEE 1547 Standards Example Use in USA 14

P1547.1 WG Approvals P1547.1 June WG meeting minutes (June 16, Portland OR) Uploaded to imeet on July 28, 2016 To be approved on October 27, 2016 approved at the meeting with majority 15

P1547.1 Subgroups October 2016 Chair/Officer: Sudipta Chakraborty Officer: Tim Zgonena Officer: Karl Schoder Officer: Babak Enayati Overall document (OD) Abnormal voltage and frequency tests (V&F) Modeling and simulation (M&S) Installation, commissioni ng, periodic tests (ICP) General requirements (GR) Voltage and frequency regulation tests (Reg) Hardware-inthe-loop tests (HIL) DER microgrid capabilities (MG) Unintentional islanding tests (UI) Interoperabil ity tests (Interop) Chair: Tom Basso Power quality tests (PQ) Secretary: Andy Hoke Ramp rate tests (RR) Synchronizat ion tests (Sync) 16

P1547.1 Subgroups October 2016 Subgroup General requirements Overall Document Abnormal voltage and frequency conditions tests Voltage and frequency regulation tests Unintentional islanding tests Power quality tests Soft start/ramp rate tests Synchronization tests Modeling and simulation Hardware-in-the-loop tests Interoperability tests Installation, commissioning, and periodic testing DER microgrid capabilities and microgrid interconnection devices Officer Sudipta Chakraborty Sudipta Chakraborty Tim Zgonena Tim Zgonena Tim Zgonena Tim Zgonena Tim Zgonena Tim Zgonena Karl Schoder Karl Schoder Karl Schoder Babak Enayati Babak Enayati Sudipta Chakraborty Sudipta Chakraborty John Berdner Brian Lydic Sig Gonzalez Bob White Delayed start Marcelo Algrain Delayed start Karl Schoder Brian Seal Mark Siira Chris Rowe? Subgroup Chair(s) Mark Siira Marcelo Algrain Jon Ehlmann Greg Kern Soonwook Hong Bob Fox Wayne Stec Tom McDermott? Jens Boemer Aminul Huque John Berdner Note: Listing order of subgroup chairs is arbitrary 17

P1547.1 Subgroup Call Schedule October 2016 Subgroup Designation P1547.1 Officers / subgoup chairs GR - General Reqs OD - Overal Document V&F - Abnormal conditions (V/FRT) tests REG - Voltage and frequency regulation tests UI - Unintentional islanding tests PQ - Power quality tests RR - Ramp rate/soft start tests Sync - Synchronization tests M&S - Modeling and simulation tests HIL - Hardware-in-the-loop tests Interop - Interoperability tests ICP - Installation, commissioning, and periodic tests MG - DER microgrid capability and interconnection device tests MON TUE WED THU FRI EDT EDT EDT EDT EDT 11am, biweekly 3-4pm, biweekly 12-1pm, biweekly 1-2pm 4pm, biweekly 11am-12pm (DONE as of Aug 2016) 12-2pm 3-4pm, biweekly 18

Production Tests Definition: o Production test: A test conducted on every unit of equipment prior to shipment (IEEE 1547.1-2005) In IEEE 1547.1-2005, the only production tests are for tripping and synchronization For P1547.1 any revised or new production tests are the responsibility of the subgroups writing the corresponding Type tests 19

Tentative Timeline to Ballot for P1547.1 Dates Activities Status June 16, 2016 P1547.1 WG meeting Draft 1 initiated Done Summer 2016 P1547.1 subgroups work and complete Draft 1 Done September 30, 2016 P1547.1 Draft 1 posted for WG consideration Done October 15, 2016 Comments posted to imeet Central Done October 27-28, 2016 P1547.1 WG meeting Draft 1 discussed Ongoing January 31, 2017 March 1-2/3 2017 May 2017 June 2017 September 2017 October 2017 January 2018 February 2018 March 15, 2018 April 15, 2018 April May 2018 June 2018 July 2018 P1547.1 Draft 2 posted for WG meeting P1547.1 WG meeting Draft 2 discussed P1547.1 Draft 3 posted for WG meeting P1547.1 WG meeting Draft 3 discussed P1547.1 Draft 4 posted for WG meeting P1547.1 WG meeting Draft 4 discussed P1547.1 Draft 5 posted for WG meeting P1547.1 WG meeting Draft 5 discussed P1547.1 Pre-ballot draft sent to WG P1547.1 Comment sheet feedback on pre-ballot draft P1547.1 Subgroups work on pre-ballot resolution Pre-ballots comments resolution completed P1547.1 To IEEE ballot 20 NERC, Atlanta GA 1.5 or 2 Days? Will try to make it accelerate d

Fostering Technological Innovation and Excellence For The Benefit Of Humanity Thank You 21

IEEE SCC21/P1547.1 Draft Standard Conformance Test Procedures for Equipment Interconnecting Distributed Energy Resources with Electric Power Systems and Associated Interfaces P547.1 Working Group Meeting October 27-28, 2016; Oak Brook, IL Next Actions Chair: Sudipta Chakraborty Secretary: Andy Hoke Treasurer: Charlie Vartanian Vice Chairs: Babak Enayati Karl Schoder Tim Zgonena IEEE SCC21 Liaison: Mike Kipness -------------- ------------------- ----------------------- Sudipta.Chakraborty@NREL.gov 303 384-7093 Andy.Hoke@NREL.gov 303 275-4416

Tentative Timeline to Ballot for P1547.1 Dates Activities Status June 16, 2016 P1547.1 WG meeting Draft 1 initiated Done Summer 2016 P1547.1 subgroups work and complete Draft 1 Done September 30, 2016 P1547.1 Draft 1 posted for WG consideration Done October 15, 2016 Comments posted to imeet Central Done October 27-28, 2016 P1547.1 WG meeting Draft 1 discussed Ongoing January 31, 2017 March 1-2, 2017 May 2017 June 2017 September 2017 October 2017 January 2018 February 2018 March 15, 2018 April 15, 2018 April May 2018 June 2018 July 2018 P1547.1 Draft 2 posted for WG meeting P1547.1 WG meeting Draft 2 discussed P1547.1 Draft 3 posted for WG meeting P1547.1 WG meeting Draft 3 discussed P1547.1 Draft 4 posted for WG meeting P1547.1 WG meeting Draft 4 discussed P1547.1 Draft 5 posted for WG meeting P1547.1 WG meeting Draft 5 discussed P1547.1 Pre-ballot draft sent to WG P1547.1 Comment sheet feedback on pre-ballot draft P1547.1 Subgroups work on pre-ballot resolution Pre-ballots comments resolution completed P1547.1 To IEEE ballot 23 NERC, Atlanta GA 1.5 days

Next Steps Till Next P1547.1 WG Meeting Nov. 2016 Jan. 2017 P1547.1 subgroups work and complete Draft 2 materials Jan 23, 2027 P1547.1 Draft 2 content due to Andy Jan. 31, 2017 P1547.1 Draft 2 posted in imc for WG consideration Feb. 10, 2017 Comments due to P1547.1 Secretary Feb. 15, 2017 Mar. 1-2, 2017 Compiled comments provided to the subgroups P1547.1 WG meeting Draft 2 discussed Next meeting at Atlanta, 1.5 days for P1547.1 (following 1.5 days of P1547) 24

P1547.1 Subgroup Call Schedule October 2016 Subgroup Designation P1547.1 Officers / subgoup chairs GR - General Reqs OD - Overal Document V&F - Abnormal conditions (V/FRT) tests REG - Voltage and frequency regulation tests UI - Unintentional islanding tests PQ - Power quality tests RR - Ramp rate/soft start tests Sync - Synchronization tests M&S - Modeling and simulation tests HIL - Hardware-in-the-loop tests Interop - Interoperability tests ICP - Installation, commissioning, and periodic tests MG - DER microgrid capability and interconnection device tests MON TUE WED THU FRI EDT EDT EDT EDT EDT 11am, biweekly 3-4pm, biweekly 12-1pm, biweekly 1-2pm 4pm, biweekly 11am-12pm (DONE as of Aug 2016) 12-2pm 3-4pm, biweekly 25

Next Steps Officers: continue monthly call between officers Officers and Subgroup Chairs: continue monthly calls between the officers and subgroup chairs All subgroups start writing actual test procedures into Draft 2 Utilize IEEE tools (imeet Central, listserv etc.) Adjourn 26

Fostering Technological Innovation and Excellence For The Benefit Of Humanity Thank You 27