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WECC Criterion – TPL-001-WECC-CRT-3: Transmission System Planning Performance

Posting 23February 4July 24-August 24, 2015

Criterion Development Timeline

This section is maintained by the drafting team during the development of the document and will be removed when the document is approved by the WECC Board of Directors (Board).

Description of Current Draft

Current Status

This is the second posting for comment of WECC Criterion TPL-001-WECC-CRT-3, Transmission System Planning Performance.

Document Scope

This document is designed to address the substance of TPL-001-WECC-CRT-2.1 (TPL), Requirement WR3 and the requirements imposed by NERC TPL-001-4, Requirements R5 and R6. Standard Authorization Request (SAR) WECC-0100 also provides for review and disposition of Table W-1 associated with the WECC TPL. Once the Requirements of this document are more fully developed the drafting team will revisit the need to edit, modify, or delete the table.

Criterion as Proposed

The proposed criterion is designed to ensure the coordinated planning of the Western Interconnection under normal and abnormal conditions, and to ensure the availability of that planning information. This document applies to studies conducted in both the near-term and the long-term planning horizons.

Applicability

Planning Coordinator

Transmission Planner

Facilities

The document applies to:

Bulk Electric System (BES) substation buses with specified exclusions.

WESTERN ELECTRICITY COORDINATING COUNCIL 155 North 400 West, Suite 200

Salt Lake City, Utah 84103-1114Developed as WECC-0100 1

Document Title WECC Criterion – TPL-001-WECC-CRT-3

of 22 Studies conducted in both the near-term and the long-term planning horizons.

This document applies to all transmission planning studies conducted at the Western Intercon-nection level.

Bulk-Electric System (BES) substations buses.

Each of the following elements is specifically excluded from this Criterion:

o Line side series capacitor buses

o Line side series reactor buses

o Shunt capacitor buses

o Shunt reactor buses

o Metering, fictitious, or other points of interconnection modeled solely for measuring electrical quantities; and,

Other buses specifically excluded by each Planning Coordinator or Transmission Planner internal to their system.

Effective Date

An Effective Date for the proposed document is targeted for January 1, 2016, to coincide with the Effective Date of NERC Standard TPL-001-4, Transmission System Planning Performance Requirements.

[A.] Requirements and Measures

As stated.

Compliance

WECC Criteria do not have a Compliance section.

Procedural Background

On September 5, 2012, the WECC Board of Directors (Board) adopted a recommendation by the Regional Criteria Work Group (RCWG) changing the designation of this document from a WECC Criterion (CRT) to a WECC Regional Business Practice (RBP). On June 24, 2014, the Board reversed that decision and designated this document as a CRT.

In further keeping with the September 5, 2012 recommendation, on November 28, 2012, a Standard Authorization Request (SAR) was submitted to evaluate whether this document should be drafted as a WECC Regional Reliability Standard (RRS).

W E S T E R N E L E C T R I C I T Y C O O R D I N A T I N G C O U N C I L


of 22On December 19, 2012, the WECC Standards Committee (WSC) accepted the SAR as drafted with specific approval to assign an evaluation team to review the subject matter and return a recommendation to the WSC as to whether the document should be redrafted as an RRS.

On June 26, 2013, the WSC approved the evaluation team’s recommendation to ballot the retirement of TPL-001-WECC-RBP-2.1, WR1, WR2, WR4 and WR5. If approved the retirement would become effective coincident with the Effective Date of NERC’s TPL-001-4, because the content of the WECC Requirements will be resident in the NERC TPL-001-4.

On August 8, 2013, the WSC assigned the original drafting team, augmenting the team during later weeks.

On October 8, 2013, a WECC Ballot Pool voted to retire TPL-(012 through 014)-WECC-RBP-2.1, WR1, WR2, WR4 and WR5 of the Effective Date of NERC TPL-001-4. (The Effective Date is projected for approximately January 1, 2016. It should be noted that the TPL has a staggered Effective Date.)

On November 1, 2013, the WECC-0100 Drafting Team (DT):

1. Reported completion of the tasks assigned in the WECC-0100 Standard Authorization Request (SAR);

2. Requested the WECC Standards Committee (WSC) deem the WECC-0100 SAR complete; and,

3. Requested the WSC accept the DT’s recommendation to proceed with informal drafting in support of an iterative SAR tailored to the remedial needs of TPL-001-WECC-RBP-2.1, System Performance, WR3 as well as a more granular implementation plan of TPL-001-4, Transmission System Planning Performance Requirements Requirement R5 and R6.

In light of the retirement of the TPL-001-WECC-RBP-2’s Requirements WR1, WR2, WR4 and WR5, the drafting team reported that an update of the associated Table W-1 was underway by the Reliability Subcommittee.

The WSC agreed to expand the WECC-0100 drafting team to include the entire Reliability Subcommittee, and accept the drafting team’s recommendation that further drafting continue on remedial language for:

1. TPL-001-WECC-RBP-2.1. WR3;

2. Table W-1; and,

3. TPL-001-4, Requirements R5 and R6.

On December 5, 2013, the Board approved the decision to retire portions of the WECC TPL upon the Effective Date of the NERC TPL.



of 22During June 2014, the Planning Coordinating Committee (PCC) conducted a straw poll concluding the most appropriate document categorization for this document should be that of a WECC Regional Criterion.

On June 24, 2014, the Board changed the designation of this document from that of a RBP to that of CRT.



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Completed Actions Date

1. SAR Filed. November 28, 2012

2. Review Team files Preliminary Recommendation.

June 20, 2013

3. WSC approves ballot to retire WR1, WR2, WR4 and WR5.

June 26, 2013

4. Notice of Joint Session to discuss retirement.

August 2, 2013

5. Ballot Pool open asking for retire-ment of WR1, WR2, WR4 and WR5.

August 5, 2013

6. WSC approves Drafting Team. August 8, 2013

7. Ballot Pool closed asking for re-tirement of WR1, WR2, WR4 and WR5.

September 3, 2013

8. Joint Session to discuss retire-ment.

September 5, 2013

9. Ballot open asking for retirement of WR1, WR2, WR4 and WR5.

September 16, 2013

10. Drafting Team – First Meeting – Orientation.

September 26, 2013

11. Ballot closed asking for retire-ment of WR1, WR2, WR4 and WR5. Retirement approved.

October 8, 2013

[12.] VersionPosting 1 Posted –- Open 45-Day Comment Period.-day

October 15, 2014

[13.] VersionPosting 1 Posted – Closed.

December 1, 2014

12.[14.] Posting 1 – Response to Com-ments Posted

February 4, 2015

15. Posting 2 – Open 30-day February 4, 2015

16. Posting 2 – Closed March 6, 2015



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17. Posting 2 – Response to Com-ments Posted

March 17, 2015

18. Posting 3 – Open 30-day July 24, 2015

19. Posting 3 - Closed August 24, 2015

20. Posting 3 – Response to Com-ments Posted

Anticipated Actions Date

[1.] Version 24 Posted – Open 30-Day Com-ment Period

[2.] Version 24 Posted – Closed

[3.] Version 3 Posted – Open 30-Day Comment Period

[4.] Version 3 Posted – Closed

[5.] DT meets for final Comments / Forward to WSC

1.[6.] WSC Meets

2.[7.] Open Ballot Pool

3.[8.] Joint Session – Notice

4.[9.] Close Ballot Pool

5.[10.] Joint Session

6.[11.] Open Ballot

7.[12.] Ballot Closed

8.[13.] WSC Meets

9.[14.] Notice to WECC Board of Directors

10.[15.] Board



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Implementation Plan

Approvals Required

TPL-001-WECC-CRT-3, Transmission System Planning PerformanceTo Be Announced.

A WECC Criterion

Prerequisite Approvals

WECC Ballot Pool WECC Standards Committee WECC Board of Directors

Applicable Entities

Planning Coordinator

Transmission Planner

Conforming Changes to Other Standards

None required.

Effective Date

The Effective Date is the later of January 1, 2016 or the Effective Date of TPL-001-4, Transmission System Planning Performance, Requirements R2-R6 and R8.

Justification

The effective date is targeted to coincide with the effective date of TPL-001-4, Transmission System Planning Performance.

Consideration of Early Compliance

The DT foresees no reliability-related issues if an entity chooses to implement the document early; however, entities should continue to adhere to approved WECC Criteria until they are retired.

Retirements

This document will replace TPL-001-WECC-CRT-“2” that is to be retired as of the Effective Date of this project.



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New or Modified Term(s) Used in the WECC Glossary for WECC Criteria and Naming Conventions (WECC Glossary).

This section includes all new or modified terms used in the proposed criterion that will be included in the WECC Glossary upon applicable approval. The new or revised terms listed below will be presented for approval with the proposed document. Upon WECC Board of Director (Board) adoption, this section will be removed and the approved terms will be moved to the WECC Glossary.

Term(s): None proposed



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When this standard receives Board approval, the rationale boxes will be moved to the Supplemental Material Section of the standard.

[B.] Introduction

1. Title: Transmission System Planning Performance

2. Number: TPL-001-WECC-CRT-3

[3.] Purpose: To ensure thefacilitate coordinated transmission planning offor the Western Interconnection under, and to facilitate the exchange of the associated planning information for normal and abnormal conditions, and to ensure the availability of that planning information.

3.[4.] Applicability:

4.1. Functional Entities:

4.1.1. Planning Coordinator

4.1.2. Transmission Planner

4.2. Facilities:

4.2.1. This document applies to studies conducted in both the near-term and the long-term planning horizons.

4.2.2. This document applies only to Bulk-Electric System (BES) substations buses.

4.2.3. This document applies to all transmission planning studies conducted at the Western Interconnection level.

4.2.4. Each of the following elements is specifically excluded from this Crite-rion:

4.2.4.1. Line side series capacitor buses

4.2.4.2. Line side series reactor buses

4.2.4.3. Shunt capacitor buses

4.2.4.4. Shunt reactor buses

4.2.4.5. Metering, fictitious, or other points of interconnection modeled solely for measuring electrical quantities; and,

4.2.4.6. Other buses specifically excluded by each Planning Coordi-nator or Transmission Planner internal to their system.

[5.] Effective Date: The first dayEffective Date is the later of the first quarter following WECC Board of Director approval, but in no case earlier thanJanuary 1, 2016 or the



of 22Effective Date of NERC Standard TPL-001-4, Transmission System Planning Performance requirements.

[6.] Background:

(Optional)



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[7.] , Requirements R2-R6 and MeasuresR8.

A. Requirements and Measures

Rationale for Requirement WR1:

Requirement WR1 recognizes that each system has its own unique characteristics that need to be addressed. Rather than lock each entity to a specific study parameter this Re-quirement sets a base study parameter coupled with a unique nominal value, established by the Transmission Planner and the Planning Coordinator, to be used in the absence of either a more stringent or less stringent study parameter.

In the context of this document the word “nominal” carries its common definition and is the base (or operating) voltage used in the entity’s Planning Assessment. This voltage will vary from entity to entity.

Requirement WR1 does not preclude an entity from using either a more stringent or less stringent criteria. However, when an entity uses a study criteria other than that required in requirement WR1, it must make available its criteria upon request.

WR1.

Rationale Blocks will be relocated to the Guidance section when the project is complete.


In the context of Requirement WR1, the word “nominal” carries its common defi-nition and could be, for example, either the base voltage or the operating voltage as established in the entity’s Planning Assessment. This voltage will vary from en-tity to entity.

Requirement WR1.1.2, refers to the post automatic equipment adjustment effect prior to manual adjustment.

WR1. Each Transmission Planner and Planning Coordinator shall use the following base cri-teria in its Planning Assessment, unless otherwise specified in accordance with Re-quirements WR2 and WR3: [Addresses NERC TPL R5 and R6]

1.1. Steady-state voltages at all applicable Bulk-Electric System (BES) buses shall stay within each of the following limits:



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1.1.1 95 percent to 110105 percent of nominal for P01P01 event (system nor-mal),

1.1.2 90 percent to 110105 percent of nominal for P1-P72 events (post-contin-gency).

Rationale for Requirement WR1.2:

Requirement WR1.2 establishes a target that could be met by each entity without incurring costs that would outweigh the benefits. Many legacy systems were not designed to meet a more stringent threshold. The eight percent target of Re-quirement WR1.2 is established not by a technical study; rather, it is established based on sound engineering judgment. Further, certain entities are bound by state tariffs that establish the percentage rate specifically at eight percent.

By default, only automatic post-contingency actions including capacity or reactor switching are considered when calculating voltage deviation.

For P1 there is no high voltage deviation requirement. For P2-P7, there is no low or high voltage deviation requirement.

1.2. Post-Contingency steady-state low voltage deviation at each applicable BES bus serving load (having no intermediate connection) shall not exceed eight percent for P1 events. [Addressing TPL R5]

[1.3.] Transient stability voltage response shall be verified by demonstrating that for all P1-P7 category events, the transient stability voltage response at applicable BES buses serving load (having no intermediate connection) shall recover to at least 80 percent of pre-contingency voltage within 10 seconds of the initiating event. for all P1-P7 category events.

1.4 For voltage swings subsequent to fault clearing and the first voltage recovery above 80%, voltage dips at each applicable BES bus serving load (having no intermediate buses) shall not dip below 70% of pre-contingency voltage for more than 30 cycles or remain below 80% of pre-contingency voltage for more than two seconds for all P1-P7 category events.

1.5 For Contingencies without a fault (P2.1 category event), voltage dips at each applicable BES bus serving load (having no intermediate buses) shall not dip below 70% of pre-con-

1 P0 through P7 refers to the categories of contingencies identified in Table 1 of NERC Standard TPL-001-4, Transmission System Planning Performance Requirements. 2 Previously cited.



of 22tingency voltage for more than 30 cycles or remain below 80% of pre-contingency voltage for more than two seconds.

Rationale for Requirement WR1.4:5

Requirement 1.5 is not intended to require that transient stability simulations be run out to 30-seconds all the time in order to ensure the system is stable and positively damped. Shorter runs are permissible.

Rationale for Requirement WR1.6:

For purposes of Requirement WR1.46, positive damping in stability analysis is demonstrated by showing that the amplitude of power angle or voltage magnitude oscillations after a minimum of 10 seconds is less than the initial post-contingency amplitude. In any case, results that do not show positive damping within a 30-second time frame shall are considered to be deemed undamped.

Requirement 1.4 is not intended to require that transient stability simulations be run out to 30-seconds all the time in order to ensure the system is stable and positively damped. Shorter runs are permissible.

1.6 Oscillations that do not show positive damping within a 30-second time frame shall be deemed unacceptable.

WM1. TBD

WM1. Each Transmission Planner and Planning Coordinator will have evidence that it used the base criteria in its Planning Assessment specified in Requirement WR1, unless otherwise allowed in accordance with Requirements WR2 and WR3.


Planning Assessment is a NERC defined term. For purposes of Requirement R2, the requirement applies to all planning studies applied at the Western Interconnection level.

The rationale for Requirement WR2R2 is to clarifyensure that an entity may apply planning entities do not impose more stringent criteria to requirements on systems other than their own. It may use more stringent criteria on its own system; however, it but may not impose more stringent criteria on others.

Transmission Planners and Planning Coordinators may mutually agree to use study criteria that is more stringent criteria on any other system. than that



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described in this document.

WR2. Each Transmission PlannerTP and Planning CoordinatorPC that uses more stringent criteria in its Planning Assessment than that stated in Requirement WR1 shall apply that criteria only to its own system., except where otherwise agreed upon by all plan-ning entities included in the Planning Assessment.

WM2. TBA

WM2. Each TP and PC that uses more stringent criteria in its Planning Assessment than that stated in Requirement WR1 will have evidence that it applied those criteria only to its own system, except where otherwise agreed upon by all planning entities included in the Planning Assessment.


The rationale for requirement WR3 is to ensure that where study criteria different from that required in Requirement WR1 is used, the study criteria are made available to any entity in need of it. The intent of the requirement is not to mandate “how” that information is published or exchanged – only that it be made available. “How” the information is exchanged is business function left open to the affected entities. The rationale is to ensure equity between planning entities. (Availability of differing criteria is addressed in Requirement WR6.)

WR3. Each Transmission Planner and Planning Coordinator that uses less stringent criteria in its Planning Assessment than that stated in Requirement WR1 shall allow other Transmission Planners and Planner Coordinators to have the same impact on that part of the system for the same category of planning events (e.g., P1, P2).

WM3. TBA Each Transmission Planner and Planning Coordinator that uses less stringent cri-teria in its Planning Assessment than that stated in Requirement WR1 will have evi-denced that it allowed other Transmission Planners and Planner Coordinators to have the same impact on that part of the system for the same category of planning events (e.g., P1, P2).


[4.] Requirement WR4 is designed to establish precautionary markers that when discovered warrant investigation. The Requirement is not intended to inferimply that



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the presence of any one of more of the bulleted conditions creates a de facto negative impact on reliability.

4.[5.] The term “cascading” in Requirement WR4 is not used as the NERC defined term “Cascading.”

The specific amounts of unrestrained load loss addressed in WR4, bullet three, have not been specified. The drafting team suggests that due to the breadth of the possible permutations, the amount should be left to the sound engineering judgment of the planning entity.

WR4. Each Transmission Planner and Planning Coordinator shall investigateuse the following indicators to identify the potential for cascading andor uncontrolled islanding, if any of the following indicators is observed:

When a post contingency analysis results in its Planning Assessment studies: [Ad-dresses TPL R6]:facility loading that is either in excess of a known BES facility trip setting, or exceeds 125% of the highest applicable facility rating for the BES facil-ity studied.

Thermal overload on a Facility exceeds the phase protective relay settings described in NERC PRC-023-3, Transmission Relay Loadability, and trips.

The transientTransient stability voltage response at any applicable BES bus out-side of the criteria that is defined in Requirement [WR XXXX - THIS CRITERIA IS YET TO BE DEFINED]WR1.3 of this document.

WM4. TBD

If either unrestrained successive load loss occurs or unrestrained successive gen-eration loss occurs.

WM4. Each Transmission Planner and Planning Coordinator will have evidence that it used the indicators of Requirement WR4 to identify the potential for cascading or uncon-trolled islanding.

Rationale for Requirement WR5:Requirement WR5 is intendedaddresses “what” must be achieved and does not “how” to do it.

For a review of “how” to achieve the goals, please refer to:

The WECC Voltage Stability Assessment Methodology WECC Guide to WECC/NERC Planning Standards I.D: Voltage Support and

Reactive Power, Prepared by: Reactive Reserve Working Group (RRWG),



of 22Under the auspices of Technical Studies Subcommittee (TSS); Approved by TSS, March 30, 2006

Additional guidance is contained in Section 2.2 Voltage Stability of the Guide to WECC/NERC Planning Standards 1.D, Voltage Support and reac-tive Power, March 30, 2006.

The intent of Requirement WR5 is to ensure the voltage stability of transfer paths as well as the system as a whole, at during peak load conditions. A margin on real power flow is used as a test for voltage stability. A positive reactive power margin can be demonstrated by a valid steady state power flow solution.Power flow solutions refer to post contingency conditions where the actions of re-active devices should be modeled for the appropriate time frame being studied.

There is a higher likelihood of occurrence of a P0 to P1 category event; therefore, a higher margin (105%) is used. For P2-P7, there is a lower likelihood of occur-rence; therefore, the lower margin (102.5%) is used.

WR5. Each Transmission Planner and Planning Coordinator shall identify voltage stability by maintaining positive reactive power margin demonstrated byat the real power flow defined through the following minimum criteria. Power flow solutions refer to post contingency conditions but only the actions of automatic devices should be mod-eled::

5.1 For all All P0-P1 events a power flow solution shall be reacheddemonstrate a positive reactive power margin at a minimum of 105 percent of transfer path flow.

5.2 For all All P0-P1 events a power flow solution shall be reacheddemonstrate a positive reactive power margin at a minimum of 105 percent of forecasted peak load.

5.3 For all All P2-P7 events a power flow solution shall be reacheddemonstrate a positive reactive power margin at a minimum of 102.5 percent of transfer path flow.

5.4 For all All P2-P7 events a power flow solution shall be reacheddemonstrate a positive reactive power margin at a minimum of 102.5 percent of forecasted peak load.

WM5. TBD



of 22WM5. Each Transmission Planner and Planning Coordinator will have evidenced that it

used the minimum criteria identified in Requirement WR5 to identify voltage stabil-ity.


Requirement WR6 ensures the free flow of information between entities.

WR6. Each Transmission Planner and Planning Coordinator that uses study criteria differ-ent from the base criteria in Requirement WR1 shall make its criteria available upon request.

WM6. TBAEach Transmission Planner and Planning Coordinator that uses study criteria dif-ferent from the base criteria in Requirement WR1 will have evidence that it made its criteria available upon request, as required in Requirement WR6.



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Version History

Version Date Action Change Tracking

1 March 6, 2008

WECC Planning Coordi-nation Committee (PCC) approved TPL-(001 thru 004)-WECC-1-CR.

Reliability Subcommittee trans-lates existing WECC compo-nents of NERC/WECC Planning Standards into a CRT.

1 April 16, 2008

WECC Board of Direc-tors (Board) approved

No substantive changes

2 October 13, 2011

PCC approves Clarifies “corridor”

2 December 1, 2011

Board approves No substantive change

2 September 5, 2012

Board approves Approved a nomenclature change from “CRT” to “RBP”

2.1 August 6, 2013

Errata WM2 Measure moved to WM3. WM3 Measure moved to WM4. WM4 Measure moved to WM2.

2.1 December 5, 2013

Board approves On October 8, 2013, the Ballot Pool voted to retire WR1, WR2, WR4 and WR5 of TPL-(012 through 014)-WECC-RBP-2 as of the Effective Date of NERC TPL-001-4. On December 5, 2013, the Board ratified that decision.

2.1 June 24, 2014

Board changed the RBP designation to that of CRT

No substantive change, only designation.

3 Pending



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Disclaimer

WECC receives data used in its analyses from a wide variety of sources. WECC strives to source its data from reliable entities and undertakes reasonable efforts to validate the accuracy of the data used. WECC believes the data contained herein and used in its analyses is accurate and reliable. However, WECC disclaims any and all representations, guarantees, warranties, and liability for the information contained herein and any use thereof. Persons who use and rely on the information contained herein do so at their own risk.



of 22Attachments

TBD



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Rationale

During development of this document, text boxes were embedded within the body to explain the rationale for various parts of the standard. Upon Board approval,In the text fromfinal document the rationale text boxes will be movedrelocated to this section. and edited into a narrative.


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