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SPP TPL-001-4 Standard Guidance Document June 19, 2015 SPP Planning Southwest Power Pool, Inc. Revision History Date or Version Number Author Change Description Comments 11/10/2014 TPL Task Force First draft First draft 4/13/2015 TPL Task Force Revisions to R6 None 6/10/2015 TPL Task Force Final TPLTF approved 6/19/2015 TWG Approval TWG Approval SPP TPL-001-4 Standard Guidance Document 1 Southwest Power Pool, Inc. Table of Contents Revision History ...........................................................................................................................................1 Executive Summary .....................................................................................................................................3 Requirements................................................................................................................................................4 R1 .....................................................................................................................................................4 R2 .....................................................................................................................................................4 R3 .....................................................................................................................................................5 R4 .....................................................................................................................................................5 R5 .....................................................................................................................................................6 R6 .....................................................................................................................................................6 R7 .....................................................................................................................................................6 R8 .....................................................................................................................................................7 SPP TPL-001-4 Standard Guidance Document 2 Southwest Power Pool, Inc. Executive Summary This document outlines the requirements of the North American Electric Reliability Corporation (NERC) TPL-001-4 standard and the breakdown of responsibilities between SPP, as the Planning Coordinator, and its members, as Transmission Planners. A more detailed look into SPP’s implementation of TPL-001-4 can be found in the three scope documents posted on spp.org: Steady State, Stability, and Short Circuit. SPP TPL-001-4 Standard Guidance Document 3 Southwest Power Pool, Inc. Requirements R1 Requirement R1: Requires the transmission planner and planning coordinator to maintain system models and provides a specific list of items required for the system models and that the models represent projected system conditions. The planner is required to model the items that are variable, such as load and generation dispatch, based specifically on the expected system conditions.1 SPP, as a Planning Coordinator, meets the requirements of R1 through the SPP MDWG model building process. Transmission Planners under the SPP Planning Coordinator footprint meet the requirements of R1 by participating in the SPP MDWG model building process. The SPP MDWG model building process is performed in accordance with the applicable NERC Modeling, Data, and Analysis (MOD) Standards. R2 Requirement R2: Requires each transmission planner and planning coordinator to prepare an annual planning assessment of its portion of the bulk electric system and must use current or qualified past studies, document assumptions, and document summarized results of the steady state analyses, short circuit analyses, and stability analyses. Requirement R2, Part 2.1.3 requires the planner to assess system performance utilizing a current annual study or qualified past study for each known outage with a duration of at least six months for certain events. It also clarifies that qualified past studies can be utilized in the analysis while tightly defining the qualifications for those studies. Requirement R2 includes a new part 2.7.3 that allows transmission planners and planning coordinators to utilize non-consequential load loss to meet performance requirements if the applicable entities are unable to complete a corrective action plan due to circumstances beyond their control.2 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirements of R2 by using current or qualified past studies3, documented assumptions, and documented summarized results of the steady state, short circuit, and Stability analyses in the annual Planning Assessment of the entity’s portion of the BES. These analyses include: 1. Steady state analysis of the Near-Term Transmission Planning Horizon 2. Steady state analysis of the Long-Term Transmission Planning Horizon 3. Short circuit analysis of the Near-Term Transmission Planning Horizon 4. Stability analysis of the Near-Term Transmission Planning Horizon 5. Stability analysis of the Long-Term Transmission Planning Horizon 1 FERC Order 786, page 9 FERC Order 786, page 9-10 3 TPL-001-4 R2.6 2 SPP TPL-001-4 Standard Guidance Document 4 Southwest Power Pool, Inc. When the analysis indicates an inability of the System to meet the performance requirements in Table 1, the Planning Assessment will include Corrective Action Plan(s) (CAP) addressing how the performance requirements will be met. TPL-001-4 R2.7.1 provides examples of CAPs. R3 Requirement R3 describes the requirements for steady state studies and Requirement R4 explains the requirements for stability studies. Requirement R3 and Requirement R4 also require that simulations duplicate what will occur in an actual power system based on the expected performance of the protection systems. Requirement R3 and Requirement R4 also include new parts that require the planners to conduct an evaluation of possible actions designed to reduce the likelihood or the consequences of extreme events that cause cascading.4 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirements of R3 by performing steady state studies for the Near-Term and Long-Term Transmission Planning Horizons. Studies will be performed for planning events to determine whether the BES meets the performance requirements in Table 1 based on the Contingency list created in Requirement R3.4 and R3.5. If the study concludes there is Cascading caused by the occurrence of Table 1 extreme events, a CAP will be formulated. The studies will also simulate the removal of all elements that the Protection System and other automatic controls are expected to disconnect for each Contingency without operator intervention. The powerflow solution method will allow for automatic controls to be enabled (phase-shifting transformers, load tap changing transformers, and switched capacitors and inductors). R4 Requirement R3 describes the requirements for steady state studies and Requirement R4 explains the requirements for stability studies. Requirement R3 and Requirement R4 also require that simulations duplicate what will occur in an actual power system based on the expected performance of the protection systems. Requirement R3 and Requirement R4 also include new parts that require the planners to conduct an evaluation of possible actions designed to reduce the likelihood or the consequences of extreme events that cause cascading.5 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirements of R4 by performing Stability studies for the Near-Term and Long-Term Transmission Planning Horizons. Studies will be performed for planning events to determine whether the BES meets the performance requirements in Table 1 based on the Contingency list created in Requirement R4.4 and R4.5. If the 4 5 FERC Order 786, page 10 FERC Order 786, page 10 SPP TPL-001-4 Standard Guidance Document 5 Southwest Power Pool, Inc. study concludes there is Cascading caused by the occurrence of Table 1 extreme events, a CAP will be formulated. The dynamic solution method will simulate the expected automatic operation of existing and planned devices designed to provide dynamic control of electrical system quantities when such devices impact the study area. (Generation exciter control and power system stabilizers, static var compensators, power flow controllers, and DC Transmission controllers). R5 Requirement R5: Requirement R5 deals with voltage criteria and voltage performance. NERC proposes in Requirement R5 that each transmission planner and planning coordinator must have criteria for acceptable system steady state voltage limits, post-contingency voltage deviations, and the transient voltage response for its system. For transient voltage response the criteria must specify a low-voltage level and a maximum length of time that transient voltages may remain below that level. This requirement will establish more robust transmission planning for organizations and greater consistency as these voltage criteria are shared.6 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirement R5 by adhering to the SPP Criteria7 and the documented SPP Disturbance Performance Requirements.8 R6 Requirement R6: Specifies that an entity must define and document the criteria or methodology used to identify system instability for conditions such as cascading, voltage instability, or uncontrolled islanding within its planning assessment.9 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirement R6 by using the established SPP Disturbance Performance Requirements document which includes rotor angle damping and transient voltage recovery requirements. R7 Requirement R7: Mandates coordination of individual and joint responsibilities for the planning coordinator and the transmission planner which is intended to eliminate confusion regarding the responsibilities of the applicable entities and assures that all elements needed for regional and wide area studies are defined with a specific entity responsible for each element and that no gaps will exist in planning for the Bulk-Power System.10 6 FERC Order 786, page 10-11 SPP Criteria 3.3 and 12.3.2 page 20, 159 8 SPP Disturbance Performance Requirements 9 FERC Order 786, page 11 10 FERC Order 786, page 11 7 SPP TPL-001-4 Standard Guidance Document 6 Southwest Power Pool, Inc. For each of the studies (Steady State, Stability, and Short Circuit) required for compliance with TPL001-4, the following responsibilities are identified between the TP and PC: 1. Development and Approval of Study Scope a. The SPP PC will develop and submit a study scope to the Transmission Working Group (TWG). b. The TWG, on behalf of the TP, will review, provide feedback, and approve the study scope. 2. Request Data a. The SPP PC will send to TP any necessary data requests required to perform the work defined in the approved scope. b. The TP will provide the requested data. 3. Perform Analyses a. The SPP PC will perform the analysis. b. The TP may elect to perform additional analysis in support of the TP’s individual Planning Assessment. 4. Review Results and Provide Feedback a. The SPP PC will send preliminary study results to the TP for review and feedback. b. The TP will review the preliminary study results and provide feedback to the SPP PC. c. The SPP PC will review TP provided feedback and perform any additional analysis required. 5. Document Results and Develop Report a. The SPP PC will document the final study results and prepare an annual Planning Assessment of its portion of the BES for submittal to the TWG for review and approval. b. The TWG, on behalf of the TP, will review and approve the SPP PC’s Planning Assessment. c. Each TP will prepare an annual Planning Assessment of its portion of the BES utilizing the results of its own studies, SPP PC studies, or a combination of the two. R8 Requirement R8: Addresses the sharing of planning assessments with neighboring systems. The requirement ensures that information is shared with and input received from adjacent entities and other entities with a reliability related need that may be affected by an entity’s system planning.11 SPP, as a Planning Coordinator (PC), and the Transmission Planners (TP) meet the requirement R8 by sharing its Planning Assessment results with adjacent PCs and TPs. 11 FERC Order 786, page 11 SPP TPL-001-4 Standard Guidance Document 7