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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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
FRS Form 1 and 2
• Phase 1 successes and problems
• Lessons learned
• Details of each Form
33 RELIABILITY | ACCOUNTABILITY
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
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
• 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
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
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
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
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
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.
• 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.
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
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
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
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
Frequency Diversity Across Texas
47 RELIABILITY | ACCOUNTABILITY
20 to 52 Second B Average
Period
-16 to -2 Second A
Average Period
FNET Graphs
Courtesy of …
48 RELIABILITY | ACCOUNTABILITY
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
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”
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)
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
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.
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
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
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
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.
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 (+)
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 (+)
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.
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.
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
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
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
Detail Instructions
65 RELIABILITY | ACCOUNTABILITY
“Instructions” Tab: Detailed instructions for each step of the process
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
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
FRS Form 1 Instructions
68 RELIABILITY | ACCOUNTABILITY
“Instructions” Tab: Basic instructions for completing FRS Form 1
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
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
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
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
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
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
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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
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]
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
• 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