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

BAL-003-1 StandardProject 2007-12 Frequency Response and Frequency Bias Setting –

Industry Webinar

Terry L. Bilke – Midwest ISO, Inc.Terry L. Bilke – Midwest ISO, Inc.

David F. Lemmons – Xcel Energy, Inc.

Sydney L. Niemeyer – NRG Texas LP

November 14, 2011

Page 2: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

2 RELIABILITY | ACCOUNTABILITY

• Link to BAL-003-1 Frequency Response and Frequency

Bias Setting Standard Website� http://www.nerc.com/filez/standards/Frequency_Response.html

Page 3: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Agenda

• Frequency Response and Standard background

• Overview of BAL-003-1

• Requirements and Measures

• Bias Setting Process

3 RELIABILITY | ACCOUNTABILITY

• Interconnections and Balancing Authority (BA)

Frequency Response Obligation (FRO)

• Frequency Response Measure (FRM)

• FRS Form 1 and Form 2

• Questions

Page 4: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

4 RELIABILITY | ACCOUNTABILITY

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

Page 5: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Background

• Following a generator (or load loss)

� β stabilizes frequency at a new point

� The contingent BA is responsible for replacing the lost resource in order to release Frequency Response of non-contingent BAs within the Interconnection

5 RELIABILITY | ACCOUNTABILITY

Page 6: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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 β used in the Area Control Error

6 RELIABILITY | ACCOUNTABILITY

� Bias is an approximation of β used 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)

Page 7: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

7 RELIABILITY | ACCOUNTABILITY

• If there is to be a difference between B and β, it is

preferable to be over-biased

Page 8: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

8 RELIABILITY | ACCOUNTABILITY

� 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

Page 9: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

9 RELIABILITY | ACCOUNTABILITY

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

Page 10: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

10 RELIABILITY | ACCOUNTABILITY

� Appropriate Frequency Bias Setting for those providing

Overlap Regulation Service*

� And Minimum Frequency Bias Setting*

*Similar to existing standard

Page 11: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

11 RELIABILITY | ACCOUNTABILITY

Frequency Response is provided by each BA or RSG to

maintain an adequate level of Frequency Response in

the Interconnection

Page 12: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

12 RELIABILITY | ACCOUNTABILITY

• 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

Page 13: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

13 RELIABILITY | ACCOUNTABILITY

Emergency Management System (EMS) for time, frequency

and Net Actual Interchange

Page 14: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

14 RELIABILITY | ACCOUNTABILITY

specified by the ERO to ensure effectively coordinated

Tie Line Bias control

� Similar to existing R1

Page 15: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

15 RELIABILITY | ACCOUNTABILITY

evidence to demonstrate compliance with

Requirement R2

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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

16 RELIABILITY | ACCOUNTABILITY

Reliability Impact on the BA’s Area

� Similar to existing R3

Page 17: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

17 RELIABILITY | ACCOUNTABILITY

explanation when operating in other than Tie Line Bias

mode to demonstrate compliance with Requirement

R3

Page 18: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

18 RELIABILITY | ACCOUNTABILITY

Setting based on the entire area being combined and thereby represent the Frequency Response for the combined area being controlled

� Similar to existing R6

Page 19: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

demonstrate compliance with Requirement R4

Page 20: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

20 RELIABILITY | ACCOUNTABILITY

� 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

Page 21: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

21 RELIABILITY | ACCOUNTABILITY

generation (reduction from existing 1.0% of peak load

or generation)

• More information will be provided later in

presentation

Page 22: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

22 RELIABILITY | ACCOUNTABILITY

or other evidence to demonstrate compliance with

Requirement R5

Page 23: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

23 RELIABILITY | ACCOUNTABILITY

� 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)

Page 24: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

24 RELIABILITY | ACCOUNTABILITY

• 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

Page 25: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

25 RELIABILITY | ACCOUNTABILITY

• 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

Page 26: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

26 RELIABILITY | ACCOUNTABILITY

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

Page 27: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

Page 28: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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 %

28 RELIABILITY | ACCOUNTABILITY

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

Where

Page 29: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

29 RELIABILITY | ACCOUNTABILITY

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

Page 30: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

30 RELIABILITY | ACCOUNTABILITY

� The 12 months run from December 1 through

November 30 of the following calendar year

Page 31: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

31 RELIABILITY | ACCOUNTABILITY

• FRS Form 1 will use all events to determine median

response

• Median response is the BA FRM for that period

Page 32: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

32 RELIABILITY | ACCOUNTABILITY

• List will be Interconnection specific

• Determination of “event” based on specifics in

Attachment A

Page 33: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 1 and 2

• Phase 1 successes and problems

• Lessons learned

• Details of each Form

33 RELIABILITY | ACCOUNTABILITY

Page 34: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

34 RELIABILITY | ACCOUNTABILITY

• 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

Page 35: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Form 1 Issues

• East

� Event time on two events incorrect

� Two events from 2009

• West

� Event selection, out of 15 events

Three events had two contingencies – March 7, March 22 and July 3

35 RELIABILITY | ACCOUNTABILITY

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

Page 36: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

• 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

Form 1 Issues

36 RELIABILITY | ACCOUNTABILITY

• 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

Page 37: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

37 RELIABILITY | ACCOUNTABILITY

Form 1 for the East and West

� Added UTC time of event

Page 38: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

38 RELIABILITY | ACCOUNTABILITY

• 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

Page 39: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Entry Data Worksheet

Enter your BA name

here

Enter your BA’s Frequency

39 RELIABILITY | ACCOUNTABILITY

Preview graph of

frequency data

collected

Enter your BA’s Frequency

Response Obligation (FRO) in

cell B2. Must be a negative

number

Page 40: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Collect Data and Place in Form 2

40 RELIABILITY | ACCOUNTABILITY

“Data” Tab: BA Event scan rate data placed in specific columns

Collect Scan rate data of frequency,

Net Actual Interchange, Bias & BA

Total Energy

Page 41: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Lessons Learned onData 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.

41 RELIABILITY | ACCOUNTABILITY

• 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.

Page 42: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

• 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

Lessons Learned onData Collection

42 RELIABILITY | ACCOUNTABILITY

� 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.

Page 43: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Example of No Data Compression

533.0

536.0

539.0

542.0

545.0

59.94

59.96

59.98

60

60.02

-H

z

Balancing Authority Without data compression/filtering

MW

Wednesday, April 27, 2011

MW

Wednesday, April 27, 2011

539.19

MW

Wednesday, April 27, 2011

MW

Wednesday, April 27, 2011

20 to 52 second Average Period

Frequency

43 RELIABILITY | ACCOUNTABILITY

515.0

518.0

521.0

524.0

527.0

530.0

59.82

59.84

59.86

59.88

59.9

59.92

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

Fre

qu

en

cy -

Hz Average Frequency MW Average MW

MW

MW

MW

59.9055529.05

MW

Net Actual

Interchange

Page 44: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Hz and NAI with Compression

788.0

791.0

794.0

797.0

800.0

59.94

59.96

59.98

60

60.02

-H

z

NAI & Frequency With Data Compression/FilteringM

W

Wednesday, April 27, 2011

MW

Wednesday, April 27, 2011

MW

Wednesday, April 27, 2011

MW

20 to 52 second Average Period

Frequency with compression

44 RELIABILITY | ACCOUNTABILITY

770.0

773.0

776.0

779.0

782.0

785.0

59.82

59.84

59.86

59.88

59.9

59.92

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

Fre

qu

en

cy -

Hz Average Frequency Frequency with Data Compression NAI with Data Compression Average MW

MW

MW

MW

59.9055529.05

MW

Frequency without compression

Page 45: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Frequency Diversity Across the Eastern U. S.

20 to 52 Second B Average

Period

-16 to -2 Second A

Average Period

45 RELIABILITY | ACCOUNTABILITY

Period

Page 46: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Frequency Diversity Across the Western U. S.

20 to 52 Second B Average

Period-16 to -2 Second A

Average Period

46 RELIABILITY | ACCOUNTABILITY

PeriodAverage Period

Page 47: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Frequency Diversity Across Texas

47 RELIABILITY | ACCOUNTABILITY

20 to 52 Second B Average

Period

-16 to -2 Second A

Average Period

Page 48: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FNET Graphs

Courtesy of …

48 RELIABILITY | ACCOUNTABILITY

Page 49: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

49 RELIABILITY | ACCOUNTABILITY

deviation between the A Value and B Value than that in

Form 1, it indicates that the data may be compressed or

filtered

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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

50 RELIABILITY | ACCOUNTABILITY

• Edit formula on Entry Data worksheet

� Cell “C11”

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Identification of t(0) in Data

51 RELIABILITY | ACCOUNTABILITY

“Data” Tab: BA Event scan rate data placed in specific columns

Looking at the frequency data, determine

the first change in frequency that identifies

the beginning of the event. Row 306

becomes t(0)

Page 52: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Entry Data WorksheetSetup

Select cell C8 and edit the formula in cell

52 RELIABILITY | ACCOUNTABILITY

Select cell C8 and edit the formula in cell

C8 to reference the row that t(0) was

identified in the Data worksheet

Page 53: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Determine Event Recovery Time

53 RELIABILITY | ACCOUNTABILITY

Looking at the frequency data, determine when

frequency returns to the pre-event frequency or

60.000 Hz. This occurs in row 473.

Page 54: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Entry Data WorksheetFinal Step

54 RELIABILITY | ACCOUNTABILITY

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

Page 55: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

55 RELIABILITY | ACCOUNTABILITY

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

Page 56: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

3750.0

3800.0

3850.0

59.92

59.94

59.96

59.98

60

60.02

60.04

60.06

60.08

Hz

Balancing Authority My BA Initial P.U. Performance

MW

Monday, October 12, 2009

MW

Monday, October 12, 2009

3788.35

MW

Monday, October 12, 2009

3819.329

1.165

MW

Monday, October 12, 2009

0.747 Initial P.U. Performance Adjusted

20 to 52 second Average Period

Form 2 Frequency Graph

A Value

measured from

t-16 to t-2

seconds

60.042

B Value measured

from t+20 to t+52

seconds

56 RELIABILITY | ACCOUNTABILITY

3550.0

3600.0

3650.0

3700.0

59.72

59.74

59.76

59.78

59.8

59.82

59.84

59.86

59.88

59.9

59.92

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

Freq

uenc

y -

Hz Average Frequency MW Average MW EPFR for FRO Adjusted

MW

MW

MW

59.889

3645.73

MW

secondsseconds

t(0) first change in

frequency as measured by

the BA

Page 57: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Data Worksheet Details

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

Critical Data: Time,

frequency and NAI

Important Data: Transferred

Frequency Response, Contingent

BA Loss, Bias Setting and BA Load

57 RELIABILITY | ACCOUNTABILITY

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 non-

applicable data for Transferred Frequency Response, Contingent BA

Loss or Load,. Leave data as zero or blank.

Page 58: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Data Sign Convention

• Net Actual Interchange +/-

• Joint Owned Unit

� Import (-) Export (+)

• Non-Conforming Load (-)

� Option on Evaluation worksheet to flip sign to positive in

58 RELIABILITY | ACCOUNTABILITY

� 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 (+)

Page 59: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Sign Convention – Part 2

• Transferred Frequency Response

� Receiving BA Rec (-)

� Delivering BA Del (+)

� Interconnection Transferred Frequency Response should

net to zero

59 RELIABILITY | ACCOUNTABILITY

net to zero

• Contingent BA

� Lost Load (-)

� Lost Generation (+)

• BA Bias Setting (-)

• BA Load (+)

Page 60: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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.

60 RELIABILITY | ACCOUNTABILITY

• 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.

Page 61: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

correct data is now copied.

Page 62: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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.

Step 2.

Determine Time of T(0) and edit formula in cell "C8" to reference the correct row of

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.

Step 3. Time of Frequency Recovery to 60 Hz or Pre-Perturbation Hz 2:33:08

Step 4. Enter MW output of generator or load that caused event (+ for gen loss, - for load loss) 633 MW

(Value from NERC Event List. If multiple units, enter total MW loss.)

Cell "

begin

works

refere

frequ

62 RELIABILITY | ACCOUNTABILITY

Step 5.

Hit the big blue button to copy your data for pasting into FRS Form 1 "BA Event Data"

worksheet.

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)

Copy Form 2 Data for

Pasting into Form 1

59.7

59.75

59.8

59.85

59.9

59.95

60

60.05

60.1Copy Button on

Entry Data

worksheet

Page 63: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

63 RELIABILITY | ACCOUNTABILITY

� PasteSpecial/Values into FRS Form 1 on the appropriate

event row

Page 64: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Location of Data for Form 1

64 RELIABILITY | ACCOUNTABILITY

“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

Page 65: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

Detail Instructions

65 RELIABILITY | ACCOUNTABILITY

“Instructions” Tab: Detailed instructions for each step of the process

Page 66: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 2 FileNaming 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

dd is day

66 RELIABILITY | ACCOUNTABILITY

o dd is day

o hh is hour

o mm is minute

Page 67: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

67 RELIABILITY | ACCOUNTABILITY

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

Page 68: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 1 Instructions

68 RELIABILITY | ACCOUNTABILITY

“Instructions” Tab: Basic instructions for completing FRS Form 1

Page 69: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 1 DataEntry Worksheet

Enter appropriate information

in the green cells. The

Selecting “N” will add the

performance of the event

to the yearly average

69 RELIABILITY | ACCOUNTABILITY

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 24th frequency event is identified by

NERC and added to the Event Date/Time column

Page 70: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

BA Form 2 Event Data

PasteSpecial/Values your BA performance results from FRS

Form 2 on the appropriate event row starting in row “7”,

FRS Form 1 placement of FRS Form 2 data

70 RELIABILITY | ACCOUNTABILITY

“BA Form 2 Event Data” Tab: The BA will enter the performance data from FRS Form 2 in this section

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

Page 71: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 1 FileNaming 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

Page 72: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

72 RELIABILITY | ACCOUNTABILITY

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

Page 73: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

BA Sustained Measure

3700.0

3750.0

3800.0

3850.0

59.92

59.94

59.96

59.98

60

60.02

60.04

60.06

60.08

Fre

qu

en

cy -

Hz

My BA 0.895 Sustained P.U. Performance

MW

Monday, October 12, 2009

The Event recovery period

73 RELIABILITY | ACCOUNTABILITY

3500.0

3550.0

3600.0

3650.0

59.72

59.74

59.76

59.78

59.8

59.82

59.84

59.86

59.88

59.9

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

Fre

qu

en

cy

Hz Interchange MW Recovery Period Target MW Recovery Period Ramp MW

MW

“Target” is calculated and

displayed based on the BA’s

FRO, starting and ending NAI

The Ramp MW trend is calculated based

on beginning and ending NAI adjusted for

starting and ending frequency

Page 74: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

FRS Form 1 and 2New 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

74 RELIABILITY | ACCOUNTABILITY

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

Page 75: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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) [email protected]

75 RELIABILITY | ACCOUNTABILITY

- (E) [email protected]

� Questions concerning the standard and associated

documents

o Darrel Richardson

- (T) 609.613.1848

- (E) [email protected]

Page 76: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

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

76 RELIABILITY | ACCOUNTABILITY

• Link to BAL-003-1 Frequency Response and Frequency

Bias Setting Standard Website

� http://www.nerc.com/filez/standards/Frequency_Response.html

Page 77: Webinar Slides - Project 2007-12 Frequency Response ... DL/Webinar Slides... · BAL-003-1 Standard Project 2007-12 Frequency Response and FrequencyBias Setting – Industry Webinar

• 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

Questions?

77 RELIABILITY | ACCOUNTABILITY

• The webinar presentation and slides will be posted to

the NERC website


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