SIWG Phase 1 Recommendations 2014.pdf

RecommendationsforUpdatingtheTechnicalRequirementsforInvertersinDistributedEnergyResourcesSmartInverterWorkingGroupRecommendationsJanuary2014FILED2-07-1410:09 AMSIWGRule21RecommendationsfortheCPUC PageiContents1. Introduction.71.1CaliforniasElectricTariffRule21.71.2CaliforniasDistributedGenerationPolicyGoals.81.3TechnicalChallengesAssociatedwithWidespreadAdoptionofDistributedGeneration.91.4ThePotentialforOptimizingDistributedGenerationwithintheDistributionSystem.91.5TheInternationalandCaliforniaBackdrop.111.5.1 EuropeanandInternationalEfforts.111.5.2 IEEE1547UpdateStatusandRelationshiptoRule21.121.5.3 CaliforniasSmartInverterWorkingGroup(SIWG).131.6ImplementationRoadMap.141.7ProposedPhase1:AutonomousInverterFunctionalitiesRecommendedasTechnicalOperatingStandardswithinElectricTariffRule21.171.7.1 EnablingProposedPhase1AutonomousInverterFunctionalities.171.7.2 DefiningthePotentialPhase2CommunicationsStandardsforSmartInverters.191.7.3 DefiningthePotentialPhase3AdditionalAdvancedSmartInverterFunctionalities.192. ProposedPhase1:DetailedAutonomousInverterFunctionalitiesRecommendedasTechnicalOperatingStandardswithinElectricTariffRule21.212.1AntiIslandingProtection.212.1.1 PurposeofAntiIslandingProtection.212.1.2 CurrentRule21RequirementsforAntiIslanding.212.1.3 IssueswithCurrentRule21AntiIslandingRequirements.212.1.4 ProposedAntiIslandingRequirementsforRule21.222.1.5 ProposedRule21TextModificationsforAntiIslanding.222.1.6 BenefitsoftheProposedNewAntiIslandingRequirements.222.2Low/HighVoltageRideThrough(L/HVRT).222.2.1 PurposeofL/HVRT.222.2.2 CurrentRule21RequirementsforL/HVRT.232.2.3 IssueswithCurrentRule21L/HVRT.232.2.4 L/HVRTFunctionConcepts.232.2.5 ProposedRule21DefaultVoltageRideThroughRequirements.242.2.6 ProposedRule21TextModificationforL/HVRT.262.2.7 BenefitsoftheProposedL/HVRTRequirements.262.3Low/HighFrequencyRideThrough(L/HFRT).262.3.1 PurposeofL/HFRT.262.3.2 CurrentRule21RequirementsforL/HFRT.272.3.3 IssueswithCurrentRule21L/HFRT.27SIWGRule21RecommendationsfortheCPUC Pageii2.3.4 L/HFRTFunctionConcepts.272.3.5 ProposedRule21DefaultFrequencyRideThroughRequirements.292.3.6 ProposedRule21TextModificationforL/HFRT.302.3.7 BenefitsoftheProposedL/HFRTRequirements.302.4DynamicVolt/VarOperations.312.4.1 PurposeofDynamicVolt/VarOperations.312.4.2 CurrentRule21RequirementsforDynamicVolt/VarOperations.312.4.3 IssueswithCurrentRule21DynamicVolt/VarOperations.312.4.4 DynamicVolt/VarOperationsConcepts.312.4.5 ProposedRule21DefaultDynamicVolt/VarOperationRequirements.322.4.6 ProposedRule21TextModificationforDynamicVolt/VarOperations.342.4.7 BenefitsoftheProposedDynamicVolt/VarOperationsRequirements.352.5RampRates.352.5.1 PurposeofRampRates.352.5.2 CurrentRule21RequirementsforRampRates.352.5.3 IssueswithCurrentRule21onRampRates.352.5.4 ProposedRampRateRequirements.352.5.5 ProposedRule21TextModificationforRampRates.362.5.6 BenefitsoftheProposedRampRateRequirements.362.6FixedPowerFactor.372.6.1 PurposeofFixedPowerFactor(PF).372.6.2 CurrentRule21RequirementsforFixedPowerFactor.372.6.3 IssueswiththeCurrentRule21RequirementforFixedPowerFactor.372.6.4 FixedPowerFactorConcepts.372.6.5 ProposedFixedPowerFactorRequirements.372.6.6 ProposedRule21TextModification.372.6.7 BenefitsoftheProposedFixedPowerFactorCapability.382.7Reconnectby“SoftStart”Methods.382.7.1 PurposeofReconnectionby“SoftStart”Methods.382.7.2 CurrentRule21RequirementsonReconnection.382.7.3 IssueswithCurrentRule21onReconnection.382.7.4 “SoftStart”ReconnectionConcepts.382.7.5 ProposedRule21ReconnectionRequirements.392.7.6 ProposedRule21TextModificationsfor“SoftStart”Reconnection.392.7.7 BenefitsoftheProposed“SoftStart”Reconnection.392.8Phase1IDERSystemParametersandMonitoredPoints.392.8.1 Phase1IDERParametersforManufacturers.392.8.2 NameplateInformation.432.8.3 IDERSystemMonitoredPointsforTesting.442.8.4 DefaultActivationStatesforPhase1Functions.452.8.5 DefaultPrioritizationofPhase1Functions.453. DefiningthePotentialPhase2CommunicationsTechnologiesforIDERFunctions.47SIWGRule21RecommendationsfortheCPUC Pageiii3.1PurposeofCommunicationsTechnologiesforIDERfunctions.473.2CurrentRule21RequirementsforCommunications.473.3ProblemsCreatedbytheAbsenceofaStatewideCommunicationStandardforDERSystems.483.4CommunicationsConceptsandIssues.483.4.1 HierarchicalModelsofDERSystemConfigurations.483.4.2 CommunicationsAlternatives.523.5ProposedCommunicationsRequirementsforRule21.533.6BenefitsofCommunicationswithIDERSystems.544. DefiningthePotentialPhase3AdditionalAdvancedInverterFunctionalities.554.1PurposeoftheAdditionalAdvancedInverterFunctionalities.554.2EarlyDefinitionofAdvancedInverterFunctionalitiesforRule21.554.3BenefitsoftheAdditionalAdvancedInverterFunctionalities.575. ProposedTestPlanforSmartIDERSystems.585.1.1 ScopeandPurpose.585.1.2 TypesofTests.585.1.3 SourcesofTestingRequirements.595.2ImplementationProcedures.595.2.1 ULCertificationforPilotandforCommercialIDERSystems.595.2.2 PermissiveImplementationSchedules.605.2.3 StaggeredTestgroups.605.3SchedulesforPermissiveImplementationsofStaggeredTestingofSmartIDERFunctions.615.3.1 GanttChartofTestingandImplementationSchedules.635.3.2 CPUCRelatedTasks:Review,Comment,andUpdateCPUCOnRecordDocuments.645.3.3 UpcomingSmartInverterWorkingGroup(SIWG)Tasks.655.3.4 TestgroupAPhase1AutonomousFunctionsforLargerIDERSystems.665.3.5 TestgroupBPhase1AutonomousFunctionsforSmallerIDERSystems.665.3.6 TestgroupCPhase2CommunicationsCapabilitiesforIDERSystems.675.3.7 TestgroupDPhase3AdditionalIDERFunctions.686. ProposedMilestones.707. Conclusion.71A. AppendixA:ChartofMandatory,Recommended,OptionalIDERFunctions.72A.1Phase1:KeyAutonomousIDERFunctions.72A.2Phase2:CommunicationsTechnologiesforIDERFunctions.75A.3Phase3:IDERFunctionsRequiringCommunications.76A.4Phase3:AdditionalAutonomousIDERFunctions.79A.5OptionalIDERFunctions.81SIWGRule21RecommendationsfortheCPUC PageivB. AppendixB:DefinitionsofTermsandAcronyms.84C. AppendixC:SmartInverterWorkingGroupParticipants.87SIWGRule21RecommendationsfortheCPUC PagevFigures Figure1:Mustdisconnectandmustremainconnectedzones.24Figure2:Graphofdefaultvoltageridethroughsettings(seetableforactualsettings).26Figure3:NERCsGraphofOffNominalFrequencyCurvesforDifferentInterconnections.28Figure4:Graphofdefaultfrequencyparameters(seetablesfordetailedsettingsandranges).30Figure5:Examplesettingsofvolt/varmodeusingavailablevarsandadeadbandaroundthenominalvoltage(P2P3).32Figure6:Exampleofvolt/varcurvewithhysteresis,witharrowsindicatingdirectionofvoltagechanges.32Figure7:PQcapabilitycurve(P:realpower;Q:reactivepower;S:apparentpower).33Figure8:5LevelsoftheHierarchicalDERSystemArchitectureShowingCommunicationsProtocols.50Figure9:Communicationlayers,possiblecommunicationsprotocolschoices,andanexampleofacommunicationsgatewayfortranslatingprotocols.53Figure10:StaggeredT