NERC TPL-001-4 Standard Overview

Attachment K Quarter 3 Stakeholder’s MeetingSeptember 29, 2016

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Overview Areas

• Background

• New NERC TPL Standard

• 2016 TPL Plan and Status Update

• 2015 Planning Assessment Results

• Compliance Monitoring and Enforcement

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Common Acronyms

• BES – Bulk Electric System

• ERO – Electric Reliability Organization

• FERC – Federal Energy Regulatory Commission

• NERC – North American Electric Reliability Corporation

• WECC – Western Electricity Coordinating Council

• RE – Regional Entity

• TPL – Transmission Planning (Standards Family)

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Why the need of Reliability Standards?• November 9, 1965:

Northeast Blackout resulting in loss of power to 30 million people

• July 13-14, 1977: Blackout of New York City resulting in loss of power to 9 million people and widespread looting, arson and rioting

• July 2-3, 1996 & August 10, 1996:Western North American Blackouts impacting areas across Western Canada, Western United States and Northwest Mexico, resulting in loss of power to more than 7.5 million people

• August 14, 2003: Northeast/Midwest Blackout, including Ontario, Canada, resulting in loss of power to 50 million people (largest to date) 4

Actions taken after the 2003 Blackout?

• 2005: U.S. Energy Policy Act of 2005 creates the Electric Reliability Organization (ERO)

• 2006: Federal Energy Regulatory Commission (FERC) certified NERC as the ERO; Memorandum of Understanding (MOUs) with some Canadian Provinces

• 2007: North American Electric Reliability Council became the North American Electric Reliability Corporation (NERC); FERC issued Order 693 approving 83 of 107 proposed reliability standards; became mandatory and enforceable

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What are the Reliability Standards?

• Reliability Standards are the planning and operating rules that electric utilities follow to ensure the most reliable system possible

– Standards are developed by the industry using a inclusive process managed by the NERC Standards Committee

– Committee is facilitated by NERC staff and comprised of representatives from many electric industry sectors

• NERC has eight Regional Entities (RE’s) across the United States and Canada

– The RE’s are responsible for compliance monitoring and enforcement of the reliability standards

– PacifiCorp’s RE is the Western Electricity Coordinating Council (WECC)

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List of NERC Reliability Standards

1. (BAL) Resource and Demand Balancing (10)

2. (CIP) Critical Infrastructure Protection (11)

3. (COM) Communication (2)

4. (EOP) Emergency Preparedness and Operations (8)

5. (FAC) Facility Design, Connections, and Maintenance (9)

6. (INT) Interchange Scheduling and Coordination (4)

7. (IRO) Interconnection Reliability Operations and Coordination (15)

8. (MOD) Modeling, Data, and Analysis (12)

9. (NUC) Nuclear (1)

10. (PER) Personnel Performance, Training, and Qualifications (4)

11. (PRC) Protection and Control (23)

12. (TOP) Transmission Operations (9)

13. (TPL) Transmission Planning (1)

14. (VAR) Voltage and Reactive (4)

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14 Reliability Standards Categories and 113 Standards in Total

15th Standard approved by FERC in Sep. 2016 for Geomagnetic Disturbances

Who develops the Reliability Standards?

• FERC– Approves/denies following full NERC process

• NERC– Standard Action Request (SAR)– Board of Trustees (BOT) approves/denies

continent wide (NERC) and regional (WECC) standards

– Standard Drafting Teams (SDT)– Industry involved approval process

• WECC– Oversees regional enforcement of reliability

standards– Oversees the development of regional standards

(more stringent than continent standards)– BOT approves regional (WECC) standards– Committee only approves Criterion

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FERC

NERC

WECC

Who are NERC’s Regional Entities?

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WECC: Western Electricity

Coordinating Council

MRO: Midwest Reliability

Organization

SPP: Southwest Power Pool

TRE: Texas Regional Entity

NPCC: Northeast Power

Coordinating Council

RFC: ReliabilityFirst Corporation

SERC: SERC Reliability

Corporation

FRCC: Florida Reliability

Coordinating Council

Move to the new NERC TPL-001-4 Standard

• NERC standard TPL-001-4 refers to Transmission System Planning Performance requirements – became fully effective and enforceable on January 1, 2016

• The new standard officially replaced the four individual standards previously in place – i.e., TPL-001-0.1, TPL-002-0b, TPL-003-0b and TPL- 004-0a– TPL-001-0.1 was for performance under normal conditions (Category A)– TPL-002-0b was for loss of a single BES element (Category B)– TPL-003-0b was for loss of two or more BES elements (Category C)– TPL-004-0a was for loss of two or more BES elements (Category D or Extreme Events)

• Overall, the new standard was expanded over the previous standards with increased performance criteria and requirements – it has 65 requirements and sub-requirements

• PacifiCorp is one of the first utilities in the industry to adopt the standard in its Transmission Planning Assessment performed in 2015 – results of which are summarized in another slide

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TPL-001-4 Standard Requirements• R1 – Each Transmission Planner and Planning Coordinator shall maintain system models within its

respective area for performing the studies needed to complete its Planning Assessment…

• R2 – Each Transmission Planner and Planning Coordinator shall prepare an annual Planning Assessment of its portion of the BES…

• R3 – For the Steady-State portion of the Planning Assessment, each Transmission Planner and Planning Coordinator shall perform studies for the Near-Term and Long-Term Transmission Planning Horizons…

• R4 – For the Stability portion of the Planning Assessment, each Transmission Planner and Planning Coordinator shall perform the Contingency analysis listed in Table 1…

• R5 – Each Transmission Planner and Planning Coordinator shall have criteria for acceptable Steady-State voltage limits, post-Contingency voltage deviations, and transient voltage response for its system…

• R6 – Each Transmission Planner and Planning Coordinator shall define and document, within their Planning Assessment, the criteria or methodology used in the analysis to identify System instability…

• R7 – Each Planning Coordinator, in conjunction with each of its Transmission Planners, shall determine and identify each entity’s individual and joint responsibilities for performing the required studies…

• R8 – Each Transmission Planner and Planning Coordinator shall distribute its Planning Assessment resultsto adjacent Planning Coordinators and adjacent Transmission Planners…

11Each Requirement has multiple Sub-Requirements – 57 in total

Some new requirements of TPL-001-4

• Spare Equipment Strategy– R2.1.5 requires an annual study of impacts for the loss of major equipment, such as power transformers, that do not

have a spare unit available and have a lead time of one year or more – studies shall be performed for the P0, P1 and P2 categories shown in Table 1 with the identified equipment out of service

• Short Circuit Analysis– R2.3 requires a short circuit analysis to be conducted annually within the Near-Term Transmission Planning Horizon to

determine if circuit breakers have interrupting capability for faults they would be expected to interrupt – R2.8 requires a Corrective Action Plan to address circuit breakers subject to short circuit interrupting duty levels that

exceed their equipment rating

• Non-consequential Load Loss– R2.7.2 cites that if situations arise that are beyond the control of the Transmission Planner or Planning Coordinator

that prevent implementation of a Corrective Action Plan in the required timeframe, it is permitted to utilize Non-Consequential Load Loss and curtailment of firm Transmission Service (≤ 75 MW) to correct the situation that would normally not be permitted in Table 1 – this grace period is in place for five years from the date the standard was approved in 2015

• Protection System Studies (R3.3.1)– R3.3.1 requires simulating the removal of all elements that the protection system and other automatic controls are

expected to disconnect for each Contingency without operator intervention – includes RAS and other protection systems with automatic control

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PacifiCorp’s TPL Study Schedule and Status

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PacifiCorp's 2016 NERC TPL Study Schedule

Task Name

Target Completion

Dates Duration

Develop Study Plan 3/17/2016 1 Week

Develop Study Methodology 4/8/2016 2 Weeks

Study Kickoff 4/15/2016 1 Week

Review WECC Regional Performance Criteria and PacifiCorp's Thermal and Voltage Criteria

4/22/2016 1 Week

Develop and Finalize Base Cases

6/21/2016 4 Weeks

Develop Contingency Definition Files

6/30/2016 2 Weeks

Develop and Send Preliminary Contingency Description to Adjacent Utilities

6/30/2016 1 Week

Run Simulation and Summarize Results

9/1/2016 10 Weeks

Run Simulation and Summarize Results for Sensitivity and Spare Equipment, etc.

9/20/2016 10 Weeks

Report Write-up and File Documentation

11/1/2016 4 Weeks

Operating procedures Drafting, PRC-023 R6 Reporting

12/1/2016 8 Weeks

TPL Study Status

• Study Plan draft completed March 17, 2016

• Study Methodology draft completed April 22, 2016

• Kickoff meeting held April 16, 2016

• 10 Base Cases completed for Steady-State analysis in June 2016

– four for PACE and six for PACW

PACW Bases Cases – 2017 summer peak, 2017-2018 winter peak,

2021 summer peak, 2021-2022 winter peak, 2018 light spring and

2026 summer peak (Long-Term)

PACE Base Cases – 2017 summer peak, 2021 summer peak, 2018

light spring and 2026 summer peak (Long-Term)

• 3 Base Cases for PACE and PACW to perform Stability Analysis

– 2017 summer peak, 2018 light spring and 2026 summer peak

(Long-Term, if necessary)

• Simulations are currently being run for Steady-State base cases

• Stability analysis will be performed based upon the results of the

Steady-State simulations

• Short-circuit study is completed – some over-duty breakers found

• Analysis for extreme events, sensitivity studies and loss of major

equipment without spares will proceed at the conclusion of the

Steady-State analysis

• Study team is targeting early November 2016 to deliver

preliminary reports for PACE and PACW

Results of the 2015 Planning Assessment

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Contingency Studies Performed

Activity Description PACE PACW Total

Planning Events Studied for Steady-State Analysis 465,279 46,116 511,395

Transient Stability Contingencies Studied for Planning Events 125 152 277

Extreme Events Studied for Steady-State Analysis 16 9 25

Extreme Events Studied for Stability Analysis 6 6 12

Sensitivity Cases Studied for Steady-State Analysis 1 3 4

Sensitivity Cases Studied for Stability Analysis 1 4 5

Results of Contingency Studies

Activity Description

Corrective Action Plans

PACE PACW Total

Steady-State Analysis 17 3 20

Stability Analysis 0 1 1

Extreme Events from Steady-State Analysis 0 0 0

Extreme Events from Stability Analysis 0 0 0

Sensitivity Cases from Steady-State Analysis 0 0 0

Sensitivity Cases from Stability Analysis 0 0 0

Spare Equipment Analysis 1 0 1

Short Circuit Studies 7 0 7

Notes:

1. Deficiencies Identified for Steady-State Analysis of P1-P7 Planning Events: 33 Total (PACE 20, PACW 13)

2. Deficiencies Identified for Stability Analysis of Contingencies Studied for Planning Events: 1 Total (PACE 0, PACW 1)

3. Operating Procedures are put in place to address deficiencies until corrective projects are placed in service

4. PacifiCorp has a total of 38 Operating Procedures in place to address TPL issues (PACE 11, PACW 27)

29 Total Projects

Compliance Monitoring and Enforcement

• WECC, with delegated authority from NERC, is the Regional Entity responsible for compliance monitoring and enforcement for the Western Region of the United States

• WECC provides the environment for development of reliability criteria, occasional regional variances, and coordination of the operating and planning activities of its members– NERC is the driving force for developing new standards through its process of an Open Call for

Standard Drafting to get team members from its Regional Entities memberships – FERC reviews and approves new and modified NERC Standards

• WECC provides audit oversight for compliance with NERC Standards for Critical Infrastructure Protection and Operations and Planning Standards

• NERC has a three year auditing cycle for its Reliability Standards – the next audit of PacifiCorp’s compliance is scheduled for 2019

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NERC TPL-001-4 Standard Overview

Questions?

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