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© 2018 Electric Power Research Institute, Inc. All rights reserved. Test and Verification Requirements in IEEE Std 1547-2018 and Beyond Towards a unified framework for DER unit and facility-level interconnection test and verification procedures Jens C. Boemer, Tom Key Phase II Technical Subgroup Meetings #7 September 24, 2018 DRAFT

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Page 1: Test and Verification Requirements in IEEE Std 1547-2018 ... PUC TSG Mtg 7... · our engagement in the revision and application of IEEE Std 1547. We also thank the IEEE Standard Coordination

© 2018 Electric Power Research Institute, Inc. All rights reserved.

Test and Verification Requirements in IEEE Std 1547-2018 and Beyond

Towards a unified framework for DER unit and facility-level interconnection test and

verification procedures

Jens C. Boemer, Tom KeyPhase II Technical Subgroup Meetings #7

September 24, 2018DRAFT

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2© 2018 Electric Power Research Institute, Inc. All rights reserved.

Disclaimer & Acknowledgements

This presentation and discussion here on IEEE Std 1547-2018 are EPRI’s views and are not the formal position, explanation or position of the IEEE.

We would like to thank our EPRI members for their continued support of our engagement in the revision and application of IEEE Std 1547. We also thank the IEEE Standard Coordination Committee 21 (SCC21) and IEEE P1547 Leadership for their contributions to this educational outreach.

As an independent, nonprofit organization for public interest energy and environmental research, EPRI does not endorse any standards or gives any regulatory advice. Any statements in this presentation that could be construed otherwise are by mistake and not intended by the presenter.DRAFT

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3© 2018 Electric Power Research Institute, Inc. All rights reserved.

Stopgap Solution for Inverter Certification Prior to Availability of Certified IEEE Std 1547-2018 Compliant Inverters

DRAFT

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4© 2018 Electric Power Research Institute, Inc. All rights reserved.

Interconnection Standards Adoption Roadmap Considerations

2016UL • 1741 (SA) publishedBased on •requirements specified in CA Rule 21 and Hawai’ian Rule 14H

2017• UL 1741 (SA)

certified equipment available

2018• IEEE Std 1547-

2018 published• Requirements go

beyond CA Rule 21 and HI Rule 14H

2019+• IEEE Std 1547.1-

2019 published• UL 1741 updated

2021+IEEE Std • 1547-2018.1 tested and UL 1741 certified equipment available

Stopgap solution for adoption of parts of IEEE Std 1547-2018 by inverter

certification per UL 1741 (SA). Full adoption

of IEEE Std 1547-2018.

Question from distribution perspective:

Early need to increase hosting capacity?

Question from transmission perspective:

Early need to address bulk system reliability?

Adoption of CA Rule 21 and Hawai’ian Rule 14H by inverter certification per

UL 1741 (SA).

DRAFT

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5© 2018 Electric Power Research Institute, Inc. All rights reserved.

Application of IEEE P1547 prior to IEEE P1547.1 Revision

UL Certification: Grid Support, Utility Interactive Product

Scope: Safety & Electric Shock Certification to UL1741 including UL

1741 SA for grid support and general grid interconnection per IEEE 1547

Includes Testing to Verify: 1.UL 1741 electric shock/fire tests 2.UL 1741 SA grid support tests 3.Unique tests of IEEE 1547 for general grid interconnection

not covered by UL 1741 SA tests, as needed?

Deliverable: UL Certification as a Grid Support Utility Interactive product

UL Certification of Inverters

• Traditional UL1741• IEEE 1547 & 1547.1 (1st ed.)

Interconnection Requirements

Utility Interactive

• UL 1741 SA Grid Support Functions• Source Requirements Documents like

CA Rule 21, Hawai’ian Rule 14H, IEEE Std 1547-2018 (2nd ed.)

Grid Support Utility

Interactive

• Specific Manufacturer / Utility Defined UL Verified Compliance

• Custom Source Requirements Documents

Special Purpose

Utility Interactive DRAFT

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6© 2018 Electric Power Research Institute, Inc. All rights reserved.

Which IEEE Std 1547-2018 type tests can be certified via UL 1741 (SA)?Standards for DER Listing/

Certification Interconnection Standards State/ PUC/Utility RulesCA HI/HECO

Function Set Advanced Functions Capability UL 1741 UL 1741(SA)2016

IEEE 1547.1-201?* IEEE 1547-2003 IEEE 1547a-2014 IEEE 1547-

2018Rule 21 Rule 14H & UL

SRDv1.1(Phases)

All Adjustability in Ranges of Allowable Settings ∆ √ ‡

Monitoring & Control

Ramp Rate Control ∆ ‡ (P1) ‡

Communication Interface ∆ ‡ ‡ (P2) ‡

Disable Permit Service (Remote Shut-Off, Remote Disconnect/Reconnect) ∆ ‡ ‡ (P3) ‡

Limit Active Power ∆ ‡ ‡ (P3)

Monitor Key DER Data ∆ ‡ ‡ (P3)

SchedulingSet Active Power [ ‡ (P3) ]

Scheduling Power Values and Models ‡ (P3)

ReactivePower

&VoltageSupport

Constant Power Factor √ ∆ ∆ √ √ ‡ ‡ (P1) XVoltage-Reactive Power (Volt-Var) ∆ ∆ X √ ‡ ‡ (P1) ‡

Autonomously Adjustable Voltage Reference ∆ ‡ !!! !!!

Active Power-Reactive Power (Watt-Var) ∆ X ‡ ‡Constant Reactive Power √ ∆ √ √ ‡

Voltage-Active Power (Volt-Watt) ∆ ∆ X √ ‡ ‡ (P3) ‡Dynamic Voltage Support during VRT √ [ ‡ (P3) ]

Bulk SystemReliability

&Frequency

Support

Frequency Ride-Through (FRT) ∆ ∆ ‡ ‡ (P1) ‡Rate-of-Change-of-Frequency Ride-Through ∆ ‡ !!! !!!

Voltage Ride-Through (VRT) ∆ ∆ ‡ ‡ (P1) ‡VRT of Consecutive Voltage Disturbances ∆ ‡ !!! !!!Voltage Phase Angle Jump Ride-Through ∆ ‡ !!! !!!

Frequency-Watt ∆ ∆ X √ ‡ ‡ (P3) ‡

Other Advanced DER Functions

Anti-Islanding Detection and Trip ∆ ‡ ‡ (P1) ‡Transient Overvoltage ‡ ‡

Remote Configurability ‡ ‡ (P2) ‡Return to Service (Enter Service) ‡ ‡ (P1) ‡

Legend: X Prohibited, √ Allowed by Mutual Agreement, ‡ Capability Required, ∆ Test and Verification Defined Source: EPRI | Please contact us for any[ … ] Subject to clarification of the technical requirements and use cases, !!! Important Gap suggested updates to this table.

DRAFT

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7© 2018 Electric Power Research Institute, Inc. All rights reserved.

Utilization of Settings in the Intersection of Ranges of Allowable Settings of Existing Interconnection Rules Can Prevent Re-Certification of Inverters

IEEE 1547

Preferred Settings

DRAFT

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8© 2018 Electric Power Research Institute, Inc. All rights reserved.

Hierarchy of DER Interconnection Requirements & Settings

1 Based on decision by Authority Governing Interconnection Requirements (AGIR), may be a public utilities commission or similar

Preferred Utility-Required Profile• Consideration of distribution and

bulk system impacts.• May include settings other than

the SRD’s default values

Preferred URP1

(state-wide or similar)

Most DERs

Utility-Required Profile for Distribution Service Area• Included in interconnection agreement template• Specific to Distribution Utility’s practices, e.g.,

automatic re-closing, distribution circuit characteristics, operating practices

DU-URP(distribution utility specific)

Many DERs

Utility-Required Profile for Site• Included in site-specific interconnection agreement (IA)• May result from site-specific interconnection screeningsIA-URP

(site specific)

FewDERs

Adopted SRD1 with Default Values(state-wide or similar)

Source Requirements Document• Preferably IEEE Std 1547-2018• Otherwise: CAR21, HR14H, etc.

MAPs

Installer may activate manufacturer-automated profile (MAP), manually set values, or modify values from an existing MAPDRAFT

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9© 2018 Electric Power Research Institute, Inc. All rights reserved.

Test and Verification Framework for Individual DER units and Composite DER Facilities

DRAFT

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10© 2018 Electric Power Research Institute, Inc. All rights reserved.

IEEE Std 1547-2003Focused on distribution system aspects.•Specifications for the • “interconnection system” sufficiently achieve the standard’s objective.Meant as DER interconnection standard but •mainly used for equipment listing.Limited to electrical requirements.•Shall • trip and shall not regulate voltage

Important changes between 2003 and 2018

Area EPSInterconnection

System

Scope of IEEE Std 1547

DER unit

IEEE Std 1547-2018• Focused on distribution and bulk system aspects.• Specifications encompass the whole DER.• Can be used for equipment listing as well as

plant-level verification.• Includes both electrical as well as

interoperability/communications requirements.• Shall be capable of ride-through and grid support

Area EPS

Communication Interface

Power Interface

Scope of IEEE P1547

DER DRAFT

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11© 2018 Electric Power Research Institute, Inc. All rights reserved.

• Consumer / DER Developer• DER Operator / Local EPS Operator• 3rd party test & evaluation entities• Authority Having Jurisdiction (AHJ)

(e.g., local inspectors)

• Regional Reliability Coordinator(RTO/ISO)

Authority Governing Inter• -connection Requirements (AGIR)(e.g., state regulator)Area EPS Operator•(distribution utility)

• FERC: Orders for Transmission ProvidersNo. 827 (reactive power)No 828 (ride-through)

• RTO/ISO: Recommendation for technology-specific assignment of abnormal DER performance categories (ride-through requirements)

• AGIR: — Assignment of technology-specific normal

and abnormal DER performance categories— Decision whether certification for larger

scale DER facilities is required or not

• Area EPS Operator: — Recommendation for technology-specific

assignment of normal DER performance categories (reactive power requirements)

— DER interconnection screening

• 3rd party test & evaluation entity— Type testing (e.g., by NRTL)— DER evaluation (e.g., by consultant)— Certification, if required

• Authority Having Jurisdiction— Inspection and approval of the design and

construction of Local EPS

Reference Point of Applicability

IEEE P1547.1& IEEE ICAP

Context

DRAFT

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12© 2018 Electric Power Research Institute, Inc. All rights reserved.

Key Concepts

Testing and evaluation of DER for

verification of requirementsIndividual

DER facility

Aggregate of multiple

DERs

DER interconnection screening for

grid integration

MN PUC –Phase 1

IEEE P1547.1& IEEE ICAP

DRAFT

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13© 2018 Electric Power Research Institute, Inc. All rights reserved.

Application of revised IEEE Std 1547

Out of scope of IEEE 1547:Distribution utility screening methods

Objective: verification of compliance with 1547 requirements for utility-scale DERs.

Scope:– Reactive power requirements at Point of

Common Coupling (versus DER terminals)– Plant-level ride-through, incl. auxiliary

equipment– Correct design and functioning of a DER

Supplemental Support Device– Others

Within scope of IEEE 1547:New DER Evaluation for utility-scale DER verification

Objective: Safe and reliable integration into the distribution grid.

Scope:– UL safety listing– Voltage changes caused by DER– Protection coordination– Grounding– Anti-islanding– Others

New Test and Verification of Requirements

DRAFT

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14© 2018 Electric Power Research Institute, Inc. All rights reserved.

Determination of Reference Point of Applicability

Reference Point of Applicability (RPA) and Compliance with or without supplemental DER device determines the verification requirements.– Point of Common Coupling (PCC)– Point of DER Connection (PoC)– Any point between, or including, the PoC and PCC

RPA is determined by:– The characteristics of the Local EPS and DER – Default reference point is Point of Common Coupling (PCC)– Point of DER Connection (PoC) is Allowed in Certain CasesDRAFT

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15© 2018 Electric Power Research Institute, Inc. All rights reserved.

Local EPS 3

Load

Distributed Energy

Resource (DER) unit

Local EPS 1

Local EPS 2

Load

Distributed Energy

Resource (DER) unit

SupplementalDER Support

Device

Distributed Energy

Resource (DER) unit

Load

Local EPS 4 Local EPS 5

Distributed Energy

Resource (DER) unit

Distributed Energy

Resource (DER) unit

Area Electric Power System (Area EPS)

Point of Common Coupling (PCC) PCC PCC

PCC PCC

Point of DER connection

(PoC)

PoC

PoC

PoC

SupplementalDER Support

Device

PoC

Distributed Energy

Resource (DER) unit

PoC

Major Changes in a Nutshell

point of common coupling (PCC) – The point where a Local EPS is connected to an Area EPS.

point of distributed energy resources connection (point of DER connection—PoC): The point where a DER unit is electrically connected in an EPS and meets the requirements of this standard exclusive of any load present in the respective part of the Local EPS.

supplemental DER device:An equipment that is used to obtain compliance with some or all of the performance requirements of this standard.

– capacitor banks, STATCOMs– harmonic filters not part of a DER unit – protection devices, plant controllers

New Figure 1 and Related Normative Definitions

There is a large variety of actual DER setups in the field. Figure 1 aims at illustrating five examples to explain certain concepts.DRAFT

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16© 2018 Electric Power Research Institute, Inc. All rights reserved.

Aggregate DER nameplate rating

≤ 500 kVA ?

% annual average load demand

> 10 % ?

Local EPS never exporting > 500 kVA for

> 30 s?

Point of DER Connection, PoC(DER terminals)

Point of Common Coupling, PCC

Discount influence of Local EPS load

Clause 5.2 & Clause 7 met?

Yes:small-scale DER No:

medium or large-scale DER

Yes:generation embedded in customer

No:significant generation embedded in customer

YesNo

No:dedicatedgeneration

facility

Yes:insignificant generationembedded in customer

Area EPS and DER Operators

agree ?

No

Yes

any point between, or including, the PoC and PCC

Zero sequence continuity maintained ?Yes Figure H-2No

Major Changes in a Nutshell

RPA depends on:

Zero-sequence continuity (or not)

Aggregate DER nameplate rating (500kVA)

Annual average load demand (10%)

Zero-sequence continuity:

Circuit topology providing continuity between two defined points in the zero sequence network representation.

NOTE—A transformer having a delta or ungrounded-wye winding in the topological path between the defined points produces discontinuity of the zero-sequence network.

Applicability of Requirements (for Local EPS where zero sequence continuity is maintained)

The reference point of applicability (RPA) has implications for testing & conformance requirements in IEEE 1547-2018 & P1547.1.DRAFT

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17© 2018 Electric Power Research Institute, Inc. All rights reserved.

DER versus Composite Compliance

For DER system that shall meet requirements at PCC

DER System – – DER system is fully compliant at PCC No supplemental DER device needed

Composite – – Composite of partially compliant DER that is, as a whole, fully compliant at PCC

May need one or more supplemental DER device(s)

Examples for supplemental DER devices: capacitor banks, STATCOMs, harmonic filters that are not part of a DER unit, protection devices, plant controllers, etc.

Note that UL 1741 CRD for Power Control Systems is complementing IEEE P1547.1 for non-export DER.DRAFT

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18© 2018 Electric Power Research Institute, Inc. All rights reserved.

IEEE 1547 DER Interconnection Full Compliance

Five Test and Evaluation Types1. Type Tests2. Production Tests3. DER Evaluations4. Commissioning Tests5. Periodic Tests (Lifecycle, Major Changes)

New Concept for facility-level verifications of DER composites that are not ‘certified systems’

Only having a certified DER unit (e.g., inverter) ≠ a DER Interconnection facility on-site is IEEE 1547 compliant

Component Verification

DRAFT

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19© 2018 Electric Power Research Institute, Inc. All rights reserved.

Verification of requirements for larger-scale DER facilities

Drivers: Requirements may apply at the DER facility’s connection point with the grid (“PCC” in 1547 jargon) Verification of advanced requirements, like ride-through, may not be possible in commissioning tests / by utility

Who should perform the DER facility verification? 1st Party / Suppliers Declaration of Conformity (SDOC)

− Self Declaration; DER operator / developer conduct their own testing

2nd Party Conformity Assessment – common practice in the U.S.− Conformity assessment conducted by the end purchaser of products (e.g., Service Providers,

the Area EPS operator / utility ) to ensure purchased products are deemed compliant or interoperable

3rd Party Conformity Assessment – common practice for example in Germany− Conformity assessment being determined by an independent body

Challenges: “Bulk system reliability” is a public good but the public is not directly represented at the table Distribution utilities may not (yet) adequately consider bulk system reliability nor be able to verify large amounts of

interconnecting DER facilities The DER developer may have a conflict of interest and may not have the required PCC-specific grid data available

Drivers and Challenges

Related International Standards■ Accreditation Bodies –

ISO/IEC 17011■ Certification Bodies –

ISO/IEC 17065■ Test Labs –

ISO/IEC 17025

DRAFT

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Verification of requirements for larger-scale DER facilities

• New 1547 specifies verification requirements but remains intentionally unspecificon responsible entities. Leaves latitude to Authority Governing Interconnection Requirements (AGIR) to specify

responsibilities.

• Uses “may” & “or” language rather than “shall” language in Clause 11. Provides more guidance than mandatory requirements.

• There is no intention to specify any binding requirements in the IEEE P1547.1 currently under revision. Future revisions of IEEE Std 1547 and 1547.1 may include specific mandatory requirements.

New requirements in IEEE Std 1547-2018

DRAFT

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21© 2018 Electric Power Research Institute, Inc. All rights reserved.

Verification of requirements for larger-scale DER facilities

• DER evaluation: required by IEEE 1547 subclause 11.2.1, as applicable, and guidance given in sub-clauses 11.2.4 and 11.3.

• Full conformance test: guidance given in IEEE 1547 sub-clause 11.3 and further discussed in Annex F.

• Partial conformance test: guidance given in IEEE 1547 sub-clause 11.3 and further discussed in Annex F.

• Witness test: neither IEEE Std 1547-2018 nor the anticipated IEEE P1547.1 defines/specifies any requirements for a ‘witness test’.

• Periodic test and verifications: guidance given in IEEE 1547 sub-clause 11.2.6, including criteria for mandatory reverification.

Detailed review of new requirements in IEEE Std 1547-2018

DRAFT

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22© 2018 Electric Power Research Institute, Inc. All rights reserved.

High-Level Test and Verification Process

Type TestsTypically done in • test lab or factoryTests on • representative DER Unit or DER systemType test from a DER within a product family of the same design•

Design Evaluation• Desk study• Check equipment together meet requirements• Typically done off-site before equipment is delivered and installed• Detailed: engineering verification of components, may do modeling and simulation

Interconnection review

Equipment conformance

testing

As-Built Installation Evaluation

• Performed on site at the time of commissioning• Basic: check components and connections

Post-installationreview

Production Tests• Done in test lab, factory, or on equipment in field• Tests on every unit of DER and interconnection• Verify operability and document default function settings

Commissioning Tests

• Performed on site at the time of commissioning• Basic: visual check equipment, isolation device • Detailed: check functionality and interoperability as a system

PeriodicMaintenance • Scheduled or other criteria• Reverification needed on important system changes

DRAFT

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23© 2018 Electric Power Research Institute, Inc. All rights reserved.

New 1547 requirements and IEEE ICAP ProgramWhere’s the

reference point of applicability?

PCC or PoC

DER System (Unit)

no Supplemental DER device needed

Specific Requirement

What’s the requirement?

DER Capability & Conformance achieved by

Compositeone or more

Supplemental DER device(s) needed

Type Testing DER EvaluationCommissioning

Tests

Type test of DER System

(Unit)

Type test(s) of DER Unit(s)

Basic DER evaluation

Detailed DER evaluation

Basic Commissioning

Test1

Detailed Commissioning

Test1

1) As applicable, may depend on DER Design Evaluation.

Category of test and verification

needed

R: Required NR: Not requiredL: LimitedD: Depends on DER design eval.NA: Not applicable

R, NR, L, D, NA

R, NR, L, D, NA

R, NR, L, D, NA

R, NR, L, D, NA R, NR, L, D, NA

R, NR, L, D, NA

RPA at PCC (or PoC)

IEEE ICAP Future Development

if at PCC

DRAFT

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24© 2018 Electric Power Research Institute, Inc. All rights reserved.

Verification of requirements for larger-scale DER facilitiesExample for DER certification in Germany

Source: J. Langstädtler, B. Schowe-Von der Brelie, and F. Kalverkamp, “Certified wind power plants as a dependable solution for effective system integration,” in World Wind Energy

Conference, 2012.

The Certification Triangle The Certification Triplet

Requirements for certification of certain DERs have been required by German law since 2009 and were linked to the renewable energy tariff.

Area EPS Operator / Utility

DER Operator/ Owner

3rd

Party 1. DER unit type test

1. unit certificate

manufacturer

2.DER facility evaluation

2.plant certificate

3rd party

3.DER facility

commissioning/ witness test

3. acceptance testing and final

inspection report

3rd party /utility witness

PCC-specific grid datasimulation modelDRAFT

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25© 2018 Electric Power Research Institute, Inc. All rights reserved.

Periodic Tests and Verifications Reverification of interoperability requirements of IEEE Std 1547-2018 may be

required when any of the following events occur:

– Functional software or firmware changes have been made on the DER.

– Any hardware component of the DER has been modified in the field or has been replaced or repaired with parts that are not substitutive components compliant with this standard.

– Protection settings have been changed after factory testing.

– Protection functions have been adjusted after the initial commissioning process. DRAFT

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How do these relate to existing utility test and verification practices?

DRAFT

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27© 2018 Electric Power Research Institute, Inc. All rights reserved.

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Initial Review

Technical Screening

Detailed Impact Study

Initiation of the Connection Process

DER Developer or Customer

Witness Test

DER Design Verification

DER As-Built Verification

Utility Safety &

Perform

ance Verification(in certain jurisdictions)

DER As-Built Evaluation

Commissioning Test

DER Design Evaluation

DER Developer, Utility, or 3rd Party

Composite with partially complying parts

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Compliance at reference point of applicability (RPA)

Type Tests

Fully type-tested DER unit at PoC

DER Vendor

Compliance at reference point of applicability (RPA) achieved by…

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Connection Approval

and Plan to Applicant

DRAFT

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28© 2018 Electric Power Research Institute, Inc. All rights reserved.

Summary and Takeaway Reference Point of Applicability (RPA) and Compliance with or without

supplemental DER device(s) determines the verification requirements.

Detailed Verification Requirements are specified in Table 43 and Table 44 of IEEE P1547.

Type testing can be performed on a DER unit or a DER system.

A composite of DER unit(s) and supplemental DER device(s) requires a detailed DER evaluation.

DER Evaluation and Commissioning Test may be either basic or detailed.DRAFT

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29© 2018 Electric Power Research Institute, Inc. All rights reserved.

Conclusions

IEEE P1547 standardizes “advanced DERs” and may accelerate state of the art. – It can provide high value to the power industry by providing a reference to technical minimum

requirements.

Specification of test and verification requirements is under way in P1547.1.– Interim solutions via UL1741-SA exist.– New 1547 and 1547.1 provide guidance for DER facility-level evaluations/verifications.

New 1547 remains intentionally unspecific on DER design and as-built evaluations and responsible entities.– Leaves latitude to Authority Governing Interconnection Requirements (AGIR) how to

implement new IEEE 1547 and 1547.1.– Stakeholders will drive specific requirements based on DER system complexity, Area EPS

Conditions and location. DRAFT

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Backup

DRAFT

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Initial Review

Technical Screening

Connection Approval

and Plan to Applicant

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Type Tests

Compliance at reference point of applicability (RPA) achieved by…

Initiation of the Connection Process

Fully type-tested DER unit at PoC

Basic information about the DER(capacity, technology, use case, etc.)

Expedited Pass

Fast-TrackPass

DER Vendor DER Developer or Customer

Fail

DRAFT

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32© 2018 Electric Power Research Institute, Inc. All rights reserved.

Initial Review

Technical Screening

Detailed Impact Study

Connection Approval

and Plan to Applicant

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Type Tests

Detailed DER As-Built Evaluation

DetailedCommissioning Test

Compliance at reference point of applicability (RPA) achieved by…

Initiation of the Connection Process

Fully type-tested DER system at PCC

Basic information about the DER(capacity, technology, use case, etc.)

Expedited Pass

Fast-TrackPass

UpgradeResults

DER Construction As DesignedFail

Basic /

Basic /

DER Vendor DER Developer or Customer

DER Developer, Utility, or 3rd Party

For type-tested DER systems

Fail

Fail

Conditional Approval

DRAFT

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33© 2018 Electric Power Research Institute, Inc. All rights reserved.

Initial Review

Technical Screening

Connection Approval

and Plan to Applicant

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Type Tests

DER Design

Detailed DER As-Built Evaluation

DetailedCommissioning Test

Compliance at reference point of applicability (RPA) achieved by…

Initiation of the Connection ProcessBasic information about the DER(capacity, technology, use case, etc.)

Expedited Pass

Fast-TrackPass

DER Construction As Designed

Latest Design

UpdateRequests

Fail

DER Design Evaluation

DER Vendor DER Developer or Customer

DER Developer, Utility, or 3rd PartyFailComposite with partially

complying parts at PoC

Conditional Approval

DRAFT

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34© 2018 Electric Power Research Institute, Inc. All rights reserved.

Initial Review

Technical Screening

Detailed Impact Study

Connection Approval

and Plan to Applicant

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Type Tests

DER Design

Detailed DER As-Built Evaluation

DetailedCommissioning Test

Compliance at reference point of applicability (RPA) achieved by…

Initiation of the Connection ProcessBasic information about the DER(capacity, technology, use case, etc.)

Expedited Pass

Fast-TrackPass

UpgradeResults

Witness Test

DER Construction As Designed

Latest Design

DER Design Verification

UpdateRequests

DER As-Built Verification

Fail

DER Design Evaluation

DER Vendor DER Developer or Customer

DER Developer, Utility, or 3rd PartyFail

Fail

Utility Safety &

Perform

ance Verification(in certain jurisdictions)

Composite with partially complying parts at PCC

Conditional Approval

DataRequest&Provision

Request

for

ApprovalDRAFT

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35© 2018 Electric Power Research Institute, Inc. All rights reserved.

Initial Review

Technical Screening

Detailed Impact Study

Connection Approval

and Plan to Applicant

IEEE P1547 & P1547.1 Requirements, Tests, and Verification ProceduresObjective: DER System Design Compliance

Utility DER Interconnection ProcedureObjective: System Integration

Responsible: Utility

Permission to Operate DERIEEE 1547-Compliant DER at RPA

Type Tests

DER Design

Detailed DER As-Built Evaluation

DetailedCommissioning Test

Compliance at reference point of applicability (RPA) achieved by…

Initiation of the Connection Process

Fully type-tested DER unit at PoCorFully type-tested DER system at PCC

Basic information about the DER(capacity, technology, use case, etc.)

Expedited Pass

Fast-TrackPass

UpgradeResults

Witness Test

DER Construction As Designed

Latest Design

DER Design Verification

UpdateRequests

DER As-Built Verification

Fail

Basic /

Basic /

DER Design Evaluation

DER Vendor DER Developer or Customer

DER Developer, Utility, or 3rd Party

For type-tested DER systems

Fail

Fail

Utility Safety &

Perform

ance Verification(in certain jurisdictions)

Composite with partially complying parts

Conditional Approval

DataRequest&Provision

Request

for

ApprovalDRAFT

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36© 2018 Electric Power Research Institute, Inc. All rights reserved.

Where does IEEE 1547 Commissioning CA fit?

9

Typical DER Project Progression

Site Assessment/Contractual Agreements

Type Test to 1547.1 (5.1)

Equipment Procurement and

Delivery

Interconnection Application Site Construction AHJ Approval/

Signoff

Factory Acceptance & Production Test (5.2) Commissioning Test (5.4)

IEEE 1547 DER Interconnection Site

Certification

Utility Approval/Permission to Operate

UL 1741

ICAP

DRAFT

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37© 2018 Electric Power Research Institute, Inc. All rights reserved.

Conformity Assessment for Complicated Interconnections

Example of multiple PV arrays with a single medium voltage interconnection

10

Figure 2 from IEEE 1547-2018DRAFT

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38© 2018 Electric Power Research Institute, Inc. All rights reserved.

1547 / .1 stopgap solution with UL 1741 (SA) for PoC-applicable smaller DER

• Inverter-coupled DER applications shall be compliant with all utility-specific settings defined in utility-required profiles (URPs) but only with parts of IEEE Std 1547-2018 (2nd ed.)

• An informative annex to UL1741-SA is being prepared to specify a majority of capability requirements and settings of IEEE Std 1547-2018 (2nd ed.) as the Source Requirements Document (SRD) that can be tested and verified per type test requirements of UL1741 Supplement-SA (September 2016).

• Re-certification of UL1741-SA (September 2016) certified equipment may become necessary for any IEEE Std 1547-2018 (2nd ed.) “ranges of allowable settings” that are outside the CA Rule 21 and/or HECO SRD v1.1 ranges.

• An utility-specific custom Utility-required profile (URP) should specify appropriate IEEE Std 1547-2018 (2nd ed.) performance categories, and• refer to UL1741 and the above-mentioned annex in UL1741-SA without any modifications (re-certification may become necessary), or• specify a subset of the IEEE Std 1547-2018 (2nd ed.) capability requirements such that existing Grid Support Utility Interactive inverters that were already

UL1741-SA (September 2016) certified per the requirements of CA Rule 21 and/or Hawai’ian HECO SRD v1.1 as the SRDs can be used (re-certification would not be required) – ISO NE approach.

• specify utility-specific settings, e.g., for voltage and frequency trip, within the applicable “ranges of allowable settings”.

• Inverter manufacturers may choose to implement URPs by using Manufacturer-automated profiles (MAPs)

• that should be identical to the URP, and if not, • may require additional actual values for settings per installer manual or remote settings (e.g., via a new DER

performance and settings database)

Pre IEEE P1547.1 (2nd ed.) period: Selected tests and verifications in the interim period

DRAFT

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39© 2018 Electric Power Research Institute, Inc. All rights reserved.

1547 / .1 stopgap solution with UL 1741 (SA) for PoC-applicable smaller DER

Inverter• -coupled DER applications shall be compliant with all utility-specific settings defined in utility-required profiles (URPs) and with all applicable parts of IEEE Std 1547-2018 (2nd ed.)

UL• 1741 Standards Technical Panel (STP) will replace UL1741-SA with a reference to IEEE Std 1547.1-20xx (2nd ed.). IEEE Std1547-2018 (2nd ed.) is new Source Requirements Document (SRD).Re• -certification of UL1741-SA (September 2016) certified equipment per IEEE Std 1547.1-20xx (2nd ed.) test and verification procedures and certification via UL1741 will become necessary, based on the applicable IEEE Std 1547-2018 (2nd ed.) performance category.Effective after transition period of [XX] months after IEEE • Std 1547.1-20xx (2nd ed.) is published.

An utility• -specific custom Utility-required profile (URP)should specify appropriate IEEE Std 1547-2018 (2nd ed.) performance categories, and

refer to UL• 1741 and the revised IEEE Std 1547.1-20xx (2nd ed.), andspecify utility• -specific settings, e.g., for voltage and frequency trip, within the “ranges of allowable settings” specified in IEEE Std 1547-2018 (2nd ed.).

Inverter manufacturers • may choose to implement URPs by using Manufacturer-automated profiles (MAPs)

that should be identical to the URP, and if not, •may require additional actual values for settings per installer manual or remote settings (e.g., via a new DER •performance and settings database)

Post IEEE P1547.1 (2nd ed.) period: All tests and verifications, after publication of the revised standard

DRAFT