Midwest Reliability Organization Procedure for PRC and PRC-014-1

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1 Midwest Reliability Organizatin Prcedure fr PRC and PRC A. Intrductin This prcedure, develped and maintained by MRO staff fr the MRO Special Prtectin Systems Wrking Grup, is cnsidered a technical guideline and shuld be fllwed as gd utility practice. The terms Special Prtectin System (SPS) and Remedial Actin Scheme (RAS) are used interchangeably in this prcedure. This prcedure is an interim prcedure fr PRC012-1 and PRC until RAS reviews transitin t the Planning Crdinatrs (PC) and Reliability Crdinatrs (RC) as identified in PRC-012-2, which was FERC-apprved n September 20, PRC-012-2, which has an effective date (transitin date) f January 1, 2021, states that the RC is respnsible fr reviewing and apprving new, mdified, r retiring RASs (these reviews were previusly assigned t reginal entities per PRC-012-1). PRC als states that the PC will be respnsible fr the peridic review f existing RASs n a five year cycle (these reviews were previusly assigned t reginal entities per PRC-014-1). MRO will cntinue t review RASs accrding t this prcedure until the transitin t the PCs and RCs has been successfully cmpleted. B. RAS Owner Submittals The fllwing submittal prcess shall be fllwed by RAS wners: Fr a new r functinally mdified RAS, the RAS wner shall submit a reprt t MRO, at least 90 calendar days prir t installatin r mdificatin ging int service. Fr an existing RAS, the RAS wner shall submit a reprt t MRO, within 90 calendar days fllwing an MRO request fr review. Fr the retirement f an existing RAS, the RAS wner shall ntify the MRO f the planned retirement, prvide a summary f the cnditins r changes that allw the retirement, and prvide the planned date f the retirement at least 30 calendar days prir t the retirement. RAS wners shall prvide t the MRO n a quarterly basis, dcumentatin f all nrmal RAS peratins. RAS wners shall als prvide t the MRO n a quarterly basis, dcumentatin f the analysis f all RAS misperatins and the assciated crrective actin plans. The fllwing shall be used when determining if an event is a misperatin: Failure t Operate Any failure f peratin when it is required. Incrrect Operatin Any peratin perfrmed by the RAS that was nt as the system design intended. Slw Operatin RAS perates slwer than the system design intended. Unnecessary Operatin Any peratin fr system cnditins fr which the RAS was nt required t perate. C. Definitins These misperatin events d nt include peratins caused by human errr during system installatin and maintenance (nt cnsidered an indicatin f deficiency in the RAS). Remedial Actin Schemes (als Special Prtectin Systems) The NERC definitin f a RAS accrding t the NERC Glssary f Terms (dated January 1, 2018) is: 1

2 A scheme designed t detect predetermined System cnditins and autmatically take crrective actins that may include, but are nt limited t, adjusting r tripping generatin (MW and Mvar), tripping lad, r recnfiguring a System(s). RAS accmplish bjectives such as: Meet requirements identified in the NERC Reliability Standards; Maintain Bulk Electric System (BES) stability; Maintain acceptable BES vltages; Maintain acceptable BES pwer flws; Limit the impact f Cascading r extreme events. The fllwing d nt individually cnstitute a RAS: a. Prtectin Systems installed fr the purpse f detecting Faults n BES Elements and islating the faulted Elements. b. Schemes fr autmatic underfrequency lad shedding (UFLS) and autmatic undervltage lad shedding (UVLS) cmprised f nly distributed relays. c. Out-f-step tripping and pwer swing blcking. d. Autmatic reclsing schemes. e. Schemes applied n an Element fr nn-fault cnditins, such as, but nt limited t, generatr lss-ffield, transfrmer tp-il temperature, vervltage, r verlad t prtect the Element against damage by remving it frm service. f. Cntrllers that switch r regulate ne r mre f the fllwing: series r shunt reactive devices, flexible alternating current transmissin system (FACTS) devices, phase-shifting transfrmers, variable-frequency transfrmers, r tap-changing transfrmers; and, that are lcated at and mnitr quantities slely at the same statin as the Element being switched r regulated. g. FACTS cntrllers that remtely switch static shunt reactive devices lcated at ther statins t regulate the utput f a single FACTS device. h. Schemes r cntrllers that remtely switch shunt reactrs and shunt capacitrs fr vltage regulatin that wuld therwise be manually switched. i. Schemes that autmatically de-energize a line fr a nn-fault peratin when ne end f the line is pen. j. Schemes that prvide anti-islanding prtectin (e.g., prtect lad frm effects f being islated with generatin that may nt be capable f maintaining acceptable frequency and vltage). k. Autmatic sequences that prceed when manually initiated slely by a System Operatr. l. Mdulatin f HVdc r FACTS via supplementary cntrls, such as angle damping r frequency damping applied t damp lcal r inter-area scillatins. m. Sub-synchrnus resnance (SSR) prtectin schemes that directly detect sub-synchrnus quantities (e.g., currents r trsinal scillatins). n. Generatr cntrls such as, but nt limited t, autmatic generatin cntrl (AGC), generatin excitatin [e.g. autmatic vltage regulatin (AVR) and pwer system stabilizers (PSS)], fast valving, and speed gverning. 2

3 Appendix A MRO Prcedure fr Special Prtectin System Review During the transitin perid t PRC-012-2, the MRO will perfrm a review f all new r functinally mdified RASs within its regin. The MRO will als review all RASs within the regin n a five year basis. The retirement f an RAS will be handled by reviewing the cnditins r circumstances that will allw the retirement f the RAS and its remval frm the MRO RAS active database. The MRO reserves the right t review any RAS in its regin at any time fr the purpses f assessing reginal reliability r fr event analysis purpses. The review prcess shall be: The RAS Owner prepares a RAS infrmatin package cntaining the necessary infrmatin as identified in the belw RAS Infrmatin Checklist Tables 1 thrugh 4 belw. The RAS Owner submits the RAS infrmatin package electrnically t the MRO. MRO review f the RAS infrmatin package has been delegated t an RAS (SPS) Wrking Grup (SPSWG). MRO staff will wrk with the SPSWG and serve as crdinatr fr the grup and the RAS Owner. The SPSWG will hld a cnference call within 14 days f receiving the RAS infrmatin package submittal t review the material fr cmpleteness. After the RAS infrmatin package is determined t cntain the necessary infrmatin, the SPSWG will schedule a meeting, if necessary, with the RAS wner n later than 45 calendar days after the RAS infrmatin package was submitted. The purpse f this meeting will be t give the RAS Owner an pprtunity t present the RAS t the wrking grup and t answer any questins the wrking grup members may have. Once the RAS review is cmpleted, the SPSWG and MRO Staff will prepare a cmpletin letter fr the RAS Owner. MRO staff will submit the cmpletin letter t the RAS Owner t indicate that the RAS review prcess has been cmpleted in accrdance with the MRO Prcedure. Upn cmpletin f the review prcess, MRO staff will update the MRO RAS database. Fr the retirement f an existing RAS, the prcess shall be: The RAS Owner shall infrm the MRO f the planned retirement f an existing RAS at least 30 calendar days prir t the retirement. The RAS Owner shall include prvide a summary f the cnditins r changes that allw the retirement and the planned date f the retirement. The RAS Owner shall infrm any neighbring Entities that are impacted by the RAS that the RAS is being retired alng with the retirement date. The MRO will acknwledge the receipt f the planned retirement and update the MRO RAS database t recrd the retirement. It is up t the RAS Owner t ensure that the system resulting frm the retirement f an RAS remains in cmpliance with NERC Standards. 3

4 RAS Infrmatin Package Checklist Table 1- RAS General Infrmatin: ITEMS Name f RAS: Primary Owner: In-Service date: Lcatin: Descriptin: DESCRIPTION The name f the RAS as given by the wner and used by perating and planning persnnel. The name f the cmpany that wns and maintains the RAS. This cmpany will be the pint f cntact fr this RAS when multiple entities are invlved. The planned r scheduled in-service date fr new RASs. Identify riginal in-service date if RAS is existing. A summary f the generating statins, substatins, and facilities that are invlved with the RAS. Include gegraphic maps, substatin drawings and ne lines as necessary t ensure that the reviewer is able t understand the physical and electrical lcatin f the RAS and the facilities invlved. A narrative verview n hw the RAS functinally perates, when it perates, and fr what cnditins. A ne-line diagram shwing the status changes f the assciated facilities shuld be included. APPLICABLE DOCUMENTS 4

5 Table 2- RAS Planning Study Checklist: ITEMS Overview f RAS and the Surrunding BES: Need fr RAS: Entities Invlved: Entities Impacted: IROL Invlved Study Mdel Infrmatin: Sensitivity Analyses: Facilities Invlved: Vltage Mnitring: Mdified RAS: Analysis Results: RAS Redundancy: Inadvertent Operatin: Crdinatin with ther RASs: Operating guides: Cnclusin: DESCRIPTION Prvide a brief summary f the peratinal aspects f the BES where the RAS is installed. Describe general system cnditins, the generatin prfile, the directinal flw f key facilities, etc., that will help the reviewer understand the nature f the BES in the area f the RAS. Prvide a brief summary f the functinal peratin f the RAS and hw it relates t that prtin f the BES. If the RAS is a new/prpsed RAS, identify the cnditins that caused the need fr the RAS. If the RAS is being mdified, describe the cnditins r circumstances that resulted in a need t mdify the RAS. Identify all cmpanies wh have wnership f facilities invlved with the functinal peratin f the RAS. Identify all cmpanies wh are impacted by the peratin f the RAS and have perating knwledge f the RAS and its assciated Operating Guides. Identify whether an IROL is invlved with r mitigated by the RAS. Identify all BES mdels used fr studying the RAS, including mdel building series, years studied, seasn, and lad level. Identify any changes made t the base mdels, such as interchange mdificatins, generatin dispatch changes, r tplgy changes. Identify any sensitivity r scenari analysis that was perfrmed and the reasn fr the analysis. Clearly identify all mnitred and cntingency facilities. Identify bth their nrmal and emergency ratings f mnitred facilities fr the applicable seasn. Identify their perating limit if it is less than the thermal limit. Identify any pertinent vltages that were beynd perating limits and that required mitigatin. If the RAS is being mdified, clearly identify what functinal changes are being made t the existing RAS and the cause f the mdificatin. Display the results f the analysis in tabular frm. Fr each mdel r scenari, clearly shw pre-cntingent flws and cntingency flws befre and after the RAS perates. Prvide bth MW and MVA flws. Cmpare the MVA flw f each mnitred facility with the applicable rating/limit t illustrate verlads. Highlight all verlads (and vltage excursins) in bld r red fnt. A table similar t Table 4 belw shuld be used. Based n the cntingency analysis, identify if the RAS is needed fr TPL perfrmance criteria (therefre making redundancy a requirement). If it is, cmplete the belw Table 3, System Prtectin and Redundancy. Verify that the inadvertent peratin f the RAS (unnecessary peratin during system cnditins fr which the RAS was nt required t perate) will nt result in any unacceptable perating cnditins. Discuss what analysis was dne t verify that the RAS crdinates with ther neighbring RASs r any ther unique system prtectin schemes in the area f study. Prvide any assciated Operating Guides. Prvide a brief summary cnclusin f the results f the planning study reprt. APPLICABLE DOCUMENTS 5

6 Table 3- System Prtectin and Redundancy: (Redundancy nt required if RAS has limited impact as defined in PRC-012-2) ITEMS Separate VT Secndary Surces: Separate CT Secndary Surces: Redundant Lgic Devices: Redundant Cntrl Outputs: Redundant Cmmunicatin Channels: Summary Descriptin f Functinal Testing: RAS Settings: Detailed Drawings: DESCRIPTION cmpnent failure. cmpnent failure. cmpnent failure. cmpnent failure. cmpnent failure. Shall have physically separate cmmunicatin paths. With methds and schedules r a statement that this scheme is tested alng with all ther prtective relays. Existing and/r prpsed settings that will cntrl its peratin including all intentinal and peratinal delays and relay applicatin dcumentatin. Shwing hardware and/r lgical cnnectins. APPLICABLE DOCUMENTS 6

7 Table 4- Example Table fr Displaying Planning Analysis Results Case/Mdel Name (Identify Mdel Series, Year, Seasn, Lad Level, etc.) Pre-RAS Operatin: Pst-RAS Operatin: Cntingent Mnitred MW MVA % MW MVA % Rate A: Rate B: Rate C: Element: Element: flw: Flw: Rating flw: Flw: Rating System Intact Line A 100 MVA SN 120 MVA SE N/A 82 MW 85 MVA 85% SN 64 MW 65 MVA 65% Line X Line A 100 MVA SN 120 MVA SE N/A 121 MW 128 MVA 107% SE 92 MW 96 MVA 80% SE Line Y Line A 100 MVA SN 120 MVA SE N/A 117 MW 124 MVA 103% SE 86 MW 92 MVA 77% SE Line B Line B Line B Etc. The abve Table 4 is ne example f hw t present the results in tabular frm. The RAS is intended t perate fr lss f either Line X r Y t prevent ver lading f Line A, B, r thers. In this example, the entries fr Pst RAS Operatin under system intact cnditins illustrate the inadvertent peratin f the RAS fr the case studied. The RAS wner shuld custmize their table as apprpriate fr varius types f RAS. The table shuld clearly and cncisely shw the results f the analysis fr all relevant cases. It shuld shw pre-cntingent cnditins and pst-cntingent cnditins befre and after the RAS perate. The RAS Owner shuld als prvide any additinal infrmatin that will help the review team better understand the functinal peratin f the RAS and the cnditins that require it t perate. A table similar t the abve shuld be prvided fr RAS retirements indicating that cnditins are acceptable withut the RAS peratin. 7

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